Anger over Elon Musk’s role in the Trump administration is creating opportunities for EV automakers like Rivian, which has a factory in Normal, Illinois.

Tesla Inc. is facing increasing scrutiny as it approaches its self-imposed deadline. This June, the company hopes to roll out its driverless ride-hailing service in Austin, Texas. This much-expected milestone comes as the company’s stock value has recently crashed.

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.