2035 The Transportation Report 2.0: Plummeting Costs and Dramatic Improvements in Batteries Can Accelerate our Clean Transportation Future

In this report, we analyze the economic, human health, environmental, and electric grid impacts of a future in which ground transportation is all-electric. Our main scenario, the Drive Rapid Innovation in Vehicle Electrification (DRIVE Clean) scenario, represents a future in which EVs constitute 100% of new U.S. lightduty vehicle (LDV) sales by 2030 as well as 100% of medium-duty vehicle (MDV) and heavy-duty truck (HDT) sales by 2035. The grid reaches 90% clean electricity by 2035, and substantial EV charging infrastructure is deployed. We compare this scenario to a No New Policy scenario, in which EVs constitute 45% of new LDV sales, 38% of MDV sales, and 12% of HDT sales in 2035, and the clean electricity share reaches only 47% by 2035. By demonstrating that the ambitious DRIVE Clean goals are technically feasible and economically beneficial, we aim to inform broader discussions of the U.S. transportation transition.