On November 9, 2021, the U.S. Geological Survey announced it is seeking public comment, on a draft revised list of critical minerals.  The revised list is the latest development in a broader move towards a more comprehensive mineral resource policy on the part of the U.S. Government — a long-overdue shift that began to gain steam in (…) more

Against the backdrop of the accelerating global push towards a low carbon energy future, which as followers of ARPN well know will be mineral-intensive, the mining industry — which currently accounts for between 4% and 7% of man-made greenhouse gases according to a McKinsey & Company report — has in recent years taken significant steps (…) more

Canada is currently in the process of positioning itself as “a cornerstone of the North American battery supply chain,” writes James Frith in a recent piece for Bloomberg. Pointing to two battery cell manufacturers choosing Canada as a future site of operation —UK-headquartered Britishvolt and Canadian-headquartered Stromvolt — Frith argues that “Canada is now on course to create (…) more

The toilet paper shortage of 2020 may be a thing of the past – or perhaps an annual event… –  but roughly a year and half since the beginning of the coronavirus pandemic, consumers continue to feel the pinch of supply chain challenges across all industry sectors.  For ARPN, with due appreciation of the dislocations and the (…) more

As the global push towards a carbon neutral future accelerates, it is also becoming increasingly clear that the green energy shift will be mineral intensive, as a score of critical metals and minerals underpin 21st Century green energy technology. It’s not too much to say that shifting green depends on a revolution in materials science. (…) more

As the global battery arms race continues to heat up amidst surging demand for EV battery technology and energy storage systems, a recent Financial Times piece explores the themes of urban mining and closed-loop solutions to increase critical mineral resource supply. The piece outlines a significant challenge with regards to today’s critical mineral resource supply (…) more

A Look at how Gateway Metals and their Co-Products Underpin Modern Technology Our Technology Age is driven by a revolution in materials science – a rapidly accelerating effort that is unlocking the potential of scores of metals and minerals long known but seldom utilized in our tools and technologies.  This report attempts to provide snapshots (…) more

Via our friend and ARPN expert Simon Moores’ Twitter feed, we came across a three-part must-read series for Bloomberg View, in which author and policy expert David S. Abraham discusses the role of rare earths in today’s increasingly high-tech world.   Perhaps most interestingly, Abraham clarifies a common misconception in part two of the series: “Although (…) more

Whether it’s from our mothers or from Mick Jagger, most of us learn somewhere along the line that “you can’t always get what you want.” It’s part of a mature approach to life, and – when applied to politics – is the precursor to reaching deals that, through compromise, find a majority. A rejection of (…) more