Resource Demand Scenarios for the Major Metals - Environmental

The growth in metal use in the past few decades raises concern that supplies may be insufficient to meet demands in the future. From the perspective o...
0 downloads 10 Views 681KB Size
Subscriber access provided by UNIVERSITY OF TOLEDO LIBRARIES

Policy Analysis

Resource Demand Scenarios for the Major Metals Ayman Elshkaki, Thomas E. Graedel, Luca Ciacci, and Barbara K. Reck Environ. Sci. Technol., Just Accepted Manuscript • DOI: 10.1021/acs.est.7b05154 • Publication Date (Web): 30 Jan 2018 Downloaded from http://pubs.acs.org on February 7, 2018

Just Accepted “Just Accepted” manuscripts have been peer-reviewed and accepted for publication. They are posted online prior to technical editing, formatting for publication and author proofing. The American Chemical Society provides “Just Accepted” as a service to the research community to expedite the dissemination of scientific material as soon as possible after acceptance. “Just Accepted” manuscripts appear in full in PDF format accompanied by an HTML abstract. “Just Accepted” manuscripts have been fully peer reviewed, but should not be considered the official version of record. They are citable by the Digital Object Identifier (DOI®). “Just Accepted” is an optional service offered to authors. Therefore, the “Just Accepted” Web site may not include all articles that will be published in the journal. After a manuscript is technically edited and formatted, it will be removed from the “Just Accepted” Web site and published as an ASAP article. Note that technical editing may introduce minor changes to the manuscript text and/or graphics which could affect content, and all legal disclaimers and ethical guidelines that apply to the journal pertain. ACS cannot be held responsible for errors or consequences arising from the use of information contained in these “Just Accepted” manuscripts.

Environmental Science & Technology is published by the American Chemical Society. 1155 Sixteenth Street N.W., Washington, DC 20036 Published by American Chemical Society. Copyright © American Chemical Society. However, no copyright claim is made to original U.S. Government works, or works produced by employees of any Commonwealth realm Crown government in the course of their duties.

Page 1 of 26

Environmental Science & Technology

1 2

Resource Demand Scenarios for the Major Metals

3 4

Ayman Elshkaki1, T. E. Graedel1*, Luca Ciacci1,2, Barbara K. Reck1

5 6 7

1

New Haven, CT 06511, USA

8 9 10

Center for Industrial Ecology, School of Forestry and Environmental Studies, Yale University,

2

Department of Industrial Chemistry “Toso Montanari”, Alma Mater Studiorum - University of Bologna, Bologna 40136, Italy

11 12 13

* Corresponding author. Tel.: +1-203-432 9733; Fax: +1-203-432 5556

14

E-mail address: [email protected]

15

ORCID ID: 0000-0002-4007-3189

16 17 18

Keywords: Scenario, aluminum, copper, iron, lead, manganese, nickel, zinc

19

1 ACS Paragon Plus Environment

Environmental Science & Technology

Page 2 of 26

20 21

Abstract

22 23

The growth in metal use in the past few decades raises concern that supplies may be insufficient

24

to meet demands in the future. From the perspective of historical and current use data for seven

25

major metals – iron, manganese, aluminum, copper, nickel, zinc, and lead – we have generated

26

several scenarios of potential metal demand from 2010-2050 under alternative patterns of global

27

development. We have also compared those demands with various assessments of potential

28

supply to mid-century. Five conclusions emerge: (1) The calculated demand for each of the

29

seven metals doubles or triples relative to 2010 levels by mid-century; (2) The largest demand

30

increases relate to a scenario in which increasingly equitable values and institutions prevail

31

throughout the world; (3) The metal recycling flows in the scenarios meet only a modest fraction

32

of future metals demand for the next few decades; (4) In the case of copper, zinc, and perhaps

33

lead, supply may be unlikely to meet demand by about mid-century under the current use

34

patterns of the respective metals; (5) Increased rates of demand for metals imply substantial new

35

energy provisioning, leading to increases in overall global energy demand of 21-37%. These

36

results imply that extensive technological transformations and governmental initiatives could be

37

needed over the next several decades in order that regional and global development and

38

associated metal demand are not to be constrained by limited metal supply.

39 40

2 ACS Paragon Plus Environment

Page 3 of 26

41

Environmental Science & Technology

TOC Art

42

43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 3 ACS Paragon Plus Environment

Environmental Science & Technology

64

Page 4 of 26

Introduction

65 66

Modern society is completely dependent on the use of metals, especially the “major metals”, to

67

enable transportation, housing, communication, and an almost infinite array of products and

68

services. Despite the fact that metals and the benefits of their properties are deeply embedded in

69

contemporary technology, detailed scenarios of metals based on historical supply and demand

70

and responsive to alternative patterns of regional and global development have not emerged. The

71

reason is relatively easy to understand by comparison with other resources. Energy, for example,

72

is fungible – it can be supplied by fossil fuels, by solar power, or by other means, and studies of

73

solar radiation and extractable oil and natural gas have a rich (if somewhat checkered) history. In

74

the case of water, one need only consider a single molecule, although one that has its own cycle.

75

Climate is quite challenging to address, but now has a history of several decades of effort by

76

meteorologists and Earth scientists. Metals availability and use, in contrast, is at least equally

77

complex, but is thus far relatively unexplored from a scenario perspective. It is easy to point to

78

some reasons for this. First, the inherent complexity of the topic is indicated by the routine

79

employment of more than sixty metals in modern technology1. Second, the potential for

80

substitution of one metal by another without degradation of function is quite limited2. Third, the

81

global resources of metals are not well quantified3-5. Nonetheless, the consideration of possible

82

futures of metals is every bit as important as those of energy, water, or climate.

83 84

To date, very few scenarios relate to future metal supply, demand, and environmental

85

implications, and those that do so have not been based on individual metals, current and

86

anticipated metal use in different principal applications, nor geological data limitations. Van

87

Vuuren et al. (1999) addressed two metal groups: “AbAlloy” (Fe, Al, Cr, Ti) and “MedAlloy” 4 ACS Paragon Plus Environment

Page 5 of 26

Environmental Science & Technology

88

(Cu, Pb, Zn, Sn, Ni), with climate implications rather than individual metal supply and demand

89

as the central issue. That focus was also taken by the International Energy Agency (2011), which

90

based its scenarios on historic data on greenhouse gas emissions from metal production, making

91

no distinctions between metals and their various use histories and prospects. Allwood et al.

92

(2010) assigned specific 2050 demands for iron and aluminum and explored various backcasting

93

approaches to minimizing greenhouse gas production. In none of these efforts was a variety of

94

metals addressed, nor were their individual industrial sector behaviors explored.

95 96

In the present work, we draw on materials science, industrial sector analysis, and economic

97

geology information to explicitly address plausible futures for metal supply and demand.

98

Although almost all metals have unique uses, the “major metals”, which we define as iron (Fe),

99

aluminum (Al), manganese (Mn), copper (Cu), zinc (Zn), lead (Pb), and nickel (Ni), are those

100

that are employed most widely and in the largest quantities: the annual production of these

101

metals constitutes more than 98% by mass of all the industrial metals combined6. The balance

102

between supply and demand of these metals, now and in the future, is thus of both significant

103

interest and substantial importance. In general, each of these metals has a small number of

104

principal uses in which the bulk of its production is employed. These use histories are well

105

known for the past few decades, providing information that can serve as a starting point for

106

considerations of future demand.

107 108

To explore possibilities in the next few decades from the perspective of the past, we have

109

developed a set of scenarios directed toward metal demand to mid-century. Scenarios, which

110

originated in military and business circles in the 1970s and 1980s e.g., 7, 8, have been used in

5 ACS Paragon Plus Environment

Environmental Science & Technology

Page 6 of 26

111

recent years to explore the possible futures of resource supply, resource demand, and

112

environmental implications. Examples include energy9, water10, and climate11. The purpose of

113

such scenarios is not to predict the future, which they cannot do, but to stimulate thought and

114

enable decision-makers to plan possible actions related to eventualities that might occur. Our

115

scenarios, which we term the Yale Major Metal (YMM) scenarios, are built upon the foundations

116

and perspectives of those for climate and energy9, 12, 13, and can be described briefly as follows

117

(and in more detail in the Supporting Information): The Market World scenario essentially posits

118

that those in the developing world (whose per capita income is expected to increase) will wish to

119

acquire possessions similar to those typical of people in the more developed world , and that

120

market forces will enable that to happen. The Toward Resilience scenario is similar except that

121

government policies more respectful of renewable energy and the environment will be in force.

122

The Security Foremost scenario tilts toward confrontation and isolationism rather than

123

cooperation, with a consequent reduction in international commerce. Finally, the Equitability

124

World scenario aims toward a more collaborative and inclusive world in which at least minimal

125

material needs are provided to all. Whatever world awaits us, whether one of these or some

126

other, it will need to be realized by the extensive use of the metals that we address in these

127

studies.

128 129

Materials and Methods

130 131

It is useful in developing scenarios for the future magnitude of any variable to refer to the

132

situation in the recent past. This approach is likely to be reasonably accurate for the major

133

metals, at least for the foreseeable future, because most variables related to global processes and

6 ACS Paragon Plus Environment

Page 7 of 26

Environmental Science & Technology

134

global material flows change slowly and because effective substitution requires large quantities

135

of a suitable substitute. For the seven metals in this study we first identify their principal uses

136

and the historical fractions of those uses. The total historic demand for the metals is then

137

disaggregated based on use in different final product sectors, including buildings and

138

infrastructure, transportation, industrial machinery, appliances, electronics, metal goods, and

139

chemicals (Figure S2 in the Supporting Information). The analysis for the metals is carried out

140

from 1980 to 2010 on a global level, with the exception of manganese, for which available data

141

were for 1980 to 2008.

142 143

The starting point for deriving future metal demand in the four scenarios is the global production

144

of the seven metals in 2010. Metal demand then evolves on the basis of adopted annual

145

percentages of growth. Growth rates are strongly connected to GDP/capita, given the evidence

146

for high correlations between growth and individual wealth14-15. Projections for population and

147

per capita income were based on research by Electris et al.13, the World Bank16, and the United

148

Nations Population Division17-18. Where we have deemed appropriate, adjustments were made to

149

growth rates in order to reflect anticipated increases in level of urbanization and the associated

150

metal demands for housing and infrastructure19,20, substitution of materials2, and technological

151

development

152

that were utilized. The resulting percentages of growth that were employed for the seven metals

153

over the time periods of 2010-2015 and 2025-2050 are given in Table S10. The energy supply

154

and energy mix for the scenarios are derived from the International Energy Agency23 and are

155

described in Section 3 of the Supporting Information.

cf. 21,22

. Table S3 in the Supporting Information provides the derived coefficients

7 ACS Paragon Plus Environment

Environmental Science & Technology

Page 8 of 26

156

In an actual situation in the future, metal prices and thus metal demands would be expected to

157

respond to price fluctuations. Because price has never been determined to reflect geological

158

scarcity, however24, there appears to be no obvious approach to incorporating market dynamics

159

in scenarios aimed several decades into the future. Our judgement is that the general thrust of our

160

policy-related metal demand results would hold over time even in a market dynamics model,

161

given the large flows into use of these metals and the general lack of suitable alternative

162

materials for the principal metal uses in the next few decades. We choose, therefore, not to

163

arbitrarily inject economic disruptions into our scenarios.

164

Results and Discussion

165 166

We have used the approach outlined above to study metal demand and supply for the seven

167

metals, from 2010 to mid-century, under the drivers and constraints incorporated into the four

168

scenarios. As an example of the results, Figure 1(upper left) shows the derived demand for iron.

169

The four scenarios all show substantial increases in iron demand over time compared with the

170

2010 value of about 1400 Tg Fe (million metric tons of Fe). The lowest final demand, for the

171

Security Foremost scenario, is about 3250 Tg Fe in 2050. The Market World and Toward

172

Resilience results are similar to each other at about 4200 Tg Fe in 2050. The Equitability World

173

scenario generates the highest iron demand at about 5150 Tg Fe, or more than triple the demand

174

of four decades earlier.

175 176

Our metal demand results are consistent with those of other researchers, who have generally

177

applied one-metal and often one-scenario approaches. Nonetheless, iron demand by mid-century

178

in those studies is anticipated to double or triple5,25-26, aluminum demand to increase by three to

179

eight times5,27-28, and demand for other widely used metals by two to three times5. These findings 8 ACS Paragon Plus Environment

Page 9 of 26

Environmental Science & Technology

180

indicate that the metal demand results presented in this paper would not be deemed unrealistic by

181

other researchers.

182 183

Because iron is by far the most widely used metal, we would not necessarily expect that scenario

184

features for the other metals would resemble those for iron. As it turns out, however, the iron

185

results are qualitatively duplicated for the other six metals, as shown in Figure 1(right), and in

186

additional detail elsewhere for copper29 and nickel30. This occurs despite the fact that we treat

187

each metal individually by addressing its principal uses and the evolution of those uses over

188

time. In all cases the calculated total individual metal demand by 2050 is some two to four times

189

that of 2010, and for the metals the order of the metal demand growth in the scenarios, high to

190

low, is the same. This is largely a consequence of the scenario factors that drive the demand for

191

the metals, especially the increasing global population and the anticipated rise in global per

192

capita wealth.

193 194

Features of the results for the different development scenarios are also worth comment. As

195

mentioned above, they are intended to explore quite different pictures of possible global

196

development and thus of resource requirements. The four scenarios do indeed give quite different

197

results, and it is of particular interest that the largest demands for metals emerge not from the

198

Market World vision but from that of the Equitability World (Figure 1(right)). This is largely due

199

to the growing urban populations in the developing country regions and to their increasing per

200

capita incomes in the Equitability World scenario. Thus, from a resource perspective a more

201

equitable future for the planet’s population implies a large increase in demand for the major

202

metals.

9 ACS Paragon Plus Environment

Environmental Science & Technology

Page 10 of 26

203 204

It is important to ask whether the metal demands of Figure 1(right) could be met by recycling. To

205

respond to this question, in Figure 1(c) we compare the calculated demand for zinc as determined

206

by historical demands, the life times of the major uses of the metals e.g., 31-32, the dissipative use

207

of metals33, and recycling rates and efficiencies34 with the anticipated secondary (recycled)

208

supply computed in the present work (Figure S11 in the SI). It is apparent that in a growing

209

global economy that encompasses relatively high dissipation rates and long product life times,

210

the supply likely to be available from recycling will be only a modest fraction (~15%) of that

211

needed to meet demand. Zinc is merely a representative metal here; the derived secondary

212

supplies of the other metals follow similar patterns with the exception of lead, in which a high

213

fraction of its demand is met by secondary sources due to the relatively high recycling rate, low

214

dissipative use, and short life time of its major end use application (batteries).

215 216

If demand is unlikely to be met by recycling, what are the prospects for increased supply from

217

primary resources? This issue can be addressed through the use of two geological measures: the

218

“Reserves” (R, amounts in deposits that are currently economic to mine, a quantity that can be

219

estimated reasonably accurately) and the “Resources to Mid-Century” (RMC, the roughly

220

estimated global resource production potential to 2050). (Our sources for numerical values of

221

these metrics are discussed in the Supporting Information.) Figure 2 illustrates the cumulative

222

demand (2010-2050) calculated for each of the seven metals over the four developmental

223

scenarios, expressed as wedges of the ranges of demand, highest to lowest. The gray region is

224

centered on 100% of the approximate RMC for the metals. For four of the metals, nickel, iron,

225

aluminum, and manganese, none of the scenario results exceed the estimated Resources to Mid-

10 ACS Paragon Plus Environment

Page 11 of 26

Environmental Science & Technology

226

Century values by 2050, suggesting that there are no immediate supply concerns provided that

227

there is adequate capacity to mine and process the currently identified ore bodies. This is not the

228

case, however, with zinc, which can be seen to exceed the Resources to Mid-Century value in

229

about 2034-2037, depending on the scenario, and for copper, which is calculated to exceed

230

Resources to Mid-Century in about 2044-2048. A similar result occurs for lead, with Resources

231

to Mid-Century exceeded in about 2041. However, the lead scenario is based to a significant

232

degree on historic uses of lead batteries in motor vehicles. To the degree that electric vehicles

233

displace internal combustion vehicles in the global market, the demand for lead that we derive

234

may be overestimated.

235 236

In fact, the anticipated supply situation may be even more problematic than suggested by Figure

237

2, at least in the case of copper. Northey and colleagues35 have conducted a survey of global

238

copper resources, historic mine production, and anticipated mine production, based on a

239

combination of published data, information in corporate and public reports, and news releases.

240

They use that information to predict copper production to 2100, and find a peak around 2030-

241

2040 that declines just as demand from our scenario results increases (Figure 3). Copper

242

recycling results from the scenarios can be seen from Figure 3 to ameliorate the challenge to

243

primary copper supply to some degree, but not to significantly mitigate primary copper demand.

244

Taken together, Figures 2 and 3 imply potentially significant limitations on copper supply in two

245

or three decades.

246 247 248 249 11 ACS Paragon Plus Environment

Environmental Science & Technology

Page 12 of 26

250

Similar studies for anticipated geological production have not yet been carried out for zinc, lead,

251

nickel, aluminum, or manganese, but Mohr and colleagues36 have done so for iron. They find an

252

iron production peak around mid-century, at about 75% more than 2010 production (inadequate

253

to support the demand results illustrated in Figure 1(right)). Thus, the degree to which supply of

254

metals can meet demand over the next few decades will depend not only on the amount of global

255

resources but also on the degree to which available production capacity is available to expand

256

appropriately.

257 258 259

Increased rates of demand for metals imply substantial new energy provisioning, leading to

260

increases in overall global energy demand of 21-37%, as shown in Figure 4. In line with metal

261

demand, Equitability World has the highest energy use, and Security Foremost (with lowest

262

metal demand) the lowest. (A detailed breakdown by metal in provided in Section 13 of the

263

Supporting Information.) In a world in which concern about climate change is high, these

264

potential increases in energy demand deserve careful consideration. Increased metal production

265

will also require large amounts of water, but the relevant water requirements data are poorly

266

quantified and thus water needs as a consequence of metal production are not part of the present

267

scenario study.

268 269

Given the enhanced metal demand results of the scenarios, we consider four actions that might

270

be invoked in efforts to balance demand and supply: (1) achieving per capita saturation of metal

271

demand; (2) substituting abundant materials for scarce metals, (3) enhancing recycling, and (4)

272

maximizing primary production yields. Per capita saturation might be imagined to occur once

12 ACS Paragon Plus Environment

Page 13 of 26

Environmental Science & Technology

273

one’s needs and desires as reflected in metal use have been satisfied. While not unreasonable as a

274

concept, it turns out that, for the seven metals which our scenarios address, only for iron in

275

France, the United Kingdom, and the United States have well-characterized examples of in-use

276

stock saturation been shown to occur37. A study of less well-characterized stock buildup38

277

suggests that an eventual iron saturation range for world regions is about 12.8-15.4 Mg Fe/capita.

278

Merely this lower bound would imply an eventual global in-use stock of at least 120 Pg Fe (12.8

279

Mg Fe/capita * 9.3 billion people), assuming that no major technological transformation occurs.

280

Such a level would be well above the cumulative production predictions of Mohr and

281

colleagues36.

282 283

Although substitution for a metal in short supply would not seem at first glance to be an

284

unrealistic goal, it nonetheless appears that no suitable substitutes are available for most of the

285

seven metals’s major uses2. In cases where possible substitutes can be identified, the next

286

consideration is whether the substitutes could be available in the quantities that would be

287

required. We investigate this issue in Section 15 of the Supporting Information, where we show

288

that the primary uses of all seven major metals relate strongly to buildings and infrastructure.

289

These are sectors of use that appear quite difficult to quickly replace by alternative materials,

290

especially at the magnitudes that would be required and particularly in the next two or three

291

decades (see Table S12 in the Supporting Information). Overall, therefore, while material

292

substitutions here and there wil be helpful, no substitutes appear sufficiently abundant to replace

293

the total demand of any of the major metals even if their physical and chemical properties were

294

found to be satisfactory.

295

13 ACS Paragon Plus Environment

Environmental Science & Technology

Page 14 of 26

296

Could enhanced recycling rates meet the demand challenge? Some of the demands posited by the

297

scenario results could surely be satisfied by recycling metal that is leaving use. However,

298

although recycling rates can surely be improved, it seems unlikely that recycling could be

299

sufficient to largely or completely satisfy demand, at least for many decades to come.

300 301

So far as the topic of primary production yields is concerned, process inefficiencies are known to

302

occur throughout elemental cycles, especially at early life cycle stages. Ore grades and the

303

technologies used for metal extraction influence mining efficiency, and additional losses occur

304

during subsequent processing (e.g., slags). For the seven metals, losses in primary production are

305

listed in Table S6. The residues from mining activities (commonly known as “tailings”) may

306

contain varying amounts of metals whose extraction is not economically feasible because of low

307

concentrations. However, the depletion of primary deposits and the decline of ore grades39 are

308

stimulating efforts towards optimal material extraction40. In particular, tailings could become a

309

valuable source of primary material, and novel extraction practices (such as phytoextraction 41-43

310

could help to exploit the potential for material recovery.

311 312

As has been pointed out e.g., 44, the metal supply from Reserves largely reflects current demand,

313

while potential supply from Resources to Mid-Century may be underestimated because

314

Resources to Mid-Century is quite difficult to determine5. It is important to note, however, that

315

key factors in metal primary supply include not only the magnitude and quality of the resource

316

but also the rate and efficiency with which the target minerals can be extracted and processed. It

317

is the combination of estimated quantity in ore deposits and potential rates of production that has

318

been evaluated by Northey and colleagues35 for copper and by Mohr and colleagues36 for iron,

14 ACS Paragon Plus Environment

Page 15 of 26

Environmental Science & Technology

319

and on which their estimates of peak extraction by mid-century are based. Because we cannot

320

know with any certainty what future metal demands will be44, a high level of precision should

321

not be implied for the results reported in this paper.

322 323

It is also appropriate to reconize that supplies of these (and other) metals are potentially

324

constrained by factors other than geological abundance and inadequate recycling. The energy

325

and water requirements for mining and processing of ores, especially lower grade ores, are large

326

and increasing5,45 . Other challenges include achieving and maintaining a social licence to

327

operate mines in populated regions5,46, something becoming increasingly contentious in a world

328

of social media interactions, as well as geopolitical instability in some mineral-rich countries47.

329

Possible policy responses to evolving mineral supply and demand issues are discussed

330

elsewhere44,47.

331 332

In summary, we have conducted what we believe to be the first well-characterized scenario

333

studies for the demand and supply of seven major metals, from the present day to mid-century. It

334

is not appropriate to ask if the scenarios are "correct". Rather, the fundamental requirement for

335

scenarios is that they describe plausible ways in which global societal/material evolution might

336

occur. As such, the results of these scenarios provide the basis for considering the potential

337

consequences should the results turn out to approximate actual situations seen to occur over time.

338

Our results suggest that significant supply challenges for the major metals may lie ahead. If

339

adequate supplies of these metals cannot be made available over time and at affordable prices, it

340

may be quite difficult to extend to emerging economies the core technologies upon which the

15 ACS Paragon Plus Environment

Environmental Science & Technology

Page 16 of 26

341

more developed world has depended for housing, transportation, energy provisioning, and other

342

modern needs. The result could be a quite significant constraint to global development.

343

344

Supporting Information.

345

The Supporting Information is available free of charge on the ACS Publications website at

346

1. The Yale Major Metal (YMM) scenarios and their storylines

347

2. Historical metals use in different industrial sectors

348

3. Analysis of the historical demand for metals

349

4. Fitting the historical rate of use results to metals industrial applications

350

5. Geological resource metrics

351

6. Ore grade specifications

352

7. Losses in primary production

353

8. Dissipative losses of the metals

354

9. Recycling rate/recycled content values

355

10. Required metal production increases required to meet demand in the four scenarios

356

11. Relative metal demand results in the four scenarios

357

12. Metal demand by use results in the four scenarios

358

13. Energy required to meet metal demand

359

14. Primary metal supply compared to the Reserves and Resources to Mid-Century

360

15. The potential for substitution

361

16 ACS Paragon Plus Environment

Page 17 of 26

Environmental Science & Technology

362

References

363

1. Greenfield, A.; Graedel, T.E. The omnivorous diet of modern technology. Resour. Conserv.

364

Recy. 2013, 74, 1-7.

365

2. Graedel, T.E., Harper. E.M., Nassar. N.T., Reck, B.K. On the materials basis of modern

366

society. Proc. Nat. Acad. Sci. U.S.A., 2015, 112, 6295-6300.

367

3. Poulton, M.M.; Jagers, S.C.; Linde, S., Van Zyl, D., Danielson, L.J., Matti, S. State of the

368

world’s nonfuel mineral resources: Supply, demand, and socio-institutional fundamentals. Ann.

369

Rev. Environ. Resour., 2013, 38, 345-371.

370

4. Mudd, G.M., Jowitt, S.M., Werner, T.T. The world’s by-product and critical metal resources.

371

Part I: Uncertainties, current reporting practices, implications and grounds for optimism. Ore

372

Geol. Rev., 2017, 88, 924-938; DOI 10.1016/j.oregeolrev.2016.05.001.

373

5. Christmann, P. Towards a more equitable use of mineral resources. Nat. Res. Res. 2017; DOI

374

10.1007/s11053-017-9343-6.

375

6. Mineral Commodity Summaries. U.S. Geological Survey, Reston, VA, 2017.

376

7. Wack, P. Scenarios: Uncharted waters ahead. Harvard Bus. Rev.1985, 73 (5),72-89.

377

8. Herman, M., Frost, M., Kurz, R. Wargaming for Leaders, McGraw Hill, New York, 2009.

378

9. World Energy Outlook, International Energy Agency, Paris, 2014.

379

10. McDonald, R.I.; Green, P.; Balk, D.; Fekete, B.M.; Revenga, C.; Todd, M.; Montgomery, M.

380

Urban growth, climate change, and freshwater availability. Proc. Nat. Acad. Sci. U.S.A., 2011,

381

108, 6312-6317. 17 ACS Paragon Plus Environment

Environmental Science & Technology

Page 18 of 26

382

11. Climate Change 2013: The Physical Science Basis; Intergovernmental Panel on Climate

383

Change, Bern, Switzerland, 2014.

384

12. Global Environmental Outlook 4: Environment for Development, UNEP (2007) (United

385

Nations Environment Programme, Nairobi).

386

13. The Century Ahead: Four Global Scenarios, Technical Documentation. Electris, C.; Raskin,

387

P.; Rosen, R.; Stutz, J. Tellus Institute, Boston, 2009.

388

14. Lenzen, M.; Malik, A.; Foran, B. Reply to Schandl et al., 2016, JCLEPRO and Hatfield-

389

Dodds et al., 2015, Nature: How challenging is decoupling for Australia? J. Clean. Prod. 2016,

390

139, 796-798.

391

15. Roberts, M.C. Metal use and the world economy. Resour. Pol. 1996, 22,183-196.

392

16. World Bank Indicators; World Bank, Washington, D.C., 2015; http://www.worldbank.org

393 394

17. Lutz, W.; Butz, W.P.; Samir, K.C., Eds. World Population and Human Capital in the 21st

395

Century, Oxford University Press, Oxford, UK, 2014.

396 397

18. World Urbanization Prospects, United Nations Department of Economics and Social Affairs,

398

Washington, D.C., 2015; http://www.un.org/en/development/desa/index.html.

399 400

19. Schiller, G. Urban infrastructure: Challenges for resource efficiency in the building stock,

401

Build. Res. & Info., 2007, 35, 399-411.

402

18 ACS Paragon Plus Environment

Page 19 of 26

Environmental Science & Technology

403

20. Pauliuk, S.; Venkatesh, G., Brattebø, H., Müller, D.B. Employing urban mines: Pipe length

404

and material stocks in urban water and wastewater networks, Urban Water J. 2014, 11, 274-283.

405 406

21. Sessolo, M.; Bolink, H.J. Perovskite solar cells join the major league, Science, 2015, 350,

407

917.

408 409

22. Sprecher, B.; Reemeyer, L.; Alonso, E.; Kuipers, K.; Graedel, T.E. How “black swan”

410

disruptions impact minor metals Resour. Pol., 2017, 54, 88-96.

411

23. International Energy Agency (IEA). World Energy Outlook, Paris, 2012.

412 413

24. Henckens, M.L.C.M.; van Ierland, E.C.; Driessen, P.P.J.; Worrell, E. Mineral resources:

414

Geological scarcity, market price trends, and future generations, Resour. Pol. 2016, 49, 102-111.

415 416

25. Allwood, J.M.; Cullen, J.M.; Milford, R.M. Options for achieving a 50% cut in industrial

417

carbon emissions by 2050. Environ. Sci. Technol. 2010, 44, 1888-1894.

418

26. Hatayama, H.; Daigo, I.; Matsuno, Y.; Adachi, Y. Outlook of the world steel cycle based on

419

the stock and flow dynamics. Environ. Sci. Technol. 2010, 44, 6457-6463.

420

27. Liu, G.; Bangs, C.E.; Müller, D.B. Stock dynamics and emission pathways of the global

421

aluminium cycle. Nat. Clim. Change 2013, 3, 338-342.

422

28. Cullen, J.M.; Allwood, J.M. Mapping the global flow of aluminium: From liquid aluminium

423

to end-use goods, Environ. Sci. Technol. 2013, 47, 3057-3064.

19 ACS Paragon Plus Environment

Environmental Science & Technology

Page 20 of 26

424

29. Elshkaki, A.; Graedel, T.E.; Ciacci, L.; Reck, B.K. Copper demand, supply, and associated

425

energy use to 2050. Glob. Environ. Change, 2016, 39, 305-315.

426

30. Elshkaki, A.; Reck, B.K.; Graedel, T.E. Anthropogenic nickel supply, demand, and

427

associated energy and water use, Res., Conserv., Recyc.,2017, 125, 300-307.

428

31. Meylan, G.; Reck, B.K. The anthropogenic cycle of zinc: Status quo and perspectives, Res.,

429

Conserv., Recyc.,2017, 123, 1-10.

430

32. Daigo, I.; Hashimoto, S.; Murakami, S.; Oguchi, M.; Tasaki, T. Lifespan Database for

431

Vehicles, Equipment, and Structures: LiVES, www.nies.go.jp/lifespan, 2010.

432

33. Ciacci, L.; Reck, B.K.; Nassar, N.T.; Graedel, T.E. (2015) Lost by design, Environ. Sci.

433

Technol. 2015, 49,9443-9451.

434

34. Recycling Rates of Metals: A Status Report; International Resource Panel, Paris, 2011.

435

35. Northey, S.; Mohr, S.; Mudd, G.M.; Weng, Z.; Giurco, D. Modelling future copper ore grade

436

decline based on a detailed assessment of copper resources and mining. Res. Conserv.,

437

Recyc.2014, 83,190-201.

438

36. Mohr, S.; Giurco, D.; Yellishetty, M.; Ward, J.; Mudd, G. Projection of iron ore production,

439

Nat. Resour. Res., 2015, 24, 317-327.

440

37. Müller, D.B.; Wang, T.; Duval, B. Patterns of iron use in societal evolution. Environ. Sci.

441

Technol., 2011, 45,182-188.

442

38. Pauliuk, S.; Milford, R.L.; Müller, D.B.; Allwood, J.M. The steel scrap age. Environ. Sci.

443

Technol., 2013, 47, 3448-3454.

20 ACS Paragon Plus Environment

Page 21 of 26

Environmental Science & Technology

444

39. Vieira, M.D.H.; Goedkoop, M.J.; Storm, P.; Huijbregts, M.A.J. Ore grade decrease as life

445

cycle impact indicator for metal scarcity: The case of copper. Environ. Sci. Technol., 2012, 46,

446

12772-12778.

447

40. Ali, S.H.; Giurco, D.; Arndt, N.; Nickless, E.; Brown, G.; Demetriades, A.; Durrheim, R.;

448

Enriquez, M.A.; Kinnaird, J.; Littleboy, A.; Meinert, L.D.; Oberhänsli, R.; Salem, J.; Schodde,

449

R.; Schneider, G.; Vidal, O.; Yakovleva, N. Mineral supply for sustainable development requires

450

resource governance, Nature, 2017, 543, 367-372.

451

41. Hunt, A.J.; Anderson, C.W.N.; Bruce, N.; Garcia, A.M.; Graedel, T.E.; Hodson, M.; Meech,

452

J.A.; Nassar, N.T.; Parker, H.L.; Rylott, E.L.; Sotiriou, K.; Zhang, Q.; Clark, J.H.

453

Phytoextraction as a tool for green chemistry. Green Proc. Synth., 2014, 3, 3-22.

454

42. van der Ent, A; Baker, A.J.M.; Reeves, R.D.; Chaney, R.L.; Anderson, C.W.N.; Meech, J.A.;

455

Esskine, P.D.; Simonnot, M.-O.; Vaughn, J.; Morel, J.L.; Echevarria, G.; Fogliani, B.;

456

Rongliang, Q.; Mulligan, D.R. Agromining: Farming for metals in the future? Environ. Sci.

457

Technol., 2015, 49, 4773-4780.

458

43. Harumain, Z.A.S.; Parker, H.L.; Garcia, A.M.; Austin, M.J.; McElroy, C.R.; Hunt, A.J.;

459

Clark, J.H.; Meech, J.A.; Anderson, C.W.N.; Ciacci, L.; Graedel, T.E.; Bruce, N.C.; Rylott, E.L.

460

(2017) Towards financially viable phytoextraction and production of plant-based palladium

461

catalysts. Environ. Sci. Technol., 2017, 51, 2992-3000, DOI: 10.1021/acs.est.6b04821.

462

44. Meinert, L.D.; Robinson, G.R.; Nassar, N.T. Mineral resources: Reserves, peak production,

463

and the future. Resources, 2016, 5, 14; doi: 10.3390/resources5010014.

21 ACS Paragon Plus Environment

Environmental Science & Technology

Page 22 of 26

464

45. Mudd, G.M. The environmental sustainability of mining in Australia: key mega-trends and

465

looming constraints, Resour. Pol., 2010. 35, 98-115.

466

46. Moffat, K.: Zhang, A. The paths to social license to operate: An integrative model explaining

467

community acceptance of mining. Resour. Pol., 2014. 39, 61-70.

468

469

470

ACKNOWLEDGEMENTS

471

We thank the Nickel Institute, BP International, General Electric Global Research Center, Shell

472

Global Solutions, the United Nations Environment Programme, and the U.S. National Science

473

Foundation (Grant CBET-1336121) for useful comments and for financial support, T. Fishman

474

for helpful comments on data analysis, and S. Mohr, G.M. Mudd, and S. Northey for sharing

475

data from their work.

476

22 ACS Paragon Plus Environment

Page 23 of 26

Environmental Science & Technology

477 478 479

Figure 1. Global metal demand for the four alternative development scenarios. Upper left: Iron

480

demand, 1980-2010 (historic), 2010-2050 (scenarios). Right: Relative demand for the seven

481

major metals in the four scenarios as indicated by the color ramp below the figure, in which “1”

482

indicates the 2010 demand. Lower left: Comparing demands (P) for zinc under the four scenarios

483

with the anticipated secondary supplies (S) (i.e., from recycling) derived from the scenarios.

484

Scenario abbreviations are: MW = Market World, TR = Toward Resilience, SF = Security

485

Foremost, EW = Equitability World.

486

23 ACS Paragon Plus Environment

Environmental Science & Technology

Page 24 of 26

487 488 489 490 491 492 493

Figure 2. Cumulative global primary demand for the seven metals from 2010-2050, compared to Resources to Mid-Century (RMC), the very roughly estimated potential global resources production to 2050. The calculated demand for all four scenarios for a given metal are contained within its colored wedge. The gray region indicates the uncertainty of the RMC estimates for the metals.

494

24 ACS Paragon Plus Environment

Page 25 of 26

Environmental Science & Technology

80 80,000 EW

teragrams copper per year

70 70,000 TR MW

60 60,000

Total Demand

EW

50 50,000

SF TR MW

40 40,000

Total Supply

SF EW

30 30,000

TR MW

20 20,000

Primary Supply

Secondary Supply

SF

10 10,000 00 1960

495

1970

1980

1990

2000

2010

2020

2030

2040

2050

2060

2070

P

MW (S)

TR (S)

SF (S)

EW (S)

MW (T)

SF (T)

EW (T)

MW (TS)

TR (TS)

SF (TS)

EW (TS)

2080

2090

2100

TR (T)

496 497 498 499 500 501 502 503 504

Figure 3. Year-by-year total copper demand from the four alternative development scenarios (red curves) (T), compared with the primary copper production supply predictions of Northey et al.35 (solid black line) (P) plus the anticipated secondary copper supply derived from the scenarios (light blue curves) (S). The total copper supplies (TS, dark blue lines) are the sums of the Northey et al. primary production values (P) and the secondary production values calculated in this work (S).

505

25 ACS Paragon Plus Environment

Environmental Science & Technology

Page 26 of 26

506

507 508 509

Figure 4. Cumulative energy demand for metals [EJ/yr] in the four scenarios.

510 511 512

26 ACS Paragon Plus Environment