Tag Archives: fossil fuels

peak natural gas demand by 2030?

The International Energy Agency is forecasting that global demand for natural gas will peak and fall by 2030. In the short term, the Russia-Ukraine war has led to a drop in supply, a spike in prices, and a shift to liquid natural gas from the Middle East. In the longer term though, the shift is toward nuclear (at least, restarting underutilized plants or delaying retirement of already existing plants) and renewables according to this article. It sounds somewhat hopeful and welcome, although of course still too little too late to stop the unfolding climate catastrophe.

Exxon Lied

I’ve talked about Exxon’s accurate climate science going back to the 1970s before. But it’s just worth repeating in the hopes more people will examine the evidence and reach the right conclusion. They knew. They intentionally lied and misled the public and the government. The entire planet is paying the price today and will pay an even larger price tomorrow. Just a reminder that the obvious climate impacts we are just beginning to endure today are the result of emissions decades ago, when Exxon was doing this science and lying to us all. We have not even begun to pay the price for today’s continuing and accelerating emissions.

Exxon knew

Exxon’s climate science was as good as that of government and academic scientists as long ago as the 1970s. They accurately predicted what was going to happen. And then they publicly lied and lied and lied about it. This is one of the most evil things ever done in the history of our world, because it affects every single one of the billions of people on the planet, and tens or hundreds or trillions yet to be born. And they knew exactly what they were doing. These people knowingly conspired to ruin a planet where every living being we know of in this universe live. And they did it for short term wealth and power, I guess.

On the basis of company records, we quantitatively evaluated all available global warming projections documented by—and in many cases modeled by—Exxon and ExxonMobil Corp scientists between 1977 and 2003. We find that most of their projections accurately forecast warming that is consistent with subsequent observations. Their projections were also consistent with, and at least as skillful as, those of independent academic and government models. Exxon and ExxonMobil Corp also correctly rejected the prospect of a coming ice age, accurately predicted when human-caused global warming would first be detected, and reasonably estimated the “carbon budget” for holding warming below 2°C. On each of these points, however, the company’s public statements about climate science contradicted its own scientific data.

Science

August 2022 in Review

Most frightening and/or depressing story: The fossil fuel industry intentionally used immoral, evil propaganda techniques for decades to cast doubt on climate science and make short-term profits, probably dooming us, our children, and our children’s children. Also, and because that is apparently not enough, nuclear proliferation.

Most hopeful story: “Effective altruism” may give us some new metrics to benchmark the performance of non-profit organizations and give us some insights on dealing with existential risks (like the ones I mention above).

Most interesting story, that was not particularly frightening or hopeful, or perhaps was a mixture of both: Japanese raccoon dogs are cute despite their unusually large scrota, which are traditionally thought to bring good luck.

2018 in Review

Most frightening and/or depressing stories:

  • JANUARY: Cape Town, South Africa looked to be in imminent danger of running out of water. They got lucky, but the question is whether this was a case of serious mismanagement or an early warning sign of water supply risk due to climate change. Probably a case of serious mismanagement of the water supply while ignoring the added risk due to climate change. Longer term, there are serious concerns about snowpack-dependent water supplies serving large urban populations in Asia and western North America.
  • FEBRUARY: Cape Town will probably not be the last major city to run out of water. The other cities at risk mentioned in this article include Sao Paulo, Bangalore, Beijing, Cairo, Jakarta, Moscow, Istanbul, Mexico City, London, Tokyo, and Miami.
  • MARCH: One reason propaganda works is that even knowledgeable people are more likely to believe a statement the more often it is repeated.
  • APRIL: That big California earthquake is still coming.
  • MAY: The idea of a soft landing where absolute dematerialization of the economy reduces our ecological footprint and sidesteps the consequences of climate change through innovation without serious pain may be wishful thinking.
  • JUNE: The Trump administration is proposing to subsidize coal-burning power plants. Meanwhile the long-term economic damage expected from climate change appears to be substantial. For one thing, Hurricanes are slowing down, which  means they can do more damage in any one place. The rate of melting in Antarctic ice sheets is accelerating.
  • JULY: The UN is warning as many as 10 million people in Yemen could face starvation by the end of 2018 due to the military action by Saudi Arabia and the U.S. The U.S. military is involved in combat in at least 8 African countries. And Trump apparently wants to invade Venezuela.
  • AUGUST: Noam Chomsky doesn’t love Trump, but points out that climate change and/or nuclear weapons are still existential threats and that more mainstream leaders and media outlets have failed just as miserably to address them as Trump has. In related news, the climate may be headed for a catastrophic tipping point and while attention is mostly elsewhere, a fundamentalist takeover of Pakistan’s nuclear arsenal is still one of the more serious risks out there.
  • SEPTEMBER: A huge earthquake in the Pacific Northwest could be by far the worst natural disaster ever seen.
  • OCTOBER: The Trump administration has slashed funding to help the U.S. prepare for the next pandemic.
  • NOVEMBER: About half a million people have been killed in Iraq, Afghanistan, and Pakistan since the U.S. invasions starting in 2001. This includes only people killed directly by violence, not disease, hunger, thirst, etc.
  • DECEMBER: Climate change is just bad, and the experts seem to keep revising their estimates from bad to worse. The Fourth National Climate Assessment produced by the U.S. government is not an uplifting publication. In addition to the impacts of droughts, storms, and fires, it casts some doubt on the long-term security of the food supply. An article in Nature was also not uplifting, arguing that climate change is happening faster than expected due to a combination of manmade and natural trends.

Climate change, nuclear weapons, and pandemics. If I go back and look at last year’s post, this list of existential threats is going to be pretty much the same. Add to this the depressing grind of permanent war which magnifies these risks and diverts resources that could be used to deal with them. True, we could say that we got through 2018 without a nuclear detonation, pandemic, or ecological collapse, and under the circumstances we should sit back, count our blessings, and wait for better leadership. And while our leadership is particularly inept at the moment, I think Noam Chomsky has a point that political administration after political administration has failed to solve these problems and this seems unlikely to improve. The earthquake risk is particularly troublesome. Think about the shock we felt over the inept response to Katrina, and now think about how essentially the same thing happened in Puerto Rico, we are not really dealing with it in an acceptable way, and the public and news media have essentially just shrugged it off and moved on. If the hurricanes, floods, fires and droughts just keep hitting harder and more often, and we don’t fully respond to one before the next hits, it could mean a slow downward spiral. And if that means we gradually lose our ability to bounce back fully from small and medium size disasters, a truly huge disaster like an epic earthquake on the west coast might be the one that pushes our society to a breaking point.

Most hopeful stories:

I believe our children are our future…ya ya blahda blahda. It’s a huge cliche, and yet to be hopeful about our world I have to have some hope that future generations can be better system thinkers and problem solvers and ethical actors than recent generations have been. Because despite identifying problems and even potential solutions we are consistently failing to make choices as a society that could divert us from the current failure path. And so I highlighted a few stories above about ideas for better preparing future generations, ranging from traditional school subjects like reading and music, to more innovative ones like meditation and general system theory, and just maybe we should be open to the idea that the right amount of the right drugs can help.

Fossil fuels just might be on their way out, as alternatives start to become economical and public outrage slowly, almost imperceptibly continues to build.

There is real progress in the fight against disease, which alleviates enormous quantities of human suffering. I mention AIDS, diabetes, and Alzheimer’s disease above. We can be happy about that, of course. There are ideas about how to grow more food, which is going to be necessary to avoid enormous quantities of human suffering. Lest anyone think otherwise, my position is that we desperately need to reduce our ecological footprint, but human life is precious and nobody deserves to suffer illness or hunger.

Good street design that lets people get around using mostly their own muscle power. It might not be sexy, but it is one of the keys to physical and mental health, clean air and water, biodiversity, social and economic vibrancy in our cities. Come to think of it, I take that back, it can be sexy if done well.

Good street design and general systems theory – proof that solutions exist and we just don’t recognize or make use of them. Here’s where I want to insert a positive sentence about how 2019 is the year this all changes for the better. Well, sorry, you’ll have to find someone less cynical than me, and/or with much better powers of communication and persuasion than me to get the ball rolling. On the off chance I have persuaded you, and you have communication and/or persuasion super powers, let me know.

Most interesting stories, that were not particularly frightening or hopeful, or perhaps were a mixture of both:

Whatever else happens, technology and accumulation of human knowledge in general march on, of course. Computer, robotics, and surveillence technology march on. The human move into space is much slower and painful than many would have predicted half a century ago, and yet it is proceeding.

I’ll never drop the waterless sanitation thing, no matter how much others make fun of me. It’s going to happen, eventually. I don’t know whether we will colonize Mars or stop defecating in our water supply first, but both will happen.

The gene drive thing is really wild the more I think about it. This means we now have the ability to identify a species or group of species we don’t want to exist, then cause it not to exist in relatively short order. This seems like it could be terrifying in the wrong hands, doesn’t it? I’m not even sure I buy into the idea that rats and mosquitoes have no positive ecological functions at all. Aren’t there bats and birds that rely on mosquitoes as a food source? Okay, I’m really not sure what redeeming features rats have, although I did read a few years ago that in a serious food crunch farming rats would be a much more efficient way of turning very marginal materials into edible protein than chicken.

The universe in a bottle thing is mind blowing if you spend too much time thinking about it. It could just be bottles all the way down. It’s best not to spend too much time thinking about it.

That’s it, Happy 2019!

more on the downward spiral of nuclear power economics

This one is from Five Thirty Eight:

The age of the nuclear fleet is partly to blame. That’s not because America’s nuclear reactors are falling apart — they’re regularly inspected, and almost all of them have now gone through the process of renewing their original 40-year operating licenses for 20 more years…

Instead, it’s the cost of upkeep that’s prohibitive. Things do fall apart — especially things exposed to radiation on a daily basis. Maintenance and repair, upgrades and rejuvenation all take a lot of capital investment. And right now, that means spending lots of money on power plants that aren’t especially profitable. Historically, nuclear power plants were expensive to build but could produce electricity more cheaply than fossil fuels, making them a favored source of low-cost electricity. That changed with the fracking boom, Morgan told me. “Natural gas from fracking has gotten so cheap, [nuclear plants] aren’t as high up in the dispatch stack,” he said, referring to the order of resources utilities choose to buy electricity from. “So many of them are now not very attractive economically…”

Morgan and other researchers are studying the economic feasibility of investment in newer kinds of nuclear power plants — including different ways of designing the mechanical systems of a reactor and building reactors that are smaller and could be put together on an assembly line. Currently, reactors must be custom-built to each site. Their research showed that new designs are unlikely to be commercially viable in time to seriously address climate change. And in a new study that has not yet been published, they found that the domestic U.S. market for nuclear power isn’t robust enough to justify the investments necessary to build a modular reactor industry.

Three Mile Island

A lot of people probably don’t realize that 2 of the 4 reactors at Three Mile Island have been operational without issues since the 1970s. They are projected to be shut down next year.

Across the U.S., more communities are grappling with such questions, as the owners of nuclear plants dating back to the 1960s and ’70s begin to put their facilities into premature retirement. That’s because the plants are having trouble staying competitive in an era of cheap natural gas, a product of the shale boom. Also, nuclear power’s attraction as a clean energy source has been eclipsed by no-emissions alternatives such as wind and solar power.

One enemy of the nuclear industry in Pennsylvania is natural gas lobbyists.

Even so, nuclear advocates have thus far had better success mobilizing resources at the state level. In Illinois, the state that leads the U.S. in nuclear power generation, lawmakers passed controversial legislation in 2016 to subsidize nuclear plants with so-called zero-emission credits. Exelon, which operates the largest nuclear fleet in the nation, owns the state’s six operational sites.

States including New York and New Jersey have enacted similar policies. Pennsylvania has been a tougher sell. A nuclear energy caucus in the state legislature has failed to pass anything helpful yet. Its efforts have been stymied, in part, by forces supporting the state’s booming natural gas industry.

 

Vicar of Bray

Michael Liebreich at Bloomberg New Energy Finance describes renewable energy investments some oil and gas companies are making, which he calls the “Vicar of Bray”. I don’t quite get the reason for that name.

Under the first strategy – which we could call the Vicar of Bray  – oil and gas companies attempt to maintain leadership of the commanding heights of the energy industry as it shifts away from fossil fuels to clean energy, through a perfectly-timed and elegantly-executed redirection of capital and human capacity.

Early attempts at the Vicar of Bray include BP’s famous “Beyond Petroleum” rebranding under Lord Browne in 2000 – which was followed by the investment of $8 billion in clean energy, some of which was later written off. Similarly, Shell tried to gain a leadership position in the nascent solar sector by buying Siemens Solar in 2002; six years later it sold the sub-scale and failing operation. David Crane, former CEO of NRG, famously failed in his attempt to turn it into a clean energy company.

Today, it looks like all the major European oil companies are planning on some variant of Vicar of Bray. Shell (disclosure: whose New Energies Advisory Board I recently joined) has announced its intention to invest $2 billion per year in its New Energies division until 2020, out of its total capital spending of $25-30 billion; BP is investing a more modest $0.5 billion out of its $15 billion capex budget. French oil giant Total has committed to 20 percent low-carbon businesses within 20 years (although this includes mid-stream and down-stream gas). Statoil has been investing in floating offshore wind as well as carbon capture and sequestration, and this year announced its relaunch as Equinor, removing “oil” from its name, if not from its cash flows.

Boulder vs. Exxon

Boulder, Colorado is suing Exxon.

The politically liberal town known as the gateway to the Rocky Mountains and two counties in the same neck of the woods said Colorado’s economy depends on snow, water and cool weather when they accused Exxon Mobil Corp. and Suncor Energy Inc. of “causing and exacerbating climate change” in a state-court lawsuit filed Tuesday…

The Colorado communities said they’re facing expenses and costs related to earlier snow melt, which has increased the risk of forest fires, dried-out soil, beetle outbreaks and drought.

The lawsuit joins others against fossil fuel companies filed by California and New York communities, but this is the first brought by an interior state. “Colorado is one of the fastest-warming states in the nation,” Elise Jones, Boulder County Commissioner said in a statement. “Climate change is not just about sea level rise. It affects all of us in the middle of the country as well.”