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I took a tour through a few 10Q reports this week to get a sense of how EV makers like Rivian and Lucid (or even legacy automakers that also sell EVs) feel about the one-two punch of tariffs and the end of the federal tax credit. Although these documents are loaded with legalese, it’s clear that both economic developments are on the minds of their respective executive teams.

Rivian and Lucid both make specific and multiple mentions of the One Big Beautiful Bill Act (OBBBA) in the risk factors section of their 10Qs. The OBBBA eliminates certain tax credits for EV buyers and essentially de

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