My speculations:
Tax payers will eventually get tired of subsidizing their neighbors transportation.
Unless the US builds a bunch of nuclear power plants, electric cars will be realized as the expensive, inefficient, polluting vehicles they really are.
Tesla bonds will be become worth 25% of their bought price, and the stock will continue it's downward trend until it hits a price that a major auto manufacturer finds it profitable to buy Tesla's plants and equipment, probably about $30 per share.