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Jim Kennedy presents report "China's Rare Earth Subsidies and Structural Advantages" @ TEAC12

2 min read

I'm highlighting Jim Kennedy's presentation in this post, though I've released a few other videos I'll also list below.

In 1997, the CCP formally codified the 16-Character Policy. The "16-Character Policy" is the CCP's overall direction that underlies the blurring of the lines berween State and commercial entities, and military and commercial interests.

The sixteen characters literally mean:
- Combine the military and civil.
- Combine peace and war.
- Give priority to military products.
- Let the civil support the military.

China has exclusive control over the separation over all high-operating-temperature rare earths magnet metals: Tb, Dy, Ho & Sm (in addition to Gd, Eu and most other heavy rare earths).

This forces all REE producers to ship these materials to China for separation (including U.S. and Australian producers funded by our DoD and DoE).

Tb, Dy and Ho are typically found in deposits with elevated levels of thorium.

Thorium is classified as nuclear source material, making U.S. / IAEA production of Tb, Dy and Ho highly problematic.

All high value REE separation happens in China. All high temp NdFeB magnets are dependent on Tb & Dy from China. China controls all EV, wind turbine & military grade NdFeB magnet production.

This Document Was Prepared for:
- U.S. House Caucus on Critical Materials
- U.S. House and Senate Natural Resource Committees
- U.S. House and Senate Armed Services Committees
- White House National Security and Economic Council
- U.S. Department of Energy
- U.S. Department of Defense
- U.S. Allied Partner Governments
- U.S. and Allied Financial Institutions

List of Authors / Contributors, and Peer Review Expert: Dr. George Bauk, Dr. Sotiris Kamenopoulos, Dr. Ned Mamula, Dr. Anthony Caruso, James Kennedy, Guillaume Pitron, John Kutsch, Dr. James Conca, Jack Lifton, Dr. Marina Y. Zhang.

The report can be downloaded from TEA website here: https://thoriumenergyalliance.com/wp-content/uploads/2023/05/ChinaSubsidiesStructuralAdvantages-ReleasedMay2.23.pdf


Dr. David Holcomb - MSR Safety Assessment

https://youtu.be/CqcUIdSRKvA

Efficient and Effective Safety Adequacy Demonstration is Key to Widespread Molten Salt Reactor Deployment. Molten salt fuel and coolant provide desirable performance and safety characteristics.

Characteristics can be leveraged to decrease cost and time necessary to develop reasonable confidence of adequate safety:

• Low pressure, low-chemical potential energy, partial radionuclide retention, negative reactivity feedback, effective natural circulation heat transfer

• Acceptable safety continues to depend on fundamentals: Quality assurance. Good design, proper construction, adequate maintenance.

Substantial technical differences from other reactor classes necessitate:
- Distinctive systems, structures, and components (SSCs) performance information.
- Customized tools and analysis methods.

John Kutsch - Thorium Bank

https://youtu.be/IZCPXcafY9U

Thorium Energy Alliance plans to offer a Thorium Reserve (aka Thorium Bank) for potential customers such as Clean Core Thorium Entry, Terra Power, Curio, Dow Chemical, W.R. Grace.

Ganapati Myneni - Accelerator Driven Systems

https://youtu.be/ZT74V3HW0gc

BSCE is seeking world community's support for developing economic, super safe and efficient ASMR's for providing clean Air and Water for Humanity as envisaged by USA's A. Weinberg and India's H. Bhaba