American Resources Policy Network
Promoting the development of American mineral resources.
  • Lithium becoming more critical as China pursues “new energy car” strategy

    As if to confirm Robin Bromby’s recent assessment that “the Lithium story [was] getting stronger,” there have been media announcements that China will be subsidizing purchases of electric (and hydrogen) cars sold between now and 2015 to the tune of roughly $9,800. China’s reported goal of putting five million “new energy cars” on the road by 2020 has major implications for Lithium’s supply and demand, as lithium-ion batteries are key components of these “new energy cars,” putting China into a conundrum. Says Bromby in his latest Lithium-focused piece for Investor Intel:

    “The problem for China is that it is already the world’s largest consumer of lithium but its own deposits amount to just 9% of known world resources of the mineral. Yet it is obvious that Beijing can see that China’s demand is going to become even greater and they will need more and more lithium.”

    It’s a story to be watched. Bromby quotes Canadian mineral exploration and development company Rodinia Lithium.

    “Rodinia’s view: The lithium bonanza may just be starting. The green-car revolution could make lithium one of the planet’s most strategic commodities.”

    Stay tuned.

  • Lithium’s critical mineral status to be elevated?

    Due to its relevance in battery technology — with Lithium Carbonate being a key component of Lithium-ion batteries — Lithium has received increased attention (though not always positive) in recent years.

    While the mineral presently only makes the “Watch List” of the American Resources Policy Network’s Risk Pyramid, InvestorIntel’s Robin Bromby sees the Lithium story getting “stronger as China and Japan nail down suppliers.” In his latest piece, he gives a great glimpse into the global scramble:

    • While the Lithium-ion battery has become indispensable for hybrid vehicles, there is also surging demand from other technologies, including electrical grid storage, tablets, power tools, cell phones, and computers.
    • A new series of U.S. Navy mini-submarines designed to transport troops approaching to mission areas by sea will be equipped with these batteries, which are also already in use for unmanned aircraft.
    • China, already the world’s largest consumer with large reserves of its own is tying up foreign supply through deals with international mining companies, most recently Canadian ones.
    • Electronics powerhouse Japan is also looking to secure supplies for its domestic industries, and Toyota Tsusho has entered into a partnership with an Argentinian company.
    • South America, which has also seen increased interest from European nations, with an agreement having been inked between the Netherlands and Bolivia, will remain a key player in the Lithium sphere, as it is considered to be the home to more than half of the world’s Lithium resources.

    Conspicuously absent from this impressive lineup of international players involved is the United States. Our degree of import dependence may have dropped since 2011, but it is still greater than 70 percent. For the sake of our domestic manufacturers relying on Lithium for their products, we would be advised to keep a close eye on developments in this sphere.

  • 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 [...]
  • Lithium, a conflict mineral?

    As we mark Lithium Month, a piece in the online journal ChinaDialogue.net highlights the geo-politics of lithium mining, with a full dollop of irony that our green-tech dreams — read, lithium ion batteries — may have their origins in metals that pose considerable environmental challenges as they’re extracted from the earth. The piece pivots on [...]
  • Our Looming Metals Deficiency

    BusinessWeek today reports the findings of a new study by PwC predicting chronic shortages of 14 metals and minerals critical to major industrial sectors ranging from chemicals and  aviation to renewable energy sources like wind and solar power.  Lithium, American Resources’ metal of the month, makes the list.  The report, based on a survey of [...]
  • Happy Lithium Month! – New extraction method to alleviate supply concerns?

    As promised, American Resources is closing out the year with yet another feature month.  After “drilling down” into copper and antimony to highlight the breadth of our mineral needs, we’re making lithium our “metal of the month.” Over the next few weeks, we will showcase lithium’s utilities as well as associated challenges.  Demand for lithium [...]
  • Antimony’s “bright future” spells supply troubles for U.S.

    As Copper Month winds to a close, we’re thrilled to begin Antimony Month, the second part of our three-month informational campaign on copper, antimony, and lithium — American Resources’ way of highlighting how metals and minerals are critical to our economic advancement, quality of life and national security.  All this month we’ll be featuring stories [...]
  • Rare Metals Users Expand Focus Beyond Rare Earths

    Avalon Rare Metals Inc., a mineral exploration and development company primarily focused on rare earth deposits in Canada, is broadening its scope following a request from an “unnamed international industrial minerals company.” According to a press release issued by the company on October 20th, Avalon may partner with the international company to develop minerals on [...]
  • American Resources Policy Network Launches Informational Campaign on Copper, Antimony, and Lithium

    CopperMatters.org Shows that Resource Dependency goes beyond Rare Earth Elements Washington, D.C. – The American Resources Policy Network announced today that it would expand on its messaging in favor of exploring the available non-fuel resources in America by launching a campaign for copper, antimony, and lithium – elements readily available in the country, yet not [...]
  • Ready for a “Lithium” OPEC?

    Buried in a piece at Mining.com about South Korea and Bolivia’s joint-venture to develop the latter nation’s significant lithium reserves – critical to lithium-ion batteries used in cell phones, laptops and electric cars – is this comment from Argentinean officials: Argentina is promoting the idea of an OPEC-like cartel for itself, Bolivia and Chile – [...]