Natural Resource Governance Institute’s Post

This is from earlier this year, but thought I'd dust it off for LinkedIn and share the Breakthrough Institute's report on the different mining requirements for solar, wind, nuclear, and fossil fuel energy production. We use USGS methodology to estimate how much rock you have to dig up to get a unit of metal and apply them to the cumulative material requirements of an energy system to get a kg of rock per GWh generation ratio. The ratios are of course just one input into many complex questions, but help inform the trade-offs of different energy portfolios with respect to potential environmental impacts, permitting challenges from future mine construction needs, and supply chain vulnerabilities from critical mineral requirements. We don't see all of these trade offs if we just talk in terms of finished materials. Importantly, the report leverages updated balance-of-plant level material requirements that are much needed given how fast these technologies change! Read the full report here: https://lnkd.in/gaX4TZ9x   

Aura Energy Ltd (ASX:AEE, AIM:AURA) managing director and CEO Andrew Grove joined Proactive's Stephen Gunnion after the Mauritanian government signing off on the last outstanding permit for the Tiris Uranium project. This crucial approval, issued by the National Authority for Radiation Protection, Safety, and Nuclear Security (ARSN), allows Aura Energy to commence development and production. Grove highlighted the importance of this step and mentioned the company's readiness to move forward, emphasising its collaboration with the government. However, the final investment decision is set for the first quarter of next year. In the interim, Aura Energy is focused on expanding its team, conducting economic studies, and progressing with funding efforts. The project requires a US$230 million investment, with Aura Energy already engaging with banks and strategic investors. Notably, the recent 55% increase in the mine... Watch at #Proactive #ProactiveInvestors http://ow.ly/sFxI105AQ94

The forecast of the world energy balance by the International Energy Agency (IEA) until 2050 suggests that, in summary, oil and gas will remain significant, coal will be replaced by renewable energy sources and nuclear power. Overall, this is a positive forecast for Russia: the foundation of our economy, oil and gas, will continue to sustain it. However, several regions with a strong dependence on local coal mining will suffer from changes in the energy balance - for example, the Kemerovo Oblast. Therefore, it is time to start thinking about diversifying such regions today. 🌍🛢️💡 #EnergyForecast #RenewableEnergy #Diversification #RussiaEconomy

Join us in learning about the crucial goal of reducing the environmental impact of mining as we transition to cleaner energy sources! The recent report from the Breakthrough Institute reveals the smaller mining burden of new energy technologies compared to fossil fuels. By embracing low-emission energy sources like wind, solar, and nuclear power, we can pave the way for a future with reduced mining activities. Let's ensure proper oversight to minimize any negative consequences as we transition to cleaner energy alternatives. #SustainableMining #CleanEnergyTransition 🌿⚡️ https://lnkd.in/dEgRfmRb #SolarPower #RenewableEnergy #GreenTech #SustainableLiving #EcoFriendlyInnovation

The uranium market is experiencing an increased demand, driven by its integral role in the clean energy generation in NPPs.

#Uranium prices are forecast to increase towards the end of the decade and beyond. This is due to: - new capacity coming online - high and sustained demand from current plants - inefficient supply growth to meet future requirements - significant supply deficit post-2030 Nuclear energy is expected to play a critical role in achieving carbon reduction targets and supplementing other renewables and traditional energy sources. Disclosure: I recently acquired some shares of Uranium Royalty Corp. (Nasdaq: UROY | TSX: URC) in my #TFSA. #mining #mineralexploration #technology #innovation #energy #savings #renewables #capitalmarkets #investing #futureofmining #electrification

Did you know that Canada is one of the world's biggest uranium producers? 🇨🇦🔋 As highlighted in this article, Canada's rich uranium resources play a crucial role in the global energy landscape. This positions us at the forefront of sustainable and reliable energy solutions. 🌲 #Uranium #Canada #Energy #MiningIndustry #SustainableEnergy Read more here here: https://lnkd.in/gPNyyu6C

🌍🔋 Visualized: Nine Critical Energy Minerals for Investors 🔋🌍 Emission-free technologies such as EVs, solar panels, wind turbines, and nuclear reactors are crucial for reducing energy-related emissions and achieving net zero by 2050. In collaboration with Sprott, Visual Capitalist visualized nine minerals essential for these technologies and their projected compound annual growth rates (CAGR) in market size from 2022 to 2027. 📈 🔹 Cobalt: Stabilizes and extends battery life, found in 63% of EV batteries. 🔹 Copper: Key for electrical infrastructure, renewable systems use up to 6x more than traditional. 🔹 Graphite: Largest component in lithium-ion batteries for EVs and energy storage. 🔹 Lithium: Critical for EV batteries, with 95% of demand projected from batteries by 2030. 🔹 Manganese: Used in lithium-ion battery electrodes. 🔹 Nickel: Enhances battery energy density and driving range. 🔹 Rare Earths: Essential in wind turbine and EV magnets. 🔹 Silver: Top conductivity for solar panels and electrical systems. 🔹 Uranium: Fuels low-carbon nuclear power plants. With demand for clean energy rising, these minerals offer significant opportunities for investors. The projected CAGR for these minerals averages over 8% through 2027, with lithium, silver, and rare earths leading the way. Discover more about the minerals driving the clean energy transition and the investment opportunities they present. 🌟 https://lnkd.in/dVSqNm6R #VVCResources #CleanEnergy #Investing #Sustainability #EnergyTransition #Minerals #EVs #Renewables

The trajectory of the energy transition, once thought to be a straight line to a world of shiny electric cars, offshore wind farms and solar panels tiled on every available rooftop, has become increasingly uncertain. Shifting energy security priorities have ignited a renaissance in nuclear power. Chernobyl, Fukushima and Three Mile Island are again in the rear view mirror. The full potential of solar and wind power have been stymied by aging energy grid infrastructure, while consumer demand for electric vehicles has waned. Investors looking to participate in new growth areas can check out today's Lion Heatmap, which tracks metal and mining companies that supply the energy sector. ‣ The Sprott Uranium Miners ETF (URNM) continues to be resiliently bullish, riding on the planned development of new nuclear power plants worldwide that aims to achieve energy, and arguably national, security imperatives. Although not widely categorized as a renewable source, nuclear power sidesteps the intermittency issues holding back solar and wind power, while offering a complementary pathway to net-zero. ‣ Recent underwhelming demand for EVs has led to an oversupply of raw materials and investment cuts. The Sprott Lithium Miners (LITP) and Nickel Miners (NIKL) ETFs are in bearish territory, as well as ETFs that invest in multiple energy-transition materials, such as the VanEck Rare Earths & Strategic Metals (REMX) and Sprott Energy Transition Materials (SETM). Both ETFs are being weighed down by significant holdings associated with the two metals. ‣ In contrast, the broad based SPDR Metals and Mining ETF (XME), which comprises producers of materials used in traditional industrial and building processes, is mildly bullish. The VanEck Steel ETF (SLX) is even in a resilient uptrend, reflecting ongoing strength in the manufacturing, building and infrastructure sectors. DM or email lion@roaring.trade to get free trial access to the Lion Heat Map customized for your stock portfolio. #energytransition #renewableenergy #renewables #nuclearenergy #nuclear #electricvehicles #metals #mining #miningindustry #uranium #nickel #lithium #steel

Pulsed-Power Technology: Redefining Mineral Extraction I•ROX is turning heads in the mining sector with its revolutionary pulsed-power technology. By harnessing the power of a watch battery and releasing it in a high-intensity pulse, I-ROX can generate up to a gigawatt of energy—equivalent to that of a nuclear power plant! This innovation aims to transform mineral comminution, a process responsible for consuming about 4% of global electrical energy. As we embrace this shift towards sustainability, I-ROX’s approach not only promotes efficiency but also offers an exciting glimpse into the potential for renewable energy solutions in various industries. With notable backing from industry giants and climate-tech innovators like Breakthrough Energy, I-ROX CEO Nathan Flaman, CFA is at the forefront of disrupting traditional mining practices. As we strive toward net-zero emissions by 2050, this cutting-edge technology could pave the way for more sustainable mining operations and even open pathways for planetary resource extraction in the future. #Technology #Energy