Tesla's Future Under Trump: IRA Repeal, Tariffs, and Self-Driving Focus 

Is Tesla truly a lithium and battery play, or is the future of the company, as Musk suggests, all about autonomy? With the potential shift in US policy regarding EVs under a new administration, and global markets fluctuating, where does Tesla really fit in?

Some analysts predict a weakening US EV market share by 2030, citing relaxed emissions standards. Yet, Tesla's massive investments in battery production and a new lithium refinery paint a different picture. Is this strategic overspending, or are they anticipating a surge in demand regardless of US policy? And how will the potential repeal of EV tax credits impact Tesla compared to its competitors? Musk claims it would be devastating for them, but only a slight inconvenience for Tesla. Is this bravado, or a realistic assessment based on Tesla’s unique position?

The article highlights the contrasting perspectives – a potential downturn in the EV market versus a bullish outlook for lithium demand driven by global growth, particularly in China. How will these opposing forces play out, and what role will Tesla play in shaping the future of both industries?

Let’s discuss. What are your predictions for Tesla in this evolving landscape? Is it time to buy, sell, or hold? Share your insights and let the debate begin!