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A zero emissions future without the mining boom: A new report finds that the U.S. can reduce lithium demand by up to 90 percent

By Blanca Begert and Lylla Younes - Grist, January 24, 2023

The effort to shift the U.S. economy off fossil fuels and avoid the most disastrous impacts of climate change hinges on the third element of the periodic table. Lithium, the soft, silvery-white metal used in electric car batteries, was endowed by nature with miraculous properties. At around half a gram per cubic centimeter, it’s the lightest metal on Earth and is extremely energy-dense, making it ideal for manufacturing batteries with a long life. 

The problem is, lithium comes with its own set of troubles: Mining the metal is often devastating for the environment and the people who live nearby, since it’s water intensive and risks permanently damaging the land. The industry also has an outsized impact on Native Americans, with three-quarters of all known U.S. deposits located near tribal land. 

Demand for lithium is expected to skyrocket in the coming decades (up to 4,000 percent according to one estimate), which will require many new mines to meet it (more than 70 by 2025). These estimates assume the number of cars on the road will remain constant, so lithium demand will rise as gas guzzlers get replaced by electric vehicles. But what if the United States could design a policy that eliminates carbon emissions from the transportation sector without as much mining? 

A new report from the Climate and Community Project, a progressive climate policy think tank, offers a fix. In a paper out on Tuesday, the researchers estimated that the U.S. could decrease lithium demand up to 90 percent by 2050 by expanding public transportation infrastructure, shrinking the size of electric vehicle batteries and maximizing lithium recycling. They claim that this report is the first to consider multiple pathways for getting the country’s cars and buses running on electricity and suppressing U.S. lithium demand at the same time. 

Achieving Zero Emissions with More Mobility and Less Mining

By Thea Riofrancos, Alissa Kendall, Kristi K. Dayemo, Matthew Haugen, Kira McDonald, Batul Hassan, and Margaret Slattery in partnership with the University of California, Davis - Climate and Community Project, January 2023

Transportation is the number one source of carbon emissions in the United States– making the sector crucial to decarbonize quickly to limit the climate crisis. States like New York and California banned the sale of gas cars by 2035 and the 2022 Inflation Reduction Act made major federal investments in electrifying transportation. As a result, US consumers are embracing electric vehicles (EVs), with over half of the nation’s car sales predicted to be electric by 2030. This is a critical juncture. Decisions made now will affect the speed of decarbonization and the mobility of millions. Zero emissions transportation will also see the transformation of global supply chains, with implications for climate, environmental, and Indigenous justice beyond US borders.

A crucial aspect of electrified transportation is new demand for metals, and specifically the most non-replaceable metal for EV batteries– lithium. If today's demand for EVs is projected to 2050, the lithium requirements of the US EV market alone in 2050 would require triple the amount of lithium currently produced for the entire global market. This boom in demand would be met by the expansion of mining. 

Large-scale mining entails social and environmental harm, in many cases irreversibly damaging landscapes without the consent of affected communities. As societies undertake the urgent and transformative task of building new, zero-emissions energy systems, some level of mining is necessary. But the volume of extraction is not a given. Neither is where mining takes place, who bears the social and environmental burdens, or how mining is governed. 

This report finds that the United States can achieve zero emissions transportation while limiting the amount of lithium mining necessary by reducing the car dependence of the transportation system, decreasing the size of electric vehicle batteries, and maximizing lithium recycling. Reordering the US transportation system through policy and spending shifts to prioritize public and active transit while reducing car dependency can also ensure transit equity, protect ecosystems, respect Indigenous rights, and meet the demands of global justice. 

Read the rest of the summary here.

Read the report (Link).

Musk Abuses TX Construction Workers

Tesla Violated Workers’ Rights By Banning Pro-Union Shirts, Labor Board Rules

By Sharon Zhang - Truthout, August 30, 2022

Tesla violated federal labor laws when it banned workers from wearing shirts with union insignia at its California warehouse as workers waged a union drive in recent years, the National Labor Relations Board (NLRB) ruled on Monday.

In 2017, Tesla banned its workers from wearing shirts with logos other than Tesla’s after workers began wearing shirts displaying a small United Auto Workers (UAW) logo, which the American Federation of Labor and Congress of Industrial Unions (AFL-CIO) said were designed specifically to meet the company’s dress code.

Though it is unlawful for employers to bar employees from wearing union insignia at work, a NLRB ruling in a 2019 case involving Walmart established that employers could do so in special circumstances. Monday’s 3-2 decision overruled that case, affirming that interfering in any way with a worker’s right to wear union insignia is “presumptively unlawful” and that Tesla had failed to establish a special circumstance justifying its ban.

How Elon Musk Got Rich: The $230 Billion Myth

(Narrated) By J.T. Chapman - More Perfect Union, July 19, 2022

 Elon Musk spent decades building something big: himself. Musk managed to sell the world on a persona: the visionary genius billionaire working his hardest to save the the world. And it’s worked: the myth of Elon Musk has made him a lot of money.

But what did it cost to get him there? And what does it mean that the richest man in the world build that wealth purely on an image of himself?

We took a deep look into Musk’s entire career: court documents, SEC filings, and interviews to break down the story Elon tells about himself and how he leveraged it to accumulate wealth and power.

Workers Have Made Shocking Allegations of Racism at One of Elon Musk’s California Factories

By Alex N. Press - Jacobin, February 18, 2022

On February 10, California’s Department of Fair Employment and Housing, the state-level equivalent to the US Equal Employment Opportunity Commission, filed a lawsuit against Tesla for racial discrimination based on the agency’s thirty-two-month investigation into the company’s Fremont, California, electric car factory.

The facility, which employs some 15,000 workers and is commanded by stridently anti-union billionaire Elon Musk, is the only nonunion plant in the United States operated by a major American automaker. Before Tesla purchased the facility in 2010, it was home to General Motors from 1962 to 1982, then to General Motors and Toyota’s jointly owned New United Motor Manufacturing, Inc. Left with little recourse against abuse and silenced by arbitration agreements that prevent them from taking complaints to court, the facility’s black workers say they have endured rampant discrimination.

The lawsuit, filed on behalf of thousands of black workers, alleges that Tesla segregated black workers into separate areas that were referred to as the “porch monkey stations,” “the dark side,” “the slaveship,” and “the plantation.” Workers allege that management “constantly use the N-word and other racial slurs to refer to Black workers.” As the lawsuit continues, “swastikas, ‘KKK,’ the n-word, and other racist writing are etched onto walls of restrooms, restroom stalls, lunch tables, and even factory machinery.” These workers complain that black workers are “assigned to more physically demanding posts and the lowest-level contract roles, paid less, and more often terminated from employment than other workers,” as well as denied advancement opportunities.

“In the San Francisco Bay Area and elsewhere, a job at Tesla is often seen as a golden ticket,” states the lawsuit:

It is seen as a way for those without a technical background or a college degree to secure a job in tech, and a path to a career and a living wage. Yet Tesla’s brand, purportedly highlighting a socially conscious future, masks the reality of a company that profits from an army of production workers, many of whom are people of color, working under egregious conditions.

According to the lawsuit, some 20 percent of Tesla’s factory operatives are black, but there are no black executives and just 3 percent of professionals at the Fremont plant are black. A blog post published on Tesla’s website the day before the California agency filed the lawsuit, titled “The DFEH’s Misguided Lawsuit,” asserts that the Fremont factory “has a majority-minority workforce and provides the best paying jobs in the automotive industry to over 30,000 Californians.”

“Yet, at a time when manufacturing jobs are leaving California, the DFEH has decided to sue Tesla instead of constructively working with us,” the post continues. “This is both unfair and counterproductive, especially because the allegations focus on events from years ago.” It concludes, “The interests of workers and fundamental fairness must come first.”

Black Former Tesla Worker: Nickname for the Plant Was ‘The Slave Ship’

By Gabriel Thompson - Capital and Main, February 15, 2022

In the spring of 2017, when Fatima Islam learned she had been hired to work at Tesla’s production plant in Fremont, Calif., she had high hopes. Then a single mother of two young children, the 33-year-old was willing to face the four-hour round-trip commute from her home in Merced, and didn’t flinch when she learned she was expected to work 12-hour shifts, six days a week, inspecting Model 3’s that rolled down the line.

“I had heard so many great things about Tesla,” she said. “I thought that I would be able to grow at the company and turn it into my career, maybe be there my whole life.”

On the plant floor, Islam quickly started having second thoughts. As an African American woman, she noticed a striking lack of women or African Americans in supervisory roles. Soon after getting hired, she became pregnant, and during one grueling shift she fainted. Later, she said, one of the mechanical technicians referred to her as “the Black pregnant bitch.” Islam said that the same employee repeatedly harassed her 18-year-old co-worker, another African American woman, demanding that she sleep with him. When Islam reported the incidents, bringing along multiple witnesses, she said nothing was done. “He let it be known that he’s cool with HR,” she said of the technician. Soon after, she said, the 18-year-old was fired.

Equally shocking to Islam was the overt racism. She heard the n-word constantly on the plant floor, while Latino workers also called her a mayate, roughly the Spanish language equivalent. Supervisors, she said, did nothing in response; in fact, floor leads sometimes joined in. Racist graffiti, including the n-word and swastikas, were carved into workbenches and scrawled on bathroom stalls.

Tesla did not respond to a request for comment. “They make it seem like this great place,” said Islam, of the high-end electric vehicle company that positions itself as a force for social good. “But the nickname for the Tesla plant was ‘the slave ship,’” she said. “You see how comfortable they are with things like that?”

A Green New Deal for Transportation: Establishing New Federal Investment Priorities to Build Just and Sustainable Communities

By Yonah Freemark, Billy Fleming, Caitlin McCoy, Rennie Meyers, Thea Riofrancos, Xan Lillehei, and Daniel Aldana Cohen - Climate and Community Project, February 2022

The transportation system is the connective tissue that transforms pockets of communities into a networked society. It links home, school, work, and play. It drives economic growth, social mobility, and employment opportunities. 

The transportation sector currently emits more carbon pollution than any other sector in the US economy. The automobiles we drive, the trucks, trains, and ships that deliver our goods, the airline flights we take, and other transportation activities account for about 28 percent of US greenhouse gas emissions. The passage of President Biden’s Infrastructure Investment and Jobs Act is replete with new funding for state and local highway expansion, and seems likely to further exacerbate the sector’s emissions. More than 120 years after electric vehicles briefly achieved popularity in the 1900s, petroleum products still power over 91 percent of today’s transportation system. Americans collectively drive more than three trillion vehicle miles per year, most of those as a single driver in an automobile. Life in the United States is organized around personal automobiles powered by petroleum. For a Green New Deal in transportation to be possible, that has to change. A climate-safe future requires a swift and just decarbonization of the transportation sector, a major expansion of public and active transportation, and the parallel decarbonization of the electricity sector.

Transportation often exacerbates social inequity and racial injustice within and between communities. Its infrastructure speeds the movement of those who are better off, to the detriment of those who are most in need. In far too many communities, governments, planners, and engineers prioritize vehicles over people and efficiency in travel time at the cost of quality of life. Choices made by elected officials and transportation agencies about how funds are allocated at the federal, state, and local levels have played a major role in reinforcing these outcomes over the past century.

In 2021, Congress passed the Infrastructure Investment and Jobs Act – the centerpiece of President Biden’s Bipartisan Infrastructure Framework. It provides substantial new funds for intra-city public transit, intercity passenger rail, and new electric vehicle charging infrastructure. It also includes $7.5 billion in new discretionary funding for innovative transit projects in the RAISE program (formerly BUILD and TIGER), along with new incentives for roadway repair and maintenance. However, the bill also allocates $350 billion towards new road and highway projects that will be administered by state and local departments of transportation. Much of this funding is likely to be spent on highway expansion projects. In short, the Infrastructure Investment and Jobs Act is poised to invest in a small number of innovative, low-carbon public transit projects alongside a massive new investment in roads and highways – locking in higher emissions for the sector than those that predated the bill. In other words, the Infrastructure Investment and Jobs Act could invest dramatically more on highway expansion than on innovative, low-carbon public transit projects. That dynamic has to change.

In this report, we propose a series of critical opportunities for new transportation-related policies to improve equal access, mobility, and opportunity in our transportation system, reduce emissions, support global climate cooperation, and develop long-lasting infrastructure and workforce development strategies on a changing planet. We argue for a move away from past policies that encouraged the release of greenhouse gases and other air pollutants while furthering social inequity. Crucially, this report aims to shift the conversation surrounding the transportation sector and decarbonization from focusing exclusively on electric vehicles and high-speed rail to addressing the many disparate parts of America’s transportation system. This includes a focus on intra- and intercity rail in addition to high-speed rail; an approach to electric vehicles that pairs supply-side policies (e.g. manufacturing tax credits) with a more progressive demand-side approach that benefits low and middle-income households with few public transit options instead of wealthy, coastal city residents who tend to purchase high-end luxury electric vehicles (e.g. Tesla).

Instead, the transportation system should be viewed as a strategic lever for investing in good-paying low-carbon jobs, justice, and a decarbonized economy. We build on the important progress Congress members have made through their introduction of bills such as the Moving Forward Act to identify a series of policies that would further that ambition.

Read the text (PDF).

The Challenge of Building a High-road Electric Vehicle Industry with Anti-union Employers

The Green Jobs Advantage: How Climate Friendly Investments are Better Job Creators

By Joel Jager, et. al. - World Resources Institute, International Trade Union Confederation, and The Global Commission on the Economy and Climate, October 2021

As part of their COVID-19 recovery efforts, many governments continue to fund unsustainable infrastructure, even though this ignores the urgency of addressing climate change and will not secure longterm stability for workers.

Our analysis of studies from around the world finds that green investments generally create more jobs per US$1 million than unsustainable investments. We compare near-term job effects from clean energy versus fossil fuels, public transportation versus roads, electric vehicles versus internal combustion engine vehicles, and nature-based solutions versus fossil fuels.

Green investments can create quality jobs, but this is not guaranteed. In developing countries, green jobs can provide avenues out of poverty, but too many are informal and temporary, limiting access to work security, safety, or social protections. In developed countries, new green jobs may have wages and benefits that aren’t as high as those in traditional sectors where, in many cases, workers have been able to fight for job quality through decades of collective action.

Government investment should come with conditions that ensure fair wages and benefits, work security, safe working conditions, opportunities for training and advancement, the right to organize, and accessibility to all.

Read the text (PDF).

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