• The rare Earth’s minerals are strong magnets To produce combat aircraft, smartphones and engines that operate Humanoid Tesla, called Optimus. The CEO of Elon Musk is optimistic that the company will get thousands of Optimus units by the end of the year, but the company may wait for an export license from China, which controls more than 90 % of the market, for a period of six months or more.

Elon Musk I am confident that Tesla will come out a million of them Humanoid Optimus Robots By the end of the decade – or even in 2029., however, production will only move “as soon as much slower and less lucky component in everything,” he told investors on Tuesday – the Battle of President Donald Trump with China has created a big barrier.

As part of her revenge against Trump’s commercial criticism, Beijing stressed Export controls On seven rare minerals, the step that confirms China’s dominance in the necessary market to make everything from combat aircraft to smartphones. Especially for Tesla, these minerals are crucial for small but strong engines He says Optimus Robots will soon be able to perform homework and work on the electric car maker assembly lines.

“I am sure that we will overcome these issues,” Musk said on Tuesday during the profit call in the first quarter in Tesla. “We will be, by the end of this year, we have thousands of Optimus robots.”

However, Tesla does not seem to be an option but to go to China. The country controls approximately 70 % of all American imports of rare land, according to the global market intelligence.

But this statistic begins only in describing the size of minerals in China. The engines in Optimus, like smartphone chips require these minerals because of their very magnetic properties. According to the 2023 report from Asbin InstituteBeijing controls 92 % of global magnet production from rare land.

This is the so -called “permanent magnet” is also decisive in general in the production of electric cars, but Musk said, “generally”, it does not need it. He said that the design of Optimus, however, requires these magnets to operate the robot arms with engines that will not excel over or break a small space.

Musk said: “This was mainly affected by the China supply chain, which requires an export license to send any rare land magnet.” “So we are working through this with China. We hope we get a license to use rare Earth magnets.”

These licenses for shipments are not likely to be addressed to the United States for at least six months, Yang Jie, an export monitoring lawyer at Shanghai Law Huiye, He said New York Times.

“China wants some assurances that these are not used for military purposes, which are clearly not.” “They only go to a human robot.”

Definitions hurt Tesla

I may have musk Spent More than 250 million dollars and a lot of his time to help Trump win the presidency, which Dan Evez from Wedbush Securities The name The “poker step for ages” at the time, but it is clear that Display customs tariff Tesla did a few good deeds.

While heading musk controversial The Ministry of Governmental efficiency (DOGE) – Investors told that he would do so He soon returns away From this role to re -focus on Tesla – his appeals to avoid escalating trade tensions seem to have greatly fallen on deaf ears. The richest man in the world over and over again Widespread With Peter Navarro, a senior trade consultant in Trump, who called Musk “Makht” and “stupid from the brick bag”.

Tesla’s net income decreased by 71 % on an annual basis in the first quarter, as car revenues decreased to less than 14 billion dollars for the first time in nearly three years.

Musk said that the translated supply chains of the company in markets such as America, Europe and China put Tesla in a better position of competitors on the rising commercial tensions of the weather. However, it has admitted that the difficult definitions in a company when the margins are still low. Tesla’s total margin decreased to 16.3 % in the first quarter, a decrease from 17.4 % in the same period last year.

“I was in the record several times, saying I think the low definitions are a general idea of ​​prosperity,” Musk said. “But this decision is due to the elected actor to be the president of the United States. So I will continue to defend the low tariff instead of the higher definitions, but that’s all I can do.” Jpmorgan ChaseTreasury Secretary Scott Al -Rahman He referred to the possible “escalation” with China’s potential “escalation. Trump also indicated The tariffs will decrease significantly If a commercial deal is reached.

This story was originally shown on Fortune.com

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2025-04-23 17:54:00