All BEV sales, not just Tesla, are tanking, at least in the USA. Ford and and others have retreated on their plans as well. Tesla may be worse off because of Musk's extracurricular antics but BEVs are not selling well.
In the US, which is due to policy, which is temporary. The rest of the world remains very hungry for affordable electric vehicles [1], which only China seems interested in producing at scale. Once that manufacturing capacity and distribution systems are spun up (BYD has its own car carrier for exports, the BYD Shenzhen, for example [2]), it will remain in production. "Can Tesla survive until regime change?" is an important question for those with economic exposure to it. Ironically, its peril is entirely self inflicted.
> BYD announced in 2022 its plans to launch a fleet of car carriers to build what it calls a “maritime bridge” to support its global sales growth and supply chain. The company said it would invest about $687 million to develop a fleet of eight car carriers. The first of the vessels, BYD Explorer No. 1 was delivered in January 2024 followed by BYD Changzhou in December 2024, and BYD Hefei, which was the company’s first owned PCTC. Each of the first three vessels has a capacity of 7,000 units. [My note: current BYD vertical integration marine fleet capacity is ~30k units when including the Shenzhen vessel mentioned above, but does not include capacity through third party charters]
