- Trump removes $7,500 EV tax credits and imposes import tariffs on all imported EVs.
- The US EV manufacturers are starved out, and Tesla is the only surviving US EV maker – I quote “Tesla does not depend on subsidies”.
- Tesla increases its US EV market share, seemingly as the only car manufacturer without risk of discontinuity.
- Nonetheless, Tesla delivery numbers remain stagnant despite increased US market share due to lowering overall EV sales.
- Tesla now monopolises the US EV market, significantly diluting the need to compete.
- 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.
- China, Korea and the Germans retaliate by imposing tariffs on Tesla imports, crippling Tesla’s global market EV share.
- Chinese, Korean and German EV makers continue to improve EV capabilities in a 3-cornered fight, widening the tech gap to Tesla.
- 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.
- 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.
- A new generation of Tesla bag holders is created.
NOTE: This is not financial advice
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