花 300 亿采购 LG ，特斯拉凭啥不买中国电池了？

Group 1 - Tesla signed a $4.3 billion battery supply agreement with LGES, indicating strong financial capability [1] - The decision to partner with LGES instead of Chinese battery suppliers is likely influenced by U.S. tariffs aimed at reducing reliance on Chinese lithium iron phosphate batteries [4][6] - U.S. tariffs have increased Tesla's costs by $300 million, particularly impacting its energy business due to reliance on imported batteries from China [6][9] Group 2 - The U.S. tariff structure includes a total of 40.9% on imported storage batteries from China, which has prompted Tesla to seek local suppliers [9][16] - Despite the shift to LGES, Tesla may still rely on key materials sourced from China, as processing of essential minerals predominantly occurs there [13][15] - The choice of LGES allows Tesla to avoid direct tariff issues while still indirectly sourcing materials from China [15][16] Group 3 - Tesla's strategy reflects a broader trend of moving towards localized production in response to tariff pressures, moving away from a global supply chain model [16][25] - The U.S. has recognized that existing trade agreements may not effectively promote domestic manufacturing, leading to increased scrutiny and potential tax implications for foreign suppliers [22][26] - Chinese suppliers face significant challenges in establishing operations in the U.S. due to regulatory hurdles and the need for compliance with U.S. laws [26][29]