Tesla Q2 deliveries are expected to drop 13% year-on-year to 387,000 units, per FactSet, as political drama and global competition mount. A Musk-Trump feud over EV subsidies adds pressure, with threats to Tesla's $11.8 billion credit gains. China and EU sales are weakening, and a miss would mark the 4th straight shortfall. Musk hopes the robotaxi hype will offset the bearish tide.