CleanTechnica•about 1 month ago
Tesla To Phase Out Chinese Made Parts For US Cars Within Two Years
Key Takeaway
Tesla's push to de-Sinicize its supply chain for US cars highlights a growing trend of geopolitical influence on manufacturing and supply chain resilience, impacting equipment costs, availability, and potential industrial load growth for power developers and large consumers.
AI Summary
- •Tesla is requiring its suppliers to phase out Chinese-made parts from components for US-bound vehicles within two years, signaling a significant supply chain shift.
- •This action aligns with broader industry trends towards 'friend-shoring' or reshoring manufacturing, driven by geopolitical considerations and government incentives like the Inflation Reduction Act (IRA).
- •For developers and large power consumers, this indicates potential changes in equipment costs and availability due to supply chain diversification, and could lead to new industrial load growth in regions benefiting from domestic manufacturing expansion.
- •The automotive sector's supply chain adjustments may foreshadow similar pressures or opportunities in other critical infrastructure components, including those used in power generation, storage, and large industrial facilities.
Topics
datacenteriraoempolicy
Article Content
Tesla has begun asking its suppliers to remove Chinese made parts from the components they sell to the company. The post Tesla To Phase Out Chinese Made Parts For US Cars Within Two Years appeared first on CleanTechnica .