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tv   Planet A  Deutsche Welle  November 9, 2024 2:15am-2:31am CET

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ceremony in los angeles in february and watching data, the news from berlin and your off that i'd stick with us. next, we have an advantage environment show a plan that i look in house here, could produce more lithium batteries and life. and when i was 8 years old, i was already dreaming of a future as a sooner and i wanted to become a hero of my family. his dream was within reach. she'd become a star in turkey overnight. a man took everything from with the help of his family and music. she rebuilt her life. and then her sister also became a family scholar by hatred and to murder the daughters. i am willing to work for change tax and also i will sing my song. maybe my voice will be heard back to bring
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to our seeking justice for the victims of santa size. starts november 21st on d w. the. take a look at this chart. it shows how much with you in the us producing it may look like a lot, but compared to the rest of the world, it's only point one percent. basically next to nothing but the units of white gold, we need to make batteries for electric cars and huge ones to serve renewable energy . so a pretty important mineral for the green transition d e was trying to pinnacle the point one percent. it means the block has to massively rely on imports, and you don't need to be an expert to see the big problem here because it means any trouble overseas could spell disaster for the use battery needs. i think they you is panicking. 0 is very, very late. so the, your team, the commission, which draws up new laws for the 27 member pock attached to plan. they want to build
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out a homegrown with him supply chain from mining to processing and turning it into batteries, all of which is going to happen in someone's backyard. you cannot come to serbia and take land from the said being from and expect people to be what. so how realistic are they use goals really? first, let's take a look at the current state of the east battery supply chain starting with what's called upstream. that's a mining extraction of for all the t m, australia to it, and china, other roles, top producers here, accounting for 90 percent of all of our lives. you can, you produce very little and imports and start this process. it needs to be purified before you can make batteries. this is called midstream, and this is where the biggest problem is you, you probably is kind of a, is a senior director of the non profit transport and environment. she works on sustainable batteries and critical raw materials because anywhere between 70 to 90 percent of that stage depending on the mineral,
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he's actually in china. but you have so little domestic refining capabilities that it currently imports almost all of its process. and then there's the downstream part, which is making the actual batteries the you does have some battery factors, but 75 percent of production capacity is owned by korean companies. oh, jeez. plan and pull into accounts for 50 percent alone. also, buying batteries from abroad is still cheaper than making them in europe, especially since the cost of importing them is so low. right now, as we're struggling to scale that to re manufactured the impulse terrace into europe is just over one percent. one percent white, and would you ever thought that with one percent the pictures this europe very very much depends on the rest of the world for its batteries. and this turns into a real problem when something unexpected happens. for example, prices for process, lithium, hit record highs. after covered lockdown to mess with supply chains and cause of severe delays in mining. after that, you signed long term supply contracts between producers and australia to
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a and argentina. then it got the serious about legislation. am announcing 8 europe in critical role materials xt. the law says that by 2030, so basically tomorrow the eu has to serve 10 percent of its critical raw materials domestically and turned 40 percent. it's raw materials and to battery good stuff inside the you. and that's a long way from the side is club completely unrealistic. dr. young called as a jo chemist working on the team extraction and he's here for the reality check. when we look very much upstream, i think, is not feasible at all. because it takes so much time to, to make a mine and to do the best that there is a fair bit of a thing in europe. 3 point one percent of the world's reserves, according to the european commission mining is going on on a feeling that sweep poland. and then of course, the eastern european part of the main yearbook diarrhea, greece is some, i mean,
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some of the biggest on top to reserves though are on the checked german border. austria, spain, and portugal and mining corporations are trying to get these deposits. london based savannah resources has proposed building several mines in portugal, colors to but also region in spain. with you, my dear, you have plans to launch an open pit mine in the rural area of kind of it uh where it's planning to operate for 30 years. now we're going to check with public the scene of that project. brenda european metals holdings claims to be the largest her voc lithium project, and e u am of them all the project that we have now. cut them into operation. then this wouldn't be enough for the supply of funeral. so what's holding them back? part of the answer is currently playing out in a country more known for the biggest time start, then it's mineral deposits to most of them are aware of serbia's rich resources and the enormous potential field was confirmed reserves of a 158000000 tons of lithium board, serbia isn't a number state of the new yet,
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but what's happening here is emblematic of the continent, the struggles to get their battery industry going. british australian mining try and pretend to has been fighting for mining rights and the jot. our region of western serbia since 2004, a scientific study says that enough with him can be extracted here to cover 90 percent of the continents needs the residents of seriously protested against the steering land grabs and a distorted environment. they managed to revoke reattempt as license in 2022, but after the government knew, turn, the project was reinstated in july. presidents again took to the streets. this country has been slowly sold all to find in best way. i don't know of a coverage as an entry, mind me active a split. the group are said to dana, people just had enough, you know, region like as much you, menissi are in mining companies in the world. that could be the much the raise or mining. we don't want another line and so like we need to clean what's going on the 1st before any findings, investors are allowed to occupy land and turn and beat into
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a waste of scientific studies showed that research drilling by rio tend to, has already leaked bron arsenic and lift him into rivers active, a state of mining sites threatens and eco system that has hundreds of protected species with generational firms that produce 70000000 euros worth of food per year . survey is not alone. people in portugal, spain and france have also protested plans mining projects in their regions. be now to get the someone comes along here and i'm taking them on the line or then we roll out the red carpet for him. and we don't ask you different kinds of people i said model my children who were growing up in the village next doing this. not in my backyard sense or no indeed for sure. it has pushed back on efforts to extract more, let him in the but i'm like families. supply chains are dependent on the middle child without processing. you can mind as much lift him as you want, but your factory still can't use it. and right now that use which in mystery isn't that shape for lifting, refining this directly to capacity. phillips,
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i dollars an adviser for the auto industry. he says the biggest problem is that it's still just too expensive to do it in europe. got to bring energy costs down while you have to go where, where you have the fordable, cheap energy, which is at the same time renewable because we want to have sustainable battery supply chain in europe. so this means bringing the refiners to coastal areas for wind, the north for hydro power and the south for solar. recently they did get the ball rolling on refineries. in september 2024 dutch company am g critical minerals launched production edits planned to input this out germany. it prints to produce an, a battery grade lithium for run $500000.00 eddies per year. other companies like germany's will kind of energy looks and board based lavista and frances, very creatively named lead him to false, also have refinery projects and development. but europe will need more than just plant capacity. labor is very, very expensive in, in europe compared to other regions of the world. so i think i'll to mention of the
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prophecies will be the key leader. when we look at the state of europe's downstream industry, the weather is sunny or but with a few more storms. this is actually where i think you're going to meet most of its needs. but you already produced half the battery cells that needed in 2022. the majority came from algae plants and poland, and samsung ones and hungry. and the continent is rapidly scaling up. here it is planning to build almost 50 battery factories by 2030. theoretically, if these were total $1.00, turn lots of production capacity. a whopping 10 fold increase from 2023. so there's so much catching up to do. chinese projected 2030 capacity is about 4 turner watts, which means the race might already be over. us for the storms, the same problems apply to down stream estimated stream establishing a battery. so factory in europe is almost 50 times more expensive than in china, according to a transport environment report. and the sector is also been played with bad news
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from its poster children, like sweden, smartphones were 2 workers have died and at least $26.00. others were seriously injured in factories. in june 2024 bmw, cancel the 2000000000 euro contract after delay delivery. and quality concerns, despite raising 15000000000 and funding the company is struggling so badly and had to weigh off a substantial part of its workforce and solve one of its doctors. market conditions are also partly to blame. looking price has came down again in 2023, which means even cheaper batteries from china, just about a slump in european easy demand and you're in for a tough so the battery is available at his 20 no prices because of the huge over capacities which have been built up in china on the last use every actually project and this is regards to, to mid stream and to downstream. battery project in europe has to, to present a positive business case. in fact, a report says that around half the user announce capacities in 2030 are now
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considered at risk of being delayed scale down or canceled. all this means that you needs to throw money on this binary industry to stand a chance. and he reports that 76000000000 euros would be needed just for battery manufacturing to achieve 2030 goals. in 2024, the commission had announced just 9000000000 euros and battery supply chain investment and private investment has also side away compare this to what's happening in the us is 2023 inflation reduction act punched over $70000000000.00 towards a v and battery supply. chain and it works just look at tesla, who pulled some of its investments in germany to focus on the north american market last year. it's so simple. it's so visible by without having any knowledge expense he's been, you know, i'm in business for example, can calculate what will be my return on investment, the find less than a bad. she's actually in the us. and if i could, i would invest in the pension back to me in the us. what the us has done, we come to because we are
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a federation of member states. we're not the country in europe. 20 southern member states have to agree then get businesses on board before anything happens in china . the government just does it at the moment the that said, the investment climate is a bit chilly to what we need now is from campuses to get to this slump. this is market slow down for the next couple of years. it's all about having industrial bullets to that will be about the business case and this policy can be around trait. so for example, terry's on the back to results it can be around carbon footprints, environmental requirements. that's what at the bond, 6 local manufacturing in europe. again, we have it in the plants, but the delay. and of course, finally, it could be simply investment support either full cole. this is towards the objectives that we talk about. or, as i said, we, we, we go home. so we'll, we'll europe's battery supply chain book, like in the future. my name will likely remain global,
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that you get this minerals from lots of different countries, which makes it less risky. processing is rather content will need to really up its game. and as for production, you will probably have to get comfortable with some long term relationships. the best way of course, would be if you have joint ventures that would enable eruption players to, to catch up in terms of the technology and capabilities with the asian companies. the elephant in the room is that building out this industry has environmental and social costs. so far, all the issues around this polish labor conditions, environmental issues, should be exposed to other comforts. and i find this on ethic. i find this unacceptable situation. but many of them and the impact of extractive mining is something people in europe will have to face up to you sooner or later. just look at so the and don't expect that that's not going to happen. where you are, does your region have a working battery supply chain?
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