Trump’s car invoices are a gift for Tesla

President Trump hits 25% invoices in all cars imported to the United States, including North America’s immediate neighbors. It has also placed a 25% invoice in some places used for car manufacturing. It is a decision that most likely Super Charge the cost Young and used cars, but it is also a gift to Tesla, the company run by Elon Musk, its largest financial supporter in the presidential election.

The new duty regime comes in a prosperous time for Tesla. The company deals with promoting the promotion of Musk’s far -right ideology and its participation with unpopular Department of government efficiency, which has caused protests around the world. Tesla was recently based on promotions and price cuts to boost sales and yet less EVS is still sold in 2024 than in 2023 and ready in one start in 2025.

The new invoices could shift this account, at least in the US, Tesla is building all its cars intended for North America in the US at factories in Fremont, California and Austin, Texas. This means that none of the cars selling in the US will be subject to 25%vehicle import tax.

Tesla imports about 20% to 30% of the components used to make these cars to cause a headache. Musk admissible In X that Tesla is not unhappy with these invoices and claimed to have a “significant” impact. But the company’s long -term effort to establish local supply chains near its plants is now rewarded.

In essence, every other automaker is in a worse position than Tesla and invoices will particularly affect competitive EVs. About 80% of Ford cars sell in the US built domestic. But it makes the electric Mustang Mach-e and the popular (and much more affordable) hybrid pickup truck in Mexico.

General Motors, meanwhile, builds blazer and Equinox EVS in Mexico. Hyundai has found increasing success with its electric vehicles in the US market, but almost all of them are built in South Korea.

Like Tesla, electric automakers such as electric automakers, such as Rivian and Lucid Motors, should not be concerned about the vehicle’s import invoices because they do their EVs in Illinois and Arizona, respectively. Like Tesla, they import parts that will be subject to invoices – but are in a worse position to absorb these expenses, and both companies continue to lose buckets in every EV they sell.

This creates a scenario where others can see price increases higher than any Tesla can apply. This price separation could be made even more than a benefit to Tesla when it unfolds the mysterious new lower cost EV this year-something the company has said will happen in the coming months.

Of course, Trump announced these invoices after weeks of waffling on whether to apply them in the first place. The president has claimed to be “permanent. “But like many other things he proposes, this could always change.