Episode Details

Tesla is preparing for one of the biggest strategic pivots in its history: removing China-made components from its U.S.-assembled EVs by 2027. In this episode, Joel breaks down what’s driving the shift, how it affects Tesla’s batteries, pricing, tax-credit eligibility, and why this move could reshape global EV manufacturing. We also explore what this means for Mexico, India, and the U.S. supply chain — and how rivals like GM, Ford, and Rivian may be forced to respond.

Whether you're an EV enthusiast, a Tesla watcher, or just curious about the geopolitics behind electric vehicles, this episode delivers the context you need to stay ahead of the curve.