Part 5/15:
Meanwhile, a more systemic challenge emerged with the announcement that a 25% tariff would be applied to all Canadian and Mexican imports starting the following day. Although Tesla vehicles are highly assembled in America, some parts sourced from abroad mean that these tariffs will still impact Tesla’s supply chain. Interestingly, the tariffs may benefit Tesla in the long run since many traditional auto manufacturers rely more heavily on foreign parts, which means their costs will rise more sharply. Thus, these tariffs could give Tesla a relative advantage over competitors—despite short-term headwinds.