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American Resources Policy Network
Promoting the development of American mineral resources.
  • As Resource Dependence Deepens, Miners Pivot Back to U.S. For Exploration

    Against the backdrop of market prices recovering and supply woes looming, mining companies are expected to increase spending on exploration for the first time in five years, reports news agency Reuters.

    In what may spell good news for the United States, analysts anticipate the biggest expenditure increases to occur in the United States, Canada and Australia, all of which are considered “safe bets” due to lower operating risks and high technology standards.  Providing a private sector viewpoint, Stephen McIntosh, group executive for growth and innovation at Rio Tinto, says:

    At quiet periods in the cycle, we will typically press out into non-OECD countries (…) But at the moment, we’re focusing on the OECD, predominately the Americas, and predominately for copper.

    The development comes at a critical time when U.S. mineral resource dependencies are deepening, as the USGS’s just-released Mineral Commodity Summaries report shows.   And while for Copper (which is one of the main metals discussed in the Reuters piece) our overall dependence may have slightly dropped, demand is likely to grow significantly — due to increased infrastructure and clean tech investments (both areas in which Copper is becoming increasingly indispensible), and because of its status as a Gateway Metal (to scarce specialty metals like Rhenium, Selenium, Tellurium, Cobalt and in some instances the Rare Earths).

    While Reuters reports on these developments largely from a market perspective, there may be policy considerations at work, here, too:

    The mining industry’s pivoting back towards the United States may reflect a growing optimism that with a new Administration at the helm in Washington, DC, policies devised at creating a regulatory environment that is more conducive to responsible domestic resource development may stand a better chance.  Here’s hoping that their optimism is well founded – America’s economic well-being, as well as our competitiveness and national security would be well-served.

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  • McGroarty on Critical Minerals: “It’s Not Your Grandfather’s Infrastructure”

    The New Year is now a little over a week old and the inauguration of the 45th President of the United States is just around the corner.  And while some are still dwelling on 2016 (we offered our post mortem at the end of the year), the time has come to look at what’s in store.

    One of the key buzzwords, particularly if you’re looking for an issue that transcends party lines these days is “infrastructure” – an area where broad consensus on the need for significant overhaul exists.  What is often overlooked, however, is that our infrastructure today comprises of far more than just bridges, roads, and tunnels.  As our very own Daniel McGroarty outlines in a brand new piece for Investor’s Business Daily,

    “[t]oday, our infrastructure extends to the national power grid — currently a patchwork of lines, nodes and often antique switching towers we rely on to move energy to where we need it — to the internet itself, which has a physicality we easily overlook in this Age of the Cloud and Wireless. These systems, marvels that they are, come closer to tin-can-and-string contraptions than the modern version we would build if we began the work today. 

    Threats against our infrastructure are as diverse as they are real, and dealing with them will require a comprehensive approach.  Securing access to Copper, Graphite, Cobalt, Manganese, and Rhenium may not be the first things that come to mind when we think critical infrastructure protection – but they, and many other tech metals and minerals, have to be on our shopping list if we’re serious about a 21st Century infrastructure that is competitive and can withstand threats from the outside and within.

    As followers of ARPN are aware, we are subject to a significant degree of import-dependence for the above referenced materials, as well as for many others.  With there being more to infrastructure than “cement trucks and Jersey Barriers”, it’s time for an approach conducive to unleashing our arguably vast domestic mineral potential.

    Explains McGroarty:

    “It means getting over the pernicious mindset that 2017 America lives in a postindustrial age, a time when Americans are all ‘symbolic analysts,’ tapping away at keyboards, creating wealth from ones-and-zeros, live-blogging streaming video and the like, no longer dependent of transforming real raw materials into things. That messy business has been off-shored to other places, happy to sell us what we need.” 

    This leaves us at the mercy of the rest of the world — and needlessly so. Concludes McGroarty:

    “Word is that the new infrastructure bill will exceed $1 trillion. Shoring up our infrastructure — broadly understood — is essential, and not just for jobs and GDP, but for the stuff modern dreams are made of — everything from the gadgets we use to occupy our time to the high-performance materials that power the weapons platforms that keep us safe.

    If we approach the Great Infrastructure Debate in this spirit, we could do even more than rebuild our roads, bridges and tunnels. We could build the foundation for a new American Century.”

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  • 2016 – A Mixed Bag for Mineral Resource Policy

    It’s that time of the year again.  And as people are gearing up for the New Year, we are taking the opportunity to take stock of the last twelve months, and want to highlight a few select notable developments of relevance to ARPN followers. From a mineral resource policy perspective, we saw some positive developments [...]
  • Through the Gateway: A Scholarly Look

    Over the course of the past few months, we have featured two classes of metals and minerals, which we believe deserve more attention than they are currently being awarded.  Expanding on the findings of our 2012 “Gateway Metals and the Foundations of American Technology” report, in which we focused on a group of five “Gateway” metals which [...]
  • Through the Gateway: Rio Tinto Partners with Critical Materials Institute (CMI) in Research Partnership to Recover Wide Range of Gateway Metals from Domestic Resources

    For the past few months, the American Resources Policy Network has highlighted the concept of “Gateway Metals” and “Co-Products” in the context of our “Through the Gateway”-campaign.  It would appear that people in government and the business community are taking note:  The Department of Energy’s Critical Materials Institute (CMI) has just announced it will join with global mining and minerals company Rio [...]
  • Through The Gateway: A Look at Gateway Metals, Co-Products and the Foundations of American Technology

    The following is an overview of our “Through the Gateway” informational campaign, in which we outline the importance of Gateway Metals and their Co-Products. Here, we expand on the findings of our “Gateway Metals and the Foundations of American Technology” report, in which we focused on a group of five “Gateway Metals,” which are not only critical to manufacturing and [...]
  • Through the Gateway: A Look at Cadmium

    Most of us have heard of Cadmium as a component of NiCd (Nickel-Cadmium) batteries.  To date, this also happens to be the most frequent use for the metal, accounting for about 85% of the Cadmium consumed globally in 2015. A silvery metal with a bluish surface tinge, Cadmium is corrosion-resistant and its oxides are insoluble in water.  Nearly [...]
  • A Look at Gateway Metal Import Dependence: Copper – 25 Years of Rising Dependence

    If our trip Through the Gateway holds one lesson so far, it’s that old patterns and paradigms are out the window.  Advances in technology and materials sciences have changed the applications for many mainstay metals and are fueling demand.   As we have outlined, the same applies for numerous rare tech metals, which are primarily sourced [...]
  • Through The Gateway – We Have the Reserves, So Why Aren’t We A Copper Net Exporter?

    Over the past few weeks, we’ve taken you on a journey “Through the Gateway.” We have looked at some of the key properties and supply and demand picture for Copper, as well as Copper’s co-products Tellurium, Selenium, Rhenium and Molybdenum.* It has become abundantly clear that Copper is a critical mineral, not just as a stand-alone traditional mainstay metal, but also as a gateway to the (mostly) rare tech metals it [...]
  • Through the Gateway: Molybdenum – “The Most Important Element You Have Never Heard Of?”

    A writer for Gizmodo has dubbed it the “most important element you have never heard of.”  Writes Esther Inglis-Arkell: “Molybdenum, with its 42 protons and 54 neutrons, sits right in the middle of the periodic table being completely ignored. It’s not useless. (…) It just doesn’t have that indefinable sexiness about it.” Inglis-Arkell explains Molybdenum’s biochemical relevance: Taken [...]

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