Tesla Is Bracing For Its Hardest Earnings Call In Years

Plus, Tesla faces a red alert moment if Musk doesn't retreat from Washington and VW negotiates tariff terms with Trump.

Tesla is facing perhaps its most pivotal moment in recent history. The automaker's sales are slipping, investor confidence is dwindling and political pressure coming from within has stained the automaker's reputation. With its first earnings call of the year coming today, Tesla has a lot to answer for. I hope everyone has their popcorn ready.

Welcome back to Critical Materials, your daily roundup for all things electric and tech in the automotive space. Today, Tesla is expected to face one of its most difficult earnings calls in years, investors are calling for Musk to return from Washington in Tesla's "code red" moment and Volkswagen is reportedly negotiating tariff terms with Trump's team. Let's jump in.

30%: Brace For Tesla Earnings Day

Today is Tesla's quarterly earnings call, which means that Tesla investors, fans, and those with a bone to pick will all tune into Tesla's livestream once Wall Street closes trading to see just how Tesla performed for the quarter. And if it's anything like analysts have predicted, Tesla could be publishing some rather unpleasant numbers this afternoon.

For the first time since Tesla became profitable, it reported a year-over-year delivery decline. It's not a paper cut, either. In fact, the brand's global volume is down 13% YOY at a time when EV sales in the U.S. alone a...
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