The Finland GTK organization has provided comprehensive and well researched information on the challenges of providing adequate minerals for the future. I recommend referring to their excellent work. ₍₁₎ Also, the National Mining Association has excellent information on their web page. ₍₂₎ The current slogan for the NMA is, “Minerals Make Life”. I would add, minerals, lots of minerals are also needed for the transition to more renewable power generation. Even then, as a friend pointed out to me, the exotic minerals do not produce electricity until they are incorporated into final products such as solar panels or wind turbines. Electricity produced from renewables cannot make the products needed by society. See Ron Stein’s explanation for more on the importance of crude oil. _{(8, 9)}

Mining and Power

My background and expertise is in electric power generation, not mining. So, why am I writing this if I am not a mining expert? The reason is, although my experiences are in combustion and power, over the last 60 years or so I traveled the world with involvement in power plants and ore processing facilities that provided electricity and combustion systems required for the mining of aluminum, copper, coal and steel. The fact is that both internal combustion engine powered vehicles and EV’s, all require lots of copper, steel and aluminum. As technologies advance for more reduced carbon power generation and use, so will the requirements for Rare Earth minerals, Uranium as well as the more common metals. Aluminum requires the most electricity for smelting of all common metals, about 5 kWh per pound. Copper mining requires a fair amount of electricity as well. For example, I once worked at the Freeport-McMoran copper mine in Irian Jaya (now called West Papua) and it had 180 MW of conventional generation just to run the ore processing equipment. A good read is the Forbes Wilson book, “Conquest of Copper Mountain” which is better than fiction on the story of how one of the largest copper mines in the world came to be. ₍₇₎  Let’s get back to minerals and metals.

Time to Wake Up!

This is the title of the GTK report and I have taken the liberty of using some of the illustrations from GTK. The first slide in the GTK presentation shows the relationship of metal/minerals required by 2050 compared to the current world use of coal, oil and gas. My previous articles have elaborated on the need to supply the U.S. alone with 100 Quadrillion BTUs of energy. Mr. Michaux provides the graphic below as another approach to communicating the need of minerals.

The metals and minerals needed for batteries alone is enormous. GTK shows the relationship of minerals used now and minerals needed as more power generation is produced from renewables and more electricity is used for transportation.

Energy is required to produce these metals. Lots of energy, both primary energy such as Diesel fuel as well as electricity which is secondary energy. For example, take a look at the 400 ton mine haul truck below. This modern and efficient truck uses a 4,000 hp Diesel engine for propulsion. Keep in mind that ore deposits are mostly dirt with a little bit of metal. Typical rich copper deposits are about 1 -2% copper. So, it takes about 50-100 tons of ore to produce one ton of copper. Plus, lots of energy for processing. I also worked at a gold mine in Nevada and there the gold content of the ore was 0.2 ounce per ton of dirt and rock. So, it takes huge haul trucks to move a lot of dirt and rock for these small percentages of metal.

Conclusions

The path to Net-Zero Carbon is not possible by 2050 for many reasons. The one limitation highlighted in this article is the need for enormous quantities of new metals and critical minerals. Also, huge amounts of energy to power the mining, processing and manufacturing. The U.S. government regulations are biased against mining as well as against conventional energy use. Our government seems to hate to use our natural resources. Another slogan used by the NMA that I saw bumper stickers at a Trona mine was “If it isn’t Grown, it is Mined”. See the Competitive Enterprise Institute list of 10,000 Commandments. ₍₆₎ I invite the reader to visit the web sites of GTK and the National Mining Association. They are experts in minerals and metals and offer outstanding information on their web sites.

What about Nuclear Power?

Nuclear power generation provides the greatest amount of carbon free electricity. Nuclear is the most likely solution for reduced carbon electricity expansion.  Since the 1990s, despite ample domestic reserves, the U.S. has increasingly relied on imported uranium for use in nuclear power plants. Our near complete import reliance for uranium is concerning, including 60 percent of our uranium imports coming from Russia, Kazakhstan and Uzbekistan. The U.S. is currently heavily reliant on China for advanced rare earth materials needed for EVs, wind energy, and other advanced technologies, including those needed for national defense. This need not be the case, whether for uranium, rare earths or other energy materials. The NMA has further information on uranium, rare earth minerals and mining. _{(2, 4)}

Yours truly,

Dick Storm, Feb. 7, 2024

References

1. GTK Finland- “Time to Wake Up”: https://www.gtk.fi/en/research/time-to-wake-up/
2. National Mining Association: https://nma.org
3. Caterpillar 797F Haul Truck specifications: https://www.lectura-specs.com/en/model/construction-machinery/rigid-dump-trucks-caterpillar/797f-11691916
4. Uranium sources for U.S. nuclear power generation, NMA: https://nma.org/2023/08/22/domestically-produced-uranium-2/
5. EIA Where our Uranium comes from: https://www.eia.gov/energyexplained/nuclear/where-our-uranium-comes-from.php
6. Competitive Enterprise Institute, Government Regulations Review, 10,000 Commandments: https://cei.org/studies/ten-thousand-commandments-2023/#:~:text=Ten%20Thousand%20Commandments%20is%20the,the%20U.S.%20economy%20at%20large.
7. A great read not only fascinating but also better than fiction! The story of the development of a copper mine in Irian Jaya, Indonesia: “The Conquest of Copper Mountain” by Forbes Wilson, 1981
8. Ron Stein’s Energy Library, “Breezes and Sunshine Cannot Manufacture Anything, Electricity Cannot Exist Without Oil”: https://www.americaoutloud.news/todays-materialistic-world-cannot-survive-without-crude-oil/
9. Ron Stein, “Breezes & Sunshine Cannot Manufacture Anything, Electricity Cannot Exist Without Crude Oil” : https://www.americaoutloud.news/breezes-and-sunshine-cannot-manufacture-anything-electricity-cannot-exist-without-crude-oil/
10. Gatestone Institute on Leadership, “Boeing’s Missing Bolts”, Leadership at the top affects more than aircraft manufacturing Quality Assurance: https://www.gatestoneinstitute.org/20394/boeing-leadership-crisis
11. US Manufacturing “Boom” Misinformation, Daily Signal, Aug. 17, 2023: https://www.dailysignal.com/2023/08/17/bidens-manufacturing-boom-is-manufactured-malarkey/
12.   How Washington Strangled American Manufacturing, EPOCH Times, Feb. 12, 2024, Federal Regulations undermine efforts to restore and expand American manufacturing : https://www.theepochtimes.com/opinion/how-washington-regulation-strangled-american-manufacturing-5585825?utm_source=partner&utm_campaign=BonginoReport
13. Daily Signal page with numerous Commentary articles on Gov’t &  Federal Regulations,  : https://www.dailysignal.com/tag/government
14. Daily Signal with more Commentary on Federal Regulations: https://www.dailysignal.com/tag/regulations
15. 22 Million Acres of Western land to be used for solar power, according to BLM, Such a waste of beautiful lands: https://www.hcn.org/articles/solar-energy-biden-plan-will-earmark-millions-of-acres-of-public-land-for-solar-development/