A blow to Tesla came from Trump
Tesla’s electric vehicle business line declined in 2024, while this situation gained acceleration in 2025, while the company’s energy business line was constantly growing. This growth, especially Tesla’s Megapack ve Powerwall 3 supported by systems. On the basis of these products China imported LFP Battery Cells is.
New tariffs announced by President Trump to imports from China to America 54 percent tax This shows that the prices of Tesla’s energy storage products such as Powerwall and Megapack will increase significantly. The coat of arms of the prices will potentially reduce the demand in the market.
Tesla is dependent on China in energy storage
In most of Tesla’s products in energy storage, Chinese Catl It is known that the company’s LFP battery cells are used. In the meantime, rumors that Tesla had plans to establish a LFP battery production facility in the United States with CATL, but these plans have not yet become concrete.
On the other hand Tesla, A new megafactory in China He started production of megapack by establishing. The battery systems coming out of this factory are planned to be sent to markets outside the US, which is seen as a step to increase Tesla’s international competitiveness. However, Tesla is faced with increasing competition with CATL and BYD, which are their own battery suppliers, recently introducing products that will compete with Megapack.
Tesla also has plans to establish a second megafactory in the US to produce more megapacks. However, it is unclear how these new tariffs will affect these plans.
This news, Our mobile application download and download,
You can read at any time (even offline):
Source link: https://www.donanimhaber.com/trump-tesla-nin-buyuyen-tek-isini-de-baltaladi–189780