Part 5/15:
Long-term growth trends reveal that regulatory credits have been steadily increasing over the past seven years, embedding themselves as a stable part of Tesla’s revenue model. While some speculate that policies might change with a Trump administration, expert opinions suggest that dismantling the credits system is legally and politically challenging due to their integration within existing environmental and automotive policies. Interestingly, a future Trump administration might even accelerate growth in this area, especially considering plans to eliminate the $7,500 federal tax credit, which could push OEMs to adopt more aggressive credit sales to maintain competitiveness.