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Energy

The Global Energy Transition: Critical Minerals & Water Scarcity

September 28, 2023

This is the fourth in a series of articles (ed. note:, see previous posts here, here and here) addressing the global energy transition as an opportunity to interrupt continuing injustices, to create a new global ethic of development in favor of human and earth-centric values.

The Intergovernmental Panel on Climate Change (IPCC) predicts that about 60% of the world’s population will be living in countries defined as ‘water stressed’ by 2025. By 2050, when over 40% of the world’s population will live in severely water-stressed river basins, water usage from manufacturing is expected to rise by over 400%, Business as usual will mean the world will miss water-related United Nations SDGs by a wide margin.

The general perception is that mining projects already use a large percentage of the global freshwater supply. The actual figure sits at around 5%. If mining water usage were to follow the anticipated upsurge in demand for transition minerals, we would see that number rise—unless the industry were to develop efficiencies in usage and/or reclamation. Moreover, both water and minerals are two potential sources of transboundary conflict. The intersection of mining, water and human rights dictates that the future costs of our modern lifestyle are going to rise. Maybe a lot.  Or maybe some of its more expensive features will go away. But either way, without a radical rethinking of the disparities between those who will be able to afford those things and those who will not is going to widen. This is not acceptable. This will be evidence of failure, a failure of vision, a failure of values.

The coincidence of high concentrations of energy minerals including copper, lithium and rare earths with rising water demand, uncertain future supply and high levels of water stress in some key geographies is dramatic. Sixty-five percent of known lithium resources are in areas of medium to very high water stress. Australia, Chile, Argentina, China, and the Southwestern US are areas with significant deposits. Chile, with over 4000 operating mines in the central and northern regions, and with the world’s highest production of copper and lithium, consumes more than 50% of all available regional water supplies, coming into direct competition with agriculture. By law, Chile now pumps desalinated water from sea level to copper mines at 9000 ft for new projects. While mining is generally regarded favorably for its economic benefits, there is growing opposition to the environmental damage both inside and outside the industry, from lenders, governments and ground-level communities affected.

There are over 40 planned lithium projects in Argentina alone.  While many won’t come to fruition, it’s a huge industry that is having a big impact on both the cultural and natural processes of life – there’s a lot of indigenous communities in the area that have many practices tied around water, and these are being disrupted.—Dr. Ana Carballo

Out of 435 active lithium-containing mining projects analyzed by S&P Global Market Intelligence, 189 are in areas that are either projected to face medium to high water stress by 2030 or are in arid regions of low water use, as defined by the World Resources Institute. There are 23 projects in areas expected to face extremely high water stress by the end of the decade, including areas of the Western U.S., South America, and Australia. — S&P Global       

Global mining operations used an estimated 1.6Bm3 (or 1.3 trillion liters) in 2006. Every ton of rare earth produces 75m3 of wastewater + 1t of radioactive residue. Open pit nickel mining in the Philippines, Australia and Indonesia is causing pollution in waterways, wells, and farmland in areas already water stressed. It’s difficult to even grasp the significance of these numbers. Diminishing water supplies in arid areas can severely disrupt local supplies. The privatized Chilean water system, owned by transnational corporations, prominent Chilean families and large landowners, means its use bends toward water-intensive crops, water-intensive mining, drives the highest consumer prices in Latin America, as well as theft. Fortunately, aggressive re-cycling of water has been adopted by some large producers.

Several lithium-rich sites in the US are in salt flats requiring evaporation of high concentration brine to harvest the mineral, using large amounts of fresh water to produce a finished product. The Thacker Pass mine in Nevada is projected to use 27,000 gallons of water for a single ton of lithium. When the mine is in full operational mode, it will draw 1.7B gallons per year from the Quinn River basin aquifer. By drawing brine salts from below freshwater salt flats, mining lithium contaminates the surface waters. Such techniques diminish already scarce water resources, damage wetlands, and harm communities. The same conditions exist at the Silver Peak mine in Nevada and the Salton Sea mine in California.

Drought risk will increasingly have an impact on financing of new mining projects, which is why the industry is continuously evaluating its water use, learning how to quantify water risk, and seeking to reduce its water footprint. Unfortunately, there’s virtually no data to determine the long-term effect of pumping massive amounts of water out of the driest areas of the planet. Using a Water Footprint Assessment tool to determine the impact of copper and lithium mining, the production of a 2MWh lithium storage battery (~30 Tesla Model 3 batteries at current density) is estimated to use more than 33,000m3 of brine pumped from an aquifer. The Chilean firm SQM and their US counterpart Albemarle pump 63B liters per year out of the ground. Estimates vary as to how much water is required to produce a single kilogram of lithium for an EV battery (which might use 7-16kg), assuming a requirement of approximately 1000-2000m3 or up to 2 million liters of water at current maximum power density.

A more realistic estimate of evaporated water required to produce a single 64kWH battery determined by the Helmholtz Institute for Electrochemical Energy Storage (Denmark) to be ~4000 liters. With continued improvements in chemistry, such a battery may sustain up to 3000 recharges (compared to the current 2000), meaning it will last up to 900,000 km.



The total water used to produce an EV battery still seems miniscule compared to the 46 billion liters of water required from ground sources, lakes and rivers to produce the 17.5B liters of oil we use every day, much of it contaminated in the process. But still, the water footprint to produce one ton of lithium seems a lot, especially considering we are imagining scaling up EV sales by 500% by the end of the decade. The water issues surrounding copper and lithium are daunting and may seem shocking (and dangerous) to tolerate. New mines will exacerbate existing water scarcity. Yet at some point (not yet) every EV battery that hits the road will not only reduce our reliance on oil but will save substantial amounts of water. The question is, do we have sufficient water to complete this transition (safely) at all?

According to the USGS, a flotation copper mine (the most common method of refining) producing 50,000 metric tons of ore per day (a small mine compared to the largest operations) uses 44 billion liters of water per year. That’s 11.6 billion gallons. Estimates vary, but if the average copper content of Chilean ore, now dropping to .7%, such a mine produces 1,277,000 tons of copper per annum. A 3MW wind turbine requires about 1700kg (1.7mt) of copper, which would require the use of ~9M gallons of water. The largest offshore wind turbines are now four times that size (36M gallons of water for the copper alone). The largest copper mine in the world (Chile) produces 15x this amount of copper using 15x the water (if no water is recycled).

For the sake of perspective, here is a representation of water use in the USA:

If access to clean potable water we were to be seriously regarded as a primary human right as declared by the UN in 1948, as well as being reiterated and augmented by subsequent declarations including Guiding Principles for State and Businesses, and particularly as water scarcity promises to affect ever growing numbers of people, at what point does the rarely penalized abuse of water move from being a mild inconvenience presumed to have a negligible effect on overall fresh water supplies to a criminal offense? Numerous miners have been accused of a wide range of human rights violations, most being resolved with financial settlements, but no miners have been convicted of violating human access to clean water.

There are literally thousands of journal articles on mining and waterway pollution. Contamination of water supplies by energy mining operations can continue even after a 70 year-old mine has been closed. The fact that there has never been a prosecution for such a thing does not preclude the possibility of bringing charges of human rights violations to a coal company, a lithium miner, a copper, zinc, nickel, or gold miner. At the very least, such practices are a violation of the widely recognized principles of sustainable development.

  • According to a report published by the Business & Human Rights Resource Centre, an NGO, 26% of human rights abuse allegations brought forward in 2022 were related to water pollution or access.
  • Recent data suggests infant mortality rates in the Brazilian Yanomami reservation have been linked to mercury entering waterways as a result of (primarily illegal) mining operations. Infant mortality in the region is seven-times higher than the national average.
  • The US has always balked at entering binding international agreements regarding the Rights of Women, the Rights of Children, or any Guiding Principles for the conduct of states or businesses regarding existing human rights. Even though businesses may agree to be bound by human rights standards, including the right to access clean water supplies, and even to report on their human rights policies to investors, the United States does not actively hold businesses to any legal obligation to adhere to such standards. Just as in the case of indigenous rights, there is a great gulf between declarations and actual policy both in the US and internationally.
  • The RMI Report 2020 shows that disaggregated mine site level information on human rights related issues are mostly lacking. For example, of 180 mine sites across 49 producing countries, only about one-third of the sites disclose any information about operational-level grievance mechanisms for communities and workers. This lack of evidence casts doubt on the ability of companies to know about and respond to grievances, despite corporate human rights commitments.

Just as in the case of carbon footprints, those living downstream from the intersection of mining and water, those who benefit most from the use of 100% mine-dependent materials and processes, if they are not directly benefitting the lives of everyone equally, will be externalizing some of the costs of those materials to those whose access to water and materials is limited and coming under increasing stress.

Even if we have never legally recognized the imposition of huge carbon footprints on the rest of the world by our leading status as a carbon emitter, such as by passing a carbon tax, our profligacy with the inefficient or negligent use of water will amount to human rights violations if water scarcity or increasing toxicity is imposed on others by a critical mineral mining operation. As water scarcity increases, our current practices will eventually come back to haunt us.

Citations:

Adey, Dr. Elizabeth and Armstrong, Wardell, Water, Human Rights and Reputations – Managing the Impacts of Mining Projects, Mining.com, December, 2014.

Casey, JP, Human rights and mining wrongs: what do miners still have to do?, Mining Technology, June 2021.

Cox, Benjamin, Sally Innes, John Steen, Nadja Kunz, The environmental and economic case for valuing water recovery and its relationship with tailings storage conservation, Minerals Engineering, Vol 2091, Oct, 2023.

Custodio, Emilio, et al, Groundwater intensive use and mining in south-eastern peninsular Spain: Hydrogeological, economic and social aspects, Science of the Total Environment, Vol 559, July 2016.

Delevingne, Lindsay, Will Glazener, Liesbet Grégoir, and Kimberly Henderson, Climate risk and decarbonization: What every mining CEO needs to know, McKinsey & Co. January, 2020.

Garcia-Zavala, Consuelo, et al, An approach for prioritizing environmental, social and governance (ESG) water-related risks for the mining industry: The case of Chile, The Extractive Industries and Society, Vol 14, June 2023.

Guppy, L., Anderson, K., 2017. Water Crisis Report. United Nations University Institute for Water, Environment and Health, Hamilton, Canada.

Hofste, R., et. al,, Aqueduct 3.0: Updated Decision- Relevant Global Water Risk Indicators.” Technical Note. Washington, DC: World Resources Institute, 2019

How much copper in a wind turbine? Utility Smarts.

Increasing Water Risks in Metals and Mining – Low-Carbon Technology Supply Chains Face Growing Constraints, Fitch Ratings, July 2020.

Jones, Florence, Transition minerals: a quarter of mining-related human rights abuses relate to lack of safe water, Mining Technology, June, 2023.

Luckeneder, Sebastian, et al, Surge in global metal mining threatens vulnerable ecosystems, Global Environmental Change, v. 69, 2021

Mining Water Use, USGS, March, 2019.

Nayer, Jaya, Not So “Green” Technology: The Complicated Legacy of Rare Earth Mining, Harvard International Review, Aug, 2021

Northey, Stephen A, Mudd, Glenn M., et al, The exposure of global base metal resources to water criticality, scarcity and climate change, Global Environmental Change, Vol 44, May, 2017

Obbekaer, Mie, How Much Water is Used to Make the World’s Batteries?, Danwatch, 2019.

Meisner, Simon, The Impact of Metal Mining on Global Water Stress and Regional Carrying Capacities—A GIS-Based Water Impact Assessment, MDPI, Nov., 2021.

Mining & Water Risk, Diagnosis, Benchmarking and QA of Financial Impacts, Columbia Water Center, Columbia University, December 2107

Santana, Caroline, et al, Assessment of water resources pollution associated with mining activity in a semi-arid region, Journal of environmental Management, Vol. 273, Nov. 2020.

Simcox, Dave, Where Does US Stand on Human Rights Conventions? Cincinnati.com, Jan 2018.

Smith, Niall, Nickel, A Green Energy Necessity with Grave Environmental Risks, Verisk Maplecroft, July 2018

The Battle Against Lithium Mining at Thacker Pass.

The Environmental Impact of Lithium Batteries, Institute of Energy Research, Nov., 2020.

Toledano, Perrine and Clara Roorda, Leveraging Mining Investments in Water Infrastructure for Broad Economic Development: Models, Opportunities and Challenges, Columbia Center for Sustainable Development, March 2012.

Vella, Heidi, Managing Water Consumption in Mining, Mining Technology, Aug, 2013.

Verra, Maria, et al, Environmental Impact of Direct Lithium Extraction from Brines, Nature Reviews, Feb, 2023.

Water Scarcity Is Greatest Risk to Metals and Mining, Fitch Ratings, July 2020.

Gary Horvitz

Gary Horvitz is a retired professional, a writer and author in Durham, North Carolina. He is an occasional contributor to online magazines, the author of Just Passing Through: Reflections on Nonduality, Impermanence and Mortality (2023), and Just This! Reweaving a World in Crisis (2026). Gary is a traveler in resonance in the Anthropocene, dancing and grieving at the ever-whirling edge of imagination. As Rilke said, “If the drink is bitter, turn yourself to wine.” He may also be found on his Substack at Just Passing Through.

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Jim Allen
2 years ago

Thanks, PattiMichelle, you are right on the “disconnect between reality and transition ideas.” This article does a great job of pointing out the horrific consequences of current mining practices, but rests on the unrealistic assumption that there can be such a thing as “sustainable development.” Use of that phrase signals allegiance to the currently ruling global neoclassical economy requiring (impossible) exponential growth. The unreality is also evident in the article’s blythe referencing of “energy minerals,” and “energy mining.” As though all that lithium, copper etc was free except for needing water, and not requiring huge amounts of (yes, fossil) energy to get. I suggest we all transition away from the use of the word “transition.”

PattiMichelle Sheaffer
PattiMichelle Sheaffer
2 years ago
Reply to  Jim Allen

Right. The only way I can square my trained scientific mind with the ongoing verbiage on this is that there’s a general consensus to wrap what we can into a palatable pill and do our best to salvage what we can through the approaching collapse and die-off. I think, right up until they go under, there will be the last few drowning voices calling out, “We can do this...”

A horrific image for sure, but it squares with known, inviolate physics. As I write, New York is being crippled again, and to a similar extent that it was in Superstorm Sandy, but this is just a so-called heavy rain. So this is the Anthropocene – which hasn’t shown yet even half of its crazy behavior. Meanwhile, half of the U.S. government is holding us hostage, because of reasons.

PattiMichelle Sheaffer
PattiMichelle Sheaffer
3 years ago

It seems very odd to be using up the last of the ores to make a “transition” to… what?? Nobody seems to know for sure – or be able to describe in any functional detail – what this “new” state transitioned-towards is – tho lots of cool pictures and verbiage floats around. I feel, underneath the talk, maybe – folks’re thinking of walled-compounds of the last bits of Western Civilization? Like the Anasazi cliff-sites? The pictures painted by functional-Transition advocates don’t seem to stack up correctly with inviolate physical laws – just like those cliff-sites did not.

Maybe it’s all inspired by desperation at the obvious (and scary) disconnect between reality and transition ideas?

____________________
Germany allocated upwards of a $Billion and only managed to support a change of 33,000 autos to electric – out of over 3.3 MILLION new cars per year Germans buy (i.e., only 1% = nothing). Of course, we can pretend this isn’t demonstrating the huge, secret issue about resources and humans’ remaining Agency on the earth… and recent history unequivocally demonstrates that we’re very good at fantasizing about the impacts of breakdown of the planetary systems we depended upon…

peakchoicedotorg
3 years ago

There’s also the inconvenient detail of what it takes to GENERATE all of this electricity. In the USA / Canada, the largest energy source for electricity generation is from natural gas. Since nat. gas peaked a half century ago and has dropped about two thirds since, most of that gas is now from fracking. Post Carbon Institute is one of the few places that has dared mention that fracked gas is not only toxic and expensive, but much more temporary than conventional wells. There is a lot of wishful thinking among some greens that “electrification” supposedly means no more fossil fuels …

Solar and wind are nice – I’ve used PV since 1990 – but they’re not capable of replacing our “current” consumption, pun intended. When I first learned to use PV the initial lesson was to use less, much less. This applies at the societal level as well as the household level.

PattiMichelle Sheaffer
PattiMichelle Sheaffer
2 years ago

Can confirm – we had two weeks of cloudy weather a few times this last summer and it completely shut down solar, and I have what is considered quite a lot of batteries. Imagine if that happens in a hospital – they’d have to move all surgeries to unspecified dates. And that’s just one aspect…

Jim Allen
2 years ago

The introductory note says this is the fourth in a series of articles “addressing the global energy transition.” Well, the article does a great job of pointing out the horrific consequences of current mining practices, but assumes that this global “transition” is simply a matter of switching to the so-called “renewables.” And rests on the unrealistic assumption that there can be such a thing as “sustainable development.” Use of that phrase signals allegiance to the currently ruling global neoclassical economy requiring (impossible) exponential growth. The unreality is also evident in the article’s blythe referencing of “energy minerals,” and “energy mining.” As though all that lithium, copper etc was free except for needing water, and not requiring huge amounts of (yes, fossil) energy to get. I suggest we all transition away from the use of the word “transition.”

PattiMichelle Sheaffer
PattiMichelle Sheaffer
2 years ago
Reply to  Jim Allen

Ya, things like this tend to be encyclopedic – I think folks are still trying to convince naysayers. Point is, the physical reality is actually really simple. Two facts, rather stark in their simplicity: cut all energy use by 50% within the next seven years. (Yes, seven!) and, in order to do that, something equivalent to all cars going away, along with cutting manufacturing in half, must happen. Simple physics dictate these as inescapable. Little else matters to long-term survival (ignoring nuclear war here) And still, after all that effort, all that will be accomplished is make the worst case scenario much less likely. But this would be very much of an achievement! There are no guarantees in life.

Except this one guarantee: if we do nothing, we will obtain Worst Case Scenario, which is inconceivably horrible compared to what could be obtained.

James R. Martin
2 years ago

I agree with this assessment completely PattiMichelle. But this is Very Far from the perspective of those who believe we can fix this by recycling, changing our lightbulbs and replacing our IC cars with electrics. And that’s a majority of rich world (Global North) folks, who have been led to their ignorance very deliberately by mainstream media and the rest.

What you and I are saying is that we need a complete overhaul of our economy and culture, and in a swift hurry (as in over the next decade, beginning immediately) This is also what climate scientist Kevin Anderson has been saying for, what, more than a decade at least! (He’s my scientific hero.)

Okay, now that I’ve done my best to butter you up (just kidding!), may I ask…? What do you think of my idea of cobbling together some sort of useful conceptual schema for using solid reasoning to figure out what should be tossed into history’s wastebasket first? I have too much dyscalculia to do the math part well, and as an actual scientist you might help. I was thinking of something among the line of a two factor number — like 10/10 for things which rate as extremely energy intensive while also being extremely worthy of being counted as “luxuries” or non-necessities. That’s the far end of the scale. At the extreme other end of the scale we’d have, say, 1/1 (since zero is so unlikely, but not impossible perhaps. Something which is 1/1 would be, say, doing edible permaculture in your front and back yards. It’s fully necessary (produces food) and utilizes mostly endosomatic (as contrasted with exosomatic) energy.

This schema would prove useful only to those who actually care and understand, but perhaps it isn’t a complete waste of our time to contemplate?

Mass global tourism using jet planes would, to my mind, rank at very near 10/10. And automobiles are looking like something very much like mass global jet tourism, right?

PattiMichelle Sheaffer
PattiMichelle Sheaffer
2 years ago

I think it’s recently estimated that we have a 1-in-20 chance of avoiding the worst case scenario. Our minds simply cannot grapple with the actual complexity of the problem – we literally cannot discuss or cooperate.

On top of that, the government is shutting down because reasons.

But problems we can imagine are nothing compared to food production crashing because of the destruction of the Holocene (i.e., regular growing seasons).

Bart_at_EB
Bart_at_EB
2 years ago

Comment from reader Ellen Anderson, who is having difficulties with Disqus:
“I take issue with your lithium/ fresh water paper. We need to limit production and use of private automobiles. Period.
Ellen “

PattiMichelle Sheaffer
PattiMichelle Sheaffer
2 years ago
Reply to  Bart_at_EB

This is absolutely correct. Quoting Greta Thunberg’s father… “…we can’t have cars at all.” It’s just the facts of physics.