You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Or maybe you want to go electric? Because yes, they are different.

Have you given much thought to the inner workings of your stove? Me neither. Your home probably came with one already installed, and so long as you can turn it on, boil some water and simmer up a sauce, perhaps that’s reason enough not to second guess it.
But if you’re cooking with gas, we’re here to let you know that, culinary connoisseur or not, there are undeniable benefits to switching to either electric or induction cooking. First and foremost, neither relies directly on fossil fuels or emits harmful pollutants such as nitrogen dioxide into your home, making the switch integral to any effort to decarbonize your life — not to mention establish a comfortable living environment. Second, both electric and induction are far more energy efficient than gas.
“So on a gas range, about 70% of the heat that is generated from the gas goes into your kitchen,” DR Richardson, co-founder of the home electrification platform Elephant Energy, told me. “So it's very inefficient. You get hot. The handle gets hot. The kitchen gets hot. Everything gets hot, except your food. And it takes a really long time.” With an electric or induction stove, you can boil water faster and heat your food up quicker, all while reducing your home’s carbon footprint.
Convinced yet? If you’re reading this guide, we sure hope you’re at least intrigued! But even after you’ve decided to make the switch, confusion and analysis paralysis can still loom. Are your needs better suited to electric or induction? Will expensive electrical upgrades be required? How will this impact your cooking? And where are all the stove stores, anyway? So before you start browsing the aisles and showrooms, let’s get up to speed on all things stoves… or is it ranges? You’ll see.
Friday Apaliski is the director of communications at the Building Decarbonization Coalition, a nonprofit composed of members across various sectors including environmental justice groups, energy providers, and equipment manufacturers, seeking alignment on a path towards the elimination of fossil fuels in buildings.
DR Richardson is a co-founder of Elephant Energy, a platform that aims to simplify residential electrification for both homeowners and contractors. The company provides personalized electrification roadmaps and handles the entire installation process, including helping homeowners take advantage of all the available local, state, and federal incentives.
It depends on the cookware you currently own, but you will almost certainly need to replace some items. Induction stoves work with pots and pans that are made of magnetic materials like cast iron and stainless steel, but not those made of glass, aluminum, or copper. You can check to see if your cookware is induction compatible by seeing if a magnet will stick to the bottom, or if the induction logo is present on the bottom.
Everyone has their own affinities, but what we can tell you is that both traditional electric stoves and newer induction stoves are more energy efficient than gas stoves, and when it comes to temperature control, induction stoves are the clear winner. They allow you to make near instantaneous heat adjustments with great precision, while gas stoves take longer to adjust and are less exact to begin with.
Cooking on a new stove will undoubtedly come with a learning curve, what with all the new knobs and buttons and little sounds to get used to. Many cooks are used to relying on the visual cue of the flame to let them know how hot the stove is, but now you’ll be relying on a number on the screen, instead. Especially if you go with induction stove, be assured that you’ll be in good company among some top chefs.
This is indeed a key question — more on this one below.
If you don’t know already, it’s not too hard to find out. When you turn on the stovetop, is there fire? That, folks, is a gas stovetop. It will have a gas supply line that looks like a threaded pipe that connects to the back of the appliance. Gas stovetops are tricky to clean, not particularly sleek, and most prevalent in California, New Jersey, Illinois, Washington DC, New York, and Nevada.
If you have an electric range, the stovetop will be flat with metal coils either exposed or concealed beneath a ceramic glass surface. The coils will glow bright when they’re on. Electric ranges plug directly into 240-volt outlets (newer versions have four prongs, older ones have three), with a cord that looks like a heavy vacuum plug or a small hose. Electric stovetops are always paired with electric ovens — this is the setup that the majority of Americans already have according to the Energy Information Administration.
“So if you have an electric range and you like it, that's wonderful. You should keep it. But generally, when we're talking about transitioning from a gas experience to something else, induction is a much more analogous cooking experience,” Apaliski said.
If you have an induction range, it was probably a very intentional choice! According to a 2022 Consumer Reports survey, only about 3% of Americans have an induction range or cooktop, so big ups if you’re a part of that energy efficient minority. But if you just wandered into a new home and are wondering if it’s got the goods, you might have to turn on the stove to tell. Unlike an electric stovetop, you won’t see the cooking area glow because the surface isn’t actually getting hot, only the cookware is. Induction stoves also plug directly into 240-volt outlets.
But wait! There’s a chance you’re cooking with both gas and electric on a dual-fuel range. The telltale sign will be if your range connects to both a gas supply line as well as a 240-volt outlet (remember that plug?). But if it’s difficult to determine what’s going on back there, here’s what else to look out for: A metal device at the bottom and/or top of the oven’s interior that glows bright when the oven is on indicates that it’s electric! Sometimes these heating elements will be concealed, though. In that case, look for telltale signs of gas: An open flame when the oven is on or a visible pilot light when off. Newer gas stoves might not have either, but rather use an electronic ignition system that you can hear fire up about 30-45 seconds after turning on the oven. If you’re still confused, there’s always your user manual! (You kept that, right?)
If you’re going from an all-gas range to electric or induction and your stove is located on a kitchen island, for example, this could make installing the necessary electrical wiring more complex. It’s something to ask potential contractors about when you get to that stage.
Whenever you add a new electric appliance to your home, there’s the possibility that you’ll need to upgrade your electric panel to accommodate the new load. A new panel can cost thousands of dollars, though, so you’ll want to know ahead of time if this might be necessary. First, check the size of your current electric panel. You can find this information on your main breaker or fuse, a label on the panel itself, or your electric meter.
According to Rewiring America, if your panel is less than 100 amps, an upgrade could be necessary. If it’s anywhere from 100 to 150 amps, you can likely electrify everything in your home — including your range — without a panel upgrade, although some creative planning might be needed (more on that here and below, in the section on finding contractors and installers). If your panel is greater than 150 amps, it’s very likely that you can get an electric range (as well as a bevy of other electrical appliances) without upgrading.
As of now, federal incentives for electric and induction ranges, cooktops, and ovens are not yet available. But Home Electrification and Appliance Rebates programs, established via the Inflation Reduction Act, will roll out on a state-by-state basis over the course of this year and next, with most programs expected to come online in 2025. These rebates could give low- and moderate-income houses up to $840 back on the cost of switching from gas to electric or induction cooking.
While many details have yet to be released, it’s important to note that qualifying customers won’t be required to pay the full price and then apply for reimbursement — rather, the discount will be applied upfront. Once the program becomes available, your state will have a website with more information on how to apply. If you’re cash-strapped today, it could be worth waiting until the federal incentives roll out, as rebates will not be retroactively available.
Many states and municipalities already have their own incentives for electric appliance upgrades though. Unfortunately, there’s currently no centralized database to look these up, so that means doing a little homework. Check with your local utility, as well as your local and state government websites and energy offices for home electrification incentives. If you happen to live in California or Washington state, you can search for local incentives here, via this initiative from the Building Decarbonization Coalition. The NODE Collective is also working to compile data on all residential incentive programs, so keep checking in, more information is coming soon!
Assuming you currently have a gas stove or a dual fuel range, this is the first big choice you’ll have to make. For customers interested in upgrading from electric to induction, let this also be your guide, as an induction stove is indeed the higher-end choice. Here are the main differences between the two:
Electric
Induction
*According to Rewiring America
** According to this paper
Heatmap Recommends: Spring for the induction stove if you can. Not only will it provide a superior cooking experience, but it’s safer too. Induction stoves only heat up magnetic pots and pans, so if you touch the stove’s surface, you won’t get burned. Most will also turn off automatically if there’s no cookware detected.
“Induction is definitely the upgrade in basically every sense, if you can afford it. Induction is a way better cooking experience. It's got way more fun heating and cooking control. It's much more energy efficient. It's much faster,” said Richardson.
If you’re curious about what it’s like to cook with an electric or induction stove, you can buy a standalone single-pot cooktop for well under $100; it will plug straight into a standard outlet. Additionally, Apalinksi says that many libraries (yes, libraries!) and utilities allow residents to borrow an induction cooktop and try it out for a few weeks, completely free of charge.
New electric and induction ranges and cooktops will only be eligible for forthcoming federal incentives if they’re certified by Energy Star, a joint program run by the Environmental Protection Agency and the DOE that provides consumer information on energy efficient products, practices, and standards. You can check out what models of ranges and cooktops qualify here. But to get a handle on the actual look and feel of various options, you should try and find a showroom or head to a large retail store.
“Go to your local big box retailer, whether it's a Home Depot or Best Buy or Lowe's, they tend to have a bunch of models on the floor. Their representatives can talk to you about all the different options out there. But you have to research a little bit ahead of time, otherwise they're going to point you to the latest gas appliance,” said Richardson.
If you learn that making the switch is going to entail particularly cumbersome electrical upgrades, Apaliski said there are some innovative companies such as Channing Street Copper and Impulse Labs that make induction ranges and cooktops that plug into standard outlets. They’re much pricier than your standard range, but if you can afford it, one could be right if you’re looking for plug-and-play simplicity and sleek design.
“So this is great, for example, if you are a renter, or if you are someone who has limited capacity on your electrical panel, or if you are someone who has one of these kitchen islands that is just impossible to get a new electric cord to,” Apaliski said.
If you buy your new range or cooktop from a big box retailer, they’ll typically haul away your old appliance and deliver and install the new one for you at either low or no cost. Don’t assume this is a part of the package, though, and be sure to ask what is and isn’t included before you make your purchase.
But if you’re moving from an all gas range or cooktop to an electric or induction range or cooktop, the complicated part isn’t the installation process, it’s everything that must come before. That includes capping and sealing the gas line for your old stove (this is a job for a plumber) and installing the requisite electric wiring to power your new stove (this is a job for an electrician).
As noted, making the switch could also mean a costly electric panel upgrade. You should ask potential electricians about this right away, as well as about creative solutions that would let you work with your existing panel. If you’re running out of space, you could buy a circuit sharing device like a smart splitter or a circuit pauser, which would allow multiple loads, such as an EV charger and your stove, to share a circuit, or ensure that specific appliances are shut off when you’re approaching your panel’s limit. Richardson recommends getting opinions from a couple different electricians, seconding the idea that if your panel is 100 amps or more, an upgrade is likely not necessary.
Above all, you should make sure that the gas line and electric work is taken care of before the stove installer comes to your home. Richardson said that occasionally, retailers will provide plumbing and electrical services as an add-on option, so it never hurts to ask. But most likely you’ll be sourcing contractors and compiling quotes on your own. If you don’t already have a go to person for the job, ask friends, family, and neighbors for references. Google and Yelp reviews are always there too.
New electric ranges do not usually come with a power cord. You must purchase your own power cord prior to installation.
Once you get time on the calendar with a trustworthy, knowledgeable and fair-priced plumber and electrician, it’s time to schedule the installation of your new range or cooktop. And after that it’s time to metaphorically fire up those resistive coils or electromagnetic fields and make yourself an electrified meal for the ages.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
One longtime analyst has an idea to keep prices predictable for U.S. businesses.
What if we treated lithium like oil? A commodity so valuable to the functioning of the American economy that the U.S. government has to step in not only to make it available, but also to make sure its price stays in a “sweet spot” for production and consumption?
That was what industry stalwart Howard Klein, founder and chief executive of the advisory firm RK Equities, had in mind when he came up with his idea for a strategic lithium reserve, modeled on the existing Strategic Petroleum Reserve.
Klein published a 10-page white paper on the idea Monday, outlining an expansive way to leverage private companies and capital markets to develop a non-Chinese lithium industry without the risk and concentrated expense of selecting specific projects and companies.
The lithium challenge, Klein and other industry analysts and executives have long said, is that China’s whip hand over the industry allows it to manipulate prices up and down in order to throttle non-Chinese production. When investment in lithium ramps up outside of China, Chinese production ramps up too, choking off future investment by crashing prices.
Recognizing the dangers stemming from dysfunction in the global lithium market constitutes a rare area of agreement between both parties in Washington and across the Biden and Trump administrations. Last year, a Biden State Department official told reporters that China “engage[s] in predatory pricing” and will “lower the price until competition disappears.”
A bipartisan investigation released last month by the House of Representatives’ Select Committee on Strategic Competition between the United States and the Chinese Communist Party found that “the PRC engaged in a whole‐of‐government effort to dominate global lithium production,” and that “starting in 2021, the PRC government engaged in a coordinated effort to artificially depress global lithium prices that had the effect of preventing the emergence of an America‐focused supply chain.”
Klein thinks he’s figured out a way to deal with this problem
“They manipulated and they crushed prices through oversupply to prevent us from having our own supply chains,” he told me.
It’s not just that China can keep prices low through overproduction, it’s also that the country’s enormous market power can make prices volatile, Klein said, which scares off private sector investment in mining and processing. “You have two years, up two years down, two years up, two years down,” he told me. “That’s the problem we’re trying to solve.
His proposal is to establish “a large, rules-based buffer of lithium carbonate — purchased when prices are depressed due to Chinese oversupply, and released during price spikes, shortages, or export restrictions.”
This reserve, he said, would be more than just a stockpile from which lithium could be released as needed. It would also help to shape the market for lithium, keeping prices roughly in the range of $20,000 per ton (when prices fall below that, the reserve would buy) and $40,000 to $50,000 per ton, when the reserve would sell. The idea is to keep the price of lithium carbonate — which can be processed as a material for batteries with a wide range of defense (e.g. drones) and transportation (e.g. electric vehicles) applications — within a range that’s reasonable for investors and businesses to plan around.
“Lithium has swung from like $6,000 [per ton] to $80,000, back down to $9,000, and now it’s at $11,000 or $12,000,” Klein told me. “But $11,000 or $12,000 is not a high enough price for a company to build a plan that’s going to take three to five years. They need $20,000 to $25,000 now as a minimum for them to make a $2 billion dollar investment.” When prices for lithium get up to “$50,000, $60,000, or $70,000, then it becomes a problem because battery makers can’t make money.”
Both the Biden and Trump administrations have taken more active steps to secure a U.S. or allied supply chain for valuable inputs, including rare earth metals. But Klein’s proposed reserve looks to balance government intervention with a diverse, private-sector led industry.
The reserve would be more broad-based than price floor schemes, where a major buyer like the Defense Department guarantees a minimum price for the output from a mine or refining facility. This is what the federal government did in its deal with MP Materials, the rare earths miner and refiner, which secured a multifaceted deal with the federal government earlier this year.
Klein estimates that the cost in the first year of the strategic lithium reserve could be a few billion dollars — on the scale of the nearly $2.3 billion loan provided by the Department of Energy for the Thacker Pass mine in Nevada, which also saw the federal government take an equity stake in the miner, Lithium Americas.
Ideally, Klein told me, “there’s a competition of projects that are being presented to prospective funders of those projects, and I want private market actors to decide, should we build more Thacker Passes or should we do the Smackover?” referring to a geologic formation centered in Arkansas with potentially millions of tons of lithium reserves.
Klein told me that he’s trying to circulate the proposal among industry and policy officials. His hoped is that as the government attempts to come up with a solution to Chinese dominance of the lithium industry, “people are talking about this idea and they’re saying, Oh, that’s actually a pretty good idea.”
Current conditions: After a two-inch dusting over the weekend, Virginia is bracing for up to 8 inches of snow • The Bulahdelah bushfire in New South Wales that killed a firefighter on Sunday is flaring up again • The death toll from South and Southeast Asia’s recent floods has crossed 1,750.

President Donald Trump’s Day One executive order directing agencies to stop approving permitting for wind energy projects is illegal, a federal judge ruled Monday evening. In a 47-page ruling against the president in the U.S. District Court for the District of Massachusetts, Judge Patti B. Saris found that the states led by New York who sued the White House had “produced ample evidence demonstrating that they face ongoing or imminent injuries due to the Wind Order,” including project delays that “reduce or defer tax revenue and returns on the State Plaintiffs’ investments in wind energy developments.” The judge vacated the order entirely.
Trump’s “total war on wind” may have shocked the industry with its fury, but the ruling is a sign that momentum may be shifting. Wind developers have gathered unusual allies. As I wrote here in October, big oil companies balked at Trump’s treatment of the wind industry, warning the precedents Republican leaders set would be used by Democrats against fossil fuels in the future. Just last week, as I reported here, the National Petroleum Council advised the Department of Energy to back a national permitting reform proposal that would strip the White House of the power to rescind already-granted licenses.
Back in October, I told you about how the head of the world’s biggest metal trading house warned that the West was getting the critical mineral problem wrong, focusing too much on mining and not enough on refining. Now the Energy Department is making $134 million available to projects that demonstrate commercially viable ways of recovering and refining rare earths from mining waste, old electronics, and other discarded materials, Utility Dive reported. “We have these resources here at home, but years of complacency ceded America’s mining and industrial base to other nations,” Secretary of Energy Chris Wright said in a statement.
If you read yesterday’s newsletter, you may recall that the move comes as the Trump administration signals its plans to take more equity stakes in mining companies, following on the quasi-nationalization spree started over the summer when the U.S. military became the largest shareholder in MP Materials, the country’s only active rare earths miner, in a move Heatmap's Matthew Zeitlin noted made Biden-era officials jealous.
NextEra Energy is planning to develop data centers across the U.S. for Google-owner Alphabet as the utility giant pivots from its status as the nation’s biggest renewable power developer to the natural gas preferred by the Trump administration. The Florida-based company already had a deal to provide 2.5 gigawatts of clean energy capacity to Facebook-owner Meta Platforms, and also plans gas plants for oil giant Exxon Mobil Corp. and gas producer Comstock Resources. Still, NextEra’s stock dropped by more than 3% as investors questioned whether the company’s skills with solar and wind can be translated to gas. “They’ve been top-notch, best-in-class renewable developers,” Morningstar analyst Andy Bischof told Bloomberg. “Now investors have to get their head around whether that can translate to best-in-class gas developer.”
Sign up to receive Heatmap AM in your inbox every morning:
In October, Google backed construction of the first U.S. commercial installation of a gas plant built from the ground up with carbon capture. The project, which Matthew wrote about here, had the trappings to work where other experiments in carbon capture failed. The location selected for the plant already had an ethanol facility with carbon capture, and access to wells to store the sequestered gas. Now the U.S. could have another plant. In a press release Monday, the industrial giant Babcock and Wilcox announced a deal with an unnamed company to supply carbon capture equipment to an existing U.S. power station. More details are due out in March 2026.
Executives from at least 14 fusion energy startups met with the Energy Department on Monday as the agency looks to spur construction of what could be the world’s first power plants to harness the reaction that powers the sun. The Trump administration has made fusion a priority, issuing a roadmap for commercialization and devoting a new office to the energy source, as I wrote in a breakdown of the agency’s internal reorganization last month. It is, as Heatmap’s Katie Brigham has written, “finally, possibly, almost time for fusion” as billions of dollars flow into startups promising to make the so-called energy source of tomorrow a reality in the near future. “It is now time to make an investment in resources to match the nation’s ambition,” the Fusion Industry Association, the trade group representing the nascent industry, wrote in a press release. “China and other strategic competitors are mobilizing billions to develop the technology and capture the fusion future. The United States has invested in fusion R&D for decades; now is the time to complete the final step to commercialize the technology.” Indeed, as I wrote last month, China has forged an alliance with roughly a dozen countries to work together on fusion, and it’s spending orders of magnitude more cash on the energy source than the U.S.
Founded by a former Google worker, the startup Quilt set out to design chic-looking heat pumps sexy enough to serve as decor. Investors like the pitch. The company closed a $20 million Series B round on Monday, bringing its total fundraising to $64 million. “Our growth demonstrates that when you solve for comfort, design, and efficiency simultaneously, adoption accelerates,” Paul Lambert, chief executive and co-founder of Quilt, said in a statement. “This funding enables us to bring that experience to millions more North American homes.”
Adorable as they are, Japanese kei cars don’t really fit into American driving culture.
It’s easy to feel jaded about America’s car culture when you travel abroad. Visit other countries and you’re likely to see a variety of cool, quirky, and affordable vehicles that aren’t sold in the United States, where bloated and expensive trucks and SUVs dominate.
Even President Trump is not immune from this feeling. He recently visited Japan and, like a study abroad student having a globalist epiphany, seems to have become obsessed with the country’s “kei” cars, the itty-bitty city autos that fill up the congested streets of Tokyo and other urban centers. Upon returning to America, Trump blasted out a social media message that led with, “I have just approved TINY CARS to be built in America,” and continued, “START BUILDING THEM NOW!!!”
He’s right: Kei cars are neat. These pint-sized coupes, hatchbacks, and even micro-vans and trucks are so cute and weird that U.S. car collectors have taken to snatching them up (under the rules that allow 25-year-old cars to be imported to America regardless of whether they meet our standards). And he’s absolutely right that Americans need smaller and more affordable automotive options. Yet it’s far from clear that what works in Japan will work here — or that the auto execs who stood behind Trump last week as he announced a major downgrading of upcoming fuel economy standards are keen to change course and start selling super-cheap economy cars.
Americans want our cars to do everything. This country’s fleet of Honda CR-Vs and Chevy Silverados have plenty of space for school carpools and grocery runs around town, and they’re powerful and safe enough for road-tripping hundreds of miles down the highway. It’s a theme that’s come up repeatedly in our coverage of electric vehicles. EVs are better for cities and suburbs than internal combustion vehicles, full stop. But they may never match the lightning-fast road trip pit stop people have come to expect from their gasoline-powered vehicles, which means they don’t fit cleanly into many Americans’ built-in idea of what a car should be.
This has long been a problem for selling Americans on microcars. We’ve had them before: As recently as a dozen years ago, extra-small autos like the Smart ForTwo and Scion iQ were available here. Those tiny cars made tons of sense in the United States’ truly dense urban areas; I’ve seen them strategically parked in the spaces between homes in San Francisco that are too short for any other car. They made less sense in the more wide-open spaces and sprawling suburbs that make up this country. The majority of Americans who don’t struggle with street parking and saw that they could get much bigger cars for not that much more money weren’t that interested in owning a car that’s only good for local driving.
The same dynamic exists with the idea of bringing kei cars for America. They’re not made to go faster than 40 or 45 miles per hour, and their diminutive size leaves little room for the kind of safety features needed to make them highway-legal here. (Can you imagine driving that tiny car down a freeway filled with 18-wheelers?) Even reaching street legal status is a struggle. While reporting earlier this year on the rise of kei car enthusiasts, The New York Times noted that while some states have moved to legalize mini-cars, it is effectively illegal to register them in New York. (They interviewed someone whose service was to register the cars in Montana for customers who lived elsewhere.)
If the automakers did follow Trump’s directive and stage a tiny car revival, it would be a welcome change for budget-focused Americans. Just a handful of new cars can be had for less than $25,000 in the U.S. today, and drivers are finally beginning to turn against the exorbitant prices of new vehicles and the endless car loans required to finance them. Individuals and communities have turned increasingly to affordable local transportation options like golf carts and e-bikes for simply getting around. Tiny cars could occupy a space between those vehicles and the full-size car market. Kei trucks, which take the pickup back to its utilitarian roots, would be a wonderful option for small businesses that just need bare-bones hauling capacity.
Besides convincing size-obsessed Americans that small is cool, there is a second problem with bringing kei cars to the U.S., which is figuring out how to make little vehicles fit into the American car world. Following Trump’s declaration that America should get Tokyo-style tiny cars ASAP, Transportation Secretary Sean Duffy said “we have cleared the deck” of regulations that would prevent Toyota or anyone else from selling tiny cars here. Yet shortly thereafter, the Department of Transportation clarified that, “As with all vehicles, manufacturers must certify that they meet U.S. Federal Motor Vehicle Safety Standards, including for crashworthiness and passenger protection.”
In other words, Ford and GM can’t just start cranking out microcars that don’t include all the airbags and other protections necessary to meet American crash test and rollover standards (not without a wholesale change to our laws, anyway). As a result, U.S. tiny cars couldn’t be as tiny as Japanese ones. Nor would they be as cheap, which is a crucial issue. Americans might spend $10,000 on a city-only car, but probably wouldn’t spend $20,000 — not when they could just get a plain old Toyota Corolla or a used SUV for that much.
It won’t be easy to convince the car companies to go down this road, either. They moved so aggressively toward crossovers and trucks over the past few decades because Americans would pay a premium for those vehicles, making them far more profitable than economy cars. The margins on each kei car would be much smaller, and since the stateside market for them might be relatively small, this isn’t an alluring business proposition for the automakers. It would be one thing if they could just bring the small cars they’re selling elsewhere and market them in the United States without spending huge sums to redesign them for America. But under current laws, they can’t.
Not to mention the whiplash effect: The Trump administration’s attacks on EVs left the carmakers struggling to rearrange their plans. Ford and Chevy probably aren’t keen to start the years-long process of designing tiny cars to please a president who’ll soon be distracted by something else.
Trump’s Tokyo fantasy is based in a certain reality: Our cars are too big and too expensive. But while kei cars would be fantastic for driving around Boston, D.C., or San Francisco, the rides that America really needs are the reasonably sized vehicles we used to have — the hatchbacks, small trucks, and other vehicles that used to be common on our roads before the Ford F-150 and Toyota RAV4 ate the American car market. A kei truck might be too minimalist for mainstream U.S. drivers, but how about a hybrid revival of the El Camino, or a truck like the upcoming Slate EV whose dimensions reflect what a compact truck used to be? Now that I could see.