CleanTechnica•7 months ago
Tesla To Phase Out Chinese Made Parts For US Cars Within Two Years
- •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.
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