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![x_times_1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1211415009449799681.png) X_times_1 [@x_times_1](/creator/twitter/x_times_1) on x 5198 followers
Created: 2025-07-24 10:49:00 UTC

$eose is the answer 

Tesla’s 10Q filing highlights that new U.S. tariffs, set to increase Section XXX rates on lithium-ion batteries from XXX% to XX% by January 2026, will disproportionately affect its energy storage and generation business, potentially raising costs and slowing deployment, as noted in a 2024 Fluence Energy analysis.
The company’s planned $X billion capital expenditure in 2025, exceeding prior estimates of $XX billion for 2026-2027 per Reuters, suggests a strategic shift toward scaling energy storage amid tariff pressures, supported by stronger-than-expected Q2 2025 Energy business profitability reported by Baird.
Recent economic data indicates global supply chain disruptions from tariffs could reduce energy storage growth by 10-15% annually, per a 2023 International Energy Agency study, challenging Tesla’s ability to maintain cost competitiveness without domestic production advances.


XXXXX engagements

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**Related Topics**
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[tariffs](/topic/tariffs)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)
[$flnc](/topic/$flnc)

[Post Link](https://x.com/x_times_1/status/1948334593418883261)