China banned sale of these minerals to the U.S. It matters to all of us

China banned sale of these minerals to the U.S. It matters to all of us

The ban will challenge many semiconductor manufacturers in the coming months. After two years of flat consumer demand, exacerbated by the global semiconductor shortage, many companies are predicted to struggle to stay afloat. Access to critical raw materials like gallium, germanium, and antimony is becoming increasingly important due to the heightened demand for electronics due to AI.

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New US-Ukraine partnership proposal from influential senators is a recipe for World War III

Atlantic Council resident fellow Andrew D’Anieri describes a new potential U.S.-Ukraine partnership

New US-Ukraine partnership proposal from influential senators is a recipe for bipartisan success

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Washington wants Ukraine’s resources – US Senator

“According to open-source data, the total value of Ukraine’s former mineral resource base is estimated at almost $14.8 trillion, but $7.3 trillion of this is now in the Luhansk and Donetsk People’s Republics. That means almost half of the former Ukraine’s national wealth is in Donbass!” Medvedev explained in a lengthy Telegram post.

“To get access to the coveted minerals, the Western parasites shamelessly demand that their wards wage war to the last Ukrainian. They are already directly voicing such intent without hesitation,” Russia’s former leader added.

WikiSpooks: Atlantic Council

The future of critical raw materials: How Ukraine plays a strategic role in global supply chains

Ukraine is a key potential supplier of rare earth metals, including titanium, lithium, beryllium, manganese, gallium, uranium, zirconium, graphite, apatite, fluorite, and nickel. Despite the war, Ukraine holds the largest titanium reserves in Europe (7% of the world’s reserves). It is one of the few countries that mine titanium ores, crucial for the aerospace, medical, automotive and marine industries.

Before February 2022, Ukraine was a key titanium supplier for the military sector. It also has one of Europe’s largest confirmed lithium reserves (estimated at 500,000 tons), vital for batteries, ceramics, and glass. Ukraine is the world’s 5th largest gallium producer, essential for semiconductors and LEDs, and has been a major producer of neon gas, supplying 90% of the highly purified, semiconductor-grade neon for the US chip industry.

The future of critical raw materials: How Ukraine plays a strategic role in global supply chains

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The future of critical raw materials: How Ukraine plays a strategic role in global supply chains

Ukraine is a key potential supplier of rare earth metals, including titanium, lithium, beryllium, manganese, gallium, uranium, zirconium, graphite, apatite, fluorite, and nickel. Despite the war, Ukraine holds the largest titanium reserves in Europe (7% of the world’s reserves). It is one of the few countries that mine titanium ores, crucial for the aerospace, medical, automotive and marine industries.

Before February 2022, Ukraine was a key titanium supplier for the military sector. It also has one of Europe’s largest confirmed lithium reserves (estimated at 500,000 tons), vital for batteries, ceramics, and glass. Ukraine is the world’s 5th largest gallium producer, essential for semiconductors and LEDs, and has been a major producer of neon gas, supplying 90% of the highly purified, semiconductor-grade neon for the US chip industry.

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Ukraine is rebuilding the global titanium market

The Battle for Ukraine’s Titanium

US tightens rules on AI chip sales to China in blow to Nvidia

US tightens rules on AI chip sales to China in blow to Nvidia

Nvidia chief executive Jensen Huang told the Financial Times earlier this year that the 2022 controls had left the Silicon Valley company with its “hands tied behind our back” by barring sales of its most advanced chips to China. He has said further restrictions could seriously harm US chipmakers by eating into their ability to finance investment.

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Updated US export controls could cover ASML’s workhorse machine, dealing China’s chip ambitions a heavy blow

China ups export curbs on key EV battery component, safeguarding graphite amid US tensions