David Blackmon's Energy Additions

David Blackmon's Energy Additions

America’s Troubled EV Industry Loses Its Subsidized Advantage – Now What?

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David Blackmon
Oct 02, 2025
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The Environmental Protection Agency announced Monday that it has assumed responsibility for what it says is the “Largest Lithium-Ion Battery Cleanup in Agency History” at the Moss Landing facility outside San Francisco.

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Crews supervised by the EPA entered the facility this week to begin cleaning out the remains of the fire damaged batteries, which the agency says will be recycled at EPA-approved recycling facilities.

As has happened far too frequently in recent years, the retired batteries erupted spontaneously in January, leading authors of MIT’s weekly climate newsletter to speculate about what this latest conflagration would mean for the future of the electric vehicle and stationary battery storage industries going forward.

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