Vietnam's Challenge To China's Dominance Of Global Rare Earths Supply - Part 3/3 | Power Scramble

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  • čas přidán 24. 06. 2024
  • Gallium is a critical metal to develop green technologies like electric vehicles and solar panels. Yet, one country supplies over 90% of this critical resource - China. So, when China began to restrict exports of gallium, it sparks a global scramble to find alternative sources.
    Gallium is usually extracted from bauxite. This leads our host Kartik Kuna to travel to China’s southern neighbour, Vietnam. Vietnam holds one of world’s largest reserves of bauxite. Yet Kartik realises that having bauxite in the ground, doesn’t automatically translate into gallium riches. Wrapped up in this global pursuit for gallium are complications that could even impact your cup of coffee!
    WATCH MORE Power Scramble
    Part 1: • Can Anyone Challenge C...
    Part 2: • From Malaysia To Myanm...
    00:00 Introduction
    01:49 Gallium, a critical metal for electronics
    06:44 Extracting aluminum and gallium from bauxite ore
    10:14 Vietnam's requirements to restore land after mining
    15:01 Impact of mining on surrounding communities
    21:34 Opportunities for workers moving to Nhan Co
    28:08 Is the cost of extracting gallium worth the benefit?
    36:42 Competing land uses in densely-populated Vietnam
    39:59 Industrial bauxite mining hurting coffee farmers
    ======
    About the show: There is tension between China and the West - over critical metals. These metals are essential for high tech applications, as well as a carbon-free future. Just why is the fight heating up?
    =========
    #CNAInsider #PowerScrambleCNA #China #Vietnam #Mining #Gallium
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    Website: cna.asia/cnainsider

Komentáře • 158

  • @AnAverageChinese
    @AnAverageChinese Před 7 měsíci +46

    Most of Rare Earths are not "rare". They are just too hard too costly to extract.
    Most of the time, they are just a by-product of other industries. If you just extract rare earths specifically, it will be too expensive.
    Such as Gallium, it's a by-product of aluminum. If you don't have an aluminum industry, then you can't produce Gallium in cheap price. So if you want Gallium, then you have to develop a whole aluminum industry! This is a huge industry! You have to build a million tons of aluminum industry for some kilogram of Gallium! China produced over a half of aluminum on earth in 2022! That's why it's hard to challenge the Dominance.

    • @MarktYertd
      @MarktYertd Před 7 měsíci +3

      no

    • @ze9947
      @ze9947 Před 7 měsíci +7

      To add one point, the basis of industrialization requires strong power engineering. Vietnam must first establish a new power system. Now Vietnam still imports large amounts of Chinese power every year.

    • @phongtran-ih2fy
      @phongtran-ih2fy Před 7 měsíci +2

      Việt nam có 22 triệu tấn đất hiếm đa số nó nằm ở phía Bắc ước tính số lượng lớn hơn nhiều

    • @vanphan9318
      @vanphan9318 Před 7 měsíci

      ​@@ze9947nhập điện lớn từ trung quốc ?. Nói dối vừa thôi mày!. Đúng là việt nam có nhập một ít điện ở miền bắc, nhưng nói nhiều là mày nói dối và nói điếm.😂

    • @oakspines7171
      @oakspines7171 Před 6 měsíci

      The beauxite ore here in Dak Nong is on open ground, a God given gift to Vietnam if they know how to properly manage the produciton of this.

  • @luckylife116
    @luckylife116 Před 7 měsíci +14

    I love how Vietnam also join the world's new Economic trend

  • @Charles-qe7kc
    @Charles-qe7kc Před 7 měsíci +35

    China really does not care about that dominance. These are resources that are gonna be needed in the future and there's no point in exporting them to countries which then impose sanctions on your finished products. So let them extract and refine it themselves.

    • @Pein061
      @Pein061 Před 7 měsíci +4

      With more than 1 billion mounth to feed, by the time they find another new meterials your rare earth is no rare anymore 😂. So yeah keep saying that to yourself 😂

    • @Charles-qe7kc
      @Charles-qe7kc Před 7 měsíci +8

      @@Pein061 What are you talking about? I've explained to you that they do this while being fully aware that these rare earths can be extracted elsewhere. But the logic of selling raw materials to countries who then sanction you is unbelievable. Not exporting raw materials will not destroy the chinese economy. I really can't see the link with the need to feed 1 billion mouth.

    • @Pein061
      @Pein061 Před 7 měsíci

      @@Charles-qe7kc the whole shitshow here is china and chineses trying to make executable, 10 years ago when china domminated rare earth supply i also have heard such statements like you but with china will block ban etch rare earths to any hostile countries, yet here we are. CHINA is not special anymore, including in rare earth

    • @ben_castle
      @ben_castle Před 7 měsíci +1

      Problem is China limits exporting rare materials to countries that China doesn’t like, take Japan as an example. Japan was scrambling when China limited exporting them to Japan when Japan protested china’s violations of Japan water.

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci +1

      @@Pein061 so naive. Western media and politicians often mislead people with the term “rare earth” as if the elements/soils are truly rare. No they are not. The byproducts of the elements are the called rare earth. In fact the heart of the rare earth lies at the processing techniques and technology. However, the process of purification requires water and produces pollution. That’s why the west doesn’t want to do it but all ships to China. China has to sacrifice the environment for processing rare earth. For this, the world owes China a huge thanks 🙏

  • @Wunderpus-photogenicus
    @Wunderpus-photogenicus Před 7 měsíci +5

    All we can say is "Good luck".

  • @budisuwandhi6818
    @budisuwandhi6818 Před 7 měsíci +14

    It is not rare earth materials that matter , it processing to purify rare earth that matter .

    • @LH1xx
      @LH1xx Před 7 měsíci

      Those people know nothing.

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci +1

      Exactly.! Western media and politicians often mislead people with the term “rare earth” as if they are truly rare, but in fact it’s the heart of the rare earth lies at the processing techniques and technology. However the process of purification requires water and produces pollution. That’s why the west doesn’t want to do it but all ships to China. China has to sacrifice the environment for processing rare earth. For this, the world owes China a huge thanks 🙏

  • @WellSalt-Studio
    @WellSalt-Studio Před 7 měsíci +20

    “Mineral Deposits Could Challenge China's Rare Earths Dominance”? This title seems very ignorant. China’s technological and supporting advantages in the entire rare earth industry chain are its core competitiveness.
    China is the only country in the world with a full industrial chain. Its gross industrial output value RANKS FIRST IN THE WORLD, reaching US$13.99 trillion, WHICH IS GREATER THAN THE COMBINED VALUE OF THE REMAINING TOP 10 COUNTRIES (2-10)of US$11.99 trillion, exceeded the part is US$2 trillion dollars.
    2. The United States ranked second with $2.85 trillion,
    3. Japan ranked third with $1.92 trillion,
    4. Germany ranked fourth with $1.68 trillion,
    5. South Korea ranked fifth with $1.43 trillion,
    6. INDIA ranked sixth with $1.08 trillion,
    7. the UK ranked seventh with $0.94 trillion,
    8. France ranked eighth with $0.89 trillion,
    9. Italy ranked ninth with $0.65 trillion,
    10. Brazil ranked tenth with $0.55 trillion.

    • @Albion80s
      @Albion80s Před 7 měsíci +2

      Thank you for contributing this data to illustrate how huge is HUGE.

    • @rock3times
      @rock3times Před 7 měsíci

      Hogwash... China is willing to pollute her own soil by digging their ground. And then sell them at the cheapest ..
      The West which has land and soil can outdo China just by bulldozing the whole countries and suck up the toxics.
      Not in my backyard.. is the West modus operandi, so they are willing to buy from China..
      Now that China employ rare earth as weapon will stimulate the West to correct their attitudes..
      It is a matter of attitudes, not natural rich nor technologies.. 😊😊😊😊

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci

      Totally agree

  • @greentraveler4114
    @greentraveler4114 Před 7 měsíci +14

    It's USA banned American companies from selling tech products to China, then Russia, Iran, Cuba, North Korea. We should seek alternatives to American and its allies tech imperialism, if they shut down Google, Microsoft, Apple, Facebook, Oracle etc service to anyone who didn't follow their rules, it could happen to anyone. We should derisk from American tech monopoly.

    • @oceanwave4502
      @oceanwave4502 Před 7 měsíci

      China is creating alternatives to western products/services, for the Global South. For example, new Internet protocol (you heard it right!), 5G network, soon satellite communication like StarLink, even Cloud Computing (Huawei, Tencent, Alibaba...). Beidou system is now more popular in the world (the Global South), compared to GPS.

    • @ben_castle
      @ben_castle Před 7 měsíci +1

      Most of the products you’re using are intellectual properties of the USA. This CZcams is an example. Ask yourself why no Facebook and Google in china.

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci +1

      Yup. That’s what China has been doing for more than a decade by de-risking from America social media technology monopoly such as facebook you tube, google. To be clear, China didn’t purposely ban them , but those arrogant companies from America didn’t want to abide China’s law and voluntarily withdrew from China. Those American social media tech companies at first thought that China would regret for their exit and abandonment of China. However 6 or 7 years ago so many people realized that China did do the right thing. So many people Thank god a million times for American social media tech companies to leave China 🇨🇳 back then. Their absence from China actually makes Chinese society better and allows China rooms for growing home grown social media tech companies such WeChat, Bytedance(Douyin)/Tiktok, Alibaba, etc. And Chinese social media tech companies make things better by revolutionizing the cash payment system into digital/mobile payments 10 years ago. Recently the world Thanks god a million more times for the important existence of TikTok letting the world know the truth what happens in Gaza. That piece of important information is always controlled and manipulated by Israel and he west.

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci +1

      @@ben_castle Because Facebook and CZcams voluntarily withdrew from China more than a decade ago when they didn’t want to abide by China’s laws. As simple as that. China didn’t ban them. It’s just that they don’t want to stay in China.

  • @arcencielc2065
    @arcencielc2065 Před 7 měsíci +6

    As usual, I really enjoy watching CNA Insider. This is another excellent program. Great job! Thank you. Way to go!

    • @kartikkuna
      @kartikkuna Před 6 měsíci

      Glad you liked it! Thank you 😊

  • @louistan7560
    @louistan7560 Před 7 měsíci +5

    "Could," "might," and "should" are all meaningless words.

  • @SoulEscalator
    @SoulEscalator Před 7 měsíci +2

    High quality investigation. Keep up the good work.

  • @masterpou7244
    @masterpou7244 Před 7 měsíci +4

    Great channel...learn alot watching your videos...keep up the great work..👍😎

  • @oakspines7171
    @oakspines7171 Před 6 měsíci +2

    If the government is smart enough and cares about the people, it can develop other sustainable industries or agricultural values for the areas. That way, when the factories complete their mission and shut down, life still go on for these people. Vietnam is known to have plentiful valuable resources, from coals to many rare raw ,materials, all easily accessible on top of the ground.

  • @EcoFustionTV
    @EcoFustionTV Před 7 měsíci +5

    so this is why usa visited vietnam

    • @sontung0088
      @sontung0088 Před 6 měsíci

      Họ muốn bao vây Trung Quốc,bằng cách lôi kéo các nước xung quanh đứng về phía mình 😊

  • @stokeynathu8112
    @stokeynathu8112 Před 7 měsíci +2

    glad to see vietnam will soon export rare earth

    • @LH1xx
      @LH1xx Před 7 měsíci +4

      So many countries have rare earths, but countries like Vietnam don't have the technology to refine them, only China has that kind of technology, you only have rare earths doesn't mean anything.

    • @nocancelcultureaccepted9316
      @nocancelcultureaccepted9316 Před 6 měsíci +1

      Ability to extract and export rare earth or not, Vietnam will still remain a third world slum country because of the corrupt mindset passed down. When the country is managed by the uneducated, unskilled government leadership, the country will remain broken and a third world slum. A good example is Venezuela, a country with one of the largest oil reserves.

  • @user-iu1hw7bx5m
    @user-iu1hw7bx5m Před 6 měsíci

    What are the companies that process gallium, or is this only done by Chinese state companies?

  • @mikezhang2351
    @mikezhang2351 Před 7 měsíci +3

    no one can challenge china.😂❤

    • @user-xx8mi9rz5o
      @user-xx8mi9rz5o Před 7 měsíci

      Trung Quốc là số một thế giới về việc ăn ở bấn và hàng nhái giá rẻ, họ luôn nghĩ nhà mình giàu mà không biết họ chỉ hơn triều tiên 😅😅

  • @echongkan01
    @echongkan01 Před 7 měsíci +1

    put it on the Mcbook! ( the gallium ) -- I could also hear the main root of that porr tree being crushed against the ground. It will probably stagnate. Then it was placed in that shallow hole.. poor tree.

  • @VietNguyen-vj4su
    @VietNguyen-vj4su Před 7 měsíci +4

    you've done good reporting jobs [I've seen number of your youtube videos].

  • @Justmyopinionlol
    @Justmyopinionlol Před 6 měsíci +1

    lol I don´t know why they bothered to put caption on that Asian guy with Australian english accent as he speaks better English than 99% of Singaporeans to my ears.

  • @liang8255
    @liang8255 Před 7 měsíci +1

    It's just a mine, you find them everywhere in Australia, in Chile, in US, it's irrelevant to what China does.

  • @Hunter-go4bv
    @Hunter-go4bv Před 7 měsíci +1

    Great video. But no matter how great the factory and the opportunities it may provide once the ecosystems are destroyed they take decades to recovered.

  • @godzillamothra5983
    @godzillamothra5983 Před 7 měsíci +7

    It doesn't matter, it is good for Chinese environment to restrict the export. China don't need this business anyway.

    • @Pein061
      @Pein061 Před 7 měsíci +3

      Then you dont need to be here to be jealous and drop cmt 😂

    • @godzillamothra5983
      @godzillamothra5983 Před 7 měsíci

      @@Pein061 jealous of what??
      I'm glad if Vietnam want to replace China as source of rare earth. Mining rare earth is toxic for environment, China could do away with this business. China has plenty other source of income. The income from mining rare earth is peanut compare to other Chinese export.

    • @wanglei5500
      @wanglei5500 Před 7 měsíci +1

      @@Pein061just to make thing clear, it is not only china who need others, everyone need others

    • @LH1xx
      @LH1xx Před 7 měsíci +1

      @@Pein061 So many countries have rare earths, but countries like Vietnam don't have the technology to refine them, only China has that kind of technology, you only have rare earths doesn't mean anything.

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci +2

      @@wanglei5500 so true. Even the superpower America still needs China 🇨🇳

  • @sandyvillaruel2874
    @sandyvillaruel2874 Před 25 dny

    Vietnam Challenge China Global rare Earth

  • @xdgs567z
    @xdgs567z Před 7 měsíci +3

    so sad to see the natural forest stripped down to bare land just for some earth medals....the tradeoff for gallium and other earth minerals is not advantageous for our children and grandchildren who will grow up onto these bare lands....the forest is where people live in

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci +1

      Vietnam would not care as long as that brings in money for the country.

  • @kmich7660
    @kmich7660 Před 6 měsíci +1

    Even USA has to send its ores to China for processing, explain how Vietnam challenge?

    • @G.A.C_Preserve
      @G.A.C_Preserve Před 11 dny

      It will change soon. The USA do it for convenience not for any other reason

  • @a4ldev933
    @a4ldev933 Před 6 měsíci

    I do not understand what you just siad: You can't estimate the damages but then you start digging already? What kind of engineering degree you have and where did you get it?

  • @randall_c_6163
    @randall_c_6163 Před 7 měsíci +7

    There are different type of rare earth, china extract, process and ship most of all the different type of rare earth at a ecnomic proces for the highest quality at the market at the moment since they dominate the industry. Even if australia or vietnam has it they can't do it as cheaply as the chinese, large enough quantity as the chinese and prcoess it as refine as the chinese ontop of environmental damages being more political impactful in USA and australia than in china.

  • @a4ldev933
    @a4ldev933 Před 6 měsíci

    what the heck... it is not how to plant a tree... arrggggg!

  • @vlog41098
    @vlog41098 Před 6 měsíci

    thấy nhiều đứa khóc mướn mắc cừ quá

  • @haniahannslew4108
    @haniahannslew4108 Před 6 měsíci +1

    The title of the video seems very ignorant and misleading. It’s a click bait title.

  • @spider6660
    @spider6660 Před 7 měsíci +12

    I really miss the good old unbiased journalism of CNA. These guys are gradually becoming more pathetic.

    • @Trgn
      @Trgn Před 7 měsíci +2

      That's how most media end up, once they realize that making clickbaits and telling what people want to hear generate more viewerships and income

    • @haniahannslew4108
      @haniahannslew4108 Před 6 měsíci +3

      Totally agree. CNA journalism is getting worse by the day.

  • @randall_c_6163
    @randall_c_6163 Před 7 měsíci +28

    Vietnam is an over hype as a Chinese replacement, firstly most of the manufacturing that moved to Vietnam are Chinese manufacture with manufacturing facilities in both outside China and inside China. Manufacturing in Vietnam has a 20% + premium versus the same product being made. The made in Vietnam requires it to be 30% originated in Vietnam and even if you don’t meet it you can pay “coffee money” which is basically bribery. Lastly America firm what a Chinese manufacture to give them the option of an outside China point so in practice most of the manufacturing take place in China with Vietnam as a backup incase there is any barriers stoping shipment in or out of China. This is a standard reference regarding efficiency, a job that needs 3 Chinese worker would take 5 Vietnamese worker to complete, this is because of working culture and the difficult to push for OT despite paying more. Lastly all supply chain lead to China and the support industry chain in Vietnam is incomplete or under supply and you can’t have an incomplete supply chain when you are running a manufacturing operation. The only type of manufacturing that you can move outside of china is light manufacturing that requires little to no heavy industry support but this would have moved out of china despite of any american policies by natural ecnomic cycle.

    • @MarktYertd
      @MarktYertd Před 7 měsíci +1

      no

    • @WellSalt-Studio
      @WellSalt-Studio Před 7 měsíci

      The United States uses financial tools as its main means of plunder to exploit and plunder countries that mainly focus on industry or raw material exports (grain, minerals, etc.). Asia is the center of global industry and is also the center of gravity for the U.S. financial industry to plunder. , Vietnam’s industrial capabilities and financial system are just more suitable for being plundered.

    • @MRT-co1sd
      @MRT-co1sd Před 7 měsíci

      Chinese entrepreneurs just want a name tag by using Vietnam so they avoid the US sanctions.

    • @Pein061
      @Pein061 Před 7 měsíci +19

      Some one is jealous 😂 and make thing up, if you dont care you dont need to e here wumao

    • @Tabula_Rasa1
      @Tabula_Rasa1 Před 7 měsíci +7

      @@Pein061 you sound like a kindergardener calling name. If you dont agree, then provide your data to back it up. Otherwise, you sound jealous that he might be sputing the truth.

  • @jianjunwang6385
    @jianjunwang6385 Před 6 měsíci

    😂

  • @LH1xx
    @LH1xx Před 7 měsíci +1

    So many countries have rare earths, but countries like Vietnam don't have the technology to refine them, only China has that kind of technology, you only have rare earths doesn't mean anything.

  • @eqmknguyen2251
    @eqmknguyen2251 Před 7 měsíci

    Kìa Ae nước ngoài bàn luận sôi nổi quá kìa

  • @MRT-co1sd
    @MRT-co1sd Před 7 měsíci +14

    This has turned into a western propaganda channel under Singapore’s direction 😂

  • @davidtran337
    @davidtran337 Před 7 měsíci +2

    Felt sorry for local people, they got minimal benefits from this.

  • @htaukkyanmyo4437
    @htaukkyanmyo4437 Před 7 měsíci +3

    Title: "Vietnam's Challenge To China's Dominance Of Global Rare Earths Supply"? ANSWER: In Vietnam's dream only!!

  • @LH1xx
    @LH1xx Před 7 měsíci

    Recently Vietnamese economy plunged to death.

  • @rock3times
    @rock3times Před 7 měsíci +4

    I think the Vietnamese goverment do not show you everything pertaining to national security. Dak Nong is just the tip of iceberg of the whole western highlands. Vietnam back in 2000 's has signed concessions to China for 99 year lease to exploit bauxite. The local minority revolted because of outsiders invasion and was brutally suppressed by the Goverment. Thousands died and others ran to Cambodia as refugees.
    Because of that the plant employs Vietnamese and local indigenes to hide the facts and to lessen the fury of the local populace. Moreover,Vietnam have no capital nor tech knowhow for such a massive project.She relies on China as a vassal which the front is Vietnam backed and owned by China.
    Vietnam have 22 million tons of rare earth deposits but located farther North in Lai Chau province bordered with China.
    I am surprise you did not go there.

    • @nguyenhuycuong5342
      @nguyenhuycuong5342 Před 7 měsíci +3

      Ngụy con ngon làm clip đưa cái mặt ra nói y chang cmt

    • @rock3times
      @rock3times Před 7 měsíci

      @@nguyenhuycuong5342 you are commie troll...
      Just when China creates the war, she anticipates the West will turn to Vietnam, the second largest mine of rare earth, China, thru agency in VN government, arrested the private small companies which have small holdings of deposits. In effect, nationalize all the mines to sell to the West.
      So the West, embargo China, end up buying from vassals of China. Guess where all the profits go to ! Beijing and not Hanoi..!!!!

    • @tom4488
      @tom4488 Před 7 měsíci +2

      ​@@nguyenhuycuong5342 cali với China con 😂

    • @tom4488
      @tom4488 Před 7 měsíci

      Đéo có ngàn người chết nhá còn vụ mượn đất 100 năm đã bị hủy đã Missinfomation còn tào lao

    • @hoailuuthi4211
      @hoailuuthi4211 Před 7 měsíci

      Tổ tiên của/// là Cali không phải là người Việt Nam 😂😂

  • @juanmartin1729
    @juanmartin1729 Před 7 měsíci +8

    "We require a substantial, well-educated young population, strong infrastructure, and a reliable, non-authoritarian government - elements that are currently absent in Vietnam."

    • @juanmartin1729
      @juanmartin1729 Před 7 měsíci

      .

    • @MarktYertd
      @MarktYertd Před 7 měsíci +1

      true

    • @minhtran1960
      @minhtran1960 Před 7 měsíci

      Their government is so corrupt that any bright mind left the country.

    • @Pein061
      @Pein061 Před 7 měsíci

      Stfu they did the same thing in china

    • @khangaroo8166
      @khangaroo8166 Před 7 měsíci +1

      poor infrastructure and non-authoritarian wouldnt fit but education is fine

  • @nlee8801
    @nlee8801 Před 6 měsíci

    Oh, really? Vietnam destroys its environment and it doesn't care. 😅😮

  • @Ron-ni9yc
    @Ron-ni9yc Před 7 měsíci +1

    Battery powered cars powered by coal😂😂

  • @user-yi1wy5dc7b
    @user-yi1wy5dc7b Před 6 měsíci

    无聊