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Move would defend against cheaper Chinese electric-vehicle imports that benefit from state subsidies.
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Tesla is evaluating whether Model 3 and Model Y EVs made in Gigafactory Shanghai could be sold in North America starting in 2023, sources say.
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The countries are at odds over a USMCA requirement that auto manufacturers to meet a 75% threshold for North American content for vehicles to qualify for tariff-free trade within the region.
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A Trump-era USMCA interpretation could subject used vehicles shipped to the U.S. to import fees.
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Despite the expected volume decline, the firm put September’s seasonally adjusted annual sales rate at a healthy 17.1 million, down from last September’s 18.1 million SAAR. The company said higher interest rates and talks of tariffs may be having some pull-ahead impact in the market.
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