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May 17, 2021
Automakers Continue Expanding EV Push
Source: EV Hub
The U.S. passenger EV market notched all-time record monthly sales in the first two months of 2021 as the EV hub awaits data from March. U.S. passenger EV sales doubled in February compared to 2020, bringing the quarterly total even without the March data above that from the first quarter of last year. We are anticipating strong March sales, since last March saw the beginning of massive production shutdowns as a result of the pandemic. The trend of monthly EV sales growth is likely to continue in the second quarter, as production shutdowns and stay at home orders were in full swing in April and May of last year.

While Tesla is still king with 78 percent of January and February BEV sales, the entry of new models from Ford and Volkswagen are contributing to an increasingly robust offering of vehicles on the market. As it continues to rack in high praise, Ford’s Mustang Mach-E saw a/
13-fold increase in monthly sales between January and February. Volkswagen’s flagship EV, the ID.4, hit the market in March.

Automakers are adding to growing EV fever with several high-profile model announcements planned in the coming weeks. President Biden will visit Ford’s new EV factory in Dearborn, Michigan as the automaker gears up to unveil the Ford F-150 Lightning and the Administration pushes the American Jobs Plan. The Lightning will herald the first official launch of an electric pickup by one of the Detroit Three American automakers when it hits the market in the first quarter of 2022. Rivian, which has been collaborating with Ford on shared EV platforms, is set to bring America’s first electric pickup to market this Summer. EV manufacturers continue to vie for the spotlight to promote their upcoming vehicle offerings. While Elon Musk hosted last week’s Saturday Night Live on May 8th, Lucid, Audi, Ford, and Volkswagen all ran ads promoting their new EVs.

EV makers overseas are also ramping up. Chinese upstarts Xpeng and Nio are eyeing expansion with the former seeing a seven-fold increase in domestic sales in the first quarter and the latter seeking to enter the European market later this year. Asian automakers are also looking to expand their EV presence in the United States. On May 13, Hyundai announced that at least $7.4 billion of its total planned $87 billion global EV investment will go towards facilities in the United States. Subaru, which has seen a steady increase in U.S. market share over the last decade, unveiled its first all-electric model planned for 2022 on May 12.

More than 51 models were offered for sale in the first quarter of 2021 and 23 more are expected to hit the market before the end of the year. It is likely that many of these will be produced in the United States with a growing amount of manufacturing investment and employment planned for domestic facilities. You can track all announcements, upcoming models, and other notable updates on the Automakers Dashboard.
Automakers Dashboard
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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. 

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Inslee Passes on WA Bill Setting Conditional Target to Electrify All Passenger Vehicle Sales by 2030

On May 15, 2021, Washington Governor Jay Inslee turned down a bill passed by lawmakers in both houses in April that would have required 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 amendment was the sticking point for the Governor, who supports the 2030 target but does not believe it should be tied to road funding mechanisms. This activity 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

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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 info@atlasevhub.com.
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

Join Veloz for a dynamic discussion about the important role electrified medium and heavy duty fleets play in the path to total transportation electrification. From charging considerations to the delivery of goods/people, this webinar will highlight important projects, barriers to adoption, and key actions required to progress the electrification of fleets. Join Event.

May 27th @ 1pm EST

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 

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