supply chains

By Elsa Dominish, Nick Florin, and Rachael Wakefield-Rann - Earthworks, April 27, 2021

This research investigates the current status and future potential of strategies to reduce demand for new mining, particularly for lithium-ion battery metals for electric vehicles. This study is focused on four metals which are important to lithium-ion batteries: cobalt, lithium, nickel and copper.

In order to meet the goals of the Paris Climate agreement and prevent the worst effects of catastrophic climate change, it will be essential for economies to swiftly transition to renewable energy and transport systems. At present, the technologies required to produce, store and utilize renewable energy require a significant amount of materials that are found predominantly in environmentally sensitive and often economically marginalized regions of the world. As demand for these materials increase, the pressures on these regions are likely to be amplified. For renewable energy to be socially and ecologically sustainable, industry and government should develop and support responsible management strategies that reduce the adverse impacts along the material and technology supply chains.

There are a range of strategies to minimize the need for new mining for lithium-ion batteries for electric vehicles, including extending product life through improved design and refurbishment for reuse, and recovering metals through recycling at end of life. For example, we found that recycling has the potential to reduce primary demand compared to total demand in 2040, by approximately 25% for lithium, 35% for cobalt and nickel and 55% for copper, based on projected demand. This creates an opportunity to significantly reduce the demand for new mining. However, in the context of growing demand for electric vehicles, it will also be important that other demand reduction strategies with lower overall material and energy costs are pursued in tandem with recycling, including policy to dis-incentivize private car ownership and make forms of active and public transport more accessible. While the potential for these strategies to reduce demand is currently not well understood; this report provides insights into the relative merits, viability, and implications of these demand reduction strategies, and offers recommendations for key areas of policy action.

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By staff - RAMP, HIP, and Moving Forward Network, April 20, 2021

The freight transportation system in the United States is a fundamental part of our economy, infrastructure and environment, but many freight system frontline workers labor in arduous conditions yet receive low wages and limited benefits.

Freight Automation: Dangers, Threats, and Opportunities for Health and Equity explores how automation in the freight transportation system affects the health of workers, communities, and the environment—and also how these effects will be inequitably felt by people with low incomes and communities of color. Created PHI’s Regional Asthma Management and Prevention, Moving Forward Network, Human Impact Partners and community partners, the report also provides recommendations for policies and programs that promote health and equity for frontline workers and fence-line communities.

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By Justin Hirsch - Labor Notes, April 7, 2021

A lot of ink has been spilled to explain exactly what happened in the Suez Canal, where a massive container ship got wedged across the narrow channel, idling ships or forcing lengthy detours around South Africa’s Cape of Good Hope.

Early speculation on social media laid blame on the captain and crew, mechanical failures, or mysterious forces of nature. Was it the fault of a drunken navigator, as was claimed in the 1989 grounding of the Exxon Valdez, which spilled oil across Prince William Sound? Was there a failure of the steering gear that controls the ship’s rudder, or a did a loss of propulsion make it impossible to control the steel behemoth?

High winds were present on the day the bulbous bow of the Ever Given, bound for Rotterdam, made landfall just a few miles into the canal. Was the crew, as one Financial Times article suggested, perhaps overcorrecting for this crosswind while a hydrological phenomenon called the “bank effect” built up water pressure on one side of the vessel, shoving it sideways without warning?

Accident investigators will access the vessel’s voyage data recorder, listen to audio recordings of every command, and consider every choice made by the officers and crew. They will undoubtedly write a report that will disappoint conspiracy theorists and allay the fears of ocean carriers and beneficial cargo owners (BCO’s), or the entities that own the cargo inside the container.

Their final report will make for interesting reading, partially for what it will say and largely for what it will not. It’s unlikely to lay any blame on the material factors in a changing global container shipping industry that set the table for this public spectacle.

By Benjamin Hitchcock Auciello, et. al. - Earthworks, March 31, 2021

It is critical that the clean energy economy not repeat the mistakes of the dirty fossil fuel economy that it is seeking to replace. The pivot from internal combustion engines towards electric vehicles provides an unprecedented opportunity to develop a shared commitment to responsible mineral sourcing. We can accelerate the renewable energy transition and drive improvements in the social and environmental performance of the mining industry by reducing overall demand for new minerals, increasing mineral recycling and reuse, and ensuring that mining only takes place if it meets high environmental, human rights and social standards.

This report is designed to inform downstream battery metal users of key environmental, social, and governance issues associated with the extraction and processing of the three battery metals of principal concern for the development of electric vehicles and low-carbon energy infrastructure—lithium, cobalt and nickel—and to offer guidance on responsible minerals sourcing practices. This report reflects and summarizes some of the key concerns of communities impacted by current and proposed mineral extraction in hotspots around the world: Argentina, Chile and the United States for lithium, Papua New Guinea, Indonesia and Russia for nickel, and the Democratic Republic of Congo for cobalt.

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By Patrick Mazza - The Raven, March 29, 2021

Helped by a high tide, MV Ever Given was freed from the Suez Canal shallows yesterday at 3pm local time after two heavy-pull tugs arrived and thousands of tons of material were dredged away. 

After a week in which the massive container ship was lodged between two banks and under maximum stress - with maritime experts worrying it could break at the sagging center - the stern was freed early Sunday and the bow later in the day. Finally coming on the scene Sunday were tugs capable of anchoring to the bottom and exerting pulling force four times or more greater than most of the tugs on site. By this morning the ship had arrived at Great Bitter Lake mid-canal where the hull could be examined for cracks. Bow and stern compartments had been taking on water.

Now the questions will come. Why did the Suez Canal Authority not have rescue tugs on station for incidents like this? How prepared were authorities for the emergence of the new mega-ships, capable of carrying 20,000 and more containers?

In a broader sense, the Suez crisis shines a light on what maritime historian Sal Mercagliano, a merchant marine veteran, calls “a hidden industry” and its impacts on waterways and ports as well as port communities and workers. A powerful shipping industry has been dictating terms, based on its own economic calculations, and shunting costs off to the public. Taxpayers have been paying for expensive dredging and port upgrades. Communities have been subject to increased pollution and accidents from drayage trucks hauling containers, with drivers working under brutal conditions. And the global economy just suffered $10 billion in blocked trade each day for the last seven. It’s a large topic beyond the scope of a single post, so I will try to hit the high points. 

By Ruth Santiago, Sabrina Fernandes, Julie Michelle Klinger, Thea Riofrancos, and Daniel Aldana Cohen - NACLA Report, March 26, 2021

By Guy Dauncy - Canada 26 Weeks, March 2020

This is a work of imagination. But the urgency of the crisis is real, the need for the suggested programs is real, and the data included in these proposals is real.

What could the government of Canada do if its Ministers, MPs and civil servants really understood the severity of the climate emergency, and the urgency of the need? This paper shows how we could target a 65% reduction in emissions by 2030 and 100% by 2040. It proposes 164 new policies and programs, financed by $59 billion a year in new investments, without raising taxes or increasing public sector borrowing. The new programs and policies are announced every Monday morning between January and the end of June. To learn what they are, read on.

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By Andy Whitmore - War on Want, March 2021

There is an urgent need to deal with the potential widespread destruction and human rights abuses that could be unleashed by the extraction of transition minerals: the materials needed at high volumes for the production of renewable energy technologies. Although it is crucial to tackle the climate crisis, and rapidly transition away from fossil fuels, this transition cannot be achieved by expanding our reliance on other materials. The voices arguing for ‘digging our way out of the climate crisis’, particularly those that make up the global mining industry, are powerful but self-serving and must be rejected. We need carefully planned, lowcarbon and non-resource-intensive solutions for people and planet.

Academics, communities and organisations have labelled this new mining frontier, ‘green extractivism’: the idea that human rights and ecosystems can be sacrificed to mining in the name of “solving” climate change, while at the same time mining companies profit from an unjust, arbitrary and volatile transition. There are multiple environmental, social, governance and human rights concerns associated with this expansion, and threats to communities on the frontlines of conflicts arising from mining for transition minerals are set to increase in the future. However, these threats are happening now. From the deserts of Argentina to the forests of West Papua, impacted communities are resisting the rise of ‘green extractivism’ everywhere it is occurring. They embody the many ways we need to transform our energy-intense societies to ones based on democratic and fair access to the essential elements for a dignified life. We must act in solidarity with impacted communities across the globe.

This report includes in-depth studies written by frontline organisations in Indonesia and Philippines directly resisting nickel mining in both countries respectively. These exclusive case studies highlight the threats, potential impacts and worrying trends associated with nickel mining and illustrate, in detail, the landscape for mining expansion in the region.

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By Julia Soul and Ernesto Torres - Labor Notes, February 16, 2021

Argentina’s vegetable oil workers ended 2020 on a high note, with a triumphant 21-day national strike for higher wages. They were pushing to make the minimum wage a living wage, as the constitution mandates.

By Jonathan Neale - Climate and Capitalism, February 11, 2021

I have spent the last year working on a book called Fight the Fire: Green New Deals and Global Climate Jobs. Most of it is about both the politics and the engineering of any possible transition that can avert catastrophic climate breakdown. One thing I had to think about long and hard was lithium and car batteries.

I often hear people say that we can’t cover the world with electric vehicles, because there simply is not enough lithium for batteries. In any case, they add, lithium production is toxic, and the only supplies are in the Global South. Moreover, so the story goes, there are not enough rare earth metals for wind turbines and all the other hardware we will need for renewable energy.

People often smile after they say those things, which is hard for me to understand, because it means eight billion people will go to hell.

So I went and found out about lithium batteries and the uses of rare earth. What I found out is that the transition will be possible, but neither the politics nor the engineering is simple. This article explains why. I start by describing the situation simply, and then add in some of the complexity.

Lithium is a metal used in almost all electric vehicle batteries today. About half of global production of lithium currently goes to electric vehicles. And in future we will need to increase the production of electric vehicles from hundreds or thousands to hundreds of millions. That will require vast amounts of lithium.

There are three ways to mine lithium. It can be extracted from rock. It can be extracted from the brine that is left over when sea water passes through a desalination plant. Or it can be extracted from those brine deposits which are particularly rich in lithium. These brine deposits are the common way of mining lithium currently, because it is by far the cheapest. Most of the known deposits of lithium rich brine are in the arid highlands where Bolivia, Chile and Argentina come together.

Lithium mining is well established in Chile and Argentina. In both countries the local indigenous people have organized against the mining, but so far been unable to stop it. The mining is toxic, because large amounts of acid are used in the processing. But the mining also uses large amounts of water in places that already has little enough moisture. The result is that ancestral homelands become unlivable.

Bolivia may have even richer deposits of lithium than Argentina and Chile, but mining has not begun there. The Bolivian government had been led by the indigenous socialist Evo Morales from 2006 to 2019. Morales had been propelled to power by a mass movement committed to taking back control of Bolivia’s water, gas and oil resources from multinational corporations. Morales was unable to nationalize the corporations, but he did insist on the government getting a much larger share of the oil and gas revenue.[1]

His government planned to go even further with lithium. Morales wanted to mine the lithium in Bolivia, but he wanted to build factories alongside the mines to make batteries. In a world increasingly hungry for batteries, that could have turned Bolivia into an industrial nation, not just a place to exploit resources.

The Morales government, however, was unable to raise the necessary investment funds. Global capital, Tesla, the big banks and the World Bank had no intention of supporting such a project. And if they had, they would not have done so in conjunction with a socialist like Morales. Then, in 2019, a coup led by Bolivian capitalists, and supported by the United States, removed Morales. Widespread popular unrest forced a new election in October. Morales’ party, the Movement for Socialism won, though Morales himself was out of the running. It is unclear what will happen to the lithium.

That’s one level of complexity. The local indigenous people did not want the lithium mined. The socialist government did not want extractavism, but they did want industrial development.

Those are not the only choices.

For one thing, there are other, more expensive ways of mining lithium. It can be mined from hard rock in China or the United States. More important, batteries do not have to be made out of lithium. Cars had used batteries for almost a century before Sony developed a commercial lithium-ion battery in 1991. Engineers in many universities are experimenting with a range of other materials for building batteries. But even without looking to the future, it would be possible to build batteries in the ways they used to be built. Indeed, in January 2020, the US Geological Service listed the metals that could be substituted for lithium in battery anodes as calcium, magnesium, mercury and zinc.[2]

The reason all manufacturers currently use lithium is that it provides a lighter battery that lasts longer. That gives the car greater range without recharging, and it make possible a much lighter car. In other words, lithium batteries are cheaper.