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The electric car market is squeezed. And the brand that has made the most popularize technology faces an uncertain future. The risk of Tesla staying behind begins to be evident without a 25,000 euros car in its range. It was the opportunity to open market but something has had to happen within the company so that we do not see a product that promised to be groundbreaking when everything was in its favor.
A promise that is no longer clear if it is a promise. We are five years listening to the car of the $ 25,000 of Tesla. The first time the company put a price and date to the concept was in the Battery Day of 2020. Then the company said we should see the project materialized in 2023.
Like so many other promises of the company, this did not happen. And it’s not just that it didn’t happen. Last year, taking advantage of the presentation of its short -term robotaxis project, Elon Musk himself came to qualify that $ 25,000 car as “Absurd idea”.
More necessary than ever. The company’s performance has lived in a roller coaster in recent months. Donald Trump’s election as the new president of the United States fired optimism among investors Given Musk’s approach to the new executive. Since the start of the year, performance has been deflated to place in pre-elections.
In that growth and subsequent puncture there is a lot of Cult stock but also of bad results. 2024 was, after many years, the first year in which Tesla did not grow And the first months of 2025 are being really bad. As hope, the renewal of a Tesla Model and which should be felt in registration records as of this March.
But, in addition, Tesla is seeing how the rivals squeeze. The last to join has been Mazda with its first big electric carlarger than the Tesla Model 3 But rivaling in price. It is not the only case, useful electric cars For day to day and long trips for 30,000 euros They also begin to emerge. And all before the arrival of Toyota.
China, a symptom. Of the concerns within the company, its plans in China tell us a lot. The country was first to receive the renewal of Tesla Model Y. In the most competitive market for the electric car, the renewal was essential. Byd’s response has been ambitious shortly after: give away your driving aid systems.
The movement is a missile to Tesla that until a few months ago He had not achieved permits to continue improving his functions of driving aid in the country. Of course, it is an argument of sale in front of a more expensive car and that lacks smaller options. That is, it does not have a proposal where they are Great sales of the Chinese market.
In Tesla’s bosom they must be more than aware of the problem and, in fact, in Reuters They ensure that the company prepares a cut version of Tesla Model and current. It should be at least 20% less expensive to produce. Later he would arrive in the United States and Europe, according to the sources of the news agency.
Something broke. But what happened for Tesla to “abandon” the car of the 25,000 euros? It is difficult to believe that the company has taken a radical turn in its proposal simply by Elon Musk’s designs. In fact, there was already investors who questioned the change strategy when the project was announced Tesla Cybercab.
In recent years, Tesla said she had solid bases to think she could reduce production by 50% of their cars. The idea was to make the electric car a kind of small puzzle. But the greater the Gigacasting That so many benefits has given the company, it is more complicated to create the first mother piece. A problem that had been entrenched, according to Reuters.
And to this we must add that Tesla does not get the expected economic performance in its 4680 batteries. They were the great promise to lower the electric car and approach the desired $ 25,000 but The results are not being expected. In fact, a group of researchers have evaluated these batteries by confronting them with those of ByD and ensure that Those of the Chinese manufacturer are much cheaper to produce.
A thread of hope. As we say, it seems difficult to think that the company has completely abandoned a project that needs irremediably to aspire to be the manufacturer of Dozens of millions of cars which (assures) aspires to be.
The appearance of a Tesla Model and trimmed for China is one of those symptoms. But, in addition, rumors have consistency because at the end of 2024 The Wall Street Journal He also claimed that the company is determined to launch a smaller SUV than Model and, although it would not reach the long -awaited border.
Therefore, it seems not so much that Tesla does not want to launch an electric car of $ 25,000. Everything indicates that it cannot. The productive processes that sought to save a very high percentage of the costs seem to be struck but the intention to continue offering new more affordable models does seem to be present within the company.
Photo | Tesla
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