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Today, China dominates rare-earth mining and processing. But that wasn’t always the case. Solcoa’s Hooman explains how the West lost its rare-earth mojo: "So contrary to popular belief, we do mine in the West. We have an enormous rare earth mine in Australia. There’s one in California." “The actual...

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44,542 Aufrufe • vor 5 Tagen •via X (Twitter)

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8 Kommentare

Profilbild von Chinmay Pala
Chinmay Palavor 5 Tagen

@hoomanrenezhad always love listening to hooman

Profilbild von Qiming Weng
Qiming Wengvor 5 Tagen

@hoomanrenezhad Rooting for you! @hoomanrenezhad

Profilbild von Critical Materials Atlas
Critical Materials Atlasvor 5 Tagen

USGS figures show how recent the shift is. In 1995 the US mined 28,700 t of rare-earth oxide and China 30,000 t, of a world total of 72,000 t. US mine output then fell to zero in every year from 2003 to 2011, while China's reached 119,000 t of 123,000 t in 2005. In 2025, on USGS estimates, China mined 69% of the world total and the US 13%. These are mine figures, not processing. USGS Mineral Commodity Summaries, 1996-2026 editions, latest printed figure for each year.

Profilbild von Derrick Dao
Derrick Daovor 5 Tagen

@hoomanrenezhad Processing is the real bottleneck — the US has ore deposits but China controls 85% of global separation capacity. You can build mines in 5 years but refining infrastructure takes a decade.

Profilbild von 🧭
🧭vor 5 Tagen

@hoomanrenezhad Know-how lives where it's practiced

Profilbild von Cameron Priest
Cameron Priestvor 5 Tagen

@hoomanrenezhad Lynas Australia/Malaysia deivering rare earth processing it for the west.

Profilbild von mini vampire squid
mini vampire squidvor 5 Tagen

@hoomanrenezhad come on… it’s not the technology. it’s the willingness to sacrifice people’s lives and surrounding environment to process the rare earth. People in USA always resisted building data center. Imagining allowing processing environmental toxic rare earth ? good luck with that

Profilbild von Ethan vs Machines
Ethan vs Machinesvor 5 Tagen

@hoomanrenezhad We invented the processing stack, shipped it overseas, then acted surprised when China matured it. Mining was never the bottleneck, capability is. I'd love to be wrong about this one, but rebuilding it takes decades, not funding cycles. Hope Solcoa pulls it off 🤖

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Rare earth metals are not rare. The issue is the smelters and refineries to make the finished rare earth metals from the raw ore. It has been impossible for over 40 years to build these types of industries in Europe, the USA or anywhere except China. So China built them and now it doesn’t matter where the ore is, 90% of the refineries and smelters are in China so the raw ore has to go to China. So China controls the finished rare earth metals. The west over regulated and gave away a strategic industry.
1:15

Rare earth metals are not rare. The issue is the smelters and refineries to make the finished rare earth metals from the raw ore. It has been impossible for over 40 years to build these types of industries in Europe, the USA or anywhere except China. So China built them and now it doesn’t matter where the ore is, 90% of the refineries and smelters are in China so the raw ore has to go to China. So China controls the finished rare earth metals. The west over regulated and gave away a strategic industry.

Wall Street Mav

243,910 Aufrufe • vor 10 Monaten

The US said to China: we won't sell you bread China to the US: fine, we won't sell you flour and we will bake our own bread. LOL BTW, when it comes to rare earth elements, one thing is almost never mentioned. That is technology. These materials are used in high tech products. That means they have high purity requirements. In a 2015 Bloomberg BusinessWeek story, they interviewed the CEO of the biggest rare earth company outside China, an Australian company. She said that she knew Chinese rare earth companies had more than 100 PHD level researchers. Outside China? Zero. Even if the United States gets the raw materials, can they produce components that meet the technical requirements?
9:32

The US said to China: we won't sell you bread China to the US: fine, we won't sell you flour and we will bake our own bread. LOL BTW, when it comes to rare earth elements, one thing is almost never mentioned. That is technology. These materials are used in high tech products. That means they have high purity requirements. In a 2015 Bloomberg BusinessWeek story, they interviewed the CEO of the biggest rare earth company outside China, an Australian company. She said that she knew Chinese rare earth companies had more than 100 PHD level researchers. Outside China? Zero. Even if the United States gets the raw materials, can they produce components that meet the technical requirements?

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

107,185 Aufrufe • vor 1 Jahr

Elon Musk explains the raw truth on China’s manufacturing edge and why Optimus is America’s real shot at staying competitive “China is a manufacturing powerhouse next level. If you take refining of ore, I’d say roughly China does twice as much ore refining on average as the rest of the world combined Like, we actually do rare earth ore mining in the U.S., send the rock… we put it on a train, and then put it on a boat to China, that goes on another train, and goes to the rare earth refiners in China who then refine it, put it into a magnet, put it into a motor subassembly, and then send it back to America So, we’re really missing a lot of ore refining in America. We kind of need Optimus, frankly, to build ore refineries. We definitely can’t win with just humans because China has four times our population… the average work ethic in China is higher than in the U.S. So we can’t win on the human front, but we might have a shot at the robot front”
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Elon Musk explains the raw truth on China’s manufacturing edge and why Optimus is America’s real shot at staying competitive “China is a manufacturing powerhouse next level. If you take refining of ore, I’d say roughly China does twice as much ore refining on average as the rest of the world combined Like, we actually do rare earth ore mining in the U.S., send the rock… we put it on a train, and then put it on a boat to China, that goes on another train, and goes to the rare earth refiners in China who then refine it, put it into a magnet, put it into a motor subassembly, and then send it back to America So, we’re really missing a lot of ore refining in America. We kind of need Optimus, frankly, to build ore refineries. We definitely can’t win with just humans because China has four times our population… the average work ethic in China is higher than in the U.S. So we can’t win on the human front, but we might have a shot at the robot front”

X Freeze

124,928 Aufrufe • vor 6 Monaten

🇺🇸🇨🇳 U.S. TRADE AMBASSADOR: CHINA GOT OUR RARE EARTH TECH, THAT WAS A MISTAKE U.S. Trade Ambassador Jamieson Greer: “This is technology with respect to the rare earth. It's technology that the U.S. invented and pioneered 60 years ago. And China was able to have some of that transfer of technology, which was a mistake, turns out. And so it's completely normal for us, in the face of Chinese export controls, to diversify and develop other sources. And again, we get these word salads coming out of Beijing trying to justify what they've done. No one's fooled.” Source: Laura Ingraham
2:38

🇺🇸🇨🇳 U.S. TRADE AMBASSADOR: CHINA GOT OUR RARE EARTH TECH, THAT WAS A MISTAKE U.S. Trade Ambassador Jamieson Greer: “This is technology with respect to the rare earth. It's technology that the U.S. invented and pioneered 60 years ago. And China was able to have some of that transfer of technology, which was a mistake, turns out. And so it's completely normal for us, in the face of Chinese export controls, to diversify and develop other sources. And again, we get these word salads coming out of Beijing trying to justify what they've done. No one's fooled.” Source: Laura Ingraham

Mario Nawfal

135,305 Aufrufe • vor 11 Monaten

The U.S. is RICH with rare earth minerals. President Donald J. Trump is committed to bringing back our mining industry so we can MINE IN AMERICA again and end the stranglehold China has on critical minerals!
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The U.S. is RICH with rare earth minerals. President Donald J. Trump is committed to bringing back our mining industry so we can MINE IN AMERICA again and end the stranglehold China has on critical minerals!

Secretary Doug Burgum

65,532 Aufrufe • vor 8 Monaten

Rare earth minerals are a critical chokepoint for everything that matters to the modern economy. From semiconductors to defense systems. China controls over 70 percent of REE supply and over 90 percent of the processing. The world is waking up to this dependence. Japan, Australia, and the US are trying to diversify. The Pentagon has even taken a stake in America’s only rare earth mining firm. But right now, China holds the cards.
0:48

Rare earth minerals are a critical chokepoint for everything that matters to the modern economy. From semiconductors to defense systems. China controls over 70 percent of REE supply and over 90 percent of the processing. The world is waking up to this dependence. Japan, Australia, and the US are trying to diversify. The Pentagon has even taken a stake in America’s only rare earth mining firm. But right now, China holds the cards.

Nina Schick

53,255 Aufrufe • vor 4 Monaten

🇺🇸🇨🇳 SECRETARY BURGUM: CHINA CONTROLS NEARLY ALL REFINING OF RARE EARTH MINERALS U.S. Secretary of the Interior,Doug Burgum: "China today controls 85 to 100% of all the refining on the 20 most important rare earth minerals that are essential for defense, essential for automotive, essential for high tech in our country. They have a stranglehold on that marketplace. We have to break it. President Trump knows that, and we have to get back to mining in our country." Source: Fox Business
0:28

🇺🇸🇨🇳 SECRETARY BURGUM: CHINA CONTROLS NEARLY ALL REFINING OF RARE EARTH MINERALS U.S. Secretary of the Interior,Doug Burgum: "China today controls 85 to 100% of all the refining on the 20 most important rare earth minerals that are essential for defense, essential for automotive, essential for high tech in our country. They have a stranglehold on that marketplace. We have to break it. President Trump knows that, and we have to get back to mining in our country." Source: Fox Business

Mario Nawfal

576,763 Aufrufe • vor 11 Monaten

🇺🇸🇨🇳 In the 1990s, the West literally taught China how to process rare earths. Today, China controls 90% of the materials needed to manufacture everything. "If we go to a war with China in the next year, we will have to ask them, can you pause it for one month and start supplying the critical materials to us so that we can start bombing you." That's not a hypothetical. That's the current reality. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
2:02

🇺🇸🇨🇳 In the 1990s, the West literally taught China how to process rare earths. Today, China controls 90% of the materials needed to manufacture everything. "If we go to a war with China in the next year, we will have to ask them, can you pause it for one month and start supplying the critical materials to us so that we can start bombing you." That's not a hypothetical. That's the current reality. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

Mario Nawfal

90,613 Aufrufe • vor 3 Monaten

In the U.S. trade war with China, rare earths are a critical battleground. Jon Wertheim reports from the only active rare earth mine in the US that is challenging China's near-monopoly over the strategic metals that are key components in smartphones, robotics, fighter jets, and drones. Sunday.
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In the U.S. trade war with China, rare earths are a critical battleground. Jon Wertheim reports from the only active rare earth mine in the US that is challenging China's near-monopoly over the strategic metals that are key components in smartphones, robotics, fighter jets, and drones. Sunday.

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Rare earth independence is national security. Joshua Ballard: ‘We have the minerals, the people, the technology, and the capital to break China’s stranglehold. Rare earths underpin modern tech and our defense—we must rebuild this industry in America.’

Laura Ingraham

77,501 Aufrufe • vor 1 Jahr

.United States Trade Representative: Past Administrations allowed China to take advantage of U.S. technology that pioneered rare earth extraction — and now, China is coercing us and the rest of the world. We aren't backing down.
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.United States Trade Representative: Past Administrations allowed China to take advantage of U.S. technology that pioneered rare earth extraction — and now, China is coercing us and the rest of the world. We aren't backing down.

Rapid Response 47

218,163 Aufrufe • vor 11 Monaten

Mountain Pass, California, once led the world in rare earth production. But as mining and processing shifted to China, the mine shut down. Years later, a hedge fund manager saw a chance to revive it.
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Mountain Pass, California, once led the world in rare earth production. But as mining and processing shifted to China, the mine shut down. Years later, a hedge fund manager saw a chance to revive it.

60 Minutes

92,260 Aufrufe • vor 6 Monaten

US Gen. Charles Flynn has a warning for Canada with China "So, you know, back to Canada, I would just say be careful of commerce being used as coercion versus transparency, stability and prosperity and freedoms for all, because that's in, you know, that's an example of how that's not being applied by the Communist Chinese party on the rare earth minerals." On rare earth minerals "And so when we walked away from that step in the process of physical beneficiation, physical separation, we outsourced that to China." "So now they control 80 to 90% of creating concentrate. And this is a problem." "And unless we rebuild that part of the processing back in the United States, we're not going to own our end to end supply."
3:12

US Gen. Charles Flynn has a warning for Canada with China "So, you know, back to Canada, I would just say be careful of commerce being used as coercion versus transparency, stability and prosperity and freedoms for all, because that's in, you know, that's an example of how that's not being applied by the Communist Chinese party on the rare earth minerals." On rare earth minerals "And so when we walked away from that step in the process of physical beneficiation, physical separation, we outsourced that to China." "So now they control 80 to 90% of creating concentrate. And this is a problem." "And unless we rebuild that part of the processing back in the United States, we're not going to own our end to end supply."

cbcwatcher

40,017 Aufrufe • vor 6 Monaten

Una CHRISTIAN GENOCIDE!! 🤣 “I believe China is global threat that must be confronted globally, Today’s Senate hearing, focus on China 🇨🇳 dominance on critical rare earth minerals in Africa” ~ Ted Cruz at the Senate committee hearing on USA strategic planning against Russian and China. Me: As someone that is actively in the mining sector for years. I will say this, TED is 100% right. However, our government must stop issuing licenses to foreign companies that want to mine rare earth minerals. Including China. We must preserve this precious minerals at all cost. Until local indigenous companies start mining and processing it to finished and semi-finished products like it is done in Vietnam. 🇻🇳
2:37

Una CHRISTIAN GENOCIDE!! 🤣 “I believe China is global threat that must be confronted globally, Today’s Senate hearing, focus on China 🇨🇳 dominance on critical rare earth minerals in Africa” ~ Ted Cruz at the Senate committee hearing on USA strategic planning against Russian and China. Me: As someone that is actively in the mining sector for years. I will say this, TED is 100% right. However, our government must stop issuing licenses to foreign companies that want to mine rare earth minerals. Including China. We must preserve this precious minerals at all cost. Until local indigenous companies start mining and processing it to finished and semi-finished products like it is done in Vietnam. 🇻🇳

Ainà Dipo 🇳🇬

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