What Next | Daily News and Analysis TBD | End of an Electric Avenue
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Sep 7, 2025 
In this discussion, Ryan Felton, a Wall Street Journal reporter with a keen focus on the automotive industry, tackles the impending end of EV tax credits. He explores how these changes could impact electric vehicle affordability and market sustainability. The evolving landscape of the EV market is dissected, including Ford's plans for an affordable electric truck. Additionally, Ryan sheds light on consumer incentives and the competitive pressures from foreign automakers, particularly from China, shaping the future of electric vehicles.
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Dealership Frenzy Before Credit Expiry
- Ryan Felton visited Colorado dealerships where buyers were excited by steep EV deals before the tax credit expired.
- Some $65,000 EVs were leasing for under $200 a month thanks to stacked federal and state incentives.
Range Focus Made EVs Expensive
- Early EVs prioritized large batteries and range, which pushed prices into luxury territory.
- That design choice limited affordable EV options and sustained their perception as premium products.
Upfront Credits Changed Buyer Behavior
- The Inflation Reduction Act changed the credit to be applied at purchase via dealers, lowering monthly payments instantly.
- That shift made EVs more financially palatable and boosted adoption momentum.