Elon Musk’s Tesla stuck between Donald Trump and Xi Jinping
Tesla’s current performance is a mixed story, but there is a problem in your heart: in the mercy of the two autocrats – Donald Trump and Xi Jinping.
Elon Musk’s stuttering electric vehicle manufacturer saw a global weak sales performance within three months until June. The Wall Street was not worried about the result, as the decline in Tesla sales was not as bad as the first quarter of this year. Markets had expected around 389,400 sales – Total 384.122It fell 13% from June 2024 quarter.
The company is now looking at a major decrease in sales and income for 2025 (and a loss before subsidies), even if there is a second half recovery. Musk’s extreme right -wing views and his relationship with Trump damaged Tesla and his most important product in Europe where sales in some countries decreased by 60%and forced Musk at the moment Consider the control personally European sales. The sales of houses in Europe are increasing rapidly, but Chinese manufacturers for benefitNot musk.
Tesla in Australia reported a total of 4,589 home sales in June. It was the best monthly performance for a year, but it still fell by 2% compared to the same month a year ago. This reduced sales by 38% for six months of 2025 (more than 23,000 in the first half of 2024). Today’s figures will show that the Chinese manufacturer sells thousands of vehicles in Australia last month, and in the first half of 2025, Australia is rapidly embracing the Chinese Houses, which are much cheaper than Teslas in China.
Musk initially seems to have sent his knee to Mad King after his short, fiery cases on Trump’s tax and expenditure, and the bill sent it again through the Senate (still needs to return home there for approval): Now he threatened to produce republican senators who vote for the next primary. On the other hand, Trump is now talking about adjusting his own creation, which has wide subsidies from the state and federal governments (not only in the USA) of Musk’s own creation. There are currently a few large companies that are very visible to the ongoing honor of an authoritarian leader who is currently crazy.
In Xi Jinping, Musk has another authoritarian leader who should have good decorations. Fortunately, for Musk, Xi is a much more stable, rational and predictable figure that is well understood in this order – the success of its leadership, the communist party and China. China – the world’s largest electric vehicle market – is the most important country in Tesla. The company sold 191,720 vehicles in China with an increase of 11% after March quarter and still decreased by 9% compared to a year ago.
Tesla’s Shanghai factory has produced about half of the company’s global sales in the second quarter, which means that Musk cannot antagonize the Chinese government against the point where production or sales are affected. To upset Trump and Xi, which is known to have returned to the business figures, which he deemed very big for his boots, would be the terminal for the company and the wealth of the company and Musk, and the first collapse of giant technology companies.
It is not clear whether Tesla has confidence in two dictators, one of which is completely unpredictable. However, in a rapidly expanding global home market, it is a great risk for a company that does not even make time in sales.
