Tag Archives: lithium-ion batteries

In pictures: South America’s ‘lithium fields’ reveal the dark side of our electric future, by Maeve Campbell

Gee, nobody reckoned that our green future would be dependent on environmentally destructive mining of lithium and other minerals. From Maeve Campbell at euronews.com:

Lithium extraction fields in South America have been captured by an aerial photographer in stunning high definition.

But while the images may be breathtaking to look at, they represent the dark side of our swiftly electrifying world.

Lithium represents a route out of our reliance on fossil fuel production. As the lightest known metal on the planet, it is now widely used in electric devices from mobile phones and laptops, to cars and aircraft.

Lithium-ion batteries are most famous for powering electric vehicles, which are set to account for up to 60 per cent of new car sales by 2030. The battery of a Tesla Model S, for example, uses around 12 kg of lithium.

These batteries are the key to lightweight, rechargeable power. As it stands, demand for lithium is unprecedented and many say it is crucial in order to transition to renewables.

However, this doesn’t come without a cost – mining the chemical element can be harmful to the environment.

German aerial photographer Tom Hegen specialises in documenting the traces we leave on the earth’s surface. His work provides an overview of places where we extract, refine and consume resources with his latest series exposing the “Lithium Triangle.”

An Inconvenient Truth: EVs May Offer A “Negligible” CO2 Difference From ICE Vehicles, by Tyler Durden

Has anyone actually measured EVs’ carbon footprint? From Tyler Durden at zerohedge.com:

re the carbon footprints of EVs really as drastically lower than that of internal combustion engine vehicles? When considering the amount of carbon and CO2 created from assembling lithium ion batteries, one firm thinks the difference could be “negligible”.

Such was the topic of a new blog post by natural resource investors Goehring & Rozencwajg (G&R), a “fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 30 years of dedicated resource experience.”

The firm, established in 2015, posted a blog entry entitled “Exploring Lithium-ion Electric Vehicles’ Carbon Footprint” this week, where they call into question a former ICE vs. EV comparison performed by the Wall Street Journal and, while citing work performed by Jefferies, argue that there could literally be “no reduction in CO2 output” in some EV vs. ICE comparisons.

Their analysis “details the tremendous amount of energy (and by extension CO2) needed to manufacture a lithium-ion battery.” Because a typical EV is on average 50% heavier than a similar internal combustion engine, the analysis notes that the “embedded carbon” in an EV (i.e., when it rolls off the lot) is therefore 20–50% more than an internal combustion engine.

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Not As Green As You Think – Global EV Push Sparks Cobalt Chaos, by Tyler Durden

Take a look at what goes into the electric cars’ lithium-ion batteries and how those minerals are mined and it may well change your mind that this is a “green” technology. From Tyler Durden at zerohedge.com:

Global cobalt prices per metric ton are up more than 20% since the beginning of this year as increasing electric vehicle demand has strained global supply chains.

WSJ spoke with auto and battery experts about cobalt, a metal found in lithium-ion batteries. Besides EVs, the blue metal is found in virtually every consumer electronics like cell phones, laptop computers, and tablets.

Ying Lu, an analyst at London-based commodity research firm Roskill, was quoted by WSJ as saying, “demand is not going to shrink any time soon, while the supply remains tight mainly due to logistics disruptions in South Africa during the pandemic.”

As explained by InsideSources, every EV battery contains cobalt, with most of it mined in the Democratic Republic of Congo (DRC).

DRC has sustained years of destabilization as the Congo government and armed militants duke it out over the control of mines. Much of the DRC cobalt is then hauled to South Africa and shipped to China for processing.

It’s not just automakers and suppliers buying cobalt from DRC, many are trying to recycle cobalt from old batteries and exploring other regions around the world for alternative sourcing.

As a reminder, the Trump administration has signed an executive order in the US mining industry, highlighting America’s dangerous overdependence on China for rare-earth metals.

In 2016 and 2018, massive interest poured into EVs with the Model 3 Tesla launch. Cobalt prices nearly quadrupled in that timeframe before crashing down in 2019. A recent move higher in prices could suggest that speculators have entered the market with the idea that President Biden’s effort for a greener economy could result in higher demand for the metal.

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