Tesla News Recap Struggles Over Trump

1. U.S.-China trade war – Trump announces 34% tariffs on all Chinese products
   President Trump just announced a 34% tariff on all goods imported from China. At the same time, he will impose a 20% tariff on EU goods, 24% on Japanese and 30% on Indian goods. This is seen as a move that signals a major shift in U.S. trade policy.
2. WHITE HOUSE TURNING – Trump hints at stepping down as adviser to Elon Musk
   According to a Politico report, Trump has told aides that Elon Musk will soon step down from his role as a government adviser. Trump and Musk remain in a cooperative relationship, and Musk is expected to continue in an informal advisory role as he later devotes himself to the business.
3. Wall Street View – Morgan Stanley “TSLA may have run out of emotion”
   Morgan Stanley analyst Adam Jonas said after analyzing Tesla’s first-quarter delivery report that investor sentiment in Tesla may have bottomed out. He said the current business’s problems are widely known, while future opportunities are underestimated.
4. ENERGY TRANSFORMATION ACCELERATING – Tesla stores energy in Q1 10.4 GWh… 156% year-on-year increase
   Tesla built a 10.4GWh energy storage unit in the first quarter of 2025. It was the second-highest quarterly performance ever and a 156% year-over-year increase. Increased production at its Shanghai Megapac plant appears to have contributed to the improved performance.
5. NEXT GENERATION CHARGING STATION-Tesla to build ‘CyberCanopy’ supercharger in New Mexico
   Tesla will install a new “CyberCanopy” supercharger in New Mexico with solar panels and RGB lighting. The structure will reportedly have a lighting design inspired by the Cybertruck’s front light bar.
6. Agriculture + Space Technology – John Deere launches Starlink service in U.S., Brazil
   Agricultural machinery company John Deere has introduced SpaceX’s satellite internet service, Starlink, in the U.S. and Brazil. It has already been sold to more than 2,000 units of equipment, and 70% of Brazil’s rural communities suffer from a lack of connectivity, which is expected to be in great demand.
7. BRAIN-COMPUTER INTERFACE EXPANSION – Neuralink STARTS REGISTRATION OF TARGET PATIENTS Worldwide
   Neuralink has opened patient registration worldwide so that physically paralysed patients can participate in a technology experiment that allows them to control their computers with just the thought of it. The announcement is interpreted as an important step toward global expansion.
8. EV Growth – Lucid Up 58% In Q1 Vehicle Deliveries… a total of 3,109 units
   Lucid delivered 3,109 electric vehicles in the first quarter of 2025, up 58% year-over-year. The number of vehicles produced in the same period stood at 2,212. Lucid continues to grow on the back of expanded supply chains and increased demand.