Geology topics

Nedal T. Nassar

Publications and source records attributed to Nedal T. Nassar.

7 recordsLinked to original sources

USGS2026

Future water constraints on United States lithium mining under climate change

Lithium is necessary for low-carbon technologies that combat climate change, but lithium extraction is water-intensive. Changes in temperature and precipitation arising from climate change are altering water distribution, which could further strain supplies for new mines and industry, farms, and households. Here we explored how climate change, water use, and mining siting could impact lithium mining in the United States. We analyzed whether there would be sufficient water available to support the single existing and 22 proposed U.S. lithium mines at mid-century under four socioeconomic-climate scenarios and five climate models. Though dependent on socioeconomic-climate scenario, climate model, and lithium deposit type, available water supply in most subbasins would likely be unable to support new mines’ water demands, or even non-mining water demands from other sectors. Water scarcity could hinder the ability of the United States to produce enough lithium to meet domestic demand thereby necessitating higher imports.

conterminous United States↗

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

Estimating the probability of export restrictions to inform mineral criticality

To assess risks associated with advanced technologies’ supply chain disruptions, governmental agencies and others have developed mineral “criticality” assessments, with criticality described using the economic impact and probability of supply chain disruptions. Previous work developed subjective supply risk indicators to approximate this probability, typically combining several factors such as supply diversity and trading partners’ political stability, where indicator weightings can substantially impact results. This work explicitly quantifies export barrier probability using an ensemble of machine learning classifiers, with probability estimates informed by exogenous variables, including prior barrier implementation and global export dominance. Major differences in high-probability countries and commodities are observed across models, but the ensemble method highlights Indonesia, China, Tanzania, and the United States as particularly high risk. The Supplementary Data File provides export barrier probability estimates for each analyzed country-commodity pair, enabling a direct, quantitative, objective contribution to assessing mineral criticality, enhancing risk identification and prioritization for policymakers.

Resources, Conservation, and Recycling↗

USGS2025

Understanding market sensitivity: Estimation of supply and demand elasticities for non-fuel minerals

In today’s rapidly changing economic landscape, understanding market responsiveness to price changes and the factors influencing commodity prices has become increasingly relevant. Price elasticities serve as indicators of how variations in market conditions affect supply and demand, providing insights into the sensitivity of commodity markets to price fluctuations. This paper presents a comprehensive analysis of price elasticities of supply and demand for 74 non-fuel mineral commodities including precious metals, base metals, minor metals, and industrial minerals that are utilized across various industries. We employ various econometric techniques, including fixed effects models for panel data and two-stage dynamic ordinary least squares (2S-DOLS) alongside autoregressive distributed lag (ARDL) models for time series analysis, to derive robust estimates of price elasticities. Our findings reveal variability in elasticities among different commodities and indicate that all studied mineral commodities exhibit price inelastic supply and demand in the short run, which we define as one year for the purposes of our analysis, given that the data is all annual. This research provides original estimates of price responsiveness for a wide range of commodities that have not been previously addressed in the literature, thereby enhancing the understanding of market dynamics in the mineral sector. Given that price elasticities can be influenced by factors such as market structure, technological advancements, mining costs, and industry-specific demand drivers, we use variables that serve as proxies for these factors.

Mineral Economics↗

USGS2025

Methodology and technical input for the 2025 U.S. List of Critical Minerals—Assessing the potential effects of mineral commodity supply chain disruptions on the U.S. economy

The Secretary of the Interior, acting through the Director of the U.S. Geological Survey, is tasked by section 7002 (“Mineral Security”) of title VII (“Critical Minerals”) of the Energy Act of 2020 (Public Law 116–260, December 27, 2020, 116th Congress) with reviewing and revising the methodology used to evaluate mineral commodity supply risk and the U.S. List of Critical Minerals (LCM) no less than every 3 years. Following two previous LCM assessments, this analysis represents the latest technical input for evaluating each mineral commodity’s supply risk and determining their recommended status on the LCM. We evaluated mineral commodity supply risk using two criteria: (1) an economic effects assessment that quantified the potential effects of various trade disruption scenarios on the U.S. economy, and (2) an examination of whether the mineral commodity’s U.S. supply chain relied on a sole domestic producer that represented a single point of failure. For the first criterion, postdisruption equilibrium quantities and prices for each mineral commodity were calculated based on their price elasticities of supply and demand and the availability of excess production capacity for each yearlong foreign trade disruption scenario. Subsequently, a nonlinear optimization routine was used with detailed economic input-output tables to estimate the potential economic effects on the U.S. economy of over 1,200 scenarios for 84 mineral commodities. After accounting for the probability of each scenario’s occurrence, the overall results are presented in terms of changes in U.S. gross domestic product (GDP) by individual industry and the economy overall. The results, which ranged from a net decrease in U.S. GDP of nearly $4.5 billion to a net increase of $33 million, largely reflect U.S. import dependency and world production concentration. Using the Jenks natural breaks optimization method, a statistical classification technique, we categorized the mineral commodities into several classes based on this overall risk quantification. Mineral commodities with annualized probability-weighted net decreases in U.S. GDP greater than $2 million were recommended for inclusion on the LCM. If a mineral commodity did not meet the threshold for inclusion on the LCM under the first criterion, its domestic supply chain was examined under the second criterion, which recommended a mineral commodity for inclusion on the LCM if there was only a single domestic producer. Ultimately, the two criteria resulted in the recommendation of the addition of six mineral commodities (in descending risk order, potash, silicon, copper, silver, rhenium, and lead) to and the removal of two mineral commodities (arsenic and tellurium) from the LCM. By using an economic effects assessment, the results of this analysis provide a prioritization that can also be compared directly against other risk analyses and the cost of various risk mitigation strategies.

Open-File Report↗

USGS2025

Modeling interconnected minerals markets with multicommodity supply curves: Examining the copper-cobalt-nickel system

Demand for many of the metals used in the energy transition is expected to grow rapidly. Many of these are by-products, often considered critical because their production responds weakly to prices and is instead tied to the economics of the host mineral. We present a model of prices and production for jointly produced commodities that accounts for interconnectivity between host and by-product markets at the mine level. We demonstrate this method using the copper–cobalt–nickel system, in which approximately 99% of cobalt is a by-product of copper or nickel mining. Our results show that the model more accurately captures the economic benefits of diversified mine outputs than previous approaches. Furthermore, changes in demand drivers for any two commodities produce non-linear effects on production and price. We challenge the prior best-practice assumption that cobalt cannot impact the copper or nickel markets. Recognizing the importance of both copper and cobalt for future electrification, we emphasize that incentivizing the copper industry to reduce cobalt supply risks could inadvertently undermine copper supply.

Nature Communications↗

USGS2025

Estimating the probability of export restrictions to inform mineral criticality

As demand for advanced technologies rises, mineral commodities will increase in geopolitical importance. To assess risks associated with mineral commodity supply chain disruptions, governmental agencies and others have developed "criticality" assessments, with criticality described using the economic impact and probability of supply chain disruptions. In previous work, subjective supply risk indicators were developed to approximate this probability, typically combining several factors such as supply diversity and political stability of trading partners, where indicator weightings can substantially impact results. This work explicitly quantifies trade barrier probability using an ensemble of several machine learning classifiers, with probability estimates informed by exogenous variables such as prior trade barrier implementation and global export dominance. Major differences in the high-probability countries and commodities are observed across models, but the ensemble method highlights Indonesia, China, Tanzania, and the United States as particularly high risk. This approach enables a direct, quantitative, objective approach to assessing trade barrier probability, enhancing risk identification and prioritization for policymakers.

SSRN↗