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American Resources Policy Network
Promoting the development of American mineral resources.
  • ARPN Expert Panel Member on Strategic Metals Supply Chain in an Era of De-Globalization

    The trade war between China and the U.S., tensions between Russia and the West, the green energy transition — today’s political, geopolitical and economic pressures have significant implications for resource development. In a new piece on his blog, ARPN expert panel member and president of President of House Mountain Partners, LLC Chris Berry discusses “[t]he Strategic Metals Supply Chain in an Era of De-globalization.”

    Setting the stage by using the examples of Lithium, Cobalt and the Rare Earths, Berry argues that while in his research “drivers of the macro economy have historically either been political or economic in nature, but rarely both at the same time,” the current resource policy and investment climate is different today as a “confluence of macro-economic and political forces are converging all at once to place investors and corporations at a unique crossroads vis- à-vis investment along the strategic metals supply chain.”

    Berry outlines what he considers the current drivers of overall investor sentiment in the markets and outlines how the convergence of these drivers is spooking corporate capital expenditure decisions, with the trade war between the U.S. and China being the first of many.  As an expert focused on the field of energy metals, Berry acknowledges however, that “this doom and gloom does mask some very positive longer-term dynamics around the energy metals/EV thesis,” and that justifying a “long-term bearish thesis” would be difficult.

    In fact, he says, “the dismantling of the existing global trading system and its eventual replacement is exactly what you’d want to see as an investor along the strategic metals supply chain,” and sees a “unique opportunity for project-level investment.”

    Berry, who will elaborate further on the economic, financial and geopolitical aspects of the energy transition in a forthcoming book set to publish in 2020, concludes with an appeal for “strategic thinking on the parts of Western governments, corporations, and other stakeholders” as “the societal, economic and national security implications” surrounding the electrification of transportation and energy storage “are simply too significant to ignore.”

    Click here to read the full piece. 

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  • U.S. To Pursue National Electric Vehicle Supply Chain

    ARPN expert panel member and managing director of Benchmark Mineral Intelligence Simon Moores must have struck a nerve when he called the U.S. a “bystander” in the current battery arms race during a recent Congressional hearing.

    His 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” — must have resonated with stakeholders.

    As Reuters reported over the weekend, U.S. government officials, including select members of Congress, representatives from the U.S. Department of State, Department of Energy, Department of the Interior, as well as the U.S. Geological Survey are looking to sit down with executives from automakers and lithium miners early next month “as part of a first-of-its-kind effort to launch a national electric vehicle supply chain strategy.”

    Sources familiar with the effort told Reuters that Sen. Lisa Murkowski, chair of the Senate’s Energy and Natural Resources committee, will look to introduce “standalone legislation aimed at streamlining the permitting process for lithium and other mines,”and addressing other critical minerals issues, parts of which were included in previous broader energy legislation in prior Congresses but failed to garner consent in both chambers at the time. 

    With China already dominating the EV supply chain, the stakes are high.  As Senator John Hoeven (R, North Dakota), told Reuters, the U.S. “need[s] to find ways to more efficiently develop our nation’s domestic critical mineral supply because these resources are vital to both our national security and our economy.” 

    While underscoring the complexity of the situation, industry representatives see a great opportunity for the United States to enact policy changes that could “encourage development of a domestic supply chain to mine, process and supply lithium, nickel, cobalt and graphite for battery manufacturers and automakers,”— changes that, in the eyes of one mining executive provide “the perfect blueprint to make America great again.”

    According to Reuters, the May meetings will include both workshops on financing and permitting issues, and one-on-one meetings between regulators and industry executives. 

    This is encouraging news, which will hopefully be complemented by a renewed push to develop a broader critical minerals strategy, as outlined the 2017 presidential executive order on critical minerals.

    The rest of the world will not wait for us, so the time to get off the starting block is now. 

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  • “Something Does not Come from Nothing” – Formulation of Mineral Resource Strategy Should be a Precursor to Green Energy Debate

    “Something does not come from nothing. That fact can be easily forgotten when it comes to seemingly abstract concepts like ‘energy,’” writes Angela Chen in a new piece for technology news and media network The Verge. Chen zeroes in on four key metals and minerals that have become indispensable components of green energy technology – Neodymium, [...]
  • 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 [...]
  • 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 [...]
  • 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, [...]
  • Race to Control Battery Tech Underscores Need for Comprehensive Resource Policy 

    Against the backdrop of the ongoing electric vehicle revolution, automakers are increasingly forced to deal with the realities of resource supply.  One of these realities was spelled out in clear terms by a Wall Street Journal report which stated: “There’s a Global Race to Control Batteries – and China is Winning.  Chinese companies dominate the [...]
  • Cobalt’s Star Rising Even Further in Light of Breakthrough New Applications?

    Cobalt is a rising star among critical minerals, in large part because of its key role in battery technology.  However, that’s hardly the only reason. The ongoing materials science revolution has produced a new long-term use for Cobalt that may prove to be a technological breakthrough: A California-based company has announced that it has found [...]
  • The U.S. Hunt for Cobalt – a Rising Star Among Critical Minerals – Is On

    “Gold once lured prospectors to the American west – but now it’s cobalt that is sparking a rush,” writes the BBC in a recent feature story about Cobalt, which, as ARPN followers will know, is a “key component in the lithium-ion batteries that power electronic devices and electric cars.”  Once a somewhat obscure metal, Cobalt [...]
  • “Critical Minerals Alaska” – Rising Demand and Supply Side Complications Combine as Catalysts to Establish Domestic Sources of Cobalt

    In his latest installment of “Critical Minerals Alaska” – a feature series for North of 60 Mining News that “investigates Alaska’s potential as a domestic source of minerals deemed critical to the United States,” Shane Lasley takes a closer look at Cobalt, one of the key metals underpinning the current EV technology revolution. Once an [...]
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