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Hans De Keulenaer

Miners Begin Cleaning Up Their Act With Renewables | BloombergNEF - 1 views

about.bnef.com/...in-cleaning-up-with-renewables

shared by Hans De Keulenaer on 11 Mar 20 - Cached
  • The mining industry faces an interesting paradox. It is the lynchpin of the transition to a low-carbon economy, providing the materials that go into new grids and electric vehicles, yet miners’ extraction processes gorge on large amounts of power. Miners account for 6% of the world’s energy demand, and meet most of it with fossil fuels.
  • Miners, which account for 22% of global industrial emissions, are facing more pressure to decarbonize than ever before – from investors, customers in the technology and auto industries, and even consumers further downstream.
  • Hans De Keulenaer on 11 Mar 20
     
    Great benchmarks from climate-related disclosure.
Colin Bennett

World risks shortage of materials for EVs and wind turbines without agreements for gree... - 6 views

www.businessgreen.com/...een-supply-chains-experts-warn

Trends Copper Long Term availability scarcity

shared by Colin Bennett on 06 Jan 20 - No Cached
  • Hans De Keulenaer on 07 Jan 20
     
    Another one in a series of studies on this topic. This one predicts an 87,000% increase in the demand for battery materials which is not very helpful. Exponential extrapolation from a small basis over a long time horizon can basically come up with any growth figure. The logistic growth curve is a much better and proven model for technology transitions.
  • Colin Bennett on 09 Jan 20
     
    "Demand for cobalt, copper, lithium, cadmium, and rare earth elements needed for solar photovoltaics, batteries, electric vehicle motors, wind turbines, fuel cells, and nuclear reactors is set to explode in the coming years as countries around the world invest heavily in greening their economies".
  • Hans De Keulenaer on 10 Jan 20
     
    Orginal source: https://science.sciencemag.org/content/367/6473/30 (though (also behind a paywall) and http://www.sussex.ac.uk/broadcast/read/50598. The latter mentions the 87000% figure referred to in the above comment.
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