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About half of EVs are sold in the top Democratic strongholds, new research finds.
Sales of electric cars have reached what some researchers believe is a “tipping point.” Now that the share of cars sold that are EVs has barreled past the 5% mark, the theory goes, they will rapidly take over the entire market. In the first quarter of this year, the Tesla Model Y became the best selling car in the world.
But new research shows that the escalating interest in electric vehicles has been highly partisan, calling into question the tipping point theory and threatening the widespread adoption needed to accomplish U.S. climate goals.
In the decade between 2012 and 2022, about half of new EVs sold went to the 10% most Democratic counties in the U.S., and about one-third went to the top 5%. That’s the main finding of a working paper released Monday by three economists from the University of California, Berkeley, MIT, and the business school HEC in Montreal. The researchers found that even when looking at individual years, the proportion of sales that went to top Democratic counties in 2012 remained unchanged in 2022.
“We expected to see a broadening of the market,” Lucas Davis, the author from Berkeley, told me in an email. “After all, it has now been 14 years since Nissan introduced the original Leaf, and long-range EVs have been widely available for a decade.” But the study suggests that while Democrats have long been strong supporters of EVs, interest from Republicans has remained unchanged.
Though there’s no clear signal in the data that EVs are becoming more polarized, that might change if Republican presidential candidates are successful in making EVs a wedge issue in the upcoming election. In a campaign speech in Detroit last month, former President Donald Trump called President Biden’s electric vehicle policies “cruel and ridiculous.” Trump played into fears that batteries are “bad for the environment,” and framed EVs as “for people who want to take very short trips,” despite most models achieving more than 200 miles before needing a charge. Governor Ron DeSantis of Florida has promised to reverse Biden’s policies that “force Americans to buy electric vehicles,” citing concern about dependence on China. Vivek Rameswamy has called subsidies for EVs “anti-American.”
The recent flurry of anti-EV sentiment from Republicans isn’t limited to the campaign trail. Many Republican states have imposed punitive annual registration fees on EV owners. Earlier this year, Wyoming lawmakers floated a bill to end EV sales by 2035, arguing EVs threaten the state’s oil and gas industry. Virginia Governor Glenn Youngkin rejected a proposed Ford battery plant due to its partnership with a Chinese company.
The new findings are also consistent with public opinion polling. For instance, this spring, Pew found that 56% of Democrats were very or somewhat likely to consider buying an EV, versus only 20% of Republicans.
In order to discern whether there was any correlation between EV adoption and political ideology, the authors gathered EV sales data by state and county from 2012 to 2020. As a proxy for political ideology, they used county-level voting records from the 2012 presidential election — but also tested the findings using records from 2016 and 2020 and found similar results. The data showed that EV adoption was highly concentrated in counties with the highest share of Democratic votes.
One perhaps unsurprising finding was that nine of the top ten counties for EV sales were in California, and the top four counties for EV sales were all in the Bay Area. Some of these, like Santa Clara and San Francisco, are among the wealthiest counties in the country, and past research has identified correlations between EV adoption and income. But even when the researchers controlled for income, the strong association between EV sales and Democrats persisted. They also found the correlation remained “strong and statistically significant” after controlling for population density — a rough proxy for the presence of EV chargers — and gasoline prices.
The authors warn that the results do not bode well for Biden’s climate goals. Earlier this year, the EPA proposed new fuel economy rules that are designed to increase EV sales to two-thirds of all new vehicles by 2032. “Such an aggressive increase would require adoption patterns to change dramatically,” they write.
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A renewables fight in Arizona turns ugly.
Autumn Johnson told me some days it feels like she’s shouting into a void.
Johnson is the executive director for the Arizona branch of the Solar Energy Industries Association, the nation’s pre-eminent solar power trade group. Lately, she told me, she’s seeing an increasing number of communities go after potential solar farms, many of them places with little or no previous solar development. There’s so many she’s had to start “tracking them on a spreadsheet,” she tells me, then proceeding to rattle off the names of counties and towns like battles in a war. Heatmap Pro data reveals how restricted Arizona is today, with six out of the state’s 15 counties showing a restrictive ordinance on solar and/or wind energy.
One of those battles: Chino Valley, a small town in northern Arizona. For two years, Johnson and others in the solar industry worked to try and massage the town into enacting restrictions on solar that wouldn’t all but ban the industry. But a town council meeting in mid-March turned ugly, as a debate over the restrictions ultimately devolved to heckling and hollering. “I’m surprised they didn’t throw things,” she recalled to me over the phone.
Playing back tape of that meeting, I watched as anyone who even spoke up in favor of solar was booed. When Johnson got up to speak and say SEIA recommended a smaller setback than drafted – 150 feet – audience members loudly laughed at her. Ultimately she was interrupted so many times that her time to speak expired before she finished her comments.
She asked the Chino Valley town council: “Could I finish my thought since I had to stop several times?” BOO! The audience wasn’t having it. And neither was the town council, who declined to let her continue.
After another hour-plus of testimony, the town council was swayed: Chino Valley dropped the regulation their staff spent years on and instead instructed them to draft a complete ban on all solar – as well as battery storage and wind farms.
If enacted, this regulation would all but doom Draconis, a large-scale utility solar farm proposed by bp in Chino Valley. A bp representative briefly testified at the town council meeting to say members of the public who’d previously spoken had mischaracterized the water usage required for the solar farm, but was booed off the microphone. The company did not immediately respond to a request for comment.
Johnson told me Arizonans in many pockets of the state are starting to turn on solar for two major reasons. One: There’s a partisan affiliation with renewables and climate change due to the Inflation Reduction Act and Joe Biden’s involvement in crafting the law. The other motivation? “Part of it is old school NIMBYism,” Johnson told me. “We’re acting like this is a new thing but NIMBYism is not new. Everybody wants electricity but nobody wants the infrastructure that is necessary to facilitate their use of electricity.”
She added: “The way things are moving, the number of cities and counties that have restrictions is going to be more and more.” While some communities may be accepting utility-scale development now, she is concerned they’ll hit a “saturation point where people start to build up some kind of resentment about the quantity of projects.”
“It’s domino-y,” Johnson confessed.
I’m no Arizonan. But to me, what’s happening in Arizona is essentially one big redux of an infamous prank TV segment from the show “Who Is America?” in which actor Sasha Baron Cohen plays a coastal liberal stereotype posing as an economic development entrepreneur.
Cohen’s character visits Kingman, Arizona, a town northwest of Chino Valley. In that prank, Cohen walked Kingman residents through a presentation about a promising new source of tax revenue and local employment, only to reveal… he’s talking about building a mosque in Kingman funded by the Clinton Foundation.
Kingman is in Mohave County, which happened to be the first county Johnson mentioned when we spoke. Mohave – represented in Congress by far-right Republican Paul Gosar – is one of the sunniest parts of the country, smack dab in the Mohave Desert. It’s also one of the counties with a restrictive ordinance that routinely rejects solar farms, despite a willingness among local officials to approve new fossil energy. Why? Well, in the view of some folks out there, you might as well be building a Hillary Clinton-branded mosque. Not to mention Mohave has quite a few telltale signs of being tough to develop, according to Heatmap Pro – it’s an extremely white county with an economy heavily dependent on tourism and agriculture, making land use and property value pronounced day-to-day concerns.
Stan Barnes, a lobbyist in Arizona who represents large-scale solar developers, told me that for “so long, renewable energy has been tightly embraced – even bearhugged – by the center-left side of the political spectrum.” Barnes said this fact alone has made it much harder to build in rural areas of Arizona that voted heavily for Donald Trump. “The center-right side of the political spectrum feels like it needs to resist.”
Developers are finding ways around this sticky wicket, Barnes said, but it requires being “wise” and “a certain degree of authenticity on the ground with local officials.” He noted the Palo Verde energy hub, a federally-designated energy and transmission project area in a mostly remote area that expands off of an existing power plant. Barnes also mentioned Mohave, where utility-scale solar is not banned outright but restricted to light industrial areas, as a place where development is still possible.
“There likely will not be that kind of development in Chino Valley and that’s the way it’s going to be in some jurisdictions," he said. “In other jurisdictions there’s going to be thoughtful ordinances that accommodate a variety of interests.”
And more of the week’s top renewable energy fights.
1. Long Island, New York – We begin today with a crucial stand-off for the future of energy off the coast of New York City: Rep. Chris Smith – one of the loudest anti-wind voices in Congress – is asking the Trump administration to shut down active work on the Empire Wind project.
2. Gulf of Maine – American floating offshore wind is now taking one more step backwards, as Mitsubishi pulls out of the test arrays it was working on under Biden with researchers at the University of Maine.
3. Nantucket County, Massachusetts – Speaking of bad wind news, the town of Nantucket has sued to block the SouthCoast offshore wind project.
4. Washington County, Rhode Island – If you want a small piece of good news for offshore wind, the primary lawsuit against Revolution Wind’s environmental review suffered a major setback this week.
5. Lackawanna County, Pennsylvania – In another piece of good news, Scranton, Pennsylvania, approved the city’s first solar project, despite nearby residents speaking in opposition to it.
6. Carroll County, Arkansas – Less positive solar news: they’re banning solar and wind in the Ozarks.
7. Noble County, Indiana – Landowners opposed to plans for a Geenex solar farm are escalating their war on the project to a lawsuit against their board of supervisors, alleging conflicts of interest around solar decisionmaking.
8. Olmstead County, Minnesota – It seems local control won’t win the day over a Ranger Power utility-scale solar project in the Gopher State.
9. Van Zandt County, Texas – A Texas County is issuing a stop work order on a Taaleri Energia battery project alleging it is violating the local fire safety code.
10. Sacramento County, California – A D.E. Shaw Renewables utility-scale project is taking one step forward after a local planning council recommended county officials give it the green light.
11. Shasta County, California – Elsewhere in California, ecological concerns about renewables are winning out over the pace of decarbonization.
12. Ada County, Idaho – We conclude today’s hotspots with, as Jon Stewart likes to say, a ‘Moment of Zen’: the city of Boise is rejecting a challenge to battery storage development.
A conversation with Dustin Mulvaney, professor of environmental studies at San Jose State University
Today’s conversation is with Dustin Mulvaney, an environmental studies professor at San Jose State University. Mulvaney is a social scientist who spent much of his time before January 2025 advocating for more considerate and humane renewable energy development. Then Moss Landing happened. Mulvaney – who was there at Moss Landing the first day – is now obsessed with the myriad safety concerns laden in large-scale utility battery storage and what plans were in place to deal with the fire. His reasoning? A failure to grapple with safety concerns could undermine public trust in battery storage and make a transition away from fossil fuels more difficult.
The following is an abridged version of our conversation, which was the interview that first prompted me to investigate the mystery of the health concerns surrounding the fire.
Why are you so concerned about what safety plan was in place before the Moss Landing battery fire?
Three o’clock was when the battery started smoking. The giant fire doesn’t happen until six o’clock and there were reporters on scene saying, the smoke’s gone. Then all of the sudden: boom. Just blows up, big time.
They didn’t evacuate the neighborhood until six. The neighborhood should’ve been evacuated at three when the smoke started.
Wait – they didn’t evacuate the neighborhood until three hours after the fire?
It depends what you mean by fire. There weren’t flames the first few hours. From the planning side, they should’ve at least been notified they would be evacuated if the fire got worse.
That’s part of the problem. You’ve got all these people looking around at this gigantic fire and that’s scary. And on the monitoring part, there should be a plan for how to monitor the fire. How come no one flew a drone into the cloud of smoke to look for whatever’s in there to just get a sense? And they were checking for hydrofluoric acid all around but they were all at ground level. It just feels like they weren’t prepared.
Why does it concern you that they were only checking for that chemical at ground level?
We had an inversion that night and when we get a little inversion off the bay, the air is really clean and clear. I got pretty close to the fire that night. I got as close as the police would let me go. And I was breathing clean air at ground level. I want to say I was a mile away.
So what do you think was most missing from a regulatory standpoint here? What should’ve been done that wasn’t done at a state level?
If you think about it, the pipeline explosion killed all those people in San Bruno before the California Public Utilities Commission said maybe we should regulate pipelines a little better, and then burned down cities with hooks that were 100 years old from power lines and [said] maybe we should do something better on power lines. To me it feels like the CPUC is the one who has been dragging their feet on all of this.
Because they’re behind on planning?
The CPUC is in charge of safety. It’s part of CPUC’s job to make sure that pipelines don’t explode and transmission lines don’t catch fire.
I agree that we need to be safer, but there’s some pretty serious urgency to build a lot more of these batteries, fast, no?
So, the analogy that I was trying to go with was that when CPUC doesn’t do its job, the Federal Energy Regulatory Commission has threatened to come in. When pipeline explosions happen and if CPUC doesn’t do its job–
So do you want a Trump administration FERC to step in?
Absolutely not, that is not what I am saying. I’m not advocating for that. No way.
It’s the question of where is everybody? The CPUC should’ve stepped in and implemented regulations immediately. Maybe we’d see something different here. Maybe someone goes in and inspects that battery facility and sees we need corrugated metal from Home Depot.
This is going to get worse. I’m sure if there’s anybody with battery storage in a building like Moss Landing they are now being asked, I’m sure their insurers are asking, where’s your thermal runaway certification for that facility?