What is the price for Donald Trump following his protectionist madness? For Elon Musk, this price can be called Tesla. The brand is free fall in several markets, while the image of its founder is falling apart. The signals are red. The technological empire may no longer be eternal. The doubt was immersed and he is now nailing confidence.
In short
- Tesla sales have fallen hard in Europe and in the United States since the beginning of 2025.
- Muska’s final political image worsens the dissatisfaction of historically democratic clientele.
- The Board of Directors is erased, but the departure hypothesis flows seriously.
- According to Gary Black, the departure of Musk would cause Tesla to be awarded up to 25 %.
Tesla face to face walls: decrease in sales and political rejection
Tesla crosses An unprecedented period of turbulence. In April sales dropped from 60 % in France. In the rest of Europe, A decline reaches 28 %According to Acea. In parallel, the electric car market increases by 24 %. This Brutal contrast Illustrates the premature completion of the study. In the United States, the data are not more reassuring: in the first quarter it decreases to a decrease of 71 %.
This insufficient performance has a political dimension. Elon Musk made Trump Camp Champion. DOGE chair, a government agency on effect. His position against trans or in favor of budget cuts brought him strong criticism. Many democrats, historical voters Tesla, will turn away from it.
” Elon Musk is unpopular than Trump “It is underlined by Jérôme Viala-Godefroy, a specialist in the United States.
The brand, formerly perceived as innovative and green, is now subject to protests and vandalism. Investors are afraid. Sees Dilution of the CEO of the CEO with a more concerned policy than an industrial strategy. The dogma of the scattered leadership shows its limits. And while the leadership talks about ‘ Change of political sensitivity », Ordering notebooks thinner.
Tesla loses the land when His competitors accelerate. Volkswagen, Renault, Bydr Get the soil in the electric segment. The advantage of a pioneer is no longer enough. Musk can pay the price of his ideological fighting.
Guided CEO: Denial is no longer enough
May 1. This revealed the Wall Street Journal Tesla would establish the successor of Elon Musk. The article presents several internal sources. It mentions contacts with recruitment companies. The Board of Directors would have enough time dedicated to Muskek Doga.
The X was instant to the X. Elon Musk condemned ” Extremely serious violation of ethics ». Robyn Denholm, President CA, supported this:
Tesla’s CEO is Elon Musk … The Council is confident.
The owners of Tesla Silicon Valley also prevented Musk while demanding greater transparency.
However, speculation will not stop. Evil is done. Several analysts believe that Musk’s departure would have a strong impact on the valuation. ” If Musk has completely left Tesla, the action could drop from 20 to 25 % “Consulates Gary Black. Even a partial withdrawal would cause a drop of 5 to 10 %.
This scenario shows how much Musk is centralBut also how vulnerable it happened. Counseling could try to reduce its role without overthrowing it. Behind the scenes some members would prefer Less dividing leader. Several investors are worried about the new administration crisis.
Musk Full -Time will not disappear. Especially because he could be tactical, to defuse the inner slingshot.
Empire is shaking: black characters and strategic fatigue
Tesla’s trouble on numbers:
- 60 % of lost sales in France in April;
- 71 % less profits in T1 2025;
- 28 % decrease in sales in Europe;
- 13 % of the turnover lost per year;
- 25 % of the possible decline in the event in the case of Musk’s departure.
These numbers are alarming. They translate Double discomfort: politics and industrial. Elon Musk, although central, sometimes seems isolated. Its long -term projects such as Robotax or AI on AI remain vague. The market no longer believes. He wants results.
Competitors supply available and reliable vehicles. Tesla, located at the high end, reached a Structural limit. The segment is too narrow. The initial promise of the affordable green revolution has turned into an elite product.
Investors know that. Sales of cars do not guarantee extraordinary margins. Tesla can no longer afford strategic hesitation. Muska Administration is divided. His communication elections, his dependence on social networks, his politicization, worries.
To do this are added experiments, disputes, pressure on the Chinese market. For some shareholders, The question is no longer whether Musk is still useful, but if it is still managed.
While Warren Buffet is leaving with elegance, wealth and recognition, Elon Musk could leave Tesla with an accident, questionable, weakened and more than a fragile economic assessment. Two visions of leadership, two heritage. One inspires trust, the other provokes controversy. If Musk leaves, he will have to do it without panic. When the time comes, without tweet. Without brilliance. And without leaving Tesla on the edge of the abyss.
Maximize your Cointribne experience with our “Read to Earn” program! For each article you read, get points and approach exclusive rewards. Sign up now and start to accumulate benefits.
Blockchain and crypto revolution! And the day when the impacts will be felt on the most vulnerable economy of this world, I would say against all the promises that I was there for something
Renunciation
The words and opinions expressed in this article are involved only by their author and should not be considered investment counseling. Do your own research before any investment decision.
