From Energy Talking Points

By Alex Epstein

Biden’s proposed mandate of 67% EVs in the 2030s is a dictatorial attack on the American driver and the US grid that will

1. Force Americans to drive inferior cars.

2. Place massive new demand for reliable electricity on a grid that is declining in reliable electricity supply.

• Biden’s EPA is planning to dictate new emissions regulations for cars that will increase the EV market share of vehicles sold from today’s 6% up to 67% by 2032.1

• 1. Biden’s EV mandate will force Americans to drive more expensive, less capable cars
  
  If EVs were actually as good as their advocates say, they wouldn’t require lavish subsidies—let alone Biden’s mandate on top of lavish subsidies. Forcing EVs = harming Americans
• Today’s EVs, despite promises that they would already surpass gasoline vehicles, are not cost-effective for the vast majority of Americans. That’s why despite huge government subsidies, only 6% of us buy EVs . Mandating EVs violates our rights and hurts the poor most of all.2
• EVs may become even less cost-effective in the future due to rising electricity prices and growing shortages that are occurring as reliable power plants are shut down in favor of unreliable solar and wind, as well as increasing raw material prices (due to artificial, government-created demand for batteries).
• Range issues and recharge times are a logistical nightmare, even if you can afford a home recharge station. This is why EV owners tend to use EVs in addition to gasoline cars.
  
  67% EVs would be ruinous for the poor and middle class.3
• Currently the fossil fueled part of the transportation sector consumes about 1/4 of all US energy. This means that to handle a huge influx of EVs, the already fragile electricity sector would have to rapidly add reliable electricity capacity—the opposite of what’s happening.4

• For most Americans, EVs are significantly inferior in utility at a higher price per vehicle.
  
  And if electricity bottlenecks continue, the price disadvantage could worsen while the threat of electricity rationing/restricting for EVs could become real.
• 2. Biden’s EV mandate will cause electricity shortages
  
  US power grids are already struggling from retirements of reliable power plant capacity in favor of unreliable solar and wind. Forced electrification of vehicles will exacerbate the problem and make electricity more expensive.5
• A reliable grid is a foundation of our quality of life. Our lives depend on ultra-reliable electricity for the refrigerators that preserve our food, the water treatment plants that keep our water drinkable, the air conditioning that keeps us cool, the factories that produce our goods, etc.
• The root cause of our grid’s reliability problems is simple: America is shutting down too many reliable power plants—plants that can be controlled to produce electricity when needed in the exact quantity needed. And it is attempting to replace them with unreliable solar and wind.
• Thanks to government mandates and subsidies, solar and wind—“unreliables”—provide about 13% of American electricity. This 13% has already caused big electricity price increases and huge reliability problems. Instead of admitting this failure, Biden is doubling down.6
• The Administration is dictating two deadly policies at the same time:
  
  – Drastically reducing the supply of reliable electricity by shutting down reliable power plants
  – Drastically increasing demand for reliable electricity by mandating EVs
  
  This is a recipe for national immobility.
• Biden’s EV mandate emulates California’s reckless policy, which combines outlawing new oil-fueled vehicles by 2035 and wrecking its grid by shutting down reliable power plants.
  
  As The Babylon Bee put it, “State With No Electricity Orders Everyone To Drive Cars That Run on Electricity.”7

California is already having major problems with EV charging. On August 31, 2022, CAISO, the California grid operator, sent out a press release urging consumers to cut electricity usage during a heatwave, including using less air conditioning (!) and refraining from “charging electric vehicles.”

8

• Note that EV charging is a threat to the California grid while only a small share of CA’s over 30 million vehicles are electric and solar and wind are only a fraction of what they are supposed to become. With less reliable power and far more EVs the situation would be catastrophic.9
• Imagine if, during the California blackouts of 2020 or the Texas blackouts of 2021 these grids were both far more dependent on unreliable solar and wind and had a massive fleet of EVs that needed charging. Imagine the death toll and economic damage. That’s where our policies are taking us.
• Plans to rely heavily on unreliable solar and wind electricity generation, a key feature of Biden’s plan to power America’s EVs, requires the high voltage transmission system to grow massively in the next few years.
• At the current pace of transmission line building, it would take from many decades to centuries to build out our grid. New EV mandates add even more stress to the infrastructure, making everything in the supply chains more expensive while upgrades become more urgent.10

• Biden’s EV mandate will also make use dependent on foreign supply chains
  A crash EV mandate means a rapid, artificial increase in mining, processing, and manufacturing. Since US regulations are hostile to development, this means more dependence on others, especially China.11
• The “Inflation Reduction Act” promised additional subsidies for manufacturers who sourced their materials from inside the US, a protectionist policy to build up domestic supply chains. But Biden has systematically blocked US mining opportunities.12

Because of the clear impossibility to source many critical materials from the US, the Treasury Dept has already signaled flexibility in the rules on how the subsidies for domestic production will apply. Which means we will be dependent on others.

13

China dominates the supply chains of many critical minerals and given the environmental policies of the Biden administration, this will not change in favor of US mining anytime soon.

14

• A free-market EV policy
  
  In the future, EVs could benefit Americans and significantly reduce emissions if 1) competition makes them genuinely superior for most people 2) we dramatically increase electricity production using low-cost, reliable, scalable tech—most likely nuclear.
• If the Biden Administration wants to facilitate cost-effective EVs, the number one thing it needs to do is publicly reverse its attack on reliable power plants that would absolutely destroy our grid for existing electricity needs, let alone huge EV needs.
• Energy Talking Points by Alex Epstein
• The EPA vs. the grid
• We’re in an electricity crisis, with reliable power plants shutting down far faster than they are being built. And yet the Environmental Protection Agency (EPA) plans to make things much worse with 7 policies that gravely threaten 10-20% of our reliable capacity in the next 7 years…
• Read more
• 5 months ago · 60 likes · 2 comments · Alex Epstein
• The proper policy toward battery EVs is to let them compete on the open market with gasoline vehicles, natural gas vehicles, hydrogen vehicles, etc. And if you want to increase the competitiveness of all EVs, then stop screwing up the grid by mandating unreliable solar and wind.

“Energy Talking Points by Alex Epstein” is my free Substack newsletter designed to give as many people as possible access to concise, powerful, well-referenced talking points on the latest energy, environmental, and climate issues from a pro-human, pro-energy perspective.