Anyone thinking nixing the EV tax credit boosts Tesla’s sales must be inhaling industrial-strength hopeium.

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by Lower_Writer8250

  1. Trump removes $7,500 EV tax credits and imposes import tariffs on all imported EVs.
  2. The US EV manufacturers are starved out, and Tesla is the only surviving US EV maker – I quote “Tesla does not depend on subsidies”.
  3. Tesla increases its US EV market share, seemingly as the only car manufacturer without risk of discontinuity.
  4. Nonetheless, Tesla delivery numbers remain stagnant despite increased US market share due to lowering overall EV sales.
  5. Tesla now monopolises the US EV market, significantly diluting the need to compete.
  6. US import tariffs are now in full effect. Imported parts are too expensive, and cost-cutting is prioritised. Tesla’s costly R&D takes a backseat.
  7. China, Korea and the Germans retaliate by imposing tariffs on Tesla imports, crippling Tesla’s global market EV share.
  8. Chinese, Korean and German EV makers continue to improve EV capabilities in a 3-cornered fight, widening the tech gap to Tesla.
  9. The difference in EVs has now become more apparent. Tesla now lacks value for money and is no longer relevant to the global market. The US is dethroned as a major EV leader.
  10. Tesla now struggles to sustain revenue growth without the global market. It now struggles to justify its colossal trillion-dollar valuation. Tesla needs to milk the already-drying US harder, somehow.
  11. A new generation of Tesla bag holders is created.
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NOTE: This is not financial advice