ENERGY: ASKING THE WRONG QUESTION |
Lomborg's chapter on energy covers a scant 19 pages. It is devoted
almost entirely to attacking the belief that the world is running out
of energy, a belief that Lomborg appears to regard as part of the
"environmental litany" but that few if any environmentalists actually
hold. What environmentalists mainly say on this topic is not that we
are running out of energy but that we are running out of
environment--that is, running out of the capacity of air, water, soil
and biota to absorb, without intolerable consequences for human
well-being, the effects of energy extraction, transport, transformation
and use. They also argue that we are running out of the ability to
manage other risks of energy supply, such as the political and economic
dangers of overdependence on Middle East oil and the risk that nuclear
energy systems will leak weapons materials and expertise into the hands
of proliferation-prone nations or terrorists.
That "the energy problem" is not primarily a matter of depletion of
resources in any global sense but rather of environmental impacts and
sociopolitical risks--and, potentially, of rising monetary costs for
energy when its environmental and sociopolitical hazards are adequately
internalized and insured against--has in fact been the mainstream
environmentalist position for decades. It was, for example, the
position I elucidated in the 1971 Sierra Club "Battlebook" Energy
(co-authored with Philip Herrera, then the environment editor for
Time). It was also the position elaborated on by the Energy Policy
Project of the Ford Foundation in the pioneering 1974 report A Time to
Choose; by Amory Lovins in his influential 1976 Foreign Affairs article
"Energy Strategy: The Road Not Taken"; by Paul R. and Anne H. Ehrlich
and me in our 1977 college textbook Ecoscience; and so on.
So whom is Lomborg so resoundingly refuting with his treatise on the
abundance of world energy resources? It would seem that his targets are
pundits (such as the correspondents for E magazine and CNN cited at the
opening of this chapter) and professional analysts (although only a few
of these are cited, and those very selectively) who have argued not
that the world is running out of energy altogether but only that it
might be running out of cheap oil. Lomborg's dismissive rhetoric
notwithstanding, this is not a silly question, nor one with an easy
answer.
Oil is the most versatile and currently the most valuable of the
conventional fossil fuels that have long provided the bulk of
civilization's energy, and it remains today the largest contributor to
world energy supply (accounting for nearly the whole of energy used for
transport, besides other roles). But the recoverable conventional
resources of oil are believed (on substantial evidence) to be far
smaller than those of coal and probably also smaller than those of
natural gas; the bulk of these resources appears to lie in the
politically volatile Middle East; much of the rest lies offshore and in
other difficult or environmentally fragile locations; and it is likely
that the most abundant potential replacements for conventional oil will
be more expensive than oil has been. For all these reasons, concerns
about declining availability and rising prices have long been more
salient for oil than for the other fossil fuels. There is, accordingly,
a serious technical literature (produced mainly by geologists and
economists) exploring the questions of when world oil production will
peak and begin to decline and what the price of oil might be in 2010,
2030 or 2050, with considerable disagreement among informed
professionals on the answers.
Lomborg gets right the basic point that the dominance of oil in the
world energy market will end not because no oil is left in the ground
but because other energy sources have become more attractive relative
to oil. But he seems not to recognize that the transition from oil to
other sources will not necessarily be smooth or occur at prices as low
as those enjoyed by oil consumers today. Indeed, while ridiculing the
position that the world's heavy oil dependence may again prove
problematic in our lifetimes, he shows no sign of understanding (or no
interest in communicating) why there is real debate among serious
people about this.
Lomborg does not so much as offer his readers a clear explanation of
the distinction--crucial to understanding arguments about
depletion--between "proved reserves" (referring to material that has
already been found and is exploitable at a profit at today's prices,
using today's technologies) and "remaining ultimately recoverable
resources" (which incorporate estimates of additional material
exploitable with today's technology at today's prices but still to be
found, as well as material both already found and still to be found
that will be exploitable with future technologies at potentially higher
future prices). And, while noting that most of the world's oil reserves
lie in the Middle East (and failing to note, having not even introduced
the concept, that a still larger share of remaining ultimately
recoverable resources is thought to lie there), he placidly informs us
that it is "imperative for our future energy supply that this region
remains reasonably peaceful," as if that observation did not undermine
any basis for complacency. (At this juncture, one of his 2,930
footnotes helpfully adds that this peace imperative for the Middle East
was "one of the background reasons for the Gulf War"!)
Lomborg's treatment of energy resources other than oil is not much
better. He is correct in his basic proposition that resources of coal,
oil shale, nuclear fuels and renewable energy are immense (which few
environmentalists--and no well-informed ones--dispute). But his
handling of the technical, economic and environmental factors that will
govern the circumstances and quantities in which these resources might
actually be used is superficial, muddled and often plain wrong. His
mistakes include apparent misreadings or misunderstandings of
statistical data--in other words just the kinds of errors he claims are
pervasive in the writings of environmentalists-as well as other
elementary blunders of quantitative manipulation and presentation that
no self-respecting statistician ought to commit.
He tells us correctly, for example, that the world has huge
resources of coal, but in observing that "it is presumed that there is
sufficient coal for well beyond the next 1,500 years" he says nothing
about the rate of coal use for which this conclusion might obtain.
Concerning the environmental questions that increased reliance on coal
would raise, he writes the following: "Typically, coal pollutes quite a
lot, but in developed economies switches to low-sulfur coal, scrubbers
and other air-pollution control devices have today removed the vast
part of sulfur dioxide and nitrogen dioxide emissions.'' To the
contrary, data readily available on the Web in the Environmental
Protection Agency report National Air Pollutant Emission Trends
1900-1998 reveal that U.S. emissions of nitrogen oxides from
coal-burning electric power plants were 6.1 million short tons in 1980
and 5.4 million short tons in 1998. Emissions of sulfur dioxide from
U.S. coal-burning power plants were 16.1 million short tons in 1980 and
12.4 million short tons in 1998. These are moderate reductions, welcome
but hardly the "vast part" of the emissions.
Concerning nuclear energy, Lomborg tells us that it "constitutes 6
percent of global energy production and 20 percent in the countries
that have nuclear power." The first figure is right, the second
seriously wrong. Nuclear energy provides a bit less than 10 percent of
the primary energy supply in the countries that use this energy source.
(It appears that Lomborg has confused contributions to the electricity
sector with contributions to primary energy supply.) After a muddled
discussion of the relation between uranium-resource estimates and
breeding (which omits altogether the potentially decisive issue of the
usability of uranium from seawater), he then barely notes in passing
that breeder reactors "produce large amounts of plutonium that can be
used for nuclear weapons production, thus adding to the security
concerns." He should have added that this problem is so significant
that it may preclude use of the breeding approach altogether, unless we
develop technologies that make breeding much less susceptible to
diversion of the plutonium while not making this approach even more
uneconomic than it is today.
Lomborg has some generally sensible things to say about the large
contributions that are possible from increased energy end-use
efficiency and from renewable energy--on these topics he seems, to his
credit, to be more a contributor to the "environmental litany" than a
critic of it. But on these subjects as on the others, his treatment is
superficial, uneven and marred by numerous errors and infelicities. For
example, he persistently presents numbers to two- and three-figure
precision for quantities that cannot be known to such accuracy: "43
percent of American energy use is wasted"; "the costs of carbon
dioxide" emissions are "0.64 cents per kWh"; plant photosynthesis is
"1,260 EJ" annually. He makes claims, based on single citations and
without elaboration, that are far from representative of the
literature: "We know today that it is possible to produce safe cars
getting more than 50-100 km per liter (120-240mpg)." (How big would
these cars be, and powered how?) He bungles terminology: "Energy can be
stored in hydrogen by catalyzing water." (He must mean "by
electrolyzing water" or "by catalytic thermochemical decomposition of
water.") And he propagates a variety of conceptual confusions, such as
the idea that grid-connected wind power requires "a sizeable excess
capacity" in the windmills because these alone "need to be able to meet
peak demand."
Of course, much of what is most problematic in the global energy
picture is covered by Lomborg not in his energy chapter but in those
that deal with air pollution, acid rain, water pollution and global
warming. The last is devastatingly critiqued by Stephen Schneider on
page 62. There is no space to deal with the other energy-related
chapters; suffice it to say that I found their level of superficiality,
selectivity and misunderstanding roughly consistent with that of the
energy chapter reviewed here. This is a shame. Lomborg is giving
skepticism-and statisticians--a bad name.
~~~~~~~~
By John P. Holdren
John P. Holdren is the Teresa and John Heinz Professor of
Environmental Policy at the John F. Kennedy School of Government, as
well as professor of environmental science and public policy in the
department of earth and planetary sciences, at Harvard University. From
1973 to 1996 he co-led the interdisciplinary graduate program in energy
and resources at the University of California, Berkeley. He is a member
of the National Academy of Sciences and the National Academy of
Engineering.