Well, there are the 2 from Ford. Which GM Ultium are qualified? I think potentially, only Cadillac Lyriq will qualify (no hummer due to price). MAYBE the new Chevy EV truck (when will it even come out)?They're trying to re-shore the production. GM Ultium, VW ID.4 cheap model, and like 2 teslas will qualify until stuff is re-homed so chilling effect on a good part of the EV market for a few years.
I can understand re-shoring, but they should have done in STEPS. First, give all manufacturers who has not reached 200k limit couple of years to build and start producing in US. Nobody thinks the re-shoring will be done within few months so this new "tax credit" isn't going to anyone other than possibly for few Teslas. Now, POTENTIALLY since Tesla sells more than all other EVs combined, one COULD argue that more $$ will be spent to "promote" sales, but it is only good for Tesla for now it appears though I imagine their delivery until the end of the year will be rather abysmal in US.