🇺🇸 TESLA BATTERIES GO 100% MADE IN AMERICA—AND TRUMP’S TARIFFS BARELY TOUCH THEM
Tesla just confirmed every Model 3 and Model Y delivered in the U.S. now runs on 100% American-built battery packs.
Elon locked in vertical integration long before tariffs were back on the… https://t.co/FpLP4aN0Ot pic.twitter.com/sz20w25zAi
— Mario Nawfal (@MarioNawfal) April 24, 2025
Tariffs were meant to sting. That was the point. A sharp correction. A return to domestic roots. A punishment for those who sent their factories overseas and became addicted to cheap labor and foreign metals. But here’s the twist. Tesla is already home. The tariffs do not touch them because there is nothing to tax. No imported battery cells. No foreign cathodes. No reliance on materials traveling across oceans.
When the Trump administration reimposed auto tariffs and cracked down on foreign supply chains, panic spread across the auto industry. Executives scrambled. Boards met behind closed doors. The cost of doing business just went up for anyone not producing on American soil.
For Tesla, it was business as usual.
That is not luck. It is design. Years ago, Musk saw what was coming. Supply chain fragility. Geopolitical risk. The reshoring of manufacturing. He did not wait for a crisis. He built a wall of steel and lithium around his operation, long before the rest of the industry read the signs.
Tesla’s batteries dodge tariffs because there is nothing foreign left to tax. Every ounce of lithium. Every gram of nickel. Every bolt, connector, and chemical process happens here. In Nevada. In Texas. In California. In states with factories, not ports. What used to be global is now local.
And the timing could not be sharper. With new rules tying EV tax credits to domestic sourcing, Tesla qualifies across the board. Other automakers are disqualified or waiting on waivers. Tesla is already inside the gate.
This is not just about batteries. It is about survival.
Tariffs are no longer a footnote. They are a dividing line. On one side are companies vulnerable to each new round of political chess moves. On the other side stands Tesla, unaffected, unfazed, and accelerating.
Sources:
https://www.teslarati.com/tesla-model-y-model-3-100-percent-us-built-battery-packs/
https://elonbuzz.com/tesla-units-delivered-in-america-have-100-made-in-the-usa-battery-packs/