- Tesla plans to start shipping parts from China to the US for the production of Cybercab and Semi trucks from the end of this month, Reuters reported.
- The move suggests that the de-escalation of the US-China trade war is having a direct impact on business activity.
Tesla (NASDAQ: TSLA) is about to resume shipments of parts from China to the US for Cybercab and Semi production, after the work was previously suspended due to a worsening trade war between the US and China.
After the US and China reached a truce over tariffs, Tesla plans to begin shipping parts from China to the US for the production of Cybercab and Semi trucks from the end of this month, Reuters said in a report today, citing a person with direct knowledge of the matter.
Reuters reported last month that Tesla suspended plans to ship the parts after US President Donald Trump raised tariffs on Chinese goods to 145 percent.
The latest move suggests that the de-escalation of the US-China trade war is having a direct impact on business activity, the Reuters report today noted.
The truce announced by the US and China on Monday agreed to eliminate most additional tariffs and other countermeasures.
Notably, the source added that given the unpredictability of the Trump administration, things could still change.
Tesla plans to begin trial production of both models in October and mass production in 2026, as previously reported by Reuters.
The Cybercab will be built in Texas and the Semi will be built in Nevada.
Trump's tariffs, intended to boost US manufacturing, have hurt his political ally, Tesla CEO Elon Musk, the Reuters report noted.
Musk has repeatedly spoken out in favor of free trade and against tariffs.
In China, Tesla does not appear to have been dragged down by the trade war, but its sales have weakened this year as more local competing EV models emerge.
Tesla sold 28,731 vehicles in China's domestic market in April, down 8.56 percent from 31,421 in the same month a year ago and down 61.24 percent from 74,127 in March, according to data compiled by CnEVPost.
In the January-April period, Tesla's retail sales in China's domestic market amounted to 163,338 units, a decrease of 0.31 percent year-on-year.
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