
Rivian Automotive、Lucid Group 和初创企业 Scout Motors 的首席执行官告诉 CNBC,他们并不指望国会中的民主党人恢复联邦对电动汽车的支持。
The CEOs of electric vehicle makers Rivian Automotive, Lucid Group and startup Scout Motors told CNBC they're not counting on Democrats in Congress to restore federal support for EVs.
多年来,电动汽车制造商不得不应对来自华盛顿时而支持、时而反对的监管政策。
EV makers have had to contend with flip-flopping regulatory help from Washington over the years.
在特朗普政府终止最高 7500 美元的联邦购车激励之前,电动汽车销量去年曾大幅飙升,但此后已从该高点回落。
EV sales spiked last year before the Trump administration ended federal incentives of up to $7,500 to buy an electric vehicle, but they have since come down from that high.
多家美国电动汽车制造商的领导人表示,他们不指望民主党在 1 月控制国会后会增加对其业务的联邦支持,但如果真有此举,他们欣然接受。
Leaders of several U.S. electric vehicle manufacturers said they're not counting on increased federal support for their businesses once Democrats gain control of Congress in January, but they said they'll gladly take it if it does happen.
这是 Rivian Automotive、Lucid Group 和电动汽车初创企业 Scout Motors 的首席执行官在民主党历史性赢得中期选举后接受 CNBC 采访时表达的总体情绪。
That was the overall sentiment from CEOs of Rivian Automotive Lucid Group and EV startup Scout Motors during interviews with CNBC after Democrats' historic midterm election wins.
“我们从第一天起建立 Scout 时,就诚实地预设了这样一个环境:我们不会指望、比如说立法,也不会指望那些可能存在、也可能不存在的东西,”汽车行业资深人士、Scout 首席执行官 Scott Keogh 周三告诉 CNBC。
"We've honestly constructed Scout from day one to be in an environment where we're not going to count on, let's say, legislation or count on things that may or may not be there," Scout CEO Scott Keogh an automotive veteran, told CNBC on Wednesday.
多年来,电动汽车制造商不得不应对来自华盛顿反复无常的支持。特朗普政府终止或撤销了对拜登政府支持的气候变化倡议和电动汽车的支持,其中包括最高 7500 美元的购车消费者激励。
EV makers have had to contend with flip-flopping support from Washington over the years. The Trump administration has ended or rolled back support for climate change initiatives and EVs that were supported by the Biden administration, including an up to $7,500 customer incentive for purchasing an EV.
通用汽车等传统车企和电动汽车初创企业此前都指望此类税收抵免帮助提振销量、助力电动汽车盈利。但现在它们不再拥有同等水平的联邦援助。“为最坏情况做打算”Rivian 首席执行官 RJ Scaringe 表示,他希望由民主党控制的国会和共和党总统特朗普能找到中间立场,推动电动汽车行业取得进展,但 Rivian 并不指望这一点。
Legacy automakers such as General Motors and EV startups alike had counted on such credits to help them boost their sales and assist in electric vehicle profitability. But now they don't have that same level of federal assistance. 'Plan for the worst' Rivian CEO RJ Scaringe said it's his hope that the Democratic-controlled Congress and Republican President Donald Trump can find middle ground to make progress for the EV industry, but Rivian's not counting on that.
“我们尽量不为那种事情做计划。现实是,它可能产生的影响比我们想象的要小,”斯卡林格在11月6日选举结果公布后表示。“我认为,我们实际上会在推进事情方面面临很多挑战。”同样是电动汽车制造商的路虎汽车,由沙特阿拉伯公共投资基金支持,正在采取类似的做法。
"We try not to plan for those sort of things. The reality is it's probably going to have less of an impact than we think," Scaringe said Nov. 6 following the election results. "I think we're going to actually have a lot of challenges getting things done." Fellow EV manufacturer Lucid which is backed by Saudi Arabia's Public Investment Fund, is taking a similar approach.
“你知道,他们说,‘为最坏的情况做计划……并期待最好的结果。’我们只能这么说,”路虎汽车首席执行官西尔维奥·纳波利周一对CNBC表示。“任何积极的因素,我们都会接受。”预期支持的缺失之际,民主党似乎更关注医疗保健和数据中心等热门话题,而非气候变化以及对电动汽车等替代能源技术的支持。
"You know, they say, 'Plan for the worst and … hope for the best.' That's all we can say," Lucid CEO Silvio Napoli told CNBC on Monday. "Anything positive, we'll take it." The lack of expected support comes as Democrats seem to be more focused on hot topics such as healthcare and data centers rather than climate change and support for alternative energy technologies such as EVs.
CNBC此前报道,民主党众议员计划将恢复在共和党控制的国会下到期的增强健康保险补贴,以及撤销特朗普去年签署成为法律的医疗补助削减的法案提交众议院表决。他们还计划关注对特朗普政府的监督以及可负担性问题。
CNBC previously reported that House Democrats plan to bring to the floor bills reinstating the enhanced health insurance subsidies that expired under the GOP-held Congress and reversing the Medicaid cuts Trump signed into law last year. They also plan to focus on oversight of the Trump administration and affordability.
非营利政策咨询机构“再构想移动联盟”执行主任蕾切尔·麦克莱里表示,她认为可负担性问题也可能包括车辆成本,包括电动汽车。
Rachel McCleery, executive director of the nonprofit policy advisory Coalition for Reimagined Mobility at SAFE, said she believes affordability concerns also could include the cost of vehicles, including EVs.
“我完全预料,未来将围绕采取什么措施展开立法辩论,包括电动汽车及电动汽车供应链激励措施,”麦克莱里表示。她曾任美国财政部高级顾问和福特汽车公司政策主管。“降低美国消费者的车辆成本是民主党政策制定者最关心的问题,而电动汽车是这一议程的关键部分,因为更广泛的电动汽车普及能解决多重挑战。”
"I fully expect there will be legislative debates over what to do moving forward, including on EV and EV supply chain incentives," McCleery, a former U.S. Department of Treasury senior advisor and Ford Motor policy director, said. "Bringing down the cost of vehicles for U.S. consumers is top of mind for Democratic policymakers, and electric vehicles are a critical aspect of this agenda because of the multiple challenges greater EV adoption solves for."
关于可负担性问题,斯卡特的基说,如果立法者决定提供任何形式的支持,他希望支持电动汽车生产,这可能会对车辆定价产生涓滴效应,并帮助公司应对成本上涨的问题。
Affordability concerns Scout's Keogh said if legislators decide to offer any type of support, he would prefer it to be for EV production, which could then have a trickle-down effect on vehicle pricing and help companies amid inflated costs.
“我总是更倾向于在生产端着手,”基奥说。“任何能降低生产成本的东西,当然都会转嫁给客户。”电动汽车普及一直面临可负担性问题,因为这类车辆通常比传统内燃机车型更贵。
"I always prefer it on the production side," Keogh said. "Anything that can drive down production cost is going to, of course, get passed along to the customer." Affordability has been a concern for EV adoption as the vehicles typically cost more than traditional models with internal combustion engines.
电动汽车销量去年激增,此前特朗普政府宣布将在2025年9月后取消最高7500美元的购车补贴,但此后销量已从高点回落。
Sales of EVs spiked last year ahead of the Trump administration ending the up to $7,500 incentive after September 2025, but have since come down from that high.
根据最新可用数据,考克斯汽车报告称,截至9月,新电动汽车的平均价格超过54800美元。而上月整个行业的平均价格略高于51100美元。
Cox Automotive reports the average price for a new electric vehicle as of September was more than $54,800, according to the most recent available data. That compared to the average overall industry at just over $51,100 last month.
“最终,补贴可以帮助加速普及,但行业不能将长期战略建立在补贴之上,”考克斯汽车行业洞察总监斯蒂芬妮·瓦尔德兹·斯特雷蒂周五表示。“目标必须是让电动汽车变得足够实惠、足够有吸引力,无论有无补贴,都能让更多消费者觉得购买划算。”
"Ultimately, incentives can help accelerate adoption, but the industry can't build its long-term strategy around them," Stephanie Valdez Streaty, Cox director of industry insight, said Friday. "The goal has to be making EVs affordable and compelling enough that they make sense for more consumers with or without an incentive."