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‘New battlefields for the advantage of AI:’ 3 things to know about trading in rare ground minerals


Employees, Lianyunggg, Jiangsu province, on October 31, 2010, in a port of October 31, 2010, carried out soil elements with rare land elements. Figure 31 October 2010. Reuters / Stringer
Workers’ vehicles with rare land elements for export in a port in LianyungangReuters
  • Rare land metals are the life of AI Tech development.

  • Again, the market was very concentrated, Barclays were found

  • Key minerals can lead to increasing prices for missile demand.

Artificial Intelligence Race is a multi-cluster for physical resources because it is a competition to increase computing capabilities.

AI Boom caused a fresh increase in demand Rare land mineralsHeart AI technology and key components in the device, but the global market for these materials is highly complex and easily broken.

“These scarce, high concentrate entrances, made them a new combat courts for the EU Germany, a report broadcast on Friday.

In a detailed analysis, how was the bank not only how uneven land trade was uneven Serious results for prices and technological development

These elements are semiconducting and information center technology for their magnetic qualities. Critical metals like copper, lithium, aluminum, nickel and cobalt are only a few market players.

Here are three things to know about the market of the AI ​​boom possible.

No arguing that the rare land market is deeply concentrated.

The dominance of both mining and processing in the center provides him to “near the monopoly.”

“China differs from 80% to 80% of the processed cobalt, about 80% of the cleaned lithium, 44% of the cleaned copper and the delicate minerals of delicate nickel,” said global supplier of delicate minerals. “In general, this gives you about 50% of the global mineral market.”

Graph of China's advantages of critical metals
Barclays Research

Beijing knows his arm well in this place. President Donald Trump, after opening upright tariffs last month, China returned to rare land metals with export controls.

According to Center for Strategic and International Studies, USA especially sensitive to squeeze a rare place. There is currently there no rare place in the United States. Losing access to these materials There is an effect for everything from chip production to the production of protection.

Again, there may be a breathtaking room from the road. As for chilling of chilling, but due to magnetic minerals, other countries can carry a crown while developing a support in the trade trade trade.

Chile, Democratic Republic of Congo and Guinea, each is among the leading manufacturers of a certain ore dominated. These countries focus on developed mining opportunities and the export of Aluminum in Guinea has been twelve since 2010.



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