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China must stop its coal industry [Noah Smith, Noahpinion]

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  • China is the world’s chief emitter of carbon dioxide, dwarfing the U.S.
  • China is rapidly transitioning to renewables, building more solar in one year than all the solar installed in the U.S.
  • China is still the world’s coal superpower and coal consumption is expected to continue increasing for at least 3 years
  • The coal industry is politically very powerful in China, with coal companies, provincial governments, and industry workers all relying on it for income and jobs
  • The U.S. may be able to help China transition away from coal by making solar cheaper, cutting a deal to reduce oil use, or by imposing carbon tariffs
  • Leaving coal in the ground provides a form of insurance against future collapses of civilization

Published February 17, 2023
Visit Noahpinion to read Noah Smith’s original post China must stop its coal industry

Repost: Why I’m so excited about solar and batteries [Noah Smith, Noahpinion]

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• Solar and battery technology is revolutionizing the energy landscape, making renewable energy cheaper than ever before.
• The productivity slowdown of the 1970s was likely caused by expensive energy, as oil prices rose and no better energy sources were available.
• IT innovation has driven some productivity growth, but not enough to replace the energy stagnation.
• Solar and battery technology is driving a new technological revolution, with costs continuing to decline.
• Cheap energy has the potential to drive productivity growth, enabling a variety of benefits such as desalination, improved home appliances, more efficient construction, and electric transportation.
• Cheap energy could also reduce inequality, if the productivity gains are shared equally.

Published February 7, 2023
Visit Noahpinion to read Noah Smith’s original post Repost: Why I’m so excited about solar and batteries

America needs more Class VI wells [Matthew Yglesias, Slow Boring]

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• Public support for action on climate change is broad, but people are disinclined to be personally inconvenienced for the sake of the issue.
• Even if progressive jurisdictions ban new natural gas hookups, people will still be buying new gas appliances 15-20 years from now and those appliances will still be running 30-40 years from now.
• California is planning to ban the sale of new internal combustion engine cars in 2035, but ICE cars will still be on the road in 2050.
• Carbon capture technology exists at a small scale, but it is too expensive to solve the huge problems.
• The Inflation Reduction Act created financial incentives to deploy carbon capture technology, but the EPA needs to move on licensing Class VI wells or creating more state primacy deals.
• Carbon capture has been controversial for years in the environmental community, but it is important to keep in mind that lower-income Democrats were very upset about rising energy costs last year.
• Carbon capture could be used to make natural gas + carbon capture a cost-effective means of generating zero-carbon electricity.
• There is no perfect way to make electricity, and all energy sources have their own costs and benefits.
• Solar and wind power are not necessarily more virtuous than other sources such as carbon capture, nuclear, and geothermal.
• To make renewables work at a large scale, we need to build lots more transmission lines, batteries, and lithium mines.
• Even if we had an all-renewables grid, we would still need solutions for agriculture, industry, aviation, and maritime shipping.
• Carbon capture may be the solution to these problems, but we need to have the infrastructure in place to take advantage of it.ement on nature.

Published January 19, 2023
Visit Slow Boring to read Matthew Yglesias’s original post America needs more Class VI wells

Where in the World: Quartzite and Greentech [Peter Zeihan, Zeihan on Geopolitics]

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  • Green Tech solar and wind are heralded as a cure-all, however the process of producing PV cells is extraordinarily damaging to the environment.
  • Silicon, which is used to produce PV cells, is mined and refined with a blast furnace, often powered by coal, making the carbon footprint of the production process extreme.
  • Solar panels are not effective in most cities due to lack of sun, needing to run five times as long to make up for the carbon debt.
  • Wind turbines are a better option; they are non-toxic to manufacture, often created with carbon fiber and aluminum, and can be situated in places that make sense.
  • Wind power is more reliable, reaching higher speeds and able to be used for base load capacity, while solar power is intermittent and cannot be used for peak demand.
  • If solar is not used in the right location, it can become part of the environmental problem instead of the solution.

YouTube: https://www.youtube.com/watch?v=-LV-D9mKoig – December 21, 2022

Website: https://zeihan.com/where-in-the-world-quartzite-and-greentech/

The big NEPA roundup [Noah Smith, Noahpinion]

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  • NEPA is a procedural requirement for any project with federal involvement to do an environmental impact review before starting construction.
  • NEPA reviews often take several years to complete and can be used as a weapon by activist groups to delay or cancel projects they don’t like.
  • Op-eds have argued that NEPA allows excessive community input and is un-democratic, and that progressives are doing themselves a disservice by opposing Joe Manchin’s proposed permitting reforms.
  • Abolishing NEPA and replacing it with other procedures for enforcing environmental law has been suggested, though no guidance has been given on how to do that.
  • NEPA is a federal law that requires environmental reviews for certain projects, but it often delays projects that would improve environmental quality.
  • Think tanks have proposed various reforms to NEPA, such as extending favorable treatment to renewable energy projects, limiting judicial review, and creating special “corridors” with reduced permitting requirements.
  • Defenders of NEPA argue that it is necessary to protect the environment, and that delays are often due to other environmental regulations or lack of bureaucratic capacity.
  • They also suggest that NEPA can be a tool for speeding up decisions by coordinating information sharing between agencies.
  • NEPA is seen as a major obstacle to rapid deep decarbonization of the US economy.
  • Reforms to NEPA have been proposed, such as increasing agency staffing, using programmatic Environmental Impact Statements, allowing more renewable projects to use Environment Assessments and Categorical Exclusions, imposing time limits on some NEPA reviews, and requiring agencies to consider the positive environmental effects of a construction project.
  • James W. Coleman suggests that Congress should step in to restore a balance between making reviews more predictable and timelier while maintaining their rigor, and that energy projects should receive expedited review in the D.C. Circuit, with permits eventually being immunized from invalidation under NEPA if they are forced to wait an unreasonable length of time.

Click HERE for original. Published December 9, 2022

The dream of bringing back Bell Labs [Noah Smith, Noahpinion]

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  • Bell Labs was a famous corporate lab in the mid 20th century that was responsible for many breakthrough discoveries.
  • The rise of university research and the decline of corporate labs has changed the way America innovates.
  • There are attractive features of big corporate labs that the new innovation supply chain might lack, such as multi-disciplinary research and focus on general-purpose technologies.
  • A national electrical utility, Energy Bell, could potentially be a way to bring back something akin to the old Bell Labs.
  • The university-DARPA-startup innovation system is likely here to stay, and should be focused on making it more efficient, purposeful, and well-integrated.

Click HERE for original. Published December 8, 2022

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