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‘Renewable Energy Waste Crisis Is Much Worse Than You Think’

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Waste disposal is not a popular topic of discussion in the media when it comes to renewable energy. Most of the coverage that solar and wind power is getting is strongly positive, with a focus on falling costs and rising efficiencies, as well as government plans for huge increases in installed capacity. Yet problems tend to lurk and wait to spring up. Now, the waste problem is springing up.
TheInternational Renewable Energy Agency (IRENA) estimated in 2016 that unless we made significant changes to our treatment of solar panels, they could add up to 78 million tons of waste. The IRENA did not phrase it this way. It said that “recycling or repurposing solar PV panels at the end of their roughly 30-year lifetime can unlock an estimated stock of 78 million tonnes of raw materials and other valuable components globally by 2050.”
The thing is that most panels do not live to see their 30th birthday, as an article in the Harvard Business Review from June pointed out. Solar waste, it said, is growing much faster than it should have, theoretically. This is because another thing that you wouldn’t see widely publicised is solar panels beginto lose efficiency from the moment they are installed.
Meanwhile, new, more efficient panels are being developed. Even if the loss of efficiency is minuscule, at an average 0.5 percent, that figure is off the top of a typical efficiency rate of less than 30 percent (light-to-electricity conversion), so when offered a higher efficiency installation, many residential solar owners would consider it. The authors of the article, dubbed The Dark Side of Solar Power, point to the continuous improvements in solar panel technology as a reason for shorter actual lives for residential panels. They note that thanks to these improvements, both in cost and efficiency, consumers are a lot less likely to wait for their panels to turn 30 before they replace them. As a result, these early replacements could lead to 50 times more solar panel waste than IRENA had forecast.
It’s worth noting that IRENA’s forecast for the 78-million-ton opportunity from solar panel waste was made in 2016. A lot of things have changed over the past five years, including the rate of growth in solar panel installations. Unfortunately, what hasn’t changed a lot is the economics of recycling solar panels.
Grist reported recently that, according to researchers and recycling industry insiders, the cost of recycling a solar panel varies between $12 and $25. Meanwhile, the income from recovering certain elements from it comes in at about $3. According to the National Renewable Energy Laboratory, recycling a solar panel costs between $20 and $30, while sending it to a landfill costs $1-2. And while the EU has put in place recycling mandates, the U.S. has no such mandates on a national level.
This massive difference in the cost of recycling versus the cost of dumping panels at landfills hints at an unpleasant truth that we are seeing in the EU already. There are recycling mandates there. The countries with the highest solar capacity pay the most for their electricity. This could, of course, be a coincidence, but that’s quite unlikely: recycling costs money, and somebody has to foot that bill.
It is this bill that busts the myth of the cheap solar power that can fuel the whole world because the sun is there and shines for free. This is true. But once you add the costs of recycling to the total cost of solar energy, as the Harvard Business Review authors note, the cost of solar jumps four times.
The future, in the absence of quick action, looks bleak, according to the researchers who penned the HBR article.
“If we plot future installations according to a logistic growth curve capped at 700 GW by 2050 (NREL’s estimated ceiling for the U.S. residential market) alongside the early replacement curve, we see the volume of waste surpassing that of new installations by the year 2031,” Atalay Atasu, Serasu Duran, and Luk N. Van Wassenhove wrote.
“By 2035, discarded panels would outweigh new units sold by 2.56 times. In turn, this would catapult the LCOE (levelised cost of energy, a measure of the overall cost of an energy-producing asset over its lifetime) to four times the current projection. The economics of solar so bright-seeming from the vantage point of 2021 would darken quickly as the industry sinks under the weight of its own trash.”
This sounds bad enough. It’s even worse because there are only a handful of companies in the U.S. that recycle solar panels. But there is also wind turbine blade waste that is building up, and while, unlike solar panels, it does not contain toxic materials, the sheer size of the blades makes it a significant waste problem. Wind turbine blades are not recyclable yet, and tons of them are coming to landfills over the next 20 years; more than 720,000 tons in the U.S. alone.
“Because there are so few options for recycling wind turbine blades currently, the vast majority of those that are no longer able to be used are either stored in various places or taken to landfill,” says CEO, and co-founder of CruxOCM, Vicki Knott.
“While the waste stream represents only a tiny portion of municipal solid waste, it’s clearly not an ideal scenario. As wind turbines are being replaced, there’s certainly a need for more creative recycling solutions for used blades,” Knott also said.
It all sounds like a waste nightmare scenario, and it pretty much is.
While many residential solar panels will live out their lives, many others will not. But this is only the beginning of the problem. Recycling costs must be brought down and capacity built before the current wave of utility-scale solar farm additions subsides because anything done later would be playing catch-up with little chance to win.
Slav writes for Oilprice.com

By: Irina Slav

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Resource Wars Are Here and Oil Is the First Casualty

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In just over a year, the world saw several instances of a choked supply of commodities indispensable for today’s economies and military capabilities.
From China’s restrictions on rare earths and critical minerals supply to the de facto closure of the Strait of Hormuz, policymakers and analysts began to realize that the control of oil, critical minerals, rare earths, and magnets is as important as building and maintaining stockpiles of advanced weapons. It also became clear that without these resources, defense and military capabilities could be weakened. The actual arms race goes hand in hand with the new battle for the resources that underpin economic, manufacturing, and advanced military development.
“Great-power competition has returned to basics: who controls the physical resources that modern economies and militaries run on,” Alice Gower, a partner at London-based political-risk advisory firm Azure Strategy, told the Wall Street Journal.
“Energy, critical minerals and industrial capacity are leverage, not just economic assets,” Gower added.
The war in the Middle East and the blockage at the Strait of Hormuz laid bare the reality of choked energy supply. The world’s most vital oil and LNG chokepoint, through which 20% of daily global trade flowed before the Iran war, has been essentially closed for most tanker traffic for more than three weeks.
The massive supply shock, the worst disruption in the oil market in history, showed that the world is dependent on energy resources, and that geography and actual physical supply matter. With so much oil and gas stranded in the Middle East, oil prices spiked to above $100 per barrel, natural gas prices in Europe doubled, and Asian spot LNG prices hit multi-year highs.
The precarious situation in the Middle East is reverberating across Asia, the region most dependent on oil and LNG supply from the Persian Gulf. Asian refiners pay sky-high premiums for non-Middle Eastern crude, many are considering cutting or have already cut processing rates, and countries have started to enact fuel-preserving measures, from four-day work weeks to bans on fuel exports.
In Europe, the gas refilling season will be the toughest yet, as Asia is outbidding Europe for spot LNG supply after Qatar’s LNG is effectively sidelined and full capacity may not return for up to five years following Iranian missile attacks last week.
Even the ‘energy independent’ United States, the world’s top oil producer, is not independent when it comes to global supply shocks of such magnitude.
The national average price of gasoline is approaching $4 per gallon nationwide, more than $1 a gallon compared to a month ago, before the start of the war.
Oil is a global resource, traded on a global market, and prices reflect fundamentals, although they have been driven by hectic trading activity on geopolitics in recent weeks. But the fundamentals show that there is no resource available to plug the gap that has opened in Middle Eastern supply. Producers are slashing output due to a lack of storage capacity, which further delays a rapid recovery in supply when this mess ends.
All this goes to show that whoever controls the Strait of Hormuz has enormous leverage on inflicting global economic pain.
While the world is focused on the Strait of Hormuz, the race for rare earths and critical minerals continues, with the U.S. and Western countries scrambling to dent China’s dominance.
Since China restricted exports of rare earth elements early in 2025, Western countries have raced to create mine-to-magnet supply chains to reduce dependence on Chinese supply in the key military and automotive industries.
China holds a 59% share of the mining of rare earths, 91% in refining, and a whopping 94% in magnet manufacturing, the International Energy Agency (IEA) estimates.
The U.S. has responded by taking stakes in minerals mining companies, the launch of a U.S. Strategic Critical Minerals Reserve, known as Project Vault, and is leading efforts to break the Chinese stronghold on the pricing of these minerals critical for the defense and auto industries and national security.
Chinese dominance could be eroded, but it would take years.
Still, rising neodymium-praseodymium (NdPr) supply from countries like the U.S. and Australia is set to reduce China’s market share to 69% by 2030 from 90% in 2024, Bloomberg Intelligence (BI) said in new research this month.
“We’re seeing a surge in rare-earth investment as modern technologies demand more critical materials,” said Jack Baxter, Global Metals & Mining Analyst at BI and co-author of the report.
“That said, we anticipate a significant shortfall in supply due to trade uncertainties, with lead times as long as 10 years to get new material out of the ground,” Baxter added.
“This will give pricing power to the few producers that currently are able to supply critical materials outside of China, fracturing the globalized market.”
Amid fractured markets and high geopolitical uncertainty, one thing is certain – the next arms race, alongside the actual arms race, will be for control of key resources such as oil and critical minerals.
By Tsvetana Paraskova
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Transcorp Energy, Renewvia Partner On Renewable Energy Gap

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Transcorp Energy Limited and Renewvia Solar Nigeria Limited have signed a Memorandum of Understanding to jointly develop renewable energy projects across Nigeria.
The move is aimed at addressing the persistent power deficit that has crumble businesses in the nation.
The agreement also outlines a longer-term plan to expand operations across Africa, positioning both firms to tap into growing demand for clean and reliable electricity.
The partnership would target commercial, industrial and residential consumers, as well as underserved communities, through a mix of off-grid and grid-connected energy solutions.
Beyond electricity provision, the collaboration would explore the aggregation and monetisation of Renewable Energy Credits generated from the projects, adding a commercial layer to the clean energy rollout.
The Managing Director and Chief Executive Officer, Transcorp Energy, Chris Ezeafulukwe, said the initiative aligns with the company’s broader strategy to expand access to sustainable power.
He noted that combining grid and decentralised energy systems would enable the company to deliver reliable electricity directly to end-users across different segments of the economy.
Chief Executive Officer of Renewvia, Trey Jarrard, described Nigeria as a critical market for the company’s African ambitions.
According to him, the partnership provides a platform to scale operations rapidly by leveraging established infrastructure and local expertise, while delivering cost-effective and resilient energy solutions.
Both companies said the agreement lays the foundation for a scalable pan-African renewable energy business, capable of supporting diverse markets and accelerating the continent’s transition to cleaner power sources.
The collaboration comes amid increasing pressure on governments and private sector players to deploy sustainable energy solutions to bridge electricity gaps, reduce reliance on fossil fuels, and support economic growth across Africa.
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IYC Tasks Niger Delta Governors On  Oil Field Bidding  ….Decries Exclusion of Host Communities

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The Ijaw Youth Council (IYC) Worldwide has raised concerns over the continued exclusion of host communities from the governance of oil resources, urging Niger Delta governors to take decisive steps by bidding for oil blocs and marginal fields.
The council warned that failure to act would allow external interests to continue dominating the region’s oil assets, despite their location within host communities.
Secretary-General of the council, Maobuye Nangi-Obu, started this at the stakeholders’ meeting organised by the Pipeline Infrastructure Nigeria Limited , with participants drawn from Rivers, Abia and Imo States, in Port Harcourt, recently.
“It is time for state governments in the Niger Delta, especially Rivers State, to form oil companies that can bid for marginal fields within their territories”, he said.
Nangi-Obu expressed concern over the reported listing of about 25 marginal oil fields for allocation, noting that many were located in host communities but allegedly being assigned to non-indigenes.
In his words “They sit in Abuja and decide what happens in our region, yet we are not part of the oil governance of our own resources”.
He explained that marginal fields, though considered uneconomical by major oil firms, remain viable for indigenous operators, adding that their allocation had continued to fuel grievances in the Niger Delta.
The IYC scribe also warned of the implications of directional drilling, describing it as a growing threat to host communities.
“There could be oil wells in your community, and somebody elsewhere could be drilling that oil without your knowledge,” he cautioned.
On environmental concerns, Nangi-Obu condemned the persistent gas flaring in the region, blaming both international and local operators for failing to invest in gas processing infrastructure.
He, however, commended Pipeline Infrastructure Nigeria Limited for its engagement with host communities.
“Pipeline Infrastructure Nigeria Limited is doing the right thing by engaging stakeholders. Not all companies are doing what they are doing,” he stated.
Traditional rulers at the meeting, further acknowledged improvements linked to the company’s activities in their areas.
The Eze Ekpeye-Logbo, King Kevin Anugwo, represented by Dr Patricia Ogbonnaya, noted that “aquatic life that disappeared due to pollution is gradually returning,” attributing the development to improved environmental conditions.
Similarly, Chairman of the K-Dere Council of Chiefs, Chief Batom Mitee, said, “There is now peace in our community,” stressing,  increased oil production must translate into tangible benefits for host communities.
By: King Onunwor
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