Tesla used to be jealous of the auto world, which had numerous focus on Sky high prices, tech, and a CEO who ordered unprecedented loyalty to its customers.
Now the company’s reputation is shameful, its financial future looks serious, and its expensive stakes on AI and robotics are unlikely to pay at any time. The strange thing is that CEO Elon Musk just “awakened” for the growing crisis at its doorstep. This is an unknown “former Tesla Executive”, which told Financial times That Kasturi has just signed a contract for Tesla on his political activities.
It seems that the approval of President Donald Trump’s “great bill” has been the last straw for musk, which has strongly opposed the bill, and has called it a “makrooh” on the basis that he will suffer the national loss. The bill, which Trump signed on the weekend, will eliminate the tax credit for EV purchases, will be fined zero for car makers exceeding fuel performance goals, and other privileges of wind and solar energy will be returned.
Kasturi was so boiled about the passage of the bill that it announced its intention to form a third political party. But its Tesla, which will fulfill the reaction of the bill.
The strange thing is that CEO Elon Musk just “awakened” for the growing crisis on its doorstep
“This is a terrible policy and a catastrophic blow to Tesla’s lower line,” the executive said. Position. “These are not just in the vacuum (EPA cafe standards) – it’s all together: taxes, $ 7,500 user credit, manufacturing tax credit, charging credit and solar residential credit… Elon has finally woke up with it, but talk about a day late and about a dollar.”
Tesla means that billions of dollars of regulatory credit sales are reduced as a result of the removal of bill fines for car makers exceeding bill extraction standards. In the first quarter of 2025, the company may have reported the loss if not for credit sales, which increased by 35 % over the year to $ 595 million, Position The Note Company is now roaming to advance regulatory credit sales in Europe and elsewhere to calculate the loss in the United States.
You need to regret for Tesla Bills on Wall Street, who were celebrating less expected production and delivery reports than expected last week (just 14 % sales, that’s not so bad!), Just to run the “US Party” Musk Deb. Tesla’s shares declined by 7 % in the early trade on the news of Musk’s further political confusion.
Widebish analyst Dan Evice wrote in a note today, “After the Trump administration and the Dodge, Tesla’s shareholders and the major supporters of the name received preliminary relief that Tesla had just returned its biggest asset, Kasturi.” “This relief continued for a very short time and now the worst turning point has been taken with this latest announcement.”
Keep in mind, Tesla’s sales were already falling, thanks to the stir by the Musk with the Dodge. But the company’s financing was being kept faster by regulatory credit – which will now end with Trump’s pen stroke.
Meanwhile, Musk’s spit with Trump has just intensified the Tesla’s brand crisis. Democrats, many of whom were once owned by Tesla and supported the company’s environmental mission, have already worked on the brand when Musk is closer to Trump. And now that she’s out with the president, the company’s reputation is entering Republicans. Which question creates: Who will be left to buy Tesla cars?
As usual, Tesla’s board has been silent on all these points. Since investors continue to focus on the CEO’s thin spread, the board has done nothing to prevent Musk’s activities. Tesla’s chair Robin Danholm strongly denied Wall Street Journal Since the beginning of this year, the search for a CEO is underway to replace the Musk. If the company starts logging in quarterly losses, we should expect them to keep these rumors at a renewed level.
It seems that the musk itself is on the ground itself. Trump has threatened to cancel the profitable government contracts with Space X and the Star Link and retaliate against them. And even he has suggested that he be open to deportation – even on what legal grounds it has to be seen.
After Trump’s victory, investors assumed that Tesla had a better road season than other carmakers, when Trump’s victory made it clear that there would be EV privileges and credit sales on the cutting block. He did not guess how soon the alliance between the two notorious personalities would dissolve.
