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In second grade, I dressed up as Rachel Carson for a school project on heroes. My mom, a flight attendant, had petitioned me to be Amelia Earhart, but as an aspiring veterinarian/zookeeper, all it took was learning that Carson had saved the bald eagles!!! for me to make up my mind.
In truth, Amelia Earhart never stood a chance. Environmentalism was everywhere in the 1990s and early 2000s when I was growing up. I became obsessed with endangered animals after learning about them on the back of Welch jam jars; I stuffed a World Wildlife Fund-branded leopard plushie during a birthday party at Build-a-Bear and adopted an Orca for Christmas; and during a fifth-grade unit on the tropical rainforest, I was outraged to learn that bad guys were cutting it down.
Concerns about nature and conservation were my primary entry points into the climate movement when I got older, though at a certain point, I stopped openly calling myself “an environmentalist.” It wasn’t really a conscious choice.
But in setting out this week to write about how the original Earth Day movement — which, at its inception in 1970, involved one in 10 Americans — dwindled into what it is today, a corporate greenwashing bonanza, I now believe my abandonment of the “environmentalist” label is indicative of something more significant, a shift in the movement’s public identity. Earth Day and by extension, environmentalism, used to be cool, as Liza Featherstone reminded readers in The New Republic last year; the movement, for a time, occupied a sweet spot of being both “radical and mainstream.” But somewhere along the line, environmentalism lost its edge.
Many autopsies have been conducted on the modern environmental movement, some more literal than others. It’s easy to forget now, though, that environmentalism was once very much alive. Silent Spring, published in 1962, helped heighten Americans’ awareness of environmental issues (in addition to work by other oft-overlooked grassroots activists); an oil spill off Santa Barbara, California, in 1969, subsequently helped galvanize them. In the aftermath, Wisconsin Democratic Senator Gaylord Nelson organized nationwide “teach-ins” about environmental issues, picking the date of April 22, 1970, when college students would be on spring break. By the time the first Earth Day arrived, though, some 20 million Americans showed up for events and marches around the country, helping make it the biggest single-day protest in human history.
What followed was the golden age of environmentalism. “In May 1971, fully a quarter of the public thought that protecting the environment was important,” up from a mere 1% two years earlier, the Environmental Protection Agency’s website recounts. The EPA itself was created out of that momentum; Congress also passed the Clean Water Act, the Endangered Species Act, and the lesser-known Federal Insecticide, Fungicide, and Rodenticide Act — a Carson throwback that regulated pesticides. Sierra Club and Greenpeace memberships skyrocketed.
The momentum carried into the 1980s: victims of industrial pollution successfully lobbied Congress to pass the Superfund law to clean up toxic sites; the “Save the Whales” campaign achieved a global moratorium on commercial whaling; and in 1988, NASA scientist Dr. James Hansen warned Congress that it was “99% certain that the [planet’s] warming trend was not a natural variation but was caused by a buildup of carbon dioxide and other artificial gases in the atmosphere.”
By then, though, industry, business, and conservative politicians had begun to mobilize a quiet counterattack. In the provocative 2004 essay “The Death of Environmentalism,” Breakthrough Institute founders Michael Shellenberger and Ted Nordhaus cite a market research survey that found the number of Americans who agreed with the statement “we must accept higher levels of pollution in the future [in order to preserve jobs]” increased from 17% in 1996 to 26% in 2000, while the number of Americans who believed “most of the people actively involved in environmental groups are extremists, not reasonable people,” increased from 32% to 41% over the same years.
Meanwhile, the environmental movement was undertaking a long overdue self-examination. “When the Sierra Club polled its members, in 1972, on whether the club should ‘concern itself with the conservation problems of such special groups as the urban poor and ethnic minorities,’ 40% of respondents were strongly opposed, and only 15% were supportive,” The New Yorker writes in a history of the racist roots of the environmental movement (which, it should be noted, go back further and deeper than the original Earth Day). By the 1990s, activists were calling out the fact that minorities made up less than 2% of the combined employees at the top environmental groups in the country. Modern environmentalism has never managed to fully shake the ensuing criticism that it is a white person’s cause.
The narrowness of the environmental movement’s vision also hindered its ability to adapt to the new political landscape. Adam Werbach, an ex-president of the Sierra Club, wrote in his own 2004 postmortem of the movement that while it was perhaps necessary to “package seal pups, redwoods, clean air, Yosemite, clean water, and toxic waste under the brand of ‘environmentalism’ in order to pass a raft of environmental laws in the 1970s,” for “at least 20 years and maybe longer, the basic categorical assumptions that underlie environmentalism have inhibited the environmental movement’s ability to consider opportunities outside environmental boundaries.” Jenny Price, the author of Stop Saving the Planet: An Environmentalist Manifesto, expressed a similar sentiment more recently to Grist: “The environment is not just ‘out there,’” she explained, even though environmentalism has often treated the natural world as a separate “thing” that needs to be saved. Environmentalism is also, though, “our food, the wood in our houses, and the metals in our computers.”
But the real reason environmentalism lost its edge might be that it actually became too mainstream. In the late 1960s, almost no one thought protecting the environment was important; today, nearly three-quarters of Americans say they worry about the environment and four in 10 say they are environmentalists. Businesses jostle to be labeled the “greenest” and “most sustainable”; oil companies brazenly attempt to brand themselves as good for the Earth. Even former President Donald Trump has nonsensically insisted on the 2024 campaign trail that he is an environmentalist.
At the same time, environmentalism is no longer centralized enough to notch policy wins, and professed commitment to the cause flags when it becomes inconvenient or costly; it is human consumption, after all, that is “the primary driver of environmental problems,” as Magali A. Delmas and David Colgan write in The Green Bundle: Pairing the Market with the Planet. Many environmentalists are fair-weather fans; concern about the environment tends to go up when concerns about the economy go down, and vice versa; support wanes once Americans are asked to burden the cost. Still, environmentalism’s core ideas — that our surroundings matter and need protection — have become entrenched cultural values, even if only in spirit.
At the same time, a breakaway wing of the environmental movement has begun pushing back on the more traditional and conservationist faction. In an essay that begins with the words “I’m an environmentalist,” Bill McKibben recently argued in Mother Jones for building out “lots of solar panels and wind farms and battery arrays,” even if and when it requires “aesthetic” intrusions into the natural world. Longtime Sierra Club member and author Rebecca Solnit has also made a surprising, and similar, argument in favor of mining lithium and cobalt, which “will be an inevitable part of building renewables.” Yes, mining will have an environmental cost, but it’s one that realistically “needs to be weighed against the far more devastating impact of mining for and burning fossil fuel.”
This is not yet a mainstream viewpoint, though. Four in every five Americans say conserving local land and wildlife is more important than building new sources of renewable electricity, even if that means slowing down the world’s response to climate change, a Heatmap Climate Poll found.
It’s ironic that the environmental movement might have been so successful that it sometimes blocks the action required to save the places it professes to love. Admittedly, the new branch isn’t likely to inspire first graders to dress up as wind turbines for class projects, and solar farms aren’t likely to have branded partnerships with teddy-bear-making workshops.
But it’s new. It’s bold. It’s exciting. You might even call it edgy.
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In practice, direct lithium extraction doesn’t quite make sense, but 2026 could its critical year.
Lithium isn’t like most minerals.
Unlike other battery metals such as nickel, cobalt, and manganese, which are mined from hard-rock ores using drills and explosives, the majority of the world’s lithium resources are found in underground reservoirs of extremely salty water, known as brine. And while hard-rock mining does play a major role in lithium extraction — the majority of the world’s actual production still comes from rocks — brine mining is usually significantly cheaper, and is thus highly attractive wherever it’s geographically feasible.
Reaching that brine and extracting that lithium — so integral to grid-scale energy storage and electric vehicles alike — is typically slow, inefficient, and environmentally taxing. This year, however, could represent a critical juncture for a novel process known as Direct Lithium Extraction, or DLE, which promises to be faster, cleaner, and capable of unlocking lithium across a wider range of geographies.
The traditional method of separating lithium from brine is straightforward but time-consuming. Essentially, the liquid is pumped through a series of vast, vividly colored solar evaporation ponds that gradually concentrate the mineral over the course of more than a year.
It works, but by the time the lithium is extracted, refined, and ready for market, both the demand and the price may have shifted significantly, as evidenced by the dramatic rise and collapse of lithium prices over the past five years. And while evaporation ponds are well-suited to the arid deserts of Chile and Argentina where they’re most common, the geology, brine chemistry, and climate of the U.S. regions with the best reserves are generally not amenable to this approach. Not to mention the ponds require a humongous land footprint, raising questions about land use and ecological degradation.
DLE forgoes these expansive pools, instead pulling lithium-rich brine into a processing unit, where some combination of chemicals, sorbents, or membranes isolate and extricate the lithium before the remaining brine gets injected back underground. This process can produce battery-grade lithium in a matter of hours or days, without the need to transport concentrated brine to separate processing facilities.
This tech has been studied for decades, but aside from a few Chinese producers using it in combination with evaporation ponds, it’s largely remained stuck in the research and development stage. Now, several DLE companies are looking to build their first commercial plants in 2026, aiming to prove that their methods can work at scale, no evaporation ponds needed.
“I do think this is the year where DLE starts getting more and more relevant,” Federico Gay, a principal lithium analyst at Benchmark Mineral Intelligence, told me.
Standard Lithium, in partnership with oil and gas major Equinor, aims to break ground this year on its first commercial facility in Arkansas’s lithium-rich Smackover Formation, while the startup Lilac Solution also plans to commence construction on a commercial plant at Utah’s Great Salt Lake. Mining giant Rio Tinto is progressing with plans to build a commercial DLE facility in Argentina, which is already home to one commercial DLE plant — the first outside of China. That facility is run by the French mining company Eramet, which plans to ramp production to full capacity this year.
If “prices are positive” for lithium, Gay said, he expects that the industry will also start to see mergers and acquisitions this year among technology providers and larger corporations such as mining giants or oil and gas majors, as “some of the big players will try locking in or buying technology to potentially produce from the resources they own.” Indeed, ExxonMobil and Occidental Petroleum are already developing DLE projects, while major automakers have invested, too.
But that looming question of lithium prices — and what it means for DLE’s viability — is no small thing. When EV and battery storage demand boomed at the start of the decade, lithium prices climbed roughly 10-fold through 2022 before plunging as producers aggressively ramped output, flooding the market just as EV demand cooled. And while prices have lately started to tick upward again, there’s no telling whether the trend will continue.
“Everyone seems to have settled on a consensus view that $20,000 a tonne is where the market’s really going to be unleashed,” Joe Arencibia, president of the DLE startup Summit Nanotech, told me, referring to the lithium extraction market in all of its forms — hard rock mining, traditional brine, and DLE. “As far as we’re concerned, a market with $14,000, $15,000 a tonne is fine and dandy for us.”
Lilac Solutions, the most prominent startup in the DLE space, expects that its initial Utah project — which will produce a relatively humble 5,000 metric tons of lithium per year — will be profitable even if lithium prices hit last year’s low of $8,300 per metric ton. That’s according to the company’s CEO Raef Sully, who also told me that because Utah’s reserves are much lower grade than South America’s, Lilac could produce lithium for a mere $3,000 to $3,500 in Chile if it scaled production to 15,000 or 20,000 metric tons per year.
What sets Lilac apart from other DLE projects is its approach to separating lithium from brine. Most companies are pursuing adsorption-based processes, in which lithium ions bind to an aluminum-based sorbent, which removes them from surrounding impurities. But stripping the lithium from the sorbent generally requires a good deal of freshwater, which is not ideal given that many lithium-rich regions are parched deserts.
Lilac’s tech relies on an ion-exchange process in which small ceramic beads selectively capture lithium ions from the brine in their crystalline structure, swapping them for hydrogen ions. “The crystal structure seems to have a really strong attraction to lithium and nothing else,” Sully told me. Acid then releases the concentrated lithium. When compared with adsorption-based tech, he explained, this method demands far fewer materials and is “much more selective for lithium ions versus other ions,” making the result purer and thus cheaper to process into a battery-grade material.
Because adsorption-based DLE is already operating commercially and ion-exchange isn’t, Lilac has much to prove with its first commercial facility, which is expected to finalize funding and begin construction by the middle of this year.
Sully estimates that Lilac will need to raise around $250 million to build its first commercial facility, which has already been delayed due to the price slump. The company’s former CEO and current CTO Dave Snydacker told me in 2023 that he expected to commence commercial operations by the end of 2024, whereas now the company plans to bring its Utah plant online at the end of 2027 or early 2028.
“Two years ago, with where the market was, nobody was going to look at that investment,” Sully explained, referring to its commercial plant. Investors, he said, were waiting to see what remained after the market bottomed out, which it now seems to have done. Lilac is still standing, and while there haven’t yet been any public announcements regarding project funding, Sully told me he’s confident that the money will come together in time to break ground in mid-2026.
It also doesn’t hurt that lithium prices have been on the rise for a few months, currently hovering around $20,000 per tonne. Gay thinks prices are likely to stabilize somewhere in this range, as stakeholders who have weathered the volatility now have a better understanding of the market.
At that price, hard rock mining would be a feasible option, though still more expensive than traditional evaporation ponds and far above what DLE producers are forecasting. And while some mines operated at a loss or mothballed their operations during the past few years, Gay thinks that even if prices stabilize, hard-rock mines will continue to be the dominant source of lithium for the foreseeable future due to sustained global investment across Africa, Brazil, Australia, and parts of Asia. The price may be steeper, but the infrastructure is also well-established and the economics are well-understood.
“I’m optimistic and bullish about DLE, but probably it won’t have the impact that it was thought about two or three years ago,” Gay told me, as the hype has died down and prices have cooled from their record high of around $80,000 per tonne. By 2040, Benchmark forecasts that DLE will make up 15% to 20% of the lithium market, with evaporation ponds continuing to be a larger contributor for the next decade or so, primarily due to the high upfront costs of DLE projects and the time required for them to reach economies of scale.
On average, Benchmark predicts that this tech will wind up in “the high end of the second quartile” of the cost curve, making DLE projects a lower mid-cost option. “So it’s good — not great, good. But we’ll have some DLE projects in the first quartile as well, so competing with very good evaporation assets,” Gay told me.
Unsurprisingly, the technology companies themselves are more bullish on their approach. Even though Arencibia predicts that evaporation ponds will continue to be about 25% cheaper, he thinks that “the majority of future brine projects will be DLE,” and that DLE will represent 25% or more of the future lithium market.
That forecast comes in large part because Chile — the world’s largest producer of lithium from brine — has stated in its National Lithium Strategy that all new projects should have an “obligatory requirement” to use novel, less ecologically disruptive production methods. Other nations with significant but yet-to-be exploited lithium brine resources, such as Bolivia, could follow suit.
Sully is even more optimistic, predicting that as lithium demand grows from about 1.5 million metric tons per year to around 3.5 million metric tons by 2035, the majority of that growth will come from DLE. “I honestly believe that there will be no more hard rock mines built in Australia or the U.S.,” he said, telling me that in ten years time, half of our lithium supply could “easily” come from DLE.
As a number of major projects break ground this year and the big players start consolidating, we’ll begin to get a sense of whose projections are most realistic. But it won’t be until some of these projects ramp up commercial production in the 2028 to 2030 timeframe that DLE’s market potential will really crystalize.
“If you’re not a very large player at the moment, I think it’s very difficult for you to proceed,” Sully told me, reflecting on how lithium’s price shocks have rocked the industry. Even with lithium prices ticking precariously upwards now, the industry is preparing for at least some level of continued volatility and uncertainty.
“Long term, who knows what [prices are] going to be,” Sully said. “I’ve given up trying to predict.”
A chat with CleanCapital founder Jon Powers.
This week’s conversation is with Jon Powers, founder of the investment firm CleanCapital. I reached out to Powers because I wanted to get a better understanding of how renewable energy investments were shifting one year into the Trump administration. What followed was a candid, detailed look inside the thinking of how the big money in cleantech actually views Trump’s war on renewable energy permitting.
The following conversation was lightly edited for clarity.
Alright, so let’s start off with a big question: How do investors in clean energy view Trump’s permitting freeze?
So, let’s take a step back. Look at the trend over the last decade. The industry’s boomed, manufacturing jobs are happening, the labor force has grown, investments are coming.
We [Clean Capital] are backed by infrastructure life insurance money. It’s money that wasn’t in this market 10 years ago. It’s there because these are long-term infrastructure assets. They see the opportunity. What are they looking for? Certainty. If somebody takes your life insurance money, and they invest it, they want to know it’s going to be there in 20 years in case they need to pay it out. These are really great assets – they’re paying for electricity, the panels hold up, etcetera.
With investors, the more you can manage that risk, the more capital there is out there and the better cost of capital there is for the project. If I was taking high cost private equity money to fund a project, you have to pay for the equipment and the cost of the financing. The more you can bring down the cost of financing – which has happened over the last decade – the cheaper the power can be on the back-end. You can use cheaper money to build.
Once you get that type of capital, you need certainty. That certainty had developed. The election of President Trump threw that into a little bit of disarray. We’re seeing that being implemented today, and they’re doing everything they can to throw wrenches into the growth of what we’ve been doing. They passed the bill affecting the tax credits, and the work they’re doing on permitting to slow roll projects, all of that uncertainty is damaging the projects and more importantly costs everyone down the road by raising the cost of electricity, in turn making projects more expensive in the first place. It’s not a nice recipe for people buying electricity.
But in September, I went to the RE+ conference in California – I thought that was going to be a funeral march but it wasn’t. People were saying, Now we have to shift and adjust. This is a huge industry. How do we get those adjustments and move forward?
Investors looked at it the same way. Yes, how will things like permitting affect the timeline of getting to build? But the fundamentals of supply and demand haven’t changed and in fact are working more in favor of us than before, so we’re figuring out where to invest on that potential. Also, yes federal is key, but state permitting is crucial. When you’re talking about distributed generation going out of a facility next to a data center, or a Wal-Mart, or an Amazon warehouse, that demand very much still exists and projects are being built in that middle market today.
What you’re seeing is a recalibration of risk among investors to understand where we put our money today. And we’re seeing some international money pulling back, and it all comes back to that concept of certainty.
To what extent does the international money moving out of the U.S. have to do with what Trump has done to offshore wind? Is that trade policy? Help us understand why that is happening.
I think it’s not trade policy, per se. Maybe that’s happening on the technology side. But what I’m talking about is money going into infrastructure and assets – for a couple of years, we were one of the hottest places to invest.
Think about a European pension fund who is taking money from a country in Europe and wanting to invest it somewhere they’ll get their money back. That type of capital has definitely been re-evaluating where they’ll put their money, and parallel, some of the larger utility players are starting to re-evaluate or even back out of projects because they’re concerned about questions around large-scale utility solar development, specifically.
Taking a step back to something else you said about federal permitting not being as crucial as state permitting–
That’s about the size of the project. Huge utility projects may still need federal approvals for transmission.
Okay. But when it comes to the trendline on community relations and social conflict, are we seeing renewable energy permitting risk increase in the U.S.? Decrease? Stay the same?
That has less to do with the administration but more of a well-structured fossil fuel campaign. Anti-climate, very dark money. I am not an expert on where the money comes from, but folks have tried to map that out. Now you’re even seeing local communities pass stuff like no energy storage [ordinances].
What’s interesting is that in those communities, we as an industry are not really present providing facts to counter this. That’s very frustrating for folks. We’re seeing these pass and honestly asking, Who was there?
Is the federal permitting freeze impacting investment too?
Definitely.
It’s not like you put money into a project all at once, right? It happens in these chunks. Let’s say there’s 10 steps for investing in a project. A little bit of money at step one, more money at step two, and it gradually gets more until you build the project. The middle area – permitting, getting approval from utilities – is really critical to the investments. So you’re seeing a little bit of a pause in when and how we make investments, because we sometimes don’t know if we’ll make it to, say, step six.
I actually think we’ll see the most impact from this in data center costs.
Can you explain that a bit more for me?
Look at northern Virginia for a second. There wasn’t a lot of new electricity added to that market but you all of the sudden upped demand for electricity by 20 percent. We’re literally seeing today all these utilities putting in rate hikes for consumers because it is literally a supply-demand question. If you can’t build new supply, it's going to be consumers paying for it, and even if you could build a new natural gas plant – at minimum that will happen four-to-six years from now. So over the next four years, we’ll see costs go up.
We’re building projects today that we invested in two years ago. That policy landscape we invested in two years ago hasn’t changed from what we invested into. But the policy landscape then changed dramatically.
If you wipe out half of what was coming in, there’s nothing backfilling that.
Plus more on the week’s biggest renewables fights.
Shelby County, Indiana – A large data center was rejected late Wednesday southeast of Indianapolis, as the takedown of a major Google campus last year continues to reverberate in the area.
Dane County, Wisconsin – Heading northwest, the QTS data center in DeForest we’ve been tracking is broiling into a major conflict, after activists uncovered controversial emails between the village’s president and the company.
White Pine County, Nevada – The Trump administration is finally moving a little bit of renewable energy infrastructure through the permitting process. Or at least, that’s what it looks like.
Mineral County, Nevada – Meanwhile, the BLM actually did approve a solar project on federal lands while we were gone: the Libra energy facility in southwest Nevada.
Hancock County, Ohio – Ohio’s legal system appears friendly for solar development right now, as another utility-scale project’s permits were upheld by the state Supreme Court.