The Fuse

Minerals & Materials

Featured Story

PRC’s Evolving Export Controls: From Retaliation to a Global Compliance Regime

China's recent expansion of export controls to super hard materials, medium and heavy rare earth elements (REEs), REE production equipment, and high-density lithium-ion batteries and battery materials highlights China's desire to institutionalize control over global supply chains and the dangerous vulnerabilities driving long-term diversification and resilience efforts among allied economies.

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Minerals & Materials

The U.S. Critical Minerals List Might Soon Include Nickel. What Does That Mean?

Nickel's inclusion on the critical minerals list would lend new government focus to a mineral in growing demand.

topics: critical minerals
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Minerals & Materials

Ford’s Big Bet on EVs

Ford announces the largest investment in its 118-year history with a decisive jump into electric vehicles.

topics: critical minerals, Electric Vehicles
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Minerals & Materials

IEA: Shortage of Critical Minerals Could Delay Energy Transition

The IEA warns that the current supply of critical minerals will not be enough to meet the energy transition demand.

topics: critical minerals, Electric Vehicles
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Advancing Mobility

The United States Must Develop Its CASE Supply Chain To Make Cruise AV Milestone Count

Cruise intends to be the first company to test its fully driverless vehicles on the dense city streets of San Francisco.

topics: autonomous vehicles, critical minerals, Electric Vehicles, Geopolitics, supply chains
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Minerals & Materials

IEA: EVs to Gain More Market Share

While EV sales have taken a hit during the pandemic, analysts believe it will not derail the march toward electrification.

topics: Electric Vehicles
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Minerals & Materials

A Win-Win Opportunity: EV Battery Recycling, the Environment and Energy Security

While recycling end-of-life EV batteries presents both opportunities and challenges, sourcing critical materials for future applications holds significant potential for the domestic EV supply chain and ultimately U.S. energy security.

topics: critical minerals, Electric Vehicles
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Minerals & Materials

The United States Lags On Critical EV Minerals Development

As the electric vehicle market matures, increasing attention is being paid to the United States' critical mineral supply chain.

topics: critical minerals, Electric Vehicles
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Energy Security

NDAA Provides Opportunity To Counter China’s Strategic EV Ambitions

Beijing views the capture of the EV supply chain as a strategic priority. The United States can counter this by agreeing to small amendment in the Nation Defense Authorization Act.

topics: critical minerals, Electric Vehicles
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Minerals & Materials

Race to Secure Strategic Minerals Gaining National Urgency

The United States is losing the global battery arms race to China, with significant potential energy security consequences

topics: critical minerals, Electric Vehicles