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Tag: National Security

  The fragility of the global metals supply chain exposed by the pandemic shutdowns will continue to be the leading factor contributing to uncertainty in industries across the board. Now as the scramble to recover continues in 2022, the global metals supply chain could be tightening even further.

Resource Erectors Heavy Industry Watch 2022 US steelmaker stocks took a hit last week after an outstanding year for the North American steel industry throughout 2021. The sell-off came after one Canadian CEO fell on his own sword by predicting that the North American Steel market in 2022 is analogous to “a falling knife”. Share […]

Hydrogen vs. Lithium: Let’s get ready to rumble!  Last year we witnessed a notorious, knock-down-drag-out, public relations battle between two of the world’s most powerful and influential green energy moguls; even though the two billionaire contenders were never in the same room. Now the hydrogen sector of the green energy industry is swinging back hard. 

It’s called the NIMBY effect and no global industry is more universally challenged by “Not In My Back Yard” opposition than the mining and quarry sectors. Except perhaps the nuclear power industry, and in either sector, rarely is the opposition justified. 

  Resource Erectors Industry Watch Q4 2021 24/7 optimized production is the rule in construction aggregates rather than the exception now.  Aggregate operations by the end of 2021 are under the gun and have no time for downtime. Not with a market share of nearly $74 billion on the table over the next 5 years. […]

  If you accept the evaluation of the folks over at Weedlife, hemp is the “dream green” construction material. But can the US make the industrial hemp transition? In 2018 President Trump signed the 2018 Farm Bill that legalized hemp as a legitimate agricultural and industrial product. That bill revived the long-lost US hemp industry […]

Resource Erectors Industry Watch Q4-December 2021 The industry watchers here at Resource Erectors were happy to see the 11 November press release from construction materials and energy industry giant Saint-Gobain, announcing a substantial 400 million USD investment earmarked for expanding the US gypsum industry and more in the domestic construction materials sector.  According to the […]

Resource Erectors Industry Watch Q4 2021: What a difference a year makes. Last year in October 2020, we reported that President Trump had rightly declared a national emergency in the US mining industry to secure reliable domestic mineral and battery metal resources, all to meet explosive demand in the brave new green world. Earlier in […]

  Resource Erectors Industry Innovation Watch Q4 2021 Unless you’ve been living under an uncrushed rock yourself, it’s not breaking news for heavy industry professionals that the demand for metals, minerals, and construction aggregates is reaching unprecedented levels in industrial sectors across the board.  Affected industries range from precast concrete to civil and residential construction, […]

  “Benchmark’s Lithium Carbonate Price EXW China (battery) has increased 313.33% since this time last year, reaching RMB 185,000/tonne ($28,675) in mid-October. Lithium carbonate prices are presently at all-time highs and set to continue on their upward trajectory as demand continues to outstrip supply.”- Battery Metals Supply Shortage – Miners Win, Lithium-Ion Battery Makers Lose […]

  Resource Erectors Q4 2021-2022 Heavy Industry Review Part 1 China is facing soaring raw material costs, weakened manufacturing, a widespread power shortage, and the explosive Evergrande Effect in the real estate sector.  This November the inevitable Evergrande collapse looms large and ripple effects from China are beginning to rumble throughout the global economy. But […]

  Industry Watch at Resource Erectors Q4 2021 And we thought Jeff Bezos’ benchmark order for 100,000 Amazon delivery EVs by 2030 was ambitious? Now, like a Phoenix rising from the ashes, recently bankrupt Hertz has announced that it will buy 100,000 Tesla Model 3 small cars by the end of 2022.  In accordance with […]