Overview
- The Wall Street Journal reported that Tesla instructed suppliers to avoid China-made components for vehicles built in the United States.
- People familiar with the matter said some parts have already been replaced and the remaining switches are planned over the next one to two years.
- Reuters said it could not immediately verify the report and noted Tesla did not respond to a request for comment outside regular hours.
- Executives have grappled with fluctuating U.S.–China tariffs that complicate pricing, and Tesla has been increasing North American sourcing for two years.
- China Passenger Car Association data show October sales of China-made Teslas fell 9.9% year over year and Shanghai output and exports dropped 32.3% from September, as General Motors separately asked thousands of suppliers to remove China content.