Donald Trump and Elon Musk
Donald Trump and Elon Musk have established a close political relationship.AP via Brandon Bell/Pool
  • Tesla made about $ 2.8 billion from cars, which its rivals did not sell last year.

  • Tesla sells regulatory credit to car makers who have not sold enough EV to meet the emission rules.

  • This lucrative side is now in danger, Trump has pledged to eliminate the goals of electric vehicles.

Elon Musk President Donald Trump may have gained the status of “first friend” – but the new President could endanger Tesla’s most profitable aspects.

Tesla In the past decade, rivals have earned billions of dollars to sell regulatory credit, but with it Trump is trying to eliminate federal electric vehicles targetsThis revenue series is in danger.

Automacker’s regulatory credit business, which is it Automackers sell emission credit for those who have not sold enough EV To meet strict federal and state goals, earned 2 692 million in the fourth quarter of 2024.

Along with this strong performance, with the sale of the energy storage system bumper and the unexpected bitcoin windfall, it added a little shine, which otherwise had disappointing results.

Tesla’s total automotive income decreased by 8 % in the same period in 2023 Rising competition and slowdown in EV sales Beat the company hard. Musk gave rise to investors’ enthusiasm by focusing on Tesla’s robotics rollout and its Optimus Humanized Robot.

Although robotics and robots have not affected Tesla’s balance sheet, selling credit to rivals that do not move to EV enough is the company to make money for the company.

Tesla earned $ 1.8 billion from her regulatory credit business In 2023, and these figures increased to about $ 2.8 billion last year like another Automated makers surpass EV’s dignitaries strategies Among the demand for rioting for EV.

But back to the White House with Trump – with Aid of musk – This income can stop.

The President signed an executive order last week and pledged to return the exit goals. Target of the Biden era 50 % of new vehicles sold in the United States are electric by 2035.

“Tesla has relied on credit to help promote profits,” Stephanie Waldes Strategy, a director of industry insights in Cox Automoto, told Business Insider.

He added, “If the federal guidelines are less harsh, then other manufacturers have more time, and they will not need these credit, so I think its effect will definitely affect it. “

The Environmental Protection Agency rules the mandate goals to reduce the average emissions of its vehicle fleet every year. Those who do not face enough fines, which can save them by buying credit from automated makers who sell a lot of EVs.



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