Energy Shift
Visualizing Changes in CO₂ Emissions Since 1900
Visualizing CO₂ Emissions Since 1900
Leaders from all over the world are currently gathering at the Conference of the Parties of the UNFCCC (COP 27) in Egypt to discuss climate action, and to negotiate the commitments being made by countries to the global climate agenda.
This visualization based on data from the Global Carbon Project shows the changes in global fossil fuel carbon dioxide (CO₂) emissions from 1900 to 2020, putting the challenge of fighting climate change into perspective.
Cumulative CO₂ Emissions vs. Rate of Change
Global climate change is primarily caused by carbon dioxide emissions. Fossil fuels like coal, oil, and gas release large amounts of CO₂ when burned or used in industrial processes.
Before the Industrial Revolution (1760-1840), emissions were very low. However, with the increased use of fossil fuels to power machines, emissions rose to 6 billion tonnes of CO₂ per year globally by 1950. The amount had almost quadrupled by 1990, reaching a rate of over 22 billion tonnes per year.
Currently, the world emits over 34 billion tonnes of CO₂ each year. Since 1751, the world has emitted over 1.5 trillion tonnes of CO₂ cumulatively.
Prior to the COVID-19 pandemic, average global growth in fossil CO₂ emissions had slowed to 0.9% annually during the 2010s, reaching 36.7 gigatons of CO₂ added to the atmosphere in 2019.
However, in 2020, global lockdowns led to the biggest decrease in CO₂ emissions ever seen in absolute terms. Global fossil CO₂ emissions decreased by 5.2% to 34.8 gigatons, mainly due to halts in aviation, surface transport, power generation, and manufacturing during the pandemic.
Since then, emissions have approached pre-pandemic levels, reaching 36.2 gigatons added to the atmosphere in 2021.
Biggest Emitters, by Country
Asia, led by China, is the largest emitter, with the continent accounting for more than half of global emissions.
Rank | Country | 2020 CO₂ Emissions (Millions of metric tons) |
---|---|---|
#1 | 🇨🇳 China | 10,668 |
#2 | 🇺🇸 United States | 4,713 |
#3 | 🇮🇳 India | 2,442 |
#4 | 🇷🇺 Russia | 1,577 |
#5 | 🇯🇵 Japan | 1,031 |
#6 | 🇮🇷 Iran | 745 |
#7 | 🇩🇪 Germany | 644 |
#8 | 🇸🇦 Saudi Arabia | 626 |
#9 | 🇰🇷 South Korea | 598 |
#10 | 🇮🇩 Indonesia | 590 |
#11 | 🇨🇦 Canada | 536 |
#12 | 🇧🇷 Brazil | 467 |
#13 | 🇿🇦 South Africa | 452 |
#14 | 🇹🇷 Turkey | 393 |
#15 | 🇦🇺 Australia | 392 |
CO₂ emissions from developing economies already account for more than two-thirds of global emissions, while emissions from advanced economies are in a structural decline.
Coal Power Generation Set for Record Increase
To avoid the worst impacts of climate change, more than 130 countries have now set or are considering a target of reducing emissions to net zero by 2050.
Much of the slowdown in emissions growth in the 2010s was attributable to the substitution of coal—the fuel that contributes most to planet-warming emissions—with gas and renewables. In addition, during the previous COP26 held in Glasgow, 40 nations agreed to phase coal out of their energy mixes.
Despite that, in 2021, coal-fired electricity generation reached all-time highs globally and is set for a new record in 2022 as consumption surged in Europe to replace shortfalls in hydro, nuclear, and Russian natural gas.
As leaders meet in Egypt for the world’s largest gathering on climate action, it will be up to them to come up with a plan for making their environmental aspirations a reality.
Electrification
Visualizing China’s Cobalt Supply Dominance by 2030
Chinese companies are expected to control 46% of the cobalt supply by 2030.
Visualizing China’s Cobalt Supply Dominance by 2030
Chinese dominance over critical minerals used in technologies like smartphones, electric vehicles (EVs), and solar power has become a growing concern for the U.S. and other Western countries.
Currently, China refines 68% of the world’s nickel, 40% of copper, 59% of lithium, and 73% of cobalt, and is continuing to expand its mining operations.
This graphic visualizes the total cobalt supply from the top 10 producers in 2030, highlighting China’s dominance. The data comes from Benchmark Mineral Intelligence, as of July 2024.
Cobalt production (tonnes) | Non-Chinese Owned Production | Chinese Owned Production | 2030F (Total) | 2030F (Share) |
---|---|---|---|---|
🇨🇩 DRC | 94,989 | 109,159 | 204,148 | 67.9% |
🇮🇩 Indonesia | 23,288 | 25,591 | 48,879 | 16.3% |
🇦🇺 Australia | 7,070 | 0 | 7,070 | 2.4% |
🇵🇭 Philippines | 5,270 | 0 | 5,270 | 1.8% |
🇷🇺 Russia | 4,838 | 0 | 4,838 | 1.6% |
🇨🇦 Canada | 4,510 | 0 | 4,510 | 1.5% |
🇨🇺 Cuba | 4,496 | 0 | 4,496 | 1.5% |
🇵🇬 Papua New Guinea | 541 | 3,067 | 3,608 | 1.2% |
🇹🇷 Turkey | 2,835 | 0 | 2,835 | 0.9% |
🇳🇨 New Caledonia | 2,799 | 0 | 2,799 | 0.9% |
🌍 ROW | 10,336 | 1,901 | 12,237 | 4.1% |
Total | 160,974 | 139,718 | 300,692 | 100.0% |
China’s Footprint in Africa
Cobalt is a critical mineral with a wide range of commercial, industrial, and military applications. It has gained significant attention in recent years due to its use in battery production. Today, the EV sector accounts for 40% of the global cobalt market.
The Democratic Republic of Congo (DRC) currently produces 74% of the world’s cobalt supply. Although cobalt deposits exist in regions like Australia, Europe, and Asia, the DRC holds the largest reserves by far.
China is the world’s leading consumer of cobalt, with nearly 87% of its cobalt consumption dedicated to the lithium-ion battery industry.
Although Chinese companies hold stakes in only three of the top 10 cobalt-producing countries, they control over half of the cobalt production in the DRC and Indonesia, and 85% of the output in Papua New Guinea.
Given the DRC’s large share of global cobalt production, many Chinese companies have expanded their presence in the country, acquiring projects and forming partnerships with the Congolese government.
According to Benchmark, Chinese companies are expected to control 46% of the global cobalt mined supply by 2030, a 3% increase from 2023.
By 2030, the top 10 cobalt-producing countries will account for 96% of the total mined supply, with just two countries—the DRC and Indonesia—contributing 84% of the total.
Energy Shift
Visualizing the Decline of Copper Usage in EVs
Copper content in EVs has steadily decreased over the past decade, even as overall copper demand rises due to the increasing adoption of EVs.
Visualizing the Decline of Copper Usage in EVs
Copper intensity in passenger battery electric vehicles (BEVs) has steadily decreased over the last decade, driven by numerous technological advancements alongside increasing usage of alternative materials such as aluminum.
In this graphic, we visualize the evolution of copper demand in various subcomponents of passenger battery electric vehicles (BEVs) from 2015 to 2030F, along with total global copper demand driven by EVs for the same period. This data comes exclusively from Benchmark Mineral Intelligence.
Copper Intensity Per Car
According to Benchmark Mineral Intelligence, the copper intensity per vehicle is expected to decline by almost 38 kg, from 99 kg in 2015 to 62 kg by 2030.
Year | Wiring | Motor | Copper Foil | Busbar | Auxiliary Motor | Charging Cable | Total |
---|---|---|---|---|---|---|---|
2015 | 30 | 8 | 41.26 | 13.23 | 2.87 | 3.96 | 99.32 |
2016 | 29 | 8 | 38.68 | 13.37 | 2.85 | 3.92 | 95.82 |
2017 | 28 | 7 | 32.67 | 12.72 | 2.84 | 3.90 | 87.13 |
2018 | 27 | 7 | 26.39 | 11.87 | 2.82 | 3.88 | 78.96 |
2019 | 26 | 7 | 28.00 | 10.85 | 2.78 | 3.82 | 78.45 |
2020 | 25 | 7 | 24.71 | 10.24 | 2.73 | 3.76 | 73.44 |
2021 | 24 | 6 | 25.27 | 9.29 | 2.69 | 3.70 | 70.95 |
2022 | 23 | 7 | 28.44 | 8.56 | 2.65 | 3.64 | 73.29 |
2023 | 22 | 7 | 29.87 | 8.12 | 2.61 | 3.58 | 73.18 |
2024F | 21 | 7 | 27.73 | 7.67 | 2.56 | 3.52 | 69.48 |
2025F | 20 | 7 | 27.79 | 7.19 | 2.52 | 2.51 | 67.01 |
2026F | 20 | 7 | 27.78 | 6.63 | 2.48 | 3.41 | 67.30 |
2027F | 19 | 8 | 27.55 | 6.15 | 2.44 | 3.35 | 66.49 |
2028F | 18 | 8 | 26.77 | 5.70 | 2.40 | 3.30 | 64.17 |
2029F | 18 | 8 | 26.17 | 5.51 | 2.39 | 3.28 | 63.35 |
2030F | 17 | 8 | 25.63 | 5.44 | 2.37 | 3.26 | 61.70 |
One of the most significant factors driving this decline is thrifting, where engineers and manufacturers continuously improve the efficiency and performance of various components, leading to reduced copper usage. A key example of this is in battery production, where the thickness of copper foil used in battery anodes has significantly decreased.
In 2015, Benchmark estimated copper foil usage was just over 41 kg per vehicle (at an average thickness of 10 microns), but by 2030, it is projected to fall to 26 kg as manufacturers continue to adopt thinner foils.
Similarly, automotive wiring systems have become more localized, with advances in high-voltage wiring and modular integration allowing for reduced copper content in wiring harnesses.
Copper used in wiring has dropped from 30 kg per vehicle in 2015 to a projected 17 kg by 2030.
Newer, more compact power electronics and improved thermal management in motors and charging cables have also contributed to the reduction in copper usage.
Substitution has also played a role, with alternatives such as aluminum increasingly being used in components like busbars, wiring harnesses, and charging cable applications.
Aluminum’s lighter weight and lower cost have made it a practical alternative to copper in specific applications, though the additional space required to achieve the same level of conductivity can limit its use in certain cases.
Benchmark estimates that copper used in automotive wire harnesses has declined by 30% between 2015 and 2024.
The Road Ahead
Despite reductions in per-vehicle copper usage, the outlook for copper demand from the EV sector remains strong due to the sector’s growth.
Year | EV Sector Copper Demand (tonnes) |
---|---|
2015 | 56K |
2016 | 82K |
2017 | 111K |
2018 | 166K |
2019 | 179K |
2020 | 237K |
2021 | 447K |
2022 | 696K |
2023 | 902K |
2024F | 1.0M |
2025F | 1.2M |
2026F | 1.5M |
2027F | 1.7M |
2028F | 2.0M |
2029F | 2.2M |
2030F | 2.5M |
Benchmark’s analysis indicates that by 2030, copper demand driven by EVs alone will exceed 2.5 million tonnes, securing copper’s critical role in the transition to a low-carbon future.
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