The share of electric vehicles on U.S. roads is expected to reach 15% in the coming years. The transition promises new revenue for utilities and an opportunity to store renewable energy - but it also requires large investments to overhaul creaky infrastructure.

U.S. and European rental car agencies are developing their EV strategy - but they lack crucial supply in battery-powered vehicles. Chinese manufacturers stand at the ready and have rediscovered an old playbook by other Asian manufacturers to gain a foothold in the West.

California is mandating that nearly all trips on Uber and Lyft will have to take place in electric vehicles by 2030. That poses a tremendous economic challenge to the companies, which are calling on the state to provide more public subsidies to meet the target.

Automakers have grown increasingly reliant on a global supplier network. Electrification is upending that approach and automakers now scramble to vertically integrate and exert control over supply chains all the way to the mine.

The vast majority of current U.S. EV charging takes place in the garages of single family homes. The Biden administration trying to incentivize providers to build out charging networks in underserved communities - but it runs up against unfavorable economic realities.

Austin is trying to slash the share of local car commuters, investing billions in its transit system. But the city serves as a cautionary tale to thousands car-centric American cities as the U.S. aims to reduce emissions from the transportation sector.

My analysis of Chicago ride-hail data for the first time showed how Uber is trying to increase profitability of its Pool, or shared rides segment - at the detriment of lower-income customers who heavily rely on the service.