News on China's scientific and technological development.

[PopularScience]

High Cost however is not a valid defence in such charged geopolitical environment. Specially when rare earths themselves are a pretty small commodity by value. Even paying 5x the cost for heavy rare earth elements wouldn't be too bad.

Think of it like this, would China have cared if it had a EUV machine at 5x the cost of western one?

Unless the price is in multiple hundreds of extra billions, it wouldn't matter.

Very high cost

 

[ansy1968]

Very high cost

And Quality

China is the leader in high-quality dysprosium, dominating global production and reserves due to its rich ion-adsorption clay deposits. While other countries like Australia, Myanmar, and the United States have production or reserves, none come close to China's market share.

 

[PopularScience]

And Quality

China is the leader in high-quality dysprosium, dominating global production and reserves due to its rich ion-adsorption clay deposits. While other countries like Australia, Myanmar, and the United States have production or reserves, none come close to China's market share.

wellcome back bro. The keywords are `rich ion-adsorption clay deposits`

 

[tamsen_ikard]

Can someone more knowledgeable tell me how big a deal this is?

Lynas is claiming producing dysprosium, one of the most in-demand heavy rare earth, by sourcing metal from australian mines. I used to think China had complete monopoly on dysprosium.

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Rare earth is not rare. Its just was not expensive enough or urgent enough that other countries wanted to produce it. Now that rare earth is strategic and important for the west, cost will not matter. Other poorer countries with lower labor and energy cost will start producing rare earth with western technology. There is enough machinery and other equipment in the west to refine rare earth. They just lack the cost advantage.

As I said before, China has used the right time to fire the rare earth gun. Cause they will not have it in a few years as other poorer countries will take the opportunity to start producing and refining rare earth. its happening for sure. Even if they are not as good or efficient as China, it won't really matter cause cost doesn't matter for strategic materials.

 

[ansy1968]

wellcome back bro. The keywords are `rich ion-adsorption clay deposits`

Thank you, bro remember our old conversation about the official unveiling of SSA800A, My prediction is that will happen on Oct 1 national day, OK , I'm wrong BUT I think it's due to geopolitical circumstance where China seems want to give Trump the space for negotiation, Now the patience had run it's course and China will retaliate with a Thousand cuts, one of those is the rumored Oct 15 announcement.

And I will predict that not only the SSA800A (Shanghai) will be unveil BUT also a SSA900A in Shenzhen.

 

[vincent]

Can someone more knowledgeable tell me how big a deal this is?

Lynas is claiming producing dysprosium, one of the most in-demand heavy rare earth, by sourcing metal from australian mines. I used to think China had complete monopoly on dysprosium.

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Are they using Chinese technologies? If so, providing the end products to military is banned.

 

[tonyget]

It seems like the West is very depended on Chinese rare earth process equipments

 

[sdkan]

Rare earth is not rare. Its just was not expensive enough or urgent enough that other countries wanted to produce it. Now that rare earth is strategic and important for the west, cost will not matter. Other poorer countries with lower labor and energy cost will start producing rare earth with western technology. There is enough machinery and other equipment in the west to refine rare earth. They just lack the cost advantage.

As I said before, China has used the right time to fire the rare earth gun. Cause they will not have it in a few years as other poorer countries will take the opportunity to start producing and refining rare earth. its happening for sure. Even if they are not as good or efficient as China, it won't really matter cause cost doesn't matter for strategic materials.

The Japanese have been striving for over a decade, but the situation remains unchanged.

Westerners cannot expect to solve the problem in just a few years.

 

[tphuang]

Are BYD and CATL doing what the CAS scientists have been doing? I see no harm in getting an opinion from a source that is more knowledgeable than most people here.

If you disagree with ChatGPT, feel free to give your own analysis.

This should be something posted in the NEV thread.

BYD has been testing full SSB for a while now and expect a EV to use it by late next year at the earliest. This has been talked about in many posts on that thread. It just boggles my mind that people think CAS has the lead in this.

 

[broadsword]

This should be something posted in the NEV thread.

BYD has been testing full SSB for a while now and expect a EV to use it by late next year at the earliest. This has been talked about in many posts on that thread. It just boggles my mind that people think CAS has the lead in this.

The post I quoted was in this thread.

Is BYD's SSB technology the be all and end all? Why is lithium battery technology still continuously evolving? SSB has not even started mass production yet.

Incredible that you seem to think BYD has got it sewn up.