NBER study: Musk’s partisan politics linked to 1.0–1.26M lost U.S. Tesla sales
October 28, 2025000
- Yale economists’ working paper estimates U.S. Tesla sales would have been 67–83% higher (≈1.00–1.26M additional vehicles) Oct-2022 to Apr-2025 absent a “Musk partisan effect”
- Study finds Democratic-leaning buyers shifted to rivals; competitor EV/hybrid sales up ~17–22% due to effect
- California registrations cited down 9.4% for Tesla in Q3; authors link shortfalls to Musk’s overt political actions and donations