Thaum pib ntawm nws lub sijhawm, Asmeskas Thawj Tswj Hwm Donald Trump tau qhia tsoomfwv cov koomhaum raunres nyiaj txiagnyob rau hauv ob txoj cai lij choj kos npe los ntawm yav dhau los Thawj Tswj Hwm Joe Biden-tusInflation Reduction Act (IRA)thiab covInfrastructure Investment and Jobs Act. Nws kuj npaj yuavtshem tawmcov thawj coj ntawm BidenEV se credit txog li $7,500 ib lub tsheb.
Yog tias Trump thaum kawg hloov kho IRA, ntau dua$ 100 nphom hauv EV kev nqis peevthiab kwv yees84,000 txoj haujlwmnyob rau hauv ntau lub xeev uas pab nws ruaj ntseg yeej nyob rau hauv lub Kaum Ib Hlis kev xaiv tsa yuav muaj kev pheej hmoo.
Kev nqis peev toj roob hauv pes
Raws li cov ntaub ntawv los ntawmAtlas Public Policy, ib qho kev tshawb fawb tsheb hauv Teb Chaws Asmeskas xav tias lub tank, txij li IRA tau dhau los hauv 2022, automakers thiab cov chaw muag khoom tau tshaj tawm tag nrho.$116 billionhauv kev nqis peev hauv US EV ntau lawm sector.
Kev tsom xam los ntawmAutomotive Xov xwm, raws li Atlas Public Policy cov ntaub ntawv, qhia tau tias90%(kwv yees$105 billion) ntawm EV kev nqis peev kev lag luam tshaj tawm txij li IRA txoj cai tau ntws mus rau hauvRepublican - coj lub xeev. Cov peev txheej sab saum toj- cov xeev tau txais suav nrogGeorgia, North Carolina, South Carolina, Michigan, thiab Indiana, txhua qhov tau txais ntau dua$12.5 billion. Hauv qhov sib piv, Democratic - coj cov xeev tsuas tau txais$11 billionhauv kev tshaj tawm kev nqis peev.
Atlas cov ntaub ntawv kuj qhia tias6.6%ntawm cov peev nyiaj (tag nrho$7.7 billion) tau mus rau hauvkev ua haujlwmfactories,tshaj ib nrab ($63 billion) yog siv raukev tsim kho tsis tu ncua, thiabnyob ib ncig ntawm 40% ($45.8 billion) muab faib rautej yaam num tseem nyob rau theem kev npaj.
Rau IRA- cov haujlwm tau txais nyiaj,2025 yuav yog xyoo tseem ceeb. Atlas Public Policy qhia tias cov chaw tsim khoom sawv cev$ 40 billion hauv kev nqis peevtau teem sijhawm pib ua haujlwm hauv 2025-ntau tshaj li lwm xyoo ntawm2022 thiab 2030. Qhov thib ob - xyoo kwv yees siab tshaj plaws yog2027, nrog $ 19 billionhauv kev npaj nqis peev.
Txawm li cas los xij, raws li EVmuag qeeb, automakers muajncuaqee qhov kev npaj EV ntau lawm thiab tau nce ua ntejhybrid tsheb. Raws liCox Automotive, tshiab EV kev muag khoom hauv Teb Chaws Asmeskas xav tias yuav loj tuaj7.3% hauv 2024rau1.3 lab units, a poob qislos ntawm49% kev loj hlob hauv 2023.
Tsis tas li ntawd, ntawm covEV kev tsim khoom tshiabtshaj tawm txij li xyoo 2022,txog ib -peb (30,593 txoj haujlwm)yuav tsumtso tawm hauv 2024 thiab 2025.
Nick Nigro, tus tsim ntawm Atlas Public Policy, haisAutomotive Xov xwmhais tias cov tshaj tawm kev nqis peev yog"kev hloov pauv"hauv ntau thaj tsam. Nws hais txog qhov yuav tsum tau uatxuas ntxiv kev nqis peev, saib tej yaam num kom tiav, thiabtxhawb cov tuam txhab Asmeskashauvkev sib tw ncaj ncees, tshwj xeeb tshaj yog tawm tsamTuam Tshoj -cov tuam txhab lag luam.
Automotive Xov xwmceeb toom tias covIRA tau dhau los ua lub hauv paus tseem ceeb ntawm US EV cov khoom siv thiab cov cuab yeej tseem ceeb hauv kev sib tw nrog Tuam Tshoj. Ib txhiaRepublican cov neeg tsim cai lij chojua haujlwm raukhaws ciaEV incentives los txhawb lawvkev lag luam hauv zos. Georgia Republican Tus Neeg Sawv Cev Buddy Cartersib cav tias IRAtxhawb kev loj hlob ntawm kev lag luam, khaws covTeb Chaws Asmeskas kev sib tw, thiabtxhim khu kev ruaj ntseg hauv tebchaws. Carter hais tias:
"Peb yuav tsum xyuas kom meej cov cai no tseem nyob hauv qhov chaw thiab tsis txhob cuam tshuam kev lag luam kev loj hlob ntawm cov zej zog uas twb tau txais kev nqis peev."
Kev lag luam-Qhov cuam tshuam loj ntawm Kev Tshem Tawm IRA
Republicans tawm tsam IRA sib cav tiasnws cov nqi ua pov thawj nws tshem tawm. CovUS House Committee on Ways and Meanscov kws tshuaj ntsuam xyuas kwv yees tias covIRA tuaj yeem raug nqi txog $ 1 trillion.
George Whitcombe, tus kws tshuaj ntsuam ntawmRho Kev, lub roj teeb kev tshawb fawb thiab kev pab tswv yim, ceeb toom tias tshem tawmtsoom fwv incentivesyuavncua ntxivkev tsim kho ntawmEV sib dhos cov nroj tsuag, cov chaw siv roj teeb, thiab cov chaw tsim khoom. Rau ib txhiaEV cov chaw muag khoom, poob nyiaj no yuav yogkev puas tsuaj loj heev.
Tshem tawm lossis hloov khoEV manufacturing incentivestuaj yeem ua rauovercapacitythiabtso tseg peevrau automakers thiab lwm tus neeg. Ntauautomakers thiab cov neeg muag khoomsaib cov kev txhawb siab no litseem ceebrau lawvEV cov tswv yim ua lag luam.
Hauv nwsQ3 2024 ua ntaub ntawv nrog SEC, EV Chaw tsim tshuaj paus Rivianhais tiasKev txo lossis tshem tawm ntawm tsoomfwv thiab lub xeev EV kev txhawb siab yuav cuam tshuam ncaj qha rau kev thov. Rivian kuj tau sau tseg tias:
"Kev ua tsis tau raws li kev tsim nyog tau txais cov qhab nia se tuaj yeem ua rau peb cov khoom lag luam poob qis thiab tuaj yeem cuam tshuam cov khoom siv tsis zoo rau peb txoj kev lag luam, kev xav, nyiaj txiag, kev ua haujlwm, thiab nyiaj txiag txaus."
Michael Robinet,Thawj Tswj Hwm ntawm S&P Global Mobility, ntseeg tias txawm tiaskev tsim khoom txhawb siab tseem nyob, tshem tawm $7,500 tus neeg siv khoom EV se credittuaj yeem ua rauunderutilized factories.
Robinet tau taw qhia tiascuam tshuam ib feem ntawm EV ecosystem cuam tshuam rau lwm tus. Tsis muaj kev txhawb siab rau cov neeg siv khoom,EV kev muag khoom tuaj yeem qeeb lossis poob, cuam tshuamcov neeg ua lag luam tshiab. Xeev nrogEV roj teeb chaw tsim khoomyuav fimkev nyuaj nyiaj txiag loj.
YogEV kev muag khoom poob qis dua qhov kev cia siab, factories tuaj yeem uasiv tsis tau, ua tuam txhab uas muagtso tawm cov neeg ua haujlwmlos yogtsis ua raws li lawv cov lus cog tseg. Robinet hais txog:
"Qhov ntsuas yog qhov tseem ceeb heev. Yog tias tsis muaj qhov ntsuas qhov zoo thiab muaj peev xwm txo qis cov nqi roj teeb, qhov no tuaj yeem dhau los ua tsis tau - lub voj voog xaus."
