Guelph divests

The Guelph University board of governors committed to divest from fossil fuels on Wednesday, after a sub-committee of their finance committee concluded that doing so was compatible with fiduciary duty and that a divested portfolio would have performed as well or better in the past. I was a guest on the board’s call, and it was remarkable to hear administrators making they key legal and financial arguments in favour of divestment. It shows how at least some administrators have internalized some of the central arguments of the divestment movement.

This follows divestment by Laval, Concordia, and UBC.

Net zero climate targets

In the lead-up to the Canadian federal election in October, Justin Trudeau’s Liberals promised legally binding targets for Canada to be at net zero emissions by 2050. Specifically, they promised:

  • “We will set legally-binding, five-year milestones, based on the advice of the experts and consultations with Canadians, to reach net-zero emissions by 2050”
  • “We will exceed Canada’s 2030 emissions goal”

Ignoring for now how we’re not on track for the 2030 target, let’s consider what “net zero” means. Essentially, the idea is that through a combination of emission reductions, carbon offsets, and negative emissions through CO2 removal (through air capture or bio-energy with carbon capture) Canada will no longer produce a net positive contribution to the accumulation of greenhouse gases including CO2 into the atmosphere.

The most credible way to reach net zero is to actually end fossil fuel production, import, and use. That we could call “true zero” and it would be a better kind of target for ambitious organizations. It would be focusing because of the long-lived character of infrastructure. If the University of Toronto, for instance, was to be true zero by 2050 then it would need to stop putting natural gas boilers into new buildings wherever they would be expected to run past that date. Similarly, they would need to stop buying gasoline-powered vehicles and everything else that depends on fossil fuels for energy, and do so early enough for everything they operate to be replaced with a climate-safe alternative before the deadline. This is a much more radical and demanding idea. When I promoted a “true zero” promise as a plank in the new “Beyond Divestment” campaign at U of T, which was planning to offer the administration the same easy escape of net zero by hoping to fund reductions elsewhere and hoping for carbon removal at scale, the idea was rejected by the campaign organizers as too demanding and incompatible with pledges being made elsewhere.

The reason to promise “net zero” instead — as a country or a university — is in the optimistic case a sincere belief that offsets and negative emissions can be meaningful and significant. In what’s perhaps a more plausible case, it’s a way of avoiding the politically intolerable suggestion that we’re actually going to stop using fossil fuels to combat climate change. That avoids antagonizing the industry and its supporters, while placating those who may not be paying much attention with the belief that this is equivalent to true decarbonization. It is telling that fossil fuel corporations also like net zero targets, since they allow the current leadership to continue with expanding production and emissions while leaving the problem for someone else to fix later. That position is delusional because every year of delay in starting with true decarbonization makes it far harder to stabilize at any temperature limit while raising the cost of doing so by requiring the projects we built to be shut down before the end of their economic lifespans and increasing how quickly emissions must be cut when we finally get serious.

In the case of the Canadian promise, it seems like another manifestation of Trudeau’s determination to promise action to protect the climate in the long term as a way to legitimize and justify actions that worsen the problem while they actually hold power. While in office, you approve major new fossil fuel infrastructure projects, while saying with no authority to do so that future governments will counteract those choices. This proposition doesn’t even make sense in the short term because of that long-lived infrastructure problem. No oil pipeline, LNG facility, or bitumen sands mine that is built in 2020 is intended to be shut down before 2050. And so, today’s pro-fossil expansion policies directly and immediately contradict the net zero target. It’s another sense in which we have been drawn toward shadow solutions by our unwillingness to take the actions really required to stabilize the climate. It’s a sign of how little Canadians understand the problem, and how much they choose to believe what they prefer over what is supported by evidence, that many have accepted such promises as evidence of commitment and seriousness on the issue.

Sanders is out

Bernie Sanders has withdrawn from the US Democratic primary process, leaving Joe Biden as the presumptive nominee. I personally find the support for Sanders in the climate movement hard to understand and frustrating, as I can’t see what he has done that convinces them that he would lead effectively on climate change. Rather, it has seemed clear as state after state voted that Sanders’ political revolution was never going to happen. He wasn’t really part of the Democratic party and didn’t really have their support, and nor did he have the support of any influential constituency in America (progressives obviously don’t count as influential, in part because of their love for no-hopers like Sanders).

Hopefully a great majority of Americans will have the clarity of thought to see that virtually anyone is better than Trump, and vote accordingly in November.

Cycles in environmental policy

Scientists alert people to the problem. Environmentalists are the first to believe them. Corporations that are implicated as contributing to the problem either deny the threat or balk at the cost of addressing it, fearful of government red tape and loss of profits. Eventually, enough public concern prompts politicians to act. They respond with tougher standards, and on rare occasions with policies that change prices. The standards force technological change. The threat is diminished. Afterwards, almost no one can say what technologies and what policies were involved. But if asked, they admit they didn’t change their behaviour.

Jaccard, Mark. The Citizen’s Guide to Climate Success: Overcoming Myths that Hinder Progress. Cambridge University Press, 2000. p. 155

Potential leadership in fossil fuel communities

Fossil fuel-endowed regions would benefit if some of their trusted leaders questioned the prudence of doubling-down on coal, oil, and even natural gas. Such visionaries would argue that fossil fuel expansion increases the region’s economic vulnerability to the future time when humanity finally accelerates on the decarbonization path. Unfortunately, such regions tend to produce political and corporate leaders who perpetuate the myth that they can thrive indefinitely on the fossil fuel path, simply by repelling attacks from environmentalists, foreign billionaires, Hollywood celebrities, and neighbouring jurisdictions. That is why, sadly, sudden economic decline is the more likely future for the most fossil fuel-dependent regions.

Jaccard, Mark. The Citizen’s Guide to Climate Success: Overcoming Myths that Hinder Progress. Cambridge University Press, 2020. p. 244

Robots in agriculture

The Economist recently printed an article describing experimentation in the use of robots for agriculture, which included some interesting claims about potential environmental benefits:

The company will offer its robots as a service. Tom will live in a kennel on the farm, where it will download data for the farmer and recharge. Dick and Harry will be delivered to farms as and when they are needed, much as farmers already bring in contractors. This business model, reckons Mr Scott-Robinson, will demonstrate to farmers that the cost of using agribots will be competitive with other weed-control measures and provide additional benefits, such as being chemical-free.

When chemicals are required on crops, both tractor-towed systems and agribots could apply microdoses to the individual plants that require them, rather than spraying an entire field. Some trials have suggested microdosing could reduce the amount of herbicide being sprayed on a crop by 90% or more. basf, a German chemical giant, is working with Bosch, a German engineering firm, on a spraying system that identifies plants and then applies herbicides in just such a targeted way.

That’s certainly attractive compared to indiscriminate spraying of whole fields, though there will surely be downsides to such automation as well. Few people work in agriculture in rich societies already, but such technologies could affect the relationship between capital and labour nonetheless, and much more so in places where farming is less automated already.

Jason Kenney and the end of oil

Don Braid is reporting on recent comments from Alberta premier Jason Kenney, presumably uttered in the hope of bolstering the chances the Trudeau cabinet will approve the Teck Frontier mine:

“Over the next decades as we go through the energy transition, we all know that there will be a continued demand for crude,” he told a panel at Washington’s Wilson Center last Friday.

Kenney added: “It is preferable that the last barrel in that transition period comes from a stable, reliable liberal democracy with among the highest environmental, human-rights and labour standards on earth.”

Energy transition. Last barrel. Transition period. Six not-so-little words we’ve never heard clearly from Kenney before.

“I have a firm grasp of the obvious,” Kenney said in a later interview. “There is no reasonable person that can deny that in the decades to come we will see a gradual shift from hydrocarbon-based energy to other forms of energy.”

There is still a lot to criticize, of course, and Canadian oil is far less positive from an environmental and human rights stance than industry boosters admit.

Still, there is cause to see these comments as significant. Even for a politician that defines their political programme in terms of support to the oil and gas industry it has become necessary to acknowledge that there is a limit to total permissible global production because of climate change, even if Kenney talks about it here in the impersonal and indirect language of a ‘change in demand’.

Kenney is setting out the logic of the bitumen industry’s downfall here, even though he is trying to do the opposite. Once you accept that oil production can’t continue forever or until all reserves are exhausted, and then you start deciding which oil to produce or not produce on economic and environmental grounds, unless you have motivated reasoning and a set conclusion all along, few people are going to conclude that it makes sense for that oil to come from the bitumen sands.

Carbon capture options

Because the alternative is deep and rapid emissions cuts which countries are unwilling to implement, the IPCC now assumes that stabilizing the climate will involve heavy use of negative emission technologies: “between 100bn and 1trn tonnes of CO2 to be removed from the atmosphere by the end of the century if the Paris goals were to be reached; the median value was 730bn tonnes–that is, more than ten years of global emissions.”

There are numerous possible options. CO2 could be separated from flue gasses from power plants, compressed, and injected underground. If those power plants burn biomass which recently took CO2 out of the atmosphere, that could help draw down the stock of carbon in the atmosphere. That approach is called bioenergy with carbon capture and storage or BECCS. It’s also possible to separate CO2 directly from the air and bury it (direct capture). It’s also worth bearing in mind that sometimes CO2 is injected underground to push up oil to be sold (enhanced oil recovery or EOR). In that case, it likely creates more emissions than it avoids since the same volume of oil is pushed out and then likely burned in a vehicle where it cannot be captured.

All this may be highly questionable as a climate change solution and, indeed, the main push for CCS is from corporations and states that don’t want to give up fossil fuel production. The notion the technology will eventually exist at scale helps justify today’s fossil fuel burning, even though right now we’re buying about 40 million tonnes of CO2 while emitting 43.1 billion tonnes. Burying any substantial fraction of global CO2 emissions would mean compressing and burying many times the total quantity of oil we take out of the ground — with everything that implies about costs, deployment times, and capital requirements — and this whole infrastructure would require energy to run instead of producing it, either requiring us to deploy yet-more climate-safe energy to build and power the equipment or putting us in the self-defeating position of burning more fossil fuels to generate energy to bury the CO2 from the fossil fuels we already burned.

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