News
Tesla one of few automakers retaining U.S. EV incentives after rule change
Tesla is one of just a few automakers who will offer models that qualify for federal EV incentives in the U.S. following a new rule implementation.
EV incentives in the United States have been a hot topic in Congress since the Inflation Reduction Act was introduced to the House floor last year. Following the incentive’s introduction, there has been a mixed response, both in the U.S. and globally, as foreign automakers were forced to shift production to North America to qualify. Now, new rules are set to cut eligibility even further.
The upcoming rule’s implementation was first reported by Reuters, pointing out that numerous automakers would be losing eligibility on top models. This includes Rivian’s R1S and R1T, Volvo’s S60 PHEV, BMW’s X5 xDrive45e, Volkswagen’s ID.4 and Audi’s Q5 TFSI eQuattro PHEV, Nissan’s Leaf hatchback, and even the freshly released Genesis GV70 Electrified. The new rules will take effect tomorrow, April 18th.
Other automakers, including Tesla, are retaining the majority of the incentives that they qualified for in Q1 of this year. However, even the incredibly popular Tesla Model 3 Standard Range, the automaker’s cheapest model, will no longer qualify for the full incentive.
According to the Federal government, 90% of EVs and electrified vehicles that qualified for incentives earlier this year will qualify for at least half of the incentives now. Though it should be noted that this is after roughly 70% of EVs and electrified vehicles lost incentives due to North American assembly requirements (implemented in August) and pricing limits (implemented in January).
The new rules removing eligibility from countless vehicles, including those assembled in North America, are “battery sourcing requirements.” Under the guidelines, automakers must meet at least one of two requirements on top of the requirement to assemble the vehicle in North America and keep the vehicle’s price below a segment-specific number.
First, 40% of the value of “critical minerals” within the vehicle’s battery must be sourced from the United States or a country with which it has signed a free trade agreement. By meeting this requirement, automakers are eligible for half of the full EV incentive, $3,750. Second, 50% of the value of battery components must be produced or assembled in North America. By meeting this requirement, automakers can also qualify for the $3,750 incentive, but only by meeting both can an automaker qualify for the full $7,500 incentive.
For those currently looking to buy an EV that qualifies for the tax incentives, the IRS provides a complete list of models and automakers, though this site has been slow to update since its initial publishing.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
News
Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.
News
Tesla Supercharger network delivers record 6.7 TWh in 2025
The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.
Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide.
To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.
Record 6.7 TWh delivered in 2025
The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream.
Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.
This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.
Resilience after Supercharger team changes
2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”
Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.
Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible.
Starlink achieves major milestones in 2025 progress report
Giga Nevada celebrates production of 6 millionth drive unit
