earths

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

one will give in on tariffs, the other on rare earths

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Donald Trump and Xi Jinping They have met in BusanSouth Korea, in their first face-to-face meeting in six years. The goal: to see if there was any way to deal with all the chaos of their trade war, one that has shaken global markets and threatened to destabilize the world economy. After shaking hands at Gimhae air base, Trump stated that it was going to be a successful meeting, although he also warned that Xi is “a difficult negotiator.” What has been agreed. After approximately ninety minutes of talks, Trump assured that there would be significant tariff reductions. On the one hand, the president claims that tariffs related to fentanyl will drop from 20% to 10%which would place the total tariff burden on Chinese products at around 47%, compared to the previous 57%. Just like the media points outChina, for its part, has agreed to postpone for a year new restrictions on the export of rare earths processed, critical minerals for sectors such as defense, technology and renewable energies. In addition, Beijing will resume the massive purchase of American soybeans, a relief for North American farmers, tremendously affected by the absence of China in their market this year. Why is it important. This meeting comes after months of commercial escalation which has made investors and allies alike nervous. Logically, the fact that the two largest economies on the planet confront each other has consequences at a global level. Chinese restrictions on rare earths and lithium batteries threatened to cripple essential supply chains, while US tariffs on technology have curbed China’s ambitions in artificial intelligence. Furthermore, the agreement reached in Kuala Lumpur prior consultations sets the stage for a truce that, if fulfilled, could inject stability into a highly volatile global economy. We have to wait for results. Despite the optimistic tone, there is room for caution. Trump and Xi have already signed a “phase one” agreement in 2020 that forced China to buy more American agricultural products, something that Beijing barely complied with, according to words from WSJ. This time there are more elements at stake: the suspension of US investigations into Chinese maritime and logistics industries, review of technological export controls, advances in the case of TikTokrare earths, Taiwan and more. According to the Chinese Ministry of Commerce, both sides “have reached consensus while respecting principles of equality and mutual benefit.” It remains to be seen if that consensus ends up materializing. What was not touched. Trump claimed that Taiwan was not discussed at the meeting, allaying fears in Taipei about possible American concessions in exchange for trade advantages. Just like they explain From WSJ, the Secretary of State, Marco Rubio, had already publicly ruled out this possibility days before. Regarding Ukraine, Trump said they discussed the issue “extensively” and that both countries will work together to find a solution, although he did not give details. Curiously, according to point The Guardian, minutes before the meeting, Trump ordered the Pentagon to resume nuclear weapons testing, although the president later suggested it was not related to China. And now what. Xi has declared that both sides should “finish follow-up work as soon as possible” to implement the consensus reached. trump confirmed that he will visit China in April and that Xi will travel to the United States later. It remains to be seen if what Trump has loudly announced ends up materializing or if, on the contrary, it remains another meeting of unfulfilled promises. Cover image | Guardian In Xataka | China wants to achieve technological independence in the worst possible place for the US: its army

After China’s stick, the US already has a new partner to obtain rare earths

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President Donald Trump and Australian Prime Minister Anthony Albanese have signed a critical minerals deal with the potential to create projects worth up to $8.5 billion, according to says the NYT. The pact responds directly to the recent restrictions that China has imposed on its exports of rare eartha movement that Trump rated as “sinister and hostile.” Why it is important. Critical minerals and rare earths are essential materials for manufacturing everything from semiconductors to engines, brakes and military fighters. China currently dominates global supply of these resources, which makes any restriction on their part a direct threat to Western production chains. And therefore, diversifying the sources of these types of elements has become a strategic priority for both the Trump administration and the previous Biden administration. Agreement with Australia. According to the summary provided by the White House, the agreement contemplate that the United States and Australia jointly invest $3 billion in critical minerals projects over the next six months. For its part, Australia is committed to investing billions in American defense companies. The US Department of Defense will also participate in the construction of a new refinery in Australia capable of extracting 100 tons of gallium metal per year. “In about a year, we will have so many critical minerals and rare earths that we won’t know what to do with them,” claimed Trump optimistically during the meeting with Albanese. The Australian Prime Minister, for his part, stressed that this agreement on critical minerals takes the economic and security relationship between both countries “to the next level.” Plan of action. Albanese’s office has made clear that the agreement functions as an “action plan” that “does not constitute or create legally binding obligations.” This contrasts with the public statements of both leaders, who seemed very enthusiastic on camera about the agreement, according to point the middle. The Australian ambassador to the United States, Kevin Rudd, already had advanced in August that Australia was “ready and able to help” diversify US supply chains, recalling that manufacturing a single Virginia-class submarine requires approximately 4.5 short tons of critical minerals and rare earth elements. This agreement also confirms Trump’s support for the AUKUS pactthe trilateral defense alliance between the United States, the United Kingdom and Australia announced in 2021 under the Biden administration. Trump, who had undergone a thorough review of AUKUS since July, said plans to deliver US-made submarines to Canberra were “moving forward very quickly.” However, he acknowledged that the project had progressed “too slowly” so far. US Navy Secretary John Phelan declared that the goal is to “improve the original AUKUS framework for all three parties and clarify some of the ambiguity that was in the previous agreement.” China’s door is not closed yet. With this move, the United States is closer to having access to these critical minerals from different parts of the world, reducing its dependence on China. In recent months, the US government has committed 75 million dollars to invest in Ukraine’s mineral reserves and has backed railway projects in Angola that will facilitate access to minerals in central Africa. Despite tensions with Beijing, Trump stated on Monday that he believes it is possible to reach a trade deal with China during his upcoming trip to Asia this month, where he is expected to meet with Chinese leader Xi Jinping. Cover image | Paul-Alain Hunt and Brandon Mowinkel In Xataka | China was the great polluter of the planet: now it is emerging as the first “electrostate” in history

China wants to imprison the world with its restrictions on rare earths. His greatest prey has escaped him

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It’s been months since China presses the whole world with one of his great aces up his sleeve: rare earths. Last week he used them again to unbalance the balance of technological trade worldwide and imposed new restrictions to its export, but its attack has a gigantic hole. One called Taiwan. rare earths to me. Taiwan’s economy minister has revealed that the country does not expect there to be a big impact from these new restrictions from China. The reason is simple: such minerals are different from the metals needed in the semiconductor sector that Taiwan’s manufacturers and production plants dominate. Taiwan does not need China. In fact, both the products necessary domestically for the production of these chips and the rare earths used in their manufacturing processes come from Europe, the United States and Japan. This makes the country safe from the pressure that China wants to exert with its dominance of the rare earth segment. China tries to force the hand. China expanded significantly export controls on rare earths last Thursday. It added five new items to its list of minerals with restricted exports, but also imposed new scrutiny mechanisms for chip users. The change is not minor: any product manufactured outside the country that contains just 0.1% of materials of Chinese origin will need a license to be exported. TSMC safe. Taiwan is the largest chip factory in the world and for years it has TSMC as a major player in the sector. The company leads this segment and has become the great ally of the Western world when it comes to producing chips for the AI ​​industry. The Chinese restrictions do not appear to pose future dangers for TSMC and other manufacturers in the country, according to those statements. But. Even so, the economy minister added that these additional controls could affect global supply chains for various products. To clarify better: the direct impact may not be noticeable, but yes it could be the indirect onebecause for example ASML’s EUV scanners use rare earth magnets that could end up suffering delays due to these restrictions. And be careful with the “ripe chips”. For example, chips for electric vehicles and drones. China is precisely determined to dominate the mature circuit market: given that can’t compete At the moment with the most advanced manufacturing technology, what it wants is to be the main protagonist of less advanced but equally important chips in industries such as the automotive industry. Restrictions as a lever to negotiate. China’s measures in this regard They are just part of that commercial and technological war that it maintains with the West and, especially, with the United States. The reaction of the US government was immediate, and Donald Trump announced 100% additional tariffs on Chinese imports. Both superpowers try to use their assets to put pressure on their rival while waiting for a imminent negotiation: Trump and Xi Jinping are expected to meet in South Korea in late October. Image |Wikimedia | leannk

US responds to China’s new rare earths rules with 100% tariff threat that screams negotiation

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Just a couple of days ago we knew China’s new rare earth rules with which it completely disrupted the global map of strategic minerals. Taking into account that the Asian giant supplies approximately 70% of strategic minerals to the world, it could be said that China is the global mine of an essential raw material for the technology industry. And that gives it a privileged position to apply a standard of this caliber: any product manufactured outside of China with at least 0.1% of materials of Chinese origin. will require a license for export. That is, it not only controls what leaves China, but also what other countries produce with their materials and technologies, being able to decide what is exported, to whom and for what purpose following national security criteria. After a few hours assimilating the news and speculation of a response from Donald Trump and even his non-attendance at the next event where he will meet Chinese President Xi Jinping, The United States has announced new 100% tariffs unparalleled. New tariffs, more control and a date that invites negotiation The president of the United States has exploded in Truth Social talking about ‘an extraordinarily aggressive stance on commercial matters‘, of ‘an extremely hostile letter‘and of’a moral shame in dealing with other nations‘referring to China’s new measures on its rare earths, insisting that it affects both the products they manufacture and those they do not. Furthermore, he has asserted that ‘It was evidently a plan drawn up by them years ago.‘. More tariffs. Because Donald Trump has announced in Truth Social that the United States will impose a new 100% tariff on China, which will be added to any other tariffs already in place. Likewise, they will also impose export controls on all critical software. It must be taken into account that practically all products imported from China to the United States already have high tariffs, ranging from 50% on steel and aluminum to only 7.5% on consumer goods, with an effective tariff rate of around 40%, according to expert analysts from Wells Fargo Economics and the Federal Reserve Bank of New York. AND has left a key date of entry into force: next November 1, 2025. Between the lines. The date chosen by Trump is not coincidental: it is exactly the same as China’s for the measures on rare earths to be operational. And its message hides several key words that refer to a predisposition to negotiation ‘from the November 1, 2025 (or sooner, depending on the actions or changes China takes)‘. He also insists that he (obviously) speaks on behalf of the United States and not ‘from other countries equally threatened‘ Throwing down a gauntlet to potential allies for their coup d’état. In Xataka | In 1978 Chinese engineers visited two key US companies. Upon his return, an empire began: rare earths In Xataka | An industry in the hands of TSMC and Asian factories: the map of global chip production Cover | Jose Alberto Lizana with AI

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