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Argonne study finds rare earth supply disruptions can have long-range impacts

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A range of devices and machines rely on rare earth elements that are mined and refined largely in China. Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. China dominates the global rare earths market. Causes of supply disruptions.

Supplies 468
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Baker Institute: China positioning itself to dominate world’s copper supply

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China is positioning itself to dominate the global supply of copper, a material in high demand as the world transitions to alternative energy systems, according to experts from Rice University’s Baker Institute for Public Policy. “If China’s domestic production of copper is inadequate relative to demand, according to the authors.

Supplies 250
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Shell starts up 20 MW hydrogen electrolyzer in China

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Shell has started operations at the power-to-hydrogen electrolyzer in Zhangjiakou, a joint venture between Shell (China) Limited and Zhangjiakou City Transport Construction Investment Holding Group Co. We see opportunities across the hydrogen supply chain in China, including its production, storage and shipping.

Hydrogen 331
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MP Materials and Sumitomo to strengthen rare earth supply in Japan

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and Sumitomo Corporation announced an agreement to diversify and strengthen rare earth supplies in Japan. Further, the companies will collaborate on the supply of rare earth metals and other products. China is the world’s leading producer. MP’s Mountain Pass facility is the US’ only scaled rare earth production source.

Japan 225
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Niron Magnetics secures $17.5M ARPA-E SCALEUP grant to boost production of FeN magnets

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Niron will use this financing to advance the commercial partnerships and pilot production of its rare earth-free Clean Earth Magnet, further demonstrating its potential to replace rare earth permanent magnets. One of the top 5 global wind turbine OEMs. Today, these magnets rely on rare earth elements. 2019.165962.

Grant 345
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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

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The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. This surge occurred mostly in China, driven by steel manufacturing.

China 416
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IIASA study proposes solid air hydrogen liquefaction as efficient addition to hydrogen liquefaction supply chain

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A new approach developed by researchers from the International Institute for Applied Systems Analysis (IIASA) in Austria and international colleagues proposes using solid air (nitrogen or oxygen) as a medium for recycling cooling energy across the hydrogen liquefaction supply chain. The Solid Air Hydrogen Liquefaction process © Hunt et al.

Hydrogen 273