Preliminary estimates from Cox Automotive indicate that Tesla’s sales in the U.S. specifically plummeted by 20% in Q2, as compared to the same period last year. That drove a 6% drop in overall U.S. EV sales, Cox says.
After a tough year and a half, Tesla isn’t out of the woods. It’s unclear whether the brand will ever recover from the reputational damage inflicted by Musk’s role in the Department of Government Efficiency.
And on top of that, major policy changes at the federal level threaten to stunt the EV transition in this country. The Senate just passed the “One Big Beautiful Bill Act,” which
kills off longstanding tax credits for used, new and leased electric cars. The federal government is taking aim at funding for EV charging infrastructure. And it aims to roll back vehicle efficiency regulations that benefit Tesla by incentivizing other carmakers to buy its lucrative regulatory credits.
Unlike Ford, General Motors and the other legacy automakers, Tesla can’t fall back on sales of gas-powered vehicles if EV demand slows down further. And that’s exactly what numerous analyses expect to happen once the Trump administration and Congress get their way.
Wall Street analysts expect Tesla’s sales to drop again in 2025. But the extent to which that happens depends heavily on Tesla’s next car—or, maybe, cars.
The EV maker has said for months that it plans to roll out
mysterious “more affordable models” starting in the first half of 2025. The EV market in America is in dire need of
cheaper, long-range, aspirational cars. If Tesla can deliver something truly compelling, that could go a long way toward digging it out of this sticky situation.
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As coisas não estão famosas para a Tesla não. Dano reputacional e quedas de vendas na UE, chineses a virar para marcas domésticas, e lamber os pés ao ditador laranja não serviu de nada pois vai fazer imensas mudanças para prejudicas vendas de EVs (principalmente Teslas) nos EUA. Triste ver o estado a que a Tesla chegou.
Tudo o que o Musk dizia nos anos 10 que a Tesla ia ser, é o que a BYD é hoje em dia.