Tesla is considering exporting made-in-China electric cars to the United States, two people with knowledge of the planning said, a reversal that would reflect the automaker's deepening cost advantage at its Shanghai plant and slower demand from Chinese consumers.
Tesla has been studying whether parts made by its China-based suppliers are compliant with local regulations in North America, and if they are, could ship China-made Model Y and Model 3 cars for sale there as soon as next year, said the people, who declined to be named as the matter is private.
That could also open a channel for exports to Canada, one of the people said.