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American Resources Policy Network
Promoting the development of American mineral resources.
  • Russia Pushes for Global Rare Earth Market Share as U.S. Struggles to Move Forward With Critical Minerals Initiatives

    Russia is certainly making headlines this week. 

    Quite obviously, much of the media attention is focused around President Vladimir Putin’s declaration that Russia has approved a vaccine for the coronavirus (after less than two months of testing) — but developments in the critical minerals realm also warrant attention:

    A top Russian government official has told Reuters that Russia plans an investment of $1.5 billion in rare earth minerals in its quest to become the biggest REE producer after China by 2030.

    The move comes at a time when other countries, including the United States, are trying to curb their over-reliance on foreign critical minerals against the backdrop of growing tensions with China, which has long held the pole position in the race to control the global REE supply chain.

    According to Reuters, Russia is looking to attract investors for eleven projects designed to increase the country’s share of global REE output to 10% by 2030, allowing for Russia to “become almost self-sufficient in rare earth elements by 2025 and start exports in 2026.”

    While it appeared that U.S. efforts to promote domestic critical mineral resource development were finally gaining traction in the wake of the coronavirus pandemic having laid bare our mineral resource supply chain challenges and over-reliance on foreign (and especially Chinese) supplies, policy may once more become the victim of politics in this watershed election year. 

    Reform-minded lawmakers have put forth several legislative initiatives, and have even formed a bipartisan “Critical Materials Caucus.”  However, while critical minerals provisions were added to the latest round of COVID relief stimulus packages, chances of their passage have been dwindling as partisan tensions continue to flare.
    As attempts to keep the momentum for resource-related policy reform appear to have come to an impasse in Congress, researchers are forging ahead to provide innovative solutions that not only transform the way we use certain metals and minerals, but have the potential to help alleviate our over-reliance issues. 

    The Department of Energy has stepped up its efforts to promote collaboration between its research hubs and the private sector to look for ways to diversify mineral resource supply, develop substitutes and drive recycling of critical minerals and rare earth elements. Some recent initiatives include “using a high-speed shredder that turns old computer hard drives into scrap containing significant amounts of REE content,” and “recovering nickel, cobalt and manganese from disassembled electric vehicle battery packs.”

    Meanwhile, in the private sector, a rare earths pilot plant processing facility situated in Wheat Ridge, Colorado, which will focus on group separation on REEs in to heavy, middle, and light rare earths, has received the required permits and officially opened. According to media reports“USA Rare Earth’s pilot plant is the second link in a 100% US-based rare earth oxide supply chain, drawing on feedstock from its Round Top deposit.”

    Even before the coronavirus pandemic hit,  the U.S. had begun to enter into cooperative agreements with allied nations to ensure future supplies of critical materials, specifically with Canada and Australia. 

    Against the backdrop of the upcoming 2020 elections, finding policy consensus may be more than an uphill battle.  However, for the sake of our national security and economic wellbeing, lawmakers would be well-advised to reach out across the political aisle to foster a policy environment that promotes an all-of-the-above approach on critical minerals and harnesses the United States’ vast domestic mineral potential.   

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  • McGroarty: Tech Wars Heat Up – Administration Invokes Defense Production Act to Spur Domestic REE Development

    ARPN’s Dan McGroarty discusses President Trump’s decision to invoke the Defense Production Act to spur domestic REE development for The Economic Standard:

    The Tech Wars Heat Up: U.S. Makes National Security Declarations to Spur Rare Earths Development

    Forget the trade war – the tech war is heating up.  After weeks of Chinese threats that it could cut off U.S. access to the essential technology materials known as rare earths, the Trump Administration today took a counter-action of its own.

    Jennifer Dlouhy has the story at Bloomberg News:  “Trump invoked the 69-year-old Defense Production Act — once used to preserve American steelmaking capacity — to remedy what he called ‘a shortfall’ in production of the super-strong magnets made with rare-earth minerals neodymium and samarium.”  In fact, the White House published five separate Title III declarations, carefully identifying each category of rare earths plus the powerful permanent magnets — and the smart bombs and precision-guided munitions — they make possible.

    The Defense Production Act dates to the early months after North Korea’s invasion of South Korea in 1950.  Title III of the act requires the specific finding made today by the president:

    “domestic production capability for separation and processing of Heavy Rare Earth Elements is essential to the national defense.

    Without Presidential action…, United States industry cannot reasonably be expected to provide the production capability for separation and processing of Heavy Rare Earth Elements adequately and in a timely manner.”

    How will China respond to the new U.S. action?  And how quickly can the U.S. close the rare earths gap — with production today at zero, even as known U.S. rare earth resources exist — before China loses its leverage over materials the U.S. Government has deemed critical to “the national economy and national security?”

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  • Podcast: ARPN’s Dan McGroarty Discusses U.S.-Chinese Trade Tensions Over REEs

    As the world looks towards Osaka, Japan, where world leaders will gather for the 2019 G20 Summit and Ministerial meetings later this week, former Missouri Speaker of the House Tim Jones discusses the current trade conflict between the United States and China and the implications of the looming supply disruptions for U.S. domestic industries as [...]
  • Global Times: REE Supply Restrictions Likely for U.S. Military Equipment Firms

    The specter of China playing the “rare earths card” is looming larger this week.   According to the Global Times’s twitter feed, U.S. military equipment firms will likely face restrictions of Chinese Rare Earth supplies in the near future, as China’s economic planners will “study and roll out policies on rare earths as soon as possible.”     [...]
  • ARPN’s McGroarty Quoted in Daily Caller Piece on the Specter of China Playing the “Rare Earths Card”

    Reporting for the Daily Caller, Michael Bastasch zeroes in on what has once again become a hot button issue – Rare Earth Elements (REEs) in the context of trade relations, as reported Chinese threats to “escalate its trade dispute with the Trump administration to include rare earth minerals has, once again, shined a spotlight on U.S. [...]
  • While Some Reforms Fizzled, Enacted NDAA Contains Potentially Precedent-Setting REE Sourcing Provision

    As we have noted, the recently-signed John S. McCain (may he rest in peace) National Defense Authorization Act for Fiscal Year 2019 (H.R. 5515), stands as a missed opportunity to enact several meaningful mineral resource policy reforms. Nonetheless, one provision of the signed legislation marks an important development for the realm of resource policy – [...]
  • “Materials Science Profiles of Progress” – REE Extraction From Coal

    In the fairy tale realm, Rumpelstilskin was able to turn straw into gold. Meanwhile, in the real world, as part of our feature series “Materials Science Profiles of Progress,” we’re taking a closer look at a recently-announced research partnership that may not be able to turn straw into gold, but promises to extract precious Rare [...]
  • Critical Materials Institute Meets “Stretch Goal” to Produce REE Magnet Domestically

    Meeting one of its “stretch goal[s] to demonstrate that rare-earth magnets could be produced from mine to manufacturer, here in the United States,” the Critical Materials Institute (CMI) a U.S. Department of Energy Innovation Hub, has announced that the has fabricated magnets made entirely of domestically sourced and refined REEs.  This success was achieved in [...]
  • Japan Pursuing Long-Term Critical Mineral Strategy in Kazakhstan

    In an effort to secure ongoing access to Rare Earths (REEs) for its domestic industries, Japan, which in geological terms does not have much of a resource profile, has entered into a series of cooperative agreements with Kazakhstan, a nation quickly ascending into the league of top REE suppliers in the world. The latest one [...]
  • American Resources Policy Network announces new Advisor on Advanced Materials

    Investment Intelligence Site Head Assumes Expanded Role Within ARPN WASHINGTON, D.C. — The American Resources Policy Network has
 announced that Tracy Weslosky, Publisher and Editor-in-Chief for InvestorIntel, a global investment source for the resource, energy and technology sectors, and a member of the American Resources Policy Network panel of experts, will expand her role at [...]

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