What’s powering the US clean transport shift in 2025?
The US clean transport sector is evolving rapidly in 2025, with new data, bold infrastructure moves, and expanded incentives shaping the future of mobility. Read on for the developments driving momentum and what they mean for the road ahead.
Scaling clean transport together at Climate Week NYC
We’re excited to be attending New York Climate Week from September 22 to 29. This year’s theme, “Scaling Solutions for Climate Action”, brings together global leaders who are driving the clean energy transition. The Zeti team will be on the ground and would love to connect with businesses at the forefront of sustainable transport, finance, and innovation. If you’re attending and would like to meet to discuss accelerating the shift to zero-emission fleets, get in touch. We’d love to hear from you.
Cox Automotive has released June 2025 US EV market data showing steady momentum despite changing dynamics. New EV sales dipped slightly by 1.4% month-over-month to 103,945 units, yet market share rose to 8%, up from 6.9% in May. Year-over-year sales declined 3.5%, a smaller drop than the overall auto market. Tesla led in sales, followed by Chevrolet, Hyundai, Ford, and Cadillac. Chevrolet saw a notable 24.4% gain, while Kia surged 48.2%, signalling renewed brand strength. Used EV sales declined 7.5% from May to 32,043 units but were up 51.3% year-over-year, indicating strong long-term growth. Tesla remained dominant, though its share slipped to 45.2%. Mercedes-Benz, Audi, and Porsche posted monthly gains, underscoring the resilience of luxury EVs. New EVs continued to outpace internal combustion engine (ICE) vehicles in availability. Average transaction prices for new EVs dipped 0.6% to $56,910, down 2.8% from the previous year, reflecting a more competitive pricing environment as federal tax credits begin to phase out.
EV Edison has announced the launch of a major EV charging and fleet services hub in Kearny, New Jersey. The location is strategically situated near the Port of Newark, the Holland Tunnel, and key interstate highways. Designed to serve both commercial fleet operators and passenger EV users, the flagship facility provides scalable, full-service infrastructure. Phase one of the site includes 15 Zerova DC fast chargers, each with two plugs and 180 kW output. The hub is optimized for large-scale fleet operations, offering 24/7 secure access, ample truck parking and staging areas, food and beverage services, and dedicated lounges and office space for drivers. Public charging is also available. EV Edison emphasized that the site is more than just a charging station. It acts as a logistics enabler for the next generation of electrified transport. The hub is already in use by freight tech company Einride, which is deploying electric and autonomous trucks in the region. EV Edison plans to expand the Kearny site and build additional hubs across the New York metro area, inviting logistics and fleet partners to collaborate.
Monitor Daily reported that the equipment lease finance industry is navigating a complex 2025 shaped by economic uncertainty, digital transformation, and evolving business needs. The first quarter saw a rise in business caution due to persistent inflation, high interest rates, and global instability. These factors contributed to a drop in the Equipment Leasing & Finance Foundation’s Confidence Index, highlighting reduced optimism. In response, businesses are delaying or scaling back capital investments, extending equipment lifecycles, or seeking more flexible financing. This cautious climate has also slowed digital transformation efforts. While digital contracting adoption grew 25.5% over the last four years, Q1 2025 saw a 4.5% decline. Despite these challenges, the industry remains resilient. Leaders are emphasizing strategic planning, risk management, and sustainability. Digitization continues, though more selectively, as companies balance innovation with financial prudence. Flexibility and adaptability are now key investment priorities.
According to data from Utilimarc’s Electric Vehicle Consortium, fleet electrification is revealing clear differences in usage and charging behavior by vehicle type. Electric passenger cars are proving to be effective one-to-one replacements for ICE vehicles, with daily usage rates just 0.6% lower. These EVs average 39 miles per day, compared to 48 miles for ICE cars, making them well-suited for general-purpose fleet use. In contrast, electric pickups are not yet fully replacing ICE pickups in high-utilization roles. Often used as supervisor or support vehicles, electric pickups average 50 miles per day, 26 miles fewer than ICE equivalents. Still, usage is trending upward, growing from 36.3% in Q1 2023 to 45.9% in Q1 2025. Charging behavior reflects growing confidence in EV capabilities. Electric pickups typically return to chargers with 67% battery remaining. For example, pickups driven 30 miles still had enough charge left for an additional 206 miles. This suggests that range anxiety is often a matter of perception rather than reality.
The New York State Energy Research and Development Authority (NYSERDA) which manages the New York Truck Voucher Incentive Program (NYTVIP), has expanded the program’s scope. NYTVIP now includes three funding categories: Non-Road Equipment, Zero-Emission Class 3–8 Trucks and Buses, and Transit Buses. The program supports the adoption of zero-emission transportation technologies through financial incentives for purchasing or leasing clean vehicles. Eligible participants include commercial, non-profit, and public sector fleet operators across New York State. Vouchers are issued at the point of sale through a network of approved dealers and reduce upfront costs. Voucher amounts vary by vehicle type, weight class, fleet size, and location, with additional incentives for disadvantaged communities or for replacing older diesel vehicles. Funding comes from the Volkswagen Mitigation Settlement and the Regional Greenhouse Gas Initiative (RGGI), with over $50 million allocated. The program prioritizes environmental justice by focusing on communities most affected by air pollution. It also encourages long-term cost savings and quieter operation compared to diesel-powered alternatives.
The Maryland Energy Administration (MEA) has awarded more than $12 million through its FY25 Electric School Bus Grant Program. The funds will support seven school districts and private operators in purchasing 53 electric school buses, installing 40 EV chargers, and developing three fleet transition plans. The initiative aims to reduce diesel emissions, protect student health, and lower operating costs. Grants also support feasibility studies, technician training, and site readiness efforts. Kent County will receive its first electric buses, while Baltimore, Howard, and Prince George’s Counties will expand their existing fleets. The program emphasizes equity, with several projects serving low-income and rural areas. It is expected to reduce more than 9,300 metric tons of greenhouse gas emissions, equivalent to taking over 2,000 cars off the road, reinforcing Maryland’s commitment to clean and inclusive transportation.
Bluedot has launched Bluedot Shared Private Chargers, a new initiative aimed at increasing EV charging access by opening up underutilized private fleet depots. By partnering with fleet operators, Bluedot allows shared use of depot chargers, improving infrastructure utilization and operational efficiency. The platform integrates access, payments, and reporting into a single system across multiple sites, making it the first fully unified EV fleet charging management tool. It builds on Bluedot’s existing support for public and home charging across thousands of fleet vehicles. Depot owners benefit from higher charger usage and revenue through flexible pricing and revenue-sharing models. This initiative improves reliability for fleet operators while supporting the scalability of electrification efforts. With public, home, and now depot charging unified in one platform, Bluedot reinforces its role as a leader in comprehensive fleet electrification solutions.
EVerged has announced a partnership with AMPECO to deploy more than 5,000 EV charging points across the United States over the next two years. This collaboration will expand both public and private charging networks and builds on a successful pilot in San Diego, where AMPECO’s platform now manages the city’s public charging infrastructure. AMPECO’s hardware-agnostic system provides real-time monitoring, remote diagnostics, and instant alerts, resolving up to 80% of issues remotely. These features improve uptime and reliability - key concerns in EV adoption. EVerged cited the platform’s flexibility and efficiency in supporting both AC and DC fast charging deployment. The partnership will also include driver engagement strategies, including promotions such as free charging. AMPECO’s analytics tools and customizable dashboards turn charging stations into customer engagement hubs. Together, the two companies aim to address infrastructure gaps and support the nationwide shift toward clean transportation.