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What’s Missing from the New IEA Report on Mining and the Renewable Energy Transition?

By Raquel Dominguez - Earthworks, June 14, 2021

The International Energy Agency sends a mixed message in its recent reports, urging that we leave fossil fuels in the ground while simultaneously calling for more extraction of metals used in low-carbon technologies. This extractivist push is both problematic and unnecessary: the world can achieve a clean energy transition without the kind of human rights catastrophes and environmental devastation that the mining industry currently considers acceptable. 

The International Energy Agency (IEA) has released two important reports in the past month. The first, Net Zero by 2050, notes that “there is no need for new investment in fossil fuel supply,” a conclusion that many in the climate movement, including Earthworks, have applauded. The second, The Role of Critical Minerals in Clean Energy Transitions, undermines the “keep it in the ground” message of the first report by calling for more extraction in the form of metals mining. 

With the ever-increasing damage and injustices exacerbated by the climate crisis, the renewable energy transition is more urgent than ever. Demand for the “transition” minerals used in renewable energy technologies is in turn projected to increase sharply: according to the IEA, to meet the Paris Agreement goals, demand will rise (over the next 20 years) by more than 40% for copper and rare earth elements (REEs), 60-70% for nickel and cobalt, and more than 89% for lithium. Lithium-ion batteries need lithium, nickel, and cobalt (among other elements), wind turbines use REEs, and copper is used in all electricity-based technologies, due to its high rate of conductivity. 

These aren’t new projections: our own 2019 publication on this issue based on research by the University of Technology, Sydney, pointed to similar trendlines. This steep upward trajectory in minerals demand could be devastating for communities and ecosystems in the regions where these minerals are extracted. Hardrock mining has a long, terrible history as a tool of colonization and imperialism; in the United States alone, mining has accompanied and driven western settlement, which killed untold numbers of Indigenous peoples, breaking multiple treaties with Indigenous peoples, contaminating more than 40% of western watersheds’ headwaters, and directly causing the deaths of many members of mining-affected communities from cancer. Mining is the country’s leading industrial toxic polluter, according to the Environmental Protection Agency, and responsible for 10% of global carbon emissions, according to the UN Environment Programme.

But the social and environmental harm brought on by mining is not a thing of the past: in the Olaroz salt flat in Argentina, Indigenous peoples “that own the land struggle to pay for sewage systems, drinking water and heat for schools” even as Minera Exar anticipates making $250 million per year by mining lithium; in Australia, Rio Tinto blew up the Juukan Gorge, which is sacred to the Puutu Kunti Kuurama and Pinikura peoples and which had evidence of continuous habitation for more than 46,000 years, in pursuit of iron ore. There are hundreds of stories just like these, some of them which are detailed in our recent report, Recharge Responsibly, happening all over the world—and this environmental injustice will continue apace if recycling and reuse, alongside other demand reduction strategies and more responsible primary sourcing, are not prioritized as part of a clean energy transition.

It doesn’t have to be this way...

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