“California may have gone too far this time in nudging the industry to ever-higher sales of zero-emission vehicles. The rules would have required automakers to hit increasing percentages — 35 percent by model year 2026 and 68 percent by model year 2030 — before reaching 100 percent of new-car sales in 2035.
Maybe that would have worked if it were just about California. But a dozen other states are signed on to California’s targets, and they have been slower and less generous with incentives and EV charging infrastructure. Where California has more than a quarter of its new car sales coming from EVs, New Jersey is at 15 percent, and New York is under 12 percent”