Last week, Vermont joined Maryland, Virginia, and Connecticut as one of four states that has dumped their electric vehicle mandate.

Vermont’s move is notable due to a recent study conducted by Here Technologies and SBD Automotive. The manuscript highlights Vermont as having a strong EV charging network, with a +1.3 charger-to-EV ratio, making it one of the best in the U.S. If the mandate fails in Vermont, it’s unlikely to succeed elsewhere, including California.

It is not just states who are resisting EV mandates either. General Motors (GM) is now working against California’s 2035 ban on new gasoline vehicle sales after initially supporting it. The company is pushing Congress to cancel the federal waiver that lets California set tougher emissions rules, followed by seven other states. This is a major shift for GM, which had earlier supported California’s EV policies.

The automaker shared its stance in an email sent to thousands of its salaried employees last week. Here is what the email read:

“Emissions standards that are not aligned with market realities pose a serious threat to our business by undermining consumer choice and vehicle affordability.”

General Motors Company (NYSE:GM), once a strong supporter of California’s ambitious ban on gas-powered vehicle sales by 2035, is now lobbying against it. The company is urging employees to push Senators to overturn a waiver allowing California to set stricter emissions rules, which have been adopted by 11 other states. Although GM had previously aligned its own EV goals with the state’s, slowing EV demand and market challenges have prompted a shift.

EV sales are falling behind expectations—even in California—and automakers, including General Motors Company (NYSE:GM) and Ford, are pulling back on electric vehicle plans. GM has scrapped its goal of building 400,000 EVs by mid-2024 and delayed key launches as consumers turn to cheaper alternatives and federal tax incentives face potential rollbacks. GM has surged by nearly 12% in the past 12 months.

Three years ago, Toyota Motor’s CEO Akio Toyoda expressed doubts about fully transitioning to REV production, noting that many automakers shared his view but stayed quiet and followed the green energy trend. As it turns out, Toyoda was right. Now, a preference shift is underway, and soon, car sales will primarily be driven by consumer needs for mobility and affordability.