Tesla Shifts Supply Chain Away from Chinese Auto Parts Amid Trade Tensions
Tesla has instructed suppliers to exclude China-made components from U.S.-manufactured vehicles, reflecting broader concerns over escalating U.S.-China trade tensions. The MOVE aligns with similar directives from General Motors and Stellantis, as automakers navigate shifting tariff policies and geopolitical risks.
Elon Musk's push to diversify supply chains toward other Asian nations and domestic production underscores efforts to mitigate disruptions and maintain eligibility for EV tax credits. Trade policy volatility continues to challenge pricing strategies across the industry.