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Here's what U.S. automakers are saying about Trump's changing EV policies

1. New legislation removes EV subsidies, impacting automakers' profitability. 2. Ford reconsiders EV investments, emphasizing hybrid vehicles instead. 3. Tesla foresees potential revenue decline from lost regulatory credits. 4. GM anticipates initial EV demand spike before anticipated drop post-subsidy. 5. Rivian lowers regulatory credit sales forecast amid changing EV landscape.

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FAQ

Why Bearish?

The removal of EV subsidies and regulatory credits negatively affects F's growth potential. Historical losses in EV market share can be seen when incentives are reduced.

How important is it?

The changes in regulatory framework and subsidies are critical to F's EV business model, affecting its market competitiveness.

Why Short Term?

The immediate loss of subsidies will quickly influence F's EV production and sales strategies. This impact aligns with other automakers facing sudden pivots in strategy.

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