What did Elon Musk warn about regarding silver?

Musk warned that new Chinese licensing rules for silver exports starting January 1 could strain supply for industrial users. The concern is about delays and availability, which matter for electronics and energy hardware. His comments followed a sharp price spike and pullback in silver [source](https://www.foxbusiness.com/economy/musk-sounds-alarm-silver-china-restricts-exports-needed-critical-industrial-processes).

Does Tesla rely heavily on silver?

Tesla uses silver in EV power electronics, wiring, and inverter soldering, and in solar modules and inverters for its energy business. Usage per product is not huge, but the metal’s conductivity and reliability make it important. Tight supply can complicate procurement cycles, even if overall bill-of-materials exposure remains manageable with planning and contracts.

Why did silver prices surge above $80 and then retreat?

Reports cite a brief, liquidity-driven spike that outpaced tech and crypto before easing. Positioning, headline risk, and thin conditions can amplify moves, then normalize when liquidity returns. The volatility keeps industrial users and investors cautious [source](https://www.forbes.com/sites/digital-assets/2025/12/29/silver-price-today-overtakes-nvidia-and-crypto-in-brief-historic-flip/).

How could China’s curbs impact TSLA stock today?

The main risk is procurement and timing. If licensing slows exports or shrinks spot supply, some buyers could face higher costs or longer lead times. Markets may price a small margin headwind until sourcing looks stable. Clear updates from management could ease concerns for TSLA stock today.

What key price levels should TSLA traders watch now?

First support is near the 50-day average around $444. A move below would raise caution. Resistance sits near the $498.83 year high and the upper Bollinger band around $502. The middle band near $461 and the 200-day near $356 are also reference points for trend confirmation.

Global Market Insights

TSLA Stock Today, December 29: Musk Warns on China Silver Curbs

ByHuzaifa Zahoor December 30, 2025December 30, 2025

TSLA stock today fell 3.27% to $459.64 as Elon Musk warned that China’s new licensing rules on silver exports could strain supply just as prices spiked and then retreated. Shares of TSLA traded between $459.00 and $469.40, with market cap near $1.48 trillion. Silver is critical to auto electronics and solar hardware, so U.S. investors are weighing input-cost and procurement risks. We break down the near-term setup, technical levels, and how metals volatility may drive sentiment.