PODCAST: TESLA’S DISASTROUS DELIVERIES, MORE TRUMP TARIFFS, EV DELIVERY NUMBERS, AND MORE

EV Channels Review

This episode of the Electrek Podcast dives deep into the volatile world of EV news, with a particular focus on Tesla's recent delivery struggles and the broader implications of new tariffs. The hosts express significant concern over Tesla's Q1 delivery numbers, which fell far short of expectations, attributing it to a combination of Model Y production changes and declining sales in key markets like the US. They also highlight the increasing price and delays surrounding the Tesla Semi, questioning its revolutionary economic viability at current projected costs. The discussion on tariffs, particularly those proposed by Trump, is framed as a potentially damaging and nonsensical policy that could isolate the US market and negatively impact the EV industry. While acknowledging other automakers' progress, the overarching sentiment is one of caution and concern for Tesla's core business, contrasting it with Elon Musk's focus on future technologies like FSD and Optimus.