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Tesla’s Optimus Humanoid Robot Faces Delays Amid China’s Rare Earth Export Curbs
Tesla CEO Elon Musk revealed that production of the companys Optimus humanoid robot has been delayed due to Chinas new export restrictions on rare earth magnetscritical components in robotics and electric vehicles....
Speaking during an earnings call, Musk noted that the Chinese government now requires exporters to obtain special licenses, as part of its broader response to escalating U.S. tariffs. China’s rare earth export policy, implemented this month, affects not only raw minerals but also magnets and processed materials, posing a challenge for manufacturers worldwide. As supply chain pressures mount, companies like Tesla are navigating complex international regulations to keep innovation on track, while markets closely watch for updates on export approvals and production progress.
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