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Tesla Optimus Robot Hit By China's Rare Earths Crackdown — Elon Musk Says Thousands May Be Ready By Year-End, But No Guarantees

2025-04-27 36 Dailymotion

Tesla is facing supply chain and geopolitical roadblocks in ramping up production of its humanoid robot, Optimus. During the Q1 earnings call, CEO Elon Musk said mass production is months away, citing rare earth export restrictions from China as a major hurdle. Optimus uses permanent magnets in its actuators, which now require export licenses. Musk warned that progress is difficult to predict. Tesla missed revenue expectations for the first quarter., Shares rose over 4% on Tuesday but remain down over 37% year-to-date.