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American Resources Policy Network
Promoting the development of American mineral resources.
  • Supply Chain Timelines Warrant Comprehensive Policy Approach – A Look at Lithium

    In case you haven’t noticed, EV battery technology is the new black.

    With Lithium being one of the key metals driving this technology, our friends at Benchmark Mineral Intelligence have looked at the material’s supply chain – and the time it takes to develop the respective components of it.

    As Simon Moores, managing director at Benchmark Mineral Intelligence and member of the ARPN panel of experts, captioned the graphic below in a recent tweet: “The three parts of the lithium ion battery supply chain live in different worlds. Lithium suppliers need to stay well ahead of the demand curve … at the moment they are behind.”

    The chart serves as a great reminder of why resource policy can’t occur in a vacuum – and why it is crucial for policy makers to think strategically and comprehensively.

    Thankfully, the U.S., which has long had the dubious honor of having one of the lengthiest permitting processes for mining projects among the leading mining nations, has embarked on a quest to streamline the policies hampering the responsible development of our nation’s mineral riches. As friends of ARPN know well, U.S. competitiveness and national security are at stake.

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  • Materials Science Profiles of Progress: CMI Expands Collaborative Research Focus to Include Lithium and Cobalt

    The Critical Materials Institute (CMI), a Department of Energy research hub under the auspices of Ames Laboratory, is expanding its research on tech metals “as rapid growth in electric vehicles drives demand for lithium, cobalt.”

    According to a recent Ames Lab press release, the Institute will focus on maximizing the efficiency of processing, usage and recycling of Lithium and Cobalt starting this summer.

    Says CMI Director Alex King:

    “The global tech economy is heating up, and we’re likely to see high demand for a growing number of materials. We are trying to anticipate possible short-term supply issues through specifically targeted research and industry partnerships.”

    Since the research hub’s launch in 2013, it has engaged in 36 separate collaborative projects, most of which were initially focused on REEs.  CMI points out that while REEs will remain a key focal area, there is good reason to look beyond:

     “Other key manufacturing material supplies are in need of the Hub’s fast-moving collaborative approach. Research from National Laboratories and academic institutions is combined with engineering know-how from manufacturers, economic analyses, and assistance from AI and machine learning to rapidly find solutions to domestic shortages of manufacturing materials.

    The list of materials under CMI’s scrutiny has expanded to include not only lithium and cobalt, but also manganese, vanadium, gallium, indium, tellurium, platinum group metals, and graphite.”

    The advances of material science, which will yield new battery, solar cell and fuel cell technologies, will continue to drive demand for these materials.  CMI Deputy Director Rod Eggert points to associated possible supply challenges, and specifically the Co-Product challenge ARPN has recently outlined in a new report. Says Eggert:

    “These [materials] present possible supply challenges for a number of reasons.  Some of them are produced in small quantity as by-products of other mining processes; some are subject to unstable geopolitical conditions.” 

    In its research efforts, CMI relies on collaboration with academia as well as the private sector – an approach that has already yielded some great breakthroughs, several of which we have featured in our “Materials Science Profiles of Progress” series on the ARPN blog.

    To learn more about the above-referenced Co-Product challenge, read ARPN’s most recent report entitled “Through the Gateway. A Look at how Gateway Metals and their Co-Products Underpin Modern Technology”

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  • Benchmark Mineral Intelligence’s World Tour Returns to U.S. this May

    Our friends from Benchmark Mineral Intelligence – formidable experts when it comes to battery tech and the mineral resources driving it – are returning to the U.S. in May for another round of their World Tour. This year’s tour will “focus on the supply chains for the next generation of battery technologies,” and seek to [...]
  • 2018 – A Tipping Point For U.S. Resource Policy and Related Industries?

    The following is a guest post by ARPN expert panel member Chris Berry, Founder, House Mountain Partners. His expertise focuses on, but is not limited to, energy metals including Lithium, Cobalt, Graphite, Vanadium and Rare Earths. The Executive Order recently signed by President Trump to prioritize domestic natural resource development couldn’t have come at a [...]
  • Lithium – A Material “Coming of Age” is Case in Point for Mineral Resource Policy Reform

    As we have outlined, last month’s executive order on critical minerals could have far-reaching implications for our national security and economic wellbeing.  If you needed a case in point – look no further than Lithium. One of the hottest commodities of the day, Lithium, as ARPN expert panel member and managing director of Benchmark Mineral [...]
  • Moores’ Law: The Rise of Lithium Ion Battery Megafactories and What it Means for Critical Mineral Resource Supply

    Earlier this month, Simon Moores, Managing Director of Benchmark Mineral Intelligence and member of the ARPN panel of experts testified before the full U.S. Senate Energy Committee on opportunities and risks in the energy storage supply chain.   We’re titling his observations as Moores’ Law — which is his for the taking, given the placement [...]
  • Senate Energy Committee Zeroes in on Energy Storage Revolution – Where Will the Battery Megafactories Get the Minerals and Metals They Need?

    Just last week, we highlighted the surge in EV technology and its implications for mineral resource supply and demand.  A timely subject – as evidenced by the fact that the U.S. Senate Committee on Energy held a “Full Committee Hearing “to Examine Energy Storage Technologies” this week. Simon Moores, Managing Director of Benchmark Mineral Intelligence [...]
  • The Surge of EV Technology and Implications for Mineral Resource Supply and Demand

    You may have caught Elon Musk’s exchange with Daimler on Twitter over investment in EV technology earlier this week. Vacuum giant Dyson has also tossed its hat into the ring announcing that it will spend $2.7 billion to develop an electric car. The headlines are piling up, and it’s no longer a secret that demand [...]
  • China Jockeys for Pole Position in EV Industry

    ARPN followers know it’s the elephant in the room. China. Already vast and resource-rich, the country has demonstrated an insatiable appetite for the world’s mineral resources and has pursued an aggressive strategy to gain access to the materials needed to meet the world’s largest population’s resource needs. Thus, it comes as no surprise that China [...]
  • Lithium – A Case In Point for Mining Policy Reform

    In a recent op-ed for the Reno Gazette Journal, professor emeritus of mining engineering at the University of Nevada, Reno, Jaak Daemen makes the case for comprehensive mining policy reform.   Citing the arrival of electric vehicles in which “battery technology is catching up with the hype,” he cautions that benefits benefits associated with the [...]

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