When EV Credits Vanish, GM Holds，Tesla and Rivian Don’t

Travis Hoium
01-28

$General Motors(GM)$ CEO Mary Barra is the best CEO in the auto business.

This shouldn’t be a controversial statement. Strategically, operationally, and politically (important these days) she’s knocking it out of the park.

Investors in $Tesla Motors(TSLA)$ and $Rivian Automotive, Inc.(RIVN)$ should pay attention to this detail.

The elimination of regulatory credits is going to be a small tailwind for Detroit given their size, but a HUGE headwind for Tesla and Rivian because it’s 100% margin.

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