View this email in your browser
May 03, 2021
Automakers Investing $27 Billion in Domestic EV Manufacturing
Source: EV Hub
Global EV investment commitments, as tracked on EV Hub, are nearing the $500 billion mark. Roughly $46 billion of this has been pledged in the first four months of 2021. America’s second-largest domestic automaker, Ford, leads the year in new investment commitments with an additional $17 billion pledged in February. Almost $29 billion, 63 percent of the year-to-date total, across all companies tracked on the Global Private Investment Dashboard could go towards EV and EV charging programs in the United States.

Automakers are also continuing to specify where they plan to produce the new EVs they are working to bring to market. In early April, GM committed to investing $2.3 billion to build a new battery manufacturing plant co-located with their existing Spring Hill facility in Tennessee. However, the automaker came under fire from the United Auto Workers union last week when it announced plans to invest $1 billion to bring EV production to a facility in Mexico. The announcement again demonstrates that not all the EV investment promised by American automakers will land in the United States and highlights the importance of supportive policies such as the American Jobs Plan to capture as much investment as possible.

Ford also plans to manufacture some EVs overseas. Earlier in April, the automaker announced plans to invest $1 billion to build a new EV facility in Germany as a part of their pledge to electrify all sales in the European market by 2030. Ford also continues to signal a clear intention to support the EV manufacturing sector closer to home. On April 27, the automaker joined the fray of companies seeking to expand domestic battery manufacturing with plans to build new battery facilities in Michigan. The 150 employees and $180 million committed in the announcement add to the $27 billion in domestic EV manufacturing investment and 36,400 planned jobs at specific facilities tracked on the Automakers Dashboard.

Facing down challenges including pervasive chip shortages, automakers continue to charge forward with their EV rollout. On April 28th, GM announced a new platform for EV charging called the Ultium Charge 360 plan. Named after the automaker’s anticipated Ultium batteries, the platform will allow for drivers to charge seamlessly (without registering separately for each network) across seven of the nation’s largest charging networks covering more than 60,000 charging ports. The companies participating in the program include Blink Charging, ChargePoint, EV Connect, EVgo, FLO, Greenlots and SemaConnect. According to the EV Charging Deployment Dashboard, only 3,600 of these are DC fast charging ports with the remaining being Level 2.

The roughly 60,000 ports covered by Ultium Charge 360 make up 54 percent of the 113,100 charging ports installed around the country. ChargePoint alone claims 43,100 of the 60,000 in GM’s platform. Of the stations not included, Tesla’s proprietary network claims the lion’s share with more than 24,600 stations. Electrify America is the next biggest with more than 2,700 charging ports, the majority of which are DC fast chargers. While Ford has taken a similar approach of offering app-based platforms to allow drivers easy access to existing networks, newcomers like Rivian have opted to pursue the Tesla route of building a proprietary charging network. Rivian plans to install 3,500 fast charging ports across the United States and Canada, which will be available for charging only by Rivian vehicles, the first of which are expected to hit the market in June of this year. Rivian’s charging buildout will also include 10,000 Level 2 charging ports that will be available to any EV.

The demand for EV charging and need for additional public funding is increasing as the U.S. EV market accelerates. February 2021 saw an all-time record number of EVs sold in the month with more than twice the number of EVs sold compared to the same month in 2020. New models like the Ford Mustang Mach-E and Volkswagen ID.4 are now available on the market and the former saw sales increase by more than 10 times between January and February. You can track new models as they come to market and their sales on the Automakers Dashboard.
Automakers Dashboard
We're Hiring!

Atlas is growing and we are looking to hire for two open positions. Atlas is looking to bring on both a Senior Policy Analyst and a Policy Analyst to join our team as we expand our reach into new policy territory. See the full job descriptions at the link below.

Job Openings
Watch the Most Recent EV Hub Live!

ICYMI: On 4/26, we recorded a great conversation with Sara Baldwin of Energy Innovation, Nikit Abhyankar of the Goldman School of Public Policy, and Lucy McKenzie of Atlas Public Policy on the new 2035 Report. You can watch or listen to the show here.
In this episode of EV Hub Live, Nick Nigro was joined by the guests to discuss the benefits of widescale electric transportation, along with the infrastructure investments needs and the policy to get us there. 

Subscribe to our channel and watch all the episodes on YouTube.

Watch the Episode
Follow the EV Hub on Twitter!
The EV Hub is active on Twitter and we encourage you to retweet or like anything you found useful. Follow us for relevant media stories and updates to EV Hub resources throughout the week!
Follow the EV Hub
Media Pulse
Our choice clips from last week:
View Our Media Stories Dashboard
EV Hub News

New Bill in Washington Sets Target to Electrify All Passenger Vehicle Sales by 2030

On April 15, 2021, Washington lawmakers in both houses passed a bill that would require all passenger vehicle sales to be electrified by 2030. The bill states the requirement is contingent upon the completion of comprehensive assessments of the impacts of this transition and on the state implementing a tax on vehicle miles travelled. This action follows similar commitments in California and Massachusetts which set a goal of 2035 to reach 100 percent zero emission passenger vehicle sales. Public officials in New Jersey have also recommended that the state follow suit and adopt a goal of their own. Read More Here

New Jersey Set to Become the Second State to Formally Implement Advanced Clean Truck Regulation

On Wednesday, April 14th, The New Jersey Department of Environmental Protection issued a notice of rule proposal announcing their intention to adopt regulations modeled after California’s Advanced Clean Trucks Rule (ACT). The proposed rulemaking is part of New Jersey’s comprehensive strategy to meet the state’s statutory requirement to reduce greenhouse gas emissions to 80 percent less than the 2006 levels by 2050. New Jersey was one of 15 states to sign on to NESCAUM’s Zero-Emission Truck and Bus MOU in July 2020 and will become the second state to formalize their commitment to zero-emission trucks and buses through an official rule. Read More Here

Virginia Becomes 13th State to Join the ZEV Program

On March 18th, 2021, Governor Ralph Northam signed HB 1965 into law. This makes Virginia the 13th state, and the only state in the Southeast region, to join the California-led ZEV program. The program, which requires manufacturers to make available for sale an increasing proportion of EVs across the state, has also been adopted by California, Colorado, Connecticut, Maine, Maryland, Massachusetts, New Jersey New York, Rhode Island, Oregon, Vermont, and Washington. Both New Mexico and Minnesota are going through the regulatory process, which could result in them adopting the ZEV program as well. Read More Here

Catch Up On EV Hub News Alerts
Job Openings
Below are current job openings in transportation electrification: If you have a job posting you would like to share with EV Hub users, please send them to us in an email at
Upcoming Events

The California Air Resources Board (CARB) has announced the Light-Duty Electric Vehicle Infrastructure Program, a statewide program funding electric vehicle charging infrastructure, which is slated to open mid-May. Two webinars will be held on Wednesday, May 26th at 2:00 pm (Pacific Daylight Time) and Wednesday, June 23rd at 2:00 pm (Pacific Daylight Time). This webinar will go over updated program requirements. Join Event.

May 26th @ 2pm PST

The Roadmap team is already planning an exceptional virtual Roadmap Conference to share leading-edge insights and case studies from around the world. With so many can’t-miss program submissions, we have expanded Roadmap 2021 to three days! Join us from June 14-16 to help create the Roadmap for a clean, efficient, accessible transportation future for all. Join Event.

June 14-16th 

View Our Events Calendar
Some EV Hub Content is Only Accessible for EV Hub Members 

Copyright © 2021 Atlas Public Policy, All rights reserved.

Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list.

Email Marketing Powered by Mailchimp