Why no $7500 credit for regular production AWD? Read the small print.

[mongo]

And we have no reason to think that is imminent.

Tesla has had the DBE pack in validation since before the Q2 call and, at that time, projected production start in Q4.
That will remove the Chinese sourced cathode issue.
Of course, 2025 adds the mineral version of the component exclusion and the restrictions are based on delivery date, not manufacturing.

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[zachsmith]

Tesla has had the DBE pack in validation since before the Q2 call and, at that time, projected production start in Q4.
That will remove the Chinese sourced cathode issue.
Of course, 2025 adds the mineral version of the component exclusion and the restrictions are based on delivery date, not manufacturing.

So maybe the credit is imminent. Sounds like a logistical nightmare, they’d have to deliver the remaining non credit qualifying trucks to customers who don’t qualify for the credit so the qualifying trucks are available to customers who do qualify. I think they’ve done similar for other models but it seems like the whole point was to make a truck with minimal variants and ship them out quickly.

 

[Black306]

Wise choice, 95%of the people on here with a Cybertruck can’t afford it, including me. If financing was required, it‘s not affordable.

Not sure about the % of people on here, but I agree on affordability. However, key word is “required.” I hear too many people focused on monthly payments when buying a car, not CTs specifically. If that’s the make/break point of buying a ‘want’ car? You can’t afford it; find a more affordable ‘need’ car. If you can’t pay off the loan if SHTF, you can’t afford it. However, if monthly payments are not critical and a loan can be paid off if SHTF, then (a) I don’t see financing as required and (b) can be use positively.

A thing that gets me is rolling negative equity into a new car loan. ? You can’t afford it! Keep the car you have until the wheels fall off and save/invest your money!

 

[mongo]

So maybe the credit is imminent. Sounds like a logistical nightmare, they’d have to deliver the remaining non credit qualifying trucks to customers who don’t qualify for the credit so the qualifying trucks are available to customers who do qualify. I think they’ve done similar for other models but it seems like the whole point was to make a truck with minimal variants and ship them out quickly.

It wouldn't be much in the way of variants to the assembly line. The change would be the guts of the cells used to make the packs. Everything after that is the same.
They've done similar on other models in terms of credit eligible vs not. Non-qualifying packs can be used for exported trucks which are already a different build type.

 

[HaulingAss]

Tesla has had the DBE pack in validation since before the Q2 call and, at that time, projected production start in Q4.
That will remove the Chinese sourced cathode issue.
Of course, 2025 adds the mineral version of the component exclusion and the restrictions are based on delivery date, not manufacturing.

Exactly, highly unlikely to ever apply to the Cybertruck, there's only 7 weeks left to take delivery of a 2024 without a peep about the in-house cathodes ramping up. And in 2025 the strict mineral requirements will kick in. Tesla has already said there are not nearly enough battery minerals domestically, or from our trading partners, for all vehicles. And they are not in any rush to set up a Cybertruck domestic minerals battery program because it would limit the trucks to under $80K anyway (which would limit sales of upgrades like wraps, wheels and tires, Tri-Motor, etc.

Not going to happen, the writing is already on the wall.

 

[ThaDon]

Isn’t there word that Trump will gut the $7,500 federal consumer credit? If so this is a moot point.

 

[mongo]

Exactly, highly unlikely to ever apply to the Cybertruck, there's only 7 weeks left to take delivery of a 2024 without a peep about the in-house cathodes ramping up. And in 2025 the strict mineral requirements will kick in. Tesla has already said there are not nearly enough battery minerals domestically, or from our trading partners, for all vehicles. And they are not in any rush to set up a Cybertruck domestic minerals battery program because it would limit the trucks to under $80K anyway (which would limit sales of upgrades like wraps, wheels and tires, Tri-Motor, etc.

Not going to happen, the writing is already on the wall.

Yeah, I (likely wrongly) interpreted "imminent" as referring to in-house cathodes rather than trucks getting the credit.

 

[HaulingAss]

I spoke with a few different reps. None of them had any information about if or when the credit would be available.

Exactly. Which is a good indicator that the personal tax credits for Cybertruck are not imminent, or it will only be available in a brief window near the end of this year (which would only happen if Tesla brought their cathode production on-line starting around now).

I know the cells have to age and become validated after manufacturing, but I'm not sure how long that takes. If they started cathode production now, those cells might get into Cybertrucks before the battery mineral sourcing becomes stricter at the beginning of 2025. I just find cathode manufacturing now highly unlikely.

 

[HaulingAss]

Isn’t there word that Trump will gut the $7,500 federal consumer credit? If so this is a moot point.

He said he would get rid of EV subsidies, and with the balance of power in the House and Senate flipping R, I have no reason to doubt he will be able to do that relatively quickly. And even in the somewhat unlikely event that he delays it for some reason, the mineral sourcing becomes too difficult for 2025 anyway, at least for the Cybertruck, because it uses cells manufactured in house.

 

[HaulingAss]

Tesla has had the DBE pack in validation since before the Q2 call and, at that time, projected production start in Q4.
That will remove the Chinese sourced cathode issue.
Of course, 2025 adds the mineral version of the component exclusion and the restrictions are based on delivery date, not manufacturing.

Yes, but cell production start doesn't mean 2024 Cybertrucks will get them. Cell production ramp takes time, and they have to be ramped and validated. They would almost certainly stockpile the cells from initial production ramp for at least a few weeks (if not a couple of months).

edit: I see that you've already realized this distinction.

 

[Thunderstrike44]

All I was pointing out is to compare apples to apples and I did, weather you need Heated/vented seats is irrelevant here. I am talking standard option in the Cybertruck verses options in other to be equivalent that's all. Did that stop me from getting a Cybertruck in lacking the $7500, No. I just hope it lives up to the hype, not saying it might not have issues like any other new truck on the market I just hope they are less I will be happy.

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