26 Comments

Common sense and national survival trumps climate change BS.

Expand full comment

Until climate change makes survival not possible.

Expand full comment

The US should be making energy decisions based in reality too. Decisions based upon “dreams” are expensive, and not just financially, but environmentally too.

Expand full comment

capacity factor is solar’s elephant in the room

Expand full comment

Agree: 86000 / (75*24*365) = 13% capacity factor in 2021

Expand full comment

So a quick google search shows that in 2021 they had about 78GW of installed solar

This in turn provided 85,000gwhr of power.

In a year, 78GW of installed reliable generation would produce 683,000gwhr so this means the solar capacity factor is an awful 12%.

In Alberta a new 450mw solar site covers 6 sq miles of the prairie. So rough order of thumb, 1000sq miles covered to get 85gw.

Japan is famously mountainous so how much percentage of available flat land is used for this?

This story says utilities state they cannot handle any more solar, too destabilizing, but the same 10second google search yields several links to Pv magazines or activist groups saying they anticipate growth to 180 and one says 300gw installed PV.

Which is correct? As we see Australia curtailing as happens anywhere you have too much solar, I assume your info above is correct

Expand full comment
Comment removed
Expand full comment

3.5x more, far lower emissions, AND a fraction of the land area used.

Grow food instead

Or build playgrounds

Anything

Expand full comment

Chinese blocking of rare earths failed. Prices fell. There were alternatives and they removed the block.

Expand full comment

No big surprise. It's all laid out in Bjorn Lomborg's book "False Alarm". The net carbon push will make the world a poorer place pushing more people into poverty, making energy more expensive, and even if we were to achieve it, which is impossible, it would reduce the net temperature gain by 0.4 degrees F. It's all smoke and mirrors for political and geopolitical gain.

Expand full comment

There is absolutely no data on how much temperature change can be ascribed to any change of emissions. That too is all a fantasy

Expand full comment

Possibly. In Lomborg's book he has references for many studies (UN included) that try and estimate these numbers. I don't do the stats justice. Best to read the book and decide for yourself if you believe the estimates or not.

Expand full comment

I have read all his books, yes.

He is 100% correct on all the economics, that is something you can calculate.

Temperature is something affected by a thousand things and it’s the absolute height of hubris to think you can give or take X tons of co2 and then use a biased model to tell us what the temperature will be to a fraction of a degree in 100 years.

I don’t think Lomborg actually believes that, he’s too smart for that, but I think he doesn’t publicly question it to avoid having the insane attack him too strongly.

And he doesn’t have to

Using their math he shows that all their ideas and plans are pointless and that is a valid approach.

Expand full comment

Agreed and well stated. It is the economics that is the dire part of the conversation and how we could do so much more for the rest of the world.

Expand full comment

Despite famously not being a Kyoto signatory I seem to recall reading US CO2 emissions are also a percentage point or three lower today than 1990. On a per capita basis vs population-stagnant Japan I suspect we've cut even more, and (as you note) running the statistic vs GDP growth is a slam dunk.

Expand full comment

USA reduction in emissions is due to switching from coal to gas for the most part

Expand full comment

Thank you.

Very informative.

Expand full comment

You said that Japan had 75 gw of solar. It's this correct? That's a massive amount. Did you mean megawatts?

Expand full comment

Japan is a famously cloudy and wet country. Installed nameplate capacity is meaningless, capacity factor is everything and it will be a fraction of installed rating

Expand full comment
author

According to BP, Japan's installed solar capacity in 2021 was 74,191 megawatts, or about 75 gigawatts. And yes, it's a huge amount.

Expand full comment

Cheers Rob. So how do they manage it? Are there massive battery storage facilities? (Great book btw ;-)

Expand full comment
Comment removed
Expand full comment

Apologies for my ignorance, but why does 35GW of nuclear equal 157GW of solar? I don't understand this bit.

Expand full comment
Comment removed
Expand full comment

Many thanks. I get it now.

Expand full comment

Since economics trumps politics, I believe the people who expect a 15-20 year delay before new nuclear may be overly pessimistic.

When Russia exposed the world's vulnerability a disruption in the supply of it fuel, the cost of all hydrocarbons, including coal, skyrocketed. When Europe was building its winter inventory last summer, it was physically challenging for all other countries to arrange fuel deliveries because European traders we willing to, and could afford to, outbid most other customers.

Countries dependent on imported fuel were temporarily saved by a warm winter and by the fact that most of Russia's fuel is still finding its way into the market.

Do economics, including a risk premium, really favor an increasing dependence on fossil fuel? Will that remain true if nuclear plants are built competently, with a national priority that speeds up approvals and mutes obstruction?

Expand full comment

Economic reality will always govern

Expand full comment

Not if the climate/insane radicals run government.

Expand full comment

Pielke: “When policies focused on economic growth confront policies focused on emissions reductions, it is economic growth that will win out every time.”

Hargraves: "Economics trumps politics"

Expand full comment