I'm not sure even Tesla unambiguously qualifies here. Looking at the NHTSA part 583 list for 2025 [0], none of the Tesla vehicles have a "US" content higher than 75% (which I think includes Canada?). The highest is the base Kia EV6 at 80%. This seems to be coming from the Kogod manufacturing index. That's a more qualitative ranking that attempts to deal with things like corporate structures rather than just origin li…
If the origins are so fuzzy, I guess other manufacturers would very soon adjust their part lists/part origins to avoid the tariff?
Most manufacturers will eat the cost and raise prices to a certain extent. Base models of any product tend to be manufactured in such as way that they have much looser margins.