E-Waste recycling is a major pillar of India's Critical Minerals Strategy [0][1]
The Indian government explicitly exempted specific types of e-waste from import fees and provided additional subsidies such that such waste would come to India in order to be reprocessed [2]. Additionally, the Indian government is allocating around $200M in subsidies explicitly for companies to import,recycling and process E-Waste within India [3][4] plus additional funding to add capacity.
These are the exact same steps China took in the 2000s as well with almost the exact same word-for-word criticism [5][6], yet it helped them solidify their REE and Green economy to what it is today.
And this is why rare earth processing left America - it is a VERY VERY VERY dirty industry with very low margins. There is no way to get around treating unskilled workers in this industry as expendables - even safety gear can destroy the margins in this industry.
You need to choose between whether you want sub-$10K EVs and low cost solar panels like in China and India OR strong worker protections in their upstream industries like REE processing. You can only choose one.
> There is no way to get around treating unskilled workers in this industry as expendables - even safety gear can destroy the margins in this industry.
Actually, there is. The way is called tariffs - an instrument to offset externalities like environment and labor protection dumping.
alephnerd•19m ago
Hypothetically yes, but in 2025 it is impossible to do so on critical minerals/REEs.
The entire processing chain's IP and production capacity is in Asia. Even in South Korea and Japan, workers in these industries are given third world safety protections with temp workers imported from Vietnam, Indonesia, and poorer areas of China, as was seen with the Hwaseong battery factory fire a couple months ago [0][1]
Throwing environmental and workers rights tariffs on REEs and e-waste processing means the upstream
supply chain for the entirety of electronics, automotive, aerospace, and every other manufacturing industry is ground to a halt, and you have to depend on foreign countries anyhow but with even less leverage.
They will also make it so expensive to process e-waste that it would probably end up in a landfill.
goalieca•1m ago
>You need to choose between whether you want sub-$10K EVs and low cost solar panels like in China and India OR strong worker protections in their upstream industries like REE processing. You can only choose one.
With globalism, we got cheap goods and didn't worry about [domestic] worker safety. But, i don't doubt that innovation will happen if we bring stuff back on-shore. There's no motivation to improve processes and innovate if you can just cheaply externalize everything.
alephnerd•44m ago
The Indian government explicitly exempted specific types of e-waste from import fees and provided additional subsidies such that such waste would come to India in order to be reprocessed [2]. Additionally, the Indian government is allocating around $200M in subsidies explicitly for companies to import,recycling and process E-Waste within India [3][4] plus additional funding to add capacity.
These are the exact same steps China took in the 2000s as well with almost the exact same word-for-word criticism [5][6], yet it helped them solidify their REE and Green economy to what it is today.
And this is why rare earth processing left America - it is a VERY VERY VERY dirty industry with very low margins. There is no way to get around treating unskilled workers in this industry as expendables - even safety gear can destroy the margins in this industry.
You need to choose between whether you want sub-$10K EVs and low cost solar panels like in China and India OR strong worker protections in their upstream industries like REE processing. You can only choose one.
[0] - https://mines.gov.in/admin/download/649d4212cceb01688027666....
[1] - https://primuspartners.in/docs/documents/Final%2020%20Aug_Ra...
[2] - https://www.pib.gov.in/PressReleaseIframePage.aspx?PRID=2112...
[3] - https://www.reuters.com/sustainability/land-use-biodiversity...
[4] - https://www.reuters.com/sustainability/boards-policy-regulat...
[5] - https://www.wilsoncenter.org/sites/default/files/media/docum...
[6] - https://www.nytimes.com/2007/11/18/world/asia/18iht-waste.1....
mschuster91•21m ago
Actually, there is. The way is called tariffs - an instrument to offset externalities like environment and labor protection dumping.
alephnerd•19m ago
The entire processing chain's IP and production capacity is in Asia. Even in South Korea and Japan, workers in these industries are given third world safety protections with temp workers imported from Vietnam, Indonesia, and poorer areas of China, as was seen with the Hwaseong battery factory fire a couple months ago [0][1]
Throwing environmental and workers rights tariffs on REEs and e-waste processing means the upstream supply chain for the entirety of electronics, automotive, aerospace, and every other manufacturing industry is ground to a halt, and you have to depend on foreign countries anyhow but with even less leverage.
[0] - https://www.nytimes.com/2024/06/24/world/asia/lithium-batter...
[1] - https://www.nytimes.com/2024/06/25/world/asia/south-korea-li...
SR2Z•19m ago
goalieca•1m ago
With globalism, we got cheap goods and didn't worry about [domestic] worker safety. But, i don't doubt that innovation will happen if we bring stuff back on-shore. There's no motivation to improve processes and innovate if you can just cheaply externalize everything.