What does a Biden presidency mean for the U.S. EV market?
For starters, strong fuel economy standards.

Not clear where these will land yet, but Obama era fuel economy standards would require around 25% of U.S. light duty vehicle sales to be electric by 2026.
Next up: the EV federal tax credit. This one would require support from the Senate. If that happens, The federal tax credit cap could be raised to 600,000 vehicles per automaker from 200,000 today. Biggest beneficiary: GM.
All eyes on what happens with the final Senate seats here
Also, a scrappage scheme favouring EVs. Biden's most likely approach here is to build on Senator Schumer's 'Clean Cars for America' proposal. This could be very big and would change the composition of the U.S. auto fleet.
Biden has also called for electrification of all 500,000 school buses in the U.S.
Kamala Harris sponsored the 'Clean School Bus Act', so watch for a push on this. The local air quality/health benefits could make it quite popular.
Biden talked about a target of installing 500,000 EV chargers, but with no specific timeline. Watch the American Transportation Infrastructure Act, that may be where the action is.
Lastly, look for a ramp up in procuring EVs for the government fleet.
Of course, CA also keeps its waiver in a Biden administration. That has a big, immediate impact.

Thanks @CBC727, @energyequity , @EthanAll and Aleksandra O'Donovan for tracking all of these and more. Full list and analysis available to BNEF clients.
You can follow @colinmckerrache.
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