General Motors has reignited controversy as GM is fighting California on EVs, pushing back against the state’s aggressive zero-emission mandates. In a surprising turn, GM now stands opposed to California’s 2035 ban on new gas-powered vehicle sales, setting the stage for a fierce policy and legal showdown.
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GM Is Fighting California on EVs: Why Now?
GM, which once aligned with California’s clean vehicle mission, is now urging lawmakers to support a federal override of the state’s emission authority. This comes just as California ramps up its enforcement of the Advanced Clean Cars II regulation—a rule requiring 100% of new cars sold to be EVs or plug-in hybrids by 2035.
GM argues that California’s mandates are out of sync with current consumer demand, EV affordability, and nationwide infrastructure readiness. Instead, it advocates for a uniform national standard that wouldn’t penalize states or manufacturers with slower EV transitions.
This new lobbying approach marks a significant pivot in GM’s policy direction, particularly after previously withdrawing from legal efforts that opposed California’s authority during earlier federal rollbacks.
What’s Really at Stake in This Policy Fight?
Here’s a breakdown of what this EV showdown means:
| Issue | California’s Stand | GM’s Concern |
|---|---|---|
| Sales Mandate | 100% ZEVs by 2035 | Not feasible given current market demand |
| Emission Authority | Retains special EPA waiver | Seeks uniform federal control |
| Impact on Consumers | Cleaner air, faster EV transition | Higher vehicle prices, fewer choices |
| Industry Flexibility | Strict state-by-state compliance | Streamlined national standards |
| Charging Infrastructure | Rapid expansion plan underway | Claims national network still insufficient |
This isn’t just a war of words. GM’s actions could influence federal legislation, especially as key senators debate whether California should keep its unique emissions-setting powers.
EV Sales Slowdown Fuels the Dispute
The timing of this push is no coincidence. Industry-wide, EV sales growth has slowed. Inventories are piling up. Many buyers still prefer hybrids or gas-powered vehicles due to range anxiety and high prices. Even automakers like Ford and Honda have announced delays in their EV rollouts.
GM is responding to this climate. It believes that forcing zero-emission goals too quickly could backfire economically—hurting consumers, factory workers, and supply chains alike. The company claims it’s not anti-EV, but pro-choice and pro-market realism.
GM’s Lobbying Efforts: What They Want Overturned
Internally, GM has called on its employees to contact senators and support federal bills aimed at nullifying California’s strict emissions waivers. These efforts are part of a broader auto-industry trend pushing back against what it sees as an overly aggressive EV policy.
The automaker argues that:
- State-by-state rules lead to unnecessary complexity and legal confusion
- Consumers in rural areas need longer transition timelines
- Federal control ensures broader infrastructure equity
This policy shift is striking, especially as GM had previously committed to selling only zero-emission vehicles by 2035. But now, it appears the company wants flexibility, not mandates.
California’s Counter-Punch: The Power of the Waiver
California isn’t backing down. The state insists that its EPA-granted waiver is essential to protecting public health and advancing climate leadership. Over a dozen other states follow California’s lead, amplifying its influence on national auto markets.
Governor’s offices and environmental groups have condemned GM’s stance as short-sighted and contradictory. They argue the auto industry should double down on EVs, not retreat, especially amid rising climate emergencies.
The Broader Impact: Beyond California
This fight isn’t just a Golden State issue. If GM succeeds in rolling back California’s authority:
- EV policies nationwide could weaken
- Other states may lose power to set progressive clean-air rules
- U.S. global competitiveness in EV technology could take a hit
At the same time, automakers may gain more time and flexibility to innovate and adapt to real-world consumer needs.
This battle, therefore, represents more than regulatory wrangling—it’s a clash of visions for America’s transportation future.
Let’s Sum It Up
GM is fighting California on EVs at a time of major crossroads for the auto industry. The outcome will shape not just how cars are made and sold, but how clean—or carbon-heavy—America’s roads will be for decades.
Whether GM’s push succeeds or backfires, the debate is forcing a national conversation about who really gets to decide how fast the EV revolution happens: federal lawmakers, state governors, or the drivers themselves.
Your Turn: What Do You Think?
Should California lead the way in EV mandates, or should GM be allowed more flexibility to follow market trends?
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