The EV Revolution – the West “adopts” the Diktat

A key problem of the decision to electrify the powertrains of personal and road-freight vehicles in most industrialized countries is that it was purely politically, not market, driven outside of China (and I think Korea and perhaps even Japan). The “scientific model” making bureaucrats in support of the lowest common denominator social justice, re-election, and … Continue reading The EV Revolution – the West “adopts” the Diktat

The Global Supply of Critical Metals….. with Chinese Characteristics

We wouldn’t expect a charity to fund a mine, much less a comprehensive national mining program focused on creating national self-sufficiency in critical metals and minerals, one, as an example, that would make a modern industrial country self-sufficient, and in that way “secure,” in critical technology metals. The scale of the challenge is something that … Continue reading The Global Supply of Critical Metals….. with Chinese Characteristics

Sobering Thoughts on Battery Metals

I want to introduce a new biweekly column in which I am going to review and criticize particular recent and general contemporary analysis of the supply and demand of those natural resources that are accessible practically and economically for mankind’s use now and in the near term. My view of the necessity for particular natural … Continue reading Sobering Thoughts on Battery Metals

The Trump Doctrine and American Self-sufficiency in critical materials

The president recognizes the United States is engaged in economic war—and his policies reflect the will to fight back The mainstream media’s bias against President Donald Trump has caused it to miss the most dynamic change in American foreign policy in a century, implemented by the president this year. The president’s earlier withdrawal from the … Continue reading The Trump Doctrine and American Self-sufficiency in critical materials

Looking at the “China 2025” plan; The OEM Automotive Industry and Critical Materials

Jack Lifton of Jack Lifton LLC Summary China will dominate the OEM automotive Industry's demand for critical materials for EVs Capitalism with Chinese Characteristics outdoes free markets in sourcing critical materials China is openly seeking EV technology in any way it can Over the coming decade 2017-2027 the driver of demand for critical materials is … Continue reading Looking at the “China 2025” plan; The OEM Automotive Industry and Critical Materials