California doesn’t need Elon Musk (except when it does)

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California doesn’t need Elon Musk (except when it does)
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Tesla is losing Democrats, but other EV automakers are picking up the slack.

California may be able to meet its EV sales goals without Tesla, but it’s leaning on the company for its Superchargers. | California Office of the GovernorIt’s been a rough six months for Tesla, which has steadily watched its hold on the electric vehicle market erode amid declining sales. Add the Wall Street Journal’sBut the company’s struggles point to an emerging reality: EVs are becoming Elon Musk-proof.

To be sure, Tesla still makes up more than half of the EV market, in California and nationally. But its share is dropping fast. Teslas have gone from 61 percent of California EV sales in 2022 to 51 percent in 2023. Nationwide, the share is slightly higher: 65 percent in 2022 and 55 percent last year.

“Don’t make EVs political if you want them to succeed with the consumer,” Alexander Edwards, president of polling firm Strategic Visions, said in an email.

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