We must reduce mining impacts, but at the same time we’re gonna need copper for net zero. LOTS OF IT. (THREAD)

Current global pop w/o electricity: 1 billion
Current pop w/o clean cooking fuel: 3 billion (think electric stoves w clean power)
Global pop by 2050: 10 billion

(1/7)
Copper intensity of electric gen by type, in tons/GW capacity:

Onshore wind: 1700-6700
Offshore wind: 1650-10000, likely on higher end
Solar: 4900-7000
Nuclear: 726-2000
(to compare: fossil fuels are around 450-600, not that that's remotely a reason to keep em around) (2/7)
By my preliminary calcs for an academic paper I'm working on with @hausfath, @SteveDavisUCI, @erikolsonn, @jamesonmcb + others, assuming a MESSAGE 1.5C decarbonization pathway, we will consume around this much copper per year by 2050: (3/7)
Onshore wind: 1.1 mil tons copper/yr
Solar PV: 1.5 mil tons/yr
Offshore wind: 0.4 mil tons/yr

Total: 3 mil tons/yr, +15% of world production of 19.7 mil tons/yr today.

It’s vanishingly hard to chart a reasonable, equitable decarbonization not involving “green extraction”
(4/7)
Copper isn’t going into capitalism + iPhones + cars.

50% of Cu stock is in buildings, 22% is in infrastructure like power. Turnover is slow, recycling won't cut it.

Housing 10 billion w reliable clean power + stoves + A/C is a worthy goal - one needing lots of Cu. (5/7)
Not only is recycling wholly insufficient (copper demand/yr could triple by 2050) but circular economy advocates often forget recycling uses energy too (tho *much* less) + has its own enviro/co2 costs.

We must fix mining impacts on people/enviro but we also need mines. (6/7)
We can reduce some future demand for new copper + other materials via improvements to current recycling practices + technological innovation that reduces/substitutes material demand.

In the end though, we will likely still need to mine lots of new ore in next few decades. (7/7)
Postscript: estimates of copper intensity in generation technologies are based on whole-plant LCAs, but do not include off-site transmission. Also am not considering battery storage.

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More from @wang_seaver

21 Oct
A certain new big explainer piece on geothermal is rightly getting a lot of attention!

But imo, the really important theme to @drvox 's #energytwitter activity today is the importance of really selling the clean energy transition to oil/gas workers + communities. (1/5)
For the geothermal piece in question:

vox.com/energy-and-env…

Can clean geothermal absorb all current oil + gas jobs? Likely not. But it offers those working in the industry a clear path forwards. (2/5)
I've written on how geothermal's just one way for oil/gas folks to transition to the clean energy economy.

We'll still need pipelines, chemicals (think ammonia, H2) Drilling could help sequester CO2. Offshore wind can leverage oil rig expertise. (3/5)

thebreakthrough.org/issues/energy/…
Read 5 tweets
21 Oct
This piece in @ForeignPolicy by @adam_tooze is useful perspective, placing China's recent net-zero commitment in the context of where the world's major economies are on climate, how rising economies impact the climate picture, and where we go next. (1)

foreignpolicy.com/2020/10/17/gre…
Lots of good perspective here, most importantly the emphasis that a Western-focused framing for tackling climate change is increasingly inadequate and outdated. This is an ever more global issue, which will require leadership from all corners of the world. (2)
As this global picture becomes clearer, so too does the realization that effective climate mitigation hinges upon managing emissions from non-Western corporations and state-owned enterprises just as much as it does upon private Western companies. (3)
Read 6 tweets
20 Oct
Since my colleagues @hausfath and @atrembath’s piece in @politico on reasons to question the utility of a US public lands fracking ban has been generating a lot of buzz, I thought I’d highlight aspects of #energytwitter discussion so far. (THREAD)

First, worth noting upfront that @politico’s editorial choice of title is extreme - far from @hausfath + @atrembath’s original title.

Their original title was: "Why Biden and Harris Are Right to Be Skeptical of a Fracking Ban”

That acknowledged, the discussion so far: (1)
Important point: Only 1/3 of US gas production goes to electric gen. 1/3 is used for industrial (fertilizer production, chemicals, etc), rest is mostly residential/commercial use. So most gas use is harder to substitute with clean tech than is the case for electricity. (2)
Read 13 tweets
22 Sep
This study is generating buzz + looked fascinating, so I read the press release, media briefing + full report yesterday.

Key findings are probably approximately correct, but these results were guaranteed given the methodology used. (THREAD)
The authors use a top-down approach to assign a country’s total emissions (private + govt) to each household based on a monotonic relationship proportional to household income, using the national income distribution and Global Carbon Proj carbon emissions data for each year. (1)
In other words, the study is virtually hard-coded to allocate more emissions to households with higher incomes, irregardless of actual consumption patterns. To be fair, relationship btwn income + emissions is generally borne out by consumer habit surveys, but… (2)
Read 14 tweets
17 Sep
New PNAS paper highlights increasing fragility of buttressing ice shelves at the mouths of the Pine Island + Thwaites glaciers in Antarctica, further emphasizing the importance of warming-induced positive feedbacks for ice mass loss + sea lvl rise: (1)

pnas.org/content/early/…
Scientists studying Antarctic ice are paying close attention to Thwaites and Pine Island ice shelves, as they are exhibiting some of the fastest changes among West Antarctic glaciers and could drive considerable sea level rise over timescales of a century and beyond. (2)
The Thwaites Glacier is thought to be particularly important to the stability of the West Antarctic Ice Sheet as a whole, which could be significantly destabilized by its degradation. (3)

washingtonpost.com/climate-enviro…
Read 8 tweets
6 Sep
Quoted today in @axios article by @JacKnutson on tension btwn increasing copper demand for renewables and the need to significantly step up copper mining:

"a lot of people... in the clean energy sector are working very hard to reduce copper demand" (1)

axios.com/copper-renewab…
The copper intensities for solar and wind surprised me as well when I first looked into them.

A study of the Springerville, AZ solar farm (6.4 MW) found a copper intensity of around 7000 tons/GW: (2)

copperalliance.org/wp-content/upl…
For wind, official Vestas LCAs for hypothetical 50MW wind farms using V110-2.0MW, V100-2.0MW, and V90-2.0MW turbines yield copper intensities of 1740, 1700, and 3320 tons of copper/GW: (3)

vestas.com/~/media/vestas…
Read 7 tweets

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