China explores coal waste for critical metals supply

China is examining coal refuse as a potential source of critical metals including germanium, aluminium, lithium and gallium. The effort builds on existing coal processing infrastructure. A leading researcher noted both opportunities and technical challenges.

China is leaning into its industrial strengths to extract germanium, aluminium, lithium and gallium from fossil fuel.

“The coal refuse contains a variety of metal elements and could become an important source of critical metal supply,” Dai Shifeng, a member of the Chinese Academy of Sciences and professor at China University of Mining and Technology-Beijing, said in an interview with China Energy News in late April.

China’s coal production lines already have integrated facilities for washing, chemical processing and power generation, providing a strong industrial foundation for resource recovery, according to the report.

Dai cautioned that successful metal extraction required close tracking of coal quality and composition. “Some power plants blend coal from different sources before combustion. As a result, the metal content in fly ash from the same plant is constantly changing, making extraction difficult,” he added.

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Photorealistic illustration of Appalachian Mountains with lithium mining operations and resource estimates for a news article.
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USGS estimates Appalachian lithium resources could offset U.S. imports for more than three centuries

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The U.S. Geological Survey says the Appalachian region contains an estimated 2.3 million metric tons of undiscovered, economically recoverable lithium—an amount it calculates could replace about 328 years of U.S. lithium imports at 2024 levels.

China's Ministry of Natural Resources announced on Wednesday that the country holds the world's largest reserves of 14 key minerals and leads global production in 17 others. This highlights China's major role in global resource supply chains. The data was disclosed at a monthly media briefing.

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The Trump administration has launched initiatives to secure critical minerals amid efforts to reduce reliance on China, potentially benefiting renewable energy in the future. Project Vault, a $12 billion partnership, aims to stockpile materials essential for both military and clean technologies. Experts note that while focused on national security, these efforts might support a just energy transition under subsequent governments.

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