Elon Musk is both the CEO of the largest U.S. EV maker and the right-hand-man to President Donald Trump. But Trump is working to strip away the federal and state policies that have fueled Tesla’s rise–EV tax breaks, carbon credits and money for charging stations. Investors and analysts are divided over whether Musk’s Trump support and active White House role is driving Tesla into the ground, or, somehow, securing its future. CNBC takes a look at the evidence and breaks down both the optimistic and pessimistic cases.
Chapters:
00:00 – 01:12 Introduction
01:19 Chapter 1: Trump and EV mandates
03:37 Chapter 2: EV tax credits
05:56 Chapter 3: Tariffs, vehicle credits, and charging
09:32 Chapter 4: Bull cases
Producer: Robert Ferris
Editor: Evan Lee Miller
Animation: Jason Reginato
Senior Managing Producer: Tala Hadavi
Additional Production Support: Lora Kolodny
Additional footage: Chevrolet, Ford, Getty Images, Hyundai, Kia, Tesla, Toyota, Rivian, Waymo, Zoox
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Why Tesla Stock Is Threatened By Trump’s EV Cuts
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