Geology topics

Andrew L. Gulley

Publications and source records attributed to Andrew L. Gulley.

2 recordsLinked to original sources

USGS2026

Indirect mineral import reliance and provenance

Mineral commodity supply chain analyses rely on international trade data reported by individual countries as quantities of a mineral commodity form imported from (or exported to) a partner. However, export quantities frequently exceed a country’s domestic production, or occur when no production data are reported, suggesting that the trade partner is merely an intermediary in a transshipment. These discrepancies can result in misleading conclusions regarding supply chain vulnerabilities and dependencies. We present a two-stage methodology to reconcile gaps between reported material sources and actual producers. First, we construct trade networks for specific mineral forms, treating production as a type of import to distinguish producing nations from entrepôts. By tracing flows through these networks, we attribute a target country’s imports to original producers via both direct (in a single trade link) and indirect (transferring through intermediaries) pathways. Second, these production-attributed flows are incorporated into multi-stage supply chains to determine the upstream provenance of feedstock for domestic refining and processing. This approach provides a more representative picture of trade reliance. For example, while the United States (U.S.) Geological Survey reports no imports of unwrought antimony metal from Russia in 2022 (U.S. Geological Survey (2025). Mineral Commodity Summaries 2025. 10.3133/mcs2025), our analysis reveals that over 16% of U.S. imports can be traced back to Russian mining through intermediate processing in countries such as China, India, and Vietnam. Additionally, our analysis of the aluminum supply chain shows that while the U.S. is reported as 52% net import reliant on aluminum materials in 2022, it is 100% reliant on foreign bauxite, 7% of which arrived indirectly. This unreported reliance, which is predominantly tied to bauxite mined in Brazil (43%) and Jamaica (28%), highlights our methods ability to capture the supply chain’s dependence on foreign feedstock that may be missing in single-stage trade data.

Mineral Economics↗

USGS2025

World minerals outlook—Cobalt, gallium, helium, lithium, magnesium, palladium, platinum, and titanium through 2029

Given the rapid expansion in the demand for mineral commodities that underpin worldwide economic growth and technological advancement, information regarding expected country-level mine production and production capacity is becoming increasingly important to industry stakeholders, end users, and policymakers. Production capacity can limit future supply, depending on how rapidly that capacity is able to expand. Current capacity can be evaluated on the basis of past production. Decreases to future capacity can be taken into account from announcements of planned shutdowns of mines or processing facilities, which are frequently publicized well in advance of such closures. Likewise, capacity expansions, which usually involve multiple stages—such as permitting, financing, and construction (all of which take time)—can also be estimated. As such, it is possible to evaluate midterm future capacity based on estimates of today’s capacities along with consideration of future investment plans. This World Minerals Outlook provides estimated capacities for cobalt, gallium, helium, lithium, magnesium, palladium, platinum, and titanium for 2025 through 2029. The results of this analysis indicate that two mineral commodities important to the manufacture of lithium-ion batteries—cobalt and lithium—are expected to have large capacity growth in the next few years, likely owing to expectations for increased demand for these batteries. For gallium, helium, palladium, and platinum, capacity is expected to remain stable or exhibit moderate growth. Still, these expected capacity levels are higher than current production, allowing for future production growth. The production capacity outlook is opaque for magnesium and titanium metal, which have a significant fraction of current production in nonmarket economies, such as China and Russia. Ultimately, though, where free market conditions prevail, full utilization of capacity potential for those commodities is likely to depend on supply deficits and prices that are above production costs.

Scientific Investigations Report↗