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Earlier this month, ARPN’s Daniel McGroarty argued that while the current focus on ending the dangerous dependence on critical medicines needed to combat COVID-19 is more than warranted, Congress and the administration “may want to broaden their focus from critical medicines to critical minerals.”

In a new piece published in the Duluth News Tribune, Michael Stumo, CEO of the Coalition for a Prosperous America, echoes this sentiment.

Arguing that “[t]he coronavirus pandemic has revealed that globalized supply chains cause more risk than Wall Street has led us to believe,” Stumo says that developing its own  mineral and metal supply chains “through smart, safe environmental practices, (…) could limit Beijing’s strategic dominance, particularly when China’s practices include forced labor and a disregard for environmental standards.”

This is all the more important, he argues, as Beijing sees the current coronavirus pandemic as a golden opportunity. He writes:

In a new piece for RealClear Politics, ARPN’s Daniel McGroarty argues that while the current focus on ending the dangerous dependence on critical medicines needed to combat COVID-19 is more than warranted, Congress and the administration “may want to broaden their focus from critical medicines to critical minerals.”

Read his full piece here:

Getting Critical Medicines From China Is Risky. Critical Minerals, Too
by Daniel McGroarty
RealClearPolitics, March 17, 2020

The rapid spread of the coronavirus is doing more than claim an alarming number of new human hosts – it is burning through decades of bureaucratic inertia and plain inattention as the American economic ecosystem has become dangerously dependent on China.

Take the current focus on critical medicines needed to combat COVID-19, everything from basic drugs to treat the virus to N95 surgical masks to guard against its spread. We’re learning that these essentials come from China, ground zero for the virus itself. At the White House and on Capitol Hill – at least those corners of the Congress that have not gone into self-quarantine – efforts are now underway to jump-start U.S. production and end this dangerous dependence.

It’s an urgent issue demanding immediate attention. But while Congress and the president are at it, they may want to broaden their focus from critical medicines to critical minerals.

Just as critical medicines from China are integrated across the U.S. health care spectrum, so too are critical minerals imbedded into all aspects of the U.S. supply chains for energy, high-tech manufacturing – and most worryingly, national defense. Everything, in short, that makes 21st century America the economic and military power that it is.

In terms of critical minerals vulnerability, the main focus is on rare earths, a group of 17 elements on the periodic table that are essential to everything from laptops and LEDs, electric vehicle drive trains and wind turbines to smartphones and smart bombs. But the potential exposure of the U.S. is far wider than just the rare earths. Is the U.S. interested in developing new fleets of electric vehicles – not to mention all manner of aerospace applications from miniaturized drones to private-sector space vehicles? We’ll need graphite and manganese, two materials for which the U.S. is presently 100% import-dependent. The world’s leading producer in both cases? China. Do we want to see the U.S. develop next-generation high-speed computer chips? We’ll need gallium and arsenic, two more 100%-dependent materials. The world’s leading producer? Once again – China.

As for national security, 16 of the 35 materials on the U.S. Government Critical Minerals Mist appear in a non-classified defense study as “hav[ing] already caused some kind of significant weapon system production delay for DoD.” For 22 of the 35 listed minerals, China is either the leading global producer, leading U.S. supplier – or both.

It would be one thing if the U.S. had no geological presence of these metals and minerals, and was consigned to be an importer from supplier nations. But the U.S. is resource rich, geologically blessed with known resources of at least 32 of the 35 critical minerals, with deposits of heavy rare earths in Texas, graphite in Alaska, manganese in Arizona – not to mention innovative methods to recycle and recover critical minerals from spent EV batteries, rhenium for jet fighter engines from copper waste in Utah, and all manner of critical minerals from coal waste in Pennsylvania that’s never been considered as a potential supply source.

As these examples suggest, American innovation is ready to “work the problem” of critical minerals supply. What remains is for American political leadership to make U.S. production a priority, and align public policy with a pressing national need. With the coronavirus reaching pandemic proportions, America’s political leaders are right to focus on the dangers of reliance on a Chinese supply chain for critical medicines. But the danger is no less real when it comes to reliance on Chinese supply of the critical minerals that power our 21st century tech economy – along with every advanced weapons platform in the American arsenal.

As followers of ARPN know, the United States has finally embarked on a quest to look for ways to reduce its over-reliance on foreign mineral resources, and in doing so, reduce the leverage it has yielded to nations like China over our national security. In a new series for the Capital Research Center, geologist and [...]

We realize that New Year’s resolutions are somewhat controversial.  Some say, they‘re not worth the paper they’re written on – but we feel that whether or not we implement all of them, they offer a good opportunity to both step back to reflect and set goals as we look at the big picture ahead. And that [...]

We blinked, and 2020 is knocking on our doors. It’s been a busy year on many levels, and mineral resource policy is no exception. So without further ado, here’s our ARPN Year in Review. Where we began: In last year’s annual recap, we had labeled 2018 as a year of incremental progress, which had set [...]

Earlier last month, Australia’s Minister for Resources and Northern Australia Matt Canavan touted the recently-formalized critical minerals partnership with the United States to counter China’s stranglehold on mineral resource supply in an op-ed for The Australian. In it, he stressed the importance of “developing mature and diverse supply chains of minerals critical to modern life”: [...]

Earlier this week, ARPN’s Daniel McGroarty shared his views on the coming tech metal age and its policy implications at In the Zone 2019 – Critical Materials: Securing Indo-Pacific Technology Futures – a conference hosted in cooperation with the University of Western Australia to look at critical mineral resource issues through the prism of the [...]

Late last week, we witnessed the formal announcement of a forthcoming roll out of an “action plan” to counter Chinese dominance in the critical minerals sector during Australian Prime Minister Scott Morrison’s week-long state visit to the U.S.. According to news reports the plan will “open a new front against China in a widening technology and trade war by exploiting [...]

As the global race for mineral resources heats up, the U.S. Interior Department’s Bureau of Land Management renewed two hardrock mineral leases in the Superior National Forest in Minnesota, opening the area up to copper mining. The leases granted to Twin Metals Minnesota LLC over heavy opposition from environmentalist groups, were first issued in 1966 [...]

In the past few months, we have seen indications for a growing awareness of the need for mineral resource policy reform. Much emphasis has —rightfully — been placed on the national security aspects of our over-reliance on foreign mineral resources, as well as the nascent realization that the pursuit of the green energy transition is [...]