American Resources Policy Network
Promoting the development of American mineral resources.
  • Does Elon Musk Know Where His Giga-Metals Will Come From?

    ARPN followers are well-versed on the dangers of foreign resource dependency – a concern highlighted by Tesla Motors’ announcement earlier this year that the EV manufacturer will build a massive Giga-Factory in the American Southwest, with the goal of doubling global EV battery output by 2020. As ARPN’ers know, the next question is: Where will all the metals and minerals come from?

    That question and more is answered in a new report co-authored by ARPN Expert Simon Moores LINK and his colleagues at Industrial Minerals Data.

    As Simon writes:

    “Does Elon Musk really know where Tesla Motors’ battery grade graphite comes from?

    The chances are no, and neither do the sellers as the spotlight intensifies on the sourcing of critical minerals and metals that will fuel the new age battery economy

    Tesla Motors’ CEO Elon Musk was forced to defend the company’s sourcing of graphite used in its electric vehicle (EV) batteries following a Bloomberg article in February linking the company to controversial graphite mining in China.

    The link between Tesla – the US’ most high profile electric vehicle (EV) manufacturer – and environmentally damaging practices as far upstream as the mine seems harsh but is becoming unavoidable for large public companies.

    In reaction to the story, Musk took to Twitter to explain that the company’s graphite was sourced in Japan and was mined on a “clean way”. But that didn’t really tell the whole story.

    In fact, Japan does not operate any graphite mines. It sources all of its product from China.”

    Read the full article @ data.indmin.com/Tesla

  • What are China’s intentions for its graphite production?

    The following is a guest post by American Resources expert Simon Moores.

    Wide-reaching controls on China’s natural resources continue to be at the forefront of its shift to a high value economy.

    Already industries like rare earths and phosphate fertilizer are tightly controlled by government-forced regulation. The question remains whether graphite – the 9th most critical raw material according to the British Geological Survey – is headed for the same fate.

    Natural flake graphite is used as a key component in all battery technologies, the batteries that will power a shift to electric vehicles and the batteries we all rely on for mobile technology today. China controls 70% of supply while the USA has no active production. In fact, the whole of North America only produces 3% of the world’s flake graphite from one mine in Quebec, Canada.

    Buyers of graphite – which are predominately steel refractory manufacturers – have become over-reliant on cheap product from China, but those days appear to be over as the country looks towards limiting low value exports in favour of high value domestic manufacturing.

    Common restrictions the Chinese government has imposed on its miners include:

      • Closure of smaller mining pits under 20,000 tonnes/year to encourage larger pits and economies of scale
      • Closure of older, inefficient processing plants
      • Installation of plants capable of producing value added products such as spherical graphite
      • Redirection of raw flake graphite material to these value-added plants and away from exports
      • Potential for an export quota system such as in the magnesia and fluorspar industries in the past
      • Heavier taxes for exports of raw flake graphite material

    If even some of these come to fruition in the future, the global graphite supply landscape could look very different.

    Download a presentation on the subject here.

    For companies and countries used to counting on China for a relatively cheap and reliable graphite supply, Moore’s assessment is a warning sign that future supply may be far less certain.

  • Lithium Supply & Markets Conference held this week

    Industrial Minerals, the London-based intellectual home of one of our experts, Simon Moores, is hosting a conference on Lithium Supply & Markets in Las Vegas this week. Over the past few years, Lithium has seen increased attention due to its relevance in battery technology. Lithium Carbonate is a key component in the manufacture of Lithium-Ion [...]
  • As graphite demand increases, geopolitical dimension becomes more apparent

    ProEdgeWire’s Graphite and Graphene Weekly Review sees surging demand for graphite and its derivative graphene, not least because of their important role in battery technology, where graphite continues to be a traditional component, while graphene is considered a major factor in future generation batteries. Recent reports of aircraft batteries catching fire won’t change that – [...]
  • EV uncertainty dominates discussion at Graphite Conference – Part 2

    This is the second of a two-part post by American Resources Expert Simon Moores and his Industrial Minerals colleague, Andy Miller. Read Part One here.   2013 rebound after poor year 2012 has been a poor year for graphite demand. Trading activity has been sapped out of the industry since September with little sign of [...]
  • EV uncertainty dominates discussion at Graphite Conference – Part 1

    This is the first of a two-part post by American Resources Expert Simon Moores and his Industrial Minerals colleague, Andy Miller. Check back tomorrow for Part Two. The future for electric vehicle (EV) batteries dominated discussion at Industrial Minerals 2nd Graphite Conference in London last week, despite being only the fourth largest market for the [...]
  • 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 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 [...]
  • China Opens Rare Earth Trading Platform

    News of China opening its first rare earths spot trading platform has reached us via IndustrialMinerals (IndMin), the London-based publishing and research house focusing on non-metallic minerals pricing and business information, and intellectual home for Simon Moores, the latest addition to the American Resources expert panel. Here’s how IndMin’s Laura Syrett breaks down the news [...]
  • American Resources panel of experts continues to grow

    We’re excited to announce the latest addition to the American Resources panel of issue experts. Simon Moores is manager of the data department at London-based publishing and research house, Industrial Minerals (indmin.com), the world’s leading source for non-metallic minerals pricing and business information. His areas of expertise include global supply and demand issues for strategic [...]