The New Rush to Mine America

More expansive than the island of Manhattan, Thacker Pass in northern Nevada is the biggest U.S. lithium-mining project developed in decades. And it's been one of the country's most visible flash points in the race to build new critical-mineral mines. While at first spurred by the clean-energy transition, the demand for critical minerals is now driven by their role as essential ingredients for AI data centers. Meanwhile climate advocates have tried to thread the needle between its potential to produce lithium, a key component of some rechargeable-battery technology needed to manufacture electric vehicles, and mining's risks to the local environment. Today, Thacker Pass is grinding ahead alongside dozens of other projects in the U.S. facing similar concerns. Much of the world's critical-mineral supply chain currently runs through China, leaving the U.S. vulnerable to geopolitical wrangling. The success of the ongoing American mining renaissance will shape whether the U.S. and other allies can insulate themselves from such challenges--not to mention power the transition to renewable energy.