Core Viewpoint - The Senate Republicans plan to terminate the electric vehicle tax credit by the end of September [1] Group 1 - The Senate Budget Committee has indicated the timeline for the termination of the electric vehicle tax credit [1]

Group 1 - The revised economic plan proposed by Senate Republicans aims to cut taxes for families and businesses by trillions of dollars, at the cost of reducing healthcare coverage for low-income Americans and increasing the national deficit [1] - The new version of the bill expands certain tax cuts and raises the debt ceiling by $5 trillion, compared to the House version which proposed a $4 trillion increase [1] - The Senate plans to vote on the bill next week to ensure it is sent to President Trump before July 4 [1] Group 2 - The committee draft makes significant changes by making three corporate tax cuts permanent, including R&D expense deductions, expanded interest expense deductions, and immediate expensing for new equipment [2] - The plan is more aggressive in cutting Medicaid for low-income and disabled individuals compared to the House version, limiting states' options for self-funding Medicaid [2] - The bill expands the child tax credit to $2,200 per child permanently and introduces a new deduction for charitable donations for non-itemizers [2] Group 3 - The bill will terminate the $7,500 electric vehicle tax credit and eliminate subsidies for wind and solar energy within 180 days of enactment, which could severely impact the struggling solar industry [3] - Despite ongoing negotiations on key policy issues, Senate Republicans are pushing for the legislation to be passed by July 4, with Trump pressuring lawmakers to reach an agreement [3] - Research from the White House's National Economic Council indicates that the corporate tax reform from 2017 has stimulated business investment, although some economists warn that the tax cuts will exacerbate the already rising national deficit [3]

Core Viewpoint - Rivian Automotive is poised for significant growth with plans to produce three new affordable electric vehicles (EVs) starting in early 2026, which could enhance its market position similar to Tesla's success with affordable models [1][4]. Group 1: Growth Potential - The introduction of affordable EVs priced under $50,000 is a crucial milestone that could attract millions of new buyers, similar to the impact seen with Tesla's Model Y and Model 3 [1][3]. - Rivian is on track to begin production of the R2, R3, and R3X models, with full production expected by 2027 or 2028, supported by $4.7 billion in cash and a partnership with Volkswagen [4][5]. Group 2: Impact of EV Tax Credits - A proposed bill by President Trump to cut federal EV tax credits could increase the cost of EVs by $4,000 to $7,500, potentially reducing demand in the short term [2][7]. - Despite the potential elimination of tax credits, Rivian's financial position allows it to reach its growth catalyst, making its vehicles more affordable even without incentives [5][9]. Group 3: Competitive Landscape - Rivian is already profitable on a gross margin basis, unlike competitors such as Lucid Group, which may face financial challenges if tax incentives are removed [9]. - The absence of affordable EVs from most North American automakers could provide Rivian with a competitive advantage, especially if competitors struggle to bring their models to market [8][10].

Group 1 - Tesla's stock has dropped by 5.9%, with a cumulative decline of approximately 12% over the last five days [1] - President Trump has responded to Elon Musk's criticism regarding the U.S. tax legislation draft [2] - Musk expressed indifference towards how the Trump administration plans to cut electric vehicle tax credits and solar incentives in the tax law draft [2]

马斯克此前在特朗普政府任职期间，直接参与大幅削减联邦开支等工作。但近日，马斯克与特朗普政府 就有关事宜出现分歧，他还公开抨击"大而美"法案。对于马斯克此举，美国Axios新闻网认为，可能有4 个原因。首先，"大而美"法案削减了原本有利于马斯克旗下特斯拉等汽车制造商的电动汽车税收抵免。 其次，马斯克曾试图在130天的"特殊政府雇员"任期结束后继续担任该职务，但最终未被允许。第三， 消息人士称，马斯克希望美国联邦航空管理局将"星链"卫星系统用于国家空中交通管制，但政府因利益 冲突及技术原因对此持反对态度。第四，特朗普突然宣布撤回对马斯克盟友艾萨克曼担任美国国家航空 航天局局长的提名。 报道提到，马斯克上周在社交平台上发帖称，他作为"特殊政府雇员"的任期结束，并在离职后批评称， 特朗普政府力推的大规模税收与支出的"大而美"法案"令人作呕"。这一言论在华盛顿引发哗然，一名消 息人士称，特朗普政府官员对马斯克的反应"感到失望"。 《每日电讯报》继续称，据特朗普的盟友透露，马斯克表达愤怒，是出于商人的私心，旨在维护既得利 益，并对不得不离开政府职位感到不满。消息人士还爆料，马斯克曾请求留任，以在削减政府开支方面 取得更多 ...

特斯拉CEO马斯克私底下向美国众议长约翰逊展开游说，希望在（特朗普支持的）税收立法草案中挽救 电动汽车税收抵免条款。（NBC） ...

编译 / 钱亚光 设计 / 师 超 来源 / www.reuters.com, electrek.co 最近，现代汽车表示，正在与通用汽车（GM）进行谈判，拟向其美国同行供应商用电动汽车，因为需求疲软，预计今年的销量增长将减半。 这家韩国汽车制造商表示，与通用汽车的合作涉及多个合作领域，包括联合采购零部件以及在乘用车方面的合作。 这家去年与通用汽车签署初步合作协议的汽车制造商还表示，计划在今年第一季度内就零部件采购、乘用车和商用车方面的合作签署具有约束力的合 同。 本周，特朗普总统表示，他可能从 2 月 1 日起对加拿大和墨西哥征收进口关税。韩国国内、美国和欧洲的不确定性因素影响了预测。 特朗普还威胁要终止 7500 美元的联邦电动汽车税收抵免，这只会让美国进一步落后于中国在全球电动汽车市场的迅猛发展。 与此同时，韩国国内的政治动荡也动摇着现代汽车的市场信心。现代汽车表示，自去年 12 月初韩国现已被弹劾的总统宣布进入紧急状态以来，韩元大 幅贬值，这将提升汇回收益，但也会推高汽车保修费用，从而压缩利润率。 李承祚表示："由于不仅在国内市场，而且在美国市场都可能出现政策变化，再加上欧洲将出台更严格的排放标准，我 ...