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This move marks a significant relief, especially given that many critical components—like batteries and semiconductors—have historically been imported from China. Although batteries, particularly those used in Tesla’s energy storage products, remain a concern, the exemption reduces costs and import barriers, facilitating smoother US manufacturing.
The Impact on Tesla and the Auto Sector
While the focus on auto tariffs and parts tariffs remains, recent statements from officials suggest a potential easing or exemption for finished vehicles and certain automotive parts. This could lead to lower costs for Tesla and other automakers, accelerating production and reducing prices.