Trump’s new tariffs rattle supply chains, but China’s EV firms aren’t blinking

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Trump’s new tariffs rattle supply chains, but China’s EV firms aren’t blinking - KrASIA

Quick Summary:

With contingency plans and supplier alternatives lined up, Chinese automakers appear ready for the turbulence.

Sensing an imminent return of the former president’s trade war tactics, Tesla began mobilizing its Chinese suppliers to diversify production into Southeast Asia and other regions, preparing for a looming wave of tariffs.

In the week of US President Donald Trump’s reelection in November 2024, Tesla’s vice president of vehicle engineering, Lars Moravy, led a team to visit the company’s supply chain partners across China.