Teb Chaws Asmeskas Mineral Thiab Hlau Insecurity yog Kev Nyab Xeeb Kev Nyab Xeeb Hauv Tebchaws. Tsis Tau Ua.

"Semiconductors yog ib qho khoom noj me me rau qhov peb tab tom xav txog ntawm cov roj teeb hauv ob xyoo tom ntej."RJ Scaringe, CEO, Rivian, Plaub Hlis Ntuj 18, 2022

Yog tias peb tau kawm ib yam los ntawm Putin txoj kev ua tsov rog tsis raug cai, nws yog qhov Kev Ruaj Ntseg Zog yog peb qhov txiaj ntsig zoo tshaj plaws.

Cov neeg European tsis quav ntsej nws rau ntau xyoo lawm, thiab nws tau tawg rau lawv hauv txoj kev phem tshaj plaws.

Qhov tseeb, Kev Ruaj Ntseg Zog yog tam sim no tau pom raws nraim qhov nws ib txwm ua: lub hauv paus ntawm National Security.

Nyiv lub foob pob ntawm Pearl Harbor yuav tsum tau qhia peb tias qhov tseeb tshaj 80 xyoo dhau los.

Yog li, txoj kab nyiaj hauv Putin txoj kev ua tsov rog tsis raug cai yog tias nws tau ua zoo rau sab hnub poob.

Lub hom phiaj mus nrhiav kom tau ntau thiab ntau tus kheej txaus ntawm lub zog yog qhov tsis tu ncua.

Energy-Climate yog qhov sib npaug, tau kawg, thiab peb tau muaj ntau tus neeg ntse thiab tseem ceeb heev uas tsis quav ntsej thawj feem.

Qhov kev puas tsuaj uas tau nthuav tawm hauv Tebchaws Europe, qhov twg cov khoom tsis txaus thiab cov nqi hluav taws xob siab tsis txaus ntseeg txuas ntxiv ua rau muaj kev puas tsuaj, qhia peb tias yuav ua li cas tshwm sim thaum lub zog txoj cai dhau los ua qhov tsis muaj tseeb thiab dhau ntawm kev cia siab rau sab nraud tsis muaj zog.

Nws qhia txog qhov tseem ceeb rau "ua kom ntau li ntau tau hauv tsev."

Rau Teb Chaws Asmeskas, tsis muaj thaj chaw zoo dua rau qhov tam sim no tshaj li qhov peb xav tau kom nthuav dav Asmeskas cov mining thiab kev ua haujlwm sai.

Raws li Kev Hloov Hloov Hluav Taws Xob loj zuj zus mus, kev mining yuav nce zuj zus los ua lub zog tsav tom qab peb Kev Ruaj Ntseg Zog (piv txwv li National Security).

Thaum peb xav txog kev ntxiv cua, hnub ci, thiab hluav taws xob tsheb (EVs), peb yuav tsum xav tam sim ntawd txog kev tsuas, rau cov minerals thiab hlau uas muaj lawv (tom qab no "cov ntaub ntawv tseem ceeb").

Hauv kev nrhiav cov khoom siv txuas ntxiv dua tshiab, EVs, thiab lawv cov txheej txheem cuam tshuam (xws li, chaw them nqi), peb tsis muaj kev xaiv tab sis tsim kom muaj lub hauv paus kev lag luam los tsim lawv.

Yog tias tsis muaj cov ntaub ntawv tseem ceeb no, peb pheej hmoo poob peb Kev Ruaj Ntseg Zog ib yam li Europe tau ua.

Raws li peb tus kws pab tswv yim txog hluav taws xob OECD, International Energy Agency muaj tau meej tias Txoj Kev Hloov Hluav Taws Xob Zoo Tshaj Plaws uas peb tab tom pib yog cov khoom siv ntau dua li peb lub zog tam sim no ua los ntawm fossil fuels.

Los ntawm lub zog mus rau huab cua, peb yeej ntsib ib qho tseem ceeb ntawm kev coj ncaj ncees kom loj hlob peb cov mining hauv tsev thiab ua cov ntaub ntawv tseem ceeb.

Ethically, yuav ua li cas peb puas tuaj yeem ua pov thawj kev cia siab rau ua qhev los ntawm Tuam Tshoj rau hnub ci vaj huam sib luag los yog tus me nyuam zog nyob rau hauv DR Congo rau mine lub cobalt rau EVs?

Nws yog txhua yam tsis ncaj ncees lawm.

Qhov no txhua yam yuav pom tseeb dua vim tias feem ntau cov tebchaws tseem muaj kev sib tw hauv lub zog sib tw rau cov khoom tseem ceeb uas yuav ua rau lub ntiaj teb lub zog ntawm tag kis: "Tuam Tshoj Lub Hom Phiaj 33% Rov Ntxiv Fais Fab Los Ntawm 2025. "

Xav tau daim ntawv teev npe ntev Tsis tshua muaj ntiaj teb, lithium, hlau, graphite, npib tsib xee, tooj liab, graphite, thiab kaum ob ntawm lwm yam tseem ceeb twb pib nce siab.

Peb cov lus teb rau Energy-Climate kev sib tw yuav tsum yog ib qho hauv tsev vim tias cov khoom siv tam sim no thiab cov khw muag khoom tsis muaj kev nyab xeeb thiab muaj ib qho kev ua tsis tiav.

S&P Ntiaj Teb lus ceeb toom ntawm Russia lub tswv yim hoarding: "Russia yog lub tsev rau 16.8% ntawm lub ntiaj teb no tsis tshua muaj reserves, tab sis nws tau pab tsawg tshaj li 1% ntawm lub ntiaj teb no ntau lawm nyob rau hauv 2021."

Sab hnub poob tawm tsam Putin tuaj yeem siv EVs ntau ntxiv tam sim no: Russia tab tom ua qee qhov $ 20 nphom hauv ib hlis ntawm kev muag roj los pab nyiaj rau nws txoj kev ua tsov rog tsis raug cai.

Peb yuav tsum ua kom peb tus kheej zoo dua vim tias peb qhov kev cia siab rau cov ntaub ntawv tseem ceeb uas tau muab los ntawm cov khoom tseem ceeb twb yog qhov tsis zoo.

Raws li US Geological Survey, ntshuam tau raws li ntau tshaj 50% ntawm US noj rau 47 nonfuel ntxhia khoom, thiab peb yog 100% net import reliant rau 17 ntawm cov.

Tuam Tshoj tswj hwm cov khoom lag luam tseem ceeb tshaj plaws, tuav 80% ntawm lub ntiaj teb Rare-Earths kev lag luam thiab 60% ntawm lithium ua lag luam.

Piv txwv li Asmeskas kev lag luam mining tuaj yeem pab tshem tawm lithium tsis txaus uas yog thawb cov nqi ntawm cov roj teeb thiab ua kom qeeb ntawm EV kiv puag ncig.

Qhov teeb meem tseem ceeb yog lub sijhawm txaus ntshai lag luam hauv kev pom zoo tsuas.

Hmoov tsis zoo, Tus Thawj Saib Xyuas Kev Pabcuam Ntuj Raúl Grijalva (D-Ariz.) tau coj ib pawg neeg tsim cai lij choj los txhawb txoj cai lij choj General Mining.

Nws yog ib lub tswv yim ntawm cov se siab, cheb tus nqi, thiab cov kev cai sib npaug uas yuav thaiv kev nyab xeeb kev nce qib los ntawm kev thaiv cov mining hauv tsev ntawm cov ntaub ntawv tseem ceeb uas xav tau rau kev rov ua dua tshiab thiab EVs.

Thaum peb xav tau kev txhim kho kev lag luam mining, peb xav tau nws los txiav cov teeb meem thiab txhawb kom US ntau lawm, tsis yog qhov tseeb.

Thaum nws los tawm tsam kev hloov pauv huab cua, peb txhua tus paub tias lub sijhawm yog qhov tseem ceeb.

Qhov kev thov tau tsim rau cov ntaub ntawv tseem ceeb tseem ua rau peb lub peev xwm los nqa cov khoom siv online kom tau raws li cov kev xav tau.

Piv txwv li, nws tuaj yeem siv sijhawm li ob peb xyoos los tsim lub roj teeb mega-lub Hoobkas tab sis txog ib xyoo caum xwb kom tau txais daim ntawv tso cai rau lub mine uas xav tau los muab ib qho ntawm cov hlau rau cov roj teeb.

Peb txoj cai mining yog qhov tsis txaus ntseeg peb lub hom phiaj ntawm lub zog huv: ntawm tooj liab thiab npib tsib xee, "Biden tswj hwm tshem tawm Trump-pom zoo Minnesota daim ntawv xauj tsev. "

Qhov xwm zoo yog tias muaj kev paub txog bipartisan tias lub ntiaj teb kev ua lag luam yuav tsis ua rau peb qhov kev cia siab ntawm kev xa khoom tuaj.

Senators Lisa Murkowski (R-Alaska) thiab Joe Manchin (D-West Virginia) yog cov uas tau thov Thawj Tswj Hwm Biden kom hu rau Defense Production Act los muab tsoomfwv cov nyiaj los pab dhia-pib mines tshiab lossis nthuav cov uas twb muaj lawm, tsawg kawg yog tsib hlau.

Tab sis xav tau ntau ntxiv.

Thaum kawg, cov pab pawg ib puag ncig lawv tus kheej yuav tsum yog cov neeg txhawb nqa loj tshaj plaws ntawm US mining kiv puag ncig.

Peb txoj kev lag luam yog lub luag haujlwm ib puag ncig ib puag ncig ib puag ncig hauv ntiaj teb, vim tias ntau tus neeg muag khoom tsis muaj kev tiv thaiv huab cua.

ESG cov qhab nia hauv cov haujlwm yuav ua rau peb nyiam.

Tsis txhob hais tias "tsim ntau ntawm no txhais tau tias cov ntaub ntawv tseem ceeb uas peb siv yuav tsis muaj emissions cuam tshuam nrog thauj lawv ntawm no."

Hmoov zoo, kev kwv yees muaj ntau heev.

Peb muaj ntau dua $ 6 trillion hauv cov peev txheej pob zeb paub, nthuav dav thoob plaws ntau lub xeev.

Thiab ntau E&P yog khi kom pom ntau ntxiv: "Saudi Arabia ntawm lithium 'yog nyob rau yav qab teb California. "

Tau qhov twg los: https://www.forbes.com/sites/judeclemente/2022/06/02/americas-mineral-and-metal-insecurity-is-a-national-security-threat-it-doesnt-have-to- ua/