● Tesla Shocked, Trump’s 104% China Tariff, Musk’s Fading Influence
The US-China Trade Conflict, Tesla Volatility, and the Ripple Effects of Rising Battery Tariffs
1. US Hardline Trade Policy and Conflict with China
The US government is forecasting a 104% tariff imposition on China.
President Trump is advocating for the protection of American citizens and the domestic production of essential goods.
China’s retaliatory measures and the US’s strong counter-attack will are being highlighted.
In the midst of this, trade war-related tensions are escalating both within and outside the US.
2. Tesla News and Stock Volatility – Conflict Between Elon Musk and the Trump Camp
Tesla’s stock price showed significant volatility, surging sharply at the start of trading before plummeting within a day.
The Trump administration’s tariff decisions, Tesla’s production structure, and internal conflicts are influencing the stock price.
Elon Musk is emphasizing Tesla’s self-reliant production system, which has a high proportion of American-made components, and is advocating for a tariff-free policy.
On the other hand, internal conflicts are emerging, such as Peter Navarro, a trade advisor in the Trump camp, criticizing Musk as a mere assembler.
3. Tesla and US-Made Parts Production – Self-Sufficiency System and Tariff Burden
Tesla is attempting to minimize the tariff burden by increasing local production at its Texas and Fremont factories in the US.
However, there are growing concerns about price increases as the main component, Chinese LFP batteries, becomes subject to tariffs.
If the existing 25% tariff rises to 104%, the battery price could increase by approximately $12,000.
This is expected to significantly affect the final price of major vehicles such as the Model 3 and Model Y.
4. Future Prospects and Economic Outlook – Trade War and Expansion of Domestic Production
The trade conflict between the US and China is sparking interest in national security and economic self-reliance, going beyond a simple tariff war.
The conflict between President Trump and his administration, and companies centered around Elon Musk, is expected to act as a major variable in the future direction of trade policy and the expansion of domestic parts production.
If the trade war escalates further or tariff policies become more stringent, it is expected to affect the global economic outlook and various industry groups.
The analysis unfolds around key SEO keywords such as economic outlook, trade war, tariffs, Tesla, and Elon Musk.
Summary
The US is imposing a 104% tariff on China, emphasizing the protection of its citizens and self-sufficiency in essential goods.
At the same time, Tesla is showing stock price volatility, and internal conflicts related to trade policy between Elon Musk and the Trump camp are being highlighted.
As efforts to increase the proportion of US-made parts production continue, the risk of Tesla vehicle price increases is growing due to rising tariffs on Chinese LFP batteries.
Careful attention must be paid to the impact of future trade wars and strengthened tariff policies on the economic outlook.
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*YouTube Source: [오늘의 테슬라 뉴스]
– 트럼프 104% 중국 관세 발표! 테슬라도 흔들리나? 테슬라 관세의 영향은? 일론 머스크의 백악관에 대한 영향이 줄어들고 있다? 머스크 멍청이 발언의 이유는?

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