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Hmm, that article has this line: "An analysis by the Congressional Budget Office on Wednesday suggested just 11,000 new EVs would use the credit in 2023."Yes, Automakers are sure.
Quote:
According to John Bozzella, heads of the Alliance for Automotive Innovation.
The group represents General Motors, Toyota Motor, and Ford Motor among others.
"None would qualify for the full credit when additional sourcing requirements go into effect," he said
from: Automakers say 70% of EV models don't qualify for tax credit under Senate bill
Looking forward to next week's $TSLA price action.
Has anyone seen them at Giga Berlin though?Screwpiles have been a thing for decades at least.
I think it was during one of the more recent earnings calls. From what I recall, he said there were currently no plans for any iron chemistry cylindrical cells.When did Musk say iron cathode will not be in 4680s? Pretty sure on battery day he said any kind of cathode are compatible with 4680s.
Yesterday´s video from Giga Berlin shows a new (I´ve never seen at least) way to drive piles: screw them into the ground instead of hammering. I wonder if this might make a difference for ground water as this was a showstopper for driving piles before. This is the expansion of stamping (not giga casting):
Where do they get the minerals from? I know they try to localize supplies but they have been complaining about how much shipping back and forth that minerals go through before they are used.Hmm, that article has this line: "An analysis by the Congressional Budget Office on Wednesday suggested just 11,000 new EVs would use the credit in 2023."
How would Tesla NOT qualify?
House approval is easier than Senate approval.Where do they get the minerals from? I know they try to localize supplies but they have been complaining about how much shipping back and forth that minerals go through before they are used.
And I think people are jumping the gun, doesn't it have to go to the House for approval now?
Maybe they were listing models of EV, including those from GM, rather than units of production?Hmm, that article has this line: "An analysis by the Congressional Budget Office on Wednesday suggested just 11,000 new EVs would use the credit in 2023."
How would Tesla NOT qualify?
That number is derived by dividing out the expected cost impact — the congressional budget office expects the credit will cost taxpayers only $85million in 2023Maybe they were listing models of EV, including those from GM, rather than units of production?
And they determined its 85M how?That number is derived by dividing out the expected cost impact — the congressional budget office expects the credit will cost taxpayers only $85million in 2023
$85million / $7500 per pop = 11,333 credits in 2023
They probably have experts in the field who know exactly what each manufacturer’s batteries contain and what would qualify, then they’re probably doing modeling around how quickly the mineral etc supplyAnd they determined its 85M how?
When did Musk say iron cathode will not be in 4680s? Pretty sure on battery day he said any kind of cathode are compatible with 4680s.
True enough for now. Any technical reason to think that will be the future also ?
The big promise of 4680 is scale. I hope LFP can realize the same benefit.
Another at Texas would be a good option. Does another factory necessarily have to be another location?With the bill likely to become law does it make sense to build the next factory in North America ? I think the north east or Canada would be the best options.
They put wheels in tennis shoes, also some factories have employees using roller skates, so not a bad idea. I take it your talking about using them in Optimus right?I intend this as an actual suggestion not a joke. I think regaining tails for humanoids could be valuable. It could help with bipedal balance and with a small wheel in the end along with deployable wheels in the feet, could make for much less energy expensive travel over smooth surfaces.
Would be great to know if Tesla qualifies and to what extent this year and next.They probably have experts in the field who know exactly what each manufacturer’s batteries contain and what would qualify, then they’re probably doing modeling around how quickly the mineral etc supply
chains can be built in North America or other free trade countries — this is really an anti-China supply chain bill
U.S. Congress office sees few tax breaks for EVs under Democratic plan
A proposal by U.S. Senate Democrats to put income, price and domestic content conditions on electric vehicle tax breaks could initially sharply curtail the number of EVs that qualify, the Congressional Budget Office said on Wednesday.www.reuters.com
The CBO estimates only $1.78billion in subsidies going to 2026, which works out to about 237,000 credits over that timeframe
I am thinking FL is the next location.Another at Texas would be a good option. Does another factory necessarily have to be another location?
Another at Texas would be a good option. Does another factory necessarily have to be another location?
If the statements and details around this are accurate, it might be an indirect benefit to Tesla just based on this bill sounding like it would eliminate credits for competitors who still have room under the current credit setupWould be great to know if Tesla qualifies and to what extent this year and next.
Wonder if elon will tweet about it?
San Antonio was in the final 3 for the Gigafactory that went to Nevada, it's labor market is far away enough from Austin that there's <5% overlap, there's a Toyota Tundra plant here and it's likely some of those guys will need jobs in the future, Monterrey Tech is a few hundred miles away - great auto engineering university, housing is cheap compared to Austin, Southwest Research is here (they do testing on literally every OEM's cars for something), electric VTOL craft will be born here (insider info prediction), and cattledog is here - what's not to love (other than the last point)?Another at Texas would be a good option. Does another factory necessarily have to be another location?