Why Are We Sending Critical Metals to the Dump? | Jeff More | TED

6,964 views ・ 2025-04-15

TED


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00:08
So this is the truth about mining.
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It's an absolutely essential industry.
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In fact, we've even named historical ages
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after the metals that are produced by mining.
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So, for example, take the Bronze Age.
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Now bronze is actually 90 percent copper,
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so I think maybe some unfair branding.
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It should have been the Copper Age.
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But the only thing that happened before the Bronze Age was the Stone Age,
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when basically, the level of our material science
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consisted of looking for a nice rock to pick up and smash something with.
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So the first metal
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that humankind figured out how to transform into something useful
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was copper.
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As we advanced technologically,
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copper became known as the industrial metal.
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It typically works behind the scenes, but it is critical.
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Just as some examples,
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without copper, we’d have no lights in this auditorium.
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Smartphones would not exist.
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And that machine that your favorite barista uses
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to make your favorite cup of coffee
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would not be possible.
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I know, that last one was really scary.
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I'm sorry if I took it too far.
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Here's actually the real important part.
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Here are other things that are not possible without copper:
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electric vehicles, wind turbines, solar power.
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In fact, these critical technologies use a lot more copper and other metals
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than the traditional non-sustainable technologies
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that they're replacing.
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This means that demand is growing dramatically,
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to the point that miners are not sure
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how they're actually going to meet that demand.
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Today, globally, we produce 22 million tons of copper per year.
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If forecasters are correct, by 2050,
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there’ll be a supply shortage of 19 million tons,
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almost equal to today's total production.
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If we look out just six years, to 2030,
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that shortage is predicted to be four million tons.
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Now to put that into perspective, today,
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there's about 250 operating copper mines in the world.
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That would require 50 new mines to be built in the next six years.
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Even if we could find that many new potential mines,
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a mine typically takes about 15 years to develop into production,
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so filling the gap with new mines is literally impossible.
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We need other solutions, and we need them now.
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So here's another truth about mining:
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it's traditionally very wasteful.
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This is a photo of a feature that exists at every mine --
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it's the mine's waste dump.
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This particular mine is a mine called Chuquicamata.
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It's in northern Chile,
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in a region that I spent a lot of time in,
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that produces about a third of the world's copper.
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The problem that we have here is that when they create that giant hole,
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all that material gets dug up,
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over half of it ends up here, in the waste dump.
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This is a photo of another waste dump.
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This one is of a mine in Canada, where we started.
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And this gives you a bit of sense of scale.
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In the bottom right-hand corner,
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you see a tiny truck there, driving across.
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in real life, that's actually a massive piece of equipment
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that would dwarf your average pickup truck.
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And this is where the problem is.
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In all that rock piled up,
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there's a lot of good copper that was thrown away in error and wasted.
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Wouldn't it be great if there was a way to meet that demand
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by simply wasting less of what we're already mining?
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Well, there is. And let me explain.
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Miners, of course, want to find and process as much copper as possible,
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but they lack data.
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Traditionally, there's been no way to actually see inside the rock
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as you're digging it out of the ground.
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This is a picture of the first decision step in the mining process.
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It also gives you a sense of the scale of the mine.
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If you look, you can see a little orange dot.
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That's not a hobbit from "Lord of the Rings,"
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that's actually a full-size human.
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That massive shovel digs out the rock after its been blasted.
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And here is where the most important decision in the entire mining process
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has to be made.
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Does that mined rock get put on a truck,
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to be processed and turned into copper that the world needs?
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Or does it go on a truck to be hauled to the waste dump,
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never to be seen again?
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And this is where new technology comes in.
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It's hard to see, but if you look at the top of the bucket,
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you'll see three boxes.
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That's part of a system called ShovelSense,
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that essentially turns this dumb loading instrument
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into a smart measurement device.
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By taking delicate equipment that literally sees inside the rock
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as it tumbles into the bucket,
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and combining that with AI,
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we can create data that's never been available before
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and allow the miner to make better decisions.
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Now this wasn’t easy.
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This had never been done before.
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I think, frankly, nobody was crazy enough to try it,
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so there was no spec that we had.
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So we went with the toughest spec, which is military spec, for shock --
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that's 50 G.
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And our engineering team determined that our hardware would last eight years,
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which sounded pretty reasonable.
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Our first installation lasted ...
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eight minutes.
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Everything broke.
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Everything broke.
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Turns out it's not 50 G, it's actually 400 G, oops.
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But in the last five years,
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we've figured out how to make this not break.
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And we're growing rapidly in the market.
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By applying this technology,
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we're increasing copper production at operating mines
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by between five and 30 percent.
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That's massive.
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And this is the future of mining,
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because it also means that these mines are using less electricity and less water.
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And it's not just copper.
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It also works with other metals, like nickel, iron, zinc, even cobalt,
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all metals that we need for the clean energy transition.
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At MineSense though we did start with copper.
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We’re currently operating at 15 mines in South and North America,
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and we have already increased copper production
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by the equivalent of one whole new mine.
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But we did that in two years,
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not the 15 years it would take to have built that new mine.
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For every ShovelSense that we install,
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we produce enough incremental copper to build 15,000 Tesla Model 3s.
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And we are expanding globally, and we're growing rapidly.
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We believe that we'll be able to produce
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two million tons of extra copper by 2030,
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or, in other words, fill half of that supply shortage.
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And it all comes down to not wasting what is already there.
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Thank you, and if you happen to run into a miner,
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please give them a big hug.
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(Laughter)
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(Applause)
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