The Expiring EV Tax Credit and Its Ripple Effect on U.S. Clean Energy Momentum
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最新报道：The U.S. federal EV tax credit expires on September 30, 2025, under the OBBBA, accelerating the phaseout of incentives and triggering market adjustments. Battery producers face a surplus crisis, with U.S. deployment projections down 56% since 2022 and $6 billion in projects canceled in Q1 2025. Solar and wind must meet a 2026 construction deadline, shifting focus to rapid deployment, while nuclear and geothermal retain longer-term tax credits. Investors are advised to diversify into resilient sectors, leverage grid storage, and monitor supply chain consolidation.
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