China

American Resources Policy Network leader appeared on CNBC’s Squawkbox yesterday to discuss rare earths and critical metals. Among other things, he said:

“If you look at President Obama’s goal…of moving more quickly to…renewable energy sources…you’ve already touched on the fact that [they] require rare earths. The better way…than trying to sue China to force them to provide or sell us rare earths would be to develop our own in the United States…and try to even up the supply situation.”

Dan also appeared on Squawkbox in February to discuss whether China’s demand for copper is real or simply a bid to stockpile the metal.

Check out the clips below:

In his latest RealClear World column, American Resources principal Daniel McGroarty takes on the latest book in the “Jason Bourne series” – the “Bourne Dominion.” No, you’re not on the wrong blog – this is not a book club. The plot of the book actually involves a group of terrorists set on destroying the only [...]

The second-largest cable and wire maker in the world, Nexans SA (NEX), expects copper consumption growth in China to “rebound in the next few years on accelerating demand from the renewable energy sector and special industries.” With the power sector accounting for almost half of consumption, China is the world’s largest copper user. In an [...]

Beginning today, official Washington hosts a visit from China’s Vice-President Xi Jinping, widely seen as the successor to current President Hu Jintao, who steps down later this year as head of China’s Communist Party, and cedes the presidency in 2013. The visit highlights a number of issues that make the current U.S-China relationship contentious. For [...]

The World Trade Organization (WTO) recently made headlines over its decision to notify the Chinese government that it is in violation of international trade rules regarding the country’s raw materials export restrictions covering bauxite, zinc, yellow phosphorus and six other industrial minerals. The case – brought about by the U.S., European Union, and Mexico in [...]

Mining Weekly zeroes in on strategic metals issues under discussion at the annual Mining Indaba conference in South Africa (indaba, in zulu, is the word for a meeting on matters of substance).   Lara Smith of Core Consultants identifies cobalt, tantalum and the rare earths as high-risk metals, given a combination of uncertain supply and rising [...]

With this week’s WTO ruling on China’s raw materials exports (visit RareMetalBlog for our very own Daniel McGroarty’s take) all eyes are once again on rare earths – and for good reasons, as these critical elements are the poster child of the challenges associated with resource dependency. However, a broader focus is needed, and tungsten [...]

Having intensified over the past few months with Russia reportedly willing to risk a new “Cold War” over the area’s vast resources, the geopolitics of the Arctic’s race for mineral riches has just been elevated to a whole new level with China having thrown its hat into the ring. According to the Wall Street Journal’s [...]

An interesting article in a South African weekly discussing the upcoming African Mining Indaba, an annual conference now in its 18th year with the stated goal of bringing investors in to help fuel investment into African mining, caught our eye this week. With more than 6,500 delegates expected at this year’s Indaba, next month’s event [...]