The Trump administration aims to revoke California's authority to set vehicle emissions standards, threatening its ambitious plan to ban gas-powered vehicles by 2035. This move impacts not only California's automotive market but also influences consumer perceptions of electric vehicles. With a significant share of U.S. car sales coming from California and surrounding states, the revoke might create uncertainty in the electric vehicle market. Experts anticipate this could dampen consumer enthusiasm, posing a risk to the future of vehicle electrification as production decisions already in place take time to adjust.
"[Auto] production decisions are baked in and take years to change," says Cara Horowitz, the executive director of the Emmett Institute on Climate Change and the Environment at UCLA School of Law. "But if there's a feeling among consumers about a loss in [electric vehicle] momentum, that could be felt in the market."
"This is a big, big headwind," says Simon Mui, who manages clean vehicle policy advocacy at the Natural Resources Defense Council.
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