Bloomberg Daybreak: Asia Edition Daybreak Weekend: Tesla Earnings, European Banks, Trump-Albanese Meeting
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Oct 17, 2025 Paul Allen, a Sydney-based Bloomberg journalist, delves into Australia's strategic position in critical minerals and its balancing act between trade with China and security ties with the U.S. He discusses the upcoming meeting between Prime Minister Albanese and President Trump, speculating on potential U.S.-Australia critical minerals deals. Allen also highlights the RBA's cautious stance on inflation and how domestic market dynamics could influence future monetary policy, emphasizing the challenges Australia faces in refining capacity.
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Tax Credit Fueled Tesla's Record Quarter
- Tesla's record EV and battery storage shipments were driven by a $7,500 US tax credit that expired in September.
- Expect near-term slowdown and weaker cash flow as that pull-forward demand fades.
Cheaper Teslas Could Expand Market Share
- Lower-priced Model 3/Y variants could help Tesla gain market share despite tougher conditions.
- Price competition and consolidation across EV makers are likely as subsidies end and many new models compete.
RoboTaxi Is Tesla's Earliest AI Payoff
- Elon Musk will likely emphasize AI and Robotaxi initiatives on Tesla's earnings call.
- Robotaxi may affect the bottom line by 2028, while Optimus humanoid robot remains uncertain and internally focused.