dominance

the absolute dominance of uranium

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In late 2022, as he secured his third term in office, Chinese President Xi Jinping issued a serious warning to his top brass: they should prepare for “stormy seas” and “worst-case scenarios.” The party leader was obsessed with the crises of the “gray rhinoceros”obvious dangers but for which one is often not prepared. Today, with the Middle East submerged in a deep war that obstructs vital trade routes, the Asian giant’s resilience and energy strategy face an unprecedented litmus test. At the heart of this geopolitical storm is not only oil, but also “radioactive black gold” – uranium. A suffocation point. To resist this impact, China’s Ministry of Finance has budgeted 110.68 billion yuan (about $16 billion) for resource storage in 2026, an increase of 8.1% from the previous year. As Even Pay, director of the strategic advisory group Trivium China, explains to the Financial Timesfor decades Western economists criticized the inefficiency of maintaining these gigantic reserves, but the current crisis has completely vindicated Beijing’s strategy. A giant thirsty for uranium. However, at the heart of this geopolitical storm are not only fossil fuels, but also the “radioactive black gold” – uranium. The vulnerability of sea routes has accelerated Beijing’s urgency to escape its dependence on oil. The Chinese nuclear program is advancing at a dizzying pace. At the end of 2024, the country had 58 nuclear power units in commercial operation and 27 under construction. In fact, the government approves between ten and eleven reactors a year, with the goal of double its capacity by 2040. The problem? China produces very little uranium. According to World Nuclear AssociationIn 2023, national production was barely 1,700 tons (4% of the world), being forced to import about 22,000 tons the following year. As emphasized Bloombergthe country depends on imports to satisfy more than 70% of its domestic demand for this fuel. The strategy at hand. To overcome this deficit and prevent its nuclear sector from suffering the same strangulation as oil, Beijing has deployed an unprecedented financial, geological and technological strategy: Financial muscle: In December 2025, China National Uranium Co., the only company with rights to extract this element in the country, debuted on the Shenzhen stock exchange. According to Bloombergits shares tripled in its premiere, raising some 4.1 billion yuan (570 million dollars) that will be used to boost domestic and foreign mines. The Treasure of Ordos: Salvation could be under the sand. As reported by the specialized media Futurethe discovery of a monumental deposit of 30 million tons of uranium has been estimated in the Ordos Desert, in Inner Mongolia. China has managed to develop leaching technology on site to extract this mixed material in sandstone in an economically viable and environmentally friendly way. “Fishing” uranium in the ocean: With demand expected to exceed 40,000 tons in 2040, China has looked at the sea. China National Nuclear Corporation (CNNC) announced a historic milestone– The successful extraction of uranium at the kilogram level from seawater in a real marine environment. Land alliances: To avoid maritime blockades, China seeks border allies. According to the magazine The DiplomatMongolia is trying to develop its critical minerals sector – such as the huge Zuuvch-Ovoo deposit operated by France’s Orano – and China is emerging as the natural customer due to its geographical proximity and railway infrastructure. Beyond uranium. Beijing’s plan is not limited to securing traditional uranium. As we have explained XatakaChina has already commissioned the TMSR-LF1 reactor in Gansu province, which uses molten salts and thorium. Thorium is three times more abundant than uranium in the Earth’s crust, giving China an immensely rich “plan B” within its own borders. On the other hand, nuclear energy is no longer just a source of electricity. In January 2026, the Xuwei project started in Jiangsu province. How we advancethis pioneering project combines third and fourth generation reactors to produce steam at very high temperatures for the petrochemical industry, with the aim of replacing more than 7 million tons of coal per year. The century of the Chinese atom. The war in the Middle East has not stopped China’s ambitions; rather, it has validated the government’s obsession with economic security and preparedness for protracted crises. As Western powers try to rebuild their nuclear industries, China has gone into full action. From the depths of the Ordos Desert to the waters off its coasts, the Asian giant is rewriting the rules of the game. It is no longer just about surviving global instability, but about securing the fuel necessary to dominate the energy landscape of the 21st century. Image | World Economic Forum and IAEA Xataka | Nuclear energy has generated electricity for decades. China is reinventing it for something else: the industry

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

Google’s secret weapon against CUDA dominance is called TorchTPU. And it’s an NVIDIA waterline missile

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Google has launched an internal initiative called “TorchTPU” with a singular goal: to make their TPUs fully compatible with PyTorch. For the not so initiated, we translate it: what Google intends is to destroy once and for all the monopoly and absolute control that NVIDIA has with CUDA. Why is it important. NVIDIA has become the first company in the world by market capitalization for two big reasons. The first, for its AI GPUs. And the second, much more important, for CUDAthe software platform that is used by all AI developers and that has an important peculiarity: it only works on chips from NVIDIA itself. So if you want to work in AI with the latest of the latest, you have to jump through hoops… until now. What happens with Google and its TPUs. Google’s Tensor Processing Units (TPUs) were until now optimized for Jax, Google’s own platform that was similar to CUDA in its objective. However, the majority of the industry uses PyTorch, which has been optimized for years thanks to the aforementioned CUDA. That creates a barrier to entry for other chipmakers, which face a huge bottleneck in attracting customers. Goal is in the garlic. Anonymous sources close to the project indicate in Reuters that to achieve its goal and accelerate the process Google has partnered with Meta. This is especially striking because it was Meta who originally created PyTorch. Mark Zuckerberg’s company has ended up being just as much a slave to NVIDIA as its rivals, and is very interested in Google’s TPUs offering a viable alternative to reduce its own infrastructure costs. Google as a potential AI chip giant. The company led by Sundar Pichai has made an important change of direction with its TPUs, which were previously reserved exclusively for it. Since 2022, the Google Cloud division has taken control of their sale, and has turned them into a fundamental revenue driver because they are no longer only used by Google: Tell Anthropic. A spokesperson for this division has not commented specifically on the project, but confirmed to Reuters that this type of initiative would provide customers with the ability to choose. All against NVIDIA. This alliance is the last attempt to put an end to that great ace in NVIDIA’s sleeve. In these months we have seen how companies like Huawei prepare your own alternative ecosystem to CUDAbut they also participate in a joint effort of several Chinese AI companies for the same purpose. Hardware matters, software matters more. CUDA has become such a critical component for NVIDIA that if other semiconductor manufacturers have not been able to compete with it, it is not because of their chips, but because they cannot support CUDA natively. We have a great example in AMDwhich has exceptional AI GPUs. In fact, they are superior to NVIDIA in certain sections, but their software is not as powerful. In Xataka | Google’s TPUs are the first big sign that NVIDIA’s empire is faltering

The world’s rare earth reserves, laid out in this graph showing the brutal dominance of a single country

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The rare earths They are neither earth nor are they rare. It is a set of 17 chemical elements that have become the lever that moves both geopolitics like practically any technology and energy sector today. As important as knowing how to produce it is knowing where the reserves are, and in both things there is a name that dominates the international scene: China. And in this graph we can see which countries have the upper hand. Or “the country”, rather. China, prominent name. Prepared by Visual Capitalist from the data of the United States Geological Survey -USGS-, the graph is very clear when it comes to visualizing the estimated rare earth reserves. China has more than twice as much as the next on the list, which in turn has three times as much as the third. The Asian giant would have reserves of 44 million metric tons, Brazil with 21 million and India with 6.9 million. Far on the list are countries like Australia (5.7 million), Russia (3.8 million), Vietnam (3.5 million), the United States (1.9 million) and Greenland (1.5 million) if we take into account those that exceed one million. The crazy thing is that the world total is estimated at about 92 million metric tons, so China has approximately 50% of the reserves. Importance. Rare earth elements are present in practically anything we can imagine. From the most subtle things such as smartphone elements or the magnets in the headphones that we use every day to the most complex things such as space telescopes, aerospace technology or guidance systems for military radars and advanced weaponry. They are also crucial to manufacturing the elements of energy change: batteries both of electric cars as accumulators for renewable energy and the internal systems themselves of both solar panels like wind turbines. And there’s something important here: you can have reservations, but if you don’t process them, those reservations are worthless. Rare earths as a weapon. The problem is that these rare earth elements do not appear isolated in nature, but rather attached to other minerals. It is necessary to separate them, something that is done through an extremely expensive and, above all, polluting refining process. Due to Western environmental policies, for years we relegate that task to a China with a more lax regulation (although it has been changing recently), and with the tariffs imposed by Donald Trump To the Asian country we have seen how China has taken advantage of his position. Same as with Soy. They have the technology and knowledge for processing rare earths, and they have been responding to the new tariffs, cutting off the supply of metals and elements that the west needs to create weapons or to make that technological paradigm shift through renewables. The West, for years, financed its own strategic and technological vulnerability. Even the western mines, such as Mountain Pass in the United Statessent his material to China to refine it there. Examples of affected productions? Suzuki had to stop production of the Swift due to a shortage of components, the European automobile industry has also shouted to the sky and Elon Musk does not have the money to manufacture his robots. making friends. As China has turned rare earths into its most powerful lever of power, the West has had to move and different countries have undertaken missions to search for new rare earth deposits. It is a strategy that is bearing fruit, finding promising deposits in Spain, Norway, Greenland either Japan. It is also being studied how to restart the rare earth producing arm in the West, although the difficulties are there both due to the technique and, above all, due to the restrictions on emissions. Searching under the stones. And that is a big problem that In Spain we are experiencing first-hand. There are several deposits found in our country, but due to this problematic and polluting extraction, mining projects have encountered opposition from neighborhood platforms and city councils. An example is Torrenueva, in an important site found in Campo de Montiel. And that is why there are several projects and research underway that are not favoring the refining of rare earths, but the recycling of these elements to, as far as possible, stop depending so much on a country that has a monopoly both for reserves and production capacity and for contracts with the most powerful mines on the other side of the world. For example, that of Serra Verde that sells exclusively to China until 2027. In Xataka | Sweden believes it has the largest reserve of rare earths in Europe: one more step towards our independence from China

China’s absolute dominance over rare earths is the result of a strategy that no one else has. Not even the US

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The Rare earth They have a leading role in the commercial, technological and geostrategic war that the US and China support. These chemical elements are relatively scarce, and, in addition, they are not usually found purely in nature, but what makes them so special are Its physicochemical properties. In fact, thanks to them they have established themselves as A very valuable resource In numerous industries, especially in electronics and renewable energies. During the last year and a half the Chinese government has used its control of these chemical elements to defend their strategic interests In full confrontation with the US, Europe and its allies. The interesting thing is that it can do it because it produces approximately 70% of rare earths They are distributed in the world market, and, what is even more important, controls 90% of the processing industry to which it is necessary to submit rare earths so that they can be used. China refines 99% of the weighing land of the planet At the current US tension situation, Europe and its allies need to bet on their independence and consolidate their own supply chain. They are in it, but they don’t have it easy. The old continent in particular has been proposed to self -abuse At least 10% of rare earths He needs for 2030 thanks to the exploitation of the new deposits, such as the one he found in January 2023 the LKAB mining company near the city of Kiruna, in northern Sweden. China’s starting point is very favorable. As we have just seen, with a 70% production of the global market and a control of 90% of the rare earth processing industry this Asian country has this absolutely controlled market. However, we have not yet repaired in a figure more that is also very important: China refine no less than 99% of the heavy lands of the planet. These chemical elements are a subgroup of rare earth characterized by its greater density and lower ionic radius. Heavy rare earths are a subgroup of rare earths characterized by its greater density and lower ionic radius In addition, heavy rare earths are less abundant in the earth’s crust than the light ones. To this subgroup belongs as elusive minerals and with names as exotic as gadolinio, the terbio, the display, the holm, the erbium or the tulle, among others. How can we intuit, China does not control 99% of the processing of this kind of rare earth by chance. This absolute leadership is the result of a strategy in which teaching institutions are having an unquestionably protagonist role. And, according to the newspaper The New York Timesat the moment China has 39 university programs of chemistry specialized in rare earths. Presumably in these training programs students acquire the necessary knowledge to develop their professional career in the chemical industry specialized in rare earth processing. There is no doubt that this is one of the great strengths of the country led by Xi Jinping in this area, especially if we keep in mind that US universities currently do not offer a single specialized program in rare earths. The article published by The New York Times does not collect it, but in all likelihood European countries that have a greater dependence on rare earths, such as Germany or France, as well as Japan or South Korea are in the same situation as the US. These countries will cost a lot of time to acquire the favorable inertia that China has objectively, so it is reasonable to anticipate that in the short and medium term the rare earth processing industry will continue to be led by strong by the country headed by Xi Jinping. This Jens Eskelund statementthe president of the Chamber of Commerce of the European Union in China, clearly reflects what the US and Europe face: “Some approvals are coming (the result of negotiation with China), but they are far from being enough to Avoid imminent stops in production. We still face A great interruption in supply chains“ Image | Volker Braun More information | The New York Times In Xataka | We already know what is the best natural factory of the precious rare earths: a cosmic kilonova

In 1996, Bill Gates saw Microsoft’s dominance in a revolutionary technology

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The recent history of technology has left countless samples that, being a reference in any sector is a double -edged sword. On the one hand, it allows you to act from a position of domination of the market, but on the other it makes you Diana of all your competition. In 1996, Bill Gates, one of the most men influential and rich in the worldhe had a great concern about him advance of a new technology that took the dream: Java, a tool that, as Gates himself confessed in an email, threatened Microsoft’s dominance In the market. Bill Gates’s great fear was not Apple According to a conversation revealed by The X accountInternal Tech Emails, in September 1996, Gates admitted Nathan Myhrvold, then Microsoft technology director and Coinventor of more 800 patentswhich was “literally losing the dream” due to the impressive ability of Java. In his mail, Gates was worried about not finding a Strategy to protect Microsoft of The huge possibilities that offered this new technology. “It seems that people could make people make competitive operating systems,” wrote the millionaire. To deal with this threat, Myhrvold wanted to take some seriousness to the matter, and proposed A strategy based on “adopt and extend”. A winning plan, although controversial This tactic consisted of two main parts: first, Microsoft would announce its support for standardization and collaborate with other organizations to develop that technology among all. Then, in the “extend” phase, Microsoft would implement the Java standard, but would add exclusive and differentiated features For Microsoft users. This would create one competitive advantage for your company and would motivate users of other brands that only offered the “basic standard”, to change the products of the Gates company. Myhrvold’s strategy turned out to be very effective for Microsoft since it managed to consolidate the Windows leadership in the market, with functions that no other operating system offered. However, it was also considered abusive. The United States Department of Justice came to “adopt, extend and extinguish” In one of your opinionsdue to the negative impact on the competition that this strategy proposed by Myhrvold had. There is always a stalking risk That a millionaire like Gates ensure that a new risk makes him “lose sleep” is no exception. Much less in the technological field, where innovation Makes the highest towers fall and makes David more insignificant into an untouchable Goliath overnight. Ask Nokia Oa Deepseek. In fact, the fear that an enemy arises from nothing and ruin all work What your company has done is a recurring fear in the CEO of large companies called “CEO paranoia“ Jensen Huang, CEO of one of the world’s greatest technology, claims to be obsessed with making a mistake in your management and that your company is ruined. “I think that when you built a company from scratch, you have experienced real adversity and have been about to close several times, that feeling remains with you,” said Huang in a Interview at the New York Times Dealbook Summit. For its part, Peter Beck, founder and executive director of the aerospace company Rocket Labhe was also very concerned about the decisions he made at the forefront of a company that participates in the current space race. “I can’t imagine getting home and sleeping deeply every night; that is simply tangible,” assured Beck a CNBC. Jeff Bezos, after raising two empires from nowhere in two different sectors, also confessed that one of its main fears They were the garagesreferring precisely to Two students from a garage They could develop the next great technological idea that unbank their companies in the current domain position. In Xataka | In 1980, Bill Gates delivered 8.75% of Microsoft to sign his friend: today Steve Ballmer is richer than Gates Image | Flickr (Billionaires Success)

Marlon Humphrey is tired of the Chiefs’ dominance in the NFL: “We can’t let them get away with this”

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Marlon Humphreystar cornerback of the Baltimore Ravensrepresented a large sector of NFL fans who are already tired of the dominance in the NFL of the Kansas City Chiefswho have won four of the recent five American Conference (AFC) finals and three Super Bowls since 2020, and launched a publication supporting any team that faces them to prevent them from winning the Vince Lombardi again. humphrey He even called himself an “enemy” of the Kansas City team and encouraged the Bills to defeat them. despite the fact that it was the team that eliminated the Ravens last weekend in the divisional round and that will face the Chiefs in the American Conference finals. “I have no reason to say this except that I am your enemy. The Bills, in the AFC final, or any other team in the National Conference have to beat the Chiefs“, stated the defender in a post on his X account. I have no reason to say this other than being a hater. The Bills or whatever NFC team gotta beat the Chiefs. We can’t let them keep getting away with this — marlonhumphrey.eth (@marlon_humphrey) January 21, 2025 The Ravens fell last Sunday 27-25 to the Buffalo Bills in the AFC divisional round, which prevented Baltimore from reaching the AFC title game for the second consecutive year to try to avenge the loss suffered against the Chiefs last season. “We cannot allow them to continue getting away with this.“Insisted the 28-year-old four-time Pro Bowler. Kansas City is the current dominant dynasty in the NFL and the favorite team to become champion again, led by Andy Reid, a coach who reached 300 victories last weekend with his team’s victory against the Houston Texans in the divisional round . Under Reid’s command and led by Patrick Mahomes, three-time Super Bowl MVP, and Travis Kelce, considered the best tight end in the NFL today, Kansas City will play its seventh consecutive AFC final against the Bills next Sunday. If he wins, he will reach his fifth Super Bowl since 2020. It has triumphed in its presentations in the 2020, 2023 and 2024 editions, and is fighting to become the first NFL team to win three Super Bowls in a row, something that Humphrey wants to be prevented at all costs. His request is directed first to the Bills, who will face the Chiefs in the AFC final this Sunday, but in case they fail, it also includes the winner between the Philadelphia Eagles and Washington Commanders, who will play for the NFC title and the pass to the next edition of the Super Bowl, which will be played on February 9 at the Caesars Superdome in New Orleans. *With information from EFE. Keep reading:· This is how the NFL Conference Finals look like: Schedules, dates and transmission· Kansas City Chiefs advance to seventh Conference final with victory against Texans· Kansas City Chiefs break audience record in game with Taylor Swift in the stands· Rams sink against Eagles in snowstorm in Philadelphia

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