General Motors faces roughly $6 billion in charges as its EV sales momentum stalls. The trigger? The U.S. government's pullback on electric vehicle tax credits combined with relaxed emissions standards is reshaping the automotive industry's economics. When policy support evaporates overnight, legacy automakers feel it first—but the ripple extends beyond Detroit. Capital reallocation, shifting investor sentiment, and changing consumer behavior in traditional industries often precede broader market moves. For anyone tracking macro trends, this signals how quickly regulatory tailwinds can become headwinds. The traditional auto sector's struggle could redirect billions in investment elsewhere, making this a telling sign of where institutional capital is reconsidering its bets.