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GM Orders Suppliers to Cut China Parts Amid Rising Geopolitical Risks

General Motors has instructed several thousand of its suppliers to eliminate components sourced from China, Reuters reported, citing four people familiar with the matter — a move that underscores automakers’ growing frustration with geopolitical tensions disrupting global supply chains.

GM executives have urged suppliers to seek alternatives to Chinese raw materials and parts, with the long-term goal of relocating their supply chains entirely outside China, the people said. Some suppliers have been given a 2027 deadline to sever sourcing ties with the country, according to the sources.

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