What is Tesla's exposure

Should we Panic about china?

https://www.scientificamerican.com/article/dont-panic-about-rare-earth-elements/

Funny the op focuses on Tesla needing materials for Ev batteries. Any effect where rare earth materials are involved will be on more than just one auto manufacturer. Not just pure EVs but hybrids as well. If this is just a hope for some kind of twisted karma then it might come back to roost

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Anything in short supply will soon have higher prices. Then investors will soon follow often leading to oversupply and price decline.

Bob Wilson

 

probably cause no one knows

 

As a vertically integrated company, Tesla has a habit of making their own if any supplier screws them over. For example, the Supercharger network.

However, the latest Tesla Mission statement claims their next generation motors will not require rare earths (use Google to find source.)

Bob Wilson

 

The Model S originally used induction motors to avoid the cost of rare earth magnets at the time. The front motor in current Teslas is still an induction one. Efficiency, thus range, would decrease with a switch back, but it is something Tesla could do if they had to.

 

The OP's question WAS answered - as stated in post #2 .... restated - the inquiry appears disingenuous because the alleged querry is focused primarily on the one manufacturer - & one particular use, namely, automotive. Perhaps ... not realizing rare earth materials are used in so very many applications .... the question was maybe asked out of ignorance? Not knowing it's NOT a (strictly) Tesla issue? Probably not.
Whenever a country outsources much of its capabilities for profit, the downside is a dependence on others. Decades ago our leadership - failing to account for the potential consequences that we are experiencing today, determined we'd want cheap stuff rather than more jobs here at a higher price - generally.
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