Press reports of China hoping to strike deals with the Taliban to secure mineral rights in Afghanistan are very likely to be an exaggeration, explains Lukas TrakimaviÄŤius. It’s true that China wants minerals essential to the clean energy transition and other technologies. It’s also true that Afghanistan has an abundance (copper, cobalt, lithium, rare earths, etc.), and they’re worth something of the order of $1tn. But it can take a decade to get … [Read more...]
Biden’s major report on critical minerals supply: domestic mining + processing, innovation, EVs, global allies + more
In June, The White House issued its 250-page report on the global critical minerals supply chain, and how the U.S. can ensure continued supply as well as build up its own mining and manufacturing base. It is the fullest picture so far of how the U.S. is evaluating mineral access and supply chain resilience, says Reed Blakemore at the Atlantic Council Global Energy Center. Here he reviews the report, in particular the section on energy which … [Read more...]
For energy security and waste reduction, EV battery manufacture in Europe is on the horizon
Europe should have sufficient battery manufacture capacity for all its EV needs, explains Sam Hargreaves at T&E. Their report shows that Europe will not only achieve that capacity target this year itself, but has the ability to keep it up as EV sales continue to grow (460 GWh in 2025 and 700 GWh in 2030 of battery production in Europe). The report also stresses the major benefit of reduced waste. If manufacturers hit EU recycling targets, EV … [Read more...]
Essential energy transition metals: “Eco-friendly” trawling of ocean floor could replace land mining
The availability of metals for raw materials has a make-or-break impact on the future of EVs, wind turbines and many other energy sector applications. The world needs 3bn EVs and 10tn kWh/yr more clean energy by 2040 to have any chance of achieving our climate goals. We need so much more that recycling what we already have won’t make a noticeable difference. Mining on land already has very serious negative environmental and social consequences. … [Read more...]
Create new laws to help bring Battery manufacturing to Europe
Europe should start leading battery manufacturing instead of leaving it to China, argue Alex Keynes and Cecilia Mattea at Transport & Environment. With laws spreading across the continent to make electric vehicles compulsory for new car purchases, this is a growing and strategic market. But a firm grip on battery manufacture emissions, as well as ethical sourcing and recycling, has to be part of the plan. The authors give a template of what … [Read more...]
Clean Energy threatened by lockdown of critical minerals supply
Clean energy technologies depend on the reliable and growing supply of critical minerals and metals, far more so than the old fossil fuel world. An EV uses five times the quantity needed by a conventional car, and an onshore wind plant requires eight times that of a gas-fired plant of the same capacity. Hence, electric transport and grid storage are now the largest consumers of lithium and cobalt. Examples of rising consumption abound for other … [Read more...]
“All new vehicles sold must be electric by 2030” but can your nation, state, city do it?
More and more nations, states and cities are announcing plans for the ramping up of EV adoption. Jim Conca takes a look at his home, Washington State in the U.S., where all new vehicles sold must be electric by 2030. He says the new rules imply his state will have 4 million EVs on the road by 2045, up from 52,000 today. He carefully crunches the numbers to see if this target is realistic. The good news is that grid capacity will only need to rise … [Read more...]
Will Toyota’s new battery design solve the looming shortage of vital metals for renewables?
We all know the important part played by lithium in battery manufacture. But there is a longer list of metals - including copper, cobalt and neodymium – that must ramp up supply for the continued rapid growth of EVs, solar, wind and other renewables technologies. EVs alone will increase the consumption of copper nine-fold by 2027. Cobalt prices already doubled in 2017. Neodymium use will rise by 700% in the next few decades to satisfy our need … [Read more...]
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