I was taught in high school that the US was running out of its resources and that Canada still had much of its resources. That was decades ago. As well, throughout the years, usually during a vote in Québec about separating, I’ve heard rumblings about the US absorbing part or all of Canada as something they call ‘Manifest Destiny,’ which dates back to the 19th century.
Unlike the previous forays Into Manifest Destiny, this one has not been precipitated by any discussion of separation.
Manifest Destiny
It took a while for that phrase to emerge this time but when it finally did the Canadian Broadcasting Corporation (CBC) online news published a January 19, 2025 article by Ainsley Hawthorn providing some context for the term, Note: Links have been removed,
U.S. president-elect Donald Trump says he’s prepared to use economic force to turn Canada into America’s 51st state, and it’s making Canadians — two-thirds of whom believe he’s sincere — anxious.
But the last time Canada faced the threat of American annexation, it united us more than ever before, leading to the foundation of our country as we know it today.
In the 1860s, several prominent U.S. politicians advocated for annexing the colonies of British North America.
“I look on Rupert’s Land [modern-day Manitoba and parts of Alberta, Saskatchewan, Nunavut, Ontario, and Quebec] and Canada, and see how an ingenious people and a capable, enlightened government are occupied with bridging rivers and making railroads and telegraphs,” Secretary of State William Henry Seward told a crowd in St. Paul, Minn. while campaigning on behalf of presidential candidate Abraham Lincoln.
“I am able to say, it is very well; you are building excellent states to be hereafter admitted into the American Union.”
Seward believed in Manifest Destiny, the doctrine that the United States would inevitably expand across the entire North American continent. While he seems to have preferred to acquire territory through negotiation rather than aggression, Canadians weren’t wholly assured of America’s peaceful intentions.
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In the late 1850s and early 1860s, Canadian parliament had been so deadlocked it had practically come to a standstill. Within just a few years, American pressure created a sense of unity so great it led to Confederation.
The current conversation around annexation is likewise uniting Canada’s leaders to a degree we’ve rarely seen in recent years.
Representatives across the political spectrum are sharing a common message, the same message as British North Americans in the late nineteenth century: despite our problems, Canadians value Canada.
Critical minerals and water
Prime Minister Justin Trudeau had a few comments to make about US President Donald Trump’s motivation for ‘absorbing’ Canada as the 51st state, from a February 7, 2025 CBC news online article by Peter Zimonjic, ·
Prime Minister Justin Trudeau told business leaders at the Canada-U.S. Economic Summit in Toronto that U.S. President Donald Trump’s threat to annex Canada “is a real thing” motivated by his desire to tap into the country’s critical minerals.
“Mr. Trump has it in mind that the easiest way to do it is absorbing our country and it is a real thing,” Trudeau said, before a microphone cut out at the start of the closed-door meeting.
The prime minister made the remarks to more than 100 business leaders after delivering an opening address to the summit Friday morning [February 7, 2025], outlining the key issues facing the country when it comes to Canada’s trading relationship with the U.S.
After the opening address, media were ushered out of the room when a microphone that was left on picked up what was only meant to be heard by attendees [emphasis mine].
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Automotive Parts Manufacturers’ Association president Flavio Volpe was in the room when Trudeau made the comments. He said the prime minister went on to say that Trump is driven because the U.S. could benefit from Canada’s critical mineral resources.
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There was more, from a February 7, 2025 article by Nick Taylor-Vaisey for Politico., Note: A link has been removed,
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In remarks caught on tape by The Toronto Star, Trudeau suggested the president is keenly aware of Canada’s vast mineral resources. “I suggest that not only does the Trump administration know how many critical minerals we have but that may be even why they keep talking about absorbing us and making us the 51st state,” Trudeau said.
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All of this reminded me of US President Joe Biden’s visit to Canada and his interest in critical minerals which I mentioned briefly in my comments about the 2023 federal budget, from my April 17, 2023 posting (scroll down to the ‘Canadian economic theory (the staples theory), mining, nuclear energy, quantum science, and more’ subhead,
Critical minerals are getting a lot of attention these days. (They were featured in the 2022 budget, see my April 19, 2022 posting, scroll down to the Mining subhead.) This year, US President Joe Biden, in his first visit to Canada as President, singled out critical minerals at the end of his 28 hour state visit (from a March 24, 2023 CBC news online article by Alexander Panetta; Note: Links have been removed),
There was a pot of gold at the end of President Joe Biden’s jaunt to Canada. It’s going to Canada’s mining sector.
The U.S. military will deliver funds this spring to critical minerals projects in both the U.S. and Canada. The goal is to accelerate the development of a critical minerals industry on this continent.
The context is the United States’ intensifying rivalry with China.
The U.S. is desperate to reduce its reliance on its adversary for materials needed to power electric vehicles, electronics and many other products, and has set aside hundreds of millions of dollars under a program called the Defence Production Act.
The Pentagon already has told Canadian companies they would be eligible to apply. It has said the cash would arrive as grants, not loans.
On Friday [March 24, 2023], before Biden left Ottawa, he promised they’ll get some.
The White House and the Prime Minister’s Office announced that companies from both countries will be eligible this spring for money from a $250 million US fund.
Which Canadian companies? The leaders didn’t say. Canadian officials have provided the U.S. with a list of at least 70 projects that could warrant U.S. funding.
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“Our nations are blessed with incredible natural resources,” Biden told Canadian parliamentarians during his speech in the House of Commons.
“Canada in particular has large quantities of critical minerals [emphasis mine] that are essential for our clean energy future, for the world’s clean energy future.
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I don’t think there’s any question that the US knows how much, where, and how easily ‘extractable’ Canadian critical minerals might be.
Pressure builds
On the same day (Monday, February 3, 2025) the tariffs were postponed for a month,Trudeau had two telephone calls with US president Donald Trump. According to a February 9, 2025 article by Steve Chase and Stefanie Marotta for the Globe and Mail, Trump and his minions are exploring the possibility of acquiring Canada by means other than a trade war or economic domination,
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“He [Trudeau] talked about two phone conversations he had with Mr. Trump on Monday [February 3, 2025] before the President agreed to delay to steep tariffs on Canadian goods for 30 days.n
During the calls, the Prime Minister recalled Mr. Trump referred to a four-page memo that included a list of grievances he had with Canadian trade and commercial rules, including the President’s false claim that US banks are unable to operate in Canada. …
In the second conversation with Mr. Trump on Monday, the Prime Minister told the summit, the President asked him whether he was familiar with the Treaty of 1908, a pact between the United States and Britain that defined the border between the United States and Canada. he told Mr. Trudeau, he should look it up.
Mr. Trudeau told the summit he thought the treaty had been superseded by other developments such as the repatriation the Canadian Constitution – in other words, that the border cannot be dissolved by repealing that treaty. He told the audience that international law would prevent the dissolution 1908 Treaty leading to the erasure of the border. For example, various international laws define sovereign borders, including the United Nationals Charter of which both countries are signatories and which has protection to territorial integrity.
A source familiar with the calls said Mr. Trump’s reference to the 1908 Treaty was taken as an implied threat. … [p. A3 in paper version]
I imagine Mr. Trump and/or his minions will keep trying to find one pretext or another for this attempt to absorb or annex or wage war (economically or otherwise) on Canada.
What makes Canadian (and Greenlandic) minerals and water so important?
You may have noticed the January 21, 2025 announcement by Mr. Trump about the ‘Stargate Project,’ a proposed US $500B AI infrastructure company (you can find more about the Stargate Project (Stargate LLC) in its Wikipedia entry).
Most likely not a coincidence, on February 10, 2025 President of France, Emmanuel Macron announced a 109B euros investment in French AI sector, from the February 9, 2025 Reuters preannouncement article,
France will announce private sector investments totalling some 109 billion euros ($112.5 billion [US]) in its artificial intelligence sector during the Paris AI summit which opens on Monday, President Emmanuel Macron said.
The financing includes plans by Canadian investment firm [emphasis mine] Brookfield to invest 20 billion euros in AI projects in France and financing from the United Arab Emirates which could hit 50 billion euros in the years ahead, Macron’s office said.
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Big projects, non? It’s no surprise critical minerals will be necessary but the need for massive amounts of water may be. My October 16, 2023 posting focuses on water and AI development, specifically ChatGPT-4,
A September 9, 2023 news item (an Associated Press article by Matt O’Brien and Hannah Fingerhut) on phys.org and also published September 12, 2023 on the Iowa Public Radio website, describe an unexpected cost for building ChatGPT and other AI agents, Note: Links [in the excerpt] have been removed,
The cost of building an artificial intelligence product like ChatGPT can be hard to measure.
But one thing Microsoft-backed OpenAI needed for its technology was plenty of water [emphases mine], pulled from the watershed of the Raccoon and Des Moines rivers in central Iowa to cool a powerful supercomputer as it helped teach its AI systems how to mimic human writing.
As they race to capitalize on a craze for generative AI, leading tech developers including Microsoft, OpenAI and Google have acknowledged that growing demand for their AI tools carries hefty costs, from expensive semiconductors to an increase in water consumption.
But they’re often secretive about the specifics. Few people in Iowa knew about its status as a birthplace of OpenAI’s most advanced large language model, GPT-4, before a top Microsoft executive said in a speech it “was literally made next to cornfields west of Des Moines.”
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In its latest environmental report, Microsoft disclosed that its global water consumption spiked 34% from 2021 to 2022 (to nearly 1.7 billion gallons , or more than 2,500 Olympic-sized swimming pools), a sharp increase compared to previous years that outside researchers tie to its AI research. [emphases mine]
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As for how much water was diverted in Iowa for a data centre project, from my October 16, 2023 posting
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Jason Clayworth’s September 18, 2023 article for AXIOS describes the issue from the Iowan perspective, Note: Links [from the excerpt] have been removed,
Future data center projects in West Des Moines will only be considered if Microsoft can implement technology that can “significantly reduce peak water usage,” the Associated Press reports.
Why it matters: Microsoft’s five WDM data centers — the “epicenter for advancing AI” — represent more than $5 billion in investments in the last 15 years.
Yes, but: They consumed as much as 11.5 million gallons of water a month for cooling, or about 6% of WDM’s total usage during peak summer usage during the last two years, according to information from West Des Moines Water Works.
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The bottom line is that these technologies consume a lot of water and require critical minerals.
Greenland
Evan Dyer’s January 16, 2025 article for CBC news online describes both US military strategic interests and hunger for resources, Note 1: Article links have been removed; Note 2: I have added one link to a Wikipedia entry,
The person who first put a bug in Donald Trump’s ear about Greenland — if a 2022 biography is to be believed — was his friend Ronald Lauder, a New York billionaire and heir to the Estée Lauder cosmetics fortune.
But it would be wrong to believe that U.S. interest in Greenland originated with idle chatter at the country club, rather than real strategic considerations.
Trump’s talk of using force to annex Greenland — which would be an unprovoked act of war against a NATO ally — has been rebuked by Greenlandic, Danish and European leaders. A Fox News team that travelled to Greenland’s capital Nuuk reported back to the Trump-friendly show Fox & Friends that “most of the people we spoke with did not support Trump’s comments and found them offensive.”
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Certainly, military considerations motivated the last U.S. attempt at buying Greenland in 1946.
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The military value to the U.S. of acquiring Greenland is much less clear in 2025 than it was in 1946.
Russian nuclear submarines no longer need to traverse the GIUK [the GIUK gap; “{sometimes written G-I-UK} is an area in the northern Atlantic Ocean that forms a naval choke point. Its name is an acronym for Greenland, Iceland, and the United Kingdom, the gap being the two stretches of open ocean among these three landmasses.”]. They can launch their missiles from closer to home.
And in any case, the U.S. already has a military presence on Greenland, used for early warning, satellite tracking and marine surveillance. The Pentagon simply ignored Denmark’s 1957 ban on nuclear weapons on Greenlandic territory. Indeed, an American B-52 bomber carrying four hydrogen bombs crashed in Greenland in 1968.
“The U.S. already has almost unhindered access [emphasis mine], and just building on their relationship with Greenland is going to do far more good than talk of acquisition,” said Dwayne Menezes, director of the Polar Research and Policy Initiative in London.
The complication, he says, is Greenland’s own independence movement. All existing defence agreements involving the U.S. presence in Greenland are between Washington and the Kingdom of Denmark. [emphasis mine]
“They can’t control what’s happening between Denmark and Greenland,” Menezes said. “Over the long term, the only way to mitigate that risk altogether is by acquiring Greenland.”
Menezes also doesn’t believe U.S. interest in Greenland is purely military.
And Trump’s incoming national security adviser Michael Waltz [emphasis mine] appeared to confirm as much when asked by Fox News why the administration wanted Greenland.
“This is about critical minerals, this is about natural resources [emphasis mine]. This is about, as the ice caps pull back, the Chinese are now cranking out icebreakers and are pushing up there.”
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While the United States has an abundance of natural resources, it risks coming up short in two vital areas: rare-earth minerals and freshwater.
Greenland’s apparent barrenness belies its richness in those two key 21st-century resources.
The U.S. rise to superpower was driven partly by the good fortune of having abundant reserves of oil, which fuelled its industrial growth. The country is still a net exporter of petroleum.
China, Washington’s chief strategic rival, had no such luck. It has to import more than two-thirds of its oil, and is now importing more than six times as much as it did in 2000.
But the future may not favour the U.S. as much as the past.
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I stand corrected, where oil is concerned. From Dyer’s January 16, 2025 article, Note: Links have been removed,
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It’s China, and not the U.S., that nature blessed with rich deposits of rare-earth elements, a collection of 17 metals such as yttrium and scandium that are increasingly necessary for high-tech applications from cellphones and flat-screen TVs to electric cars.
The rare-earth element neodymium is an essential part of many computer hard drives and defence systems including electronic displays, guidance systems, lasers, radar and sonar.
Three decades ago, the U.S. produced a third of the world’s rare-earth elements, and China about 40 per cent. By 2011, China had 97 per cent of world production, and its government was increasingly limiting and controlling exports.
The U.S. has responded by opening new mines and spurring recovery and recycling to reduce dependence on China.
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Such efforts have allowed the U.S. to claw back about 20 per cent of the world’s annual production of rare-earth elements. But that doesn’t change the fact that China has about 44 million tonnes of reserves, compared to fewer than two million in the U.S.
“There’s a huge dependency on China,” said Menezes. “It offers China the economic leverage, in the midst of a trade war in particular, to restrict supply to the West, thus crippling industries like defence, the green transition. This is where Greenland comes in.”
Greenland’s known reserves are almost equivalent to those of the entire U.S., and much more may lie beneath its icebound landscape.
“Greenland is believed to be able to meet at least 25 per cent of global rare-earth demand well into the future,” he said.
An abundance of freshwater
The melting ice caps referenced by Trump’s nominee for national security adviser are another Greenlandic resource the world is increasingly interested in.
Seventy per cent of the world’s freshwater is locked up in the Antarctic ice cap. Of the remainder, two-thirds is in Greenland, in a massive ice cap that is turning to liquid at nearly twice the volume of melting in Antarctica.
“We know this because you can weigh the ice sheet from satellites,” said Christian Schoof, a professor of Earth, ocean and atmospheric sciences at the University of British Columbia who spent part of last year in Greenland studying ice cap melting.
“The ice sheet is heavy enough that it affects the orbit of satellites going over it. And you can record the change in that acceleration of satellites due to the ice sheet over time, and directly weigh the ice sheet.”
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“There is a growing demand for freshwater on the world market, and the use of the vast water potential in Greenland may contribute to meeting this demand,” the Greenland government announces on its website.
The Geological Survey of Denmark and Greenland found 10 locations that were suitable for the commercial exploitation of Greenland’s ice and water, and has already issued a number of licenses.
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Schoof told CBC News that past projects that attempted to tow Greenlandic ice to irrigate farms in the Middle East “haven’t really taken off … but humans are resourceful and inventive, and we face some really significant issues in the future.”
For the U.S., those issues include the 22-year-long “megadrought” which has left the western U.S. [emphases mine] drier than at any time in the past 1,200 years, and which is already threatening the future of some American cities.
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As important as they are, there’s more than critical minerals and water, according to Dyer’s January 16, 2025 article
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Even the “rock flour” that lies under the ice cap could have great commercial and strategic importance.
Ground into nanoparticles by the crushing weight of the ice, research has revealed it to have almost miraculous properties, says Menezes.
“Scientists have found that Greenlandic glacial flour has a particular nutrient composition that enables it to be regenerative of soil conditions elsewhere,” he told CBC News. “It improves agricultural yields. It has direct implications for food security.”
Spreading Greenland rock flour on corn fields in Ghana produced a 30 to 50 per cent increase in crop yields. Similar yield gains occurred when it was spread on Danish fields that produce the barley for Carlsberg beer.
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Canada
It’s getting a little tiring keeping up with Mr. Trump’s tariff tear (using ‘tear’ as a verbal noun; from the Cambridge dictionary, verb: TEAR definition: 1. to pull or be pulled apart, or to pull pieces off: 2. to move very quickly …).
The bottom line is that Mr. Trump wants something and certainly Canadian critical minerals and water constitute either his entire interest or, at least, his main interest for now, with more to be determined later.
Niall McGee’s February 9, 2025 article for the Globe and Mail provides an overview of the US’s dependence on Canada’s critical minerals,
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The US relies on Canada for a huge swath of its critical mineral imports, including 40 per cent of its primary nickel for its defence industry, 30 per cent of its uranium, which is used in its nuclear-power fleet, and 79 per cent of its potash for growing crops.
The US produces only small amounts of all three, while Canada is the world’s biggest potash producer, the second biggest in uranium, and number six in nickel.
If the US wants to buy fewer critical minerals from Canada, in many cases it would be forced to source them from hostile countries such as Russia and China.
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Vancouver-based Teck Resources Ltd. is one of the few North American suppliers of germanium. The critical mineral is used in fibre-optic networks, infrared vision systems, solar panels. The US relies on Canada for 23 per cent of its imports of germanium.
China in December [2024] banned exports of the critical mineral to the US citing national security concerns. The ban raised fears of possible shortages for the US.
“It’s obvious we have a lot of what Trump wants to support America’s ambitions, from both an economic and a geopolitical standpoint,” says Martin Turenne, CEO of Vancouver-based FPX Nickel Corp., which is developing a massive nickel project in British Columbia. [p. B5 paper version]
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Akshay Kulkarni’s January 15, 2025 article for CBC news online provides more details about British Columbia and its critical minerals, Note: Links have been removed,
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The premier had suggested Tuesday [January 14, 2025] that retaliatory tariffs and export bans could be part of the response, and cited a smelter operation located in Trail, B.C. [emphasis mine; keep reading], which exports minerals that Eby [Premier of British Columbia, David Eby] said are critical for the U.S.
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The U.S. and Canada both maintain lists of critical minerals — ranging from aluminum and tin to more obscure elements like ytterbium and hafnium — that both countries say are important for defence, energy production and other key areas.
Michael Goehring, the president of the Mining Association of B.C., said B.C. has access to or produces 16 of the 50 minerals considered critical by the U.S.
Individual atoms of silicon and germanium are seen following an Atomic Probe Tomography (APT) measurement at Polytechnique Montreal. Both minerals are manufactured in B.C. (Christinne Muschi/The Canadian Press)
“We have 17 critical mineral projects on the horizon right now, along with a number of precious metal projects,” he told CBC News on Tuesday [January 14, 2025].
“The 17 critical mineral projects alone represent some $32 billion in potential investment for British Columbia,” he added.
John Steen, director of the Bradshaw Research Institute for Minerals and Mining at the University of B.C., pointed to germanium — which is manufactured at Teck’s facility in Trail [emphasis mine] — as one of the materials most important to U.S industry.
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There are a number of mines and manufacturing facilities across B.C. and Canada for critical minerals.
The B.C. government says the province is Canada’s largest producer of copper, and only producer of molybdenum, which are both considered critical minerals.
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There’s also graphite, not in BC but in Québec. This April 8, 2023 article by Christian Paas-Lang for CBC news online focuses largely on issues of how to access and exploit graphite and also, importantly, indigenous concerns, but this excerpt focuses on graphite as a critical mineral,
A mining project might not be what comes to mind when you think of the transition to a lower emissions economy. But embedded in electric vehicles, solar panels and hydrogen fuel storage are metals and minerals that come from mines like the one in Lac-des-Îles, Que.
The graphite mine, owned by the company Northern Graphite, is just one of many projects aimed at extracting what are now officially dubbed “critical minerals” — substances of significant strategic and economic importance to the future of national economies.
Lac-des-Îles is the only significant graphite mining project in North America, accounting for Canada’s contribution to an industry dominated by China.
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There was another proposed graphite mine in Québec, which encountered significant push back from the local Indigenous community as noted in my November 26, 2024 posting, “Local resistance to Lomiko Metals’ Outaouais graphite mine.” The posting also provides a very brief update of graphite mining in Canada.
It seems to me that water does not get the attention that it should and that’s why I lead with water in my headline. Eric Reguly’s February 9, 2025 article in the Globe and Mail highlights some of the water issues facing the US, not just Iowa,
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Water may be the real reason, or one of the top reasons, propelling his [Mr. Trump’s] desire to turn Canada into Minnesota North. Canadians represent 0.5 per cent of the globe’s population yet sit on 20% or more of its fresh water. Vast tracts of the United States routinely suffer from water shortages, which are drying up rivers – the once mighty Colorado River no longer reaches the Pacific Ocean – shrinking aquifers beneath farmland and preventing water-intensive industries from building factories. Warming average temperatures will intensify the shortages. [p. B2 in paper version]
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Reguly is more interested in the impact water shortages have on industry. He also offers a brief history of US interest in acquiring Canadian water resources dating back to the first North America Free Trade Agreement (NAFTA) that came into effect on January 1, 1994.
A March 6, 2024 article by Elia Nilsen for CNN television news online details Colorado river geography and gives you a sense of just how serious the situation is, Note: Links have been removed,
Seven Western states are starting to plot a future for how much water they’ll draw from the dwindling Colorado River in a warmer, drier world.
The river is the lifeblood for the West – providing drinking water for tens of millions, irrigating crops, and powering homes and industry with hydroelectric dams.
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This has bought states more time to figure out how to divvy up the river after 2026, when the current operating guidelines expire.
To that end, the four upper basin river states of Colorado, Utah, New Mexico and Wyoming submitted their proposal for how future cuts should be divvied up among the seven states to the federal government on Tuesday [March 5, 2024], and the three lower basin states of California, Arizona and Nevada submitted their plan on Wednesday [March 6, 2024].
One thing is clear from the competing plans: The two groups of states do not agree so far on who should bear the brunt of future cuts if water levels drop in the Colorado River basin.
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As of a December 12, 2024 article by Shannon Mullane for watereducationcolorado.org, the states are still wrangling and they are not the only interested parties, Note: A link has been removed,
… officials from seven states are debating the terms of a new agreement for how to store, release and deliver Colorado River water for years to come, and they have until 2026 to finalize a plan. This month, the tone of the state negotiations soured as some state negotiators threw barbs and others called for an end to the political rhetoric and saber-rattling.
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The state negotiators are not the only players at the table: Tribal leaders, federal officials, environmental organizations, agricultural groups, cities, industrial interests and others are weighing in on the process.
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Water use from the Colorado river has international implications as this February 5, 2025 essay (Water is the other US-Mexico border crisis, and the supply crunch is getting worse) by Gabriel Eckstein, professor of law at Texas A&M University and Rosario Sanchez, senior research scientist at Texas Water Resources Institute and at Texas A&M University for The Conversation makes clear, Note: Links have been removed,
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The Colorado River provides water to more than 44 million people, including seven U.S. and two Mexican states, 29 Indian tribes and 5.5 million acres of farmland. Only about 10% of its total flow reaches Mexico. The river once emptied into the Gulf of California, but now so much water is withdrawn along its course that since the 1960s it typically peters out in the desert.
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At least 28 aquifers – underground rock formations that contain water – also traverse the border. With a few exceptions, very little information on these shared resources exists. One thing that is known is that many of them are severely overtapped and contaminated.
Nonetheless, reliance on aquifers is growing as surface water supplies dwindle. Some 80% of groundwater used in the border region goes to agriculture. The rest is used by farmers and industries, such as automotive and appliance manufacturers.
Over 10 million people in 30 cities and communities throughout the border region rely on groundwater for domestic use. Many communities, including Ciudad Juarez; the sister cities of Nogales in both Arizona and Sonora; and the sister cities of Columbus in New Mexico and Puerto Palomas in Chihuahua, get all or most of their fresh water from these aquifers.
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A booming region
About 30 million people live within 100 miles (160 kilometers) of the border on both sides. Over the next 30 years, that figure is expected to double.
Municipal and industrial water use throughout the region is also expected to increase. In Texas’ lower Rio Grande Valley, municipal use alone could more than double by 2040.
At the same time, as climate change continues to worsen, scientists project that snowmelt will decrease and evaporation rates will increase. The Colorado River’s baseflow – the portion of its volume that comes from groundwater, rather than from rain and snow – may decline by nearly 30% in the next 30 years.
Precipitation patterns across the region are projected to be uncertain and erratic for the foreseeable future. This trend will fuel more extreme weather events, such as droughts and floods, which could cause widespread harm to crops, industrial activity, human health and the environment.
Further stress comes from growth and development. Both the Colorado River and Rio Grande are tainted by pollutants from agricultural, municipal and industrial sources. Cities on both sides of the border, especially on the Mexican side, have a long history of dumping untreated sewage into the Rio Grande. Of the 55 water treatment plants located along the border, 80% reported ongoing maintenance, capacity and operating problems as of 2019.
Drought across the border region is already stoking domestic and bilateral tensions. Competing water users are struggling to meet their needs, and the U.S. and Mexico are straining to comply with treaty obligations for sharing water [emphasis mine].
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Getting back to Canada and water, Reguly’s February 9, 2025 article notes Mr. Trump’s attitude towards our water,
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Mr. Trump’s transaction-oriented brain know that water availability translates into job availability. If Canada were forced to export water by bulk to the United States, Canada would in effect be exporting jobs and America absorbing them. In the fall [2024] when he was campaigning, he called British Columbia “essentially a very large faucet” [emphasis mine] that could be used to overcome California’s permanent water deficit.
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In Canada’s favour, Canadians have been united in their opposition to bulk water exports. That sentiment is codified in the Transboundary Waters Protection Act, which bans large scale removal from waterways shared with the United States. … [p. B2 in paper version]
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It’s reassuring to read that we have some rules regarding water removal but British Columbia also has a water treaty with the US, the Columbia River Treaty, and an update to it lingers in limbo as Kirk Lapointe notes in his February 6, 2025 article for vancouverisawesome.com. Lapointe mentions shortcomings on both sides of the negotiating table for the delay in ratifying the update while expressing concern over Mr. Trump’s possible machinations should this matter cross his radar.
What about Ukraine’s critical mineral?
A February 13, 2025 article by Geoff Nixon for CBC news online provides some of the latest news on the situation between the US and the Ukraine, Note: Links have been removed,
Ukraine has clearly grabbed the attention of U.S. President Donald Trump with its apparent willingness to share access to rare-earth resources with Washington, in exchange for its continued support and security guarantees.
Trump wants what he calls “equalization” for support the U.S. has provided to Ukraine in the wake of Russia’s full-scale invasion. And he wants this payment in the form of Ukraine’s rare earth minerals, metals “and other things,” as the U.S. leader put it last week.
U.S. Treasury Secretary Scott Bessent has travelled to Ukraine to discuss the proposition, which was first raised with Trump last fall [2024], telling reporters Wednesday [February 12, 2025] that he hoped a deal could be reached within days.
Bessent says such a deal could provide a “security shield” in post-war Ukraine. Ukrainian President Volodymyr Zelenskyy, meanwhile, said in his daily address that it would both strengthen Ukraine’s security and “give new momentum to our economic relations.”
But just how much trust can Kyiv put in a Trump-led White House to provide support to Ukraine, now and in the future? Ukraine may not be in a position to back away from the offer, with Trump’s interest piqued and U.S. support remaining critical for Kyiv after nearly three years of all-out war with Russia.
“I think the problem for Ukraine is that it doesn’t really have much choice,” said Oxana Shevel, an associate professor of political science at Boston’s Tufts University.
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Then there’s the issue of the Ukrainian minerals, which have to remain in Kyiv’s hands in order for the U.S. to access them — a point Zelenskyy and other Ukraine officials have underlined.
There are more than a dozen elements considered to be rare earths, and Ukraine’s Institute of Geology says those that can be found in Ukraine include lanthanum, cerium, neodymium, erbium and yttrium. EU-funded research also indicates that Ukraine has scandium reserves. But the details of the data are classified.
Rare earths are used in manufacturing magnets that turn power into motion for electric vehicles, in cellphones and other electronics, as well as for scientific and industrial applications.
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Trump has said he wants the equivalent of $500 billion US in rare earth minerals.
Yuriy Gorodnichenko, a professor of economics at the University of California, Berkeley, says any effort to develop and extract these resources won’t happen overnight and it’s unclear how plentiful they are.
“The fact is, nobody knows how much you have for sure there and what is the value of that,” he said in an interview.
“It will take years to do geological studies,” he said. “Years to build extraction facilities.”
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Just how desperate is the US?
Yes, the United States has oil but it doesn’t have much in the way of materials it needs for the new technologies and it’s running out of something very basic: water.
I don’t know how desperate the US is but Mr. Trump’s flailings suggest that the answer is very, very desperate.
Someone in Germany (I think) is very excited about graphite, more specifically, there’s excitement around graphite flakes located in the province of Québec, Canada. Although, the person who wrote this news release might have wanted to run a search for ‘graphite’ and ‘gold rush’. The last graphite gold rush seems to have taken place in 2013.
Much like the gold rush in North America in the 1800s, people are going out in droves searching for a different kind of precious metal, graphite. The thing your third grade pencils were made of is now one of the hottest commodities on the market. This graphite is not being mined by your run-of-the-mill old-timey soot covered prospectors anymore. Big mining companies are all looking for this important resource integral to the production of lithium ion batteries due to the rise in popularity of electric cars. These players include Graphite Energy Corp. (OTC: GRXXF) (CSE: GRE), Teck Resources Limited (NYSE: TECK), Nemaska Lithium (TSX: NMX), Lithium Americas Corp. (TSX: LAC), and Cruz Cobalt Corp. (TSX-V: CUZ) (OTC: BKTPF).
These companies looking to manufacturer their graphite-based products, have seen steady positive growth over the past year. Their development of cutting-edge new products seems to be paying off. But in order to continue innovating, these companies need the graphite to do it. One junior miner looking to capitalize on the growing demand for this commodity is Graphite Energy Corp.
Graphite Energy is a mining company, that is focused on developing graphite resources. Graphite Energy’s state-of-the-art mining technology is friendly to the environment and has indicate graphite carbon (Cg) in the range of 2.20% to 22.30% with average 10.50% Cg from their Lac Aux Bouleaux Graphite Property in Southern Quebec [Canada].
Not Just Any Graphite Will Do
Graphite is one of the most in demand technology metals that is required for a green and sustainable world. Demand is only set to increase as the need for lithium ion batteries grows, fueled by the popularity of electric vehicles. However, not all graphite is created equal. The price of natural graphite has more than doubled since 2013 as companies look to maintain environmental standards which the use of synthetic graphite cannot provide due to its pollutant manufacturing process. Synthetic graphite is also very expensive to produce, deriving from petroleum and costing up to ten times as much as natural graphite. Therefore manufacturers are interested in increasing the proportion of natural graphite in their products in order to lower their costs.
High-grade large flake graphite is the solution to the environmental issues these companies are facing. But there is only so much supply to go around. Recent news by Graphite Energy Corp. on February 26th [2018] showed promising exploratory results. The announcement of the commencement of drilling is a positive step forward to meeting this increased demand.
Everything from batteries to solar panels need to be made with this natural high-grade flake graphite because what is the point of powering your home with the sun or charging your car if the products themselves do more harm than good to the environment when produced. However, supply consistency remains an issue since mines have different raw material impurities which vary from mine to mine. Certain types of battery technology already require graphite to be almost 100% pure. It is very possible that the purity requirements will increase in the future.
Natural graphite is also the basis of graphene, the uses of which seem limited only by scientists’ imaginations, given the host of new applications announced daily. In a recent study by ResearchSEA, a team from the Ocean University of China and Yunnan Normal University developed a highly efficient dye-sensitized solar cell using a graphene layer. This thin layer of graphene will allow solar panels to generate electricity when it rains.
Graphite Energy Is Keeping It Green
Whether it’s the graphite for the solar panels that will power the homes of tomorrow, or the lithium ion batteries that will fuel the latest cars, these advancements need to made in an environmentally conscious way. Mining companies like Graphite Energy Corp. specialize in the production of environmentally friendly graphite. The company will be producing its supply of natural graphite with the lowest environmental footprint possible.
From Saltwater To Clean Water Using Graphite
The world’s freshwater supply is at risk of running out. In order to mitigate this global disaster, worldwide spending on desalination technology was an estimated $16.6 billion in 2016. Due to the recent intense droughts in California, the state has accelerated the construction of desalination plants. However, the operating costs and the impact on the environment due to energy requirements for the process, is hindering any real progress in the space, until now.
Jeffrey Grossman, a professor at MIT’s [Massachusetts Institute of Technology, United States] Department of Materials Science and Engineering (DMSE), has been looking into whether graphite/graphene might reduce the cost of desalination.
“A billion people around the world lack regular access to clean water, and that’s expected to more than double in the next 25 years,” Grossman says. “Desalinated water costs five to 10 times more than regular municipal water, yet we’re not investing nearly enough money into research. If we don’t have clean energy we’re in serious trouble, but if we don’t have water we die.”
Grossman’s lab has demonstrated strong results showing that new filters made from graphene could greatly improve the energy efficiency of desalination plants while potentially reducing other costs as well.
Graphite/Graphene producers like Graphite Energy Corp. (OTC:GRXXF) (CSE:GRE) are moving quickly to provide the materials necessary to develop this new generation of desalination plants.
Potential Comparables
Cruz Cobalt Corp. (TSX-V: CUZ) (OTC: BKTPF) Cruz Cobalt Corp. is cobalt mining company involved in the identification, acquisition and exploration of mineral properties. The company’s geographical segments include the United States and Canada. They are focused on acquiring and developing high-grade Cobalt projects in politically stable, environmentally responsible and ethical mining jurisdictions, essential for the rapidly growing rechargeable battery and renewable energy.
Nemaska Lithium (TSE: NMX.TO)
Nemaska Lithium is lithium mining company. The company is a supplier of lithium hydroxide and lithium carbonate to the emerging lithium battery market that is largely driven by electric vehicles. Nemaska mining operations are located in the mining friendly jurisdiction of Quebec, Canada. Nemaska Lithium has received a notice of allowance of a main patent application on its proprietary process to produce lithium hydroxide and lithium carbonate.
Lithium Americas Corp. (TSX: LAC.TO)
Lithium Americas is developing one of North America’s largest lithium deposits in northern Nevada. It operates nearly two lithium projects namely Cauchari-Olaroz project which is located in Argentina, and the Lithium Nevada project located in Nevada. The company manufactures specialty organoclay products, derived from clays, for sale to the oil and gas and other sectors.
Teck Resources Limited (NYSE: TECK)
Teck Resources Limited is a Canadian metals and mining company.Teck’s principal products include coal, copper, zinc, with secondary products including lead, silver, gold, molybdenum, germanium, indium and cadmium. Teck’s diverse resources focuses on providing products that are essential to building a better quality of life for people around the globe.
Graphite Mining Today For A Better Tomorrow
Graphite mining will forever be intertwined with the latest advancements in science and technology. Graphite deserves attention for its various use cases in automotive, energy, aerospace and robotics industries. In order for these and other industries to become sustainable and environmentally friendly, a reliance on graphite is necessary. Therefore, this rapidly growing sector has the potential to fuel investor interest in the mining space throughout 2018. The near limitless uses of graphite has the potential to impact every facet of our lives. Companies like Graphite Energy Corp. (OTC:GRXXF); (CSE:GRE) is at the forefront in this technological revolution.
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Hopefully my insertions of ‘Canada’ and the ‘United States’ help to clarify matters. North America and the United States are not synonyms although they are sometimes used synonymously.
There is another copy of this news release on Wall Street Online (Deutschland), both in English and German.By the way, that was my first clue that there might be some German interest. The second clue was the Graphite Energy Corp. homepage. Unusually for a company with ‘headquarters’ in the Canadian province of British Columbia, there’s an option to read the text in German.
Graphite Energy Corp. seems to be a relatively new player in the ‘rush’ to mine graphite flakes for use in graphene-based applications. One of my first posts about mining for graphite flakes was a July 26, 2011 posting concerning Northern Graphite and their mining operation (Bissett Creek) in Ontario. I don’t write about them often but they are still active if their news releases are to be believed. The latest was issued February 28, 2018 and offers “financial metrics for the Preliminary Economic Assessment (the “PEA”) on the Company’s 100% owned Bissett Creek graphite project.”
The other graphite mining company mentioned here is Lomiko Metals. The latest posting here about Lomiko is a December 23, 2015 piece regarding an analysis and stock price recommendation by a company known as SeeThruEquity. Like Graphite Energy Corp., Lomiko’s mines are located in Québec and their business headquarters in British Columbia. Lomiko has a March 16, 2018 news release announcing its reinstatement for trading on the TSX (Toronto Stock Exchange),
(Vancouver, B.C.) Lomiko Metals Inc. (“Lomiko”) (“Lomiko”) (TSX-V: LMR, OTC: LMRMF, FSE: DH8C) announces it has been successful in its reinstatement application with the TSX Venture Exchange and trading will begin at the opening on Tuesday, March 20, 2018.
The Lac Aux Bouleaux Property is comprised of 14 mineral claims in one contiguous block totaling 738.12 hectares land on NTS 31J05, near the town of Mont-Laurier in southern Québec. Lac Aux Bouleaux “LAB” is a world class graphite property that borders the only producing graphite in North America [Note: There are three countries in North America, Canada, the United States, and Mexico. Québec is in Canada.]. On the property we have a full production facility already built which includes an open pit mine, processing facility, tailings pond, power and easy access to roads.
High Purity Levels
An important asset of LAB is its metallurgy. The property contains a high proportion of large and jumbo flakes from which a high purity concentrate was proven to be produced across all flakes by a simple flotation process. The concentrate can then be further purified using the province’s green and affordable hydro-electricity to be used in lithium-ion batteries.
The geological work performed in order to verify the existing data consisted of visiting approachable graphite outcrops, historical exploration and development work on the property. Large flake graphite showings located on the property were confirmed with flake size in the range of 0.5 to 2 millimeters, typically present in shear zones at the contact of gneisses and marbles where the graphite content usually ranges from 2% to 20%. The results of the property are outstanding showing to have jumbo flake natural graphite.
An onsite mill structure, a tailing dam facility, and a historical open mining pit is already present and constructed on the property. The property is ready to be put into production based on the existing infrastructure already built. The company would hope to be able to ship by rail its mined graphite directly to Teslas Gigafactory being built in Nevada [United States] which will produce 35GWh of batteries annually by 2020.
Adjacent Properties
The property is located in a very active graphite exploration and production area, adjacent to the south of TIMCAL’s Lac des Iles graphite mine in Quebec which is a world class deposit producing 25,000 tonnes of graphite annually. There are several graphite showings and past producing mines in its vicinity, including a historic deposit located on the property.
The open pit mine in operation since 1989 with an onsite plant ranked 5th in the world production of graphite. The mine is operated by TIMCAL Graphite & Carbon which is a subsidiary of Imerys S.A., a French multinational company. The mine has an average grade of 7.5% Cg (graphite carbon) and has been producing 50 different graphite products for various graphite end users around the globe.
I’m looking forward to posting (as promised) my piece about the new dean at Simon Fraser University’s Faculty of Communication, Art and Technology. Dr. Cheryl Geisler. First though, I’ll be noting some of the nanotechnology news.
Mentioned here earlier this month in a piece featuring varnish that ‘sings’, Tokyo’s nano tech 2010 International Nanotechnology Exhibition and Conference opens today, Feb. 17 and runs until Feb. 19. I believe this show and conference is one of the oldest and biggest of its type. For those who don’t know, Japan has long been a leader in nanotechnology. In fact, the term was coined by Norio Taniguchi in 1974 in his paper for the Japan Society for Precision Engineering. (Btw, if you’re interested in ‘singing’ varnish, you can read about it here in my posting of Feb. 3, 2010. It is towards the end of the post.)
On a completely other note, there’s a news item on physorg.com highlighting a new nanotechnology-enabled process, discovered by researchers at McGill University in Montréal, for using catalysts in chemical reactions so they are ‘greener’. From the news item,
A new nanotech catalyst developed by McGill University Chemists Chao-Jun Li, Audrey Moores and their colleagues offers industry an opportunity to reduce the use of expensive and toxic heavy metals. Catalysts are substances used to facilitate and drive chemical reactions. Although chemists have long been aware of the ecological and economic impact of traditional chemical catalysts and do attempt to reuse their materials, it is generally difficult to separate the catalyzing chemicals from the finished product. The team’s discovery does away with this chemical process altogether.
Li neatly describes the new catalyst as “use a magnet and pull them out!” The technology is known as nanomagnetics and involves nanoparticles of a simple iron magnet
Congratulations to the researchers at McGill.
While it’s not nanotech specific it builds on yesterday’s (Feb.16.10) piece about science at the Vancouver Olympics and provides a tidy segue to the Geisler interview. I’ve found an article about technology and the Vancouver Olympics on Fast Company by Dan Nosowitz. From the article,
The Vancouver Olympics is especially exciting because it combines all of our favorite things: Twitter, Facebook, Google Street View, recycled computer guts, iPhone apps, and mind-controlled light shows. Oh, right, and sports, I guess.
…
The Medals
Vancouver’s gold, silver, and bronze medals are all constructed partly of metal collected from discarded circuit boards. Teck Resources, a Canadian mining company, supplied the Royal Canadian Mint with recycled gold, silver, and copper (there’s not much bronze in computer parts, apparently) from which these particularly beautiful medals are made. Each medal is laser-etched with a unique design, and the medals are all wavy, meant to simulate the topographic diversity of Vancouver.
I agree, the medals are gorgeous and, in their way, an extraordinary expression of science, technology, and art. (You can see images of the medals if you click through to the Fast Company article.)
I could wax on longer about how art, science, technology and more are interconnected but I’d rather post the piece I’ve written after interviewing Cheryl Geisler earlier this month. One note before proceeding, I have preserved the flavour of Geisler’s speech as much as possible. This was a stylistic choice as I prefer to ‘hear’ the interview and a standard Q & A style would not have worked well given the volume of contextual information that I wanted to include.
Off the deep end: interview with Cheryl Geisler (part 1 of 3)
The new Dean (since August 2009 when she arrived from Rensselaer Polytechnic Institute in New York State), Dr. Cheryl Geisler, of the new Faculty (since April 2009) of Communication, Art and Technology (FCAT) at Simon Fraser University (SFU) administers three schools
Communication,
Contemporary Arts and
Interactive Arts and Technology
and two components
Master of Publishing and
under a not yet finalised special arrangement, Masters [sic] of Digital Media
that occupy (or will in Sept.2011 when the School for the Contemporary Arts moves to its new location at Woodward’s in Vancouver’s downtown eastside) five different physical locations in three different Metro Vancouver (Canada) municipalities. (Geisler has managed, as she pledged, to spend time (i.e., roughly a day) at each location if not weekly certainly on a regular basis. This is an impressive achievement when you consider that the Burnaby campus is 20 k from Surrey and 10 k from Vancouver (you can check those distances on this chart). It becomes more impressive when you realize how awkward the routing is if you’re traveling by car or public transit.)
Describing FCAT is a challenge since it hasn’t achieved a stable form (assuming that stability will be possible given the subject areas the faculty represents). Now, imagine trying to get a grasp of the situation when you’ve moved from the east coast of one country to the west coast of a new country, albeit on the same continent. Then add a move from a privately funded postsecondary institution which is an older one, Rensselaer was founded in 1828, to a publicly funded, comparatively new university, SFU was founded in 1965. All of this on top of dealing with a fluid faculty that has a local but wide-flung geography.
“You know, whenever I see something different I always say that I don’t know if this is SFU or the Canadian university system or if it’s Vancouver. I have no way to sort it out,” says Geisler in response to a question about whether or not she’d encountered any surprises after starting her new job. “Some of the reasons that I chose to come here were because of the greater social engagement with the community [that SFU is known for] and a greater emphasis on collegial decision-making processes. In the private university that I came from, we got things done quickly but not always with a lot of input. Now, I’m coming to a system where things don’t get done particularly quickly but there’s always a lot of consultation, so my challenge is to try and marry those two.”
Geisler brings a little more to the job than her past experience as Head of the Department of Language, Literature and Communication at Rensselaer (you can get more details about Geisler’s CV in yesterday’s posting). She was the leader for a project (RAMP Up! Reforming Advancement Processes through University Professions) funded by the US National Science Foundation (NSF). While much of the focus was specifically on women, the overarching project goals can be applied to other situations. From the project website,
Rensselaer Polytechnic Institute’s NSF-funded project for institutional transformation stands for Reforming Advancement Processes through University Professions. One of the major goals of the RAMP-Up project is institutional reform using mechanisms of professional self-regulation as a means for controlling advancement through faculty ranks.
Unlike reforms aimed at top-down policy initiatives, this type of self-regulatory reform cannot be mandated, but is achieved only by rethinking faculty-to-faculty processes such as networking, mentoring, and peer review. The kind of change necessary for effective institutional reform will come about as a transformation of culture at all levels of the institute, particularly within departments, which are the hubs of faculty work.
Geisler does anticipate bringing some RAMP Up! (so to speak) to SFU. “Yes, [the project] focused on bottom-up cultural transformations of big university/academic processes and I have a big commitment to bottom-up processes which I brought to that project [and had reinforced as I worked on it]. A big emphasis for me now is to create connections between the various components of FCAT and not consider them as separate entities but to try mixing [them] up and see what the synergies could be.”
Similar to a successful RAMP Up! initiative which went through three rounds of funding, Geisler has proposals on her desk to introduce a type of career campaign award to faculty members for working with a mentor and developing a plan for career advancement. “We’ve had a lot of interest from the junior faculty and I believe it’s really one of the first mentoring initiatives at SFU,” says Geisler.
