Tesla set for a $1 billion windfall in Europe after rivals fail to sell enough EVs

Elon Musk opens Tesla's gigafactory outside Berlin, Germany.

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• Tesla might be about to make a huge windfall off its rivals failing to sell enough EVs.
• The US automaker is banding together with rivals like Ford and Toyota to help them meet tough new European emissions rules.
• UBS analysts estimated the move could net Tesla $1 billion in compensation.

Tesla might be about to make a huge windfall on electric cars its rivals aren't selling.