Coral Davenport

But Trump, in a very savvy way, kind of tapped into this idea that this is the government telling you what you can drive. Hmm. And that really resonated. He would say the Biden administration is going to take away your choice for what you're going to drive. And this really was a very potent political argument. And I think it resonated deeply with his base and beyond.

But Trump, in a very savvy way, kind of tapped into this idea that this is the government telling you what you can drive. Hmm. And that really resonated. He would say the Biden administration is going to take away your choice for what you're going to drive. And this really was a very potent political argument. And I think it resonated deeply with his base and beyond.

And so that's the biggest piece that we saw Trump talking about rolling back.

And so that's the biggest piece that we saw Trump talking about rolling back.

And it's so fascinating because also like Tesla could get the tax credits. Tesla has been a big beneficiary of all of these programs. However, Tesla is a really interesting company because unlike the rest of the U.S. auto industry, of course, all it makes is EVs and it's doing really well. A lot of these programs are really designed to help boost efficiency.

And it's so fascinating because also like Tesla could get the tax credits. Tesla has been a big beneficiary of all of these programs. However, Tesla is a really interesting company because unlike the rest of the U.S. auto industry, of course, all it makes is EVs and it's doing really well. A lot of these programs are really designed to help boost efficiency.

the legacy auto companies to make that transition, which is very expensive. They have to invest in new R&D. They still have these old product lines. How do they balance it and build new things? And so none of that really applies to Tesla. And so what Musk has said on earnings calls to his shareholders, essentially, if all that stuff goes away, it will ding Tesla.

the legacy auto companies to make that transition, which is very expensive. They have to invest in new R&D. They still have these old product lines. How do they balance it and build new things? And so none of that really applies to Tesla. And so what Musk has said on earnings calls to his shareholders, essentially, if all that stuff goes away, it will ding Tesla.

But it will hurt the competition so much more because that Tesla will come out much further ahead. Interesting. And so, in fact, Musk has made plain that he is just fine with rolling all that stuff back because, you know, if the competitors are not getting all that government help, they're really going to struggle with this transition and consumers will be forced to go to Tesla.

But it will hurt the competition so much more because that Tesla will come out much further ahead. Interesting. And so, in fact, Musk has made plain that he is just fine with rolling all that stuff back because, you know, if the competitors are not getting all that government help, they're really going to struggle with this transition and consumers will be forced to go to Tesla.

No.

No.

This also has to do with this being sort of a signature move of the Biden administration. The Biden administration really tried to push the development of wind on public lands. They opened up all these public lands and they permitted these giant wind projects. And they sort of said, this is a good use of public land and we want to very proactively, aggressively push this expansion.

This also has to do with this being sort of a signature move of the Biden administration. The Biden administration really tried to push the development of wind on public lands. They opened up all these public lands and they permitted these giant wind projects. And they sort of said, this is a good use of public land and we want to very proactively, aggressively push this expansion.

So Trump is saying, no, we will be withdrawing those permits. We will shut down this effort to do this.

So Trump is saying, no, we will be withdrawing those permits. We will shut down this effort to do this.

Honestly, being anti-wind has been sort of a core Trumpism for a long time. He has long railed about wind. He talks about how wind turbines kill birds and cause cancer. That's not true. They don't cause cancer. I remember that. There was the wind farm that was like,

Honestly, being anti-wind has been sort of a core Trumpism for a long time. He has long railed about wind. He talks about how wind turbines kill birds and cause cancer. That's not true. They don't cause cancer. I remember that. There was the wind farm that was like,

obstructing the view i think from the trump resort in scotland and i think also like if you think about a giant wind turbine like it is such a symbol of clean energy of this broader movement and set of policy and ideological ideas that trump is just in aggressive opposition to like it's the perfect symbol right is the perfect clean energy symbol to oppose

obstructing the view i think from the trump resort in scotland and i think also like if you think about a giant wind turbine like it is such a symbol of clean energy of this broader movement and set of policy and ideological ideas that trump is just in aggressive opposition to like it's the perfect symbol right is the perfect clean energy symbol to oppose