The Trump administration’s One Big Beautiful Bill (OBBB) brings sweeping changes affecting fleets, EV incentives, energy policy, and vehicle procurement.

Key Provisions

• EV Tax Credits Eliminated: Ends the $7,500 new and $4,000 used EV credits (Section 30D) and the $40,000 commercial EV credit (45W), impacting fleet adoption—especially in the still-developing electric truck market.
• California Public Fleets at Risk: With clean energy support rolled back, vendors may exit the market. Public fleets still must comply with CARB's zero-emission mandates, risking supply disruptions and vendor instability.
• Tesla Loses Regulatory Credit Revenue: Removal of CAFE penalties will cut Tesla’s $2.76B income from credit sales, which made up nearly 39% of its 2024 profits.
• USPS Forced to Sell EV Mail Trucks: A controversial provision mandates selling 7,200 electric USPS trucks and canceling future orders, potentially costing taxpayers and American jobs.
• Auto Loan Interest Deduction Excludes Fleets: Personal buyers get up to $10K/year in interest deductions (2025–2028) on U.S.-built vehicles, but fleets are excluded.
• No Hybrid Registration Fee: Proposed $100 hybrid and $250 EV registration fees were removed from the final bill.
• Energy Policy Reversal: Cuts solar/wind credits, mandates oil and gas lease sales, and expands coal access. This may slow clean energy growth as AI-driven power demand surges, pushing up electricity costs.

The OBBB introduces major uncertainty for fleets, with ripple effects across EV adoption, vendor viability, and energy costs—just as 2026 vehicle planning ramps up.