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The rare earth industry in China is a large industry. Rare earths are a group of elements on the periodic table with similar properties. Rare earth metals are used to manufacture everything from electric vehicles (EVs), wind turbines, consumer electronics and other clean energy technologies.[1] The rare earths cause improved system performance when for example electric battery terminal LiMn2O4 cathodes are doped with them,[2] and it is known that some EVs use lithium-ion batteries such as these.[3] Tesla automobiles "currently uses an lithium-nickel-cobalt-aluminum (NCA) chemistry, while lithium-nickel-manganese-cobalt (NMC) chemistries are common across the rest of the EV industry." Vehicle "manufacturers are keen to reduce reliance on rare earths, which like cobalt, suffers from highly concentrated supply and unpredictable pricing, with China holding a virtual global monopoly in primary supply and processing."[4] Leading battery manufacturer Samsung SDI uses this technology for its phone and portable computer batteries.[5]
The elements are also important to national governments because they are used in the defense industry.[6] Twenty percent of rare earth demands are for use as permanent magnets.[6] Permanent magnets can be used for a variety of applications including serving as essential components of weapons systems and high performance aircraft.[6]
Rare earths are found in various minerals such as monazite and bastnasite.[7] They are dispersed in low concentrations and are costly to extract from ore.[8] Major reserves in the world exist in China, California (USA), India, Brazil, Australia, South Africa, and Malaysia.[7] However, China accounts for over 95 percent of the world's production of rare earths.[9] Therefore, having control of these elements puts China at a powerful position.
It is estimated the world has 99 million tonnes of rare earth reserve deposits.[10] China's reserves are estimated to be 36 million tonnes or roughly 30 percent of the world's total reserves.[10]
^"China may not issue new 2011 rare earths export quota: report". Reuters. 31 December 2010.
^Ram, Pura; Gören, Attila; Ferdov, Stanislav; Silva, Maria M.; Singhal, Rahul; Costa, Carlos M.; Sharma, Rakesh K.; Lanceros-Méndez, Senentxu (2016). "Improved performance of rare earth doped LiMn2O4cathodes for lithium-ion battery applications". New Journal of Chemistry. 40 (7): 6244–6252. doi:10.1039/C6NJ00198J.
^Iclodean, C.; Varga, B.; Burnete, N.; Cimerdean, D.; Jurchiş, B. (2017). "Comparison of Different Battery Types for Electric Vehicles". IOP Conference Series: Materials Science and Engineering. 252 (1): 012058. Bibcode:2017MS&E..252a2058I. doi:10.1088/1757-899X/252/1/012058.
^JOHNSON, SCOTT K. (24 September 2020). "Here's what Tesla will put in its new batteries". WIRED Media Group Condé Nast. Ars Technica.
^Jamasmie, Cecilia (3 May 2019). "Tesla warns of coming battery minerals shortage". Glacier Media Group. mining.com.
^ abcMedeiros, Carlos Aguiar De; Trebat, Nicholas M.; Medeiros, Carlos Aguiar De; Trebat, Nicholas M. (July 2017). "Transforming natural resources into industrial advantage: the case of China's rare earths industry". Brazilian Journal of Political Economy. 37 (3): 504–526. doi:10.1590/0101-31572017v37n03a03. ISSN 0101-3157.
^ abGoldman, Joanne Abel (April 2014). "The U.S. Rare Earth Industry: Its Growth and Decline". Journal of Policy History. 26 (2): 139–166. doi:10.1017/s0898030614000013. ISSN 0898-0306. S2CID 154319330.
^"Rare-Earth Elements (REE)". globalsecurity.org.
^Tse, Pui-Kwan. "USGS Report Series 2011–1042: China's Rare-Earth Industry". pubs.usgs.gov. Retrieved 4 April 2018.
^ abAnil Das (7 January 2011). "2011 spells desperate search for rare earth minerals". International Business Times.
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