The election of Donald Trump has stoked optimism on Wall Street, where his business-friendly agenda is expected to juice economic growth and loosen regulations. Electric vehicle makers, however, face a hazier outlook than most other businesses.

A Trump agenda dead set on slowing EV adoption could be a disaster not just for Tesla but also for every other US automaker, too. Throw in Trump’s controversial tariff plan, and well… you have a political and economic mess of unprecedented proportions that could shape the auto industry in America for years to come.