Tesla (TSLA) Doubles Down on U.S. Battery Independence, Sidesteps China Supply Chains

From Yahoo Finance: 2025-06-04 14:05:00

Tesla (TSLA) is doubling down on U.S. battery independence, bypassing China’s supply chains. Analysts praised Tesla’s unique vertical integration in the automotive industry, with plans to produce its own cathode active materials and reduce reliance on Chinese resources. While complete isolation from China is challenging, Tesla’s efforts are commendable. Piper Sandler analyst reiterated an Overweight rating on Tesla with a $400 price target. Tesla leverages advanced artificial intelligence in autonomous driving and robotics. The company’s strategic plan to reduce U.S. supply chain dependence on China is noteworthy.



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