July 7th, 2024

EV world in serious trouble if China cuts off rare earth materials

The automotive industry grapples with China's control over rare earth elements crucial for EV motors. Researchers seek alternatives to reduce reliance, but face performance compromises. Developing rare earth-free EV motors is crucial amid escalating US-China tensions.

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EV world in serious trouble if China cuts off rare earth materials

The automotive industry faces challenges as China tightens control over rare earth elements crucial for electric vehicle (EV) motors. Researchers at Oak Ridge National Laboratory in the US are exploring alternatives to rare earth magnets in EV motors to reduce reliance on China. However, current non-rare earth solutions compromise motor performance. Despite advancements like manganese bismuth magnets, no replacement matches rare earth magnets' efficiency without adding significant weight and complexity. China's dominance in rare earth production poses a threat to global EV supply chains. To mitigate this risk, researchers are investigating new technologies like aluminum-nickel-cobalt alloys and high-conductivity copper for EV motors. While progress is promising, commercializing non-rare earth EV motors remains uncertain. As tensions between the US and China escalate, the race to develop viable rare earth-free EV motors intensifies. The industry must address these challenges to secure a sustainable future for electric vehicles.

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Link Icon 4 comments
By @bwanab - 5 months
Strikes me as sensationalized pessimism. As Tyler Cowen often says, given the right conditions "supply is elastic". Big discoveries recently in South and North America might make this a very temporary thing.
By @petre - 5 months
I guess we could improve the switched reluctance motor or use induction motors with vector control or direct torque control.

https://www.tesla.com/blog/induction-versus-dc-brushless-mot...

By @Ekaros - 5 months
Sounds like reasonable solution to counter tariffs.