Category: China

The United States’ Strategy for Securing Critical Minerals Supplies: Can It Meet the Needs of the IRA? 4/9/2024

The United States’ Strategy for Securing Critical Minerals Supplies: Can It Meet the Needs of the IRA?

Payne Institute Faculty Fellow Raphael Deberdt published this policy brief about how the United States reliance on foreign supplies of raw and processed critical minerals is pressing Washington to devise a strategy to secure short-, medium- and long-term solutions. Pressure only increased with the booming demand spurred partly by the Inflation Reduction Act’s (IRA) policies. April 9, 2024.

Projecting demand for mineral-based critical materials in the energy transition for electricity 3/18/2024

Projecting demand for mineral-based critical materials in the energy transition for electricity

Payne Institute Student Researcher Gabriel Collins, Faculty Fellow Carol A. Dahl, Student Researcher Maxwell Fleming, Student Researcher Michael Tanner, Student Researcher Wilson C. Martin, Kabir Nadkarni, Fellow Sara Hastings-Simon and Director Morgan Bazilian write about how mapping the changing energy landscape toward net zero and understanding the critical material needs to support the transition are essential for demanders and suppliers as well as policy makers seeking to orchestrate the transition. They provide such decision makers for electricity markets with a transparent tool that can be easily understood and modified as our transitional knowledge improves.  March 18, 2024.

The Rise of Great Mineral Powers 3/12/2024

The Rise of Great Mineral Powers

Payne Institute Director Morgan Bazilian and Communications Associate Gregory Wischer write about how minerals play a crucial role in bolstering a state’s military capabilities, defining its “mineral power.” This study assesses a state’s mineral power by evaluating its access to secure mineral supplies from four key sources: domestic production, government stockpiles, overseas production by domestic companies, and imports from aligned states. March 12, 2024.

Biden Cracks Down on Chinese Electric Vehicles 3/1/2024

Biden Cracks Down on Chinese Electric Vehicles

Morgan Bazilian, the Payne Institute Director, contributes to this article about how the Biden administration on Thursday ordered the U.S. Commerce Department to investigate the potential national security threats posed by Chinese-made “connected vehicles,” marking Washington’s latest push to de-risk ties from Beijing and tighten the screws on China’s tech industry. March 1, 2024.

The U.S. Military and NATO Face Serious Risks of Mineral Shortages 2/12/24

The U.S. Military and NATO Face Serious Risks of Mineral Shortages

Payne Institute Communications Associate Greg Wischer writes about how critical minerals undergird great power competition and war. These nonfuel minerals and mineral materials are vital to countries’ defense industrial bases, enabling the production of military platforms like tanks as well as munitions and artillery shells. Therefore, mineral supplies can help sustain military power, while mineral shortages can severely undermine it. February 12, 2024.

Does the US Military Have Enough Minerals for a Possible Conflict with China? Estimating Shortfalls for Military Materials 2/12/2024

Does the US Military Have Enough Minerals for a Possible Conflict with China? Estimating Shortfalls for Military Materials

Payne Institute Communications Associate Greg Wischer and Director Morgan Bazilian write about how the National Defense Stockpile is a tool to both reduce America’s reliance on foreign materials, especially materials from China, and to prepare for a possible conflict.  Material shortfalls can impact—and have impacted—U.S. warfighting ability. Better understanding the military’s projected shortfall quantities for individual materials would inform what materials—and corresponding applications—the U.S. military will most likely have shortfalls of during a conflict.  February 12, 2024.

Analysis of world trade data with machine learning to enhance policies of mineral supply chain transparency 1/13/2024

Analysis of world trade data with machine learning to enhance policies of mineral supply chain transparency

Umut Mete Saka, Payne Institute Faculty Fellow Sebnem Düzgün, and Director Morgan Bazilian write about how utilizing machine learning to help the integration of supply chains worldwide and the establishment of resilient material flows emphasize the significance of transparency on mineral supplies. As regulations and policies around mineral supply become more stringent, organizations are actively seeking effective tools to assess the transparency of their supply chains.  January 13, 2024.

Lithium nexus: Energy, geopolitics, and socio-environmental impacts in Mexico’s Sonora project 12/22/2023

Lithium nexus: Energy, geopolitics, and socio-environmental impacts in Mexico’s Sonora project

Vlado Vivoda, Payne Institute Director Morgan D. Bazilian, Asmaa Khadim, Natalie Ralph, and Ghaleb Krame write about how the global transition to low-carbon energy systems has dramatically increased the demand for lithium, essential for energy storage and transport electrification—with lithium-ion (Li-ion) batteries as the dominant technology in both market segments.  Enter the Sonora Lithium Project in Mexico, home to what could be one of the world’s largest lithium deposits.  This paper delves into these challenges using the Sonora Project as a lens, aiming to provide clarity and insights for various decision-makers, stakeholders, and researchers.  December 22, 2023.

Deemed Sustainable by Seafood Industry Monitors, Harvested California Squid Has an Unmeasurable Energy Footprint 12/8/2023

Deemed Sustainable by Seafood Industry Monitors, Harvested California Squid Has an Unmeasurable Energy Footprint

Payne Institute Earth Observation Group Senior Research Associate Christopher Elvidge contributed to this article about how tens of thousands of tons of the cephalopods caught off the California coast are shipped to China for processing, then sold to consumers around the world.  China has also become a ruthlessly efficient and cheap processor of the seafood its fleets catch, as well as that caught by fleets from other countries.  December 8, 2023.  

U.S. EV Makers Are Still Stuck on China. The Stakes Are Rising. 12/5/2023

U.S. EV Makers Are Still Stuck on China. The Stakes Are Rising.

Payne Institute Student Researcher Isabel Guajardo, Program Manager Brad Handler and Director Morgan Bazilian write about how U.S. automakers are dependent on China for important aspects of EV construction. It’s in the interests of the U.S. economy to accommodate the current shortcomings, work with allies, and make long-term investments toward more robust and resilient sourcing.  December 5, 2023.