“Renewable
energy” is a misnomer. Wind and solar machines and batteries are built from
nonrenewable materials. And they wear out. Old equipment must be
decommissioned, generating millions of tons of waste. The International
Renewable Energy Agency calculates that solar goals for 2050 consistent with
the Paris Accords will result in old-panel disposal constituting more than
double the tonnage of all today’s global plastic waste. Consider some other
sobering numbers:
A single electric-car battery weighs about 1,000
pounds. Fabricating one requires digging up, moving and processing more than
500,000 pounds of raw materials somewhere on the planet. The alternative? Use
gasoline and extract one-tenth as much total tonnage to deliver the same number
of vehicle-miles over the battery’s seven-year life.
When electricity comes from wind or solar
machines, every unit of energy produced, or mile traveled, requires far more
materials and land than fossil fuels. That physical reality is literally
visible: A wind or solar farm stretching to the horizon can be replaced by a
handful of gas-fired turbines, each no bigger than a tractor-trailer.
Building one wind turbine requires 900 tons of
steel, 2,500 tons of concrete and 45 tons of nonrecyclable plastic. Solar power
requires even more cement, steel and glass—not to mention other metals. Global
silver and indium mining will jump 250% and 1,200% respectively over the next
couple of decades to provide the materials necessary to build the number of
solar panels, the International Energy Agency forecasts. World demand for
rare-earth elements—which aren’t rare but are rarely mined in America—will rise
300% to 1,000% by 2050 to meet the Paris green goals. If electric vehicles
replace conventional cars, demand for cobalt and lithium, will rise more than
20-fold. That doesn’t count batteries to back up wind and solar grids.
Last year a Dutch government-sponsored study
concluded that the Netherlands’ green ambitions alone would consume a major
share of global minerals. “Exponential growth in [global] renewable energy
production capacity is not possible with present-day technologies and annual
metal production,” it concluded.
The demand for minerals likely won’t be met by
mines in Europe or the U.S. Instead, much of the mining will take place in
nations with oppressive labor practices. The Democratic Republic of the Congo
produces 70% of the world’s raw cobalt, and China controls 90% of cobalt
refining. The Sydney-based Institute for a Sustainable Future cautions that a
global “gold” rush for minerals could take miners into “some remote wilderness
areas [that] have maintained high biodiversity because they haven’t yet been
disturbed.”
What’s more, mining and fabrication require the
consumption of hydrocarbons. Building enough wind turbines to supply half the
world’s electricity would require nearly two billion tons of coal to produce
the concrete and steel, along with two billion barrels of oil to make the
composite blades. More than 90% of the world’s solar panels are built in Asia
on coal-heavy electric grids.
Engineers joke about discovering “unobtanium,” a
magical energy-producing element that appears out of nowhere, requires no land,
weighs nothing, and emits nothing. Absent the realization of that impossible
dream, hydrocarbons remain a far better alternative than today’s green dreams.
Mr. Mills is
a senior fellow at the Manhattan Institute and a partner in Cottonwood Venture
Partners, an energy-tech venture fund, and author of the recent report, “The
‘New Energy Economy’: An Exercise in Magical Thinking.”
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