earths

China has built the most elegant economic power lever in modern history: rare earths

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He Rare Earth Agreement announced last night says more than what appears to be a simple commercial truce: China has the most sophisticated geopolitical weapon we have seen. One that is capable of paralyzing entire sectors of any developed economy. And with the elegance of who closes a tap. China controls the entire ecosystem of Rare earth: The Ganzhou mines. Processing plants. He know-how technical. Specialized labor. Even the only American Mountain Pass mine Send your material to China to refine it. It is the same difference between having oil and controlling the refineries of the world. China has built a monopoly on elements that are the blood of the digital economy: Without neodymium there are no wind turbines. No Disposio there are no Tesla engines. Without Terbio there are no iPhone screens. Deng Xiaoping He saw it in 1992: “Middle East has oil. China has rare earths.” Three decades later, That prophecy is a reality and a definition of the present. And the interesting thing is that West has financed its own vulnerability. For decades, US and European companies outsourced the extraction and processing of “dirty” minerals to China, celebrating the margins that gave them that specialization. That dependence has had a strategic cost. And now… The same companies that built the supply chains to maximize their efficiency now discover that they also optimized their vulnerability. And China executes in a way we could call “civilized blackmail“. It does not close the whole tap, but it does slow down the supply with bureaucracy. Ask for forms, photos of the factories, customer listings, production details. That, in addition to a bureaucratic nuisance, is also to open a window to the industrial secrets of its competitors. Industrial espionage, but institutionalized, disguised as commercial policy. You take it or leave it. When he negotiates, he does it from a position of strength. The agreement, of only six months, works as a constant reminder. Each western company now knows that its production depends on Chinese benevolence. And if a geopolitical escalation of any kind arises, the industrial blackout can be almost instantaneous. The West now discovers that economic interdependence can become a lethal weapon, because China has shown that in the technological era, who controls critical materials controls the rules. The agreement last night postpones the moment in which the West will have to decide if he is willing to pay the price (economic and strategic) to recover his mineral sovereignty. China has won this pulse and has plenty of strength to win all the following. In Xataka | China monopolizes rare earths. An enemy has come out of home: the smuggers Outstanding image | Wikimedia Commons

China has emerged a new problem with its rare earths: smuggling

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China is deploying police, customs agents and even spies to stop the smuggling of its increasingly precious Rare earthcritical minerals on which it maintains an official embargo. Why is it important. The Asian giant The world production of these materials is obsessively controllingessential for the car, technological and military industry. Its new anti -policy campaign aggravates even more the shortage that US and European companies are already suffering, who are not finding short -term alternatives. The context. China cut legal exports of seven types of rare earths –and magnets manufactured with them– last April 4. The measure is part of a pressure strategy for the United States to reduce tariffs on Chinese products and allow the sale of sensitive military technology to China. Yes, but. Smuggling had historically been an escape valve. Chinese organized crime unions came to traffic half of the country’s annual production before 2010. Multinationals such as Boeing, Volkswagen and Toyota depended on supply chains where legal and illegal production was mixed, according to a report from The New York Times. Between bambalins. Senior customs, trade, police and intelligence services met on May 9 to Plan the offensive. Three days later, representatives of eleven national ministries and seven provinces issued a joint statement: the control of strategic mineral exports is “related to national security.” In detail. The new license system demands thorough documentation. Complete traceability. Chinese companies have to certify not only who buys the material, but how it will be used at each subsequent stage of production, including photographs of final products. This information, in addition to avoiding smuggling, can also become a detailed map of the use of rare earths abroad for the Chinese government. And that would facilitate future attacks directed against specific companies and countries: they will know who will produce what. The facts. Traditional smuggling routes have been complicated: With the scarcity getting worse outside China and prices shooting, the potential benefits for smugglers willing to assume the risk are enormous. But new security measures make the game more and more dangerous. Outstanding image | Lio voo In Xataka | China has executed three master moves to break the technological dependence of the West. The sanctions were his best gift

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

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

Without the rare earths of China, lasers will end in Europe. Germany has found a way to do without them

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The applications of Rare earths They are potentially unlimited. To this peculiar group of chemical elements belong some metals as elusive and with names as suggestive as neodymium, promised, gadolinium, ititrium or scandio, among others. Some of them They are relatively scarceand, in addition, they are not usually found purely in nature, but what makes them so special are their physicochemical properties. Its characteristics are beyond the reach of the other elements of the periodic table, which has caused that during the last decades they are consolidated as A very valuable resource In numerous industries, especially in electronics and renewable energies. They are involved, for example, in the manufacture of hybrid and electric cars engines, batteries, semiconductors, catalysts, optical fiber, LCD panels, and even in wind turbines. Europe wants to stop being in the hands of China once and for all China dominates the rare earth industry with an indisputable forcefulness. According to him US Geological Service For many years it has produced more than 90% of this valuable resource. In 2022 its market share was reduced to 70%, but did not do so because of a decrease in production; This fall had its origin in the increase in rare earth production quota experienced Australia, Vietnam and Myanmar, among other countries. In addition, the country led by Xi Jinping also dominates the processing industry to which it is necessary to submit rare earth so that they can be used. So much so that according to Xincaifu Its quota if we expressly stick to the global processing industry ascends 90%. And with a 70% production of the global market and a 90% control of the Chinese rare earth processing industry has this absolutely controlled market. The Chinese government is using its control of rare earths to defend their strategic interests in full confrontation with the US The government of this Asian country is using its control of these chemical elements to defend their strategic interests In full confrontation with the US, Europe and its allies. In this context, the old continent needs to bet on its independence and the consolidation of its own supply chain. And it is in it. In fact, Germany has just made a very important contribution in a scenario of fundamental use of rare earths: the manufacture of lasers. These devices are used to produce medical equipment, in scientific research, in the manufacture of consumer electronics, and even in the tuning of Quantum computersamong many other industries. Rare earths are used to dopar the crystals That, very broadly, they are responsible for amplifying the light before emitting it with a fixed wavelength. The problem is that if these chemical elements are not available the production of high quality lasers is not viable. Well, it really wasn’t until now. And it is that the Fraunhofer Institute of Optronics, which is located in Karlsruhe (Germany), has found a way to manufacture the crystals involved in the production of lasers without using rare earths. In fact, we can see some of these crystals in the cover photography of this article. During its manufacturing process it is essential to minimize impurities and preserve the polarization properties of the crystals, but, apparently, the researchers of the Fraunhofer Institute have given in the Diana. Your plan now goes through developing production processes that guarantee the supply of these crystals that Europe requires. Image | FRANHOFER INSTITUTE OF OPTRONICS More information | Interesting Engineering In Xataka | We already know what is the best natural factory of the precious rare earths: a cosmic kilonova

The earth’s core has a “escape.” And it’s gold

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Our planet hides, thousands of kilometers under our feet, a mainly composed nucleus ironwith an important nickel concentration, and also with other intermingled elements. And among these latest elements, there is gold. Gold leak. Gold that, according to a recent study, It is leaked towards upper layers, in the direction of the surface and through the land mantle. A gold, in addition, that would have “escaped” of the earth’s core along with other precious metals. A tiny portion. Gold has been considered, since time immemorial, a precious metal and its “rarity” has been related to the value we have given to this element throughout the history of mankind. “Rareness”, quoted, since it is a contextual rarity. Gold is rare on the surface of our planet and in the most accessible areas of the cortex through mining. But this element is not universe in the universe, and it is not scarce on our planet Earth. So much that the “superficial” gold represents less than 0.001% of the total of this gold. Before and after. Someone might wonder why the gold of our planet has been distributed so capricious. It is because this cast has little or nothing capricious, and the reason is in the geological history of our own planet. When the land was still in the process of formation, about 4.5 billion years ago, gold and other metals ended up trapped in the planet’s core, due to gravity. Until now we believed that these metals would have been separated from the surface by the terrestrial mantle. The origin of surface gold, following this logic, could be for example in spacethanks to the infinity of meteorites that have reached the surface of our planet throughout its geological history. After the track of Ruthenium. This, we pointed out, not only with gold, also with other similar metals such as The Ruthenium (RU). The recent study was based precisely on this metal and a significant fact: that the Ruthenium typical of the Earth’s core presents a significant abundance of a concrete isotope, Ruthenium-10 (100ru), which distinguishes it from superficial root. The team responsible for the new study analyzed Ruthenium traces found in the volcanic rocks of the Hawaii archipelago to determine the presence of the 100ru isotope. Something that would have been impossible a few years ago, The team stands outit has now been possible thanks to new tools developed for analysis. Analysis that allowed linking the ruthenium found in these rocks with the earth’s core, which implies that this metal from the border region between the nucleus and the mantle would have risen until it sneaks into the volcanic magma. The details of the study were published In an article In the magazine Nature. Aboard the convective magma. Investigating what happens under the surface of the Earth has been over the years a task on the verge of the impossible. The propagation of the seismic waves revealed at the time very valuable information about the mantle and the nucleus, but increasingly precise measurement techniques have gone Opening new doors Over the years. In Xataka | We take centuries without understanding how gold nuggets formed in quartz. The answer was in electricity and tremors Image | Göttingen University (Openai)

In full obsession with rare earths, a fairly common metal has jeopardized the green transition: Copper foul

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The latest report by the International Energy Agency (IEA) on minerals has confirmed which He had been discussed for a long time: Today, the absolute leader is China. It is no novelty, but among all minerals there is one that runs a particular danger, and not precisely because of geopolitical control, but for the real risk of shortage. There is a problem with copper. Of all minerals, copper emerges as one of the biggest challenges. The IEA report He has warned That by 2035 there could be a supply deficit of 30 %, due to the drop in the mineral law, the lack of new discoveries and the high development costs. A set of problems. It can be explained in a very simple way In data: Only in 2024, copper demand grew 3%, mainly driven by investments in electrical networks in China. The growth of mining production has been modest, much lower than other minerals such as lithium or nickel. Further 70% of global capacity Copper processing is in the hands of China. 7% of global copper production is in regions vulnerable to floods and droughts. Is there any solution? According to Fatih Birol, director of the IEA, the challenge is serious but not inevitable. In statements to The Guardianthe need to accelerate permits and reduce bureaucratic obstacles, in addition to implementing public policies that provide guarantees of volume and fiscal incentives, is stressed. Another line of action that They have detailed It is international diversification and cooperation. Some countries have advanced technological abilities and refining experience; Others have abundant mineral resources and great geological potential. In this way, in the report They have underlined That establishing balanced alliances between both realities could unlock new productive capacities, reduce market concentration and strengthen the resilience of the entire supply chain. There are other methods. A complementary route that already begins to take shape is the recycling of copper. As the pressure on primary resources increases, recovering and reusing infrastructure metal and disused devices is outlined as another strategy. In addition, in certain non -critical applications, the partial replacement of copper is studied by other materials, Like aluminum either The Ruthenium. It’s not just about copper. The case of copper reflects a broader pattern: more than 50% of critical minerals are now subject to export restrictions. This includes from lithium to more unknown elements such as Gaul or Telurio. Chinese dominance in refining, higher than 70% in 19 of the 20 key mineralsmakes this country not only the largest producer, but the referee of the global energy future. Time is exhausted. And copper too. The paradox is clear: the more we want to move towards a cleaner and more sustainable future, the more we depend on an infrastructure that we have not yet secured. Copper has become a silent bottleneck, difficult to replace and even more difficult to climb in record time. Image | Joyce Cory and Pexels Xataka | The collapse of the AVE of Seville has shown something more serious: how difficult it is to protect copper in a 15,000 km network

NASA has revealed why no astronaut has left the Earth’s atmosphere. Not even when they went to the moon

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From time to time, NASA reminds us with some anecdote or study that things are never how they seem or, failing that, that can always be questionable or have more than one answer. Recently they gave us such a simple explanation about our inability to find extraterrestrial signs that scared. They also clarified why We hadn’t returned To the moon before. The latest: remember that, technically, no human has ever left the earth’s atmosphere. And yes, I don’t even want when we went to the moon. A technically true provocation. To say that no astronaut in history has ever left the earth’s atmosphere may sound to a joke or little less than a conspiracy theory, but, from a scientific perspective and following what atmospheric models say, it is more than us A correct statement. To place ourselves in perspective and following this line of explanation, even iconic figures Like Yuri Gagarin either Neil Armstrongor contemporary space travelers Like William Shatnerhave remained, in physical terms, within the most extreme (although diffuse) limits of the Earth’s atmosphere. The key lies in how the end of that atmosphere is defined: a more complex and expansive issue of what is commonly believed. The atmosphere does not end where we imagine. All this reasoned recently Doug RowlandNASA heliophysics expert. Contrary to the popular idea that the atmosphere ends in a finite layer that dissipates before reaching the terrestrial orbit, the reality is that the atmosphere does not have a clearly defined “roof”. On the contrary, it becomes progressively more dim, but continues to spread. As Rowland toldeven hundreds of kilometers on the surface, where the International Space Station (EEI) orbits, there is still a sufficient air density to gradually stop the station. In fact, if it were not periodically driven with rockets, the EEI would end up falling by atmospheric drag. The artificial border: Kárman. For practical reasons (such as spatial treaties or legal definitions) an international convention has been adopted: The karm linelocated 100 kilometers above sea level, which marks the point where the space begins theoretically. This line serves as a technical threshold, since 99,99997% of atmospheric mass terrestrial is below. Said that, and how Explain the space agency itselfthis definition is useful for regulations and classifications, not so much to describe with physical precision the real limits of the atmosphere. The geocorone: atmosphere that reaches the moon. In 2019, A study based on data from Soho Solar Observatory (NASA/ESA), revealed that the exosphere of the Earth (specifically, a diffuse cloud of known hydrogen atoms Like geocorone) extends to about 629,000 kilometers, that is, beyond the orbit of the moon. What happens? That on that limit there are still about 0.2 hydrogen atoms per cubic centimeter. That means that, technically, even the Apollo missions that alunizarized in the 60s and 70s did not abandon the earth’s atmosphere. “The moon flies through the Earth’s atmosphere,” Igor Baliukin came to saymain author of the study, referring to the unsuspected magnitude of this invisible layer. The sun also contains us. The thing is even more complicated when both the Earth and the Moon are Inside the solar atmosphere. This extends to the edge of the helosphere, the limit beyond which the interstellar space begins. At this point it must be remembered that between the atmosphere of the earth and that of the sun there is no emptiness, but a structure of progressive and overlapping layers that contain particles, energy and electromagnetic dynamics. Therefore, and seen thus, the concept of “being in space” is less a matter of abrupt border and more a matter of progressive gradient. So where the space begins? As Rowland explainedthe answer depends on the point of view. If you ask where the atmosphere ends in a practical sense, probably about 400 kilometers, where air density ceases to have significant effect on objects. But from a more rigorous scientific perspective, that atmosphere does not disappear: it only dissipates and dilutes to barely measurable extremes, without disappearing at all. Therefore, “exterior space” is not an empty place, but a continuous environment full of particles, fields and subtle structures. In that sense, all space trips made by humans have elapsed within that extended wrapping that is still part of the planet that launched them. Image | Jasbond007 In Xataka | The last eeuu slap to Europe has sounded up to space: NASA has just left ESA with Artemis In Xataka | NASA is being very complicated to return to the moon. Your auditor no longer trusts that it can fly over for 2025

Humanity has been using the Earth’s magnetic field as a navigation guide. Some researchers want to retire it

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In recent decades, GPS has become part of our day to day. If it is a military technology, the global positioning system has been guided by roads, forests and seas, in the city and in the mountain, but always with an important limitation, access to satellites that place our navigation devices. That could change. Magnav. Thanks to magnetic navigation systems or Magnav, and more specifically to a new development that uses a quantum adjustment system that promises more precise navigation. A navigation, in addition, immune to interference, accidental or caused, which allows significantly reducing satellite navigation dependence. Magnav systems (Magnetic-Anomaly Navigation) o Navigation by magnetic anomaly are based on the fact that the Earth’s magnetic field It is not uniform. That is why it is possible to use a magnetometer that indicates our position by measuring small variations in the magnetic field of the planet. Use the Earth’s magnetic field as Navigation reference It is not something new but something we have been doing since the invention of the compass, but the new system promises to achieve unusual precision. That’s where the quantum dimension of the new system comes into play. Navigation “quantum”? The new technology, They explain their developersis based on the use of quantum magnetometers that combine a noise elimination system with a cartographic algorithm. The magnetometers are based on the optical detection of the precession of the atomic spin, for which they use a steam cell that contains rubidium atoms, They detail. This technology opens the door to measure the magnetic field of the Earth with greater precision, which translates into a better capacity to locate ourselves on the map. All this, they also highlight, in a device small enough to be used in autonomous vehicles or in fixed wing drones. Q-ctrl. Behind this system is an Australian company, Q-Ctrl (name that refers to “Quantum Control”) The company emerged in 2017 Like a Spin-off of the quantum science group of the University of Sydney. By land and air. RecieBy land and air. Recently, the team responsible for this system put it to the test. With satisfactory results: the device obtained errors in the measurements up to 46 times less than the inertial navigation systems usually used as a complement to the satellite. The measurements were made on flights at a height of 19,000 feet, in which it was also possible to fly with a total error in the 22 -meter trip, 0.006% of the distance traveled. The results were “consistently” at least 11 times better than those obtained with inertial systems. The team responsible for the development of the new tool has published some details in an article. The article has not passed the pairs review filter but can be found freely Through the repository Arxiv. Substitute or complement. Satellite navigation systems are central today and this is precisely its weak point: the emergence of GPS signals puts both commercial routes and passenger transport, but it could also put into check military operations in cases of armed conflict. The interception of these signals can therefore be used as well as a commercial and war weapon. We have various tools that allow satellite navigation to attend, but few systems can at the same time have the accuracy of these without depending on them. That is why having alternative mechanisms of high precision can be more precise than ever. In Xataka | The North Pole is moving very fast, and that has forced many airports to rename their clues Image | NOAA NCI / Q-ctrl

The United States imagined that China would veto its export of rare earths. Has a plan B: The Pacific Fund

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In the midst of the tariff war that has ended up becoming a bilateral front between the United States and China, the Asian giant He has responded blocking rare earth export. The White House seems to be seen coming and has played with one of its last buzas. The forecast. The Trump administration has written an executive order to allow the storage of metals found in the marine bed of the Pacific Ocean, According to Financial Times. This initiative seeks to counteract China’s influence on supply chains of critical minerals, since it controls 70% of the global market. A Great Reserve. These metals are found in the polymetallic nodules of the seabed, which contains minerals such as nickel, cobalt, copper, manganese and rare earth traces. As The British media has had accessthe US government has considered that deep water mining will guarantee a national source of these materials, so it seeks to accelerate mining requests under national legislation. Within that idea, it would include the creation of a strategic reserve of minerals to self -abuse. It won’t be so easy. The International Marine Funds Authority (ISA) is responsible for regulating mining in international waters. In a recent meeting, still an agreement has not been reached About how to proceed in underwater mining, and many countries are asking for a moratorium on this practice due to the impact on little known marine ecosystems. In the case of the United States They have not ratified The United Nations Convention on the Law of the 1982 Sea, the treaty that gives the ISA legal support. In other words, it is not within the entity, so the big doubt opens if you can legally grant permits to companies to operate in international waters. For their part, entities like The Metals Company have insisted that the ISA It does not have an exclusive mandatebut some legal experts have warned that acting without their guarantee is a risky movement that can put all nations against. That ocean and not another. While the United States is in this situation, the Pacific choice has much more background and has to do with the Asian giant. China is One of the main actors in underwater mining, with exploration contracts granted by the ISA In the Clarion-Clipperton area (CCZ), a region rich in polymetic nodules. In addition, it is estimated that this underwater corridor can contain more critical minerals than many combined land reserves, which makes it a strategic objective. Taking advantage. Recently, China It started The construction of an underwater laboratory at 2,000 meters deep in the Meriodional China Sea, reinforcing its scientific and operational position in oceanic funds. According to Financial Timeseverything responds to a broader vision: andThe Pacific as the new Front of Economic and Military Competition, where the control of deep resources can make a difference. 80% without mapping or exploring. The oceanic background It is our great unknownsso the ISA is holding these meetings to establish a mining code between all nations as soon as possible. For its part, scientists and environmental groups They have warned that ocean protection is prevailing due to the irreversible effects that could be given. Image | Trump White House Archced and Mister Pommeroy Xataka | There are billions of dollars in rare land buried in full view: you just have to look at the coal ashes

Europe will invest a lot of money in countries as far away as Uzbekistan or Kyrgyzstan. The reason: rare earths

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Surely it went unnoticed by the vast majority of the planet Between tariffs and war conflicts. Kazakhstan announced last week the discovery of his Greater rare earth sitewith an initial estimate of one million tons of key elements such as Cerio, Lantano, Neodimio and Ititrio, all fundamental for the global energy transition … or to begin a new arms era. And now the news that did reach more people: the EU will invest a fortune in Five Central Asian countries. The official reason? Strive ties. The truth? The track is one of the five countries: Kazakhstan. The news. In full escalation of commercial tensions with the United States, the European Union surprisingly announced an investment of 12,000 million euros in Central Asia during its first summit with the five countries of the region (Kazakhstan, Uzbekistan, Kyrgyzista, Tayikistan and Turkmenistan). The president of the European Commission, Ursula von der Leyen, stressed that these funds will go to key sectors as transport, clean energy, connectivity and sustainable development of strategic natural resources. Tariffs and foreign trade. In a context marked by the new 20 % tariffs imposed by Washington to European imports, von der Leyen stressed that the EU seeks to offer A reliable alternative Faced with powers such as Russia and China, betting on egalitarian associations and investment in local capacities. In addition, the common commitment to the Territorial sovereignty and peace in Ukraine, condemning the Russian aggression and reinforcing the message that respect for international law will be a cornerstone of this new strategic association. The EU, which already represents 22.6 % of foreign trade And more than 40 % of foreign direct investment in Central Asia, seeks with this summit to consolidate its regional influence and open new trade routes that avoid Russian territory, such as the Transcaspiano corridorKey to reduce the Eastern Energy and Geopolitical Dependence. A key region. Behind good words are not only sustainable development and regional cooperation, but a critical geoeconomic priority: ensure the supply of essential minerals For the European green transition, the strengthening of its industrial base and the development of its defense capacities, all in a context of growing global tension and structural dependence of China and Russia. Strategic minerals. The urgency of this strategic turn was evidenced after the recognition of a disturbing vulnerability: in 2023, 94 % of imports European rare earth came from China, Malaysia and Russia. In addition, China controls the 60 % of world production of critical minerals and 85 % of its processing, while strengthening its own green industry. This concentration of power, added to political proximity between Beijing and Moscow, has led to worrying episodes, such as Chinese restriction to Antimony exporta key mineral in military technologies such as precision optics and night viewers. Abundance, but with limitations. In this panorama, Central Asia emerges as a realistic and attractive alternative. Kazakhstan currently produces 19 of the 34 minerals critics defined by the EU and could expand this figure 21 in the short term After the announcement of last week. Uzbekistan, meanwhile, is the fifth major supplier Uranium World and has important reserves of gold, silver, titanium and molybdenum. The region also has lithium, silicon and tungsten, fundamental for batteries, solar panels and electronic defense systems. However, much of these resources are trapped in a poorly developed mining sector, lacking modern infrastructure and technological capabilities for sustainable extraction. There, a priori, money would be destined. The European strategy. They counted on DW That, in the face of the geoeconomic competence of China and Russia, Brussels seeks to differentiate offering cooperation models based on industrial associations and mixed companies with local actors, favoring direct foreign investment, regional business growth and progressive industrialization. This approach is especially attractive to Central Asian leaders, who see in it a way to diversify their economies, reduce dependence from Moscow and gain greater strategic autonomy. The cornerstone of this approach would be the Gateway Global Initiativethe ambitious European project of 300,000 million euros conceived as an alternative to the New Silk Route China. The transcaspian corridor and a promise. A crucial component of the European Plan is the development of the Transpian International Transport Route (Titr), that logistics corridor that would unite China and Europe through Central Asia and the Caspian Sea, reducing traffic times to 15 days and avoiding the step by the Suez Canal or Russian territory. The problem? The dimension of investment. The implementation of this corridor requires an estimated amount of 18.5 billion euros In infrastructure, of which more than half have already been mobilized by the EU through an investment forum with support from its member states, the private sector, and institutions such as the European Investment Bank and the BERD. To get an idea, the Expert Samuel Vestterbye That this route could multiply container traffic from the current 100,000 to 800,000, with a transformative economic impact for both regions. The Russian “friend.” No doubt, the European turn also has a clear geopolitical dimension: stop use which makes Russia of Central Asian countries for avoid sanctions Western imposed after the invasion of Ukraine. The European diplomat Kaja Kallas was explicit in that sense when warning in Asjabad that Russian companies should not use the region as commercial escape route. In this context, the EU needs to balance a incentive and pressures policy: Offer real economic development through infrastructure and commerce, while demanding cooperation in compliance with the western sanctioning regime. Something like the “carrot and stick” approach that analysts see as an opportunity to consolidate strategic relationships that transcend the economic. Challenges and Emergency. Despite the advances, the European strategy has notable challenges before him. Experts Like Marie Dumoulinof the European Council on Foreign Relations, warn that the concrete projects of the Global Gateway take to materialize and lack visibility in the region, which could weaken the EU’s ability to compete with Chinese or Russian offers. In other words, that what is said is credible Brussels must Accelerate implementation of infrastructure works, show tangible results and … Read more

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