The feasibility of meeting the 2 C warming limit

Dave Roberts of Vox recently posted an article about the climate problem titled “The awful truth about climate change no one wants to admit”, the point of which he summarizes as “barring miracles, humanity is in for some awful shit.”  This conclusion is true even if we manage to keep warming to 2C or below, but even more true if we don’t.

In support of this point of view, Roberts cites analysis showing the increasing difficulty of meeting the 2 C warming limit with every year of delay.  This phenomenon is well known to people who understand the warming limit framing, but it can’t be repeated enough.  Delay makes solving the problem more costly and difficult, a fact that is summarized in the graph below.

image

Source:  Robbie Andrew

Unfortunately, this article falls prey to a particularly common pitfall, that of assuming that we can accurately assess feasibility decades hence.  This mistake is particularly problematic for assessments of political feasibility, because political reality can be remade literally overnight by pivotal events.

Here’s how I summarized the problem in Cold Cash, Cool Climate:  Science-based Advice for Ecological Entrepreneurs:

Analysts always impose their ideas of what is possible on which policies and technologies are analyzed, but as I’ll argue in the next chapter, with few exceptions it is very difficult to predict years in advance what is feasible and what isn’t.    People also usually underestimate the rate and scope of change that can occur with determined effort, and this bias is reinforced by the use of models that ignore important effects (like increasing returns to scale and other sources of path dependence), and include rigidities that don’t exist in the real economy (like assuming that individual and institutional decision making will be just like that in the past, even in a future that is drastically different).[1]   For all these reasons, it is a mistake to rely too heavily on models of economic systems to constrain our thinking about the future.  

And it is not just the creators of complex economic models who fall prey to this pitfall.  Rob Socolow, one of the pioneers of the wedges method, was quoted in an article looking back on the contribution of his efforts as saying “I said hundreds of times the world should be very pleased with itself if the amount of emissions was the same in 50 years as it is today.”[2]  Now I’m a big fan of Rob, we’ve been colleagues for years, and I have great admiration for what the wedges papers contributed to advancing the climate debate. But this statement has always rubbed me the wrong way, and I finally figured out why:  it imposes his informal judgment about what is feasible on the analysis of the problem, and as I discuss in the next chapter, that is almost impossible to determine in advance.

Feasibility depends on context, and on what we are willing to pay to minimize risks.  What if there’s a big climate-related disaster and we finally decide that it’s a real emergency (like World War II)?  In that case we’d make every effort to fix the problem, and what would be possible then is far beyond what we could imagine today. It is therefore a mistake for analysts to impose an informal feasibility judgment when considering a problem like this one, and instead we should aim for what we think is the best outcome from a risk minimization perspective, and if we don’t quite get there, then we’ll have to deal with the consequences.  But if we aim too low, we might miss possibilities that we’d otherwise be able to capture.

Judging feasibility without careful analysis really is a distraction–people obsessed with what is possible politically or practically kill innovative thinking because they miss the many degrees of freedom that we have to shape the future.  They take the system as it is for granted, and we just can’t do that anymore.

An archetypal example is the discussion about integrating intermittent renewable power generation (like wind generation or solar photovoltaics) into the grid.  In the old days the grizzled utility guys would say things like “maybe you can have a few percent of those resources on the grid, but above that you’ll destabilize the system”.  Now we know that’s nonsense, and the “conventional wisdom percentage” of what’s allowable has crept up over the years, but it always reflected a static (and incomplete) view of what the system could handle.  Over time, we can even change the system to use smaller gas-fired power plants that respond more rapidly to changes in loads, install better grid controls, institute variable pricing using smart meters, use weather forecasting, and create better software for anticipating grid problems.  All of those things together should allow us to handle much more intermittency than what a conventional utility operator might think is feasible.  And as we become smarter about energy storage, things will get easier still.[3]

The same lesson applies to any attempts to envision a vastly different energy system than the one we have today.  We need to take off our feasibility blinders and shoot for the lowest emissions systems we can create.  That doesn’t mean we can ignore real constraints, but we do need to throw off the illusory ones that are an artifact of our limited foresight. And if we don’t quite make it, that’s life, but at least it won’t be for lack of trying.

Context matters, and what seems infeasible today based on judgments about political will can become feasible tomorrow.  Who would have thought, for example, that Chinese coal use could drop 7.4% in a year? Happily, that’s just what happened in April 2015.  Who would have thought that the US auto industry could retool from making millions of cars per year to building war machines in 6 months? Yet that’s what happened soon after the US entered World War II.  In both cases, what seemed impossible looking forward became possible when people put their minds to it (and policy makers pushed for big changes)

I would rephrase Roberts’ summary to say “we can avoid some awful shit if we just get our act together, and the only thing standing in the way is our willingness to face the reality of the climate problem.”  Whether we can meet the 2 C warming limit is something that cannot be accurately predicted in advance, it can only be determined by making the attempt.  Modeling exercises can be useful, but it is only by trying to reduce emissions that we can determine what is possible.

Our choices today affect our options tomorrow.  If we choose wisely, we can still avoid the worst consequences of climate change, but we must choose.  We are out of time, and the time for choice is now.

References

[1] Koomey, Jonathan. 2002. "From My Perspective: Avoiding "The Big Mistake” in Forecasting Technology Adoption.“  Technological Forecasting and Social Change.  vol. 69, no. 5. June. pp. 511-518.

[2] Struck, Doug. 2011. "Climate Scientist Fears His ‘Wedges’ Made It Seem Too Easy.” In National Geographic. May 17. [Read online at http://news.nationalgeographic.com/news/energy/2011/05/110517-global-warming-scientist-concern/]

[3] See the recently commissioned Gemasolar plant in Spain for one way to address the storage issue, using molten salt heat storage [http://www.nrel.gov/csp/solarpaces/project_detail.cfm/projectID=40].  There are many other ways, some based on long proven technologies (like pumped storage, flywheels, compressed air, or batteries) and others that are more exotic, like molten salts.

NY Times on smart homes

image

Steve Lohr of the NY Times wrote a nice article about smart homes that will appear in tomorrow’s NY Times business section (April 23, 2015).  The issue for residential efficiency efforts like this is that the savings are often small in absolute terms, and transaction costs can be high.  In the aggregate, however, savings from millions of homes can add up fast.

My own view is that the biggest benefits from such technologies will be in making the grid more flexible and resilient, rather than yielding major energy savings for consumers.  Here’s my quote in the article, surrounded by two other paragraphs, for context:

But the larger benefit of the new home technology may be beyond the home, as it contributes to the ecosystem of energy efficiency. Add up many household energy-saving steps at the right time, and peak loads for utilities are reduced, requiring less power generation. The cleanest, cheapest imaginable power plant is the one that is never built.
“If you can shift the load for a few hours on a summer day, that is a big deal to the utility company,” said Jonathan Koomey, a research fellow at the Steyer-Taylor Center for Energy Policy and Finance at Stanford University. “That’s where the big saving (sic) is going to be.”
Utilities across the country recognize the potential. Many are beginning to offer reward programs for households using their smart thermostats to curb energy use during peak hours and sometimes rebates for the purchase of Internet-connected thermostats from Nest, Honeywell, Ecobee and others.

Read more…

See also our 2013 article in the Annual Review of Environment and Resources titled “Smart Everything”.

“The stone age didn’t end because we ran out of stones, and the oil age won’t end because we run out of oil”

Sheik Yamani once famously said “the stone age didn’t end because we ran out of stones, and the oil age won’t end because we run out of oil”.

Reed Landberg, writing for Bloomberg, describes the key trends that will lead to the end of the oil age, sooner than we thought even a few years ago.  Demand growth in the US has disappeared, efficiency of vehicles is up, and new technologies (particularly electric vehicles and fuel cell vehicles) are building momentum quickly.  The most important graph from this article is the one I reproduced above, which shows cost reductions in solar photovoltaic modules and lithium ion battery packs.  Costs for both technologies are coming down at a furious pace (down more than 20% for each doubling of cumulative production).  If the growth in demand for these technologies proceeds at anywhere near the recent historical pace, those learning rates should allow for significant further cost reductions, a virtuous cycle in which everyone except for the oil companies wins.

Read more…

New Nature Climate Change article on recent progress in electric vehicle batteries

One of the biggest issues affecting the viability of electric vehicles is the cost of battery storage.  A new article in Nature Climate Change explores the recent data on the cost of batteries, finding an average rate of decline of about 8% per year since 2006 and a learning rate (the percentage decline in per unit cost per doubling of cumulative production capacity) of between 6 and 9%.  With production of such batteries growing rapidly, the decline in costs per unit in the next few years should be substantial.

For comparison, the learning rate for solar photovoltaics has been about 20% for several decades, and the cost per watt of solar panels fell by about two thirds from 2008 to 2013.

I’ve reproduced Figure 1 from the article above.  There is always a lot of uncertainty with such data, because so much of it is proprietary, but this article does a good job of trying to make those data comparable.

Read more…

Our article, “Efficiency's brief reprieve:  Moore's Law slowdown hits performance more than energy efficiency”, is in IEEE Spectrum this month

I and Sam Naffziger of Advanced Micro Devices just published a short article in IEEE Spectrum’s April 2015 issue, which happens to be the Moore’s law 50th anniversary issue.

Here are the first couple of paragraphs:


The graph posted above summarizes the main story, which is that peak output efficiency, which doubled every 2.7 years after 2000, is expected to continue on that pace through 2020, based on the AMD processor roadmap.  The metric we call “typical-use efficiency”, on the other hand, which takes account of ever lower standby power modes, should see a faster rate of improvement.  From 2008 to 2020 the rate of change in typical-use efficiency (according to AMD data)  will result in about a doubling of efficiency every 1.5 years, which is similar to that for peak output efficiency in the half century preceding the year 2000.

We’ll have a longer version with more graphs and explanation posted soon.

Read more…

MIT short course on “Sustainability:  Principles and Practice” is being offered July 27-31, 2015

image

A colleague of mine at MIT, Noelle Eckley Selin, along with some of her other colleagues, will be offering a 4 day short course on Sustainability:  Principles and Practice on July 27-31, 2015.

Here’s the course overview:

This course will introduce participants to the goals, principles, and practical applications of sustainability from science/engineering, policy, and business perspectives. Many organizations, companies, and institutions are increasingly interested in conducting their activities while becoming more sensitive to environmental, social, and other concerns over a longer-term future. Sustainability has many definitions and includes environmental, social, and economic dimensions. In this course, we will examine the major environmental issues and trends happening in modern society from a scientific and practical perspective, including energy and resource use, pollution, climate change, water, and population. Conceptual definitions of sustainability will be introduced and discussed and sustainability plans from organizations and institutions will be examined and critiqued. The course presents practical skills for participants in the area of integrating sustainability into business practices, operations, policies, and research and development through a day of dedicated case studies. The course emphasizes sustainability in all its dimensions, including all “three E’s” of environment, economics, and equity. New research will be presented by faculty working in the area of sustainability science and engineering at MIT.

The class looks like a great intensive introduction to the application of sustainability in business.  Check it out!

A wonderful speech that calls out the incongruity of the oil industry’s position on climate

image

In perusing this recent post on Skeptical Science, I found a link to a terrific speech by a former UK diplomat (John Ashton) about the oil industry’s position on climate change.  He is responding to a speech by Shell CEO Ben van Burden, and it’s really worth a read.

Here are a few key paragraphs:

The summary that accompanies the published text of your speech also catches the eye.
It anticipates an “energy transition”. But it foresees no change “in the longer term” in the drivers of supply and demand for oil. And it urges the industry to “make its voice heard” at the COP21 climate conference. This would add “realism and practicality” to a conversation from which, by implication, these attributes are currently lacking.
In other words, the energy transition to come will be an unusual kind of transition. It will have no structural consequences for the energy system itself, or at least for the markets on which your business model depends.
Read more…

It has been clear for awhile that the fossil fuel industry (and many policy makers) don’t seem to understand the implications of the 2 C warming limit for their businesses and policies.  We can’t burn it all, but the industry is making plans as if they can.  Eventually (sooner rather than later) reality will intrude, and trillions of dollars of fossil fuel assets will be stranded.  Don’t say we didn’t warn you.

Energy efficiency is disrupting the traditional electric utility business model in the US

image

Here is a must read data analysis from my friends at CO2 Scorecard for those interested in what’s happening in the US utility industry.  Electricity demand growth has slowed to zero in the past half decade, which is the culmination of long term trends associated with the implementation of efficiency policies, shifting production to less energy intensive industries, off shoring of some manufacturing, and other factors.  The implication is that utility profits, which traditionally depend on growing electricity use, will not be rising anytime soon.

Here’s the summary:

We have reached a tipping point in America’s power sector. An industry that has sustained itself on Americans’ growing power demands has suddenly seen demand drop. This is making it difficult for US power utilities, under their current model, to turn a profit. What’s more, this is not a new trend. Using a time-series filter, an analysis of forty years of monthly end-use electricity data exposes a twenty-five year trend during which energy efficiency has steadily chipped away at the total electricity use in the US.
This would signal a pending contraction of the power generation sector, but seasonal, cyclical fluctuations are making it impossible for power providers to scale back. Increasingly warm summers in the US, combined with a demographic shift towards warmer states, have caused demand for electricity to actually increase during peak seasons.
The two diverging long-term patterns—falling electricity use and the increasing peak load—create a perfect storm for the finances of utility companies. While warmer summers require utilities to maintain generation capacity, warmer winters and energy efficiency starkly reduce demand the rest of the year, cutting into utility companies’ cash flow and bottom line.
This may be good news for consumers who watch their electricity bills drop, but it’s a real problem for power companies. If trends persist, they will be forced to increase the price of electricity to cover costs. But increased price will only strengthen the incentives for more electricity conservation and boost the demand for rooftop solar with net metering.
We see this action-and-reaction as a disruptive force that could trigger radical reform of the power sector’s obsolete business model.

Read more…

John Holdren’s keynote talk on climate change at the Carnegie Endowment,  March 10, 2015

image

Me and John Holdren, March 10, 2015 (I should have fixed my tie!)

The professor who had the most influence on me as a graduate student at UC Berkeley (after my main thesis advisors Art Rosenfeld and Tony Fisher) was John P. Holdren, who now heads up the President’s Office of Science and Technology Policy (OSTP).   In 2008, he was good enough to write the forward to the 2nd edition of my book Turning Numbers into Knowledge, which you can download here.

John graciously accepted an invitation from me and Jessica Matthews at Carnegie to keynote the VIP dinner that occurred on March 10, 2015, the night before we unveiled the Oil Climate Index. John’s summary of the climate problem and key policy implications is second to none, and I wanted to share his talk.  It will be posted to the OSTP and Carnegie web sites soon, but since I can move a bit faster, I posted it below.

Download a PDF of the slides for this talk.

Carnegie’s Oil Climate Index, unveiled yesterday in DC

My coauthors and I just released the initial report about our Oil Climate Index (OCI), which estimates using public data and open source models the total lifecycle greenhouse gas (GHG) emissions from different oils.  Where the oil is discovered, how it is extracted, how it is transported, and how it is refined all make a huge difference in total GHG emissions.  In our initial set of 30 oils, we found that the highest emissions oil had 80% higher emissions than the lowest emissions oil.

That difference is big enough to matter, and that means investors and oil companies can affect their greenhouse gas emissions by the choices they make.

Here are the key “next steps” that emerged from the report:




The second phase of the OCI, which will be finished this summer (2015), will result in an additional 20 oils being added to the analysis, for a total of 50 oils from all over the world.

Here’s the full reference:

Gordon, Deborah, Adam Brandt, Joule Bergeson, and Jonathan Koomey. 2015. Know Your Oil:  Creating a Global Oil-Climate Index. Washington, DC: Carnegie Endowment for International Peace.  March 11. [http://goo.gl/Jly9Op]

The Tech Nation Interview on my book Cold Cash, Cool Climate from 2012

image

I spoke with Tech Nation host Moira Gunn about my book Cold Cash, Cool Climate:  Science-based Advice for Ecological Entrepreneurs back in May 2012, and have finally gotten access to the recording so I can post it (it’s accessible via a Creative Commons license, but I had difficulties linking to it on the Tech Nation web site).  I was very happy with the interview, in which I explained why I think the climate problem is big, urgent and misunderstood, and why entrepreneurs are key to solving the problem.  At about 29 minutes in I talk about the Clean Web movement and why it’s a great example of entrepreneurial innovation.   Moira is great at drawing out key themes in complex technical topics, and I had a lot of fun chatting with her.

Listen to the 2012 interview here.

Online class, starting September 14th, 2015: Management essentials for transforming enterprise IT

Cern datacenter

Photo credit: By Hugovanmeijeren (Own work) [GFDL or CC-BY-SA-3.0-2.5-2.0-1.0], via Wikimedia Commons

Update:  This class was originally scheduled for March 9th, 2015, but we haven’t met our student signup goals, so we’re postponing the class to Sept 14th 2015, and revisiting our marketing strategy. Please email me with any questions.

I’ve been struggling for years to convince executives in large enterprises to fix the incentive, reporting, and other structural problems in data centers.  The folks in the data center know that there are issues (like having separate budgets for IT and facilities) but fixing those problems is “above their pay grade”.  That’s why we’ve been studying the clever things eBay has done to change their organization to take maximal advantage of IT, as summarized in this case study from Fall 2013:

eBay: A Case Study of Organizational Change Underlying Technical Infrastructure Optimization

That’s also why I’ve worked with Heatspring to develop the following course, which I’ll be giving for the 2nd time (with a slightly modified title) starting next week:

Upcoming online class (March 9 to May 1, 2015)–Management essentials for transforming enterprise IT.

Here’s the course description:



I’m excited about this class, but need more signups.  Please spread the word by alerting upper level management in the company where you work.  You can use this shortened link to the course page for convenience: http://goo.gl/K4kJG2

Climate academic probed by Congress falsely charges colleagues with Conflict of Interest

Some colleagues and I wrote an article that appeared on the Huffington Post yesterday, responding to unfounded charges by one of the scientists from whom Congress has requested more information about his funding.

The short summary:  Don’t impugn the integrity of other researchers when you haven’t done your homework, and don’t say things that aren’t true.

Here’s the intro paragraph:

Roger J. Pielke, Jr.

Read more…

Addendum:  I’ve just learned that Professor Pielke has apparently retired from the world of Climate Policy, on the same day that our response was posted.  The timing is no doubt a coincidence, but it may mean that we won’t hear back from him about our request.  Someone posted a link to our response on his final blog posting.  We’ll see if he responds.

Our new oil-climate index will be released in Washington, DC on March 11, 2015

Oil is changing. Tight shale oil, oil sands, heavy oils, ultra-deep oils, depleting oils, oil shale, and an expanding array of hydrocarbons are vying for market share. Consumers may not notice the transformation—aside from recent price fluctuations, little appears to have changed at the gas pump. But behind-the-scenes, the oils themselves, how they are extracted and processed, and the products into which they are made, are shifting in substantial ways.

These changes raise important questions: What are the characteristics and properties of these oils? How do they compare to one another in terms of their climate impacts?

The Carnegie Endowment for International Peace, Stanford University, and the University of Calgary have developed the first-of-its-kind Oil-Climate Index, modeling these complex interactions. These open source data and models will shape how consumers, investors, industries, NGOs, and policymakers approach current and future oil production, refining, and consumption.

I worked on this project with my colleagues Deborah Gordon (Carnegie Endowment for International Peace), Joule Bergerson (University of Calgary), and Adam Brandt (Stanford University).

Here are the details on the upcoming event:

Oil-Climate Index Release Event




You can get more details at this link.  Let me know if you’d like to attend!

New data on ocean warming: it keeps getting hotter

John Abraham has a summary post on the Guardian website describing the recent data on ocean temperatures, and it’s a doozy.  Here’s the graph of ocean heat content since before 1960, and it shows substantial increases since 1990.

About 90% of recent warming is stored in the oceans, so this result is consistent with the well established scientific fact that the earth has warmed substantially in recent decades.

Abraham sums it all up nicely:

So when we look back on 2014 and the records that fell, it gives us some pause about the so-called pause (hat-tip to Dr. Greg Laden for that phrase). Some people tried to tell us global warming had “paused”, that it ended in 1998, or that the past 15 years or so had not seen a change in the energy of the Earth. This ocean warming data is the clearest nail in that coffin. There never was a pause to global warming, there never was a halt, and the folks that tried to tell you there was were, well, I’ll let you decide. For me, the facts speak for themselves.

Indeed they do!

Blog Archive
Jonathan Koomey

Koomey researches, writes, and lectures about climate solutions, critical thinking skills, and the environmental effects of information technology.

Partial Client List

  • AMD
  • Dupont
  • eBay
  • Global Business Network
  • Hewlett Packard
  • IBM
  • Intel
  • Microsoft
  • Procter & Gamble
  • Rocky Mountain Institute
  • Samsung
  • Sony
  • Sun Microsystems
  • The Uptime Institute