How EV Data, Battery Prices & U.S. Policy Are Supercharging the Electric Transition: Corey Cantor, ZETA

Grid Connections

Summary
Corey Cantor, Research Director at the Zero Emission Transportation Association (ZETA), joins us to break down the data behind the electric vehicle (EV) transition in the U.S. We explore how falling battery prices, expanding public charging infrastructure, and landmark policies like the 30D EV tax credit and 45X manufacturing incentives are accelerating EV adoption and reshaping the auto industry. Corey shares insights on shifting consumer perceptions, domestic supply chain investments, and how visibility of chargers directly impacts buyer intent. Whether you're curious about EV market growth, U.S. competitiveness in clean transportation, or the broader electrification ecosystem—from lithium mines to school buses—this conversation is packed with data-driven takeaways and future-forward perspective.
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Takeaways

1. U.S. EV Sales Grew Despite a Shrinking Auto Market
   While the overall U.S. automotive market contracted in 2024, EV sales continued to grow, highlighting strong consumer interest and resilience even in challenging conditions.
2. EV Battery Prices Have Dropped Nearly 90% Since 2010
   This dramatic reduction in lithium-ion battery costs is unlocking new affordability and accelerating adoption across passenger vehicles, commercial fleets, and grid storage.
3. Charging Station Visibility Boosts EV Purchase Intent
   Pew Research data reveals that people living within one mile of a public EV charger are 20% more likely to consider buying an EV, proving that visibility matters as much as access.
4. Most EV Charging Happens at Home—But DC Fast Charging Still Has a Key Role
   With 80% of EV charging occurring at home, the conversation around infrastructure must balance fast charging buildout with scalable, everyday solutions like Level 1 and Level 2 charging.
5. $190 Billion+ Invested in U.S. EV Supply Chain Since 2020
   Corey breaks down how investment in domestic EV manufacturing—spanning critical minerals, battery production, and vehicle assembly—is translating into tens of thousands of American jobs.
6. Electric School Buses Offer Massive Public Health and Cost Savings Potential
   With over 500,000 school buses in the U.S., electrifying this fleet isn’t just an emissions play—it’s a public health and operational cost win for school districts across the country.
7. Bipartisan Support for EV Manufacturing Is Rising
   New polling shows that a majority of U.S. voters—across political lines—support government action to back domestic EV production, signaling long-term policy momentum.

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NEVI, EV charging, infrastructure, federal policy, rideshare, rural charging, electric vehicles, multifamily, charging deserts, state responses, industry trends, DCFC, DC Fast Charging