TrillionDollarBreaks – Tesla Inc. (NASDAQ: TSLA) General Motors (NYSE: GM), and Rivian (NASDAQ: RIVN) Face Mounting Pressure From China’s Critical Mineral Curbs
Tesla (NASDAQ: TSLA) General Motors Co. (NYSE: GM), and Rivian Automotive Inc. (NASDAQ: RIVN) are among the U.S. automakers most exposed to China’s tightening grip on critical mineral exports, particularly gallium and graphite—materials essential to EV batteries and power electronics. Industry analysts warn that while other sectors might adapt, EV makers remain acutely vulnerable given their dependence on Chinese refining and processing. China currently controls 90% of global gallium and 60% of natural graphite output, and new export licensing requirements are expected to disrupt supply chains and spike prices, threatening profit margins and production targets. As of the latest trading…