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The global economy faces one of the most tense moments in its history, after the implementation of the new US tariff policies that it has given by amortized World free trade.
The reciprocal tariffs have not only rekindled the fears of a world recessionbut they have also hit some of the world’s most innovative companies hard. Among the main affected: Elon Musk, whose companies will receive a hard blow for the commercial war that the US has started with China and Europe.
Elon Musk doesn’t like tariffs. Elon Musk has expressed clearly its opposition to the new tariffs driven by Donald Trump. During the weekend he proposed a Commercial Agreement of “Zero Tariffs” between the United States and Europe. In addition, Musk shared in x A video by economist Milton Friedman highlighting the benefits of free trade and criticized Peter NavarroTrump’s commercial advisor and main ideologist of Trump’s tariff policies, ensuring that: “Navarro is darker than a sack of bricks.”
According to published The Washington Postthe confrontation between Musk and Navarro has been climbing. Musk has publicly denounced that these policies are harmful, not only for their companies, but also for the American economy in general. These statements show the distancing between Musk and Trump’s government.
Tesla is more than an assembler. The origin of the crossroads between Musk and Navarro were A few statements in which the Economic Advisor of the White House assured that Tesla was little more than a pieces. Tesla is among the companies most affected by tariff policies. According to Nikkei Asiabetween 20% and 25% of the components used in the manufacture of Tesla cars are imported, while 40% of materials related to Electric batteries They come from Chinese suppliers, although these batteries and their cars are manufactured in the US gigafactories.
However, the main stumbling block is not the extra cost of its supply chain for tariffs, but the voltage generated with Chinawhere the brand enjoys A privileged position And Musk had been acting as a mediator bridge. If the Chinese government intensifies its offensive against US commercial interests, the competitiveness of Tesla in front of byd or other manufacturers. “It is important to note that Tesla has not been unscathed from this problem. The impact of tariffs on Tesla remains significant,” public Musk a few days ago.
Space tariffs: its effect in Spacex. Spacex has also felt the coup of tariffs in their meats. Export restrictions from China and Tariffs to China They are being a serious obstacle in the Company’s supply chain. “Tariffs are generating challenges in various facets of Spacex operations, including the costs of the supply chain, international contracts and the regulatory environment,” He pointed outto Forbes Maxime Puteaux, main advisor of the space consultant Novaspace.
This problem could have long -term consequences. On the one hand, they affect Spacex’s ability to comply with international contracts, including those of the Satellite display For Starlink. On the other hand, these increases could slow down and even put development at risk of projects such as Starship, a key piece for future missions to Mars. Musk has warned that this type of commercial policies endangers American technological leadership in strategic sectors such as aerospace.
“There are certain components or elements that are used in the construction of high -tech products such as Spacex that do not have many alternative suppliers, so the risk of concentration is aggravated when costs increase exponentially,” declared to Forbes James Gellert, Executive President of the Raphydrification Supply Chain Analysis Firm
The AI is not fought. The AI does not get rid of the scourge of tariffs, so Xai, the growing company Musk’s artificial intelligence, also faces some problems for tariffs on key components, such as electrical equipment and servers for Your data centers.
This increase in expenses not only affects the competitiveness of the company, but could limit its ability to face international rivals in the field of artificial intelligence, a Sector where China and Europe are advancing quickly.
Collateral damage of tariffs in x. In the commercial war caused by tariff that economists predict.
One of the main sources of X income is advertising. The economic difficulties of companies can make the company suffer much more for The lack of advertisers. In addition, the social network of X is much more exposed to indirect reprisals of the affected countries, which could harden their policies for privacy and data protection, matter that already is being investigated x In Europe, as he published The New York Times.
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Image | Flickr (The White House)
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