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01 / 05
Rare-Earths Plants Are Popping Up Outside China

Wall Street Journal | Mineral Production

Rare-Earths Plants Are Popping Up Outside China

“In a warehouse deep in Brazil’s savanna, machines churn through piles of red clay to produce chalky rocks packed with metals critical for making electric cars, smartphones and missiles. 

But what is particularly precious about these minerals is their intended destination: They are bound for the U.S., not China.

China mines some 70% of the world’s rare earths, the 17 metallic elements primarily used in magnets needed for civilian and military technologies. But its 90% share of processing for rare earths mined around the world is what really concerns officials from other countries working to secure their supply.

‘China is a formidable competitor,’ said Ramón Barúa, chief executive of Canada’s Aclara Resources, which is opening a rare-earths mine to supply a processing plant it plans to build in the U.S. Aclara said it plans by August to decide where in the U.S. to build its plant for separating rare-earths deposits into individual elements.

It also has a buyer lined up. Aclara signed an agreement last year to supply rare earths to VAC, a German company that is building a factory in South Carolina with $94 million in Pentagon funding to make magnets for clients including General Motors.

‘We’re seeing a tsunami of demand,’ Barúa said.”

From Wall Street Journal.

Bloomberg | Mineral Production

China’s Lab-Grown Diamonds Aid Chipmaking in AI Boom

“China’s lab-grown diamonds are emerging as a surprising beneficiary of the artificial intelligence boom, with demand climbing while they gain traction as a key component in advanced chipmaking.

Traditionally associated with jewelry, these synthetic gems are now being adopted as chip‑cooling materials, enabling denser and more powerful AI semiconductors. Momentum has accelerated after several Chinese producers reported that clients validated their diamonds as effective heat spreaders and began commercial shipments…

Gains in this niche segment underscore investors’ search for new AI winners, as crowded hardware bets, from printed circuit boards to optical modules, have grown more expensive after a sharp rally. The surge also highlights a shift toward next‑generation cooling materials, with analysts noting that diamond is increasingly viewed as a superior alternative to traditional solutions like copper or aluminum.”

From Bloomberg.

MIT News | Mineral Production

Researchers Develop Technique to Get Lithium Out of Rocks

“Extracting lithium from hard rock today is an energy- and waste-intensive process that is often far more expensive than getting lithium from brine water, which also has major environmental drawbacks. Currently, lithium hard rock extraction involves baking the rock at over 1,000 Celsius and chemically leaching it to extract lithium. The rest of the rock is discarded.

Now, a team of researchers from MIT and elsewhere has developed a low-temperature process for extracting battery-grade lithium from the most common type of lithium-bearing mineral. The process uses a liquid reagent to dissolve the rock into the useful forms of its constituent parts: not just battery-ready lithium salts, but also smelter-grade alumina and cement-ready silica. After the minerals are extracted, the solvent and reagent can be recovered and used again so waste levels approach zero.

The researchers estimate the closed-loop process is half the cost of traditional lithium hard rock extraction and could make it cost-competitive with extracting lithium from brine water.

A paper describing the process was published today in Science. The researchers have already begun commercializing the technology through an MIT spinout, Rock Zero.”

From MIT News.

Pacific Northwest National Laboratory | Mineral Production

AI Speeds Recovery of Critical Minerals from Industrial Waste

“A research team at the Department of Energy’s Pacific Northwest National Laboratory has deployed AI agents with the potential to accelerate the recovery of critical minerals from real-world industrial waste in days instead of the months or years required for manual experimentation…

To demonstrate the value of the system, the research team tested three different industrial wastes: two different kinds of spent magnets and wastewater from oil and gas extraction.

The scientists fed a description of what was in the waste to specially designed AI agents. The agents then evaluated the value, concentration, and potential product purity after a separation procedure, before making a technical and economic recovery recommendation. In the trial runs, the AI agents recommended recovery of the element magnesium from wastewater produced during oil and gas extraction, of neodymium and praseodymium from magnet waste, and of samarium, a rare-earth element critical to high-performance aerospace magnets and nuclear reactors. 

Such feedstock evaluations traditionally take months of analysis and preliminary lab protocol preparation. 

Instead, within a day, the AI agents used published scientific literature to develop a plan for 96 simultaneous experiments, including recipes for all chemicals used for separation, their order of addition, and timing steps. A liquid-handling robot then executed the orders. 

For these initial experiments, human operators prepared the completed experimental samples for final chemical analysis. But the resulting data were automatically evaluated by AI for any necessary refinements, and if needed, a second round of 96 experiments to optimize purity and yield.”

From Pacific Northwest National Laboratory.

United States Geological Survey | Mineral Production

Lithium in Eastern States Could Replace Imports for a Century

“The southern Appalachians hold an estimated 1.43 million metric tons of lithium oxide, concentrated in the Carolinas, and the northern Appalachians hold an estimated 900,000 metric tons, concentrated in Maine and New Hampshire, according to estimates in a new USGS scientific paper published in Natural Resources Research. The lithium is present in pegmatites, large-grained rocks similar to granite.

‘This research shows that the Appalachians contain enough lithium to help meet the nation’s growing needs – a major contribution to U.S. mineral security, at a time when global lithium demand is rising rapidly,’ said USGS Director Ned Mamula. ‘USGS mineral science is the leading edge in the effort to restore America’s mineral independence by mapping our nation’s mineral resources. Everything else follows on the science: permitting reform and other policy changes to support investment in clean, responsible mining to 21st century standards, and mining workforce training for new American jobs. The United States was the dominant world producer of lithium three decades ago, and this research highlights the abundant potential to reclaim our mineral independence.'”

From United States Geological Survey.