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Blowout Week 240

Blowout Week 240

Finally we have an article from a respected academic institution that highlights the prohibitive costs of going renewable with Li-ion battery storage backup. This article has received minimal publicity on the web, so here we give it a little more by making it our feature story. Then on to OPEC; the oil tanker crisis; Kuwait fracks in Canada; Azerbaijan gas; Rio Tinto exits coal; Russia fuels its offshore nuclear plant; Moorside nuclear in doubt; blackouts in South Africa; Australia’s National Energy Guarantee; peaking plants in Europe; an “alarming collapse” in UK renewable investment; 5,000 UK churches go renewable and how heatwaves increase deaths in UK but decrease them in Spain.

MIT Technology Review: The $2.5 trillion reason we can’t rely on batteries to clean up the grid

The Clean Air Task Force recently found that reaching the 80 percent mark for renewables in California would mean massive amounts of surplus generation during the summer months, requiring 9.6 million megawatt-hours of energy storage. Achieving 100 percent would require 36.3 million. The state currently has 150,000 megawatt-hours of energy storage in total, mainly pumped hydroelectric storage with a small share of batteries.

Building the level of renewable generation and storage necessary to reach the state’s goals would drive up costs exponentially, from $49 per megawatt-hour of generation at 50 percent to $1,612 at 100 percent. And that’s assuming lithium-ion batteries will cost roughly a third what they do now. Similarly, a study earlier this year in Energy & Environmental Science found that meeting 80 percent of US electricity demand with wind and solar would require either a nationwide high-speed transmission system, which can balance renewable generation over hundreds of miles, or 12 hours of electricity storage for the whole system. At current prices, a battery storage system of that size would cost more than $2.5 trillion.

…click on the above link to read the rest of the article…

California’s progress, or lack thereof, in cutting its emissions

California’s progress, or lack thereof, in cutting its emissions

The California Air Resources Board (CARB) recently published its 2018 inventory of greenhouse gas (GHG) emissions, according to which the state achieved its goal of cutting GHG emissions below 1990 levels in 2016, four years in advance of the 2020 target date*. Gov. Jerry Brown claims that this proves that the state’s anti-carbon laws and regulations are “succeeding”, but are they really? Here we take a brief look at CARB’s data, concluding a) that success has not yet been achieved and b) that California’s long-term emissions targets remain as elusive as ever.

* There is no certainty that California’s 2016 emissions (429 million tons) were in fact lower than its 1990 emissions. (431 million tons). With estimation errors in the 2-5% range a 0.5% difference is not diagnostic.

A few points to note before proceeding:

The graphics and data used in this post are from CARB’s 2018 inventory report unless otherwise specified.

CARB’s emissions include all greenhouse gases from all sources, not just CO2 from fossil-fuel burning. Gases such as methane, Nox, fluorocarbons etc. are converted into CO2 equivalents on the basis of their “global warming potential”.

CARB’s electricity sector emissions cover the entire state. Previous posts on California have used only data from the three major utilities that make up the California Independent System Operator (CAISO), which between them account for about 75% of California’s electricity transmission.

First a brief history of California’s GHG emissions-reduction legislation. The bill that established the 1990-by-2020 GHG target (AB 32) was passed in 2006. Then in 2017 AB 398 set a new target of a GHG reduction of at least 40% below 1990 levels by 2030, and in April of this year an executive order established a longer-term target of 80% below 1990 levels by 2050. (California is now considering another bill – SB100 – that reportedly calls for 100% renewable electricity by 2045, but more about this later).

…click on the above link to read the rest of the article…

The National Infrastructure Commission’s plan for a renewable UK

The National Infrastructure Commission’s plan for a renewable UK

The National Infrastructure Commission (NIC) was launched by then-chancellor George Osborne in October 2015 to “think dispassionately and independently about Britain’s long-term infrastructure needs in areas like transport, energy, communication, flood defence and the like.” Well, the NIC has now thought dispassionately and independently about energy and has concluded that the UK can meet its 2050 decarbonization goals with either a mostly nuclear or mostly renewable generation mix, but that “wind and solar could deliver the same generating capacity as nuclear for the same price, and would be a better choice because there was less risk”. Here we take a brief look at this renewables-beats-nuclear option to see whether it might work.


The NIC study was brought to my attention in a comment by correspondent Ed T in Blowout Week 236, so a hat tip to Ed T. The data available to me consisted of the NIC report, NIC’s Power Point presentation, the source of most of the data I use, and a summary article from the Guardian. The power sector modeling work was performed by Aurora Energy Research (Aurora).

The NIC “aims to be the UK’s most credible, forward-thinking and influential voice on infrastructure policy and strategy, producing reports and analysis of the highest quality, written in plain English, independent of government and all vested interests, and making clear recommendations based on rigorous evidence; and developing an evidence base which sets a gold standard in its quality and breadth.” Its conclusions are summarized in the Guardian article:

Government advisers have told ministers to back only a single new nuclear power station after Hinkley Point C in the next few years, because renewable energy sources could prove a safer investment. Sir John Armitt, the NIC’s chairman, said: He argued that wind and solar could deliver the same generating capacity as nuclear for the same price, and would be a better choice because there was less risk.

…click on the above link to read the rest of the article…

Energy and Man part 2

Energy and Man part 2

Part 1 of the essay is here.

Origins of Usable Energy on Earth

All to often it is erroneously assumed that all of the energy on Earth is derived from the Sun. In fact, a significant portion is derived from the supernova precursor to our solar system.

All of the heavy elements on Earth, including uranium and thorium, were created in that supernova which is, therefore, the parent of all nuclear power. Natural radioactivity, mainly from the decay of uranium and potassium isotopes, also gives rise to the heat within the Earth, the source of geothermal energy. This heat engine also drives plate tectonics, without which we would have no mountains or hydroelectric power.

Figure 4 The Sun and the supernova precursor to our solar system combined provide most if not all the energy available on Earth that is used by Mankind and other animals and plants.

Tidal energy is derived from the rotation of Earth on its axis and the orbits of the Earth-Moon and Earth-Moon-Sun systems. This angular momentum is also inherited from the condensation of matter from the Supernova. The periodicity of supernova energy flows is more regular and predictable than solar energy flows that are controlled by haphazard weather and in this regard tidal flows are much superior.

Solar energy comes in two main flavours, 1) fossil energy stores comprising the organic remnants of ancient plants and animals that have become concentrated into ore grade deposits by geological processes – coal, oil and natural gas, and 2) renewable energy flows – wind, wave and solar power. Hydroelectric power, the Rolls Royce of renewable energy, is unique in that land forms created by plate tectonics provide the stores (reservoirs) at elevation providing the gravitational potential energy to convert rain water to electricity.

Energy Stores and Energy Flows

…click on the above link to read the rest of the article…

RIP the Swansea Bay Tidal Lagoon

RIP the Swansea Bay Tidal Lagoon

As expected, the £1.3 billion Swansea Bay tidal lagoon project was finally rejected by the UK government a few days ago. The question, however, is not why the project was rejected, but how it got this far in the first place. As reviewer Charles Hendry saidafter the announcement; “a decision not to back the world’s first tidal power lagoon could have been made 18 months ago”. It could in fact have been made a lot earlier than that.


Energy Matters’ first review of the Swansea Bay tidal lagoon project was published over three years ago in May 2015, and was discussed further in later posts here and here. The results of the 2015 review confirmed that Swansea Bay was a non-starter, partly because of its high cost (£168/MWh strike price compared to £92.50 for Hinkley C), partly because the ebb-flow generation being considered would create four power spikes a day with no generation in between, which would pose insurmountable problems for the grid if enough tidal lagoons were constructed, and partly because of invalid claims made by the project’s developer Tidal Lagoon Power PLC (TLP) that combining output from different sites would result in baseload generation, which it would not.

So why was the project still being actively pursued? As David Cameron put it during his 2015 visit to Swansea:

From the moment I heard about the (Swansea Bay Tidal Lagoon) project I have always been personally very keen on really examining it because it seems to me it has real transformational potential for Swansea — there’s obviously the energy side of it, the clean, green energy, but also the recreational transformation and economic transformation. I am excited by projects that can really transform.

And as Charles Hendry said in his January 2017 project review:

…click on the above link to read the rest of the article…

The BP 2018 Statistical Review, electricity and CO2 emissions

The BP 2018 Statistical Review, electricity and CO2 emissions

The just-issued 2018 BP Statistical Review contains a number of variables that were not available in previous reports, in particular electricity generation from oil, gas and coal since 1985. Combining these variables with BP’s nuclear, hydro and renewables generation numbers and with BP’s CO2 emissions data reveals the following:

• The world has made no progress towards decarbonizing its electricity sector over the last 32 years. In 1985 it generated 35% of its electricity from low-carbon sources (hydro, nuclear, renewables). In 2017 it generated 34%. Mostly this is a result of rapid emissions growth in China.

  • Of the country groups considered only the EU28 has made any significant progress towards decarbonization (from 59% low-carbon generation in 1985 to 44% in 2017). EU28 emissions, however, make up only a small fraction of total global emissions.
  • In 2017 electricity generation accounted for probably less than a third of total global greenhouse gas emissions, which include CO2, methane, NOx etc. Targeting electricity sector emissions while ignoring emissions from other sectors is therefore pointless.

Electricity generation

BP’s generation data are summarized on the following four Figures, each of which contains a graph showing total generation by source followed by a graph showing the percentage contribution of each source to the generation mix between 1985, when the BP data begin, and 2017.

Figure 1 shows global electricity generation. The first graph shows global electricity generation growing by an average of about 3% annually since 1985, although the rate of increase has slowed marginally (to about 2.4% annually) since 2010. Of particular interest is the fact that increased generation from renewables (solar, wind, bio) has been sufficient to cover only about half of the increase in world electricity demand over the last ten years or so. The most remarkable thing about the second graph is the absence of any significant change.

…click on the above link to read the rest of the article…

The Beast From The East, coal, gas and the UK

The Beast From The East, coal, gas and the UK

In late February 2018 high pressure over the North Atlantic and low pressure over the Mediterranean combined to generate a strong easterly airflow that brought Siberian temperatures to Western Europe, increasing heating demand to the point where there was a shortage of natural gas. The outcome was an increase in UK coal generation, partly because coal briefly became cheaper than gas as a source of electricity generation but mostly because the UK did not have enough gas in storage to fill both home heating and electricity generation needs. The UK, however, plans to shut down all its coal plants by 2025, and in this post I speculate as to what might have happened if they had all been shut down in 2018. The conclusion is that the UK would not have been able to cover peak load deficits during much of the cold period owing to inadequate gas supplies and installed gas capacity.

This post was prompted by the Drax Electric Insights Quarterly linked to by correspondent Ed T in Blowout Week 231. I had not come across this report before, but it provides a good summary of UK quarterly activity and I have plagiarized it where appropriate.

Figure 1 shows UK generation by source over the period between February 1 and March 31 2018, covering the Beast From the East cold periods. The generation data are five-minute Gridwatch values averaged into hourly intervals and the temperature data are daily means from the Met Office Central England temperature site:

Figure 1: UK hourly generation by source and mean daily Central England temperatures, February 1 to March 31 2018

Imports are plotted at the bottom because this is the only way I have found of displaying negative values (exports) on a stacked bar chart. Together with nuclear and biomass they provided reasonably stable baseload generation.

…click on the above link to read the rest of the article…

How much of the world’s energy is supplied by renewables?

How much of the world’s energy is supplied by renewables?

BP and the International Energy Agency (IEA) measure the contribution of renewables to the global energy mix in terms of primary energy consumed while the World Bank estimates it in terms of final energy consumed. All three give different results, with BP estimating a total renewables contribution of 9.5% in 2015 compared to IEA’s 13.7% and the World Bank’s 18.1%. The BP/IEA differences become larger when contributions are segregated by source (BP estimates almost three times as much energy from hydro as as IEA and IEA estimates four times as much energy from “other renewables” as BP). This post documents these discrepancies while making no attempt to say who is right and who is wrong – that would have to be the subject of another post. But it does raise the question of whether we really know how large a contribution renewables are making to the world’s energy mix.

The BP and IEA “primary energy” estimates

It’s important to establish exactly what primary energy is before proceeding. Fortunately there is general agreement on how to define it:

OECD: Primary energy consumption refers to the direct use at the source, or supply to users without transformation, of crude energy, that is, energy that has not been subjected to any conversion or transformation process.

United Nations: Primary energy should be used to designate energy from sources that involve only extraction or capture

Wikipedia: Primary energy is an energy form found in nature that has not been subjected to any human engineered conversion or transformation process. It is energy contained in raw fuels, and other forms of energy received as input to a system.

…click on the above link to read the rest of the article…

The Aberdeen Bay Offshore Wind Farm

The Aberdeen Bay Offshore Wind Farm

After about 15 years in planning, the long awaited and largely hated Aberdeen Bay wind farm has taken shape in recent weeks. I seem to recall early reports saying that the turbines, located on the horizon, would be barely visible from shore. Well that was a lie. The huge towers completely dominate the once unspoiled and beautiful scenery of Balmedie Beach. Those who see this as environmental protection have sick minds. And President Trump, who owns a golf course not far away, and who fought this project in the courts, is going to be mighty angry.

Vital Statistics

The wind farm comprises 11 * 8.4 MW Vestas 164 turbines giving a total installed capacity of 93.2 MW. Here is how Vattenfall, the operator, describe the scheme using the all too familiar venacular of renewables ideology:

  • Annually produce 312 GWh.
  • Have an installed capacity of 93.2MW
  • Annually displace 134,128 tonnes of CO2
  • Remove the equivalent of 736,817 cars from UK roads throughout its lifetime
  • Produce enough electricity every year to meet the equivalent annual demand of 79,209 homes
  • Generate more than the equivalent of 70% of Aberdeen’s domestic electricity demand and 23% of Aberdeen’s total demand
  • Annually invest £150,000 to a Community Benefit Scheme

312 GWh per annum translates to a capacity factor of ~38%. Even although England, Denmark and Germany have vastly bigger offshore wind industries, owing to their favourably shallower water, this facility offshore Aberdeen has been christened the European Offshore Wind Deployment Centre (EOWDC). €3 million has been allocated to fund research into the environmental impact. There seems to be hope among local politicians and the press that this windfarm is somehow going to transform Aberdeen’s ailing economy that is still reeling from the 2014 oil price crash. Allow me to pour some cold water on this hope.

…click on the above link to read the rest of the article…

The Geological Society of London’s Statement on Climate Change

The Geological Society of London’s Statement on Climate Change

A group of geologists have drawn my attention to the 2010/2013 Geological Society of London‘s statement on climate change and asked if I could arrange an on-line discussion about it. The lead author of the statements is Dr Colin Summerhayes who has participated as guest blogger and commenter on Energy Matters before. And so I asked if I could reproduce the statements on these pages and invite informed commentary. This modus operandi was approved by Dr Summerhayes’ co-authors and the committee of the Geological Society of London.

Main sources:

Climate change: evidence from the geological record
A statement from the Geological Society of London November 2010

An addendum to the Statement on Climate Change: Evidence from the Geological Record
December 2013

The addendum is arranged such that some sections are unchanged from the original. For other sections additional information is provided, but this is not merged with the original content. Its is therefore not possible to read a single updated report. What I have provided below is the full text of the original 2010 statement which is ~ 3000 words long and a copy of the 2013 Addendum summary. Those who want to read the full addendum should simply use the link provided above.

The Discussion in comments

What I am soliciting in primary comments is informed opinion driven mainly by what data tells us, backed up by references to data sources. Primary comments may also take the form of questions.

What I am not going to permit is social commentary and chit chat. Comments will be strictly moderated.

What I am aiming for is to assemble information in one place that either supports or refutes the position of The Geological Society.

…click on the above link to read the rest of the article…

Jerry Brown: 3 Billion Will Die from Global Warming

Jerry Brown: 3 Billion Will Die from Global Warming

On April 17, 2018, California Governor Jerry Brown delivered a speech at the National Press Club in Washington DC. A day later the headline that forms the title of this post appeared in Google News. I’ve been unable to find out exactly how many views Google News gets, but it’s probably in the billions/year range, and this headline is sufficiently eye-catching that even viewers who just skim through the articles can hardly miss it. Three billion global warming deaths is, however, a lot, and the question is where Gov. Brown got this number from. It turns out to be a recent World Health Organization report that cites 3 billion as the number of people potentially affected by “household air pollution from inefficient cooking practices“. How Gov. Brown translated this into 3 billion global warming deaths isn’t clear, but if you sincerely believe that climate change will destroy civilization the important thing is to get the message across. The facts are secondary.

In the interests of fairness we must first consider what Gov. Brown actually said in his speech. According to CNS News and other sources it was this: “The prospect is 3 billion people on this planet will be subject to fatal lethal heat events.” A heat event that is both fatal and lethal can be guaranteed to kill the people who are subjected to it, but this is not quite as catchy a headline as 3 billion will die. So Gov. Brown got some help from the media in delivering his message.

Second, the World Health Organization has consistently projected that climate change deaths will be far lower than Gov. Brown claims. WHO estimates (probably overestimates, but that’s a separates issue) only the health impacts of climate change, but these include the impacts of drought (malnutrition etc), and the impacts of floods are generally included in a separate category.

…click on the above link to read the rest of the article…

The Cook Islands go solar

The Cook Islands go solar

Like a number of other remote island communities, The Cook Islands have decided to get rid of expensive diesel power and go to 100% solar within the next few years. To do this they are constructing solar arrays backed up with small amounts of Li-ion battery storage which they believe will overcome the solar intermittency problem. Once again, however, the planners have failed to recognize the prohibitive amounts of battery storage that will be required, and their plans are doomed to fail as a result. The only approach that has any chance of succeeding is to minimize storage requirements by installing far more solar capacity than is needed to meet demand (“overgeneration”), but this approach has problems of its own. (Inset- Rarotonga, the largest and most populous of the Cook Islands).

The Cook Islands consist of 15 widely-separated islands, some inhabited, some not, located 3,000-4000 km northeast of New Zealand and divided into northern and southern groups (see map below). The Islands’ economic exclusion zone covers 1.8 million sq km but the islands themselves only 236 sq km:

According to the UN the population of the Cook Islands was 17,389 in 2017 and according to the World Bank its nominal GDP in 2016 was $US 311 million, giving it a per capita GDP of around $17,900, about the same as Slovakia. The unit of currency is the New Zealand dollar (The Cook Islands are self-governing but Cook Islanders have New Zealand citizenship). Tourism is the main industry.

The Cook Islands are effectively 100% grid-connected, with generation coming dominantly from 6.5MW of diesel plants (photo below). An unspecified amount of solar PV has also been installed, with the largest single installation being the 0.96 MW plant at the Rarotonga airport. Annual electricity consumption was 30.0 GWh in 2013 and peak load in 2011 was 4.83 MW. Because of the cost of imported diesel, however, electricity rates exceed those in either Denmark or South Australia.

…click on the above link to read the rest of the article…

The efficiency of US shale oil drilling and production

The efficiency of US shale oil drilling and production

In my recent Oil Production Vital Statistics post, commenter rjsigmund posted a link to this EIA update on shale oil production efficiency which in my opinion contains some astonishing data on how the industry has drilled better and better wells, year on year, for a decade. US production is heading higher. At the same time turbulence has gripped the global oil market sending Brent above $77 / barrel as fresh sanctions loom for Iran and Venezuelan production continues to free fall.

What is shale oil?

First a very brief update on what we mean by shale oil and how it is produced. Oil and gas is formed in the Earth’s crust when organic rich source rocks become deeply buried (>3000 m depth), heated (>100˚C) and squeezed. Some of this oil escapes from the source rock and migrates upwards where some of it is trapped in porous sandstones or limestones. This conventional oil or gas was accessed for decades using vertical or sub-vertical wells (Figure 1) and would flow freely to surface under its own buoyancy pressure.

In “shale oil” (also known as light tight oil – LTO), it is the low permeability source rocks themselves that are the drilling target. Oil does not flow freely for these rocks and requires the assistance of hydraulic fracturing (fracking). The default operational mode is to drill a long horizontal well, fracture it and pump it full of proppant (normally sand) that keeps the fractures open allowing the oil or gas to flow out (Figure 1). The main shale oil and gas basins of the USA are shown in Figure 2.

Figure 1 Cartoon showing conventional gas being accessed by a vertical well and shale gas being accessed by a sub-horizontal well.

…click on the above link to read the rest of the article…

Blowout Week 228

Blowout Week 228

The big news this week is Trump’s re-imposition of sanctions on Iran, which will cut Iran’s oil production to the point where, combined with cratering oil production from Venezuela, it could cause another oil price spike. We follow with our usual mix – more on Iran, Venezuela and OPEC; oil in Norway; gas pipeline constraints in Europe; Japan moves to coal; British Columbia misses its renewables target; stalemate at the Bonn Climate Conference; California to mandate rooftop solar on new houses; Tesla’s 1GW battery; hydrogen storage in UK; the Swansea Bay tidal standoff; more cracks at Hunterston and how the ravages of climate change threaten historical records.

Reuters: Sanctions spell the end of OPEC output deal

President Donald Trump’s decision to withdraw from the nuclear agreement with Iran marks the end of the current output agreement between OPEC and its allies.

The prospective removal of several hundred thousand barrels per day of Iranian exports from the market will require a major adjustment. Saudi Arabia and its close allies Abu Dhabi and Kuwait hold almost all the spare capacity that could respond quickly to a reduction in Iranian exports. U.S. shale producers could also increase their output but it would take time and their light crude is not a good substitute for heavier Iranian oil. Russian firms may also hold spare capacity and could certainly increase output over a 12-month horizon. Their crude is a close equivalent to Iranian grades.

CNN: Oil prices could hit $100 a barrel next year

Collapsing oil production in Venezuela and potential export disruptions in Iran could push the price of Brent crude as high as $100 per barrel in 2019. Bank of America analysts said their target price for Brent, the global benchmark, was $90 for the second quarter of next year. But they warned there was a risk that deteriorating conditions in Iran would push prices to $100, a level not seen since 2014.

…click on the above link to read the rest of the article…

A review of recent solar & wind auction prices

A review of recent solar & wind auction prices

Recent renewable energy auctions in a number of countries have been won by record low solar and wind bids – proof, according to some media sources, that wind and solar are already cheaper than fossil fuels. This post addresses the question of whether these low bids are realistic and concludes that they probably aren’t. But a detailed assessment of why they aren’t – and why wind and solar auction bids vary so much from country to country – is beyond the scope of a single blog post. Correspondents who can supply country-specific details on these questions are encouraged to provide them.

In recent years auctions have become the vehicle of choice for governments seeking to expand their renewable energy sectors. Instead of setting up generous subsidy schemes and leaving development up to the market, auctions allow governments to specify how much new renewable capacity they want, when they want it by, and in some cases even the time of day over which the power is to be delivered. Auctions, in short, allow governments to plan their transition to renewables in accordance with the targets they have set – always assuming, of course, that they are capable of developing plans that keep the lights on.

The auctions are also often described as being “capacity-neutral”, meaning that bidders can bid coal- or gas- fired power if they want to. As a practical matter, however, wind and/or solar almost always win because of their zero fuel cost and because the costs of matching the intermittent generation from these sources to demand are ignored.

We begin with some historical perspective. Figure 1 shows average wind and solar bid prices between 2010 and 2016, before the most recent round of auctions (data from the International Renewable Energy Association (IRENA):

…click on the above link to read the rest of the article…

Olduvai IV: Courage
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Olduvai II: Exodus
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