Tesla Q1-2026 supplier risk profile: 8,405 shipments across 626 suppliers with China exposure at 39.2%.
Tesla recorded 8,405 shipments across 626 suppliers in 33 countries during Q1 2026. China dominated the sourcing footprint with 3,291 shipments (39.2% of total), followed by Belgium (351 shipments) and South Korea (274 shipments). Top suppliers included Findreams Battery and Ningbo Xusheng, both China-based. The import profile centered on HS Chapter 87 (vehicles and automotive parts), with HS code 870829 accounting for 88 shipments.
Trigram screen against OFAC SDN, BIS Entity List, UFLPA Entity List, SAM Exclusions, EU FSF, UK HMT, UN SC, and 25+ allied jurisdictions.
Distance-screened against all 380 facilities in the ASPI Xinjiang Data Project. Proximity score: 100 / 100.
Tesla recorded zero sanctions watchlist hits and zero suppliers with forced-labor exposure flagged under UFLPA proximity analysis in Q1 2026. The importer's compliance score stands at 76 (grade B).
626 distinct tier-1 suppliers in Q1 2026
| FINDREAMS BATTERY | China | 282 |
| NINGBO XUSHENG | China | 189 |
| NINGBO TUOPU IMP EXP | China | 127 |
| CHANGZHOU ALMADEN | China | 93 |
| GESTAMP AUTO COMPONENTS KUN SHAN | China | 88 |
| KUNSHAN DAYA AUTOMOTIVE PARTS | China | 86 |
| PANASONIC OPERATIONAL EXCELLENCE | Japan | 77 |
| SUZHOU JUNCHUANG AUTO TECHNOLOGIES | China | 71 |
Share of Q1 2026 inbound shipments by source country
164 tier-2 + 3,581 tier-3 nodes mapped - sign up to see them.
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