"Global strategic models" are phasing out.

SelfStaking · 2026-03-29T12:45:28+00:00

The "global strategic models" in the global supply chain are disappearing. Tesla has ceased development of low-cost models, reflecting an increasing industry trend of "fragmentation," forcing automakers to reconstruct their business models. Tesla's "Model 2" project has been canceled, and they will continue to optimize the "Model Y" in the future.

SelfStaking

2026-03-29 12:45:28

Abstract generation in progress

The “global strategic vehicles” being used to leverage global supply chains and symbolize the benefits of free trade are disappearing. Tesla, the U.S. electric-vehicle (EV) giant, has stopped developing its low-priced global strategic vehicle. A “fragmented” world is gradually becoming the norm; in such a world, there is no dominant power to lead innovation and set the rules. Automakers are being forced to rebuild their business models.

Tesla “Model 2” is stillborn

“We want to extend the contract by about 5 years.”

Entering 2025, executives at U.S. auto-parts suppliers that do business with Tesla have begun receiving requests like these. The global strategic vehicle “Model Y,” launched in 2020, faces a new, comprehensive refresh, but Tesla appears to have decided to keep selling it in the short term.

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_The Nihon Keizai Shimbun and the Financial Times merged in November 2015 to become part of the same media group. The alliance between the two newspaper publishers—one Japanese and one British—whose papers were founded in the same century, is moving ahead in broad areas of collaboration, under the banner of “high quality, the strongest economics journalism.” This time, as part of that effort, the two newspapers have enabled article exchanges between their Chinese websites. _

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