Why U.S. EV makers Tesla, Rivian and Lucid aren’t immune to Trump’s tariffs

Tesla showroom in San Jose, Calif. — Tesla vehicles have high U.S. content but also significant parts from Mexico. (LAURENCE ILIFF/AUTOMOTIVE NEWS)

March 06, 2025 06:21 PM

U.S. electric vehicle makers Tesla, Rivian and Lucid have advantages over legacy rivals when it comes to President Donald Trump’s tariff plan for Canada, Mexico, China and other trading partners. But the industry newcomers aren’t immune from the levies by a long shot.

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