BONUS: Encouraging EV Adoption — The Carrot Or The Stick?
Depending on which headline you read, the electric vehicle market in America is either entering a long Winter, is at a crossroads or is taking a short pause before explosive growth.The federal tax credit expired on 30 September 2025, and the consequences arrived with brutal clarity: fourth-quarter EV sales plunged 46 per cent compared with the third quarter, dropping to levels not seen since late 2022.Ford announced a $19.5 billion write-down on its electric ambitions and halted production of the F-150 Lightning. General Motors followed with $6 billion in charges related to unwinding EV…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.