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Strategic EV Credit Lease Loophole

The news confirms EV lease deals remain a prominent feature of the market as of mid-2026, with continued lease incentives and strong lease uptake (e.g., Rivian R2), which loosely supports the idea that leasing is being used as a workaround. However, neither article specifically addresses Ford/GM's leasing programs tied to the expired tax credit, nor do they provide sales volume data needed to assess whether the strategy is sustaining demand, so the falsification criteria cannot be directly evaluated.

Predicted 2 October 2025
Validated 21 August 2026
Horizon short
What would prove this wrong

Ford or GM discontinue these leasing discounts, or if EV sales volumes drop significantly despite the leasing programs remaining in place, showing the loophole failed to sustain demand.

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Supporting articles

  • InsideEVs The Best EV Lease And Finance Deals In July 2026 10 July 2026
  • eletric-vehicles.com Rivian VP Says Half of R2 Buyers Chose to Lease in Opening Days 17 June 2026
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