These are the memos associated with our second workshop held in Austin in April 2024. This page also includes several presentations from U.S. Government officials to the workshop.
Session 1 – What are the National Security Consequences of U.S. Dependence on Imported Critical Minerals and Battery Supply Chains?
Josh Busby and Harrison Kaeller, University of Texas at Austin
Getting De-Risking ‘Just Right’ on Critical Minerals and Battery Supply Chains pdf
Gregory Wischer, Dei Gratia Minerals
How Demand-Side Policies in the Keystone Industries Can Help Revive the US Mineral Industry: A Case Study of the US Automotive Industry pdf
Session 2 – What are the Political Risks of Sourcing from the Global South (Indonesia)?
Alvin Camba, University of Denver
The Political Economy of Indonesia’s Nickel Mining Industry pdf
Karan Bhuwalka, Stanford and Elsa Olivetti, MIT
Nickel Market Dynamics and the Security of the Battery Supply Chain pdf
Session 3 – What are the Political Risks of Sourcing from the Global South (Africa)?
Jonas Goldman, Net Zero Lab – SAIS Johns Hopkins and Carnegie Endowment for International Peace
Creating a Battery Hub in Africa’s Graphite Triangle pdf
Cullen Hendrix, Peterson Institute for International Economics
East Africa’s Potential Role in US Graphite Supply Chains pdf
Elisa Yoshiara and Fabian Villalobos, RAND
The Lobito Atlantic Railway: Is It Enough and Can the US Make Up for Lost Time? pdf
Session 4 – How Does the Private Sector View These Challenges?
Brian Korgel – University of Texas at Austin
Michael Webber – University of Texas at Austin
U.S. Government Presentations
U.S. Department of Defense
DoD Efforts to Secure the Battery Defense Industrial Base: Conversation on Critical Minerals pdf
Joe Sopcisak, U.S. Department of Defense
Manufacturing Capability Expansion & Investment Prioritization (MCEIP) Overview pdf
U.S. Department of Energy
DOE’s Critical Minerals and Materials Portfolio pdf