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Inflation Reduction Act supports dealerships & fossil fueled “clean vehicles”
Today, the Senate passed the Inflation Reduction Act which seems like a good thing for EVs and clean energy at first. However, a look at the bill itself takes us into a rabbit hole that smells of fossil fuels and dealership lobbying.
By changing the very definition of electric vehicles of clean vehicles, the Inflation Reduction Act is showing its support for fossil fuels. Let’s take a look at a thread shared by @WholeMarsBlog who took a deep dive into the Inflation Reduction Act.
How Dealerships benefit from the Inflation Reduction Act
As @WholeMarsBlog pointed out in his thread, the Inflation Reduction Act will allow dealerships to benefit from a subsidy. If a consumer purchases an EV from a dealership, they will be able to transfer that tax credit to a dealership.
This will be the only way they can benefit from that tax credit as direct-to-consumer doesn’t qualify.
This gives dealerships an edge over direct-to-consumer sales by allowing consumers to receive a lower monthly payment than ordering directly from a manufacturer such as Tesla or Rivian.
However, it doesn’t make sense to subsidize an industry that is known for dishonest tactics and treating American consumers badly.
Allowing fossil-fueled vehicles to be “clean vehicles”
A vehicle with an internal combustion engine and a small battery is now considered a “clean vehicle” by this bill. Plug-in hybrid EVs have been touted as a cleaner version of the ICE vehicle because it has a battery and can be charged.
However, these are still fossil-fueled powered vehicles and discourage the sales of actual clean vehicles. As @WholeMarsBlog said, “Why buy an F-150 Lightning when an F-150 hybrid qualifies, too?” He also pointed out that hydrogen cars are also now subsidized.
Battery Minerals need to be sourced domestically
This is done in a very tricky way to make it look like the EV tax credit is being extended, but in reality fossil fuel powered hybrids will qualify while electric vehicles will not.
this is so wrong. if people don't plug in these cars they generate MORE emissions due to weight
— Whole Mars Catalog (@WholeMarsBlog) August 7, 2022
Rivian and Lucid along with other automakers will lose their $7,500 tax credit next year due to these battery sourcing requirements making it impossible for any full EV to qualify.
This is why it’s so important for automakers to partner with their domestic suppliers. Talon Metals’ Chief External Affairs Officer & Head of Climate Strategy, Todd Malan spoke with me at length on this topic and you read his thoughts here.
Benchmark Minerals’ take on the Inflation Reduction Act
Interesting commentary on the Inflation Reduction Act from @sdmoores https://t.co/Ma5fFElNjv pic.twitter.com/ePZMHVSX5a
— The Limiting Factor (@LimitingThe) August 7, 2022
Benchmark Minerals published an article on what the Inflation Reduction act means for the EV battery supply chain and I think it’s important to consider some of the points they’ve made.
Simon Mores, CEO of Benchmark said that it’s almost impossible that any of the Fair Trade Alliance countries are able to fill China’s raw material gap for our EV demand between now and 2024.
“The presently proposed $7,500 credit for those EVs that do not contain any critical minerals from China or Russia will effectively be made redundant, considering the proposal ends in 2024 just when a domestic supply chain is beginning to gain momentum.”
“It is almost impossible that any Fair Trade Alliance countries – of which Australia and Chile are the stand out – could fill China’s raw material gap for the USA’s EV demand between now and 2024.”
“This is considering the basic lack of raw material supply in many markets and the fact that most future raw material has already been contracted and accounted for.”
“If the US wants the incentive to really work, it needs to extend this by 4 years to 2028 so the battery supply chain builds into the incentive.”
With this thought in mind, @WholeMarsBlog pointed out that smaller batteries could meet the percentage requirements while larger batteries powering the entire vehicle can not. In other words, this opens the door for plug-in hybrid EVs to meet the rising demand for clean vehicles.
My 2.5¢
I think it’s important to note these flaws in the bill, but I also think that we do need a stronger U.S. battery supply chain. However, we shouldn’t sacrifice EVs for fossil fuels to get that stronger supply chain.
I’ve always thought that it was silly to include plug-in hybrid vehicles as a “clean vehciel” when they use both batteries and fossil fuels. Hybrids are great for those who want both options. I’ve also heard the arguments that they are more affordable than a Tesla, but it’s 2022 and if someone is in the market for a new car, there are options for a variety of EVs.
I think @WholeMarsBlog made an excellent point. I think Todd Malan made excellent points as well. At the end of the day, however, politricksters will politrick. The fact that they all agreed on this bill is, I think, kind of shocking.
Disclaimer: Johnna is long Tesla.
I’d love to hear from you! If you have any comments, concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
News
SpaceX completes another secret Pentagon launch, adding to suspected Starshield buildout
SpaceX launched the classified USSF-385 mission from Vandenberg, landing its booster on a tenth flight.
SpaceX launched another classified mission for the U.S. Space Force from California early Saturday morning, and the Falcon 9 booster that carried it landed on a drone ship in the Pacific for the tenth time. The USSF-385 mission lifted off from Space Launch Complex 4E at Vandenberg Space Force Base at 7:00 a.m. PT.
Booster B1100 touched down on Of Course I Still Love You roughly eight and a half minutes after liftoff. It was the booster’s tenth flight and tenth successful landing, following the NROL-95 national security mission and eight Starlink launches. Its previous flight, a Starlink Group 15 mission on August 22, came just 35 days earlier. SpaceX ended its livestream shortly after the landing, which is standard for classified payloads, and neither the company nor the Space Force has said what the rocket carried.
Watch Falcon 9 launch the USSF-385 mission from pad 4E in California https://t.co/CAdbx85Ydy
— SpaceX (@SpaceX) September 26, 2026
USSF-385 is the fourth Space Force launch from the same Vandenberg pad in roughly six weeks, following USSF-366 on August 15, USSF-153 on September 10, and USSF-259 on September 17. When SpaceX flew USSF-366 in August, independent trackers noted that the rocket’s stage drop zones matched SpaceX’s Starlink Group 15 missions, pointing to Starshield, the government version of the Starlink satellite bus. The Space Force later cataloged 23 satellites after both USSF-366 and USSF-153, while USSF-259 placed 17 satellites into a different orbital plane, per KeepTrack. Launch databases describe USSF-385 the same way, though the payload remains officially unidentified.
The cadence lines up with the contracts, because in July, the Space Force awarded SpaceX $1.6 billion in task orders for 18 Falcon 9 missions from Vandenberg through the end of 2027. SpaceX also holds contracts to build pieces of that same network, which pushed its Pentagon contract total for 2026 past $8 billion.
Saturday’s flight was also the sixth and final Falcon 9 launch from Vandenberg in September, according to Spaceflight Now, while only one Falcon 9 flew from the East Coast this month as SpaceX shifts its Florida infrastructure toward Starship. Launch trackers list it as SpaceX’s 112th mission of 2026 and the 108th Falcon 9 flight of the year, with SLC-4E turned around about six and a half days after its previous launch.
The West Coast pad will not stay quiet for long, considering SpaceX has another Starlink mission scheduled from SLC-4E on September 30. Meanwhile, in Texas, the company is two days away from Starship Flight 14, which is targeting Monday at 7:15 a.m. CT for the vehicle’s first attempt to reach orbit.
News
Tesla hints at new Roadster design in surprise clip
Tesla ended its Semi event with a Roadster teaser revealing a new front light bar.
Tesla closed out its Semi event in Nevada on Thursday night with a nod to its own history, dropping a short Roadster teaser that suggests the production car will look noticeably different from the prototype first shown in 2017.
“We can’t have a Semi event without the Roadster,” Tesla engineering executive Lars Moravy told the crowd before the clip played. The line was a deliberate callback. Tesla first revealed the next generation Roadster in November 2017 by driving it out of the back of a Semi trailer at the truck’s original unveiling in Hawthorne, California.
The new video opens on trailer doors swinging apart in the dark. A thin white light bar glows across what appears to be the nose of the car, Tesla and SpaceX logos flash over the frame, and the Roadster name appears before the clip ends on “See you next week.” Tesla posted the nine second clip on X after the livestream wrapped.
See you next week pic.twitter.com/BT52bGVxFu
— Tesla (@Tesla) September 25, 2026
The light bar is the most concrete design detail so far. The 2017 prototype used two separate curved headlamp pods, while a connected front light strip would bring the Roadster in line with the Cybertruck, Cybercab, Semi, and refreshed Model Y. Sawyer Merritt was among the first to point out what looked like part of a SpaceX logo in the video, something Tesla has not addressed.
That logo fits the buildup around the optional SpaceX Package, which Elon Musk has long said would use cold gas thrusters to improve acceleration and possibly allow the car to briefly leave the ground. Tesla’s “Go for launch” post on September 12 set the October 1 date, and invitations sent to reservation holders place the event in Waco, Texas, at 8:30 p.m. Eastern. Waco sits roughly 20 minutes from SpaceX’s McGregor rocket test site, where the FAA has put a temporary flight restriction in place from September 18 through October 2, covering a 1.5 nautical mile radius from the surface up to 10,000 feet.
Tesla is also taking money ahead of the reveal. The company reopened Roadster reservations earlier this week with a $5,000 refundable card payment, followed by a $45,000 wire transfer due within 10 days. That puts buyers at $50,000 committed before Tesla has published a price.
The original pitch set a high bar: 0 to 60 mph in 1.9 seconds before any upgrades, 620 miles of range, a top speed above 250 mph, and production in 2020. That timeline has slipped repeatedly, and Tesla has since pointed to production at Gigafactory Texas no earlier than 2027. The company has said next Thursday’s event will include pricing, specifications, and production targets, the three details original reservation holders have been waiting on for nearly nine years.
Tesla Full Self-Driving’s release in Europe is set to be delayed by at least a few months.
The European Union will not vote on Tesla’s Full Self-Driving (Supervised) on October 6. The draft agenda for the 119th meeting of the Technical Committee on Motor Vehicles lists only a 25-minute “continuation of discussions” on the Netherlands’ Article 39 request, not a decision. The next scheduled TCMV session is in December, which is now the earliest date a bloc-wide vote could occur.
Tesla Europe had pointed to October 6 as a possible EU-wide vote after the Dutch vehicle authority RDW granted the first European type approval on April 10.
That approval, under UN Regulation 171 plus an Article 39 exemption in EU Regulation 2018/858, is the legal file other member states have been recognizing one by one. The same committee has already discussed the request twice without voting.
Elon Musk’s reply to the delay was a single word: “Sigh.”
Sigh
— Elon Musk (@elonmusk) September 25, 2026
Seven EU countries have now cleared FSD Supervised on their own roads: the Netherlands, Lithuania, Estonia, Denmark, Belgium, Slovenia, and Czechia. Those seven states represent about 53 million people, or roughly 12 percent of the EU population. An EU-wide authorization still needs a qualified majority: at least 15 of 27 member states representing 65 percent of the bloc’s population, about 292 million people.
Germany, France, Italy, and Spain remain the decisive markets. France has already rejected the current system; several other governments have flagged speed-limit compliance as the main sticking point.
The safety case Tesla is putting in front of those governments is now public. On September 1, Tesla Europe said FSD Supervised was in use by more than 70,000 customers, covering over 1 million kilometers a day, and was 4.1 times less likely to be involved in a crash than manual driving across 100 million kilometers on EU public roads.
An earlier mid-year cut of the same fleet data, covering 65 million kilometers in five approved countries, put the collision advantage at 5.2 times, with zero highway collisions over 41.9 million kilometers. Tesla also reported far fewer automatic emergency braking events, harsh accelerations, and hard swerves than in comparable manual Tesla driving. Those figures are company-reported, not independently audited.
Tesla Full Self-Driving is taking over Europe: fourth country gets FSD approval
The public-health backdrop is harder to dispute. European countries recorded about 19,400 road deaths in 2025, or roughly 53 a day, most of them attributed to human error. FSD Supervised is not unsupervised autonomy; the driver remains legally responsible. But the software is already legal and in daily use across seven member states.
Until TCMV votes, the rest of the EU remains a patchwork: available in Prague and Amsterdam, locked behind review in Paris and Berlin. December is now the next chance to close that gap.
SpaceX completes another secret Pentagon launch, adding to suspected Starshield buildout
Tesla hints at new Roadster design in surprise clip
