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Why Tesla Is Ditching China-Made Parts by 2027

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Manage episode 520267771 series 3605211
Content provided by EV Geek Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EV Geek Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tesla is preparing for one of the biggest strategic pivots in its history: removing China-made components from its U.S.-assembled EVs by 2027. In this episode, Joel breaks down what’s driving the shift, how it affects Tesla’s batteries, pricing, tax-credit eligibility, and why this move could reshape global EV manufacturing. We also explore what this means for Mexico, India, and the U.S. supply chain — and how rivals like GM, Ford, and Rivian may be forced to respond.

Whether you're an EV enthusiast, a Tesla watcher, or just curious about the geopolitics behind electric vehicles, this episode delivers the context you need to stay ahead of the curve.

  continue reading

215 episodes

Artwork
iconShare
 
Manage episode 520267771 series 3605211
Content provided by EV Geek Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EV Geek Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tesla is preparing for one of the biggest strategic pivots in its history: removing China-made components from its U.S.-assembled EVs by 2027. In this episode, Joel breaks down what’s driving the shift, how it affects Tesla’s batteries, pricing, tax-credit eligibility, and why this move could reshape global EV manufacturing. We also explore what this means for Mexico, India, and the U.S. supply chain — and how rivals like GM, Ford, and Rivian may be forced to respond.

Whether you're an EV enthusiast, a Tesla watcher, or just curious about the geopolitics behind electric vehicles, this episode delivers the context you need to stay ahead of the curve.

  continue reading

215 episodes

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