10 March 2025

Marketplace: “What’s behind Tesla’s post-election stock slump?”

by Caleigh Wells

It’s only Monday, and already Tesla’s not having a great week. Again.

This isn’t an EV market problem. It’s an Elon Musk problem, said climate economist Gernot Wagner at Columbia Business School.

“What’s happening here, you can probably explain through the politics and the optics,” said Wagner.

Wagner said Tesla stock exploded after the November election because of Elon Musk’s proximity to President Donald Trump.

“That proximity has not turned into Tesla sales, at least not yet, and maybe never,” said Wagner.

So EV drivers are buying other cars.

Quoted in: "What’s behind Tesla’s post-election stock slump?" by Caleigh Wells, Marketplace (10 March 2025).

Co-production as an Economically Feasible Pathway to Economy-Wide Electrification

by Cody E. Finke, Theodore G. Albertson, Ian McKay, Aravindh Rajan, Eric McFarland, Annelise Gill-Wiehl, Daniel M. Kammen, and Gernot Wagner

10 Sep 25

Batterien statt Kraftwerke

Deutschland hat es versäumt, eine konsequente Energiepolitik für die Zukunft zu machen. Stattdessen lähmt eine übervorsichtige Industriepolitik den Wandel. So bleibt man abhängig – von China und den USA.

8 Oct 25

Getting to Greener Steel

Coalbed methane is an underappreciated problem of global steel production. While cutting methane emissions in the steel supply chain will not produce green steel overnight, it could reduce the sector’s emissions by the equivalent of a billion tons of carbon annually, and at little cost.

25 Sep 25