The Inevitable Train Wreck from Scientific Illiteracy in the Critical Minerals Industry

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“The pervasive lack of basic scientific literacy among journalists, policymakers, and many credentialed ‘experts’ continues to produce misleading and largely worthless reporting on critical minerals. Without addressing this fundamental ignorance, we risk making uninformed decisions that threaten our economic security and technological future,” stated Jack Lifton, Co-Chair, Critical Minerals Institute (CMI)

Subject-matter illiteracy among those reporting on critical minerals makes most such reporting worthless and misleading.

The decline in Western general education is no more evident anywhere than in the lack of general knowledge of chemistry, physics, and geology exhibited by today’s “journalists,” elected officials, bureaucrats, humanities students, and even among credentialed “experts” in the increasingly narrowly defined STEM subjects.

Here’s the way to put a value on any report or opinion piece about critical minerals: ask if the writer knows what a mineral is.

A mineral is a physical form of one or several chemical elements that is stable under the conditions of temperature, pressure, and air composition that exist today. Our access to any chemical element depends on our ability to concentrate a mineral containing that element, selectively extract that element from the mineral by chemical processes, and purify it and convert it temporarily to its elemental form or a related form for final use (with few exceptions, elemental forms are not stable under the contemporary conditions of air composition and temperatures and pressures necessary to support human life).

The final use of the chemical element(s) derived from the mineral will depend on our technological capability to economically maintain them in their useful metastable physical form, so that the electronic properties they impart in that form can be utilized.

The minerals in which the chemical elements are found are only stable because they represent the element’s lowest energetic form in the chemical and energy environment in which it exists (our world).

The only minerals of value are those from which forms of the desired chemical elements can be selectively extracted and processed economically further into forms that can be used to manufacture useful products.

Accessible concentrations of minerals high enough to be economically processed into useful forms of chemical elements by known physical and chemical techniques are called mines.

A mine that has not yet been built is called a deposit.

The identification of a mineral grouping, the concentration and extent of which is unknown, is called a discovery until and unless it can be proven that the concentration and extent of the mineral(s) can be economically processed by known physical and chemical techniques into useful forms. If this is the case, the discovery can be called a deposit.

Determining the grade and extent of a discovery is highly speculative and expensive, This is however the key value sought in “junior mining“, which is a term for exploration, a process with very low expectation of profit, unless a discovery is made that is either developed into a deposit, or appears highly likely to be able to be turned into a deposit.

The necessity for large quantities of copper and hydrocarbons (fossil fuels) in the late nineteenth century as electric and internal combustion engines rapidly replaced steam power ignited a mining rush in the Western United States. Ultimately, of course, this led to government involvement, and the Bureau of Mines was formed and then the United States Geological Survey (USGS).

At that same time, the mass production of electricity came into being and this allowed the development of modern copper (and aluminum) refining (and. Yes, copper and aluminum are both extracted from their ores by the same electrochemical methods developed in the late nineteenth century.

By the end of the twentieth century, financial legerdemain had taken over the American government’s view of mining, and the Hollywood version of natural resource exploration and mining had predominated in Washington. If we need natural resources, we will just buy them was the new received wisdom.

The U.S. Department of Interior had the Bureau of Mines, the Bureau of Land Management, and the USGS. All of these entities were consolidated and weakened, and “research mining operations” and expensive, extensive mineral exploration and discovery verification were eliminated by early in the twenty-first century. Their accumulated wisdom was allowed to dissipate.

The U.S. government’s ranks of experienced, hands-on, mineral explorers (prospectors) and operationally experienced mining engineers has been allowed to wither away and today the only “reports” written are based on laboratory work and bibliographic “research.” The link with the commercial world of natural resource exploration and production was broken at the end of the twentieth century.

Thus we have inexperienced “experts” giving information to uneducated journalists about critical “minerals” sourcing, processing, and use.

Should China and China’s natural resource based industries worry about competition from nations with industrial policies created by bureaucrats with little or no operational or industrial experience?

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5 responses

  1. Sparty Avatar
    Sparty

    Thanks for the article.

    I find this to be a problem that is likely applicable to many Australian deposits.

    Resource : Reserves. The USGS usually refers to reserves. However, this can be somewhat misleading, as countries/companies with vast resources haven’t had time or wealth to delineate reserves. This seems to be the case with Ukrainian, Australian etc?

  2. Rare Earths Investor Avatar
    Rare Earths Investor

    Thanks for the ongoing opinion pieces.

    Very helpful to those who are in your non-expert category (including REI). Hence, rather than try to fool ourselves that we have more technical knowledge than we do, instead, we focus on ‘concrete’ events that directly benefit RE wannabees. The moves that suggest such wannabees are more likely (but never guaranteed) to emerge into the new ROW RE value chains.

    We believe in the adage that regardless of the economics of a RE project, if no entity demonstrates (a tleast pen to paper) they want in, then the RE project is likely a nonevent! We look for such actual events as our potential green flags (MOUs and LOIs are still not actualised). Unfortunately, such project demise may well be the fate of the large majority of the 100-plus ROW RE wannabees.

    Tech’ knowledge clearly can help RE retail investors in their endeavors, but the ability to recognize macro trends in today’s geopolitical world that are/will positively (or negatively) impact wannabees, countries, even regions is equally vital.

    True expert opinions can offer one source to help investors wade through the media hype and chaff (i.e., journalists, analysts, wannabee releases, etc) that have submerged the RE sector most of this decade; in particular, to help identify a few potential kernels of sector wheat.

    GLTA – REI

  3. Hugh Sharman Avatar
    Hugh Sharman

    Thank you, Jack!
    China seems stronger by the day!
    What are your thoughts about European “governments’ ranks of experienced, hands-on, mineral explorers (prospectors) and operationally experienced mining engineers?

    1. Jack Lifton Avatar
      Jack Lifton

      Hugh

      Europeans have been traveling the world seeking mines for a long time. And, most of the processing technologies, end user products, and methods of fabrication of metals were developed in Europe, but, like the United States, many of these legacy skills have been allowed to wither away as it became easier just to train and then just allow the Chinese to achieve world domination of mining and refining, so long as we could continue to get the minerals and metals we needed.
      The Chinese just have to wait us out. If we stay as stupid as we have become, our children will not have any of the necessary skills, and China will dominate.

  4. Graham Willett Avatar
    Graham Willett

    Thanks Jack, a good 101 rendition for aspiring experts!!! I once had a person sit in on a Govt meeting where I was describing REE. I noticed this person was taking copius notes. Later I asked why the interest. They told me they had just been assigned to write government policy on REE and it was lucky they attended the meeting. Cringeworthy.

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