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California's EV Reset Button

California's EV Reset Button

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The president has signed resolutions blocking California's EV mandate, marking a major legislative win for the auto industry nationwide. Brian Maas, President of the California New Car Dealers Association, discusses how this development impacts dealers, OEMs, and consumers in California and other states following California's emissions standards.

• California's Advanced Clean Cars 2 regulation required 100% zero-emission vehicles by 2035
• The Congressional Review Act process was used to eliminate California's special emissions waiver
• CARB agreed to pause enforcement for the 2026 model year even while their lawsuit is pending
• California EVs comprise 20% of new vehicle sales—triple the national rate but far below the mandated 35%
• California currently has 170,000 public chargers but needs 2.1 million by 2035
• Tesla's market share has dropped six consecutive quarters in California
• Dealers in California are now collectively selling more EVs than Tesla
• Current business climate shows dealer concern about tariffs, high interest rates, and political uncertainty
• Market uncertainty most significantly impacts consumer willingness to purchase new vehicles


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