"How Trump’s Tariffs Could Brake EVs But Accelerate Tesla"
"The planned 25 percent tariff on imported automobiles is a gut punch for most electric vehicle makers, whose supply chains are rooted in China." "At the same time as tariffs wound the overall EV market, they could provide a window of opportunity for automakers that already produce EVs and batteries domestically and could beat competitors on price. The most likely winner is Tesla, analysts said, though other automakers could also benefit."