It’s been a weird and confusing few weeks for the auto industry—especially for those who hoped to see more batteries on the road in the coming decade.
Just this month: Ford announced a retrenchment in its EV business, canceling some battery-powered vehicle plans and delaying others; the European Commission proposed to backtrack its goal to transition fully to zero-emission cars by 2035; the US government said it would loosen rules that would have required automakers to ratchet up the fuel economy of…

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