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01 / 05
No, We Won’t Run Out of Resources

Blog Post | Mineral Production

No, We Won’t Run Out of Resources

We’ve been adapting to resource scarcity for millennia. The idea that we would stop today, at the pinnacle of our development so far, is a peculiar one.

Summary: This article challenges the pessimistic view that human progress will soon come to a halt due to resource scarcity. It argues that humans are problem solvers who can adapt to changing circumstances and find new ways of using resources more efficiently. It illustrates this point with the example of germanium, a mineral that has been extracted from different sources over time depending on the demand and availability.


Pessimists often claim that human progress is about to come to a screeching halt. They say that the resources that make progress possible are about to run out, dooming us to a reversal in living standards. The Club of Rome, along with nearly every environmentalist, tells us that incessantly, usually pointing to a supposed mineral shortage that will end civilization. The pessimists insist that everything must be recycled and that we must have a completely circular economy. Alas, they fail to understand how the mineral industry actually works. On a deeper level, they fail to understand that humans have agency. We are not merely buffeted by the natural world but can solve problems ourselves.

Another group that fails to appreciate our problem-solving ability is the American Chemical Society (ACS). The Society has a list of “endangered elements,” which they think might run out in the near future. The idea that we could run out of hafnium is enough to make geologists guffaw – I actually tried this once, and that’s what happened: not just giggles but proper belly laughs. Germanium, another on that list of likely shortages, illustrates my point even better. The world doesn’t use much of it, perhaps 150 tons a year. Some of that is recycled. (There’s nothing wrong with recycling, but insisting that we must recycle is wrong.)

We first started using germanium for electronics before we switched to using silicon computer chips. Germanium is still the material of choice for getting a warm and fuzzy sound on a guitar pedal, but today, germanium is mostly used for night sights and long-distance fiber optics. That’s because adding a little germanium to glass allows it to carry light for longer distances. So, we like having germanium around, and we would miss it if we ran out.

Early germanium extraction methods used coal. There’s a little germanium in nearly all coal and more in certain other deposits. If you collect the vapor after burning coal, the germanium concentrates in the ash and can be collected. The chemical company Johnson Matthey used to have a plant in Cheshire, England, to the delight of fuzzy guitar pedal enthusiasts. Later, we realized that certain zinc ores could also provide germanium, and the world supply pivoted to a zinc mine in DR Congo. Then, we got wise to the harmful effects of coal dust floating around the countryside. Coal power plants installed electrostatic precipitators on their chimneys to collect the dust, and coal once again became the primary source of the world’s germanium.

It might seem lucky that today’s germanium supply is just a byproduct of producing electricity. But to think of it as luck is to get things the wrong way around. We are problem solvers, not just the recipients of happenstance. In the absence of that luck, we could build a factory to do it anyway. That’s how the world’s largest germanium producer, in China, works. They mine coal, burn it in a power station, and collect the germanium-infused dust. Rumor has it – and it might just be a rumor because it’s so cute – that the germanium content is so rich that they give the electricity away to the local town for free.

The point of my germanium example is to show that we are not dependent on the current methods of mineral extraction, nor do we need luck to avoid shortages. We are tool-making creatures. If we have a problem, we study the world around us and develop a way to solve it.

Like germanium, every item on the ACS list of “endangered elements” actually has a vast current supply. The current mineral extraction methods might have problems, but the total amount of resources that we can use is imponderable. And if our current methods come up a little short, we’ll find better methods of extraction.

Our adaptive abilities should be obvious, though they clearly are not. We’ve been adapting to resource scarcity for millennia, and the idea that we would stop today, at the pinnacle of our development so far, is a peculiar one.

South China Morning Post | Energy Production

China Reaches Energy Milestone by “Breeding” Uranium from Thorium

“An experimental reactor developed in the Gobi Desert by the Chinese Academy of Sciences’ Shanghai Institute of Applied Physics has achieved thorium-to-uranium fuel conversion, paving the way for an almost endless supply of nuclear energy.

The achievement makes the 2 megawatt liquid-fuelled thorium-based molten salt reactor (TMSR) the only operating example of the technology in the world to have successfully loaded and used thorium fuel.

According to the academy, the experiment has provided initial proof of the technical feasibility of using thorium resources in molten salt reactor systems and represents a major leap forward for the technology.

It is the first time in the world that scientists have been able to acquire experimental data on thorium operations from inside a molten salt reactor, according to a report by Science and Technology Daily.”

From South China Morning Post.

MIT Technology Review | Mineral Production

The Company Planning a Lithium Empire at the Great Salt Lake

“Lilac Solutions is pioneering a new type of lithium extraction that could double US production in two years and shake up the industry…

The company uses proprietary beads to draw lithium ions from water and says its process can extract lithium using a tenth as much water as the alumina sorbent technology that dominates the DLE industry. Lilac also highlights its all-American supply chain. Technology originally developed by Koch Industries, for example, uses some Chinese-made components. Lilac’s beads are manufactured at the company’s plant in Nevada. 

Lilac says the beads are particularly well suited to extracting lithium where concentrations are low. That doesn’t mean they could be deployed just anywhere—there won’t be lithium extraction on the Hudson River anytime soon. But Lilac’s tech could offer significant advantages over what’s currently on the market. And forgoing plans to become a major producer itself could enable the company to seize a decent slice of global production by appealing to lithium miners companies looking for the best equipment.”

From MIT Technology Review.

IEEE Spectrum | Mineral Production

New Process Produces Critical Battery Metals with No Waste

“Christchurch-based Aspiring Materials has developed a patented chemical process that produces multiple valuable minerals from olivine, leaving no harmful waste behind. Perhaps most interesting to the energy sector is the rarest of its products—hard-to-source nickel-manganese-cobalt hydroxide that is increasingly required for lithium-ion battery production…

About 50 percent of what the process makes is silica that can be a partial replacement for Portland cement, the most common variety of cement in the world. About 40 percent is a magnesium product suitable for use in carbon sequestration, wastewater treatment, and alloy manufacturing, among other things. The final 10 percent is a mixed metal product—iron combined with small quantities of a nickel-manganese-cobalt hydroxide. The battery industry calls it NMC, and it is the go-to material for high-power applications.

Danczyk explains that at the end of the extraction process, they’re left only with a salty brine.”

From IEEE SPectrum.

Financial Times | Mineral Production

Fusion Energy Start-up Claims to Have Cracked Alchemy

“A fusion energy start-up claims to have solved the millennia-old challenge of how to turn other metals into gold.

Chrysopoeia, commonly known as alchemy, has been pursued by civilisations as far back as ancient Egypt. Now San Francisco-based Marathon Fusion, a start-up focused on using nuclear fusion to generate power, has said the same process could be used to produce gold from mercury.

In an academic paper published last week, Marathon proposes that neutrons released in fusion reactions could be used to produce gold through a process known as nuclear transmutation…

The most common experimental approach to fusion uses a device called a tokamak to heat two hydrogen isotopes — usually deuterium and tritium — to extreme temperatures so that they fuse to create helium and vast amounts of energy in the form of neutrons.

Most plans for potential fusion power plants aim to combine some of the neutrons with lithium isotopes in a ‘breeding blanket’ to create more tritium for future reactions.

Marathon’s proposal is to also introduce a mercury isotope, mercury-198, into the breeding blanket and use the high-energy neutrons to turn it into mercury-197.

Mercury-197 is an unstable isotope that then decays over about 64 hours into gold-197, the only stable isotope of the metal.

Rutkowski and Schiller say this means future fusion power plants that adopt this approach would be able to produce 5,000kg of gold a year, per gigawatt of electricity generation, without reducing the power output or tritium-breeding capacity of the system.”

From Financial Times.