earths

Germany wants to do what Japan did with rare earths in 2010: join forces against China

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BMW, Rheinmetall and the main German industries are working on the creation of a joint agency to purchase critical mineralsa move that would reduce dependence on China, according to they count from Financial Times. The idea is to pursue the model that Japan proposed a few years ago, and the story behind it explains why it makes sense. The starting point. In 2010, China imposed an embargo on rare earth exports to Japan in the midst of a territorial dispute. Tokyo depended on these materials to manufacture everything from cars to electronics. To alleviate the mess they had gotten themselves into, they decided to build an alternative architecture. They created JOGMEC (Japan Organization for Metals and Energy Security), a state agency that collaborates with the country’s main conglomerates to ensure the supply of minerals, oil and gas. With this, Japan significantly reduced its dependence on China for rare earths. What Germany is building now. According to counted In the middle, BMW works together with the VDA automobile lobby and representatives of the German defense industry in order to develop a structure similar to what Japan did at the time. Rheinmetall is also in the talks. The specific idea is to create a kind of large private company that bulk buys critical raw materials (lithium, gallium, germanium, rare earths) on behalf of German industry. Just like share In the middle, the federal government could participate with a minority stake. The figures are not yet finalized, but the total cost of the project could amount to several hundred million euros. Why now. Last year, China imposed export controls on essential materials for batteries, permanent magnets and weapons systems. In November it temporarily suspended some of these restrictions until November 2026, but the scare was already in place. Europe was exposedwithout real alternatives, without negotiating power, nothing to do. And German industry (car manufacturers, defense companies, industrial machinery) realized how fragile its supply chain was. The Japanese model. JOGMEC works because it combines public capital with the agility that its large private companies allow, as they are structures with centuries of history in Japan specialized in industrial supply. Germany already has a raw materials agency, DERA, but sources close to the media recognize that needs a profound reform to fulfill that role. The agency being proposed now would have more muscle, with active financing, investment capacity in mining and recycling projects, and direct presence in the market. The state development bank KfW has already prepared a fund of 1 billion euros to finance mining, processing and recycling projects of critical materials, which would serve as a complement. Diplomacy. Just like account The media, Chancellor Friedrich Merz contacted Japanese Prime Minister Sanae Takaichi this week, and critical minerals were on the table. And Japan has shown interest in exporting its model abroad. In parallel, this same week the media informed also that the Australian Lynas Rare Earths, the largest producer of rare earths outside China, has closed a supply agreement with Japan with a guaranteed minimum price of $110 per kilogram for neodymium-praseodymium for 12 years. The same price that Washington guaranteed to the American producer MP Materials. The tension with Brussels. The European Commission also works in a centralized body to coordinate strategic purchases and reserves of critical minerals. But from Germany there is skepticism. According to share FT, Germany’s position is that “the industry must make its own decisions” and that governments should limit themselves to managing strategic reserves. In other words, Berlin prefers a model of private initiative with specific state support rather than leaving the strategy in the hands of Brussels. What is at stake. Steel, lithium and rare earths are the backbone of the energy transition and European rearmament. Without neodymium there are no magnets for electric motors or guided missiles. Without gallium and germanium there are no advanced semiconductors. China controls between 60% and 90% of the production chain for most of these materials. Hence many countries are restless. Cover image | Prometheus and Wikimedia Commons In Xataka | The United States knows it has a problem with rare earths from China. And he believes he has an alternative: Mexico

Data centers in space promise to save the planet. And also ruin the earth’s orbit

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Wikipedia should update its page dedicated to the word “ambition” to include Elon Musk’s photo. The tycoon has announced a megaproject according to which his two companies SpaceX and xAI will work together to launch a constellation of one million satellites that will function as data centers in orbit. The problem is that although the idea It has its advantages, it also has an impact potentially terrible for the future of our planet. Energy efficiency. That is the great advantage of the space data centers that Musk proposes. In space, solar panels can perform optimally without the obstacles posed by Earth’s atmosphere and climate. According to SpaceX, the reduction in the cost of launching its rockets makes space a perfect alternative for AI data centers. The plan. He project that has been presented to the US Federal Communications Commission (FCC) consists of placing these satellites in sun-synchronous orbits between 500 and 2,000 km high. That would allow the satellites to act as interconnected nodes among themselves and also with the satellites of the Starlink network through optical laser links. The plan, of course, will have to overcome important challenges like refrigeration. Dissipating the heat generated by millions of chips in the vacuum of space is complex, since satellites act as “natural thermoses.” And radiation, what? The problem of cosmic radiation will also have to be solved. Advanced chips are very vulnerable to processing errors caused by energetic particles. It seems that AI processors are surprisingly resistant to this type of problembut the deployment of such chips on a massive scale in space could introduce new conflicts. On-site repair, nothing. In today’s data centers, if a problem arises, a technician can physically travel if necessary to solve it. In space, physical repair is not feasible, which would force a strategy of assuming that those chips that become functionally damaged will be completely lost. SpaceX would have to continuously launch substitutes to compensate for this “mortality” of components, which complicates logistics and costs. There are optimistic perspectives in this regard, and for some the bills do work out. Kessler syndrome. But above all there is a latent concern in the field of space security. Launching a million new satellites into already congested orbits multiplies the probability of chain collisions, validating the theory proposal in Kessler syndrome. A single major collision could generate a cloud of debris that would take decades to clear, further threatening climate monitoring missions or even global communications. There are already ideas to “regulate orbital traffic” by coordinating it, and SpaceX has its own “situational awareness” system, Stargazeto avoid problems, but of course, no system is completely perfect. air pollution. Without forgetting that the atmospheric impact is equally worrying. Some are estimated 25,000 Starship flightsand the re-entry of satellites that end their life cycle or die prematurely would cause metals and particles to be released into the upper atmosphere. According to experts, these chemical residues could damage the ozone layer and cause uncertain climate consequences. You can’t see anything. The astronomers, who They had already protested about Starlinkthey will have an even bigger problem with this new idea. The threat to astronomy is clear, because given the altitude and size of these satellites, it is likely that they form a bright band visible even to the naked eye, making scientific observation difficult and even changing the way we see the sunset. Orbital computing may have advantages, but before launching it we should remember that space—especially the space we see—is a shared and finite resource. In Xataka | Starlink’s dominance in space begins to move: another company already has permission for a constellation of 4,000 satellites

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

We knew that Mars has gravity. Now we have just discovered the unexpected effect it has on the Earth’s climate

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I don’t need to tell you that the Earth’s climate is not constant and it is not just because of the climate change: If we look at it in perspective, throughout the history of the planet it has gone through glaciations and warm periods. Many of these changes find explanation in the Milankovitch cycles or orbital variations, that is, the slow changes in the Earth’s orbit and the inclination of its axis due to the gravitational attraction of other planets. The surprising influence of Mars. It was known that the giant Jupiter or the nearby Venus are largely to blame, but now we have discovered another secondary actor that has gained importance: Mars, as explained this study collected in Publications of the Astronomical Society of the Pacific and led by scientist Stephen Kane. What’s surprising about it? That Mars only has 10% of the mass of the Earth, hence there are simplified climate models that downplay its importance. The simulations. The hypothesis is: what would happen to the Earth’s orbit if Mars were much larger or did not exist? Since human research teams do not have millions of years to wait, they used simulations with a solar system model of ten million years each to study gravitational interactions. The only factor they changed in each simulation was the mass of Mars: from zero (Mars does not exist) to being ten times larger than Earth. Mars “weighs” much more than we think. And the results were conclusive: Mars is directly responsible for the “Great Cycle”, a 2.4 million year gravitational beat in which Mars rhythmically stretches and shrinks the Earth’s orbit, acting as a metronome that regulates the amount of solar radiation received and regulates the frequency of ice ages. Without Mars, that cycle would not exist. However, Kane nuance: “It doesn’t mean that without Mars the Earth wouldn’t have ice ages, but it would completely change the frequency with which they occur.” But if Mars were giant, Earth’s climate cycles would also change: they would be shorter and more extreme, going from an ice age to suffocating heat waves. In short, life adaptation would become more complicated. What would not change, according to the study, is the “great Jupiter – Venus cycle”, the 405,000-year gravitational pattern driven by a secular resonance of both planets that acts as the “master clock” of the Earth’s climate as it is the most stable and constant cycle in the planet’s geological history. Why is it important. Knowing better the influence of the planets around us on the climate is good news that helps us better understand our past and be able to glimpse the future with more precision. But it has an impact on the search for habitable exoplanets: it is not enough to find something similar to Earth, but you also have to look at its neighbors and pay attention to the fine print. That is, if it has a “Mars-type” planet nearby but of great mass, its climate has every chance of being too chaotic for life. In Xataka | Mars has just entered the exclusive club of planets with rays. This is discouraging news for NASA. In Xataka | We had been wondering for decades how Mars could have water, cold and life. Today we finally have an answer Cover | Photo of Planet Volumes in Unsplash

Europe seeks sovereignty in rare earths: the first step to achieve it is a megamine in Sweden

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In world geopolitics, having oil, gas or rare earths (let us remember that They are neither earth nor are they rare) is the equivalent of starting a game of mus with several kings in hand. And if we talk about rare earths, this map of the world’s (known) reservesIt shows that China has the best possible hand. Finding rare earths in your territory is very good, then you have to know how to extract them and create an industry around them. This is neither easy nor quick nor cheap. The good news is that the European Union could cover 18% of its lanthanide needs. The not so good thing is that first he has to launch a megaproject: the Per Geijer supermine, in Kiruna (Sweden). Per Geijer has never been just any mine. In fact, it is the underground iron mine largest in the world (the underground surname is important in that the Brazilian Carajás Complex produces more but in the open pit and the Australian Hamersley Ranges has a larger deposit) and also the most ambitious and complex metal mining project that the European Union has faced in decades. The mine is operated by the state through the public company Luossavaara-Kiirunavaara Aktiebolag (LKAB). That it has rare earths makes it special, but how they are present is also particular: it is not a pure lanthanide mine, but a high-grade iron deposit with significant concentrations of phosphorus and rare earth oxides. How much? Early 2026 LKAB estimates 2.2 million tons of rare earth oxides, more than double what I thought about 2023. Mine in Kiruna. LKAB Why is it important. As noted in the intro, because China processes about 90% of the world’s rare earths and taking into account the mine’s estimates, if these rare earths could be extracted for use, the European Union could cover 18% of its needs. according to LKAB estimates. Own resources instead of having to buy them, which leads to dependencies on third parties, market fluctuations and diplomacy. In mining, the time between discovery and the first ton of commercial around between 15 and 20 years old. But the European Union has considered it as a strategic project, so it is on the “fast track” thanks to the Critical Raw Materials Law (CRMA). In Xataka The rare earth war has reached Spain. And it is in Ciudad Real where mining and ecology are in conflict under the microscope. The presence of these oxides in a high-grade iron mine like Per Geijer hides a couple of aces up its sleeve: processing synergy and phosphorus, another strategic element (but less so). And the cost of extracting rare earths is more profitable when there is already an operation to extract iron. On the other hand, these lanthanides are trapped in apatite, which is essentially calcium phosphate. Through magnetic separations for iron and chemicals, two high-value products emerge: one is the rare earth concentrate and the other is phosphoric acid, essential for fertilizers. {“videoId”:”x8wlh9q”,”autoplay”:true,”title”:”United States vs. China: The CHIPS WAR”, “tag”:”webedia-prod”, “duration”:”1611″} The northern triangle. Although the site is located in Kiruna, the project is actually an industrial ecosystem made up of three points: Kiruna for extraction, Malmberget for concentration and Luleå is in charge of separation. Thus, the Kiruna deposit provides the mineral from a new deposit of iron, phosphorus and rare earths discovered next to the current mine, about 700 meters away. Malmberget provides the volume of rare earths from the already operational iron mine from apatite waste and also from what will be extracted. Finally, Luleå provides chemical technology with a processing center in charge of separating the rare earths from the rest using hydrometallurgical technology. The schedule until it is operational. Although the normal thing would be to have to wait almost 20 years, we have already seen that the EU has stepped on the accelerator. Tunnels are currently being built to connect the current Kiruna iron mine with the new deposit. In 2026, Malmberget plans to have permits to open a new plant to treat apatite, and the Luleå plant is expected to be operational by the end of this year. However, for the large-scale commercial plant to be commercialized, estimates point to the 2030s due to the series of permits and environmental evaluations that must be successfully passed. It won’t be easy. Despite the importance of rare earths in the EU plans and the apparent profitability of the process, the megaproject faces several challenges beyond the technical and the inherent waste generated. Without going any further, the city of Kiruna itself is sinking and its citizens have to move, literally, building by building, to allow mining expansion, as picks up CNBC. Furthermore, there is conflict with the indigenous Sami peoplesince the site is located on reindeer grazing routes. In Xataka | Spain has a plan to become a rare earth powerhouse and stop depending on China: you will recycle In Xataka | Europe wants to be competitive in the rare earths market. Its enemies are old acquaintances: China and Europe itself Cover | LKAB (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news Europe seeks sovereignty in rare earths: the first step to achieve it is a megamine in Sweden was originally published in Xataka by Eva R. de Luis .

Japan does not want to depend on China for rare earths. And that is why it is drilling the ocean at 6,000 meters deep

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He map of the world’s (known) rare earth reserves makes one thing clear: China is the absolute queen. Although They are neither earth nor are they rareconstitute a real poker of aces in the game of global geopolitics, energy and technology. And it’s not just about having lanthanides in your territory, it’s about discovering them and knowing how to extract them. Within that graph, in the Asia section, we can see that Japan does not even appear on the map. And it’s not because there aren’t any, because there are, there are. But so far they have turned to their trading partner and neighbor: China. Where Christ lost the lighter. In 2024 Japan found an impressive site of 230 million tons that would put it on the front line. But that site had small print: it is at the bottom of the sea, in a coral atoll in the Pacific about 1,900 kilometers southeast of Tokyo. Fair where they suspected. Last summer discovered his roadmap with a first stage that would begin right now, in January 2026. Japan and China, on the brink of the abyss. The two Asian countries are mired in a deep diplomatic crisis. The great trigger was the statements of the Japanese Prime Minister at the end of 2025 suggesting that a Chinese military intervention in Taiwan could be considered an “existential crisis” for Japan, which would open the doors to a Japanese military response. The consequences were immediate: China considered it interference and began to intensify its maritime patrols and areas near Japanese waters in a move that has displeased the Japanese government. consider it reckless in terms of security. 2026 also began with trade consequences from China such as the veto on seafood products, restrictions on tourism and an embargo on the export of dual-use goods (civil and military), including rare earths. So Japan has to expedite another way to obtain rare earths to feed its automotive industry in particular and technology in general. And he has done it. Just in time. Given the rough patch he’s going through with his partner and neighbor, the timing couldn’t be better. Last Monday a mining ship set sail for that remote atoll located in front of the Minami-Torishima Island to begin a month-long mission in which the famous Japanese drill ship Chikyu and a crew of 130 people will have to go all out, literally, to try to continuously extract rare earths from that succulent seabed six kilometers deep. And we say “try” because It’s the first time it’s been done. If successful, a full-scale mining test will follow in February 2027. Japan’s “detox” of Chinese rare earths. It is not the first time that Japan has been in this situation. Without going any further, in 2010 China retained exports after an incident that took place between a Chinese fishing boat and two Japanese patrol boats near the Senkaku Islands (administered by Japan but claimed by China). At that time, Japan managed to reduce their dependence from China from 90 to 60%. The alternative route involved investments in projects abroad (for example, from Australia) or promoting recycling and manufacturing processes that are more independent of the base material. But now it is different because who can obtain rare earths within their own territory. Looking to the horizon. Since the diplomatic crisis of 2010, Japan has been investigating in search of mineral reserves. Without going any further, this one on Minamitori Island has been in development since 2018 and the Japanese government has invested more than 40 billion yen (250 million dollars) since then. It was previously considered economically unviable, but between China’s embargo and the willingness to pay higher prices, it already seems more plausible, explains Kotaro Shimizuprincipal analyst at Mitsubishi UFJ Research and Consulting. The senior director of economic security policy at the Ministry of Economy, Trade and Industry of Japan on the China Talk podcast This week’s issue revealed how the government must continually remind companies of the importance of diversifying their supply chains: “Sometimes an event occurs and the company reacts, but when the event ends, the company forgets. We have to maintain a continuous effort” In Xataka | The “B side” of the United States landing in Venezuela: a subsoil full of hypothetical rare earths In Xataka | Greenland has 1.5 million tons of rare earths. The problem is that there are no roads to get to them. Cover | Peggy Greb and Gleam – Photo taken by Gleam., CC BY-SA 3.0

Greenland has 1.5 million tons of rare earths. The problem is that there are no roads to get to them.

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The geopolitics of the 21st century has found a new and icy epicenter. After the capture of Nicolás Maduro In Venezuela earlier this month, Donald Trump’s administration has turned its diplomatic aggressiveness northward. The goal It’s an old longingtake control of Greenland, which the White House defines as an “ingot” of strategic resources. However, the physical reality is inescapable since beneath a complex geology lies an absolute lack of basic infrastructure that turns any extraction plan into a logistical chimera. The 93-mile wall of asphalt. Since the Republican Party introduced the Make Greenland Great Again Act In 2025, pressure on Denmark has escalated to even suggesting the use of force. As explained by the Center for Strategic and International Studies (CSIS)Washington has elevated Greenland to the category of “national security” need. This position, which some analysts already call the “Donroe Doctrine”, seeks to secure the hemisphere as an exclusive sphere of influence against Russian icebreakers and Chinese expansion. But obsession collides with engineering. According to CSIS dataGreenland—a territory three times the size of Texas—only has 93 miles (150 kilometers) of roads in total. There are no railways and the settlements are isolated from each other by land. Diogo Rosa, researcher at the Geological Survey of Denmark and Greenland, warns in Fortune that any mining project must create these accessibilities from scratch. This includes ports capable of handling industrial volumes (Narsaq port barely moves 50,000 tons a year) and local power plants, since the current electrical grid is unable to sustain a large scale mine. The enigma of eudialite. Even if roads were built to reach neodymium and terbium, the mineral itself poses an unprecedented technical challenge. Greenland’s rare earth elements are typically encapsulated in a complex type of rock called eudialite. Unlike carbonatites that are mined elsewhere in the world with proven methods, no one has developed a profitable process to extract them from eudialite, as explained by analysts. For this reason, experts like Javier Blas describe the enthusiasm of the Trump administration as a “Optimistic PowerPoint”. Blas maintains that the island is not a Wonderland of raw materials: if after decades of exploration no large mining company has operated successfully, it is because the processing costs—which would exceed 1 billion dollars—devour any profits. Added to this is that deposits as Kvanefjeld They are co-located with radioactive uranium, which has generated massive social rejection and environmental laws that block the projects. The mirage of mining wealth. Currently, Greenland only has two active mines: an anorthosite mine and the Nalunaq gold mine. The latter, operated by the Canadian Amaroq Minerals, managed to produce 6,600 ounces of gold in 2025, exceeding its own forecasts. But as Scott Dunn, CEO of Noveon Magnetics, points out, in Fortunethe success of gold (a high-value, low-volume mineral) is not scalable to rare earths. While Washington makes long-term plans in the Arctic, companies like Dunn’s are already producing magnets in Texas with materials sourced outside China, demonstrating that the solution to technological supply could be closer to home than the Polar Circle. The China factor: the silent owner. The great strategic obstacle to the “Donroe Doctrine” is not only the ice, but that Beijing is already there. China controls near the 90% of global supply of rare earths and has known how to play its cards in the Greenlandic subsoil through litigation. The company Energy Transition Minerals (ETM), with significant Chinese capital, holds an arbitration international against Greenland, demanding historic compensation of $11.5 billion — four times the island’s GDP — following the ban on uranium mining in 2021. This legal dispute places the island in a geopolitical clamp: Washington wants control to expel Beijing, but the latter is already blocking the richest deposits through business actions and prior exploitation rights. The navigable Arctic: an unexpected ally? Paradoxically, the hoax Climate change is what is accelerating the White House’s plans. Greenland is warming much faster than the rest of the planet, and melting ice is transforming the Arctic into a strategic trade corridor. As the New York Times reportsthe Polar Silk Road is no longer a projection: in October 2025, a Chinese ship reached Great Britain from the north in just 20 days, saving 40% of the time compared to the Suez Canal. This new connectivity turns Greenland into an “unsinkable aircraft carrier” in the middle of new sea routes. However, sea ice melting does not solve the problem on land. In the north of the island, extreme weather continues to force any mining machinery to hibernate for six months a year, maintaining profitability like an “optical illusion.” The treasure behind the ice wall. The attempt to take control of Greenland seems to hit a wall of environmental laws, hostile geology and, above all, a total absence of basic infrastructure. The Trump administration has invested hundreds of millions in mining companies, but the results remain buried under layers of permafrost. As Anthony Marchese summarizes in Fortune: “If you go to Greenland for its minerals, you’re talking about billions of dollars and an extremely long time.” While the White House sells the island as the definitive trophy of the new technological Cold War, the technical reality of 2026 dictates a simpler sentence: the island’s greatest treasure remains protected not by weapons or treaties, but by the lack of a road that reaches it. Image | Unsplash Xataka | The US has decided that Europe is its problem in Greenland. Germany wants to convince him that the problem is Russia

The United States knows that Venezuela’s subsoil is full of rare earths. The big problem is that he doesn’t know where

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The announcement that American companies could access to Venezuela’s vast oil has reignited a much broader ambition of Donald Trump’s administration. Because the Latin American nation has something that Washington desperately seeks, something that China he has plenty. He crux It’s how and how much. Beyond crude oil. Yes, the “b” side of the North American “landing” in Venezuela also seeks to explore the mineral potential of the country as part of “the national security of the United States.” The experts they point out that, in addition to crude oil, there would be unverified reserves of critical minerals and possible large quantities of rare earths, key inputs for defense and technology. However, the lack of reliable data, doubts about economic viability and operational risks in areas with the presence of armed groups and mining illegality turn the objective into an enterprise. much more complex that the oil reopening itself, with significant environmental impacts associates to energy-intensive mining. The supply chain and the bottleneck. Even if the extraction obstacles were overcome, the decisive challenge appears in processing. The refining of rare earths is concentrated in more than 90% in Chinaa domain constructed for decades through subsidies, industrial expansion and lax environmental regulations. This position has made rare earths a sensitive point of trade tensions between Washington and Beijing, with export controls that have highlighted the fragility of American supply chains. The consensus among analysts is that this industrial and geopolitical advantage cannot be reversed quickly, so new deposits without their own refining capacity would contribute little to short-term strategic resilience. Why it is important. It we have counted other times. The classification of “critical minerals” covers a broad set of raw materials essential for the economy and security, from aluminum and copper to a specific group of 17 elements known as rare earths, essential for high-performance magnets, advanced electronics and military systems. Although these elements are not scarce in the Earth’s crust, their extraction and refining are technically demanding and expensive. In the United States there are efforts to develop domestic capabilities, but start-up times are often measured in years or decades, which explains the temptation to look for external solutions that, in practice, rarely offer immediate results. Geological potential and structural limits. It happens that, unlike other countries with confirmed reserves, Venezuela does not appear in international lists as a relevant producer of rare earths, an explained absence for decades of opacity institutional during the governments by Hugo Chavez and Nicolás Maduro. Still, the country is believed to host deposits of coltan and bauxitesources of metals considered critical such as tantalum, niobium, aluminum and gallium. Projects like the Orinoco Mining Arc They sought to capitalize on that potential, but have been marked by illicit mining, lack of investment, a shortage of qualified labor, and a volatile regulatory environment that discourages international operators. A strategic mirage in the medium term. If you like, the final evaluation of the experts is clear: although the Venezuelan subsoil may hide valuable resources, its contribution to the security of supply of the United States it would be marginal on the near horizon. Without solid geological data, without security guarantees and without processing capacity independent of the Chinese circuit, Venezuela’s mineral interest seems more an extension of the geopolitical pulse than a practical solution, at least in the short term. In that context, the American bet faces a paradox: the country offers a lot on paper, but little that can be translated into real advantages over the next decade. Image | Mauricio CampelloRawPixel In Xataka | The US did not need to shoot to enter Caracas. All it took was an invisible weapon and unexpected “help” from Russia In Xataka | While the whole world looks at oil, Venezuela’s true treasure is hidden in the basements of London: its gold

hundreds of tons of rare earths

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During World War II, Nazi Germany built hundreds of bomb shelters as defensive frameworks of the Third Reich to protect the civilian population and critical infrastructure from Allied bombing. After the war, most were abandoned and passed for marginal uses until, decades later, one of them was converted into a high security warehouse. From war to the strategic reserve. At some undisclosed point in Frankfurt, a World War II anti-aircraft bunker, one of those concrete colossi that for decades were urban ruins or spaces converted to leisurehas acquired a new silent feature and deeply political: hosting one of the largest European warehouses of rare earths and critical metals. In the midst of a deterioration in global trade and with Europe facing a strategic dependence that I had been ignoring for years, this underground refuge has been transformed into an extreme security deposit for materials without which modern industry simply does not function. The Chinese shock and the race. The rbunker activation It is not coincidental. Since China tightened in Aprilus restrictions to the export of rare earths and strategic metals (in response to US tariffs), European inventories have remained below minimum. Tradium, one of the two large German importers of these materials, began to buy back stock to private investors and redistribute them directly to European companies in key sectors such as automotive, electronics, energy or defense. The move is reminiscent of a war economy in slow motion: it is not about speculation, but about surviving a prolonged supply disruption. An armored warehouse. The old bunker, renovated since 2011 after the first major warning from Beijing with the embargo on Japan over the Senkaku Islands, offers more than 2,400 square meters storage with different levels of security, protected by solid walls, cameras, opaque blinds and a four-ton armored door that gives access to a windowless chamber. Nikkei counted Inside, hundreds of blue and green drums loaded with neodymium, praseodymium, dysprosium or terbium (all of Chinese origin) are lined up along with specialized metals such as gallium, germanium, indium, antimony, rhenium or hafnium. In total, some 300 tons that Tradium It is considered the largest known stock in Europe, although it admits that even larger and more discrete reserves may exist outside its knowledge. Skyrocketing prices. The impact of the chinese lock It is starkly reflected in the prices. Dysprosium has exceeded 900 dollars per kilomore than triple that before the restrictions, while terbium is around the 3,700 dollarsabout four times its previous value. Both are essential for improving the thermal resistance of electric motor magnets, making them critical parts for the electric vehicle industry. However, for European companies, price has taken a backseat: the real problem is the availability. After eight months of non-existent or minimal deliveries, even a half-year strategic stock begins to seem insufficient. Extreme security. The level of protection in the warehouse is such that even in the event of theft, the materials they could not be reintegrated in the industrial chain without certification, which reduces its value outside the legal circuit. In return, customers pay up to 2% annually of the stored value for logistics, which includes insurance. Meanwhile, European diplomacy is trying to buy time: the German Foreign Minister, Johann Wadephul, has traveled to Beijing to negotiate some type of relief, although he himself has acknowledged that there are no clear signs that China will grant general export licenses in the short term. Buried geopolitics. If you also want, the Frankfurt bunker is much more than a warehouse: it is a physical symbol of the extent to which geopolitics has penetrated the bowels of the European economy. Where civilians were once protected from bombings, today they protects the industry of strategic asphyxiation. Thus, the question that floats between drums and concrete walls is not how much rare earths will cost tomorrow, but when will they circulate again normally and whether Europe will arrive in time to build real autonomy before the next supply cut leaves it exposed again. Image | Berlin Wanderlust In Xataka | Germany didn’t know what to do with a dangerous Nazi bunker in the middle of Hamburg. The solution has radically changed the city In Xataka | Germany needs China’s rare earths at any price. And that price is giving you the future of your economy

Someone Has Taken a Look at the Earth’s Vital Signs and Came to a Conclusion: We Should Worry

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Climate change is an emergency that should concern all of us because of the important implications it can have for our daily lives. But when asked how advanced this climate change is, a study wanted to analyze 22 of the 34 planetary ‘vital signs’ such as global temperature, ice mass or ocean heat. and the truth is what should we worry about. Climate chaos. The objective that we must have before us in these cases is to reverse the conditions that are generating great climate change that we are living with summers that every time they are hotter and also longer. That is why it is important to know these signs and also have tools to control them. And although at the moment we do not have good news about the immediate future, the truth is that the experts They suggest that we still have time to reverse some of these critical points. Red numbers. The report confirms that 2024 was the hottest year ever recordedand in Spain we experience it especially with different very intense heat waves. What’s more, scientists say it was probably warmer than the peak of the last interglacial period, approximately 125,000 years ago. But this is not an isolated event. Global warming appears to be accelerating and the impacts are no longer future threats, but rather “here and now.” Among the different points that have been analyzed in this report, some have been highlighted as the most important ones that have surpassed the most dangerous records. The points with the ‘worst grade’. ocean heat reached an all-time high. This extreme heat contributed to the most extensive coral bleaching event ever recorded, affecting 84% of the world’s reefs between early 2023 and May 2025. Ice loss. So far in 2025, the ice masses of Greenland and Antarctica have reached historic lows and scientists warn in this case that the ice sheets of Greenland and West Antarctica could be passing critical tipping points that could commit the planet to rising sea levels. Forest fires. Something especially pronounced in our country, especially this summer, and which results in the loss of a large number of trees and vegetation, which reduces the planet’s ability to remove CO2 from the atmosphere. Greenhouse gases. Methane, nitrous oxide and carbon dioxide have reached in this case historical figures throughout 2025. The human culprit. The report is clear in pointing out that the “human enterprise” is the driving force of this crisis. The global human population, ruminant livestock and meat consumption are at historic highs, but the most important thing is energy. Although efforts have been made to apply renewable energies as a necessary alternative, the reality is that in 2024 the total consumption of fossil fuels reached a new record. In fact, the consumption of coal, oil and natural gas individually reached their maximum levels, and in total exceeded the consumption of renewable energy by 31 times. The risk that we already have before us. Science, with all this data, point because this acceleration brings us dangerously closer to crossing climate tipping points. This means that they are thresholds that once they are exceeded there is no turning back, allowing loops to be triggered that feed back on themselves, causing an effect called ‘Greenhouse Earth’. But… What does climate change affect? First of all is the risk to biodiversity, with more than 3,500 species that are currently threatened by changes in ecosystems. Something that also adds to the weakening of the circulation of southern overturn of the Atlantica vital ocean current that regulates the global climate which points to ‘abrupt climate disruptions’. There is hope. Although the report may be fatalistic, the reality is that it points to different points where we can improve to reverse or delay fatalistic outcomes. An example is in the rapid elimination of fossil fuels and the adoption of renewable energy, but they also point to the need to protect and restore the ecosystem with an emphasis on primary forests. But food is not far behind, since changing to a diet richer in plants and reducing food waste also makes it possible to reverse this problem. However, the key could not only be technological, but social. The report highlights the power of “social tipping points” – moments when public norms and policies accelerate rapidly. Images | Chris LeBoutillier Matt Palmer In Xataka | In the midst of climate change, cities only have one question to answer: become a sponge or a mousetrap

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