(News Bulletin 247) – The electric vehicle specialist is making significant progress on Wall Street after Bloomberg reported that the Trump administration could create a federal framework to promote the deployment of autonomous vehicles.

Is Elon Musk’s intense campaign in favor of Donald Trump during the American presidential election already bearing fruit? During the night from Sunday to Monday, Bloomberg in any case reported that Donald Trump’s team in charge of managing the transition with that of Joe Biden planned to put in place a federal framework aimed at facilitating the deployment of autonomous vehicles in the states. -United.

Citing sources familiar with the matter, the agency explains that Trump’s team intends to integrate “leaders” into the Transportation Department in charge of this task and that work on this framework is still “at an early stage.”

Currently, there are “significant obstacles for companies that want to launch vehicles without steering wheels or pedals in large quantities, which is what Tesla intends to do,” the agency recalls.

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Tesla once again electrified by Trump

On Wall Street, Tesla, whose CEO is obviously Donald Trump, soars, gaining 7.8% around 5:20 p.m.

The creation of a new federal framework for autonomous vehicles would constitute “a huge step forward in relaxing American rules for autonomous cars and an important tailwind for Tesla’s vision of autonomy and AI by 2025″, judges Dan Ives of Wedbush.

The analyst believes that this press information already shows Musk’s influence with Donald Trump. Above all, Dan Ives estimates that the various autonomous vehicle and artificial intelligence technologies alone can ultimately constitute $1,000 billion in value for Tesla, that is to say almost its entire valuation. current.

Elon Musk had previously judged that autonomous driving constituted the heart of the reactor of Tesla’s market capitalization. “The valuations are sometimes strange. (…) I think that the value of the company depends above all on autonomy,” he estimated in 2023 in Paris.

Since the election of Donald Trump on November 6, Tesla shares have climbed 37%. In addition to the hope of seeing the American president-elect reward Musk’s very vocal support, the markets have integrated another more “Darwinist” element.

Given Trump’s lack of appetite for electric vehicles, investors felt that a market with fewer incentives for households to buy electric vehicles would be more favorable to Tesla. Quite simply because the group would be much less weakened than its competitors by the potential cessation of support for electric vehicles. Which would strengthen its competitive advantage.

“Tesla has unmatched scale and reach in the electric vehicle industry and this dynamic could give Musk and Tesla a clear competitive advantage in a subsidy-free environment for electric vehicles, coupled with likely higher Chinese tariffs that would continue to push back Chinese players from cheaper electric vehicles (BYD, Nio, etc.) to flood the American market in the years to come”, Dan Ives then underlined.