Politics – Page 184 – a sibilant intake of breath

Improvised explosive devices

The Washington Post has an interesting special feature on improvised explosive devices (IEDs) in Iraq and Afghanistan. While the overall themes are quite common – Western forces are much less effective against insurgents than armies, low cost and low tech weapons can neutralize huge advantages in funds and technology – the specific details provided are quite interesting.

IEDs are apparently the single biggest killer of coalition troops in Afghanistan and Iraq. Partly, that is the result of not having large enough forces to monitor important routes continuously. Partly, it is the product of the sheer volume of explosives available in both states. Partly, it is the result of assistance provided by other states or sub-state groups, such as Iranian assistance being provided to some Shiite groups. Explosively formed penetrators – capable of firing six or seven pounds of copper at 2000 metres per second – are an excellent example of a relatively low cost, low-tech technology that seriously threatens a force that is far better trained, supported, and equipped overall.

Seeing how total air superiority, expensive armoured vehicles, and sophisticated electronic countermeasures can be no match for some guys with rusty old artillery shells and some wire is a humbling reminder of the limited utility of military force. Ingenuity, practicality, and humility will probably prove to be essential qualities as the US tries to find the least bad path out of Iraq, and while NATO tries to salvage the situation in Afghanistan.

Greenpeace on carbon capture and storage

On Monday, Greenpeace released a report entitled: False Hope: Why carbon capture and storage won’t save the climate (PDF). The points made are fairly familiar, though it is good to see them considered in combination:

CCS cannot deliver in time to avoid dangerous climate change.
CCS wastes energy and resources
Storing carbon underground is risky
CCS is expensive and undermines real solutions to climate change
CCS and liability: risky business
The alternative to CCS: renewables and energy efficiency

Joseph Romm probably has the most sensible overall view of CCS. He argues that it can serve as one of the fourteen ‘wedges’ that are required to stabilize global concentrations of greenhouse gasses, acknowledging that even that role will require pumping infrastructure equivalent to all that presently being used to extract oil. Think about the total expenditures of the world’s oil companies on equipment, construction, and labour and you begin to appreciate the costs that are likely to be associated with widespread use of CCS. That being said, it is only fair to say that the cost projections are approximations based on huge assumptions. It is like being in the era of the Wright brothers and trying to project what the finances of a major airline will resemble, in terms of thinks like capital use and equipment life cycles.

CCS needs to be thought about in the context of an overall strategic push to stabilize greenhouse gas levels. It is possible that it will have a modest effect at an acceptable cost. It is also possible that it will be unfeasible at a commercial scale, or simply too costly. The most dangerous possibility is that the very idea of CCS gives people the false sense that the problem can be solved, particularly that we can keep burning coal while waiting for a low-cost technological solution to magically appear. As one strategy among many, CCS might have a future. One future that CCS cannot permit is one where the nature of the world’s energy use remains similar to today, with the awkward greenhouse gasses simply swept under the rug.

One more reason to support American gas taxes

One reason for which cutting gasoline taxes in the United States is especially unjustifiable is that the taxes don’t go into general revenue. Rather, they go into a Highway Trust Fund that pays for road construction and maintenance. Not only would cutting gasoline taxes encoruage people to use fuel inefficiently at a time of ever-greater scarcity: it would also shift the burden of paying for roads from those who use them most heavily towards the population as a whole.

Collier on biofuels

Paul Collier’s comment on this Financial Times article is one of the best examples I have seen of the value of letting members of the public contribute in that way. As is generally the case with him, the comment is engaging and very candid. He argues that the most important way to keep the poor from suffering because of the drive towards biofuels is to encourage more large-scale industrial agriculture in the developing world:

We laud the production style of the peasant: environmentally sustainable and human in scale. In respect of manufacturing and services we grew out of this fantasy years ago, but in agriculture it continues to contaminate our policies. In Europe and Japan huge public resources have been devoted to propping up small farms. The best that can be said for these policies is that we can afford them. In Africa, which cannot afford them, development agencies have oriented their entire efforts on agricultural development to peasant style production. As a result, Africa has less large-scale commercial agriculture than it had fifty years ago. Unfortunately, peasant farming is generally not well-suited to innovation and investment: the result has been that African agriculture has fallen further and further behind the advancing productivity frontier of the globalized commercial model.

It is definitely a comment at odds with the new fashion for the local within environmentalism. That being said, there is a strong argument to be made that the rich world is going to press on with biofuels regardless of how much suffering it creates in the poor world. If that is taken as true, an unfashionable but effective counter-strategy might be the most suitable response.

Keenlyside et al. on the next decade

As reported in the BBC, a Nature article is arguing that computer models suggest that little global warming will occur in the next decade:

[O]ver the next decade, the current Atlantic meridional overturning circulation will weaken to its long-term mean; moreover, North Atlantic SST and European and North American surface temperatures will cool slightly, whereas tropical Pacific SST will remain almost unchanged. Our results suggest that global surface temperature may not increase over the next decade, as natural climate variations in the North Atlantic and tropical Pacific temporarily offset the projected anthropogenic warming.

Climate is a naturally variable thing and, as such, it is always undergoing upward and downward oscillations. Anthropogenic greenhouse gasses definitely have a growing warming effect, but that effect is overlaid on top of the existing variations and feedbacks. As such, a natural downward tendency might drown out the human impact for a certain span of time.

Having relatively accurate decade-to-decade forecasts on climate change impacts could be very useful for adaptation planning. By providing guidance on things like weather conditions and extreme events, they could allow for the more intelligent selection of crops, the concentration of effort in the most threatened areas, and the general development of anticipatory policy.

While such studies are clearly important for increasing our understanding of the climate system, there is a big danger of misunderstanding them – whether wilfully or not. Plenty of people would interpret a decade of flat or falling temperatures as strong evidence that the climate change consensus is wrong. It provides new fodder for those intentionally seeking to confuse the issue, as well as new grounds for confusion among those who are genuinely trying to understand the situation. Of course, we cannot ask for science to always emerge in ways that help people deal with it appropriately. It would be pretty tragic if a brief but poorly timed deviation from the warming trend helped to undermine the case for action at the very time when we must begin the long and difficult task of building a low-carbon world.

Building an anti-power plant

You often see glib statements like “The world will need 35% more energy by 2020.” Often, these seem to be based on an approach little more sophisticated than looking at the trend in energy growth over the last few years and extending it out another twelve. Thought about more intelligently, we see that there isn’t some mythical quantity of energy that will be demanded: people will simply make choices in the face of the incentives that are presented to them and their own desires. If those choices and incentives favour a lower energy mode of living, it is entirely possible that we could cut total energy use at the same time as the population and standards of living continue to rise.

Thought about that way, there are many ways in which we can change what the quantity of energy demanded will be. People don’t want X Joules to keep their houses warm and Y Joules to transport groceries. They want warm homes and convenience. These things can be done at a much lesser energy cost than is the case today. Critically, reducing demand for some quantity of energy – say the 1000 MW or so a new nuclear plant could provide – may well be cheaper than actually building the plant. Making buildings, vehicles, and factories more efficient can go a long way towards that. So too can cutting back on terrifically wasteful uses of energy. One critical route to achieving this is to change the incentives for energy producers. As long as their profits rise when they sell more and fall when they help people cut back, they will be a perverse force pushing for less sustainable lifestyles. Regulation can be re-crafted to ensure that halving a home’s energy use is a boon for the owner, the utility, and for the planet.

Thoughtlessly accepting that energy demand must continue growing shows both a lack of adequate concern about climate change and a lack of imagination. Building anti-power plants instead would mean keeping the landscape and air clearer, keeping carbon safely in the ground, and working towards a future where one’s energy use and one’s quality of life aren’t slavishly locked together.

Dangerous anthropogenic interference

The stated objective of the United Nations Framework Convention on Climate Change is to achieve “stabilization of greenhouse gas concentrations in the atmosphere at a level that would prevent dangerous anthropogenic interference with the climate system.” The most problematic aspect of this mandate is the open definition of ‘dangerous anthropogenic interference.’ Given that we have direct ice core evidence that concentrations of carbon dioxide are higher than at any point in the past 650,000 years – along with indirect evidence that this is the peak for the last 20 million years – it is fair to say that we are already interfering dangerously with the climate system.

Of course, one cannot go straight from showing elevated CO2 to ascribing danger. That said, the link between greenhouse gasses and increases in radiative forcing and temperature is incontrovertible. So too, the realities of icecap and glacier melting and ocean acidification. The question is no longer about whether or not we will cause dangerous interference, but how much danger we are willing to tolerate in exchange for less rapid and comprehensive changes to our high-carbon lifestyles.

Considering the future of oil

People frequently mention how, in the 17th and 18th century, lobster was so abundant in the eastern United States that it was used as a staple food for orphans, servants, and prisoners. Supposedly, Massachusetts passed a law restricting it to being served at most twice a week.

In the era of lobster scarcity, this seems incredible to us. The same basic ideas can be usefully applied to petroleum. There is a good case to be made that petroleum prices will continue to rise dramatically in the medium to long term on the basis of growing demand and flat or declining production. If that proves true, oil will be the new lobster. Where prior cheapness made it the fuel of choice in all kinds of applications, cost will gradually squeeze it out from everywhere something cheaper can do the trick. I am mostly talking about liquid petroleum here, but a similar market dynamic is likely to arise with natural gas (though it is tougher to export overseas), or even coal.

People used to grind up lobster to use as fertilizer for gardens. The oil equivalent is probably using petroleum to generate constant baseload electricity for the grid. Oil costs more to transport, burns less efficiently, and is much more import-dependent than natural gas. Oil for electricity is one of those uses that people generally switch from as soon as a viable opportunity arises. Barring some isolated communities and autocratic petro-states, I doubt anyone will be generating electricity from the grid using oil in a few decades’ time.

Moving up the value chain, there are two big ways in which oil is used: as a high-density source of energy and as a feedstock for industrial processes. In both cases, higher prices will start to produce substitution in areas where alternatives are possible. Electric lawnmowers are quieter and a whole lot less toxin-spewing than their gasoline counterparts; similarly, plug-in hybrids and all-electric vehicles are the best option for those city-dwellers who continue to demand a private vehicle.

Where only oil will do

At the top of the value chain are applications where nothing but oil will do. A fancy restaurant cannot serve a heap of flavoured tofu and call it lobster, though frozen dinner companies do something similar all the time. The essential uses for oil will ultimately relate to the two fundamental properties described above: energy density and chemical makeup.

The foremost essential market for the first remains aircraft. Ground transportation to migrate towards electric. Hopefully, someone will also be able to come up with a biofuel that solves more problems than it creates. Ships can return to coal or sails, or even be outfit with marine nuclear reactors. Planes – for the foreseeable future – will need to continue burning mostly kerosene.

The chemistry of oil makes it the basis for most of our plastics, but it is difficult for a non-expert like me to determine the degree to which that is the result of its historically low price. Certainly, permanently higher prices for oil will lead to some changes in the plastics industry. If prices rise, people will use less and will substitute less costly materials. Where possible, people will also make plastics from things other than oil. It seems likely, however, that there will be at least a few industrial processes where only oil will do.

Broader impacts

When it comes to prices for refined petroleum fuels, the world is broadly divided into three groups of states. There are those where oil has long been relatively expensive, such as in Western Europe. There are those where oil has been moderately subsidized, creating a mild culture of entitlement, such as the United States. Finally, there are those where subsidies are extreme. Gasoline in many European states is well above $2.00 a litre; in the United States, it remains around $1.00; in Iran, it is $0.09 and in Venezuela just $0.05.

In many countries within the third group, subsidies are already a huge expense. Iran may produce a lot of oil, but it refines relatively little into gasoline. As such, it needs to import gasoline in order to provide it to its citizens for pennies. A good number of them will then be tempted to re-export it and pocket the difference. That temptation can only grow in a world of ever-more-expensive oil. Governments then find themselves in the awkward position of having to either cut a popular and stabilizing policy or somehow finance a growing drain on the public purse.

While it is extremely difficult to predict what the overall effects of continually rising oil prices would be, two conclusions do seem highly probable. Firstly, uses of oil that produce little value or which could easily switch to another fuel will be priced out of the oil-buying market by high margin options with few substitutes. Secondly, more stress will develop in relation to wildly different prices for refined fuels, especially when it comes to states like Iran that subsidize domestic consumption heavily.

[Update: 8 March 2010]. BuryCoal.com is a site dedicated to making the case for leaving coal, along with unconventional oil and gas, underground.

Oil prices and American politics

Robert Rapier, a petroleum engineer and blogger, recently posted an ‘Open Letter to Our Next President.’ He has recently been doing a good job of showing why ideas like a summer gas tax holiday or suing OPEC for the right to buy oil at the price we want are wrong-headed popularity stunts. He has also been doing a good job of highlighting the degree to which current petroleum prices are largely the product of long-term trends. If more and more people want ever-more oil, at the same time as existing fields are producing flat or declining yields and new discoveries are not keeping pace, prices are certain to keep rising.

The question is whether one of those four pillars will be eroded. It is possible we will finally get a handle on per-capita oil demand, and start along the long road to renewable energy use. It is also possible that economic conditions will reduce the growth in world demand for oil as people in India and China are forced to grow richer more slowly than at present. It is possible that new technology will significantly increase yields from existing oil fields for some period of time. Finally, it is possible that big new finds will keep the (planet destroying) party going a bit longer for everybody.

It is time to start thinking much more seriously about the possibility than none of those ‘outs’ will materialize.

Romm’s fourteen wedges

Joseph Romm, whose book I reviewed previously, has a new blog post up outlining what would be necessary to stabilize global concentrations of greenhouse gasses below 450 parts per million of CO2 equivalent. It is explained in terms of ‘stabilization wedges’ – each of which represents a reduction of one gigatonne (billion tonnes) below business as usual projections. In total, he says 14 are necessary by 2050 and suggests the following list:

One wedge of vehicle efficiency — all cars getting 60 mpg, with no increase in miles traveled per vehicle.
One of wind for power — one million large (2 MW peak) wind turbines.
One of wind for vehicles — another 2000 GW wind. Most cars must be plug-in hybrids or pure electric vehicles.
Three of concentrated solar thermal — about 5000 GW peak.
Three of efficiency — one each for buildings, industry, and cogeneration/heat-recovery for a total of 15 to 20 million gwh.
One of coal with carbon capture and storage — 800 GW of coal with CCS.
One of nuclear power — 700 GW plus 10 Yucca mountains for storage.
One of solar photovoltaics — 2000 GW peak (or less PV and some geothermal, tidal, and ocean thermal).
One of cellulosic biofuels — using one-sixth of the world’s cropland (or less land if yields significantly increase or algae-to-biofuels proves commercial at large scale).
Two of forestry — End all tropical deforestation. Plant new trees over an area the size of the continental U.S.
One of soils — Apply no-till farming to all existing croplands.

No government anywhere has this level of ambition today. Just providing the nuclear wedge would require building 26 new plants a year, as well as ten geological repositories the size of Yucca Mountain. Providing the carbon capture wedge will require building a quantity of infrastructure capable of putting the same volume of CO2 into the ground as we are presently removing, when it comes to oil.

Romm does an excellent job of showing what a huge and civilizational challenge climate change really is. At the same time, while there is no technical reason for which fourteen wedges is impossible, one certainly doesn’t have the sense that anything like the necessary level of political will exists today. President Bush’s ludicrous announcement that the US will try to stop emissions growth by 2025 is closer to the mainstream of thinking in most places. At least a few people would rather doom future generations to an inhospitable planet than buckle down and make these changes.

Once again, we are left with the question of what might convince people to change. If fourteen wedges are what’s required, it seems virtually impossible that the rosy ‘it will all pay for itself’ possibility will play out. It is hard to imagine anything short of a catastrophe providing the necessary motive force, and it will take a catastrophe that unites the world in common effort, rather than divides it in fear or suspicion.

In short, the situation does not leave a person feeling optimistic.