• Tesla made about $ 2.8 billion from cars, which its rivals did not sell last year.
  • The company sells regulatory credit to automakers who have not sold enough EVs 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 Billions of dollars have been made in the past decade to sell regulatory credit to rivals, but with that Trump in his first weeks in his first week ends federal EV goalsNow the revenue is at risk.

Automacker’s regulatory credit business, who sees it Sell ​​out of emission credit to carmakers who have not sold enough EV To meet strict federal and state goals, made 2 692 million In the fourth quarter of 2024.

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

Tesla’s total automotive revenue decreased by 8 % in the same period in 2023 Increased competition and slowdown in EV sales were hardly affected by the companyWith the enthusiasm of musk, with the enthusiasm of the Tesla’s robotics rollout and Optimus Humanoid Robot.

Although robotics and robots have not yet affected Tesla’s balance sheet, selling credit to rivals that have failed to transfer coffee EVs is a very real amount of money for the company.

Tesla made $ 1.8 billion from practice in 2023And these figures increased to about $ 2.8 billion last year Other car makers left behind the passionate strategies of electric vehicles Among the demand for rioting for EV.

But back to the White House with Donald Trump – with Aid of musk – This can be a revenue stream.

The president has pledged to return the exit goals and signed an executive order last week. Target of the Biden era 50 % of the new vehicles sold in the United States should have electricity by 2035.

“Tesla has relied on credit to help promote profits,” said Stephanie Waldes Street, director of industry insights at Cox Automoto.

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

Trump’s anxiety

Current EPA Rules Mandate strict targets to reduce car makers every year to reduce the average emission of their vehicle fleet. Those who fail to do so have to face a penalty, which can be avoided Buying credit from a lot of EV selling car makers.

Since Tesla only sells EV, this system allows the company to make money from something that is doing anyway. Its credit was responsible for more than one -third of Tesla’s net income in 2024.

Tesla will continue to make money from practice in places like Europe, where the automacker can be set Max $ 1 billion from credit salesAnd in various US states that have their own emission rules schemes.

However, Trump has also indicated his intention to challenge state -level rules, Issuing an Executive Order last week It tried to eliminate the state rules made to remove combustion engine vehicles.

This came when Tesla’s boss Musk increased his role and influence in the Trump administration, The main role in the cost on the Dodge And even According to reports to occupy the office space In the White House

As the status of a musk “First Friend” It has also increased when Trump has targeted EV concessions and subsidies, which directly benefits Tesla.

Tesla’s CEO has expressed support Key for new electric vehicles, eliminating 7,500 tax encouragementAllegedly considered a move by Trump’s team. Musk has publicly said that he thinks the move will hurt Tesla’s rivals more than their own company.

In addition to regulatory changes in EV space, Tesla can also be cheated on Trump’s proposed rates on China. The company’s CFO, Wabhu Tanja, said on Wednesday that the implementation of taxes would “affect our business and profit.”

Tesla did not respond to the comments sent out of normal work hours.



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