According to Reuters, Allan Swan, the North American president of Panasonic subsidiaries Panasonic Energy, said that the company plans to use the dependence on the supply chain of electric vehicle batteries produced in the United States, saying that this is the company's company's's. "First goal".
The above remarks of Allan Swan highlighted that the next President Trump in the United States promised to raise tariffs on product imports from China, and it has forced companies around the world to re -evaluate the manufacturing process.
Trump said that the United States has to impose 10%tariffs on all imported products and levies 60%of tariffs on products imported from China. In November 2024, Trump also said that after he took office on January 20, 2025, he would impose 25%tariffs on all products from Canada and Mexico.
Reuters reported in December 2024 that the Trump team suggested that tariffs on battery materials globally. According to the Washington Post reported on January 6, the Trump team is currently a smaller tariff plan, which covers key imported products, but Trump later denied the statement.
Allan Swan said at the CES exhibition in the United States in 2025 that in order to deal with Trump's tariffs, the first thing to do Panasonic Energy is "no longer relying on China's supply chain." Allan Swan said: "At present, Panasonic Energy is working with some suppliers from China, but the number is not large. The Panasonic Energy Plan get rid of the dependence on the supply chain of China and is accelerating the implementation of this plan."
Allan Swan also said that the supply chain of most batteries produced by Panasonic in the United States comes from overseas, including Canadian suppliers. It is reported that Panasonic has supplied batteries for auto manufacturers such as Tesla. At present, Panasonic Energy operates a factory in Nevada, USA, and plans to open a second factory in Kansas this year.
In addition to Panasonic energy, other Japanese companies are also preparing for the uncertainty of Trump's second term, especially Trump's trade policy. As Mexico is a low -cost production and export center for the US market, automobile manufacturers such as Nissan and Honda Motors will be affected by the United States' potential impact on Mexico's tariffs on Mexico. In addition, as the United States also plans to impose a similar tariff on Canada as Mexican, in December 2024, Komatsu, a Japanese heavy machinery manufacturer, stated that the U.S. potential tariffs on Canada will cause a "double blow" to Ogarako's mining equipment business.