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Why Tesla Is Ditching China-Made Parts by 2027
Manage episode 520267771 series 3605211
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.
215 episodes
Manage episode 520267771 series 3605211
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.
215 episodes
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