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Aluminum: The Metal Extraordinaire

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Aluminum: The Metal Extraordinaire

Aluminum: The Metal Extraordinaire

Aluminum (or aluminium) is the world’s most common metal by crustal abundance, making up 8.2% of mass. It’s more common than iron (5.6%) and a whopping 1200x more abundant than copper.

Despite its prevalence, aluminum was not isolated all the way until 1827. This is because it occurs only in compounds, and never in a free form. It also turns out that removing aluminum from these compounds is quite difficult, and an inexpensive process wasn’t discovered until 1886 by a college student in the United States. Charles Martin Hall was interested in the problem, and ran an electric current through a molten mixture of cryolite and aluminum oxide in a wood shed behind his house.

That dropped the price of aluminum drastically, and it became a household metal. Behind iron, aluminum is now the second most used metal in the world. Aluminum can now be found in everything: transportation (planes, cars, and more), buildings, machinery, consumer durables, packaging, and electrical uses.

Original graphic from: GutterMasters

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Technology Metals

Charted: America’s Import Reliance of Critical Minerals

The U.S. is heavily reliant on imports for many critical minerals. How import-dependent is the U.S. for each one, and on which country?

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cropped chart of U.S. import reliance of critical minerals

Charting America’s Import Reliance of Key Minerals

The push towards a more sustainable future requires various key minerals to build the infrastructure of the green economy. However, the U.S. is heavily reliant on nonfuel mineral imports causing potential vulnerabilities in the nation’s supply chains.

Specifically, the U.S. is 100% reliant on imports for at least 12 key minerals deemed critical by the government, with China being the primary import source for many of these along with many other critical minerals.

This graphic uses data from the U.S. Geological Survey (USGS) to visualize America’s import dependence for 30 different key nonfuel minerals along with the nation that the U.S. primarily imports each mineral from.

U.S. Import Reliance, by Mineral

While the U.S. mines and processes a significant amount of minerals domestically, in 2022 imports still accounted for more than half of the country’s consumption of 51 nonfuel minerals. The USGS calculates a net import reliance as a percentage of apparent consumption, showing how much of U.S. demand for each mineral is met through imports.

Of the most important minerals deemed by the USGS, the U.S. was 95% or more reliant on imports for 13 different minerals, with China being the primary import source for more than half of these.

MineralNet Import Reliance as Percentage of ConsumptionPrimary Import Source (2018-2021)
Arsenic100%🇨🇳 China
Fluorspar100%🇲🇽 Mexico
Gallium100%🇨🇳 China
Graphite (natural)100%🇨🇳 China
Indium100%🇰🇷 Republic of Korea
Manganese100%🇬🇦 Gabon
Niobium100%🇧🇷 Brazil
Scandium100%🇪🇺 Europe
Tantalum100%🇨🇳 China
Yttrium100%🇨🇳 China
Bismuth96%🇨🇳 China
Rare Earths (compounds and metals)95%🇨🇳 China
Titanium (metal)95%🇯🇵 Japan
Antimony83%🇨🇳 China
Chromium83%🇿🇦 South Africa
Tin77%🇵🇪 Peru
Cobalt76%🇳🇴 Norway
Zinc76%🇨🇦 Canada
Aluminum (bauxite)75%🇯🇲 Jamaica
Barite75%🇨🇳 China
Tellerium75%🇨🇦 Canada
Platinum66%🇿🇦 South Africa
Nickel56%🇨🇦 Canada
Vanadium54%🇨🇦 Canada
Germanium50%🇨🇳 China
Magnesium50%🇮🇱 Israel
Tungsten50%🇨🇳 China
Zirconium50%🇿🇦 South Africa
Palladium26%🇷🇺 Russia
Lithium25%🇦🇷 Argentina

These include rare earths (a group of 17 nearly indistinguishable heavy metals with similar properties) which are essential in technology, high-powered magnets, electronics, and industry, along with natural graphite which is found in lithium-ion batteries.

These are all on the U.S. government’s critical mineral list which has a total of 50 minerals, and the U.S. is 50% or more import reliant for 43 of these minerals.

Some other minerals on the official list which the U.S. is 100% reliant on imports for are arsenic, fluorspar, indium, manganese, niobium, and tantalum, which are used in a variety of applications like the production of alloys and semiconductors along with the manufacturing of electronic components like LCD screens and capacitors.

China’s Gallium and Germanium Restrictions

America’s dependence on imports for various minerals has resulted in a new challenge resulting from China’s announced export restrictions on gallium and germanium that took effect August 1st, 2023. The U.S. is 100% import dependent for gallium and 50% import dependent for germanium.

These restrictions are seen as a retaliation against U.S. and EU sanctions on China which have restricted the export of chips and chipmaking equipment.

Both gallium and germanium are used in the production of transistors and semiconductors along with solar panels and cells, and these export restrictions present an additional hurdle for critical U.S. supply chains of various technologies that include LED lights and fiber-optic systems used for high-speed data transmission.

The restrictions also affect the European Union, which imports 71% of its gallium and 45% of its germanium from China. It’s another stark reminder to the world of China’s dominance in the production and processing of many key minerals.

The announcement of these restrictions has only highlighted the importance for the U.S. and other nations to reduce import dependence and diversify supply chains of key minerals and technologies.

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Technology Metals

Why Copper Is a Critical Mineral

From the electrical grid to EVs, copper is a key building block for the modern economy.

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why copper is a critical mineral

Why Copper is a Critical Mineral

Copper is critical for everything from the electrical grid to electric vehicles and renewable energy technologies.

But despite copper’s indispensable role in the modern economy, it is not on the U.S. Critical Minerals list.

This infographic from the Copper Development Association shows what makes copper critical, and why it should be an officially designated Critical Mineral.

Copper’s Role in the Economy

Besides clean energy technologies, several industries including construction, infrastructure, and defense use copper for its unique properties.

For example, copper is used in pipes and water service lines due to its resistance to corrosion and durable nature. As the Biden Administration plans to replace all of America’s lead water pipes, copper pipes are the best long-term solution.

Copper’s high electrical conductivity makes it the material of choice for electric wires and cables. Therefore, it is an important part of energy technologies like wind farms, solar panels, lithium-ion batteries, and the grid. The demand for copper from these technologies is projected to grow over the next decade:

Energy TechnologyAnnual Copper Demand Growth (2021-2035P)Use of Copper
Offshore wind23.3%Undersea cables, generators, transformers
Battery storage21.8%Transformers, wiring
Automotive*14.0%Batteries, motors, charging infrastructure
Solar PV11.9%Wiring, heat exchangers
Onshore wind9.8%Cabling, transformers, substations
Electrical transmission7.2%Transformers, cables, circuit breakers
Electrical distribution2.7%Transformers, cables, circuit breakers

*excludes internal combustion engine (ICE) vehicles.

Furthermore, policies like the Inflation Reduction Act and Bipartisan Infrastructure Law will bolster copper demand through energy and infrastructure investments.

Given its vital role in numerous technologies, why is copper not on the U.S. Critical Minerals list?

Copper and the Critical Minerals List

The USGS defines a Critical Mineral as having three components, and copper meets each one:

  1. It is essential to economic and national security.
  2. It plays a key role in energy technology, defense, consumer electronics, and other applications.
  3. Its supply chain is vulnerable to disruption.

In addition, copper ore grades are falling globally, from an average of 2% in 1900 to 1% in 2000 and a projected 0.5% in 2030, according to BloombergNEF. As grades continue falling, copper mining could become less economical in certain regions, posing a risk to future supply.

The current USGS list of Critical Minerals, which does not include copper, is based on supply risk scores that use data from 2015 to 2018. According to an analysis by the Copper Development Association using the USGS’ methodology, new data shows that copper meets the USGS’ supply risk score cutoff for inclusion on the Critical Minerals list.

Despite not being on the official list, copper is beyond critical. Its inclusion on the official Critical Minerals list will allow for streamlined regulations and faster development of new supply sources.

The Copper Development Association (CDA) brings the value of copper and its alloys to society, to address the challenges of today and tomorrow. Click here to learn more about why copper should be an official critical mineral.

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