中国断供稀土，美国没牌打了，马斯克开始自救，希望中方网开一面

Core Viewpoint - The article discusses the challenges faced by Elon Musk's robotics industry due to China's rare earth export restrictions, highlighting the potential implications for U.S.-China relations and the broader impact on American businesses [1][3]. Group 1: Impact of U.S.-China Trade War - The trade war initiated by Trump has severely affected American companies, with Musk's Tesla experiencing a market value drop of over 40% and significant declines in product sales [3]. - Musk's robotics mass production plans are at risk due to China's rare earth supply restrictions, prompting him to seek export licenses from China [3][5]. Group 2: China's Position on Rare Earth Exports - China is unlikely to approve Musk's request for rare earth exports, as doing so could undermine its leverage in ongoing trade negotiations with the U.S. [5]. - Allowing Musk's request could set a precedent for other U.S. companies to seek similar concessions, potentially benefiting the U.S. military-industrial complex [5][7]. Group 3: Supervision and Trust Issues - There are significant challenges in establishing a reliable supervision mechanism for rare earth exports from China to the U.S., particularly given the current geopolitical climate [7]. - Trust issues arise from the inability to ensure that exported materials will not be used for military purposes, complicating any potential agreement [7]. Group 4: Recommendations for Musk - A potential solution for Musk could be relocating his robotics manufacturing to China, which would alleviate production challenges but contradict Trump's "America First" policy [9]. - The article suggests that Musk should engage directly with Trump to negotiate a resolution to the trade issues, as recent signals indicate a willingness from Trump to lower tariffs on China [9].