What did Elon Musk warn American companies about at Tesla’s earnings call?

2026-01-30 - 06:25

Elon Musk issued a strong warning to American companies, urging them to invest in domestic battery manufacturing infrastructure or risk falling behind. He highlighted geopolitical risks associated with fragile supply chains for critical EV materials, emphasizing Tesla's own significant investments in lithium refining and battery production facilities in Texas to mitigate these vulnerabilities.