Tesla is now mandating that its vehicles manufactured in the U.S. be constructed without components sourced from China: TDS.

Tesla is now mandating that its vehicles manufactured in the U.S. be constructed without components sourced from China: TDS.

      Tesla Cybertruck electric vehicles are parked in a storage facility in San Diego, California, as of April 11, 2025. Patrick T. Fallon/AFP via Getty Images

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      Good morning and welcome to The Downshift, or TDS for short.

      Concise and efficient, TDS compiles the newest automotive updates from around the world in one place. Each story is briefly summarized in a single, occasionally lengthy sentence, along with a link for those wanting further details.

      🚨 Just a reminder that I’m in Los Angeles this week for the 2026 World Car of the Year awards testing, the 2025 LA Auto Show, and to spend some time with Volvo. This is why TDS may be a bit later than usual this week.

      I’m currently enjoying my first cup of coffee on this chilly, rainy Monday in LA. Let’s dive in.

      🚘 What I'm driving: The 2025 Jeep Wagoneer S was left back in Minneapolis, and I've taken the keys to a 2026 Cadillac Vistiq Sport for the week here in LA, with initial impressions being extremely positive.

      🇺🇸 Tesla has begun requiring its suppliers to eliminate components sourced from China for its U.S.-manufactured vehicles, citing geopolitical issues and tariff expenses.

      🤔 Toyota CEO Akio Toyoda enthusiastically showcased a MAGA-themed event while driving an F-150 in Japan, donning a Trump-Vance MAGA shirt and hat during a NASCAR presentation.

      💸 Jaguar Land Rover has reported a nearly $750 million quarterly loss, largely attributed to a severe cyberattack that entirely halted production, a significant contrast to the $375 million profit seen during the same period last year.

      🚙 Audi is reportedly aiming to produce a competitor to the Land Rover Defender in the U.S. using the Scout platform and an extended-range electric powertrain.

      📈 Mitsubishi has committed to revitalizing its U.S. sales with a "strategic shift" in its product strategy.

      🚗 TVR is making a comeback with plans for a new V8 sports car as well as an electric vehicle.

      🏢 Ford has given a glimpse inside its new global headquarters, symbolizing a new chapter after 70 years in the Glass House.

      🔵 BMW is reintroducing some vintage colors for a special edition M340i.

      🏁 While the road car is discontinued, the Camaro ZL1 returns for another season of NASCAR.

      Have thoughts on the formatting of TDS? Reach out to us at: [email protected]

Tesla is now mandating that its vehicles manufactured in the U.S. be constructed without components sourced from China: TDS.

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Tesla is now mandating that its vehicles manufactured in the U.S. be constructed without components sourced from China: TDS.

The change in supply-chain strategy is being prompted by geopolitical issues and tariff risks.