The problems created by humanity’s dependence on fossil fuels are widely appreciated, and governments and businesses are now pursuing renewable energy and electric vehicles as the solution. Less appreciated is that this new infrastructure will require the mining of vast amounts of metals, creating different problems. In Volt Rush, Financial Times journalist Henry Sanderson gives a well-rounded and thought-provoking exposé of the companies and characters behind the supply chain of foremost the batteries that will power the vehicles of the future. If you think a greener and cleaner world awaits us, Volt Rush makes it clear that this is far from a given.
Volt Rush: The Winners and Losers in the Race to Go Green, written by Henry Sanderson, published by Oneworld Publications in July 2022 (hardback, 275 pages)
As Sanderson explains in his introduction, his aim in writing this book is to equip readers with the background knowledge needed to ask critical questions regarding our transition away from fossil fuels. Without it, we risk falling prey to feel-good narratives and corporate greenwash. Though not apparent from the title and flap text, Sanderson focuses on four metals important in the batteries of electric vehicles. Lithium is one of the substances that will be in high demand, and I am reviewing this book in tandem with Lukasz Bednarski’s Lithium, but as Volt Rush makes clear, cobalt, nickel, and copper are equally vital. In the process, Sanderson visits battery manufacturers in China and elsewhere, lithium mining operations in Australia and Chile, the problematic cobalt and copper mines in the Democratic Republic of Congo, and nickel mines in Indonesia and Papua New Guinea. He also considers the controversial final frontier of deep-sea mining, the possibilities and limits of recycling and reusing batteries, and the prospect of reopening mines in Europe (an idea Pitron also proposed in The Rare Metals War). Volt Rush has an excellent structure, with clearly-themed chapters logically flowing into each other.
Sanderson furthermore provides a pleasant mix of history, biography, and economics that keeps the book from getting bogged down. The concept of the electric car is far older than you might think, going back to the 1890s but lost out to the internal combustion engine. Explaining how batteries could make a comeback a century later and reshape the geopolitical playing field involves an accessible history of the lithium-ion battery. The economic story behind the four above-mentioned metals involves corporations you likely have never heard of. But where a book like Earth Wars failed to engage me, Sanderson enlivens the economics and geopolitics with biographies of the founders and directors of, and in-person visits to, some of the world’s largest battery manufacturers and mining companies.
One thing Volt Rush did very well was leaving me with a better understanding of the outsized role of China. The combination of domestic consumption by a population of over 1.4 billion people and of China having become the factory floor of the world, means that it is harvesting and importing natural resources from around the world. China has decisively inserted itself into all mining sectors discussed here. Many companies have been left dependent on China, whether for the processing and refining of ores or for the resulting components that go into consumer products. Sanderson’s forte lies in reporting on this without falling into sinophobia.
In general, I appreciated the neutral tone of Sanderson’s reporting. He sticks to the facts without constantly inserting himself in the narrative—and this while there is much here that is upsetting. The scale of the mining operations beggars belief, and Volt Rush provides numerous examples of both the huge environmental and human cost of mining: the deforestation involved in strip mining; the energy-intensive nature of digging up and crushing rock; the waste products of ore refinement that get dumped on land or at sea; or the child labour involved in cobalt mining in the Democratic Republic of Congo. The profits from these activities frequently end up lining the pockets of a few politicians and businessmen, and Sanderson’s portrayal of the shady world of ruthless commodity traders, in particular Glencore, agrees with what I read in The World for Sale. This said, the author will not refrain from calling out obvious greenwashing and corporate bullshit.
Throughout the book, Sanderson hits what I think are several relevant notes that reveal the deeper roots of the problems associated with the new mining rush (your reviewer writes as he reaches for his soapbox). He points out how increased efficiency is frequently negated by increased consumption (Jevons Paradox) and the evil of planned obsolescence that further undermines any attempt at careful use of Earth’s resources. He quotes former DEFRA chief scientist Ian Boyd that “emissions are a symptom of rampant resource consumption” (p. 212) and points out that in the next 25 years we will consume more copper than we did in the previous 5000 years “as the population increases and gets richer” (p. 174). And yet, despite hitting these notes, I feel that in his conclusion Sanderson fails to connect the dots. And that is despite initially sensing he is walking into a trap: “It was a seductive idea: we could change the world by slightly altering our current lifestyle with a marginal amount of sacrifice” (p. 1). Despite bringing in Peter Dauvergne’s concept of ecological shadows of consumption. Despite lithium expert Alex Grant’s comment that we have created “a game of ‘carbon whack-a-mole’ where we eliminate the CO2 emission from burning petrol, but substitute them for emissions elsewhere” (p. 66). Despite the revealing public admission by Glencore’s Ivan Glasenberg “that he didn’t believe that the world could produce enough cobalt to satisfy long-term electric car demand” (p. 112). Even when the answer stares Sanderson in the face as he writes that “growth based on extraction cannot be infinite” (p. 246) and quotes from Vaclav Smil’s book Growth, his solution is conscious consumerism. Wait, after you just wrote a book exposing how enormous the resource requirements are, and how broken and destructive the supply chain is? Now, I realise that my thinking in this is too radical to be palatable to most people, but Sanderson shies away from outright saying that overpopulation and overconsumption are the twin engines driving the numerous problems he uncovers.
Thus, I disagree somewhat with the cautiously optimistic tone of this book, and in particular with Sanderson’s conclusion that “the transition to electric cars, renewable energy and batteries will create a greener, better world” (p. 244). To me, this is effectively advocating for a technofix. Science and technology have an important role but will not be enough by themselves; I have elsewhere highlighted calls for a culture of self-limitation and ought to give the topic of economic degrowth some proper attention. I also think Sanderson falls into the trap of climatism by focusing solely on CO2 emissions and how electrifying the world’s vehicle fleet would counter this. Tailpipe emissions are but one problem; light and noise pollution, particulate pollution from tyres and brakes, habitat fragmentation, roadkill, and the materials required for road construction and maintenance are some others. The problematic word to focus on is “fleet” and that is not something electrification will solve (Bicycle, anyone? asks your Dutch reviewer). Finally, as Abundant Earth made clear, language shapes our perception, and by continuing to write of “green” and “clean” technologies, Sanderson inadvertently risks perpetuating the very greenwashing he calls out in his introduction. My reviews of both Abraham’s The Elements of Power and Pitron’s The Rare Metals War made it clear that, to quote the latter, “clean energy is a dirty affair“, so about time reporters dropped those two words.
And now I will step off my soapbox. Despite some personal reservations regarding Sanderon’s outlooks and conclusions, I found Volt Rush to be an incredibly informative and well-researched book that covers many relevant topics. The writing is top-notch and engaging, and the book fully succeeds in its aim of equipping the reader with the background knowledge needed to ask critical questions.
Disclosure: The publisher provided a review copy of this book. The opinion expressed here is my own, however.
Other recommended books mentioned in this review:
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Normally the sight of photovoltaic panels and wind turbines fills me with hope, but I have my doubts after reading this book. Many politicians, business leaders, and environmental organisations argue that we need to invest in renewables to transition away from fossil fuels and the accompanying carbon dioxide emissions. What is rarely mentioned is that these technologies require the mining of rare metals: chemical elements such as rhenium, lithium, antimony, neodymium, tantalum, and many others that most people have barely heard of. In The Rare Metals War, French investigative journalist Guillaume Pitron sounds the alarm, showing both the environmental impact and China’s chokehold on the market.
I read this book in tandem with David S. Abraham’s slightly older The Elements of Power which I had been meaning to read for ages. Thus, this is the second of a two-part review dealing with these little-known elements that have silently come to dominate our lives.
The Rare Metals War: The Dark Side of Clean Energy and Digital Technologies, written by Guillaume Pitron, published by Scribe Publications in January 2021 (paperback, 263 pages)
This book was originally published in French in 2018 as La Guerre des Métaux Rares and was swiftly translated into eight languages. Although the publisher does not mention it, the English version has been updated, referencing events and reports up to 2019. Bianca Jacobsohn‘s excellent translation perfectly captures the urgency of the alarm that Pitron sounds.
After a brief introduction to the nature and numerous applications of rare metals, the first three chapters tackle pollution. Pitron surreptitiously visits major mining sites in China and Mongolia to see first-hand the destruction: the vast toxic sludge ponds that leach metals into the groundwater, the poisoned agricultural land, the villages where people suffer and die from pollution-inflicted diseases. “The Chinese people have sacrificed their environment to supply the entire planet with rare earths” (p. 28), says a Chinese rare-metal expert. And it is not just China, pollution accompanies the mining for cobalt in the Democratic Republic of Congo, chrome in Kazakhstan, and lithium in Latin America.
What makes this so shocking is that this pollution is not spoken of in the West. Pitron is intent on opening your eyes and does not mince his words. “[…] in contrast to the carbon economy, whose pollution is undeniable, the new green economy hides behind virtuous claims of responsibility for the sake of future generations” (p. 54). It is all too easy to forget that our online world requires a huge infrastructure of data centres, cables, satellites, etc. requiring rare metals: “[…] the age of dematerialisation is nothing more than an outright ruse” (p. 44). It is even worse for renewable energy: “Put simply, clean energy is a dirty affair. Yet we feign ignorance because we refuse to take stock of the end-to-end production cycle of wind turbines and solar panels” (p. 53). And then on page 72, his coup de grâce: “Concealing the dubious origins of metals in China has given green and digital technologies the shining reputation they enjoy. This could very well be the most stunning greenwashing operation in history.“
Bowyer already highlighted this hypocritical contradiction in our attitude in The Irresponsible Pursuit of Paradise. Pitron here calls it “delocalised pollution”. While China does “the dirty work of manufacturing green-tech components“, the West happily buys “the pristine product while flaunting its sound ecological practices” (p. 71). He reminds us that: “everything comes at a cost: the globalisation of supply chains gives us consumer goods while taking away knowledge of their origins” (p. 81). For me, this part of the book was worth the price of admission alone, and it might come as a rude but necessary awakening for some readers.
The next four chapters tackle the second major topic of this book: the near-monopoly China now has on the supply of many rare metals. Pitron traces the history of how Europe and the US shuttered its rare metal mines, off-shored its heavy industries, and focused on high-value manufacturing with imported components and the service economy. China used this opportunity to the fullest and has come to dominate the production of many raw materials, including the rare earth elements so critical for high-tech applications. But that is only their first step towards becoming a global powerhouse, as their 2010 rare earth export quotas made clear. Companies are of course welcome to relocate their production to China, and many have done so to remain competitive. Though the west has cried foul, Pitron avoids anti-China sentiments by providing their perspective. At a conference, a Mongolian official clarifies that “Western businesses that, like the colonisers before them, sought only to mine resources to generate added value back home are no longer welcome” (p. 110). I could not help but think: can you blame them?
Our appetite for rare metals is rapidly growing and Pitron highlights that some could run out within decades. Mention of “peak anything” easily attracts derision, but I agree with him that we are in “collective denial of resource scarcity” (p. 162). Logically, we have used up the most rewarding and easily accessible resources first, so we mine and drill in ever more extreme environments, including plans to mine asteroids and the deep sea. Bonus points for Pitron for mentioning the underappreciated concept of energy returned on energy invested that Ugo Bardi highlighted in Extracted. Producing energy costs energy. As long as there is a net gain, all is well, but ore grades (the concentration of desired material) have been in decline for decades. “[…] As Bardi concludes, ‘The limits to mineral extraction are not limits of quantity; they are limits of energy’” (p. 165).
Pitron’s proposed solution is unusual, but I like it. Reopen mines in the West. Not just to compete with China, but to make consumers “realise—to our horror—the true cost of our self-declared modern, connected, and green world” (p. 177). He hopes that this will finally move us to dial down our consumption. And it is hard to argue with his conclusion that “nothing will change so long as we do not experience, in our own backyards, the full cost of attaining our standard of happiness” (p. 178).
The Rare Metals War is a powerful and sobering exposé that will no doubt shatter the green dreams of many readers. However, we cannot continue to ignore the material reality that underlies the green revolution that politicians and environmental organisations want us to pursue. This book is a much-needed conversation starter.
So, how does it compare to Abraham’s The Elements of Power? I considered the former to be remarkably comprehensive: it covers pollution and China’s monopoly, and several other topics besides. And yet, its tone is more neutral and might not set alarm bells ringing. Abraham seems concerned but optimistic about the promise of green technology. Maybe it is something about the French, but Pitron is much more outspoken by calling out our collective hypocrisy in the West and suggesting we act on the root problem of overconsumption. If Abraham informs you widely, Pitron wakes you up—I found both takes on this topic very useful and recommend both books highly.
Disclosure: The publisher provided a review copy of this book. The opinion expressed here is my own, however.
Other recommended books mentioned in this review:
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]]>Tantalum, tellurium, indium, niobium, germanium, dysprosium, rhenium, yttrium, neodymium, titanium, lithium, tungsten, cobalt. These are but some of the many chemical elements that are collectively known as rare metals. You will probably recognize only a few of them, but trace quantities are in products and structures all around you, making things stronger, faster, and lighter. They are used to make smartphones, laptops, and fibre-optic cables; but also cars, airplanes, and military weapon systems; and even photovoltaic panels and wind turbines. We live in the Rare Metal Age, writes natural resources strategist David S. Abraham here.
I have been meaning to read this book for ages. With the recent publication of Guillaume Pitron’s The Rare Metals War, now is the right time. Thus, this is the first of a two-part review dealing with these little-known elements that have silently come to dominate our lives.
The Elements of Power: Gadgets, Guns, and the Struggle for a Sustainable Future in the Rare Metal Age, written by David S. Abraham, published by Yale University Press in June 2017 (paperback, 319 pages)
Before proceeding, about that name, rare metals. Also known as minor metals, it is a blanket term that includes rare earth elements. And though metallurgists cannot agree on a definition, the Minor Metals Trade Association currently recognizes 49 metals, encompassing pretty much everything that is not a base (e.g. iron or copper) or precious metal (e.g. gold or silver). The rarity can refer to their limited consumption (hundreds vs. millions of tons annually), but also their geological occurrence. Some are scarce, while others are plentiful but so dilute that they rarely can be mined profitably.
Nomenclature aside, there are many reasons why rare metals are exceptional, unpredictable, and troublesome. The Elements of Power explores numerous facets of our use of them, and I found this book to be remarkably balanced and comprehensive in its coverage.
First off, simply developing a mine is not straightforward. Their geology means there are only limited places where a metal can be profitably mined, allowing a few countries or companies to monopolise the world’s supply. This leads to geopolitical tensions, and when China restricted rare earth exports in 2010, it rattled industries around the world.
Furthermore, extraction and purification are expensive and “[m]any rare metals are so technically challenging for chemists to produce that it is better to think of them as chemical creations rather than geological minerals” (p. 69). Every mineral vein is different and optimising the production process can take years of trial and error. Several decades can pass between a mining company finding willing investors and producing metals. There is no cookbook you can turn to. Well, there is, but even so, a lot of knowledge is hard-earned and jealously guarded. And with rare metal specialists a dying breed due to the lack of dedicated university departments in Europe and the US, there has been a brain-drain towards Asia.
Then there is the lack of openness in the trading sector. Commodity traders are already a shady bunch, but as Abraham’s interviews with anonymous sources reveal, this sector is “a web of small companies of specialty traders“, with materials having to travel “through a murky network of traders, processors, and component manufacturers” (p. 90). There are no exchanges such as for oil with accepted benchmark prices. Business is very much about who you know—backroom deals, smuggling, and distrust are rife. “No one really knows the true size of these markets. Even the U.S. Geological Survey […] won’t hazard a guess […]” (p. 91). And given that many rare metals are recovered as by-products of other mining activities, there is no neat supply-and-demand relationship, resulting in volatile prices.
The economic side of rare metals is, in short, complex. And that is a problem, as we use much. Abraham gives numerous examples of their use in our gadgets, cars, airplanes, and weapons. The iPhone “relies on nearly half the elements on the planet” (p. 2), while “the newest weapon systems like the F-35 are flying periodic tables” (p. 168). And we will need even more in the future for green technologies: for the magnets in wind turbines and the batteries in electric cars. Once Abraham works through these examples, you realise that these technologies are anything but “green”.
Mining in general “[…] speeds up otherwise relatively benign natural processes that usually occur over millennia […] (p. 180). Some have even called it planetary plunder. But rare-metal mining is even more taxing on the environment. Abraham describes the different refining steps—the crushing of rock, the leaching of ores using strong acids—highlighting how energy-intensive and polluting these practices are. And in case you are wondering, recycling “[…] is not a panacea. It too has its own environmental consequences […]” (p. 177). Next to the challenges of gathering the waste and getting people to recycle rather than discard, separating complex devices back into their component elements is no less energy-intensive and polluting. An important point Abraham makes is that “the combination of metals in products like batteries and even steel are in far more complex alloys than the finite set found in nature” (p. 190). Often, whether recycling is even possible has simply not been studied yet.
If rare metals are so problematic, can we not just swap one metal for another? The answer is no, but outside material scientists, few understand the subtleties. The performance we now routinely demand from our technology is such that we cannot simply substitute one metal for another without sacrificing performance, affordability, structural integrity, or weight. And what is true of weapons, “[w]ithout some of these minor metals you would have to go back to 1960s or 1970s performance” (p. 166), holds for most applications.
The combination of few mines, opaque and complex supply chains, and the booming demand for these metals makes for a very uncertain future that has analysts and governments concerned. Demand is likely to outstrip supply, at least in the short term: “[…] we could be condemned to a fossil fuel world, if we cannot bolster the rare metal supply lines we need to support our green technologies” (p. 136), warns Abraham. When even the former CEO of mining giant Vale is quoted as saying “[t]he reality is the planet is very small for the number of inhabitants we will see in 2025” (p. 219), I cannot help but wonder how much of this an endless rat race of techno-fixes that are doomed to fail. Nevertheless, Abraham’s envisioned solution is not to shy away from using them but to double down: “to search for more sources, use them more efficiently, and advance our knowledge of geology, metallurgy, and material science” (p. 219).
The Elements of Power tackles this topic from many angles, and Abraham is a knowledgeable guide, not least because of his insider perspective of what is happening in China and Japan. This book was everything I hoped for and provided numerous “aha” moments. If you want to better understand what the deal is with rare metals, this book comes highly recommended.
Can Pitron add to this? I will turn to The Rare Metals War next to find out, but, spoiler alert, the answer is yes. Foremost, Pitron will give you reason to pause and question the cost of the transition to green technologies.
Other recommended books mentioned in this review:
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]]>Marine biologist Helen Scales returns for her third book with Bloomsbury’s popular science imprint Bloomsbury Sigma. After shells and fish, she now drags the reader down into the darkest depths of the deep sea. Both a beautifully written exploration of the ocean’s otherworldly wonders and a searing exposé of the many threats they face, The Brilliant Abyss is Scales’s most strident book to date.
The Brilliant Abyss: True Tales of Exploring the Deep Sea, Discovering Hidden Life and Selling the Seabed, written by Helen Scales, published in Europe by Bloomsbury Publishing in March 2021 (hardback, 352 pages)
Sir David Attenborough has probably said it best: “No one will protect what they do not care about; and no one will care about what they have never experienced“. Both Scales and the publisher have taken that message to heart and the book is neatly designed. As with her previous book, illustrator Aaron John Gregory is involved again, this time providing two beautiful end plates and an eye-catching cover, while the colour plate section contains some outstanding photos. But at the heart of The Brilliant Abyss is Scales’s captivating writing.
First, consider the landscape. As she explains, the seabed, shaped by plate tectonics, is far from a featureless bathtub. Spreading centres create mid-ocean ridges, colossal mountain ranges that girdle the planet, while subduction zones where oceanic crust plunges back into the planet form deep-sea trenches of terrifying depths. The abyssal plain in between is studded with active or extinct underwater volcanoes that form seamounts of great import to marine life. Wherever magma approaches the surface, percolating seawater becomes superheated, rising back to the surface laden with dissolved minerals and metals. They form hydrothermal vents: towering structures that are home to unique fauna and are “the deep-sea equivalent of hot springs and geysers on land” (p. 97). Woven throughout is a history of scientific exploration, from the first oceanographic expeditions to today’s robotic submersibles, and from pioneering deep-sea explorers to today’s trench-diving billionaires.
Otherworldly as the landscape is, the real stars of this realm are its fauna. Scales’s knowledge and love of marine biology shine through here, as she populates the pages with a bewildering cast of creatures. Notable examples of bizarre deep-sea fishes are included, but she gives you so much more. Whale carcasses, so-called whale falls, become complete ecosystems, home to bone-eating Osedax worms with unusual sex lives. Large gelatinous members of the drifting plankton, such as colonial siphonophores and giant larvaceans, form previously underappreciated links in the food web. Hydrothermal vents are crowded with worms and furry Yeti crabs that domesticate symbiotic bacteria capable of chemosynthesis, the “dark alternative to photosynthesis” (p. 104). Meanwhile, one species of snail makes its shell out of iron! And then there are the corals. No, not the familiar tropical corals who “hog not only the sunlight but the limelight” (p. 129); the lesser-known cold-water corals that occur at great depths and grow even slower.
And if the intrinsic value of biodiversity does not sway you, Scales is no stranger to discussing the deep’s instrumental values. The capacity of seawater to absorb heat and carbon dioxide. The role of global oceanic currents in regulating our climate. Or the carbon pump provided by marine snow; the constant rain of dead plankton, fish poop, and other organic debris that descends into the depths. And what of the quest for new classes of biological compounds with antiviral, anti-bacterial, or anti-cancer properties that could form the pharmaceutical drugs and antibiotics of the future?
Two-thirds through the book Scales switches gears. Now that she has your attention, it is time to highlight the many dangers the deep faces. Deep-sea fishing targets long-lived, slow-growing species such as orange roughy. Vulnerable seamounts with millennia-old corals are destroyed by trawlers in a matter of hours. Meanwhile, the promise of food for everyone is not being met. Vast catch volumes are being turned into fish meal for aquaculture and pet food, or questionable nutraceuticals such as omega-3-oil supplements. And where Daniel Pauly already gave me reason to be suspicious of the Marine Stewardship Council, Scales lays bare their dubious raison d’être: funded by royalties from sales of their eco-labelled fish, there is an imperative to keep certifying fisheries. She calls their scandalous certification of the “recovering” orange roughy population a “case of a dead cat bouncing, with a green-washed eco-label tied to its collar” (p. 204).
Scales made me shudder with her stories of pollution, especially the persistent legacy of the large-scale dumping of chemical weapons. But the topic that concerns her most is the looming spectre of deep-sea mining. Though much is still on the drawing boards, mining licenses are being issued and exploratory missions are taking place. What for? The minerals and metals contained in seamounts, hydrothermal vents, and the polymetallic nodules littering the seabed, which take millions of years to form. As with fishing, “the slow pace of the deep is out of step with the timescale of impatient human demands” (p. 205). Here too, the position of the body that oversees protection of the seabed, the International Seabed Authority, is incredibly compromised. Next to issuing mining permits they unbelievably have already assigned areas to be exploited by their own mining company!
Scales’s focus on deep-sea mining is urgently needed. Scientists have been sounding alarm bells in the peer-reviewed literature regarding its impact, but this topic is still mostly hidden from the public at large. Her descriptions of the destructive practices and the size of the machines involved are chilling. To think that this will result in anything but the rapacious plundering of ecosystems we have seen on land seems highly unlikely in her eyes. Meanwhile, the mining PR-machine is already running at full tilt, and Scales deftly disarms their arguments as to why deep-sea mining is necessary. She agrees that the shift to renewable energy requires infrastructure that needs tremendous amounts of diverse metals. However, as a detour into the design of wind turbines shows, predicting which ones will be needed is difficult. And whether the seabed is the best place to get them is highly questionable.
Scales tackles many of the same topics that Alex Rogers covered in The Deep. Her tone is more strident but no less knowledgeable and, as opposed to The Deep, her book does include endnotes with references. I recommend them both highly. Meanwhile, her call “to declare the entire realm off limits [to] extraction of any kind” (p. 286) meshes seamlessly with Deborah Rowan Wright’s bold vision laid out in Future Sea.
Whether you enjoyed her previous books or are new to her brand of writing about marine biology, I urge you to read this book. Next to an unforgettable trip, she provides a rousing rallying cry for the preservation of the deep sea. The Brilliant Abyss is, true to its title, brilliant.
Disclosure: The publisher provided a review copy of this book. The opinion expressed here is my own, however.
Other recommended books mentioned in this review:
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