Wheels: Why losing E.V. tax credits could hit G.M. and Ford harder than Tesla
Analysis of the New York Times Wheels Newsletter
1. Contents of the Newsletter:
The newsletter from The New York Times Wheels, dated May 20, 2025, discusses various critical topics related to the automotive industry. It touches on issues like the potential impact of losing electric vehicle (E.V.) tax credits on leading automakers like G.M. and Ford, highlighting the challenges they might face in comparison to Tesla. The newsletter also includes insights on how tariffs could influence businesses, such as Carvana's positive outlook due to increased demand, the introduction of a Spartan electric truck by Slate Auto, ongoing developments in battery technology, and experiences of companies like Detroit Axle and Honda in the face of changing trade policies.
2. Products:
The newsletter mentions Carvana, an online platform for selling used cars, which sees potential benefits from President Trump's tariffs through heightened demand for its vehicles. It also introduces Slate Auto, a start-up supported by Jeff Bezos, planning to launch a basic electric truck without fancy features like paint, stereo, or touch-screens.
3. Store Details - nytimes.com:
The sender of the newsletter, The New York Times, operates the domain nytimes.com. It is a renowned news organization providing a wide range of news coverage, including in-depth articles, investigative reports, and newsletters like Wheels focusing on the automotive industry. The New York Times is known for its journalistic integrity, extensive coverage of global events, and insightful analysis across various topics, including business, technology, politics, and culture.