Why Peak Oil Refuses To Die

Perhaps you’ve seen one of the recent barrage of articles claiming that fears of an imminent peak and decline in world oil production have either been dispelled (because we actually have plenty of oil) or are misplaced (because climate change is the only environmental problem we should be concerned with). I’m not buying either argument.

Richard Heinberg

Why? Let’s start with the common assertion that oil supplies are sufficiently abundant so that a peak in production is many years or decades away. Everyone agrees that planet Earth still holds plenty of petroleum or petroleum-like resources: that’s the kernel of truth at the heart of most attempted peak-oil debunkery. However, extracting and delivering those resources at an affordable price is becoming a bigger challenge year by year. For the oil industry, costs of production have rocketed; they’re currently soaring at a rate of about 10 percent annually. Producers need very high oil prices to justify going after the resources that remain—tight oil from source rocks, Arctic oil, ultra-deepwater oil, and bitumen. But oil prices have already risen to the point where many users of petroleum just can’t afford to pay more. The US economyhas a habit of responding to oil price hikes by swooning into recession, and during the shift from $20 per barrel oil to $100 per barrel oil (which occurred between 2002 and 2011), the economies of most industrialized countries began to shudder and stall. What would be their response to a sustained oil price of $150 or $200? We may never know: it remains to be seen whether the world can afford to pay what will be required for oil producers to continue wresting liquid hydrocarbons from the ground at current rates. While industry apologists who choose to focus only on the abundance of remaining petroleum resources claim that peak oil is rubbish, the market is telling Houston we have a problem.

Meanwhile some environmentalists have abandoned the subject of peak oil because they believe it’s just not relevant. For them, climate change is the only thing that matters. Society must deal with its collective carbon habit by going cold turkey on all fossil fuels. We can make the needed energy transition through the strategies of substitution and efficiency. Develop low-carbon energy sources (solar and wind, possibly nuclear), and use energy smarter! Electrify transport with battery-powered cars! Get with the program and stop wasting time on side issues!

Like the abundant-resource argument, this line of thinking proceeds from an unassailable premise. Anthropogenic climate change is indeed the nastiest, gnarliest environmental issue humanity has ever faced. The potential consequences stretch centuries or millennia into the future and imperil not just humanity, but thousands or millions of other species. But peak oil won’t go away just because it’s an inconvenient distraction from addressing that gargantuan issue. In fact, the two problems are closely linked and society will need to address both by way of a realistic, comprehensive strategy. I’ll get back to that point toward the end of this essay.

Is the necessary transition to renewable energy a simple matter of politics and regulation, as many climate campaigners seem to suggest? Hardly. Transitioning the electricity sector is a huge task in itself (the variability of wind and solar power implies soaring costs for energy storage, capacity redundancy, and grid upgrades once these sources start to provide a substantial portion of total electrical energy consumed). But liquid fuels pose an even bigger hurdle. Even the most advanced batteries do a poor job of storing energy when compared to oil; that’s why we’re unlikely ever to see electric airplanes, tractors, ships, 18-wheel trucks, or bulldozers. Some energy pundits tout compressed natural gas as a viable bridge fuel for transport, but that assumes sufficient availability and continued affordability of fracked shale gas—a prospect that seems highly unlikely in view of the results of Post Carbon Institute’s ongoing research into possible shale gas drilling locations and per-well production profiles. Hydrogen could be a niche fuel in some instances, but conversion from other energy sources (electricity or natural gas) to hydrogen implies energy losses, as does hydrogen storage. Further, if we were to make lots of H2 from water, using electricity, in order to fuel much of the transport sector, this would place an enormous extra burden on solar and wind, which already face a daunting job replacing coal and natural gas in the power generation sector.

How about energy efficiency? Good idea! We need to cut energy waste, and the folks at Rocky Mountain Institute have proposed many good ways of doing that. But, at the end of the day, efficiency is subject to the law of diminishing returns; so, while the tie between energy consumption and economic output is somewhat elastic, it cannot be severed. Specifically regarding oil: yes, many nations have reduced petroleum consumption in the last few years as a way of adapting to higher prices. But the fact that their economies have weakened suggests that efficiency gains have tended to lag behind oil price increases. Average vehicle fuel economy has improved, but not fast enough—so our main “efficiency” strategy has in reality simply been to travel less, and then deal with the withdrawal of economic benefits that cheap transport formerly provided.

None of this is trivial: oil is essential to the functioning of the modern industrial world. We use it for just about all transportation, which is key to trade. It’s also the fuel for construction, resource extraction (mining, fishing, forestry), and agriculture. Together, these sectors form the backbone of the real, physical economy of industrialized nations.

Again: the costs of oil production are rising and oil is stubbornly hard to substitute. As I argued in a recent book, this effectively spells the end of the historic period of rapid economic growth that began shortly after World War II. There is no way out; inevitably, society will become less mobile and—this should be cause for much greater concern—it will either produce less food or produce it in more labor-intensive ways.

Of course, peak oil and climate change aren’t the only looming challenges we should be concerned about. Economists rightly worry that the world is mired in far too much debt. Ecologists warn us about biodiversity loss, pervasive chemical pollution, and human overpopulation. Food system analysts try (usually in vain) to direct public attention toward the predicaments of topsoil degradation and depletion of aquifers from over-irrigation. Public health professionals caution us about the specter of pandemics as antibiotics lose effectiveness due to rapid microbial evolution. For city managers, the crumbling of water, sewerage, bridge, gas, and electricity grid infrastructure implies countless disasters just waiting to happen. I could go on. It’s all so overwhelming! Perhaps the only way to avoid crisis fatigue these days is simply to stop paying attention. But amid all these priorities and problems, peak oil refuses to die.

Those of us who insist on paying attention sooner or later get around to doing a form of mental triage. What are the worst crises that humanity faces over the long run? Which are the worst in the short term? What are the deeper issues, of which many problems are mere symptoms? This sorting process has led many systems thinkers to the conclusion that our species, in essence, faces an ecological dilemma of overpopulation, resource depletion, and environmental degradation resulting from a relatively brief period of rapid expansion enabled by a huge but temporary energy subsidy in the form of fossil fuels. We discovered buried treasure and went on a spending binge, adopting a way of life that cannot be supported long-term. Peak oil, climate change, mineral depletion, soil degradation, species loss, and the rest are justwords that blind men use to describe an elephant.

What we must do now is treat symptoms while keeping in mind the root disease, seeing why and how various crises are related. I have a couple of suggestions in this regard. One is that we begin to speak of peak oil and climate change as two sides of the same coin. The coin itself represents our reliance on fossil fuels and their unique energetic benefits. Both side-problems (the declining economic value of fossil fuels as they deplete, on one side, and the increasing environmental cost of burning them, on the other) demand that we reduce our fossil fuel dependency as rapidly as possible, even though that means sacrificing benefits we have come to depend on. If we maintain this holistic view of the situation, we’re more likely to understand that there is no way to keep eating our cake while having it too, either by continuing to burn fossil fuels of declining quality or by relying on new technology to fix what is actually an ecological problem. We can’t frack our way back to economic prosperity; nor can we unplug a coal plant, plug in a solar panel, and go on expanding population and consumption. We will have to adapt to the quantities and qualities of energy that are actually available from renewable sources alone, and that will mean changing the way we do just about everything.

Which brings me to the second, related suggestion. The constellation of challenges before us ensures that economic growth, as we have known it, is over, finished, kaput. That’s a terrible thing, in that the end of growth will almost certainly entail financial and political turbulence with real human casualties. But from the standpoint of diagnosis and treatment, it simplifies everything marvelously. If our impending crises stem from fossil-fueled expansion of population and consumption, their resolution surely starts with a coordinated, planned, and managed program of decarbonization and degrowth. We must reduce population and energy consumption from fossil fuels, while minimizing the human and environmental impacts of both past growth and the process of contraction. Easily said, not so easily done. But if civilization is to maintain itself in any recognizable form, this is what’s necessary. It would really help if those of us working at treating the various symptoms of the global meta-crisistogether acknowledged that growth is a core part of the underlying problem, not a solution, and that it is effectively over in any case.

Ignore peak oil (this could equally be said of climate change), and our view of the global problem-set immediately becomes distorted. We grasp at apparent solutions that turn out to be a useless waste of effort, or worse. Peak oil helps us understand what we’re faced with, and what we must do. It’s a gift wrapped in a curse. And it refuses to go away no matter how often it is pronounced dead.

By. Richard Heinberg

 

© 2014

Energy Efficiency Simply Makes Sense

What simple tool offers the entire world an extended energy supply, increased energy security, lower carbon emissions, cleaner air and extra time to mitigate climate change? Energy efficiency. What’s more, higher efficiency can avoid infrastructure investment, cut energy bills, improve health, increase competitiveness and enhance consumer welfare — all while more than paying for itself.

Maria van der Hoeven - IEA

The challenge is getting governments, industry and citizens to take the first steps towards making these savings in energy and money.

The International Energy Agency (IEA) has long spearheaded a global move toward improved energy efficiency policy and technology in buildings, appliances, transport and industry, as well as end-use applications such as lighting. That’s because the core of our mandate is energy security — the uninterrupted availability of energy at an affordable price. Greater efficiency is a principal way to strengthen that security: it reduces reliance on energy supply, especially imports, for economic growth; mitigates threats to energy security from climate change; and lessens the global economy’s exposure to disruptions in fossil fuel supply.

In short, energy efficiency makes sense.

In 2006, the IEA presented to the Group of Eight leading industrialized nations its 25 energy efficiency recommendations, which identify best practice and policy approaches to realize the full potential of energy efficiency for our member countries. Every two years, the Agency reports on the gains made by member countries, and today we are working with a growing number of international organizations, including the European Bank for Reconstruction and Development, the Asian Development Bank and the German sustainable development cooperation services provider GIZ.

The opportunities of this “invisible fuel” are many and rich. More than half of the potential savings in industry and a whopping 80 percent of opportunities in the buildings sector worldwide remain untouched. The 25 recommendations, if adopted fully by all 28 IEA members, would save $1 trillion in annual energy costs as well as deliver incalculable security benefits in terms of energy supply and environmental protection.

Achieving even a small fraction of those gains does not require new technological breakthroughs or ruinous capital outlays: the know-how exists, and the investments generate positive returns in fuel savings and increased economic growth. What is required is foresight, patience, changed habits and the removal of the barriers to implementation of measures that are economically viable. For instance, as the World Energy Outlook 2012 demonstrates, investing less than $12 trillion in more energy-efficient technologies would not only quickly pay for itself through reduced energy costs, it would also increase cumulative economic output to 2035 by $18 trillion worldwide.

While current efforts come nowhere close to realizing the full benefits that efficiency offers, some countries are taking big steps forward. Members of the European Union have pledged to cut energy demand by 20 percent by 2020, while Japan plans to trim its electricity consumption 10 percent by 2030. China is committed to reducing the amount of energy needed for each unit of gross domestic product by 16 percent in the next two years. The United States has leaped to the forefront in transportation efficiency standards with new fuel economy rules that could more than double vehicle fuel consumption.

Such transitions entail challenges for policy, and experience shows that government and the private sector must work together to achieve the sustainability goals that societies demand, learning what works and what does not, and following the right path to optimal deployment of technology. Looking forward, energy efficiency will play a vital role in the transition to the secure and sustainable energy future that we all seek. The most secure energy is the barrel or megawatt we never have to use.

Maria van der Hoeven is the Executive Director of the International Energy Agency, an autonomous organization which works to ensure reliable, affordable and clean energy for its 28 member countries and beyond. This commentary appeared first this month in IEA Energy, the Agency’s journal.

 

© 2014

Solar is here

Solar is here.

That's right. You know the solutions to the climate crisis are available today; we simply need the public (and political) will to implement them. Clean energy is urgently necessary, abundant, and becoming increasingly more affordable. That's why on June 21, The Climate Reality Project is joining 12 other organizations in a day of action to support clean-energy solutions and show our commitment to bringing solar power to communities around the world.

If you don't already have plans to take part on Saturday, don't despair! Here are a few last minute ways to get involved:

1. Sign: Send President Obama an email thanking him for putting solar panels on the roof of the White House.
2. Share: Take your own #PutSolarOnIt photo and share it with your social media network.
3. Discover: Check out the Mosaic website to find out if solar is right for you.
4. Participate: Check out OFA's website to find an event near you, some of which are being hosted by your fellow Climate Reality Leaders.

The reality is this: solar is affordable. It's clean. And it's powerful. The cost of solar panels has plummeted 60 percent since early 2011, and the number of installations keeps growing. The United States now has enough installed solar capacity to power more than 2.2 million homes. In several states, solar power is now competitive with other sources of energy without emitting the dangerous greenhouse gases that cause climate change.

Climate Reality Leaders are the first responders to the climate crisis and lead action across the globe. We're proud so many of you will be participating on Saturday by hosting presentations, organizing events, and informing others about the benefits of solar power.

The Climate Reality Leadership Corps Team

Solar Array at Caledonian Bank, George Town, Cayman Islands

 

 

© 2014

“Climate Change War” Is Not a Metaphor

The U.N. Intergovernmental Panel on Climate Change has just completed a series of landmark reports that chronicle an update to the current state of consensus science on climate change. In a sentence, here’s what they found: On our current path, climate change could pose an irreversible, existential risk to civilization as we know it—but we can still fix it if we decide to work together.

But in addition to the call for cooperation, the reports also shared an alarming new trend: Climate change is already destabilizing nations and leading to wars.

That finding was highlighted in this week’s premiere of Showtime’s new star-studded climate change docu-drama Years of Living Dangerously. In the series’ first episode, New York Times columnist Thomas Friedman traveled to Syria to investigate how a long-running drought has contributed to that conflict. Climate change has also been discussed as a “threat multiplier” for recent conflicts in Darfur, Tunisia, Egypt, and future conflicts, too.

Climate change worsens the divide between haves and have-nots, hitting the poor the hardest. It can also drive up food prices and spawn megadisasters, creating refugees and taxing the resiliency of governments.

When a threat like that comes along, it’s impossible to ignore. Especially if your job is national security.

In a recent interview with the blog Responding to Climate Change, retired Army Brig. Gen. Chris King laid out the military’s thinking on climate change:

“This is like getting embroiled in a war that lasts 100 years. That’s the scariest thing for us,” he told RTCC. “There is no exit strategy that is available for many of the problems. You can see in military history, when they don’t have fixed durations, that’s when you’re most likely to not win.”

In a similar vein, last month, retired Navy Rear Adm. David Titley co-wrote an op-edfor Fox News:

The parallels between the political decisions regarding climate change we have made and the decisions that led Europe to World War One are striking – and sobering. The decisions made in 1914 reflected political policies pursued for short-term gains and benefits, coupled with institutional hubris, and a failure to imagine and understand the risks or to learn from recent history.

In short, climate change could be the Archduke Franz Ferdinand of the 21st century.

Earlier this year, while at the American Meteorological Society annual meeting in Atlanta, I had a chance to sit down with Titley, who is also a meteorologist and now serves on the faculty at Penn State University. He’s also probably one of the most fascinating people I’ve ever spoken with. Check out his TEDxPentagon talk, in which he discusses how he went from “a pretty hard-core skeptic about climate change” to labeling it “one of the pre-eminent challenges of our century.” (This interview has been lightly edited and condensed.)

Slate: You’ve been a leader when it comes to talking about climate change as a national security issue. What’s your take on the connection between war and climate?

Titley: Climate change did not cause the Arab spring, but could it have been a contributing factor? I think that seems pretty reasonable. This was a food-importing region, with poor governance. And then the chain of events conspires to have really a bad outcome. You get a spike in food prices, and all of a sudden, nobody’s in control of events.

I see climate change as one of the driving forces in the 21st century. With modern technology and globalization, we are much more connected than ever before. The world’s warehouses are now container ships. Remember the Icelandic volcano with the unpronounceable name? Now, that’s not a climate change issue, but some of the people hit worst were flower growers in Kenya. In 24 hours, their entire business model disappeared. You can’t eat flowers.

Slate: What’s the worst-case scenario, in your view?

Titley: There will be a discrete event or series of events that will change the calculus. I don’t know who, I don’t know how violent. To quote Niels Bohr: Predictions are tough, especially about the future. When it comes, that will be a black swan. The question is then, do we change?

Let me give you a few examples of how that might play out. You could imagine a scenario in which both Russia and China have prolonged droughts. China decides to exert rights on foreign contracts and gets assertive in Africa. If you start getting instability in large powers with nuclear weapons, that’s not a good day.

Here’s another one: We basically do nothing on emissions. Sea level keeps rising, three to six feet by the end of the century. Then, you get a series of super-typhoons into Shanghai and millions of people die. Does the population there lose faith in Chinese government? Does China start to fissure? I’d prefer to deal with a rising, dominant China any day.

Slate: That sounds incredibly daunting. How could we head off a threat like that?

Titley: I like to think of climate action as a three-legged stool. There’s business saying, “This is a risk factor.” Coca-Cola needs to preserve its water rights, Boeing has their supply change management, Exxon has all but priced carbon in. They have influence in the Republican Party. There’s a growing divestment movement. The big question is, does it get into the California retirement fund, the New York retirement fund, those $100 billion funds that will move markets? Politicians also have responsibility to act if the public opinion changes. Flooding, storms, droughts are all getting people talking about climate change. I wonder if someday Atlanta will run out of water?

Think back to the Apollo program. President Kennedy motivated us to land a man on the moon. How that will play out exactly this time around, I don’t know. When we talk about climate, we need to do everything we can to set the stage before the actors come on. And they may only have one chance at success. We should keep thinking: How do we maximize that chance of success?

Climate change isn’t just an environmental issue; it’s a technology, water, food, energy, population issue. None of this happens in a vacuum.

Slate: Despite all the data and debates, the public still isn’t taking that great of an interest in climate change. According to Gallup, the fraction of Americans worrying about climate “a great deal” is still roughly one-third, about the same level as in 1989. Do you think that could ever change?

Titley: A lot of people who doubt climate change got co-opted by a libertarian agenda that tried to convince the public the science was uncertain—you know, theMerchants of Doubt. Unfortunately, there’s a lot of people in high places who understand the science but don’t like where the policy leads them: too much government control.

Where are the free-market, conservative ideas? The science is settled. Instead, we should have a legitimate policy debate between the center-right and the center-left on what to do about climate change. If you’re a conservative—half of America—why would you take yourself out of the debate? C’mon, don’t be stupid. Conservative people want to conserve things. Preserving the climate should be high on that list.

Slate: What could really change in the debate on climate?

Titley: We need to start prioritizing people, not polar bears. We’re probably less adaptable than them, anyway. The farther you are from the Beltway, the more you can have a conversation about climate no matter how people vote. I never try to politicize the issue.

Most people out there are just trying to keep their job and provide for their family. If climate change is now a once-in-a-mortgage problem, and if food prices start to spike, people will pay attention. Factoring in sea-level rise, storms like Hurricane Katrina and Sandy could become not once-in-100-year events, but once-in-a-mortgage events. I lost my house in Waveland, Miss., during Katrina. I’ve experienced what that’s like.

Slate: How quickly could the debate shift? How can we get past the stalemate on climate change and start focusing on what to do about it?

Titley: People working on climate change should prepare for catastrophic success. I mean, look at how quickly the gay rights conversation changed in this country. Ten years ago, it was at best a fringe thing. Nowadays, it’s much, much more accepted. Is that possible with climate change? I don’t know, but 10 years ago, if you brought up the possibility we’d have gay marriages in dozens of states in 2014, a friend might have said “Are you on drugs?” When we get focused, we can do amazing things. Unfortunately, it’s usually at the last minute, usually under duress.

This article is part of Future Tense, a collaboration among Arizona State University, the New America Foundation, and Slate. Future Tense explores the ways emerging technologies affect society, policy, and culture. To read more, visit the Future Tense blog and the Future Tense home page. You can also follow us on Twitter.

The U.N. Intergovernmental Panel on Climate Change has just completed a series of landmark reports that chronicle an update to the current state of consensus science on climate change. In a sentence, here’s what they found: On our current path, climate change could pose an irreversible, existential risk to civilization as we know it—but we can still fix it if we decide to work together.

But in addition to the call for cooperation, the reports also shared an alarming new trend: Climate change is already destabilizing nations and leading to wars.

That finding was highlighted in this week’s premiere of Showtime’s new star-studded climate change docu-drama Years of Living Dangerously. In the series’ first episode, New York Times columnist Thomas Friedman traveled to Syria to investigate how a long-running drought has contributed to that conflict. Climate change has also been discussed as a “threat multiplier” for recent conflicts in Darfur, Tunisia, Egypt, and future conflicts, too.

Climate change worsens the divide between haves and have-nots, hitting the poor the hardest. It can also drive up food prices and spawn megadisasters, creating refugees and taxing the resiliency of governments.

When a threat like that comes along, it’s impossible to ignore. Especially if your job is national security.

In a recent interview with the blog Responding to Climate Change, retired Army Brig. Gen. Chris King laid out the military’s thinking on climate change:

“This is like getting embroiled in a war that lasts 100 years. That’s the scariest thing for us,” he told RTCC. “There is no exit strategy that is available for many of the problems. You can see in military history, when they don’t have fixed durations, that’s when you’re most likely to not win.”

In a similar vein, last month, retired Navy Rear Adm. David Titley co-wrote an op-edfor Fox News:

The parallels between the political decisions regarding climate change we have made and the decisions that led Europe to World War One are striking – and sobering. The decisions made in 1914 reflected political policies pursued for short-term gains and benefits, coupled with institutional hubris, and a failure to imagine and understand the risks or to learn from recent history.

In short, climate change could be the Archduke Franz Ferdinand of the 21st century.

Earlier this year, while at the American Meteorological Society annual meeting in Atlanta, I had a chance to sit down with Titley, who is also a meteorologist and now serves on the faculty at Penn State University. He’s also probably one of the most fascinating people I’ve ever spoken with. Check out his TEDxPentagon talk, in which he discusses how he went from “a pretty hard-core skeptic about climate change” to labeling it “one of the pre-eminent challenges of our century.” (This interview has been lightly edited and condensed.)

Slate: You’ve been a leader when it comes to talking about climate change as a national security issue. What’s your take on the connection between war and climate?

Titley: Climate change did not cause the Arab spring, but could it have been a contributing factor? I think that seems pretty reasonable. This was a food-importing region, with poor governance. And then the chain of events conspires to have really a bad outcome. You get a spike in food prices, and all of a sudden, nobody’s in control of events.

I see climate change as one of the driving forces in the 21st century. With modern technology and globalization, we are much more connected than ever before. The world’s warehouses are now container ships. Remember the Icelandic volcano with the unpronounceable name? Now, that’s not a climate change issue, but some of the people hit worst were flower growers in Kenya. In 24 hours, their entire business model disappeared. You can’t eat flowers.

Slate: What’s the worst-case scenario, in your view?

Titley: There will be a discrete event or series of events that will change the calculus. I don’t know who, I don’t know how violent. To quote Niels Bohr: Predictions are tough, especially about the future. When it comes, that will be a black swan. The question is then, do we change?

Let me give you a few examples of how that might play out. You could imagine a scenario in which both Russia and China have prolonged droughts. China decides to exert rights on foreign contracts and gets assertive in Africa. If you start getting instability in large powers with nuclear weapons, that’s not a good day.

Here’s another one: We basically do nothing on emissions. Sea level keeps rising, three to six feet by the end of the century. Then, you get a series of super-typhoons into Shanghai and millions of people die. Does the population there lose faith in Chinese government? Does China start to fissure? I’d prefer to deal with a rising, dominant China any day. More

 

© 2014

Scientists Discover How to Generate Solar Power in the Dark

Meet 'photoswitches,' a breakthrough set of materials that act as their own batteries, absorbing energy and releasing it on demand.

The next big thing in solar energy could be microscopic.

Scientists at MIT and Harvard University have devised a way to store solar energy in molecules that can then be tapped to heat homes, water or used for cooking.

The best part: The molecules can store the heat forever and be endlessly re-used while emitting absolutely no greenhouse gases. Scientists remain a way’s off in building this perpetual heat machine but they have succeeded in the laboratory at demonstrating the viability of the phenomenon called photoswitching.

“Some molecules, known as photoswitches, can assume either of two different shapes, as if they had a hinge in the middle,” MIT researchers said in statement about the paper published in the journal Nature Chemistry. “Exposing them to sunlight causes them to absorb energy and jump from one configuration to the other, which is then stable for long periods of time.”

To liberate that energy all you have to do is expose the molecules to a small amount of light, heat or electricity and when they switch back to the other shape the emit heat. “In effect, they behave as rechargeable thermal batteries: taking in energy from the sun, storing it indefinitely, and then releasing it on demand,” the scientists said.

The researchers used a photoswitching substance called an azobenzene, attaching the molecules to substrates of carbon nanotubes. The challenge: Packing the molecules closely enough together to achieve a sufficient energy density to generate usable heat.

It appeared that the researchers had failed when they were only able to pack fewer than half the number of molecules needed as indicated by an earlier computer simulation of the experiment.

But instead of hitting a projected 30 percent increase in energy density, they saw a 200 percent increase. It turned out that the key was not so much packing azobenzene molecules tightly on individual carbon nanotubes as packing the nanotubes close together. That’s because the azobenzene molecules formed “teeth” on the carbon nanotubes, which interlocked with teeth on adjacent nanotubes. The result was the mass needed for a usable amount of energy storage.

That means different combinations of photoswitching molecules and substrates might achieve the same or greater energy storage, according to the researchers.

So how would molecular solar storage work if the technology can be commercialized? Timothy Kucharski, the paper’s lead author and a postdoc at MIT and Harvard, told The Atlantic that most likely the storage would take a liquid form, which would be easy to transport.

“It would also enable charging by flowing the material from a storage tank through a window or clear tube exposed to the sun and then to another storage tank, where the material would remain until it's needed,” Kucharski said in an email. “That way one could stockpile the charged material for use when the sun's not shining.”

The paper’s authors envision the technology could be used in countries where most people rely on burning wood or dung for cooking, which creates dangerous levels of indoor air pollution, leads to deforestation and contributes to climate change.

“For solar cooking, one would leave the device out in the sun during the day,” says Kucharski. “One design we have for such an application is purely gravity driven – the material flows from one tank to another. The flow rate is restricted so that it's exposed to the sun long enough that it gets fully charged. Then, when it's time to cook dinner, after the sun is down, the flow direction is reversed, again driven by gravity, and the opposite side of the setup is used as the cooking surface.”

“As the material flows back to the first tank, it passes by an immobilized catalyst which triggers the energy-releasing process, heating the cooking surface up,” he adds.

Other versions of such device could be used to heat buildings.

Kucharski said the MIT and Harvard team is now investigating other photoswitching molecules and substrates, “with the aim of designing a system that absorbs more of the sun's energy and also can be more practically scaled up.” More

 

© 2014

Exxon Mobil's response to climate change is consummate arrogance

Monday saw the release of the latest climate report from the planet’s scientists.Predictions of famine, flood, and so on – mostly what we already knew, in even more striking language.

But Monday also saw the release of another document somewhat less expected, and probably at least as important in the ongoing battle over the future of the atmosphere and hence all of us who live in its narrow envelope.

Exxon Mobil said: 'we are confident that none of our hydrocarbon reserves are now or will become ‘stranded''

Here’s the backstory. For 18 months now some of us have been campaigning for colleges, churches, cities and the like to sell their shares in fossil fuel companies, on the grounds that their business plans call for burning far more carbon than scientists believe the planet can safely handle. It’s become the fastest growing divestment movement in history — but some have tried to reach out to the industry and reach a middle ground instead, hoping to reform them instead of simply trying to break their power.

Profound thanks are due, then, to those shareholder activists who urged “constructive engagement” with the oil, gas and coal barons.

Because those organisations, groups like As You Sow, CERES, and the Interfaith Center on Corporate Responsibility, managed in very short order to get Exxon Mobil, the leader of the fossil fuel industry, to show its cards. In fact, in a truly historic moment, Exxon Mobil turned over the whole deck — and to its credit it showed it has nothing up its sleeve, no tricky rhetoric or sleight of hand. Just endless amounts of oil and gas.

On Monday the company issued two reports, in formal response to a shareholder resolution that demanded they disclose their carbon risk and talk about how they planned to deal with the fact that they and other oil giants have many times more carbon in their collective reserves than scientists say we can safely burn.

The company said that government restrictions that would force it to keep its reserves in the ground were “highly unlikely,” and that they would not only dig them all up and burn them, but would continue to search for more gas and oil — a search that currently consumes about $100 million of its investors’ money every single day. “Based on this analysis, we are confident that none of our hydrocarbon reserves are now or will become ‘stranded,’” they said.

This is an honest reply. It is as honest as the report that emerged the same day from the world’s climate scientists, which demonstrated that if Exxon Mobil and its ilk keep their promise to dig up their reserves and burn them, then the planet will no longer function effectively.

Some of us, cynically, thought all along that this would be Exxon’s posture. The company, after all, poured millions into denying climate science when that was still possible. That’s why we’ve been calling for divestment.

We’ve never thought that there was a small flaw in their business plan that could be altered by negotiation; we’ve always thought their business plan was to keep pouring carbon into the atmosphere. And indeed Exxon’s statements are easy to translate: “We plan on overheating the planet, we think we have the political muscle to keep doing it, and we dare you to stop it.” And they’re right — unless we build a big and powerful movement, they’ll continue to dominate our political life and keep change from ever taking place.

So now, with that information clearly on the table, it’s time for college boards and foundation heads, church denominations and city mayors to act and act firmly. By divesting — by announcing that they are breaking ties with these companies — they will begin the process of politically bankrupting them. Of taking away the social license that allows them to act with such consummate arrogance, on the very day that the planet’s scientists laid bare the impact of climate change on everything from crop yields to civil wars.

It’s never fun to see one’s cynicism confirmed. But Monday was a day for reality, on the scientific front but also the political, economic, and corporate.

The only open question left is what we’re going to do about it. More

 

© 2014

The energy transition tipping point is here

In late February, Bloomberg finally addressed the most problematic issue in shale gas and tight oil wells: their incredible decline rates and diminishing prospects for drilling in the most-profitable "sweet spots" of the shale plays. I have documented that issue at length (for example, "Oil and gas price forecast for 2014," "Energy independence, or impending oil shocks?," "The murky future of U.S. shale gas," and my Financial Times critique of Leonardo Maugeri's widely heralded 2012 report).

The sources for the Bloomberg article are shockingly candid about the difficulties facing the shale sector, considering that their firms have been at the forefront of shale hype.

The vice president of integration at oil services giant Schlumberger notes that four out of every 10 frack clusters are duds. Geologist Pete Stark, a vice president of industry relations at IHS—yes, that IHS, where famous peak oil pooh-pooher Daniel Yergin is the spokesman for its CERA unit—actually said what we in the peak oil camp have been saying for years: "The decline rate is a potential show stopper after a while…You just can’t keep up with it."

The CEO of Superior Energy Services was particularly pithy: "We've drilled all the good stuff…These are very poor quality formations that I don't believe God intended for us to produce from the source rock." Source rocks, as I wrote last month, are an oil and gas "retirement party," not a revolution.

The toxic combination of rising production costs, the rapid decline rates of the wells, diminishing prospects for drilling new wells, and a drilling program so out of control that it caused a glut and destroyed profitability, have finally taken their toll.

Numerous operators are taking major write-downs against reserves. WPX Energy, an operator in the Marcellus shale gas play, and Pioneer Natural Resources, an operator in the Barnett shale gas play, each have announced balance sheet “impairments” of more than $1 billion due to low gas prices. Chesapeake Energy, Encana, Apache, Anadarko Petroleum, BP, and BHP Billiton have disclosed similar substantial reserves reductions. Occidental Petroleum, which has made the most significant attempts to frack California’s Monterey Shale, announced that it will spin off that unit to focus on its core operations—something it would not do if the Monterey prospects were good. EOG Resources, one of the top tight oil operators in the United States, recently said that it no longer expects U.S. production to rise by 1 million barrels per day (mb/d) each year, in accordance with my 2014 oil and gas price forecast.

Coal and nuclear

When I wrote “Why baseload power is doomed” and "Regulation and the decline of coal power" in 2012, the suggestion that renewables might displace baseload power sources like coal and nuclear plants was generally received with ridicule. How could "intermittent" power sources with just a few percentage points of market share possibly hurt the deeply entrenched, reliable, fully amortized infrastructure of power generation?

But look where we are today. Coal plants are being retired much faster than most observers expected. The latest projection from the U.S. Energy Information Administration (EIA) is for 60 gigawatts (GW) of coal-fired power capacity to be taken offline by 2016, more than double the retirements the agency predicted in 2012. The vast majority of the coal plants that were planned for the United States in 2007 have since been cancelled, abandoned, or put on hold, according to SourceWatch.

Nuclear power plants were also given the kibosh at an unprecedented rate last year. More nuclear plant retirements appear to be on the way. Earlier this month, utility giant Exelon, the nation’s largest owner of nuclear plants, warned that it will shut down nuclear plants if the prospects for their profitable operation don’t improve this year.

Japan has just announced a draft plan that would restart its nuclear reactors, but the plan is "vague" and, to my expert nose, stinks of political machinations. What we do know is that the country has abandoned its plans to build a next-generation "fast breeder" reactor due to mounting technical challenges and skyrocketing costs.

Grid competition

Nuclear and coal plant retirements are being driven primarily by competition from lower-cost wind, solar, and natural gas generators, and by rising operational and maintenance costs. As more renewable power is added to the grid, the economics continue to worsen for utilities clinging to old fossil-fuel generating assets (a topic I have covered at length; for example, "Designing the grid for renewables," "The next big utility transformation," "Can the utility industry survive the energy transition?" "Adapt or die - private utilities and the distributed energy juggernaut" and "The unstoppable renewable grid").

Nowhere is this more evident than in Germany, which now obtains about 25 percent of its grid power from renewables and which has the most solar power per capita in the world. I have long viewed Germany’s transition to renewables (see "Myth-busting Germany's energy transition") as a harbinger of what is to come for the rest of the developed world as we progress down the path of energy transition.

And what's to come for the utilities isn't good. Earlier this month, Reuters reported that Germany’s three largest utilities, E.ON, RWE, and EnBW are struggling with what the CEO of RWE called “the worst structural crisis in the history of energy supply.” Falling consumption and growing renewable power have cut the wholesale price of electricity by 60 percent since 2008, making it unprofitable to continue operating coal, gas and oil-fired plants. E.ON and RWE have announced intentions to close or mothball 15 GW of gas and coal-fired plants. Additionally, the three major utilities still have a combined 12 GW of nuclear plants scheduled to retire by 2020 under Germany’s nuclear phase-out program.

RWE said it will write down nearly $4 billion on those assets, but the pain doesn’t end there. Returns on invested capital at the three utilities are expected to fall from an average of 7.7 percent in 2013 to 6.5 percent in 2015, which will only increase the likelihood that pension funds and other fixed-income investors will look to exchange traditional utility company holdings for “green bonds” invested in renewable energy. The green bond sector is growing rapidly, and there's no reason to think it will slow down. Bond issuance jumped from $2 billion in 2012 to $11 billion in 2013, and the now-$15 billion market is expected to nearly double again this year.

A new report from the Rocky Mountain Institute and CohnReznick about consumers "defecting" from the grid using solar and storage systems concludes that the combination is a "real, near and present" threat to utilities. By 2025, according to the authors, millions of residential users could find it economically advantageous to give up the grid. In his excellent article on the report, Stephen Lacey notes that lithium-ion battery costs have fallen by half since 2008. With technology wunderkind Elon Musk's new announcement that his car company Tesla will raise up to $5 billion to build the world's biggest "Gigafactory" for the batteries, their costs fall even farther. At the same time, the average price of an installed solar system has fallen by 61 percent since the first quarter of 2010.

At least some people in the utility sector agree that the threat is real. Speaking in late February at the ARPA-E Energy Summit, CEO David Crane of NRG Energy suggested that the grid will be obsolete and used only for backup within a generation, calling the current system "shockingly stupid."

Non-hydro renewables are outpacing nuclear and fossil fuel capacity additions in much of the world, wreaking havoc with the incumbent utilities' business models. The value of Europe's top 20 utilities has been halved since 2008, and their credit ratings have been downgraded. According to The Economist, utilities have been the worst-performing sector in the Morgan Stanley index of global share prices. Only utilities nimble enough to adopt new revenue models providing a range of services and service levels, including efficiency and self-generation, will survive.

In addition to distributed solar systems, utility-scale renewable power plants are popping up around the world like spring daisies. Ivanpah, the world's largest solar "power tower" at 392 megawatts (MW), just went online in Nevada. Aura Solar I, the largest solar farm in Latin America at 30 MW, is under construction in Mexico and will replace an old oil-fired power plant. India just opened its largest solar power plant to date, the 130 MW Welspun Solar MP project. Solar is increasingly seen as the best way to provide electricity to power-impoverished parts of the world, and growth is expected to be stunning in Latin America, India and Africa.

Renewable energy now supplies 23 percent of global electricity generation, according to the National Renewable Energy Laboratory, with capacity having doubled from 2000 to 2012. If that growth rate continues, it could become the dominant source of electricity by the next decade.

Environmental disasters

Faltering productivity, falling profits, poor economics and increasing competition from power plants running on free fuel aren't the only problems facing the fossil-fuels complex. It has also been the locus of increasingly frequent environmental disasters.

On Feb. 22, a barge hauling oil collided with a towboat and spilled an estimated31,500 gallons of light crude into the Mississippi River, closing 65 miles of the waterway for two days.

More waterborne spills are to be expected along with more exploding trains as crude oil from sources like the Bakken shale seeks alternative routes to market while the Keystone XL pipeline continues to fight an uphill political battle. According to the Association of American Railroads, the number of tank cars shipping oil jumped from about 10,000 in 2009 to more than 230,000 in 2012, and more oil spilled from trains in 2013 than in the previous four decades combined.

Federal regulators issued emergency rules on Feb. 25 requiring Bakken crude to undergo testing to see if it is too flammable to be moved safely by rail, but I am not confident this measure will eliminate the risk. Light, tight oil from U.S. shales tends to contain more light molecules such as natural gas liquids than conventional U.S. crude grades, and is more volatile.

Feb. 11 will go down in history as a marquee bad day for fossil fuels, on which 100,000 gallons of coal slurry spilled into a creek in West Virginia; a natural gas well in Dilliner, Pa., exploded (and burned for two weeks before it was put out); and a natural gas pipeline ruptured and exploded in Tioga, ND. Two days later, another natural gas line exploded in the town of Knifely, Ky., igniting multiple fires and destroying several homes, barns, and cars. The same day, another train carrying crude oil derailed near Pittsburgh, spilling between 3,000 and 7,500 gallons of crude oil.

And don't forget the spill of 10,000 gallons of toxic chemicals used in coal processing from a leaking tank in West Virginia in early January, which sickened residents of Charleston and rendered its water supply unusable.

No return

At this point you may think, "Well, this is all very interesting, Chris, but why should we believe we've reached some sort of tipping point in energy transition?"

To which I would say, ask yourself: Is any of this reversible?

Is there any reason to think the world will turn its back on plummeting costs for solar systems, batteries, and wind turbines, and revert back to nuclear and coal?

Is there any reason to think we won't see more ruptures and spills from oil and gas pipelines?

What about the more than 1,300 coal-ash waste sites scattered across the United States, of which about half are no longer used and some are lacking adequate liners? How confident are we that authorities will suddenly find the will, after decades of neglect, to ensure that they'll not cause further contamination after damaging drinking water supplies in at least 67 instances so far, such that we feel confident about continuing to rely on coal power?

Like the disastrous natural gas pipeline that exploded in 2010 and turned an entire neighborhood in San Bruno, Calif., into a raging inferno, coal-ash waste sites are but one part of a deep and growing problem shot through the entire fabric of America: aging infrastructure and deferred maintenance. President Obama just outlined his vision for a $302 billion, four-year program of investment in transportation, but that's just a drop in the bucket, and it's only for transportation.

Is there any reason to think citizens will brush off the death, destruction, environmental contamination of these disasters—many of them happening in the backyards of rural, red-state voters—and not take a second look at clean power?

Is there any reason to believe utilities will swallow several trillion dollars worth of stranded assets and embrace new business models en masse? Or is it more likely that those that can will simply adopt solar, storage systems, and other measures that ultimately give them cheaper and more reliable power, particularly in the face of increasingly frequent climate-related disasters that take out their grid power for days or weeks?

Is there any reason to think the billions of people in the world who still lack reliable electric power will continue to rely on filthy diesel generators and kerosene lanterns as the price of oil continues to rise? Or are they more likely to adopt alternatives like the SolarAid solar lanterns, of which half a million have been sold across Africa in the past six months alone? (Here's a hint: Nobody who has one wants to go back to their kerosene lantern.) Founder Jeremy Leggett of SunnyMoney, who created the SolarAid lanterns, intends to sell 50 million of them across Africa by 2020.

Is there any reason to believe solar and wind will not continue to be the preferred way to bring power to the developing world, when their fuel is free and conventional alternatives are getting scarcer and more expensive?

Is there any reason a homeowner might not think about putting a solar system on his or her roof, without taking a single dollar out of his or her pocket, and using it to charge up an electric vehicle instead of buying gasoline?

Is there any reason to think that drilling for shale gas and tight oil in the United States will suddenly resume its former rapid growth rates, when new well locations are getting harder to find, investment by the oil and gas companies is being slashed, share prices are falling, reserves are getting taken off balance sheets and investors are getting nervous?

I don't think so. All of these trends have been developing for decades, and new data surfacing daily only reinforces them. More

 

© 2014