https://insideevs.com/news/720126/tesla-model-3-tariff-batteries/
A higher tariff on EV battery imports will make Tesla’s cheapest car, the Model 3 RWD, more expensive to produce.
Tesla makes the U.S.-spec $38,990 Model 3 RWD in California using battery cells from CATL, one of China’s biggest producers of EV batteries.
Tesla will need to either eat the higher costs, find a new battery supplier or deprioritize the entry-level Model 3
It’s not immediately clear if any other U.S.-made EVs would be vulnerable to battery tariffs like the Model 3 RWD is. It may be the only one. The Model 3 Long Range has significant Chinese content (40% of its value, according to U.S. government records) and doesn’t qualify for the EV tax credit. However, the independent Tesla researcher Troy Teslike tells InsideEVs that its batteries are made in South Korea with Chinese components.