Overview
- The Wall Street Journal reports Tesla has told suppliers to exclude China-made components from vehicles built for the U.S. market.
- People familiar say some parts have already been swapped and the company aims to complete the switch in one to two years.
- Executives cite tariff volatility and trade risks that have muddled pricing plans after two years of increasing North American sourcing.
- General Motors this week issued a similar directive to thousands of suppliers to strip China-origin parts from their supply chains.
- Industry data show Tesla’s China-made EV sales fell 9.9% in October to 61,497, with Shanghai output down 32.3% from September.