Rare Earth Value Chains and Sustainable Global Supply

Описание: In this video, we dive into the "Magnet Struggle," the high-stakes geopolitical race to secure the 17 rare earth elements (REEs) that power everything from your smartphone and electric vehicle to advanced missile guidance systems. While these minerals aren't actually "rare" in the earth's crust, the ability to process them is currently a near-total monopoly held by China—a reality the U.S. Department of Commerce recently determined is a threat to national security.
In this episode, we explore:
• The China Monopoly: How one nation came to control 90% of global rare earth magnet production and 85% of the refining capacity, and why they’ve been called the "Middle East of REEs".
• The EV Paradox: Why your "green" electric vehicle requires twice as many magnets as a traditional car, making the auto industry's shift to net-zero dangerously dependent on a single, fragile supply chain.
• The Anglo-Deposit Challengers: We look at the "big three" Western companies—MP Materials, Lynas, and GWMG—that are fighting to build a "mine-to-magnet" supply chain outside of China.
• Innovation vs. Volatility: Can AI-accelerated discovery, "battery passports," and new technologies like iron-nitride magnets or "magnet-to-magnet" recycling break our dependence before the next price surge?.
• The Balancing Problem: The scientific reason why you can't just mine the specific minerals you need, forcing the industry to deal with the complex chemistry of all 17 elements at once.
Is the Western world’s scramble for "mineral independence" a realistic goal or a high-tech fantasy? We break down the latest Section 232 findings and the multibillion-dollar investments being made by the Department of Defense to ensure the backbone of modern technology doesn't snap.
Watch to find out if the next decade will be defined by a "supply crunch" or a new era of resource resilience.
#RareEarths #Geopolitics #ElectricVehicles #SupplyChain #CleanEnergy #NationalSecurity #MPMaterials #Lynas #TechWar