The Elements of Innovation Discovered
The Elements of Innovation Discovered
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American electric vehicle manufacturers are under pressure from the massive federal legislation aimed at creating a robust domestic value chain for several key battery minerals and rare earths. These materials are predominantly being imported for EV batteries – as well as the battery cells themselves in many cases – from problematic sources like China, the Democratic Republic of Congo, and Russia. The Inflation Reduction Act (IRA) passed by Congress in August 2022 inc...
Li-Bridge alliance unveils blueprint to build resilient US lithium battery supply chain. A wide chasm lies between where the United States is today and securing the lithium battery mineral resources and manufacturing capacity required to achieve ambitious visions of a green energy future where electric vehicles are charged with low-carbon energy. An alliance of America's national laboratories and more than 40 companies representing the entire lithium battery supply chain have...
Ucore is awarded C$4.3 million to produce magnet REEs for EVs and other high-tech uses at its demo plant in Ontario. To support the commercialization of a technology poised to help break North America's dependence on China for rare earths critical to the clean energy and technology sectors, the Canadian government has awarded Ucore Rare Metals Inc. C$4.28 million (US$3.1 million) to demonstrate the capabilities of its RapidSX rare earths separation platform. "We would like to...
Following gallium, germanium curbs, China announces plan to restrict its exports of critical lithium-ion battery material on Dec 1. Three months into its restrictions on exports of the critical computer chipmaking metals gallium and germanium, China announced that it will also be limiting global shipments of graphite, the largest single ingredient in lithium-ion batteries for electric vehicles. On Oct. 20, China's Ministry of Commerce posted notices that the exports of nine...
August stoppage is due to timeline to gain approvals under new export limitation process; longer-term curbs yet to be known. While gallium and germanium exports out of China dropped to zero during August, it is too early to determine just how restrictive the government plans to be on shipping this pair of semiconductor elements out of the country, or the impacts such export curbs will have on the manufacturing of computer chips, fiber optic cables, and other high-tech goods...
Delegates agree on six actions to strengthen and diversify critical energy mineral supply chains. The rapid transition away from the fossil fuels that powered the world through the 20th century and toward lower-carbon sources such as wind and solar is creating enormous new demands for critical minerals and metals like cobalt, copper, lithium, and nickel. This interdependency was highlighted during the first-ever International Energy Agency Critical Minerals and Clean Energy...
A flurry of industry partnerships on battery material projects followed landmark alliance between nations. In a move that aligns Canada's rich minerals endowment with Japan's battery-making expertise, the two countries have entered into a historic battery supply chain agreement. "Canada and Japan are committed to advancing our shared ambitions to develop sustainable and reliable global battery supply chains," said Canada Minister of Innovation, Science, and Industry...
Seeking to curb the United States' heavy dependence on imports for critical minerals, the U.S. Department of Energy is investing $150 million to support the domestic production of these mined materials essential to clean energy, high-tech manufacturing, and the nation's general economic well-being. "The investments announced today enhance national security by reducing our reliance on foreign sources-while strengthening an existing mining and energy workforce to develop...
Invests $30 million in energy storage systems campus; is aligning military and private sector buying power to speed technology transition in US. The U.S. Department of Defense is investing $30 million to establish an energy storage systems campus that will serve as the headquarters for a U.S. military-private sector alliance to accelerate the transition to next-generation batteries powering everything from smartphones and household appliances to electric vehicles and military...
Grants DPA Title III funds to support Albemarle lithium, Tamarack nickel projects in the US. Continuing its mission to establish domestic lithium-ion battery supply chains, the U.S. Department of Defense is investing more than $110 million to support lithium and nickel projects in the United States. The Office of the Assistant Secretary for Industrial Base Policy, through its Manufacturing Capability Expansion and Investment Prioritization (MCEIP), announced on Sept. 12 that...
Awards Perpetua additional $15M to help establish a mine-to-munition antimony supply chain that begins at Stibnite Gold project in Idaho. As part of its commitment to establishing domestic supplies of the minerals and metals critical to America's economy and security, the U.S. Department of Defense is investing another $15.5 million to help establish an antinomy supply chain that begins at Perpetua Resources Corp.'s Stibnite Gold project in Idaho. Used in a wide range of...
Technology metal brokers in the US and Germany say they have stores of both metals to meet tech needs following curbs on Chinese exports. Technology metal brokers in the United States and Europe are providing safety nets for companies seeking reliable supplies of gallium and germanium as global supply disruptions loom. Earlier this month, China announced that starting on Aug. 1 it will be placing government-controlled restrictions on the exports of this pair of semiconductor m...
The International Energy Agency's Inaugural Critical Minerals Market Review provides insights into the progress made, challenges ahead. The International Energy Agency is cautiously optimistic about the progress made so far along the expanding supply chains for the minerals critical to electric vehicles and renewable energy. Like the global energy markets it represents, the IEA is transitioning its analysis and policy advocacy toward the clean energy future, and now provides...
Going back to its 2010 rare earths playbook, China will ban gallium and germanium exports without state approval. Reminiscent of export restrictions that sent the price of rare earth elements through the roof in 2010, China has announced that it is placing state-controlled restrictions on the export of two technology metals vital to chipmaking – gallium and germanium. On July 2, China's Ministry of Commerce posted notices that the exports of eight gallium and six germanium p...
Jervois will use the DPA Title III funds to expand cobalt deposit in Idaho, finalize study for domestic refinery. To shore up domestic supplies of the cobalt needed for military hardware and green energy, the U.S. Department of Defense is investing $15 million to support the work of Jervois Mining USA to expand mining at its Idaho Cobalt Operations and potentially establish a refinery in the U.S. Foreseeing a sharp rise in the demand for cobalt in the United States as...
Arizona lawmaker defies USGS with bill that would elevate copper onto the list of minerals deemed critical to the US. Copper is critical – this is the message a group of Western lawmakers is sending to the U.S. Geological Survey with the Copper is Critical Act. This bill, which was introduced to the House by Congressman Juan Ciscomani, R-Ariz., on June 8, consists of one sentence that defines minerals critical to the United States as copper and whatever other minerals, e...
With the world-class deposits already found within its borders, the United States has the potential to be a major global producer of copper, lithium, and the other minerals and metals critical to the clean energy transition. Realizing this potential, however, will require reserves of political will in Washington, DC, that match the nation's domestic energy metals endowment, according to R Street Institute. "Despite political rhetoric and policies promoting the use of domestic...
Home to deposits and prospects enriched with 49 out of the 50 minerals deemed critical to the United States, Alaska is the single best state in the nation to explore for the minerals and metals needed for clean energy, electric vehicles, high-tech devices, and military hardware. To gain a better understanding of the 49th State's critical minerals potential, the U.S. Geological Survey is investing an additional $5.8 million to explore specific regions of the state in 2023....
DOE funds studies into processes for recovering rare earths and other critical minerals from coal waste streams and acid mine drainage. Looking to develop unconventional domestic sources of the rare earths needed for America's transition to low-carbon energy and transportation, while also providing forward-leaning job opportunities for the coal miners that powered the nation for more than a century, the U.S. Department of Energy is providing $16 million for the development of...
REIA urges EU to secure rare earth supplies to ensure adequate battery materials to meet 2030 EV targets. Securing an adequate supply of magnet rare earths to help make the most out of the highly competitive lithium battery materials should be an essential element of the European Union's electric vehicle strategy, according to the Rare Earth Industry Association. REIA delivered this message in response to the European Commission's call for input on the proposed European...
To seize upon a once-in-a-century opportunity to leverage Canada's already world-class mining sector to supply the minerals and metals needed to build the clean energy future, Ottawa has unveiled a strategy backed by a $3.8 billion (US$2.8 billion) investment to bolster the resiliency of critical mineral supply chains in the northern nation. Ottawa began positioning Canada as a major player at the front end of the emerging green energy supply chains with a 2021 list of 31...
Senators Sullivan, Romney introduce bill to reduce DoD overreliance on China for minerals critical to security. Concerned that America is too reliant on China for the minerals and metals critical to national defense and energy security, U.S. senators Dan Sullivan (R-Alaska) and Mitt Romney (R-Utah) have introduced the Critical Mineral Independence Act of 2022 – legislation aimed at bolstering critical minerals production in the United States and allied countries. Over the past...
In a show of support for Canadian production of the minerals critical to clean energy technologies, Canada Prime Minister Justin Trudeau visited Vital Metals Ltd.'s rare earth processing facility in Saskatoon, Saskatchewan. "The world wants clean technology, and Canada has the resources, the expertise, and the skilled workers to meet that demand," Trudeau said during his Jan. 16 stop in Saskatchewan. "By developing and processing our critical minerals here in Canada – the f...
As part of its nationwide scan for domestic sources of critical minerals, the U.S. Geological Survey is investing just over $1 million to gain a better understanding of the potential for cobalt, nickel, niobium, rare earths, manganese, platinum group elements, and other essential metals in Missouri, Montana, and Minnesota. In 2022, the U.S. Department of the Interior allotted more than $74 million to the USGS Earth Mapping Resources Initiative, or Earth MRI, a partnership...
In a move to break America's dependence on China and Russia for the antimony needed for ammunition, fireproofing compounds, night vision goggles, and other military hardware, the Pentagon is providing $24.8 million to help reestablish a domestic antimony mine at Perpetua Resources Corp.'s Stibnite Gold project in Idaho. While originally established as a gold mine, Stibnite shifted its focus to strategic metals to support the U.S. military during World War II. From 1941 to 1945...
