In a surprising behind-the-scenes move, Tesla CEO Elon Musk has reportedly taken matters into his own hands by privately urging former President Donald Trump to reverse course on his aggressive stance toward electric vehicle (EV) tariffs. According to inside sources, Musk is deeply worried about the consequences of escalating trade penalties — particularly those targeting Chinese-made vehicles and components — which could spell trouble for Tesla’s carefully crafted global strategy.
Trump’s Tariff Plans Could Disrupt The EV Market — and Tesla Isn’t Immune
Trump has floated the idea of imposing massive 100% tariffs on EV imports from China if he returns to the Oval Office in 2025. While that tough talk may sound patriotic to some, Musk allegedly sees it as a dangerous gamble. Tesla relies heavily on Chinese manufacturing, especially its Shanghai Gigafactory — a key player in producing affordable EVs for both domestic and international markets. New tariffs could mean higher prices, manufacturing delays, and a slowed EV rollout across the U.S.
Tesla’s China Connection: The Elephant In The EV Room
Despite being an American brand, Tesla has deep roots in China’s automotive infrastructure. The country not only provides critical parts and battery materials but also serves as a major hub for Tesla’s production line. Musk’s reported plea to Trump is seen as an attempt to safeguard that pipeline. With EV competition intensifying and supply chains already strained, any major disruption could give rivals — especially U.S. automakers without international exposure — a serious edge.
Musk Makes A Political Pivot — Again
Musk’s outreach to Trump adds another layer to his evolving political identity. Once considered a centrist tech mogul, Musk has recently shown openness to more conservative viewpoints, especially after public spats with the Biden administration over EV incentives and union support. His quiet conversation with Trump could be viewed as both a protective business move and a strategic alignment in anticipation of a potential Trump 2024 victory.
Will Trump Listen — Or Stick To His Trade War Playbook?
So far, neither Musk nor Trump has publicly confirmed this reported exchange, but the implications are massive. If Trump sticks to his hardline trade policies, Tesla could face significant headwinds. But if Musk’s influence sways the former president, it could signal a major shift in how trade policies are crafted around the booming EV market. One thing’s for sure — this behind-closed-doors move shows just how high the stakes are in the global EV race, and Elon Musk is doing everything he can to keep Tesla in pole position.