Not long ago I read an article about how difficult it is to produce usable copper—the mining and refining processes are quite complex and difficult to scale up. Just now I came across a pair of tweets on that same subject, which links to an article on the larger issue of replacing oil with metal—because that, in essence, is what the “renewable” energy scam is about.
Here are the tweets:
And here is that article—excerpted. Note that, while (as above) there’s more to renewable energy than copper, copper is crucial. And you wondered why thieves will strip the copper piping out of homes under construction?
The short answer: No, not even close!
Nations of the world are only too aware that fossil fuels need to be phased out for two reasons. First, oil is a finite commodity. It’ll run out in time. Secondly, fossil fuel emissions such as CO2 are destroying the planet’s climate system.
However, a recent study puts a damper on the prospects of phasing out fossil fuels in favor of renewables. More to the point, a phase out of fossil fuels by mid century looks to be a nearly impossible Sisyphean task. It’s all about quantities of minerals/metals contained in Mother Earth. There aren’t enough.
Simon Michaux, PhD, Geological Survey Finland has done a detailed study of what’s required to phase out fossil fuels in favor of renewables, to wit:
“The quantity of metal required to make just one generation of renewable tech units to replace fossil fuels is much larger than first thought. Current mining production of these metals is not even close to meeting demand. Current reported mineral reserves are also not enough in size. Most concerning is copper as one of the flagged shortfalls. Exploration for more at required volumes will be difficult, with this seminar addressing these issues.” (Source: Simon P. Michaux, Associate Research Professor of Geometallurgy Unit Minerals Processing and Materials Research, Geological Survey of Finland, August 18, 2022 – Seminar: What Would It Take To Replace The Existing Fossil Fuel System?)
For those who are technically inclined, that link is to a Youtube that’s about 1.12.00 in length.
… the first generation of renewable energy is only now coming on stream, meaning there will be no recycling availability of production materials for some time. Production will have to be sourced from mining.
When Michaux presented basic information to EU analysts, it was a shock to them. To his dismay, they had not put together the various mineral/metal data requirements to phase out fossil fuels and replaced by renewables. They assumed, using guesstimates, the metals would be available.
Whoops!
One factor that will influence what materials and systems are used to build out renewables is the fact that EVs require a battery that is 3.2 times the mass of the equivalent of a hydrogen fuel tank. Therefore, an analysis of EVs versus hydrogen fuel cells indicates it’ll be necessary to build out the global fleet with EVs for city traffic and hydrogen fuel cells for all long-range vehicles like semi-trailers, rails, and maritime shipping.
The entire renewable build-out requires 36,000 terawatt hours to operate, meaning 586,000 new non-fossil fuel power stations of average size. The current fleet of power stations is only 46,000, meaning it’ll take 10 times the current number of power stations, yet to be built.
I’ll skip over a lot of technical stuff and jump to the conclusion:
Current reserves of copper are 880 million tons. But 4.5 billion tons of copper are required just to manufacture one generation of renewable technology. Hmm.
Moreover, each renewable technology has a life cycle of 8 to 25 years. Thereafter, they need to be decommissioned and replaced. Also, whether renewables are strong enough, and sustainably enough to power the next industrial era is a question that hangs in the air.
THE PAST – “An industrial ecosystem of unprecedented size and complexity, that took more than a century to build with the support of the highest calorifically dense source of cheap energy the world has ever known (oil) in abundant quantities, with easily available credit, and unlimited mineral resources.” (Michaux)
THE PRESENT – “We now seek to build an even more complex system with very expensive energy, a fragile finance system saturated in debt, not enough minerals, with an unprecedented number of the human population, embedded in a deteriorating environment.” (Michaux)
Current mineral reserves are not adequate to resource metal production to manufacture the generation of renewable energy technology, as current mining is not even close to meeting the expected demand for one generation of renewable technology.
I’m utterly unqualified to pass judgment on any of the above. However, this construct, as outlined, is what the Globalistas are attempting to foist upon the collective West. The disruption could prove to be catastrophic, although the US is in a position to recover from it. But Europe is being deindustrialized in favor of “renewables” that may never be available. Disruption doesn’t begin to describe what could follow. Of course, there’s always Russia.
Or maybe not. Russia is developing new markets.
Besides windmills and solar panels, we are already using much more copper than we used to. In the 1970s, the wiring harness for a car weighed about 40-60 pounds. Now with onboard computers, power windows, power locks, powered sliding doors on minivans, heated seats, sensors for all kinds of things--tire pressure, pollution control, air bags, and more, a car's wiring harness is over 200 pounds of copper. And that's for a gas-powered car!
I'm retired now, but in my past I worked as a residential electrician at times. It takes a lot more copper to wire a modern 3000 sf house than it used to take for a 1000 sf house 60 years ago. It isn't just the longer distances from the panel to point of use (although that can be a problem--if the distance gets too great, you have to use heavier wire to prevent voltage drop). Where a house had maybe a dozen electrical circuits 50 years ago, with a panel rated for 100 amps, now a panel may be made for 200 amps and up to 40 circuits.
when I was young, I worked for a very large copper mining, smelting and refining company in Canada for many years. And while I'm not up to date on copper markets, I've got a lot of experience. Copper and other base metal prices remained stagnant for decades - not just in inflation-adjusted currency, but in absolute dollars. Copper hit $1/pound in 1973 and is $3.60 currently. Compare that to house prices or other commodities. If miners could be sure of long-term prices of (say) $ 5 per pound, I expect that lots of copper could be developed. One of the concepts in the actual business was the concept of a "resource triangle" - i.e. at lower cut-off grades, the amount of reserves increased. At higher prices, lower cut-off grades make more and more reserves economic. In past 30 years, China developed massive copper smelting and refining capacity - from virtually nothing to more than the entire west combined. I don't think that most people in US or Canada fully appreciate the degree to which China is a much larger economy in these heavy industries.