bullish

Tesla

TSLA: Chinese EV Tariffs?$$$

159 Views13 May 2024 21:39
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SUMMARY
  • Takeaways: Biden plans to quadruple US/EU tariffs on Chinese EV imports.
  • This will further defend TSLA’s domestic beachhead: 1) 50% EV market share in the USA (No. 2: Ford 7% ) + 2) huge headstart over domestic auto incumbents in assembly line processes (Gigapress) & high manufacturing concentration .
  • Together, this should result in superior economies of scale which translates into lower unit costs — increasingly important in a commoditizing US EV sector.
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  • TSLA: Chinese EV Tariffs?$$$
    13 May 2024
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