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| CO2 reduction from EVs compared to CO2 emissions increase from higher light truck sales, light-duty fleet average changes from 2012 through 2021. |
Although U.S. electric vehicle sales have been growing by leaps and bounds, so too have the sales of large light trucks. Last year, my analysis of the then-current EPA data revealed that CO2 emissions due to the market shift to light trucks (mainly pickups and most SUVs) was over five times greater than the emission reduction that EVs would have achieved on their own. This gap has dropped to just under a factor of four, as shown in the chart above. In short, EVs sales still have not made a dent in the overall lifetime carbon burden of the new light-duty vehicle (LDV) fleet.
