Lithium Valley (2018)

12

Global Renewables Capacity 2005 - 2017 with Projections to 2025

2500

6000

Figure 12: Growth of wind and solar capacity, and projected growth

Wind Wind Projection Solar PV

5000

2000

4000

Solar PV Projection Solar CST Projection Batteries Projection

1500

including storage to 2025

3000

1000

2000

500

1000

0

0

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Source: Future Smart Strategies

Rare earths account for approximately 30% of the materials (by weight) in a permanent magnet. A modern, high-powered turbine uses approximately 650kg/MW of permanent magnets. 21 This means that the permanent magnet for a 5MW high-powered turbine will include approximately 975kg of rare earth material. This is almost ten times the mass of rare earths used in older turbines, due to a redesign that dramatically simplifies the turbine manufacture, reduces the number of components, overall weight and significantly improves wind turbine reliability. 22

13

Electric Vehicle Transition Global new vehicle annual sales to 2017 projected to 2030

Figure 13: Global projection annual car

100 110 120

0 10 20 30 40 50 60 70 80 90

sales and transition to electric vehicles including Hybrids, PHEVs and BEVs to 2030

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030

ICE Vehicles

Hybrid Plug-in hybrid EVs

Battery EVs

Source: Vehicle data OICA; Inside EVs; International Energy Agency; Future Smart Strategies (24 April 2018)

Similarly, the rapid growth in electrically powered transportation vehicles (e.g. scooters to ferries,

21 Pavel C., Lacal-Arantegui R., Marmier A., Schuler D., Tzimas E., Buchert M., Jensiet W., Blagoeva D., “Substitution strategies for reducing the use of rare earths in wind turbines”, Resources Policy, Vol 52, p349-357, https://reader.else- vier.com/reader/sd/408E915E7B100F83057CB4E05E82E1724244265661913473905CF84F9E6C36D01CCC24B8EE- A13A35FE0F7BB5F7AFA4E8 . (Accessed: 01 May 2018) 22 Hart K, McDonald A, Polinder H, Corr E, Carroll J, IMPROVED COST OF ENERGY COMPARISON OF PERMANENT MAGNET GENERATORS FOR LARGE OFFSHORE WIND TURBINES, https://repository.tudelft.nl/islandora/object/ uuid:10d2436b-f0f0-436c-999f-9bdff4600182/datastream/OBJ . Accessed: 01 May 2018)

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