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American Resources Policy Network
Promoting the development of American mineral resources.
  • Event Alert: Benchmark Webinar on Lithium Ion Battery, EV and Energy Storage Supply Chain Issues

    Against the backdrop of a new presidential executive order declaring a critical minerals “national emergency” for the United States, Benchmark Mineral Intelligence will host its “Washington DC Summit 2020 – Online” on Tuesday, October 20th, at 1p.m. EST.

    This year’s virtual summit will bring together U.S. Government representatives and industry stakeholders to discuss materials challenges in the realm of lithium ion battery technology, as well as electric vehicle and energy storage supply chains.

    With critical mineral demand expected to skyrocket — a World Bank study earlier this year estimated that production of metals and minerals like graphite, lithium and cobalt will have to increase by nearly 500 percent by 2050 to meet global demand for renewable energy technology — and materials supply chain issues brought to the forefront by the ongoing coronavirus pandemic, the event couldn’t be more timely.

    Keynote speakers include:

      U.S. Senator Lisa Murkowski (R-Alaska), Chairman, Senate Committee on Energy and Natural Resources and one of the few long-standing champions of comprehensive mineral resource policy reform in the U.S. Senate,
      U.S. Senator Joe Manchin (D-West Virginia), Ranking Member, Senate Committee on Energy and Natural Resources, and
      Simon Moores, Managing Director, Benchmark Mineral Intelligence, who is also a member of the American Resources Policy Network panel of experts, and has testified on critical minerals issues before the U.S. Senate Committee on Energy and Natural Resources on several occasions.

    A second panel comprised of industry representatives will round out the event.

    You can register for the event here. It will be free to view live; however only Benchmark Members will have access to a replay of the webinar.

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  • Europe Forges Ahead With Battery Gigafactory Buildout As U.S. Still Struggles to Get Off Starting Block

    The current coronavirus pandemic may have thrown a wrench into the gears of many industries, but — against the backdrop of skyrocketing materials supply needs in the context of the green energy transition — Europe continues to forge ahead with the buildout of its large-scale battery gigafactory capacity. 

    According to London-based Benchmark Mineral Intelligence, whose analysts forecast that at least European 16 plants will be operational by 2030, there have been “some issues with cell producers in Europe struggling to ramp cell production in new facilities to meet demand, but in terms of construction timelines the plants to date have remained on schedule.” 

    With the World Bank forecasting that production of metals and minerals like graphite, lithium and cobalt will have to increase by nearly 500 percent by 2050 to meet global demand for renewable energy technology, this development comes as no surprise.  Growing mineral resource pressures in the context of the low-carbon transition are also prompting global miners to shift their traditional focus, as evidenced most recently by Rio Tinto’s decision to invest almost $200 to move to the next development stage of the lithium-borate Jadar project in Serbia.

    While China continues to hold the pole position as the world’s largest producer of lithium ion batteries, a continuation of the European gigafactory buildout at the above-referenced pace would put Europe at a total annual production capacity of 446 GWh and place the region in second place.  It would also perpetuate the bystander status into which the United States has maneuvered itself in the context of the global battery arms race.

    Earlier this year, Benchmark Mineral Intelligence’s managing director and member of the ARPN panel of experts Simon Moores argued that  

    “[i]n February 2019, there were 70 battery megafactories in the pipeline of which 46 are in China and 5 in the USA. Today there are 136 of these super-sized electric vehicle battery plants in operation or being planned: 101 in China and 8 in the USA. China is building a battery gigafactory (megafactory) at the rate of one every week; the USA at one every four months. In 2019, China produced 72% of the world’s lithium-ion batteries whereas the USA only 9%.”

    Testifying before the U.S. Senate in June of this year, Moores renewed his call for decisive U.S. action by invoking the U.S.’s successful creation of a widespread semiconductor industry in the 1980s:

    “The lead that the USA built in semiconductors and computing power due to companies like Fairchild Semiconductor and Intel Corporation has sustained the USA’s dominance in global computing for over 5 decades.

    Likewise, those who invest in battery capacity and supply chains today are likely to dominate this industry for generations to come.

    It is not too late for the US but action is needed now.”

    While U.S. policymakers are increasingly aware of the urgency of our nation’s critical mineral needs — a case in point being the formation of a bipartisan Critical Materials Caucus in the U.S. House of Representatives late last month) — political calculations in a watershed election year won’t make it easy for reform-minded lawmakers to chance the status quo. 

    However, a look at Europe’s forging ahead with its gigafactory buildout should serve as a reminder that the rest of the world won’t wait for us.

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  • Independence Day 2020 – Critical Mineral Resource Policy in a Watershed Year

    It’s that time of the year again – Independence Day is upon us.  This year, things are different, though. If you’re like us, it kind of snuck up on you, and it took seeing the booths selling fireworks in the parking lots to realize it’s July already.  After all, we just came off the longest month of [...]
  • Experts to U.S. Senators: It’s “Not Too Late for the U.S.” to Secure Mineral Supply Chains Post-COVID, “But Action is Needed Now”

    In a timely hearing before the U.S. Senate Committee on Energy and Natural Resources, witnesses discussed the urgency of securing U.S. mineral supply chains in a post-COVID context.  Committee Chair Sen. Lisa Murkowski (R-Alaska), who has long been an advocate of comprehensive mineral resource policy reform set the stage arguing that “[t]he pandemic has brought [...]
  • Event Alert – This Week: EV Supply Chain Festival 2020

    “Cancelled.”  It’s a word we’ve become all to familiar with in recent week.  Sports.  Concerts.  Conferences.  As a consequence of the current Coronavirus pandemic, we’ve seen a slew of festival cancellations in recent weeks.  Thankfully, 21st Century technology (powered by critical metals and minerals) has made it possible to shift over to virtual get-togethers, and [...]
  • ARPN Expert Panel Member: U.S. Must Turn to Building Out Critical Mineral Supply Chains Securing Both Inputs and Outputs

    Earlier this month, U.S. Senator Lisa Murkowski (R-Alaska), long one of the leaders on Capitol Hill pushing for a comprehensive overhaul of our nation’s mineral resource policy, addressed the challenges of our nation’s over-reliance on foreign – and especially China-sourced critical metals and minerals against the backdrop of the current Coronavirus pandemic in a post [...]
  • New Chart Unveils Supply Chain Weaknesses for Manganese, a Critical Input for EV Technology

    Testifying before the U.S Senate Committee on Energy and Natural Resources in February 2019, ARPN expert panel member and managing director of Benchmark Mineral Intelligence Simon Moores sounded the alarm on the supply chains of metals and minerals that are key components of battery technology and energy storage. Arguing that we were in the middle [...]
  • Lithium: Battery Arms Race Powers R&D Efforts in Quest for Domestic Mineral Resources

    As the “tech wars” gear up and the “battery arms race” shifts in to higher gears, efforts to promote the securing of domestic critical mineral supply chains are not only underway in policy circles in Washington, DC, but in the private sector as well.  Companies including the world’s top diversified miners are intensifying their R&D efforts [...]
  • Against Backdrop of Battery Arms Race, Chemists Receive Nobel Prize for Work on Lithium-Ion Technology

    Critical minerals are a hot button issue.  Materials that long seemed obscure like Rare Earths, Lithium, Cobalt, Graphite, and Nickel have entered the mainstream and are making headlines every day.   Against the backdrop of the ongoing materials science revolution and the intensifying battery arms race, it is only fitting that this month, three pioneers of Lithium-ion battery technology [...]
  • U.S. to Cooperate with Canada and Australia To Encourage Responsible Resource Development for New Energy Technology

    Amidst growing concerns over the availability of metals and minerals underpinning the EV revolution, the United States, Canada and Australia have joined forces to encourage the responsible development of said materials. As the Financial Times reported earlier last week, the US state department and its Canadian and Australian counterparts “will work to help countries discover and [...]

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