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Tesla and SpaceX Could Announce $3.6 Trillion Merger Before December as Barclays Highlights AI Integration

Oct 16, 2026

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Highlights

  • Barclays analyst Dan Levy forecasts a possible Tesla-SpaceX all-stock merger valued near $3.6 trillion before December 2026.
  • A combined entity would drive demand for neodymium, dysprosium, terbium and other critical minerals used in EV motors and Optimus robots.
  • China controlled 94% of sintered permanent magnet production in 2024, a dependence no corporate merger can eliminate.
  • REEx identifies separation, metallization, magnet manufacturing and qualified non-Chinese suppliers as the real strategic bottlenecks.
  • No merger agreement, regulatory approvals, or long-term offtake commitments have been confirmed as of publication.

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By Daniel

Inspired to launch Rare Earth Exchanges in part due to his lifelong passion for geology and mineralogy, and patriotism, to ensure America and free market economies develop their own rare earth and critical mineral supply chains.

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Barclays analyst sees a Tesla-SpaceX merger by late 2026, but REEx warns the deal won't resolve China's 94% grip on rare earth magnet supply chains. (read full article...)

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