The US Environmental Protection Agency is set to announce sweeping new EPA rules on Wednesday intended to bring EV market share to ~60% in the US by 2030 and 67% by 2032. The rules are a big step forward for electrification, and represent an improvement from President Biden’s previous commitment of 50% electric by 2030. But it’s also far ahead of what many automakers are planning, leaving millions of EV sales up for grabs come 2030.
While the new rules have not yet been finalized (or even formally announced), the expectation based on sources within the EPA is that it will set emissions levels low enough that two-thirds of vehicles would need to be electric by 2032.
The rules would bring federal guidelines close to California’s new guidelines, though it looks like this won’t quite harmonize them. California’s “Advanced Clean Cars II” (ACC2) regulation aims for 68% EV by 2030 and 82% by 2032, significantly more than the rumored EPA rule.
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