The U.S.-China trade dispute and rising geopolitical tensions have caused fluctuations in tariffs, prompting many U.S. companies to reduce their reliance on Chinese suppliers. Following General Motors, Tesla, the major electric vehicle manufacturer, is now pushing for a full “de-China” shift in its supply chain. Experts believe the U.S. is preparing for a deeper economic decoupling, which will have a structural impact on China’s economy.
On November 15, The Wall Street Journal reported that Tesla has instructed its suppliers not to use Chinese-made components in its U.S.-made vehicles. The company plans to replace all Chinese-sourced materials within the next one to two years.
Sources say Tesla made the decision earlier this year to stop using Chinese parts in its U.S.-made vehicles.
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