AD #3966 - Trump Could Erase 38% of Tesla's Profits; Scout Confident It Can Bypass Dealers; Afeela Likely to Face Dealer Lawsuits
About this episode
Tariff threats from President-elect Trump are pushing auto suppliers to consider relocating production to the US, impacting global supply chains and Chinese automakers facing a harsh market shakeout. Tesla's profits could be cut by nearly 40% if subsidies and credits are removed under new policies. Scout Motors and Afeela, two EV startups, plan to sell directly to customers, challenging dealer franchise laws and facing potential legal battles. LG Energy Solutions reported significant losses due to reduced EV demand and price drops. Tesla is also embroiled in legal disputes over Elon Musk's pay package and board compensation. Plus, new automotive tech from CES and upcoming Autoline After Hours guests are highlighted.
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