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Joe Biden's energy policies are causing high inflation and hitting American families hard. He reversed actions that achieved energy independence and canceled the Keystone XL Pipeline. By reentering the Paris climate accord and blocking new oil, gas, and coal production, he is raising energy costs and hurting industries like food, shipping, and manufacturing. China benefits from these high energy prices, driving our heavy industry overseas. To become an advanced manufacturing nation, we need low-cost energy. Biden's energy agenda aligns with China's, as they sign global climate deals and break them. When I'm back in the White House, I'll bring back a pro-American energy policy, eliminating unnecessary regulations and approving energy projects quickly. This will create jobs, restore hope, and make America great again.

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It takes a massive amount of diesel to create concrete, steel, and transport materials using heavy machinery. The carbon footprint of these operations, along with solar panels and lithium batteries, may not be offset during their lifespan. The existing transmission lines are inadequate to power the world with electricity. We have a 120-year petroleum-based infrastructure that is essential to our lives and found in roads, car wheels, tennis rackets, lipstick, refrigerators, antihistamines, plastic products, cell phones, clothing, soap, and more. We will run out of petroleum before we find a replacement, which will kill us as a species. Oil extraction is dangerous, but we do it because we run out of options. The demand to keep pumping oil is to blame for the danger.

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The Interior Secretary is being criticized for celebrating high gas prices and inflation as a positive outcome for the environment. Gavin Newsom claims that we are more energy independent under Biden, but the oil and gas industry disagrees. While there has been an increase in domestic oil production, it is due to policies from the previous administration and not sustainable growth. The Biden administration has restricted the development of fossil fuels and limited funding for future projects, leading to higher energy prices. This is something that Gavin Newsom failed to acknowledge.

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When all else fails, they take you to war, and the climate hoax is an effective tool. In the name of saving the planet, they will take food, cars, gas boilers, and air travel. Land seized from farmers will be used for wind turbines and solar panels, which won't provide reliable energy, potentially leading to a new dark age. The production of turbines and panels uses oil, gas, and coal, requiring the mining of rare earth metals and minerals, destroying habitats and ecosystems. Mining for lithium, cobalt, cadmium, copper, and lead may increase by 2,000%. While coal mines are shut, other mines are opening to obtain materials for batteries. Child slaves give their lives for cobalt used in electric batteries. When turbines and solar panels reach the end of their lives, they can't be recycled and are buried in landfill sites, leaking lead, cadmium, and other toxins into the soil and water supply. This is driven by greed, benefiting the few and denying the many, after years of brainwashing people into thinking the Earth is about to catch fire.

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Going all electric by 2035 is not practical because there is no such thing as a zero emission vehicle. Electric cars simply shift emissions elsewhere. Manufacturing a single 1,000 pound battery requires digging up 500,000 pounds of materials and 100 to 300 barrels of oil. This process can result in a carbon debt of 10 to 40 tons of CO2. Increasing battery usage will require more minerals like lithium, cobalt, and zinc, leading to a 400% to 4000% increase in demand. However, there isn't enough mining in the world to produce enough batteries for everyone's cars.

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Electric vehicles are driving a surge in demand for minerals like lithium, nickel, rare Earth elements, and copper. By 2030, global lithium production needs to increase 8 times to meet Tesla's needs. These cars require 6 times more minerals than conventional vehicles. The mining industry generates $119 billion annually, with a projected 105% increase in nickel demand for transportation by 2026. By 2040, rare Earth element demand will rise by 1,000%. Additionally, copper production must increase significantly as wind turbines require 4.7 tons of copper each.

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Copper and aluminum are the primary beneficiaries of the grid spending increase. $800,000,000,000 is going to buy copper, which is money. How big is the oil market compared to the metals market? Crude oil dominates. All metals—iron ore, gold, copper, aluminum, nickel—are thinly traded and critical. There is no chance to get off crude oil; you can’t build electric cars, windmills, solar, or a modern military without these metals. Underwater power cables are expensive, and offshore wind with transmission to Greening efforts illustrates copper’s central role. Copper is the focus: copper is the expected $270,000,000,000 per year market by tomorrow morning. Where will this metal come from? There is no copper inventory. Historically, since Mohenjo Daro, humanity mined 700,000,000 metric tons of copper; about 80% of all copper ever mined is still in human possession. Recycling can recover about 80% of that 700,000,000 tons, but to do so would require tearing down every building in the United States, Europe, Japan, and China. Copper is embedded in buildings and other infrastructure; it can be recycled, but extracting it at scale remains challenging. Currently, we consume 30,000,000 tons of copper a year, with only 4,000,000 tons recycled. To maintain global 3% GDP growth, without electrification and relying on burning oil and gas, we must mine the same amount of copper in the next eighteen years as we mined in the last ten thousand years. In the next eighteen years, we would have to mine the same cumulative amount as in ten thousand years prior, without electrification, without data centers, without solar and wind, and without the greening of the world economy. There is little appreciation for the challenge faced. Since 1900, the energy required to produce copper has increased 16-fold. As ore grades decline, more energy is needed to produce the same metal, while water consumption has doubled. The easy copper deposits are largely depleted; Chile accounts for 24% of global copper mine production, but costs are in the third or fourth quartile. Chile burns coal, and solar isn’t reliable for mining operations since the sun shines only ~five hours a day; solar is useless without grid-scale storage. We are heading for a train wreck in Chile. To meet copper demand, six giant Tier One mines must come online every year from now until 2050. To meet copper demand, 40% of production must come from new mines for electrification, data centers, and grid upgrades. All the talk about AI is fantasy without sufficient energy. Nuclear power could help, but its components require metals, and the U.S. lacks the capability to weld containment vessels in traditional nuclear plants; Korea can build a nuclear power plant.

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America is under attack from natural disasters like hurricanes and wildfires, including one in Wyoming that burned hundreds of thousands of acres. This may not be random, especially since a 73,000-acre fire was allowed to burn for days near Acme, where rare earth minerals worth $1 billion were discovered. The Rock Springs uplift in Wyoming could contain 18 million tons of lithium carbonate equivalent. North Carolina with its lithium and Florida with phosphate are also at risk of being ravaged for resources. This reflects a mindset that treats land as expendable, prioritizing profits over people's lives, potentially leading to a dystopian future. Many affected by the disasters in Wyoming lack insurance to rebuild, and homeowners in rural areas struggle with fire insurance coverage.

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Solar panel waste is highly toxic and requires special disposal. However, due to the high cost involved, discarded panels are being sent to landfills in poor countries instead. Research shows that by 2030, there will be around 8 million tons of green waste, which is expected to increase to 80 million tons by 2050.

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The speaker, a long-time green energy supporter, was dismayed to learn about the environmental and human costs associated with green technologies. A single lithium mine allegedly creates millions of tons of waste annually, laced with sulfuric acid and radioactive uranium, polluting water for 300 years. Child labor is used to mine cobalt. Solar panels are allegedly made by laborers in razor wire enclosed camps exposed to quartz dust, causing silicosis. The Ethical Consumer Organization reports that forced labor in the solar panel supply chain is hard to avoid. Wind turbines consume vast resources, require diesel to start, gallons of oil to lubricate, and are hard to recycle. Solar panels are also extremely difficult to recycle, costing more than production. Lithium batteries pose steep challenges too. The speaker claims these "green" solutions are actually good marketing from the $1.5 trillion climate change industry. They urge people to prevent further escalation through unnecessary EVs and solar farms consuming farmland.

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Speaker 0 mentions a lack of coordination, but it is unclear what they are referring to. Speaker 1 questions the wisdom of becoming more dependent on and vulnerable to a perceived enemy. They express concerns about the enemy's actions in Latin America, America, and with currency, suggesting they are trying to take down America. Speaker 0 then brings up the supply chain of critical metals for electric vehicles and defense. Speaker 1 acknowledges the information about the need for a 2,000% increase in mining for 20 years to meet the demand for EVs and critical metals.

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Oil, natural gas, and coal still dominate as the main sources of global energy, providing 84% of the world's energy. Despite claims of a rapid transition away from fossil fuels, the reality is that we have made little progress in shifting to green energy. The main challenge lies in the need for a significant increase in mining to obtain the necessary materials for solar panels, wind turbines, batteries, and other components. This mining process requires a substantial amount of energy, further contributing to the challenge. Additionally, the location of new mines is a concern, as China currently holds a monopoly on critical energy materials. Attempts to build mines in the United States and elsewhere face strong opposition. Future energy demands will only increase with population growth and technological advancements, making it clear that a diverse mix of energy sources, including fossil fuels, nuclear energy, and renewables, will be necessary.

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Speaker 0: China appears to be the only country pushing back against Trump’s tariff stance, with other countries—including neighboring ones and India—reaching deals with Trump. India, which initially showed resilience, moved toward China after the Shanghai summit and the tariffs. Recently, India and the US signed a deal to gradually reduce Russia oil exports to 50% of imports. This suggests China is the sole major power resisting the US in this round of measures. The discussion then shifts to a broader pattern: the US has overplayed its hand in its dollar dominance and control of the financial system via SWIFT. In the wake of sanctions on Russia after the Ukraine conflict—freezing assets and limiting access to SWIFT—many nations have begun moving away from the US dollar toward gold. The speaker sees China’s current move as accelerating other countries’ push toward self-reliance, particularly in rare earths. The US is investing in its own rare earth industry, while Europe seeks alternatives. There is mention of a US deal with Ukraine involving rare earths, and speculation that Greenland’s abundant rare earth reserves could be relevant to what Trump sought with Greenland. The long-term downside or repercussions for China from this move are noted. Speaker 1: The discussion distinguishes between the financial sanctions used after the Ukraine war and the current situation. While sanctions are not perfect substitutes for dollar assets like crypto or gold, they remain available, so US leverage is not as strong as China’s leverage in rare earths. The speaker agrees that in the long term, China’s move will push other countries to build processing capacity for rare earths. Although rare earths are not truly rare, the processing and concentration are. Countries will be motivated to develop processing facilities. Japan is innovating substitutes for rare earths, which may take time and will not provide immediate relief for the US.

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I support green energy and the environment, but I was shocked to learn about the negative impacts of lithium mining and the use of child labor in cobalt mining. The production of solar panels and wind turbines also has significant environmental and resource costs, and they are difficult to recycle. The ethical concerns and human suffering associated with the production of electronic devices are minimal compared to the requirements for electric vehicles and solar farms. The climate change industry, worth $1.5 trillion annually, heavily markets these solutions. We cannot undo what has been done, but we should prevent further damage by avoiding unnecessary electric vehicles and solar farms on valuable farmland.

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President Biden initially stated that he wanted 50% of new cars to be electric by 2030, but it has now been updated to 60%. It is true that electric cars require six times the mineral inputs compared to conventional cars. However, if 50% of cars were electric today, the current electric grid would not have enough power to charge them all. Achieving EV targets globally by 2030 would only reduce global temperatures by 0.0002 degrees Fahrenheit by 2100. Despite this, unilaterally impacting the U.S. auto market, critical mineral supply chain, and grid stability is not seen as the solution for addressing temperature goals.

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China is using green technology to make the United States and other developed countries dependent on them. They expect Western countries to reduce fossil fuel emissions and go green, while they themselves don't take responsibility for historic global warming. This strategy is dishonest and subverts the United States' national security by making it reliant on China for energy. Wind, solar, and electric vehicles all rely on rare earth minerals, which China controls. They have no environmental regulations and process the majority of rare earths. China is also the sole producer of refined graphite used in EV batteries. Despite this dependence, politicians are pushing for green mandates without considering the implications of relying on China. This situation is frustrating and puts the US at risk of being owned by China.

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Copper and aluminum are the primary beneficiaries of the grid spending increase. That $800,000,000,000 is going to buy copper, which is money. The oil market, compared to the metals market, is dwarfed by the demand for metals like copper, aluminum, iron ore, gold, and nickel, which are said to be so thinly traded and critical that there is no chance to get off crude oil. You can’t build electric cars, windmills, solar, or a modern military without these metals. Underwater power cables are expensive, and offshore wind and bringing that electricity green requires copper—copper, copper, copper. Copper now is described as a trillion-dollar annual market by tomorrow morning. There is no copper inventory to meet this demand. Since Mohenjo Daro, humanity has mined 700,000,000 metric tons of copper. If we put that in a big cube for scale (about 4 thirty-meter sides), approximately 80% of all the copper ever mined is still in human possession. Recycling could recover about 80% of that 700,000,000 tons, but it would require tearing down every building in the United States, Europe, Japan, and China. We can recycle copper from buildings and even from the university in front of us, but the consequence would be living in the dark. Currently, we consume 30,000,000 tons of copper per year, with only 4,000,000 tons recycled. To maintain 3% GDP growth with no electrification, this speaker claims we must mine the same amount of copper in the next eighteen years as we mined in the last ten thousand years. In the next eighteen years, we would need to mine the same copper volume as mined in the entire previous span of human history, without electrification, without data centers, without solar and wind, and without the greening of the world economy. Since 1900, the energy required to produce copper has increased sixteen-fold, and as ore grades decline, more energy is needed to produce the same metal while water consumption has doubled. Grades are declining globally, and easy copper mines are depleted; Chile is highlighted as a major producer (24% of global copper mine production), yet costs are in the third or fourth quartile. They burn coal in the Chilean grid, and solar is ineffective for mining because the sun only shines a few hours a day; solar is useless without grid-scale storage. The speaker asserts we are heading for a train wreck in Chile and that we need six giant tier-one mines online every year from now until 2050 to meet copper demand for electrification, data centers, and grid upgrades—40% of the production to come from new mines. All the hype about AI is dismissed as fantasy because we do not have the energy. Nuclear power is proposed as a solution, but what are those plants made of? All the metals mentioned earlier. The country reportedly does not have the capability to weld containment vessels in a traditional nuclear power plant anymore, whereas Korea can build a nuclear power plant.

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I've been exploring lithium mining, which is crucial for the energy transition in America, especially for AI technologies that require significant electricity. The U.S. power grid struggles to support this demand, leading to the installation of large lithium-ion battery facilities. Indigenous groups have fought against lithium mining at Thacker Pass due to its toxic nature, but the Biden administration allowed it to proceed. Interestingly, I discovered a plan to convert the Hoover Dam into a giant battery, similar to how ancient pyramids were believed to generate electricity. There's a connection between Tesla, Trump, and the push for a new power grid, raising concerns about how this will transform our land and energy systems into something resembling a computer chip. The implications of this transition keep me awake at night.

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The speaker, a long-time green energy supporter, was dismayed to learn about the environmental and human costs associated with green technologies. A single lithium mine allegedly creates millions of tons of waste annually, laced with sulfuric acid and radioactive uranium, polluting water for 300 years. Child labor is used to mine cobalt. Solar panels are allegedly made by laborers in razor wire enclosed camps exposed to quartz dust, causing silicosis. The Ethical Consumer Organization reports that forced labor in the solar panel supply chain is hard to avoid. Wind turbines consume vast resources, require diesel to start, gallons of oil to lubricate, and are hard to recycle. Solar panels are also difficult to recycle, and lithium batteries pose challenges. The speaker claims these so-called green solutions are actually good marketing from the $1.5 trillion climate change industry. The speaker urges people to prevent the exponential escalation of these issues with unnecessary EVs and solar farms.

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The same individuals who claim to care for public health and the environment are actually harming both. Their push for electric vehicles and AI data centers requires extensive mining, threatening ecosystems in Latin America and Africa for resources like nickel and cobalt. This process also demands significant water, which they aim to privatize through carbon markets, effectively commodifying essential life resources. The concept of carbon credits originated from a banker linked to past financial scandals, illustrating a pattern of exploiting crises for profit. Instead of saving the planet, these actions are detrimental. We must reclaim our role as creators and supporters of one another, and work to eliminate those who are damaging our world.

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Crooked Joe Biden and the Democrats want to shut down all US coal plants, despite the lessons learned in Germany and other places. Meanwhile, China is rapidly building one large coal plant per week. This is concerning because it seems like the USA is heading towards self-destruction. We must prevent this from happening by eliminating the Green News scam, which is a total fraud and is detrimental to our country.

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To make a wind turbine, you need a large amount of iron ore, concrete, and steel. The concrete production emits carbon dioxide, and the steel requires rare earth elements, which are often sourced from China and come with environmental concerns. Additionally, the cobalt used in wind turbines is often mined by child slaves in dangerous conditions in the Congo. The turbine blades are made from balsa wood obtained by clearing parts of the Amazon forest, and they contain a toxic chemical called Bisphenol A. These blades cannot be recycled and end up as landfill, polluting the soil and water. Supporting wind and solar power means supporting pollution, slavery, and environmental damage.

TED

The Blind Spots of the Green Energy Transition | Olivia Lazard | TED
Guests: Olivia Lazard
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Olivia Lazard discusses the intersection of decarbonization and international security, highlighting the need for extensive mineral extraction to achieve a climate-safe future. While decarbonization is essential for peace, the transition may exacerbate geopolitical tensions, particularly as countries scramble for critical resources like lithium and cobalt. China’s dominance in mineral processing positions it strategically in global power dynamics. Lazard emphasizes the importance of addressing human rights and ecological integrity in resource extraction. She proposes a four-part plan: ecological mining practices, a global public good regime for materials, a shift to circular economies, and innovation aligned with planetary boundaries to ensure a sustainable future.

a16z Podcast

The U.S. Can’t Build AI Without These Materials
Guests: Turner Caldwell, Erin Price-Wright, Ryan McEntush
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Critical minerals are essential for everyday technology, including phones and laptops, and are crucial for industries like aerospace, energy, and AI. The mining sector is largely untapped by technology, presenting a significant opportunity for innovation. Turner Caldwell's company has raised $85 million to focus on critical minerals, emphasizing the need for efficient mining and refining processes. The mining process begins with exploration and involves several steps: permitting, mining, separating ore from waste, concentrating, refining, and ultimately producing high-purity metals. Each mining site requires a bespoke approach due to varying ore characteristics, making the industry complex. The workforce includes geologists, engineers, and skilled laborers, but the industry faces a labor shortage. Caldwell's experience at Tesla highlighted the importance of vertical integration in mining, as misaligned incentives between suppliers and producers hinder efficiency. The geopolitical landscape is shifting, with increasing recognition of the need for domestic mining to reduce reliance on foreign sources, particularly from China. Key minerals include aluminum, copper, zinc, lithium, and nickel, all of which are critical for future technologies. The U.S. must streamline permitting processes and support demand-side initiatives to attract investment in mining. Mariana aims to build a scalable platform for mining and refining, with plans to expand internationally while ensuring efficient and responsible operations. The goal is to establish a robust capability to secure critical minerals and build large-scale infrastructure.

Shawn Ryan Show

Gerard Barron - CIA Project Azorian & Deep Sea Mining That Could Change the World | SRS #231
Guests: Gerard Barron
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We're witnessing a high-stakes race to mine minerals from the deep ocean, led by Gerard Barron's Metals Company and its predecessors. Barron traces the lineage from Nautilus Minerals to today’s plan to harvest poly-metallic nodules resting on the seafloor in the Clarion-Clipperton Zone, about a thousand miles southwest of San Diego. He emphasizes that 70% of the world’s known reserves of nickel, cobalt, and manganese lie in these nodules, with an initial license area of about two billion tons. The defined resource is around 1.66 billion tons, with an additional 0.4–0.5 billion estimated, underscoring the scale of what could be unlocked beneath the waves. Technically, the operation hinges on a two-dimensional resource that sits on the ocean floor, so no drilling or tunneling is required. A dedicated robot, built with Allseas’ expertise, crawls the seabed at depths around 4,200 meters, lifting nodules into a hopper with a water-jet system. Sediment is separated, nodules are sent up a vertical transport system to the production vessel, and the ore is processed onshore. The first production vessel, the Hidden Gem, will begin at about 3 million tons per year for roughly 270 days annually. Early designs expect a larger collector, up to 15 meters wide, to boost throughput. This project sits at the center of a policy fight over who writes the rules of the sea. The United Nations-backed UNCLOS framework governs seabed minerals, and the International Seabed Authority has moved slowly while 169 countries signaled consent. The United States has never joined the ISA, complicating permits, even as Trump’s administration issued orders to fast-track critical-mineral projects and finance processing on U.S. soil. Barron notes hundreds of millions spent on environmental studies, aimed at proving deep-sea mining can meet low-impact standards, even as NGOs and green groups press to block or slow progress. Economically, Barron frames a broader rebound: reindustrialization in the United States, a revitalized shipbuilding and manufacturing base, and a more secure supply chain for nickel, cobalt, manganese, and copper. He cites a history of job losses in heavy industry and argues that US-supported processing onshore, backed by strategic investors like Careers Inc. and long-standing partners such as Allseas, could accelerate production by 2027 and a fleet of support vessels by later years. The plan envisions metals-as-a-service, full traceability, and growing onshore processing, with recycling increasingly complementing primary production.
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