Which nations control the materials required for renewables? Meet the new energy superpowers

Solar and wind power facilities in Bitterfeld, Germany. Image: Getty.

Imagine a world where every country has not only complied with the Paris climate agreement but has moved away from fossil fuels entirely. How would such a change affect global politics?

The 20th century was dominated by coal, oil and natural gas, but a shift to zero-emission energy generation and transport means a new set of elements will become key. Solar energy, for instance, still primarily uses silicon technology, for which the major raw material is the rock quartzite. Lithium represents the key limiting resource for most batteries – while rare earth metals, in particular “lanthanides” such as neodymium, are required for the magnets in wind turbine generators. Copper is the conductor of choice for wind power, being used in the generator windings, power cables, transformers and inverters.

In considering this future it is necessary to understand who wins and loses by a switch from carbon to silicon, copper, lithium, and rare earth metals.

The countries which dominate the production of fossil fuels will mostly be familiar:

The list of countries that would become the new “renewables superpowers” contains some familiar names, but also a few wild cards. The largest reserves of quartzite (for silicon production) are found in China, the US, and Russia – but also Brazil and Norway. The US and China are also major sources of copper, although their reserves are decreasing, which has pushed Chile, Peru, Congo and Indonesia to the fore.

Chile also has, by far, the largest reserves of lithium, ahead of China, Argentina and Australia. Factoring in lower-grade “resources” – which can’t yet be extracted – bumps Bolivia and the US onto the list. Finally, rare earth resources are greatest in China, Russia, Brazil – and Vietnam.

Of all the fossil fuel producing countries, it is the US, China, Russia and Canada that could most easily transition to green energy resources. In fact it is ironic that the US, perhaps the country most politically resistant to change, might be the least affected as far as raw materials are concerned. But it is important to note that a completely new set of countries will also find their natural resources are in high demand.

An OPEC for renewables?

The Organization of the Petroleum Exporting Countries (OPEC) is a group of 14 nations that together contain almost half the world’s oil production and most of its reserves. It is possible that a related group could be created for the major producers of renewable energy raw materials, shifting power away from the Middle East and towards central Africa and, especially, South America.

This is unlikely to happen peacefully. Control of oilfields was a driver behind many 20th-century conflicts and, going back further, European colonisation was driven by a desire for new sources of food, raw materials, minerals and – later – oil. The switch to renewable energy may cause something similar. As a new group of elements become valuable for turbines, solar panels or batteries, rich countries may ensure they have secure supplies through a new era of colonisation.

China has already started what may be termed “economic colonisation”, setting up major trade agreements to ensure raw material supply. In the past decade it has made a massive investment in African mining, while more recent agreements with countries such as Peru and Chile have spread Beijing’s economic influence in South America.

Or a new era of colonisation?

Given this background, two versions of the future can be envisaged. The first possibility is the evolution of a new OPEC-style organisation with the power to control vital resources including silicon, copper, lithium, and lanthanides. The second possibility involves 21st-century colonisation of developing countries, creating super-economies. In both futures there is the possibility that rival nations could cut off access to vital renewable energy resources, just as major oil and gas producers have done in the past.


On the positive side there is a significant difference between fossil fuels and the chemical elements needed for green energy. Oil and gas are consumable commodities. Once a natural gas power station is built, it must have a continuous supply of gas or it stops generating. Similarly, petrol-powered cars require a continued supply of crude oil to keep running.

In contrast, once a wind farm is built, electricity generation is only dependent on the wind (which won’t stop blowing any time soon) and there is no continuous need for neodymium for the magnets or copper for the generator windings. In other words solar, wind, and wave power require a one-off purchase in order to ensure long-term secure energy generation.

The shorter lifetime of cars and electronic devices means that there is an ongoing demand for lithium. Improved recycling processes would potentially overcome this continued need. Thus, once the infrastructure is in place access to coal, oil or gas can be denied, but you can’t shut off the sun or wind. It is on this basis that the US Department of Defense sees green energy as key to national security.

The ConversationA country that creates green energy infrastructure, before political and economic control shifts to a new group of “world powers”, will ensure it is less susceptible to future influence or to being held hostage by a lithium or copper giant. But late adopters will find their strategy comes at a high price. Finally, it will be important for countries with resources not to sell themselves cheaply to the first bidder in the hope of making quick money – because, as the major oil producers will find out over the next decades, nothing lasts forever.

Andrew Barron, Sêr Cymru Chair of Low Carbon Energy and Environment, Swansea University.

This article was originally published on The Conversation. Read the original article.

 
 
 
 

In New Zealand, climate change is driving an eco-nationalist revival

The green and pleasant land of the South Island. Image: Getty.

“Ten years ago I would have called them settler f*****g land squatters,” Mike Smith, Maori-dom’s most tenacious activist, said last November as he reflected on the agriculture industry’s central role in driving climate change. “Now I have to try and get these people on board.”

Smith is infamous for taking a chainsaw to Auckland’s most prominent tree on a damp October night in 1994 in protest of the “Pākehā” – or white European –dominated government’s fiscal envelope restraining treaty settlements. Now he’s turned his hand to another cause close-to-home for the Maori, New Zealand’s indigenous population: the environment.

“We’re super vulnerable, like we are to anything,” Smith says. “When it comes to climate change it’s like the poorest people in the world are going to be hit the hardest first, and that’s a lot of us.”

Prime Minister Jacinda Ardern appears, at least rhetorically, the most sympathetic leader to his cause in a decade. In her campaign launch speech late last year, she made the future government’s position clear: “Climate change is my generation’s nuclear free moment.”

This message should resonate with followers of her Labour party: the NZ left has long nurtured an environment-orientated “culture-of-protest”. So Ardern’s call to arms was bound to gain her loyal support among children of the 1960s and ‘70s, who led the march against nuclear ship visits, spurring on the government of the time to wriggle out from the US nuclear umbrella, and place a ban on foreign nuclear ship visits.

Now, it is to the tycoons of deep sea oil exploration they aim to close NZ’s ports.

In this, Smith is not short of support locally, with marches run by grassroots organisations and international animal welfare funds beginning to gain traction with every day New Zealanders. In this, Ardern’s prediction is correct: the Coal Action Network Aotearoa (CANA), is reminiscent of the Campaign for Nuclear Disarmament (CND), an earlier cluster of left-wing pacifists and nature lovers who drove the creation of the nuclear free zone.  

In December, 15,000 passionate protesters marched through the capital. And with the government’s recent ban of offshore oil exploration projects, Jeanette Fitzsimons, former Green party co-leader and the head of CANA, is optimistic about similar change to the energy and farming sectors.

The Labour-NZ First-Green party coalition seems focused on setting a new global precedent, weaning NZ away from a United States which has jettisoned the Paris Agreement. The move replicates another 20 years ago, when New Zealand’s anti-nuclear movement was central to an upsurge in New Zealand nationalism. Now, the same sense of going it alone on foreign policy is apparent both locally and in Parliament.

Dr. Gradon Diprose, a senior lecturer at Massey University, argues that this echoes an older expression of colonial nationalism, that saw “New Zealand as a land of natural abundance”. This: “eco-nationalism” is centered on “protecting certain visions of picturesque landscapes and unspoiled natural beauty”. The slogan “Clean, green New Zealand” is prevalent in popular culture and tourism marketing. The public seems to have latched onto it too, and ranked keeping NZ’s waterways “clean and green” top of a recent survey of of kiwis’ top concerns.

Three decades ago, it was the 10 July 1985 sinking of the Greenpeace flagship Rainbow Warrior that thrust local activists’ fears into the public eye, resulting in an almost nation-wide expression of climate-protectionism.


The bombing, a French intelligence operation sparked by Greenpeace’s calls for an end to foreign nuclear testing in the Pacific, galvanised a great deal of change to New Zealand’s overseas defence policies. A lack of censure from New Zealand’s Western allies drove Wellington to distance itself from the United States, while the shock of seeing a friendly nation violate NZ’s sovereignty left many at home seething.

Thirty years on, the foreign policy split throughout the Anglosphere, regarding Russian-Western relations, globalism, and the old international rules-based order, is becoming wider. Climate change is just the tip of the iceberg.

Most Kiwis you talk to will shake their heads in disapproval at US president Donald Trump’s scandalous outing last year in Helsinki. But US defiance of internationally brokered climate resolutions is something they can see clearly reflected in rural communities across the country.

The country saw records broken at both ends of the extreme weather spectrum last year. As 2018 kicked off, Kiwis sweltered through the hottest summer on record, while in Golden Bay, a small inlet near the northern tip of the South Island, residents endured the largest flood in 150 years. So, when President Trump tweets “So much for Global Warming”, the majority of New Zealanders look back fondly on NZ’s 1985 decision to boycott the “ANZUS” treaty, putting New Zealand at odds with its war-time ally America on defence legislation.

Public calls to take the same track on environmental regulation have become louder in the wake of Donald Trump’s election. The former US Secretary of State, Rex Tillerson, received a frosty “unwelcome” while on a flyby to the capital in 2017, with the New York Times’ Washington correspondent, Gardiner Harris remarking: “I’ve never seen so many people flip the bird at an American motorcade as I saw today”. Protests against President Trump’s stance on climate change are beginning to gain greater traction further still, with the hundred-strong “march for science” setting the tone for the new government later that year.

New Zealand certainly isn’t afraid of radicalism, and its activists are persistent. It’s already banned single use plastics in supermarkets. Plenty more is to come, Smith says.

And yes, reform is going to inhibit sometimes vital industries: “It doesn’t matter which way you spin the dice on this, whatever’s being done is going to hurt. People who are looking for a painless way of mitigating climate change, [but] I don’t think there is one.”

But among Smith’s troupe of climate agitators, the feeling is that, without drastic change, “the land”, the heart of the Maori ethos, is going to be hurt far more.

Back in Auckland, NZ’s financial hub, an electric scooter craze is gripping the city. This, too, has gained the support of local environmentalists. In New Zealand, a national sense of pride is always coupled with a certain eccentricity. In a country this size, change always starts small.