The following is an extract from a new paper by Irish scientists Michael and Ronan Connolly and Willie Soon et al which shows the true environmental and social cost of the Renewables revolution. Full report here.
Some have noted that the transition
to these technologies would require a huge increase in the mining of limited resources,
with Mills (2020) arguing that, “Compared with hydrocarbons, green machines entail, on average,
a 10-fold increase in the quantities of materials extracted and processed to produce the same amount
of energy”
Because of this 10-fold increase in quantities of minerals required by green technologies relative to
those driven by hydrocarbons, Mills cautions that any significant expansion in green energy will
create “an unprecedented increase in global mining”, which would radically exacerbate environmental
and labor challenges in emerging markets, and dramatically increase the vulnerability of America’s
energy supply chain. Capellán-Pérez et al. (2019) underscore the concern that the extraction of
the minerals required for the proposed transition to renewable energies is likely to intensify current socio-environmental conflicts associated with resource extraction. As we will outline, this gives rise to concern regarding potential uncertainty of supply. In contrast to
the concerns about hydrocarbon peaks outlined above, projected mineral requirements seem likely
to exceed current reserves within the very short time frame to the year 2030. This concern appears
particularly pressing with regard to e-vehicles, which we discuss next, followed by related concerns
regarding solar and wind energy.
Electric Vehicles
The projected production of electric vehicles (EVs) to replace vehicles powered by fossil fuels
requires the consumption of a new range of metals, as outlined in a letter from a group of geologists
and other earth scientists to the Committee on Climate Change in London who had recommended
increasing the percentage of the UK’s cars that are electric or hybrid from 0.2% in 2017 to 100% by 2050.
Herrington et al. warn that in order to replace the UK’s fleet of cars (currently 31.5 million) entirely
with EVs, it would require “just under two times the total annual world cobalt production, nearly the
entire world production of neodymium, three quarters the world’s lithium production and at least
half of the world’s copper production during 2018 [ . . . ] If we are to extrapolate this analysis to the
currently projected estimate of 2 billion cars worldwide, based on 2018 figures, annual production
would have to increase for neodymium and dysprosium by 70%, copper output would need to more
than double and cobalt output would need to increase at least three and a half times for the entire
period from now until 2050 to satisfy the demand”. They further note that this proposed transition
for the UK would also lead to a 20% increase in electricity usage for the country, due to the extra power
generated needed for recharging the vehicles.
Even under its modest “New Policies Scenario”, the International Energy Agency’s projections to
the year 2030 indicate that cobalt and lithium reserves are inadequate to meet EV needs (see figure below).
Modeling on the assumption of a shift to 100% renewable electricity by the year 2050,
with lithium-ion batteries accounting for approximately 6% of energy storage and 55% of energy for
road transport being accounted for by electric vehicles, Giurco et al. (2019) consider that the
cumulative demand for both cobalt and lithium is likely to exceed current reserves unless recycling
rates are improved. They consider that the annual demand for cobalt for EVs and storage could exceed
current production rates by around 2023, and that the annual demand for lithium could exceed current
production rates by around 2022. Although they consider that high recycling rates can keep cumulative
demand for cobalt and lithium below current resource levels, they caution that there is likely to be a
delay before recycling can offset demand until there are enough batteries reaching end of life to be
collected and recycled.
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Increased annual demand for materials for batteries from deployment of electric vehicles by scenario, 2018–2030. Green dots indicate current supply. NPS = New Policies Scenario. EV30@30 =30% sales share for EVs by 2030.
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From extensive field research, including expert interviews, community interviews with miners and
traders, and observation at 21 mines and nine affiliated mining sites, Sovacool (2019) documented
displacements of indigenous communities, unsafe work environments, child labor, and violence against
women in communities near cobalt mines. Because most of the world’s cobalt is produced in the
Democratic Republic of Congo, the major increases in demand arising from global interest in EVs
have created a rise in the number of local “artisanal” mines extracting cobalt. Several journalists have warned that these are often poorly regulated and sometimes involve the use of child labor.
These socio-environmental issues give rise to further concern regarding security of supply.
Capellán-Pérez et al. (2019) identify the technologies most vulnerable to mineral scarcity to be
solar PV technologies (tellurium, indium, silver, and manganese), solar CSP (silver and manganese),
and Li batteries (lithium and manganese). The transition to alternative technologies will also
intensify global copper demand by requiring 10–25% of current global reserves and 5–10% of current
global resources. The authors report that “other studies considering a full transition to 100% RES and
considering the material requirements for transportation of electricity reach higher levels, e.g., 60–70%
of estimated current reserves”.
Solar
Solar
Modeling on the assumption of a shift to 100% renewable electricity by the year 2050, with solar
PV accounting for more than one-third of capacity and the remainder being generated by wind and
other renewables, Giurco et al. (2019) calculate that to generate one-third of the world’s energy from
solar power by 2050, this would require ~50% of the current reserves of silver. They consider that
increasing efficiency of material use has the greatest potential to offset the demand for metals for solar
PV, while recycling has less potential because of the long lifespan of solar PV metals and their lower
potential for recycling. They also caution that declining ore grades may have a significant influence on
energy consumption in the mining sector, associated with polymetallic ore processing and the mining
of deeper ore bodies. They note that, although silver has an overall recycling rate of 30–50% almost no
recycling of silver from PV panels occurs, because most recycling of PV panels focuses on recycling the
glass, aluminum, and copper.
Wind Turbines
Several types of wind turbine, such as the permanent magnet synchronous generator (PMSG),
require magnets that orient wind turbines into the wind. These magnets contain rare metals such
as neodymium (Nd), praseodymium (Pr), terbium (Tb), and dysprosium (Dy). The estimated
demand for Nd is projected to increase from 4000 to 18,000 tons by 2035, and for Dy from 200 to 1200 tons. These values represent a quarter to a half of current world output. There are also
concerns over the amount of toxic and radioactive waste generated by these mining activities. Current
research is focusing on lowering the dependence on these materials by reducing and recycling.
The construction of extensive wind and solar energy installations will require large quantities of
base metals such as copper, iron and aluminum, which will be unavailable for recycling for the lifetime
of the installation, thus exacerbating scarcities.
