This piece by Jacinda Bowler at Cosmos:
A modelling study looking at electric vehicles has found that the resources to produce them will be significantly strained in the next few years. The researchers suggest that to stop the worst of the bottleneck will take an overhaul – we need to change the way we think about our cars and cities.
“It seems very likely we’ll have a shortage,’ says Fernando Aguilar Lopez, a renewable energy researcher at the Norwegian University of Science and Technology.
“The key lies in the demand. The demand needs to decrease to avoid long-term supply problems.â€
The researchers used a model called MATerIaL Demand and Availability (MATILDA) to analyse at how lithium and other elements will be available from the extraction phase, all the way through to production, use, and scrapping. They looked at more than 8,000 scenarios in the paper has just been published in Resources, Conservation and Recycling.
Although there’s plenty of lithium, cobalt, nickel and phosphorus in the ground, the problem lies in mining. An older paper from 2022 suggested it can take up to 30 years from the initial exploration to be able to use the elements in electric cars.
“The ‘technology metals’, such as cobalt, lithium, rare earths and platinum group metals, are generally produced in much smaller amounts (hundreds to thousands of tonnes) from a small number of mines worldwide,†reported the older paper.
“We will require a massive and rapid increase in the production of technology metals, essential to the function and performance of electric vehicles (EVs), if we are to meet the targets of governments and the car industry.â€
Worse, the researchers for this new paper have suggested that recycling won’t be solution in the near term as there are not enough electric vehicles being scrapped to reuse as a replacement for the bulk of new materials.
while interesting is hardly surprising. Many others (including me) have been saying things along those lines for 40 years. The article goes on to discuss reengineering cities to require less transport. Easier and cheaper than that would be to abandon the centralization, sprawl, and commute model we’ve been following for the last 75 years. It’s going on even as I speak.
For the last two years my employer has been located in London. I never went there, remaining here in the U. S. For the two years prior to that I rarely went into the office. I strongly suspect that work from home AKA remote and/or the “hybrid” model are here to stay. There are also lots of small towns that have practically been vacated as the manufacturing that used to support their economies has vanished overseas. Lots of room there.
None of that is what went through my mind as I read the article. Dovetailing with a post of mine from yesterday, I think we’re going to see a flurry of investment and innovation not just on recycling but also in refining and extraction from seawater, etc. These are among the many reasons that the strategy we’re using for carbon emissions reduction (reducing the production of energy and/or replacing it with less concentrated approaches) is foolhardy. There are all sorts of things that are possible with more power (as Tim Allen used to say).