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198 comments on Minerals scarcity: A call for managed austerity and the elements of hope
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198 comments on Minerals scarcity: A call for managed austerity and the elements of hope
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(I posted this in another thread a while ago, but got no responses. So, sorry for the repetition, but perhaps most didn't see it last time and it is definitely on-topic here.)
As I see it, there is always the possibility to extract more given more effort/expenditure. For instance, when it comes to uranium, wikipedia states: "Kenneth S. Deffeyes and Ian D. MacGregor point out that uranium deposits seem to be log-normal distributed. There is a 300-fold increase in the amount of uranium recoverable for each tenfold decrease in ore grade."
Does anyone know whether this holds true for other mined chemical elements as well? I'd guess so, and therefore, my current hypothesis is that "reserves" in number of years are quite meaningless for those. The reason is that if you want to "run out" in 40 years instead of in 20 years, all you have to do is to increase the price of the element by 32%. (Assuming extraction costs are inversely proportional to ore grade.) Reserves are only meaningfully stated in relation to price.
OTOH, reserves could be stated in number of years if we by that mean that a certain use of the element will be impossible above a certain price. But typically, reserve statements in number of years are misused. For instance, uranium reserve statements are based on completely arbitrary prices - they are never put in relation to what nuclear reactor operators would be willing to pay before closing shop, for instance.
Good question. The problem is that nobody knows the answer. For Uranium, Deffeyes and MacGregor could arrive to their conclusion because it is possible to detect uranium deposits using their radioactivity. But for most other minerals you don't have this possibility, so their distribution in the crust is given at best as an educated guess. This is the essence of the "Mineralogical Barrier" that is not - definitely - a log normal distribution. In general, modelling this matter is extremely difficult
Actually, there is plenty of geochemical data on other elements too, but there are no easy answers, because each metal behaves differently, at least in principle, and different genetic types of deposits, even for the same metal, behave differently too. The presence of a "mineralogical barrier" is certainly the safest (most conservative) assumption, unless its absence can be demonstrated (as it can for many metals, including uranium).
I think the author does not take into account the drive of technological advances. This is essentially the revamped arguements of the Club of Rome that was saying the same thing forty years ago. It use to be said that a top of the line mens suit would cost one ounce of gold. There has been many technological advances in the extraction of gold since that was true. Gold is about 900 an ounce and an Armani suit runs 3 - 4 thousand.
You need to remember that the original beliefs about the inaccuracies of the Club of Rome report have proven false. This was shown recently in an analysis by Charles Hall and John Day that Dave Murphy wrote a post about for The Oil Drum. An independent study last year was done by Graham Turner in 2008 in Australia. It came to the same conclusion.
Japan's Science and Technology Foundation gave Meadows, one of the lead authors of the original Club of Rome study, its annual $500,000 award on April 23, 2009.
Technology has played a significant role in a few areas, like shale gas production, but in total, we are tracing the expected path fairly closely.
"This was shown recently in an analysis by Charles Hall and John Day "
Actually, no. Their analysis didn't show that at all. In fact, it showed that it did quite badly. As I said then:
First, the Limits to Growth predictions, as presented by the article, aren't very good. The birth and death projections are off quite badly (as Pitt notes, the "actual birth rate" presented in the article is dramatically incorrect). The population and industrial output per capita projections aren't any better than mainstream projections. The pollution projection cherrypicks worst offenders (CO2 and nitrogen), and yet even so misses quite badly (a projection of 3x 1972 levels, vs 2.0 and 2.1, respectively). The resource projection has to cherrypick light-sweet-oil and copper to look good (and there are some sharp objections earlier in the comments to the copper depletion assessment, to which I'd add that copper has very good substitutes for most of it's uses, and recycles very well). The only major resources that seem to fit the 50% depletion prediction are soil and fish, and calculations or sources aren't provided.
2nd, it hangs its resource case almost entirely on peak oil, and quickly dismisses wind and solar because they're not yet large energy sources. Yet, wind is cost-effective, has high EROEI, and an enormous resource base.
Both wind and solar are growing much faster than fossil fuels (roughly doubling every 2-3 years), and yet they say "the annual increase in the use of most fossil fuels is generally much greater than the total production (let alone increase) in electricity from wind turbines and photovoltaics." This is highly misleading. As an analogy, one could say that in the early 1980's that "the annual increase in the use of land line phones is generally much greater than the total production (let alone increase) in cell phones." Wind was about 1/3 of new generation in the US in 2008. It could easily provide all new generation in 5 years, and then start replacing coal.
Clearly, the overall fossil fuel resource base has declined much less than the 50% used in this article. More importantly, if one includes wind and solar resources, there is no significant decline at all - the whole question of energy "resources" becomes unimportant. Instead, we're looking at questions of investment and transition, which are entirely different.
Hi Nick,
I've listened to Dennis Meadows a couple of times, I mention this because he actively avoids using the word predictions, the authors refer to them as scenarios. Perhaps this is a more useful paper to frame the original post, Leverage Points.
If Peak Oil is nearly upon us, which I believe seems likely, then the Hirsch report would indicate that wind and solar aren't going to replace FF for much of the world. I think the problem is over simplified by saying 'we're looking at questions of investment and transition, which are entirely different.'
sunnata,"
The Hirsh report(2005) has been overtaken by developments in PHEV and EV's. It states "for now electric vehicles cannot be projected as a significant offset to gasoline use."
That was before all the major car manufactures had plans to introduce PHEV and EV's by 2011-2012.
Furthermore the Hirsh report considers fairly modest increases in CAFE to 35.5mpg after 3years and 41.25mpg 10years after peak oil. Considering that hybrids are getting better than 50mpg now, and the EU is putting in standards of >40mpg by 2010, can only think that Hirsh et al were expecting another 8 years of a Republican congress and president continuing to resist CAFE improvements.
Could one not say miniscule by comparison at this point?
Looking back of course one can see and even looking forward one could have seen that cell phones would overtake landlines. But both wind and solar are old technologies, albeit with new developments. It is quite reasonable to question whether they will be able to scale up from almost nothing in the way cell pones did. There were no great conceptual hurdles to cell phone scale up. There are several with wind and solar: intermittency, storage, transmission, conversion, and materials, just for starters.
Could one not say miniscule by comparison at this point?
No. 1/3 of all new US generation in 2008 was from wind. That's very important.
both wind and solar are old technologies, albeit with new developments.
"new developments" is an understatement. Both wind and solar power are much cheaper than they ever were before - that's critical.
There are several with wind and solar: intermittency, storage, transmission...just for starters.
Not really - I think Jerome addressed these.
conversion, and materials
I'm not sure what you mean, here.
Some interesting annual numbers (avg. of 2003-2006 unless otherwise noted):
- Current global wind generation: 260TWh, or 0.9 quads.
- Oil consumption increase: 3 quads
- Natural gas consumption increase: 3 quads
- Coal consumption increase: 7 quads
However, keep in mind that a great deal of fossil fuel energy is used to generate electricity; this is why BP uses a 3:1 ratio to compare electricity with primary energy (as the average primary->electricity efficiency is roughly 33%). Given that, the recent annual increases in oil and natural gas consumption are only barely higher than total wind production, and coal consumption is only 2-3 times higher.
Their dismissal of the contributions of renewable sources was true earlier this decade, but is now outdated. Annual increases from wind are now large enough to be comparable to increases from fossil fuel sources. The latter are still larger by a significant amount - 3-7x - but recent trends have been rapidly lowering this difference.
That's an interesting point. It's a very narrow view of the situation to fixate solely on depletion of one energy source and ignore the potential of other energy sources to compensate.
I suppose it's an easy mistake to make, though, as the situation is changing so fast. Five years ago, wind/solar production truly was ignorable, but the situation has changed and now that's no longer the case. Annual addition of wind+solar has reached the same ballpark as annual additions of fossil fuels, so well-reasoned arguments can no longer afford to ignore the potential of those energy sources.
Gail,
The "Limits to growth" focused on food, pollution and resources. Certainly food and mineral resources which had 10-50 years reserves in 1970 still have similar or more reserves. Crop yields have doubled,(in one scenario they assumed a food doubling by 2050, ie after 80 years not 40 years) but food could be an issue if everyone wants steak each day, pollution( mercury and lead) is not a serious issue, but CO2 is and in that sense the pollution issue is still a possible show stopper.
I would agree with Nick, about the Hall and Day article. Turner concludes about metals (page 26) " non-fuel materials will not provide resource constrains".
We need to remember that the limits to growth gave 9 scenarios to choose from, you can pick and choose to find a match in fact most match so far except for birth rates.
Since none of the scenarios predicted collapse until beyond 2009, what does it mean to say; "but in total, we are tracing the expected path fairly closely."
You're speaking of future technological advances.
How do you know they'll happen?
What you're telling us about is your faith. "Believe! The Lord - er, technology will come save us from ourselves!"
Maybe, maybe not. Speaking as a Jew, we've long experience of waiting for the Messiah, and our experience tells us that it's best not to hold your breath, better to plan for his not coming, and save ourselves.
There is no rational reason to expect that new technologies will do anything at all. Only faith.
Refering to your "long experience ...save ourselves"remarks...
If I were rich,I would have these words engraved in stone in lots of prominent places.
As a farmer,I have waited for the rain....We have had(broadly speaking) no starvation ,and no forced migration of farmers in America in my time,but we can still talk to the children of the farmers who experienced th Dust Bowl.When times on the farm have been bad in my corner of the country,where we are mostly one horse(read tractor) farmers,folks have been able in many cases over the last six decades or so to save themselves by taking a part time-I am as serious as a heart attack-job doing an extra forty at a furniture or textile plant.Of course the plants have mostly either closed or move over seas recently.
Over the years,most of the local farms,while still very productive, have degenerated into part time operations maintained partly for such profits as may be had, but mostly for love of the land and the work.Of course we have a few farmers around here who still manage to make a full time go of it,but if you know them,you also know that there is usually some sort of cushion such as a wife who teaches second grade,etc.
Our children have seen enough ,long since, and moved on into other work.
Some day the stream of miracles that have arrived from the universities and industrial labs and garage tinkerers which,taken collectively, have enabled us to live as we do today will fail... for a while at least.Not totally of course,there is always rain if you wait long enough.
Right now it appears that just maybe the arrival of the new exploration and drilling technology which is bringing on the boom in natural gas will enable us to muddle on for a few more years of BAU.
Suppose this particular technology were still five or ten years away? I cannot envision any other result other than widespread war and famine (conceivably even within the US)if oil goes thru the roof,unless this new gas serves to keep the price of fertilizer within reach... for a few more years...
(some readers may think I am inconsistent, but if you read carefully,you will find that when I say something in favor of for instance hybrids, it is usually qualified adding under current conditions.)
Commercial farmers could switch from hybrids to open pollinated crops pdq if necessary, but no technology exists (that can produce the quantity of food needed today except bau big ag)which can also be implemented in the real world in short order.
I am all in favor of community gardening in any form,localization, etc, but I have grave doubts as to whether such movements will mature fast enough to prevent an eventual train crash if the ff supply crashes. Those who are actually working hands in the dirt in such areas will probably be able to save themselves.Latecomers will find the growth/learning/experience curve too much to deal with in most cases.
You can garden successfully even the first year in a good spot with a little help from an experienced friend, but a backyard that had all or most of the topsoil hauled off or buried when the house was built is not a good spot.Shade from the house, from cherished trees, from the nieghbors house or tree, is as good as a death sentence.
If you expect to save yourself(assuming you see a need to do so) by gardening/farming on a small scale with little or no input of commercial fertilizers or pesticides,you better get started NOW.iF YOU WORK REALLY HARD,while you can still get truckloads of leaves all bagged up at the curb for free in most towns,you can turn that subsoil into a garden spot in maybe four or five years.
"You're speaking of future technological advances. "
Well, the key thing here is that we have all the tech we need.
EVs and PHEVs are 100 years old.
Wind turbines are scalable, high E-ROI, and cost effective.
Solar is isn't quite as cheap or high E-ROI as would be ideal, but it's cost and E-ROI are more than good enough to suffice.
We don't need any breakthroughs, just a bit of routine engineering and a buildout which is relatively modest: well within the normal investment levels for the energy business.
The only real problem we have is that we would ideally expand renewables and PHEV/EVs sufficiently quickly that we'd make some of the current infrastructure obsolete. That's not a terrible cost, but it does create thorny political problems. Worse, a lot of people's careers would be obsolete, and they're going to fight that as hard as they can. We'd do well to try to help them, instead of just giving them disrespect and creating governmental gridlocks.
"I think the author does not take into account the drive of technological advances."
You're right you have to factor in technological advances. But after the 1960's/1970's era, with some well-known exceptions (e.g. parts of the ICT-sector), generally speaking progress in technology has fallen below expectations. The problem is that at our current level of technology and complexity, further innovation might be subject to diminishing returns. So while innovation of course keeps its inherent advantages (diminishing returns are still returns), I very much doubt that technology alone will help us out here. Extreme example: experts involved in ITER claim 2040 or 2045 as the earliest time when commercial operation of nuclear fusion power plants might be operational. But we don't have 3 decades left to wait for such technofix.
Technological advances may buy us time, but without 'control', at the end of the day they will only help to deplete our resources more efficiently and more quicly.
That depends on your expectations.
If you were looking for fusion power, then sure. If you were looking for more efficient lighting, then CFL bulbs have delivered about a 4x improvement, and LED lights are poised to deliver another 4x within the next few years (they're already available, but still a little pricier). Similarly, there have been enormous improvements in batteries (Li-ion's power density is something like 4x that of 70s-era lead-acid), to the extent that electric cars are finally practical, and big improvements are continuing to come out (such as high-cycle-life lithium batteries). Also with wind and solar technologies - these are currently (wind) or nearly (solar) commercially viable, and are both highly practical, a far cry from their 70s-era status. Even boring old petrol cars have doubled in efficiency since the 70s.
I could go on, but hopefully you get the point: if you're not seeing substantial technological advances, it's because you're not looking.
Expectations for technological advance are a funny thing; we don't get to choose where breakthroughs will occur. We can bias things by putting more resources into one area or another, but it's never clear beforehand quite how close we are to a breakthrough. Accordingly, any individual expectation has a high chance of being unfulfilled, even though progress overall might be quite rapid. Fusion power might still be 30 years away, just like it was 30 years ago, but wind and solar power are now viable. The net result is a new energy source, even though 30 years ago we might have expected it to be a different one.
I agree with everything you said, except for one thing:
electric cars are finally practical
Electric cars have always been practical, they just haven't been competitive with dirt-cheap oil-based fuels.
A PHEV like the Chevy Volt was developed 100 years ago, by Ferdinand Porsche. But, when gasoline was $.20/gallon, it just didn't make any sense. It wasn't needed. A PHEV would cost roughly $.10/mile in 1909 and 2009 - that can compete with $2.50 gasoline in a Model T, (which got about 25MPG) and in the average US car (which gets about 22MPG).
Li-ion is more convenient: it takes up less space, and it weighs less. But, lead-acid would have worked just fine, if need be.
So, why wasn't it done in Europe, where fuel is more expensive? Because of the capital and regulatory barriers to entry; the lower miles/vehicle, which make capex relatively harder to justify; and the low ratio of fuel cost to capital cost, even in Europe.
Exactly. Very dangerous in case of conventional oil. I read several times that secondary recovery delays the peak of fields, however that the decline past peak could be much steeper. Easy to imagine. And oilcompanies are not different from other companies. They want to sell as much of their stuff as possible and don't care about the fate of the rest of the world. The 'oil and gas experiment' can be done only once, and it is done in a 'stupid' manner.
I think you have missed the point. The article mentions that reserve growth is based on the idea that we can use energy to expand mineral reserves by going after more diffuse ores with more energy intense strategies. But if energy is constrained, this goes up in price with greater use, which makes the cost to mine diffuse ores higher. As both of these deplete (energy and the mined mineral) it would seem that they should work synergistically and eventually hit a ceiling on useful production because, obviously, we cannot spend all of GDP (not even close to it) to mine copper and still run an industrial civilization. I believe the term used on this site is "receding horizons"...
We will have to address demand too. Really, most of the uses of most of these minerals is nonessential. We don't need aluminum packed vegetables in the quantity we use now if we relocalize most food production, for example. Most of these uses have to do with being more economically competitive (why not buy tinned goods from the other side of the world if they are cheaper?) and would go away when the practice becomes uneconomic.
There has to be way more emergy in the packaging than the food itself. I've always wondered that about yogurt too. How many calories did it take to make the container? How many calories in the food? At least the latter is on the side label.
Certainly a similiar relationship exists in precious metals. There are a great many currently uneconomical gold and silver deposits. Just check the Toronto Venture Exchange listed company websites.
Yes, there's more at lower grades. But extracting this takes more energy. Didn't you read the article?
It is in any case common sense. If in a tonne of rock in site Alpha there are 100kg of the metal I want, and then in a tonne of rock in site Bravo there are 10kg, it's obvious that getting the metal from Bravo will take more energy. And site Charlie with 1kg/t, or Delta with 0.1kg/t, and so on - more energy still.
The dollar price rising increasing "reserves" simply reflects the amount of energy which has to be spent; if you're willing to pay $100/kg I'll obviously be willing to spend more energy getting the metal from the mineral than if you're only willing to pay $10/kg. But the price can't go up forever. If we were willing to pay a billion dollars a barrel we could get oil from Titan; but it seems unlikely we'll ever do so, not many people have a billion dollars to blow.
Of course it takes more energy, and as you say, that is reflected in the price.
So my point was really that energy requirements rise very slowly. If we are willing to spend 32% more energy on extraction, we double our reserves (if other metals are distributed like uranium).
Another poster remarked that this increase will work synergistically with oil depletion. I agree, to some extent, but I belong to the crowd that believes our civilisation will have ample time to, for instance, switch to a wind powered (or even better, a gen-IV nuclear powered) ammonia economy. Thus, there is a limit to the impact of oil depletion.
switch to a wind powered (or even better, a gen-IV nuclear powered) ammonia economy
I think PHEV/EVs is the sensible path. I assume ammonia requires some conversion of vehicles, and it seems to be kind've a pain to handle.
If ammonia requires some conversion of vehicles, I don't see an advantage over PHEV/EVs. Do you have more info?
Conversion from gasoline to ammonia is not really an option, so you need to start from scratch.
To produce ammonia, you need to do electrolysis and then use the hydrogen in the Haber process to get ammonia. Then you burn it in an ICE. The electricity-to-wheel efficiency of this is less than 10%. The "price" at that efficiency should be around 2-3 kWh electricity per kilometer.
Given that efficiency, it is probably correct that EVs are preferable for most applications, so think of the ammonia economy as "at worst, we'll do that, but we'll probably find something better".
get ammonia. Then you burn it in an ICE.
I'm still not clear. Ammonia can be burned directly in an ICE, without some kind of conversion of the ICE?
Given that efficiency, it is probably correct that EVs are preferable
Yikes! That's 20x the energy per mile! Yes, I agree, that looks like a distant fall-back option.
Would it make more sense to synthesize diesel, or CNG?
"All you have to do is to increase the price ....".
That's exactly my point (and substitute price for energy): we will be forced to follow the path of ever diminishing returns. You cannot analyze one or the other metal in isolation in this context. If you consider metal minerals scarcity in its complete context, your solution of raising prices will seriously hurt us since we'll lack many metals simultaneously. Every extra effort (money, energy) you put in primary production of metals, you cannot put in other essential activities, unless of course you would still be living in a world with exponential growth.
Sure, but the question is how much it will hurt us. What is the energy requirements of global primary metal extraction today, and how much of that is electricity, how much is coal and how much is oil? My hunch is that it is not much of overall energy consumption, insignificant oil, and that the energy needs per kg increases very slowly. Please prove me wrong!