Its very interesting to see policy changes which support the legacy OEM's, preserving ICEV sector in the US for a little bit longer. Put another way, the new tech has to somewhat suffer because the old tech is suffering, I guess one could say such policy changes are fair, impartial.
Now, how do better prepared EV manufacturers see said policy changes. I'd say they would see it as more than fair, in fact, I'd say they see it as opportunistic, opening the door to take greater market share in the second largest vehicle market, globally.
It's been a big ask for major US legacy OEM's to transition to EV production, they've had a half ass go to date, but will the likes of the middle kingdom, South Korea and a few EU OEM's play fair, I doubt it, which I expect will fling that door wide open and completely change the landscape, it will be all over by 2028, not 2035.
Good News & Bad News, page-38939
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