American Resources Policy Network
Promoting the development of American mineral resources.
  • American Resources experts to speak at international graphite conference

    American Resources Principal Daniel McGroarty will speak alongside fellow American Resources expert and Manager for Industrial Minerals Data, Simon Moores, at Industrial Minerals’ 2nd Graphite Conference 2012 in early December.

    In light of its traditional uses, its importance for the new Li-ion technology, and the ostensibly endless potential applications for the “new super material graphene,” the international graphite market has seen a boom in recent years. However, with China not only dominating global graphite supply but also holding all of the spherical graphite processing technology, supply issues loom large.

    The event, which will take place on Dec. 5 and 6 in London, reflects the growing relevance of graphite, and will address questions “surrounding whether or not graphite can fulfill its predicted potential as one of the most lucrative and highly used minerals of the next decade.”

    Click here for more information on the 2nd Graphite Conference 2012.

  • Tungsten and Fluorspar – strategic implications of mineral resource supply issues stretch beyond REEs

    You wouldn’t necessarily expect to find Tungsten and Fluorspar mentioned in the same sentence as “Rare Earth Metals.” With its traditional applications in ballistics, the former is historically known as a “war metal,” while the latter has been an important component for chemical applications. And in spite of the fact that Tungsten makes the top tier of the American Resources Risk Pyramid in our Critical Metals Report, we don’t immediately think of supply concerns akin to the recent Rare Earths shortage.

    However, as Analyst Ken Chernin explains in an interview with The Critical Metals Report, both Tungsten and Fluorspar display characteristics and supply scenarios that evoke parallels with Rare Earths Elements, with China once again playing a key role here.

    Says Chernin:

    Tungsten, when I first looked at it, read like a rare earth elements (REEs) story in that 86% of global supply came from China. In REEs, it’s around 95%. The Chinese government seems determined to restrict exports because it has made a significant investment in downstream, higher-margin industries using tungsten. Therefore, it is determined to keep what resources it has for itself.

    As for Fluorspar, Chernin expects China, which has the purest Fluorspar and is the world’s largest Fluorspar producer according to USGS estimates, to become a net importer of the mineral in the near future.

    Coupled with recent reports that Graphite is gaining in strategic importance, developments with Tungsten and Fluorspar show that resource policy cannot occur in a vacuum and that the strategic implications of mineral resource supply issues stretch far beyond the now often-discussed Rare Earths story.

  • “The New Black”? New study examines graphite’s potential

    Graphite’s uses have long been diverse, but, according to the experts at Industrial Minerals Data, the “emergence of the Li-ion battery era” – with Li-ion technology being key to our everyday portable electronic gadgets – has the “potential to turn the industry on its head.” Coupled with the ostensibly endless potential applications for the “new [...]
  • Supply crunch may loom for Graphite

    In an article this week, Resource Investing News is asking: “Will the U.S. Produce Graphite?” As the piece points out, with China producing roughly 80 percent of global graphite output, and the U.S. not producing the metal in spite of the fact it is considered a critical mineral, “it is imperative that the US find [...]