So, the existing credit, as enacted, applies equally to all manufacturers, a level playing field. It’s the OEMs strategies that varied, each with their own risk profile. The early leaders are nearing phase out, but have gained vast real usage mega data, brand recognition, benefits of scale, and manufacturing skills. The laggards are risking loss of the credit program, but hope to gain from dropping battery costs and a more developed infrastructure. If the current program holds, they’re more likely to compete against the early leaders, who will still be scaling up, reducing costs, and becoming profitable. Ending the program before they all phase out would only mean that the early leaders’ strategy was the better one. Maybe that’ll light a fire under the laggards.
Leaving this type of self ending program in place could also help any new entrants to the market.
'12 SL last reading @ 2 yr, 22k, 260 GIDs, 62.35 Ahr
'15 SV w/QC, Mfd 5/14, Leased 8/14, 292 GIDs, 64.38 Ahr when new
@ 36 months, 34k, 270 GID, 57.49 Ahr
'17 Bolt LT 6.72 kW Array