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Electric Pickups Could Make or Break Biden’s Infrastructure Plans


“The F-150 is generally driven by guys who have a certain image of driving around in a truck — and that image includes noise, gasoline, a muscle engine. We don’t know anything about consumer uptake of eclectic trucks. We don’t know if they’ll want to drive this.”

A study published this year found that about 20 percent of people who purchased electric passenger vehicles were dissatisfied with them — in part because they worried about the lack of electric vehicle charging stations — and returned to driving traditional vehicles.

But White House officials say the pickup Mr. Biden drove on Tuesday could help tip that calculation. The F-150 “has really been a high-performing work vehicle and leisure vehicle, and now you can get it without the expense of all of that gasoline,” Gina McCarthy, the White House national climate adviser, said in an interview.

So far, only Tesla has sold electric models in high volume, but Ford typically sells about 900,000 F-Series vehicles a year. Earlier this year, Ford began selling the Mustang Mach E, a battery-powered sport-utility vehicle styled to resemble the company’s famous sports car.

“We’re not just electrifying fringe vehicles,” the company’s chairman, William C. Ford Jr., said. “The Mustang and the F-150 are the heart of what Ford is, so this is a signal about how serious we are about electrification.”

Autoworkers have expressed concerns over the electric transition, which American automakers are increasingly embracing, because the production of an electric vehicle requires about one-third less human labor than a vehicle powered by an internal combustion engine.

But union leaders offered cautious support of the president’s cheerleading for the electric pickup.

“It is no secret that the U.S. auto industry is at a crossroads, as sales of electric vehicles and plug-in hybrids are poised to become more and more common on our roads and highways in the years ahead both at home and abroad,” said Rory L. Gamble, the president of the United Auto Workers. “Taxpayer dollars should be spent in support of U.S.-built vehicles, not imports. ”



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