A Geographic Split Shows Why US EV Adoption Forecasts Are Plummeting

The US doesn't have one EV market. It has two, and the national average hides it. Recurrent's Scott Case sits down with Nathan Niese, who builds EV adoption forecasts at BCG, to pull apart the number everyone quotes. The "15% by 2030" headline is really two very different countries averaged together: CARB states on a path that looks like Europe, with parts of California potentially hitting three out of four new vehicles with a plug, and non-CARB states sitting near 5%, where a lot of buyers ...