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Peter Davidson, former Executive Director of the Department of Energy’s Loan Programs Office, joining as non-resident Fellow

The Center on Global Energy Policy (CGEP) at Columbia University’s School of International and Public Affairs (SIPA) announced Peter Davidson today as a non-resident Fellow. Davidson’s work at the Center will focus on: 1) the intersection of energy and financial markets, specifically how innovations in financial and market products can lower the cost of energy and support the transition to a lower carbon energy future; and 2) the causes and impacts of the relative scarcity and abundance, respectively, of US and foreign capital to fund our energy future.

Davidson is joining the Center directly from his role as the Executive Director of the Department of Energy’s Loan Programs Office where he served since 2013. Prior to joining DOE, Davidson served as a Senior Advisor for Energy and Economic Development at the Port Authority of New York and New Jersey and as the Executive Director of the Empire State Development Corp. Before entering public service, Davidson had an extensive career in the private sector, both as an entrepreneur in the media industry and working for Morgan Stanley and Lehman Brothers among other institutions. He earned his MBA at Harvard University and his BA at Stanford University.
 
 “Peter has built his distinguished career in both the public and private sectors by leveraging on-the-ground insights with innovative thinking,” said Jason Bordoff, founding director of the Center on Global Energy Policy. “We are delighted that he will be bringing that same rigor and policy-relevance to his research as part of the Center’s growing portfolio. It’s very exciting to have him join our rapidly growing team.”
 
The Fellows Program brings prominent energy thought leaders to the Center on Global Energy Policy to research and write, teach, and otherwise contribute to Columbia University’s robust and deep intellectual community focused on energy issues.

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Trends and 2025 Insights on the Rise of Electric Vehicles in the USA

Plug-in electric vehicles (EVs) are reshaping the transportation energy landscape, providing a practical alternative to petroleum fuels for a growing number of applications. EV sales grew 55× in the past decade (2014–2024) and 6× since 2020, driven by technological progress enabled by policies to reduce transportation emissions as well as industrial plans motivated by strategic value of EVs for global competitiveness, jobs and geopolitics. In 2024, 22% of passenger cars sold globally were EVs and opportunities for EVs beyond on-road applications are growing, including solutions to electrify off-road vehicles, maritime and aviation. This Review updates and expands our 2020 assessment of the scientific literature and describes the current status and future projections of EV markets, charging infrastructures, vehicle–grid integration and supply chains in the USA. EV is the lowest-emission motorized on-road transportation option, with life-cycle emissions decreasing as electricity emissions continue to decrease. Charging infrastructure grew in line with EV adoption but providing ubiquitous reliable and convenient charging remains a challenge. EVs are reducing electricity costs in several US markets and coordinated EV charging can improve grid resilience and reduce electricity costs for all consumers. The current trajectory of technology improvement and industrial investments points to continued acceleration of EVs. Electric vehicles are increasingly adopted in the USA, with concurrent expansion of charging infrastructure and electricity demand. This Review details these trends and discusses their drivers and broader implications.

External Publications with Pierpaolo Cazzola Nature • October 09, 2025
Trends and 2025 Insights on the Rise of Electric Vehicles in the USA
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