Thẻ: Critical minerals and materials

Đất hiếm là khoáng sản chiến lược đặc biệt, không xuất khẩu thô

~ Đào Thu Hằng ~ Bình luận về bài viết này

vneconomy.vn 11/12/2025

Luật sửa đổi, bổ sung một số điều của Luật Địa chất và khoáng sản khẳng định đất hiếm là khoáng sản chiến lược đặc biệt. Việc thăm dò, khai thác, chế biến phải được kiểm soát chặt chẽ, không xuất khẩu thô khoáng sản đất hiếm. Chỉ các doanh nghiệp, tổ chức được Nhà nước chỉ định hoặc cho phép mới được quyền thăm dò, khai thác, chế biến và sử dụng đất hiếm. Hoạt động chế biến sâu đất hiếm phải gắn với xây dựng hệ sinh thái công nghiệp hiện đại để nâng cao chuỗi giá trị trong nước…

Chỉ các doanh nghiệp, tổ chức được Nhà nước chỉ định hoặc cho phép mới được quyền thăm dò, khai thác, chế biến và sử dụng đất hiếm. Ảnh minh họa
Chỉ các doanh nghiệp, tổ chức được Nhà nước chỉ định hoặc cho phép mới được quyền thăm dò, khai thác, chế biến và sử dụng đất hiếm. Ảnh minh họa

Tiếp tục chương trình Kỳ họp thứ 10, ngày 11/12, Quốc hội biểu quyết thông qua Luật sửa đổi, bổ sung một số điều của Luật Địa chất và khoáng sản với đa số đại biểu có mặt tán thành.

Trước khi Quốc hội thông qua, Bộ trưởng Bộ Nông nghiệp và Môi trường Trần Đức Thắng, thừa ủy quyền của Thủ tướng Chính phủ báo cáo giải trình, tiếp thu, chỉnh lý dự thảo Luật sửa đổi, bổ sung một số điều của Luật Địa chất và khoáng sản. Theo đó, Chính phủ đã tiếp thu và phối hợp với các cơ quan có liên quan rà soát, chỉnh lý, hoàn thiện dự thảo về các vấn đề bảo đảm tính thống nhất, đồng bộ của hệ thống pháp luật, quy định đầy đủ các trường hợp chuyển tiếp và một số vấn đề cụ thể khác.

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Exclusive: China-backed militia secures control of new rare earth mines in Myanmar

~ Đào Thu Hằng ~ Bình luận về bài viết này

reuters.com By Naw Betty Han, Shoon Naing, Devjyot Ghoshal, Eleanor Whalley and Napat Wesshasartar

June 12, 20255:48 PM GMT+7Updated 5 days ago

United Wa State Army (UWSA) soldiers march during a media display in Pansang, Wa territory in northeast Myanmar

Item 1 of 4 United Wa State Army (UWSA) soldiers march during a media display in Pansang, Wa territory in northeast Myanmar, October 4, 2016. Picture taken on October 4, 2016. REUTERS/Soe Zeya Tun/File Photo

[1/4]United Wa State Army (UWSA) soldiers march during a media display in Pansang, Wa territory in northeast Myanmar, October 4, 2016. Picture taken on October 4, 2016. REUTERS/Soe Zeya Tun/File Photo Purchase Licensing Rights, opens new tab

  • Summary
  • Beijing-backed UWSA protecting new rare earth mines in Shan state, sources say
  • Mines being run by Chinese-speaking operators
  • China relies on Myanmar for rare earth imports but had recently faced some supply challenges
  • Rare earths offer Beijing leverage in trade war with Washington

BANGKOK, June 12 (Reuters) – A Chinese-backed militia is protecting new rare earth mines in eastern Myanmar, according to four people familiar with the matter, as Beijing moves to secure control of the minerals it is wielding as a bargaining chip in its trade war with Washington.

China has a near-monopoly over the processing of heavy rare earths into magnets that power critical goods like wind turbines, medical devices and electric vehicles. But Beijing is heavily reliant on Myanmar for the rare earth metals and oxides needed to produce them: the war-torn country was the source of nearly half those imports in the first four months of this year, Chinese customs data show.

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The Role of Traceability in Critical Mineral Supply Chains

~ Đào Thu Hằng ~ Bình luận về bài viết này

Download report at IEA

As global demand for critical minerals grows, it will be important to anticipate and address the potential harms the mining and metals sector can have on societies, communities and the environment. Overlooking these risks can ultimately disrupt supply for clean energy technologies.

Traceability systems can, when used as part of a wider risk-based due diligence process, help meet emerging policy goals by providing ways to integrate data on origin, evolution, and ownership of minerals. Some traceability approaches can also provide a platform for embedding data on environmental, social and governance issues. To work effectively, however, traceability systems must be carefully designed – balancing standardisation and context, maintaining data quality, and adapting to varying supply chain complexities. They also require strong collaboration among companies, governments and civil society, backed by cost-sharing, reliable verification and secure data-sharing protocols. Above all, traceability should serve clear objectives rather than become an end in itself: policy makers and practitioners should adopt a measured approach, progressively deploying mechanisms where necessary while allowing for inclusive participation and access to markets and investment.

This report includes a practical eight-step roadmap, from setting policy objectives to building trust mechanisms, which can help ensure traceability systems are fit for purpose and aligned with the realities of global supply chains.

All the Metals We Mined in One Visualization

~ Đào Thu Hằng ~ Bình luận về bài viết này

 visualcapitalist.com November 15, 2023 By Bruno Venditti

All the metals we mined

Metals are a big part of our daily lives, found in every building we enter and all devices we use.

Today, major industries that directly consume processed mineral materials contribute 14% of the United States economy.

The above infographic visualizes all 2.8 billion tonnes of metals mined in 2022 and highlights each metal’s largest end-use using data from the United States Geological Survey (USGS).

Iron Ore Dominance

Iron ore dominates the metals mining landscape, comprising 93% of the total mined. In 2022, 2.6 billion tonnes of iron ore were mined, containing about 1.6 billion tonnes of iron.

Metal/OreQuantity Mined in 2022 (tonnes)% of Total
Iron ore2,600,000,00093.3%
Industrial metals185,111,8356.6%
Technology and Precious Metals1,500,0080.05%
Total2,786,611,843100%

Percentages may not add up to 100 due to rounding.

Iron ores are found in various geologic environments, such as igneous, metamorphic, or sedimentary rocks, and can contain over 70% iron, with many falling in the 50-60% range.

Combined with other materials like coke and limestone, iron ore is primarily used in steel production. Today, almost all (98%) iron ore is dedicated to steelmaking.

The ore is typically mined in about 50 countries, but Australia, Brazil, China, and India are responsible for 75% of the production.

Because of its essential role in infrastructure development, iron ore is one of the most crucial materials underpinning urbanization and economic growth.

Industrial Metals

Industrial metals occupy the second position on our list, constituting 6.6% of all metals mined in 2022. These metals, including copper, aluminum, lead, and zinc, are employed in construction and industrial applications.

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Power scramble – 3 parts

~ Phạm Thu Hương ~ Bình luận về bài viết này

Can Anyone Challenge China’s Near Monopoly On Metals Powering Our Tech? – Part 1/3 | Power Scramble


CNA Insider – 3-11, 2023

We want the newest gadgets, the most advanced electric vehicles, and a fully electrified future, but behind all of that is a class of critical metals: rare earths. These are the only metals in the world, to date, that can be used to create powerful and portable magnets, essential to everything from EVs to wind turbines. So why the worry? For decades, China has maintained an iron grip on the entire supply chain for rare earths. Today, demand is skyrocketing for rare earths, because the world is racing to electrify just about every part of our lives. Kartik Kuna is the first outsider to gain filming access to a particular magnet factory in Dongguan, China – one of many Chinese factories that are producing a huge majority of the world’s rare earth magnets. Just why is it so hard to outcompete China in this space? Kartik also witnesses for himself a startling statistic – China is building up offshore wind power capacity at breakneck pace… all of which requires rare earths. Tiếp tục đọc “Power scramble – 3 parts” →

Rare Earth Prices Skyrocket Following Burmese Mining Suspension

~ Đào Thu Hằng ~ Bình luận về bài viết này

OILPRICE.COM By Metal Miner – Oct 08, 2023, 10:00 AM CDT

  • Myanmar’s Kachin State, supplying 38% of China’s rare earth imports, halted mining, causing an immediate spike in global prices.
  • The long-term effects of this suspension might lead to scarcity, illicit mining, and environmental issues in the region.
  • China’s economic slowdown combined with geopolitical risks highlights the need for diversified sourcing in the rare earth market.

The Rare Earths MMI (Monthly Metals Index) witnessed yet another steep increase month-over-month. Indeed, supply disruptions remain a massive concern in the rare earths industry, so rare earth magnets and other materials witnessed renewed bullish strength across the board over recent months.

https://imasdk.googleapis.com/js/core/bridge3.595.0_en.html#goog_2062367381

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Critical Minerals Market Review 2023

~ Đào Thu Hằng ~ Bình luận về bài viết này

Full report on IEA

Introduction

Critical minerals, essential for a range of clean energy technologies, have risen up the policy and business agenda in recent years. Rapid growth in demand is providing new opportunities for the industry, but a combination of volatile price movements, supply chain bottlenecks and geopolitical concerns has created a potent mix of risks for secure and rapid energy transitions. This has triggered an array of new policy actions in different jurisdictions to enhance the diversity and reliability of critical mineral supplies. 

Since the International Energy Agency’s (IEA) landmark analysis on the Role of Critical Minerals in Clean Energy Transitions and the new ministerial mandates in March 2022, the Agency has expanded its work on critical minerals to help policymakers address these emerging challenges and ensure reliable and sustainable supplies of critical minerals. These efforts include a commitment to regular market monitoring, which aims to provide a clear understanding of today’s demand and supply dynamics and what they mean for the future. In this inaugural piece of analysis, we review the latest price, investment and production trends in the critical minerals sector. The first chapter provides a snapshot of industry developments in 2022 and early 2023. The second chapter reviews key trends in the battery sector given its importance in driving demand growth for critical minerals. The third chapter presents a concise review of key trends for each individual commodity. In the final chapter, we present implications for policy and industry stakeholders.

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Deep-sea mining for minerals: What is the issue?

~ Đào Thu Hằng ~ Bình luận về bài viết này

IUCN.org

What is the issue?
Why is this important?
What can be done?
More information

  • Deep-sea mining is the process of retrieving mineral deposits from the deep seabed – the ocean below 200m.
  • Depleting terrestrial deposits and rising demand for metals mean deep-sea mining may begin soon, even thoughresearch suggests that it could destroy habitats and wipe out species.
  • Deep-sea mining should be halted until the criteria specified by IUCN are met, including the introduction of assessments, effective regulation and mitigation strategies.
  • Comprehensive studies are neededto improve our understanding of deep-sea ecosystems and the vital services they provide to people, such as food and carbon sequestration.

What is the issue?

Deep-sea mining is the process of extracting and often excavating mineral deposits from the deep seabed. The deep seabed is the seabed at ocean depths greater than 200m, and covers about two-thirds of the total seafloor. Research suggests deep-sea mining could severely harm marine biodiversity and ecosystems, but we still lack the knowledge and means to implement protections.

Despite this, there is growing interest in the mineral deposits of the seabed. This is said to be due to depleting terrestrial deposits of metals such as copper, nickel, aluminium, manganese, zinc, lithium and cobalt. Demand for these metals is also increasing to produce technologies like smartphones, wind turbines, solar panels and batteries.

featured image

ISA, 2021

By May 2022, the International Seabed Authority (ISA), which regulates activities in the seabed beyond national jurisdiction (‘the Area’), had issued 31 contracts to explore deep-sea mineral deposits. More than 1.5 million km2 of international seabed, roughly the size of Mongolia, has been set aside for mineral exploration.

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Critical Minerals in World War 2

~ Đào Thu Hằng ~ Bình luận về bài viết này

Arizona.edu

How Minerals Made Civilization, the UA Lowell Institute for Mineral Resources’ YouTube video series on the role of mineral resources in history, is launching a trilogy about how mineral resources influenced the war.  Part 1, posted today, covers mineral resources during the interwar buildup: how mineral resources figured in national (and transnational) politics in the 1930s, how resource-poor nations sought to build up their supplies, and how the struggle for resources eventually culminated in the outbreak of the war. From the video, here are a few fun facts you may not have known:

  •  Coins for combat: During the early to mid-1930s, both Germany and Japan reissued old silver coinages in nickel so they would have a nickel supply for gun steels when the war broke out.
  •  Coal, meet hydrogen: Coal-to-oil conversion was invented too late to change the outcome of World War 1, but it was about to play a major role in supplying Germany in the next war.
  •  Why we use molybdenum in steels: The Nazi-Soviet Pact of 1939 redirected Soviet manganese exports from the USA to Germany, so American metallurgists developed improved molybdenum-alloy steels as a substitute using molybdenum from Arizona and Colorado.

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CFR – Critical Minerals and China

~ Trần Đình Hoành ~ Bình luận về bài viết này
The Water’s Edge April 28, 2023
The President’s Inbox Recap: Critical Minerals and China

by Michelle Kurilla, Guest Contributor



The digging of raw nickel ore near Sorowako, Indonesia’s Sulawesi island, on January 8, 2014.
REUTERS/Yusuf Ahmad

The latest episode of The President’s Inbox is live, and we’ve revived the practice of posting a weekly episode recap on The Water’s Edge.  This week, Jim sat down with Morgan Bazilian, the Director of the Payne Institute and a professor of public policy at the Colorado School of Mines. They discussed the role of critical minerals in geopolitical competition with China.

Here are four takeaways from the conversation:

1. Critical minerals are essential for the green energy transition. Lithium, cobalt, nickel, copper, and other minerals are critical to building the batteries, electrical grids, and solar facilities needed to move away from fossil fuels. Demand for lithium alone is predicted to increase thirteen-fold by 2040 and could become a sticking point in the green energy transition. Nor is demand for critical minerals limited to the energy sector; they’re widely used to manufacture everything from smartphones to advanced weaponry.

2. China dominates the critical mineral supply chain. A few countries sit atop vast mineral reserves. Seventy-five percent of the world’s known lithium reserves are found in Argentina, Bolivia, and Chile. The Democratic Republic of the Congo possess more than half the world’s cobalt reserves. Indonesia has more than 20 percent of the world’s nickel reserves. Regardless of where mines might be located, China owns or finances many of them. As recently as 2020, China owned and financed fifteen of the nineteen cobalt mines in the DROC. China also dominates the refining process. It controls 65 percent of cobalt refining, nearly 60 percent of the lithium refining, and as much as 95 percent of manganese refining. This dominance gives China leverage over customers, something it has used in the past. In 2010, China stopped exporting rare earth elements (a subset of critical minerals essential to electronics manufacturing) to Japan amid heightened tensions between the two countries.

3. The United States can lessen its dependence but doing so will take time. The United States is working with its allies and partners to lessen potential vulnerabilities to disruptions in critical mineral supply. The recently signed Mineral Security Partnership with Australia, Canada, the United Kingdom, France, Germany, Japan, South Korea, and others would allow investments in mining infrastructure abroad by the United States through the Export-Import Bank. The United States is currently negotiating a deal with the EU that would harmonize rules governing critical minerals used in electric batteries. The United States struck a similar deal with Japan last month. President Biden could also invoke the Defense Production Act to rapidly increase domestic investment in critical minerals. But all of these steps will take time to produce results. It can take more than sixteen years to make a new mine operational. There’s been pushback to investments in mining and processing due to their harmful environmental impacts, and both Democratic and Republican lawmakers have voiced concern about a need for congressional oversight in the trade agreements.

4. Technological advancements could lessen supply chain vulnerabilities. Technology has a long history of solving scarcity problems. Critical minerals could provide yet another example. For example, progress is being made on developing sodium batteries. They don’t require either cobalt or nickel as lithium batteries do. Even better for the United States, Wyoming sits on top of more than 90 percent of the world’s main industrial source of sodium. But it would take time to scale up sodium battery production and ease doubts about their durability, let alone ramp up construction of sodium battery factories to compete with China and get the rest of the world onboard.

Shortly after Jim and Morgan talked, Chile nationalized its lithium reserves, citing economic and environmental concerns. Chile isn’t the first country to make this move. Mexico did the same last year.

If you’re looking to read more of Morgan’s work, check out the piece he co-wrote earlier this year for Foreign Affairs arguing that the United States needs to rework its supply chains at home and abroad to “win the energy battle of the twenty-first century.” In another article for Foreign Policy, he and his co-authors warned America’s dependency on the critical minerals that China dominates poses a national security risk. He also co-wrote a piece for the Wilson Center’s New Security Beat blog that argued the United States needs to diversify its supply chains globally and domestically so that its climate mitigation strategies and military readiness are not in competition with one another.Read Original Post

Europe’s pursuit of securing critical raw materials for the green transition

~ Đào Thu Hằng ~ Bình luận về bài viết này

Chathamhouse.org

The UK and EU are beginning to secure supply of critical raw materials necessary for the twin transitions to a digital and net-zero economy.

EXPERT COMMENT

4 APRIL 2023 5 MINUTE READ

It was possibly a coincidence when both the UK and the EU published their updated strategy documents on critical raw materials in the same week. The UK government published the Critical Minerals Refresh on 13 March 2023 which reinforces the government’s commitment to the Critical Minerals Strategy. Three days later, the European Union’s Critical Raw Materials Act and the EU Net-Zero Industry Act (NZIA) were released alongside each other on 16 March 2023.

10 per cent of domestic demand for mining and extraction and at least 40 per cent for processing and refining is outlined in the EU CRM Act. 

These different policies aim to ensure the sustainable supply of critical raw materials which are vital to the digital economy and net-zero transition. The key issues addressed in the strategies include the dependency on imports of critical materials – such as lithium, cobalt, nickel and rare earth metals – and key technologies – such as batteries and solar photovoltaics – as well as increased vulnerability to price volatility and potential supply disruptions.  

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Greenland: Đảo băng nóng bỏng

~ Phạm Thu Hương ~ Bình luận về bài viết này

CHIÊU VĂN 26/3/2021 8:00 GMT+7

TTCT – Hồi năm 2019, khi tổng thống Mỹ lúc đó là Donald Trump hỏi mua hòn đảo khổng lồ ở Bắc Cực Greenland từ Đan Mạch, ông đã bị chê là vô duyên và lố bịch. Nhưng giờ, khi cuộc bầu cử sớm sắp diễn ra ở đấy – chính quyền Greenland sụp đổ vì tranh cãi liên quan tới tài nguyên đất hiếm – xem chừng ông Trump đã nhìn xa trông rộng.

Cuộc bầu cử ở Greenland, với tổng dân số chỉ hơn 56.000 người, dự kiến diễn ra vào ngày 6-4, và chỉ hơn một tháng sau sẽ là cột mốc trọng đại khác – 300 năm ngày vùng đất này trở thành lãnh thổ của Đan Mạch. Đầu cua tai nheo cũng là từ đó: ở đây có một phe đang đòi độc lập.

Hình ảnh này không có thuộc tính văn bản thay thế; tên tập tin là 2a5f6f07.jpg

Dân Greenland biểu tình phản đối một dự án khai khoáng. Ảnh: ejatlas.org

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Myanmar’s environment hit by rare earth mining boom

~ Đào Thu Hằng ~ Bình luận về bài viết này

Pristine parts of northern Kachin State are under threat as demand grows for high-tech devices that rely on rare earth.

mekongeye.com

Kachin State’s Chipwi Township in northernmost Myanmar is known for its pristine forests and crystal-clear water.

But 10 years ago, local residents started noticing the patches of land that had been cleared on the lush mountains surrounding their town, which borders China’s Yunnan province. It started with one patch of land, where all the trees were cut down. Then others followed.

Soon locals saw heavy machinery being moved through their town, heading to those barren plots of land. Then workers started flooding in. They excavated the ground and left open pits, many filled with chemically-laced water, in areas once rich in woodland. The water near those sites was no longer clean.

It became obvious at that stage that the newcomers were looking for something underneath the ground – rare earth, which contains elements widely used in high-tech products like smartphones, computer components, electric vehicles and solar cells.  

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The Geopolitics of Critical Minerals Supply Chains

~ Đào Thu Hằng ~ Bình luận về bài viết này

Download full report

As clean energy technology becomes the latest frontier for geoeconomic rivalry, the security of supply chains for rare earths and critical minerals—essential materials for clean energy—has become a global strategic issue.

The fragility of global supply chains revealed by Covid-19 and rising competition from China have only heightened the importance of supply chain security for critical minerals.

This report compares strategies and actions taken by the United States, European Union, and Japan, illuminating key economic, security, and geopolitical factors behind these evolving approaches to enhance the security of critical minerals supply chains.

This report was made possible by the generous support of the Japan External Trade Organization.

Liệu khai khoáng có thể bền vững được không?

~ Bùi Thị Ánh Quyên ~ Bình luận về bài viết này

English: Can mining be sustainable

>> Bài liên quan: Khoáng sản và phát triển bền vững

Tác giả Saleem Ali và Jamie Kneen, đối mặt với một câu hỏi thường trực, phải chăng khai thác khoáng sản vốn là không thể bền vững?

Ngày nay, rõ ràng “bền vững” là điểm cần chú ý của mọi doanh nghiệp, từ cửa hàng nhỏ cho đến các công ty đầu tư đa quốc gia. Khái niệm thực tế về bền vững có thể thay đổi, tuy nhiên các khái niệm bền vững đều đề cập về vấn đề việc đáp ứng các nhu cầu (mong muốn) hiện tại mà không gây ảnh hưởng xấu đến thế hệ tương lai. Khai thác khoáng sản mà bản chất là việc sử dụng nguồn nguyên liệu không thể tái chế đang là vấn đề thu hút nhiều cuộc tranh luận về khả năng bền vững. Khai thác khoáng sản có thể thực hiện một cách bền vững? Saleem H. Ali, Giám đốc Trung tâm Trách nhiệm xã hội trong khai thác mỏ  Đại học Queensland, Úc và Jamie Kneen, điều phối viên truyền thông và điều phối viên cho cơ quan giám sát khai khoáng MiningWatch Canada, đưa ra hai quan điểm về câu hỏi hóc búa này. Tiếp tục đọc “Liệu khai khoáng có thể bền vững được không?” →