Magnesium: The “Metal of the Future” and the Reconstruction of Strategic Value in the Lightweight Revolution

As the “weight loss code” in the global industrial system, magnesium has become a key material in the fields of automotive lightweight, aerospace, 3C electronics and energy storage with its unique advantages of density only 2/3 of aluminum and specific strength better than steel.In 2025, the global magnesium market is undergoing a leapfrog transformation from “resource-dependent” to “technology-driven”, and its strategic value will be accelerated in the “dual-carbon” goal and high-end manufacturing needs.   The application of magnesium alloy in the automotive field penetrates from interior parts to structural parts. Tesla Model Y adopts an integrated die-cast magnesium alloy rear floor, which reduces weight by 30% and reduces cost by 15%; in the field of 3C electronics, the permeability of magnesium alloy notebook shell has increased to 25% (Apple MacBook series accounts for more than 40%), and the heat dissipation efficiency is 20% higher than that of aluminum alloy; in the field of energy storage, magnesium-based solid-state hydrogen storage materials have achieved commercial breakthroughs. The hydrogen storage density of magnesium hydride reached 7.6wt%, which was 3 times higher than that of high-pressure gaseous hydrogen storage. National Electric Investment built the world’s first 100kg-level Magnesium-based solid-state hydrogen storage and hydrogenation station.In...