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China’s EV parts could be in Tesla’s crosshairs – is a total ‘de-risk’ feasible?




Tesla’s reported plan to stop using Chinese-made components in US-built cars aligns with a “significant strategy” in national industrial policy, with some American giants seeking to “completely de-risk” supply chains amid an increasingly tense geopolitical climate, an automotive executive said.
Curt Hopkins, CEO of automotive investment platform MCQ Markets in Miami, said Tesla appeared to be “developing a completely dual strategy, where in the US they’re going to de-China, diversify and make…



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