Elon’s Politics Threaten Growth

BYD Overtakes Tesla in Revenue and Shell Boosts Returns, Cuts Spending

March 25, 2025

​Tesla, once the vanguard of the electric vehicle (EV) revolution, now confronts multifaceted challenges that threaten its market position. These challenges stem from CEO Elon Musk's political engagements, particularly in Europe, and escalating competition from Chinese automaker BYD. A comprehensive analysis, encompassing both fundamental and technical perspectives, reveals the extent of these issues and potential avenues for Tesla's resilience.​

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