Robot Wars – How China Has the Robotics Industry in Its Grip
The article discusses China's control over rare earth magnet exports, which are essential for humanoid robots. Companies like REalloys are working to establish alternative supply chains outside of China to avoid disruptions. China's production of humanoid robots is also growing rapidly, with significant shipments reported in 2026. The article notes that rare earth companies, not robot manufacturers, have seen the most significant stock gains, underscoring the critical role of these materials in the robotics industry.