My take regarding Nissan’s 200k cap limit and the impact of and potential Leaf sales for the remaining portion of 2022:I received the binding agreement email and selected I Agree, so that's all Ariya-reserved customers have to do for now. However, there is one additional issue which could throw a wrench into getting the full $7,500 tax credit. Since Nissan has sold over 170,00 Leafs so far, and since, when we selected I Agree, we are on the 'current' tax credit rule. Should Leaf purchases that take place BEFORE we get our Ariya's take the total EV sales to 200,000, the phase-out rule that we're under kicks in. So, there is a chance that some of us getting the later Ariya's might see the tax credit being reduced per the phase-pout rule. But, on the other hand, perspective Leaf customers are under NO HURRY to purchase their Leaf since they are assembled in North America and, thus, fall OUTSIDE any 200,000 quota (rescinded in the Act) or the requirement to be assembled here. So a perspective Ariya owner's best-case scenario is that perspective Leaf owners DELAY purchasing their Leaf until 2023, giving the Ariya-reserve owners the opportunity to receive their Ariya AND the full $7,500 tax credit. Maybe ... just maybe ... perspective Leaf owners will wait until Leaf prices come down in 2023 as supplies are increased???
A Nissan Leaf that is not currently under written contract by the end of business today will no longer count against Nissans cap threshold because Biden will be signing the IRA into law tomorrow. So any Leaf or any other EV model that still qualify under the new legislation ……those sales will likely stall out for the remaining year (until 2023 ) when buyers once again will qualify for a government subsidy.