The tax reform of Donald Trump planned some headaches for electric car manufacturers When withdrawing the Fiscal credit to the purchase of them. But from BNP Paribas They propose that Rivian Auto Rg-A y Lucid Group could benefit from a lower competition In the sector, according to Monique Mulina in Yahoo Finance.
«Like Rivian, we believe that Lucid will benefit from lower competition in electric vehicles, as the original equipment manufacturers (OEM) return to US ambitions in electric vehicles,» wrote the BNP Paribas Analyst James Picarielloin a client note on Thursday.
«Automobile manufacturers such as General Motors, Ford MotorHyundai Motor and his Kia subsidiary They have increased the production of electric vehicles in recent years. However, without government incentives and with the decrease in consumer demand, BNP provides that these efforts be slowed down, ”said Picariello. However, for companies that focus exclusively on electric vehicles, such as Rivian, Lucid y Tesla, This could generate a Greater Available Market Participation.
The bill offers a potential impulse for electric vehicle actions, which have decreased widely this year due to macroeconomic pressures, including tariff uncertainty.
«Rivian could also benefit from the continuous criticisms against Elon Musk and Tesla for his previous participation in the Trump administration,» said Picariello. Tesla delivered 384,122 vehicles in the second quarteran interannual decrease of 13%, the company reported Wednesday.
Both Rivian and Lucid They did not meet expectations in the second quarter. Rivian delivered 10,661 vehicles2.3% below the average estimation of analysts. Lucid delivered 3309 vehicles In the second quarter, 4% below the average estimation of analysts.
BNP taken a Increase in deliveries of the third quartersince consumers rush to buy before the fiscal credit ends. Rivian is likely to benefit more than Lucid, given the lowest production rate of Lucid and the fact that his gravity SUV will not be available until the end of 2025, and the crossover utility vehicle until 2027.
Picariello has a qualification of «superior«For Rivian and a qualification of «inferior» For lucid.
Rivian Auto Rg-A He closed the rise on Thursday at $ 13.09. 70 and 200 periods surround the last two candles, RSI upwards at the 40 points and MACD lines below the zero level.
Lucid Group It also closed the upward session at 2.15 dollars. The mobile average of 70 periods above the candles of the last thirty days, upward RSI in the 44 points and the MACD lines below the zero level.