This website uses cookies primarily for visitor analytics. Certain pages will ask you to fill in contact details to receive additional information. On these pages you have the option of having the site log your details for future visits. Indicating you want the site to remember your details will place a cookie on your device. To view our full cookie policy, please click here. You can also view it at any time by going to our Contact Us page.

Copper shortage threatens EV transition

17 May 2024

A new study reveals that copper cannot be mined quickly enough to keep up with the US’s renewable energy goals.

Image: Image credit: Joyce Cory, CC BY 2.0, via Wikimedia Commons
Image: Image credit: Joyce Cory, CC BY 2.0, via Wikimedia Commons

The Inflation Reduction Act, signed into law in 2022, calls for 100 percent of cars manufactured to be electric vehicles by 2035. However, an electric vehicle requires three to five times as much copper as an internal combustion engine vehicle – not to mention the copper required for upgrades to the electric grid.

“A normal Honda Accord needs about 40 pounds of copper. The same battery electric Honda Accord needs almost 200 pounds of copper,” said Adam Simon, U-M Professor of earth and environmental studies at the University of Michigan.

“Onshore wind turbines require about 10 tons of copper, and in offshore wind turbines, that amount can more than double.

“We show in the paper that the amount of copper needed is essentially impossible for mining companies to produce.”

The study examined 120 years of global data from copper mining companies, and calculated how much copper the US electricity infrastructure and fleet of cars would need to upgrade to renewable energy. 

It found that renewable energy’s copper needs would outstrip what copper mines can produce at the current rate. 

The shortfall is in part because of the permitting process for mining companies. The average time between discovering a new copper mineral deposit and getting a permit to build a mine is about 20 years, according to Simon.

Copper is mined by more than 100 companies operating mines on six continents. 

The researchers drew data for global copper production back to the year 1900, which told them the global amount of copper mining companies had produced over 120 years. 

They then modelled how much copper mining companies are likely to produce for the rest of the century.

The researchers found that between 2018 and 2050, the world will need to mine 115 percent more copper than has been mined in all of human history up until 2018 just to meet ‘business as usual’. 

This would meet our current copper needs and support the developing world without considering the green energy transition.

To meet the copper needs of electrifying the global vehicle fleet, as many as six new large copper mines must be brought online annually over the next several decades. 

About 40 percent of the production from new mines will be required for electric vehicle-related grid upgrades.
“I’m a huge fan of the Inflation Reduction Act. I think it’s fantastic. I’ve got solar panels, batteries and an electric vehicle,” Simon said. 

“I’m fully on board with the energy transition. However, it needs to be done in a way that’s achievable.”

Instead of fully electrifying the US fleet of vehicles, the researchers suggest focusing on manufacturing hybrid vehicles.

“We are hoping the study gets picked up by policymakers who should consider copper as the limiting factor for the energy transition, and to think about how copper is allocated,” Simon said. 

“We know, for example, that a Toyota Prius actually has a slightly better impact on climate than a Tesla. 

“Instead of producing 20 million electric vehicles in the United States and globally, 100 million battery electric vehicles each year, would it be more feasible to focus on building 20 million hybrid vehicles?”

The researchers also point out that copper will be needed for developing countries to build infrastructure, such as building an electric grid for the approximately one billion people who don’t yet have access to electricity; to provide clean water drinking facilities for the approximately two billion people who don’t have access to clean water; and wastewater treatment for the four billion people who don’t have access to sanitation facilities.

“Renewable energy technologies, clean water, wastewater, electricity – it cannot exist without copper. So, we then end up with tension between how much copper we need to build infrastructure in less developed countries versus how much copper we need for the energy transition,” Simon said.

“We think our study highlights that significant progress can be made to reduce emissions in the US.

However, the current – almost singular – emphasis on downstream manufacture of renewable energy technologies cannot be met by upstream mine production of copper and other metals without a complete mindset change about mining among environmental groups and policymakers.”

Print this page | E-mail this page

MinitecRegarl Rexnord