Tesla on behalf of Panasonic supplier risk profile Q1 2026: 299 shipments, 9 suppliers, Korea-China focus.
Tesla on behalf of Panasonic moved 299 shipments across 9 suppliers in Q1 2026, sourcing primarily from South Korea (75% of volume) and China. The top supplier, POSCO Future M, accounted for 92 shipments, followed by SSLM on behalf of Panasonic with 72 shipments. Import activity concentrated in HS Chapter 39 (plastics) and Chapter 38 (miscellaneous chemical products), reflecting materials typical of battery and electronic component supply chains.
Trigram screen against OFAC SDN, BIS Entity List, UFLPA Entity List, SAM Exclusions, EU FSF, UK HMT, UN SC, and 25+ allied jurisdictions.
Distance-screened against all 380 facilities in the ASPI Xinjiang Data Project. Proximity score: 100 / 100.
No sanctions watchlist matches were detected for this importer or its supplier network. No suppliers registered exposure under forced-labor proximity frameworks in the Uyghur Forced Labor Prevention Act monitoring.
9 distinct tier-1 suppliers in Q1 2026
| POSCO FUTURE M | South Korea | 92 |
| SSLM ON BEHALF OF PANASONIC | South Korea | 72 |
| CHANG CHUN PETROCHEMICAL | China | 44 |
| SK NEXILIS | South Korea | 35 |
| ASAHI KASEI E MATERIALS KOREA | South Korea | 8 |
| DAEJOO ELECTRONIC MATERIALS | South Korea | 7 |
| DAEHYUN ST | South Korea | 6 |
| TORAY BATTERY SEPARATOR FILM KOREA | South Korea | 3 |
Share of Q1 2026 inbound shipments by source country
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