Discuss: Tesla to Face Billions in Lost Profit as 'Big Beautiful Bill' Kills EV Credits

[Not a Tesla App]

A new bill threatens to eliminate billions in U.S. regulatory credits, a revenue stream that has been critical to Tesla's profitability.… Read More

Tesla Will Face $2 Billion in Lost Profit as 'Big Beautiful Bill' Kills EV Credits

A new bill threatens to eliminate billions in U.S. regulatory credits, a revenue stream that has been critical to Tesla's profitability.

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[PrescottAZRichard]

This looks to be something that certainly will hurt Tesla, or to euphemistically phrase it - not help Tesla. Still, Tesla will survive at this point.
I wouldn’t doubt that the real effect on the EV world will be to murder the competition which is already not making much or anything on EVs.Fortunately Tesla is > than JUST EVs. The energy biz is going pretty well from what I understand. Get the FSD, Robo Taxi and Optimus up and running to the point where they are compelling products and we’ll have a sturdy stool with several legs.
The whole idea of incentivizing us (the public) to change our behavior has to have an expiration date. The training wheels have to come off, or fall off in this case. Maybe a better approach would be to put out some PSAs on how the competing, embedded industries are being subsidized. Then maybe we can stop doing THAT too.
Preaching to the choir here no doubt.

 

[Rfried4987]

This looks to be something that certainly will hurt Tesla, or to euphemistically phrase it - not help Tesla. Still, Tesla will survive at this point.
I wouldn’t doubt that the real effect on the EV world will be to murder the competition which is already not making much or anything on EVs.Fortunately Tesla is > than JUST EVs. The energy biz is going pretty well from what I understand. Get the FSD, Robo Taxi and Optimus up and running to the point where they are compelling products and we’ll have a sturdy stool with several legs.
The whole idea of incentivizing us (the public) to change our behavior has to have an expiration date. The training wheels have to come off, or fall off in this case. Maybe a better approach would be to put out some PSAs on how the competing, embedded industries are being subsidized. Then maybe we can stop doing THAT too.
Preaching to the choir here no doubt.

I agree that Tesla won’t be subsidized while the other automakers will be. The other issue is whether or not Tesla has built a large enough user base to withstand the loss of the ev tax credit. I think they will need to costs of their cars or introduce more trim levels to have a lower price point, or they may stay afloat as the only viable EV maker as their competitors may subside. There may be a bigger shock to their solar initiatives as without that 30% tax credit, solar in most cases doesn’t make much monetary sense.