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U.S. Automakers Shift to Gas-Powered SUVs and Trucks After EPA Cuts Emissions Penalties

Stellantis is set to unveil a gas-powered Dodge Charger Sixpack next week in tandem with Ford redirecting its three-row electric SUV plan to gas truck production in Canada.

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Overview

  • Trump’s EPA has removed penalties for missing CAFE targets and revoked state-level EV mandates such as California’s Advanced Clean Cars program.
  • Stellantis will unveil a new gas-powered Dodge Charger Sixpack next week and is shifting investment away from electric models toward high-margin internal-combustion vehicles.
  • Ford has shelved its planned three-row electric SUV and instead will manufacture large gas-engine trucks in Canada.
  • The Big Three automakers—GM, Ford and Stellantis—will avoid nearly $10 billion in fuel-economy fines and regulatory credit costs under the revised rules.
  • Industry analysts warn the pivot undermines long-term electrification goals and could weaken U.S. competitiveness in the global EV market.