Join us tomorrow for our webinar with Mike Sommers, President and CEO of the American Petroleum Institute.
Register Now!
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By Senator Lisa Murkowski (R-AK)
Chairman, U.S. Senate Committee on Energy and Natural Resources
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"We need a wide array of strategic
minerals
to build the solar panels, batteries, electric vehicles, pipelines, and other infrastructure needed to power our society. To produce more of these technologies,
we will need a massive increase in supplies of lithium, cobalt, nickel, and graphite, to name just a few. Yet China has consolidated its power over their production and processing
while America lags far behind.... As our country begins to emerge from the current crisis and considers options to restore our economy,
it is critical that we set a course for long-term resilience by addressing the supply chain vulnerabilities the pandemic has exposed.
That should start with mineral security—and the modernization of federal policies that will serve to protect us going forward.
"
Read more.
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Please respond to a comment or one of the discussion questions below:
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- Question 1: What impacts from COVID are you seeing on energy supply chains in your role at your company or organization? Has this brought new insights or caused you to view energy supply chains differently?
- Question 2: What actions can the United States take to develop domestic critical mineral supplies and supply chains? Is there anything you would add to the Senator’s American Mineral Security Act?
- Question 3: Which domestic clean energy supply chains are set up for success, and which need additional support, especially for resilience amid a pandemic or other supply chain challenge?
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"This is a really important comment from Senator Murkowski....
What’s really important to understand is
China’s forward-thinking in building out this electric vehicle supply chain
which
started well over a decade ago
. It has not just built an entire suite of super-sized battery megafactories for its auto industry, but the
entire supply chain
to feed them. Despite common thought, China produces only 23% of key battery raw materials combined. Yet it produced 80% of the next step in the chain
—
battery chemicals
—
and 66% of cathodes, 82% of anodes, and 72% of battery cells. The further downstream of the supply chain you go towards an electric vehicle, the more dominant China’s position is....
"
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Simon Moores
, Managing Director, Benchmark Mineral Intelligence
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"I have long felt that the world, not just the U.S., was making a mistake.
We were rushing headlong to replace one limited resource with a different one that had the additional features of being difficult to predict and highly variable in terms of supply
.... Variability of supply is that flaw. What makes it worse is that
every place the energy density is the highest it is also the most variable
...."
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New Publications in the OurEnergyLibrary
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Atlantic Council Global Energy Center
May 16, 2020
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Solar Energy Industries Association
May 19, 2020
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Lawrence Berkeley National Laboratory
May 20, 2020
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Podcast Spotlight
In this
Minerals Manhattan Project podcast
,
CEO of US Critical Minerals Jesse Edmondson
walks host Emily Hersch through the mineral exploration process from discovery through to the decision to build a mine and puts critical minerals into context. Jesse explains
the lack of federal regulation or oversight for mining in the United States, and how mineral rights and surface rights are related but impacted by history.
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Update from Congress
Thurs, May 21
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Wed, May 20
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- When: Wed, May 27, 10-11 a.m. Eastern Time
- When: Wed, May 27, 12:00-1:00 p.m. Eastern Time
- When: Wed, May 27, 1:15-2:45 p.m. Eastern Time
- When: Fri, May 29, 12:00-12:15 p.m. Eastern Time
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Visit the
Events Calendar
to see events from energy organizations across the country.
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The Our Energy Policy Foundation is a non-partisan, 501(c)(3) non-profit and does not have or endorse any specific political, programmatic, policy, or technological agendas, but rather seeks to encourage a broad discussion of all points of view. OurEnergyPolicy's mission is
to facilitate substantive, responsible dialogue on energy policy issues and provide this dialogue as a resource for the public, policymakers, and the media.
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