Elimination of emission credits. Market impact?

doesn't all this speculating hang on the opposition party continually NOT winning back their power?
Wouldn't they most certainly reinstate all their agendas if they take over again? (including tearing down boarders again)
Anywho - carbon credits - either they are/were good? or bad. Which is it.
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depends on your point of view.

 

We've seen in the past it doesn't mean much as automakers are on a trajectory of increasing vehicle performance over time and eliminating an incentive for that work might slow advancement down a little, but it's mostly for show, as in to brainwash people to think being environmentally responsible is bad because the fossil fool industry spends lots of money on that messaging to boost profits.

It's also alot like all the developers blaming environmental rules for the housing crisis. Cities and states all across the country have gutted zoning restrictions and tell people they're going to solve unaffordable housing by increasing supply, but it's mostly for show, as it might increase the profits of fat cat housing developers a little bit, but it doesn't change the overall numbers of new housing starts very much.

It's main value is ensuring the people who are rigging the market to make housing costs skyrocket aren't being focused on as the source of the problem, instead its the environmentalists fault. Blaming enviros for their problems is the one thing corporate america will always unite behind, especially when it helps distract people who want to know why they can't afford the mortgage/rent.

 

If and when the price of G gasoline goes up and there is another shortage like the 1980's, manufacturers of inefficient cars will again be killed by imports Ike those from Japan again.

 

Yep... With the exception of work trucks, the market for gas guzzlers is even smaller than the market for luxury EVs. What's more, the ever increasing disparity of wealth in our society does not sell more brand new cars, its sells less.

 

gm is investing in both gas hogs and ev's. i have to wonder how long they can afford to pursue both paths with tariffs eroding profits.

 

GM and Ford are partnering up with other global manufacturers, so they still got a "toe in the water" and they would be smart to keep up with that technology.
The other shoe that's going to drop is their adoption of those 3-cyclinder throw-away engines, with wet timing belts. IMHO; those car's may make it to 100K miles, but not much further - before that belt shreds. They were projecting $2k for a new engine; before tariffs.

 

A former TSLA stock holder, potentially loss of about 15-20% of net profits.

Bob Wilson

 

robotaxi will send them up like a spacey rocket!

 

You mean spacey sprockets - where george jetson works.....

my mind is full of useless information......

 

I was able to take advantage of the tax credit when I bought my "new to me" 2019 Prime. That's the only model that qualified for the federal tax credit. For a used, it had to cost less than $25K (including dealer handling fees), it had to come from a dealer, and there were a few qualifications for me too (I couldn't have earned too much in that year). The $4K was nice.

For new vehicles, I don't think the Primes would qualify as they have to have been made in the US, and while some Toyotas are made in the US, I don't think any of the Prius Primes are. I don't think a standard Prius qualifies, since there are battery capacity minimums.

Toyota resisted going full EV too long. They're finally dipping their toes in the water, but there's not a suitable sedan and I'm not intrested in any sort of SUV. I looked at an Ioniq 6, but it didn't qualify since it's not made in the US. I tried a Model 3, but it was just too expensive. I tried a Mustang Mach-E (which probably would qualify) but it just seemed like a bad copy of a Tesla Model Y.

 

We must insist on Spacely Sprockets, because Spacey conflates the actor Kevin. Nobody likes him anymore.

 

I agree with you in that I think the same economic events will occur, but the American auto industry has already taken many steps to make certain nobody will be importing affordable, efficient (or both) cars.

They've already demonstrated that they're perfectly capable of preventing import through legislative lobby efforts and letting regular Americans twist in the wind without access to appropriate cars, even if the aggregate lack of mobility is against our national interest.

 

A Yugo redux?

 

When I first learned to drive, my parents had two cars - a 66 Mustang and a 72 LTD Wagon. Of course I liked driving the Mustang much more but it wasn't all (just mostly) about the sportiness of the car. The LTD was something earlier generations prized about cars - almost no road feel (mushy suspension), a huge engine (400 CI), lots of boost to the power steering and brakes. The Mustang (289 V8), manual steering, manual brakes. You had more road feel, it wasn't mushy, and I didn't feel like I was trying to cram it into parking places or have to steer wide to go around corners.

What I see now is we're going back to those huge gas guzzling monsters - no road feel, all the other things I hated about driving my parents station wagon. Yeah, I've got a truck. I use it to take things to the dump and pick up things at the lumber yard. I'll drive my Prius any time I can. It's not all about the economy. It's much more fun to drive.

 

Just in time: https://ir.tesla.com/press-release/tesla-releases-second-quarter-2025-financial-results

Jul 23, 2025
AUSTIN, Texas, July 23, 2025 – Tesla has released its financial results for the second quarter of 2025 by posting an update on its Investor Relations website. Please visit https://ir.tesla.com to view the update
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I don't have time to dig into the report but this does not surprise me: Tesla (TSLA) releases Q2 2025 financing results: earnings down 23% | Electrek

Tesla Q2 2025 financial results
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Tesla’s earnings per share are down 23% year-over-year amid a booming EV market.
. . .
Operating income decreased 42% year-over-year to now less than $1 billion, and almost half of it came from regulatory credits.​

This is what caught my eye and I welcome other eyes sharing what they find interesting.

Bob Wilson

ps. I am so glad I converted my TSLA to a solar roof project.

 

Shootings at their stores? - setting fires to their cars? & at their charge stalls? gee, who'd of guessed.
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Bring back the Yugo!