All their missiles, fighters and bombs need a mineral that China has vetoed them

The news took place in April. So, the Chinese government He formalized his answer To tariffs approved by the United States adding to its list of export restrictions a series of metals that went unnoticed for the general public. However, when the United States and Europe have been made numbers To replenish their arsenal sent to Ukraine and the East, they have encountered a problem of difficult solution. Them A component is missing essential.

And only China has it.

The mastery of the samario. Yes, China has exposed a critical vulnerability in the Western Military Supply chain by imposing severe controls to export Samarioa strange metal for the manufacture of heat -resistant magnets used exclusively in military applications. These magnets, fundamental in components As missile engines, smart bombs and combat fighters, they are irreplaceable due to their ability to withstand extreme temperatures without losing magnetic strength.

Since China produces the entire samarium of the world, and has stopped its export under a new licensing system claiming national security motifs, the United States and its European allies now face the real possibility of Not being able to replenish Its advanced armament reserves, especially and as we said, after its intensive deployment in Ukraine and East.

Announced dependence. Had the New York Times That the agency of China is not new: since the 70s, the Western Armed Forces trusted a French plant that closed in 1994, unable to compete with the cheap and environmentally lax production of the Chinese city of Baotou, in the interior Mongolia. Despite decades of dispersed warnings and efforts, such as Mine reopening From Mountain Pass in California after the Chinese embargo on Japan in 2010, the United States never developed a viable production of samarium.

Leaf, reactivated in 2014broke the following year for Chinese competition. MP Materials, its new owner, relaunched operations in 2018 and received pentagon funds to process samarium, but never installed The necessary equipment for lack of customers willing to cover high costs of the reduced market. Meanwhile, another project backed with federal funds (a Lynas plant in Texas) was never built after regulatory problems In Malaysia.

The lost link. And here comes one of the keys to understanding the “problem” of these nations. The largest samarium user in the United States is … Lockheed Martinwhich uses around 23 kg for each F-35 plane. The new Chinese regulations not only stop the direct flow of samarium, but also requires based licenses In the final consumerwhich blocks indirect exports to military contractors.

Although China has granted permits for certain magnets destined for the automotive industry (such as those used by disposses or terbio in brakes and addresses) has not given signs of releasing Samario’s supply, given its limited civil application. This hardening coincides with Chinese sanctions to US contractors linked to Weapons sales to Taiwanwhich reinforces the use of samario as a geopolitical pressure tool.

Other critical applications. A few weeks ago Japan Times summed up Very well what rare metals consisted of and how they influenced the different industries. The seven metals restricted by China (Terbio, Itrio, Disposio, Gadolinio, Luthacio, Samario and Scandio) fulfill crucial functions in both civil and military industries, from the generation of clean energy to the advanced defense. The Terbiofor example, it provides thermal resistance to the magnets used in submarines and aircraft, but it is one of the most scarce elements even within the rare earth deposits themselves.

The ititriumvital in treatments against cancer and superconductors, it has historically been extracted in the United States but must still be processed abroad. Disposioresistant to heat and key in the energy transition, is essential for magazine turbine and electric cars magnets, and also for nuclear reactor control bars. The majority of the supply of these three metals goes to Japan, South Korea and, to a lesser extent, to the United States.

The nuclear spectrum. For its part, The gadolinio It is widely used in magnetic resonances due to its magnetic properties, but also appears in nuclear reactors and electronic components. The Luthaciodenser than other elements of this list, acts as a catalyst in oil refineries, while the samario, as we said, protagonist in recent blockages, forms magnets that resist extreme temperatures and that are essential in combat planes, turbines and advanced guide systems.

Finally, The Scandioof marginal production for half a century, it has applications in military aviation, bicycles and tracers to detect leaks in pipelines, thanks to its resistance and radioactive properties. As We have counted other times, the lack of infrastructure to separate and process these materials in the United States or Europe aggravates their structural dependence on China, which already supplies More than 90% of American imports.

Asterisk. Interestingly, China has not included in this round to the neodymium and the praseodimiumtwo of the rare metals most used in the manufacture of permanent magnet motors, essential for electric vehicles and wind turbines. These two elements are still produced in the Mountain Pass mine, in California. Even so, American production barely reaches a fraction of global demand, and China’s dependence is still critical.

A strategic urgency. In short, in a context in which the United States and its allies try to accelerate the replacement of reduced arsenals and ensure deterrence, The bottleneck From the samario he highlights the risks of having subcontracted for decades the strategic inputs to China. The commercial conversations In London they seek to reactivate the flow of these metals, but the expectations that Beijing reversed their new licensing system are rather scarce.

Meanwhile, the United States and Pentagon face the dilemma of how to reconstitute a national supply chain for an essential resource whose production, for its cost and limited scale, has proven to be commercially unfeasible No sustained subsidies and long -term political commitment. The samario, invisible to the general public, thus becomes a symbol of a new era of technological and military rivalry, where industrial sovereignty is again a matter of national security.

Image | PexelsUS Department of Agriculture, USAF

In Xataka | China has done what the global industry feared: block the export of the most valuable rare earths

In Xataka | China’s domain of rare earths has nothing to do with geography: it is born from 39 university programs