Tesla Reportedly Facing Trade Disruption On Cybercab, Semi-Truck Parts From China

A Reuters report, citing an anonymous source, claims Tesla is suspending shipments of Chinese components for Cybercab and Semi production. The decision is reportedly due to escalating tariffs imposed by the U.S., now totaling 145% on Chinese goods. Tesla was prepared for initial tariffs but couldn't absorb the increased costs. The planned shipments were intended for trial production in October and mass production in 2026. Cybercab production was slated for Texas, while Semi production was planned for Nevada. Tesla has been increasing North American sourcing over the past two years in anticipation of tariffs. The specific parts affected are unspecified, but the disruption is impacting production plans. Trade data indicates Tesla receives 40% of shipments from China, with vehicle parts, accessories, and storage batteries being primary imports. Recent shipments from China included coolant tubes, spherical graphite, and lithium-ion batteries. The report raises questions about Tesla's supply chain diversification away from China, particularly for lithium.