Closing the Infrastructure Gap for Decarbonization: The Case for an Integrated Mineral Supply Agreement.

Significant amounts of feedstock metals will be required to build the infrastructure for the green energy transition. It is currently estimated, however, that the world may be facing an "infrastructure gap" that could prevent us from meeting United Nations Sustainable Development Goal targets. Prior investigations have focused on the extractive aspects of the mining industry to meet these targets and on looming bottlenecks and regional challenges in these upstream market segments. Scant attention has been paid to the downstream processing segments of the raw materials value chain, which also has a high degree of market concentration. Growing international tensions and geopolitical events have resulted in a shift toward "reshoring" and "near-shoring" of mining processing capabilities as regional powers attempt to make metal supply chains more secure. While increasing resilience, these shifts can also dilute the overall effectiveness of the global mining supply network and subsequently hamper the world's ability to close the green energy infrastructure gap. We argue that broadening the remit of the International Renewable Energy Agency (IRENA) to include coordinating these mission-critical metal processing functions can mitigate these issues. The G20 is one potential forum for enabling an integrated mineral processing agreement under the auspices of IRENA.

Costs, Substitution, and Material Use: The Case of Rare Earth Magnets.

Environmental technologies depend on raw materials, some of which are subject to volatile costs and availability concerns. One way to address these concerns is through substitution, of which there are many types. An important form of substitution in the short term is adopting an alternative production process, yielding a material with the same functional properties with less material input. In effect, technology substitutes for material. This study elucidates the role increased and uncertain material costs play in inducing different substitution types in the short to medium term. Specifically, this paper uses an expert survey to determine the relative importance of eight specific industry responses taken by magnet and wind turbine manufacturers in response to the 2010/2011 rare-earth price spike through 2016. Statistical tests show adopting an existing production process for magnets was the most important response, followed by cost passthrough, using an alternate magnet grade in a redesigned generator system, and using alternate systems altogether. The paper also provides specific findings for the magnet and wind turbine industries with respect to each substitution type.

How Cerium and Lanthanum as Coproducts Promote Stable Rare Earth Production and New Alloys.

The largest outputs of rare earth mining are the low-value byproducts cerium and lanthanum, which burden rare earth supply chains because they must be separated from more desirable rare earths used in magnet production. Promoting demand for cerium and lanthanum can potentially diversify the economics of rare earth mining and improve supply chain stability for all rare earth elements. A promising avenue for increasing byproduct rare earth element demand is their use in aluminum alloys; an application for cerium and lanthanum offering multiple benefits to manufacturing such as energy reduction and improved throughput. Experimental materials science and economic implications of Al-rare earth element alloys will be discussed. We show that Al-La/Ce alloys have elevated mechanical strength compared to more traditional aluminum alloys, in some formulations can be used without heat treatment, and possess a highly castable eutectic microstructure. This report presents the use of cerium and lanthanum in aluminum alloys as an example of how supply chain focused approaches to technological development can benefit stakeholders at every step in production.

Minerals go critical.

The spectre of insecure supplies of some mineral raw materials could hinder the development and deployment of new technology. This Commentary discusses and analyses the reasons behind the potential insecurity, how markets are responding, and what roles government should play.