Recent Advances in the Development of an Alternative Global Rare Earth Supply Chain @CISACatStanford

Uploaded April 2022 | Updated September 2026, 2 days ago

With China's rapid rise and the reemergence of Russia as a major power, the global stage is set for multipolar competition for critical metals that support a variety of advanced technologies and provide the foundation for energy transitions, communication, and a reduction in greenhouse gas emissions. While the sources of rare earth elements (REEs) are slowly expanding, the REEs are finding accelerated demand in more applications, such as in electric vehicle batteries and permanent magnet motors. Consequently, many national initiatives are designed to respond to growing demand by discovering new ore deposits, finding substitute elements for specific applications, developing separation and extraction technologies, or recycling end-of-life (EOL) products. Despite these national initiatives, the current global REE supply chain is still highly imbalanced and tightly controlled by just a few countries. Such an imbalance of the critical metals supply chain poses a significant challenge to the energy transition and national security of many countries worldwide. With an in-depth analysis, this research offers insights into the current progress in developing an alternative REE supply chain and the possibilities of future strategic, technological, and economic international engagements.

Recent Advances in the Development of an Alternative Global Rare Earth Supply Chain

$How Much is Enough to Kill a Nation? Great Power Nuclear Deterrence in a New Era of Countervalue Speaker: Jaganath Sankaran A fundamental premise of the nuclear revolution theory (TNR) is the claim of assured destruction—the ability of a state to retaliate with a nuclear second-strike that leads to the destruction of the adversary’s sociopolitical-economic-industrial infrastructure, denying it the ability to survive as a viable modern nation-state. However, as we enter an era of renewed strategic great power competition, emerging technological advances have reanimated questions about the continued relevance of TNR. Can a state employing emerging technologies significantly undermine the assured destruction capabilities of its adversary? Using insights and techniques from Self-Organized Criticality theory, Dr. Sankaran analytically reexamines and models the requirements for assured destruction. He demonstrates that the networked structure of critical infrastructures continues to make advanced industrial states extremely vulnerable to assured destruction—at a fraction of Cold War arsenal requirements. Dr. Sankaran argues that advanced industrial nation-states remain vulnerable to assured destruction retaliatory strikes.$

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