California could join France, Norway and the United Kingdom in banning cars with traditional combustion engines, after Gov. Gavin Newsom’s executive order to end the sale of gas- and diesel-powered vehicles in the Golden State by 2035.
But there are plenty of obstacles, including the technical challenges of sourcing raw materials and producing enough batteries and fuel-cells, as well as the need to deliver vehicles consumers will want to buy.
“If the government tells you that you can’t build anything other than electric vehicles, consumers will have no other products to choose from,” said Sam Abuelsamid, principal automotive analyst with Guidehouse Insights. “New vehicle sales could drop precipitously, with many people choosing to just drive the the gas- and diesel-powered vehicles they have a lot longer,” he added.
So far, battery cars have generated modest sales, barely hitting 2 percent of U.S. demand, according to industry data. Even in California,