Lithium, the new oil

By John Dodge | Aug 28, 2009 |

Lithium flats. credit: hybridcars.com

True or false? Battery-powered cars are the answer to our energy and environmental woes. We can produce as many as we want and power them with renewable sources of energy. It’s the perfect scenario for energy independence and a much greener planet.

Give that many battery-powered vehicles will use lithium-ion batteries (your cordless drill and computer already do), the answer is false. Oh, there’s plenty of ions alright. It’s the lithium we have to worry about. By some estimates, we would exhaust the world’s supply of lithium building six million small cars a year (10 per cent of the world’s total) with lithium-ion batteries.

Lithium (Li) is a mineral and is the lightest metal. Most of it is found in Chile, Argentina and Bolivia which has more than half the world’s lithium deposits, according to US Geological Survey. It is the 31st most abundant element on earth.

lithium will likely not contribute to U.S. energy independence given most of the world’s supply is locked away in South America. It’s plausible if not likely we will find ourselves trading in Middle East despots for new ones deep in South America.

An excellent and oft-cited study by William Tahil, Research Director of Meridian International Research,  projects we would come 5x short on lithium if the all the world’s 60 million vehicles made each year used lithium ion batteries. And that would appear to exclude the nine per cent of the world’s supply used for mood stabilizing drugs.

“The total amount of lithium metal required to make 60M PHEV20s (hybrid electric vehicles with a 20 mile range) with a small 5kWh LiIon battery would therefore be 90,000 tonnes – nearly 5 times current global Lithium production,” he wrote.

Other says we have all the lithium we need and it can be recycled and resold. I’m no expert, but I highly  doubt that we have all we want. I subscribe to the ‘there’s only so much stuff on the planet’ theory.

Powering anything a vehicle that carries five adults along at 70 MPH for hours on end requires significant conversion of the earth’s resources. Thermodynamics, the conversion of energy into work and heat come into play here and that’s about as deep into that as I want to get.

My point is no amount of energy is free as green advertising suggests. Something is gained at another thing’s expense. That’s why I get annoyed at car company “no compromise” message in their advertising about hybrid electric vehicles. Both Ford and GM have pushed hard on the idea of no compromise hybrids in size, comfort and versatility.

There’s nothing green about any automobile.

Toyota, on the hand, has produced the Prius which is smaller, lighter and geekier looking than most of its other models, which says compromise. That’s exactly what greener should be about.

By the way, Prius, the most popular hybrid electric vehicle to date, uses a nickel metal hydride battery to spin its wheels. Now let’s talk about the world’s supply of nickel and how it is mined and processed.

Therein lies my point: whenever we build cars regardless of what we build, there will always be a cost to the planet with a healthy dose of global politics tagging along for the ride.

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  •  
    1

    BillDem

    08/31/09 | Report as spam

    RE: Lithium, the new oil

    Natural Gas... We have THAT here at home.

  •  
    2

    Zbop

    08/31/09 | Report as spam

    RE: Lithium, the new oil

    Solar, solar, solar, solar. The only energy source that is truly independent and available 50% of the time. Solar cells, solar chargers, solar powered hydrogen producing, It won't run out for another million or so years. SOLAR!!!

  •  
    3

    Lucky2BHere

    08/31/09 | Report as spam

    RE: Lithium, the new oil

    To take this further, we need to build much lighter cars. Commercialize the manufacture of carbon fiber. Design for complete recyclability, modularity and ease of assembly. (And, of course, our manufacturing infrastructure would have to be revamped, but how else do we enter into this critical challenge?)

    And, we need to get really serious about public transportation. I've lived on the West Coast for almost 30 years and can't believe the B.S. politics involved in getting a train line extended 30 miles. Municipalities are worried about getting incremental income as the trains pass through while they are spending and losing much larger amounts NOT doing anything; not to mention negatively impacting their surrounding neighbors.

    Stop focusing on 0-60 times! Today's family sedans have a better performance envelope than most sporting cars from only 10-15 years ago. And, today's fast cars have much more power than can actually be used (and controlled). A sixties MGB is still fun to drive and considered a slug by today's standards. Imagine that car with an efficient, modern engine of the same size. It would be faster, much cleaner, reliable and get *far* better mileage. If the structure was carbon fiber, it would weigh much less and could use a much smaller engine to get the same fun-factor results. That's no compromise.

  •  
    4

    kidtree

    08/31/09 | Report as spam

    Recycled batteries

    We may be lazy about recycling used AA cells, but lithium batteries for cars are big and very expensive. It should be relatively easy to reclaim most of those from cars that are being refitted or junked and recycle the lithium within.
    As for solar cars, they work fine until you drive into the shade or the sun goes down. Unless you have a big battery to store your solar charge.

  •  
    5

    pizzaman7

    08/31/09 | Report as spam

    Common Sense Approach

    This seems to be a sensible article. Finally someone who is brave enough to put some facts into practice. No matter what we do there are no easy answers. Every technology has features and drawbacks. We can't just do something because it is "green". I like the article on the guy that wants to get fuel out of wood. Hello...we would need to cut down trees ! Down the road I think there will be more than one technology being employed. There will not be one clear winner.

  •  
    6

    chefp

    08/31/09 | Report as spam

    sorry your data is wrong

    Lithium is plentiful throughout the world, it just hasn't been extensively searched for. Seawater contains 230 BILLION TONS of lithium --
    http://www.ioes.saga-u.ac.jp/ioes-study/li/lithium/occurence.html

    Please stop with the pseudo-science and spreading of misinformation. If I didn't know any better, I'd think you were a shill for the oil companies.

  •  
    7

    HexHammer67

    08/31/09 | Report as spam

    If only they were so worried about running out oil.

    So they are worried about Lithium running out, then?

    So they intend to rape every last drop of it once the oil's been sucked dry for feeding the ravening beast. Wonder whats in the pipeline after that...

    Isnt it about time we started whining about changing the paradigm, so we dont have to worry about anything running out.

    Makes more sense to me...

  •  
    8

    Greenknight_z

    09/01/09 | Report as spam

    Lithium, not the new oil

    Oil is an energy source, lithium is used in batteries that store energy. Oil is destroyed when it's used, lithium batteries can be recycled. Oil production has peaked, lithium production can be greatly expanded. Not all electric cars use lithium batteries, as you pointed out yourself; expect a mix of different battery types to continue, meaning less pressure on any one resource.

    Not at all an apt comparison.

  •  
    9

    Narg

    09/01/09 | Report as spam

    I'd like electric, but not for your reasons

    I like the idea of an electric vehicle. Though energy reasons are not my reasons. I like the ideas of:

    1. Fewer parts. Almost 1/10th of the parts needed for a normal gas engine. Fewer parts means fewer problems.
    2. Instand torque. The time it takes a gas engine to reach optimal torque is a big waste of time and energy.
    3. Quiet. Electric vehicles can be so much more quiet.
    4. More Flexible. Due to the size reduction for electric motors, and the ability to store the batteries anywere the vehicle designes can take one much more interesting and useful configurations.

    Eletrical vehicles are just cool, no matter if your an energy savings enthusiasts or just a simple car enthusiast.

  •  
    10

    brianpeterson@...

    09/01/09 | Report as spam

    RE: Lithium, the new oil

    The first three posts each make a germaine point.

    But one needs to drive one of the first two generations of Prius to realize what an toaster would ve with 4 wheels. And forget a cross country trip unless you wanted to be passed by semis all the time.

    Why not natural gas in the short term? Honda's fuel cell technology would be affordable if deployed on a wide scale.

  •  
    11

    dave_helmut

    09/01/09 | Report as spam

    RE: Lithium, the new oil

    Very good "look before you leap" insight regarding our zeal to "abandon oil"... This does not make the author appear overly "oil-friendly," just a little red flag that we are not fully ready for oil abandonment yet.

  •  
    12

    dimonic

    09/02/09 | Report as spam

    RE: Lithium, the new oil

    I have to wonder if there is an agenda in your "report". The second largest producer of Lithium on the planet is Australia, yet you omit that fact. Canada (only the worlds 6th largest producer) has a lot of reserves as yet untapped.

    The 31st most abundant mineral in the earth obviously won't run out any time soon. Oil is far less abundant than that, but we are still finding more exploitable oil. If we go back to the '20s, and measure world oil exploitation at that time, we would be in a comparable situation to where we are now with respect to Lithium.

    You go on to suggest that the Toyota Prius is somehow superior to the future offerings of GM and Ford, without saying why you think they are superior. Are you saying this simply because they use Nickel rather than Lithium? Toyota themselves are researching Lithium based batteries, and are planning limited fleet cars based on the technology. The main reason the Prius uses NiMH is the maturity of the technology (given the age of the Prius).

    In truth, I would expect that in the same way we have passed over Lead/Acid, NiMH to LIon, we will soon enough pass on to yet another type of battery.

    Overall, electricity has the most promise simply because we already know many green ways to generate it, especially in "off hours", when our cars would most likely need charging. Hydro plants often use surplus production to pump water back uphill just to deal with the imbalance. Nuclear plants suffer from an overproduction at night issue, and have to be regulated carefully. Charging up battery cars at night would actually help this picture without requiring an increase in overall production capacity.

  •  
    13

    EndGame666

    09/05/09 | Report as spam

    Planet not here for decoration...

    It is absolutely true that God expects us to take care of the planet He gave us. At the same time, the planet is here for US, not we for IT. Therefore, using natural resources is neither evil nor undesirable. In fact, that's the whole idea of the resources being there in the first place! Saying that we shouldn't "use up" resources is the "scrooge mentality" - money is of no value in it's own right, only when it is used. There are no "points" at the end of the game for leaving x% of the world's resources "unused" (and given how close we are to the end of the game - less than 50 years - that is a critically poignant fact). Therefore, oil, nickel and lithium are useless if they just sit in the ground: God put them there for us to use. What God DIDN'T intend is for us to be clumsy in getting the resources out, nor negligent in the refining process, nor dictatorial in it's distribution to fellow humans. But as with all things when it comes to us humans, it seems that when we get a bit of "power", we allow it to go to our heads. And it doesn't matter what that "power" is, nor who wields it: oil barons, Muslim dictators, Muslim terrorists, greenie fundamentalist prophets, chairs of UN committees or heads of government departments. They all have one thing in common: self-interest, narrow vision, an overwhelming desire to control everything and everyone around them, and darkened thinking due to rejecting God.

  •  
    14

    cihann

    12/28/09 | Report as spam

    SELAM

    It is absolutely true that God expects us to take care of the planet He gave us. At the same time, the planet is here for US, not we for IT. Therefore, using natural resources is neither evil nor undesirable. In fact, that's the whole idea of the resources being there in the first place! Saying that we shouldn't "use up" resources is the "scrooge mentality" - money is of no value in it's own right, only when it is used. There are no "points" at the end of the game for leaving x% of the world's resources "unused" (and given how close we are to the end of the game - less than 50 years - that is a critically poignant fact).

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John Dodge

John Dodge has answered the call of journalism for 33 years, most of the time covering technology, engineering and business. While he's run magazines, newsweeklies and web sites, reporting and writing always took up half his time. He has have plied his craft at the WSJ, Boston Globe, PC Week (now eWeek), EDN, Design News, Electronic Business, Bio-IT World, Health-IT World, the Lowell Sun, Haverhill Gazette and Newburyport Daily News. He would have like to have been around when Boston supported seven or more newspapers (1940s) and while steam locomotives still pulled trains, but that era was nearly over by the time he raced into the world. That said, he has been blogging and shooting and editing video, writing for web and other online contents tasks for years now.

He has won numerous journalism awards in the past two years, including two Eddie Golds, one Neal finalist and the IEEE Award for Distinguished Journalism all for his reporting and coverage of the Boeing 787 Dreamliner.

Besides his family and myriad hobbies, reporting and writing is why he gets up in the morning. His personal blog focuses on netbooks and is called The Dodge Retort.

John Dodge

John Dodge prides himself on completely independent journalism. His opinions, observations and reporting are not influenced by any financial holdings. He holds no shares in computer, electronics, software or Internet companies. He also has no business affiliations with organizations except with those for which he creates content as a freelancer.

Dana Blankenhorn

Dana Blankenhorn has been a business journalist for nearly 25 years and has covered the online world professionally since 1985. He founded the Interactive Age Daily for CMP Media, and has written for the Chicago Tribune, Advertising Age's "NetMarketing" supplement, and dozens of other publications over the years.

Dana Blankenhorn

Dana Blankenhorn has been a technology reporter since 1982, a business reporter since 1978, and a writer for as long as he can remember. His Schwab IRA has a few tech stocks in it, most notably some Intel and Applied Materials bought over 10 years ago. But the vast majority of his tiny fortune (emphasis on the word tiny) is invested in mutual funds. He presently writes for no one else but ZDNet, SmartPlanet and himself. But if you've got an opportunity let him know. If he takes the gig he"ll first add it to this disclosure page.
The Thinking Tech blog focuses on technologies such as virtualization, smart electric grids, enterprise 2.0, open source, data center management, green technology and the intersection between the innovation and application of these advancements.