Rare

China’s brutal dominance in rare earth production in the last 30 years, in a revealing graph

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There are few strategic natural resources as important as gas, gold or oil, but there is one that is less known and that is decisive in practically any industry and therefore, also in geopolitics: the rare earthwhich are neither earths nor rare (in fact, they are a list of 17 metals). The state that has enough rare earths in its territory and the capacity to extract them will have much to gain to become a power. Well, if you can cough China, the absolute leader in rare earths so much in reserves as in production. A picture is worth a thousand words. But today the power of China is discussed is one thing and another if the Asian giant started by winning the game. Spoiler: no. The United States Geological Survey It has a very complete database where to visualize production by country from 1994 to the present (among other information), but more than a table, it is better seen with images. Thus, at a glance you can see its beastly hegemony in this chart from Visual Capitalist from 1994 to 2024. 30 years of rare earth production. Visual Capitalist An animation still counts more. The Visual Capitalist illustration shows Chinese superiority, but the evolution of rare earth production by country is better seen with an animation showing its meteoric rise because yes, the global rare earth industry has been profoundly transformed in the last 30 years. In just three decades, China has gone from having a 47% quota to almost 70% of the 400,000 metric tons produced today (by the end of 2024). Or what is the same, going from manufacturing 31,000 metric tons to 270,000 metric tons, something that can be seen in this animation by Global Times and Valiant Panda: Tap to see the animation. Production by country of rare earths from 1994 to 2024, Global Times How America Lost Control. It’s worth stopping the animation at the beginning, because in the 90s the United States was the world’s largest producer of rare earths and Mountain Pass was its main plant for obtaining them. Its average extraction was around 20,000 – 22,000 tons. And then, in 1997, came the Mountain Pass environmental disaster: a burst pipe in the eponymous mine that contaminated the Movaje Desert with toxic radioactive waste. Between the disaster and the subsequent lawsuits, production suddenly fell to 5,000 tons between 1998 and 2002. It would then fall to 0 in the 2000s. It would be in the 2010s when it began to recover: now the United States is around 46,000 metric tons. As Rocío Jurado sang, now it’s too late, lady: it was also in the 90s when China went into steamroller mode. The unstoppable rise of China. That China has come to dominate world production hides several keys. The first, the ability of its suppliers to offer lower prices Thanks to state aid, laxer environmental standards and cheaper labor made possible costs that the West could not cope with. China had the resources, but its victory came because it was able to build an entire industry while the rest of the world watched. Producing the raw mineral is only the first step, then it must be separated to achieve a high degree of purity (between 95 and 99%, depending on the application) in a complex, expensive hydrometallurgical process that, as we have seen, leaves radioactive waste along the way. Where it still dominates more: refining. Because although China has a share of almost 70% of world production, its dominance is even more overwhelming in refining: it produces around 90% of world refining. In fact, other countries such as Australia or the United States extract minerals, they turn to China for refining. If there is no refining industry at the level of extraction, there is no sovereignty. Other faces. Trump wants to step on the accelerator of national mining and expedite permits, the EU also seeks its strategic sovereignty with laws such as the Critical Raw Materials law and its application in places like Per Geijer’s Swedish megamine. We have already talked about Australia, which at least until this year It will depend on China for refining those 16,000 metric tons that have been around in recent years, but there are other countries that have joined the race. But while the Global Times animation focuses on great powers, the Visual Capitalist graph reveals new players in the industry such as Myanmar, Thailand or Nigeria, especially focused on more scarce and valuable elements. However, their supply chains are unstable and have their own regulatory and geopolitical risks. In Xataka | The world’s rare earth reserves, laid out in this graph showing the brutal dominance of a single country In Xataka | Europe seeks its sovereignty in rare earths and knows how to achieve it the fast way: with a supermine in Sweden

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

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

the first pilot line to recycle rare earth magnets

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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

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

We have found a very rare “hybrid” blood type that only three people out of half a million have

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At school they taught us a basic rule of the biology of our blood that would accompany us throughout our lives: o we are A, or B, AB or else O. He ABO system of the blood discovered by Landsteiner For more than a century, it has been the pillar of modern hematology and is essential for performing a transfusion or transplant. However, genetics has a habit of reminding us that biology does not follow the dogmas we have been taught in textbooks. Other blood types. The ABO system is undoubtedly the majority in our species and that’s what we’re completely used to handling. But the reality is that there are other groups that are really minorities, like the one they have discovered a group of researchers from Thailandwhich has confirmed what seemed like a statistical anomaly. In this way, after analyzing the blood of 544,000 people, they have found a “hybrid type” of blood that It is extremely rare. So rare, that in that massive sample only three people own it. And this is not only a challenge for the different health systems that must have greater control over blood transfusions, since giving blood that is not compatible to these patients can be a death sentence. A goal. The study, carried out by researchers linked to the National Blood Center of Thailand and recently reviewed, started from a brute force premise: mass analysis. By screening more than half a million donors, the goal was identify rare phenotypes that escape the standard typing tests used in hospitals for the majority group. And so much so that they have achieved it. What they found in this case were three subjects who did not fit the usual patterns. This was not simply a rare blood type (as AB negative might be in certain populations), but a genetic structure that defies the Mendelian genetics that are classic in the human blood group. And to see it in magnitude, of the 544,000 subjects, only three presented this variant, which means that it has a prevalence of 0.00055%. Hybrid blood. Once we know how rare it is, the question becomes clear: what is hybrid blood? In general, it is necessary to know that the blood group is determined by a series of antigens that are on the surface of the red blood cells that travel through the bloodstream. These antigens are placed there by specific enzymes. If a person has enzyme A, they will be blood group A. If they have enzyme B they will be group B and if they have both they will be AB. And this is where the deep science comes in: the ABO gene is incredibly diverse in our environment. What these three individuals present seems to be a variant of what in hematology known as cis-AB phenotypes or B(A) hybrids. Instead of inheriting an A allele from one parent and a B allele from the other, they possess a mutation that allows a single allele to code for both enzymes at once, or create a “mutant” enzyme capable of performing both functions. A confirmation. This is an idea that On paper it looked very good.especially after research that pointed to the possibility of a hybrid enzyme that had both functions. Now the Thai team has only confirmed that this phenomenon really exists in humans. The problem of transfusions. We might think this is just a curiosity for geneticists, but it has real implications. If one of these three people needed an urgent transfusion and was misclassified with a standard test, the consequences could be fatal, since they would develop a major immunological reaction at the time of being transfused, which would seriously put their life at risk. All this because the immune system is ready to attack everything that is foreign, that is, everything that does not resemble what is inside. Thus, if blood is transfused that has small modifications to the red blood cells, it can react by destroying them and creating a potentially fatal reaction. It is not an isolated event. Although this may seem like an oddity that has only now been discovered, the reality is that there are many blood types that fall outside the classic ABO. One of the most curious It is known as ‘golden blood’ where you are neither Rh positive nor negative, but null. This makes him a universal donor (hence his name), but the problem is that he can only receive transfusions from his own blood group, which is extremely rare to find. Although it is not the only one, since we have rarer groups such as Gwada-Negative which is accompanied by other important neurological symptoms. Images | Aman Chaturvedi In Xataka | Not all brain cells age at the same time: we have found a “hot spot” of aging

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

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

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