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“With respect to possible tariffs, we are working across our supply chain, logistics network, and assembly plants so that we are prepared to mitigate near-term impacts,” she said during the call.

Tesla runs a huge assembly plant in Shanghai, subject to Chinese government control.

Citing a shortage of a component used to build its electric pickups, sport utility vehicles and vans, Rivian said production could drop as much as 18% this year at its lone U.S. assembly plant.

Earlier this year, the company said the UK could also be a candidate for an assembly plant.

The Tesla manufacturing and assembly plant in Fremont has been cited for more than 110 air quality violations since 2019 — more than twice any other major facility in the Bay Area.