In Brett Fortnam’s piece in Inside U.S. Trade on China’s mineral export controls, I discuss the role of tariffs in boosting US mineral production. Here is the non-paywalled link: insidetrade.com/share/181827

If Canada wishes to threaten mineral export controls against the US, the US can threaten to halt disbursements of DPA grants to Canadian recipients, pause reviews of other Canadian projects considered for DPA grants, & restrict US mineral exports to Canada realclearmarkets.com/articles/2024/…

In RealClearMarkets, Shubham Dwivedi & I discuss how the US can respond by threatening to (1) halt $$$ disbursement of DPA grants to Canadian recipients, (2) pause reviews of Canadian projects considered for DPA grants, & (3) restrict mineral exports to Canada. realclearmarkets.com/articles/2024/…

Memo from Steven Cheung says Biden admin will "continue taking action to protect our lands & waters...." Based on the actions of past Dem admins, these actions could include national monument proclamations and public land orders withdrawing tracts of land from mineral development.

In RealClearDefense, Morgan Bazilian, FRANKY 🇺🇸🪖🛩️ 👊🇺🇸🔥, & I discuss how the US can fortify its defense base against mineral export bans: stockpiling minerals of course, but also signing right-of-first-refusal offtake agreements for uncontracted mineral production. realcleardefense.com/articles/2024/…

Trump’s team is reportedly considering imposing Section 232 tariffs on mineral imports. Here’s my proposal from Aug on how the admin should use both tariffs and tariff rate quotas to maximize US reserve extraction and target US refining self-sufficiency: mining.com/web/us-policy-…

NATO published "a list of 12 defence-critical raw materials essential for the Allied defence industry" & "to the manufacture of advanced defence systems and equipment." BUT, this list excludes minerals consumed in large volumes by militaries: copper, lead, zinc, nickel, chromium.

In RealClearEnergy, Morgan Bazilian, FRANKY 🇺🇸🪖🛩️ 👊🇺🇸🔥, & I argue the USG should use the DPA—as it did in the Cold War—to build a mineral stockpile. The DPA inventory could sell minerals to the DIB amid shortages & acquire minerals from US producers to boost output. realclearenergy.org/articles/2024/…

Latest one on critical minerals and national security: The Department of Defense 🇺🇸 is doing terrific work in this area. We suggest an augmented use of the Defense Production Act. realclearenergy.org/articles/2024/…

🚨 Securing America’s Mineral Supply Chains: A Bipartisan Opportunity 🚨 Strengthening U.S. mineral supply chains is one of the few areas of agreement in Congress—and there’s real potential for impactful action in the next term. A great article from Gregory Wischer and Morgan Bazilian