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California's ambitious EV mandate faces serious challenges with the 2026 requirement of 35% zero-emission vehicles while current market share sits at just 20%. Brian Maas, president of the California New Car Dealers Association, explains the growing tension between political ambition and market realities.

• California leads the US in electric vehicle adoption with one in five vehicles sold being pure EVs

• Upcoming mandate requires 35% of all vehicles manufactured for California to be zero-emission by 2026

• Manufacturers face $20,000 fines per non-compliant vehicle, likely leading to restricted allocation of gas-powered cars

• 64% of Californians oppose the zero-emission vehicle mandate to go 100% by 2035

• Insufficient charging infrastructure remains the top concern preventing consumers from transitioning to EVs

• California needs 1 million public chargers by 2030 but currently has only 178,000

• Price difference between electric and gas vehicles ranges from a few thousand to over $10,000

• California dealers have launched a "Calibrate" campaign asking regulators to pause enforcement

• China's BYD has become the world's largest EV manufacturer, raising trade and policy questions

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Chapters

1. California's Ambitious EV Policies (00:00:00)

2. EV Mandate Reality vs Market Share (00:08:58)

3. Consumer Opposition and Charging Infrastructure (00:19:46)

4. California's Environmental Leadership (00:24:59)

5. Refinery Closures and Fuel Prices (00:34:05)

34 episodes