Electric Vehicle Mandate, Anyone?

In my many discussions with ethanol proponents, they invariably push several narratives. Sometimes these narratives are sincere, but sometimes they are driven by glaring self-interest. Today I cover a quick way to understand their motivations.

I recently discussed the topic with a Midwestern corn farmer, and he cited the normal talking points. We spend money in the Middle East to ensure oil supplies aren’t disrupted. Burning oil creates carbon dioxide. Gasoline contains carcinogens. He then closed with “The Renewable Fuel Standard (RFS) is about ensuring that we have cleaner air, and it’s working.”

So, I posed him this question: “Would you support a nationwide electric vehicle (EV) mandate?” He pretended not to understand the question: “I am not aware of any electric vehicle mandates.”

I said “There aren’t any. I am just asking if you would support one.” Again, he dodged the question: “I don’t think anyone is proposing an EV mandate.” I said “Sure, but we could implement one that would work just like the RFS. If you support ethanol mandates for cleaner air, surely you could support an EV mandate to accomplish the same objective?”

He wasn’t sure that sounded like a good idea. He said “I am not against electric cars, but I don’t think mandating them is the right approach.” I said “Now you might understand my position on ethanol.”

If you ever want to know if someone is being genuine when using ethanol talking points, you can check them for consistency by gauging their support for an EV mandate. It could be structured similar to the RFS.

Car manufacturers could be mandated to ensure that 10% of all the vehicles they sell are EVs. There could be some scheme in place, as there is with the RFS, to ensure compliance. The production of an electric vehicle could generate a Renewable Identification Number (RIN), just like with biofuels. And, just like with biofuels, a car maker that sells more than its mandated volumes could sell its excess RINs to a car maker that didn’t sell enough. Through this system, we could ensure that we are selling whatever Congress deems is the right amount of EVs.

If a supporter of ethanol mandates is generally supportive of such a scheme, then at least they are being logically consistent. In fact, an electric vehicle mandate would accomplish largely the same goals as the RFS. If they start cherry-picking reasons not to support such a scheme, then one should be suspicious of their motivations.

Author: Robert Rapier

Robert Rapier is a seasoned chemical engineer with three decades of international experience in the energy sector. He holds undergraduate degrees in chemistry and mathematics, and a master’s in chemical engineering. Robert has worked extensively in oil refining, production, synthetic fuels, biomass energy, and alcohol production, earning several patents along the way. As Editor-in-Chief of Shale Magazine and a prolific author for Investing Daily, he shares his expertise through various newsletters and his latest book, American Energy: A History of Power, Progress, and Change. Robert's insights have been featured on 60 Minutes, The History Channel, CNBC, and PBS, among others. His articles have appeared in top publications like the Wall Street Journal, Washington Post, and The Economist. For nearly a decade, he has covered the energy sector for Forbes.