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How Tesla Could Skirt Trump’s Tariffs While Everyone Else Pays Up | Trump’s tariffs are set to “blow a hole in U.S. industry,” according to Ford’s CEO, but some automakers like Tesla might not feel the pain.
Trump’s tariffs are set to “blow a hole in U.S. industry,” according to Ford’s CEO, but some automakers like Tesla might not feel the pain.
Elon Musk highlighted this aspect while repeatedly insulting Trump advisor Peter Navarro, saying, “Tesla is the most vertically integrated auto manufacturer in America with the highest percentage of U.S. content.” As cofounder of Boulder Progressives Eric Budd pointed out on Bluesky, the exemption for using 85% domestic content primarily favors Tesla. Tesla’s profits dropped by a staggering 71% in Q1 2025 from a sales decline driven largely by its CEO’s rapidly falling reputation.
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