Energy

Visualizing China’s Dominance in Clean Energy Metals

Published

1 year ago

January 23, 2022

Bruno Venditti

Graphics/Design:

Pernia Jamshed

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Visualizing China’s Dominance in Clean Energy Metals

This was originally posted on Elements. Sign up to the free mailing list to get beautiful visualizations on natural resource megatrends in your email every week.

Renewable sources of energy are expected to replace fossil fuels over the coming decades, and this large-scale transition will have a downstream effect on the demand of raw materials. More green energy means more wind turbines, solar panels, and batteries needed, and more clean energy metals necessary to build these technologies.

This visualization, based on data from the International Energy Agency (IEA), illustrates where the extraction and processing of key metals for the green revolution take place.

It shows that despite being the world’s biggest carbon polluter, China is also the largest producer of most of the world’s critical minerals for the green revolution.

Where Clean Energy Metals are Produced

China produces 60% of all rare earth elements used as components in high technology devices, including smartphones and computers.

The country also has a 13% share of the lithium production market, which is still dominated by Australia (52%) and Chile (22%). The highly reactive element is key to producing rechargeable batteries for mobile phones, laptops, and electric vehicles.

China's Share	Extraction	Processing
Copper	8%	40%
Nickel	5%	35%
Cobalt	1.5%	65%
Rare Earths	60%	87%
Lithium	13%	58%

But even more than extraction, China is the dominant economy when it comes to processing operations. The country’s share of refining is around 35% for nickel, 58% for lithium, 65% for cobalt, and 87% for rare earth elements.

Despite being the largest economy in the world, the U.S. does not appear among the largest producers of any of the metals listed. To shorten the gap, the Biden administration recently launched an executive order to review the American strategy for critical and strategic materials.

It’s also worth noting that Russia also does not appear among the top producers when it comes to clean energy metals, despite being one of the world’s leading producers of minerals like copper, iron, and palladium.

Low Regulation in the Clean Metal Supply Chain

While China leads all countries in terms of cobalt processing, the metal itself is primarily extracted in the Democratic Republic of Congo (DRC). Still, Chinese interests own 15 of the 17 industrial cobalt operations in the DRC, according to a data analysis by The New York Times and Benchmark Mineral Intelligence.

Unfortunately, the DRC’s cobalt production has been criticized due to reports of corruption and lack of regulation.

Part of the Congolese cobalt comes from artisanal mines with low regulation. Of the 255,000 Congolese artisanal miners, an estimated 40,000 are children, some as young as six years old.

The Rise of Clean Energy Metals

The necessary shift from fossil fuels to renewable energy opens up interesting questions about how geopolitics, and these supply chains, will be affected.

In the race to secure raw materials needed for the green revolution, new world powers could emerge as demand for clean energy metals grows.

For now, China has the lead.

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Energy

Visualizing the Scale of Global Fossil Fuel Production

How much oil, coal, and natural gas do we extract each year? See the scale of annual fossil fuel production in perspective.

Published

6 days ago

January 31, 2023

Govind Bhutada

The Scale of Global Fossil Fuel Production

This was originally posted on Elements. Sign up to the free mailing list to get beautiful visualizations on natural resource megatrends in your email every week.

Fossil fuels have been our predominant source of energy for over a century, and the world still extracts and consumes a colossal amount of coal, oil, and gas every year.

This infographic visualizes the volume of global fossil fuel production in 2021 using data from BP’s Statistical Review of World Energy.

The Facts on Fossil Fuels

In 2021, the world produced around 8 billion tonnes of coal, 4 billion tonnes of oil, and over 4 trillion cubic meters of natural gas.

Most of the coal is used to generate electricity for our homes and offices and has a key role in steel production. Similarly, natural gas is a large source of electricity and heat for industries and buildings. Oil is primarily used by the transportation sector, in addition to petrochemical manufacturing, heating, and other end uses.

Here’s a full breakdown of coal, oil, and gas production by country in 2021.

Coal Production

If all the coal produced in 2021 were arranged in a cube, it would measure 2,141 meters (2.1km) on each side—more than 2.5 times the height of the world’s tallest building.

China produced 50% or more than four billion tonnes of the world’s coal in 2021. It’s also the largest consumer of coal, accounting for 54% of coal consumption in 2021.

Rank	Country	2021 Coal Production (million tonnes)	% of Total
#1	🇨🇳 China	4,126.0	50%
#2	🇮🇳 India	811.3	10%
#3	🇮🇩 Indonesia	614.0	8%
#4	🇺🇸 U.S.	524.4	6%
#5	🇦🇺 Australia	478.6	6%
#6	🇷🇺 Russia	433.7	5%
#7	🇿🇦 South Africa	234.5	3%
#8	🇩🇪 Germany	126.0	2%
#9	🇰🇿 Kazakhstan	115.7	1%
#10	🇵🇱 Poland	107.6	1%
	🌍 Other	600.9	7%
	Total	8,172.6	100%

India is both the second largest producer and consumer of coal. Meanwhile, Indonesia is the world’s largest coal exporter, followed by Australia.

In the West, U.S. coal production was down 47% as compared to 2011 levels, and the descent is likely to continue with the clean energy transition.

Oil Production

In 2021, the United States, Russia, and Saudi Arabia were the three largest crude oil producers, respectively.

Rank	Country	2021 Oil Production (million tonnes)	% of Total
#1	🇺🇸 U.S.	711.1	17%
#2	🇷🇺 Russia	536.4	13%
#3	🇸🇦 Saudi Arabia	515.0	12%
#4	🇨🇦 Canada	267.1	6%
#5	🇮🇶 Iraq	200.8	5%
#6	🇨🇳 China	198.9	5%
#7	🇮🇷 Iran	167.7	4%
#8	🇦🇪 UAE	164.4	4%
#9	🇧🇷 Brazil	156.8	4%
#10	🇰🇼 Kuwait	131.1	3%
	🌍 Other	1172.0	28%
	Total	4221.4	100%

OPEC countries, including Saudi Arabia, made up the largest share of production at 35% or 1.5 billion tonnes of oil.

U.S. oil production has seen significant growth since 2010. In 2021, the U.S. extracted 711 million tonnes of oil, more than double the 333 million tonnes produced in 2010.

Natural Gas Production

The world produced 4,036 billion cubic meters of natural gas in 2021. The above graphic converts that into an equivalent of seven billion cubic meters of liquefied natural gas (LNG) to visualize it on the same scale as oil and gas.

Here are the top 10 producers of natural gas in 2021:

Rank	Country	2021 Natural Gas Production (billion m³)	% of Total
#1	🇺🇸 U.S.	934.2	23%
#2	🇷🇺 Russia	701.7	17%
#3	🇮🇷 Iran	256.7	6%
#4	🇨🇳 China	209.2	5%
#5	🇶🇦 Qatar	177.0	4%
#6	🇨🇦 Canada	172.3	4%
#7	🇦🇺 Australia	147.2	4%
#8	🇸🇦 Saudi Arabia	117.3	3%
#9	🇳🇴 Norway	114.3	3%
#10	🇩🇿 Algeria	100.8	2%
	🌍 Other	1106.3	27%
	Total	4,036.9	100%

The U.S. was the largest producer, with Texas and Pennsylvania accounting for 47% of its gas production. The U.S. electric power and industrial sectors account for around one-third of domestic natural gas consumption.

Russia, the next-largest producer, was the biggest exporter of gas in 2021. It exported an estimated 210 billion cubic meters of natural gas via pipelines to Europe and China. Around 80% of Russian natural gas comes from operations in the Arctic region.