"You get a tariff, you get a tariff, everybody gets a tariff!" - Official Trump Taxes ® Thread | 04/14 : Exemptions no more :mjlol:

bnew

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Elon Musk Warns Rare Earth Magnet Shortage May Delay Tesla’s Robots​


China’s halt this month on exports of magnets containing heavy rare earth metals has affected Tesla’s plans to manufacture Optimus robots.

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Elon Musk, wearing a dark jacket over a dark shirt, sitting at a table next to a person obscured in view.


Elon Musk at the White House this month.Credit...Eric Lee/The New York Times

By Keith Bradsher

Reporting from Shanghai

April 23, 2025Updated 10:28 a.m. ET

Elon Musk, the chief executive of Tesla, said on Tuesday that China’s halt on exports of certain magnets was affecting his plans to build humanoid robots, in the clearest signal yet that China’s action is beginning to affect big American businesses.

China this month suspended exports to any country of so-called heavy rare earth metals and magnets made from them, as part of its retaliation for President Trump’s increases in tariffs on U.S. imports of Chinese goods. The Chinese government has stopped allowing shipments until it can devise an export license system.

China produces the entire world’s supply of heavy rare earth metals, from ore mined in China and Myanmar, and 90 percent of magnets made with these metals. Japan produces the rest of the magnets, but uses raw materials from China.

Rare earth magnets are used inside electric motors that need to fit in compact spaces. Robots have many small electric motors, typically one or more for each joint, that each require a magnet. The use of the heavy rare earths in most of these magnets keeps them from overheating and malfunctioning when motors are confined in small spaces.

Visitors at an event looking at and taking photographs of a humanoid robot with Tesla written on its torso.

Tesla’s humanoid robot Optimus at an exhibition booth during the World Artificial Intelligence Conference in Shanghai last year.Credit...Agence France-Presse — Getty Images

Rare earth magnets are up to 15 times as powerful as conventional iron magnets of the same size. If traces of heavy rare earth metals are included in a magnet’s material, it can maintain its magnetic force even at temperatures that would boil water.

Mr. Musk said during Tesla’s earnings call on Tuesday that the company’s Optimus humanoid robots have electric motors in their arms that operate in a confined space and require the special magnets.

“That’s more affected by the supply chain, by basically China requiring an export license to send out anywhere with magnets, so we’re working through that with China,” he said.

A shortage in the supply of the magnets could slow the production of Optimus robots, Mr. Musk said.

Tesla is investing billions of dollars in the Optimus robots, which Mr. Musk has said will someday perform many daily functions. At an event last fall, he showed the robots serving drinks and unloading groceries from a car.

Mr. Musk also said on the earnings call that he would reduce the time he spends as an adviser to President Trump to focus more on Tesla, which reported a drastic decline in profits.

Cars, factory robots, missiles, smart bombs, stealth fighters and many other products also require rare earth magnets made partly with heavy rare earth metals.

Yang Jie, an export control lawyer at Huiye, a Shanghai law firm, said that China’s regulations call for the Ministry of Commerce to devise an export control protocol within 45 working days of its announcement, which was on April 4.

But issuing export licenses for shipments to the United States could take much longer, given recent tensions between the two countries, he warned. “Six months for rare earth exports is my personal estimate of the fastest time — the actual time may be far more than six months,” he said.

Not all manufacturers of humanoid robots may be as affected as Tesla.

Jonathan Hurst, the chief robot officer at Agility Robotics, another American maker of humanoid robots, said robots can be designed to minimize their need for magnets made with heavy rare earth metals.

Agility has designed its robots with slightly less human proportions than the Optimus robots. This provides more room for the electric motors, Mr. Hurst said. As a result, the motors in many of Agility’s robots may not overheat.

Since the April 4 ban, China’s customs agents have been checking exports carefully to make sure that no magnets with heavy rare earths are allowed to leave the country, industry executives said.
 

jmegamar

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The good thing about Vance being young is he will hopefully live to see China shyt on him for the rest of his life for that peasants comment.
 

bnew

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1/10
@cwebbonline
You’re going to keep hearing stories like this—because Trump doesn’t GAF about these folks. And it’s about time they realize it!

“We have a quarter million dollars in inventory stuck in China right now. We can’t ship it here. We don’t have $400,000 to pay the tariffs that Trump wants… so we had to freeze all shipments, all orders, all production, and sadly we had to let go of most of our people already this year.”



https://video.twimg.com/amplify_video/1914862150679715845/vid/avc1/576x1024/CM0V7SLpniuTrWE1.mp4

2/10
@Sam_and_the_dog
I wonder who he and his employees voted for, or if they bothered to vote at all?



3/10
@karlo271155
Trump: It´s not a big deal.



4/10
@BobHume9
I realize the overwhelmingly human response to stories like this is some version of, 'You're getting what you asked for, so fukk you,' but possibly, thinking of the long game, a better way could be, 'Okay, that sucks. Are you ready to join the other team and help make it better?'



5/10
@PoliticalPimpn
They didn't ask the right question. Who did he vote for?



6/10
@SeaKelp1776
😭😭😭



7/10
@RationalAdult
The fact about tariffs! @SenateGOP



8/10
@AmyCookOC




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9/10
@bdk1521




10/10
@ChampionPengys
You lose!




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bnew

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1/2
@cwebbonline
Trump “possibly” deciding to “relax” tariffs might sound like good news—but let let me paint a picture of reality:

This back-and-forth tariff game is a nightmare for businesses. Many companies have frozen shipments or canceled production in China because the tariffs made it too expensive to bring goods in.

And just because Trump changes course today doesn’t mean businesses can pivot on a dime. Shipping by sea takes 21+ days on the fast boat, approximately 12 days if you’re paying for speed. But with Trump’s erratic behavior, who knows what the tariff rate will be by the time your shipment lands. Tariffs/duties are due when goods clears customs here in the U.S.



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2/2
@cwebbonline
Even U.S. manufacturers aren’t immune—they still depend on parts, packaging, and even marketing materials from Asia. Some companies fly that stuff in when it makes sense—Apple literally flew in iPhones on five planes to beat the tariff hike. But it’s a gamble: will tariffs be on or off? Up or down?

This isn’t a fix. This is chaos. And the market cheering this on is delusional. There’s no strategy here—just impulsive decisions that keep businesses guessing and losing and you will feel the painful cost of this within weeks.

See how this works? 👇🏾



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bnew

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1/11
@RpsAgainstTrump
Who’s panicking now?

[Quoted tweet]
BREAKING: Trump caved, again.

Donald Trump said during a White House news conference that high tariffs on goods from China will “come down substantially,” adding: “I’m not going to say: ‘Oh, I’m going to play hardball with China,’… We’re going to be very nice.”

What happened to the trillions of dollars we were supposed to get from the tariffs to pay down the national debt? To replace income tax in America? What happened to the claim that “China doesn’t have the cards”?

The “Art of the Deal”, my a$$


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2/11
@_ThePr0letariat
We’re at the point where literally anything Trump posts about someone else is what he has done



3/11
@pmagria
Pathetic.



4/11
@mixtorious1
Donald Trump caved 🤔



5/11
@rforodrigues_14
Looks like someone can't afford it and it's not China 😏



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6/11
@unfiltered7mind
He says other countries are ripping off the U.S., but who’s really paying the price? Not the government, but global companies like Nvidia, Apple, AMD, and the everyday investors behind them. Tariffs on tech don’t punish China, they punish American innovation, jobs, and 401(k)s. This isn’t strategy, it’s sabotage



7/11
@SmindCrypto
Trump often criticizes China, but his family businesses continue to source supplies from China.

Why the inconsistency?



8/11
@Monkie042
The US might be the seventh casino 😬



9/11
@IyanVelji
Trump is so weak



10/11
@Elite_E_Man
They called his bluff so hard lmao



11/11
@PrayerWarriorF1
Trump is sighing and crying and China is saying "Whose sorry now".






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