President Trump says the tariffs will encourage investment in U.S. factories, but analysts say car buyers will have to pay thousands more.

© Saul Martinez for The New York Times

Mr. Musk’s involvement in right-wing politics contributed to a 13% drop in deliveries in the first quarter, including steep declines in E.V.-friendly places like Norway.

© David B. Torch for The New York Times

Sales of cars picked up recently partly as buyers rushed to lock in deals before President Trump’s 25 percent tariffs on cars and auto parts go into effect.

© Brett Carlsen for The New York Times

The electric car company led by Elon Musk builds all the cars it sells in the United States in California and Texas, shielding it from tariffs that could devastate competitors.