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American Resources Policy Network
Promoting the development of American mineral resources.
  • U.S. Currently Bystander in Global Battery Arms Race, ARPN Expert Tells U.S. Senate Committee

    A key global player, the United States is not used to being a bystander. Yet this is exactly what is currently happening, says Benchmark Mineral Intelligence’s Managing Director Simon Moores, addressing the full U.S. Senate Committee on Energy and Natural Resources this morning.

    Delivering his testimony on the outlook for energy and minerals market in the 116th Congress with a special emphasis on battery technology, Moores, who is also a member of the ARPN panel of issue experts, told senators that as battery megafactories are being built to make lithium ion battery cells “[a]t the beginning of 2019, the US has a minor to non-existent role in most of the key lithium- ion battery raw materials and only has a presence in lithium ion battery manufacturing via Tesla. Tesla and its Gigafactory 1 is emerging to be the most strategic US asset in the EV supply chain.

    Providing insightful details and supporting data for the four key battery raw materials lithium, cobalt, nickel and graphite, Moores drives home an important message:

    “Those who control these critical raw materials and those who possess the manufacturing and processing know how, will hold the balance of industrial power in the 21st century auto and energy storage industries.”

    The writing is on the wall. As Moores previously stated:

    “Without low cost, abundant lithium ion batteries & secure supply chains, the US will fall behind in the EV & energy storage revolution.”

    This clearly is a scenario U.S. policy makers and other stakeholders will want to avoid, which is why moving forward on mineral resource policy reform is critical.

    We know it is much to ask of Washington, where too often, partisan politics override prudent policies. However, as another fellow ARPN expert panel member Jeff Green recently said (while addressing resource policy in the context of the defense industrial base):

    “In the new Congress, Democrats and Republicans should seek out opportunities to work together in advancing mutually sought-after goals in this critical policy area.”

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  • U.S. Senate to Hold Hearing on Energy and Mineral Markets, Member of ARPN Expert Panel to Testify

    We’ve called it “the new black.” The Guardian even went as far as ringing in the “Ion Age.”  Bearing testimony to the growing importance of battery technology, the U.S. Senate will hold a hearing examining the outlook for energy and minerals markets in the 116th Congress on Tuesday, February 5, 2019 with an emphasis on battery technology.

    Followers of ARPN will not be surprised to learn that Simon Moores, Benchmark Mineral Intelligence’s Managing director and member of the ARPN panel of issue experts has been asked – once more – to share their insights on the supply chain for EV lithium ion batteries and the energy storage revolution.

    Moores considers the fact that the U.S. Senate Energy committee is holding its second hearing in 14 months on the issue progress, stating

    “The highest level of US government is taking the risks to its future automotive and energy industries seriously. With the rise of electric vehicles (EVs) and the true arrival of battery storage as part of the energy mix, those that have low cost, abundant supply of quality lithium ion batteries will be ahead of the pack.  Right now, China is leading the build out of this lithium ion battery capacity and Benchmark Minerals now forecasts the country to have 68% of global capacity by 2028 while the US presently sits at 11%.

    The other key factor in controlling this industry is securing supply chains for lithium, cobalt, nickel and graphite anode materials. This is not just about low cost, high volume mining but key skills and know-how to produce chemically engineered battery grade chemicals – commodities for the 21st century.”

    The committee has set the hearing for 10:00 a.m. EST on Tuesday, February 5, 2019, and will offer a livestream on its website, where written testimony will also be made available at the time of the hearing.

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  • Move Over, Lithium and Cobalt, Graphite and Graphene are About to Take Center Stage – Courtesy of the Ongoing Materials Science Revolution

    Earlier this week, we pointed to what we called the “new kid on the block” in battery tech – Vanadium.  It appears that what held true for music, is true in this industry as well – “new kids on the block” arrive in groups. Now, all puns aside – as Molly Lempriere writes for Mining-Technology.com, [...]
  • Happy Birthday, America – Onward to Resource Independence Day?

    It’s that time of the year again – we load up our shopping carts with fireworks and burger buns, and gear up for parades to honor of the men and women who have fought, and continue our safeguard our freedom today. Many of us will have already traveled this week – and according to AAA, [...]
  • “Critical Minerals Alaska” – North of 60 Mining News Publishes Series on Alaska’s Resource Potential

    Against the backdrop of an increased focus on critical minerals at the federal level, North of 60 Mining News — an Alaska-based trade publication covering mineral resource issues for Alaska, northern British Columbia, Yukon, Northwest Territories and Nunavut — has started a new series of articles ARPN followers may wish to bookmark. As Lasley pointed [...]
  • Materials Science Profiles of Progress: CMI Expands Collaborative Research Focus to Include Lithium and Cobalt

    The Critical Materials Institute (CMI), a Department of Energy research hub under the auspices of Ames Laboratory, is expanding its research on tech metals “as rapid growth in electric vehicles drives demand for lithium, cobalt.” According to a recent Ames Lab press release, the Institute will focus on maximizing the efficiency of processing, usage and [...]
  • Benchmark Mineral Intelligence’s World Tour Returns to U.S. this May

    Our friends from Benchmark Mineral Intelligence – formidable experts when it comes to battery tech and the mineral resources driving it – are returning to the U.S. in May for another round of their World Tour. This year’s tour will “focus on the supply chains for the next generation of battery technologies,” and seek to [...]
  • Sweden Tosses Hat Into Ring In Race For Materials Underpinning EV Revolution

    As the race for the metals and minerals driving the electric vehicle revolution heats up, and China continues to jockey for pole position, Sweden is tossing its hat into the ring.  According to recent media reports, the Swedish government has earmarked 10 million kronor ( roughly one million Euros) to explore the option of digging [...]
  • ARPN’s Daniel McGroarty Submits Public Comments on DoI Critical Minerals List

    Presidential Executive Order (EO) 13817 on a Federal Strategy to Ensure Secure and Reliable Supplies of Critical Minerals, was issued on December 20, 2017. Pursuant to the EO, the Department of Interior, in coordination with the Department of Defense, was tasked with compiling a list of Critical Minerals within 60 days. The DOI List was [...]
  • 2018 – A Tipping Point For U.S. Resource Policy and Related Industries?

    The following is a guest post by ARPN expert panel member Chris Berry, Founder, House Mountain Partners. His expertise focuses on, but is not limited to, energy metals including Lithium, Cobalt, Graphite, Vanadium and Rare Earths. The Executive Order recently signed by President Trump to prioritize domestic natural resource development couldn’t have come at a [...]

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