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On Saturday, September 26, President Donald Trump said he has approved new federal fuel economy standards, posting on Truth Social that the rules terminate the Biden administration’s push toward electric vehicles and will “take the waste out of building cars in America,” adding that they mean “LOWER PRICES, saving families thousands on a new … car.”
The announcement lands ahead of a planned move by the Transportation Department. Reuters reported earlier Saturday that the department will on Monday finalize sharply lower vehicle fuel economy standards through model year 2031, reversing the prior administration’s trajectory; Transportation Secretary Sean Duffy has teased a major announcement Monday. Under the administration’s December 2025 proposal, the fleet would average about 34.5 miles per gallon by model year 2031, versus 50.4 mpg under the Biden-era rules. Biden’s 2021 executive order had aimed for half of all new US vehicle sales to be electric by 2030, and Trump ended the federal EV tax credits in the One Big Beautiful Bill Act. Trump also said more than $100 billion is being invested in American auto manufacturing and claimed GM, Ford, and Stellantis all want to expand US production.
Why it matters: this is a direct regulatory tailwind for the Detroit Three’s most profitable business — full-size trucks and SUVs. Lower CAFE targets reduce the need to sell EVs to meet fleet averages and cut compliance costs and fines, freeing automakers to lean on high-margin large vehicles. Ford CEO Jim Farley previously called the December plan a “victory for affordability and common sense.” For Tesla, the picture is mixed: fewer regulatory credits from compliance buyers could shrink that revenue stream, but less mandated EV competition also removes a source of cheap compliance-driven rival volume. For investors in GM, Ford, and Stellantis, the key lever now is product mix and margins, not just EV capex.
What to watch: the formal rule publication Monday with exact numeric targets and credit-trading provisions; automaker responses; potential legal challenges from states and environmental groups; and any changes to CAFE fine calculations that directly hit automaker balance sheets.
Related reading: Rivian Recalls Nearly 100,000 Vehicles in Camera Software Glitch (https://bullounge.com/forums/topic/rivian-recalls-nearly-100000-vehicles-in-camera-software-glitch/)
Sources:
https://www.reuters.com/world/trump-says-he-approved-fuel-economy-standards-ending-biden-ev-mandate-2026-09-26/
https://www.newsmax.com/newsfront/trump-biden-ev/2026/09/26/id/1270806Auto-posted by the Bull Lounge news desk.
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