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EV Tax Credit Expiration Could Slash Demand by 50%

10/7/2025

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Tesla Resilient Amid EV Changes

The $7,500 EV tax credit expiration could trigger 50% drop in United States demand.
Tesla stock remains resilient despite a 13% year-over-year delivery decline, and shares are up 14% year-to-date.
Nio remains unaffected, selling mainly in China and Europe, not the United States.
Toyota will expand United States EV production, focusing on electric SUVs in Kentucky.

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Germany Extends EV Exemption

Germany extends the electric-vehicle tax exemption by five years, announced by Federal finance minister Lars Klingbeil.
The exemption, due to end January 2026, will apply to vehicles registered by December 31, 2030.
A forthcoming Chancellery meeting will address automotive challenges, including competition and job cuts.
France's social leasing program to help lower-income households could model Germany's approach.

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Tesla Resilient Amid EV Changes

The $7,500 EV tax credit expiration could trigger 50% drop in United States demand.
Tesla stock remains resilient despite a 13% year-over-year delivery decline, and shares are up 14% year-to-date.
Nio remains unaffected, selling mainly in China and Europe, not the United States.
Toyota will expand United States EV production, focusing on electric SUVs in Kentucky.

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