Elon Musk is happy to remind you that his cars are built with a lot of American elbow grease. On Tuesday, the Tesla CEO cheered a new ranking that puts the Model Y and Model 3 at the top of the list for vehicles with the highest percentage of US-made content. It's the sixth year in a row Tesla has claimed that crown, according to a post by influencer Sawyer Merritt on X, citing data from Cars.com.

"Tesla Model 3 and Model Y have the highest percentage of American-made content!" Musk wrote, quoting Merritt's post. The ranking placed the two Teslas ahead of Stellantis's Jeep Gladiator and Grand Cherokee, as well as Honda's Ridgeline and Odyssey.

The timing is interesting. The US-Mexico-Canada Agreement (USMCA) is up for renegotiation, and the Trump administration has been throwing some shade at America's neighbors. President Trump recently said the US doesn't need anything from Canada and wants better treatment from both Canada and Mexico. US Trade Representative Jamieson Greer has made it clear that tariffs on Mexican auto and steel industries will stay in place even as talks continue, and he's hinted that the US might pull out of the deal entirely after the July 1, 2026 deadline.

For Tesla, having a high percentage of American content could be a strategic advantage if trade barriers go up. The company's vehicles are largely assembled in the US, with batteries and components sourced domestically or from friendly markets. That's a contrast to many rivals who rely heavily on cross-border supply chains.

Meanwhile, the EV market is showing surprising resilience. Despite the end of the $7,500 federal EV credit last September, Cox Automotive estimates that over 85,000 EVs were sold in the US in May. Musk has said Tesla's sales actually increased after the credit expired. And it's not just the US — Tesla posted a 22% sales jump in China in May, with exports from its Shanghai factory surging 68%. In France, sales exploded 655% to 5,446 vehicles. Sweden saw a 71% increase, Denmark 136%, and Spain 113%.

Goldman Sachs released a report suggesting that global EV sales could reduce worldwide oil demand by over 320,000 barrels per day by December 2027. That's a big number, but it's still a drop in the bucket compared to total global oil consumption of around 100 million barrels per day.

As for Tesla's stock, it's been a bumpy ride. Shares fell 5.59% in pre-market trading Wednesday to $382.40. MarketDash's rankings show Tesla offers excellent Growth and Quality scores, but poor Momentum and Value — and the price trend isn't favorable in the short, medium, or long term.

But for now, Musk can at least boast that his cars are as American as apple pie — even if the trade winds are shifting.