Re extended and expanded BEV federal tax credit: We were just in Washington DC over the weekend, enjoying a retirement party for a college roommate. Many of the attendees are or were upper-middle management at a variety of federal government agencies, and are mostly Dems/progressives and well-informed observers of federal politics. There was great concern about the prospects for both infrastructure bills — suspicion is the House will have to add elements of 2nd bill to the 1st to get progressives on board, and doing that, which would require sending back to a reconciliation committee with the Senate, could kill it. If the 1st bill doesn’t pass, the 2nd one probably can’t, unless that causes complete consolidation of Dems in House and Senate behind a reconciliation partisan approach.