The Fuse

Minerals & Materials

Featured Story

Geopolitical Supply Shocks Reshaping Global Aluminum Availability

Last week’s attacks on two of the world’s largest aluminum smelters have increased fears that aluminum prices could persist. Combined with recent Iranian attacks on critical energy infrastructure throughout the Middle East, primary producers are in a precarious position—facing increased energy costs and damaged facilities. The aluminum market, which was already undergoing a structural realignment before the current conflict, is now teetering on a crisis. 

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Minerals & Materials

The National Security Case for America’s Only Alumina Refinery

Primary aluminum is indispensable to U.S. national defense, critical for fighter jets, Navy vessels, missile systems, and other technologies. With only one domestic alumina refinery operating, the Atalco facility in Louisiana, America faces a single-point-of-failure risk in its defense supply chain.

topics: aluminum, National Security, supply chains
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Minerals & Materials

Copper Tariffs: Upsides, Unknowns, National Security Considerations, and the Potential for a New Smelter?

Expected copper shortfalls in the coming decade create both an opportunity and a warning: rising demand could incentivize new supply, but failure to meet it will deepen future constraints. The Section 232 investigation puts actions on the table to remedy the situation, but China’s strategic smelting overcapacity will remain a barrier. However, whether the tariff regime will ultimately create a signal to invest in copper refining remains to be seen.

topics: China, Copper, critical minerals, supply chains
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Minerals & Materials

Scrap, or Strategic Asset? America Must Rethink its Approach to Secondary Aluminum

Aluminum scrap must be prioritized as a strategic asset, and we must reconsider recycling practices and policies concerning secondary aluminum—not only to meet increasing demand, but to prevent this valuable resource from flowing to our competitors or adversaries.

topics: aluminum, National Security, supply chains
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Minerals & Materials

The US-Indonesia Trade Deal and Critical Minerals: Opportunities, Key Questions and Known Unknowns

A new trade deal with Indonesia could exempt the US from the country's current export ban on critical minerals. It could redirect meaningful volumes of material—but will only matter if the US is able to build the capacity to transform the raw ore.

topics: critical minerals, Indonesia, nickel, Trade
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Minerals & Materials

Watch: Untangling the U.S. Government’s Many Critical Minerals and Materials Lists

Watch the SAFE Center for Critical Minerals Strategy's recent webinar which convened experts from the Department of the Interior, Energy, and Defense for a webinar examining the U.S. government’s many critical minerals and materials lists to get clarity about how various departments determine what gets included on these lists and how the different methodologies may change in the future.

topics: critical materials, critical minerals, supply chains
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Minerals & Materials

Deep-Sea Mining: State of Play

Lying on the abyssal plains of oceans at depths of 3,500-6,000 meters, polymetallic nodules contain essential minerals used in the electric vehicle batteries fueling the energy transition. Enriched in manganese, nickel, copper, and cobalt, nodule fields of interest have been identified in the Clarion-Clipperton Zone (CCZ), Penrhyn Basin, and Peru Basin of the Pacific Ocean as well as in the north Indian Ocean. Reserves of certain critical minerals found in the CCZ alone have been estimated to surpass global terrestrial reserves.

topics: Materials, Minerals
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Minerals & Materials

Aluminum is Essential to Emerging Energy Technology

Aluminum is one of the foundational industrial materials of modern society, integral to everything from passenger airplanes to kitchen appliances.  Recent U.S. legislative incentives – lead by the Inflation Reduction Act (IRA) – to produce more solar panels, EVs, electrical charging infrastructure, and other clean energy transition products will increase the demand for primary aluminum only further.

topics: aluminum, Materials, Minerals
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Minerals & Materials

Critical Minerals, Critical Constraints

The Theory of Constraints was developed in 1984 by Dr. Eliyahu Goldratt, an Israeli business management consultant.  Goldratt’s key insight was that every process has at any time one key constraint that limits production flow.  Once the constraint is identified and resolved (through a combination of quick fix and more structural improvements), the next constraint becomes apparent and can be similarly attacked.  The Theory of Constraints (ToC) has since become a powerful management tool frequently used in supply chain and manufacturing.  ToC can also provide insight into the policy maker actions required to hit aggressive regulatory and production targets for EV sales.

topics: Electric vehicle batteries, Electric Vehicles, TOC
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Minerals & Materials

More Electricity Production Key to EU’s Energy Future

Most fears around Europe’s energy crisis have dissipated thanks to a warm winter and emergency measures adopted by the European Union (EU) and its members. EU countries seem to have some breathing room as they implement their ambitious plan to speed up the deployment of renewables and zero-emission vehicles

topics: critical minerals, Electric Vehicles, supply chains