【英文】威尔逊中心报告：加强美国关键矿产供应链的多维战略（28页）

英文研究报告 2021年10月13日 08:04 管理员

Given the many stakeholders and the multilevel permitting process in the U.S., permitting delays pose a signifcant threat to mining projects in the U.S., even in states that have more generous mining policies, such as Nevada, West Virginia, and Arizona. In fact, a 2012 report published by Behre Dolbear found that the U.S. is tied with Papua New Guinea for most signifcant delays in mining permitting.

SNL Mining estimates that extensive permitting regimes decrease the expected value of a mine by half as a direct result of increased costs and risks directly associated with prolonged permitting requirements. Additionally, SNL Mining found that delays associated with permitting result in the loss of one third or more of the mining project23. The impact of U.S. bureaucratic hurdles in the permitting process is best illustrated by the fact that the U.S. comprises only 11% of global spending on global mining exploration, meaning that the majority of U.S. investment goes toward existing mines and mining projects, thus making it exceedingly diffcult for the U.S. to compete on the global scale against formidable competitors such as China24.

Attempts to reform permitting in the U.S. have been met with signifcant challenges, particularly as permitting becomes increasingly politicized and subject to multiple levels of legal challenges.Perhaps the single most important observation from the Critical Minerals Working Group is that there is no single, silver bullet that will solve the vulnerabilities in the U.S. supply chain. Instead of seeking simplistic, unidimensional approaches, the Working Group emphasized the need for a multi-faceted approach that pieces together actions by the private sector and government at both national and international levels.