By The Craig Bushon Show Media Team
The Truth Is Not Hate Speech
We’ve been warning about this on The Craig Bushon Show for a long time. While politicians in Brussels and Washington were busy declaring the death of the internal combustion engine, the people who actually build the cars, fuel the economies, and understand how the real world works were staying quiet—waiting for the moment when reality would speak louder than politics.
Well, that moment has arrived.
Across the globe, some of the biggest names in the automotive industry and are now pushing back against the forced-march electric vehicle agenda.
This isn’t a fluke. It’s exactly what we’ve been saying would happen: when government mandates collide with market reality, reality wins.
Germany Breaks the Silence
Germany is the industrial engine of Europe. When Berlin speaks, Brussels listens. And German Chancellor just made it clear: “There will be no such hard cut in 2035.”
That’s a direct challenge to the ’s 2035 ban on the sale of new fossil-fuel cars—a policy celebrated by activists but dreaded by people who understand economics. Germany’s auto sector isn’t just big; it is Europe’s backbone. , , and employ millions and drive exports across the globe.
For years, politicians pretended they could flick a switch and “go electric.” Germany just reminded them: industry doesn’t run on wishful thinking.
And here’s the kicker—they’re not rejecting clean energy. They’re embracing e-fuels, plug-in hybrids, and other transitional technologies. In other words: practical solutions, not political slogans.
We’ve been saying it from the beginning—if you bulldoze industries instead of working with them, eventually they’ll push back.
Ferrari: The Red Flag
When speaks, the automotive world listens. Ferrari just announced that instead of going fully electric, it will keep 40% of its fleet internal combustion, 40% hybrid, and only 20% electric by 2030.
That’s not backpedaling. That’s a reality check from a brand that’s built its reputation on engineering excellence—not political compliance.
Ferrari understands what a lot of politicians still don’t: technology transitions happen on timelines set by innovation and infrastructure—not press releases.
We’ve been saying all along that the EV push is not being led by the free market. It’s being forced from the top down. And now, even the crown jewel of performance cars is saying, “Not so fast.”
Ford and GM: The Cracks Widen in America
This week, we saw the same story play out right here at home. and quietly reversed their plans to claim the $7,500 EV tax credit through leasing programs.
Why? Because they don’t trust Washington’s incentive structure.
These automakers were supposed to use the credit to lower lease costs and goose EV demand. But with political uncertainty swirling around subsidies, they’re not taking that risk. Instead, they’re going back to 0% financing and other traditional tools—because those are real. Subsidies are not.
And here’s the part the political class doesn’t want to admit: the consumer holds the real power.
Government can push, regulators can mandate, automakers can advertise—but at the end of the day, the buyer decides what gets built and what survives. Consumers are already flexing that power by gravitating toward what fits their lives, their budgets, and their expectations. And right now, that doesn’t always mean an EV.
This is what happens when you build an industry on government promises instead of consumer demand. We’ve said it repeatedly: the second those credits wobble, the market will too. And here we are.
E-Fuels: The Future the Politicians Ignored
While the political class sold electric vehicles as the only path forward, innovators have been quietly building another one: e-fuels.
Take . The company invested over $100 million in synthetic fuel technology and helped build the Haru Oni pilot plant in Chile. Using wind energy, hydrogen, and captured CO₂, it produces a clean-burning liquid fuel that works in existing engines. Porsche even ran its Mobil 1 Supercup racing series entirely on e-fuels in 2024.
That’s not theory. That’s execution.
And guess what? The United States is warming up too. has received California’s first regulatory approval for an e-fuel pathway. Lawmakers and industry are beginning to understand that not everyone is going to drive an EV, nor should they have to.
This is the direction we should have been taking from the start—diversifying technologies, not banning them.
We Told You So
For years, we’ve warned that:
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EV mandates are built on shaky political ground.
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Subsidy dependence isn’t real economic strength.
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Consumers—not bureaucrats—ultimately decide the market’s direction.
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And the auto industry will push back when forced too far, too fast.
Now it’s happening in real time. Germany is resisting. Ferrari is recalibrating. Ford and GM are retreating from subsidy games. Porsche is betting on synthetic fuels. And the U.S. is quietly setting the stage for e-fuels too.
The so-called “inevitable” EV revolution isn’t collapsing—but it’s not marching uncontested anymore. Reality has arrived.
The Road Ahead
If policymakers don’t adjust course, they’ll find themselves at war with the very industries—and consumers—they need to make their plans work. The future of mobility is not about picking winners. It’s about letting the best technologies compete—EVs, hybrids, e-fuels, hydrogen, and innovations we haven’t even seen yet.
The great electric mandate was supposed to be inevitable. But as we’ve said from day one: nothing is inevitable when it collides with economics, engineering, and common sense.
This isn’t the end of the EV story. But it is the end of the illusion that there was only one way forward.
And if you’ve been listening to The Craig Bushon Show, you saw this coming.
Disclaimer:
The opinions expressed in this commentary are those of The Craig Bushon Show Media Team and are intended for informational and editorial purposes only. This article does not constitute financial, legal, or investment advice. Readers are encouraged to conduct their own research and consult qualified professionals before making any business or investment decisions. References to companies or technologies are for commentary and analysis, not endorsements.
