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US automakers caught in crossfire of Trump, California EV battle

California challenges Trump-era efforts to revoke its vehicle-emissions waiver, impacting 29% of U.S. new-vehicle sales and creating regulatory conflict for automakers.

  • On Feb 19 in Los Angeles, Reuters reported the State of California challenged congressional Republicans' move to kill its vehicle-emissions waiver and sued after June legislation, while the Trump administration filed a motion to dismiss before a Thursday hearing in Oakland, California .
  • Congressional Republicans reclassified waivers as administrative 'rules' and used the Congressional Review Act to nullify them, while the Government Accountability Office found waivers are not rules and the Biden administration reinstated the waiver in 2022 after parts were rescinded in 2019 by the Trump administration.
  • The industry lobby Alliance for Automotive Innovation warned California's rules are an 'unaccountable, unachievable regulatory wormhole', and CARB told automakers they can choose compliance now but face penalties later.
  • Amid legal uncertainty, CARB said it will not enforce this year's EV-sales target, while many automakers are choosing to comply and legal observers say questions remain untested in court.
  • California requires 100% zero-emission vehicles by 2035, a policy adopted by 11 other states covering 29% of U.S. new-vehicle sales, and if California prevails, U.S. automakers could face two opposed regulatory schemes.
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ReutersReuters
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US automakers caught in crossfire of Trump, California EV battle

A legal clash between the Trump administration and California over auto-pollution rules is coming to a head, with enormous financial implications for EV makers including Tesla and traditional automakers dependent on fossil-fuel vehicles.

·United Kingdom
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Reuters broke the news in United Kingdom on Thursday, February 19, 2026.
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