RESOURCE SECURITY WATCH NO. 64

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#ResourceSecurity #Caucasus #Africa #GlobalSecurity #ForeignPolicy

BREAKING: The United States and Argentina have finalized a strategic agreement on critical minerals supply.

#USArgentina #CriticalMinerals #ResourceSecurity #EnergyTransition #SupplyChain #Geopolitics #BRICS #GlobalSouth #EconomicDeals #Decarbonization

Unidentified speaker announces 'Project Vault' to build U.S. reserve of critical minerals An unidentified speaker announced Project Vault, a federal-style reserve for critical minerals meant to shield American businesses and workers from supply shortages, citing $10 billion in Export-Import Bank financing and $2 billion in private funds and saying taxpayers could profit from loan interest.

The mysterious launch of "Project Vault" promises to safeguard American industry with a strategic reserve of critical minerals, funded by billions in financing and aiming for taxpayer profit.

Click to read more!

#US #EconomicStability #CitizenPortal #SupplyChainResilience #ResourceSecurity

Norway discovers world's largest phosphate deposit—worth ~$24 trillion. The find could let it control over half the global supply of the vital mineral used in fertiliser & green tech, reshaping geopolitics & its own economy. #Norway #Phosphate #Geopolitics #GreenTech #ResourceSecurity #GlobalEconomy

News from E+E Leader Critical mineral demand is rising fast—but resilience depends on more than new supply.

This webinar looks at how recovery from mining, oil, gas, and power-sector waste… http://dlvr.it/TQK93L #CriticalMinerals #ResourceSecurity #CircularEconomy #EnergySystems #Sustainability

🌊 Water-WAY Workshop, 8 Dec (2-4 PM, ENV/105x)!

York researchers: Let's map our water expertise + strategy for industry. Themes: #PublicHealth, #ResourceSecurity, #Environment.

👉 Action: Fill out a slide (DM for link) & RSVP: fiona.frame@york.ac.uk.

Even if you can't attend, submit a slide!

More Than a Resource: The Illegal Sand Trade and its Risk to the Global South

"The Illegal Sand Trade & Risks in the Global South" by Chavan introduces the Sand Risk Index, revealing India’s high vulnerability to organized illegal extraction, while the UAE’s dependency poses geopolitical risks. Urges stronger regulation. spkl.io/63326Ab5V8 #ResourceSecurity

India imports most critical minerals & lacks processing tech, despite having some unmined rare earth deposits. 🇮🇳 Future MSP role unclear; relies on other nations for supply. ⏳ #India #ResourceSecurity #Technology

US, EU, Aus aim to build alternative supply chains, but it'll take years. ⏳ Beijing tightens controls on exports & processing tech. Extraction is often toxic, using chemicals & radioactive elements. ☣️ #ResourceSecurity #CleanTech #Environment

This pact secures Australia's vast economic interests in PNG, home to its companies in mining, gas, banking & construction. 💰 It ensures a stable environment for investments amid China's bid for influence in resource-rich nations. 📈 #Economy #Investment #ResourceSecurity

The US is also boosting domestic production via CA & WY mines, & previously secured critical mineral access w/ Ukraine. 🇺🇦 This signals a broader strategic shift to secure vital resources amid increasing global tensions. 🌍 #ResourceSecurity #USPolitics

Initial investments target Arafura Rare Earths (mine), Sunrise Energy Metals (scandium/cobalt), & Alcoa (gallium plant for semiconductors). 💎💡 Signals Western recognition of need to catch up to China's refined metals dominance. #USChina #ResourceSecurity

Despite trade friction w/ China, it remains Australia's top export market. 💰 This deal highlights efforts to diversify strategic mineral sources, with Australia offering reserve shares to allies like the US & UK. 🌍 #Trade #Diplomacy #ResourceSecurity

Minerals diplomacy as geoeconomic statecraft: Implications for resource security priorities in a rapidly changing world | Planetary Security Initiative Report by the Finnish Institute of International Affairs, October 2025This report on the strategic competition for Critical Raw Materials (CRMs) and Rare Earth Elements (REEs) concludes that securing ...

New @fiia.fi report by Cordelia Ponczek: China controls 60-90% of #CriticalRawMaterials supply chains amid increasing demands from defence and tech.

📖 Read the full report: www.planetarysecurityinitiative.org/news/mineral...

#ResourceSecurity #GeoEconomics

The REE "sticking point" highlights supply chain vulnerability & strategic resource control. 💡 China's long game is yielding trade leverage, forcing global players to invest in alternatives & domestic capabilities to counter reliance. #ResourceSecurity #SupplyChain

India is also securing critical minerals via National Critical Minerals Mission (₹34,300 cr outlay over 7 yrs). 🇮🇳⏳ #IndiaMinerals #ResourceSecurity

US Pentagon plans $1B critical minerals stockpile! 💰 Aiming to counter China's dominance in essential tech & defense materials. 🛡️ #USDefense #ResourceSecurity

China's rare earth leverage is real! 🎣 Diversification is key for nations relying on these vital materials. 💡 #ResourceSecurity #Innovation

#diagrams #theariofrancos #geoeconomics #commodityboom #resourcesecurity #greendominance #drillbabydrill #climatedenials #diagrammes #géoéconomie #sécurisationdesressources #matièrespremières #boommatièrespremières #sécuritédesressources #lithium #dénisclimatiques #changementclimatique

[2/3] Ces projets visent à réduire la dépendance aux importations en extrayant 10% des besoins dans l’UE, en transformant 40% localement et en recyclant 25%. La France est le pays le plus engagé, avec 9 projets, dont plusieurs sur le lithium et le recyclage. #geography #mining #REE #ResourceSecurity

L’Europe relance des projets miniers La Commission européenne a dévoilé fin mars une liste de 47 "projets stratégiques" pour renforcer la production de matières premières en...-Matières premières

[1/3] Fin mars, la Commission européenne a sélectionné 47 projets dans 13 pays pour renforcer la production de matières premières critiques, avec 22 sites pour le lithium, 12 pour le nickel et 10 pour le cobalt, indispensables aux batteries électriques. #geography #mining #REE #ResourceSecurity

Why are the rare earths China is withholding so precious? China is blocking exports of these vital minerals. What makes them so special?

6/6 Long-term solutions include developing domestic mines and processing facilities, plus recycling from electronics like old hard drives and phone batteries.

www.scientificamerican.com/article/why-...
#Recycling #ResourceSecurity

Circular Economies in Tech:
A Peacekeeping Imperative
- Author: Jude S. Ngu'Ewodo - nguewodo.blogspot.com/2025/03/circ...
#CircularEconomy #SustainableTech #ResourceSecurity #ConflictFreeMinerals #TechForGood

North Dakota House calls for US annexation of Greenland to secure resources North Dakota's House proposes annexation of Greenland to enhance national security and resource access.

North Dakota's legislature is igniting a bold conversation about annexing Greenland to secure vital resources and enhance national security—could this shift the global power balance?

Click to read more!

#ND #CitizenPortal #NorthDakotaLegislation #ResourceSecurity #GeopoliticalIssues

🔄IMSPARK: Securing the Future of Raw Materials 🔄 Social justice, Digital Equity, Poverty, Accessible Technology, Marginalized communities, Pacific, COFA, Veterans, Low-Income, Affordable housing

www.imagine-pacific.com/2025/02/imsp...

🔄IMSPARK: Securing the Future of Raw Materials 🔄

Labels: #CircularEconomy, #ClimateSmartMining, #GreenInnovation, #IMSPARK, #INTRAW, #RawMaterials2050, #ResourceSecurity, #SustainableMining, #TechForSustainability

Citations: [1] https://www.cnn.com/2025/02/04/world/trump-ukraine-minerals-military-aid-intl/index.html [2] https://www.independent.co.uk/news/world/europe/trump-zelensky-rare-earth-metals-b2693202.html [3] https://kyivindependent.com/trump-wants-ukraines-rare-earths-what-critical-materials-does-ukraine-actually-have/ [4] https://gmk.center/en/posts/ukrainian-titanium-the-export-of-titanium-ores-from-ukraine-decreased-by-42-y-y-in-2022/ [5] https://www.argusmedia.com/en/news-and-insights/latest-market-news/2654270-trump-eyes-ukraine-metals-in-exchange-for-aid [6] https://www.weforum.org/stories/2024/07/the-future-of-critical-raw-materials-how-ukraine-plays-a-strategic-role-in-global-supply-chains/ [7] https://brdo.com.ua/en/news/tytan-zolota-zhyla-ekonomiky-ukrayiny-yak-stvoryty-pryvablyvi-investytsijni-umovy-dlya-efektyvnoyi-rozrobky-tytanovyh-pokladiv/ [8] https://www.mining.com/web/ukraine-sells-titanium-producer-in-rare-wartime-privatization/ [9] https://www.nbcnews.com/news/world/trump-says-will-continue-funding-ukraines-war-effort-wants-something-r-rcna190555 [10] https://warontherocks.com/2025/02/trump-needs-a-plan-on-ukraines-buried-treasure/ [11] https://www.dentons.com/en/insights/articles/2024/august/20/ukraine-critical-minerals [12] https://www.themoscowtimes.com/2025/02/04/rare-earths-for-aid-ukraines-minerals-threatened-by-war-a87862

#UkraineMinerals #Geopolitics #CriticalMinerals #Titanium #Lithium #Graphite #Uranium #RareEarths #USUkraineRelations #SupplyChainDiversification #CleanEnergy #BatteryTechnology #DefenseIndustry #GlobalTrade #ResourceSecurity #Zelensky #Trump #RussiaUkraineConflict #EconomicRecovery

Recent remarks by U.S. President Donald Trump have highlighted Ukraine's vast reserves of critical minerals, sparking discussions about their potential role in geopolitical negotiations. Trump has suggested that access to Ukraine's mineral resources could be tied to continued U.S. military aid as the country defends itself against Russia's invasion. While Trump referred to "rare earths," Ukraine's mineral wealth is more accurately characterized by its significant deposits of **titanium, lithium, graphite, and uranium**, rather than globally significant reserves of rare earth elements like neodymium or praseodymium[1][5][9]. ### Key Points: 1. **Ukraine's Mineral Wealth**: - Ukraine holds **Europe's largest titanium reserves** (7% of global reserves) and is a major producer of titanium dioxide, essential for industries like aerospace and defense[6][7]. - It possesses **half a million tons of lithium**, making it the largest lithium resource in Europe, critical for battery production and clean energy technologies[2][6]. - The country also has **20% of the world's graphite resources**, vital for electronics and green technologies[3][6]. - Other critical minerals include beryllium, gallium (used in semiconductors), uranium, and zirconium, which are important for nuclear and military applications[3][6]. 2. **Geopolitical Context**: - Much of Ukraine's mineral-rich territory is in regions affected by Russian occupation or conflict, complicating mining operations. For instance, 53% of its mineral wealth lies in areas like Donetsk and Zaporizhzhia, which are partially under Russian control[2][10]. - The U.S. interest in diversifying supply chains away from China, which dominates global rare earth processing, adds urgency to securing alternative sources like Ukraine[1][6]. 3. **Strategic Implications**: - Accessing these resources could help the U.S. reduce reliance on China for critical materials used in advanced technologies and defense systems.

#UkraineMinerals #Geopolitics #CriticalMinerals #Titanium #Lithium #Graphite #Uranium #RareEarths #USUkraineRelations #SupplyChainDiversification #CleanEnergy #BatteryTechnology #DefenseIndustry #GlobalTrade #ResourceSecurity #Zelensky #Trump #RussiaUkraineConflict #EconomicRecovery