The big picture on Energy in 2023

After the American Century

Newspaper stories about energy tend to focus on particular countries, new technologies, or one energy sector at a time.  But what is the big picture?  Here are a few facts of the matter.

Is coal being phased out, since it is the very polluting compared to most other energy sources? In the world as a whole, coal consumption continued to rise until c. 2010. Since then it has been leveling off, but it has begun to rise again after the worst of the pandemic was over. Some countries are moving away from coal, notably the United States, but others are increasing their reliance on it, notably China. A bit more than half of all coal consumption takes place in China. For another generation, coal will still be a dominant fuel.

Is world energy use rising along with the increase in population?

These changes in coal use are not related to population growth in any simple way. US population is growing, but coal use there is not. In China, the population is not growing, due to the long enforced "one child per family" policy. But coal use is rising in China, at least in the short term. In other words, every country has a somewhat different resource base and situation. In general, as the standard of living increases, so does energy consumption. However, the most advanced forms of housing and transport break that rising curve. Well insulated buildings with solar panels make many new buildings self-sufficient.

Is the problem of energy one of supply? or perhaps the technologies we need are not yet commercially developed?

The biggest problem used to be that the technologies of extremely efficient energy production and use were too expensive. But in the last decade that has changed, and the biggest problem is the failure of politicians (and therefore of voters) to adopt the changes that are now possible. More than half of all the new cars sold in Norway are now electric vehicles. In contrast, equally rich and more densely populated Denmark is far behind Norway. If Denmark were an automobile producing nation, this might possibly make some sense, but it has no automobile factories at all. Unhappily, it is ill-informed and second-rate politicians who are holding Denmark back on this matter. One can see the same thing in the United States. where some states, notably California and Massachusetts, have energy policies that are excellent, while other states, notably those in the Old South, have terrible records on making the energy transition. I cannot say this strongly enough: today the problem is more social and political than it is technological. Don't believe it? Then consider that Costa Rica gets more than 95% of its electricity from solar, wind, hydo, and geothermal, while few of the other small central American countries come close to that statistic. 

How much energy is generated by wind power?

In 2021, for the first time solar and wind power supplied more than 10% of the world's power. But this general figure hides large disparities. The 10% figure is accurate for Japan or Argentina, but a few countries are far ahead of that level. Scotland generates more than 90% of its electricity from wind. Denmark also is a leader in windmill technologies, and it routinely supplies more than half its electrical needs using wind. On some windy days, windmills supply all of its electricity. Other emerging leaders in wind power include Portugal and Chile. China, the US, and Germany are investing heavily in this area, and they are the three nations with the biggest production, although these nations are still working to free themselves from fossil fuels.

Where is solar power being used the most?

The largest capacity in solar power can be found in China, whose capacity in 2019 was roughly that of the US, Germany, and Japan, combined.   The cost of solar has now fallen below the cost of burning coal, so it is only a failure of leadership and investment that keeps desert nations from cashing in on this opportunity. But consider that Saudi Arabia and other oil producing countries subsidize gasoline prices, making it cheaper to burn petroleum than to invest in solar power. Again, this is, at root, a political problem, not a technological one.

And what about oil?

In 2021 the US consumed more oil than any other country, about 20% of world demand. China was next with roughy 16%, India about 5%. Since the combined population of China and India is well over 2 billion, or roughly six times the population of the US, two things are obvious. One, the US must radically reduce its oil consumption if it is going to help stave off more global warming. Two, even assuming it does this, the enormous populations of China, India, and other Asian nations are going to keep demanding oil. It seems unlikely that the global consumption will fall very much, if at all, in the next ten years. Therefore, improvements in all the other energy sectors are going to be crucial to reducing pollution and cutting back on CO2 from other sources. 

Conclusion

The outlook is rather grim. Oil and coal are almost certain to remain the dominant sources of energy for the next decade. We have the technologies and the knowledge to replace them, but we have not yet shown enough political will to make the change. 

The Energy Transition from Gas to Electricity

American Illuminations: The Energy Transition from Gas to Electricity

After the American Century

In 1900 the city of Cincinnati sent a small group around to ten other cities to study their lighting systems. Cincinnati had an old gas system and wanted to upgrade it. It may seem strange to us today, but it was by no means obvious that they should choose electricity. Gas lighting had improved greatly in the 1890s, and when the Cincinnati committee got to St. Louis they were told that while electricity was popular with the citizens, it was rather expensive and was only used on a few streets. Elsewhere, St. Louis was going to use Welsbach gas mantles. The committee next went to Indianapolis, but its system was not cutting edge and left immediately for Chicago, where they heard that of course the city was converting everything to electricity. But in Milwaukee, they learned that gas was preferred.

And so it went. The choices were also more complex than just gas or electricity, for there were many different kinds of arc lights, some open, others enclosed, some using alternating current and others direct current. The committee also had the problem that they wanted to compare systems side by side, but they were hundreds of miles apart. How could they compare the electrical system in Pittsburgh with the gas system in St. Louis? They might see one city when the moon was shining and another when it was raining. The problem is much like that of a city buying a technical system today, and it is not always clear which system is the optimal choice.  

This is just one of many stories in American Illuminations which looks at how Americans developed the most brightly lighted cities in the world by the end of the nineteenth century. The larger story includes the spectacular displays at world's fairs, the development of "moonlight towers" and electric signs, the illumination of skyscrapers, the invention of the city skyline, the lighting of amusement parks, the city beautiful movement, and the many uses of electric lighting in parades and politics, particularly presidential inaugurations. 

Walter Benjamin once wrote that "overabundance of light produces multiple blindings." Read this book, and see if you agree.

https://mitpress.mit.edu/books/american-illuminations

Tenth anniversary of the 2003 North American Blackout.

After the American Century                                                                                                                                                        

The tenth anniversary of the 2003 Blackout passed a few days ago. Fortunately, such a large blackout has not occurred again inside the US, but this is no reason to feel sanguine about electricity supply. The blackout in 2003 was a cascading failure that started in Ohio, tripped by an overhead line touching a tree limb. It was a hot day, which meant that demand for air conditioning was also high, and that caused the high tension lines to heat up. When this happens, they sag down. Power companies know this, and well-run companies make sure that the area below the lines is kept clear. But trees and bushes keep growing, and when not kept in check they soon rise closer to the lines. 

In short, the time of the accident was hardly a surprise. August is late in the growing season, when trees have had months to intrude upward. A hot day in August is hottest in the middle afternoon, and this is when the lines sagged down and touched the trees. The cascading effects knocked out power for 50 million people in Ontario, Canada and the eastern United States. The old adage, "For want of a nail, the horseshoe was lost. For want of a shoe, the horse was lost. For want of a horse. . ." still applies.

Since 2003 the monitoring of the power system has improved, and power plant operators have a few seconds more to notice when a problem occurs. But remember that electricity moves at 186,000,000 miles per second. A breakdown in Ohio can cascade a long way in one second.

If you want to know more about this problem, including how blackouts relate to terrorism, the smart grid, and the future of energy use,  a New York Times article appeared in November the same year that this was posted, and I have also written a short book on the problem, When the Lights Went Out.

Historical Document, 1891: Horses Won’t Go Out of Fashion

Horse driven cotton gin

After the American Century

The following article appeared in the Rocky Mountain News on July 14, 1891, page 23. It declared the unnamed author's belief that horses would continue to be popular and numerous in the United States, regardless of the technological changes in the wind. In fact, the number of horses in the nation would continue to increase to an all-time high during World War I. So for at least a quarter century, the author of this piece proved correct.

Horses Won’t Go Out of Fashion

If any one is laboring under the delusion that horses are going to become curiosities when the trolley railroad people have grid-ironed the streets with electric wires, he will soon get rid of it. He will catch the fact that the horse is still appreciated as the pet, companion and pride of man, woman and child, even if he is to be relieved of the heavy labor of pulling streetcars. A similar change in the condition of horses occurred when the railroads took the place of turnpikes and engines superseded horses, but the census showed no diminution, but an increase in the number of horses sold, raised and owned. Rapid transit may be improved until the city or country man may go anywhere he wishes at a hundred miles an hour. The dry goods stores may deliver bundles by pneumatic tube express, and plowing and harrowing for a whole township be done by a central electric power plant with wires running to each farm – imagine any improvement or extension of motive power you will, but you can’t imagine the horse becoming effete and disused, so long as men’s blood runs red in their veins. In fact, the horse – the typical, average horse – will be vastly improved, a thing of beauty, power, grace and intelligence by his enfranchisement from coarser and heavier labors.  [reprinted from Horse and Stable, n.d.]

Notes about the technology of 1891

Streetcars were being rapidly adopted after Sprague's successful construction of a system in 1887 that worked well in hilly, Richmond, Virginia.

Pneumatic tube systems of moving mail and other small items were successfully being used in Paris, London, New York, and elsewhere.

Electric power stations had been around for a decade by 1891, although they were largely confined to larger cities and towns. Almost no one in 1891 had electricity in their home yet.

BRIC Nations Driving Global Warming

After the American Century

I recently spent two days at the University of Michigan, attending a conference dealing with sustainability and the US / China relationship. My brief was to deliver a plenary lecture on the history of US energy use, and what that history suggests about the future.

The background for this discussion is the major shift in the sources of pollution that has taken place during the previous five years. In c. 2006 the United States released more CO2 into the atmosphere than any other country. Since then the US has reduced its carbon footprint, and at the same time its total energy use has stopped growing. In contrast, China's economy has been growing at a rate of 9 or 10% every year, and its energy use has shot well beyond the US level. In fact, China alone released more CO2 last year than the United States, Germany, and the UK combined.

When one adds the CO2 from Brazil, Russia, and India, the other "BRIC" nations, the pollution balance shifts even more dramatically. These four emerging economies taken together are demanding more and more energy and they are satisfying this demand mostly through the older polluting technologies. Alternative energies receive lip service. Indeed, the many Chinese delegates to the meeting in Michigan kept repeating that the pollution was created to manufacture things for the West, and therefore the CO2 releases should not be counted against China. 

This is a curious argument. Chinese factories choose to be highly polluting of their own water and soil in order to keep prices down, a subject that was dealt with at the conference. These factories also choose to pay workers poorly in order to keep prices down, a topic that however was scarcely mentioned. Exploiting their own land, air, people, and energy resources in a short-sighted manner, the Chinese are making  a good deal of money. But the CO2 somehow, they think, is not their responsibility.

In contrast, almost all the large western economies have managed to reduce their CO2 levels in the last decade. One must admit that they start from an entirely different position. Per capita, Americans, Germans, and Brits all use far more energy than the average Chinese and enormously more than the average Indian. Starting from a position of excessive energy use, the West can cut back largely by adopting new technologies that are more efficient and less polluting. 

The overall trend is worrisome. The BRIC national economies are growing rapidly, and their CO2 emissions are keeping pace. This is not a sustainable situation. Nor is it a necessary situation.

I explained why in my lecture. Drawing on my  Consuming Power, I briefly summarized the previous American energy regimes from colonial times to the present: muscle power, water power, steam power, electrical power, gas and oil, and the never entirely realized nuclear regime. 

I then drew several conclusions. 

First, that the US has had little or no historical experience with shortages. Shifts in energy use were driven by consumer demands for more rather than the need to replace disappearing sources. 

Second, that since c. 1820 there have been new energy regimes roughly every 40 years. This strongly suggests that the shift to alternative energies will also take four decades, and that it will not entirely replace but rather supplement previous energy sources. 

Third, statistics show that since c. 1940 the largest growth in energy use in the US has been in the consumer sector. Industry has been much better at curbing its appetites. The good news is, that, based on studies of best practices - i.e. using existing technologies - the US could cut its total energy use by 50%. This would not entail any hardships or major changes in lifestyle. Rather, this would mean that per capita US energy use fell to the level of Germany or Denmark. The existing technologies include improved housing insulation and heat exchangers, already in use in Germany, that come close to eliminating the need for most domestic heating or cooling. Heat pumps, passive solar, solar panels, geothermal, burning waste, and wind power together provide a good mix of alternatives. Utilized together with pumped storage of hydro power, they eliminate the bogus argument raised by the oil, gas, and coal companies, who claim that alternative energies cannot provide energy around the clock, because the sun does not always shine and the wind does not always blow.

Fourth, half of the reduced US energy demand could be met though a mix of alternative energies, including far more than wind and solar power. Again, new technologies are not necessary. What we already have is sufficient to achieve this result. But note that the cost of solar power has been steadily falling, at a rate that economist Paul Krugman estimates to be 7% every year.

In other words, rather than set a goal of unchanged total use, of which 25% is to be alternative energy, I firmly believe that the US goal should be to reduce its energy consumption by half and satisfy the  remaining energy demand by using alternative energies. Moreover, the BRIC nations could do the same thing. Rather than adopt old-fashioned technologies, such as coal-fired electrical plants, they could move directly toward the sustainable goal. Their models should be Denmark and Germany. They should not measure themselves against the US, whose energy use is indefensible and unsustainable. Indeed, there is some evidence that the Chinese have begun to understand this more quickly than the US itself. Certainly China has moved to be a global leader in solar energy.

The fundamental problem of excessive energy use is not technological, but social and political.

Linking up with Turkey

After the American Century

I see in the news that Turkey is about to link its electrical system to Europe's, by way of Greece and Bulgaria. Such things are often regarded to be merely technical, but they are more than that. In the past such interconnections have anticipated closer political and economic ties. During the later years of the Cold War electrical links were established across the Iron Curtain years before the collapse of the Soviet system. 

Turkey is initially only joining the grid for a one year trial, but barring technical problems, one assumes it will then become permanent. Access to Turkey's hydroelectric power could provide greater balance in the grid as a whole. It could also make possible more pumped-storage projects, in which wind and solar energy are "stored"by pumping water up to a higher elevation, against the time when demand rises again, or the wind does not blow or sunshine is weak. Then the water is released and turns a turbine to make electricity that is far more valuable than the electricity from off-peak production that was used to store the water.

Norway and Holland have a pumped storage arrangement of this sort, which means that off-peak power production in Holland is stored as hydro power in Norway. They built an undersea cable to make the arrangement a direct connection. Such interconnections build trust between countries and create mutual advantages.

It is particularly significant that the old enemies, Greece and Turkey, are going to trust one another in this way. Ideally, both countries could eventually save huge sums if they stopped investing in military hardware to protect themselves from each other. The new link is also a small step toward resolving the Cyprus question.

It is not just an electrical connection, it is a move toward friendlier relations and an intelligent technical integration. Interestingly, the engineering and electrical work was done in good part by General Electric, so the profits and benefits are not limited to the Balkans and Turkey.