The status quo after the export restrictions on rare earths by Europe and the United States has been

Mondo Finance Updated on 2024-02-14

The status quo after the export restrictions on rare earths by Europe and the United States has been concluded, and Biden does not dare to be careless!

The so-called rare metals refer to rare metals, such as germanium, gallium, etc. It is widely used in many industries such as semiconductor chips, aerospace, and thermal insulation materials.

With the rapid development of modern high-tech industry, the status of rare earth elements is getting higher and higher, at present, most of the world's rare earth elements are imported from China, it can be said that China is developing rapidly in the rare earth industry chain and related technologies.

Starting August 1, 2022, we will be subject to import controls on rare metals such as germanium and gallium, as well as other related technologies.

Now, with the restrictions on rare earths and related technologies, the United States and the West have a general judgment on the situation in this regard. As far as the current situation is concerned, it is still difficult for the United States and the West to find alternative industries, and they cannot completely detach themselves from China's rare earth raw materials.

Since the news broke that rare earth resources have been restricted, the United States has begun to search for alternatives around the world, including Mongolia, and purchased some rare earth raw materials from Mongolia. But now, it seems that there is not much to gain.

Although Mongolia is a large mineral country, the Mongolians have encountered some thorny problems when exporting rare earths to the United States. For example, to use rare metals, it has to go through a series of mining, smelting, smelting and other processes, and Mongolia's research and development level in this field is still very low, and the industrial chain is relatively lagging behind.

According to the latest reports, rare earths ** in Mongolia and the United States have been suspended due to a series of factors, and the United States' plan to try to import rare earths from Mongolia has basically gone bankrupt.

Moreover, how the ore from Mongolia is transported to the United States, and the mode of transportation is also a very important issue.

The United States realized that it could not obtain rare earths from Mongolia, so it formed a "rare earth alliance" with the United Kingdom, Australia and other countries to try to deal with the crisis together.

However, there is still a problem in front of them, that is, their technology, as well as their industrial chain, according to the information released by the relevant departments, at present, only the United States and Australia have mastered this technology, and other countries have not even been able to fundamentally overcome this problem, as for refining, refining, refining these high-end processes, not to mention.

Realizing that it was impossible for itself to get an answer from this line, the United States had to refine germanium and gallium from this garbage. It is clear, however, that this may provide temporary relief from the current pressures, but not in the long run.

After all, the reserves of germanium and gallium are limited, and the demand for germanium and gallium is also considerable. To extract germanium and gallium from this waste, a complete production line is also required.

Needless to say, on the issue of germanium and gallium, the contradictions between the United States and the West are getting deeper and deeper, while the promised subsidies of the United States have not been fulfilled, which makes the credibility of the United States among the allies worse and worse. Since then, it has not been easy for the United States to cooperate with other countries.

In order to alleviate its dependence on China, the United States has developed a policy called "Free Rare Earths". Although this project has boosted the rare earth industry in the United States, it has only established the basic mining process and has not achieved mass production of germanium and gallium.

Obviously, it is difficult for the United States to solve the problem of germanium and gallium, and the effect has already appeared, which is a very painful thing for enterprises in the United States, Europe and other countries, and even the United States has experienced the feeling of being "stuck in the neck".

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