China's control over 90% of rare earth magnet production poses a significant threat to U.S. robotics supply chains, particularly in the manufacturing of humanoid robots. With China holding 70% of global rare earth mining and 85-90% of refining capacity, the U.S. faces challenges in sourcing essential materials for robotics hardware. This dependency could slow down the U.S. robotics industry if China restricts exports. The U.S. robotics sector, including companies like Boston Dynamics, relies heavily on Chinese and Japanese suppliers for critical components such as actuators and reducers. To mitigate this risk, the U.S. must invest in rebuilding its rare earth ecosystem, focusing on upstream mining, midstream separation, and downstream magnet manufacturing. As demand for humanoid robots grows, securing domestic supply chains for rare earth elements is crucial for maintaining competitiveness against China.