by Raphael Orlove (Jalopnik) ... 1st Gear: Here’s Another Fun ‘Wait Do We Actually Want These Lithium Mines’ Article -- Every day I feel like there’s a new article about lithium mining coming home. Just the other day, Bloomberg was wringing its hands about protests in Serbia and new presidential opposition to exploitative mining in Chile. We may be seeing more of that in the U.S. soon, as Reuters reports:
...
Reuters also points out that unions are backing mining operations as job creators.
All of this may be something of a false equivalency, or whatever the inverse of that is. Nobody is saying we can’t get lithium or copper out of the ground without completely destroying the environment, it’s just not the cheapest or easiest way. READ MORE
U.S. faces tough choices in 2022 on mines for electric-vehicle metals (Reuters)
U.S. Opens Path for Junior to Tap Clayton Valley’s Est. 300,000+ Tons of Lithium1 (Market Tactic)
NOT JUST ANY ACQUISITION: (Politico's Morning Energy)
20,000 LEAGUES UNDER THE SEA: (Politico's Morning Energy)
How a battery shortage could threaten US national security (CNN)
Federal Government Backs Increasing Domestic Minerals Supply Chain Needed for EVs (NGT News)
Lithium soars to record-high prices amid global EV push (Emerging Tech Brew)
WYDEN INTRODUCES CRITICAL MINERALS BILL: (Politico's Morning Energy)
Rising metals prices threaten U.S. green energy push (E&E News)
Californian geothermal lithium seen as critical in U.S. mineral supply chain (Think GeoEnergy)
Electric Vehicles Have a Fuel-Efficiency Problem -- Tesla’s imitators may not be paying enough attention to squeezing all the juice they can out of EV batteries (Wall Street Journal)
As the US Rushes After the Minerals for the Energy Transition, a 150-Year-Old Law Allows Mining Companies Free Reign on Public Lands
The Mining Law of 1872 lets miners pay no royalties for the precious minerals they dig from federal land and requires no restraints on their activities. (Inside Climate News)
Strengthening America’s Mineral Security: Net Import Dependence, Supply Chain Vulnerability, and the Case for Critical Minerals (ConservAmerica/Our Energy Policy) PDF
DOE Announces $5 Million to Launch Lithium-Battery Workforce Initiative (U.S. Department of Energy)
US DOE invests $5 million in advancing lithium battery manufacturing and workforce (PV Magazine)
How a few geothermal plants could solve America’s lithium supply crunch and boost the EV battery industry (The Conversation)
THE SENATE SCHOOL OF MINES: (Politico's Morning Energy)
The Senate Energy Committee has a hearing Thursday on advancing the domestic critical mineral supply chains. (Politico's Morning Energy)
U.S. seeks new lithium sources as demand for clean energy grows (PBS Newshour)
US seeks new lithium sources as demand for batteries grows (Associated Press)
Carmakers dream of clean, green, mean electric machines (Reuters)
Citing ‘clean energy,’ progressives mount mining law overhaul: “Clean Energy Minerals Reform Act” (E&E News)
Mining lithium and other metals needed for clean energy proves to be a hard sell politically (Houston Chronicle)
A LOOK AT MINING: The House Natural Resources Committee has three legislative hearings today, including a dive by the Energy and Mineral Resources Subcommittee into Chair Raúl Grijalva’s bill updating the Mining Law of 1872. (Politico's Morning Energy)
UPDATING THE MINING RULES: (Politico's Morning Energy)
Rising Lithium Prices Could Stop The EV Revolution – Or Could They? (Forbes)
Hunt for lithium sparks frantic rush into Argentine mountains (Mining.com)
How Green Are Electric Vehicles? Manufacturing electric vehicles uses 50% more water than the manufacture of ICE automobiles. (Note: mining lithium requires large amounts of groundwater to pump out the brines.) (New York Times)
Powering Electric Cars: the Race to Mine Lithium in America’s Backyard -- The experience of one mining company in rural North Carolina suggests the road ahead will be hard to navigate. (Inside Climate News/Financial Times)
Army Corps deals blow to Ga. titanium mine, reverses Trump move: Indigenous activists and environmentalists have argued the proposed mine would damage the Okefenokee Swamp. (Politico's Morning Energy)
A coming copper shortage could derail the energy transition, report finds (CNBC)
Copper demand an obstacle for clean energy, report says (Politico Pro/Climatewire)
Ford inks deal to get lithium from mine with ESA problem (Politico Pro)
Ford seeking permitting changes to push EVs forward (Politico Pro)
Got cobalt? Let the mineral games begin (Politico's Power Switch)
Republicans seek to help politically wired metals company (E&E News)
How much mining is needed to save the planet? (E&E News/Greenwire)
The New York Times published a series of Pulitzer-worthy articles about cobalt and other rare earths. (Contributors: Dionne Searcey, Michael Forsythe, Eric Lipton and photographs by Ashley Gilbertson)
- Nov. 20, 2021 - A Power Struggle Over Cobalt Rattles the Clean Energy Revolution
- Nov. 20, 2021 (updated) - What to Know About the Frantic Quest for Cobalt
- Nov. 21, 2021 - How the US Lost Ground to China in the Contest for Clean Energy
- Nov. 21, 2021 - Mining Congo: A Global Power Play (interactive)
- Nov. 24, 2021 - How the Clean Energy Revolution Is Driving a Scramble for Congo's Mines
- Nov. 29, 2021 - Hunt for the 'Blood Diamond of Batteries' Impedes Green Energy Push
- Dec. 7, 2021 - How Hunter Biden's Firm Helped Secure Cobalt for the Chinese
- Dec. 7, 2021 - Congo Ousts Mining Leader in a Cloud of Corruption Claims
- Dec. 7, 2021 - On the Banks of the Furious Congo River, a 5-Star Emporium
Excerpt from Reuters: ... President Joe Biden signaled earlier this year he prefers to rely on allies for EV metals, part of a strategy designed to placate environmentalists. That means U.S. automakers will find themselves competing with international rivals for supply amid the global rush to electrification.
U.S. metals imports, though, could boost greenhouse gas emissions by increasing shipping from overseas mines to processing facilities, most of which are in Asia, thus abrogating part of the rationale behind building more EVs.
A Reuters analysis found that proposed U.S. mining projects could produce enough copper to build more than 6 million EVs, enough lithium to build more than 2 million EVs and enough nickel to build more than 60,000 EVs.
...
Biden in August issued an executive order aimed at making half of all new vehicles sold in 2030 electric.
Washington so far has offered confusing guidance to its mining industry. For example, the U.S. Fish and Wildlife Service is poised to label a rare flower found on a handful of acres at ioneer's Nevada lithium mine site as endangered, a step that could impede permitting. At the same time, the U.S. Department of Energy is deciding whether to lend the company more than $300 million to build the mine.
OPPOSITION
Other proposed mines face opposition from indigenous groups, ranchers or environmentalists, underscoring the broader tension in the United States as resistance to living near a mine clashes with the potential of EVs to mitigate climate change.
In early 2022, federal judges are set to rule in two separate cases as to whether mine approvals granted by former President Donald Trump to Lithium Americas Corp(LAC.TO) and Rio Tinto Plc(RIO.L) should be reversed.
...
In Minnesota, state regulators are weighing whether permits issued to PolyMet Mining Corp (POM.TO), which is controlled by mining giant Glencore Plc(GLEN.L), should be revoked or reissued.
...
In North Carolina, Piedmont Lithium Inc's (PLL.O) failure to keep local landowners abreast of its development plans may cost the company necessary local zoning approvals.
Biden himself took steps in October to block Antofagasta Plc's (ANTO.L) Twin Metals copper and nickel mine project in Minnesota for 20 years. READ MORE
Excerpt from Politico's Morning Energy: NOT JUST ANY ACQUISITION: A Chinese state-owned company is taking over a Canadian-based lithium mining firm, and Canadian officials are waiving an extended national security review on the merger. It’s a decision raising eyebrows, including south of the border, with Rep. Michael Waltz (R-Fla.) asking the Biden administration if the Canadians had informed them of the deal.
“It was quite surprising to me to hear of this acquisition, given there's a clear national security nexus and I would think there's clear national security concerns,” Waltz told POLITICO’s Andy Blatchford. “Not just any acquisition — but from a Chinese state-owned firm is, again, very surprising and very alarming.”
The Trudeau government insists it has taken the necessary precautions and that “transactions involving critical minerals are systematically and thoroughly reviewed and scrutinized,” Industry Minister François-Philippe Champagne told a House of Commons committee. But Champagne declined to say if his cohort had reached out to the U.S. on the deal. Andy has more for Pros. READ MORE
Excerpt from Politico's Morning Energy: 20,000 LEAGUES UNDER THE SEA: What do French President Emmanuel Macron and Sen. Lisa Murkowski have in common? They both have their eyes set on the ocean floor as the need for minerals blossoms.
Both the Biden administration and Macron government are prioritizing batteries to reach their emissions reductions goals, whether for long-duration energy storage or electric vehicles. Macron is a strong supporter of deep sea exploration to obtain the necessary minerals, and France’s sprawling overseas footprint has the largest maritime space in the European Union. France’s government warns that foregoing its ocean resources could lead to dependence on foreign providers as demand grows.
But exploration could risk ocean habitats and come into conflict with the EU’s commitment to protect 30 percent of its seas by 2030. POLITICO’s Louise Guillot has more.
Meanwhile, stateside, Murkowski wrote to Energy Secretary Jennifer Granholm on Wednesday asking for details on how the administration plans to tackle seabed mineral extraction. Like the French, Murkowski said strategic partnerships wouldn’t be sufficient to meet U.S. demand and could undermine U.S. energy independence. Murkowski has sought federal resources toward deep sea mineral exploration in the past and wrote to Granholm that the increase in demand “one might expect as a result of your Administration’s goals to advance vehicle electrification” underscores the need for domestic supply to be enhanced. Read the letter here. READ MORE
Excerpt from Politico's Morning Energy: WYDEN INTRODUCES CRITICAL MINERALS BILL: Senate Finance Chair Ron Wyden (D-Ore.) introduced legislation Tuesday that would establish a $50 million critical mineral environmental processing and mining cleanup grant program at the Interior Department. An eligible grant recipient would need to have an interest in constructing, expanding or modernizing critical mineral facilities, and demonstrate strong labor protections like prevailing wage requirements.
In announcing the Critical Mineral Environmental Processing and Mining Clean Up Program, Wyden pointed to the United States’ reliance on China and Russia for imports of the critical minerals used in domestic manufacturing of everything from electric vehicle batteries to smartphones. “It’s past time the United States became a competitive producer of critical minerals and weans itself off of both foreign oil and gas imports and the critical minerals that are essential to building the next generation of clean energy products like batteries,” he said in a statement. READ MORE
Excerpt from Think GeoEnergy: The efforts of geothermal companies in the Salton Sea are seen as critical for the future supply of critical minerals for the U.S., so the U.S. White House and the Californian Governor.
...
Berkshire Hathaway Energy Renewables (BHE Renewables) will announce that this spring, they will break ground on a new demonstration facility in Imperial County, California, to test the commercial viability of their sustainable lithium extraction process from geothermal brine as part of a multibillion-dollar investment in sustainable lithium production over the next five years. If successful, this sets the company a path towards commercial scale production of battery grade lithium hydroxide and lithium carbonate by 2026. Imperial Valley contains some of the largest deposits of lithium in the world. Once at scale, BHE Renewables facilities could produce 90,000 metric tons of lithium per year.
In addition to BHE Renewables, Controlled Thermal Resources (CTR) and EnergySource Minerals have established operations in Imperial County to extract lithium from geothermal brine. GM will source lithium for EV batteries from CTR. The companies are also working with the state-authorized Lithium Valley Commission to develop a royalty structure that would invest profits from their operations in infrastructure, health, and educational investments for the residents of the surrounding region. READ MORE
Excerpt from U.S. Department of Energy: Industry and Labor will Partner on Five Pilot Programs to Train Battery Manufacturing Workers and Bolster the Domestic Battery Supply Chain -- The U.S. Department of Energy (DOE), in coordination with the U.S. Department of Labor and the AFL-CIO, today announced the launch of a national workforce development strategy for lithium-battery manufacturing. As part of a $5 million investment, DOE will support up to five pilot training programs in energy and automotive communities and advance workforce partnerships between industry and labor for the domestic lithium battery supply chain. Lithium batteries power everything from electric vehicles to consumer electronics and are a critical component of President Biden’s whole-of-government decarbonization strategy. This workforce initiative will support the nation’s global competitiveness within battery manufacturing while strengthening the domestic economy and clean energy supply chains.
“American leadership in the global battery supply chain will be based not only on our innovative edge, but also on our skilled workforce of engineers, designers, scientists, and production workers,” said U.S. Secretary of Energy Jennifer M. Granholm, “President Biden has a vision for achieving net zero emissions while creating millions of good paying, union jobs — and DOE’s battery partnerships with labor and industry are key to making that vision a reality.”
“President Biden has made the creation of good union jobs a cornerstone of his climate strategy,” said AFL-CIO President Liz Shuler. “We applaud DOE for being proactive in pulling labor and management together as the domestic battery industry is being established, and we look forward to working with DOE and DOL to develop high-road training standards for the entire battery supply chain.”
“I am glad to see the Department of Energy collaborating with our industry partners to invest in the next generation of our clean energy workforce,” said U.S. Senator Joe Manchin (D-WV), Chairman of the Senate Energy and Natural Resources Committee. “While I remain concerned about our dependence on China and other foreign countries for key parts of the lithium-ion battery supply chain, engaging our strong and capable workforce to manufacture batteries domestically is a critical step toward reducing our reliance on other countries and ensuring we are able to maintain our energy security. I look forward to seeing this initiative grow, and we will continue to work closely together to ensure we can onshore the rest of the battery supply chain.”
The pilot training programs will bring together manufacturing companies, organized labor, and training providers to lay the foundation for the development of a broad national workforce strategy. The pilots will support industry-labor cooperation and will provide sites for job task analyses and documenting worker competencies. Insights gained will support the development of national industry-recognized credentials and inform the development of broader training programs to support the overall battery supply chain.
This initiative comes as part of suite of announcements from President Biden’s Interagency Working Group (IWG) on Coal and Power Plant Communities and Economic Revitalization—a partnership among the White House and nearly a dozen federal agencies committed to pursuing near- and long-term actions to support coal, oil and gas, and power plant communities as the nation transitions to a clean energy economy.
This announcement follows DOE’s recent release of two Notices of Intent authorized by the Bipartisan Infrastructure Law to provide $3 billion to support projects that bolster domestic battery manufacturing and recycling. The funding, which will be made available in the coming months, will support battery-materials refining, which will bolster domestic refining capacity of minerals such as lithium, as well as production plants, battery cell and pack manufacturing facilities, and recycling facilities.
It also builds on progress the Biden-Harris Administration and DOE have driven to secure a sustainable, reliable domestic supply of critical minerals and materials necessary for clean energy supply chains, including lithium. This includes $44 million in funding through the DOE Mining Innovations for Negative Emissions Resource Recovery (MINER) program to fund the technology research that increases the mineral yield while decreasing the required energy, and subsequent emissions, to mine and extract critical minerals such as lithium, copper, nickel, and cobalt.
Recent reports underscore the need for America to develop and sustain a robust workforce for the domestic battery supply chain, including the President’s 100-Day Supply Chain Review and DOE’s recently released Supply Chain Review for the Energy Sector Industrial Base. Last year, the Federal Consortium for Advanced Batteries published the National Blueprint for Lithium Batteries 2021-2030, which calls for the United States and its partners to establish a secure battery materials and technology supply chain by 2030. READ MORE
Excerpt from Politico's Morning Energy: THE SENATE SCHOOL OF MINES:Manchin and Barrasso are teaming up on a bill boosting mining education. The pair introduced the Mining Schools Act, which would create a grant program for mining schools to recruit students and develop research and demonstration projects. It would also create a Mining Professional Development Advisory Board to advise the Energy secretary on grant use and to sift through applications.
“A strong and skilled mining workforce is critical to reducing our reliance on foreign supply chains, increasing our deployment of renewable energy technologies and maintaining our energy security,” Manchin said in a statement. “In the last few years, however, this workforce has decreased as universities across the country struggle to enroll students in their mining and geological engineering programs.”
Republicans frequently cite foreign control over minerals needed for electric vehicles and the clean energy transition as a hole in Democrats’ arguments that clean energy would lead to independence from foreign suppliers. Read the bill text here. READ MORE
Excerpt from PBS Newshour: Dee Dee Myers, a senior adviser to Newsom focused on business, said that lithium is an “increasingly critical resource” as California and the world pursue clean energy development to slow climate change impacts.
The state has an opportunity to produce “epic quantities of lithium” given the resources around the Salton Sea, Myers said. But she said it wants to ensure lithium is extracted and produced sustainably.
State government could play a role in regulating the extraction process. In 2020, California also created the Lithium Valley Commission to review and analyze incentives for lithium extraction. They must file a report with their findings by October.
In Maine, Plumbago Mountain in the western part of the state has attracted mining interest. The mountain is “a potentially significant new lithium resource,” with a higher average lithium content than similar deposits around the world, according to a 2020 paper in the scientific journal Mineralium Deposita.
However, Maine mining regulations could make it difficult to extract the lithium. The Maine Department of Environmental Protection is reviewing the possibility of quarrying for lithium at Plumbago at the request of the property’s owners, state mining coordinator Mike Clark said.
Plumbago Mountain is the kind of site that could be significant for the U.S. as it seeks to fulfill its clean energy goals, said Alicia Cruz-Uribe, an associate professor of petrology and mineralogy at University of Maine.
The country’s lithium reserves rank among the largest in the world, Cruz-Uribe said. “But the amount that we produce is peanuts.” READ MORE
Excerpt from Politico's Morning Energy: UPDATING THE MINING RULES: Rep. Raúl Grijalva’s (D-Ariz.) bill to overhaul the nation’s 150-year-old law governing hardrock mining on federal lands got its first hearing in a House subcommittee Thursday, and opposition is coalescing.
Industry is lining up against the bill, which would impose the first-ever federal royalty fee on hardrock mining operations, switch from a claims-based to a leasing system for potential mines, establish a cleanup fund for mines and strengthen tribal consultation requirements.
Ashley Burke, a spokesperson for the National Mining Association, told POLITICO’s Jordan Wolman that upending mining law at a time of intense mineral demand is “not only counterproductive to securing our supply chains, but it will derail virtually everything this administration is trying to accomplish on electric vehicles and future energy technologies.”
She added the bill will only deepen America’s reliance on Chinese metals. And Debra Struhsacker, a founder of the Women’s Mining Coalition, told lawmakers at the hearing that the bill would “cede control of our mineral future to Russia and China.”
Grijalva is aiming to “fine tune” the bill before setting a date for a vote. Companion legislation sponsored by Sen. Martin Heinrich (D-N.M.) has not been given a date for a hearing in the Senate. READ MORE
Excerpt from Politico's Power Switch: As POLITICO's E&E News reporter Jael Holzman notes in a story today, the mineral games have already begun. And players from across the political spectrum are looking to cash in.
The bill is chock-full of mining industry benefits for companies that can domestically produce the minerals needed for the energy transition. Minerals like lithium, cobalt, nickel and graphite are essential ingredients for building electric vehicles and the batteries that power them. Hydrogen fuel cells and solar panels also require their own sets of minerals, like palladium or tellurium.
Republican lawmakers are looking to boost a politically connected newcomer: Westwin Elements, a company angling to build the nation’s first cobalt processing plant.
KaLeigh Long, a well-connected Republican political consultant, started the company this year. Long once led the Conservative Leadership PAC and managed a political consulting firm that has garnered nearly $1 million from Republican campaigns in recent years, Holzman reports.
A group of conservative House lawmakers sent letters to both the Energy and Defense departments last week seeking incentives for Long’s company. Westwin Elements’ management has little experience in mining or metals refining and is largely composed of Republican political operators.
But Republicans aren’t the only ones pushing for their people. A former House Democrat is lobbying for a different cobalt company, and a former Interior Department official ispushing for a lithium mine in Nevada.
The federal investment in mining for clean energy all but guarantees a windfall for the companies that can deliver. Let's just hope the green revolution doesn't follow in the destructive footsteps of the industrial one. READ MORE
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