Hyundai is in a fairly good spot for EVs. They have a factory here to avoid the worst tariffs/taxes. They are able to build a lot and are popular. No glaring issues other than the iccu failures.
So they have some wiggle room and don't depend on federal rebates. GM is near this too I think, but not as much. But their EVs are already priced more aggressively.
For those like Ford, it's gonna be tough until their $30k truck comes out. For Stellantis who barely has their EVs out and can't post any profit on them, it's a deathknell. They won't be able to have EVs take off unless they partner with a strong company. Stellantis is fucked in general though.
Still a good time for luxury players to continue though, the rebates never applied to them. Just a matter of making a compelling product.
