General Motors Accelerates Supply Chain Decoupling from China Amid Trump Tariffs

General Motors has escalated efforts to eliminate Chinese suppliers from its parts network, a strategy initially set in motion in late 2024. By early 2025, the automaker accelerated the initiative following Donald Trump's imposition of sweeping global tariffs. The company now aims to purge all components sourced from China—bolts, sensors, and tools—with some suppliers given until 2027 to comply. The blacklist extends to Russia and Venezuela, flagged under U.S. national security protocols.

Supply chain managers face mounting pressure as Trump's trade policies disrupt the auto industry. GM executives have shifted focus from cost-cutting to securing resilient supply lines. "Resiliency is critical—knowing exactly where your components originate," emphasized Shilpan Amin, GM's global purchasing chief. The strategy prioritizes North American production, accepting parts from Mexico or Canada but drawing a hard line against Chinese involvement.

CEO Mary Barra has publicly affirmed this long-term direction, though the company declined to comment on internal operational changes. The MOVE reflects broader corporate anxieties over geopolitical risks and tariff volatility.