Ark Invest Tracker(@ArkkDaily):ELON MUSK SAYS CHINA’S MAGNET EXPORT BAN DELAYED TESLA $TSLA OPTIMUS BY MONTHS He says the disruption exposed why Tesla needs to control more of its robot supply chain: - China blocking magnet exports for electric motors delayed the Optimus program by roughly two to three months - Tesla was left with robots that could not be completed because key components for their arms were unavailable - Musk says future supply-chain shocks mean Tesla needs the ability to manufacture every critical part domestically

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2026.10.16 14:00

ELON MUSK SAYS CHINA’S MAGNET EXPORT BAN DELAYED TESLA $TSLA OPTIMUS BY MONTHS He says the disruption exposed why Tesla needs to control more of its robot supply chain: - China blocking magnet exports for electric motors delayed the Optimus program by roughly two to three months - Tesla was left with robots that could not be completed because key components for their arms were unavailable - Musk says future supply-chain shocks mean Tesla needs the ability to manufacture every critical part domestically