Meanwhile Back in the Real World
By Tim Watkins
In a society where the “right” not to be offended takes
precedence over factual evidence, it is all too easy to believe that we are
well on the way to a 100 percent renewable energy future. This, after all, is what all of those happy
clappy green-tech articles that get shared around on social media have been
telling us for more than a decade. It is
what we want to believe.
Well, much as I hate to hurt anyone’s feelings (not really)
the reality of our predicament is a little more upsetting. For while it is true that we have made a
Herculean effort to ramp up the production of wind, solar and tidal
electricity, it has barely dented our global energy mix. As Barry Saxifrage explains in an analysis of
the BP Statistical Review of World Energy:
“In 25 of the last 26
years, we burned more fossil fuels than the year before.
“The only year in the
last quarter century with a decrease was 2009. That was caused by a sharp
global recession. And within a year, that rare respite was wiped out by a
massive surge that followed.”
The proportion of fossil fuels in our energy mix has barely
fallen, according to Saxifrage. In 1995,
fossil fuels made up 87 percent of our energy.
By 2015, this had fallen to 86 percent.
And even this may overstate the case, since the reported decline in coal
use may be exaggerated:
“Here are four
maddeningly compelling reasons to be skeptical of a coal downturn:
Data: Our
atmosphere shows no sign of it.
History: China has
huge under-reporting problems.
Human nature:
Growing pressure to under-report and no way to catch it.
Money: New coal
plant construction is booming worldwide.”
One reason for the failure to make inroads into global
fossil fuel consumption is that the massive deployment of modern renewables (as
opposed to wood burning and hydroelectric) has taken place largely in
government policy documents and the futurist imaginations of green-tech
journalists, rather than in the real world.
As energy expert Kurt Cobb explains:
“I recently asked a
group gathered to hear me speak what percentage of the world’s energy is
provided by these six renewable sources: solar, wind, geothermal, wave, tidal,
and ocean energy.
“Then came the
guesses: To my left, 25 percent; straight ahead, 30 percent; on my right, 20
percent and 15 percent; a pessimist sitting to the far right, 7 percent.
“The group was
astonished when I related the actual figure: 1.5 percent. The figure comes from
the Paris-based International Energy Agency, a consortium of 30 countries that
monitors energy developments worldwide. The audience that evening had been
under the gravely mistaken impression that human society was much further along
in its transition to renewable energy. Even the pessimist in the audience was
off by more than a factor of four.”
Insofar as modern renewables replace – rather than add to –
our energy consumption, they displace the coal used in electricity
generation. However, electricity
accounts for just 20 percent of global energy.
Transport, temperature control, agriculture and heavy industry account
for the remaining 80 percent. Moreover,
a large part of their energy requirements can only be met with fossil
fuels. For example, high-temperature
industrial processes like the manufacture of concrete or (ironically)
silicon-based photovoltaic solar panels depend upon temperatures that are too
high to be generated with modern renewables.
A big problem rests with the technology itself. As with overoptimistic green-tech journalism,
models that purport to show the feasibility of 100 percent renewable energy
systems reside primarily inside their author’s heads, where uncomfortable
objections (like the cost of intermittency to the wider economy) do not have to
be entertained.
As a recent Science
Direct paper by Clara F. Heuberger and Niall Mac Dowell explains:
“Problems can arise
if models are used in a wider decision-making context, as evidence for
investments, policies, or shaping of public opinion. Here, models should
exhibit a certain level of mathematical rigor, data accuracy and
‘up-to-dateness,’ and transparency. It has been recognized that some energy
system models inadequately consider essential system operability requirements,
for example, with respect to the power and transmission system. It is hence questionable if such scenarios
propose realizable pathways…
“Given sufficient
investment, an expanded transmission and distribution network can increase
system resilience and facilitate a higher penetration of intermittent renewable
power generation due to the spatially and temporally distributed nature of wind
and solar resources. However, the
required transmission grid expansion or storage capacity requirements could be
significant in terms of size and cost. In addition, if system security and
quality of supply are not to be compromised, dispatchable back-up capacity
remains an essential component of the energy mix.”
Similar issues are reported by Benjamin Sovacool, who sought
anecdotal evidence from key stakeholders in the energy systems of Denmark,
Finland, Iceland, Norway, and Sweden – countries that are among the world
leaders in new renewable development and deployment:
“Those interviewed
were selected to represent the diverse array of stakeholders involved with
electricity mobility, including electricity supply technology and
infrastructure, policy and practice, and included experts from national
government ministries, agencies, and departments; local government ministries,
agencies, and departments; universities and research institutes; electricity
suppliers and utilities; and other private sector companies.
“We find that those
interviewed identified no less than 40 distinct electricity challenges facing
the Nordic region. The integration of renewables was by far the most frequently
mentioned (14.5%) of the expert sample. Five other challenges were also mentioned
the most frequently by respondents: electrification of transport and other
sectors (10.6%), managing intermittency (8.8%), carbon intensity (8.4%),
supporting local grids (8.4%), and adequate capacity (8.4%). Interestingly,
items such as energy efficiency, consumer awareness, industry, energy security,
and public opposition were mentioned by only 1.8% (or less).”
Once again, the public understanding of new renewables is at
odds with the major challenges expressed by those charged with delivering an
energy transition that most likely will never happen. This makes renewable energy a serious but
currently excluded political issue.
Because both politicians and the public at large believe something that
is simply untrue: that a 100 percent carbon-free energy system is possible and
that we are a long way down the path to achieving it.
The horns of our true dilemma are, first, that for
environmental reasons we have to decarbonise; and second, that the increasing
cost of extracting fossil fuels will force us to in any case. That is a problem because our current private
and public debt load requires continuous economic growth that is itself closely
coupled to energy growth. Without the
ability to raise new capital (i.e take on new debt) and without a reasonably
healthy “real economy” there is simply no way that we can hope even to achieve
a 50:50 balance of carbon-free and fossil fuel energy mix.
The political question that follows from this is: what is
Plan B?
My tentative answer to this is that perhaps we should cease
trying to address climate change and resource depletion on the supply side and
instead begin to construct some realistic models of the kind of society we will
be able to operate at a much lower level of energy consumption. I suspect that the reason this “solution” is
seldom even entertained is that, at our current technological level, at best it
would involve a major drop in living standards… particularly for western
elites. And that prospect upsets a lot
of feelings.
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