Arkansas may be sitting on 19 million tons of lithium
Researchers now estimate how much “white gold” may be found in southern Arkansas’s vast lithium reserves: up to 19 million tons, or enough to meet the projected 2030 world demand nine times over.
United States Geological Survey (USGS) researchers used water testing and machine learning to get an estimate of what might be found in an underground brine in the Smackover Formation in southern Arkansas, a relic of an ancient sea that is now a vast limestone formation that stretches from Texas, Louisiana, Arkansas, Alabama, Mississippi, and into Florida. The researchers announced that it could contain anywhere from 5 million to 19 million tons of lithium.
“If commercially recoverable, the amount of lithium present would meet projected 2030 world demand for lithium in car batteries nine times over,” the researchers said in a news release.
Published in the journal Science Advances, the study cites that the lithium found in southern Arkansas could make up to 36% to 136% of the current US lithium reserve estimate – of course, that’s a sweeping number, but we get the gist. A lot of lithium, but the problem is how to get it out.
Lithium extraction – a nascent industry in the US – usually involves open-pit drilling and creating huge evaporation pools, all which can take months and years and leave destruction in their wake. Last year, ExxonMobil acquired the rights to 120,000 gross acres of the Smackover formation in southern Arkansas and have been using oil and gas drilling methods to access the saltwater brine about 10,000 feet underground.
To extract the lithium, the company uses direct lithium extraction (DLE) technology, in which brine is pumped to the surface, then lithium and other minerals are extracted before sending the water back underground. It’s touted as more environmentally friendly, but climate activists say the technology is largely untested and question the danger of using it at scale and how it could affect the water supply. Exxon has said that it aims to enter production in 2027, according to a report in the New York Times, and “to be churning out enough lithium by 2030 to supply more than a million electric vehicles per year.”
Of course, there are other hurdles. According to the Arkansas Times, five corporations in total have been looking to start extracting lithium in southern Arkansas, and are currently locked in a dispute with landowners over how much to pay for mineral rights. The companies – Albemarle Corporation, ExxonMobil, Standard Lithium, Lanxess, and Tetra Technologies Inc. – filed a joint application in late July to set a royalty rate of 1.82%, which landowners say would allow the companies to illegally bypass the state’s rulemaking process.
To get to their estimates, researchers took samples from Arkansas and analyzed them at the USGS Brine Research Instrumentation and Experimental lab in Reston, Virginia, and then compared them with data from historic samples within the USGS Produced Waters Database of water from hydrocarbon production. Using machine learning, researchers combined lithium concentrations in brines with geological data to create maps that predict total lithium concentrations across the region, even in areas lacking lithium samples.
“Our research was able to estimate total lithium present in the southwestern portion of the Smackover in Arkansas for the first time,” said Katherine Knierim, a hydrologist and the study’s principal researcher. While noting that the estimates are “an in-place assessment,” she adds that they “estimate there is enough dissolved lithium present in that region to replace US imports of lithium and more.”
Photo: Courtesy of the United States Geological Survey
Read more: A California lake has enough lithium to power 375 million EVs
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Wind energy powered 20% of all electricity consumed in Europe (19% in the EU) in 2024, and the EU has set a goal to grow this share to 34% by 2030 and more than 50% by 2050.
To stay on track, the EU needs to install 30 GW of new wind farms annually, but it only managed 13 GW in 2024 – 11.4 GW onshore and 1.4 GW offshore. This is what’s holding the EU back from achieving its wind growth goals.
Three big problems holding Europe’s wind power back
Europe’s wind power growth is stalling for three key reasons:
Permitting delays. Many governments haven’t implemented the EU’s new permitting rules, making it harder for projects to move forward.
Grid connection bottlenecks. Over 500 GW(!) of potential wind capacity is stuck in grid connection queues.
Slow electrification. Europe’s economy isn’t electrifying fast enough to drive demand for more renewable energy.
Brussels-based trade association WindEurope CEO Giles Dickson summed it up: “The EU must urgently tackle all three problems. More wind means cheaper power, which means increased competitiveness.”
Permitting: Germany sets the standard
Permitting remains a massive roadblock, despite new EU rules aimed at streamlining the process. In fact, the situation worsened in 2024 in many countries. The bright spot? Germany. By embracing the EU’s permitting rules — with measures like binding deadlines and treating wind energy as a public interest priority — Germany approved a record 15 GW of new onshore wind in 2024. That’s seven times more than five years ago.
If other governments follow Germany’s lead, Europe could unlock the full potential of wind energy and bolster energy security.
Grid connections: a growing crisis
Access to the electricity grid is now the biggest obstacle to deploying wind energy. And it’s not just about long queues — Europe’s grid infrastructure isn’t expanding fast enough to keep up with demand. A glaring example is Germany’s 900-megawatt (MW) Borkum Riffgrund 3 offshore wind farm. The turbines are ready to go, but the grid connection won’t be in place until 2026.
This issue isn’t isolated. Governments need to accelerate grid expansion if they’re serious about meeting renewable energy targets.
Electrification: falling behind
Wind energy’s growth is also tied to how quickly Europe electrifies its economy. Right now, electricity accounts for just 23% of the EU’s total energy consumption. That needs to jump to 61% by 2050 to align with climate goals. However, electrification efforts in key sectors like transportation, heating, and industry are moving too slowly.
European Commission president Ursula von der Leyen has tasked Energy Commissioner Dan Jørgensen with crafting an Electrification Action Plan. That can’t come soon enough.
More wind farms awarded, but challenges persist
On a positive note, governments across Europe awarded a record 37 GW of new wind capacity (29 GW in the EU) in 2024. But without faster permitting, better grid connections, and increased electrification, these awards won’t translate into the clean energy-producing wind farms Europe desperately needs.
Investments and corporate interest
Investments in wind energy totaled €31 billion in 2024, financing 19 GW of new capacity. While onshore wind investments remained strong at €24 billion, offshore wind funding saw a dip. Final investment decisions for offshore projects remain challenging due to slow permitting and grid delays.
Corporate consumers continue to show strong interest in wind energy. Half of all electricity contracted under Power Purchase Agreements (PPAs) in 2024 was wind. Dedicated wind PPAs were 4 GW out of a total of 12 GW of renewable PPAs.
Read more: Renewables could meet almost half of global electricity demand by 2030 – IEA
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In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss the official unveiling of the new Tesla Model Y, Mazda 6e, Aptera solar car production-intent, and more.
The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.
As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.
After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:
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The Chinese EV leader is launching a new flagship electric sedan. BYD’s new Han L EV leaked in China on Friday, revealing a potential Tesla Model S Plaid challenger.
What we know about the BYD Han L EV so far
We knew it was coming soon after BYD teased the Han L on social media a few days ago. Now, we are learning more about what to expect.
BYD’s new electric sedan appeared in China’s latest Ministry of Industry and Information Tech (MIIT) filing, a catalog of new vehicles that will soon be sold.
The filing revealed four versions, including two EV and two PHEV models. The Han L EV will be available in single- and dual-motor configurations. With a peak power of 580 kW (777 hp), the single-motor model packs more power than expected.
BYD’s dual-motor Han L gains an additional 230 kW (308 hp) front-mounted motor. As CnEVPost pointed out, the vehicle’s back has a “2.7S” badge, which suggests a 0 to 100 km/h (0 to 62 mph) sprint time of just 2.7 seconds.
To put that into perspective, the Tesla Model S Plaid can accelerate from 0 to 100 km in 2.1 seconds. In China, the Model S Plaid starts at RBM 814,900, or over $110,000. Speaking of Tesla, the EV leader just unveiled its highly anticipated Model Y “Juniper” refresh in China on Thursday. It starts at RMB 263,500 ($36,000).
BYD already sells the Han EV in China, starting at around RMB 200,000. However, the single front motor, with a peak power of 180 kW, is much less potent than the “L” model. The Han EV can accelerate from 0 to 100 km/h in 7.9 seconds.
At 5,050 mm long, 1,960 mm wide, and 1,505 mm tall with a wheelbase of 2,970 mm, BYD’s new Han L is roughly the size of the Model Y (4,970 mm long, 1,964 mm wide, 1,445 mm tall, wheelbase of 2,960 mm).
Other than that it will use a lithium iron phosphate (LFP) pack from BYD’s FinDreams unit, no other battery specs were revealed. Check back soon for the full rundown.
Source: CnEVPost, China MIIT
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