Tesla loses Toyota and Stellantis from its EU CO2 pool, taking billions with them

Toyota and Stellantis are both withdrawing from Tesla’s European CO2 emissions pool for 2026, according to new EU filings. The two automakers were among the largest paying members of the pool.

The move is the latest blow to Tesla’s regulatory credit revenue, which has already been shrinking globally after the US eliminated its own emission credit market last year.

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