Related Topic: The
Phony Afghan Lithium Bonanza (06/18/2010 08:51 AM).
I should like to raise a point which is not immediately germane to
the subject of the oil spill, but which has arisen
within the last week or so, the claim that the
United States has to stay in Afghanistan to mine
certain minerals. Several days ago, James Risen published an
article in the New York Times, effectively ghost-written for
General Petraus, presenting dubious arguments in
favor of this proposition.
Afghanistan is alleged to have a trillion dollars worth of
minerals, including a large quantity of Lithium, and this is
alleged to be an essential industrial resource. I have
assembled a collection of reports, and the sum and total of
them is that the purported Lithium shortage is
fictional. One can alway obtain Lithium from the sea,
in virtually unlimited quantities, and the cost of
doing so is very small, compared to the cost of
working lithium up into batteries or other electronic
devices. Thus, there is no compelling need for
Afghan lithium. The limiting factor on the use of
Lithium batteries, incidentally, is not their
cost or resource-availability, but
their weight. It is possible that one might reach a
point where the battery cannot generate enough power to
carry itself for a certain distance at a certain
speed. The serious prospects for electric transportation involve
building roads with electric power built in, and this renders
Lithium ultimately irrelevant.
It is also claimed that Afghanistan has a lot of iron
ore, and this accounts for approximately half of
the claimed trillion dollars worth of mineral
resources. However, like coal, iron ore is cheap and heavy
and bulky and ubiquitous, and transportation costs are
always a major concern. If you look at a map of the world's
iron-mining districts, you will find that, while they are
distributed all over the world, they are all within a couple
of hundred miles of the sea, or a major inland
waterway, such as the American Great Lakes or the Russian
Volga. Two to three hundred miles of rail haulage is about
as much as iron ore can stand, while remaining
economic. New iron ore tends to preferentially used where
particular steel alloys need to specified, in building
transportation equipment, rather than providing structural
steel. For structural steel, recycled scrap is just as good, and
the so-called "mini-mills" which produce it are sited to
economize on transportation. Afghanistan is inland, and behind
mountain ranges. There are no inland waterways-- and
no water to fill them. There are no railroads-- and while
railroads could be built in principle, they would be
understandably expensive. The iron and coal reserves of
Afghanistan, such as they are, have no value unless
you build an industrial region on top of them, in which
millions of people are employed in thousands of companies,
producing sophisticated machinery such as automobiles and
aircraft.
Another quarter of Afghanistan's claimed trillion dollars of
minerals is copper. It _might_, in theory, be
economically possible to produce copper in Afghanistan, if there
was peace and a stable government. Copper is just valuable enough
that it can-- sometimes-- be mined inland.
However, copper is not scarce enough to support something
like OPEC. The most basic fact is that the world has
something like thirty to a hundred years of copper reserves
at present rates of consumption, and the copper is not
really being consumed, but merely being put into
durable use. The price of copper, like the
price of other metals, steel included, has gone up in recent
years because Chinese demand has out-run the capacity
of the machinery for turning ore-in-the-ground into
ingots or I-beams, or reels of wire. Such equipment
cannot be built very quickly. This does not imply that
Afghanistan has any special advantage. Suppose that you are
building a ten-thousand-ton steam shovel, in parts, in Korea,
for mining copper ore. You have the choice
to ship this shovel to Australia, or Chile,
or Canada, or Arizona, or possibly even Afghanistan.
Why choose Afghanistan? All the cost factors are against
Afghanistan, even if it were at peace. One must bear
in mind that many uses of copper are replaceable by either
aluminum or plastic, both of whose ores are fundamentally
abundant. The developed countries have enormous reserves of
copper-in-use, in the form of wires, pipes, etc.,
reserves built up over the last hundred years or so.
As recycling expands, large quantities of copper-in-use will be
replaced by something else. The break even point for American
copper mines is in the neighborhood of a dollar-and-a-half
per pound. The controlling fact is that you have to
dig a hundred or two hundred pounds of ore to get a pound of
copper. Some overseas mines have lower costs. Given the necessity
of building infrastructure from the start, Afghanistan's costs are
likely to be on the high side.
For three different purported minerals, the cost
calculations do not check out. In short, the
purported mineral riches of Afghanistan are what used to be
called a "stoner fantasy." What is more fundamental
is that the Afghan mineral report is an example of
the idea of "unobtainium," a uniquely rare mineral
which justifies extravagant efforts to retrieve it. The scientific
conception of minerals and raw materials generally starts from
the idea that a molecule is simply an arrangement of atoms,
and that, by arranging fairly common atoms, you can make just
about any kind of material you want, or any kind of device you
want, within the limits of fundamental scientific laws.
There are only ninety-two naturally-occurring elements, many of
which can be substituted for each other. A claim that one
fairly small country has anything indispensable, is, ipso
facto, suspect.
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Here is a short collection of reviews of published
articles, a proto-review essay, in which I discuss the
subject of electric transportation in a systematic way, with a
view to debunking the errors introduced by opportunistic
businessmen:
http://rowboats-sd-ca.com/adtodd1a/blog_01.htm
==============================
Materials on Lithium:
http://en.wikipedia.org/wiki/Lithium
http://minerals.usgs.gov/minerals/pubs/mcs/
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http://news.nationalgeographic.com/news/2010/06/100616-energy-afghanistan-lithium/
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The Afghan government report.
http://www.bgs.ac.uk/afghanminerals/raremetal.htm
http://www.bgs.ac.uk/afghanminerals/docs/RareMetals_A4.pdf
This report claims deposits of 450,000 tons, 130,000 tons,
124,000 tons, 127,000 tons, 187,000 tons, and 253,000 tons of
Li_2_O in various locations, for a total of 1,271,000 tons Li_2_O,
or about 600,000 tons of pure Lithium, worth anywhere from three
to thirty billion dollars, less mining and refining costs. Bear in
mind that this is effectively a company promoter's
prospectus, likely to be on the high side rather than
the low side. This would be only a tenth of the
deposits in Bolivia, and and a thirtieth of global
reserves.
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JAMES RISEN, U.S. Identifies Vast Mineral Riches in Afghanistan,
New York Times, June 13, 2010
http://www.nytimes.com/2010/06/14/world/asia/14minerals.html
http://www.nytimes.com/imagepages/2010/06/14/world/asia/14minerals-graphic.html
"I have a bridge I want to sell to Mr. Risen..."
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M. Steinberg and V.D. Dang, "Preliminary design and analysis of a
process for the extraction of lithium from seawater," Sept 1, 1975
(OSTI Identifier OSTI ID: 7351225, Report
Number(s) BNL-20535-R; CONF-760112-4)(Symposium
on United States lithium resources and requirements by the year
2000, Lakewood, CO, USA, 22 Jan 1976) [ABSTRACT]
This is a notice of some research done in 1975,
concerning recovery of Lithium from seawater to be used as
nuclear fuel in a "breeder" fusion reactor. The idea was that
lithium would be irradiated and become Tritium (heavy hydrogen),
and then fuse into helium. Of course, nowadays, people merely want
to use lithium as a durable battery.
"The energy requirement for lithium extraction varies between 0.08
and 2.46 kWh(e)/gm for a range of production rates varying between
10/sup 4/ and 10/sup 8/ kg/y;"
http://www.osti.gov/energycitations/product.biblio.jsp?osti_id=7351225
At worst case, that is 2400 KwH/kilogram. Taking electricity at
a wholesale rate of perhaps 5 cents/KwH, that would be $120
per kilogram of lithium. In short, there is an unlimited supply of
Lithium lapping at our shores.
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http://www.lithiumsite.com/Lithium_Market.html
Price information for lithium carbonate, ranging from $2000-$5000
/ton. Lithium Carbonate, Li_2_C_O_3 is 14/74 metallic
lithium, so this is equivalent to $5-$12 per pound of pure
Lithium (approx $10-$25 per kg).
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William Tahil, The Trouble With Lithium: Implications
of Future PHEV Production for Lithium Demand. 2006
http://www.evworld.com/library/lithium_shortage.pdf
http://www.meridian-int-res.com/Projects/Lithium_Problem_2.pdf
Tahil quotes Lithium Carbonate at $1000-10,000 per ton, ie.
$2.50-$25 per pound of pure Lithium (approx $1-$10
per kg). [p.13] Also cites a requirement,
for current Lithium-Ion batteries, of 0.3 kg (metal
equivalent) of lithium per KwH of power storage, estimates a
typical requirement of 5-9 KwH per automobile for 20-30
miles range (at undetermined speed) [p. 6]. Expected
production cost of Li-Ion batteries, $350 per KwH [p.
11], which is at least a hundred times the cost of the
Lithium at the highest market price, and twenty times the
cost of getting Lithium from seawater.
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N.B. Note that the original Toyota Prius required a battery
of only 1.7 Kw-H to achieve its dramatic improvements in gas
mileage via dynamic or regenerative braking, whereas the
Tesla has a battery of 70 Kw-H, which weighs about a
thousand pounds, of which only about forty pounds are
Lithium. The Prius's regenerative braking system is
intelligently designed to keep the battery's energy
requirements small enough that almost any kind of
battery would do at a pinch.
One clever system I have heard of in China involves a bus
which uses ultracapacitors, and recharges itself at every bus
stop, every couple of blocks. This is less expensive than running
a full wire along the bus's route.
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http://www.ecogeek.org/automobiles/2918-lithium-supply-fears-are-total-bs
http://www.prism-magazine.org/sept04/briefings.htm
http://www.evworld.com/article.cfm?storyid=1434
http://gas2.org/2009/08/05/battery-shortage-slows-prius-sales-will-batteries-hold-back-hybrids/
http://dilbert.com/blog/entry/charged_with_salt_and_batteries/