AFLC STATEMENT ON SENATE RECONCILIATION PACKAGE
The American Fleet Leadership Coalition (AFLC) issued the following statement in response to today’s release of the Senate reconciliation package:
WASHINGTON D.C., June 28, 2025 – Today’s Senate reconciliation package takes a sledgehammer to the American vehicle and fleet supply chains. By eliminating the Commercial Clean Vehicle Credit (45W) entirely at the end of September, instead of a gradual phase out of the credit, planned manufacturing investments will be canceled, workers will lose jobs, small businesses will face increased costs, and existing manufacturers will face falling demand immediately. Taken together, this bill is a gift to our global competitors, primarily China, which continue to make massive strategic investments in the production of the critical minerals, batteries and electric vehicles that will dominate global transportation in the coming decades. This proposal is a direct attack on not only the many manufacturers building the clean vehicles and batteries of the future, but also on the thousands of businesses, nonprofits, schools, and municipalities seeking to modernize their fleets to lower costs, improve reliability, and provide safer, healthier transportation for their drivers, passengers, and customers.
“As a coalition, we have spent months working closely with Senate and House Republicans to show them how many businesses and municipalities would be hurt by suddenly repealing this incentive, which has already led to critical investments and concrete plans for future clean vehicle adoption,” said Josh Green, Coalition Spokesperson and CEO of Inspiration Mobility Group. “Recognizing the challenges faced in the reconciliation process, the Coalition put forward reasonable compromises that would have preserved over 98% of the savings projected from 45W’s elimination while giving manufacturers and businesses time for a short, defined runway to adapt to a dramatically changed landscape. Unfortunately, our voices have not been heard.”
The Coalition urges lawmakers to reconsider. The current proposal effectively cedes the electric vehicle supply chain to China, hurting American companies, workers and consumers and reducing our country’s global competitiveness. There is a better way. We’ve provided the blueprint. We call on Congress to adopt our plan and protect American jobs and innovation.
With roughly 60 million commercial vehicles in service in the U.S., commercial fleets play a critical role in the daily operations of a wide range of businesses, both large and small; and due to their predictable routes and data-driven decision-making (prioritizing cost, reliability, and safety), commercial fleets are increasingly interested in adopting electric vehicles. One example, a 2024 study by Cox Automotive found that 87% of commercial fleets planned to increase the number of EVs in their fleets over the following 5 years. At the same time, estimates show that repealing 45W and other EV industry investments would lead to the loss of approximately 130,000 direct jobs nationwide by 2030 across the EV supply chain, and an estimated additional 310,000 in indirect sectors