IIt did not take long to the work of Elon Musk's political promotion and the Trump administration to destroy Tesla's position as American undisputed electric vehicle driver. As left -wing consumers and outraged moderates complained of his crusade to change the US government, Tesla car sales decreased In the first quarter of last year 2025. And on Tuesday, the company announced 71%of the decline in cleaning income of the same period. All of this has been reflected in the stock price, which has fallen by more than 40%since its December last year.
Not too long ago, Tesla's struggles would have been considered a warning sign for wider EV taking – and broadly decarbonization. The company was the first in the US to market an electric car with mass attractiveness and are still the largest vendor of such vehicles.
But the bigger picture has developed: EVS's success is no longer related to Tesla's success. The sale of the Republic of Estonia in the US increased a year ago for almost all other car manufacturers. In Europe, the sale of the Volkswagen EV exceeded that of Tesla, turning the German company to the top of the mainland. Globally Chinese car manufacturer byd Was the best -selling Estonian trademark in the first quarter. Projections varyBut analysts are still hoping to introduce the Republic of Estonia at the pace – the US and around the world.
Tesla falsified the road in EVS, but it may not be the leader who will complete the future of electricity.
Just looking at numbers would be easy Turn your eyes to the suggestion that Tesla has lost its ability. Despite the decline in sales, the company is far from EVS. And at the time it is written, it has a huge financial position with a ceiling of $ 880 billion – the Ford Motor Company's more than 20 times higher.
“The future of the company is basically based on large -scale autonomous cars and a large, large volumetric, large amount of autonomous humanoid robots,” Musk said of the profit speech.
But the ceiling of the Tesla market is more than EVS. Elon Musk and other senior executives discussed the company this week The planned release of a new, lower price model, but much focused on autonomous vehicles and AI-support robots. Indeed, its assessment, which is more than 140 times, can be largely interpreted as a bet that the company has a new technology breakthrough in addition to selling EVs.
In the meantime, the image of other car manufacturers is, to put it mildly, difficult. Many have pulled back their Estonian ambitions, shifting the most ambitious plans in the US for new factories that have developed in the midst of consumer senses and political whip in the US, as the new administration pulls back support policy. Even still, the heritage machines continue to introduce new models to combat market share-including various lower-price EVs, which aim to attract less wealthy consumers. Chevrolet, Ford and Rivian have all the models on the road in the middle of the market – and do it without a political luggage that Musk has attached to Tesla. Globally, Chinese EVs have entered new markets at a price that is significantly below all the cars produced by the West.
There is no doubt that the road is still difficult for the introduction of the Republic of Estonia and the decarbonization of the transport sector. But for the first time, looking at Tesla, this typical view may not be offered.
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