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What President Trump's new tariffs mean for climate tech [Los Angeles Times (CA)]
Last tesla, inc. earnings: 4/29 04:11 pm
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US:NASDAQ Investor Relations: ir.tesla.com
The Supreme Court's recent decision to strike down President Trump's global tariffs is shaking up the climate tech trade. The Feb. 20 ruling is good news for companies like Tesla Inc., which have seen production costs soar since last spring. In the third quarter of 2025 alone, the tariff costs to the battery part of its business stood at roughly $200 million, the company said in its October earnings call. China, whose exporters face lower trade barriers, will benefit as well. But the relief could be short-lived as the administration threatens to use other policy tools to rebuild its tariff regime. Trump announced plans for a 15% global levy using a different mechanism in the wake of the court's ruling. It rolled out that effort Tuesday, setting an initial 10% rate. These twists and turns are adding to the uncertainty facing clean tech companies. While the exact impact of the policy changes will take time to sort out and the rates could change, here is what we know about what th
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