Part 8/11:
The Broader Market and Geopolitical Considerations
International dynamics also influence Tesla's prospects. European tariffs on Chinese-made vehicles aim to protect local automakers but may inadvertently benefit Tesla. Norway’s decision not to impose tariffs on Chinese vehicles, combined with Tesla’s existing manufacturing footprint in Europe, suggests a strategic advantage.
While Chinese EV manufacturers continue to expand globally, tariffs could prompt Tesla to accelerate manufacturing investments in Europe, reducing supply chain risks and geopolitical exposure. However, increased tariffs on Chinese imports might temporarily raise costs for Tesla but could enhance long-term market share growth in European markets, especially as regional manufacturing expands.