Tesla Inc.'s (NASDAQ:TSLA) red-hot energy storage business is suddenly staring down a geopolitical cold front—and President Donald Trump may be at the center of it. With second-quarter earnings set for Wednesday, Wall Street is watching closely to see whether Elon Musk's energy ambitions can withstand a fresh wave of tariff tensions that threaten to hit the battery segment harder than the EV business.
According to Cantor Fitzgerald analyst Andres Sheppard, Tesla's previously sky-high growth expectations are likely due for a haircut as the company reassesses its FY25 outlook. The global trade climate, particularly around China, is weighing heavily, and Musk has already warned that energy storage will feel the brunt more than cars.
