Stock Markets February 18, 2026

Administration Removes 'Fuel Content Factor' That Boosted Electric Vehicle Credits

Energy Department withdraws a provision that allowed EVs to be counted at inflated fuel-economy values under CAFE rules

By Ajmal Hussain
Administration Removes 'Fuel Content Factor' That Boosted Electric Vehicle Credits

The Trump administration announced Wednesday it is rescinding an Energy Department provision called the 'fuel content factor,' which had let automakers count electric vehicles at elevated fuel-economy values when computing fleetwide Corporate Average Fuel Economy (CAFE) figures. The department cited a September appeals court decision in its rationale and said it plans additional future revisions to fuel economy calculation methods. Environmental groups had criticized the provision for overstating EV energy savings.

Key Points

  • The Energy Department withdrew the "fuel content factor" provision that had let automakers count electric vehicles at inflated fuel-economy values under CAFE rules.
  • Environmental groups had criticized the calculation for overstating energy savings from electric vehicles; the department cited a September appeals court decision as the reason for rescission.
  • The department indicated it will propose additional revisions to the fuel economy calculation methodology in the future - sectors likely affected include automotive manufacturers, energy regulators, and EV-related suppliers.

The Trump administration announced Wednesday that it is rescinding a Department of Energy provision that had effectively rewarded automakers for producing electric vehicles under federal fuel-economy calculations.

What was rescinded - The provision, known as the "fuel content factor," allowed automakers to assign electric vehicles artificially high fuel-economy values when totaling fleetwide averages under Corporate Average Fuel Economy (CAFE) rules.

Why it mattered - By permitting those elevated fuel-economy values, the provision functioned as an incentive for automakers to include more electric vehicles in their fleets in order to meet federal fuel economy requirements.

Criticism and legal basis - Environmental groups had long objected to the calculation method, arguing it overstated the energy savings attributed to electric vehicles. The Energy Department said it was acting in response to a September appeals court decision, which it cited as the basis for removing the provision.

Next steps signaled - The department also stated it plans to propose additional revisions to how fuel economy is calculated in the future, though it did not provide further details in the announcement.

The department's action closes a chapter on a specific regulatory approach to crediting electric vehicles under CAFE while signaling further adjustments to methodology may be forthcoming. The decision, as described by the department, was directly linked to an appeals court ruling and to critiques from environmental groups about the transparency and accuracy of current calculations.


Summary of the announcement

  • The Energy Department rescinded the "fuel content factor" provision.
  • The provision previously allowed EVs to be counted at elevated fuel-economy values for fleetwide averages under CAFE.
  • The department cited a September appeals court decision and noted plans for further methodological revisions.

Risks

  • Regulatory uncertainty for automakers and suppliers while the department develops and proposes further methodological changes - this affects the automotive and EV supply sectors.
  • Continued disagreement over how energy savings are calculated for electric vehicles, as highlighted by environmental groups and the appeals court decision - this creates unclear standards for compliance under CAFE.
  • Potential shifts in how fleetwide fuel-economy performance is measured as the department revises methodology could alter planning and compliance strategies for automakers and related industries.

More from Stock Markets

U.S. Court Ruling Eases Tariffs but Leaves European Exporters Facing Renewed Uncertainty Feb 21, 2026 UBS Sees Continued Execution at Walmart After Strong Q4; Digital and High-Margin Layers Drive Outlook Feb 21, 2026 Failed $4B Financing for Lancaster Data Center Tied to CoreWeave’s B+ Credit Score Feb 20, 2026 Raymond James Says JFrog Sell-Off Overstates Threat from Anthropic’s New Security Tool Feb 20, 2026 FERC Clears Path for Blackstone-TXNM Energy Deal, Removing Major Federal Hurdle Feb 20, 2026