American Resources Policy Network
Promoting the development of American mineral resources.
  • Podcast: ARPN’s Dan McGroarty Discusses U.S.-Chinese Trade Tensions Over REEs

    As the world looks towards Osaka, Japan, where world leaders will gather for the 2019 G20 Summit and Ministerial meetings later this week, former Missouri Speaker of the House Tim Jones discusses the current trade conflict between the United States and China and the implications of the looming supply disruptions for U.S. domestic industries as China considers playing the Rare Earths card.

    On the show, McGroarty makes clear that we have entered a new dimension of warfare:

    “There was never a time in which the United States was equipping its military with materials that were being sold to us by the Soviets. (…) This is a very unusual situation we’re in with China. (…) These are the metals and minerals of the 21st Century. These are the tech metals that we need as a society. (..) The trade war… we might solve that. But underneath the trade war, there’s a tech war going on, and I don’t think we’ve even begun to realize that.”

    Originally aired on 6-23-19, the segment of the Tim Jones Show is available via podcast here.

  • Global Times: REE Supply Restrictions Likely for U.S. Military Equipment Firms

    The specter of China playing the “rare earths card” is looming larger this week.  

    According to the Global Times’s twitter feed, U.S. military equipment firms will likely face restrictions of Chinese Rare Earth supplies in the near future, as China’s economic planners will “study and roll out policies on rare earths as soon as possible.”    

    The Global Times is an English language newspaper published by the Communist Party of China’s publication People’s Daily.

    As followers of ARPN well know, China has a near-total supply monopoly on rare earths, which are key components of a wide range of applications ranging from household gadgets over hi-tech military equipment to renewable energy technology. 

    In recent months, trade tensions between the United States and China have deepened leading observers to sound the alarm, because the lack of domestic REE sources has created a serious strategy vulnerability vis-à-vis our adversaries, as underscored by the 2010 decision by China to cut of REE exports to Japan. 

    While some observers dismiss the looming threat of a Chinese REE supply embargo and cite a diversification of sources over the course of the past decade – including the Mountain Pass mine in California – which have reduced China’s supply monopoly to 77 percent, ARPN expert panel member and president and founder of public affairs firm J.A. Green & Company, points out via Twitter that 

    “Citing the decrease to 71% Chinese production ignores other parts of the supply chain. We should break down reliance on China for #REE metal, alloy and magnets to be a useful statistic.”

    He further cautions that “[t]o rely on ‘market forces’ to take care of the issue is dangerously naïve from a national security perspective. This is not a case of free trade, but rather Chinese market manipulation (as validated by the WTO ruling).”

    Green concludes:

    “Mountain Pass is a valuable resource, but is not a comprehensive solution. It is still reliant on the Chinese, it does not move past the concentrate phase of the supply chain, and is lacking in heavy REEs.”

    Thankfully, there are indications that our policy makers appear to awaken to the seriousness of the situation, and the just-released critical minerals strategy report by the U.S. Department of Commerce acknowledges that “If China or Russia were to stop exports to the United States and its allies for a prolonged period — similar to China’s rare earths embargo in 2010 — an extended supply disruption could cause significant shocks throughout U.S. and foreign critical mineral supply chains.”

    The strategy contains many helpful recommendations, including mine permitting reform, and coupled with pending legislation in Congress, could provide a good framework for alleviating the United States’ mineral resource supply vulnerabilities. 
  • ARPN’s McGroarty Quoted in Daily Caller Piece on the Specter of China Playing the “Rare Earths Card”

    Reporting for the Daily Caller, Michael Bastasch zeroes in on what has once again become a hot button issue – Rare Earth Elements (REEs) in the context of trade relations, as reported Chinese threats to “escalate its trade dispute with the Trump administration to include rare earth minerals has, once again, shined a spotlight on U.S. [...]
  • While Some Reforms Fizzled, Enacted NDAA Contains Potentially Precedent-Setting REE Sourcing Provision

    As we have noted, the recently-signed John S. McCain (may he rest in peace) National Defense Authorization Act for Fiscal Year 2019 (H.R. 5515), stands as a missed opportunity to enact several meaningful mineral resource policy reforms. Nonetheless, one provision of the signed legislation marks an important development for the realm of resource policy – [...]
  • “Materials Science Profiles of Progress” – REE Extraction From Coal

    In the fairy tale realm, Rumpelstilskin was able to turn straw into gold. Meanwhile, in the real world, as part of our feature series “Materials Science Profiles of Progress,” we’re taking a closer look at a recently-announced research partnership that may not be able to turn straw into gold, but promises to extract precious Rare [...]
  • Critical Materials Institute Meets “Stretch Goal” to Produce REE Magnet Domestically

    Meeting one of its “stretch goal[s] to demonstrate that rare-earth magnets could be produced from mine to manufacturer, here in the United States,” the Critical Materials Institute (CMI) a U.S. Department of Energy Innovation Hub, has announced that the has fabricated magnets made entirely of domestically sourced and refined REEs.  This success was achieved in [...]
  • Japan Pursuing Long-Term Critical Mineral Strategy in Kazakhstan

    In an effort to secure ongoing access to Rare Earths (REEs) for its domestic industries, Japan, which in geological terms does not have much of a resource profile, has entered into a series of cooperative agreements with Kazakhstan, a nation quickly ascending into the league of top REE suppliers in the world. The latest one [...]
  • American Resources Policy Network announces new Advisor on Advanced Materials

    Investment Intelligence Site Head Assumes Expanded Role Within ARPN WASHINGTON, D.C. — The American Resources Policy Network has
 announced that Tracy Weslosky, Publisher and Editor-in-Chief for InvestorIntel, a global investment source for the resource, energy and technology sectors, and a member of the American Resources Policy Network panel of experts, will expand her role at [...]
  • The OPEC of Rare Earths – China’s Resource Stranglehold and its National Security Implications

    In his latest column for Real Clear World, American Resources Principal Daniel McGroarty zeros in on China’s dominance of the Rare Earths market. Invoking lopsided production numbers – in spite of international efforts to develop Rare Earths outside of China, China’s supply monopoly still hovers at 95 percent – McGroarty likens China’s REE control to [...]
  • Terminology matters – Clearing up the REE confusion

    As they are a hot commodity right now, talking about Rare Earths Elements is en vogue these days. As fascinating as they are, the terminology associated with this group of minerals composed of the fifteen lanthanoid elements plus Scandium and Yttrium remains confusing to many. To clarify things, American Resources expert and Technology Metals Research [...]