Articles tagged with "supply-chain"
How Minor Metals Could Cause Major Electrification Bottlenecks - CleanTechnica
The article from CleanTechnica highlights a critical but often overlooked challenge in the global electrification transition: the supply constraints of minor or by-product metals such as indium, gallium, germanium, tellurium, selenium, and certain rare earth elements. Unlike primary metals like lithium and cobalt, whose production can be scaled more directly in response to demand, these by-product metals are produced only incidentally during the mining and refining of major metals like copper, zinc, nickel, and aluminum. This dependency means their supply is inherently tied to the extraction rates and market dynamics of unrelated primary metals, leading to unpredictable availability and price volatility that complicates strategic planning for industries reliant on these materials. Economically, the recovery of by-product metals is marginal and highly sensitive to market prices. For example, zinc refiners will only recover indium if its market price justifies the cost; otherwise, it remains in waste streams, causing intermittent shortages. This contrasts with primary metals, where steady demand typically supports sustained
energyelectrificationminor-metalssupply-chainrare-earth-elementsminingmaterialsUS to get rare earths upfront as Trump unveils 55% China tariff plan
U.S. President Donald Trump announced a tentative trade framework with China that includes upfront deliveries of critical rare earth minerals and industrial magnets to the U.S. supply chain, alongside a total tariff rate of 55 percent on Chinese imports. This deal also involves the U.S. honoring prior commitments related to Chinese students studying in American institutions, marking a reversal from recent stricter policies. Trump touted the agreement as a "great WIN" for both countries, emphasizing closer trade collaboration with Chinese President Xi Jinping. However, officials clarified that the 55 percent tariff figure consolidates existing duties rather than representing a new increase from the previous 30 percent rate. The announcement follows quiet negotiations in London aimed at reviving talks after months of trade tensions marked by escalating tariffs and retaliations. While the deal offers temporary clarity on rare earth supplies—vital for manufacturing electric vehicles and defense equipment—it also underscores the volatility of Trump’s trade strategy, which has fluctuated between tariff hikes and reversals. Despite ongoing legal challenges,
rare-earth-mineralsrare-earth-magnetsUS-China-tradetariffssupply-chaincritical-materialsindustrial-magnetsAuto Industry Crash on Horizon from Lack of Rare Earth Minerals & Magnets? - CleanTechnica
The article from CleanTechnica highlights a looming crisis in the auto industry due to China's tightening control over rare earth minerals and magnets, essential components for both electric and gas-powered vehicles. China currently dominates over 90% of the global rare earth supply chain and has recently imposed export restrictions amid escalating trade tensions with the West. These restrictions have led to significant disruptions, with several European automotive suppliers halting production lines because export licenses for these critical materials are scarce—only about 25% of requests have been approved. Consequently, some Chinese magnet manufacturers have paused production, potentially exacerbating future shortages. This supply chain bottleneck threatens not only the automotive sector but also other industries reliant on rare earth elements, such as robotics and military defense systems. The electric vehicle industry is particularly vulnerable since rare earth metals are vital for electric motors and catalytic converters. If the situation persists, the auto industry in the US and Europe could face temporary shutdowns, causing widespread industrial and economic impacts. The article underscores the urgency of resolving these supply chain issues to avoid a severe disruption in vehicle manufacturing and related sectors.
rare-earth-mineralselectric-vehiclesautomotive-industrysupply-chainmagnetsenergy-storagematerials-shortageWho and How Can Help Indonesia Clean Up Its Minerals Act - CleanTechnica
energymineralssustainabilitysupply-chainclean-technologyIndonesiaelectric-vehiclesChina’s 2,200-pound lifting monster drone completes maiden flight
robotdronelogisticsunmanned-aerial-vehicleaerial-transportcargo-dronesupply-chainDHL buying 1,000+ Stretch robots from Boston Dynamics
robotlogisticsautomationBoston-DynamicsStretchsupply-chaindigitalizationEU Battery Due Diligence Rules: Are Carmakers Ready?
energybatteriessustainabilityelectric-vehiclessupply-chainEU-regulationsclimate-changeRivian Aims To Cement Future EV Sales With New Park For Suppliers
energyelectric-vehiclesEV-manufacturingsupply-chaininnovation-hubRiviansupplier-parkRivian’s reportedly sitting on a stockpile of tariff-free batteries
energybatteriesRivianelectric-vehiclestariffslithium-iron-phosphatesupply-chainLocus Robotics surpasses 5B picks with its warehouse automation
Locus-Roboticswarehouse-automationmobile-robotslogisticssupply-chaintechnology-innovationrobotics-industryGet in gear for warehouse automation at the Robotics Summit & Expo
warehouse-automationroboticssupply-chainRobotics-Summiteconomic-challengeslabor-shortagesorder-fulfillment