Donald Trump trashes electric cars and again shows he knows nothing about them
Donald Trump has talked about electric cars in a new interview, and as usual, he has decided to trash them and show that he doesn’t know much about them.
Disclaimer: we don’t like to get too political at Electrek. We are biased toward electric vehicles and we do like policies that encourage them, especially those that incentivize them in a way that represents their benefits for the environment. Since Trump has a real chance of becoming president again, it’s important to cover his views on electric vehicles.
Historically, the former president has been all over the place with his comments on electric vehicles.
Most of the time, in his rallies, he has brought them up as a talking point to ridicule them – focusing on the premise that “don’t go far” and “charging is a pain”. He went as far as calling them a “hoax”.
But he has also claimed that he is “all for electric cars” and during his 2020 campaign, he tried to take credit for incentives put in place during the Obama administration.
In practice, the former president was trying to put in place policies to slow down electric car adoption – at the request of some automakers, to be fair. The Trump administration attempted to eliminate the tax credit for electric vehicles in the original version of their 2020 budget, though the provision never passed.
Furthermore, Trump was actively seeking to roll back vehicle emission standards that were encouraging automakers to produce more electric cars.
Now, with the 2024 election approaching, and Trump being almost guaranteed to clinch the Republican primaries, he has again been commenting on electric vehicles.
In a new interview with CNBC yesterday, Trump started discussing electric cars when asked about Elon Musk:
The former president suggested that he is friends with Musk and that he “helped him” when he was president, and they mainly disagree about one “minor subject”: electric cars.
Trump continues:
“I’m all for electric cars but you have to have all of the alternatives also. First of all they don’t go far, they cost too much, and they’re all going to be made in China.”
The likely republican candidate went on to claim that the US electric grid cannot support the rise and electric vehicles. He goes as far as claiming that it is an impossibility to go all-electric:
“It’s not even a possibility to go all-electric.”
The president is seemingly not aware that electric vehicles largely charge at night when electricity production far outpaced demand. EVs are a great example of a “controllable load” that, in fact, can help strengthen the US grid – not weaken it.
Electrek’s Take
Despite EVs being my passion, I could potentially concede that electric cars are a “minor subject” for a president or candidate.
However, manufacturing and jobs are not a minor subject, and cars and weapons are among the last major things that America produces and exports.
If you want to former to remain the case, you need a strong EV industry in the US. That’s a fact. The industry globally is moving to electric vehicles as they, combined with renewable energies, are the solution to decarbonize the transportation sector.
That’s a fact, and America is falling behind.
Now, Trump is right that China is leading the way there, but I don’t see how this is a reason to slow down EV adoption in the US. On the contrary, you will let Chinese automakers run with the market.
The US needs a strong domestic EV market to support American automakers’ own EV production, and then it has a chance at competing on the global stage. I think that’s pretty straightforward.
As for EVs sold in the US being made in China, I think the IRA has been very useful in preventing that. There has been a record level of investment from automakers, including Chinese-backed automakers like Volvo and Polestar, to build factories in the US to produce EVs.
If that was a real concern for Trump, which he makes it sound like it was, he should thank the Biden administration which has already taken a protectionist approach on that front.
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EV sales kept up their momentum in December 2024, with incentives playing a big role, according to the latest Cox Automotive’s Kelley Blue Book report.
December’s strong EV sales saw an average transaction price (ATP) of $55,544, which helped push the industry-wide ATP higher, according to Kelley Blue Book. The December ATP for an EV was higher year-over-year by 0.8%, slightly below the industry average, and higher month-over-month by 1.1%. Tesla ATPs were higher year-over-year by 10.5%.
Incentives for EVs remained elevated in December, although they were slightly lower month-over-month at 14.3% of ATP, down from 14.7% in November.
EV incentives were higher by an impressive 41% year-over-year and have been above 12% of ATP for six consecutive months. Strong sales incentives, which averaged more than $6,700 per sale in 2024, were one reason EV sales surpassed 1.3 million units last year, according to Cox Automotive, a new record for volume and share.
(My colleague Jameson Dow reported yesterday, “In 2024, the world sold 3.5 million more EVs than it did in the previous year … This increase is larger than the 3.2 million increase in EV sales from the previous year – meaning that EV sales aren’t just up, but that the rate of growth is itself increasing.”)
Kelley Blue Book estimated that in December, approximately 84,000 vehicles – or 5.6% of total sales – transacted at prices higher than $80,000 – the highest volume ever. KBB lumps gas cars and EVs together into this luxury vehicle category, so this is where Tesla Cybertruck is slotted.
However, Tesla bundles sales figures of Cybertruck with Model S, Model X, and Tesla Semi(!) into a category it calls “other models,” so we don’t know for sure exactly how many Cybertrucks Tesla sold in Q4, much less in December. However, Electrek‘s Fred Lambert estimates between 9,000 and 12,000 Cybertrucks were sold in Q4, and that’s not a stellar sales figure.
What will January bring when it comes to EV ATPs? What about tax credits? Check back in a month and I’ll fill you in.
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Tesla is now claiming that Cybertruck was the ‘best-selling electric pickup in US’ last year despite not even reporting the number of deliveries.
There’s a lot of context needed here.
As we often highlighted, Tesla is sadly one of, if not the most, opaque automakers regarding sales reports.
Tesla doesn’t break down sales per model or even region.
For comparison, here’s Ford’s Q4 2024 sales report compared to Tesla’s:
You could argue that Tesla has fewer models than Ford, and that’s true, but Tesla’s report literally has two lines despite having six different models.
There’s no reason not to offer a complete breakdown like all other automakers other than trying to make it hard to verify the health of each vehicle program.
This has been the case with the Cybertruck. Tesla is bundling its Cybertruck deliveries with Model S, Model X, and Tesla Semi deliveries.
Despite this lack of disclosure, Tesla has been able to claim that the Cybertruck has become “the best-selling electric pickup truck” in the US in 2024:
It very well might be true. Ford disclosed 33,510 F-150 Lightning truck deliveries in the US in 2024 while most estimates are putting Cybertruck deliveries at around 40,000 units.
Those are global deliveries, but Tesla only delivered the Cybertruck in the US, Canada, and Mexico in 2024, and most of the deliveries are believed to be in the US.
However, there’s essential context needed here, as we highlighted in our recent ‘Tesla Cybertruck sales are disastrous‘ article.
First off, Tesla had a backlog of over 1 million reservations for the Cybertruck that it has been building since 2019. This led many to believe Tesla already had years of demand baked in for the truck and that production would be the constraint.
However, based on estimates, again, because Tesla refuses to disclose the data, Cybertruck deliveries were either flat or down in Q4 versus Q3 despite Tesla introducing cheaper versions of the vehicle and ramping up production.
Again, that’s after just about 40,000 deliveries.
Furthermore, with almost 11,000 deliveries in Q4 in the US, Ford more likely than not outsold Cybertruck with the F-150 Lightning in Q4.
Electrek’s Take
Tesla is in damage control here. There’s no doubt that it is having issues selling the Cybertruck.
Inventory is full of Cybertrucks and Tesla is now discounting them and offering free lifetime Supercharging.
Tesla is great at ramping up production, and it’s clear the Cybertruck is not production-constrained anymore. It is demand-constrained despite having over 1 million reservations.
Again, those reservations were made before Tesla unveiled the production version, which happened to have less range and cost significantly more.
The upcoming cheaper single motor version should help with demand, but I have serious doubts Tesla can ramp this program up to more than 100,000 units in the US.
As a reminder, Tesla installed a production capacity of 250,000 units annually and Musk said he could see Tesla selling 500,000 Cybertrucks per year.
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