Tag Archives: Rare earth minerals

Lithium, Cobalt, and Rare Earths, by Michael Klare

A lot of future technologies that the world is counting on to make the world a greener place rely on a handful of metals most people have never heard of. From Michael Klare at tomdispatch.com:

The Post-Petroleum Resource Race and What to Make of It

Thanks to its very name — renewable energy — we can picture a time in the not-too-distant future when our need for non-renewable fuels like oil, natural gas, and coal will vanish. Indeed, the Biden administration has announced a breakthrough target of 2035 for fully eliminating U.S. reliance on those non-renewable fuels for the generation of electricity. That would be accomplished by “deploying carbon-pollution-free electricity-generating resources,” primarily the everlasting power of the wind and sun.

With other nations moving in a similar direction, it’s tempting to conclude that the days when competition over finite supplies of energy was a recurring source of conflict will soon draw to a close. Unfortunately, think again: while the sun and wind are indeed infinitely renewable, the materials needed to convert those resources into electricity — minerals like cobalt, copper, lithium, nickel, and the rare-earth elements, or REEs — are anything but. Some of them, in fact, are far scarcer than petroleum, suggesting that global strife over vital resources may not, in fact, disappear in the Age of Renewables.

To appreciate this unexpected paradox, it’s necessary to explore how wind and solar power are converted into usable forms of electricity and propulsion. Solar power is largely collected by photovoltaic cells, often deployed in vast arrays, while the wind is harvested by giant turbines, typically deployed in extensive wind farms. To use electricity in transportation, cars and trucks must be equipped with advanced batteries capable of holding a charge over long distances. Each one of these devices uses substantial amounts of copper for electrical transmission, as well as a variety of other non-renewable minerals. Those wind turbines, for instance, require manganese, molybdenum, nickel, zinc, and rare-earth elements for their electrical generators, while electric vehicles (EVs) need cobalt, graphite, lithium, manganese, and rare earths for their engines and batteries.

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China’s Secret Weapon That Could Swing the Trade War, by Nick Giambruno

China is the world’s leading, and in some cases only supplier of rare earth elements that are essential to many computer and communications technologies. From Nick Giambruno at internationalman.com:

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Hot Economic Warfare: Scrambling for Rare-Earth Minerals, by Wayne Madsen

A bunch of rocks you probably have never heard of are the subjects of intense geopolitical competition. From Wayne Madsen at strategic-culture.org:

Just like the gold rushes of California between 1848 and 1855, Canada’s Klonike of 1896 to 1899, and Western Australia’s of the 1890s, the world is experiencing a frenzy to obtain mining rights in pursuit of today’s “gold,” namely rare earth minerals. Used for components of electric vehicle batteries, mobile telephones, flat-screen televisions, flash drives, cameras, precision-guided missiles, industrial magnets, wind turbines, solar panels, and other high-tech items, rare earth minerals have become the type of sought-after commodity that uranium and plutonium were during the onset of the atomic age.

Rare earth minerals do not easily roll off one’s tongue in the same manner as gold, silver, and platinum. For example, yttrium oxide and europium, while sounding unimportant, are what provide the red hue in color televisions.

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