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0 pointscyber_kinetist18d ago0 comments

The problem with the EU is that now they depend on rare earth minerals / solar panels / etc. for their infrastructure, which means more dependency on China. However, as the war unfolds, I bet the EU will certainly want to cozy up more with China than whatever the hell that is the Middle East and the US (and hell no they don't want to depend on Russia either!)

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eigenspace17d ago

While depending on China for Solar panels is of course a liability, it's a very very different liability from relying on fossil fuel imports.

A solar panel has an effective lifetime of 20-30 years. A barrel of oil is literally set on fire.

If China stopped selling solar panels, there wouldnt be any energy crisis, just an inability to install *new* panels.

Same goes for the battery dependencies we have on Chinese imports.

Not a perfect situation of course, but there are some clever things the EU is doing about it. For instance, the recycling requirements is creating a local industry of people who intimately know all the components and construction of Chinese panels and batteries, and these people will be vital in kickstarting the domestic industry if China tries something. It also means that we're getting better and better at recovering rare earth minerals from decommissioned products, and we are building domestic reserves.

dzink18d ago

Rare earth minerals are often all over the place, they are just very messy to get to and that gets in the way of EU pollution regulations. China is not a sole producer - they are just cheap enough to make mining elsewhere not worth the hassle. That will change fast if they bottleneck the supply.

magicalhippo17d ago

There's a big find in Norway, largest in Europa according to new estimates[1].

The updated estimate shows that the total rare earth oxide (TREO) content in the mapped resources (Indicated and Inferred) has increased from 8.8 million tonnes in 2024 to 15.9 million tonnes in 2026 – an increase of approximately 80 percent. For the first time, parts of the resource are also classified in the Indicated category, reflecting a higher degree of geological confidence

The WSP report further shows that the proportion of neodymium and praseodymium (NdPr) can be increased from approximately 17 to 19 percent of TREO. These REEs are regarded by the European Commission as the most critical raw materials in terms of supply risk and are important in the manufacturing of permanent magnets for EVs, green energy and defence.

There's no mine there yet though, and they haven't yet determined if it's economically viable. So yeah.

[1]: https://kommunikasjon.ntb.no/pressemelding/18817358/rare-ear...

danaris18d ago

And once enough panels start nearing the end of their lifetime, it's likely that we should be able to recover nearly all the rare earth minerals from them with proper recycling. They don't actually get used up the way, say, fossil fuels do.

roryirvine18d ago

Solar panels contain negligible amounts of rare earths, compared to the amount used in wind / gas / steam turbines. They're also still used in oil & natural gas refining (though less than in the past).

Fossil fuel generators are most reliant on them, wind less so, solar barely at all.

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Bombthecat17d ago

Solar panels hold and work for more then fifty years..

Balinares17d ago

Rare earth minerals are not consumed in the process of generating solar energy, whereas once you've burned your oil to generate energy, it's gone and you need to buy more. That makes a pretty damn major difference.

Hikikomori18d ago

China is looking pretty good compared to the alternative.

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