HomeEverythingEducationTV
Equities & FundsCrypto & Digital AssetsAI & TechnologyBusiness & CorporateUS Politics & PolicyGeopolitics & Global RiskMacro, Rates & FXCommodities & EnergyEuropean Politics & MarketsAsia-PacificReal Estate & Property
Story archiveAll categories
← All Stories

US Scientists Develop Seawater Extraction Tech to Counter China's Rare Earth Monopoly

Created at 18 Jul · 6:06 PM1 source↑ Market-relevant
IN SHORT

U.S. scientists have developed a new co-flow reactor technology capable of extracting high-purity magnesium hydroxide from seawater. This innovation aims to reduce reliance on China's dominant rare earth mineral supply chains and could be scaled to extract other critical minerals like nickel.

✉Newsletter

PiQ Daily

Pick your topics. Get only what matters, on your cadence.

Key Numbers

85-95 percentChina's share of global refined rare earth minerals
85-90 percentChina's share of global rare earth mine-to-metal refining
68 percentChina's share of global cobalt production
65 percentChina's share of global nickel production
60 percentChina's share of EV-battery-grade lithium production
0.1 percentConcentration of critical minerals in seawater
50,000 yearsPotential duration of seawater mineral supply
1.16 million poundsPotential daily magnesium hydroxide production at Carlsbad facility
524,000 kilogramsPotential daily magnesium hydroxide production at Carlsbad facility

Who's Involved

China
Dominant global supplier of critical minerals
United States
Seeking to diversify critical mineral supply chains
Pacific Northwest National Laboratory (PNNL)
Developed new seawater extraction technology
Jessica Cross
Chemical oceanographer at PNNL
Chinmayee Subban
Chemist at PNNL
António Guterres
UN Secretary-General
US Scientists Develop Seawater Extraction Tech to Counter China's Rare Earth Monopoly

↳ Why This Matters

This technological advancement could significantly disrupt global critical mineral markets, reducing geopolitical leverage for countries like China and bolstering the United States' capacity for clean energy manufacturing and national security.

Key facts

  • China controls 85-95% of the world's refined rare earth minerals and 85-90% of mine-to-metal refining.
  • Chinese refineries produce 68% of cobalt, 65% of nickel, and 60% of EV-battery-grade lithium.
  • Global demand for critical minerals is expected to double or quadruple by 2040.
  • A new co-flow reactor developed by PNNL can extract magnesium hydroxide from seawater.
  • Seawater contains enough critical minerals to meet humanity's needs for over 50,000 years.
  • Integrating the technology at California's Carlsbad desalination facility could yield over 1.16 million pounds of magnesium hydroxide daily.

The global race for critical minerals, essential for clean energy and technology sectors, is intensifying, with China holding a significant monopoly over supply chains. China currently refines 85-95% of the world's rare earth minerals and controls a substantial portion of global cobalt, nickel, and lithium production. This concentration poses a risk to global energy security, as any restriction on access or price hikes could disrupt industries and slow climate change efforts.

Demand for these minerals is projected to at least double, and potentially quadruple, by 2040, largely driven by the electric vehicle and battery storage markets. The International Energy Agency highlights that a world powered by renewables is a world hungry for critical minerals.

In response to this challenge, U.S. scientists at the Pacific Northwest National Laboratory (PNNL) have developed a novel co-flow reactor technology designed to extract high-purity magnesium hydroxide from seawater. This breakthrough could help the United States level the playing field in critical mineral supply. The technology has the potential to be expanded to extract other vital minerals, such as nickel.

Seawater is a vast reservoir of critical minerals, with even a small fraction containing enough to meet humanity's needs for tens of thousands of years. The PNNL reactor works by cycling seawater and sodium hydroxide, which react to form magnesium hydroxide. This compound is already in high demand domestically and largely imported. Analysis suggests that integrating this technology with existing desalination facilities, like the Carlsbad facility in California, could produce over 1.16 million pounds of magnesium hydroxide daily, more than tripling current U.S. daily usage from a single plant.

Chemists at PNNL emphasize the scalability of the technology, noting that seawater's consistent chemical composition worldwide allows for a single developed technology to be deployed globally. This could not only meet domestic demand but also open up future export opportunities.

Frequently asked questions

China supplies 85-95% of refined rare earth minerals and controls 85-90% of the mine-to-metal refining process. It also produces 68% of cobalt, 65% of nickel, and 60% of EV-battery-grade lithium.

The International Energy Agency projects that global demand for critical minerals by the clean energy industry will at least double, and possibly quadruple, by 2040.

PNNL developed a co-flow reactor that extracts high-purity magnesium hydroxide from seawater by cycling seawater and sodium hydroxide together.

Analysis suggests that installing the technology at California's Carlsbad desalination facility could produce over 1.16 million pounds (524,000 kilograms) of magnesium hydroxide daily.

What Happens Next

01Further development and scaling of the co-flow reactor technology.
02Exploration of extracting other critical minerals, such as nickel, from seawater.
03Potential integration of the technology with desalination plants for commercial production.
04Assessment of export opportunities for extracted minerals.

Get the newsletter.

Pick the topics you actually care about. We'll email when there's news worth your time, on the cadence you choose. Cancel any time from your account.

Cadence
CME Headlines
  • Live Cattle futures fell to mark fourth weekly loss.
    17 Jul · 8:22 PM
  • Live Cattle futures fell to mark fourth weekly loss.
    17 Jul · 8:22 PM
  • Wheat futures rallied 45.5 cents amid new soybean flash sales.
    17 Jul · 8:22 PM

How It Developed

China dominates global supply chains for critical minerals like rare earths, cobalt, nickel, and lithium.
Global demand for critical minerals is projected to at least double by 2040, driven by clean energy technologies.
U.S. scientists at Pacific Northwest National Laboratory (PNNL) developed a co-flow reactor to extract minerals from seawater.
The technology can extract high-purity magnesium hydroxide from seawater.
Future applications of the technology could include extracting nickel and other critical minerals.
Seawater contains abundant critical minerals that could meet humanity's needs for millennia.
The PNNL technology could be integrated with desalination plants to produce significant quantities of magnesium hydroxide.
The technology is highly scalable due to the consistent chemical composition of seawater globally.

Sources

T1
U.S. Scientists Tap Seawater to Break China's Rare Earth MonopolyOilPrice.com

Related Stories

China to Reinstate Battery Tax as Support Shifts to Next-Generation Technologies
17 Jul · 8:41 PM
Kawasaki Heavy proposes naphtha production from hydrogen amid Hormuz disruption
17 Jul · 10:00 PM
China's share of global wind turbine market reaches nearly 80%
18 Jul · 5:31 PM
Asia's AI boom is powered by coal, raising environmental concerns
18 Jul · 12:06 AM
New Jersey Embraces Small Nuclear Reactors for Energy Needs
17 Jul · 10:21 PM