magnets

Europe has learned an uncomfortable lesson in recent years: the energy transition does not depend only on political will or investments in renewables, but on materials that it does not control. After achieving —not without difficulties— reduce its dependence on Russian gas, the European Union is facing now to a deeper, more structural vulnerability: China’s near-absolute dominance over critical metals and, in particular, rare earth permanent magnets. Without these magnets there are no electric cars, no wind turbines, no advanced robotics, nor much of the defense industry. However, France has taken a step that goes beyond political discourse and can turn the tables. The inauguration of a pioneering pilot line. The Orano group and the Alternative Energies and Atomic Energy Commission (CEA) inaugurated at the CEA-Liten facilities in Grenoble, a pilot line dedicated to the recycling and remanufacturing of high-performance permanent magnets from rare earths. As Orano explained, The infrastructure has a pilot capacity of up to four tons and is equipped with technologies representative of an industrial scale, operated by a joint Orano–CEA team. The technical results of the project are expected by the end of 2026, with a view to subsequent large-scale implementation by an external industrial operator. A response to a critical dependency. The importance of the project goes far beyond its technical dimension. Permanent magnets based on neodymium-iron-boron have become key pieces for the European industrial future, but today the EU matters more than 95% of those you need. and the demand it doesn’t stop growing: The market has grown from around 250,000 tonnes of magnets this year to around 350,000 in 2030, with a growing proportion of high-performance applications. The problem is not only volume, but control of the value chain. China not only concentrates a good part of the world reserves of rare earthsbut between 70% and 90% of its processing and up to 99% in the case of heavy rare earths. This gives it a capacity for geopolitical pressure that has already translated into export restrictions and real supply interruptions for European industries. In this context, the Grenoble pilot line is fully part of the Critical Raw Materials Actwhich sets the goal that at least 25% of critical raw materials are recycled in Europe by 2030. “Short circuit” recycling. This is what the technological core of the project is called. Unlike traditional recycling – the so-called “long loop” – this approach allows rare earths to be recovered directly in metallic form from magnets at the end of their useful life, without going through complex chemical steps of dissolution, reoxidation and reconstitution. “This recycling offers an optimal compromise between magnetic performance, circularity and decarbonization,” explains Benoît Richebé, project manager for Rare Earths and Magnet Recycling at Orano, in statements collected by El Periódico de la Energía. The approach allows critical metals to be directly reused and reconstructed new high-performance magnets, suitable for demanding applications such as electric vehicle traction motors or offshore wind turbines. Orano defends, however, a hybrid approach. According to Richebé, short loop and long loop recycling are complementary, and Europe must be able to have both to build a flexible and resilient industry. The mixture of secondary raw materials with new alloys ensures maximum technical performance. Beyond the pilot. Currently, the recycling rate of rare earth magnets in Europe is just 1%, according to data cited by the German Mineral Resources Agency (DERA). For years, the combination of low prices for Chinese primary products and irregular availability of waste has slowed the development of a large-scale recycling industry. However, how RawMaterials collectsthe largest magnet recycling plant in Eastern Europe, operated by Heraeusand in the south of France the company Caremag plans to establish a rare earth recycling and refining plant in the coming years. However, here comes the key point: the Orano and CEA project is also supported by two collaborative consortia financed by France and the European Union —Magellan 1 and Magnolia 2—, which develop complementary technologies for the manufacture of magnets from recycled critical metals. One of the differentiating elements of the project is the application of Orano’s nuclear know-how to the magnets industry: powder metallurgy, processes in controlled atmospheres, sintering and management of highly regulated facilities. Experiences accumulated in plants such as Orano Melox, dedicated to nuclear fuel recycling, are now transferred to a key sector for electrification. A crack in the monopoly. France is not going to compete with China in production volume of rare earths or magnets in the short term. But with this pilot line, something perhaps more important has begun to be disputed: the control of industrial knowledge and processes. As Benoît Richebé summarizes“mastering the recycling of magnets will be essential for the ecological, digital and technological transitions.” It is not just about materials, but about industrial sovereignty. If the pilot meets its objectives and the processes are successfully transferred to an industrial scale, Europe could recover part of a value chain that it lost decades ago. In a world where critical metals have become instruments of power, recycling magnets is not just an environmental solution: it is a strategic act. Image | Unsplash Xataka | Europe no longer depends on Russian gas: it depends on something more difficult to replace