Part 9/12:
While Tesla’s stock reacts positively, analysts like Gary Black caution that near-term delivery estimates for 2025 have tempered, with projections down about 3% from earlier forecasts. The slow rollout of the affordable Tesla model, expected to be priced below $30,000, remains a contentious issue. Market watchers speculate that Tesla may need to resort to aggressive pricing strategies, including discounts, to meet demand.
Tesla’s energy business faces challenges from increased import tariffs on batteries, especially from China. Higher costs could impact margins until alternative sourcing strategies are implemented. However, the company’s sizable investments in U.S.-based manufacturing and supplier diversification aim to mitigate these risks.