Tesla Rejects Chinese Auto Parts Due to Tariffs and Geopolitical Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 17 2025
0mins
Should l Buy GM?
Source: TipRanks
Tesla's Supplier Shift: Tesla has instructed suppliers to stop using China-made auto parts for U.S. vehicles, reflecting concerns over U.S.-China trade tensions and aligning with similar actions from other automakers like GM and Stellantis.
Diversifying Supply Chain: The company is diversifying its supply chain by moving production to regions like Mexico and Southeast Asia, while also developing domestic lithium-iron phosphate (LFP) battery production to mitigate risks associated with tariffs and tax credits.
Impact on Production and Costs: This shift may enhance supply chain stability and tax credit eligibility, but could lead to increased costs in the short term until local production ramps up, particularly affecting the pricing and availability of Tesla's Model 3 and Model Y.
Market Outlook: Analysts express caution regarding Tesla's long-term outlook due to declining EV sales and competition, with TSLA stock currently holding a Hold consensus rating and a price target suggesting potential downside.
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Analyst Views on GM
Wall Street analysts forecast GM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GM is 82.06 USD with a low forecast of 48.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
16 Buy
1 Hold
1 Sell
Strong Buy
Current: 80.680
Low
48.00
Averages
82.06
High
100.00
Current: 80.680
Low
48.00
Averages
82.06
High
100.00
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI, Cruise and GM Financial. Its GM North America (GMNA) and GM International (GMI) develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company provides automotive financing services through its General Motors Financial Company, Inc. (GM Financial) segment. Its Cruise segment is engaged in the development and commercialization of autonomous vehicle technology. Its software-enabled services and subscriptions, including OnStar, its advanced driver-assistance systems (ADAS), including Super Cruise driver assistance technology, and its end-to-end software platform. The Company is also focused on investing in electric vehicles (EVs) and AVs, software-enabled services and subscriptions and new business opportunities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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