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Net Zero Bombshell: The World Does Not Have Enough Lithium and Cobalt

October 22, 2022

By Paul Homewood

From the Daily Sceptic:

 

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Influential elites are either in denial about the horrifying costs and consequences of Net Zero – witness last Wednesday’s substantial vote against fracking British gas in the House of Commons – or busy scooping up the almost unlimited amounts of money currently on offer for promoting pseudoscience climate scares and investing in impracticable green technologies. Until the lights start to go out and heating fails, they are unlikely to pay much attention to a recent 1,000 page alternative energy investigation undertaken for a Finnish Government agency by Associate Professor Simon Michaux. Referring to the U.K.’s 2050 Net Zero target, Michaux states there is “simply not enough time, nor resources to do this by the current target”.

To cite just one example of how un-costed Net Zero is, Michaux notes that “in theory” there are enough global reserves of nickel and lithium if they are exclusively used to produce batteries for electric vehicles. But there is not enough cobalt, and more will need to be discovered. It gets much worse. All the new batteries have a useful working life of only 8-10 years, so replacements will need to be regularly produced. “This is unlikely to be practical, which suggests the whole EV battery solution may need to be re-thought and a new solution is developed that is not so mineral intensive,” he says.

All of these problems occur in finding a mass of lithium for ion batteries weighting 286.6 million tonnes. But a “power buffer” of another 2.5 billion tonnes of batteries is also required to provide a four-week back-up for intermittent wind and solar electricity power. Of course, this is simply not available from global mineral reserves, but, states Michaux, it is not clear how the buffer could be delivered with an alternative system.

Michaux sounds a clear warning message. Current expectations are that global industrial businesses will replace a complex industrial energy ecosystem that took more than a century to build. It was built with the support of the highest calorifically dense source of energy the world has ever known (oil), in cheap abundant quantities, with easily available credit and seemingly unlimited mineral resources. The replacement, he notes, needs to be done when there is comparatively very expensive energy, a fragile finance system saturated in debt and not enough minerals. Most challenging of all, it has to be done within a few decades. Based on his copious calculations, the author is of the opinion that it will not go fully “as planned”.

Last Sunday, Sir David Attenborough concluded six episodes of pseudoscientific green agitprop Frozen Planet II by demanding that the world embrace Net Zero, “no matter how challenging it may be”. Net Zero is a political command-and-control project, the full horror of which is yet to be inflicted on the general population. Michaux is quite clear what it entails: “What may be required, therefore, is a significant reduction of societal demand for all resources, of all kinds. This implies a very different social contract and a radically different system of governance to what is in place today.”

Full story here.

41 Comments
  1. Stonyground permalink
    October 22, 2022 6:27 pm

    All of this is totally obvious to anyone who isn’t an idiot.

    • devonblueboy permalink
      October 22, 2022 6:31 pm

      Which is why politicians don’t get it.

      • October 23, 2022 9:28 am

        Oh most do get it. Problem is they need to promote a solution to the electorate to save us from the imagibery climate change armaggedon. Doesn’t matter that its impossible because they won’t be around when that becomes obvious to even the most diehard environmental activist

      • devonblueboy permalink
        October 23, 2022 9:48 am

        I doubt that it will ever become obvious to the most diehard environmental activist. They have already drunk the Kool Aid and admitting they’ve been wrong all along will cause their brains to explode 🤯 Hopefully!

    • Curious George permalink
      October 22, 2022 7:38 pm

      I see it vividly: towards the end of a battery life, the lithium and cobalt in it slowly become translucent, lose weight, become ghosts, and finally disappear in space 🙂

      • Stuart Brown permalink
        October 22, 2022 8:47 pm

        Well yes, it doesn’t disappear does it? Quite right. But I see this a bit like those rainbow strips of Plasticine you probably had as a kid like me. At first there were all these lovely colours, but after a (short!) time you had a grey ball of stuff full of hairs and carpet fluff that was never going to be turned back into anything useful.

        Is there anyone actually recycling lithium batteries economically? If the price of the constituents rises to the point where recycling makes sense, would anyone buy the batteries anyway?

  2. David permalink
    October 22, 2022 6:37 pm

    I wonder how many of our MPs could pass O level maths.

    • Subseaeng permalink
      October 22, 2022 6:45 pm

      Not even maths but simple arithmetic. Truly depressing times in which we exist.

      • Andrew Harding permalink
        October 22, 2022 7:05 pm

        Total ignorance from the ruling elite!

        First of all, an increase in atmospheric CO2 from 0.03% to 0.o42% cannot possibly cause any warming, whatsoever. It is a thermodynamic impossibility.

        Secondly, the Covid19 international lockdown proved that mankind was not responsible for rising levels of CO2 as the rate of rise during this timeframe was unchanged.

    • that man permalink
      October 23, 2022 11:20 am

      They could pass net-0 level maths.

  3. John Brown permalink
    October 22, 2022 6:58 pm

    “But a “power buffer” of another 2.5 billion tonnes of batteries is also required to provide a four-week back-up for intermittent wind and solar electricity power.”

    The UK government has no intention of working with a four week back-up using either batteries or hydrogen. They know it’s impossible and are planning for smart meters, “volatile pricing” and rolling blackouts (euphemistically called “demand management”). They haven’t yet told the country so the majority are still believing Chinese supplied renewables will provide, cheap, abundant and reliable power…

    • It doesn't add up... permalink
      October 23, 2022 12:30 am

      I think they remain in ignorant denial of the reality of just how damaging a prolonged period of winter Dunkelflaute would be. Perhaps they will understand only when riots take place near their own homes.

      • Graeme No.3 permalink
        October 24, 2022 9:36 am

        They will say “How dare they?” and demand the police and armed forces protect them. So long as these forces stay loyal they may be all right.

  4. 2hmp permalink
    October 22, 2022 6:58 pm

    If Merano and Monckton are right the bankers, Lawyers and Politicians are beginning to realise Net Zero is a nonsense. But how fast will the realisation spread. First step, cancel the all new EVs by 2030, then the gas boilers by 2035.

    • John Hultquist permalink
      October 23, 2022 2:40 am

      Morano

  5. October 22, 2022 7:41 pm

    Attenborough is a deranged misanthrope. Why is he still getting airtime?

    • October 22, 2022 9:46 pm

      Because BBC.

      • Ray Sanders permalink
        October 23, 2022 8:05 pm

        “Because BBC.” …. Now what has the Bull Buggering Cardinal of……..got to do wth this?

    • John Brown permalink
      October 22, 2022 10:40 pm

      Attenborough is really a Malthusian. He initially rejected CAGW but then realised that Net Zero would impoverish us and curb population growth. He gets airtime from the BBC as he does an excellent job gaslighting the public into believing CAGW is real.

      • dave permalink
        October 24, 2022 10:12 am

        “…a Malthusian…[who wants to]impoverish us…[in order to] curb population growth…”

        An ass-backwards Malthusian is he, then! The whole point of Malthus’s theory, as a guide to policy, was to avoid this same impoverishment not to curb population growth. A real Malthusian was Petruchio, in the Taming of the Shrew;” “I’ve come to wife it wealthily in Padua!”… “And in land with her?” “Half mine all!”
        “The FERTILE half!”…and finally, “Women are meant to bear! [children]”

        Incidentally, the standard Textbook of Ecology I own does not have Malthus in the Index. Which emphasises that Malthus was writing about Economics and apparently has nothing to say to interest a professional biologist.

  6. T Walker permalink
    October 22, 2022 8:14 pm

    No, I “feel” that it will be alright, whatever the reality is.

  7. Tim Spence permalink
    October 22, 2022 9:05 pm

    Or Nickel or Copper either.

  8. arfurbryant permalink
    October 22, 2022 9:06 pm

    The headlong lemming-like rush toward ‘Net Zero’ is a political scam hiding behind a scientific fraud.

  9. GeoffB permalink
    October 22, 2022 9:37 pm

    It has been an obvious problem for years for anyone with the slightest of intelligence, so why all the push for battery vehicles and back up storage for the grid, when it is just not possible to achieve. The answer is rather simple, it is never going to happen, but in the meantime we also destroy our manufacturing and chemical industries, farming animals is not allowed, all crops are organic with 25% of present yields, no travel other than self propelled…..back to about 1900 conditions. This results in huge increase in poverty and mortality for the average person. One problem is that the far east and Arab states are not participating in this madness, could it be they are the instigators, where does WEF fit in?
    “Oh what a tangled web we weave. When we set out to deceive”

  10. October 22, 2022 10:03 pm

    Some confusion in the report. The UK fracking vote was in favour of it.

    October 19, 2022
    UK government wins vote in parliament on fracking

    https://www.reuters.com/world/uk/uk-government-wins-vote-parliament-fracking-2022-10-19/

    The problem is that everyone now expects the government to lose the next election, whereupon the winners will ban fracking again. So little point spending big sums on it, or so the thinking goes.

    • John Brown permalink
      October 22, 2022 10:46 pm

      The NG ESO FES’ for 2035 and even for 2050 require some natural gas so fracking is still worthwhile, whatever Ed Miliband might think.

      • It doesn't add up... permalink
        October 23, 2022 12:24 am

        Resolved,

        That this House calls on the Government to consult to ensure there is a robust system of local consent, and clear advice on seismic limits and safety, before any hydraulic fracturing for shale gas may take place; and believes that such consultation must consider how the views of regional mayors, local authorities and parishes should be reflected as well as the immediate concerns of those most directly affected.

        Essentially designed to make it all but impossible.

      • T Walker permalink
        October 23, 2022 9:34 am

        “Ed Miliband”and “think” in the same sentence?

    • Beagle permalink
      October 22, 2022 11:38 pm

      Maybe the current government could issue fracking licences that cannot be revoked.

    • It doesn't add up... permalink
      October 23, 2022 12:33 am

      Having skimmed through Hansard I have to say the standard of debate was appallingly low. Even the few brave souls who voiced support for fracking could have been better informed and thus more persuasive.

  11. Tim Spence permalink
    October 22, 2022 10:10 pm

    Rare earth metals hindering green technology (from 2013)

    https://e360.yale.edu/features/a_scarcity_of_rare_metals_is_hindering_green_technologies

  12. marlene permalink
    October 22, 2022 10:20 pm

    China’s share of global Critical Resource Minerals (CRMs)

    Heavy Rare Earth Elements (HREEs) 95%
    Light Rare Earth Elements (LREEs) 95%
    Magnesium 87%
    Antimony 87%
    Tungsten 84%
    Bismuth 82%
    Gallium 73%
    Natural Graphite 69%
    Germanium 67%
    Scandium 66%
    Silicon Metal 61%
    Phosphorous 58%
    Indium 57%
    Vanadium 53%

    A report for the Dutch Government warned

    “To reach renewable energy production targets Netherlands requires a significant percentage of the annual production of 5 specific critical metals…..As future demand for these metals exceeds expected supply, the energy transition becomes a vulnerable process. While we are working on reducing our dependence on Arabian and Russian oil, we are creating a new dependency at the same time: a dependency on (Chinese) metals.

    • dave permalink
      October 23, 2022 9:10 am

      The present spot price of lithium is 75,000 dollars a kilogram* and a Tesla uses 8 kilograms (official website). Even the virtue-signalling rich can not afford to replace a 600,000 dollar battery every decade. When the existing contracts for supply of rare metals, that companies like Tesla have made, end in a few years’
      time the sheer idiocy of everything will become apparent.

      How about recycling? The present spot price tells you it can not BE recycled. Otherwise you** would buy a new Tesla and break it for the battery, would you not?

      It is the oddest thing about modern (abnormal) psychology that no public person will ever face a fact. He prefers to double down with his dogmatism. The (insane) war on carbon has been LOST. A general mobilization however will no doubt be announced in due course.

      * That is not a typo.

      ** ‘You’ being any entrepreneur.

      • dave permalink
        October 23, 2022 10:06 am

        Actually that was a typo in my source! The price of lithium is ‘only’ 75,000 dollars per metric ton. But of course the price of lithium is only one of a hundred expenses of the proposed carbon-zero economy. Also, each one has the character of a ‘bottleneck’, i.e. the actual price can spike unexpectedly and bankrupt businesses.

  13. John Hultquist permalink
    October 23, 2022 2:55 am

    Things that can’t happen, won’t.
    So, the interesting questions should address how folks muddle through given that so much wealth is being squandered on the intended transition to a no carbon-based fuel future.
    I expect science-fiction authors are working on this. Politicians and elites have not yet realized the need. When they do, they will quietly fade from view.

    • Dave Fair permalink
      October 23, 2022 6:28 am

      But the inflation, recession/depression, shortages of items necessary for life and a significant decline in standards of living won’t fade from view. As a consequence, government will become an even larger part of life.

      • It doesn't add up... permalink
        October 23, 2022 12:13 pm

        The real c9nsequence is societal collapse and anarchy until a new civilisation can rise from the ashes.

  14. ancientpopeye permalink
    October 23, 2022 9:43 am

    Lunacy writ large?

  15. October 23, 2022 10:20 am

    Political ideology will sooner or later meet the buffers of scientific and engineering reality.
    I have said before that our current position with ICE vehicles is the result of 140 (or so) years of continuous research and development. The cuerrnt crop of EV’s are the results of over enthusiasm for a pipe dream.

  16. Mikehig permalink
    October 23, 2022 9:23 pm

    It may well be that the summary above misses points that are covered in the full report but I have no desire to wade through 1000 pages! Said points include:
    ~ Recycling is not mentioned. This seems to be very limited at the moment but, if scarcity drives up the cost of virgin material, it can be expected to grow.
    ~ The 8-10 years claim for battery life is unsubstantiated. EVangelists will point to Teslas that have minimal battery degradation in 10 years and many miles.
    ~ Repurposing: a degraded EV battery that has lost, say, 20% capacity is still perfectly adequate for domestic energy storage, avoiding the materials need of a new item and prolonging the working life of the original battery.
    ~ Cobalt use looks likely to decline as alternative technology comes to the market. Half of new Teslas do not have any cobalt in their batteries.

  17. Coeur de Lion permalink
    October 25, 2022 3:29 pm

    Why is Net Zero all about windmills and electricity generation? How do we offset aviation fuel by the mega gallon and for example all the twelve wheel diesel artics on European roads? Ever ploughed a field with an electric tractor? Madness.

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