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The original was posted on /r/teslamotors by /u/DockBay42 on 2025-07-04 16:23:40+00:00.

The Financial Times has the best article I’ve come across yet trying to figure out to what extent the BBB hits Tesla. Of course, a lot is simply unknown to investors outside of Tesla. Here are some choice quotes I found interesting. FT is paywalled but I trust somebody here can figure that out.

Tesla does not break down its profits from regulatory credits by region, or between the three American programmes. But a person familiar with the matter said that on average as much as three-quarters came from the US, with the remainder from similar systems in the European Union and Asia.

In the US, there is little hope of reviving US federal emission credits while Trump is in office. But California has sued over the administration’s efforts to shut down its scheme, in which Tesla has by far the biggest balance of credits.

Beyond selling cars and credits, it also manufactures its own batteries, runs a network of about 2,600 US EV supercharger stations, builds solar roof tiles and commercial and residential battery storage packs. Almost all of those businesses will lose significant federal support or tax relief; only energy storage subsidies remain in place. Particularly damaging will be the removal of a $7,500 federal tax credit for certain EV purchases and leases at the end of September.

Hopefully an investor will ask at the Q2 earnings call what Tesla’s projections show for earnings losses. So much uncertainty!