Tailpipe exhaust from cars, pickups, tractor-trailer rigs and other transportation are the single largest source of air pollution, and California has by far the most cars on the road than any other state.
Some auto industry analysts warned the timeline could be too fast for technology to catch up to customer’s expectations. Battery life and manufacturing costs are still issues that haven’t been resolved, said IHS Markit principal analyst Stephanie Brinley, who studies the North and South American auto markets.
Jessica Caldwell, executive director of insights at the Edmunds.com auto pricing site, said Newsom’s announcement “does seem like this is a significant shot fired against” the internal combustion engine that is likely to trigger high-level meetings at all the auto companies, which were moving toward electric vehicles but didn’t expect a zero-emissions mandate in 15 years.
“Big and bold ideas are only better if they are affordable for us all,” said Cathy Reheis-Boyd, president of the Western States Petroleum Association. “Our industry and the energy we provide will be the part of any solution.” About a dozen states follow California’s lead on auto emissions standards that are more restrictive than federal rules. If those states follow suit on zero-emission vehicles, it could have a huge impact on the U.S. automobile industry.
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