The State of Energy

California’s EV Mandate Meets Reality

July 30, 2026·25 min
Episode Description from the Publisher

Send us Fan Mail California’s aggressive EV mandates are facing new legal challenges, electricity rates are climbing, and America’s aging grid is being asked to power more than ever—from electric vehicles and heat pumps to massive new AI data centers. Tom Clark and Rand DeWitt break down why the push to electrify everything may be running into economic and infrastructure reality. They look at California’s EV mandate, the growing demand for electricity, nuclear power development, grid reliabil...

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