SEOUL: South Korea’s exports grew more than expected in May at the strongest annual rate in more than four decades, as chip sales hit a record on a global boom in AI investment, bolstering optimism about the trade-reliant economy and its world-beating stock market rally.
Exports from Asia’s fourth-largest economy, a bellwether for global trade, rose 53.2% from a year earlier to a record high of $87.75 billion, preliminary trade data showed on Monday, exceeding the median 48.4% increase forecast in a Reuters poll.
It was the 12th consecutive month of exports growing on a year-on-year basis and the biggest percentage rise since January 1984, bringing a record monthly trade surplus for the country.
“It is truly an unprecedented pace, raising market expectations again and again and exceeding them again and again,” said Stephen Lee, an economist at Meritz Securities in Seoul.
When the world talks about rare earths, the conversation usually centers on mines, supply chains, and geopolitics. Governments in Washington, Brussels, Canberra, and Tokyo are investing billions to reduce dependence on China for these critical minerals, which are essential for electric vehicles, wind turbines, advanced electronics, and military systems.
But while Western policymakers focus on extracting more rare earths from the ground, China has spent decades investing in something much harder to replicate: people.
In the northern Chinese city of Baotou, often called the country’s rare earth capital, a sophisticated ecosystem of universities, research institutes, laboratories, and industrial facilities has created a steady pipeline of highly specialized talent. This workforce may be China’s most durable advantage in the global competition for critical minerals.
Building a Rare Earth Talent Factory
Each year, hundreds of students enroll in specialized rare earth programs at institutions such as the Inner Mongolia University of Science and Technology. Unlike traditional mining degrees found elsewhere in the world, these programs focus specifically on the science, engineering, and processing of rare earth elements.
Graduates can move directly into nearby refining facilities, magnet manufacturing plants, or advanced research institutes. In Baotou, the distance between classroom, laboratory, and factory can be measured in kilometers rather than continents.
This tight integration between education and industry has produced a workforce capable of contributing immediately upon graduation. Industry veterans who have worked in both China and the West often note that Chinese graduates arrive with practical knowledge tailored to rare earth production, while workers elsewhere may require years of additional training.
Why Rare Earths Are So Difficult
The challenge isn’t finding rare earths. These elements are relatively abundant in the Earth’s crust.
The real difficulty lies in processing them.
Rare earth refining involves separating 17 chemically similar elements, a complex and costly process requiring advanced expertise in chemistry, metallurgy, and engineering. Producing materials such as neodymium and praseodymium—critical ingredients in high-performance magnets—requires intricate sequences of chemical treatments and separations.
Success depends not only on equipment and capital but also on decades of accumulated technical knowledge.
That expertise has become one of China’s most valuable strategic assets.
A Nationwide Research Network
China’s rare earth dominance is supported by an extensive research infrastructure.
The country hosts more than 40 dedicated rare earth laboratories and research institutes, many located near major mining regions. Universities, state-owned enterprises, and government-funded research centers collaborate closely, accelerating the transfer of new discoveries from laboratory experiments to industrial-scale production.
This model allows innovations to move rapidly through the development pipeline. Researchers develop new processing technologies, which can then be adopted by state-backed producers and scaled up for commercial use.
The result is a level of coordination that few countries have been able to match.
The West’s Lost Expertise
For much of the twentieth century, the United States and Europe led the world in rare earth processing.
That leadership gradually disappeared as environmental concerns, lower costs overseas, and shifting industrial priorities pushed much of the industry to China. As refining capacity moved abroad, educational programs and specialized expertise followed.
Today, relatively few Western universities offer dedicated rare earth programs. While institutions such as Ames National Laboratory in Iowa maintain strong research capabilities, the broader educational ecosystem remains limited compared with China’s.
The challenge is not simply building new mines or processing facilities. It is rebuilding a generation of scientists, engineers, and technicians with highly specialized skills.
That process can take decades.
The Geopolitical Stakes
Rare earths sit at the intersection of economic competitiveness and national security.
Advanced fighter aircraft, missile guidance systems, submarines, radar equipment, electric vehicles, and renewable energy technologies all depend on materials refined using rare earth processing expertise.
As tensions between China and the United States continue, Beijing’s control over more than 90% of global rare earth processing and magnet production gives it significant leverage in global supply chains.
Recent export restrictions and tighter controls on technology transfer suggest that China increasingly views rare earth expertise as a strategic resource that must be protected, much like advanced semiconductor technologies.
For policymakers in the West, this raises a difficult question: Can billions of dollars in investment recreate a talent ecosystem that China has spent decades building?
The Road Ahead
The race for rare earth independence is often portrayed as a battle over mines and factories. In reality, it is equally a competition for knowledge.
China’s dominance did not emerge overnight. It was built through long-term investment in education, research, industrial policy, and workforce development. Mines can be developed relatively quickly, and factories can be constructed within a few years. Building generations of specialists, however, requires patience and sustained commitment.
As countries seek to diversify supply chains and secure access to critical minerals, they may discover that the most valuable rare earth resource is not buried underground at all.
It is the expertise required to turn those minerals into the technologies that power the modern world.
The University of Edinburgh has licensed a gold and copper recovery process to mineral processing company Lithium Universe, enabling cleaner extraction of high‑value metals from electronic waste.
Developed by Professors Jason Love and Carole Morrison in the School of Chemistry, and commercialized with support from Edinburgh Innovations, the Gold Copper Diamide Extraction (GCDE) process uses organic compounds to selectively extract metals from discarded electronics.
Under an exclusive agreement, Lithium Universe will deploy and sub‑license the technology globally as part of its expanding precious metals recycling strategy.
E‑waste is one of the world’s fastest-growing hazardous waste streams, projected to reach around 93.5 million tonnes by 2030, but only about 20% is recycled using environmentally sound methods, the University said.
This waste is valuable, as devices and printed circuit boards are rich in gold and copper. At current prices, the gold content of one tonne of typical e‑waste is worth more than $46,000, with copper adding roughly another $2,000, it estimates.
But traditional e‑waste processing relies on furnace smelting above 1,200°C or aggressive leaching, both energy‑intensive and polluting, the University noted. Its GCDE process instead uses low‑temperature hydrometallurgy and small, reusable organic ligands to target metals in sequence, under mild conditions and avoiding cyanide, mercury and organic solvent extraction.
“Electronic waste is effectively a high‑grade ‘urban ore’. Our goal was to design chemistry that can recover those metals selectively and safely, without the energy and environmental cost of smelting,” Love said in a news release.
“The diamide behaves like a molecular magnet for gold. By following with a selective copper step, we can recover two of the most valuable metals in e‑waste with high purity and lower environmental impact.”
Lithium Universe plans to integrate GCDE into its precious metals recycling division, alongside its silver recovery technologies for end‑of‑life solar panels.
“This breakthrough from the University of Edinburgh reinforces the strategic expansion of our precious metals recycling division into high-value recovery technologies,” executive chair Iggy Tan said. By integrating selective metal recovery with sustainable processing, the company would “strengthen its competitive position in circular-economy solutions for gold, silver and copper recovery,” he added.
Bridge Green Launches Critical Mineral Recovery Plant in Chennai to Advance Battery Circularity
In a significant step toward building a circular battery economy, US-based startup Bridge Green Upcycle has inaugurated a state-of-the-art critical mineral recovery facility in Chennai, Tamil Nadu, India.
Strengthening India’s Battery Recycling Ecosystem
Located in Gummidipoondi near Chennai, the newly commissioned plant is designed to process end-of-life lithium-ion batteries as well as battery manufacturing scrap. With an annual processing capacity of 7,200 tonnes, the facility represents one of the most advanced battery recycling operations in the region.
The plant will recover a range of critical minerals, including:
Lithium
Cobalt
Nickel
Manganese
Copper
Graphite
These materials play a vital role in battery manufacturing and are essential for supporting the growing electric vehicle (EV) and energy storage industries.
Recognition Under Government Incentive Scheme
The facility has been selected under the Government of India’s Critical Mineral Recycling Incentive Scheme, highlighting its strategic importance in strengthening domestic supply chains for critical raw materials. Notably, it is the only facility in Tamil Nadu included in the first cohort of projects approved under the initiative.
Major Investment Plans Ahead
Bridge Green’s Founder and CEO announced that the company plans to invest between ₹500 crore and ₹1,000 crore over the next five years. The current plant is expected to ramp up operations and reach full processing capacity by the end of this year.
This investment underscores the company’s long-term commitment to developing a sustainable and localized critical minerals ecosystem in India.
Expanding into Refined Battery Materials
Beyond mineral recovery, Bridge Green has outlined ambitious expansion plans. The next phase of development will focus on producing refined battery-grade materials, including:
Lithium carbonate
Nickel sulfate
Manganese sulfate
Cobalt sulfate
The company is targeting commissioning of these facilities by the end of 2028. Additionally, plans are underway to establish a second-life battery plant, further extending the lifecycle of battery assets and reducing waste.
Supporting the Circular Economy
As demand for batteries continues to grow worldwide, recycling and material recovery will play an increasingly important role in reducing dependence on virgin mining and improving resource security. Facilities such as Bridge Green’s Chennai plant demonstrate how innovative recycling technologies can help create a more sustainable, resilient, and circular battery value chain.
The launch marks an important milestone not only for Bridge Green but also for India’s emerging critical minerals and battery recycling sector, positioning the country as a key player in the global energy transition.
A key differentiator for Bridge Green is its proprietary technology platform focused on both battery life extension and critical mineral extraction. By combining advanced recycling processes with second-life battery solutions, the company aims to maximize resource utilization while reducing environmental impact.
The company’s strategy extends beyond recycling alone. Bridge Green plans to serve both domestic and international markets, supplying recovered minerals and battery materials to industries including battery manufacturing, chemicals, pharmaceuticals, defence, and aerospace.
In addition to mineral recovery, the company intends to provide second-life battery systems for data centres and industrial users. These systems can repurpose batteries that are no longer suitable for electric vehicles but still retain sufficient capacity for stationary energy storage applications, further supporting circular economy objectives.
Capitalizing on Growing Demand
According to Founder and CEO demand for battery-grade materials already exists in India and is expected to grow significantly as the country’s cell manufacturing ecosystem matures. As domestic battery production expands under various government initiatives, the need for locally sourced critical minerals and refined battery salts will become increasingly important.
Bridge Green is also positioning itself to tap into international opportunities. Potential export markets include the United States, Southeast Asia, and Europe—regions that are rapidly strengthening their battery supply chains and seeking reliable sources of critical minerals.
The recently established US–India Critical Minerals Supply Chain Framework presents an additional opportunity for the company. As a US–India enterprise, Bridge Green is uniquely positioned to support cross-border collaboration in securing sustainable supplies of critical materials required for the global energy transition.
China has expanded its zero-tariff policy to include all 53 African nations with which it maintains diplomatic relations, opening new opportunities for African exports and industrial development at a time when global trade is increasingly affected by protectionist policies.
The policy took effect immediately, with a shipment of 24 tonnes of South African apples becoming the first African products to enter China under the expanded tariff-free arrangement after clearing customs in Shenzhen.
Previously, China had already eliminated tariffs on all product categories from 33 of Africa’s least-developed countries starting December 2024. The latest expansion extends similar benefits to 20 additional African economies, including Kenya, Egypt, and Nigeria. Under the arrangement, these countries will enjoy preferential zero-tariff access for an initial two-year period while China works toward establishing long-term trade agreements through the China-Africa Economic Partnership for Shared Development framework.
According to China’s Ministry of Commerce, the measure will improve the competitiveness of African exports such as cocoa from Côte d’Ivoire and Ghana, Kenyan coffee and avocados, and South African citrus fruits and wine, which previously faced tariffs ranging from 8% to 30%. The ministry also believes the initiative will encourage greater investment in Africa by attracting capital, technology, equipment, and management expertise to support local processing industries. This, in turn, is expected to create a more balanced and sustainable trade relationship between China and Africa.
The decision has been widely welcomed as a strong signal of China’s commitment to economic openness during a period when many countries are adopting more restrictive trade policies. African Union Commission Chairperson Mahmoud Ali Youssouf described the move as both timely and beneficial for Africa, noting that the continent continues to face numerous global challenges, including rising protectionism. He expressed appreciation for what he called a gesture of solidarity from China.
China remains Africa’s largest trading partner. Bilateral trade reached a record US$348 billion in 2025, with Chinese imports from Africa totaling US$123 billion, representing year-on-year growth of 5.4%.
Experts believe the impact of the policy will extend beyond trade. Scholars from institutions including Tsinghua University and University of International Business and Economics argue that tariff-free access could encourage multinational companies to establish manufacturing and processing facilities in Africa, supporting industrialization and helping the continent move beyond its traditional role as a supplier of raw materials.
The initiative also aligns with China’s broader economic strategy of expanding international openness and improving trade and investment cooperation through 2030. Analysts suggest that Chinese consumers will benefit as well, gaining access to a wider range of competitively priced African products. Businesses have already begun preparing to increase imports, including Kenyan tea processors that expect significantly lower costs under the new tariff regime.
Overall, the expanded zero-tariff policy is expected to strengthen China-Africa economic ties, boost African exports, attract investment, and support long-term industrial growth across the continent.
Pip: Welcome to the feed where ore meets amp-hours — A Blog for Browsing Mining, Mineral Processing, and Metals Info, and today we are talking batteries.
Mara: Specifically, a major development in solid-state battery technology out of China — the energy density numbers, the fast-charging claims, and what the underlying chemistry actually involves. All of it reported by Nanthakumar Victor Emmanuel, P.Eng. Let’s start with the breakthrough itself.
China’s Solid-State Battery Leap
Mara: The setup here is a familiar tension in battery research: solid-state designs promise better performance and safety than conventional liquid-electrolyte batteries, but making them practical at scale has been the hard part. Researchers from the Chinese Academy of Sciences are claiming a significant step forward.
Pip: The headline number comes straight from the study. The post quotes the team reporting “stable cycling” for 700 cycles with an 81.9 percent capacity retention — and that’s on top of an energy density of 451.5 watt-hours per kilogram, more than double what commercial lithium iron phosphate EV cells currently achieve.
Mara: What that means in practice: a battery that holds roughly twice the charge in the same weight, charges in three minutes, and still performs reliably after hundreds of cycles. For EV range, that combination would be a genuine step change.
Pip: The chemistry doing that work is a compatibilizing-solvent plasticization strategy — which sounds like something a materials scientist invented to win an argument at a conference.
Mara: It is dense, but the mechanism matters. Conventional plasticizers used in PVDF polymer electrolytes suffer from poor electrochemical stability. The new approach uses acetone as a temporary solvent to improve compatibility, then lets it evaporate during film formation, locking the plasticizers into the polymer network and creating a lithium-fluoride-rich interfacial layer that stabilizes everything.
Pip: So the upshot is: they solved a known instability problem in the electrolyte, and that’s what makes the high-density, fast-charge performance possible without the system degrading quickly.
Mara: The post is careful to note the challenges that remain. Dendrites — high-current metallic cracks that cause short circuits — are still a real concern for dense solid-state designs. The piece also flags that China’s new all-iron battery may offer a lower-cost alternative to lithium options entirely, and that nuclear batteries represent a longer-horizon possibility worth watching.
Pip: From doubling energy density to rethinking the chemistry from the ground up — the pace of movement here is hard to ignore.
Mara: The gap between lab result and production line is still wide, but the direction is clear.
Pip: Next time, we’ll see what else is moving fast — in the ground and out of it.
Researchers are continually attempting to advance the technology behind solid-state batteries, and China seems to be leading the charge. Following a breakthrough that packs more energy into the same size battery, researchers from the Chinese Academy of Sciences may have developed a powerful new solid-state battery that provides impressive energy density, can be charged ultra-fast, and overcomes common concerns with this battery type. As its name suggests, solid-state batteries leverage solid electrolytes, or materials, to conduct ions between electrodes, versus the liquid or gel polymer materials used in conventional batteries, potentially offering improved performance and safety.
The team reports a solid-state lithium-metal battery with a density of 451.5 watt-hours per kilogram, which is more than double what commercial lithium iron phosphate EV battery cells can achieve. Moreover, it maintained “stable cycling” for 700 cycles with an 81.9 percent capacity retention. In other words, it’s powerful enough to hold a significant charge, can be replenished ultra-fast in three-minute sessions, and maintains its power capacity over many cycles. According to the researchers, they achieved this with a “compatibilizing-solvent plasticization” strategy that introduces a solvent to improve compatibility between the polymer and stable plasticizers.
The researchers basically stabilized and strengthened the electrolytes
The study suggests that “conventional plasticizers” used in PVDF electrolytes — a type of polymer used in advanced batteries — has poor electrochemical instability. Using the “compatibilizing-solvent plasticization” strategy the researchers essentially create a film — a lithium-fluoride-rich interfacial layer — that keeps the plasticizers locked into the polymer network. They use a temporary volatile solvent, acetone, to boost compatibility, which evaporates during the film’s formation. This discovery could lead to more practical designs of lithium-metal batteries that exhibit the high energy density, for more power storage, and fast-charging support demonstrated in the study. That would have huge implications for EV technologies, vastly improving their overall range.
Although research has advanced in recent years — solid-state battery power banks are already here — they still pose quite a few challenges. Dense solid-state batteries are plagued by high-current metallic cracks called dendrites, which cause short circuiting or worse. So while there’s still advancements to be made with solid-state batteries, it’s easy to see that battery technology research is moving at a good pace. China’s new all-iron battery might beat lithium options at a fraction of the cost, while nuclear batteries could change everything we know about portable power, if they come to pass.
The US, Japan, Australia and India have unveiled a $20 billion framework to strengthen critical minerals supplies as Washington continues to seek ways to loosen China’s stronghold.
The four Quad partners said they intend to raise up to $20 billion in public and private sector support to boost critical minerals supply chains that includes mining, processing and recycling by identifying projects in member countries.
“Through the Quad Critical Minerals Initiative, Quad partners intend to work together to use economic policy tools and co-ordinated investment to accelerate the development of diversified and fair critical mineral markets. and support the supply of critical minerals that are crucial to our region’s economic growth and security,” the members said in a statement.e
Monday’s announcement followed US Secretary of State Marco Rubio’s visit to India, where he and Quad foreign ministers also announced initiatives to strengthen maritime and transnational security, emerging technology and humanitarian assistance.
Under the critical minerals agreement, the Quad partners said they would support strategic projects through export credit agencies, private capital, development financial institutions, and explore new ways to raise private capital in the critical minerals space.
Critical minerals are used to produce advanced technology, defence systems, electric vehicles and other technologies in the clean energy transition.
The European Union must rebalance its trade relationship with China, EU officials said Friday, as Brussels sharpens its focus on economic ties with Beijing.
The EU’s trade deficit with China reached approximately €360 billion ($418 billion) last year, increasing pressure within the bloc to address the growing imbalance.
EU officials emphasized that while openness to trade remains a core European value, there is a clear need to create a fairer and more balanced trading relationship with China.
The European Commission is expected to hold discussions next week on how the 27-member bloc should approach China to ensure more equal trade conditions. A potential visit by China’s commerce minister to Brussels later next month is also being considered.
European leaders are set to further discuss EU-China trade relations during a summit in Brussels on June 18 and 19.
Trade ministers meeting in Brussels highlighted the importance of maintaining strong economic ties with China, while also stressing the need to reduce strategic dependencies and strengthen Europe’s economic resilience.
Particular concern has centered on rare earth minerals after China imposed export restrictions last year, exposing Europe’s heavy reliance on Chinese supplies. China remains the world’s leading producer of rare earth elements.
In response to ongoing trade tensions, the EU has introduced measures aimed at protecting its market from what it considers unfair Chinese competition, including additional levies on small parcels imported from China.
Critical Metals said it has signed a 15-year binding offtake agreement with REalloys for rare earth concentrate from its Tanbreez project in Greenland.
Under the agreement, REalloys will buy 15% of annual rare earth concentrate production from the project, which is one of the world’s largest known heavy rare earth deposits.
• The agreement formalizes and expands on a non-binding deal signed by the companies last October.
• It also follows Greenland’s approval in April for Critical Metals to increase its ownership in the project to 92.5%.
• Critical Metals said the deal strengthens the commercial outlook for the Tanbreez project as it moves toward production.
• REalloys will receive priority rights to concentrate containing higher levels of the critical heavy rare earth elements, dysprosium and terbium, along with a right of first refusal over additional volumes.
• Deliveries will be made from the Tanbreez port in southern Greenland, with pricing linked to international rare earth oxide benchmarks.
• United States and its allies have stepped up efforts to secure supplies of critical minerals outside China, which dominates much of the global rare earth processing industry.
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