“If you buy an EV today it will likely get cleaner over the years as the grid gets cleaner.”
Maybe not…
"Battery anodes for electric vehicles (EVs) and energy storage systems rely on graphite for more than 90% of their raw materials. With no immediate, widescale alternative, ESG issues have come into sharper focus as consumers question the sustainability of existing supply chains.
Natural graphite, mined mainly in China and, increasingly, Mozambique and Madagascar, is subject to traditional mining ESG concerns, such as water use and equipment and transport emissions. However, battery-grade graphite involves intensive purification and shaping into spherical form, which relies on large quantities of hydrofluoric acid (HF). This downstream process, currently only done in China, has much deeper ESG concerns.
Lithium: high water consumption versus high carbon emissions?
The lithium sector faces a binary problem. Buyers – auto manufacturers, cathode manufacturers and other OEMs – must choose between two routes: brine or mineral sources. Each involves a distinct ESG challenge, centred on either water consumption or carbon emissions.
Brine sources:
Concerns over high water consumption at lithium brine operations have led to conflicts with local and state authorities in South America, and investigations into the efficacy of production. Plus, brine producers not only have greater water consumption rates than mineral concentrate producers, but they’re operating in some of the driest places on earth, with high levels of water risk.
Mineral sources:
Most lithium mineral concentrate is shipped to Chinese refineries reliant on coal power. In terms of embedded emissions per tonne of refined lithium produced, this refining stage contributes 70-90% of all carbon emissions within the mineral concentrate supply route. This doubling up effect, of high energy consumption and high emission fuel use within the mineral supply chain, makes refined lithium produced via mineral concentrate 3.5 times more CO2 intense than brine.
The list goes on…
https://www.woodmac.com/news/opinion/energy-transition-metal…