Trump has likely confirmed the death of Tesla by September 30, 2025

As President of the United States, Donald Trump has made significant decisions that will have financial and existential consequences for Tesla.

Those who get involved will get stung. By launching his political party, modestly named America Party, Elon Musk has declared war on Donald Trump. The latter has not hesitated to raise threats of expulsion from the United States against the South African businessman and former friend.

However, the president of the world’s leading power has since enacted two very important decisions, with implementation set for September 30, 2025: the end of the federal $7,500 environmental bonus for any purchase of an electric car produced in North America, and the end of financial penalties for manufacturers whose CO2 quotas are exceeded.

These two decisions directly affect the business of Tesla, which is a manufacturer whose sales have been heavily subsidized since its inception, and which sold billions of dollars annually in unused CO2 quotas to its rivals.

Is the Tesla ship going to sink?

A lengthy article from the Financial Times reports how much these two decisions threaten the very existence of Tesla. The end of the bonus, which will likely be transferred to the states, will significantly reduce the demand for electric cars in the United States. One might say that all other manufacturers will also be impacted, but their balance does not depend solely on this type of propulsion.

Furthermore, the CO2 credits sold on the polluting emissions market have largely benefited Tesla’s financial profits. Without these two pillars of its ecosystem, the Financial Times claims that Tesla would have recorded significant losses in the first half of 2025. What does the future hold now? The American media still uses the conditional, but forecasts a fourth quarter in the red, a first in over five years.

In response to these decisions, Tesla has launched the largest promotional campaign in its history in the United States to secure as many orders as possible before September 30, 2025.

The arrival of a very affordable model has become an urgent need for Tesla, both across the Atlantic and in Europe or Asia. The future of the American manufacturer now depends on this success.

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