Tesla in the trade crisis: Musk is responsible
Tesla in the trade crisis: Musk is responsible
How many American manufacturers is Tesla in a difficult situation, which is tightened by President Donald Trump's trade war. Unlike most other companies, Tesla has to fight with an additional complication: CEO Elon Musk, often referred to as "First Buddy" due to his close relationship with the president.
The challenge for Tesla
On Tuesday Tesla will announce its quarterly figures; In the afternoon, Musk will answer questions from investors. However, there is a dilemma: Musk sticks to Trump at his tight ties, the potential customer could spoil both in the United States and abroad that reject Trump's politics. If he distances himself from Trump, however, he risks the attention of the White House. It is a hopeless situation that Musk caused.
investor questions and expectations
- The investors want to know how much the The Trump-Administration on all imported vehicles. Musk thinks about it.
- Another topic will be when Musk plans to withdraw from the Department of Government Efficiency (Doge) in Washington and to focus on solving problems at Tesla.
- investors are also interested in progress in self-driving cars, a robotaxi fleet, a cheaper Tesla model and plans for the sale of humanoid robots.
Soothing answers to these topics could help the decline of about half of the stock value of Tesla ( tsla ) to turn back since mid -December and possibly restore trust in the company. Tesla is currently facing growing competition from other electric vehicle manufacturers, especially in China, while Musk has to take criticism due to its high visibility in the Trump government. Bad news in any of these areas could lead to a further decline in shares.
a vicious circle of tariffs
In a way, Tesla is less affected than other car manufacturers of Trump's automotive duties. The company does not import vehicles from its two foreign factories and uses fewer foreign parts in its vehicles manufactured in the USA than other manufacturers. However, all other large automobile manufacturers have at least a few imported vehicles in their American sales outlets.Musk has explained that the costs for Tesla " not irrelevant ". "It is important to note that Tesla does not get away without prejudice. The influence of the tariffs on Tesla is still significant," he said on his platform X, one day after Trump's plans for tariffs became known.
The uncertainty about Musk and Doge
Protests before Tesla showrooms and vandalism at the locations underline the negative reaction that the company and its CEO experience. Many of the most popular questions from investors on Teslas website address this problem.
When Musk held a meeting with all Tesla employees last week, it initiated a one-week rally for the battered stocks. However, this rally was short -lived. On April 2, when Tesla reported the largest decline in sales in the annual comparison, the shares fell strongly until politico The same morning reported that Musk would soon give up his role in the government. This message increased the shares. However, Musk and other members of the government stated that the reporting was inaccurate.
The problems with the promise of the future
Musk has set itself ambitious goals for a fleet of self -driving robotaxis and humanoid robots and claims that these would make the company the most valuable in the world. He had announced plans for a driverless driving service in Austin, Texas, which was to start in June. So far, however, there is no news. In the meantime, Uber and Google's autonomous driving unit, Waymo, with their own joint venture had success for autonomous taxis in this city.
"It would be a big negative for the share if he would move the plans for robotaxis," said Ives. "We have to hear good news in this area, because there will probably not be much positive about the financial figures of the company."
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