Chinas

China’s brutal dominance in rare earth production in the last 30 years, in a revealing graph

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There are few strategic natural resources as important as gas, gold or oil, but there is one that is less known and that is decisive in practically any industry and therefore, also in geopolitics: the rare earthwhich are neither earths nor rare (in fact, they are a list of 17 metals). The state that has enough rare earths in its territory and the capacity to extract them will have much to gain to become a power. Well, if you can cough China, the absolute leader in rare earths so much in reserves as in production. A picture is worth a thousand words. But today the power of China is discussed is one thing and another if the Asian giant started by winning the game. Spoiler: no. The United States Geological Survey It has a very complete database where to visualize production by country from 1994 to the present (among other information), but more than a table, it is better seen with images. Thus, at a glance you can see its beastly hegemony in this chart from Visual Capitalist from 1994 to 2024. 30 years of rare earth production. Visual Capitalist An animation still counts more. The Visual Capitalist illustration shows Chinese superiority, but the evolution of rare earth production by country is better seen with an animation showing its meteoric rise because yes, the global rare earth industry has been profoundly transformed in the last 30 years. In just three decades, China has gone from having a 47% quota to almost 70% of the 400,000 metric tons produced today (by the end of 2024). Or what is the same, going from manufacturing 31,000 metric tons to 270,000 metric tons, something that can be seen in this animation by Global Times and Valiant Panda: Tap to see the animation. Production by country of rare earths from 1994 to 2024, Global Times How America Lost Control. It’s worth stopping the animation at the beginning, because in the 90s the United States was the world’s largest producer of rare earths and Mountain Pass was its main plant for obtaining them. Its average extraction was around 20,000 – 22,000 tons. And then, in 1997, came the Mountain Pass environmental disaster: a burst pipe in the eponymous mine that contaminated the Movaje Desert with toxic radioactive waste. Between the disaster and the subsequent lawsuits, production suddenly fell to 5,000 tons between 1998 and 2002. It would then fall to 0 in the 2000s. It would be in the 2010s when it began to recover: now the United States is around 46,000 metric tons. As Rocío Jurado sang, now it’s too late, lady: it was also in the 90s when China went into steamroller mode. The unstoppable rise of China. That China has come to dominate world production hides several keys. The first, the ability of its suppliers to offer lower prices Thanks to state aid, laxer environmental standards and cheaper labor made possible costs that the West could not cope with. China had the resources, but its victory came because it was able to build an entire industry while the rest of the world watched. Producing the raw mineral is only the first step, then it must be separated to achieve a high degree of purity (between 95 and 99%, depending on the application) in a complex, expensive hydrometallurgical process that, as we have seen, leaves radioactive waste along the way. Where it still dominates more: refining. Because although China has a share of almost 70% of world production, its dominance is even more overwhelming in refining: it produces around 90% of world refining. In fact, other countries such as Australia or the United States extract minerals, they turn to China for refining. If there is no refining industry at the level of extraction, there is no sovereignty. Other faces. Trump wants to step on the accelerator of national mining and expedite permits, the EU also seeks its strategic sovereignty with laws such as the Critical Raw Materials law and its application in places like Per Geijer’s Swedish megamine. We have already talked about Australia, which at least until this year It will depend on China for refining those 16,000 metric tons that have been around in recent years, but there are other countries that have joined the race. But while the Global Times animation focuses on great powers, the Visual Capitalist graph reveals new players in the industry such as Myanmar, Thailand or Nigeria, especially focused on more scarce and valuable elements. However, their supply chains are unstable and have their own regulatory and geopolitical risks. In Xataka | The world’s rare earth reserves, laid out in this graph showing the brutal dominance of a single country In Xataka | Europe seeks its sovereignty in rare earths and knows how to achieve it the fast way: with a supermine in Sweden

China’s nuclear renaissance is now visible from space

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Since China detonated its first atomic bomb In the midst of the Cold War, its relationship with nuclear matters has been marked by secrecy, declared prudence and a deep distrust of the great powers. For decades it chose to stay in the background, building capabilities away from the spotlight and speaking little about them. This historical silence is key to understanding why, each time that something moves In that area, the world pays attention. A silent resurgence in the mountains. The story was brought in a special the new york times this weekend through satellite images. In the humid and rugged valleys of Sichuan, far from prying eyes, China is reactivating and expanding a nuclear infrastructure conceived for another era but adapted to a rivalry between superpowers that is intensifying again after the end of the historic pact between Moscow and Washington that we counted recently. Images from space show new bunkers, ramps and industrial complexes with ventilation and thermal dissipation systems that aim to high risk activitiesintegrated into a framework that no longer seems defensive or residual, but rather coherent with an accelerated and planned expansion that has been gaining pace since the end of the last decade. The inheritance of the “Third Line” and its update. These enclaves are not born from nothing, but sink their roots in what was called lto “Third Line”promoted by Mao Zedong to protect the nuclear heart of the country from American or Soviet attacks. For decades, that internal nuclear empire remained in the backgroundreduced and fragmented when global tensions eased. Today, those same facilities seem regain prominencenot as relics, but as modernized nodes that recover their central function in a China that has left behind the doctrine of minimum containment. Zitong in 2022 (top) and 2026 (bottom) Zitong and Pingtong: key pieces. They explained in the Times that the work detected in Zitong suggests advanced testing of high-precision explosives, essential to perfect the implosion that initiates a nuclear reaction, while the Pingtong complex, with its large ventilation chimney and its characteristic architecture, points to the manufacture of metal cores of the warheads, probably plutonium. The structural similarity with foreign facilities specialized in this process, like Los Alamos National Laboratory, reinforces the idea that China is closing the full cycle of design, testing and production of modern nuclear weapons. Intelligence, data and the value of what is not seen. Beyond the visible, the real leap is in the integration of intelligence, geospatial analysis and advanced simulation capabilities. The great laser ignition laboratory in Mianyang allows the behavior of nuclear warheads to be studied without the need for actual detonations, an approach that reduces political and environmental risks while accelerating technical refinement. In this way, each work detected is only a fragment, but together they form a mosaic that reveals a strategy based on accumulating knowledge, validating designs and gaining operational confidence without openly crossing international red lines. A direct challenge to gun control. There has been a lot of talk about these in recent weeks with the end of the New Start treaty. This Chinese acceleration would complicate any attempt to revive global nuclear control agreements after the expiration of that last treaty between the United States and Russia. Washington insists that China must form part of any new framework, but Beijing avoids commitments that limit growth that it considers necessary for its status as a global power. The American accusations of covert tests, rejected by China, add a layer of mistrust that pushes both sides to plan based on worst-case scenarios. Taiwan and the logic of enhanced deterrence. The backdrop to this effort is China’s perception of vulnerability to nuclear coercion American, especially in a plausible crisis over Taiwan. As? A largest arsenaldiverse and technologically tuned offers Beijing the feeling of sufficient immunity to maneuver more freely in a conventional conflictraising calculation risks for all parties. In that sense, what is happening under the mountains of Sichuan is not only an industrial modernization, but rather points more to a strategic bet that redefines the balance and forces the rest of the world to interpret, and the “intimate enemies” to react, if They are not doing it anymore. Image | Planet Labs, Google Earth, Airbus In Xataka | The United States is convinced that China is conducting nuclear tests. The problem is that you can’t prove it. In Xataka | China is building something that looks like an oil well. It is actually a nuclear bunker with a command center

US sanctions are collapsing China’s factories. It’s bad news for the rest of the world

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The US has intensified in recent years its tariff policy against China. Under the shield of “national security reasons,” the Trump administration has attempted to isolate China from essential components to create cutting-edge technology. The play didn’t go too welland China is at its best moment of national production. So much so that the capacity of its factories is reaching the limit. There are those who warned. Lip-Bu Tan, CEO of Intel, warned at the beginning of February in his statements. He pointed out that the US blockade is only achieving the opposite effect, driving giants like Huawei to develop silently and accelerating the race for China to obtain the capacity to make three nanometer chips. SMIC confirmed it. He SMIC report corresponding to the fourth quarter of 2025 is a perfect summary of China’s efforts to one day end up leading the semiconductor race. China doesn’t just want to make chips for mobile phones: it wants to dominate the semiconductors that support AI, cars, telecommunications, industry, energy and defense: because whoever controls these chips controls technological power. The key data. That SMIC’s profits have grown by 39% in the last year is quite revealing, but that the capacity of its factories has risen to 93.5% is even more so. In other words, the Chinese company is practically at the limit of its production capacity, having to satisfy the demanding demands of both the government and local companies. How does this affect me?. Among the key sectors that China wants to lead is AI. And this one needs many, many chips. So much so that SMIC has warned that the demand for them is being so enormous that the rest of the consumer electronics orders are being compromised. This ends up translating into delays in supply, price increases and something that we have been warning about for months: basic components such as RAM, SSD memories and so on. They are going to be more expensive than ever. Without help from anyone. China, without access to ASML’s most advanced machines, is achieving alternative routes for your manufacturing processes. Although some of its manufacturers are still in collaboration with giants like TSMC (case of Xiaomi with “its” XRing 01 chip, manufactured by TSCM in 3nm), the plan is to be completely self-sufficient. Something that they will end up achieving, sooner or later. In Xataka |

break China’s monopoly on rare earths

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If in the 20th century the powers fought over oil wells, in 2026 the battle will be fought on the periodic table. Lithium, cobalt, gallium and rare earths have become the new barrels of crude oil, essential for manufacturing everything from the battery of an electric car to the guidance system of a hypersonic missile. In this scenario, Donald Trump’s administration has encountered an inescapable geological reality: the rhetoric of “America First” has a physical limit. To win the technology race of the 21st century, Washington needs its neighbors. In an unprecedented diplomatic and economic maneuver, the United States has launched an offensive to recruit Mexico, Argentina and a bloc of global allies, with the declared objective of shielding themselves from the vulnerability posed by China’s almost absolute dominance over critical minerals. The peak of strategic anxiety. The epicenter of this Copernican turn was the State Department in Washington, where Secretary of State Marco Rubio and Vice President JD Vance They served as hosts at the “Ministerial Meeting on Critical Minerals”. The call was no less: 55 international delegations sat at the table, under an urgent premise that the free market has failed. The American diagnosis is severe. China controls 90% of rare earth processing capacity and has begun to use that monopoly as a geopolitical weapon, imposing licensing requirements and restricting exports to pressure American industry. “The international market for critical minerals is failing,” said Vice President Vancearguing that Beijing floods the market with low prices to ruin Western competition and then raise prices at will. Project Vault and the lapse. To counter this, the White House has presented tools that rewrite the rules of global capitalism. Trump announced the creation of a strategic mineral reserve valued at 12 billion dollars (10 billion in Ex-Im Bank loans and almost 1.67 billion in private capital). Like the Strategic Petroleum Reserve created in the 1970s, this “vault” —call Project Vault— will accumulate stock to protect giants such as General Motors, Stellantis and Google from future supply crises. But the White House mentality has gone from business to war, literally. In a Freudian slip or statement of intent, the Trump administration’s official documents on these investments list the Pentagon under its 19th-century name: Department of War (War Department). Under this anachronistic headingWashington is already financing mining projects in Alaska and North Carolina, making it clear that resource extraction is no longer a matter of the market, but of pure and simple national defense. The FORGE alliance and “price floors”. To support this scheme, has been launched he Forum on Resource Geostrategic Engagement (FORGE), initially chaired by South Korea, to coordinate a “preferential trade zone.” The revolutionary idea here is floor prices: if China pulls down global prices, the members of the bloc external tariffs will apply to maintain high internal value, thus guaranteeing the profitability of mining investments in allied countries. However, the market has reacted with skepticism to this interventionism. Paradoxically, after the announcement, the shares of American mining companies such as MP Materials and USA Rare Earth plummeted between 6% and 9%. According to analysts cited by Reutersthe fear is that the Trump administration will withdraw direct subsidies for individual projects to focus on this complex global price engineering, leaving local companies exposed to regulatory uncertainty. This entire American strategy draws a two-speed map of the world. On the one hand, there is the technological “VIP club”: the United States, Japan and the European Union will sign a binding trilateral agreement in 30 days to coordinate their industries. On the other hand, there are the suppliers of raw materials: Latin America. Argentina and the delivery of Lithium. In the south, Javier Milei’s administration has decided to unconditionally align its resources with Washington’s interests. Argentina, the world’s fifth largest producer of lithium, signed a framework agreement that ties it to the American supply chain, using RIGI as bait (Incentive Regime for Large Investments). For the White House, Argentina is the key piece to deal a blow to Beijing. At the moment, more than 70% of Argentine lithium travels to China, a flow that the US is determined to cut off and redirect towards its own factories. The operation is already underway. While diplomacy was signing papers, money was moving: the giant Glencore has agreed with the Orion consortium (backed by the US) to acquire assets, demonstrating how Western capital is beginning to take positions on the ground. Secretary Marco Rubio He did not hide his enthusiasm for this total provision: “Argentina is going to be a key partner for the world,” he stated, highlighting not only the extraction, but the country’s capacity to process the materials that the US needs. In practice, this makes the South American country a primary link in American national security. Mexico: The treasure map and the threat of the “Menú”. The situation in Mexico is one of forced pragmatism under threat. With the T-MEC review scheduled for July, the Mexican government accepted an “Action Plan” 60 days that goes far beyond commerce. The agreement opens the door to something that strikes a chord with national sovereignty: the US Geological Survey will collaborate in the “geological mapping” of Mexican territory to locate deposits, an x-ray of the neighbor’s resources carried out from Washington to “provide transparency.” The Secretary of Economy, Marcelo Ebrard, justified the transfer with a phrase of brutal realism: “If you are not at the table participating, you are on the menu.” But for many, Mexico is already being devoured. The “Cambiémosla Ya” collective has issued a fierce alertdenouncing that this plan is a “return to neoliberalism” that subordinates national sovereignty to the industrial needs of the north. They warn that the rush to comply with Washington’s quotas will cause “the dispossession, displacement and destruction of communities”, relaxing regulations to turn the territory into a sacrifice zone for the US energy transition. Passport for rocks, walls for people. The backdrop of this great mineral alliance reveals a contradiction that defines the current era. While … Read more

China’s new obsession is to prevent the US from confiscating its ships

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When we think about boarding, it is inevitable that a scene from “Pirates of the Caribbean” comes to mind that takes us to past times and fiction, but nothing is further from reality. We have recently seen how American special forces carried out a raid on a cargo ship traveling from China to Iran at the end of last year in the Indian Ocean and another at the beginning of this year, this time in the Atlantic and with Marinera as a goalan oil tanker flying the Russian flag. It is not an action movie, it is the current maritime geopolitical reality. From the sanction to the boarding. That with Trump the United States’ policy towards the world had changed is no longer a surprise: his modus operandi at sea is another example of his proactive policy. At least seven ships have already been confiscated of the ghost fleet that transports Venezuelan oil, in addition to the Marinera oil tanker and the cargo ship in the Indian Ocean. In the latter case, the commandos confiscated “dual-use” components (military and civilian) before allowing the ship to continue on its course. The United States has clearly moved from paper sanctions to action. The boarding of an oil tanker off the coast of Venezuela bound for the Asian country was branded by China as a serious violation of international law, as declared its Ministry of Foreign Affairs. The United States is putting its fist on the table. For China this is not a mere isolated event. According to analysts from Nanjing University quoted by the South China Morning Post The Trump Administration has one objective: to reaffirm American hegemony on the high seas, putting essential routes such as the Strait of Malacca in check. An open wound: Yinhe’s trauma. For China, this is a true déjà vu that takes them directly back to 1993, when the United States paralyzed the Chinese cargo ship Yinhe, causing it to deviate from its route for a search in search of chemical weapons that finally they did not exist. in China it was considered a deliberate provocation and put a reality on the table: they needed a powerful navy capable of escorting their ships beyond Malacca, otherwise the part of the economy that depends on the sea would be hostage to the decisions of the United States. M.Minderhoud – own work based on PD map, Public domain What is it about Malacca that is essential for China?. Just take a look at the map: the Strait of Malacca is the maritime gateway that links China to the world. Much of its energy and commerce passes through that enclave. If the United States normalizes the seizure of ships in the Indian Ocean before they reach the strait, it will be able to choke off China’s supply before cargo can access its safe waters without having to launch a single missile. Malacca is the weakest link. Because the Strait of Malacca is a maritime line of communication historical: this report from a 20o6 chinese report It says that more than 80% of Chinese oil exports transited through the Strait of Malacca. Today, this dependence remains a critical problem for which China still has no solution: 80% of China’s $390 billion in annual energy imports still passes through that 2.7-kilometer-wide strait at its narrowest part, according to data from the Observer Research Foundation report for September 2025. By DoD – Image:China Report 2006 China’s plan: escorts and an eye for an eye. Professor Li Lingqun of Nanjing University explains for SCMP a possible response, which involves “providing naval escorts for commercial vessels to deter such actions. (…)The rapid development of China’s naval capabilities today allows the rapid deployment of these means.” The United States is already aware that China is ready to deploy escorts beyond the Gulf of Adam. From Beijing, the brand new new Type 076 amphibious assault ship says hello EITHER the Sichuanthe largest amphibious assault ship in the world. China’s response to what the South China Morning Post qualifies as state piracy It would not be limited to diplomacy, but would also be military. As analysts detail, China has the legal precedent of the United States boarding to replicate this same action or intensive inspections at sea, including the Taiwan Strait. You already have your coast guard ready for do offshore inspections. This China of 2026 is not the one of 1993. And we have already seen it in the trade and tariff war: in the form of tariff counterattacks in response to Trump or as a pressure measure with its rare earth elementsa market where has total hegemony. On the other hand, it is worth remembering that in the roadmap China is modernizing its military capabilities with 2035 as the deadline. In Xataka | China has revealed a new naval military strategy: civilian ships that can become missile launchers In Xataka | Satellite images have revealed that China has gathered its most important aircraft carriers. And that can only mean one thing Cover | rhk111

China’s drone shows in 2026 are nothing like we’ve seen before

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Without being me the viral Uruguayan lady from TikTok who thought they were something paranormal, it must be admitted that some drone shows leave people speechless. Spoiler: the one in Barcelona, ​​with all due respect, was not that big of a deal. Especially if we compare it to what China is doing. From a technical point of view, drones evolve the compositions of classic fireworks, but the Asian giant stands out for its handling of this device in every sense: on a military level, making it shoot with surgical precision from 100 meters away or 200 units are carried out by a single soldieror in the playful. And as an example, some of their shows from recent months that show that China plays in another league. Note: To enjoy the audiovisual content more, we recommend that you set the videos to the highest quality possible. China’s big coup in authority over drone shows came with the 75th anniversary of the People’s Republic of China: to date, the records for the number of units controlled by a single team (do not confuse with that of Ras Al Khaimahthat of the largest aerial image of a phoenix made by drones) there were around 5,000 drones, but for the occasion more than 10,000 units (10,179, specifically) crossed the sky, controlled by a single computer, forming figures as culturally iconic as a red dragon crossing the bay of Shenzhen. That they are capable of emulate the dragon’s scales or how it executes a complete turn It’s amazing, but the evolution of drone shows in the country has been such that it has already become outdated… and has dropped to bronze in the Guinness Book of Records. And as an example, what better than to see what he did at the beginning of February of this year as a rehearsal for the next Chinese New Year (the Spring Festival) in Heifei (Anhui): more than 20,000 drones tracing three-dimensional figures with such complexity and density of light that it almost seems solid. And it’s just a test, hence it doesn’t count for records. Tap to go to the X/Twitter post Tap to go to the X/Twitter post Weeks before, the China Science and Technology Innovation Gala also took place in Heifei, where they recreated the Anhui Opera and a historical event: the arrival of the four opera companies to Beijing for Emperor Qianlong’s 80th birthday. It would be the birth of what is known today as Peking opera. The important thing here was not so much the number of drones, but rather the artistic fusion. Nevertheless, according to the China Global Television Network10,000 drones illuminated the sky with iconic images of Chinese opera sharing performance with human and robot performers in a curious mix of tradition and innovation. China Science and Technology Innovation Gala. CGTN In Heifei they have taken a liking to drone exhibitions and last fall there were another more modest (by Chinese standards) of “only” 1,024 units to celebrate the upcoming science and technology exhibition, as CGTN explains. On this occasion, more than something artistic or record-breaking, its approach was purely scientific and technical, with the drones forming robotic or DNA structures. There may be few drones, but the fluidity of the transitions is notable. 8th World Voice Expo. CGTN To welcome 2026, the city of Chongqing hosted a show Of “only” 8,000 units on the Yangtze River they formed figures like a dragon, the essential countdown and the galloping horse (because this Chinese New Year will be the year of the horse) in a spectacle that played with air, land and water. Also in Guangzhou They celebrated the end of the 15th National Games of China and the arrival of 2026 at the same time with the massive deployment of more than a thousand drones over the Pearl River to reproduce sports figures or the mascots of the games from the countdown of the year. The number of drones may be lower than in other events, but the quality is striking: the representation of fluidly moving silhouettes is striking. Going back to the records, Guinness still boasts it Liuyang city, Hunan province. In fact, the company High Great he managed to beat it twice in October 2025: on the one hand, it managed to have 15,947 drones synchronized from a single computer (the largest number to date) and not only created figures, but launched “cyber fireworks” (there were real pyrotechnics loaded into the devices). How many? 7,496 units, the largest number of fires launched from drones. Coincidentally, that city is known as the “world capital of pyrotechnics” and the milestone took place at the Liuyang Fireworks Festival, showing that drones do not come to replace fires, but to complement them. The fusion seems like magic. Given China’s rapid pace with drones, that record has its hours numbered. Nevertheless, today the Guinness silver It is displayed at the DAMODA exhibition in July 2025 in Heyuan (Guangdong), where 11,198 drones created enormous figures over Lake Wanlvhu representing the evolution of the area in recent decades. Behind these records are companies like High Great and Damoda and beyond getting headlines, there is a real technical challenge behind: Keeping thousands of devices in the air without colliding and with a latency of milliseconds requires extremely high GPS precision and computing power that is not available to everyone. In Xataka | The Vatican drone show was commissioned by an unexpected businessman: Elon Musk’s brother In Xataka | Climbing Everest in person costs 50,000 euros. Uploading it in 4K from the sofa at home is now free Cover | High Great

A global trucker crisis is on the horizon. China’s solution: autonomous truck caravans

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The global freight transport market is facing a labor crisis. This is what the data says, pointing to a shortage of goods in Europe, North America and China. But also in Australia or Argentina. In search of solutions, Chinese companies are already proposing a way out: autonomous truck caravans. Shortage. 75% of the goods They are transported by road. 85% of the transport of perishable products opt for the same type of route. Although the transport of goods by train increases, the truck continues to be the alternative that best combines flexibility with contained costs and high efficiency for most companies. But these contained costs aim to disappear. According to the International Road Transport Organization (IRU) there is a global shortage of 3.6 million truck drivers. It is more or less 7% of the total places that are active right now. And the prospects are even worse. Road to retirement. The sector has a problem: retirement. A significant number of truck drivers are very close to slamming the door on their cabins. In Europe alone it is estimated that, in this year 2026, there will be a gap between supply and demand of one million truck drivers. And the problem is that the increase in online commerce will only aggravate this situation. By 2030, they believe that there will be a lack of 11% of the places necessary to cover the volume of work that would be necessary to effectively transport all the goods that will be put on the road. This situation is, according to IRUespecially serious in China where they estimate that before the end of the decade 19% of the truck drivers who are currently working will have retired. Let them go alone. With these perspectives on the table, Pony AIa company specialized in artificial intelligence that has your own autonomous car service in China and that has reached a agreement with Stellantis to advance joint developments for Europe, has announced that it has an autonomous truck solution to advance in a caravan. The idea is that the trucks in advance in a 1+4 convoy. Thus, the first of the vehicles is driven by a human and the four remaining autonomous trucks travel completely autonomously, guided by the first but applying level 4 autonomy. That is, trucks can circulate without anyone at the wheel. 2026. The project has a date: this year. Pony AI announced a few weeks ago a collaboration agreement with Sany, a vehicle production company for industrial work or the transportation of goods that will provide the hardware. The digital brain is provided by Pony AI. Together they believe they can have these self-driving truck caravans ready this year. If they are mass produced, they would be the first in the world to manufacture 5G, completely autonomous and electric trucks, They boast from Sany. According to their accounts, it is a business that will reduce the cost per kilometer by 29% and that can boost the operating margin of companies by 195%. First tests. In BBC They report that China was already experimenting with autonomous trucks last year. “Of course, I was a little scared the first time I drove an autonomous truck. But, after spending a lot of time observing and testing these vehicles, I think they are actually quite good and safe,” said one of the truck drivers who have gotten behind the wheel in these tests to take control if necessary. In the video You can see how the trucks circulated alone between Beijing and Tianjin, a route of more than 100 kilometers. It explains that the driver takes control in the first stages of the journey and must be seated to take the wheel at specific times. However, most of the trip is made without making any decisions and with four trucks behind him. Experience. Sany is not inexperienced in this sector either. The company, in addition to electric trucks for Pony AI, has also worked with industrial use vehicles such as trucks to transport minerals. In this videoFor example, a mine is shown in which an operator controls an excavator remotely. With it, it fills trucks with the extracted materials and these, once full, move completely autonomously to transport these minerals and make room for a new vehicle that has already made the same journey previously. A way of working that is also being studied Huawei. Photo | Pony AI In Xataka | Spain and Europe have a problem: they move 85% of their products in trucks and they are missing 3 million truck drivers

Samsung and Apple brought ultra-thin mobile phones to the market with little battery life. China’s response: hold my tank

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Samsung was the first, and Apple followed a few months later. The introduction of increasingly thinner mobile phones on the market did not meet any specific need, beyond reducing weight and thickness. Betting on this format, at least with the proposals of Western manufacturers, brought with it sacrifices both in camera and autonomy. In China they are clear that There is no need to sacrifice one thing or the other.. The Honor Magic8 Pro Air. Recently, Honor presented the Magic 8 Pro Air in China. The surname already tells us where the shots are going. It is a mobile phone of only 6.1mm It has the best MediaTek processor It has a 5,500mAh battery It has a triple camera system (wide angle, wide angle and telephoto). It turns out that it was possible. There are a few millimeters of difference between the Honor Magic8 Pro Air and its direct rivals, the iPhone Air and Samsung Galaxy S25 Edge. But the numbers speak for themselves. Honor magic8 Pro air iphone air samsung galaxy s25 edge dimensions 150.5 x 71.9 156.2×74.7x 158.2 x 75.6 thickness 6.1mm 5.6mm 5.8mm battery 5,500mAh Si/C 3.149mah Li-Ion 3,900mAh Li-ion camera system 50MP, 1/1.3″, OIS 64 MP, /1.2″, OIS 50MP 48 MP 1/1.56″ OIS shift sensor 200 MP, 1/1.3″, OIS 12MP,1/2.55″ The Honor device is 0.3mm thicker than an S25 edge and 0.5mm thicker than the iPhone Air. To give you context, there is a guitar pick difference and a 75% higher energy density in the case of the Chinese mobile. An outrage. Furthermore, China has shown that it is not necessary to give up a single camera to opt for this format. And when we talk about flagships, this point is key. The 10K club. Beyond demonstrating that in ultra-thin mobile phones, silicon-carbon technologies allow energy densities that were impossible until a few years ago, the “10K club” is adding more and more participants. Chinese phones with normal thickness or even less than usual with 10,000mAh batteries. The last one to join the club was Realme P4 Powerthe first mobile phone in the world with a 10,001mAh battery. These are figures that double the usual standard in the rest of the ranges. The answer? There is neither nor is it expected in the short term. China has been ahead in the race to deploy silicon-carbon batteries, one that is not so easy to get into. Such high density batteries require: Greater regulations at the transport level, especially in the European Union. Much higher prices, as Xiaomi advanced. A durability risk not yet proven. Moving towards silicon entails important changes that traditional manufacturers, accustomed to a conservative and slow strategy, are not yet willing to take on. Image | Honor In Xataka | The 80/20 rule seemed like the holy grail for cell phone batteries. It’s not as infallible as it seems.

Tesla turns on the mega-refinery in Texas with which it wants to break China’s game

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The map of global power is no longer drawn only with oil wellsbut with the critical mineral pathways. In a move that redefines the auto industry and energy geopolitics, Tesla has announced that its lithium refinery in Texas is already an operational reality. It is not just another factory; It is the West’s first major attempt to wrest the keys to 21st century mobility from China. The advertisement. tesla sent a strong message through its official channels: its lithium refinery is now operational. According to Elon Musk himselfthis milestone “marks the beginning of energy independence for North America.” The facility, located in Robstown, near Corpus Christi Harbornot only seeks to ensure the supply of components, but also to reduce logistics emissions and generate regionalized employment. As detailed by Spectrum Newsthe plant has met the ambitious deadlines set since it was launched the first stone in May 2023. What was then a project of more than 1,000 million dollars, today is, according to Musk’s wordsthe largest and most advanced facility of its kind on the continent. A look towards China. To understand the magnitude of this step, you have to look at the Asian giant. Tesla is replicating the successful strategy of the Chinese giant BYD: absolute vertical integration. It’s no longer just about designing software or assembling chassis; it’s about controlling the entire value chainfrom when the mineral comes out of the ground until it becomes a battery cell. The capacity of this plant is massive. According to the specialized media DiscoverAlertthe refinery has a capacity of 50 GWh per year, which translates into enough lithium to manufacture approximately one million battery packs per year. By eliminating intermediaries, Tesla not only ensures its production rate, but also shields itself from the frailties of global logistics and geopolitical tensions. Texas alchemy. The real revolution of this plant is not only its size, but its chemistry. As Jason Bevan explainsmanager of Tesla, the plant uses a pioneering process in the United States: alkaline leaching to directly convert spodumene mineral into lithium hydroxide suitable for batteries. Unlike traditional refining—which often relies on aggressive acids and generates hazardous waste such as sodium sulfate—Tesla’s method is acid-free (acid free). As the refinery staff explains in the official video released by the brandthis process eliminates toxic byproducts. Instead, it generates a mixture of sand and limestone known as “anhydrite.” This byproduct, far from being waste, is being integrated into the circular economy. tesla confirmed from the beginning of the project that this material would be used in the production of construction materials (concrete), turning a traditional waste stream into a useful resource. Is it possible to break away from China’s shadow? Despite the optimism in Texas, the reality of the global market remains overwhelmingly favorable to Asia. How we have developed in XatakaChina currently controls the refining of 19 of the 20 strategic minerals evaluated by the International Energy Agency (IEA). Their dominance is almost total, since they process 95% of the graphite and 98% of the rare earths on the planet. Furthermore, the Chinese advantage is not coincidental, but the result of decades of investment under the “Made in China 2025” plan. While Tesla has managed to build its refinery in a record time of 19 months, the IEA warns that, on average, a mine takes up to 17 years to be operational. However, the United States has begun to play its cards with unprecedented aggressiveness. According to OilPricethe US administration has moved from traditional lending to direct involvement, acquiring stakes in mining companies such as Lithium Americas. This paradigm shift seeks to close the gap with China through public-private collaboration that includes massive projects such as Thacker Pass in Nevada, which is expected to be the largest lithium supply in the Western Hemisphere by 2027. The mining ecosystem: from Nevada to Texas. Until now, lithium production in the United States was almost negligible. According to a CNBC report, the Silver Peak plant in Nevada, owned by Albemarle, has been the only active source in the country for decades. Their method, based on solar evaporation in giant pools covering 13,000 acres, is a slow process that requires 18 to 24 months to concentrate the mineral. The arrival of Tesla and other players such as American Lithium (which recently expanded its assets in Nevada according to their own corporate statements) is transforming the sector. While Albemarle focuses in the extraction of underground brinesTesla focuses on the refining of hard rock (spodumene), creating a diversified ecosystem that seeks to feed the growing demand for electric vehicles. A change of era. The success of the Texas refinery will not be measured only by the tons of lithium hydroxide it produces, but by its ability to demonstrate that the West can compete on costs and sustainability without depending on Chinese infrastructure. Tesla isn’t just making electric cars; is building the foundations of industrial sovereignty. This project is the first concrete step to reduce a dependency that until recently was considered inevitable. Time will tell if 19 months of Texan engineering can beat two decades of Chinese strategy, but, for now, Tesla already has one of the keys. Image | tesla Xataka | Tesla urgently needs to make its electric cars cheaper. And their plan is to produce batteries in Germany

The Fujian is officially China’s largest power catapult. Beijing already has a button to challenge the US Navy

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It has been almost two years since China ended its long-awaited Fujian aircraft carrierits largest warship with cutting-edge technology for the nation. From then until now it has been going through different scenarios of tests and tests that will confirm reliability of what should be the spearhead for Beijing to compete in the same league as the United States. That day has already arrived. The naval power of the 21st century. China has made official the entry into service of Fujian, its first aircraft carrier with electromagnetic catapultsa milestone that marks a qualitative leap in the country’s naval ambition and in their direct rivalry with the United States. In a ceremony held in the port of Sanya, on the island of Hainan, President Xi Jinping performed the symbolic gesture of pressing the launch button from the ship’s control bubble, in an act that state propaganda presented as the beginning of a new era for the People’s Liberation Army Navy. Projection and vulnerability. With 80,000 tons displacement, 300 meters in length and capacity to operate nearly 60 aircraft, the Fujian becomes the jewel of the Chinese fleet, the third in service after from Liaoning and the Shandong. Its distinctive feature is the electromagnetic catapultsan aircraft launch system similar to the American EMALS that only equips one other ship in the world: the USS Gerald R. Ford. China has thus jumped directly from aircraft carriers with a “ski jump” ramp to a generation of electromagnetic propulsion directed personally, according to Beijing, by Xi. This technical advance has clear strategic implications: improves the rate of departures, reduces wear and tear on aircraft and allows the operation of drones or lighter devices, opening the door to a more flexible and modern on-board aviation. Fujian The jump and the dimension. The Fujian represents more than just a technical improvement: it is the first completely designed and built in Chinafree of the Soviet legacy that conditioned the previous ones. The Liaoning was originally a ukrainian helmet unfinished work of the eighties and the Shandong su national derivativeboth with STOBAR systems short takeoff. With Fujian, China abandons that past and exhibits its technological maturity, especially in a context of industrial rivalry with the United States, whose own EMALS program has faced years of failures and cost overruns. In contrast to the Gerald R. Ford problemsXi’s speech and the staging of the ceremony convey a message of effectiveness and national pride: that of a power capable of manufacturing its own cutting-edge ships while the adversary hesitates. The choice of the port of Hainan was also not accidental. from there, China control access to the South Sea and projects its influence towards the western Pacific and the Taiwan Strait. On that board, the Fujian is not just a ship, but a political statement about Beijing’s ability to contest global maritime dominance. Fujian Target of the future. However, the relevance of these steel colossi coexists with a paradox. While the great powers continue to invest billions in building them, the conflict in Ukraine has shown that he size no longer guarantees invulnerability. With low-cost naval drones, Ukraine has managed to disable much of the Russian Black Sea Fleet, inflicting a “functional defeat” without possessing a single aircraft carrier. The contrast is eloquent: asymmetric warfare reduces the effectiveness of the most expensive conventional weapons, but not their strategic value. In the case of China and the United States, aircraft carriers maintain their role as projection and deterrence instrumentsuseful for both combat operations and coercive diplomacy. Make fear. Washington continues to use them as pressure tool geopolitics: Donald Trump himself ordered the deployment of the Gerald R. Ford against Venezuela as a symbolic warning to the Nicolás Maduro regime. The scene, with an aircraft carrier escorted by four destroyers and armed with 70 aircraft, illustrates the extent to which these ships continue to be armed ambassadors of the superpowers, beyond their debatable military profitability. Global deterrence. Modern navies are aware that aircraft carriers are both a symbol like a target. During the Cold War, it was estimated that twelve conventional missiles to sink a super aircraft carrier. In 2005, the experimental sinking of the USS America required four weeks of sustained attacks, confirming its structural resilience, but also its exposure. In a scenario saturated with hypersonic missiles, swarms of drones and long-range anti-ship systems, its survival in real combat is increasingly uncertain. However, no other platform offers the combination of mobility, air capacity and logistical autonomy that an aircraft carrier provides. That is why China, despite investing in missiles to repel a US fleet off its coast, considers these ships essential for its own global ambitions. As pointed out analyst Nick Childsfrom the International Institute for Strategic Studies, Beijing understands them as an indispensable tool to project influence and support an eventual operation on Taiwan. Geopolitics of steel. we have been counting: the rise of Fujian is part of a broader strategy of naval expansion that has turned Chinese shipyards into the most productive on the planet. The country’s surface and submarine fleet is growing at a pace the United States can no longer match, and each new vessel reinforces the narrative of industrial self-sufficiency that Xi Jinping presents as an emblem. of the “national renaissance”. Facing eleven US aircraft carriers (ten nuclear and one conventionally powered), China has threebut with plans to build at least a nuclear one, the future Type 004which could directly rival the Fords of the US Navy. Unlike Russia, whose only aircraft carrier, the aging Admiral Kuznetsovhas been out of service for years and is headed for scrapping, China and the United States are today the only powers capable to sustain fleets with great oceanic projection. Europe, for its part, maintains a symbolic presence: the United Kingdom uses its aircraft carriers Queen Elizabeth and Prince of Wales on diplomatic or training missions, while France prepares its new future-generation nuclear aircraft carrier. Century of the seas and fragility. If you like, Fujian also symbolizes the meeting point … Read more

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