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Consumed · relocated · flow

What actually runs out first?

Every “we’re running out of X” argument quietly conflates three different things. Fossil fuels get burned. Metals get moved around. Sunlight and wind are flows, not stockpiles. Putting all of them on the same axis makes the comparison honest.

The headline chart is linear in years, not log. Fossil fuels are still on the chart; scroll sideways and squint.

Years remaining, linear scale

Bar length is proportional to years (metals and fuels stretched on the left; flows still span the full axis). Colour groups by category. R/P figures are what USGS, IAEA, and the Energy Institute publish; the metals R/P ratio is a genuinely misleading number and the caveats below spell out why.

Scroll horizontally, or use < / > to jump to the start or the long-lived end. Tiny bars get a pin at the true year mark. Faint purple ticks are bonus galactic content.

Data period: . Fossil fuels and uranium are R/P ratios (reserves ÷ current annual production). Metals are also R/P; the column that actually matters is the recycling rate in the next card. Renewables have no R/P because they are not stockpiles.

Three categories, three arguments

Consumed

Examples: oil, gas, coal, once-through nuclear.
Relocated

Examples: steel, aluminium, copper, gold, lithium.
Flow

Examples: solar, wind, geothermal, tidal.

The oil R/P ratio has stayed flat for decades

“We have 50 years of oil left” is the most widely cited depletion statistic. We have had roughly 50 years of oil left for 40 years. New reserves get discovered or reclassified about as fast as we pump. That does not mean the barrel is infinite; it means R/P is a bad proxy for when the last drop gets burned.

Metals are a stock, not a flow

Sources: USGS Mineral Commodity Summaries 2025 (reserves); UN International Resource Panel in-use stock estimates. Lead deserves a callout: in-use stock already exceeds reserves because the battery recycling loop recirculates the same lead over and over.

The “we will run out of lithium” talking point

USGS 2025 reserves
USGS 2025 identified resources
2024 world production
Reserves / production (years)
Resources / production (years)

Lithium reserves have grown faster than consumption every year this decade. First-mover battery recyclers (Redwood, Li-Cycle, Umicore) are already pulling cathode-grade material out of end-of-life EV packs; the industrial-scale loop is a 2030s problem, not a physics problem.

Caveats

Sources