'GM Wants Parts Makers To Pull Supply Chains From China' - Reuters Exclusive

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  • GM asks parts makers to gradually exit their China supply chains
  • U.S.-China tensions prompt automotive supply chain shifts
  • Rewiring supply chains from China is costly, complex

 General Motors has directed several thousand of its suppliers to scrub their supply chains of parts from China, four people familiar with the matter said, reflecting automakers' growing frustration over geopolitical disruptions to their operations.

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 people said. The automaker has set a 2027 deadline for some suppliers to dissolve their China sourcing ties, some of the sources said.

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