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It's not about the fuel

The case for fuel-agnostic efficiency

Posted by Sean Casten (Guest Contributor) at 7:18 AM on 17 Jun 2008

Those of us who care about energy and environmental policy have a bad habit: the lazy but rhetorically convenient tendency to refer to energy issues as if they were fuel issues. From solar to coal to uranium, we have developed a shorthand that uses these words to describe a whole fuel-chain, from raw fuel extraction/recovery to end-use consumption. But the language is dangerous. What matters is efficiency -- true, fuel-agnostic efficiency, applied equally to every possible fuel-chain we know. Not because efficiency is an alternative to any given fuel, but because any other energy policy is ultimately unsustainable, in every sense of the word.

The first point to recognize is that every fuel is finite -- even renewables. There is a finite number of dams we can build. There is a finite volume of biomass that can be regeneratively harvested each year. There is a finite amount of solar energy that hits the globe each year. In all cases, we cannot exceed these practical limits.

As such, it is irresponsible to pursue any policy that treats those fuels as infinite. Yet so much of our current energy and environmental policy does exactly that.

Three choices

Pick any energy or environmental concern. Any policy approach taken to alleviate that concern will fall into one of the following three buckets:

  1. Reductions in quality of life. We can buy smaller cars, keep our homes 5 degrees less comfortable, stop buying any leather and/or petroleum-derived products, etc.
  2. Fuel switching. Replace coal with nuclear to alleviate global warming. Replace natural gas with nuclear to avoid waste-disposal. Replace natural gas with wind to eliminate LNG terminals. Replace wind with solar to stop killing bats. Replace solar with coal to keep the costs down. (Repeat.)
  3. Increased conversion efficiency. This final bucket describes any policy that increases the efficiency with which we convert raw fuel (of any type) into useful energy. The inputs are, in and of themselves, largely useless (think crude oil locked in shale, or uranium). The outputs are wonderful (think cold beer). Anything that increases the output/input ratio falls into this bucket.

Each of these policies has its place. But it bears noting that efficiency is the only policy that drives down energy costs, decreases resource utilization, and increases the quality of life for the maximum number of people. As such, it ought to be step one in any responsible energy policy.

Money: It's all about the efficiency

With all due respect to Spike Lee, most of us know this. We like electric vehicles not because we think electricity from a plug has no emissions, but because we know that on a well-to-forward-motion basis, the U.S. grid mix-EV fuel chain uses a tad less total energy than a petroleum-ICE fuel chain. Similarly, the debate about corn-based ethanol isn't about the inherent virtue (or lack thereof) of biomass -- it's about making sure the fossil fuel inputs from fertilizer production and corn-milling are factored into the calculus.

But just as it makes no sense to frame the pro-EV crowd as pro-coal, or to frame the anti-corn ethanol crowd as anti-biomass, it also makes no sense to be categorically anti-coal, categorically pro-solar, or categorically in favor of any specific fuel independent of its overall fuel-chain efficiency. While it may be rhetorically convenient to use fuel as a shorthand, it is lazy and potentially counter-productive. (Yes, feel free to pillory me as a guy in a glass-house throwing stones. Sorry.)

What it means to be pro-efficiency

Theolonius Monk supposedly said, "if you make a mistake, play it again, louder." It's a great line and -- if you've ever had the pleasure to improvise with a group of musicians -- not without a kernel of truth. But it has absolutely no bearing on energy policy, and should not be used as a guideline for any energy or environmental regulator. The central problem with much of U.S. energy and environmental policy is that it keeps making the same mistake, louder, and louder each time.

Given the three choices above, and given that the efficiency option ought to be the first option deployed ... we consistently get it wrong. Massively wrong. Much like Monk found when he banged out a hard D-flat over a C-major harmony, we've made these mistakes so loudly, and so often that the conventional wisdom just assumes they're correct. (But with much less aesthetically pleasing results.) A few examples:

  1. Our century-old electric regulatory model explicitly disincents utilities from conserving fuel. This is the biggest single industry in the country on a revenue basis, and it is responsible for 42 percent of our annual CO2 emissions. If there is one industry that ought to have a financial incentive to conserve fuel, it's this one.
  2. The Clean Air Act mandates pollution control technologies that universally drive up our CO2 emissions and -- coupled with New Source Review -- provide massive obstacles to any industry or utility that has a creative way to get more useful stuff out of less input energy. Some perspective: the Clean Air Act is the second biggest piece of legislation in Washington. It is exceeded in number of pages only by the tax code. Again, it's not like we're only ignoring efficiency in the tiny, tucked-away corners of our energy policy.
  3. The "clean" energy space isn't absolved of blame either. The German model for feed-in tariffs (perhaps the biggest solar program in the world) sets rates for power to deliver an acceptable rate of return to solar technologies, effectively providing a disincentive to lower the capital costs of photovoltaic technology, since to do so would lower the total annual dividend to photovoltaic company shareholders. To the extent that cost reductions are achieved by generating more watts per square meter of photovoltaics, that regulation is also an anti-efficiency measure.

Meanwhile, there are surprisingly few policies that actually stimulate energy efficiency. Yes, there are demand-side-management programs run by local utilities and utility regulators. Yes, there are federally-mandated appliance standards. Yes, we do have corporate average fuel economy standards (even if they have been frozen for a tad too long). And yes, there are moves afoot to work efficiency measures more explicitly into regulation with output-based pollution standards. But these examples are few and far between -- and they invariably face challenges from smart looking dudes who assure us that efficiency makes such economic sense that the market will take care of it without any government intervention ... as if our current anti-efficiency energy and environmental policy would allow that to happen.

Be pro-efficiency. Try not to be pro or anti any specific fuel. Because regardless of which fuel resource we like -- be it coal, wind, gas, nuclear, geothermal, oil, or or chicken turds -- it ought not be wasted.

This sounds right to me...

But wouldn't pricing carbon drive efficiency much more effectively than, say, CAFE?  I mean, look what $4 gas has done just in the last few months.  


On ethanol

Similarly, the debate about corn-based ethanol isn't about the inherent virtue (or lack thereof) of biomass -- it's about making sure the fossil fuel inputs from fertilizer production and corn-milling are factored into the calculus.

Actually, I would say that the debate isn't about the inherent virtue (or lack thereof) of ethanol (rather than "biomass"), but about the environmental effects of expanding corn production, about the effects on food markets of diverting corn (or any other food crop) to biofuels, about the life-cycle emissions of the ethanol, and about the subsidies and mandates that prop up its production. Whether or not corn ethanol is a net energy winner or loser is -- or at least should be -- a relatively minor issue. Low-value energy is transformed into higher-value energy (with a loss in energy) all the time. It's what happens to crude oil.

Otherwise, I agree with the main thrust of your argument.

These are only my personal opinions.

Setb

That's really a question of tactics. A case can be made that for capital investments that have low annual capacity utilization (like cars), the incentive is more appropriately placed at the capital outlay - e.g., the vehicle - than at the operating cost outlay - e.g., the fuel.

I am not a transportation jock, and will defer to those who are on this issue.  But at core, this is a question of policy detail.  The most important first step is to make sure our policies neither incentivize inefficiency or discinentivize efficiency.  CAFE rules definitely pass that test.  GHG policy (if properly structured) do the same.  Which is more appropriate in any given sector is an important detail, but a detail nonetheless.

Ditto what Ron said

and also agree with main thrust of your argument.

Small quibble, smaller cars are not a great example of a quality of life issue. Big cars, like big houses are for prestige, having nothing to do with physical comfort. There are a number of small sports cars that have high status as well. People can get their status needs met with a small car, and some day, with a small house.

An example of what you are talking about: triple gas mileage and even oil from coal sands is less environmentally destructive than what we use today.  

In the end, it all comes down to biodiversity. Poison Darts--Protecting the biodiversity of our world

Another quibble

I too agree with the main thrust, but I think your rhetorical enthusiasm has carried you too far.

I certainly agree that, of the three choices, the third, efficiency, should be our first and overwhelming focus in the short term, and that we can get a long way by examining policy to make sure it encourages efficiency (or stops encouraging inefficiency).

However! I think it's entirely possible to accept that position and still be categorically anti-coal. Efficiency does not trump all other values in all cases. For example, if I had to choose whether to spend $5 making coal more efficient or $5 accelerating the deployment of wind, I might choose the latter, even if the former produces more net GHG reduction in the short term. Why? Because there are intangibles involved, and long-term considerations. For me it is quite important to degrade the political power and influence of the coal lobby, to loosen the hold Big Coal has on the economic fortunes of poor Appalachians, and to hasten the day when coal fades from the picture entirely. These effects can't necessarily be quantified, but they are real and valuable, and in my mind they create a bias against coal that in some cases will outweigh a more catholic bias in favor of efficiency.

So yes, pro-efficiency, but not always, everywhere, at the expense of everything else.

grist.org

not that simple

If a 30% efficient solar cell costs $100 per watt and a 15% efficient solar cell cost $5 per watt which is the better buy?

If you're building a spacecraft the expensive cell probably makes more sense, but for most applications it will be the less efficient cell.

The most accurate measuring rod is total cost per unit energy, with all externalities factored in, such as the cost to get into orbit and the cost of damage from emissions.


Things Everybody Should Know About Energy

David

I think we agree - and I'm certainly not suggesting that on an all-else-equal-basis, we cannot make reasonable value judgments about different fuels.  But all else is rarely equal, especially on the efficiency side.  If we site power generation remotely, we will impose transmission efficiency losses and inevitably throw away the waste heat.  This alone makes a locally-sited, coal-fired cogen plant superior to a centrally-sited natural gas power plant.  I'm not suggesting of course that the decision is ever quite that bimodal, but the efficiency differences need to be taken into account.

Moreover, the inefficient use of any resource should be scorned, regardless of how pure and virginal that resource appears.  Low efficiency central solar panels are not as much of a dumb idea as low-efficiency central coal stations, but make no mistake: they are both dumb ideas.

And to be sure, I'm not suggesting efficiency at the expense of everything else.  I'm simply saying that (a) let's make sure we encourage it first and (b) let's be as precise with our rhetoric as we can.

Bill H

You're absolutely right about economic considerations, and I don't mean to imply that every push for one incremental unit of efficiency is a good idea.  (I certainly don't live my own life that way!)

But we should keep in mind that massive regulatory models that we currently live under provide implicit and explicit barriers even to what would otherwise be economically-rational capital allocation, solely by virtue of their efficiency.  A policy objective ought to therefore be to remove any regulatory disincentives to efficiency (like the way we regulate electric utilities, or the Clean Air Act) and only then ask ourselves whether we are satisfied with the subsequent rational allocation of capital.  Because until that happens, the allocation ain't rational.

Efficiency Uber Alles?

Not to necessarily advocate guilt by association, but wasn't efficiency a main goal of the Nazis?  Anyway, Dave identified the biggest problem with making efficiency the main priority in energy policy.  As a wildlife and wilderness advocate, I'd say that cessation of use of things like coal, oil, and uranium should be the main priorities.  There's certainly nothing wrong with efficiency and it should be mandated in all cases due to the environmental destruction that lack of efficiency causes, but it should not be the priority.

Sean's comment about people driving smaller cars equating to a lower quality of life sure tells us a lot about his perspective, which is not an environmental one.  People should be driving NO cars, which would provide a higher quality of life for the rest of the planet, and for those humans who still have any sense left.

Here

Here's a fun little chart from the Union of Concerned Scientists.

It show that even if you take the extremely optimistic federal studies at face value, changes in fuel economy cause far more dramatic changes.

http://greyfalcon.net/oilvsethanol2.png

-David Ahlport

The humble automobile, in perspective

Wolverine wrote: People should be driving NO cars, which would provide a higher quality of life for the rest of the planet

...Even if those cars were replaced by horses?


Wolverine wrote: and for those humans who still have any sense left.
google.com/search?q=cars+horses+manure+disease

While the nineteenth century American city faced many forms of environmental pollution, none was as all encompassing as that produced by the horse. The most severe problem was that caused by horses defecating and urinating in the streets, but dead animals and noise pollution also produced serious annoyances and even health problems. The normal city horse produced between fifteen and thirty-five pounds of manure a day and about a quart of urine, usually distributed along the course of its route or deposited in the stable. While cities made sporadic attempts to keep the streets clean, the manure was everywhere, along the roadway, heaped in piles or next to stables, or ground up by the traffic and blown about by the wind. In 1818, in an attempt to control the manure nuisance, the New York City Council required that those who gathered and hauled manure, so-called "dirt carting," to be licensed, also restricting aliens to this type of carting activity. Thousands of loads of manure were gathered on special "manure-yards" to undergo a process of "rotting," and "gangs" of men were employed to overturn the manure and to expose it to weathering. In 1866, the Citizen's Association Report on the Sanitary Condition of the City observed that, "The stench arising from these accumulations of filth is intolerable."

Nineteenth century urbanites considered the stench or miasmas produced by the manure piles a serious health hazard, but cleaning was sporadic at best. Manure piles also produced huge numbers of flies, in reality a much more serious vector for infectious diseases such as typhoid fever than odors. By the turn of the century public health officials had largely accepted the bacterial theory of disease and had identified the "queen of the dung-heap" or fly, as a major source. Inventors and city officials devised improved methods of street cleaning and street sweeping became a major urban expense. Increasingly, however, it became obvious that the most effective way to eliminate the "typhoid fly" (so named by L.O. Howard, chief of the Bureau of Entomology of the Department of Agriculture and a leader in the campaign against flies), was to eliminate the horse.




Horses Not The Problem

Nucbuddy,

The problems identified are those of overpopulation, which MUST be addressed in order to fix any significant environmental problems.  The question of which type of transportation is less environmentally destructive in a grossly overpopulated society is meaningless.  Additionally, none of the harms you identified are to wilderness or wildlife.  They are specifically harms to the environment and ecology of human cities.

Of course it's bad to bring too many of any species into an area, and humans are the best example of this by far, as are their factory farms to feed the fanatic meat eaters.  But that doesn't mean that there aren't other methods of transportation, starting with walking and including biking and public transit.  I happen to love horses.  My first horse was my best friend ever.  But horses don't belong in unnatural urban environments and I consider bringing them there to be cruelty.

Horse pollution

Wolverine wrote: none of the harms you identified are to wilderness or wildlife.

Horses emit methane and consume grain, generally grown on farms.


Wolverine wrote: that doesn't mean that there aren't other methods of transportation [...] including [...] public transit.

What benefit could there be in replacing the automobile with public transit?


Wolverine wrote: horses don't belong in unnatural urban environments

Welcome to Manhattan.
blogs.villagevoice.com/runninscared/1339670160_f4ba4e3418.jpg


Wolverine and Overpopulation

Wolverine, I see you rail on overpopulation of the human species a lot.  Now don't take this the wrong way, but you know there's one way you can do your small part on that... Now I most definitely do not mean literally go kill yourself, or anyone else (don't kick me off the internets).  But the point is that everyone loves their life, and loves their kids.  Its not just you and your family.  Who are you to ration who should get that?  

The overpopulation problem, while it may be (I think is) a major problem, is not the result of this evil conspiracy of the nefarious human population.  It's because people have this inconsiderate, but nonetheless understandable and I think eminently reasonable tendency to try and stay alive.  And to procreate.  In fact its the most natural thing about us.  We happen to be better at it than most other species, but I just don't get this extreme anger at the entire human race you put out.  Most people in this world go about their life and have 2 or 3 kids whom they want to love and raise to contribute to this world.  In aggregate this causes problems when you have billions, but who exactly can you fairly be so incensed at over this?

If you're not willing to check out I think you ought to be a bit more understanding of the rest of us that enjoy this life as well.  We're not actually all evil mindless drones in the matrix killing baby seals you know.

Overpopulation Solutions

Max8806,

Why is it that people equate recognizing gross human overpopulation with blaming people for being born?  I don't blame people for being born, but I do blame them for having more than two kids.  There's a huge difference between being born and breeding.  The solution to overpopulation is not for those of us who recognize the problem to kill ourselves; for one thing, the percentage of us is far too small for that to have even a noticeable effect.  I think people who say that are just advocating the killing of those of us who have identified human overpopulation as the huge problem that it is.  The desire to do whatever you want, including having as many kids as you want, is nothing but selfishness, and the effects are environmentally and ecologically disastrous.

The reason for human overpopulation is clear.  People began overpopulating when they discovered agriculture.  Instead of wisely realizing that they should lower their birthrates to accommodate their newfound lower death rates, they continued to breed without limits.  The root cause of this is the human intellect running wild with no control by wisdom or any spiritual connection to the natural world.  This is a major defect in the human mind, and is likely fatal for most life as we know it.

As to how to solve the problem, it's not that hard.  Start with proper sex education at a young age in school that teaches birth control.  Teaching abstinence is fine, but it should only be one method, and all birth control methods should be taught.  Then, make birth control and abortion free and unrestricted everywhere and to everyone.  Finally, implement a strong carrot-and-stick one-child-family program, like the one that has been extremely successful in China.

The Neo Puritanical cult of Energy Anal Rentitives

I'm all for cutting waste.  Consider the 250,000 square miles of the desert in the Southwest that is suitable for solar power development.  Each year, 4500 quadrillion BTU's of solar energy are wasted heating desert sand.  That's 1320 trillion kilowatt hours of power.  In 2004, the US's entire electricity generation from all sources including nuclear and coal was just 4 trillion KWHs.  And that's just the energy wasted in the southwest.  Let's put and end to how wasteful Nature is with energy.

Levity aside, am I missing some essential part of your logic?     Energy in the universe is finite.  Therefore any endeavor utilizing energy is unsustainable?  Hey- I'm for not wasting energy needlessly, but it requires superhuman efforts to forget that the numbers are so enormous and humankind's demand so infinitesimally small that the supply is effectively limitless.

Take this nonsense you wrote about solar- It is only one example.  Sure- the amount of solar radiation hitting the earth is finite.  But do you realize how mind numbingly huge that amount of energy is?  Well, it's 3,850 zettajoules per year.  To give you an idea of the enormity of this number, understand that the entire electrical generation of the earth in a year is about 6 one hundredths of a zettajoule.  Get the picture?  And we haven't even started to use any fraction of that number, and we won't for thousands of years even if we waste several orders of magnitude more energy than what we are wasting today.    

In some future epoch maybe we could make a dent in it, but even if we do, it would be premature to start up a cult of puritanical energy anal rententiveness.  We won't have to wait millenia to figure out how to erect mammoth solar energy collectors in space and send it home.  

So please, spare us the sanctimony that our opportunities for growth and expansion have somehow to come to an end, and that our American bias to always strive to expand the frontiers is somehow in need of exorcism.

JMesserly

I don't understand your point.  Your first paragraph argues that we're wasting a lot of solar energy - OK, fine.  Then your next to last seems to suggest that we've got so much solar that it's OK to waste it, and your last concludes that we don't have to put economics and environmental concern in conflict.

I agree with your conclusion, but don't follow the logic of how you got to it.  It's stupid to waste any fuel - solar, wind, or coal, regardless of how much of it there is.  Proven coal reserves exceed proven oil reserves - but that doesn't mean that the logic for using coal responsibly is weaker than using oil responsibility.  Your numbers with solar (to the extent you are suggesting that they make it OK to be wasteful with solar) would merely be an extension of this logic.

So we don't disagree that we can grow and expand responsibly - indeed, if you read through the rest of my posts you'll find I make this point repeatedly, and specifically through efficiency.  It is well within the realm of possible futures that we could serve current energy needs with ~1/2 of our current primary energy fuel use, even before we start fuel switching.  But so long as we maintain regulatory barriers to energy efficiency, we won't capture that opportunity with all fuels.  Our future is not one that pits fossil-efficiency vs. solar.  It's much worse: it is one that pits fuel-agnostic efficiency vs. stupidity, with the former being the status quo of an electric and environmental regulatory paradigm that explicitly blocks energy efficiency.

A final point on solar - the amount of insolation is indeed huge, but is well in excess of practical limits - and I'm not simply talking about considerations of land & water, nor even of economically viable solar closer to the equator.  Solar seems as big as it is today in part because it is so trivial in the grid mix today.  If we started covering large swathes of real estate with solar panels, we would find competition arising from other competing uses of that real estate.  Ergo, we better make the most of every watt that hits the planet.  Just as we ought to make the most of every other natural resource we have.

Conservation can be wasteful

While I support conservation as a minor component of our energy independence efforts, there is a point where conservation is more wasteful than generation.  Yet I see many fellow environmentalists take it as an article of faith that any energy waste is always a bad choice.  That is a crucial error in conservation dogmatism, to say nothing of the central fallacy that conservation is somehow primary to energy independence/ CO2 free generation policy.

Although I brought up solar as a favorite example, the untapped power resources of ocean and wind (including high altitude) also vastly dwarf our energy demand.  But to return to that particular energy source, I'd like to re-iterate that you are not grasping the magnitude of the power available.  You seem to have the notion that somehow US solar production would need to displace other uses anytime in the foreseeable future.  This is seriously mistaken:

"If we started covering large swathes of real estate with solar panels, we would find competition arising from other competing uses of that real estate."

What uses are you asserting would be displaced for the 250 million acres in Nevada and Arizona deserts now being used to heat sand?  Take a look at the Scientific American article I linked to if you have some doubts about these assertions.  Do the math.  Even if this small fraction of available wasteland were used by low efficiency thin film cells, we would have 40 times the entire electrical capacity of the US.  No Coal, No nukes, no gasoline for cars.  

Sure- there is ridiculous waste in construction today.  If insulation costs 20 cents per watt saved in heating costs, then it is wasteful to spend 50 cents per watt on thin film solar cells in the desert to generate the watt of power.  But what happens when these have been identified and the cost of conserving another watt of heating goes to 80 cents per watt?  

When the cost of conservation is higher than the cost of production, then conservation is more wasteful.   But if you want to beat the prohibitionist drum that it is ever "OK to waste energy", go right ahead.  Let me point out that this activity is in fact an indulgence in puritanical dogma, not sober thinking about energy policy.  

Allow me to pivot from this to make a final observation on the political consequences of this mistaken theme.  Jimmy Carter happens to be one of my heroes, but he erred when he allowed Reagan to take ownership of the theme of infinite American Horizons.  Carter was prescient that we were running up against some hard limits, but if like him we present that as the central message, then we run a campaign not against Reagan or whomever the republican is, but against fundamental American cultural themes such as Manifest Destiny and infinite horizons that are burned into the national psyche.  Ignoring the substantial force of these thmes at your extreme political peril.  If you want to swing the center, you can't fall into the trap Carter fell into.


correction

Corretion to the previous post- I meant to write- 250 thousand square miles, not 250 million acres in Nevada and Arizona.  This is the utilizable desert area figure given in the Scientific American article.  My apologies for the error.
 

JMesserly

I think we're saying the same thing, but making assumptions about what the other meant.  Of the three choices detailed at the top of my post, most of our energy/environmental policy debate ends up being a fight between the first two.  Jimmy Carter vs. Dick Cheney if you want to pick two convenient stereotypes, with the former saying "you don't have to be so wasteful.  Simplify your life" and the latter saying "we'll always discover another fuel.  Burn baby, burn".  The former camp has - as you note - been easy to parody politically as intrinsically pessimistic Malthusians, for better or worse.  The latter meanwhile has been able to promulgate a What, Me Worry policy with a weird mix of techno-philes and vested status quo interests.  

And if that's the only debate we ever have, we're sunk.  My point is that there is a third option - enhancing the conversion of raw energy to useful stuff - that wins on both fronts, but is under-developed as a policy.  This isn't simply conservation, nor simply end-use efficiency.  It's the whole chain, from resource extraction through conversion.  (An example: the electric industry spends some $3 billion/year on end-use efficiency.  Nothing to sneeze at - but they spend $30 billion/year on fuel, and haven't done anything to increase the efficiency of their conversion, even as they support conservation by their customers.)  

Note also that if we frame in the traditional way, we do have the debate you allude to between traditional fuels and renewables and/or conservation.  But if we take the third framing - which is where all the biggest opportunities are - we get everyone on the same team - after all, everyone (except those who get paid per ton of raw fuel extracted) wins with higher conversion efficiency.

I don't think we fundamentally disagree though about goals or needs.  My point is simply that it's not productive to start a conversation about energy or environmental policy by focusing on fuel.  The first step has to be efficiency.

Two other things

  1. I'm not suggesting that there isn't a lot of energy available from the sun, nor do I dispute the Scientific American numbers.  My point is that any fuel path has externalities which only become evident once that fuel path reaches a certain level of scale.  The environmental consequences of petroleum were insignificant when the industry was limited to a hobby in western Pennsylvania.  Coal soot was seen simply as a price of progress before we started lowering the average altitude of Appalachia.  We've started to see this with wind, which has - in a relatively rapid time frame - gone from being something done by noble Dutchmen for years, which we should learn from into a more nuanced discussion about transmission access, coastal views and bat fatalities.  I'm not suggesting these consequences are on the same order as Nigerian oil riots of course, but simply pointing out that there is a political limit on any fuel path that only becomes relevant once it reaches a certain scale.  Solar as the luxury (and the curse) of being too small to matter right now.  But if you start a path of covering huge swathes of land with PV - and running the wires to connect them to the grid - you will run into those political limits long before you run into technical limits.  Therefore, anything we can do to minimize the footprint of solar per unit of useful, delivered electricity gives us more headroom going forward.

  2. We should not lose sight of the fact that ultimately, we cannot drive fossil energy to zero - and therefore, the efficiency there is critical as well.  From steel to silicon to rubber, there are a host of industrial products that need carbon and/or the high temperatures innate to fossil fuel combustion.   Those manufacturing industries have a massive opportunity to lower their Btu use per unit of production which it behooves us to capture.


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