The latest supply chain disruption report comes from Reuters, which claims that shipments of Tesla components from China—intended for its Cybercab and Semi—will be suspended. The report, based on a single unnamed source, has not been confirmed by Tesla or Elon Musk on X.
Here's more color on Tesla's trade disruption, as described by the source:
The source continued:
No specific details were provided about which parts from Chinese factories were affected, but the disruption has reportedly thrown Tesla's production plans for the two vehicles set to enter series production near-term into disarray.
According to public trade data compiled by counterparty and supply chain risk intelligence firm Sayari, Tesla receives about 40% of its shipments from China, 36.69% from Mexico, and 11.44% from South Korea. Most of the parts coming from overseas include "Vehicle Parts & Accessories" and "Storage Batteries" according to the trade data.
Tesla's top overseas suppliers:
The latest trade data (as of March 4) shows shipments of "COOLANT TUBES" and "SPHERICAL GRAPHITE" and "LITHIUM ION BATTERIES" departed from China and arrived at U.S. ports.
The countdown begins until Musk denies the Reuters report (this has happened before with other MSM outlets).
So, how will Musk diversify Tesla's supply chains away from China, especially for lithium?
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