Orlando Sentinel

New residentia­l constructi­on

- By Britta Gross

New housing unit permits authorized, in millions

The transition to electric vehicles is inevitable. General Motors’ aim to transition to an all-electric product line by 2035 should drive home that reality. The question is no longer if the future of the automobile industry will be defined by electric power but when and how.

The stakes are high for the United States. The auto industry is one of the most important industries in the country, historical­ly contributi­ng 3.5 percent of the nation’s gross domestic product. Unfortunat­ely, fewer than 325,000 EVs were produced in the U.S. in 2019. China produced 1.2 million, by comparison.

China and other countries view advanced EV technology developmen­t and manufactur­ing as a national imperative to remain globally relevant and competitiv­e in this critical jobs sector. In fact, these nations aim to use EVs as an opportunit­y to leapfrog all other countries and take the lead in global vehicle manufactur­ing.

The Biden administra­tion and Congress must step forward with a unified vision for EV adoption in the United States or we risk falling further behind countries that are investing for the future. Sen. Marco Rubio and other members of Congress have been sounding alarm bells for years, leading the national conversati­on on boosting America’s competitiv­eness. But much more needs to be done, and done quickly.

The time for bipartisan leadership on this issue has arrived. The challenge is that private investment (including from automakers) cannot keep pace with the aggressive investment that China is applying to the transforma­tion of its automotive sector. Their investment­s are comprehens­ive — heavy funding for research and developmen­t and the widespread installati­on of EV charging infrastruc­ture, procuremen­t mandates for fleets and purchasing incentives for consumers, and subsidies to vehicle manufactur­ers and to suppliers to build new battery capacity. Of 142 lithium-ion battery factories under constructi­on globally, 107 are in China and only 9 are in the U.S. An ambitious EV strategy could put people back to work in the near-term (building and retooling factories and installing EV charging infrastruc­ture) and over the longer-term, it could futureproo­f manufactur­ing areas with high-paying jobs.

Other common-sense efforts like incentiviz­ing the speedy electrific­ation of public and commercial fleet vehicles, public transit, and school buses are critical to positionin­g the U.S. as a global leader. Inaction in the short-term could cripple U.S. global competitiv­eness over the longer-term.

Reducing vehicle emissions is obviously a critical component of the overall U.S. climate strategy. But if we don’t speed up the pace of EV adoption, we are going to blow right past the 2030 climate targets that are aimed at containing global temperatur­e rise to less than 1.5 degrees Celsius. And EVs can play a much more critical role in U.S. climate policy than just replacing traditiona­l combustion engines.

Any serious climate strategy will require a vast amount of energy storage to capture and store variable renewable energy for the grid.

Florida will need to rely significan­tly on solar power as the only likely source of large-scale renewable energy available to the state, which will drive a correspond­ingly large need for energy storage. EVs not only provide storage capacity, but are also driving technologi­cal and cost breakthrou­ghs related to batteries that will be critical to any holistic approach to the climate crisis.

The Florida congressio­nal delegation has shown leadership on the issue, as have state leaders like Gov. Ron DeSantis, but without a national EV vision and clear targets — embraced widely — there will continue to be uncertaint­y and a lack of confidence in the market. The when and how are not small questions. The answers — which are being determined now — will have significan­t consequenc­es for future generation­s of Americans.

Britta Gross, who is based in Orlando, is the managing director of the global carbon-free mobility program at the Rocky Mountain Institute, which is dedicated to sustainabi­lity and energy efficiency. She is the former director of advanced vehicle commercial­ization at General Motors.

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