Thursday, November 6, 2014

Can the IPCC synthesis report generate support?

For those of you who did not see it, the United Nations’ Intergovernmental Panel on Climate Change (IPCC) released its latest “Synthesis Report,” a new report that said that the time is now for action to correct the environmental issues that the global economies currently face.  It was their strongest admonition and one in which they said is already “irreversible” – and if policymakers don’t act, a dangerous 2 degrees Celsius warming threshold will be breached.  In the last several months, I have taken four massive open online courses (MOOC) by renown professors at top-notch universities (see below), each of the courses have echoed the same message, but more subtly. 

Our Energy Future, Prof. Stephen Mayfield et al., University of California, San Diego;
Fundamentals of Global Energy Business, Prof. Michael J. Orlando, University of Colorado, Boulder;
Wheels of Metals: Urban Mining for a Circular Economy, Prof. Ester van der Voet et al., Universiteit Leiden and;
The Age of Sustainable Development, Prof. Jeffrey Sachs, Columbia University.

What is interesting about the messages from a collective perspective, is that they can be traced back to the IPCC reports.  They messages are derived from the sharing of data; whether it is carbon dioxide emissions by OECD countries relative to developing countries; carbon footprints on a per capita basis; energy use, data produced by both the U.S. Energy Information Administration (EIA) and the International Energy Agency (IEA); and recycling.  What was even more interesting was the same uses of terms and phrases of these threads throughout the video lectures, which were watched by tens of thousands of students from many countries.  For instance, The Our Energy Future course was watched by 15,000 students from 170 countries.  So, these concepts, terms and phrases are being widely and thoroughly disseminated.  This global reach to all of these students will become the new, more educated environmental movement.  They will help deliver the IPCC message.

Another common theme in each of these courses and is that natural resources, which include conventional energy (natural gas and petroleum) and all mining operations (sand and gravel, base metals, coal, uranium, rare earth metals – required in all green technology, and precious metals), deplete and require additional exploration to increase reserves (underground stocks or inventory).  But due to falling metal concentrations (naturally occurring), remoteness and falling reserves (based on economic extraction costs), attempting to increase production to match demand is becoming increasing more difficult and expensive.  From the recycling perspective, the recycling rates around the world will have to increase from current levels, both to meet demand for metals and materials and reduce landfill waste.

To offset these falling trends, changes will need to be made.  We will need to increase our recycling rates for all metals and materials.  We will need to reduce energy consumption or be more thoughtful and efficient with its use.  What is also clear is that metals will still come from primary production (natural resource production coming from earth) and supplemented with secondary production (recycling).  Primary energy production will be supplemented with renewable energy.  Consumption will be more efficient with new LED lighting technology, energy star appliances, higher R-values of homes, water savings technologies and a basic rethink on design in particular.  This will be an impactful next decade.



Saturday, November 1, 2014

Solar Energy - the leap frog technology for global sustainable development

In my continuing research on reducing the carbon footprint and alternative energy; it is clear to me that solar energy is about to explode.  In a recent article (I read as much as possible and adhere to a thought process of mosaic theory – piecing together information from disparate sources and making sense of it), it is projected that grid parity, the point at which an alternative energy source, ie., photovoltaic solar panels, can generate electricity at a levelized cost that is less than or equal to the price of purchasing power from the electric grid or local utility, will occur within the next 18 months in 26 states.  That is when solar energy takes off as a viable and affordable electrical energy source.  There are many exciting developments occurring around the solar industry, such as Solar City providing financing to put solar panels on residential homes, Quantum Materials manufacturing quantum dot solar cells, and again Solar City looking into the GigaFactory, a manufacturing plant to supply lithium-ion batteries to the Tesla electric automobile and the missing link of solar energy – the battery.  These are many companies involved in revolutionizing energy production in the US and the World.  One such company is Solar City, which has the abilty to provide a global sustainable development solution.  Think about it, it can provide low cost financing or subsidized (by issuing bonds – see website, to raise capital to finance solar power installation), batteries would free communities from the expensive distribution model with large energy (and capital expenditure) producing power plants and provide power for both the home and a vehicle (which does not have to be the Roadster, but something more like the Smart Car).  With the leap frogging of cellular communications, the developing countries could see true and rapid growth.  This could be a transformational period in economics and sustainable development.

Here is how this scenario will unfold:
  • Grid parity is reached in many states within 18 months or so.
  • People begin to make the investment in solar panels – whether leasing the panels from the likes of Solar City or outright purchasing them – this could be explosive nationally.
  • LED lighting will reduce electricity demand more than expected (more on this in the next blog).
  • The local utilities are required to repurchase excess electricity.
  • High-CO2 coal-fired power plants will continue to close and may accelerate due to less power being consumed from the grid.
  • The key is storage.  Elon Musk of Solar City and Tesla announced that he will construct a “giga-factory” in Nevada to produce lithium-ion batteries for the Tesla autos and Solar City photovoltaic solar panel systems.  The Giga factory begins to produce lithium-ion batteries in large quantities; thereby driving storage costs down significantly and igniting another round of solar panel demand, this time globally. I envision that this battery will be interchangeable with the house PV solar panel system and the Tesla car.  The power produced by the house could be stored in the house battery storage system and discharged at night to recharge the Tesla battery for the next day.  Power would then begin to be produced by the panels the next day and consumed internally and stored.  If there was more power consumed in the early evening, for instance for cooking, then the car battery would discharge DC current into the home batteries and to the appliances.  The micro grid of the home may need to be interconnected to other micro-grids in the event of lowered energy production or disruption.  The utility may become the back-up system.
  • Utilities will report lower earning due to reduced demand (yesterday, Xcel Energy announced that 3rd quarter profit rose slightly but were lower than analysts’ expectations due to a milder quarter than expected– the misses will become more frequent).
  • The grid will morph from a utility distribution model to a hybrid – utility distribution and micro grids.  A micro grid is a linkage of homes/small commericial/light manufacturing entities producing renewable energy, through geothermal heating/cooling, solar photovoltaic/thermal and energy saving appliances.  Currently, this model is being developed and analyzed by University of California at San Diego.
  • The model gets adopted globally.
This is not fantasy, this is moving behind the scenes very rapidly.  The next five years could be spectacular, especially when it has been agreed to by the academic and scientific communities to call this the Anthropogenic Era.