Global Renewable Energy Analysis

Lithium Global Supply and Production

Date posted: 2023/01/13

Lithium Supply

End use of Lithium is for :

batteries, 74%;

ceramics and glass, 14%;

lubricating greases, 3%;

continuous casting mold flux powders, 2%;

polymer production, 2%;

air treatment, 1%; and

other uses, 4%

Lithium Supply

World's has identified lithium resources of 89-million-tonnes
Substitution for lithium compounds is possible in batteries, etc

Brine based lithium - Argentina, Bolivia, Chile, China, and the United States
Mineral-based lithium - Australia, Austria, Brazil,
Canada, China, Congo (Kinshasa), Czechia, Finland, Germany, Mali, Namibia, Peru, Portugal, Serbia, Spain, the United States, and Zimbabwe

Country	Deposits in tonnnes	2021 Production
Chile	9.2M	26,000
Australia	5.7M	55000
Argentina	2.2M	6200
China	1.5M	14000
United States	0.75M	2,900
Canada	0.37M	22,000
Zimbabwe	.23M	1200
Brazil	.095M	0
Portugal	0.9M	0
Other	2.77M	0

Recycling: recycled lithium metal and lithium-ion batteries

Lithium Demand

The Lithium market was around $8 billion/year globally or 100,000tonnes in 2021 Growing at 21% per year. Demand for them is expected to increase fivefold by 2030.

Sources - usgs.gov
URL - Lithium Global Supply and Production

Rare Earth Metals Global Demand and Supply

Date posted: 2023/01/13

Rare Earth Supply

World's has Rare earth element, or REE,reserves of 120-million-tonnes Rare earths are relatively abundant in the Earths crust, but minable concentrations are less
common than for most other mineral commodities.
Substitutes are available for many applications but generally are less effective.

Country	Deposits in tonnnes	2021 Supply
China	44M	168,000
Vietnam	22M	400
Russia	21M	2,700
Brazil	21M	500
India	6.9M	2,900
Australia	4M	22,000
USA	1.8M	43,000
Sweden	1M	0
Tanzanian	0.9M	0
South Africa	0.8M	0

Recycling: Limited quantities of rare earths are recovered from batteries, permanent magnets, and fluorescent lamps

Rare Earth Elements Demand

The REE market was around $10 billion-$15 billion/year globally or 280,000tonnes in 2021 Growing at 8% per year. Demand for them is expected to increase fivefold by 2030.



Sources - usgs.gov
URL - Rare Earth Metals Global Demand and Supply

Global Electic Vehicle Market

Date posted: 2022/10/29

EV market Sales by Country

Globally about 58M Cars were sold and 14% of the cars were EVs. As of 2021, there are 21 millon EVs on the road globally and 1.4 Billion cars on the road. So aouut 1.4% of total cars on road are electric.China is the top EV market in total EV cars sold and Norway leads as a percentage of total Cars sold. Europe s the next followed by US. Rest of world is yet to get on EV bandwagon

Annual BEV and PHEV Car Sales

Country	2021 Total Car Sales	2021 Total EV Sales	BEV	PHEV	% share of total car sales
Global	58MM	7.8MM	-	00	14%
China	21MM	3.5MM	2.5MMM	1MM	29%
USA	15M	630K	-	00	5.2%
Europe	11M	2.3M	-	00	19%
Gemany	2.6M	695K	-	00	27%
Norway	176K	154K	-		85%
India	3M	-	-		-
Brazil	2M		-		-
Japan	3.6M	-	-		-

\

Top Global EV Brands

Brand	2022 Total EV Sales	2022 Total BEV Sales	PHEV Sales		% EV share
BYD			-	00	16%
Tesla			-	00	12%
Wuling			-	00	8%
Volkswagon			-	00	8%

URL - Global Electic Vehicle Market

Global Electricity Generation Fossil vs Non-fossil

Date posted: 2022/10/16

In 2020, Amoung the top 20 countries that produce 80% of electricity, France leads the list with over 90% of electricity coming from non--fossil low carbon sources. Brazil,
Canada, Spain, United Kingdom and Germany also have high percentage share of non-fossil low carbon fuel source.
Saudi Arabia, Iran, Taiwan have the lowest share.

	Fossil%	Non-Fossil%
France	9.0%	91.0%
Brazil	13.1%	86.9%
Canada	16.1%	83.9%
Spain	33.5%	66.5%
United Kingdom	38.9%	61.1%
Germany	42.7%	57.3%
Italy	56.6%	43.4%
Russia	59.4%	40.6%
United States	59.9%	40.1%
World	61.1%	38.9%
Turkey	61.8%	38.2%
South Korea	65.8%	34.2%
China	66.0%	34.0%
Australia	74.5%	25.5%
India	75.5%	24.5%
Mexico	76.8%	23.2%
Japan	76.9%	23.1%
Indonesia	82.3%	17.7%
Taiwan	83.4%	16.6%
Iran	88.7%	11.3%
Saudi Arabia	99.9%	0.1%

Source - EIA
URL - Global Electricity Generation Fossil vs Non-fossil

Related Posts - Global

• Global Electricity Generation by Country 2020

• 2021 C02 Emissions by Country

• 2021 Coal Consumption by Country

• Global Renewable Energy Share growth rate

• 2021 Renewable Energy Growth Rate by Country

• Fossil vs non-fossil fuel consumption by country

• Global Energy Mix - 6.7% Renewable Energy 17.7% Non-Fossil Fuel

• Net energy Surplus or Deficit by country

• Top countries with Renewable Energy utilization

Other Posts

• Algeria Energy Mix - 67% Natural Gas

• Philippines Energy Mix - 82% Coal and Petroleum

• Thailand Energy Mix - 44% Petroleum

• Austria Energy Mix - 27% Hydroelectric

• Kazakhstan Energy Mix - 55% Coal

• Singapore Energy Mix - 85% Petroleum

• Portugal Energy Mix - 21% Renewables

• Spain Energy Mix - 22% Natural Gas

• Sri Lanka Energy Mix - 63% Oil

• Taiwan Energy Mix - 34% Coal

• New Zealand Energy Mix - 27% Hydroelectric

• Colombia Energy Mix - 29% Hydroelectric