US magnet start-up targets China’s grip on rare earths - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
稀土

US magnet start-up targets China’s grip on rare earths

Niron Magnetics is backed by $150mn from automakers to develop technology based on abundant iron and nitrogen
00:00

{"text":[[{"start":7.44,"text":"A company backed by Stellantis and General Motors is launching an initiative to manufacture magnets without rare-earths elements, in an effort to help the US sidestep China’s dominance over critical minerals."}],[{"start":21.830000000000002,"text":"If successful, the company, Niron Magnetics, would be the first to manufacture magnets without relying on rare earths that have been a crucial industry component for more than half a century. Niron is building a 1,500-tonne factory in Sartell, Minnesota, which it says could satisfy 3 per cent of US magnet demand."}],[{"start":48.66,"text":"Niron’s technology relies on research by co-founder Jian-Ping Wang, a professor at the University of Minnesota, who discovered the magnetic properties of iron nitride, a compound formed from the combination of iron and nitrogen — two of the most abundant elements in the earth’s crust and atmosphere. It said the new compound is 18 per cent more powerful than other magnetic compounds."}],[{"start":78.75,"text":"Magnets are important components in defence, automotive, medical and entertainment technologies, and have become indispensable due to their growing use in manufacturing. They typically rely on rare earths such as neodymium, terbium and praseodymium for their magnetic properties. China’s dominance over supplies is a source of anxiety for industry and Washington. The leading manufacturers of magnets are largely concentrated in China, although Japanese companies such as Hitachi have a foothold."}],[{"start":116.18,"text":"Still, the company is facing questions about how its designs will work without rare earths."}],[{"start":123.91000000000001,"text":"“This is a holy grail kind of magnet, since iron and nitrogen are plentiful and low cost,” said John Ormerod, a rare earths consultant at JOC LLC. Still, “We don’t have any data from Niron, which is frustrating and makes it impossible to make a hundred per cent accurate assessment.”"}],[{"start":144.05,"text":"While the Trump administration has invested directly in mining and magnet production — becoming the largest shareholder in MP Materials, operator of the Mountain Pass mine in California — Niron says its technology bypasses some of the need to bring rare earth supply chain to the US."}],[{"start":165.18,"text":"“Western rare earth companies are playing the Chinese at the same game,” said Niron chief executive Jonathan Rowntree. “We don’t need to bring a mine online.”"}],[{"start":175.86,"text":"However, questions linger over the feasibility of its technology replacing rare earth magnets."}],[{"start":183.10000000000002,"text":"While Niron’s move towards commercialisation is a “good signal”, according to Milo McBride, a fellow in the Sustainability, Climate, and Geopolitics programme at the Carnegie Endowment for International Peace, the end use for their products has yet to be determined."}],[{"start":200.13000000000002,"text":"“The magnet market covers everything from consumer electronics to military hardware,” he said. “The smaller end consumer market will probably be first, but since the US has such a large magnet supply deficit, there’s no reason to not try.”"}],[{"start":218.62000000000003,"text":"Niron has received $150mn in funding from Stellantis, as well as the venture capital arms of GM, Volvo Cars and Samsung. In January it received a $52.2mn tax credit from the energy and Treasury departments, as well as $17.5mn from the energy department’s research and development agency in 2022. The plant will be operational by early 2027."}],[{"start":249.76000000000005,"text":"Demand for magnets is surging, with a projected shortfall of 55,000 tonnes by 2030."}],[{"start":257.49000000000007,"text":"“Permanent magnets are in every device that powers the modern world,” said Mark Champine, head of North America technical centre for Stellantis. “Niron is meeting an urgent demand.”"}],[{"start":280.11000000000007,"text":""}]],"url":"https://audio.ftmailbox.cn/album/a_1758895851_4747.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

AI担忧与战争冲击交易活动,私募股权收购大幅下滑

截至3月的三个月内,私募股权集团达成的收购交易总额为1720亿美元,较前一季度下降36%。

摩根大通CEO警告私募信贷损失将超出预期

摩根大通掌门人杰米•戴蒙在年度致股东信中称,几乎各个领域的信贷标准都在小幅走弱。

FT社评:英国需要拿出一套国防投资方案

计划一再推迟,正引发合作伙伴担忧,并可能导致关键技术流失。
6分钟前

电力短缺的古巴加深对中国太阳能技术的依赖

太阳能技术进口激增,在该国几乎遭遇全面石油封锁之际带来了一些缓解。

为何这次石油冲击与以往不同

各国政府和央行已无政策弹药来遏制这场经济冲击。

让科技去探索选民真正的诉求

对动机与情感强度的新洞见,或可让民主运作得更好。
设置字号×
最小
较小
默认
较大
最大
分享×