This is Jake Kastrenakes, executive editor at The Verge. I’m filling in for Nilay here while he settles back into full-time hosting duties. We’ve got a very good episode for you today. My guest is Verge transportation editor Andy Hawkins, and we’re talking about the federal EV tax credit.

The tax credit expired at the end of September, and there are a lot of questions about what happens to the auto industry after its demise. This is a really hard, complicated set of problems, with a lot of moving parts, so I was really excited to have Andy on the show to break down all of these components and give us a clearer picture about what’s coming next.

Links:

The EV tax credit is dead — here’s what happens next | The Verge
GM takes a $1.6 billion hit on EVs | The Verge
Ford CEO Jim Farley on China, tariffs, and affordable EV | The Verge
Ford lost $5 billion on EVs in 2024, teases new models | The Verge
EV makers fill tax-credit void with costly discounts | Automotive News
So much for Ford and GM’s scheme to extend the EV tax credit | The Verge
Stellantis replaces EV tax credit with its own discount | Automotive News
Tesla sales picking up thanks to expiring tax credit | The Verge
California Reverses Pledge To Revive EV Tax Credit | SF Chronicle
Global EV sales growth slows to 15% in August, research firm says | Reuters

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Credits:

Decoder is a production of The Verge and part of the Vox Media Podcast Network.

Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.

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