President Trump's new tariffs on goods from China and threats of a trade war could benefit Tesla by hurting its competitors more, but the company remains vulnerable if relations with China worsen. Tesla has built self-sufficient supply chains in the US and China, giving it an advantage during trade disputes.
Key Points
Tesla has built self-sufficient supply chains in the US and China, giving it an advantage during trade disputes
The company may benefit from Trump's tariffs by hurting its competitors more
Tesla is vulnerable if relations with China worsen, as it is the company's second-largest market
Pros
Tesla may benefit from Trump's tariffs by hurting its competitors more due to its self-sufficient supply chains in the US and China
Cons
Tesla is vulnerable if relations with China worsen, as it is the company's second-largest market and produces more cars there than anywhere else