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The White House views Elon Musk as a car assembler, not a manufacturer, because key components like batteries, electronics, and tires are sourced from Japan, China, and Taiwan. The administration aims to have these parts manufactured domestically in places like Akron, Indianapolis, Flint, and Saginaw.
The current business model, where companies like BMW and Mercedes assemble foreign-made engines and transmissions in the U.S., is considered detrimental to American economics and national security. The goal is to have complete car manufacturing, including parts production, based in the United States. While acknowledging Musk's desire to use foreign parts, the administration wants him to bring manufacturing "home" for national and economic security reasons.