By Priti Gulati Cox and Stan Cox

TomDispatch

The Burden of Massive EV Batteries Will Be Borne by People and Ecosystems

Much of the excitement over the Inflation Reduction Act, which became law this summer, focused on the boost it should give to the sales of electric vehicles. Sadly, though, manufacturing and driving tens of millions of individual electric passenger cars won’t get us far enough down the road to ending greenhouse-gas emissions and stanching the overheating of this planet. Worse yet, the coming global race to electrify the personal vehicle is likely to exacerbate ecological degradation, geopolitical tensions, and military conflict.

The batteries that power electric vehicles are likely to be the source of much international competition and the heart of the problem lies in two of the metallic elements used to make their electrodes: cobalt and lithium. Most deposits of those metals lie outside the borders of the United States and will leave manufacturers here (and elsewhere) relying heavily on foreign supplies to electrify road travel on the scale now being envisioned.

Adventurers and Opportunists

In the battery business, the Democratic Republic of Congo is referred to as “the Saudi Arabia of cobalt.” For two decades, its cobalt — 80% of the world’s known reserves — has been highly prized for its role in mobile-phone manufacturing. Such cobalt mining has already taken a terrible human and ecological toll.

Now, the pressure to increase Congo’s cobalt output is intensifying on a staggering scale. Whereas a phone contains just thousandths of a gram of cobalt, an electric vehicle battery has pounds of the metal, and a quarter-billion such batteries will have to be manufactured to fully electrify the American passenger car fleet as it now exists.

Not surprisingly, the investment world is now converging on Congo’s capital, Kinshasa. In a remarkable series of articles late last year, the New York Times reported on how the cobalt rush in that country has been caught up “in a familiar cycle of exploitation, greed, and gamesmanship that often puts narrow national aspirations above all else.” The most intense rivalry is between China, which has, in recent years, been buying up cobalt-mining operations in Congo at a rapid clip, and the United States, now playing catch-up. Those two nations, wrote the Times, “have entered a new ‘Great Game’ of sorts,” a reference to the nineteenth-century confrontation between the Russian and British Empires over Afghanistan.

Fifteen of 19 cobalt mines in Congo are now under Chinese control. In and around those mines, the health and the safety of workers have been severely compromised, while local residents have been displaced from their homes. People sneaking into the area to collect leftover lumps of cobalt to sell are being shot at. The killing of one man by the Congolese military (at the urging of Chinese mine owners) spurred an uprising in his village, during which a protester was also shot and killed.

The Times further reported, “Troops with AK-47s were posted outside the mine this year, along with security guards hired from a company founded by Erik Prince.” Prince is notorious for having been the founder and boss of the mercenary contractor Blackwater, which committed atrocities during America’s “forever wars” of the 2000s. Among other mayhem, Blackwater mercenaries fired upon unarmed civilians in both Iraq and Afghanistan and were convicted of the killings and woundings that resulted. From 2014 to 2021, he was the chair of a China-based company, Frontier Services Group, that provided Blackwater-style services to mining companies in Congo.

Prince has joined what the Times calls “a wave of adventurers and opportunists who have filled a vacuum created by the departure of major American mining companies, and by the reluctance of other traditional Western firms to do business in a country with a reputation for labor abuses and bribery.”

Neo-Conquistadors    

Forbes reported recently that 384 additional mines may be needed worldwide by 2035 to keep battery factories supplied with cobalt, lithium, and nickel. Even were there to be a rapid acceleration of the recycling of metals from old batteries, 336 new mines would still be needed. A battery-industry CEO told the magazine:

“If you just look at Tesla’s ambition to produce 20 million electric vehicles a year in 2030, that alone will require close to two times the present global annual supply [of those minerals] and that’s before you include VW, Ford, GM, and the Chinese.”

Currently, the bulk of the world’s lithium production occurs in Australia, Chile, and China, while there are vast unexploited reserves in the southern part of Bolivia where it joins Chile and Argentina in what’s come to be known as the “lithium triangle.” China owns lithium mines outright throughout that triangle and in Australia, and two-thirds of the world’s lithium processing is done in Chinese-owned facilities.

Lithium extraction and processing is not exactly a green business. In Chile’s Atacama Desert, for instance, where lithium mining requires vast evaporation ponds, a half million gallons of water are needed for every metric ton of lithium extracted. The process accounts for 65% of the total amount of water used in that region and causes extensive soil and water contamination, as well as air pollution.

While evidently uninterested in Mother Nature, Tesla’s electric car tycoon Elon Musk is intensely interested in vertically integrating lithium mining with electric battery and vehicle production on the Chinese model. Accordingly, he’s been trying for years to get his hands on Bolivia’s pristine lithium reserves. Until ousted in a 2020 coup, that country’s president Evo Morales stood in Musk’s way, pledging to “industrialize with dignity and sovereignty.”

When a Twitter user accused Musk of being complicit in the coup, the Tesla tycoon responded, “We will coup whoever we want! Deal with it.” (He later deleted the tweet.) As Vijay Prashad and Alejandro Bejarano observed at the time, “Musk’s admission, however intemperate, is at least honest… Earlier this year, Musk and his company revealed that they wanted to build a Tesla factory in Brazil, which would be supplied by lithium from Bolivia; when we wrote about that we called our report ‘Elon Musk Is Acting Like a Neo-Conquistador for South America’s Lithium.’”

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Are Green Resource Wars Looming?