Geopolitics Alpha

Tesla energy revenue drops 16% as it refunds customers over tariffs

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Tesla energy revenue drops 16% as it refunds customers over tariffs Electrek

Directly affected

  • TSLA Tesla

    Named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TSLA———————
XLE———————
USO———————
XOM———————
CVX———————
AAPL———————
NKE———————
OXY———————
COP———————
SLB———————
GLD———————

Tesla energy revenue drops 16% as it refunds customers over tariffs Electrek

Source: Electrek

This story

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