Welcome home, fellow Gator.

The Gator Nation's oldest and most active insider community
Join today!
  1. Hi there... Can you please quickly check to make sure your email address is up to date here? Just in case we need to reach out to you or you lose your password. Muchero thanks!

China Cuts REM Exports

Discussion in 'Too Hot for Swamp Gas' started by G8trGr8t, Dec 3, 2024.

  1. G8trGr8t

    G8trGr8t Premium Member

    32,414
    12,159
    3,693
    Aug 26, 2008
    If they can't have our chips, we can't have their REM to build them with...if only we had our own REM capacity...

    China hits back at Biden's chip restrictions by banning shipments of key materials to the US

    China's Ministry of Commerce said on Tuesday it would halt exports to the US of items relating to minerals and metals that can be used for both civilian and military purposes.

    The so-called "dual-use" materials include gallium, germanium, antimony, and superhard materials. The announcement also included stricter export controls for items related to graphite, a highly conductive "wonder material." These materials are used to build semiconductors, batteries, advanced electronics, and solar panels.

    China and the US have been locked in a technological race to the top over AI and military tech. Blocking the movement of materials essential to these industries is the latest tactic to be deployed.

    The US is heavily dependent on China for gallium and antimony imports. While the US produces some germanium, China produces 98% of the world's supply, according to the US Geological Survey. The government agency published research in November that said losing access to germanium and gallium imports could add up to "billions of dollars in losses" across the US economy, with the fallout concentrated most in the semiconductor industry.
     
  2. CHFG8R

    CHFG8R GC Hall of Fame

    6,114
    551
    393
    Apr 24, 2007
    St. Augustine, FL
    Rare earths aren't that "rare". It's just a matter of finding other sources. The tech and intellectual capital required to make the world's most advanced chips is even rarer and can't simply be outsourced. Oh well. Better luck next time CCP (not really).
     
    • Like Like x 1
    • Winner Winner x 1
  3. channingcrowderhungry

    channingcrowderhungry Premium Member

    9,232
    2,077
    3,013
    Apr 3, 2007
    Bottom of a pint glass
    You know who loses a trade war? Regular folks.
     
    • Winner Winner x 3
    • Agree Agree x 1
  4. G8trGr8t

    G8trGr8t Premium Member

    32,414
    12,159
    3,693
    Aug 26, 2008
    Keeping the most advanced ai chips out of Chinese hands (in large volumes) is the right choice. National security is not something to sacrifice to get cheaper stuff
     
    • Agree Agree x 2
    • Winner Winner x 1
  5. citygator

    citygator VIP Member

    12,026
    2,627
    3,303
    Apr 3, 2007
    Charlotte
    China has a long way to go if their bot posting in too hot is an indication of their progress. "I read the article and found it interesting" is some weak ass AI posts.
     
    • Funny Funny x 2
  6. tilly

    tilly Superhero Mod. Fast witted. Bulletproof posts. Moderator VIP Member

    Has anyone asked Michael Stipe to comment?
     
  7. wgbgator

    wgbgator Premium Member

    30,248
    1,904
    2,218
    Apr 19, 2007
    Well, its the end of the world as we know it (and I feel fine)
     
  8. wgbgator

    wgbgator Premium Member

    30,248
    1,904
    2,218
    Apr 19, 2007
    He said that everybody hurts sometimes, but one day we will all be shiny happy people holding hands
     
    • Like Like x 1
  9. tilly

    tilly Superhero Mod. Fast witted. Bulletproof posts. Moderator VIP Member

    Sounds like major spin to me. I assume he thinks Its the end of the world as wr know it.

    Edit. I missed your first post. :D
     
    • Funny Funny x 1
  10. tilly

    tilly Superhero Mod. Fast witted. Bulletproof posts. Moderator VIP Member

    • Like Like x 1
    • Funny Funny x 1
  11. sierragator

    sierragator GC Hall of Fame

    15,574
    13,301
    1,853
    Apr 8, 2007
    Losing its religion
     
    • Like Like x 1
  12. uftaipan

    uftaipan GC Hall of Fame

    9,170
    2,146
    1,483
    May 31, 2007
    Fresno, CA
    Not to the extent of a real war.
     
    • Wish I would have said that Wish I would have said that x 1
  13. chemgator

    chemgator GC Hall of Fame

    13,791
    1,944
    1,318
    Apr 3, 2007
    I thought China already lost their religion.
     
  14. PetrolGator

    PetrolGator Lawful Neutral Premium Member

    727
    260
    1,978
    Dec 8, 2008
    Herndon, Virginia
    Soooo where are these hidden sources of gallium et al? what little I know is that it’s obtained as a byproduct of other process (aluminum refining, some very small amounts in coal) and really isn’t present elementally in nature.

    I know exploration for rare earths really isn’t a thing because of their very nature. Back-of-napkin searching seems to suggest production is linked largely to how much its parent element is produced. Ergo, if aluminum (bauxite) mining isn’t available, you’re not gonna get a whole lot of the stuff. Given that this ore isn’t super common in the continental US, I think “rare” is appropriate and concern is warranted.
     
  15. CHFG8R

    CHFG8R GC Hall of Fame

    6,114
    551
    393
    Apr 24, 2007
    St. Augustine, FL
    Yes, but it's not exclusive to China either. In this case, Canada. And others. Like all things China, we can't do it by ourselves, but will need partners to complete the full decoupling. Still, the decoupling must happen. At least as long as the CCP runs China.
     
    • Agree Agree x 1
  16. PetrolGator

    PetrolGator Lawful Neutral Premium Member

    727
    260
    1,978
    Dec 8, 2008
    Herndon, Virginia
    I did some quick digging. There doesn’t seem to be either a proven or unproven bauxite deposit that potentially would have the gallium we need.
     
  17. CHFG8R

    CHFG8R GC Hall of Fame

    6,114
    551
    393
    Apr 24, 2007
    St. Augustine, FL
    Me too. Assuming production levels would have to increase dramatically. But, again, there are other sources. Not saying it's an easy transition, but it's doable, and better than being dependent to turds like the CCP (which is exactly why they subsidized and ramped up this stuff in the first place).

    "
    WHO ELSE PRODUCES THESE METALS?

    Small amounts of primary gallium - around 10 metric tons in 2021 - are produced by Japan, Russia and South Korea, according to USGS, while additional amounts also come from recycled material.

    Germany and Kazakhstan also produced it in the past. After prices rallied in 2020 and 2021, Germany announced that it would restart primary gallium production.

    Canada's Teck Resources is the biggest germanium producer in North America, extracting the material from its Trail smelter in British Columbia.

    U.S.-based Indium Corporation also produces germanium, while Belgium's Umicore makes both germanium and gallium."

    Where are germanium and gallium produced, what are they used for?