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Study Links Musk’s Politics to Falling U.S. EV Demand

The peer-reviewed research links growing liberal disaffection with Elon Musk to a broad drop in electric vehicle interest just before key federal tax incentives lapse

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Tesla CEO Elon Musk gestures as he arrives to visit the construction site of the future US electric car giant Tesla, on September 03, 2020 in Gruenheide near Berlin. - Tesla builds a compound at the site in Gruenheide in Brandenburg for its first European "Gigafactory" near Berlin. (Photo by Odd ANDERSEN / AFP) (Photo by ODD ANDERSEN/AFP via Getty Images)
Tesla Cybertruck unveiling event. Photo by CleanTechnica.
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Overview

  • The Nature journal study led by Williams College psychologist Alexandra Flores tracked U.S. consumer sentiments from 2023 through March 2025 across five surveys.
  • By the latest survey, liberal voters’ intentions to purchase any electric vehicle had slipped into negative territory, marking the first such decline since polling began.
  • Researchers warn of a “Tesla backlash effect” in which negative perceptions of Musk’s political alignment have tarnished views of the entire EV market.
  • Tesla reported a 12 percent year-over-year decline in U.S. sales in Q2 2025 and recorded a seventh consecutive quarterly drop in California registrations.
  • Overall U.S. EV sales dipped year-on-year through July, and industry projections forecast further slowdown after up to $7,500 in federal tax credits expire on September 30.