Group 1: Tesla's Stock Performance and Market Expectations - Tesla shares have decreased by 7% from $323.63 to $300.71 ahead of the second-quarter deliveries report [1] - Analysts expect Tesla to report deliveries of approximately 387,000, reflecting a 13% decline from nearly 444,000 a year ago [2] - Prediction market Kalshi forecasts deliveries around 364,000, indicating lower expectations from traders [2] Group 2: Legislative Impact on Tesla - The One Big Beautiful Bill Act, which President Trump supports, is expected to negatively impact Tesla by cutting support for renewable energy and phasing out EV tax credits [4][5] - These legislative changes could reduce EV sales by about 100,000 vehicles annually by 2035, according to Energy Innovation [5] - The bill is projected to decrease renewable energy development by over 350 cumulative gigawatts, potentially affecting Tesla's Energy division [6] Group 3: Financial Implications and Regulatory Credits - Tesla has generated $11.8 billion in sales from automotive regulatory credits since 2015, which significantly contribute to its net income [8][9] - Regulatory credit sales accounted for approximately 60% of Tesla's net income in the second quarter of 2024, highlighting the importance of these incentives [9] - The company relies on federal and state regulations that mandate automakers to sell low-emission vehicles or purchase credits from Tesla [9]

BYD just scored a major win against Tesla in one of its biggest markets. The Chinese electric vehicle giant outsold Tesla in Europe for the first time last month, as Elon Musk's automaker saw its sales collapse amid furious backlash over its CEO's politics.BYD sold 7,230 battery-electric vehicles in April, compared to 7,165 for Tesla, according to JATO Dynamics data. It's a major milestone for the Chinese brand, and suggests BYD has taken advantage of Tesla's alarming decline in Europe.New Tesla registrat ...

IEA月报：由于经济逆风和电动车销量上升，2025年剩余时间全球石油需求增长将降至65万桶/日，而第 一季度为每天99万桶。 ...