In hopes of shoring up its aggressive anti-fossil-fuel policy agenda against a possible electoral loss this November, the Biden Administration is rushing to finalize as many regulatory mandates as it can before the start of the Congressional Review Act’s “lookback window”—the critical period near the end of an administration when newly issued agency rules become subject to special legislative procedures that allow them to be more readily overturned by the next Congress and a new President.
In this floodtide of final rules, perhaps the most egregious and far reaching are the two tailpipe emissions regulations recently issued by the Environmental Protection Agency (EPA)—also known as EPA’s electric vehicle, or EV, mandates.
With these mandates, EPA claims virtually unconstrained power to dictate the extent and pace of electrification of the Nation’s automotive sector, without any regard for the constitutional structures and democratic processes that are supposed to govern policymaking on matters of such vast economic and political significance.
The first of the tailpipe rules covers all model year 2027 and later light- and medium-duty cars and trucks in the United States, including passenger cars, light trucks (pickups, SUVs, crossovers, minivans), and medium-duty trucks (such as larger pickups and panel vans). The second rule covers new heavy-duty commercial work trucks and buses.
Together, these rules are designed to choke off the U.S. market for gasoline and diesel fuels by coercing automakers and truck manufacturers to convert more and more of their production from internal-combustion-engine (ICE) vehicles to battery-powered cars and trucks and to do so at a far faster rate than customer demand could ever support.
How do the rules do this?
First, they ratchet down the tailpipe emissions limits for carbon dioxide and for the traditional criteria and other pollutants associated with smog to levels so stringent that gas- and diesel-powered vehicles can’t possibly meet them.
EPA then applies the emissions limits to manufacturers on a fleetwide average basis and reduces these averages each model year at a rate carefully calculated to achieve the Biden Administration’s desired overall percentage mix of EVs in the U.S. car and truck fleets.
EPA projects that under these regulations, by model year 2032, 63 percent of new passenger cars sold in the U.S. will be EVs and another 10 percent will be plug-in hybrids; 52 percent of new light- and medium-duty trucks will be EVs and 14 percent plug-in hybrids; and from 14 to 67 percent of new heavy-duty trucks (depending on size, function, and configuration) will be zero emission.
For comparison, those percentages today are all in the single digits.
Thus, EPA is out to engineer a seismic transformation of America’s entire automotive sector.
The Clean Air Act—the supposed source of authority for these rules—has never been interpreted to authorize such a transformation and hasn’t previously been applied this way.
This scheme is very similar to the Clean Power Plan struck down by the Supreme Court under “major questions doctrine” analysis in West Virginia v. EPA.
There, EPA was trying to reduce carbon dioxide emissions by forcing a shift in the Nation’s electricity production from coal plants to wind and solar. The Court held that no part of the Clean Air Act gave EPA license to “restructure” the entire electricity market through “transformative” regulations. In the absence of a clear and specific delegation of authority by statute, the Court assumes that Congress has reserved the power to decide the “consequential tradeoffs” involved in such “vital considerations of national policy.”
The same goes for the EV mandates, the consequences of which for the American people will be staggering.
The price of all new vehicles will rise dramatically because of EPA’s rules, and America’s families will lose many of their favorite options at the dealership. Lower-income and rural Americans will be stuck driving older and older used vehicles, kept on the road with parts scrounged from the junkyard.
And that’s a terrible thing. Statistics confirm that older cars are far less safe in accidents than newer models, so highway deaths and injuries will definitely climb under EPA’s rules.
Countless jobs will be lost in the U.S. auto industry, too, while employment will continue to surge in China, as the U.S. becomes more dependent on China for the production of critical minerals and other inputs needed for EVs—increasing America’s strategic vulnerability.
Further, any rapid nationwide transition to electric cars and trucks will put a tremendous strain on our fragile electric grid and require a huge increase in electricity production, just as EPA is attempting to shut down fossil-fuel power plants. Electricity prices, caught in this squeeze, will inevitably spike for all Americans.
And there’s no doubt the U.S. trucking industry will be clobbered. One industry study estimates that around $1 trillion in infrastructure investment will be needed to support the electrification of commercial trucking in America. As for the trucks themselves, zero-emission big rigs are more than twice as expensive as new diesel rigs to purchase and have much greater operating costs. Inevitably, many trucking companies will be forced out of business, and the price of shipping for all goods will rise sharply throughout the U.S. economy.
At the same time, EPA’s scheme will have no meaningful effect on global climate or temperatures. That’s because, among other things, China’s production of energy from coal and its annual carbon dioxide emissions will just keep climbing higher and higher.
Indeed, the absence of real climate benefits from these aggressive tailpipe rules suggests that the driving purpose behind them is not so much to save the planet as to cripple the fossil-fuel industry and stifle America’s love of the automobile.
Of course, it is the American people who will ultimately bear the cost of these punitive policy choices.
The issues raised by the EV mandates involve matters of life, liberty, and prosperity, matters that are fundamentally political in nature. Under our constitutional republic, it is for Congress, and Congress alone, to weigh the competing interests at stake in these matters and to make the monumental decisions that EPA now presumes to take upon itself.
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