
Tesla's Battery Boom Faces A Global Shockwave—Thanks To Trump
- by Benzinga
- Jul 22, 2025
- 0 Comments
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From Growth Engine To Trade Casualty?
Tesla's energy storage business exploded by 113% year over year in 2024, driven by surging demand for its Megapack and Powerwall units. For 2025, the company had guided to "at least 50%" growth. But Sheppard now expects that guidance to be revised downward during Wednesday's earnings call, thanks to the ripple effects of shifting global trade policies and tariffs.
While specifics are still uncertain, Trump-era tariffs—or even stricter "reciprocal" measures—could increase costs on key battery components and deployment infrastructure. That would dent margins and potentially slow deployment, even as demand remains high.
Robotaxis And Rate Hikes Won't Save The Day
To be fair, Tesla isn't just a battery story. The company is expected to provide updates on its robotaxi rollout in Austin—part of its broader push into autonomous mobility. But even that moonshot may not distract investors from what happens to Tesla's energy margins.
The bottom line?
What once looked like Tesla's stealth growth engine is now facing external shocks that even Musk can't meme his way through. If Trump's trade policies return—or even loom—Tesla's battery boom may have to find a backup generator.
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