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2022 Energy Security Program Agenda 'Critical Minerals: Global Supply Chains and Indo-Pacific Geopolitics'

Completed

Now in its eighteenth year, NBR’s Energy Security Program convenes senior policy and industry leaders and energy specialists to engage in high-level discussion of and research on Asia’s energy policies and the geopolitical impact. Today’s program will focus on several pressing issues, including the securitization of supply chains, the geopolitics of critical minerals, and the United States’ role in maintaining critical supply chains in Asia.

As countries across the Indo-Pacific set increasingly ambitious targets to electrify their energy systems and achieve net-zero emissions in their energy, power, and transportation sectors, demand will sharply rise for critical minerals and rare earth elements essential for this transformation. The IEA estimates that global demand will quadruple by 2040, leading some experts to suggest that the clean energy transition will make critical minerals the 'new oil.' Increasing demand for these minerals and metals-including copper, nickel, cobalt, lithium, aluminum, graphite, and rare earth minerals like neodymium-presents numerous obstacles for the clean energy industry and policymakers seeking to expand electrification, renewable energy supplies, and new battery technologies, among other products.

Event Details

  • Date: Thursday, 28 July  2022
  • Time: 8:30AM - 1:00 PM EDT

08:30 – 08:35

Welcome and Introduction

  • Ashley Johnson, The National Bureau of Asian Research
  • Michael Kugelman, Woodrow Wilson International Center for Scholars

08:35 - 09:05

Setting the Stage: The New Geopolitics of Energy

Moderator: Mikkal Herberg, The National Bureau of Asian Research, University of California San Diego

Authors: 

  • Phung Quoc Huy, Asia Pacific Energy Research Centre
  • Wu Yu-Hsuan, Asia Pacific Energy Research Centre

Discussants:

  • Jason Bordoff (Invited), Columbia Climate School
  • Meghan O’Sullivan (Invited), Harvard Kennedy School

09:15 – 10:30

Engaging Exporters: Possibilities for Expanding Regional Capacity

Moderator: Ashley Johnson, The National Bureau of Asian Research

Authors: Llewelyn Hughes, Australian National University

Discussants:

  • Han Phoumin, Economic Research Institute for ASEAN and East Asia
  • Prashanth Parameswaran, Woodrow Wilson International Center for Scholars
  • Brian Yates, Stantec

10:40 – 12:00

Reversing Inaction: Secure Supply Chains for Critical Mineral Importers

Moderator: Jim Slutz, National Petroleum Council

Authors: 

  • Sharon Burke, Ecospherics
  • Kristin Vekasi, University of Maine

Discussants:

  • Hisashi Inoue, Japan Bank for International Cooperation
  • Abigail Wulf, Securing America’s Future Energy

12:00 – 1:00

Working Lunch Keynote

Speaker: Douglas HOLLETT (Invited), U.S. Department of Energy

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