📊Executive Summary

General Motors (GM) has instructed thousands of its suppliers to eliminate parts sourced from China by 2027, reflecting heightened concerns over geopolitical disruptions. This directive is part of GM's broader strategy to enhance supply chain resiliency amid escalating U.S.-China trade tensions. The automaker aims to source parts from North American factories, while also considering alternatives outside of China. GM's efforts include moving away from reliance on Chinese suppliers for critical components, such as battery materials and computer chips, and investing in domestic sources. This shift is driven by the need for more control over supply chains and the risks posed by volatile trade dynamics....