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American Resources Policy Network
Promoting the development of American mineral resources.
  • resource dependency

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  • Is Lithium the New Black?

    At a time when mineral commodities have been slumping, one material is proving to be the exception to the rule, leading many to hail lithium as a rare bright spot for miners, amid cratering prices of raw materials tied to heavy industry such as iron ore to coal.”

     Via our friend Simon Moores, managing director of Benchmark Minerals and lead expert on the supply chain for batteries, we came across a solid analysis of minerals in clean car technology.  Bloomberg’s Liam Denning discusses the role of lithium as one of the key minerals at the heart of 21st Century battery technology fueling electric vehicles as well as portable devices and power storage.

    Contrasting lithium’s story with that of two other once promising metals, palladium and uranium, Denning outlines lithium’s rise to stardom, appeal and potential staying power.  His verdict – lithium is a mineral worth watching:

    “Rising demand that is largely indifferent to price, combined with lagging supply, is what commodity bulls dream of. This underpinned the boom in palladium, as well as the recent bull markets in oil and copper. It looks like lithium’s turn is coming.”

    With Tesla’s new Gigafactory slated to open soon, and other battery makers expanding their plants, chances are, he is right.

    Says Simon Moores:

    “[New supply from all lithium sources] will have a critical role to play in sourcing lithium for the battery supply chain. As things stands, there will not be enough lithium to supply the battery megafactories coming onstream.”

    With the net import reliance on foreign supplies of lithium hovering at more than 60% according to USGS estimates, this challenge will most certainly affect U.S. battery makers and downstream domestic industries.

    Click here to read the full piece.

    Click here to keep tabs on Simon Moore’s analysis of critical metals and minerals.

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  • McGroarty before U.S. Senate Committee: “Increased Resource Dependence Jeopardizes U.S. Economic Strength and Manufacturing Might”

    In his testimony before the U.S. Senate Committee on Energy and Natural Resources on “the Near-Term Outlook for Energy and Commodities Markets” last week, ARPN Principal Daniel McGroarty argues that while in the long-run, the market is self-corrective, there are certain actions that should be taken while we wait for that long-run to arrive if the U.S. wants to regain its economic strength and manufacturing might.

    McGroarty points to the risks associated with our growing – and largely self-inflicted – dependence on foreign-sourced minerals and metals which have “implications for the strength of the American economic recovery, for the revival of U.S. manufacturing might, and for the hoped-for dominance of U.S. ingenuity and enterprise in the advanced technology applications that we know are shaping the world of the 21s Century.”

    He argues that if the United States continues down the current path of reducing exploration spending while prolonging the already onerous permitting process for mining projects, resource development, and with that associated manufacturing, will move elsewhere.

    Outlining several helpful first steps to mitigate these risks, including Sen. Lisa Murkowski’s (R-Alaska) American Mineral Security Act, he concludes:

    “I don’t think there’s another nation in the world that can match American ingenuity.  We can pioneer the ideas behind wind and solar and so much else – but where will the materials that make these new energy sources real – where will they come from?

    How we answer that question will determine to a large extent whether the U.S. can regain its manufacturing might…  Whether America will lead the alternative energy revolution…  And whether the U.S. will have the metals and minerals we need to provide the modern military technology we depend on.” 

    Click here to read the full written testimony.

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  • U.S. Mineral Resource Dependency Continues to Spell Trouble

    For children, it’s the arrival of the first snow each year – for policy wonks, it’s the release of an annual study.  Whereas kids run to check the window multiple times a day once snow has been forecast, policy wonks continuously check for updates on the release of that study when it’s that time of [...]
  • Food for thought for world leaders discussing climate change

    This week, world leaders are gathering in Paris to push for an agreement on climate change, which could spell the end of the fossil era, and ring in the age of post-carbon technology.  In a recent piece for the New York Times, David S. Abraham points to an important, yet oft-ignored paradox: “(…) even as our leaders [...]
  • Will the U.S. Congress take on resource development regulatory reform?

    Those of us who follow how public policy impacts private-sector efforts to develop domestic mineral resources need to tune in to the current Capitol Hill debate on jobs and economic growth. Senator Dean Heller (R-NV) recently introduced the Public Lands Job Creation Act, a bill that he says “will streamline the permitting process for energy [...]
  • China again tightens REE exports; Japan seeks to diversify supply base.

    Worried about China’s ongoing rare earths stranglehold and further cutbacks of exports, Japan looks to diversify its rare earths supply basis. While a delegation of Japanese business leaders recently urged China to ensure a stable supply to Japan, the Japanese government is stepping up its efforts to find alternative sources for the sought-after commodity. In [...]
  • 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 [...]
  • The case for cobalt: Why America should pay attention to this critical metal

    In an interview with The Critical Metals Report, analyst Rick Mills shares his thoughts on how cobalt is the “king of critical metals.” Increasingly indispensable as an industrial metal, in the development of green technologies, and in various critical defense applications, cobalt is one of only four metals or element groups to make all three recently [...]
  • Rare earths and beyond: China is shaping India’s mineral policy

    In today’s globalized world, it doesn’t take a seat at the decision-making table for one nation to influence another’s domestic policies – a near-monopoly on critical mineral resources will do.  A case in point is India, which, after a seven-year hiatus, is expanding its indigenous Rare Earth Element (REE) production over growing concerns that China [...]
  • Aware the days of its near-monopoly are numbered, China leverages REE stranglehold to lure foreign business

    The New York Times’ Keith Bradshear has taken a closer look at foreign manufacturers moving their production sites into China in an effort to mitigate reduced access to and increased cost for REEs – a development we covered on our blog here and here. The article underscores that rather than acting out of environmental concerns, [...]

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