OPINION: Election plot twist: Trump and Musk to oversee great US battery boom in red states – by Simon Moores (Benchmark Minerals – November 26, 2024)

https://source.benchmarkminerals.com/

In the alliance between President-elect Donald Trump and Elon Musk stands the pending electric vehicle (EV) battery boom in the US. Lithium ion batteries are a new mega-industry in-waiting sparked by $110 billion of Inflation Reduction Act (IRA) money.

Three years ago, while China dominated, the US was a bystander in this global battery arms race with only a handful of gigafactories producing batteries for domestic EV production. Today, 40 super-sized battery plants span the country in stages of construction that will soon employ up to 4,000 American workers and spark over 50,000 related jobs per site.

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Cleveland-Cliffs CEO still keen on acquiring U.S. Steel as uncertainty weighs on Nippon bid – by Niall McGee (Globe and Mail – November 26, 2024)

https://www.theglobeandmail.com/

Cleveland-Cliffs Inc. chief executive Lourenco Goncalves says he is still interested in buying United States Steel Corp. to create an American champion, as regulators continue to deliberate over whether to allow Japan’s Nippon Steel Corp. to buy the company.

Cleveland-based Cliffs, which recently acquired Canadian steelmaker Stelco Holdings Inc., attempted to buy its Pittsburgh-based competitor U.S. Steel in the summer of 2023. But Nippon Steel swooped in with a higher bid late last year that U.S. Steel’s board backed.

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Column: Trump 2.0 won’t reverse Biden’s critical minerals push – by Andy Home (Reuters – November 21, 2024)

https://www.reuters.com/

Donald Trump has described the Inflation Reduction Act (IRA) as a “green scam” and vowed to repeal it after he returns to the White House in January. This is bad news for sectors such as electric vehicles (EV) and wind power, which have been major recipients of the Biden administration’s signature $369 billion energy transition legislation.

But some of the “new green deal” money has also been channeled to the US industrial base, such as the $75 million allocated for an upgrade of Constellium’s aluminum rolling mill in West Virginia.

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Opinion: Arkansas just found a large lithium deposit. But lithium ain’t what it used to be – by Gus Carlson (Globe and Mail – November 23, 2024)

https://www.theglobeandmail.com/

Gus Carlson is a U.S.-based columnist for The Globe and Mail.

Just weeks after a discovery that could transform humble Arkansas into an unexpected global powerhouse in a green-tech future, the state is learning the hard way that, as in life and love, when it comes to lithium, timing is everything.

A study released last month by the U.S. Geological Survey and the Arkansas Department of Energy and Environment revealed a huge deposit of lithium – the essential element in batteries for electric vehicles – in a limestone aquifer known as the Smackover Formation in the southwestern section of the state.

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Russia temporarily limits nuclear-fuel shipments to US – by Liezel Hill (Bloomberg News – November 15, 2024)

https://www.bnnbloomberg.ca/

Russia is temporarily limiting exports of enriched uranium to the US, creating potential supply risks to utilities operating American reactors that generate almost a fifth of the country’s electricity.

The Russian government didn’t provide details of the restrictions or their duration in a Friday statement on Telegram. Utilities tend to make purchases well in advance, so any impact is unlikely to be immediate.

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Will we go back? Exploring the Edmund Fitzgerald wreck 49 years later – by Josh Berry (Fox 17 Online – November 10, 2024)

https://www.fox17online.com/

OTD in 1975: The SS Edmund Fitzgerald lost to the depths of Lake Superior

GRAND RAPIDS, Mich. — It’s part of Michigan and midwest lore. Lost to the depths of the Great Lakes, the SS Edmund Fitzgerald sank on November 10, 49 years ago. We took a look back through the lens of a man who has laid eyes on the site himself.

“Because of the notoriety, because of the song from Gordon Lightfoot, everybody wants to know about the Edmund Fitzgerald,” said Ric Mixter. There aren’t many people better suited for answers on the wreckage than Ric Mixter. He’s published a 300-page book on the Fitzgerald, three documentaries, and a four-hour podcast.

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Amid Upper Peninsula mining rush, tribe is still living with past pollution – by Kelly House (Bridge Michigan – November 7, 2024)

https://www.bridgemi.com/

KEWEENAW BAY — After years of uncertainty, Dione Price hopes her community may win a long battle to clean up century-old mining waste. Years of advocacy by partners including the Keweenaw Bay Indian Community, where Price is environmental health manager for the tribal government, have resulted in a new plan to clean up the notorious Gay stamp sands, a waste pile visible from space that is smothering critical fish habitat in Lake Superior.

And 40 miles downstream, where yet more mining waste has washed ashore on the tribe’s reservation, native plants are eking out an existence on a scarred landscape thanks to the tribe’s habitat restoration efforts. “It’s promising,” Price said, a testament to how far the UP has come toward healing environmental harms caused by the mining industry.

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Explainer: what Trump 2.0 means for the mining industry – by Caroline Peachey (Mining Technology – November 7, 2024)

https://www.mining-technology.com/

With Donald Trump securing his return to the White House just hours after the polls closed, we explore what his second term could mean for the mining sector.

Former US President Donald Trump has been declared the winner of the 2024 US election, after surpassing the 270 votes needed to win the presidency and likely also the popular vote. Republicans also control the Senate, which they may even hold throughout 2024 having picked up West Virginia, Ohio and Montana from the Democrats, analysts from GlobalData TS Lombard predict.

Control of the House remains a toss-up, with a result potentially weeks away. The Democrats got a head start by flipping at least two seats in New York, although two seats in Pennsylvania may turn Republican. However, several states including Arkansas, California, Maine and Michigan remain battlegrounds.

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Miners react to election news – by Munira Rajkotwalla (Mining Magazine – November 6, 2024)

https://www.miningmagazine.com/

Domestic push and less red-tape emerge as key themes

As the US prepares to usher in another Trump presidency, the mining industry is watching closely. Topics like the country’s China outlook, investment policy and environmental regulation are all expected to have ripple effects for miners and service providers, both in country and out.

Some industry leaders see the possibility of renewed policies aimed at reducing red tape and accelerating project timelines, aligning with former President Trump’s pro-business stance.

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US Election: what a Trump or Harris victory means for critical minerals – by Caroline Peachey (Mining Technology – November 4, 2024)

https://www.mining-technology.com/

Both candidates have pledged their support for mining and recognise the strategic importance of critical minerals for the energy transition and national security.

In the most anticipated political event of the year, the 2024 US presidential elections will see Kamala Harris and Donald Trump battle for America’s vote on 5 November. It is an extremely tight race. Polls are predicting a “knife-edge” result, with outcomes in seven swing states set to decide who will become the next US president.

Both candidates have pledged their support for mining and recognise the strategic importance of critical minerals for the energy transition and national security. Here, Mining Technology looks at how critical minerals policy could be impacted by the election outcome.

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Book Brings W.Va. Mine Wars History To Young Readers (West Virginia Public Broadcasting – November 6, 2024)

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The West Virginia mine wars played an important part in U.S. history, but for decades were often left out of history classes. A new book aims to change that. It’s titled The Mine Wars: The Bloody Fight for Workers’ Rights in the West Virginia Coalfields, by Steve Watkins.

The mine wars occurred in the early 1900s as the United Mine Workers tried to unionize coal mines, and coal companies fought back — literally. The conflict culminated in the Battle of Blair Mountain, which was the largest armed insurrection in the US since the American Civil War.

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Utah has the last conventional uranium mill in the country. What does it do? – by Anastasia Hufham (Salt Lake Tribune – October 7, 2024)

https://www.sltrib.com/

The mill’s owner and regulators say there’s no evidence its uranium processing is causing contamination. But a nearby tribe and others fear the impacts of increased demand.

San Juan County – Trucks filled with thousands of pounds of rock roll up a paved road, the namesake twin buttes of Bears Ears National Monument visible in the distance on a clear day. The dark gray rock is uranium ore headed to the White Mesa Mill in Utah’s rural San Juan County — the last remaining “conventional” uranium mill in the United States.

The country’s other 14 uranium recovery sites solely process rock from the site where they’re located. This leaves White Mesa as the only American uranium mill still accepting ore and other radioactive materials from around the country and the world.

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Massive lithium deposit found across southeastern US could end reliance on imports – by Shane Galvin (New York Post – October 23, 2024)

https://nypost.com/

A new geological survey has discovered enough lithium to meet global demand for the next six years. The study, led by the United States Geological Survey, discovered between 5 million and 19 million tons of lithium reserves in a rock formation in the southern part of the continental US, Fox Business reported.

Scientists derived samples from the Arkansas portion of the Smackover Formation – which spans six states from Florida’s Gulf Coast, through parts of Alabama, Louisiana, Mississippi, and stretching across Texas.

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1 dead and 23 rescued after elevator issue at Colorado tourist mine left some trapped 1,000 feet underground for 6 hours – by Jeff Winter, Sarah Moon and Dalia Faheid (CNN.com – October 11, 2024)

https://www.cnn.com/

(CNN) One person has died and 23 people have been rescued after an elevator malfunction trapped them hundreds of feet underground at the Mollie Kathleen Gold Mine, a tourist mine in Cripple Creek, Colorado, officials said Thursday.

At around noon Thursday, the mine experienced a mechanical issue with its elevator system, causing “a severe danger for the participants,” Teller County Sheriff Jason Mikesell said during a news conference. The cause of the incident remains under investigation. “Accidents happen when dealing with this kind of machinery,” Mikesell said.

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Beijing’s nickel glut leaves America penniless – by Oliver McPherson-Smith (The Hill – October 2, 2024)

https://thehill.com/

Oliver McPherson-Smith, Ph.D., is the director of the Center for Energy & Environment at the America First Policy Institute.

America’s vast mineral wealth has underwritten our nation’s evolution into an economic and military superpower. From the gold rush that fueled the race westward almost 200 years ago to the iron ore and coal miners that powered the construction of bridges, skyscrapers, rail lines and military vessels, mining has been central to American prosperity.

Sadly, America’s commitment to mining its resources has fallen victim to progressive dogma. Now, Beijing’s vast influence over global mineral supply chains poses an economic threat to the United States. While the Biden-Harris administration is hamstringing American mining projects in red tape, Chinese miners are preemptively flooding the global market to keep American minerals in the ground.

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