Does the road to clean energy run through dirty mines?

Graph: Our World in Data

You can’t scale green power without scaling gray industry.

November 17, 2024.

In June, The Economist published a feature called “The exponential growth of solar power will change the world,” noting that the planet’s installed solar capacity doubles about every three years. Five months later, the Global Solar Council now says that installed capacity has actually doubled over the past two years. Even solar’s exponentials have exponentials.

This is great news for phasing out coal and gas, as the plummeting prices of solar and wind are economic realities that could power them through the coming political headwinds.

But all those solar panels and turbines are made from megatons of materials. And that requires digging deep at copper, silver, and other mines feeding factories with their own carbon and environmental footprints. For example, the Xinjiang region of China produces nearly half the world’s polysilicon for solar panels, traditionally using the dirtiest coal power.

Overall, the International Energy Authority estimates that reaching net zero by 2050 could require six times more mineral inputs than we use today. On one hand, it seems like we’re just swapping the fossil fuel devil we know for shinier technologies with their own sustainability problems. On the other, it may be a good bargain.

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The Price of Progress is a Mountain of Metal and Concrete

 

1. The problem with exponentials. Today, the solar panel industry uses about 10% of the world’s supply of silver. By 2050, demand is expected to soar to 50% of the planet’s reserves, according to the Institute for Sustainable Futures in Australia. Silver mining means extracting and processing a lot of rock—22,378 kilograms to extract a single kilo of the precious metal. And the process, which often happens in developing countries, isn’t a pretty one. The forecast is even worse for some exotic metals such as indium and tellurium, where demand from solar cells alone could exceed the entirety of Earth’s reserves by mid-century.

2. Wind is blowing up. Wind power also has a coming minerals crunch, thanks to copper and rare earth elements needed for magnets that turn rotational energy into electricity. Like silver, demand for copper could exceed global reserves by 2040. Wind turbines are growing in size as well as number. The biggest are now taller than the Great Pyramid of Giza, with blades longer than football fields. By the 2030s, US wind farms alone could account for about 2% of the country’s cement production and nearly 5% of its steel. Recycling is a big issue with wind turbine blades—most of the fiberglass composite blades currently end up in landfill or are incinerated.

3. Get ready for a billion EVs. Replacing the world’s 1.5 billion internal combustion-powered cars and trucks with electric equivalents will be traumatic. Building a new EV produces around 80% more greenhouse gas emissions than a comparable gas car, and requires six times the mineral input according to the IEA. That’s mostly due to its energy-intensive battery. The carbon debt gets paid off during operation, especially if it’s charged using low carbon electricity, but the mineral requirements will mean new and deeper mines.

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But It’s a Price Worth Paying

 

1. Don’t be fooled by the size of solar. Fossil fuels are even worse. Despite massive and highly visible wind and solar farms, fossil fuel power actually uses far more material, says Hannah Ritchie at Our World in Data. She crunched the numbers on the mining requirements of electricity sources, and renewables have far lower material requirements than oil and gas power stations. To generate the same amount of electricity, a coal plant requires 25 times more material than a solar installation. Even a gas power station needs 2.5 times the resource extraction. (The emissions disparity is wider still—gas has a carbon footprint 10 times bigger than solar).

2. Nuke’s short shopping list. Perhaps surprisingly, the power source with the lowest material requirements is nuclear fission. Even taking into account their large, complex facilities and extensive processing, nuclear power stations use only about one quarter of the mined resources as solar photovoltaics.

3. No one recycles an oil refinery. In carbon terms, ecycling isn’t much of an issue with oil and gas infrastructure as most emissions are associated with burning fossil fuels. But it’s a huge deal with renewables, where the impact comes from building sprawling power farms. Engineers can now recover a good fraction of the materials used to make a solar panel,turbine blade or EV battery. Rates have been low until now but “recycling is the most important strategy for the renewable energy and battery industries going forward,” says the Institute for Sustainable Futures.

 

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What To Keep An Eye On

 

1. The efficiency exponential. Demand isn’t the only thing growing at an ever-increasing rate. As solar scales up, researchers and industry are improving materials and processes to scale down their impact. Take silver again—engineers reduced the amount of silver in each solar cell by two thirds from 2007 to 2016, and some estimates see it halving again over the next decade.

2. Geothermal mines. Even disused mines can be part of the climate solution. One town in Nova Scotia has been heating industrial buildings for decades using water from a flooded mine heated by subterranean warmth. Researchers are also looking at the possibility of using mine water to cool data centers.

3. China cleaning house. One of the push backs against Chinese solar tech is that it has been made using dirty coal power. But wind and solar collectively just surpassed coal in China’s generating capacity, and solar alone is set to be the country’s leading source in 2026. Having said that, there remain huge concerns about China’s use of forced labor in its solar industry.

A chart showing solar and wind power capacity surpassing coal in China for the first time, this year

Source: Rystad Energy
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