General Motors has directed several thousand of its suppliers to remove parts from China from their supply chains, according to four people familiar with the matter, reflecting automakers’ growing frustration over geopolitical disruptions to their operations. The information was first reported by Reuters.

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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 automaker has set a 2027 deadline for some suppliers to dissolve their China sourcing ties.

GM approached some suppliers with the directive in late 2024, but the effort took on fresh urgency in the spring of 2025, during the early days of an escalating U.S.-China trade battle. GM executives have said it is part of a broader strategy to improve the company’s supply chain “resiliency.”

Geopolitical tensions between the two superpowers have left car executives in triage mode throughout 2025. President of the United States 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.

Automakers and suppliers have responded to Trump’s push for investment and jobs by taking early steps to expand U.S. factory work. But industry executives say they also sense a longer-term, bipartisan shift in U.S.-China relations, and some are moving to unwind China ties that are decades in the making.

The GM effort targets parts and materials that go into cars built in North America, where the company makes the majority of its vehicles globally. GM prefers to obtain parts from North American factories for vehicles built in the region but is open to non-U.S. supply lines outside of China.

GM’s directive includes several other countries that, like China, are subject to U.S. trade restrictions because of national-security concerns, such as Russia and Venezuela. China is by far the largest source for automotive parts on the list.

The automaker already had been among the most active car companies in weaning itself from a reliance on China for battery materials and computer chips. It has partnered with a U.S.-based rare-earths company and invested in a lithium mine in Nevada for future electric-vehicle battery materials, for example. But the latest effort is broader and includes more basic components and materials.

Source: IndexBox Market Intelligence Platform