US EditionTesla in talks with Chinese firms to buy $2.9 bln worth of solar equipment, sources say
Tesla plans to deploy 100 gigawatts of U.S. solar capacity by 2028 using $2.9 billion of Chinese solar manufacturing equipment, including screen-printing lines, to meet rising power demand.
- Tesla is negotiating to buy $2.9 billion in solar manufacturing equipment from Chinese suppliers, Reuters reported on 2026-03-20.
- Policy changes and demand have driven tariff exemptions for solar equipment, as the Biden administration excluded it in 2024 and the Trump administration extended the exemption, easing imports amid rising U.S. power consumption in 2026 and 2027.
- Potential suppliers include Suzhou Maxwell Technologies, Shenzhen S.C. New Energy and Laplace Renewable Energy, with deliveries requested before this autumn and some shipments headed to Texas, Reuters reported.
- The potential order underscores the U.S. dilemma of reviving manufacturing while relying on trade with China, as Chinese producers of solar manufacturing equipment face weak demand amid U.S. tariff policy disruptions affecting Tesla's U.S. production last year.
- Dependence on roughly 400 China-based suppliers, including sixty that serve Tesla globally, complicates efforts to localize production as Tesla aims to deploy 100 gigawatts by 2028.
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According to insiders, Tesla CEO Elon Musk is planning to buy $2.9 billion of production facilities in China for his vision of a large-scale US solar power supply.The tech billionaire wants to build solar capacity of 100 gigawatts in the US. By comparison: At the end of 2024, according to a report by the American Public Power Association, the entire US had an installed power generation capacity of around 1,300 gigawatts. Of this, ten percent or …
The potential demand highlights a problem for the United States as they seek to reduce their dependence on China
The US company plans to build solar capacity in the next 100 gigawatts. According to a report, the machines are to come from China.
Tesla in Talks With Chinese Firms to Purchase USD 2.9 Billion in Solar Manufacturing Equipment: Report | 📲 LatestLY
Tesla is negotiating a USD 2.9 billion deal with Chinese firms to procure solar manufacturing equipment for its US operations. CEO Elon Musk aims to build 100 GW of domestic solar capacity by 2028. The move highlights the ongoing reliance on Chinese technology to achieve American renewable energy manufacturing goals. 📲 Tesla in Talks With Chinese Firms to Purchase USD 2.9 Billion in Solar Manufacturing Equipment: Report.
Tesla in talks with Chinese firms to buy $2.9 bln worth of solar equipment
Some of the estimated 20 billion yuan ($2.9 billion) worth of equipment, including screen-printing production lines, will require export approval from Chinese regulators, according to the people. It wasn't immediately clear how much of the equipment would require approval or how long it would take.
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