Watch the U.S. Electricity Grid Evolve Before Your Eyes
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Watch the U.S. Electricity Grid Evolve Before Your Eyes

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In a previous post, we looked at the evolution of America’s energy supply, showing how the country’s energy mix has changed from 1776 until today. There were many changes in technology and society over this extended time period, and the changes are quite eye-opening. Wood dominated until steam engine technology developed, and coal took over. Then electricity was discovered, and that gave rise to generating power in all kinds of ways: nuclear, hydro, gas, wind, solar, and more.

While the magnitude of such changes is obvious over centuries, there is even a surprising number of developments just in recent decades.

The below animated .gif, which starts with data from 1990, displays the evolution of how electricity is generated in every U.S. state up until 2014.

In this stretch of just 24 years, the way we generate electricity has evolved dramatically:

Watch the U.S. Electricity Grid Evolve Before Your Eyes
Even in 2006, the country got about 50% of its electricity from coal. As we noted in our post that visualized every power plant in the United States, the share that coal now has is closer to 34%.

Why is coal declining? The surge in the use of natural gas and renewables.

Natural gas power now generates 30% of the U.S. electricity, and renewable sources such as solar and wind have grown significantly in the last decade.

In 2005, there were zero states that generated more than 10% of their electricity from renewables. Today, that number is up to 11 states.

Original graphics by: Synapse Energy, RenewEconomy

 

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Energy

Visualizing China’s Dominance in Clean Energy Metals

Despite being the world’s biggest carbon emitter, China is also a key producer of most of the critical minerals for the green revolution.

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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 ShareExtractionProcessing
Copper 8%40%
Nickel 5%35%
Cobalt 1.5%65%
Rare Earths 60%87%
Lithium13%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

Ranked: Nuclear Power Production, by Country

Nuclear power accounted for 10% of global electricity generated in 2020. Here’s a look at the largest nuclear power producers.

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Nuclear Power Production by Country

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.

Nearly 450 reactors around the world supply various nations with nuclear power, combining for about 10% of the world’s electricity, or about 4% of the global energy mix.

But while some countries are turning to nuclear as a clean energy source, nuclear energy generation overall has seen a slowdown since its peak in the 1990s.

The above infographic breaks down nuclear electricity generation by country in 2020 using data from the Power Reactor Information System (PRIS).

Ranked: The Top 15 Countries for Nuclear Power

Just 15 countries account for more than 91% of global nuclear power production. Here’s how much energy these countries produced in 2020:

RankCountryNumber of Operating ReactorsNuclear Electricity Supplied
[GWh]
% share
#1U.S. 🇺🇸96789,91930.9%
#2China 🇨🇳50344,74813.5%
#3France 🇫🇷58338,67113.3%
#4Russia 🇷🇺39201,8217.9%
#5South Korea 🇰🇷24152,5836.0%
#6Canada 🇨🇦1992,1663.6%
#7Ukraine 🇺🇦1571,5502.8%
#8Germany 🇩🇪660,9182.4%
#9Spain 🇪🇸755,8252.2%
#10Sweden 🇸🇪747,3621.9%
#11U.K. 🇬🇧1545,6681.8%
#12Japan 🇯🇵3343,0991.7%
#13India 🇮🇳2240,3741.6%
#14Belgium 🇧🇪732,7931.3%
#15Czechia 🇨🇿628,3721.1%
Rest of the World 🌎44207,3408.1%
Total4482,553,208100.0%

In the U.S., nuclear power produces over 50% of the country’s clean electricity. Additionally, 88 of the country’s 96 operating reactors in 2020 received approvals for a 20-year life extension.

China, the world’s second-largest nuclear power producer, is investing further in nuclear energy in a bid to achieve its climate goals. The plan, which includes building 150 new reactors by 2035, could cost as much as $440 billion.

On the other hand, European opinions on nuclear energy are mixed. Germany is the eighth-largest on the list but plans to shutter its last operating reactor in 2022 as part of its nuclear phase-out. France, meanwhile, plans to expand its nuclear capacity.

Which Countries Rely Most on Nuclear Energy?

Although total electricity generation is useful for a high-level global comparison, it’s important to remember that there are some smaller countries not featured above where nuclear is still an important part of the electricity mix.

Here’s a breakdown based on the share of nuclear energy in a country’s electricity mix:

RankCountryNuclear Share of Electricity Mix
#1France 🇫🇷70.6%
#2Slovakia 🇸🇰53.1%
#3Ukraine 🇺🇦51.2%
#4Hungary 🇭🇺48.0%
#5Bulgaria 🇧🇬40.8%
#6Belgium 🇧🇪39.1%
#7Slovenia 🇸🇮37.8%
#8Czechia 🇨🇿37.3%
#9Armenia 🇦🇲34.5%
#10Finland 🇫🇮33.9%
#11Switzerland 🇨🇭32.9%
#12Sweden 🇸🇪29.8%
#13South Korea 🇰🇷29.6%
#14Spain 🇪🇸22.2%
#15Russia 🇷🇺20.6%
#16Romania 🇷🇴19.9%
#17United States 🇺🇸19.7%
#18Canada 🇨🇦14.6%
#19United Kingdom 🇬🇧14.5%
#20Germany 🇩🇪11.3%

European countries dominate the leaderboard with 14 of the top 15 spots, including France, where nuclear power is the country’s largest source of electricity.

It’s interesting to note that only a few of these countries are top producers of nuclear in absolute terms. For example, in Slovakia, nuclear makes up 53.6% of the electricity mix—however, the country’s four reactors make up less than 1% of total global operating capacity.

On the flipside, the U.S. ranks 17th by share of nuclear power in its mix, despite producing 31% of global nuclear electricity in 2020. This discrepancy is largely due to size and population. European countries are much smaller and produce less electricity overall than larger countries like the U.S. and China.

The Future of Nuclear Power

The nuclear power landscape is constantly changing.

There were over 50 additional nuclear reactors under construction in 2020, and hundreds more are planned primarily in Asia.

As countries turn away from fossil fuels and embrace carbon-free energy sources, nuclear energy might see a resurgence in the global energy mix despite the phase-outs planned in several countries around the globe.

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