Will Solar Power Outshine Oil in the Near Future?

[mfb]

Growth rate is the relative change. And that is clearly going down over time in all these plots, with 2016 in the first plot as the only exception.

It gets worse if you look at individual countries. You see a pattern where initially the growth rate is huge, but then the additional installation levels off or goes down. Globally that trend is not so visible yet because China and India are still in the early stages of rapid expansion.
Here is a plot for Germany. Subsidies lead to many installations in 2010-2012, then subsidies for new installations went down, and new installations went down as well.
Here is a plot for Spain, and Italy - with the total installed capacity instead of new installations. Same trend, they are not increasing notably any more.
France still has new installations, but at a low overall level, and the growth rate is going down a lot here as well.

In the US, from 2011 to 2012 production increased by 138%. The next year it increased by 114%. From 2013 to 2014 it increased by 98%. Sounds great? From 2014 to 2015 it increased by 45%, from 2015 to 2016 it increased by 39%.

In terms of absolute numbers, it increased by 9 TWh for the last three years in a row. It looks like the US is following Europe's trend.

You find the same trend everywhere. Reduce subsidies and suddenly the rate of new installations goes down - despite cheaper modules.

 

[nikkkom]

CWatters said:
> I think we're going to have to tax wind and solar and subsidise Nuclear or something similar.

I disagree. I suggest it would be more appropriate to tax coal and gas and oil to subsidise RE, with storage and other responses to intermittency given priority.

I suggest we tax everyone equally. As a rule, micromanaging economy is not a good idea (look as any "socialist paradise" for the reasons why). You need to have STRONG reasons why some tech must be penalized or artificially accelerated. "Hmm, it would be nice if we boost technology X a little" is not a strong enough reason.

This applies to storage too. You do not need to "give priority" to storage. As more intermittent sources appear, storage will be built by normal "evil capitalist" investors. Heck, storage makes sense even with traditional power sources, since it can displace peaker plants.

 

[CWatters]

Some form of base capacity is required be it storage, nuclear or fossil. The problem is who will to invest in something that's not used very often? The more renewable capacity you have the less frequently you need that base capacity - but you still need it .

I'd be surprised if you could build enough battery based storage for that to be a viable solution on its own. I saw a report awhile back that looked at the number of pumped storage facilities that would be needed just to backup renewable in Scotland and it was huge/impractical.

 

[mheslep]

When it is allowed to build, it runs into multi-year schedule slips and multi-billion cost overruns

Not so. Major cost and schedule errors happen, but this is not intrinsic to nuclear. They rarely happened before the advent of the US NRC. And today cost and schedule errors are slight in China, S. Korea, which go up in 5 to 7 years.

Even with the cost n schedule errors, it's still cheaper and cleaner than high penetration intermittent power (which does not exist, anywhere) plus fossil fuel backup.

Are there evil forces which prevent nuclear power construction from proceeding not this badly

Certainly. Emissions from fossil fuel electric power is under a lot of pressure, with $trillions at stake. In the US, the NRDC, Sierra, and American Petroleum Institute combine to find anti-nuclear campaigns. Coal and natural gas interests fund anti nuclear campaigns, with natural gas interests directly funding Sierra.

 

[mheslep]

I suggest we tax everyone equally. As a rule, micromanaging economy is not a good idea (look as any "socialist paradise" for the reasons why). You need to have STRONG reasons why some tech must be penalized or artificially accelerated. "Hmm, it would be nice if we boost technology X a little" is not a strong enough reason.

This applies to storage too. You do not need to "give priority" to storage. As more intermittent sources appear, storage will be built by normal "evil capitalist" investors. Heck, storage makes sense even with traditional power sources, since it can displace peaker plants.

Yes equal taxes, though income and sales taxes are not the only taxes. Malicious regulation also effects income. A regulator who mandates design changes after approving the design is malicious (NRC required aircraft impact post hoc. Next time, meteor impact). A regulator who willfully violates the law and closes a previously approved waste facility paid for by the industry is malicious.

 

[Ken Fabos]

I suggest we tax everyone equally. As a rule, micromanaging economy is not a good idea (look as any "socialist paradise" for the reasons why). You need to have STRONG reasons why some tech must be penalized or artificially accelerated. "Hmm, it would be nice if we boost technology X a little" is not a strong enough reason.

This applies to storage too. You do not need to "give priority" to storage. As more intermittent sources appear, storage will be built by normal "evil capitalist" investors. Heck, storage makes sense even with traditional power sources, since it can displace peaker plants.

nikkkom, there is no taxing different energy options equally as long as there is no cost attatched to major externalities like emissions and, i suggest, as long as the climate stability led requirement for a rapid transition to low emissions is in play. The climate problem is a strong enough reason to intervene and a "level playing field" is a fiction that can't be sustained. I suggest that the necessity for interventions in this are not Leftist or Socialist or even Greenist driven - and where it has played out that way it happened in a policy vacuum that reveals starkly the unwillingness and inability of mainstream, centrist politics to grapple rationally with the issues and choose to lead rather than impede.

We need to formally recognise climate responsibility and that unconstrained market economics continue to fail to respond appropriately.

We can all wish the transition to low emissions be done with competent big picture planning and forethought but what we've been getting looks like more like a load of deeply compromised covfefe to me. Not micromanaging in the absence of macromanaging looks more problematic than not managing at all. I expect the plans we make today will be revised and redone many times before we are done as issues, technical, economic and political, arise and have to be dealt with. The issue I see coming to the fore is storage and other responses to intermittency from growing proportions of RE so it's the issue that will get the attention. That can go awry of course, and poor investment decisions will occur - we will see in time if South Australia for example, finds the addition of some storage more effective than addition of more gas in a corner of the National Electricity Market that is approaching 50% supply from RE. These decisions are (still) being made without clear reference to climate responsibility or potential for stranded assets.

 

[mheslep]

The issue I see coming to the fore is storage and other responses to intermittency from growing proportions of RE so it's the issue that will get the attention.

I don't follow why you would describe nuclear as untenable, though it plainly works, but describe large scale deep (multiple TWh) storage, which does not exist, as somehow 'coming to the fore' by talking it up.

 

[mheslep]

Adding levies to imports from places without carbon pricing can be applied by nations that do have them;

Okay, I'm China. While last week we had more coal emissions than the rest of the world combined, turns out this week we eliminated our carbon emissions according to our accounting, which only we are competent to produce. Now our emissions are just like Sweden's. So here's a ship full of tractors, no tariffs please. Also, we'd be happy to have your various heavy industries move here, where we will supply them with clean cheap power, so no carbon tax.

 

[mheslep]

Sorry the image I posted earlier doesn't seem to be working.

The end 2016 Lazard report into the cost of energy here..

https://www.lazard.com/media/438038/levelized-cost-of-energy-v100.pdf

..has this table showing the "Unsibsidized Levelized Cost of Energy". Compare the cost of Utility scale solar and wind energy with that of a Gas, Coal and Nuclear. Note: It does not take into account the cost of managing the "intermittent" supply of solar/wind.

Right, $30 to $60 for cheaper forms of power unsubsidized. Then look at Lazard's LCOE on storage technologies, which run from $300 to $1000 per MWh unsubsidized.. Nuclear, gas, coal - these don't need deep storage.

 

[mheslep]

...
Probably higher overall electricity prices, but it can work.

Not with any significant impact on climate emissions, no intermittent plus (maybe) storage can't work, as the developing world won't tolerate expensive power when they can build coal. Solar and wind are just a dog and pony show in the places that matter. See Monaco, where every green advocacy site promotes the new World Bank funded and extraordinarily expensive solar thermal plant there, and where a large 1 GW+ coal plant goes up behind the curtain which will generate several times the annual energy.

 

[mfb]

Okay, I'm China. While last week we had more coal emissions than the rest of the world combined

Global electricity production from coal is about 10,000 TWh (2015), China contributes about 3500 TWh (2016), about 1/3.
China has 30% of the global CO2 emissions.

Please don't make up numbers.

The comment you quoted was mainly about industrialized nations, but it applies everywhere. It can work - if the political will is there.

 

[glappkaeft]

They're never going to generate electricity in Pripyat again.

Not for any technical reasons, they operated the other three reactors afterwards and the last one shut down in 2000. The ultimate closure was part of a program where the EU either paid countries (Ukraine) to disband their old unsafe reactors or made their closure a requirement for joining the EU (Bulgaria, Slovakia and Lithuania).

 

[nikkkom]

nikkkom, there is no taxing different energy options equally as long as there is no cost attatched to major externalities like emissions and, i suggest, as long as the climate stability led requirement for a rapid transition to low emissions is in play. The climate problem is a strong enough reason to intervene

I disagree that it is strong enough. Simply put, I don't consider CO2 in amounts we emit it now to be a significantly harmful emission. (NOx, SO2, various ash and dust are another matter).
I met people which are so scared of it that they literally think CO2 is poisonous. Curiously, the very same people use gas stove at home and can't tell what is the current concentration of CO2 in Earth atmosphere - first guess was off by two orders of magnitude too high.

 

[mheslep]

Global electricity production from coal is about 10,000 TWh (2015), China contributes about 3500 TWh (2016), about 1/3.
China has 30% of the global CO2 emissions.

Please don't make up numbers.

...

As I said, emissions from "coal", not all CO2
IEA:

..As noted above, China represents half of total global coal consumption

https://www.iea.org/about/faqs/coal/

 

[mheslep]

The comment you quoted was mainly about industrialized nations, but it applies everywhere. It can work - if the political will is there

So far I see little more than it-can-work hand waiving, the kind of narrative that simultaneously obtained i) the various ineffective climate agreements and ii) hundreds of global coal plants planned or under construction in 2017.

Global agreements are difficult when they are in mutual self interest like trade agreements.Where is the global agreement to deal with pariah N Korea? With ISIS?

Here, we have a proposal (intl carbon tax) that is very much against the short to medium term self interest of developing countries where expensive power means no power.

 

[mfb]

Simply put, I don't consider CO2 in amounts we emit it now to be a significantly harmful emission.

I would call the effects significant.

met people which are so scared of it that they literally think CO2 is poisonous.

Technically it is - although not at concentrations you'll find in the atmosphere.

As I said, emissions from "coal", not all CO2

I checked BP's numbers. 2015: global consumption 3.84 billion tons, China 1.92 billion tons. Quite precisely 50%. China's number is expected to go down slightly, while the global consumption is expected to go up.

Where is the global agreement to deal with pariah N Korea? With ISIS?

Please stay on topic.

Here, we have a proposal (intl carbon tax) that is very much against the short to medium term self interest of developing countries where expensive power means no power.

And yet nearly every country signed the Paris agreement.

 

[OmCheeto]

So far I see little more than it-can-work hand waiving...

My apologies for cutting you off, but I just finished a graph.

Trends in global energy sources as a percent of total energy consumption
dots are semi-suspicious data
lines are what my computer curve fitted to the dots
[source material]​

It's one of those "head scratching" graphs, where one has to sit and ask oneself; "Why did that curve change direction there? And that one? And that other one?"

Your comment is related to the "renewable" energy curve, as I was thinking to myself; "What would the curve look like if we started it in 1650, rather than 1965?" as "renewables" maxed out in both 1965 and 2015, as a percent of a global energy source.

Would people in 1650 think wind, waterfalls, and wood, were "hand wavy" solutions, when that was pretty much all they had?

 

[OmCheeto]

I don't follow why you would describe nuclear as untenable, though it plainly works, but describe large scale deep (multiple TWh) storage, which does not exist, as somehow 'coming to the fore' by talking it up.

It was this comment of yours, regarding "multiple TWh storage" that got me thinking about my above post. I seem to have gotten distracted.

 

[mfb]

@OmCheeto: I don't understand your normalization. It is not relative to total production in that year as it adds up to more than 100% and coal is way too low. It is not absolute production either, not even scaled, as it doesn't show an overall increase. What is it?

 

[OmCheeto]

@OmCheeto: I don't understand your normalization. It is not relative to total production in that year as it adds up to more than 100% and coal is way too low. It is not absolute production either, not even scaled, as it doesn't show an overall increase. What is it?

percent production by source of total energy consumption normalized to 100% of its peak year

 

[OmCheeto]

Take for example, "Ren" (Renewables) in both 1965 and 2015 were ≈4.15% sources of global energy production.
Normalize them, et al, to 100%, and you get my graph.

 

[mheslep]

And yet nearly every country signed the Paris agreement

Many of them signing to do nothing but increase emissions for years. It is easy to gather a crowd for dinner when someone else picks up the check.

 

[nikkkom]

Technically it is - although not at concentrations you'll find in the atmosphere.

Technically, NaCl is poison too. Try eating 700 grams of it in one go...

 

[Ken Fabos]

I disagree that it is strong enough. Simply put, I don't consider CO2 in amounts we emit it now to be a significantly harmful emission. (NOx, SO2, various ash and dust are another matter).

This conclusion about the validity of climate change risks, widely promoted and widely held, has had profound impacts on the course we have taken and on how we got to where we are now. Indulged in by politicians and political parties, corporations and business associations, it impacts every aspect of our policy responses, not merely by weakening community support for strong climate action but by actively opposing, obstructing and compromising the honest efforts that have been proposed. I think nuclear has been especially harmed by this, because the influence of climate science denial is concentrated within and held as high priority by the same parts of mainstream politics where the greatest body of political support for nuclear (supposedly) resides.

Whilst the influential captains of commerce and industry are not greatly influenced by anti-nuclear activism they've shown themselves to be self interested suckers when it comes to the attraction of denying the validity and seriousness of the climate problem, in order to avoid the perceived burden costs acceptance of that responsibility brings; it is incompatible with, even antithetical to strong climate action using nuclear.

When climate science denial is politically untenable and climate responsibility is faced rather than avoided, then nuclear may be able to mobilise a significant body of influential support that is currently rendered impotent.

Nikkkom, you can believe that current CO2 emissions, ongoing, will not be significantly harmful; believing what you like is, for ordinary citizens, like a civil right. However for those holding positions of trust and responsibility to choose to reject and dismiss the abundant, consistent and persistent expert advice the option to believe what they like is not a right, it is negligence.

Adding levies to imports from places without carbon pricing can be applied by nations that do have them; there is no "can't", just lack of political commitment to apply carbon pricing, nationally or negotiated internationally.

Okay, I'm China. While last week we had more coal emissions than the rest of the world combined, turns out this week we eliminated our carbon emissions according to our accounting, which only we are competent to produce. Now our emissions are just like Sweden's. So here's a ship full of tractors, no tariffs please. Also, we'd be happy to have your various heavy industries move here, where we will supply them with clean cheap power, so no carbon tax.

Exemption from emissions levies on imports can and should be applied on the basis that the accounting be accurate - there is no can't here, just lack of political will to develop appropriate policy to deal with the climate/emissions/energy conundrum face on with eyes open.

I don't know how serious China is about introducing carbon pricing but it is on their agenda. I haven't noticed that it is on any US agenda and here in Australia with peak business and industry groups insisting it is the best way forward (in principle) it is rejected absolutely by the current government.

 

[nikkkom]

Nikkkom, you can believe that current CO2 emissions, ongoing, will not be significantly harmful

I simply do not believe CO2 emissions are going to be "ongoing" on this scale for much longer. 30 years from now, they will be lower than today.

 

[rootone]

I simply do not believe CO2 emissions are going to be "ongoing" on this scale for much longer. 30 years from now, they will be lower than today.

Only if industries which produce the most CO2 become unprofitable.

 

[mheslep]

I simply do not believe CO2 emissions are going to be "ongoing" on this scale for much longer. 30 years from now, they will be lower than today.

Global http://endcoal.org/wp-content/uploads/2017/03/Jan-2017-New-by-year.pdf: 77 GW (42 GW China, 19 GW India)
As of January 2017: global coal capacity planned or permitted: 570 GW

 

[RogueOne]

Nikkkom, you can believe that current CO2 emissions, ongoing, will not be significantly harmful; believing what you like is, for ordinary citizens, like a civil right. However for those holding positions of trust and responsibility to choose to reject and dismiss the abundant, consistent and persistent expert advice the option to believe what they like is not a right, it is negligence..

I think you are misinterpreting the way that our government works here in the U.S. We have what is called a constitutional republic. In this form of government, we have a constitution that is to be adhered to while elected officials gently guide the country in ways that align with what the voters want.

This is not a form of government that is intended to be controlled by an unelected and concentrated group of elites whom are hand picked by each other on the basis of being dubbed an "expert".

For elected officials holding positions of trust and responsibility, choosing to reject and dismiss the abundant, consistent and persistent will of the voters and supreme law of the land set by the constitution, the option to believe what they like is not a right, it is Tyranny.

 

[OmCheeto]

...
Would people in 1650 think wind, waterfalls, and wood, were "hand wavy" solutions, when that was pretty much all they had?

Apparently you only have to go back to about 1800.

No fancy "Omic" maths this time. Everything should add up to 100%.
And yes, I changed parameters around 1940, from Global to US.
Can't remember how many times I've told people I'm not god, and cannot fix the worlds problems.
Think globally, act locally, and invent a refrigerator for Zoob and your sister, to alleviate at least a bit of the problem.

[reference for left side of "Global" graph: People who love graphs as much as I do, apparently]
[reference for right side of "USA!" graph: Yup. The gubment. 1.3 Primary energy consumption by source]

 

[Ken Fabos]

I think you are misinterpreting the way that our government works here in the U.S. We have what is called a constitutional republic. In this form of government, we have a constitution that is to be adhered to while elected officials gently guide the country in ways that align with what the voters want.

This is not a form of government that is intended to be controlled by an unelected and concentrated group of elites whom are hand picked by each other on the basis of being dubbed an "expert".

For elected officials holding positions of trust and responsibility, choosing to reject and dismiss the abundant, consistent and persistent will of the voters and supreme law of the land set by the constitution, the option to believe what they like is not a right, it is Tyranny.

Elected representatives are to some extent, above and outside the reach of Common Law yet I suggest it does still apply and under common law those in positions of trust and responsibility who's decisions fail to take account of expert advice and harms arise as a consequence can be found liable. A recent court decision in the Netherlands shows this legal principle used in practice with respect to elected governments although I grant that the US system, despite relying on Common Law may be different, yet I understand court cases have gone ahead within the US legal system. The global, multi-generational nature of the harms arising as well as, where it exists, strong electoral support for ignoring them will tend to extend the de-facto immunity from responsibility elected officials enjoy but I suggest that under Common Law even being popularly elected to enact policies that avoid climate responsibility does not make that responsibility go away.

It isn't really a choice between recognition of climate responsibility and tyranny but it's not uncommon to try and frame the question that way to justify ongoing responsibility avoidance