Tesla shares have plunged 45% in 2025, erasing $584 billion in market value as weak deliveries, geopolitical risks, and Musk’s political ties weigh on sentiment.
BYD is gaining ground, with faster charging tech and stronger China sales, undercutting Tesla’s EV infrastructure edge in a market that makes up 22% of its revenue.
Trade tensions are escalating, with new U.S.-China tariffs threatening Tesla’s Shanghai operations and dampening consumer sentiment in a key growth region.
Demand is faltering globally, especially in Europe, while Musk’s political role is fueling backlash and weakening brand loyalty among key consumer groups.
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