Rod D. Martin Profile picture
Founder/CEO, Martin Capital. "Philosopher Capitalist" - Guardian. Anti-Communist. Former SBC Executive Committee officer. Part of the team that started PayPal.

Sep 14, 6 tweets

🚨 EV COLLAPSE: Ford & GM just waved the white flag.

After years of hype, mandates, & billions in subsidies, America’s biggest automakers are slashing electric vehicles — & refocusing on gas trucks & SUVs.

There's enough demand for Tesla.

But most people don't want EVs. 🧵👇

2/ Trump kept his promise.

In July, he signed the Big Beautiful Bill ending Biden’s $7,500 EV tax credit scheme.

Without the taxpayer cash bribes, EV sales are collapsing. Automakers are panicking.

3/ EPA Administrator Lee Zeldin is rolling back Biden’s “endangerment finding” — the legal trick used to justify over $1 TRILLION in Green New Deal regs.

Why? Because is was pure politics dressed up as "science".

4/ Americans never wanted EVs.

📊 Only 8% of new vehicles sold in Q1 2025 were fully electric.
💰 On average they cost $11,700 more than gas cars.
⚡ Most buyers don’t want the hassle, the chargers, or the fire risk.

But Democrats tried to force us all to buy them.

5/ GM finally admitted reality.

🚨 Cutting EV production in Tennessee.
🚨 Spending $5B expanding gas vehicle production.
🚨 Quietly pivoting back to trucks & SUVs that actually sell.

They overcommitted to the EV cult — now they’re paying the price.

6/ Ford is in even deeper trouble.

❌ $2.2B lost on EVs in just the first half of 2025.
❌ Pushed back major EV launches by years.
❌ Converting Canadian EV plant back to gas truck production.

Their CFO admitted Biden’s EV targets were “irrational.”

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