Geospatial Data and Deep Learning Expose ESG Risks to Critical Raw Materials Supply: The Case of Lithium
Why this work is in the frame
A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.
Bibliographic record
Abstract
Disruptions to the global supply chains of critical raw materials (CRM) have the potential to delay or increase the cost of the renewable energy transition. However, for some CRM, the primary drivers of these supply chain disruptions are likely to be issues related to environmental, social, and governance (ESG) rather than geological scarcity. Herein we combine public geospatial data as mappable proxies for key ESG indicators (e.g., conservation, biodiversity, freshwater, energy, waste, land use, human development, health and safety, and governance) and a global dataset of news events to train and validate three models for predicting “conflict” events (e.g., disputes, protests, violence) that can negatively impact CRM supply chains: (1) a knowledge-driven fuzzy logic model that yields an area under the curve (AUC) for the receiver operating characteristics plot of 0.72 for the entire model; (2) a naïve Bayes model that yields an AUC of 0.81 for the test set; and (3) a deep learning model comprising stacked autoencoders and a feed-forward artificial neural network that yields an AUC of 0.91 for the test set. The high AUC of the deep learning model demonstrates that public geospatial data can accurately predict natural resources conflicts, but we show that machine learning results are biased by proxies for population density and likely underestimate the potential for conflict in remote areas. Knowledge-driven methods are the least impacted by population bias and are used to calculate an ESG rating that is then applied to a global dataset of lithium occurrences as a case study. We demonstrate that giant lithium brine deposits (i.e., >10 Mt Li 2 O) are restricted to regions with higher spatially situated risks relative to a subset of smaller pegmatite-hosted deposits that yield higher ESG ratings (i.e., lower risk). Our results reveal trade-offs between the sources of lithium, resource size, and spatially situated risks. We suggest that this type of geospatial ESG rating is broadly applicable to other CRM and that mapping spatially situated risks prior to mineral exploration has the potential to improve ESG outcomes and government policies that strengthen supply chains.
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Full frame distilled prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.
Codex and Gemma teacher scores by category
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.001 | 0.000 |
| Meta-epidemiology (narrow) | 0.000 | 0.000 |
| Meta-epidemiology (broad) | 0.000 | 0.000 |
| Bibliometrics | 0.000 | 0.000 |
| Science and technology studies | 0.000 | 0.000 |
| Scholarly communication | 0.000 | 0.000 |
| Open science | 0.000 | 0.000 |
| Research integrity | 0.000 | 0.000 |
| Insufficient payload (model declined to judge) | 0.000 | 0.000 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it