GreenergyDaily

Nov. 12, 2025

General Motors has directed several thousand of its suppliers to scrub their supply chains of parts from China, four people familiar with the matter said, reflecting automakers’ growing frustration over geopolitical disruptions to their operations.

GM executives have been telling suppliers they should find alternatives to China for their raw materials and parts, with the goal of eventually moving their supply chains out of the country entirely, the people said. The automaker has set a 2027 deadline for some suppliers to dissolve their China sourcing ties, some of the sources said.

GM approached some suppliers with the directive in late 2024, but the effort took on fresh urgency this past spring, during the early days of an escalating U.S.-China trade battle, the sources said. GM executives have said it is part of a broader strategy to improve the company’s supply chain “resiliency,” the sources said.

The GM effort targets parts and materials that go into cars built in North America, where the company makes the majority of its vehicles globally. GM prefers to obtain parts from North American factories for vehicles built in the region but is open to non-U.S. supply lines outside of China, the sources said.

The automaker already had been among the most active car companies in weaning itself from a reliance on China for battery materials and computer chips. It has partnered with a U.S.-based rare-earths company and invested in a lithium mine in Nevada for future electric-vehicle battery materials, for example. But the latest effort is broader and includes more basic components and materials.