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Q&A: EVs and infrastructure in the 2020s with 8VC’s Jake Medwell and Skyline Policy’s Loren Smith
We’re almost a month into 2022 now, we have a new infrastructure law getting implemented, and we’re seeing regular news flow from companies on plans for advanced EV deployment. What should we be expecting for this year and beyond for the U.S. market? It’s clearer than ever that the U.S. fleet transition is inexorable, moving from ICE (internal combustion engines) to EVs (electric vehicles). It will happen. The questions now are about the timing, cost, adoption rates and — of course! — the supply chain. That makes sense. It’s seemed that way for several years, but certainly with the Ford F-150 going electric, the Stellantis/Chrysler announcement on going all-EV by 2028, etc., we’ve hit a watershed over this past year. Still, does that mean ICE vehicles are obsolete by 2030, 2035?