Energy Transition Under the New NAFTA: Challenges in the Critical Minerals Supply Chain
Bibliographic record
Abstract
Demand for critical minerals, battery metals, and the nearshoring of electric vehicle (EV) manufacturing have implications for all trading partners of the updated North American Free Trade Agreement, now called the United States-Mexico-Canada Agreement (USMCA). North American EV manufacturing is driven by initiatives such as the battery belt in the US and Canada’s commitment to clean technology. Mexico, as a major auto-component manufacturer and producer of critical minerals, holds a significant role in supporting the regional supply chain. However, recent developments in Mexican natural resource policy, including the nationalization of lithium deposits and exploration moratoriums, present challenges for foreign miners operating in Mexico, including the risk of future limited participation in the mining sector. Canadian miners hold a dominant role in Mexican mineral exploration, and Mexico is Canada’s third-largest trading partner. The political landscape in Mexico, with the ruling Morena party controlling both the national government and majority of state governments, further complicates the situation. Policy changes in 2023 to the mining sector’s regulatory requirements are the most significant reforms to the sector since the early 1990s. The reforms are in response to prominent, long-standing grievances from various non-industry stakeholders and seek to mitigate against future negative social and environmental impacts of mining. The reforms include shorter mining concession permits, stricter environmental impact assessments, and new permitting procedures on water use.
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How this classification was reachedexpand
Full frame distilled prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.
Codex and Gemma teacher scores by category
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.001 | 0.000 |
| Meta-epidemiology (narrow) | 0.000 | 0.000 |
| Meta-epidemiology (broad) | 0.000 | 0.000 |
| Bibliometrics | 0.000 | 0.001 |
| Science and technology studies | 0.000 | 0.000 |
| Scholarly communication | 0.001 | 0.000 |
| Open science | 0.001 | 0.000 |
| Research integrity | 0.000 | 0.000 |
| Insufficient payload (model declined to judge) | 0.002 | 0.000 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from itClassification
machine, unvalidatedMachine predicted; a candidate call from one teacher head, not a consensus.
How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".