China’s recent move to grant rare earth export licenses to GM, Ford, and Stellantis — but not Tesla — has raised eyebrows and fueled speculation that Elon Musk’s company may be facing deliberate targeting. Here’s what’s unfolding:

⸻

🚫 Export Restrictions & Tesla’s Disruption

China controls nearly 100% of the world’s supply of heavy rare earth elements (REEs), which are essential for high-performance magnets used in electric vehicles and robotics. Beijing’s new export restrictions have already impacted Tesla, particularly the production of its Optimus humanoid robot, which depends on advanced rare earth magnets for motor functionality.

Elon Musk has confirmed that these curbs have disrupted Tesla’s operations.

⸻

🎯 Why Tesla?

According to Wells Fargo analyst Dr. Gracelin Baskaran, Tesla might be facing pushback due to:

• Elon Musk’s outspoken views on geopolitics and foreign policy

• China’s increasing efforts to boost its own domestic EV industry by subtly sidelining foreign competition

⸻

🌍 Global Supply Chain at Risk

The U.S. remains heavily dependent on China for rare earth imports. These new restrictions are adding more volatility to an already fragile supply chain — and Western automakers may face production bottlenecks for the next 2–5 years, as alternative sources outside China are still ramping up.

Experts warn: “The current workaround is a band-aid, not a solution.”

⸻

🔄 Recent Developments

• JL MAG License Approved: China has now allowed JL MAG Rare-Earth to resume exports to the U.S., EU, and Southeast Asia. This brings temporary relief to automakers, but Tesla still remains outside this window.

• Diplomatic Talks Ahead: U.S. officials are preparing for high-level negotiations with China in an effort to ease the restrictions — a move that could relieve pressure on Tesla and other impacted firms.

#MetaplanetBTCPurchase #IsraelIranConflict #TrumpBTCTreasury #SaylorBTCPurchase #ElonMuskTalks $WCT $USDC $SOL