S&P Global has completed a look at the #LimitedResources needed by the #ClimateChange incentives in the Inflation Reduction Act for EVs and #renewableEnergy.

"energy-transition-related US demand for the critical
minerals lithium, nickel and cobalt, taken together, will be 23 times higher in 2035 than it was in 2021. For copper, it will be twice as high. This is equivalent to
compound annual growth rates of 25% for the three critical minerals and 4% for copper." Most of that is for EV batteries

@Salty And if you've got 300 miles of range on your EV, you're using up precious lithium, copper, and other #LimitedResources without any compensation to the commons just for the convenience of using the same vehicle for the 2% of all trips that are longer than 100 miles.

EVs are a green #consumption solution driven by the inertia of affluence that magically assumes everyone can afford to trade in their already embodied carbon vehicles & spend 2x as much to emit more carbon manufacturing a new car that uses new #LimitedResources like lithium in 10yr lifetime batteries that are only recycled at a rate of 5%. All we need to do is issue mandates to car companies and build a massive network of charging station infrastructure.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3211385/

@Pampa

First of all, the reason I'm posting so much stuff about #LimitedResources is because I agree that the rush to switch the fleet to EVs is based on magical thinking and #OverConsumption

But #RareEarth materials remain an issue because of that consumption. While electronics use far less per item, that's offset by the fact that there are 7B smart phones in the world vs 1.4B cars. phones are replaced every 2yrs or so. and the recycling recovery is of RareEarths is less than 1%

@exador23

The requirement for wind renewable energy is, thankfully, far less than that required to replace the 800m personal ICE fleet with the 1bn EVs as Tesla hope for, and as MIT recently modelled.

The consumer electronics market is a side show here, both in importance and volume, and use in LED lighting is orders of magnitude smaller.

#Degrowth

#RareEarth #refining #EnergyTransition #China
#LimitedResources #Wind

@Anglophyl @exador23

The major benefit is the reduced ecological footprints of public transport over personal transport vehicles (#EVs or ICEs) and journeys.

Electrified and efficient, or possibly green hydrogen fuelled, public transport is the icing on the cake.

#Degrowth

#RareEarth #refining #EnergyTransition #China
#LimitedResources

@exador23

"Why it matters: #EVs need refined rare earths to make the magnets for the motors."

Good job we don't need EVs!

We need public transport and bicycle and pedestrian friendly communities.

#Degrowth

#RareEarth #refining #EnergyTransition #China
#LimitedResources

Nobody seems to be able to bring a capable #RareEarth #refining plant online - leaving the green #EnergyTransition dependent on the whims of #China

Why it matters: #EVs need refined rare earths to make the magnets for the motors. #LimitedResources

https://www.straitstimes.com/asia/east-asia/world-battles-to-loosen-china-s-grip-on-vital-rare-earths-for-clean-energy-transition

Still looking for a good hashtag to file all these #LimitedResources stories under. It's the problem that is just mostly ignored via magical thinking. "The entire fleet needs to be #EVs" is met with hurrahs. Very few people realize what that means in terms of #resource #extraction, the hard limits on #lithium or #RareEarth reserves or refining capacity.

We can't consume our way out of something that is an #OverConsumption problem at its core.

“You can’t have an energy transition without critical minerals.” #LimitedResources

Why DC is rolling out the red carpet for the leader of #Mongolia

https://www.semafor.com/article/08/02/2023/why-the-us-is-wooing-mongolia

When Drill Baby Drill is replaced with Mine Baby Mine.

#LimitedResources

#gallium #germanium

#China has cut us off.

https://www.bbc.com/news/business-66118831

#LimitedResources

#Mongolia is next on the bleed them dry #extraction list.

#copper #gold #coal #RareEarthMetals

https://www.scientificamerican.com/article/u-s-looks-to-mongolia-wedged-between-china-and-russia-for-critical-minerals/