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Saudi Arabia’s Minister of Energy Prince Abdulaziz bin Salman Al-Saud speaks via video link during a virtual emergency meeting of OPEC and non-OPEC countries, following the outbreak of the coronavirus disease (COVID-19), in Riyadh, Saudi Arabia April 9, 2020.
Saudi Press Agency | Reuters

Forgive senior Saudi officials for their head-scratching in response to the simultaneous and contradictory demands from the Biden administration that Riyadh’s royals pump more oil into the world economy while reducing carbon emissions.

In my travels over the last two weeks — first to Riyadh to hear Minister of Energy Prince Abdulaziz bin Salman commit Saudi Arabia to net-zero by 2060, and then to Glasgow for the 2021 United Nations Climate Change conference – you could feel the reverberations from the first energy price shock of the green era.

The domestic and international politics of rising energy prices, with the cost of a basket of fossil fuels having doubled since last May and with blackouts in China and India, are colliding with the longer-term certainty that global leaders must more effectively address the dangers of a warming world.

I returned home this weekend to Washington with three convictions:

  • First, what the world is experiencing is more energy transition than energy revolution. The shift from fossil fuels to renewables will take years, and the only way to accelerate it is more technology breakthroughs, such as battery storage; more global policy changes, such as a carbon tax; and even greater investments in renewables.
  • Second, we’re all going to hear the term “climate change adaptation” more because “climate change mitigation” is going to take a lot longer than the purists would wish. The difference is that mitigation tackles the root causes of climate change while adaptation manages its negative effects. Where mitigation strategies fail or move too slowly, adaptation strategies can society more “climate-resilient” and, in some communities, be a matter of survival from the impacts of heatwaves to rising seas.
  • Third, international and domestic politics will shape the energy future as certainly as will new technologies and changing climate realities. Countries like China, Russia and India are either unwilling or unable to transition faster to renewables. The U.S. will need to weigh its human rights demands on China against its desire to win climate concessions. In democracies around the world, voters will demand affordable and reliable energy – even as their leaders struggle to meet net zero commitments.

The painful lesson of the past few weeks is that you can’t take fossil fuel supply off the market when energy demand is rising, and the renewable replacements aren’t yet sufficient.

“The world has sleepwalked into the supply crunch,” said Sultan Ahmed al Jaber, special envoy for climate change of the United Arab Emirates, in Riyadh. His country was ahead of all other oil-producing states in setting a net-zero target for 2050. Despite that, he said, “A transition means a transition. It takes time.”

Minister al Jaber says the lesson he draws from the current energy scare is that even as the world rushes toward renewables and decarbonization, the reality is that fossil fuels remain 80 percent of the energy mix and some 60 percent comes from oil and gas alone, which he calls “the spinal cord of our ability to meet the global energy requirements of the future.”  

What the Economist has called the energy “panic” has “exposed deeper problems as the world shifts to a cleaner energy system, including inadequate investment in renewables and some transition fossil rules, rising geopolitical risks and flimsy safety buffers in power markets. Without rapid reforms, there will be more energy crises and, perhaps, a popular revolt against climate policies.”

On climate adaptation versus mitigation, the UN Environment Program this month published a report that concluded that the growth in climate impact is far outpacing efforts to adapt, a reality that hits developing countries hardest.

The report says developing countries need five to 10 times more funding than they’ve got to manage climate impacts, or about $200 billion per year. Yet in 2019, only $20 billion of the climate-related financing from developed to developing countries, or about a quarter of the total, went to adaptation projects.

Such projects range from making infrastructure more resilient to extreme weather to making agricultural methods more resistant to drought, from developing better early-warning systems for storms to better cooling measures against extreme heat.

The Atlantic Council has taken on the myriad ways of mitigating climate change and slowing the rise of global temperatures through the cutting-edge work of its Global Energy Center.

At the same time, the Council’s Arsht-Rockefeller Foundation Resilience Center has been a world leader on questions of climate adaptation. One of its most significant recent initiatives has been to inspire cities and communities around the world to name Chief Heat Officers and name heat waves to address the danger.

Miami-Dade County in Florida, for example, moved to hire Jane Gilbert as its first CHO, which has now been followed by Athens, Greece; Freetown, South Africa; and Phoenix.

Gilbert told Axios that her heat office will be “data-driven” and “look at the best possible solutions out there for managing heat.” She noted that applying a special coating to pavement can have a 10–12-degree cooling impact.

If you think that doesn’t matter, consider this. A study by the University of Washington reported that extreme heat contributed to the deaths of some 12,000 individuals in the U.S. each year in the decade to 2020. By 2100, that toll could reach some 100,000 annually.

Irrespective of temperature readings, the heat of geopolitics and domestic politics will persist. Chinese President Xi Jinping and Russian President Vladimir Putin were no shows in Glasgow this week, a fact U.S. President Joe Biden drove home.

“It just is a gigantic issue and they walked away,” Biden told journalists before flying home from Glasgow. “How do you do that and claim to be able to have any leadership?”

At the same time, President Biden’s own advisers know that how he handles energy prices, and the resulting inflation, might shape his and his Democratic party’s future more than his climate policies or his Afghan travails.

Whether in the Saudi desert or the Scottish highlands, the reality is that the fossil fuel advocates and the climate Utopians must find a middle ground. The enormity of the climate danger demands an energy transition, but it won’t be achieved without oil and gas, without huge investments in climate adaptation, and without the messy, inescapable realities of global and local politics.

Frederick Kempe is the President and Chief Executive Officer of the Atlantic Council.

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European wind stocks tumble after Trump says he will stop new turbine construction

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European wind stocks tumble after Trump says he will stop new turbine construction

A Vestas wind turbine near Baekmarksbro in Jutland. 

Afp | Getty Images

European wind power stocks tumbled Wednesday after President-elect Donald Trump said he would prevent the construction of new turbines.

“We’re going to try and have a policy where no windmills are being built,” Trump told reporters at a press conference at his Mar-a-Lago home in Florida on Tuesday afternoon.

The Danish wind turbine manufacturer Vestas Wind Systems and Danish wind developer Orsted fell about 7% Wednesday in the wake of Trump’s remarks.

The president-elect went on a lengthy attack against wind turbines during yesterday’s press conference, arguing that they are too expensive, require subsidies and lack public support.

Trump’s opposition to wind power creates further challenges for an industry that has already struggled in the face of high interest rates that have raised the cost of developing new projects more expensive. In late 2023, for example, Orsted took a $4 billion writedown and canceled two offshore wind projects off the coast of New Jersey.

Still, wind power has expanded in the U.S., growing from 2.4 gigawatts in 2000 to 150 gigawatts by April 2024, according to data from the Energy Information Administration. Electricity generation from wind hit a record in April 2024 and beat generation from coal-fired plants, according to EIA data.

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New DOE report finds 90% of wind turbine materials are recyclable

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New DOE report finds 90% of wind turbine materials are recyclable

The US Department of Energy (DOE) has released an encouraging new report revealing that 90% of wind turbine materials are already recyclable using existing infrastructure, but tackling the remaining 10% needs innovation.

That’s why the Biden administration’s Bipartisan Infrastructure Law has allocated over $20 million to develop technologies that address these challenges.

Why this matters

The wind energy industry is growing rapidly, but questions about what happens to turbines at the end of their life are critical. Recyclable wind turbines means not only less waste but also a more affordable and sustainable energy future.

According to Jeff Marootian, principal deputy assistant secretary for the Office of Energy Efficiency and Renewable Energy, “The US already has the ability to recycle most wind turbine materials, so achieving a fully sustainable domestic wind energy industry is well within reach.”

The report, titled, “Recycling Wind Energy Systems in the United States Part 1: Providing a Baseline for America’s Wind Energy Recycling Infrastructure for Wind Turbines and Systems,” identifies short-, medium-, and long-term research, development, and demonstration priorities along the life cycle of wind turbines. Developed by researchers at the National Renewable Energy Laboratory, with help from Oak Ridge and Sandia National Laboratories, the findings aim to guide future investments and technological innovations.

What’s easily recyclable and what’s not

The bulk of a wind turbine – towers, foundations, and steel-based drivetrain components – is relatively easy to recycle. However, components like blades, generators, and nacelle covers are tougher to process.

Blades, for instance, are often made from hard-to-recycle materials like thermoset resins, but switching to recyclable thermoplastics could be a game changer. Innovations like chemical dissolution and pyrolysis could make blade recycling more viable in the near future.

Critical materials like nickel, cobalt, and zinc used in generators and power electronics are particularly important to recover.

Key strategies for a circular economy

To make the wind energy sector fully sustainable, the DOE report emphasizes the adoption of measures such as:

  • Better decommissioning practices – Improving how turbine materials are collected and sorted at the end of their life cycle.
  • Strategic recycling sites – Locating recycling facilities closer to where turbines are decommissioned to reduce costs and emissions.
  • Advanced material substitution – Using recyclable and affordable materials in manufacturing.
  • Optimized material recovery Developing methods to make recovered materials usable in second-life applications.

Looking ahead

The DOE’s research also underscores the importance of regional factors, such as the availability of skilled workers and transportation logistics, in building a cost-effective recycling infrastructure. As the US continues to expand its wind energy capacity, these findings provide a roadmap for minimizing waste and maximizing sustainability.

More information about the $20 million in funding available through the Wind Turbine Technology Recycling Funding Opportunity can be found here. Submission deadline is February 11.

Read more: The California grid ran on 100% renewables with no blackouts or cost rises for a record 98 days


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Mazda finally reveals plans to build its first dedicated EV: Here’s what we know so far

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Mazda finally reveals plans to build its first dedicated EV: Here's what we know so far

Mazda is finally stepping up with plans to build its first dedicated EV. The upcoming Mazda EV will be made in Japan and based on a new in-house platform. Here’s what we know about it so far.

The first dedicated Mazda EV is coming soon

Although Mazda isn’t the first brand that comes to mind when you think of electric vehicles, the Japanese automaker is finally taking a step in the right direction.

Mazda revealed on Monday that it plans to build a new module pack plant in Japan for cylindrical lithium-ion battery cells.

The new plant will use Panasonic Energy’s battery cells to produce modules and EV battery packs. Mazda plans to have up to 10 GWh of annual capacity at the facility. The battery packs will power Mazda’s first dedicated EV, which will also be built in Japan using a new electric vehicle platform.

Mazda said it’s “steadily preparing for electrification technologies” under its 2030 Management Plan. The strategy calls for a three-phase approach through 2030.

The first phase calls for using its existing technology. In the second stage, Mazda will introduce a new hybrid system and EV-dedicated vehicles in China.

Mazda-first-dedicted-EV
Mazda EZ-6 electric sedan (Source: Changan Mazda)

The third and final phase calls for “the full-fledged launch” of EVs and battery production. By 2030, Mazda expects EVs to account for 25% to 40% of global sales.

Mazda launched the EZ-6, an electric sedan, in China last October. It starts at 139,800 yuan, or around $19,200, and is made by its Chinese joint venture, Changan Mazda.

Mazda-first-dedicted-EV
Mazda EZ-6 electric sedan (Source: Changan Mazda)

Based on Changan’s hybrid platform, the electric sedan is offered in EV and extended-range (EREV) options. The all-electric model gets up to 600 km (372 miles) CLTC range with fast charging (30% to 80%) in 15 minutes.

At 4,921 mm long, 1,890 mm wide, and 1,485 mm tall with a wheelbase of 2,895 mm, Mazda’s EZ-6 is about the size of a Tesla Model 3 (4,720 mm long, 1,922 mm wide, and 1,441 mm tall with a 2,875 mm wheelbase).

Mazda-first-dedicted-EV-interior
Mazda EZ-6 interior (Source: Changan Mazda)

Inside, the electric sedan features a modern setup with a 14.6″ infotainment, a 10.1″ driver display screen, and a 50″ AR head-up display. It also includes zero-gravity reclining seats and smart features like voice control.

The EZ-6 is already off to a hot sales start, with 2,445 models sold in November. According to Changan Mazda, the new EV was one of the top three mid-size new energy vehicle (NEV) sedans of joint ventures sold in China in its first month listed.

Will Mazda’s first dedicated EV look like the EZ-6? We will find out with Mazda aiming to launch the first EV models on its new in-house platform in 2027. Stay tuned for more.

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