Part 4/8:
The Impact on Supply Chains
Lars Moravy, a top Tesla executive, emphasized how Tesla's supply chain design has placed the company in a favorable position to weather these new tariffs. This strategic planning involves producing vehicles where they are sold, significantly mitigating the adverse effects of tariffs. Analysts predict that some foreign manufacturers may not adapt quickly enough to survive in this altered landscape.
One major unknown remains: how the tariffs will be applied to vehicles with significant foreign parts. It is conceivable that cars assembled in the U.S. with more than 75% U.S.-sourced parts could avoid tariffs altogether. However, until official guidelines are clarified, uncertainty looms over the exact effects.