Critical Minerals
The U.S. Needs To Expand Its Cobalt Reserves
In March, Jervois Global Limited suspended construction on its Idaho Cobalt Operations mine (ICO), citing high completion costs and prices too low to yield profits. The $150 million project was...
Is South America A New Persian Gulf?
When the Anglo-Persian Oil Company, now British Petroleum, discovered Iranian oil in 1908, a century of petroleum energy primacy followed. The same is rapidly becoming true for minerals like lithium,...
Rare Earths Supply Chains and Confrontation with China
The war in Ukraine has resulted in ammunition shortages for U.S. troops and years-long backlogs for key weapons systems. But the danger of these shortages pales in comparison to the...