https://insideevs.com/news/779222/byd-europe-double-dealer-network/
Tesla has reportedly given marching orders to its supply partners, instructing them to ditch Chinese-made components if the parts are headed to the U.S.
According to new reports, Tesla has already been working to change its sourcing for parts that will be installed in U.S.-bound vehicles. The automaker is said to be aiming a complete exodus of made-in-China parts “in the next year or two” in order to ward off continued roller-coaster-like trade disputes between the U.S. and China.
General Motors gave its suppliers the same demand. But why the sudden anti-China pivot? Well, if for no other reason, the U.S. has established a stance on tariffs that reads about as predictable as a weather pattern.
This has made it difficult for automakers to price out vehicle programs in the long term. It becomes more stable for brands to build at home—even if that means spending a bit more up front.