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hatmatrix | 4 months ago

Do we have enough rare earth metals to provide storage for the AI boom?

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Mashimo|4 months ago

As far as I know most rare earth metals are in fact not that rare. But refinement is concentrated in China.

jpitz|4 months ago

The question is, do we have enough capacity to mine and refine them at a reasonable price? They're there, in the dirt for the taking.

jandrese|4 months ago

We used to have several companies in the US that mined and refined the materials. They shut down because they couldn't compete with China, but if supply became constrained over a long period of time they could restart operations.

It's one reason the Chinese threats of cutting off rare earths is not quite as scary as the media makes it out to be. They can't do it for too long before alternatives get spun up and they lose their leverage entirely.

asdff|4 months ago

Future generations will blame us for damning them out of rare earths to build yet another cellphone. This is like us today with severely diminished whale populations just so Victorians could read the bible for another 2 hours a night. Was it worth it? Most would say no, save for the people who made a fortune off of it I'm sure.