American Resources Policy Network
Promoting the development of American mineral resources.
  • 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 batteries, the batteries “that have been chosen to power the next generation of electric vehicles.”

    Speakers at the event, which kicked off yesterday and wraps up on January 31, include industry representatives and other experts from the United Kingdom, the United States, Australia, Canada, Argentina, Peru, Chile and China.

    While Lithium presently only makes the watch list of the American Resources Risk Pyramid, chances are this may change. With the United States being more than 80 percent reliant on foreign Lithium imports to meet domestic manufacturing needs, keeping a close eye on market and supply outlook is not only a good idea – it’s a necessity.

    To learn more about the conference click here.

  • As graphite demand increases, geopolitical dimension becomes more apparent

    ProEdgeWire’s Graphite and Graphene Weekly Review sees surging demand for graphite and its derivative graphene, not least because of their important role in battery technology, where graphite continues to be a traditional component, while graphene is considered a major factor in future generation batteries. Recent reports of aircraft batteries catching fire won’t change that – as ProEdgeWire’s Allesandro Bruni points out: “for all the gloom experienced by the Boeing, the solution to its problem will be found and it will still involve batteries using graphite anodes.”

    Corresponding with ProEdgeWire’s findings, a new USGS report on graphite outlines increases in both U.S. domestic graphite demand and prices paid for the material. Gross domestic imports of graphite for consumption rose by more than 7 percent from 2010 to 2011.

    While demand is increasing, China, which not only dominates a large share of global graphite supply but also holds all of the spherical graphite processing technology, is pushing to regulate its graphite industry and – very similar to the Rare Earths situation – is in a position to engage in geopolitical powerplays in this field. In this case, however, the saving grace may be that with graphite and graphene, the rest of the world still has a few years left to correct the problem if it places an emphasis on supply diversity now.

    If you’d like to learn more about the relevance of graphite and why graphene may just be the “new black,” check out American Resources expert Simon Moores’s study titled “The Natural Graphite Report 2012.” The report by Moores, a London-based graphite market specialist with Industrial Minerals, reviews “every major graphite producing company around the world, building from the bottom up data and analysis of the industry. It also contains a focus on the commercialisation of graphene, its production and demand potential.”

  • EV uncertainty dominates discussion at Graphite Conference – Part 2

    This is the second of a two-part post by American Resources Expert Simon Moores and his Industrial Minerals colleague, Andy Miller. Read Part One here.   2013 rebound after poor year 2012 has been a poor year for graphite demand. Trading activity has been sapped out of the industry since September with little sign of [...]
  • EV uncertainty dominates discussion at Graphite Conference – Part 1

    This is the first of a two-part post by American Resources Expert Simon Moores and his Industrial Minerals colleague, Andy Miller. Check back tomorrow for Part Two. The future for electric vehicle (EV) batteries dominated discussion at Industrial Minerals 2nd Graphite Conference in London last week, despite being only the fourth largest market for the [...]
  • American Resources experts to speak at international graphite conference

    American Resources Principal Daniel McGroarty will speak alongside fellow American Resources expert and Manager for Industrial Minerals Data, Simon Moores, at Industrial Minerals’ 2nd Graphite Conference 2012 in early December. In light of its traditional uses, its importance for the new Li-ion technology, and the ostensibly endless potential applications for the “new super material graphene,” [...]
  • “The New Black”? New study examines graphite’s potential

    Graphite’s uses have long been diverse, but, according to the experts at Industrial Minerals Data, the “emergence of the Li-ion battery era” – with Li-ion technology being key to our everyday portable electronic gadgets – has the “potential to turn the industry on its head.” Coupled with the ostensibly endless potential applications for the “new [...]
  • China Opens Rare Earth Trading Platform

    News of China opening its first rare earths spot trading platform has reached us via IndustrialMinerals (IndMin), the London-based publishing and research house focusing on non-metallic minerals pricing and business information, and intellectual home for Simon Moores, the latest addition to the American Resources expert panel. Here’s how IndMin’s Laura Syrett breaks down the news [...]
  • American Resources panel of experts continues to grow

    We’re excited to announce the latest addition to the American Resources panel of issue experts. Simon Moores is manager of the data department at London-based publishing and research house, Industrial Minerals (indmin.com), the world’s leading source for non-metallic minerals pricing and business information. His areas of expertise include global supply and demand issues for strategic [...]
  • Smuggled Metals and Surety of Supply

    For some time now, quiet talk in the corners of metals conferences has turned to the question of Chinese metals smuggling, with the rare earths as Exhibit A. How extensive is REE smuggling? Simon Moores of Industrial Minerals, writing from the Industrial Minerals Congress & Exhibition (IM21) in Budapest, Hungary reports that: “Western consumers of [...]