Part 3/12:
This development is pivotal for Tesla, which faces tariffs on critical components like batteries imported from China. With batteries integral to Tesla's energy storage solutions, including Mega Packs, reduced tariffs mean improved profit margins and smoother operations in China—one of Tesla's most vital markets. Furthermore, a thaw in US-China relations lowers hostility, paving the way for Tesla's FSD (Full Self-Driving) deployment in China to accelerate, potentially surpassing expectations.