特斯拉欧盟碳排放池痛失丰田与斯特兰蒂斯两大盟友，数十亿欧元碳积分交易化为泡影
Toyota and Stellantis are both withdrawing from Tesla’s European CO2 emissions pool for 2026, according to new EU filings. The two automakers were among the largest paying members of the pool.
The move is the latest blow to Tesla’s regulatory credit revenue, which has already been shrinking globally after the US eliminated its own emission credit market last year.
more…⚠️ 风险分析 中
摘要：丰田与斯特兰蒂斯退出特斯拉欧盟碳排放池，重创其碳积分收入。
影响：特斯拉在欧洲的重要合规收入来源将大幅萎缩，影响其整体盈利模式，尤其是在美国市场已失去类似收入后。
建议：特斯拉需寻求新盟友或调整合规策略，以应对欧盟碳排放法规并稳定收入。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.