Tesla now faces headwinds from the president Musk helped elect. Trump, a frequent EV critic, has called for scrapping EV subsidies and policies that have added billions of dollars to Tesla’s bottom line. Musk has dismissed the impact on Tesla of losing subsidies, saying rivals would suffer more.

That dominance, counterintuitively, might become a problem for Elon Musk’s rocket company. President Donald Trump, Ukraine, and Russia could provide the spark for new competition. “In recent weeks, there appears to be a potentially tectonic shift occurring in the satcom landscape ignited by geopolitics,