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What’s Next for Tesla After U.S. & EU Policy Shake-Up?



Tesla now stands at a pivotal crossroads:

 • In the U.S., the “Big Beautiful Bill” has eliminated the $7,500 federal EV tax credit and regulatory credits—Tesla earned $2.76B in credit revenue in 2024—and Musk warns that “without these credits, Tesla would have posted a quarterly loss” in Q1 2025

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 • In Europe, Tesla’s market share has collapsed—dropping from ~18% to 7.7% year-over-year—amid intense competition and mounting backlash over Musk’s political controversy

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Next Moves in Tesla’s Strategic Pivot:

Accelerate affordable EV rollouts to counter demand shocks and stay competitive across diverse markets.

Advance robotaxi and autonomy initiatives to pivot toward recurring, higher-margin revenue streams.

Rebrand and rehabilitate in Europe, prioritizing product-led messaging and regional partnerships to rebuild consumer trust.

Tesla's future hinges on execution—transforming from EV maker to AI-powered mobility and energy platform. The journey forward is risky, but the upside remains compelling.

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