Musk's time at the head of the Department of Government Efficiency (DOGE), his support of German far-right politics, and his general online political antagonism have led to a precipitous sales decline across the globe. April saw a nearly 50% drop in Tesla's E.U. sales year over year. The same month saw a 34% increase in overall EV sales in the E.U.

Musk feud faded, Tesla investors were looking forward to the company’s robotaxi launch. But now, there is something else that could roil shares: zero-emission vehicle credits.Shares of the electric-vehicle maker were down 0.

Tesla’s stock was recently right around the price at which it closed the session before a spat between CEO Elon Musk and President Donald Trump culminated in a one-day drop of about $150 billion in Tesla’s market value.