Tesla has reportedly stopped its plans to import components from China for its forthcoming Cybercab and Tesla Semi models. The change comes as import tariffs have escalated dramatically to 145%, largely due to the ongoing trade war initiated by the Trump administration. Initially, Tesla was willing to absorb the earlier 34% tariffs but has now halted shipments, impacting its timelines for trial production and mass production planned for 2026. Uncertainty remains on whether Tesla will seek alternative sourcing or wait for potential tariff reductions.
Tesla has suspended plans to import parts from China for its upcoming Cybercab and Semi due to the substantial 145% import tariff imposed amid the trade war.
Tesla was prepared to handle the initial 34% tariff on imports from China, but with the escalation to 145%, the company is reassessing its supply chain strategy.
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