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Mobility

Chinese EVs enter U.S. roads via Waymo and Canada-Mexico routes

Chinese-made cars could enter the U.S. market faster than expected, driven by inflows via Mexico and Canada, Waymo’s adoption of China-built vehicles and price competitiveness. Waymo is importing Zeekr Ohai minivans made in China and fitting autonomous systems in Arizona despite 127.5 percent tariffs. Canada has begun importing up to 50,000 Chinese EVs a year under a new agreement. Executives and analysts cite persistent price gaps as a key factor.

Industry

U.S. to impose 15 percent tariff on polysilicon, key material for chips and solar

The United States will introduce minimum import prices and a 15 percent tariff on polysilicon, a key input for semiconductors and solar panels, to curb China-led supply chains and bolster domestic manufacturing. Minimum prices will apply to polysilicon, ingots, wafers, solar cells and modules, with the measures due to take effect on Dec. 4. The White House also allows the Commerce Department to create incentives supporting investment in U.S. production facilities.

Industry

Tesla begins production of next-generation Megapack 3, targets 50 GWh-a-year ESS output

Tesla has begun full-scale production of its next-generation grid energy storage system, Megapack 3, at a newly built Megafactory in Brookshire, Texas. The plant is designed for 50 GWh of annual output and is expected to also produce the Megablock platform. Megapack 3 raises storage capacity to about 5 MWh per unit, improves energy density and updates thermal management. Tesla cited rising demand but said supply-chain risks remain.