News about humanoid robots

China's requirement for export licenses on rare earth magnets has affected production of Tesla's Optimus robot, since each humanoid robot needs up to 4.5 kg of these magnets and China supplies over 90% of the world's supply. REalloys (NASDAQ: ALOY) is building a rare earth supply chain outside China, from processing in Saskatchewan to metal-making in Ohio. Goldman Sachs now expects about 6.5 million humanoid robots to be sold annually by 2035, nearly five times its earlier forecast. Humanoid robots are moving onto factory lines, with Tesla installing Optimus production lines at Fremont and IDC counting nearly 25,000 units shipped globally in the first half of 2026, mostly from China. The article also notes that rare earth companies, not robot makers, were the top performers in Morgan Stanley's 'Humanoid 100' list, and that REalloys has secured about 80% of the output from the Saskatchewan Research Council's upgraded facility.