Tariff "Backlash," Tesla Triggers Chain Reaction Crisis

Zhitong
2025.04.20 11:23

High costs will inevitably be passed on to vehicle end-users, and Tesla is highly likely to face price increases in the future. According to Morgan Stanley's calculations in January this year, about 20% of the batteries for Tesla produced in the U.S. are directly imported from China, and 30% are supplied by Chinese companies investing in Mexico. If tariffs are imposed on Chinese power batteries or batteries from Chinese-funded enterprises, the cost of each Tesla vehicle produced in North America will increase by $3,000 to $5,000. At the same time, Musk's deep involvement in U.S. politics, coupled with the current U.S. government's reckless actions, has severely damaged Musk's image as a tech-friendly figure in the eyes of the public. Tesla is facing a sharp decline in its global "popularity." Recently, a corporate survey by Morgan Stanley showed that about 85% of respondents believe Musk's deep involvement in politics has had a "negative" or even "extremely negative" impact on Tesla

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