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The report details a shift in U.S. federal priorities that has narrowed incentives for clean energy, primarily through the One Big Beautiful Bill Act (OBBBA) and executive agency actions. It highlights significant tax credit repeals or restrictions, DOE funding cancellations, and EPA reporting rollbacks that have created deep uncertainty across the electric power, manufacturing, and energy and industry sectors. While some investments accelerated to meet new deadlines, others—particularly in hydrogen, sustainable aviation fuel, and carbon management—have declined or relocated abroad.

In 2025, electric vehicles (EVs) accounted for over a quarter of global new car sales, driven by a significant shift in emerging markets. While legacy auto markets in the US and Canada have seen a rollback of incentives, countries in Southeast Asia and Latin America are 'leapfrogging' advanced economies. Viet Nam and Singapore have reached EV sales shares exceeding 40%, surpassing the UK and EU. China continues to dominate as the largest market, with its exports increasingly targeting non-OECD markets such as Brazil, Mexico, the UAE, and Indonesia. The report highlights that EVs significantly reduce fossil fuel demand, with battery electric vehicles in Brazil delivering an estimated 90% reduction compared to internal combustion engine vehicles.

RMI analysis indicates that flexible service connections—agreements where charging sites curtail load during peak hours—could allow PG&E's feeders to support an additional 25,000 to 70,000 heavy-duty trucks per year. The study finds that shifting just 1 megawatt of load away from peak hours would enable the majority of feeders to charge 10 more trucks than traditional planning allows, often with minimal operational impact since most trucks are parked during peak grid hours.

The report identifies Norway, Sweden, Denmark, Finland, the Netherlands, and China as the fastest adopters of electric vehicles by sales share. It highlights China's dominance in both total volume (11.3 million sales in 2024) and market share (48%), while noting Norway's lead in share (92%). The analysis emphasizes that rapid uptake is driven by government incentives, investment in charging infrastructure, and the availability of affordable models. It also notes a trend of 'leapfrogging' in developing nations like Ethiopia, Nepal, and Sri Lanka, fueled by affordable Chinese imports.

The briefing examines the grid constraints facing electric truck charging depots, which often require 5–10 MW per site and have shorter development timelines than traditional large loads. It proposes 'flexible service connections'—agreements where utilities provide higher power capacity during off-peak periods in exchange for managed consumption—as a solution to avoid costly and slow infrastructure upgrades. RMI analysis indicates that many fleets in California and New York can shift charging to overnight or solar-peak hours without altering operations, potentially reducing capital costs by 40% to 70%. The document highlights pilots by National Grid, Southern California Edison, and PG&E, noting that PG&E's Flex Connect program enabled PepsiCo to expand its electric fleet 18 months faster than conventional planning, saving an estimated $1 million in fuel costs.

Small EV customers, including multi-family housing residents and small fleet operators, face significant barriers to grid connection, such as unpredictable costs, long timelines, and a lack of technical expertise. To address this, RMI and its partners developed a roadmap focusing on four key areas: enhancing customer educational resources, increasing utility process transparency, collaborating with local governments and industry to streamline permitting and workforce development, and maintaining post-energization customer relationships.

India's transition to zero-emission trucking (ZET) is presented as a critical lever for reducing road transport emissions and enhancing energy security. The briefing argues that achieving 85 percent ZET sales by 2050 could abate 2.8 gigatons of CO2 and save US$1.4 trillion in diesel costs. To achieve this, the document proposes five building blocks: aggregating demand in early-moving sectors, mobilizing blended finance, deploying charging infrastructure on priority corridors, scaling local manufacturing of batteries and fuel cells, and aligning national and state policy incentives.

The report assesses the economic damage caused by the One Big Beautiful Bill Act (OBBBA), projecting significant costs to households and a reduction in GDP and jobs by 2035. It urges U.S. state policymakers to implement five 'no-regrets' strategies—accelerating wind and solar construction, streamlining deployment, sustaining electric transportation, increasing building efficiency, and stimulating clean industrial investment—to maintain economic opportunity and lower energy costs despite federal policy failures.

The report examines how India can transition to cleaner EV charging by utilizing time-of-day (ToD) tariffs, green tariffs, rooftop solar, and open access. While states like Assam, Bihar, Maharashtra, and Madhya Pradesh use ToD tariffs to encourage charging during solar hours (10 AM to 4 PM), the prevalence of nighttime home charging and limited public charging infrastructure (approximately 26,367 stations) hinder effectiveness. Green tariffs are currently restricted to consumers with loads over 100 kW, and while rooftop solar is gaining traction in Delhi and Bengaluru, high deployment costs remain a barrier. Open access for renewable energy is available for operators with a 100 kW load, but high upfront and third-party charges limit its adoption.

India's electric vehicle (EV) market grew elevenfold between FY2020 and FY2025, driven by central and state government subsidies. The transport sector, particularly road transport, is a critical focus for India's goal to reach net-zero emissions by 2070. Key policy mechanisms include the FAME-I, FAME-II, and PM E-DRIVE schemes, alongside state-level policies in over 25 states.

The report identifies the necessity of a high-capacity charging network—comprising private depot charging, public charging, and grid upgrades—to enable the adoption of zero-emission trucks in India. It argues that a combination of public and private finance, including blended finance and government intervention, is required to unlock capital and mitigate risks for distribution companies (DISCOMs) and charging point operators (CPOs) to meet India's 2070 net-zero goals.

Kiri EV, founded in 2020 by Chris Maara, develops electric motorcycles and tuk-tuks tailored for African roads, aiming to reduce fuel and operational costs by 40% to 60%. The company overcame early challenges including unsuitable imports from India and China, a lack of skilled local talent, and regulatory gaps in Kenya where EVs were sometimes classified as toys. Funding was secured through personal savings, grants from the Siemens Foundation and the Kenya Climate Innovation Center, and support from develoPPP Ventures and DEG Impulse. Kiri EV focuses on youth empowerment, recruiting fresh graduates and T-VET students to bridge the skills gap and providing training to 1,600 individuals. The founder advocates for industry-friendly regulations, increased local African investment, and structural protections for local entrepreneurs against foreign competition.

The report outlines a strategy for Indonesia to reach its goal of 13 million electric two-wheelers and 2 million electric four-wheelers by 2030 through a combination of policy, financing, technology adoption, and corporate engagement.

The author contends that the overturning of EPA waivers for California's car and truck standards is a temporary setback that should motivate states to accelerate the transition to zero-emissions vehicles. The document proposes a strategy involving legal challenges by California, the development of new rules like Advanced Clean Cars III, the adoption of standards by Section 177 states, and the implementation of Indirect Source Rules and Dirty Cargo Fees to address pollution hotspots.

Battery electric heavy-duty vehicles (HDVs) are projected to become the most cost-effective freight transport option in most U.S. states by 2030. While current U.S. purchase prices are anomalously high compared to global trends, falling battery costs and operational savings are driving a clear TCO advantage over diesel and hydrogen fuel cell trucks. The report emphasizes that state-level policy leadership—including price transparency, resale value support, and infrastructure credits like California's LCFS—is critical to unlocking these economic benefits.

The U.S. public EV charging network grew more than six-fold between 2016 and 2025, reaching nearly 196,000 ports. While California leads in total numbers and northeastern states lead in density, significant coverage gaps remain in the southern, central, and plains regions. To support a projected 33 million EVs by 2030, the U.S. may need 1 million additional public chargers, including 170,000 DC fast chargers.

The document outlines a strategy for Canada to achieve net-zero passenger transport by prioritizing walking, cycling, public transit, and zero-emission vehicles (ZEVs). It highlights that 82% of Canadians live in urban areas, making the country well-suited for these transitions. The brief argues that this shift would reduce household costs, improve public health by reducing air and noise pollution, and create approximately 1.6 million jobs by 2050. Key policy recommendations include a federal ZEV sales standard requiring all new light-duty vehicle sales to be ZEVs by 2035, increased funding for high-speed rail in the Quebec-Windsor corridor, and provincial zoning reforms to increase urban density.

RMI analysis indicates that electric vehicles (EVs) are generally more economical for fleets than fossil fuel vehicles, though the extent of this advantage varies by vehicle type and depends heavily on federal commercial vehicle and charger tax credits. While electric paratransit vehicles maintain a TCO advantage even without tax credits, other applications like patrol cars and private security vehicles require tax credits to be more economical than fossil fuel alternatives. For construction contractor and large medium-duty delivery vehicles, TCO parity is only approached or achieved at higher fuel prices (e.g., $3.75/gallon) and with the application of tax credits.

The U.S. clean energy sector saw record solar and battery storage installations in 2024, with renewables accounting for approximately 90% of new capacity. However, progress is hindered by grid interconnection backlogs, rising local opposition, high interest rates, and supply chain shortages. The report also notes a slowdown in EV sales growth and warns that the Trump administration's policies may create further roadblocks to decarbonization.

The document identifies access to finance as a primary barrier to zero-emission truck (ZET) adoption in India due to investor hesitancy and higher interest rates compared to diesel trucks. It proposes three financial mechanisms—risk-sharing facilities, tailored insurance, and Mobility-as-a-Service (MaaS)—drawing on examples from California, China, and Europe to accelerate India's ZET market growth.