分析师：特朗普税收法案或对特斯拉造成12亿美元损失 金十数据6月5日讯，机构报道称，到今年年底，特朗普的巨额税收法案将在很大程度上取消特斯拉部分 车型和其他电动汽车买家高达7500美元的税收抵免，比原计划提前了七年。摩根大通分析师表示，这将 对特斯拉全年利润造成约12亿美元的打击。上周离开白宫正式顾问职位后，马斯克一直在阻止总统签署 税收法案，他称该法案"令人作呕"。马斯克一直在游说共和党议员——包括直接向众议院议长约翰逊发 出呼吁，在立法中保留电动汽车税收抵免。 ...

金十数据5月18日讯，美国核工业界正加紧游说，以挽救《通胀削减法案》的税收抵免。核工业表示， 税收抵免对于满足人工智能推动的能源需求至关重要。周一，负责起草税法的筹款委员会的议员们公布 了从2029年开始逐步取消核能补贴的立法草案，此举令该行业感到意外。游说者现在正竞相说服立法者 不要这么做，或者适度削减核工业补贴。在2025年第一季度，核能公司和行业机构已经增加了他们的游 说支出。OpenAI首席执行官萨姆•奥特曼支持的核技术公司Oklo的支出为42.4万美元，同比增长逾 500%。Oklo首席执行官Jacob DeWitte表示，该提案"破坏了美国核电行业的势头"。"在帮助降低早期资 本和项目开发风险方面，税收抵免的价值怎么说都不为过……如果我们想要在这个领域占据主导地位， 我们就需要使用所有工具。" （英国金融时报） 美国核工业界正加紧游说，以挽救税收抵免 ...

Core Viewpoint - The U.S. nuclear industry is intensifying lobbying efforts to preserve tax credits under the Inflation Reduction Act [1] Group 1: Industry Context - The nuclear sector is facing challenges as it seeks to maintain financial incentives that are crucial for its growth and sustainability [1] - The Inflation Reduction Act includes provisions that could significantly impact the nuclear industry's competitiveness and investment attractiveness [1] Group 2: Legislative Impact - The tax credits in question are designed to support clean energy initiatives, which the nuclear industry argues are essential for achieving national energy goals [1] - The outcome of the lobbying efforts could determine the future landscape of energy production in the U.S., particularly regarding the role of nuclear power [1]

Summary of Darling Ingredients Conference Call Company Overview - Darling Ingredients is a global leader in rendering biofuels and food ingredients, with significant transformations in its business model through strategic acquisitions, capacity expansions, and the Diamond Green Diesel joint venture [1] Industry Insights - The regulatory environment is currently in a transition phase, with potential changes in decarbonization policies and support for the agriculture community [2][3] - The Renewable Volume Obligation (RVO) is expected to return, with projections around 5.25 billion gallons, which is constructive for both Darling and American agriculture [5][6] - The company processes approximately 15% to 18% of the world's slaughtered animal byproducts into fats and proteins, indicating a strong position in the market [9] Key Regulatory Developments - The 45Z tax credit is being extended, which is beneficial for producers and the agriculture sector [4] - The RVO is anticipated to increase significantly, which will require additional feedstock supply, potentially impacting prices positively [12][18] - Concerns about imports affecting domestic prices and the RINs market were raised, emphasizing the need for careful management of feedstock regulations [22][24] Financial Performance and Projections - The first quarter results were weaker than expected, but the company remains optimistic about future performance, particularly in the second half of the year [41][65] - The feed segment is expected to see improved margins as fat prices recover, with projections of $950 million in run rate without further price increases [41][66] - The company anticipates a core business EBITDA of approximately $1.8 to $2 billion, excluding future growth from new initiatives [73][74] Strategic Initiatives - The company is focusing on the development of Sustainable Aviation Fuel (SAF), which is expected to be a significant growth driver [30][38] - A joint venture in the food segment aims to enhance product offerings and market reach, with a focus on high-margin specialty ingredients [47][56] - The NexTata platform is being developed to capitalize on health and wellness trends, with a strong growth trajectory anticipated [60][62] Market Dynamics - The company is optimistic about the long-term demand for animal-based protein, particularly in emerging markets like South America [68] - M&A activity is viewed as opportunistic, with a focus on improving the balance sheet before pursuing acquisitions [70][71] Conclusion - Darling Ingredients is well-positioned to leverage regulatory changes and market dynamics to enhance its growth potential, particularly through its SAF initiatives and strategic partnerships in the food segment [1][30][56]

在美国总统特朗普的税收蓝图中，电动汽车产业率先迎来一盆冷水。 当地时间5月12日，美国众议院筹款委员会发布一份草案，提议取消拜登政府时期《通胀削减法案》中 为购买电动汽车提供的税收抵免，并废除推动汽车制造商生产更多零排放车辆的燃油效率法规。 美国电动驱动交通协会主席卡伦（Genevieve Cullen）批评了这一提案，称"削减联邦在电气化方面的投 资，放弃美国在能源创新领域的领导地位，这是极其短视的。" 国泰海通科技资深分析师李轩对第一财经记者表示，在本届特朗普政府时期，废除电动汽车的税收抵免 是一项较大概率实施的议案。 "一方面，更大的宏观背景下，特朗普政府希望通过美国国内大规模减税计划来实施新政，因此废除电 动汽车税收抵免可能是提供资金其中的一种方式。"他表示，"另一方面，考虑美国对进口汽车都将征收 25%的关税法案，不太可能有既征关税、又税收抵免的掣肘方式。" 美国电动汽车失去重大补贴 在本届特朗普政府时期，废除电动汽车的税收抵免是一项较大概率实施的议案。 具体来说，在清洁能源方面，根据该草案提议，美国将自2026年起取消对购买电动汽车的7500美元税收 抵免，并从今年年底起取消对二手电动汽车的400 ...

Core Viewpoint - Sunnova, a prominent player in the U.S. solar energy market, is facing bankruptcy due to unsustainable debt levels and operational losses, despite significant revenue growth. The company's business model resembles that of a financial institution rather than a traditional solar company [1][7]. Group 1: Company Background and Growth - Sunnova was founded in 2012 by John Berger, who has extensive experience in the energy sector. The company quickly became a darling of capital markets, raising over $9 billion through multiple funding rounds before going public in 2019 [3][4]. - By 2024, Sunnova's revenue reached $840 million, with a customer base exceeding 444,000 and a total solar capacity of 3 GW, positioning it as a leading player alongside Sunrun in the U.S. residential solar market [4][5]. Group 2: Financial Model and Debt Structure - Sunnova operates under an "Energy as a Service" (EaaS) model, allowing customers to install solar systems with minimal upfront costs, leading to significant financial pressure on the company [9][10]. - The company has issued approximately $5.8 billion in asset-backed securities (ABS), which constitutes a large portion of its $8.5 billion total debt, indicating a reliance on complex financial instruments for funding [11][12]. Group 3: Challenges and Market Conditions - The company faces severe challenges due to rising interest rates, which have increased its debt servicing costs significantly, with interest payments consuming 25% of total revenue in 2024 [14][17]. - Policy changes in California, which accounts for 40% of U.S. solar generation, have led to a 47% drop in solar installation applications, directly impacting Sunnova's revenue projections [14][15]. - The overall U.S. solar market is experiencing a downturn, with a projected 12% decline in installations in 2024, contributing to a wave of bankruptcies among solar companies [16][17].

韩国总统候选人李在明：承诺对国内生产并销售的芯片提供至高10%的生产税收抵免。 ...

Do you know your tax bracket? Even if you do, are you clear on what it means for the taxes you'll pay. Real quick: Your tax rate is the percentage of income you pay in taxes, but it isn’t the same for all the money you earn. Different portions of income you earn are taxed at specific rates called tax brackets. For tax years 2025 and 2026, there are seven different tax brackets: 10%, 12%, 22%, 24%, 32%, 35%, and 37%. The Internal Revenue Service (IRS) provides annual inflation adjustments to the income ra ...