Critical Materials Bulletin

Critical Materials Bulletin

How Trump’s First Term Laid the Groundwork for Bipartisan Action on a Domestic Lithium Supply Chain and Climate Initiatives

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Mith Besler
Nov 09, 2024
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Republican Policies on Critical Minerals and Climate Change

As global demand for critical minerals like lithium surges, the United States has prioritized securing its supply chain to support technologies such as electric vehicles (EVs) and renewable energy storage systems. Critical minerals lithium, nickel, and rare earth elements are essential for advanced technologies that power the modern economy, from EV batteries to energy storage solutions. With China leading the global supply of these minerals, U.S. policymakers view this dependency as a significant vulnerability. Republican lawmakers, beginning with initiatives under the Trump administration, have been vocal about the need to reduce foreign reliance on critical minerals through policies supporting domestic production, streamlined permitting, and innovative partnerships. Additionally, as concerns around climate change grow, Republicans have embraced market-driven solutions and technological advances, such as lithium-ion battery initiatives, to address economic and environmental needs. Republican policies on critical minerals and climate reflect a focus on economic security, energy independence, and technology-driven climate action.

Trump’s Strategy on Critical Minerals and EV Battery Policy

In 2017, President Trump issued Executive Order 13817, titled “A Federal Strategy to Ensure Secure and Reliable Supplies of Critical Minerals.” This order instructed federal agencies to assess vulnerabilities in U.S. critical mineral supply chains, with a special focus on resources like lithium, essential for EV battery production. The Department of the Interior responded by identifying 35 essential minerals, highlighting lithium’s importance to national security and the economy. This order was a cornerstone of Trump’s approach to securing mineral resources for technologies supporting U.S. energy dominance, including EVs, even though President Trump broadly supported traditional energy sources.

The Trump administration also recognized the strategic role of EVs and battery technology as part of the larger energy portfolio. While President Trump Is often critical of EV subsidies and direct policy support for EVs, he emphasized the importance of battery technologies for national energy independence. By supporting lithium extraction, simplifying mining regulations, and investing in research, the administration indirectly backed EV production and battery technology advancements. These initiatives aligned with President Trump’s “energy dominance” strategy, which sought to strengthen U.S. control over critical resources while promoting a balanced approach that included fossil fuels and advanced technologies like EVs.

Republican Approach to Climate Change: Market-Driven Solutions and Technological Innovation

In recent years, the Republican stance on climate policy has shifted to prioritize market-driven solutions and innovation-based responses. Historically, many Republicans have opposed restrictive climate mandates driven by the debate on man made climate change, viewing them as potentially harmful to economic growth. However, as public concern about climate change has increased, Republican leaders have increasingly advocated for technological innovation over regulatory mandates as a pathway to reduce emissions. Rather than mandates, Republicans support advancements in clean energy sources, lithium-ion battery technology, and nuclear energy as part of a diversified energy mix. This approach is grounded in the belief that innovation can address emissions effectively while ensuring U.S. energy independence.

Lithium-ion batteries have emerged as a key component of this innovation-focused strategy. Republicans argue that developing advanced battery technology will not only support emissions reductions but also strengthen U.S. competitiveness in the global clean energy market. By reducing the cost of energy storage and improving battery efficiency, lithium-ion technology can make renewable energy sources, like solar and wind, more reliable. This technological pathway, Republicans assert, can achieve climate objectives without regulatory burdens that could stifle economic growth.

Key Legislative Initiatives and Bipartisan Support

Several bipartisan bills and Republican lawmakers have advanced critical mineral and battery technology policies that align with Republican priorities. Key legislative efforts include:

  • The American Mineral Security Act (2019): Sponsored by Senator Lisa Murkowski (R-AK) and co-sponsored by Senator Joe Manchin (D-WV), this bill aimed to enhance U.S. critical mineral independence by investing in exploration, extraction, and recycling technology. Although it did not pass, the bill’s bipartisan support underscored a shared commitment to addressing mineral dependency. Democratic backing from Manchin, a senator from a coal-rich state, reinforced the idea that mineral independence and economic stability are interconnected priorities.

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