Tesla faces a perfect storm and his actions are paying him expensive

We have been for 43 days of the year 2025 and Elon Musk has lived a roller coaster of emotions. In less than a month and a half he has confirmed that he is one of the strong men of the Donald Trump government, with controversial investiture included, and at the same time he has seen losing hundreds of millions of euros of his fortune.

Tesla is very blamed.

A collapse. Tesla ended the year 2024 asking for the time and the consequences have begun to be noticed in this 2025. On December 17 of last year, Tesla’s shares cost $ 479.86. Since then, the fall has been sustained, despite a small rebound a week later.

However, Tesla’s actions have fallen until 328.50 euros at the time we write These lines. It is a collapse of more than 30%, devaluing the action almost 25% in what we have been. And the fall has been especially pronounced in what we have of the month of February. Less than two weeks ago, the action exceeded the barrier of 400 euros.

What happened? The reasons being wielded to explain the fall They are many and varied But they can be summarized at some key points:

• Bad results of the company
• Elon Musk’s political slope
• The competition ads and, especially, by byd

Bad results. The end of the year for Tesla was complicated. The company sought, by all means, to prevent the year 2024 from becoming the first year of “non -growth.” The company reduced prices, offered 0% financing and free recharges to try to carry sales figures above 2023 But he didn’t finish getting it.

That has left an important hangover in its market. In 2025, the registrations have collapsed which indicates that they could have put in the commercial network more vehicles than those who now have to give out. In Stellantis they know well what we are talking about, with A crisis in United Statess for this reason that has ended with Carlos Tavares outside the address of the company.

A 2025 that does not start well. In the first bars of 2025, Tesla sales have fallen very hard. It is still early to know what the company of Elon Musk will hold the year but in China, the company’s main market, They have fallen hard.

Tesla has in Europe a good ceiller to continue exploding. However, Your sales In Germany (by volume, the main European market of the electric car) reflect falls of almost 60% in January. In France (second market) they have also exceeded that barrier and in more fragile markets such as Spanish, variation is even more striking with a 75%decrease. They are not good short -term perspectives.

A Tesla Model and renewed. But more expensive and without solving the demands of the Chinese market. Local market customers are turning positions towards More technological and advanced models But, above all, towards brands that are able to evolve their cars very quickly.

The paradigm shift is such that Catl has begun to invent the term of “Smart Electric Car”. Renew the image without offering large additions or new incentives at the software level, following the rhythms marked by the traditional automobile industry, may not be enough for Tesla in China.

Elon Musk and politics. Position yourself as one of the strong men of Donald Trump’s government can serve Tesla to Accelerate plans To put on the streets the Tesla Cybercab and try to burn stages that to other manufacturers It has cost them years and billions of dollars.

However, there are several aspects to take into account:

A competition that squeezes. Although no one in Europe and the United States still does not offer the autonomy/price ratio of which the western manufacturers presume They are launching more and more products to the market to rival Elon Musk’s company.

Maybe they are cars smaller or higher consumption But more and more vehicles are in prices of between 25,000 and 30,000 euros that, if you are aware of the needs of the home or the small discomforts they can have on long tripsthey are more than valid for the vast majority of the potential public.

A bomb called “Eye of God”. Beyond European competition, a good part of its economic results are played in China. In that market you live in a continuous price war where Musk’s own company has participated for try to sweep competitors and leave them along the way.

But Byd has launched a bomb: it will offer its autonomous (supervised) driving systems for free in all electric cars, be of the range that is. Its Byd Seagull, its best -selling model because it has a demolition price that to the direct change is below 10,000 euros, it will also have what The company calls “Eye of God”.

I give it to you. The news is especially relevant because Tesla wanted to make automated driving one of her great incentives to sell her cars. But, above all, I thought it could be a new business to exploit with subscriptions and the purchase of functions at a price of thousands of euros.

Giving this system, which is vitaminated with DeepseekByd has launched a missile to the Tesla flotation line invalidating the argument of its autopilot, which So much is costing them to work in ChinaIt is a differential value.

The impact has been such that in the last five days the action of Tesla has fallen almost 60 euros and the decrease has been much more accused in the last two days. At the same time, Byd’s action has not stopped growing. In the last five days more than 20% has been fired and around 22% in what we have been in 2025.

Photo | Bram van Oost and Trevor Cokley

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