Electric Vehicles & Batteries

Title I, Section 101 includes advanced battery cells in the definition of qualifying taxpayer activities, benefiting EV battery manufacturers as part of automobile manufacturing.

Section 3(a)(2) requires all new electric vehicles manufactured beginning in model year 2029 to be capable of bidirectional charging, which expands market demand for EVs and related technology.

Section 2(a) adopts ANSI/CAN/UL 2271 standard for batteries used in light electric vehicle applications, which benefits EV manufacturers by establishing clear safety standards that can increase consumer confidence and market expansion.

Section 2(a) adopts ANSI/CAN/UL 2271-Standard for Batteries for Use in Light Electric Vehicle Applications as a consumer product safety standard, which benefits EV manufacturers by establishing uniform safety requirements that can increase consumer confidence and reduce liability risks.

Findings (10) and (15) state the tax disproportionately impacts electric and alternative-fueled trucks and that repeal would accelerate zero-emission vehicle adoption, benefiting EV manufacturers like Tesla, Rivian, and Lucid.

Section 2001(a)(3) requires US Executive Directors to support the phasing out of funding for internal combustion engines for passenger vehicles and buses by 2031 in a way that is sustainable and sensitive to communities in need of mobility. This policy shift encourages international financial institutions to redirect funding from ICE vehicles to electric vehicles, expanding the market for EV manufacturers, battery makers, and charging networks.

Electric vehicles are included in the definition of 'passenger motor vehicle' (Section 4(9)) and are subject to the same ADAS guidelines. The bill ensures ADAS functionality after modifications, which is critical for EVs that rely heavily on such systems, thus supporting EV manufacturers by promoting safety and consumer confidence.

The bill facilitates testing and deployment of ADS-equipped vehicles, which are often electric or hybrid, thereby supporting the EV industry by enabling innovation and commercial use of autonomous electric vehicles.

Findings (2) explicitly link critical minerals to batteries for next-generation automotive systems, and Section 202(b)(1)(B)(III) includes transportation, directly benefiting EV industry.

EV manufacturers like Tesla, Rivian, and Lucid must comply with updated NCAP crashworthiness testing requirements using THOR and side impact dummies, which will necessitate design changes and safety improvements, creating a market incentive for advanced safety features in EVs.

Title I includes $220,000,000 from prior appropriations and $100,000,000 in new funds for grants to states/localities to strategically deploy electric vehicle charging infrastructure, directly benefiting EV manufacturers and charging network companies.

Section 2 terminates tariffs on steel and aluminum, reducing costs for EV manufacturers that rely on these metals for vehicle frames and battery enclosures.

Section 4's NCAP reforms and consumer education activities (subsection 4(a)(6)) could promote awareness of EV safety features, benefiting EV manufacturers like Tesla and Rivian.

Division B, Title VII, Section 7030(c) provides not less than $185,250,000 for energy development and security programs globally, which includes support for electric vehicle infrastructure as part of energy sector competitiveness.

Section 2001(a)(3) requires US Executive Directors to support the phasing out of funding for internal combustion engines for passenger vehicles and buses by 2027 in a way that is sustainable and sensitive to communities in need of mobility. This policy shift would encourage adoption of electric vehicles, creating a market expansion benefit for EV manufacturers, battery makers, and charging networks.

Section 2(B)(i) implies that private, noncommercial vehicles are included in the America the Beautiful interagency pass, which could benefit the electric vehicle industry by increasing access to national parks and federal recreational lands

Section 3 terminates tariffs with respect to certain countries and jurisdictions under Executive Orders 14257 and 14326, which could benefit electric vehicle companies (e.g., Tesla, Rivian) that rely on international supply chains and imports from these countries.

Energy infrastructure provisions may include charging station grants or incentives for EV adoption.

Rare earth elements are critical for EV motors and batteries. The bill's focus on mapping and securing supply chains for these materials indirectly benefits EV manufacturers by improving domestic availability and reducing supply chain risks.

EV manufacturers that qualify as small/medium sized, meet domestic sourcing rules, and suffer tariff-related financial harm on inputs (e.g., steel, aluminum) could be eligible for relief under Section 3.

Section 2(b) could streamline NEPA review for EV battery plants or charging infrastructure projects requiring Federal permits or funding.

Section 7030(a) allows transfer of funds for strategic infrastructure investments that could include EV charging infrastructure and battery supply chain components as part of economic resilience initiatives.

Rare earth elements are critical for EV motors and batteries. The bill's focus on securing supply chains for these minerals (Sec 4b) indirectly benefits EV manufacturers by reducing supply risk.

Section 2306 extends alternative fuel vehicles in HOV lanes, directly benefiting electric vehicle manufacturers by encouraging EV use.

Section 3(a)(2)(A)(iii) identifies threats related to connected, autonomous, and ADAS-equipped vehicles, which includes EVs. The bill's focus on researching countermeasures for these technologies could drive demand for secure EV systems, benefiting EV manufacturers.

Title III, Procurement sections: Funding for procurement of vehicles includes potential for electric vehicles as part of modernization efforts, though not explicitly stated, the vehicle procurement provisions support EV adoption.

Division B, Title III, Department of Energy, Advanced Technology Vehicles Manufacturing Loan Program: $9,500,000 for Department of Energy administrative expenses necessary in carrying out the Advanced Technology Vehicles Manufacturing Loan Program.

While not explicit, federal land management agencies may adopt EVs for fleet operations under general authorities; Sec. 428's infrastructure projects could include EV charging stations as part of modernized facilities.

Section 110(a) provision for deficit reduction could lower interest rates, making financing more affordable for electric vehicle purchases and supporting EV manufacturers like Tesla, Rivian, and Lucid through improved consumer access to auto loans.

Title III's REAP program ($100M in loan guarantees) can fund rural EV charging stations and related infrastructure, directly supporting electric vehicle adoption in underserved areas.

Section 511's focus on countering Chinese influence in Europe includes telecommunications and defense, which may relate to EV charging infrastructure and battery security.

Title V, Section 5001's policy statement on economic growth includes expanding American energy production, which could include support for EV charging infrastructure or domestic battery manufacturing as part of energy independence goals.

Section 538 prohibits implementing or enforcing any COVID-19 mask or vaccine mandate, which could be seen as reducing public health measures that might indirectly affect workplace safety in EV manufacturing, but no direct EV provision exists; low confidence due to tenuous link.

Sec. 505's reprogramming authority could allocate funds to EV-related projects via Community Project Funding, particularly in manufacturing and technology programs that may support EV supply chains.

Section 7030 includes 'activities to enhance critical mineral supply chain security' which could benefit EV manufacturers by securing lithium, cobalt, and other minerals needed for battery production.