Geology topics

Nedal T. Nassar

Publications and source records attributed to Nedal T. Nassar.

At least 19 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↗

USGS2024

Quantifying potential effects of China’s gallium and germanium export restrictions on the U.S. economy

China’s export controls on gallium and germanium exemplify concerns regarding the reliability of supplies of mineral commodities that are essential to economic development, national security, and transition to renewable energy. This report presents a new model that quantifies the potential effects of mineral commodity supply disruptions on the U.S. economy. After calculating postdisruption equilibrium prices and quantities, a nonlinear optimization routine was used along with economic input-output tables to estimate the effects of varying Chinese net export restrictions of gallium and germanium on U.S. gross domestic product (GDP). The results indicated that a complete restriction of China’s net exports of gallium and germanium could cause the U.S. GDP to decrease by $3.1 billion (with lower and upper estimates of $1.7 billion to $8.2 billion) and $0.4 billion ($0.01 billion to $1.1 billion), respectively, if disrupted separately, and $3.4 billion ($1.7 billion to $9.0 billion) if disrupted simultaneously. The proposed model can be applied to other commodities and disruption scenarios.

Open-File Report↗

USGS2024

Quantitative risk of earthquake disruption to global copper and rhenium supply

Earthquakes have the potential to substantially affect mining operations, potentially leading to supply chain disruptions and adversely affecting the global economy. This study explores the quantification of earthquake risk to copper and rhenium commodity supply by examining the spatial concentration of high earthquake hazard areas and the commodity-specific mining, smelting, and refining operations across the globe. Because many of the largest facilities are concentrated geographically near the highly seismic regions of South America, East Asia, and the Pacific, there is a potential for cascading effects on the entire supply chain. The analysis indicates that the expected annual disruption of global production is 0.3–1.1 percent for copper mines, 1.8–4.0 percent for smelters, and 1.5–3.3 percent for refineries. Expected annual disruption of global rhenium production capacity is 0.32–1.32 percent. The research highlights that the potential lost revenue from earthquake disruptions is from $315 million to $1.29 billion for copper mining, $1.92 billion to $4.33 billion for copper smelting, $2.06 billion to $4.52 billion for copper refining, and $337,000 to $1.40 million for rhenium production capacity.

Open-File Report↗

USGS2024

Mass-balance-consistent geological stock accounting: A new approach toward sustainable management of mineral resources

Global resource extraction raises concerns about environmental pressures and the security of mineral supply. Strategies to address these concerns depend on robust information on natural resource endowments, and on suitable methods to monitor and model their changes over time. However, current mineral resources and reserves reporting and accounting workflows are poorly suited for addressing mineral depletion or answering questions about the long-term sustainable supply. Our integrative review finds that the lack of a robust theoretical concept and framework for mass-balance (MB)-consistent geological stock accounting hinders systematic industry-government data integration, resource governance, and strategy development. We evaluate the existing literature on geological stock accounting, identify shortcomings of current monitoring of mine production, and outline a conceptual framework for MB-consistent system integration based on material flow analysis (MFA). Our synthesis shows that recent developments in Earth observation, geoinformation management, and sustainability reporting act as catalysts that make MB-consistent geological stock accounting increasingly feasible. We propose first steps for its implementation and anticipate that our perspective as “resource realists” will facilitate the integration of geological and anthropogenic material systems, help secure future mineral supply, and support the global sustainability transition.

Environmental Science and Technology↗

USGS2024

Estimating price elasticity of demand for mineral commodities used in lithium-ion batteries in the face of surging demand

The accelerating adoption of clean energy technologies is driving demand for certain mineral commodities like lithium, essential for electric vehicle batteries. Understanding the influence of the energy transition on each market requires examining their supply and demand price elasticities. However, there have only been a limited number of studies that have estimated mineral demand price elasticities in emerging technologies. We empirically estimate the price elasticity demand (PEDs) for mineral commodities used in lithium-ion battery cathodes and anodes—cobalt, graphite, lithium, manganese, and nickel. We also test whether the price elasticities of these mineral commodities have changed due to any structural changes in recent years, given the recent expansion in the sales of electric vehicles. Using Two Stage Least Squared (2SLS) econometric techniques, we find that demand has become less elastic for lithium (-0.11), cobalt (-0.45), nickel (-0.09), and manganese (-0.04) after structural breaks in 2020, 2013, 2009, and 2014, respectively. In contrast, demand for natural amorphous graphite (-0.36), and natural flake graphite (-0.58) remains relatively stable over the time period assessed.

Resources, Conservation and Recycling↗

USGS2024

From exploration to production: Understanding the development dynamics of lithium mining projects

Recently, there has been considerable recent controversy whether current and new lithium mines will be able to supply the rapidly growing needs of the electromobility transition. Mineral exploration projects are typically active for many years, and only some become operational mines. From exploration to production, the projects go through several stages of characterisation and evaluation. At each stage, decisions are made by companies and stakeholders to advance, continue or stop the project. This is a complex process, and even projects with very similar geological and technical characteristics may take very different trajectories, depending on external factors such as global market conditions and local regulatory environments. The present study investigates the dynamics of this process for lithium exploration projects. A global database of 397 lithium projects was compiled, covering their progression through major development stages between 2004 and 2022. Ordinal logistic regression was used for the statistical analysis of this data. Different explanatory variables were tested, including economic, geological, technical, and geographic factors, to identify the best predictors for project progress at each development stage. The results suggest an essential role for lithium carbonate prices, and a variable role for other factors at each stage. Critically, the already elapsed lead time and project economics, which are traditionally considered important for the prediction of the start-up of individual mines, do not appear to be relevant in all cases. The results provide important insights into the dynamics of lithium supply and may eventually allow more realistic forecasts to be made for future lithium market dynamics.

Resources Policy↗

USGS2023

Rock-to-metal ratios of the rare earth elements

The relative quantities of ore mined and waste rock (i.e., overburden) removed to produce the rare earth elements—their rock-to-metal ratios—were calculated for 21 individual operations or regions covering nearly all mine production in 2018. The results indicate that the rock-to-metal ratios for the total rare earth elements ranged from a low of 1.6 × 10 1 to a high of 3.6 × 10 3 , with operations in Brazil and Russia having the lowest ratios and ion-adsorption clays operations in China and Myanmar having the highest. For comparison, the global average rock-to-metal ratio for the total rare earth elements (9.8 × 10 2 ) fell between that of cobalt (8.6 × 10 2 ) and tungsten (1.1 × 10 3 ). Driven by their relative abundance in the ore and unit prices that were used in the economic allocation of the environmental burdens, the global rock-to-metal ratio for individual rare earth elements was lowest for cerium (2.3 × 10 1 ) and lanthanum (7.7 × 10 1 ) and highest for dysprosium (1.7 × 10 4 ), terbium (3.7 × 10 4 ), and lutetium (6.4 × 10 4 ). Like the rock-to-metal ratios for the total rare earth elements, rock-to-metal ratios for individual rare earth elements varied by roughly two orders of magnitude among the various operations examined. An alternative perspective of only accounting for the overburden that is physically removed in ion-adsorption clays in-situ operations yielded global rock-to-metal ratios that were an order of magnitude lower or less for many of the rare earth elements.

Journal of Cleaner Production↗

USGS2023

Embedded critical material flow: The case of niobium, the United States, and China

Niobium, often classified as critical, is typically embedded within steels essential for infrastructure and transportation. Most niobium-consuming countries are import-dependent on primary stage niobium, meaning traditional material flow analysis, which often excludes critical commodities embedded within products of large-scale industries, would miss important flows in the fabrication and manufacturing stages and underestimate niobium consumption. This study presents the first dynamic (2000–2020) niobium flow analysis for two niobium-consuming, net import-dependent countries: the United States (U.S.) and China. Results demonstrate that the U.S. is import-dependent throughout all stages of the niobium flow cycle including embedded and primary flows, whereas China is only import-dependent on primary niobium. Moreover, while most U.S. imports of niobium embedded within (semi-)finished goods are consumed domestically, most niobium-containing goods manufactured in China are exported, suggesting a supply disruption would affect their economies differently. This research demonstrates the necessity of embedded flows for criticality assessments and evaluating supply restrictions.

Resources, Conservation & Recycling↗

USGS2022

Mapping first to final uses for rare earth elements, globally and in the United States

Estimating the material flows of rare earth elements (REEs) is essential to understanding which industries are most vulnerable to potential REE supply disruptions which, in turn, may inform policy recommendations aimed at reducing the supply risk. However, the REEs are a group of mineral commodities characterized by highly uncertain estimates of supply and demand due to the REE market's complexity, opacity, and small size. In this study, a streamlined methodology was applied to map mineral commodity first-use to final-use applications and to estimate total requirements at the national level based on available industrial data for final-use finished goods. This analysis examines REEs both as a group and individually, showing that total US requirements are between 15% and 16.5% of world requirements for the year 2015, the latest year with the most complete information available. The findings shed light on US industrial capabilities by revealing the discrepancy between the types of REEs that go into US raw material consumption and those that are contained in embedded consumption. For instance, given the United States’ large oil refining industry, US raw material consumption of lanthanum is quite high. In contrast, US raw material consumption of neodymium is relatively low, whereas embedded demand is comparatively high. This reflects the lack of industrial capacity to process REE concentrates into magnet material combined with the US's high imports of products that contain rare earth permanent magnets.

Journal of Industrial Ecology↗

USGS2022

Streamlined approach for assessing embedded consumption of lithium and cobalt in the United States

In today's complex global supply chains, time and data intensive analyses are required to understand global flows of mineral commodities from mine to consumer, particularly for mineral commodities in products (electronics, automobiles, etc.) that contain multiple parts with many mineral commodities. National and regional analyses require additional time and data to incorporate international trade flows. However, data limitations and time constraints often prohibit global and national material flow analyses for minor metals. Here we present a methodological approach to circumvent these constraints by utilizing readily available industry-level global data from the United Nations Statistics Division and national industrial data to estimate total requirements for a mineral commodity. We apply this approach to lithium and cobalt use in the United States for the year 2018 and distinguish between apparent raw material consumption versus inferred embedded consumption of lithium and cobalt materials in all forms. The results show that more than half of the United States’ total requirements for both lithium and cobalt is in parts and products that were manufactured outside the United States. In large part, this is due to limited US manufacturing capability for lithium-ion battery materials and cells and the United States’ high import reliance for electronics that use those batteries.

Journal of Industrial Ecology↗

USGS2022

Rock-to-metal ratio: A foundational metric for understanding mine wastes

The quantity of ore mined and waste rock (i.e., overburden or barren rock) removed to produce a refined unit of a mineral commodity, its rock-to-metal ratio (RMR), is an important metric for understanding mine wastes and environmental burdens. In this analysis, we provide a comprehensive examination of RMRs for 25 commodities for 2018. The results indicate significant variability across commodities. Precious metals like gold have RMRs in the range of 10 5 –10 6 , while iron ore and aluminum are on the order of 10 1 . The results also indicate significant variability across operations for a single commodity. The interquartile range of RMRs for individual cobalt operations, for example, varies from 465 to 2157, with a global RMR of 859. RMR variability is mainly driven by ore grades and revenue contribution. The total attributable ore mined and waste rock removed in the production of these 25 commodities sums to 37.6 billion metric tons, 83% of which is attributable to iron ore, copper, and gold. RMRs provide an additional dimension for evaluating the impact of materials and material choice trade-offs. The results can enhance life cycle inventories and be extended to evaluate areas of surface disturbances, mine tailings, energy requirements, and associated greenhouse gas emissions.

Environmental Science & Technology↗

USGS2022

Assessing mineral supply concentration from different perspectives through a case study of zinc

Increasing demand for nonfuel mineral commodities has increased concerns regarding the reliability of their supplies. “Criticality” assessments over the past decade have attempted to capture this concern through a set of indicators, the most common of which quantifies the risk associated with market concentration by applying the Herfindahl-Hirschman Index (HHI) to the world production of a given commodity by country in a given year. Although this approach is useful, it inherently assumes that all of world production is available to the market and is thus potentially at risk. In this analysis, the HHI, as well as HHI weighted by country governance, is calculated for mined and refined zinc using the standard approach of using all world production data and comparing that to the HHI when using the best estimate of what is available to the world market. The results indicate that although the HHI of both mined and refined zinc world production has increased markedly over the past decade, the HHI for what is available to the market for mined and refined zinc has remained relatively constant and low, which is indicative of minimal supply risk. This is mainly owing to the fact that a large and increasing share of the world’s mined and refined zinc production comes from China, but that production supplies domestic consumption as well as small amounts of exports. As a result, the zinc materials that are available to the world market outside of China are produced by a relatively large and diverse set of countries. Although these analyses are specific to zinc, they are likely to be comparable for other commodities of which the largest producers are also the largest consumers and highlight the importance of examining different perspectives in criticality assessments.

Mineral Economics↗