The Democratic Republic of Congo is referred to as “the Saudi Arabia of cobalt” for possessing 80% of the world’s known reserves.
Whereas a phone contains just thousandths of a gram of cobalt, an electric vehicle battery has pounds of the metal, and a quarter-billion such batteries will have to be manufactured to fully electrify the American car fleet. trucks and SUVs of the present moment will also require bigger, heavier batteries (like the one in the F-150 Lightning pickup truck, which weighs 1,800 pounds and is the size of two mattresses). They will, of course, contain proportionally larger quantities of cobalt, lithium, and copper.
Forbes reported recently that 384 additional mines may be needed worldwide by 2035 to keep battery factories supplied with cobalt, lithium, and nickel. Even were there to be a rapid acceleration of the recycling of metals from old batteries, 336 new mines would still be needed. A battery-industry CEO told the magazine:
“If you just look at Tesla’s ambition to produce 20 million electric vehicles a year in 2030, that alone will require close to two times the present global annual supply [of those minerals] and that’s before you include VW, Ford, GM, and the Chinese.”
The New York Times reported on how the cobalt rush in that country has been caught up “in a familiar cycle of exploitation, greed, and gamesmanship that often puts narrow national aspirations above all else.” There is a most intense rivalry between China and the United States.
Fifteen of 19 cobalt mines in Congo are now under Chinese control. In and around those mines, the health and the safety of workers have been severely compromised, while local residents have been displaced from their homes. People sneaking into the area to collect leftover lumps of cobalt to sell are being shot at.
The NYT further reported, “Troops with AK-47s were posted outside the mine this year, along with security guards hired from a company founded by Erik Prince.” Prince is notorious for having been the founder and boss of the mercenary contractor Blackwater.
The bulk of the world’s lithium production occurs in Australia, Chile, and China, while there are vast unexploited reserves in the southern part of Bolivia where it joins Chile and Argentina in what’s come to be known as the “lithium triangle.” China owns lithium mines outright throughout that triangle and in Australia, and two-thirds of the world’s lithium processing is done in Chinese-owned facilities.
Lithium extraction and processing is not exactly a green business. In Chile’s Atacama Desert, for instance, where lithium mining requires vast evaporation ponds, a half million gallons of water are needed for every metric ton of lithium extracted. The process accounts for 65% of the total amount of water used in that region and causes extensive soil and water contamination, as well as air pollution.
Tesla’s Elon Musk has been trying for years to get his hands on Bolivia’s pristine lithium reserves. When a Twitter user accused Musk of being complicit in the coup toppling Evo Morales, the Tesla tycoon responded, “We will coup whoever we want! Deal with it.”
During the U.S. occupation of Afghanistan in this century, geologists confirmed the existence of large deposits, and the Pentagon promptly labeled the country a potential “Saudi Arabia of lithium.” According to the Asia-Pacific-based magazine The Diplomat, the lithium rush is now on there and “countries like China, Russia, and Iran have already revealed their intentions to develop ‘friendly relations’ with the Taliban,” as they compete for the chance to flaunt their generosity and “help” that country exploit its resources.
The greatest potential for conflict over battery metals may not, in fact, be in Asia, Africa, or the Americas. It is in international waters, where polymetallic nodules — dense mineral lumps, often compared to potatoes in their size and shape — lie strewn in huge numbers across vast regions of the deep-ocean floor. They contain a host of metallic elements, including not only lithium and cobalt but also copper, another metal required in large amounts for battery manufacturing. According to a United Nations report, a single nodule field, the 1.7 million-square-mile Clarion-Clipperton Zone (CCZ) in the Pacific Ocean southeast of the Hawaiian Islands, contains more cobalt than all terrestrial resources combined. The International Seabed Authority, issues exploration licenses to mining companies sponsored by national governments and intends to start authorizing nodule extraction in the CCZ as soon as next year.
Opinion | Beware the Coming Wars Over Green Energy Resources | Priti Gulati Cox (commondreams.org)
Further Reading
AFRICA'S SOCIALIST BANNER: Cobalt and the Congo
Material World: Robbery on the high seas? – worldsocialism.org/spgb
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