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Toyota, Stellantis Exit Tesla's CO2 Pool, Revenue Drops

3/4/2026

23 2 Full Breakdown

Summary

Story summary

Toyota Motor Corporation and Stellantis N.V. withdraw from Tesla's European CO2 emissions pool for 2026.
Tesla's regulatory credit revenue declined from $2.76 billion in 2024 to about $2.0 billion in 2025.
The decline follows the elimination of the US emission credit market and reduced pooling urgency in Europe.
Stellantis N.V. plans a separate pool with Leapmotor, which has rapidly increased its European presence.

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Story summary

Toyota Motor Corporation and Stellantis N.V. withdraw from Tesla's European CO2 emissions pool for 2026.
Tesla's regulatory credit revenue declined from $2.76 billion in 2024 to about $2.0 billion in 2025.
The decline follows the elimination of the US emission credit market and reduced pooling urgency in Europe.
Stellantis N.V. plans a separate pool with Leapmotor, which has rapidly increased its European presence.