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American Resources Policy Network
Promoting the development of American mineral resources.
  • Pentagon: First Ever National Defense Strategy More than an “Aspirational” Document – Setting Stage for Concrete Steps

    As followers of ARPN well know, too often in Washington, DC, strategy documents released by the government are not much more than “aspirational” statements postulating lofty goals with little substance.

    Having released its first-ever National Defense Industrial Strategy (NDIS), Defense Department representatives are adamant that in light of the urgency of the situation, things are different.

    The NDIS, they said at the official on-the-record press briefing, “is more than just an aspirational document. It outlines a strategic vision for what we need to meet our war fighters’ needs,” and will be followed up with a “detailed classified implementation plan with near-term, measurable actions and metrics to gauge progress.”

    Four long-term strategic priorities serve as “guiding beacons for industrial action and resource prioritization in support of development of this modernized defense industrial ecosystem.” According to DoD’s fact sheet on the NDIS

    1. Resilient supply chains (…) can securely produce the products, services and technologies needed now and in the future at speed, scale, and cost.
    2. Workforce readiness will provide for a sufficiently skilled, and staffed workforce that is diverse and representative of America.
    3. Flexible acquisition will lead to the development of strategies that strive for dynamic capabilities while balancing efficiency, maintainability, customization and standardization in defense platform and support systems. Flexible acquisition strategies would result in reduced development times, reduced cost, and increased scalability.
    4. Economic deterrence will promote fair and effective market mechanisms that support a resilient defense industrial ecosystem among the U.S. and close international allies and partners and economic security and integrated deterrence. As a result of effective economic deterrence, fear of materially reduced access to U.S. markets, technologies and innovations will sow doubt in the mind of potential aggressors.

    To strengthen supply chains, the strategy, as summarized by John A. Tirpak for Air and Space Forces Magazine, calls for:

    • Incentivizing contractors to invest in extra capacity
    • DOD to do a better job anticipating and managing needed stockpiles
    • Expanding domestic production and widening the base of industries on which the DOD draws
    • The use of data analytics to understand where the lowest-tier suppliers are, expand their numbers and help ensure their survival, as well as invest in their cybersecurity.

    All of these measures represent corrective actions without which the U.S. and its allies might not be able to “adapt to new and emerging threat environments” at a time when the defense industrial base risks facing program-delaying material shortfalls.

    At a time when geopolitical tensions continue to soar and rhetoric in the Tech War between China and the United States continues to sharpen, the prospect of a strategy backed up by specific action is a promising development, but of course, the proof is in the pudding.

    ARPN will keep tabs on the implementation of the NDIS in the coming months, with a special emphasis of the announced increased leveraging of so far “underutilized” authority under the Defense Production Act, which Assistant Secretary of Defense for Industrial Base Policy Dr. Laura D. Taylor-Kale says would give industry “more consistent demand signals” to confidently anticipate and prepare for Pentagon needs.”

    The full press briefing transcript for the NDIS release can be accessed here, while the full text of the strategy and NDIS Fact Sheet sheet can be downloaded here.

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  • Hot-Off-The-Press Defense Industrial Strategy (NDIS) Brings Defense Production Act Back into Focus for Critical Mineral Supply Chain Security

    Against the backdrop of an already volatile geopolitical context with hot wars raging in Central Europe and the Middle East and the Tech War pitting China versus the U.S. intensifying, the U.S. Department of Defense has announced the release of its first-ever National Defense Industrial Strategy (NDIS), which, according to the White House’s November 2023 statement is to “guide engagement, policy development, and investment in the defense industrial base over the next three to five years” and “ensure a coordinated, whole-of-government approach to and focus on the multiple layers of suppliers and sub-suppliers that make up these critical supply chains.”

    As Assistant Secretary of Defense Dr. Laura D. Taylor-Kale told the media during the official press briefing on Nov. 11, 2024:

    “this is the first time that we’ve really put pen to paper to map out a strategy and a vision to create a modernized, resilient, innovative defense industrial ecosystem.”

    Citing specific threats to U.S. national security – adversaries building up their military power to “levels not seen since World War II”, China’s increasingly aggressive use of “gray zone tactics across all elements of national power,” Russian aggression and Israel’s “existential fight against Hamas” – Dr. Taylor-Kale says the NDIS “seeks to answer the question, ‘How do we prioritize and optimize defense needs in a competitive environment undergirded by geopolitical, economic and technological challenges?’”

    According to Acting Principal Deputy Assistant Secretary of Defense Halimah Najieb-Locke, “the NDIS is grounded in the National Defense Strategy, with a special emphasis on integrated deterrence and building that resilient ecosystem” and reflects “the Biden-Harris administration’s focus on securing and reinvigorating our defense supply chains by incorporating the presidential direction and guidance from Executive Order 14017 on America’s Supply Chains.”

    The Strategy outlines four priorities which ARPN will detail further in a separate post:

    1. Resilient supply chains 
    2. Workforce readiness 
    3. Flexible acquisition 
    4. Economic deterrence 

    Of particular interest to followers of ARPN is Dr. Taylor-Kale’s highlighting of the importance to streamline and make more efficient use of investment tools available to the U.S. government under the Defense Production Act and the Industrial Base Analysis Sustainment Program to strengthen U.S. domestic critical mineral supply chains, tools which Dr. Taylor-Kale admits have been “underutilized” to date.

    Says Dr. Taylor-Kale:

    “(…) as we have our visibility and mapping efforts ongoing, we’re able to work with the services and marshal the entire defense budget where possible, where we have programs of record to say, how are we overcoming this? How are we using acquisition strategies that actually targetareas of concern that industry has? And how are we things such as multiyear procurements, advance procurements, purchase commitments?

    There are a number of tools and flexible acquisition strategies that we can employ to really drive investment into this area in a way that before now has been disparate, and so you can’t feel the impact. So we’re answering the industry’s call for consistent demand signal by organizing ourselves and targeting our efforts.

    She adds:

    “As much as we have used and really expanded investments using the Defense Production Act over the last few years, we’ve really only used a quarter of the authorities, really looking at the authorities.

    So our goal with the implementation plan, particularly the public-facing one, will really outline some of the key areas that are important and that we, within A&S, within Industrial Base Policy, have control over, looking at, for instance, critical minerals and strategic materials, where we’ve already done a number of key investments. Since the beginning of the administration, we’ve done almost $1 billion just in critical minerals and strategic materials.

    And we will obviously, just as the DASD noted, will continue working in these areas because of its importance for supply chain resilience and some of the chokepoints (…).”

    A detailed implementation plan will be developed in the coming weeks, with hopes of publishing an unclassified version in February and a more detailed classified version sometime in March.

    The full press briefing transcript can be accessed here, while the full text of the strategy and NDIS Fact Sheet sheet can be downloaded here.

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  • New Year, New Round of Tech Wars Escalation?

    Happy New Year! They may say “Out with the Old, in with the New,” but if the waning days of 2023 are any indication of what is to come in 2024, we’ll likely continue down the path we’ve been on for the past twelve months, at least when it comes to the Tech Wars. Somewhat lost in [...]
  • ARPN’s Year in Review – 2023

    – A Look at 2023 Through the Prism of Critical Mineral Resource Policy -  In the waning days of December 2022, ARPN and others were gearing up for a watershed year in the critical minerals realm – a year which could be a “breaking point if there is to be an EV revolution/transformation,” and one that would [...]
  • China Zeroes in on Copper

    While critical mineral supply chain security has become more than an obscure concept these days, many people will still associate metals like lithium, cobalt or maybe rare earths with it, rather than some of the more mainstay metals. However, that does not mean we should not be worried about their supply. As Dario Pong, founder [...]
  • Members of Congress to DoD on Seabed Mining: “U.S. Can’t Afford to Cede Another Critical Mineral Resource to China”

    While last month’s meeting between U.S. President Joe Biden and his Chinese counterpart Xi Jinping was aimed at reducing tension between the two global powers, Evan Medeiros, a senior fellow on foreign policy at the Centre for China Analysis who served on the National Security Council during the Obama administration, believes that “the U.S.-China relationship is entering [...]
  • All Arrows Point to Escalation of Tech Wars – U.S. Secretary of Commerce Comments on U.S. Competitiveness and the China Challenge

    While the recent meeting between U.S. President Joe Biden and his Chinese counterpart Xi Jinping on the sidelines of the APEC summit in San Francisco last month was seen by some as a step towards alleviating tension between the two global powers, U.S. Secretary of Commerce Gina Raimondo’s latest speech and subsequent comments at the Reagan [...]
  • U.S. Senators Nudge National Science Foundation on Funding for Mining Engineering

    As demand for critical minerals continues to surge against the backdrop of the accelerating push towards net zero carbon emissions and supply chain challenges in the face of growing geopolitical volatility, the United States has taken several important steps to strengthen U.S. domestic critical mineral supply chains. Sometimes the obvious can be overlooked:  As a case [...]
  • A New Note From the Front: Chinese Export Restrictions Underscore That to Win Tech War, U.S. Must Diversify Critical Mineral Supply Chains

     With hot wars raging in Central Europe and the Middle East, do we have bandwidth to focus on a war that’s metaphorical – for now, at least:  The Tech War pitting China versus the U.S.? Against the backdrop of China’s recently announced restrictions on graphite exports (see ARPN’s coverage here) set to take effect on Friday, [...]
  • The Blessings of a New World – Thanksgiving 2023

    The following is a modified post ARPN has run each Thanksgiving since 2012: Tomorrow is American Thanksgiving – a celebration of the blessings afforded by our forefathers as they overcame adversity in a new land, laboring to obtain from the resources around them the necessities of life: food, shelter, and warmth against winter’s cold. Since that [...]

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