US gov’t may update EV charger subsidy rules for newly-certified NACS port
The Federal Highway Administration announced today that it will seek feedback on how government rules should be updated to account for the new NACS/J3400 charging standard, potentially unlocking $7.5 billion in federal subsidies for the Tesla-developed charging connector.
As part of the Bipartisan Infrastructure Law, the US government has allocated $7.5 billion in subsidies to expand EV charging access. $5 billion of that is through the NEVI program, which is intended to install a nationwide backbone of fast chargers at least every 50 miles along America’s major roads in order to make EV road trips seamless.
But one requirement of that law was that the chargers installed must be accessible by multiple brands of electric car – standard, not proprietary. This requirement is obviously reasonable, but it also seemed targeted at Tesla, a company that had built its own Supercharger network only accessible by Tesla vehicles.
In response to this, Tesla released specifications of its charging connector which it called the “North American Charging Standard.” This was somewhat of an absurd name at the time, given that Tesla was the only company using it.
However, since Tesla is a majority of the US EV market, Tesla’s argument was that most of the cars and most of the DC charging stations in America already used Tesla’s connector, so it should be considered a de facto standard anyway.
For a few months, not many people took this seriously. However, Ford shook up the industry by announcing it would adopt the NACS plug on upcoming vehicles. Soon after, GM made the same move, and now basically everyone else has – including one of the last holdouts Volkswagen, as of today.
But even after momentum was apparent, the White House threw cold water on NACS’ victory, reminding everyone that there are still “minimum standards” within federal charger subsidy rules, and it would have to examine how NACS fulfills those standards, to ensure that the charging network stay accessible and interoperable. A standard isn’t a standard just because one company says it is – it has to be treated like a standard with independent control and verification.
As of today, any DC chargers installed with federal money can have NACS connectors, but must also include CCS connectors.
This led SAE, the professional engineering organization that develops industry standards, to take up the flag of creating a real, independent standard that is no longer in the hands of Tesla, and Tesla obliged by allowing SAE to have control over the process of standardization.
The government will examine how to take advantage of the new SAE NACS/J3400 standard
And today, now that SAE has officially published its report on the J3400 charging standard (J3400 is SAE’s name for NACS), the government has simultaneously announced that it wants to re-examine its minimum standards in light of the new certification.
We covered how the new SAE/NACS standard will solve (basically) every charging problem in one fell swoop last week (click through to learn more about that, I promise it’s more interesting than an article about competing charging standards seems like it would be).
Today’s press release from the Federal Highway Administration announces that it “will soon publish a Request for Information (RFI) to solicit feedback from stakeholders on updating FHWA’s minimum standards and requirements for electric vehicle (EV) charging stations to allow for new technology and continued innovation.”
It also specifically calls out the news of the day, name-dropping Tesla and NACS as the reason for this call to update the government’s minimum standards:
With the implementation of J3400 TM, a new standard for charging EVs published by the Society of Automotive Engineers (SAE), any supplier or manufacturer will now be able to use and deploy the Tesla-developed North America Charging Standard (NACS) connector, which a majority of automakers have announced they will adopt on vehicles beginning in 2025 with adaptors available for current owners as soon as next spring.
In addition to that, the Biden Administration and the Joint Office of Energy and Transportation (which worked with SAE to develop the J3400 standard) put out a press release today applauding the new standard, celebrating how quickly the process was finished, and pointing to its potential future inclusion in the FHWA’s requirements.
Electrek’s Take
Firstly, I’d like to make note of the issue that many Tesla fans had for a while about the White House not properly acknowledging Tesla. I always thought this was silly, more of a reflection of the massive chip on the shoulder of the egomaniac who is the titular head of the company in question than of actual reality.
When the Biden administration said “hold up, not so fast” early in the NACS process, it made many think that Biden was once again slighting Tesla, but today’s news I think shows that that was never the case. The government simply wanted it to be a proper standard, and now it is (and that process went really fast), and on the same day that it became a proper standard, the government announced that it’s ready to treat it like one. That all seems fair to me.
While we don’t yet know what the minimum standards will change to, it seems clear that this is an effort to update them to coalesce around NACS. Which is great news, because charging will only get better when everyone just rips the band-aid off and goes with one charging standard – and a more robust one than J1772 at that.
But this leads to the question: will the government fully embrace NACS, thus potentially leaving some of the installed base of CCS-enabled cars out of luck in the longer term? Or will it hamstring deployment to some extent, requiring CCS (which is effectively now a dead standard) and therefore not full taking advantage of the NACS standard’s myriad solutions to charging problems?
But as I stated in that last article, this decision point is also a little ironic, considering NACS’ existence seems to have been spurred on by NEVI in the first place. When the government offered billions of dollars to companies that installed chargers with the requirement that those chargers be useable with multiple vehicles, that’s what got Tesla to finally offer a “standard.”
At the time, it wasn’t really a standard because only Tesla was using it, and it was somewhat of a last-ditch effort to save the Tesla connector. Then, when Ford decided to use NACS, that’s what started all the other dominos falling.
Now, NACS is dominant, but it only happened because of NEVI in the first place – and NEVI now has the difficult decision over whether to embrace the (positive) situation it caused, even if it will give some of the installed base an effective “use-by” date as a shift to NACS will inevitably mean fewer CCS/J1772 chargers over time.
We wish that all of this would have been figured out long ago so we could be done with it by now, but it looks like the solution to all our charging problems is finally nearly at hand.
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GM may have decided to pull the plug on the forward-looking Chevy Brightdrop electric van a few months ago, but don’t let that stop you, but don’t let that fool you. Right now might be the best time ever to get your hands on one.
SKIP THE STORY: jump right to the deals (trusted affiliate link).
It’s hard to overstate how good the deals on Chevy’s Brightdrop got while GM was still trying to build up demand for its fleet-focused van, and now that the company has decided to stop production, the deals have gotten even better, with a newly announced $699 lease for 39 mo. with $2,999 down through January 2nd — and that’s before you factor in an additional $3,000 discount reserved for Costco Executive Members!
Despite that, I’ve heard more than one fleet manager express hesitation at the thought of adding a discontinued product to their fleet, even if it is a killer discount. To them, I offer the following, model-agnostic rebuttal:
Legacy brands support their products
Companies like GM aren’t going anywhere soon, and neither are the customers they’ve spent millions of dollars acquiring over the past several decades. They’ll keep building parts and offering service and maintenance on vehicles like the Brightdrop for at least a decade — not least of which because they have to!
GM sells each Brightdrop with a minimum 8 year/100,000 mile warranty on the battery and other key components, which can be extended either through GM itself or through reputable third-party companies like Xcelerate Auto for seven more.
There are precious few large fleets out there looking at 15 year, 200-plus thousand mile vehicle replacement cycles. For those that are, however, all indications so far are that the vehicle’s battery health and general performance will still be well within usable limits.
So, yes: parts longevity and manufacturer support will be there (something I’d be less confident about with a startup like Rivian or Bollinger, for example), but there’s more.
Section 179 and local incentives
The One Big, Beautiful Bill Act (OBBBA) of 2025 gutted America’s energy independence goals and ensuring its auto industry would fall even further behind the Chinese in the EV race, but the loss of Section 45W wasn’t the only change written into the IRS’ rulebook. Section 179, an immediate expense reduction that business owners can take on depreciable equipment assets, has been made significantly more powerful for 2025.
The section 179 expense deduction is limited to such items as cars, office equipment, business machinery, and computers. This speedy deduction can provide substantial tax relief for business owners who are purchasing startup equipment.
The revised Section 179 tax credit (or, more accurately, expense reduction) allows for a 100% deduction for equipment purchases has doubled to $2.5 million, with a phase-out kicking in at $4 million of capital investments that drops to zero at $6.5 million. That credit and can be applied to new and used vehicles, as well as charging infrastructure, battery energy storage systems, specialized tools, and more (as long as they’re new to you).
What’s more, with regional incentives like the up to $15,000 off a new medium-duty van available from Illinois utility ComEd, the net cost of GM’s $699 promo lease drops to ~$315/mo., and there is still state money out there, as well, depending on where you live.
All of which is to say: don’t let a little thing like GM discontinuing the Brightdrop convince you to skip it. If you do that, the bean counters that killed off the Buick Grand National, GMC Syclone, and Pontiac Fiero win.
SOURCE | IMAGES: GM Envolve.
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US Energy Information Administration (EIA) data released on November 25 and reviewed by the SUN DAY Campaign reveal that, during the first nine months of 2025 and for the past year, solar and battery storage have dominated growth among competing energy sources, while fossil fuels and nuclear power have stagnated.
Solar set new records in September
EIA’s latest “Electric Power Monthly” report (with data through September 30, 2025), once again confirms that solar is the fastest-growing source of electricity in the US.
In September alone, electrical generation by utility-scale solar (>1 megawatt (MW)) ballooned by well over 36.1% compared to September 2024, while “estimated” small-scale (e.g., rooftop) solar PV increased by 12.7%. Combined, they grew by 29.9% and provided 9.7% of US electrical output during the month, up from 7.6% a year ago.
Moreover, generation from utility-scale solar thermal and photovoltaic systems expanded by 35.8%, while that from small-scale systems rose by 11.2% during the first nine months of 2025 compared to the same period in 2024. The combination of utility-scale and small-scale solar increased by 29.0% and produced a bit over 9.0% (utility-scale: 6.85%; small-scale: 2.16%) of total US electrical generation for January-September, up from 7.2% a year earlier.
And for the third consecutive month, utility-scale solar generated more electricity than US wind farms: by 4% in July, 15% in August, and 9% in September. Including small-scale systems, solar has outproduced wind for five consecutive months and by over 40% in September.
Wind leads among renewables
Wind turbines across the US produced 9.8% of US electricity in the first nine months of 2025 – an increase of 1.3% compared to the same period a year earlier and 79% more than that produced by US hydropower plants.
During the first nine months of 2025, electrical generation from wind plus utility-scale and small-scale solar provided 18.8% of the US total, up from 17.1% during the first three quarters of 2024.
Wind and solar combined provided 15.1% more electricity than did coal during the first nine months of this year, and 9.8% more than the US’s nuclear power plants. In fact, as solar and wind expanded, nuclear-generated electricity dropped by 0.1%.
Renewables are now only second to natural gas
The mix of all renewables (wind, solar, hydropower, biomass, and geothermal) produced 8.7% more electricity in January-September than they did a year ago, providing 25.6% of total US electricity production compared to 24.2% 12 months earlier.
Renewables’ share of electrical generation is now second to only that of natural gas, which saw a 3.8% drop in electrical output during the first nine months of 2025.
Solar + storage have dominated 2025
Between October 1, 2024, and September 30, 2025, utility-scale solar capacity grew by 31,619.5 MW, while an additional 5,923.5 MW was provided by small-scale solar. EIA foresees continued strong solar growth, with an additional 35,210.9 MW of utility–scale solar capacity being added in the next 12 months.
Strong growth was also experienced by battery storage, which grew by 59.4% during the past year, adding 13,808.9 MW of new capacity. EIA also notes that planned battery capacity additions over the next year total 22,052.9 MW.
Wind also made a strong showing during the past 12 months, adding 4,843.2 MW, while planned capacity additions over the next year total 9,630.0 MW (onshore) plus 800.0 MW (offshore).
On the other hand, natural gas capacity increased by only 3,417.1 MW and nuclear power added 46.0 MW. Meanwhile, coal capacity plummeted by 3,926.1 MW and petroleum-based capacity fell by an additional 606.6 MW.
Thus, during the past year, renewable energy capacity, including battery storage, small-scale solar, hydropower, geothermal, and biomass, ballooned by 56,019.7 MW while that of all fossil fuels and nuclear power combined actually declined by 1,095.2 MW.
The EIA expects this trend to continue and accelerate over the next 12 months. Utility-scale renewables plus battery storage are projected to increase by 67,806.1 MW (a forecast for small-scale solar is not provided). Meanwhile, natural gas capacity is expected to increase by only 3,835.8 MW, while coal capacity is projected to decrease by 5,857.0 MW, and oil capacity is anticipated to decrease by 5.8 MW. EIA does not project any new growth for nuclear power in the coming year.
SUN DAY Campaign’s executive director Ken Bossong said:
The Trump Administration’s efforts to jump-start nuclear power and fossil fuels are not succeeding. Capacity additions from solar, wind, and battery storage continue to dramatically outpace those from gas, coal, and nuclear, and by growing margins.
Read more: EIA: Solar + storage dominate, fossil fuels stagnate to August 2025
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The bZ3X is off to a strong start as Toyota’s most affordable electric SUV, starting at around $15,000 in China.
The bZ3X is a $15,000 Toyota electric SUV in China
Toyota’s joint venture, GAC Toyota, launched the bZ3X in China this March, an affordable, compact electric SUV aimed at young families.
The bZ3X is Toyota’s “first 100,000 yuan-level pure electric SUV,” starting at just 109,800 yuan, or roughly $15,000.
By May, the electric SUV was the best-selling foreign-owned EV in China, beating out the Volkswagen ID.3, Nissan N7, BMW i3, and Volkswagen ID.4 CROZZ.
According to the latest update, the bZ3X remains a hot seller. GAC Toyota announced that bZ3X sales exceeded 10,000 units for two consecutive months, with 10,010 units sold in November. Cumulative deliveries have now surpassed 62,000 units.
GAC Toyota recently put the electric SUV through rigorous testing on a winter road trip across China, “showcasing its impressive capabilities as a 100,000-yuan-class pure electric vehicle.”
Measuring 4,645 mm in length, 1,885 mm in width, and 1,625 mm in height, the bZ3X is about the same size as BYD’s popular Yuan Plus (sold as the Atto 3 overseas).
Inside, the electric SUV is a major upgrade over the Toyota vehicles we’re accustomed to, with advanced ADAS features, smart storage, and large digital screens.
The bZ3X is available in seven different trims in China, two of which include a LiDAR. Upgrading to the LiDAR version costs 149,800 yuan ($20,500).
Toyota’s electric SUV is available with 50.04 kWh and 67.92 kWh battery pack options, providing a CLTC range of 430 km (267 miles) and 610 km (379 miles), respectively.
Less than two weeks ago, GAC Toyota launched pre-sales for the bZ7, a new flagship electric sedan. According to Toyota, the new flagship EV “possesses a higher level of intelligence than any of Toyota’s offerings in global markets,” as the automaker fights to regain market share in China’s fierce auto market.
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