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critical minerals supply chain
March 25, 2026
The Geopolitics of Junk
written by Deborah Dull, on site at GreenBiz 2026 I spent today in a room full of people who think about waste for a living. And the word that kept coming up had nothing to do with recycling. It was sovereignty. Here is the situation. The United States imports 95% of its critical mineral supply. Lithium, cobalt, rare earth elements, the stuff inside every battery, every semiconductor, every electric motor. We do not make it, we do not mine much of it, and we do not control the supply chain that delivers it. That is not an energy policy problem. That is a national security problem. Now here is the part that should make you put down your coffee. A ton of smartphones contains dramatically more gold than a ton of mined ore. We are talking about concentrations that make urban mining look like a gold rush compared to digging in the ground. And yet the recovery rate for those materials, once a phone leaves its first owner, drops to around 13%. We are losing roughly 80% of the value sitting in devices right now, in drawers, in closets, in landfills. E-waste is also the fastest growing waste stream…
logistics
November 2, 2021
Is Shipping on the Mend? Follow the Spend with 3Q Results from the U.S. Bank Freight Payment Index
The U.S. Bank Freight Payment Index for 3Q 2021 has been released, and one thing remains clear: spend is up. More specifically, year over year, quarterly freight spend showed the second largest increase ever – rising 32.6% from 3Q 2020. What’s driving the dollars, and what can this increase tell us about the state of the supply chain across the country? Supply Chain Now co-hosts Scott Luton and Greg White recently sat down with Bobby Holland, Director, Freight Data Solutions at U.S. Bank, and Patricia Gabriel, Vice President US Customer Service & Logistics, at Mondelez International, to find out. Let’s review highlights from their discussion of the report – and take a look at what you need to consider moving forward. But first, what is the U.S. Bank Freight Payment Index? The U.S. Bank Freight Payment Index is a free report you can download each quarter to keep your finger on the pulse of freight shipping volumes and spend from both a national and regional perspective. The report uses actual transaction payment data, de-seasonalized and calendar adjusted for maximum comparability. How do I use it? When you’re asking the question, “What happened last quarter?” the U.S. Bank Freight Payment Index…