Tesla(US:TSLA) Benzinga·2026-03-04 08:50Core Viewpoint - Tesla Inc. has lost two significant customers, Toyota Motor Corp and Stellantis NV, from its carbon credits pool in the European Union, impacting its revenue stream from carbon credits [1][2]. Group 1: Company Actions - Toyota has decided to exit Tesla's CO2 emissions pool for 2026, believing it can reduce emissions independently while expanding its electric vehicle lineup, including models like the bZ4X and the Urban Cruiser [2]. - Stellantis is also withdrawing from Tesla's carbon credits pool to establish its own independent pool in collaboration with Leapmotor [2]. Group 2: Market Impact - Following the news, Tesla's stock price decreased by 2.98% to $392.43 at market close, and further declined by 0.29% to $391.29 in after-hours trading [4]. - Tesla continues to score well on the Momentum metric and maintains a favorable long-term price trend despite the loss of these customers [4].