Tesla (TSLA) CFO says Big Beautiful Bill will impact supply and deliveries of vehicles in Q3 2025

After Tesla released their Q2 2025 earnings report, there was a conference call where the executives talked about the results. On this call, the Chief Financial Officer, Vaibhav Taneja, said that Donald Trump’s Big Beautiful Bill will likely cause issues with supply and vehicle delivery in the next quarter, which seems to be causing the stock to adjust accordingly.

During Tesla’s Q2 2025 earnings conference call, Vaibhav Taneja stated Trump’s contentious Big Beautiful Bill had caused a sudden shift, resulting in a shortage of vehicles available for sale in the U.S. this quarter. Consequently, he noted that it might be impossible to honor delivery orders placed from late August onwards.

The drop in Tesla’s stock price during Taneja’s earnings call remarks sparked worry among shareholders. In a matter of moments, the stock fell to a low of $317 per share due to increasing doubts about Tesla’s financial capabilities for the upcoming quarter.

Trump’s “Big Beautiful Bill” intends to phase out tax incentives for electric vehicles, a move that might negatively affect companies such as Tesla. We’ll soon discover the extent of this influence on Tesla’s operations in the coming quarters.

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2025-07-24 01:58