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Founder & Data Scientist

Michael Davies

Michael Davies is the Founder of Green Econometrics, specializing in advanced analytics and data visualization of major economic trends and research surrounding the green economy. The company's analytics have driven business intelligence, marketing strategy, and process optimization. Green Econometrics achieved a 17% energy efficiency improvement for the New Jersey Department of Transportation, earning recognition from the House Subcommittee on Energy and Environment. Collaborating with the Port Authority of NY & NJ, they influenced the adoption of LED lighting in the Lincoln Tunnel. Michael's expertise extends to predictive analytics and customer behavior modeling, enhancing call center operations and process improvements.

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Contributor Brief·Michael Davies · 10 articles
Updated May 6, 2024

U.S. EV dominance requires supply chain sovereignty, consumer literacy, and infrastructure parity

Davies argues that American EV market leadership is not primarily threatened by product innovation or design, but by structural deficiencies in domestic supply chains, consumer understanding, and charging infrastructure. Without simultaneous investment across these three operational pillars—battery sourcing, market education, and grid access—U.S. automakers will cede global competitive advantage to better-coordinated international competitors regardless of technological capability.

2nd consecutive year

global AI solutions investment declined despite generative AI boom

“Accessible charging networks are as critical as vehicle costs in determining mainstream adoption.”

Affordability of Electric Vehicles Also Hinges on Proper EV Charging Infrastructure

Critical success factors for U.S. EV market dominance by priority

Domestic battery supply chain security10
Consumer education on EV benefits9
Charging infrastructure accessibility9
Production cost reduction8
Inter-industry strategic alliances7
Supply chain optimization8

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20%Domestic battery
Domestic battery supply chain security
Consumer education on EV benefits
Charging infrastructure accessibility
Production cost reduction
+2 more

3 operational challenges

separate EV industry leaders from competitors globally

Without widespread consumer understanding of EV benefits, U.S. manufacturers risk ceding global market leadership.

Consumer Education is Central, if the U.S. Wants to Lead Electric Vehicle Innovation

American automakers must educate consumers, cut production costs, and build industry partnerships to compete globally.

Consumer Education, Cost Reductions, and Inter-Industry Alliances Seen as Vital for U.S. EV OEMs

“American automakers risk losing market dominance unless securing domestic battery materials and manufacturing.”

Themes:Supply chain sovereignty as competitive moat, not commodityConsumer literacy gap as underestimated market barrierInfrastructure parity as prerequisite for adoption, not afterthought

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