Data Stories

Atlas has tracked nearly $750 million of new estimated investment committed to medium- and heavy-duty (MDHD) charging from the beginning of 2024 through mid-January 2025, reaching a total of more than $30 billion. Of this new investment, the public sector added $530 million, driven largely by the first two rounds of the federal Charging [...]

Introduction The electric vehicle (EV) market is growing rapidly, with vehicle and battery manufacturers nearly $1.2 trillion globally in the transition from gas-powered to EVs. Of this total, $312 billion is expected to be invested into U.S. manufacturing, with nearly 71 percent of that amount - $223 billion - already allocated to specific [...]

The public and private sector are making transformative investments in medium- and heavy-duty (MDHD) electric vehicle (EV) charging infrastructure throughout the United States. An estimated $30 billion is going toward supporting MDHD charging across federal, state, and local governments, in addition to investor-owned utilities and the private sector.[1] Major private companies are demonstrating that [...]

Executive Summary Electric vehicle (EV) drivers are subject to a wide array of fees intended to mimic motor fuel taxes, including registration fees and charging taxes. At public charging stations, EV drivers may also pay sales taxes or an equivalent along with a tax on the electricity used. These taxes are stackable and [...]

As the electric vehicle (EV) market continues to heat up, automakers are going all in on electrification. Vehicle manufacturers and battery makers plan to invest $860 billion globally by 2030 in the transition to EVs. Nearly a quarter, $210 billion, is expected to be invested in the United States, more than in any other [...]

This data story seeks to put the unprecedented scale of recent federal EV investments in historical context.

To-date, investor-owned utilities (IOUs) have been approved to invest more in transportation electrification than the total funding from state and local governments. IOUs have been approved to invest more than $3.3 billion in things like charging infrastructure, EV education and awareness, and in some cases vehicle purchases. For comparison, state and local governments have [...]

Figure 1: Running Tallies from Sample of Utility Progress Reports Programs Reviewed of Total Approved Programs Dollars Spent (millions) Level 2 Ports Installed DC Fast Chargers Installed MDHD Chargers Installed (inc. School Bus Chargers) School Bus Chargers Installed Multi-Unit Dwelling Chargers Installed Workplace Chargers Installed Chargers Installed for Fleets Customers Enrolled in [...]

Figure 1: Planned investment in underserved communities by investor-owned utilities (Top 10) Source: EV Hub In the first half of 2021, electric utilities were approved to invest more than $44 million in underserved communities led by filings from San Diego Gas and Electric and Xcel Energy Colorado. New investment this year [...]

For the back half of the 2010s, state governments were at the helm of transportation electrification funding and policy in the United States. Funding for EVs and EV charging exploded in 2018 with more than 95 percent of the $2 billion in all-time state government funding for EVs and EV charging occurring between 2018 [...]

State EV policy activity has skyrocketed over the last five years with more than twice as many EV policies enacted in 2020 compared to 2015. The effects of these policies on the EV market range from stimulating adoption, like vehicle rebates, to punitive, like some annual EV registration fees. Passenger EV sales in the [...]

Electric utility investment in underserved communities has more than doubled since the end of 2019. This surge was driven by two major approvals in 2020, one for Southern California Edison and another spread across six of the seven investor-owned utilities in New York. The increasing allocation of investment to underserved communities signals a recognition [...]