The Risks of Electrification According to Javier Blas: A Taste of Electricity Realism

     Highly regarded energy analyst Javier Blas recently wrote in Bloomberg about the risks of electrification. The call among climate activists, in particular, to ‘electrify everything’ is unfeasible for a number of reasons. Among them are some of the risks described by Blas. Since I can’t access the paywalled article, I am going off the summary by Doug Sheridan, an analyst who focuses on energy, economics, and policy. Javier writes that following the recent International Energy Agency Summit on the Future of Energy Security in the UK, governments are beginning to take the risks of electrification more seriously. He notes that green energy enthusiasts do not take these risks into account, and so-called climate deniers do not take the risks of growing fossil fuel use into account. He says the reality is somewhere in between.

 

The Risks of Electrification

1)        Meeting the growing demand for electricity – much of that demand in developing countries like China and India is being met with coal, with all of its environmental and CO2 emissions risks. Even in the U.S., with electricity demand growth expected to rise significantly for the first time in a couple of decades with AI developments, electrification, and re-industrialization, planned coal-fired plant retirements are expected to be delayed.

2)        Ensuring reliability with growing intermittent resources powering grids – since wind and solar are both intermittent and variable, these risks are real. Wind availability sometimes drops unexpectedly, causing problems. If dispatchable power plants (coal, gas, nuclear) are shut down to meet green targets, it makes power grids vulnerable to weather-induced availability problems.

3)        Transmission is Often Inadequate to Support Renewables – Inadequate transmission means that new renewables projects must wait months or years before they are connected to the grid. There is also public opposition and NIMBYism against transmission projects and large renewables projects that slow down adoption and grid integration. “Spending on the last few miles of connection is sorely missing. The world badly needs many more transformers and low-tension distribution lines.”

4)        Balancing Supply and Demand of Electricity – this refers to the fact that electricity must be balanced in terms of supply and demand on very short time scales to keep the system working. Balancing with high levels of variable generation (wind and solar) requires resource adequacy, which often involves redundancy and fossil fuel and/or battery back-up, which can add significant costs to the grid. Those costs will be passed on to consumers.

5)        Electricity Price Volatility – electricity prices have swung wildly compared to fossil fuel prices. This can lead to higher costs for consumers and difficult investment decisions by power generators. Renewables and the need for backup natural gas plants are the main reasons for the price volatility.

“It's good news that gov’ts are openly talking about the risks of well-intended green policies. Now, the job is to start addressing them. Flagging the problem isn't climate denialism. It's electricity realism.”

 

    

 

References:

 

It’s Electricity Realism, Not Climate Denialism. Javier Blas. Bloomberg. April 24, 2025. Energy Security: It’s Electricity Realism, Not Climate Denialism - Bloomberg

China’s New High-Purity Quartz Sand Discovery Can Ease Dependence on the U.S. Where the Spruce Pine Deposit in North Carolina is the World’s Largest HPQ Source

      While quartz, or silicon dioxide (SiO2), is very common in rocks, high-purity quartz (HPQ) is rare. Most of China’s deposits are of low purity. Among ores, only crystal, vein quartz, metamorphic quartzite, and pegmatite deposits are of sufficient quality. The different purity grades of quartz and their markets from 2018 are shown below.

     Until now, most quartz ores in China have been inadequate in purity, running less than 70% pure. HPQ products are widely used in electronics, tele-communications, aerospace, military, and solar photovoltaic industries. Semiconductor and solar panels, in particular, require HPQ. Indeed, HPQ is considered a critical mineral. China’s geologists have been exploring for HPQ in the country for several years now, and it looks like they finally hit paydirt. The new find can be processed and purified to 99.995% purity, placing it between medium-grade and high-grade, according to the chart above, and making it worth between $500 and $5000 per ton in value. Another evaluation from 2020 shows an even higher value. Below that are some market projections showing that demand is expected to increase.

     Two mines in North Carolina in the Spruce Pine quartz deposit are currently producing up to 90% of the world’s supply of the highest-grade quartz. This was noted when Hurricane Helene ravaged the area in 2024. It has been described as the most valuable acreage on the planet. Other deposits have been discovered in Russia, Brazil, India, Norway, Australia, and, most recently, China. Nearly every electronic device likely contains silicon from Spruce Pine. The mines and processing facilities are owned by Sibelco. According to an article by Tech Spot:

“How did this unassuming North Carolina town gain such an outsized role in the global semiconductor supply chain? The answer is its unique mineral deposits, which formed 380 million years ago during the collision of Africa and North America. The intense heat and lack of water during their formation created quartz rock of unparalleled purity. These rocks are extracted from the ground and turned into quartz gravel, which is then processed into a fine sand. The silicon is separated from other minerals and then goes through a final milling. The final product is a powder that is shipped to refineries.”

     Solar grade sand (HP7) can be purified to 99.997% purity, and semiconductor grade sand can be purified to 99.999% purity. HPQ has high temperature resistance, corrosion resistance, low thermal expansion, high insulation, and transparency.

     The recent discovery in China is two massive deposits totaling over 35 million tons. China imports 80% of its HPQ from the U.S., about $1.5 billion per year. The new discovery can also give China some leverage against the U.S. in the current trade conflicts. According to Global Times:

“The next steps will involve establishing an engineering and technology innovation center for high-purity quartz resource development and utilization, focusing on scientific and technological breakthroughs in ore-forming theory, exploration and evaluation techniques, as well as separation and purification technologies. A nationwide resource survey and evaluation will be coordinated, with key exploration projects deployed to determine the resource reserves of high-purity quartz and enhance domestic resource security.”

     

 

References:

 

China discovers 35 million tons of a forgotten strategic mineral: Beijing has formidable geopolitical and economic weapon. Callum Roche. AS. April 22, 2025. China discovers 35 million tons of a forgotten strategic mineral: Beijing has formidable geopolitical and economic weapon - AS USA

China discovers new mineral species vital for strategic emerging sectors like semiconductors, photovoltaics. Global Times. April 10, 2025. China discovers new mineral species vital for strategic emerging sectors like semiconductors, photovoltaics - Global Times

A Reflection on China’s high purity quartz industry and its strategic development. Junlan Zhou, Xiaoyong Yang. Material Science & Engineering International Journal. Special Issue – 2018. A Reflection on China’s high purity quartz industry and its strategic development

High Purity Quartz Ltd. Opportunity to invest in one of the few Ultra High Purity Quartz Sand producers in the World. August 2020. HPQ Presentation

Two mines in North Carolina are the world's only producer of the quartz necessary for semiconductor manufacturing. Erika Morphy. Tech Spot. March 24, 2024. Two mines in North Carolina are the world's only producer of the quartz necessary for semiconductor manufacturing | TechSpot

China’s $24 Billion Coal-to-Oil Project: 2nd Gen Direct Coal Liquefaction

      Coal-to-oil by direct liquefaction is a process that bypasses gasification, which is a normal step in indirect coal liquefaction. The DOE’s NETL describes the process of direct coal liquefaction and compares it to indirect coal liquefaction as follows:

“Direct coal liquefaction involves contacting coal directly with a catalyst {often cobalt iron-based} at elevated temperatures and pressures with added hydrogen (H2), in the presence of a solvent to form a raw liquid product which is further refined into product liquid fuels. DCL is termed direct because the coal is transformed into liquid without first being gasified to form syngas (which can then in turn be transformed into liquid products). The latter two-step approach, i.e. the coal to syngas to liquids route is termed indirect coal liquefaction (ICL). Therefore, the DCL process is, in principle, the simpler and more efficient of the two processes. It does, however, require an external source of H2, which may have to be provided by gasifying additional coal feed, biomass and/or the heavy residue produced from the DCL reactor. The DCL process results in a relatively wide hydrocarbon product range consisting of a variety of molecular weights and forms, with aromatics dominating. Accordingly, the product requires substantial upgrading to yield acceptable transportation fuels.”

     The world’s largest single coal-to-liquids (CTL) project is located in the Ningdong Energy and Chemical Industry Base, 40 km away from Yinchuan, the provincial capital of the Ningxia Hui Autonomous Region, in the western part of China. Construction began in 2013, and it was commissioned in 2016. To convert 1 ton of oil, it consumes 3.5 tons of coal and 6.1 tons of water. China has a high demand for oil but a low supply. They do, however, have a high supply of coal. Thus, the country has long developed CTL technology. Liquifying coal results in double the CO emissions relative to burning oil. It is, however, more readily captured. According to Wikipedia, this project currently makes 4 million tons/year of diesel & naphtha. The tables below show all the CTL projects in the world, non-U.S. and U.S. Most of the U.S. projects have been cancelled as uneconomical. The U.S. likely would be developing those projects if it hadn’t been for the discovery and production of significant shale gas and oil reserves over the past few decades.

Ningdong Energy and Chemical Industry Base

     The DCL technology DOE helped to develop with Hydrocarbon Technologies, Inc., HTI (now part of Headwater, Inc.), was licensed to Shenhua Corporation of China in 2002, which built a DCL plant in Erdos, Inner Mongolia based on Headwaters technology. That first DCL plant began operations in 2008. According to NETL:

“The DCL process involves adding hydrogen (hydrogenation) to the coal, breaking down its organic structure into soluble products. The reaction is carried out at elevated temperature and pressure (e.g., 750 to 850°F and 1,000 to 2,500 psia) in the presence of a solvent. The solvent is used to facilitate coal extraction and the addition of hydrogen. The solubilized products, consisting mainly of aromatic compounds, then may be upgraded by conventional petroleum refining techniques such as hydrotreating to meet final liquid product specifications.”

     China’s CTL capacity rose 24% to 11 million tons in 2023 compared to 2019. A planned 4 million ton per day CTL project expected to cost $24 billion is being developed by China Energy Investment Corporation, formerly Shenhua, and is expected to begin operations in 2027. This will be built in the Xinjiang region, which is rich in coal but remote and far away from consumers. This would make up more than a quarter of China’s current CTL capacity, but other CTL projects are in the works as well. According to Global Times, the project is expected to produce 4 million tons of CTL products annually, including 3.2 million tons from direct liquefaction and 800,000 tons from indirect liquefaction.

“The project combines coal mining, coal-to-oil conversion, coal chemicals, renewable energy, and new materials production. It features the world's first second-generation CTL technology and is the first coal-to-oil project in Xinjiang.”

"The project taps into Hami's coal and renewable energy resources to build a national coal-to-oil and gas strategic base, boosting efficient coal use and strengthening Xinjiang region's role in China's energy security," Lin Boqiang, director of the China Center for Energy Economics Research at Xiamen University, told the Global Times on Wednesday.

     It is uncertain whether carbon capture will be a feature, but that seems a likely possibility as the state-owned company operates CCS projects.

   

 

 

References:

 

China Energy Investment readies $24bn for coal-to-oil project. Ed Pearsey. Offshore Technology. October 10, 2024. China Energy Investment readies $24bn for coal-to-oil project - Offshore Technology (offshore-technology.com)

Coal liquefaction. Wikipedia. Coal liquefaction - Wikipedia

Direct Liquefaction Processes. DOE. National Energy Technology Lab (NETL). 10.6. Direct Liquefaction Processes | netl.doe.gov

Coal Gasification and Liquefaction. Civils360. February 9, 2022. Coal Gasification and Liquefaction - Explained | UPSC | Civils360 IAS

Visiting the world’s biggest single coal-to-liquid project in Yinchuan, China. Xing Zhang. June 27, 2017. IEA. Sustainable Carbon. Visiting the world's biggest single coal-to-liquid project in Yinchuan, China - ICSC

China Energy to invest $24 billion in coal-to-liquid project. October 10, 2024. DieselNet. news: China Energy to invest $24 billion in coal-to-liquid project

CHN Energy Investment Group launches 170 billion yuan project in Xinjiang's Hami. Zhang Yiyi. Global Times. October 9, 2024. CHN Energy Investment Group launches 170 billion yuan project in Xinjiang's Hami - Global Times

 

Rapid Temperature Flips May Be an Underestimated Effect of Climate Change, New Research Suggests

      New research published in Nature Communications involving a global assessment of rapid temperature flips from 1961 to 2100 found that in the areas assessed, about 60% of them have experienced more frequent, intense, and rapid temperature flips. The authors also conclude that the increase in temperature flips is also increasing and amplifying threats to natural and socio-economic systems. Potential impacts include early flowering of crops followed by frost damage, power outages, and damage to vulnerable species sensitive to temperature changes.

     Temperature flips are, of course, of two types, warm-to-cold and cold-to-warm. Warm-to-cold flip events are preceded by wetter and cloudier conditions, while cold-to-warm flip events follow drier and sunnier conditions.

     The research also modeled and estimated population exposure and compared impacts on regions with different economic conditions, noting that those in the poorer, less developed latitudes are more exposed to the impacts.

     According to the paper:

“To reveal the mechanisms underlying the temperature flips, we conduct two composite analyzes. The first compares the atmospheric conditions between flip and non-flip events, where non-flip events refer to either warm or cold events that do not flip to the opposite extremes. We examine the composite anomalies of relevant atmospheric variables on the last day of the warm (or cold) event for both warm-to-cold (or cold-to-warm) flip and non-flip events. This comparison highlights the differences in pre-existing atmospheric conditions that may influence whether a temperature flip occurs. The second analysis focuses on the evolution of atmospheric conditions during flip events by examining anomalies throughout the transition phase of the flips, which is defined as the period from the last day of the preceding warm (or cold) event to the first day of the following cold (or warm) event. This analysis allows identification of the key physical processes governing temperature flips.”

     The researchers note that it is urgent that we better understand and mitigate the accelerating hazardous temperature flips in light of global warming.

     The figure below shows the physical processes that are changed by temperature flips.

 

     

 

 

 

References:

 

Rapid flips between warm and cold extremes in a warming world. Sijia Wu, Ming Luo, Gabriel Ngar-Cheung Lau, Wei Zhang, Lin Wang, Zhen Liu, Lijie Lin, Yijing Wang, Erjia Ge, Jianfeng Li, Yuanchao Fan, Yimin Chen, Weilin Liao, Xiaoyu Wang, Xiaocong Xu, Zhixin Qi, Ziwei Huang, Faith Ka Shun Chan, David Yongqin Chen, Xiaoping Liu & Tao Pei. Nature Communications. volume 16, Article number: 3543. April 22, 2025. Rapid flips between warm and cold extremes in a warming world | Nature Communications

A Quick Primer on Oil Refining: The Journey from Crude Oil to Heavy Fuel, Kerosene, Jet Fuel, Gasoline, Naphtha, and Hydrocarbon Gas Liquids

 According to the Canadian site Energy Education:

“An oil refinery is an industrial plant where crude oil is separated into a variety of different, useful substances through a variety of chemical separation steps.”

Many refineries extract the full range of petroleum products. Others focus on a limited number of particular products, such as asphalt plants and petrochemical plants.

     The general steps in refining crude oil include fractional distillation, chemical processing, treating, blending, and storage. Other analyses separate refining into three main processes: separation, conversion, and treatment. Energy Education describes the fractional distillation process that extracts the different hydrocarbon products by temperature as follows:

“Fractional Distillation: Crude oil enters the refinery through a series of pumps and first stops at a heater. In this heater, the crude oil is heated to around 370°C. After the crude oil has been heated and is vaporized, it travels to a distillation tower. Inside these towers the vaporized crude oil is separated into fractions by utilizing their different boiling points. As the vaporized crude oil travels up the tower, fractions with different boiling points condense at different levels, separating different components of the oil. Lighter fractions like butane and propane are collected at the top with heavier fractions collected at the bottom.”

     Chemical processing is used in some newer refineries to break long hydrocarbon chains into shorter ones, a process known as conversion.

“In a vessel known as a hydrocracker, heavier petroleum fractions are exposed to heat and pressure in the presence of a catalyst to break up long hydrocarbon chains. This is useful as it converts some of the heavier fractions into more useful fractions, such as gasoline, jet fuel, and propane.”

     Treating refers mainly to removing sulfur and other impurities. Many crudes contain high levels of sulfur. Removing the sulfur makes the oil burn cleaner and more efficiently. De-sulfurization units are employed at many refineries. However, these are expensive to construct, costing hundreds of millions of dollars, and potentially raising the cost of needed products like gasoline. Government mandates for sulfur removal have been contentious over the past several years and have pulled back somewhat. Hydrogen is used in desulfurization.

     Blending creates different composite products like gasoline with different octane ratings. On-site storage is followed by distribution via pipeline, rail, or truck.

“In refineries, unprocessed crude oil is separated into a variety of different useful products. Although crude oil is not useful by itself, when separated a large number of useful hydrocarbons are obtained, primarily gasoline, diesel fuel, heating oil, jet fuel, kerosene, and propane. In addition to this, crude oil yields other important products such as natural gas liquids, petrochemical feedstocks, petroleum coke, heavy fuel oil, asphalt, lubricating oils, naphthas, and waxes. Because all of these useful products are obtained through the refining process, the refining of oil is an incredibly important step in the oil and gas industry.”

     All refineries have atmospheric distillation units that separate products based on boiling points, but more advanced ones, about 80% of all refineries now, also have vacuum distillation units where the pressure is lowered below atmospheric pressure to extract products. At low pressures, the boiling point of the atmospheric distillation units’ “bottoms” is low enough that lighter products can vaporize without cracking or degrading the oil.

     A vacuum distillation unit is depicted below.

     Gasoline was originally discarded in early refining, as kerosene was a more desirable product. Crude oil is a mixture of many hydrocarbon compounds, including paraffins, naphthenes, and more. Paraffins are the most common component in both crude oils and refined products such as gasoline. In every barrel (42 gallons) of crude oil, there are about 20 gallons of gasoline that can be extracted. The heavier extracts from distillation remain at the bottom of the tower. These are known as gas oils and are less valuable products that can be “cracked” via heat, pressure, and catalysts into lighter hydrocarbons. Excess light hydrocarbons from refining, like naphtha, can be combined with heavier hydrocarbons to make desired products. According to Slash Gear:

“While no two barrels of crude oil are the same, roughly 42% of each barrel will ultimately become gasoline, on average. Another 27% becomes diesel fuel, meaning that nearly three quarters of each barrel makes its way to the gas pump in one form or another. About 6% of each barrel becomes jet fuel, 5% becomes tar-like heavy fuel, 3% becomes light fuel, and 2% becomes other hydrocarbon fuels.”

“After all of the fuels have been removed, you're left with about 14% of the original barrel. About 4% of that will become asphalt used to make roads and sidewalks. The last 10% gets spread around to just about every industry on the planet and is where we get petroleum products from plastics to perfumes and everything in between.”

Other products made from refined crude oil include plastics (although most are now made from the natural gas liquid known as ethane), antifreeze, car tires, clothing, fertilizers, paint, soap, yarn, nylon, a whole host of petrochemicals, and much more.

     

 

References:

 

From Crude to Unleaded: How Gasoline is Made. Cassidy Ward. Slash Gear. January 11, 2024. From Crude To Unleaded: How Gasoline Is Made (slashgear.com)

Oil Refinery. Energy Education. Oil refinery - Energy Education

Oil and petroleum products explained. Refining crude oil. Energy Information Administration. Last updated: February 22, 2023. Refining crude oil - the refining process - U.S. Energy Information Administration (EIA)

Petroleum refining processes. Wikipedia. Petroleum refining processes - Wikipedia

Vacuum distillation is a key part of the petroleum refining process. Energy Information Administration. December 10, 2012. Vacuum distillation is a key part of the petroleum refining process - U.S. Energy Information Administration (EIA)

 

 

Adopt-a-Highway: Solid Waste Disposal One Piece at a Time: Useful but Hard Work

      This post reflects my own journey working with the state DOT for 25 years, picking up roadside litter. I don’t do it very often, but in my case, it’s a tough job for several reasons. When we started, it was me, my wife, and my young son. Now it is just me. We picked a section of roadway, a state route, that was a magnet for trash. It is also difficult due to the blind turns and roadside topography. In some places, a steep hillside comes just about to the edge of the road. In others, there is a steep drop-off starting near the edge of the road. Thus, it can be dangerous. When my young son was along, we had to be very careful. He stayed with my wife away from the dangerous areas.

     According to Wikipedia:

“The program originated in the 1980s when James Evans, an engineer for the Texas Department of Transportation (TxDOT), saw debris flying out of a pickup truck bed. Litter cleanup by the city was expensive, so Evans sought the help of local groups to sponsor the cleaning of sections of the highway. The efforts of Billy Black, a TxDOT public information officer, led to quarterly cleanup cycles, volunteer safety training, the issuing of reflective vests and equipment, and the posting of adopt-a-highway signs.”

Indeed, the common practice among pick-up truck owners of tossing their trash in the truck bed, only for it to blow out onto the ground, can be infuriating.

“Some states, such as Nevada, allow both Adopt-a-Highway and Sponsor-a-Highway programs. In both programs, an organization that contributes to the cleanup is allowed to post its name. However, while an adopting organization provides the volunteers who do the litter pickup, a sponsoring organization instead pays professional contractors to do the work. Because of safety concerns, the latter is more typical in highways with high traffic volumes.”

     When a group is approved for litter pick-up, they are given a sign to indicate their community service. That is free advertising. There is also some history with marginalized groups being supported or denied as Adopt-a-Highway groups. In 2001, a gay and lesbian group was denied participation in South Dakota. Later, they were allowed but could not have their name and orientation on the signs. A local strip club is allowed on signage near Pittsburgh, PA. In 2005 the American Nazi Party was allowed to have signs put up in Oregon, but vandalism of the signs led to them being taken down. Now, the party has no affiliation with Adopt-a-Highway. In 2012, the KKK in Georgia tried to get signs but were denied due to safety concerns and the group’s history of hate.  

    Working for Adopt-a-Highway in my state, Ohio, requires occasional meetings to watch videos about issues that come up, have some discussion, and to convey rules and protocol. We were told about some dangers including discarded waste from illegal meth labs. We are issued vests, and when it’s time to pick up, we go and get, or they drop off, signs and trash bags. I use metal grabbers that I have to pay for. After picking up, we fill out a sheet with info on our pick-up: number of bags, any issues that need consideration, and the strangest items found. I have found gross stuff like dirty diapers. Once I picked up a small plastic bag and noticed it was moving. There was a snake inside that was able to slither out.

     There are also many annoyances with picking up litter. Sometimes people don’t slow down when they should. Often, they don’t get over when they pass. Sometimes they can’t because of a blind turn ahead. I tend to get mad because my section of the road is always trash-heavy. The load has not declined over the 25 years I have been doing it. Littering is alive and well. I often consider that a certain percentage of the passing vehicles have people in them who have thrown the trash out. I never throw trash out, so I know it is very easy to not be a litterbug. I wonder after 25 years if there is a new generation of litterbugs. I admit, I get frustrated by the amount of trash, and I consider how many individual events of tossing occur in the intervening months between pick-ups. It is in the thousands, probably tens of thousands, over the two-mile stretch that I clean up. It reminds me that people are a-holes. There are other annoyances for me. There are not very many places to park along the way, so sometimes you have to carry what becomes a heavy bag for long distances. Sometimes the wind blows the large bags around. Sometimes broken glass or cans shredded by mowing rip the bottom of the bag, and you have to double-bag them after noticing that trash was falling out. I collect all the bags and put them in one place so the DOT can easily collect them. Last time I did this, I noticed a leak had dripped muck into my back seat. Probably stinky muck. I have to squat over ditches, empty out cans and bottles filled with water and muck. I have to reach and work on steep slopes close to the road. One thing that particularly annoys me is when people throw out bottles that are full or mostly full and capped. It is hard or impossible to pick them up with the grabber, and they make your bag heavy. One person (I assume) in particular would buy 40-ounce bottles of beer and drink a very small amount of them, and throw them out. They were heavy. What the hell? Another issue that happens on my route is ticks. I always end up with ticks after pickup. This last time I picked seven ticks off of me: five deer ticks, one lone-star tick, and one baby tick. The average is about four or five. I was going to say that it is a thankless task, but there are people who stop and say thank you, which I appreciate, as it subdues my anger a bit. I work at a fast pace, sometimes very fast, trying to get it done so the DOT can get the bags before they spend the night outside, where raccoons can tear them up. The local DOTs work early hours, I believe 7AM to 3:30 PM. My last pick up was seven hours of fast-paced work with one ten-minute break. I pick up both sides of the road separately due to the dangers on a little more than 2 miles. I estimate that I walk close to five miles in a normal pickup. I was sore after that last one. It’s a good workout. I’ll be turning 60 this year, so I won’t be able to do it forever, but I don’t plan on quitting anytime soon. One can even discern the state of the economy by the brands of beer thrown out.

 

   

 

References:

 

Adopt-a-Highway. Wikipedia. Adopt-a-Highway - Wikipedia

Rare Earth Mineral Recycling Harvests Used Batteries and Decommissioned Hard Drives from Data Centers to Help Offset Tariff-Constrained Supply from China

     Improved recycling capabilities can potentially offset part of the loss of rare earth minerals from China, but it is not a silver bullet. While the U.S. is engaged in an economically dangerous trade war with China, the world’s main supplier and processor of rare earth minerals, there is a need to source these elsewhere. One source is recycling. However, this source is often costly, so the newly created impossible costs from China are giving an incentive to recycling and may lead to breakthroughs that lower costs. These include technological breakthroughs and logistical breakthroughs.

     Redwood Materials, a company founded by Tesla co-founder JB Straubel, is set to recycle used batteries for shared mobility company Lime. Redwood recycled 20 gigawatt-hours of battery material from old cars, scooters, and other products in 2024, enough to produce 250,000 EVs.  Interesting Engineering reports:

“According to Redwood, stripping batteries for relevant elements can help recycle them to make new high-quality batteries that can be used for a wide range of purposes, from cars to phones. Their higher quality ensures they can be recycled further and returned to the supply chain up to 98 percent of the time.”

     Cycle and scooter batteries last about 500 cycles, after which they must be collected and the batteries harvested for materials. Redwood is tasked with recovering and recycling the batteries for rare earth minerals.

     Another pilot project is demonstrating the viability of rare earth minerals, this time from spent hard drives from data centers. As reported by Interesting Engineering:

“In a first-of-its-kind pilot, Western Digital, Microsoft, Critical Materials Recycling (CMR), and PedalPoint Recycling processed nearly 50,000 pounds of decommissioned hard drives and server hardware.”

“Using a new acid-free chemical method, the team extracted rare earth elements like Neodymium, Praseodymium, and Dysprosium, as well as high-purity gold, copper, aluminum, and steel.”

The process is acid-free dissolution recycling (ADR), a technology developed by the Critical Materials Innovation (CMI) Hub. The pilot showed a 90% recovery rate for rare earth minerals and base metals and 80% total materials recovery by mass. The new system for decommissioning Microsoft data center hard drives was deemed a success.

“Tom Lograsso, director of the CMI Hub, praised the team’s rapid development. “Scaling ADR from lab bench to demonstration scale in just eight years is an incredible achievement,” he said.

“With demand for hard drives climbing in tandem with AI and data storage growth, the potential to recover rare earths at scale offers a long-term solution for the U.S.”

     As noted below from a press release by Western Digital, a collaborator in the pilot project, the current recycling rate for REEs and other materials is low, less than 10%. That is likely to increase soon.

“In a multi-party pilot program, Western Digital (Nasdaq: WDC), in collaboration with Microsoft, Critical Materials Recycling (CMR) and PedalPoint Recycling has taken a major step toward closing that loop. Together, the companies transformed ~50,000 pounds of shredded end-of-life HDDs, mounting caddies and other materials into critical high-value materials, all while significantly reducing environmental impact. This pioneering process of creating a new advanced sorting ecosystem with an eco-friendly non-acid process not only recaptures essential rare earth elements but also extracts metals like gold (Au), copper (Cu), aluminum (Al) and steel, feeding them back into the U.S. supply chain, supporting industries that rely on these resources—such as electric vehicles, wind turbines, and advanced electronics. When scaled worldwide, this new recycling process could return a lot of recovered rare earths to the U.S. supply pool, drastically reducing the need for virgin material mining detrimental to people and planet. Today, most primary production (>85%) of REEs occurs outside of the U.S. and the current domestic recycling rate for REEs is very low (<10%)”

Of course, the project, and other potential projects like it, will decrease carbon emissions relative to mining and processing these materials and shore up the U.S. supply chain for them. The Critical Materials Innovation Hub is a U.S. DOE Energy Innovation Hub led by Ames National Laboratory, seeded by a $10 million grant from the DOE to develop solutions for securing REE and other critical mineral supply chains.

     Another collaborator in the project, Pedal Point Recycling, specializes in shredding components to two-inch-by-two-inch squares. The company recycles solar panels and electronics, with the goal of reducing the amount of e-waste. The world produces an estimated 62 million tons of e-waste per year. Thus, there is also a clear need from a waste-reduction perspective to recycle these materials.

  

 

References:

 

US extracts rare earths from hard drives, strikes blow to China’s dominance. Aamir Khollam. Interesting Engineering. April 21, 2025. US extracts rare earths from hard drives, strikes blow to China’s dominance

At-Scale, Hard Disk Drive Rare Earth Material Capture Program Successfully Launched in the United States. Western Digital. April 17, 2025. At-Scale, Hard Disk Drive Rare Earth Material Capture Program Successfully Launched in the United States | Western Digital

Tesla co-founder’s firm to recycle old batteries for rare earths to beat China curbs. China is countering US tariff with a ban on export of certain rare earth metals to the US. April 15, 2025. Ameya Paleja. Tesla co-founder’s firm to recycle batteries from EVs amid China curbs

Critical Materials Innovation Hub. Ames National Laboratory. Critical Materials Innovation Hub | Ames Laboratory

Our Services. Pedal Point Recycling. Services - Pedal Point Technologies

U.S. Uranium Production is Rising After Falling Off in 2019: One Mill and Seven In-Situ Leaching Plants in Operation

    Uranium is produced or able to be produced in six U.S. states: Wyoming. Texas, Nebraska, New Mexico, South Dakota, and Utah. However, current production is limited to three states: Wyoming , Texas, and Utah. It is produced at in-situ leaching plants and uranium mills. Currently, there are seven in-situ leaching plants in operation and one uranium mill in operation, the White Mesa Mill in Utah. The increase in domestic uranium production was spurred by sustained higher uranium prices. The mill also produces rare earth minerals and vanadium. It expects to continue to focus on uranium production in the future. Total U.S. uranium production in the fourth quarter of 2024 alone was higher than the total annual production for each of the years in 2019–23. The EIA notes:

“Uranium concentrate has commercial uses as the fuel for civilian nuclear reactors and in medical applications. Uranium concentrate must be processed in conversion and enrichment facilities before being fabricated in fuel rods or pellets at fuel fabrication plants. These fuel rods or pellets can then be loaded into civilian nuclear reactors.”

 

Fourth-quarter 2024

“U.S. production of uranium concentrate (U3O8) in the fourth quarter of 2024 totaled 375,401 pounds U3O8, more than triple the third quarter production of 121,296 pounds U3O8. This quarter’s total uranium production occurred at seven facilities, four in Wyoming (Nichols Ranch ISR Project, Lost Creek Project, Ross CPP and Smith Ranch-Highland Operation), two in Texas (Alta Mesa Project and Rosita), and one in Utah (White Mesa Mill).”

 

 

References:

 

U.S. uranium production in 2024 was highest in six years. Energy Information Administration. April 2, 2025. U.S. uranium production in 2024 was highest in six years - U.S. Energy Information Administration (EIA)

Domestic Uranium Production Report – Quarterly Data for 4th Quarter 2024.  Release Date: March 13, 2025. Domestic Uranium Production Report - Quarterly - U.S. Energy Information Administration (EIA)

 

 

Lithospheric Foundering Under the Sierra Nevada: New Rare Evidence?

      Lithospheric foundering, or delamination, refers to the loss and sinking (foundering) of a portion of the lowermost lithosphere from the tectonic plate to which it was attached. The lower part of the lithosphere, called the mantle lithosphere, is denser than the asthenosphere below it. According to Wikipedia:

“Delamination occurs when the lower continental crust and mantle lithosphere break away from the upper continental crust. There are two conditions that need to be met in order for delamination to proceed:

·       The lower lithosphere must be denser than the asthenosphere.

·       The intrusion of more buoyant asthenosphere making contact with the crust and replacing dense lower lithosphere must occur.

Density inversions are more likely to occur where there are high mantle temperatures. This limits this phenomenon to arc environments, volcanic rifted margins and continental areas undergoing extension.”

     There are two main geological effects of delamination: uplift of the crustal lithosphere into mountain ranges and volcanism as hot mantle material breaks through the thinned lithosphere.

     When Seismologist Deborah Kilb was studying California Earthquake records, she noticed a series of quakes that should have been too deep into the mantle for seismic activity due to the high pressures and temperatures. The source of these quakes was nearly twice as deep as the deepest California earthquake epicenters at about 11km (6 miles). The deeper quakes were centered 18km (11 miles) below the surface. Some quakes were 20-40km (12.4-25 miles) below the surface.

     Kilb shared the earthquake data with Vera Schulte-Pelkum, a research scientist at the Cooperative Institute for Research in Environmental Sciences and an associate research professor of geological sciences at the University of Colorado Boulder, who was studying deep rock deformations under the Sierra Nevada. They then utilized a seismic technique known as receiver function analysis to image the rocks below the Sierra Nevada. The scientists found that in the central region of the mountain range, Earth’s crust is currently peeling away from the bottom in the process of delamination, or lithospheric foundering, with the lowest layers melting deeper into the mantle.

     Lithospheric foundering has been studied in several places, including under the Andean plateau and under Tibet. The process has been associated with batholiths – igneous rock intrusions, usually granitic, and found near mountain fold belts. Knowledge of lithospheric foundering can offer insights into the formation of continents. There are indications of lithospheric foundering on Venus, where there is no plate tectonics. Below is a map of faults and lithospheric structures under Tibet, and below that is a similar map under the Central Andes.

“Lithospheric foundering is the process of the denser materials being pulled to the bottom, while the less dense material emerges at the top, resulting in land creation. “It’s dumping some of this denser stuff into this gooey, solid mantle layer underneath and sort of basically detaching it so it stops pulling on the less dense stuff above,” she {Kilb} explained.”

     Under Sierra Nevada, they found a distinct layer about 40 to 70 kilometers (25 to 43 miles) deep with characteristics different from those of the rock around it. This is the layer being peeled off.

     There is an ongoing debate about whether the mantle anomaly identified under the Sierra Nevada is due to lithospheric foundering or subduction. There is scant evidence of lithospheric foundering due to the difficulty of imaging at great depths. Thus, the new research may offer some rare evidence. Graphics from the paper are below.   

 

  

References:

 

Scientists stumble across rare evidence that Earth is peeling underneath the Sierra Nevada. Taylor Nicioli, CNN. April 18, 2025. Earth is peeling underneath the Sierra Nevada, rare evidence shows | CNN

Earth's crust is peeling away under California. Stephanie Pappas. Live Science. February 1, 2025. Earth's crust is peeling away under California | Live Science

Lithospheric Foundering in Progress Imaged Under an Extinct Continental Arc. Vera Schulte-Pelkum and Deborah Kilb. Geophysical Research Letters. Volume51, Issue 24. December 13, 2024. Lithospheric Foundering in Progress Imaged Under an Extinct Continental Arc - Schulte‐Pelkum - 2024 - Geophysical Research Letters - Wiley Online Library

Crustal bobbing in response to lithospheric foundering recorded by detrital proxy records from the central Andean Plateau. B. Carrapa; G. Jepson; P.G. DeCelles; S.W.M. George; M. Ducea; C. Campbell; R.R. Dawson (née Canavan). Geology (2025) 53 (1): 29–33. Crustal bobbing in response to lithospheric foundering recorded by detrital proxy records from the central Andean Plateau | Geology | GeoScienceWorld

Lithospheric foundering and underthrusting imaged beneath Tibet. Min Chen, Fenglin Niu, Jeroen Tromp, Adrian Lenardic, Cin-Ty A. Lee, Wenrong Cao & Julia Ribeiro. Nature Communications volume 8, Article number: 15659 (2017). Lithospheric foundering and underthrusting imaged beneath Tibet | Nature Communications

Delamination (geology). Wikipedia. Delamination (geology) - Wikipedia

Plateau Formation Controlled by Lithospheric Foundering Under a Weak Crust. M. McMillan, L. M. Schoenbohm, A. R. Tye. Geophysical Research Letters. Volume 50, Issue16. August 22, 2023. Plateau Formation Controlled by Lithospheric Foundering Under a Weak Crust - McMillan - 2023 - Geophysical Research Letters - Wiley Online Library