It is now fair to ask the question: Is Elon Musk a national security risk?

According to numerous interviews and remarks, Mr. Musk’s Department of Government Efficiency co-leader, Vivek Ramaswamy, once appeared to believe he was. In May 2023, Mr. Ramaswamy went so far as to publicly state, “I have no reason to think Elon won’t jump like a circus monkey when Xi Jinping calls in the hour of need,” a reference to China’s leader. In a separate X post targeting Mr. Musk, he wrote, “the U.S. needs leaders who aren’t in China’s pocket.”

Mr. Ramaswamy has since walked back his numerous public criticisms of Mr. Musk, but he was right to raise concerns. According to news reports, Mr. Musk and his rocket company, SpaceX, face federal reviews from the Air Force, the Defense Department’s Office of Inspector General and the under secretary of defense for intelligence and security for failing to provide details of Mr. Musk’s meetings with foreign leaders and other potential violations of national-security rules.

These alleged infractions are just the beginning of my worries. Mr. Musk’s business ventures are heavily reliant on China. He borrowed at least $1.4 billion from banks controlled by the Chinese government to help build Tesla’s Shanghai gigafactory, which was responsible for more than half of Tesla’s global deliveries in the third quarter of 2024.

China does not tend to give things away. The country’s laws stipulate that the Communist Party can demand intelligence from any company doing business in China, in exchange for participating in the country’s markets.

This means Mr. Musk’s business dealings in China could require him to hand over sensitive classified information, learned either through his business interests or his proximity to President-elect Donald Trump. No federal agency has accused him of disclosing such material, but as Mr. Ramaswamy put it, China has recognized that U.S. companies are fickle. He added, “If Xi Jinping says ‘jump,’ they’ll say, ‘How high?’”

Mr. Musk’s relationship with China’s leaders could prove a problem for America’s national security given that SpaceX has a near monopoly on the United States’ rocket launches. The United States is in an intense space race with China. In a May interview, Maj. Gen. Gregory J. Gagnon, the deputy chief of space operations for intelligence at the U.S. Space Force, said that there has never been a buildup comparable to what the Chinese are attempting in space — not even during World War II — and that “an adversary arming this fast is profoundly concerning.” The last thing the United States needs is for China to potentially have an easier way of obtaining classified intelligence and national security information.

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But the truth is that Mr. Biden will speak at a time of deep uncertainty about the future of America’s role in the worldp333 casino, including the war in Ukraine, escalating conflicts in the Middle East and growing economic competition with China.