A US based think tanker thoughts/recommendations w regards to the new export controls by CN:
News on China's scientific and technological development.
- Thread starter Quickie
- Start date
He seems to overestimate how quickly or competently the West+vassals can replace rare earths.
That is roughly my estimate as well, but only if everything goes smoothly. I do not anticipate everything will go smoothly.
fundamentally, complete dominance of Rare Earth is not that important to China. It's a tool for use to dominate other higher value added industries. So, if the outcome of this is that US develops a full non-Chinese supply chain that can fully replace China, that will not be the end of the world to China. As long as China can win in more higher pressing field.
The big issue is the general lack of awareness in the western policy makers about all the different steps, materials and equipment needed to have your supply chain. And the difference between current high purity heavy rare earth that China can process vs some entry level light RE that's processed by Lynas.
The big issue is the general lack of awareness in the western policy makers about all the different steps, materials and equipment needed to have your supply chain. And the difference between current high purity heavy rare earth that China can process vs some entry level light RE that's processed by Lynas.
my entire thread is up now and this huge export control expansion in Rare Earth. The battery stuff is also really important but it's hard to beat the significance of China creating it's own De Minis Rule, FDP & BIS 50% rule
one more interesting thing.
as per new rules, it illegal for Chinese nationals to work overseas on anything rare earth related without approval.
Strong "Core" Strength! China Electric Power Corporation No. 4 Undertakes China's First Compact Fusion Energy Experimental Device (BEST) Project
At a critical time in the global energy transition, China's Compact Fusion Energy Experimental System (BEST), a core project in achieving "ultimate energy," is accelerating a historic transformation of the energy structure. Leveraging its expertise and system integration capabilities, China Electric Power Corporation (CEC4) successfully won the bid for the BEST equipment water cooling system project, officially participating in the construction of this large-scale scientific facility of global strategic significance.
BEST, short for Burning Plasma Experimental Superconducting Tokamak, is expected to become the world's first compact fusion energy experimental device. Designed by the Institute of Plasma Physics, Chinese Academy of Sciences, BEST is invested and constructed by Fusion New Energy (Anhui) Co., Ltd., the project owner. Located in Hefei's Future Science City, BEST's core mission is to bridge the engineering gap between experimental reactors and demonstration reactors, advancing fusion power generation from the laboratory to commercialization.
The BEST project not only carries the historic mission of achieving China's first demonstration of fusion power generation, but also represents the forefront of fusion technology engineering. Its equipment water cooling system, comprised of nine high-precision process cooling water loops and numerous utility facilities, must provide highly reliable and efficient cooling for the fusion device's power supply, wave heating system, cryogenic system, and vacuum auxiliary systems under extreme operating conditions. It must also precisely control process circulating water quality and key thermal parameters, ensuring seamless system coordination. This demands extremely high technical complexity and engineering precision. China Power No. 4 Company will fully ensure the stable and efficient operation of the BEST device and its auxiliary systems.
This collaboration is a key step in China Power No. 4's commitment to implementing the 14th Five-Year Plan's mandate to "strengthen national strategic scientific and technological capabilities and secure key core technology breakthroughs." By participating in BEST, a world-class scientific research infrastructure, China Power No. 4 not only demonstrates its leading capabilities in high-end equipment system integration but also lays a solid foundation for further integration into the global energy technology industry chain and promoting the industrialization and export of Chinese fusion technology.