Voters in Midwestern states are seeing ads railing against President Biden’s gas car ban. But there’s one catch: the Biden administration hasn’t prohibited gas-powered vehicles. That’s not stopping fossil fuel industry groups and former President Donald Trump from targeting swing state voters with warnings of car bans.
The American Fuel and Petrochemical Manufacturers, a trade group with major fossil fuel members, announced multimillion ad buys this year spotlighting state and federal policies for new car production. The ads urge viewers in the key presidential and Senate swing states of Michigan, Nevada, Pennsylvania, Wisconsin, Arizona, Georgia, Montana, Ohio and Texas to oppose Biden-era rules that improve fuel economy. AFPM’s ads claim, without evidence, that the rules ban gas vehicles.
“We're not coming in in support of a candidate or an opposition of a candidate,” said Chet Thompson, AFPM President. “This is about informing people that this is happening and where they can go to get more information and to weigh in.”
Some states have adopted even more ambitious fuel economy goals than the Biden administration. But the AFPM ad buys are not taking place in those states. Instead, the AFPM ads aim to sway voters in states key to winning the White House and Congress in this year’s election.
Thompson said his group’s goal is to get lobbyists and policymakers to pay attention.
“We're in an election year, so we ought to go to places where the campaigns are paying attention. And, of course, that's in the swing states,” Thompson said.
AFPM, whose membership includes ExxonMobil, Chevron and Phillips 66, said the ads don’t advocate for any particular candidate. (ExxonMobil and Chevron are both NPR funders). But political advertisement experts say the ad campaign echoes the broader conservative plan to mobilize people who are like-minded in their mistrust of electric vehicles, whether they’re base voters or those who’ve never voted.
“Anger is a mobilizing emotion,” said Dustin Carnahan, associate professor in the department of communication at Michigan State University, who researches political communication. “And by spreading these false claims, it's trying to get voters — probably who are already predisposed to oppose Biden or the Democratic Party— to mobilize and show their power at the polls.”
Multimillion-dollar ad-buys highlight a so-called “car ban”
A recent fuel manufacturers ad shows a woman driving through a suburban neighborhood. A narrator warns that “President Biden is banning most new gas cars” and that he has put the “freedom to choose what to drive in the rearview mirror.” As the woman drives, she notices that Biden is gleefully sitting in her back seat.
“We can’t leave our choices, our economic strength and our national security in the rearview mirror,” the narrator says, urging audiences to call on Senators to overturn the “Biden car ban.”
The ad is a part of AFPM’s eight-figure campaign, with this latest commercial released in June.
Within their first two weeks, eight iterations of the ad targeting Biden and various Democratic Senators and Representatives in presidential and congressional swing states ran more than 1,400 times and were viewed over 27 million times, according to an NPR analysis of data from AdImpact, a firm that collects real-time ad data and analytics.
The AFPM campaign started earlier in the year. A second wave of ads came in February and a third in May. All the ads mention a ban on gas cars and emphasize the narrative that the new regulations limit consumer choice and freedom.
“They have that immediate, visceral reaction,” Carnahan said. “And so that's really the strategy. It's just to mobilize, it's to anger, it's to confuse. And it's also to make the other side have to respond and make them play defense.”
Gas cars are not illegal, but making new ones is not a priority
When running for president in 2020, Biden pledged to create a 100%clean energy economy, in large part by incentivizing faster adoption of renewable energy and requiring better fuel economy from cars and trucks. Transportation, powered overwhelmingly by fossil fuels, is one of the top sources of greenhouse gas pollution driving climate change, according to the Environmental Protection Agency.
To rein in climate pollution,the Biden EPA adopted ambitious standards earlier this year to decrease emissions from passenger vehicles. For car makers to meet those goals, they will have to make fewer gas-powered cars and more electric vehicles. However, the EPA rules do not ban the sale or ownership of gas cars, and car makers have until 2032 to transition to more EVs and fewer conventional vehicles.
There are some electric vehicle mandates but they’re separate from the Biden administration. Two years ago, regulators in California voted to phase out the sale of new gasoline-powered vehicles, creating a total ban on sales for the state by 2035. The restrictions would apply to new cars only. People could still drive gas-powered vehicles, and buy and sell used gas cars. Plug-in hybrids, which can run on gasoline or electricity, would also be allowed.
California is the only state allowed to create its vehicle emission standards, and they typically exceed the national standards. Other states either follow federal rules, or their legislatures can vote to adopt the more stringent California standards.
So far, 12 other state legislatures have approved opting into the California standard. But none of those states are targeted by these ads.
“Because of the size of California and the size of those combined markets, it will impact automakers' decisions on what to offer in the United States,” said Stephanie Brinley, an associate director with S&P Global Mobility. “It doesn't mean gas cars go away. It does mean we're going to see more electrification.”
In swing states targeted by the AFPM ads, voters are not likely to see significant changes in the availability of gas cars in the near future, because none of them have adopted the more stringent California standards. Experts like Brinley say the transition to EVs will likely be gradual.
“Going to 100% electric vehicles in the next decade is extremely unlikely. No matter what the regulations say,” she said.
AFPM’s Thompson said his group does not oppose electric vehicles, generally. But they do oppose the prioritization of non-gas powered vehicles and have also joined efforts to legally challenge the fuel economy rules.
“We're not weighing in and saying, ‘Vote against Biden in the upcoming election,’” Thompson said. “We put Biden in there because it's his policies. He's the only person right now that could stop this.”
The ads underscore the role of energy in the 2024 election
AFPM overwhelmingly donates to Republican candidates, though they also ran ads in opposition to a Trump-era fuels policy. But this election cycle, groups that are against expanded electric vehicle production and Biden's clean energy initiatives have targeted Democratic candidates in states with electoral significance–often with false claims about those climate policies.
Trump, the presumptive GOP nominee, has also taken to railing against an “electric vehicle mandate" in these states— even including it in his GOP 2024 party platform. No such mandate exists. Still, when he speaks to crowds on the campaign trail, Trump pushes a similar message to what’s on the airwaves: Biden wants to ban your car.
“The day after the election it all stops because he wants everybody to have electric cars, which the whole thing is ridiculous,” Trump said in Green Bay, Wisc. “Nothing is as crazy as allowing millions of people to come into our country but the electric car is crazy.”
“Michigan, you’re going to be screwed,” he said in Waterford Township, MI.
In Philadelphia, PA, Trump warned that if Democrats win, “you will never see oil again,” or a car that “doesn’t go more than a very short distance.”
He isn’t the only one using electric vehicles and energy to campaign against Democrats. In Wisconsin, an ad by the GOP funder Restoration PAC falsely claimed that Democratic Sen. Tammy Baldwin, D-Wisc., cut Medicare funding to redirect money to subsidize electric vehicles. The ad was eventually pulled off the air.
Other groups, like the American Petroleum Institute, are also running ads in swing states that accuse Biden of having a gas car ban.
API spokesperson Bethany Williams said that their campaign is addressing a “de facto ban,” and despite running the ad in Pennsylvania and Michigan, they said they are not taking a stance on parties or the presidential election since they are a bipartisan organization.
“During an election year where inflation is top of mind, API is working to inform the debate and educate voters, candidates and policymakers on both sides of the aisle of the importance of sound energy policies,” Williams said in a statement. “Our message is clear: We need fewer mandates and more bipartisan solutions that protect consumer choice and secure American energy leadership.”
An analysis from the campaign finance tracking nonprofit OpenSecrets found that Republicans are the biggest recipients of campaign contributions from the oil and gas industry — with GOP presidential candidate Donald Trump at the top.
The Biden campaign, which ranks 18th on the list of contributions from the oil and gas sector, did not comment on the record about the ads. And it has not done its own paid media to address the ads or their claims.
Climate Power, a progressive climate and energy group created by Biden’s now-senior adviser for international climate policy John Podesta, said they have launched their own campaigns to counter these and other ads. They argue the Biden fuel economy rules increase consumer choices by making electric vehicle options more widely available.
“Clean energy jobs and the ability to choose the vehicle you want to drive and the ability to power your home in the way you want to do it is going to be absolutely an important part of this campaign and this election,” said Alex Witt, senior advisor for oil and gas at Climate Power.
Still, they said they are not concerned about the ads’ impact on voters.
“Those are the same states where we've seen a clean energy boom and those ads are not being shown in a vacuum,” Witt said. “The people who see them are experiencing what the clean energy economy can do for their communities, too.”
The United Auto Workers union is also trying to defuse the message the ads are spreading. Its sizable membership is prized by candidates, particularly in Midwestern swing states.
David Green, UAW regional director representing Ohio and Indiana, said ads like the ones run by AFPM are “fear-mongering” that taps into concerns workers have about their jobs.
“Our members were concerned because we all know that electric cars need less parts,” Green said. “And automation is something I've seen take jobs away my entire career.”
But the UAW is looking to make sure that workers who currently make internal combustion engines, which are powered by gas, are able to find safe, high-paying jobs manufacturing parts for electric vehicles, such as lithium-ion battery manufacturing.
“Just because we're moving towards green jobs, that doesn't mean they have to come at the cost of union jobs,” Green said. “And that's when you hear the UAW talk about a just transition. We've not only talked about it, we've done it.”
On Thursday, the Biden administration announced over $1 billion in grants to help auto plants transition from manufacturing parts for gas-only vehicles to parts for electric cars.
But Brinley said the rules boosting EV production are now beyond politics. Automakers are adapting to global markets and international and domestic demand increasingly shifting away from the production of gas-only vehicles.
“It's not the Democrats who can say this is what you get and that's all you can buy. Or the Republican stance can save you from having to make that choice,” Brinley said. “It's far beyond the political parties.”
Transcript
SCOTT SIMON, HOST:
Political ads have filled the airwaves in swing states all year long, and some of them come from business groups that use the commercials to criticize certain public policies. NPR's Ximena Bustillo reports on how the fossil fuel industry sponsors misleading ads about electric vehicles.
(SOUNDBITE OF POLITICAL AD)
UNIDENTIFIED PERSON: President Biden is banning most new gas cars, putting our freedom to choose what to drive in the rearview mirror.
XIMENA BUSTILLO, BYLINE: If you live in Michigan, Pennsylvania, Wisconsin or any state where the 2024 presidential election and control of Congress could be decided...
(SOUNDBITE OF ARCHIVED RECORDING)
UNIDENTIFIED PERSON: Tell President Biden to stop his car ban before it's too late.
BUSTILLO: You might be seeing these ads all over. They're by the American Fuel and Petrochemical Manufacturers, but there is one catch. There is no ban on gas cars.
STEPHANIE BRINLEY: Be regulatory pressure for automakers to improve fuel economy and reduce emissions - the question is how much change and how fast?
BUSTILLO: That's Stephanie Brinley. She's with S&P Global Mobility, and she's talking about two regulations - one federal and one led by states. And they're meant to improve fuel economy and cut the pollution that drives climate change. Industry experts say the rules will disincentivize carmakers from making gas-powered vehicles, but this will play out over decades, and they affect new cars mostly, not used.
California is the only state allowed to create its own fuel economy standards. The California standard is usually more ambitious than the federal ones because of how bad air pollution has historically been there. The California standard does ban the sale of new gas-powered vehicles in the state, but that would be in 2035. A dozen other states have decided to adopt the California standard, too.
BRINLEY: Because of the size of California and the size of those combined markets, it will impact automakers' decisions on what to offer in the United States. It doesn't mean ICE cars go away, but it does mean we're going to see more electrification.
BUSTILLO: AFPM members include Exxon Mobil and Chevron, both of which are NPR funders, as well as Phillips 66. AFPM has historically supported more Republican candidates than Democrats, including in this cycle. The group says its ads are not political.
CHET THOMPSON: We're not weighing in and saying, you know, vote against Biden in the upcoming election. It's - we put Biden in there 'cause it's his policies. He's the only person right now that could stop this.
BUSTILLO: That's Chet Thompson, the president of AFPM. He says he doesn't oppose electric vehicles generally. But the false idea of a federal ban on gas vehicles has been promoted by Republican candidates. Former President Donald Trump likes to rail against EVs at many of his events.
(SOUNDBITE OF ARCHIVED RECORDING)
DONALD TRUMP: Now they're going to these all-electric cars, so everything's going to be gone. Everything's gonna be gone. So sad - and they require far fewer jobs to make. That means Michigan - you're going to get so screwed. I can't believe it.
BUSTILLO: AFPM is running its ads in swing states. None of them have adopted the stiffer California standards that would phase out new gas cars over the next decade. So what could the ads achieve? Ultimately, they're a part of a larger trend to mobilize voters. The election is coming, and inflation, job security and energy are top of mind for voters. Here's Dustin Carnahan, communications professor at Michigan State.
DUSTIN CARNAHAN: They're trying to energize them, to awaken them, to make them say, we can't let them do this, and to go out and vote a certain way on Election Day.
BUSTILLO: Some progressive groups who align themselves with the Biden campaign have been countering the messaging.
ALEX WITT: We're running a multimillion-dollar program to tell the stories of everyday Americans who've been helped by President Biden's clean energy plan.
BUSTILLO: That's Alex Witt of Climate Power, a progressive climate group.
WITT: So we've tested our messages and identified audiences that are most vulnerable to disinformation and those who care about climate action and clean energy.
BUSTILLO: Also pushing back against the ads is the leadership at the United Auto Workers Union. David Green, a UAW Regional Director, says the membership was concerned about the fuel economy rules at first.
DAVID GREEN: Our members are - were concerned because we all know that the electric cars need less parts. And so automation is something I've seen take jobs away my entire career.
BUSTILLO: But he said that they have argued that union jobs can also come out of these regulations and the pivot to electric vehicles.
GREEN: Just because we're moving towards green jobs - that doesn't mean they have to come at the cost of union jobs.
BUSTILLO: Voters in Midwestern swing states are at the forefront of change in the auto industry for decades to come, and that means industries and politicians will keep targeting them to get their ballots.
Ximena Bustillo, NPR News. Transcript provided by NPR, Copyright NPR.
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