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(Sorry for the length here… this is actually my shortened version)
89% of climate change is because we took carbon that was permanently sequestered underground in the form of oil, gas, and coal and burned it for cheap energy. We need to stop that entirely but you can’t “just stop oil”, you need to remove the demand not try to disrupt the supply.
There are 4 broad strokes to making that happen:
Renewables are great and we need to build as much as we possibly can, but what people don’t get is the sheer quantity needed. No matter how much money is thrown at new renewables projects we simply can’t build enough of them fast enough due to bottlenecks in supply chains, raw material mining, grid interconnection times, and other limits.
New nuclear is the only other major option to speed up the transition away from fossil fuels. People resist it because of safety or waste concerns (neither are backed by data, nuclear is tied with solar for the safest tech, and it generates less radioactive waste than coal). Or they think nuclear has a big carbon footprint when you include the manufacturing and disposal (also not what the data says, nuclear is tied with wind for the lowest full lifecycle carbon emissions and is about half as much as solar). Or they argue renewables are cheaper which is at least mostly true, but it isn’t as clear cut either when you factor in the costs of connecting that many renewable power projects to the grid. Connecting one nuclear power plant to the grid is significantly cheaper than connecting the 100+ wind and solar farms needed for the same quantity of electricity. Not to mention the cost of storage.
We want to be building renewables, but we can’t wait around for renewables to save us that’s just not going to happen fast enough, our best option is building as many renewables as possible and a bunch of new nuclear and anything else carbon free at the same time.
But deciding what to electrify, when and in what order is complicated too…. adding to electricity demand before we’ve removed fossil fuel power generation from the grid, results in the scale-up of the fossil fuel generation to meet the increased demand. Until fossil fuels are gone from the electric grid, we should only electrify something if its efficiency is sufficient to still reduce emissions when we assume it’s powered by the most polluting form of electricity generation on the grid.
Battery electric vehicles have reached that point including factoring in the high-carbon footprint of lithium-ion manufacturing. Even if charged exclusively with coal power a BEV has lower lifetime emissions than an ICE car. Even discarding ICE cars before their end of life to replace with a BEV will generally be a net win.
Hydrogen fuel cell vehicles on the other hand (pretty much anything hydrogen-powered for that matter) aren’t even close. Using Hydrogen to power vehicles is not a tech we should be investing in right now.
Even if you’ve built a dedicated solar or wind farm to power something you want to electrify that hasn’t reached that efficiency threshold, you need to ask if it’s better to use that solar farm to displace current coal or natural gas-based electricity generation than to power your newly electrified whatever. This is why even so-called “green hydrogen” is a counter-productive tech to be investing in right now.
It’s also why some DAC and CCS techs shouldn’t be built yet. Even if you plan to build a dedicated solar or wind farm to power it. It’s often more impactful to just connect that solar/wind farm to the grid instead to reduce fossil fuel-based generation than to use it to power CCS. DAC and CCS is a rapidly developing space, we’re all hoping for some new breakthrough techs here that changes this story… so don’t criticize research in this area as a dead end… we don’t know that.
Hopefully, you’re starting to understand why so many of these discussions are more nuanced than people on Reddit/Lemmy claim…. a lot of new electrification technologies are just on the borderline here for not causing more emissions, and it often depends on where you live and what will be scaled up to meet the added electric demand.
All of this points back to why we need massive quantities of carbon-free electricity. Without clean electricity, these other techs aren’t a net win. Many things will cause a net increase in emissions if they’re electrified before carbon-free electricity is abundant. We need more new carbon-free electricity generation built in the next two decades than all the fossil fuel generation we’ve built in the last century put together. Even with ridiculously optimistic exponential growth projections of renewables, it is just not going to be enough. Until we’ve sequestered so much carbon that we’re back to pre-industrial levels, there will always be new techs that are “unlocked” by any additional carbon-free electricity generation.
Capitilizim’s tendency to push towards ever more consumption is the largest driver of the problem here. We can’t have circular economies if the only metric we’re looking at is the bottom line. Our modern mentalities of disposable products, planned obsolescence, fast fashion, and other things we’ve come to associate with a “high quality of life” in wealthy nations need to be re-evaluated.
The EU is starting to mandate carbon reporting, but the US and Canada are lagging in this area. The US SEC proposed last year making reporting mandatory for publicly traded companies but caved to a bunch of pushback from corporations. They did pass a mandatory reporting rule a couple of months ago, but with significant retractions on what needs to be reported and how soon. They dropped a provision that would have required companies to report on emissions they’re causing to occur in their supply chains (known as “Scope 3” emissions), which would have put significant pressure on smaller and non-publicly traded companies to also report on emissions.
Until the vast majority of corporations are tracking emissions, even the corporations that are trying to reduce emissions are limited in effectiveness because they are basing decisions only on how it impacts them directly and not what impact it might have elsewhere.
Anyhow… that’s the “big things”….
There are a lot of interesting little things that could be happening but aren’t, usually because they clash with a particular political ideology. For example, the government could pay contractors to go from house to house and upgrade the insulation, and it would have one of the best emission reductions for the dollar than almost anything we’ve quantified. But politically there’s a “It’s not fair to take money from my pocket to pay for someone else’s insulation” mentality that some people have that prevent many low-hanging fruit things..
And on the flip side, some of the things that we’re doing that generally aren’t working include:
Most carbon offsets on the market are bullshit, including a lot of nature-based offsets. The mentality of “don’t reduce just offset” emissions doesn’t work. I’m not saying there isn’t a place for offsets, there is, but the carbon offset market in general is full of bad actors. It’s trivially easy to misrepresent creative accounting as a carbon offset, even if it’s not intentional. And since there’s no tangible product delivered, some companies will sell the same carbon offset to multiple buyers. If you don’t believe me, I have ~~a bridge~~ carbon offsets to sell you.
Another thing that isn’t working is most (if not all) RECs, GOs and similar market-based instruments for purchasing “green electricity” from the grid. You’re not changing the net emissions, you are literally just paying for the privilege of claiming your electricity consumption isn’t generating emissions. You’re not making more renewable get built, renewables are already cost-effective, they don’t need someone voluntarily paying extra for them for them to happen. If you pay extra for them, you’re just increasing someone’s profits.
Note that RECs and GOs are not the same things as private PPAs, like when Amazon or Microsoft pay to build new nuclear to power their data centres. Again lots of nuances here, but PPAs are causing additional carbon-free electricity to be built. RECs and GOs where you’re selling renewables that have already been built aren’t changing anything, just upping profit margins.
Thank you for writing that up! Much appreciated.