stopcrazypp
Well-Known Member
I forgot to post this, but here goes:I think the reasonable reaction is that one doesn't effect the other. More people digging coal in west virginia doesn't hurt Tesla sales. GM isn't going to Trump to put Tesla out of business, they will go to Trump and ask not to be punished for the types of vehicles they produce. More oil drilling is not going to hurt Tesla sales. A lot to gain and nothing to lose here.
I think Trump, and of course Rick Perry, are guys who are for 'all of the above'
GM's the only car company that lobbies actively to block Tesla at every turn.
And about energy policy, you forgot Tesla's battery pack sales. Tesla is also merging with Solar City, which means the survival of coal will also hurt Tesla sales of solar panels. There will also probably be laxer or eliminated standards on natural gas drilling and generation, as the EPA just released the first such standards this year:
EPA Releases First-Ever Standards to Cut Methane Emissions from the Oil and Gas Sector | U.S. EPA News Releases | US EPA
This will keep natural gas and generation prices low and make other sources less competitive.
Another core part of Obama's Clean Power Plan (which will likely be overturned the way things are going) is emissions trading (which would have made renewables worth more and put a cost on CO2 emitting):
FACT SHEET: Clean Power Plan and the Role of States | Clean Power Plan | US EPA
GM lobbying against CAFE and ZEV standards will directly impact Tesla's revenue from regulatory credits. More drilling for oil to keep prices down will impact demand for more efficient cars, including Teslas. Although EVs have been somewhat more immune to this than hybrids, Model 3 may be more impacted because it's at a lower price point than previous Teslas and it's targeting much higher volume.
From what Trump has done previously (for example for Carrier), there will probably be some token amount of American jobs that will be subsidized at Tesla, but I doubt Elon will be able to have much influence on Trump's energy policy, which would have a far bigger impact on Tesla's bottom line.
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