China’s halt this month on exports of magnets containing heavy rare earth metals has affected Tesla’s plans to manufacture Optimus robots.

Tesla earnings day is here, and boy oh boy, this one could be a doozy. In the past several months, one of the world’s largest EV makers has seen its market share fall. That’s partly because of increased competition in China,

Tesla investors need to see a “sense of increased attention from their CEO” Elon Musk in Tuesday’s earnings call, said one analyst.