GM wants parts makers to pull supply chains from China 

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. 

Why it matters  

Geopolitical tensions between the two superpowers have left car executives in triage mode throughout 2025. U.S. President Donald Trump’s on-again, off-again tariffs and bouts of industry panic over potential rare-earth bottlenecks and computer-chip shortages have auto companies rethinking their ties to China, long an important source of parts and raw materials.