Electric vehicles, you might have heard, have a mineral problem. Beneath the floor of an EV sits a 900-pound battery filled with minerals extracted from around the world. Millions of tons of lithium, cobalt, bauxite and other minerals are mined, processed, shipped and refined — sometimes leaving a trail of human rights and environmental abuses. For some, that makes fossil fuel engines look good by comparison. No one wants to drive around on the cobalt equivalent of blood diamonds. But does all this mining negate the climate and environmental benefits of EVs compared to sticking with gas? I looked into the world's evolving supply chains for the clean-energy economy. In every scenario, it turns out, the demand for battery minerals represents a tiny fraction of the amounts of fossil fuels now needed to power the world. What's in a battery A typical 200-mile range EV lugs around a lithium-ion battery pack that's nearly a third of the weight of the vehicle. Roughly a third, or 353 pounds, are crucial minerals that complete the circuit, including cobalt, nickel, manganese, graphite, aluminum and copper, estimates Transport and Environment, a nongovernmental organization campaigning for cleaner transport. Not counting steel and aluminum, says MIT, an EV requires six times more minerals than a conventional vehicle. We will need a massive increase in these materials in the coming years. Global EV sales are predicted to surpass gas-vehicle sales in just over a decade after having blown past early projections. Where do the minerals come from? Mining minerals is never a clean affair. Cobalt from Congo, lithium and graphite from China, nickel from Indonesia and Russia, and battery supply chains that run through Xinjiang in the Uyghur region, where forced labor has been rampant: All of these have real, immediate problems, which The Post explored in our "Clean Cars, Hidden Toll" series. These environmental and social problems are real. But compared to the track record of the oil, gas and coal industry, they are a drop in the barrel. Oil extraction dwarfs mining Minerals mined for the clean-energy economy are measured in millions of tons per year. For fossil fuel extraction, that's a rounding error. In 2020, building the world's wind turbines, solar panels, EVs and other clean-energy infrastructure demanded 7 million tons of minerals, estimates the International Energy Agency. Roughly half of this was destined for batteries and EVs. The oil, gas and coal industry, by contrast, extracted an estimated 15 billion metric tons in 2019. |
No comments:
Post a Comment