“The new battlefield for the sovereignty of artificial intelligence: 3 things that must be known about trade in rare ground minerals

• Rare Earth metals are the lifeline for developing artificial intelligence technology.

• However, the market is highly concentrated.

• The demand for missiles on the main minerals can lead to high prices.

The artificial intelligence race is a great stampede for physical resources because it is a competition to increase computing capabilities.

The artificial intelligence boom has fueled an increase in demand Rare land mineralsThe main components of the heart and hardware technology, but the global market of these materials is very complicated and easily disrupted.

“These rare and very focused inputs are very vulnerable to turmoil, making it the new battlefield of artificial intelligence sovereignty,” Barclays analysts said in a report published on Friday.

In a detailed analysis, the bank specifies the extent of the rare land trade, which implicitly means Country consequences for prices And technological progress

These elements, unique for their magnetic qualities, are the lifestyle of semiconductor technology and data center technology. However, critical minerals such as copper, lithium, aluminum, nickel and cobalt are controlled by a few players in the market.

Here are three things that must be known about the market for minerals that make the mutation of artificial intelligence possible.

There is no disagreement that the rare land market is deeply concentrated.

At the center of China, which gives it its dominance in both mining and processing “near monopoly”.

The bank wrote: “China promotes as a leading global resource for refined minerals, as it provides approximately 80 % of manufactured cobalt, 65 % of refined lithium, 44 % of refined copper and 27 % of refined nickels.” “In general, it is the orders of approximately 50 % of the global refined metal market.”

Beijing is well aware of its influence in this field. After President Donald Trump launched a very declining tariff last month, China returned to the return of export controls on rare ground minerals.

According to Center for Strategic and International Studies, United States Especially vulnerable to rare ground pressure. Currently, there is no heavy rare ground separation that occurs in the United States. Loss of access to these materials It has effects on everything from chips to defense manufacturing.

However, there may be a breathing room on the road. China may hold the crown when it comes to refined minerals and magnetic minerals, but other countries are developing foothold in non -equipped mineral trade.

Chile, the Democratic Republic of the Congo, and Guinea are among the main producers, each dominating a specific ore. These countries focus on improved mining capabilities, and aluminum exports in Guinea have grown twelve times since 2010.