X @Herbert Ong

Supply Chain Strategy - Tesla is cutting all China-made parts from U S cars to avoid unpredictable tariffs and supply risks [1] - The move is a response to COVID supply disruptions and rising US-China tensions [1] - Tesla plans to remove all China-made parts within 1-2 years [1] Battery Production - LFP batteries from CATL were especially hard to replace [1] - Tesla is building LFP batteries in the U S, with production in Nevada starting in early 2026 [1] Stock Information - The report mentions Tesla's stock ticker: $TSLA [2]