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American Resources Policy Network
Promoting the development of American mineral resources.
  • Take a Break from Election Scrolling – Watch Highlights from Webinar on Lithium Ion Battery, EV and Energy Storage Supply Chain Issues

    While it seems that for weeks, all eyes have been on the Presidential elections in the U.S., earlier in October, our friends of Benchmark Mineral Intelligence hosted its Washington DC Summit 2020, which brought together U.S. Government representatives and industry stakeholders to discuss materials challenges — specifically in the realm of lithium ion battery technology, as well as electric vehicle and energy storage supply chains.

    Sen. Lisa Murkowski (R-Alaska), and Sen. Joe Manchin (D-West Virginia) delivered the keynotes, highlighting the most recent presidential executive order on critical minerals and calling for complementary congressional action.

    Benchmark Mineral Intelligence has now made highlights from the event, including the keynote addresses, available for streaming.

    So if you need a break from scrolling for election updates as they trickle in from the remaining battle ground states, take a look here.

  • U.S. Senator and AK Governor for The Hill: With China Having Taken Control of Critical Mineral Supply Chains, We Need to Act Now

    Beijing’s threat to withhold potentially life-saving medical supplies and medications in the middle of a global pandemic, during which China has “taken control of [respective] supply chains around the world as part of its quest for global domination,” were a wake up call, write U.S. Sen. Ted Cruz (R-TX) and Gov. Mike Dunleavy (R-AK) in an op-ed for The Hill. Medical supplies and medications, however, they say, “aren’t the only products the Chinese control that the United States depends on.” With China having effectively consolidated the global supply chain for critical minerals, including rare earth elements, we are now faced with the gargantuan task of “jumpstarting an industry that barely exists.”

    Thankfully, as Sen. Cruz and Gov. Dunleavy point out, the Trump administration began taking steps towards prioritizing critical mineral resource policy and re-shoring these supply chains in 2017, and has stepped up its efforts once more with the signing of a new presidential executive order declaring a critical minerals national emergency at the end of September of this year.

    The task, as the authors point out, is “exponentially more difficult” than keeping existing supply chains in the United States, because China recognized the importance of critical minerals for high-tech economies well before other global players, and has been jockeying for the global pole position in the space ever since. Write Cruz and Dunleavy:

    “Bringing the supply chain to the United States requires granular knowledge of the industry, because investors are sitting on the sidelines of the critical minerals industry for different reasons than they’re sitting on the sidelines of the pharmaceutical industry. To fix this, we have to convince investors to get into a market where they are justifiably afraid China will undermine them at every point of the supply chain.”

    They point to Sen. Ted Cruz’s ORE Act and Gov. Dunleavy’s executive action to provide financing for REE mining projects in Alaska as examples of market-based incentives which, coupled with regulatory reform can jump-start the much-needed buildout of our nation’s crucial mineral supply chains.

    The ORE ACT provides tax incentives for buying American mined rare earths and battery minerals and metals; strengthens requirements for the Pentagon to source these critical mined materials from the U.S.; and establishes grants for pilot programs to develop these materials in the U.S.”

    Sen. Cruz and Gov. Dunleavy insist that “the entire country has a role to play” in the effort to build out a comprehensive domestic critical minerals supply chain – “from the reclamation of mines and reprocessing of mine waste rock in Appalachia, to mines in Texas, Alaska, California and Wyoming. In Alaska alone, 30 of the 35 critical minerals identified by President Trump are available for extraction, as well as tremendous amounts of commercial-grade graphite, lead, zinc and copper.”

    Efforts like the ORE Act are gaining traction in Congress, and Alaska – rich in metals and minerals (with 30 of the 35 deemed critical by the Department of the Interior in 2018 available for extraction) — is assuming a leadership role at the state level.

    We don’t have a moment to waste. As Sen. Cruz and Gov. Dunleavy argue:

    “At any time, China could cut off our access to rare earth elements and critical minerals. We need to act now to establish a critical mineral supply chain in the United States, and to make sure we can manufacture defense technologies and support our military. Our national security depends on it.”

    Click here to read the full op-ed.

  • China’s New Export Control Legislation Raises Specter of REE Ban

    Three weeks ago, U.S. President Donald Trump signed an executive order declaring a critical minerals national emergency aimed at expanding domestic production of rare-earth and other critical minerals in an effort to reduce dependence on China. Among other things, the order directs the Department of the Interior to explore the application of the Defense Production (…) more

  • Event Alert: Benchmark Webinar on Lithium Ion Battery, EV and Energy Storage Supply Chain Issues

    Against the backdrop of a new presidential executive order declaring a critical minerals “national emergency” for the United States, Benchmark Mineral Intelligence will host its “Washington DC Summit 2020 – Online” on Tuesday, October 20th, at 1p.m. EST. This year’s virtual summit will bring together U.S. Government representatives and industry stakeholders to discuss materials challenges (…) more

  • Has Canada Just Jump-Started its Electric Vehicle Sector? – A Look at the Recent Ford Canada Labor Deal Through the Prism of an Integrated North American Value Chain

    From a U.S. perspective, arguably the biggest news in the critical minerals sector in recent weeks has been U.S. President Trump’s latest executive order on critical minerals, which, according to analysts, is the first one in this field “that has the potential to bring some meaningful changes.” Aside from calling on the Department of the (…) more

  • Panel Discussion: Stakeholders from Across the Political Aisle Agree Time to Secure Critical Mineral Supply Chains is Now

    At last week’s RealClearPolitics panel discussion sponsored by the National Mining Association, speakers discussed the extent of our nation’s critical mineral resource supply chain challenges. During the first panel, U.S. Reps. Eric Swalwell (D-Calif.), and Guy Reschenthaler (R-Penn.), who recently launched the bi-partisan Critical Materials Caucus in the U.S. House of Representatives, made the case (…) more

  • Critical Minerals and the Defense Industrial Base: Under Secretary of Defense for Acquisition and Sustainment Testifies Before Senate Armed Services Subcommittee

    Hours after President Donald Trump issued a new executive order declaring a national emergency on critical minerals, the U.S. Senate Armed Services Subcommittee on Readiness and Management Support received testimony from Under Secretary of Defense for Acquisition and Sustainment Ellen M. Lord on the integrity of America’s critical minerals supply chains. Kicking off the hearing, (…) more

  • New Critical Minerals Executive Order Declares National Emergency, Invokes Defense Production Act

    In perhaps the strongest acknowledgment of the urgency of our critical mineral resource woes and over-reliance on foreign (and especially Chinese) supplies to date, U.S. President Donald Trump this week triggered rarely-used emergency government powers to address the issue. On his way to a campaign rally in Minnesota, the president on Wednesday signed an Executive (…) more

  • Scandium Has Yet to Go “Ballistic” — Will Recent Developments Change the Material’s Odds to Shine?

    “This obscure metal is going to go ballistic in a few years,” John Kaiser of Kaiser Research told the Investing News Network a few years ago. The metal he was referring to is Scandium — a material that is “as strong as titanium, as light as aluminum, and as hard as ceramic.” It’s a material (…) more

  • Europe Comes to Terms with Mineral Supply Challenges, Unveils Action Plan

    As the U.S. explores its options when it comes to diversifying our critical minerals supply chains away from China in the wake of COVID-19, Europe is coming to grips with its own mineral supply challenges. According to European metals association Eurometaux, the region “has reached a critical fork in the road,” as it grapples with (…) more

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