Tuesday, January 30, 2024



The Impossible Energy “Transition”

After two weeks of negotiation, the United Nations climate conference in Dubai agreed last week to “transition away” from fossil fuels.

The question is how much damage these policies will do before they’re abandoned.

Left unanswered is whether governments are supposed to do that by reducing supply, reducing demand or both. A lot rides on the answer, but neither would affect the climate much.

In the demand-side scenario, technology saves the day with cost-competitive renewables. This is the vision of the International Energy Agency, according to which the more rapid the transition from fossil fuels, the more precipitous the decline in fossil-fuel prices. In its “Net Zero Emissions” scenario, oil demand drops faster than supply this decade, pushing oil prices below $30 a barrel soon after 2030, which corresponds to $1-a-gallon gasoline.

Yet even with fossil-fuel prices near historic highs, effective renewable substitutes are nowhere near cost-competitive. They’d have to get cheaper still to compete with $30-a-barrel oil. And in developed countries, especially the U.S., it’s impossible to get permits quickly enough for the staggering amount of renewable capacity that would be needed.

In the supply-side approach, governments would slash oil production or impose rationing, hoping to make fossil fuels so expensive that renewables are the only option. This is the dark vision of “Stop Oil” and Greta Thunberg. But as long as renewable substitutes aren’t immediately available and oil and gas remain necessary, a small reduction in supply causes prices to soar. That means windfall profits for energy companies, scarcity for everyone else, and electoral danger for the governments responsible. Ms. Thunberg claims that climate change is a “death sentence” for the poor, but the poor are far more vulnerable to disruptions in energy supply. In the 1970s, an oil boycott aimed at the U.S. caused famines in Africa.

While the stop-oil view was popular at Dubai, there were enough adults in the room to keep the conference from committing to it. “There is no science out there, or no scenario out there, that says that the phaseout of fossil fuel is what’s going to achieve 1.5 C” (the Paris Agreement’s proposed limit on 21st-century temperature increases), said conference president Ahmed al Jaber, “unless you want to take the world back into caves.” Saudi Energy Minister Abdulaziz bin Salman dared countries to try to choke off the oil supply: “Let them do that themselves. And we will see how much they can deliver.”

Poor countries are clear-eyed about the danger of energy poverty. “We are not going to compromise with the availability of power for growth,” said India’s minister for power, R.K. Singh. China has more coal plants under construction than are in operation in the U.S. Few rich countries have announced plans to stop drilling for oil or gas, and none of those are major producers. Even President Biden ran away from increasing the gasoline tax as soon as prices went above $3 a gallon in the summer of 2021.

The administration’s answer to this conundrum is to defer political consequences via the regulatory state. The Environmental Protection Agency has proposed to require that all coal and natural-gas plants shut down or adopt unproven zero-carbon technologies by 2038. Another EPA proposal would require 62% of all cars sold in America to be fully electric by 2032.

Assuming they survive court challenges and future administrations, they would impose soaring prices and reduced mobility on Americans. They would have almost no impact on global temperatures unless other countries, including China and India, also commit to energy poverty. The question is how much damage these policies will do before they’re abandoned.

**************************************************

Mann v Steyn

Dr. Michael E. Mann is a well-known climate activist. E.g., he was the person who invented the hockey-stick climate graph — which intentionally conveys alarmism.

Mark Steyn is a conservative, outspoken public speaker, writer, TV personality, etc. who has a keen interest in public policies, from COVID to climate.

About 12 years ago, Mark added some comments to an internet post written by someone else. His observations drew a parallel between Jerry Sandusky (the disgraced Penn State football coach), and Mann (also a Penn State employee). Both Mann and Sandusky were investigated by Penn State’s administration in what Steyn characterized as a cover-up. Steyn also described Mann’s famous hockey stick temperature chart as fraudulent.

My understanding is that Mann subsequently told Steyn to retract his comments. However, Steyn refused, saying that what he wrote was accurate. Mann then said that he would sue Steyn if he didn’t retract, and Steyn said be my guest. This began the saga.

There are at least four fascinating aspects of this lawsuit:

1 - Mann’s contention is that this case is primarily about Science.

2 - Steyn’s position is that this is a trial primarily about Free Speech.

3 - Steyn is acting as his own lawyer (i.e. pro se), which is highly unusual.

4 - The case took 12 years to be heard, which seems to violate due process.

I could easily expand on any of those four issues, but for the sake of simplicity, I’ll focus on just the Science element.

Mann’s contention about Science is interesting, and (for multiple reasons) seems to be a very weak argument. E.g., it’s fascinating to note that, despite this being a high-profile case about a topic of paramount interest (climate change), it appears that not a single Science organization formally stepped forward to side with Mann! (See here.)

Also very interesting is that (earlier) the Judge denied Mann’s request for certain experts (some of his climate alarmist buds) to testify on his behalf. What is extremely fascinating is the Judge’s reason:

“Applying Rule 702 of the Federal Rules of Evidence, and the Daubert standard for scientific evidence, Judge Irving concluded that most of the proffered expert testimony was inadmissible because the experts failed to identify the methodology they used in reaching their conclusions about the contested statements… The methodologies of the expert must be grounded in the Scientific Method, such that another person with similar expertise could replicate them (Daubert 509 US at 591).”

That the Judge is looking for evidence that the Scientific Method is used in the alarmist’s climate arguments is extraordinarily significant, for at least two reasons: 1) alarmists contend that the Scientific Method is not applicable for assessing the validity of climate change claims, as climate is “too complicated,” and 2) as I have explained in earlier commentaries (e.g., here), progressives have specifically attacked the Scientific Method, so that it is no longer taught in almost any K-12 US schools (thanks to the acceptance of the progressive NGSS by some 49 states).

My unsolicited advice is for Steyn to take on Mann about Science. Starting with the definition of Science (“Science is a process”), to what is the main process (the Scientific Method). It’s a major asset that it already appears that the Judge is aware of, and is favorably disposed to, the Scientific Method.

The Scientific Method can be traced back some 4000 years (e.g., here and here) — and was heavily relied on by essentially every notable scientist in history (Newton, Curie, Einstein, etc.). That progressives are trying to now throw it in the trash should indeed be vigorously challenged — and this seems like a superior venue.

Steyn should also make it clear that what Mann calls science is really political science. I can not overstate the significance of this distinction. We are inundated with activist scientists who arbitrarily discard the standards of real Science (the process), and substitute their own. Their rationale for this abrogation is the end justifies the means. This is relevant in this trial, as that appears to be exactly what Mann did with the hockey stick graph. (See this excellent detailed discussion about Mann’s graph.)

Mann and Greta Thunberg are birds of a feather. The most relevant difference is that Mann has significantly more academic credentials. He should know better as to what Science is, what the Scientific Method is, what Critical Thinking is, etc. What that translates to is that considering Mann’s dissipations, the sin is greater for him.

If Steyn plays his cards right, he has a superior opportunity to expose Mann’s turpitudes. Ideally, that in turn, could bring about a penitential response by Mann, to begin to make amends for the horrific influence his actions have had on the world, and on genuine Science.

The takeaway here is that Steyn is an odds-on favorite to win this case, based on the merits of either (or both) Science and Free Speech, plus the fact that the judge seems inclined to be serious about this, rather than play politics.

********************************************

UK: Does the Climate Change Committee understand the energy storage problem?

Andrew Montford

Yesterday, I reported that four national institutions – the Climate Change Committee (CCC), the National Infrastructure Commission, National Grid, and the Royal Society – have got their energy system modelling wrong and have thus underestimated the cost of Net Zero.

Last night, the CCC’s Chief Executive, Chris Stark put out a long Twitter thread addressing these issues. But while it’s dressed up as a rebuttal, it’s nothing of the sort. In fact, it’s a masterpiece of bureaucratic obfuscation.

Recall firstly that this blew up when the Sunday Telegraph reported Sir Christopher Llewellyn Smith’s criticisms of the CCC’s energy system modelling: they had failed to look at the possibility of back-to-back low wind years. This meant that they underestimated the amount of hydrogen storage the system would need, and thus the costs involved.

There are 24 tweets in Stark’s thread. On number 10, we get this:

We could certainly look further at a sequence of years. We are hoping we can do this in later work.

Clearly then, Stark accepts Sir Christopher’s central point. He would have had to, of course, because he had already done so in correspondence with the Sunday Telegraph’s Ed Malnick, who reported in his article:

…in response to further questions from this newspaper, the [CCC] admitted that its original recommendations in 2019 about the feasibility of meeting the 2050 net zero target, were also based on just one year’s worth of weather data.

And since the CCC had the underlying modelling for the 2019 Net Zero report dragged out of them under FOI, we can see in the model itself that only one year’s worth of data is analysed!

But while Stark has to accept the point, in true bureaucratic fashion, he dresses it up so that it appears to be a rebuttal:

quote tweeting someone saying that the Royal Society’s criticisms are misleading

calling the Sunday Telegraph piece “nasty” (it isn’t) but not linking to it

multiple tweets describing the (incorrect) modelling that they did

claiming to have made a strong rebuttal.

saying “there’s nothing ‘right or wrong’ here.

calling it a “silly story”

etcetera.

Stark introduces a 2023 report, for which he says they looked at five different years of weather data, so he is once again accepting Llewellyn Smith’s central criticism, namely that they haven’t looked at back to back low wind years and will thus have got the costs wrong.

He also says:

we modelled two sensitivities looking specifically at the impact of low-wind periods (‘wind droughts’) up to 30 days. An understanding of these extremes is essential to system design (although its impact on the overall net zero transition shouldn’t be exaggerated).

This appears to betray an alarming misunderstanding of the issue. A period of a few weeks with little or no renewable generation (usually referred to as a “dunkelflaute”) is a secondary problem. Dunkelflautes are typically a couple of weeks long, but even one lasting 30 days would only reduce annual output by 10% or so. In simple terms, it would mean that we would need 10% of annual demand in the store at the start of the year.*

I use the term wind “drought” to refer to years in which wind is low over the whole year. In 2021, for example, annual wind output was down 20% or more. To get through a year like that, we’d need 20% of demand in the store. To survive back-to-back wind drought years, we’d need to store 40% of demand (and to have a commensurately larger generation fleet so that we can quickly refill it). Thus the costs will be grossly understated.

That Stark appears not to understand this, even after Llewellyn Smith has explained it to him, should be a cause for concern.

It may be, of course, that bringing dunkelflautes into the thread is just part of his efforts to obfuscate his admission of failure, but we need to be clear. So, does Chris Stark accept that back-to-back wind droughts mean more storage, more generation equipment and higher costs, or doesn’t he?

We need to know.

*********************************************

Australian conservative leader commits to defunding Environmental Defenders Office under next government

The Coalition will strip funding from the Environmental Defenders Office (EDO) if it wins the next federal election, Opposition Leader Peter Dutton has promised.

The EDO is an environmental legal centre that runs litigation and offers legal support in climate change and environment cases.

Federal funding to the non-government organisation was cut by former prime minister Tony Abbott in 2013 but reinstated by the Albanese government when it came into power.

The government committed to providing $8.2 million to the EDO over four years, with the rest of its revenue received from state and territory governments or philanthropy.

But the EDO has recently worn criticism for its conduct in court. Federal Justice Natalie Charlesworth ruled the group had confected evidence and coached witnesses in its legal challenge of a Santos gas project in the Timor Sea.

In the wake of that case, Mr Dutton vowed to revive the Abbott-era cuts if the Coalition won government.

"They have obviously been discredited in a recent federal court case but the federal government has had nothing to say about it," Mr Dutton told resources groups in West Australia this morning.

"The same activists are now seeking to use the courts to thwart Woodside's $16.5 billion Scarborough offshore gas field project here in WA.

"It does stymie existing projects and it does stop new endeavours from taking off. "We think it needs to be defunded."

Mr Dutton's commitment follows a pledge by the LNP in Queensland to pull state funding for the EDO if it wins the next election, and calls from former WA Liberal premier Colin Barnett for the group to be abolished altogether.

On Tuesday, EDO chief executive David Morris wrote to supporters acknowledging the court had been critical of "some aspects of the handling of the case", and said the office was treating that with the utmost seriousness.

"We are reviewing the judgement carefully but as the matter remains before the court, we are limited in making further comment," Mr Morris wrote.

"While this decision was devastating for EDO's clients and deeply disappointing for EDO and supporters like you, our determination to continue providing public interest legal services to communities across the continent is unwavering.

"We provide these services in circumstances where, were it not for EDO, access to environmental justice in Australia would be seriously diminished."

******************************************************

My other blogs. Main ones below

http://dissectleft.blogspot.com (DISSECTING LEFTISM )

http://edwatch.blogspot.com (EDUCATION WATCH)

http://pcwatch.blogspot.com (POLITICAL CORRECTNESS WATCH)

http://australian-politics.blogspot.com (AUSTRALIAN POLITICS)

http://snorphty.blogspot.com/ (TONGUE-TIED)

http://jonjayray.com/blogall.html More blogs

*****************************************

No comments: