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American Resources Policy Network
Promoting the development of American mineral resources.
  • DoD Chapter of 100-Day Supply Chain Report Acknowledges Gateway/Co-product Challenge

    Friends of ARPN will know that much of our work is grounded in a conviction that the 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.”

    In this context we have long argued that while it is essential to focus on the metals and minerals that are driving headlines, such as the Rare Earths and battery tech metals like Lithium, Cobalt, Nickel, Manganese and Graphite, we must not forget about the inter-relationship between what we have been calling “gateway metals” and their “co-products.”

    Gateway metals – which include mainstay metals like Copper, Aluminum, Nickel, Tin, and Zinc, are not only critical to manufacturing in their own right, but “unlock” tech metals increasingly indispensable to innovation and development. For too long, these “unlocked” tech metals were dubbed “by-products,” or even “minor metals” — labels that don’t do these materials and their increasingly broad applications justice.

    Courtesy of the ongoing materials science revolution, both groups of metals and minerals are increasingly becoming the building blocks of 21st Century technology, which is why we believe the “by-products” should be referred to as “co-products.” Meanwhile, many of them are fraught with similar dependency issues like the news-grabbing Rare Earths or battery tech metals.

    As such, we were pleased to see that the DoD-led chapter of the White House’s 100-Day Supply Chain Report not only draws attention to this issue complex, but also appears to have embraced the “co-product” label – using it interchangeably with the term “byproduct.”

    Under the header “Byproduct and Coproduction Dependency,” the DoD chapter argues that “[b]yproduct production of strategic and critical materials can add significant value to an existing production operation and improve the business case for a nascent producer. However, some strategic and critical materials are derived exclusively from byproduct production, which means a fairly small market depends on the prevailing dynamics of a separate but much larger commodity market. (…) In some cases the concentration of supply can be so extreme that U.S. or global production is concentrated in a single source. (…) More generally, in DoD modeling of strategic and critical materials under national emergency conditions, a domestic sole-source provider exists for 29 of the 53 unclassified shortfall materials, and 18 materials have no domestic production at all.”

    This is a significant development, because unlike the recently released Canadian government’s official critical minerals list, the U.S. Government’s List of 35, released in 2018, did not acknowledge the connection between primary mining materials and their critical-co-products.

    With the gateway/co-product challenge finding its way into public discourse by way of the 100-Day Supply Chain report, there is hope that the drafters of a forthcoming updated U.S. Government Critical Minerals List will acknowledge the importance of Gateway Metals — and that policy makers will factor this issue complex into the “all of the above” approach. As yesterday’s “minor metals” become major materials in tech applications, America’s mineral resource security may well hinge on encouraging innovative sources of supply.

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  • Podcast: Battery Tech Supply Chain Expert Simon Moores Discusses Lithium Challenge

    American Jobs Plan, Green New Deal … irrespective of whether these plans will get implemented fully or in part, the renewable energy transition is already here, and it’s here to stay.

    The renewable energy sector has been transforming at neck-breaking speed, and with that, demand for the metals and minerals underpinning the green energy shift has been surging. EV battery technology is one of the key drivers of these developments, and battery mega factories are shooting up like mushrooms.

    In a recent podcast interview with HC Insider, Simon Moores — managing director of Benchmark Mineral Intelligence and a member of the ARPN panel of experts — zeroes in on lithium, one of the key building blocks of battery technology.

    As HC Insider points out, “[lithium] mining is constrained by available ores and multiyear start up times. Chemical processing and cathode production is technically challenging, environmentally impactful, and concentrated in China. EV manufacturers are buying all the Lithium supply they can on decade-long contracts.”

    With demand forecast to vastly outstrip supply two decades from now, the question of how the rest of the world can tackle the lithium supply chain challenges going forward looms large.

    Take a listen as Simon Moores, who has testified before the U.S. Congress on several occasions to alert U.S. policy makers to the magnitude of the global battery arms race, discusses the issue here.

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  • The Road to “Building Back Better” is Paved with Critical Metals and Minerals

    Another round of COVID relief stimulus checks is hitting Americans’ bank account this week, and a vaccine schedule laid has been laid out. Time for the Administration and Congress to move on to the next key priority of the Biden Administration’s “Build Back Better” agenda: an economic recovery package that will “make historic investments in [...]
  • A Pivotal Moment to “Get Serious About Building the Domestic Mineral Supply Chain”

    Last month, U.S. President Joe Biden signed an executive order instructing his economic and national security teams to conduct a 100 day review of four key U.S. supply chains across federal agencies to assess the nation’s “resiliency and capacity of the American manufacturing supply chains and defense industrial base to support national security [and] emergency [...]
  • Amidst Big Policy Shifts, Signs for Continued Emphasis on Securing Critical Mineral Supply Chains at DoE

    Parents of young children will know: Transitions are hard. And what is true for toddlers, is also true for government. Observers of the critical mineral resource realm have been closely monitoring the transition from the Trump Administration to the Biden Administration. There were early indications that, unlike some other areas, the critical mineral resource realm [...]
  • Take a Break from Election Scrolling – Watch Highlights from Webinar on Lithium Ion Battery, EV and Energy Storage Supply Chain Issues

    While it seems that for weeks, all eyes have been on the Presidential elections in the U.S., earlier in October, our friends of Benchmark Mineral Intelligence hosted its Washington DC Summit 2020, which brought together U.S. Government representatives and industry stakeholders to discuss materials challenges — specifically in the realm of lithium ion battery technology, [...]
  • Has Canada Just Jump-Started its Electric Vehicle Sector? – A Look at the Recent Ford Canada Labor Deal Through the Prism of an Integrated North American Value Chain

    From a U.S. perspective, arguably the biggest news in the critical minerals sector in recent weeks has been U.S. President Trump’s latest executive order on critical minerals, which, according to analysts, is the first one in this field “that has the potential to bring some meaningful changes.” Aside from calling on the Department of the [...]
  • 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 [...]
  • Is it Time for a GigaMine? Metal Tech News’s Lasley on the Prospect of Tesla GigaMines

    Earlier this month, Elon Musk, founder and CEO of tech giant Tesla, made headlines with his call on global mining companies to boost production of nickel, a key component in EV battery technology. “Any mining companies out there … wherever you are in the world, please mine more nickel,” he said, adding “Tesla will give [...]
  • 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 [...]

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