There's $100 million in revenue on the line for EV maker Rivian. According to the Wall Street Journal, the company could face a massive hit to its top line because the US has relaxed its fuel economy rules. My next guest says both the IRA credit expiration and lower emissions regulations will be major headwinds for EV penetration in the fourth quarter just as the global growth picture starts to trend upward.Let's bring in Dan Levy, senior autos analyst at Barclays, and it's great to see you today. So, globa ...