What is the counter to this article:
https://www.forbes.com/sites/michaelshellenberger/2019/09/05...
What is the counter to this article:
https://www.forbes.com/sites/michaelshellenberger/2019/09/05...
Here's what Germany did: They invested a vast amount in local renewables, at above market prices, that had the effect of dramatically driving down the global price of wind and solar. Because they radically expanded production capacity. Effectively, Germany gave the world a 'gift'!
This had the long-term affect of dramatically increasing global solar + wind deployments (b/c prices fell) and transferring a huge economic boom to China, who actually made the solar panels and who's government subsidized production.
Unfortunately, for domestics political reasons, Germany also shut down their nuclear plants and kept burning coal. So their total CO2 emissions have been roughly constant and about 10x higher, per person, than France or Sweden.
The article is correct in that vastly more electrical transmission is needed to effectively integrate renewables. The article is misleading in describing price spikes. Yes, there are 2-45 days a year of price spikes for a few hours, but on average price is lower b/c of renewables outside of Germany. (Again, Germany did everyone the favor of buying renewables before they were economic.) Texas average prices are some of the lowest in the world. CA wholesale power prices are very low globally, while retail prices are sky high b/c PG&E is a monopoly combined with an inadvertent domestic terrorist organization.
Something the article only eludes to, the energy transition covers many more areas than just power production. Germany has done a bad job in both transportation and building emissions. They're overly reliant on Russian natural gas for heating and have been slow to embrace electric cars (VW is doing 'ok' but not great). Both issues are separate to renewables but major failings of German policy to either reduce emissions or increase energy security.
Overall, the German investment in renewables electricity production is a massive success and global gift. Completely underrecognized. Everything else sits in the category between "failure" and "didn't even try."
https://en.wikipedia.org/wiki/Growth_of_photovoltaics
It looks like Europe as a whole is only a fraction of global spending from 2012 onwards. Germany is only a part of that.
How do you discount the counterfactual that Solar power costs were going down anyway as there was global demand anyway for solar panels at reasonable scale?
Also, do you have any reference for anyone at the start of the Energiewende saying that the aim was to reduce the cost of solar power rather than reduce emissions?
It seems that the goals are being shifted to avoid people looking at Germany spending hundreds of billions of dollars and, as you point out, achieving a result that is substantially worse than that of France, that did something similar in the 1970s with different technology.
When I look at the "Worldwide growth of photovoltaics" plot at the top of the page you linked, I see the "Green" (European) color dominate from 2008-2013 (maybe 80%+ of installs). Germany purchases, peaking in 2011, where in the heart of when solar price declines occurred. By the same chart, deployments in the rest of the world explode post 2014, after the big price declines.
Here's an article from 2011 (concurrent with German deployments) showing the immense price falls at that time: https://rameznaam.com/2011/03/17/expis-moores-law-really-a-f...
Yes, there's a huge 'chicken' v 'egg' question here: deployment vs. price declines from tech learning rates. Someone had to kick-start this process by for huge deployments when it was uneconomical, to then drive scaling in production. Germany footed the bill. Global deployments then soured after those purchases and price declines.
Perhaps someone else would have done this later, but I don't really care about the historical counterfactual, I care about who's balance sheet the uneconomic debt, to kickstart the virtuous cycle, sits on. So I credit Germany.
Yes, I am attributing a success to the Energiewende that was not part of the initial plan. But I do think it's an important success. Here's reference: https://xenetwork.org/ets/episodes/episode-4-energiewende/
My understanding of the Energiewende, is that it was never focused on climate. Rather is was a plan to create economic energy independence at a time of very high and rising oil prices (e.g. 2008-2014).
So from 2020, the plan looks like a failure b/c 1) the twin tech. breakthroughs of low priced renewables and fracking have "slayed" the monster of rising high hydrocarbon prices 2) we now view climate change as a far bigger issue. If energy prices had stayed high, I think we'd view the Energiewende as achieving it's stated goals. The situation has changed.
Though, I'll be the first person to say the CO2 goals of the energy transition are more important than what the Energiewende focused on.
Then, once PV prices were cheap, the rest of the world bought a ton of cheap PV capacity.
Now, this doesn't prove that the reduction in price was caused by European PV spending, but the data certainly is strongly compatible with that claim.
I don’t have a sense of Germany’s impact in this space as I haven’t kept abreast of their investment nor about the specifics of renewable investments more broadly.
[1] https://grist.org/energy/obamas-recovery-act-breathed-life-i...
That massively raised the electricity prices, resulting in the world's costliest electricity.
Around 24% (!) of the German electricity price is a Renewable Surcharge[1]. With a >$350 billion/year power industry revenue it is easy to see that Germany's contribution to kickstart large scale solar and wind power generation can hardly be overstated.
[1] https://en.m.wikipedia.org/wiki/Electricity_sector_in_German...
Thank you Germany!
[0]: https://en.m.wikipedia.org/wiki/German_Renewable_Energy_Sour...
What "inadvertent domestic terrorist organization"? BTW, PG&E prices are set by California government.
https://www.nytimes.com/interactive/2019/03/18/business/pge-...
And everyone else who tries it will do better because Germans ate the costs?
Yes on both your points. Sadly, German industry didn't get the benefit. Which makes it harder to convince the country to do stuff like this again.
Very different from Tesla, where a bunch of silicon valley people ate the cost (e.g. VCs, roadster, 2012 model-S) and then many benefitted as they own stock.
You can't be an inadvertent terrorist organization. Not everyone who is responsible for multiple lethal felonies is a terrorist.
Yet, PG&E 1) kills innocent people 2) demands more money from the population it kills 3) is unable to stop killing people 4) covers up their malfeasance in court 5) repeatedly sets my state on fire.
Agreed that PG&E is "responsible for multiple lethal felonies."
But, in your comment, I'll note you only identified the problem instead of proposed a solution! So what English language phrase do you suggest to describe the above behavior?
Does 'Functionally equivalent to a violent Mafioso organization that doesn't actually want to kill but does wants all your money and can't stop killing you?' satisfy your standards for the use of the English language? I reserve the right to be hyperbolic in my frustration as long as PG&E keeps this up.
Politely, I ask you to resolve the problem you identified. As by the use of the word 'inadvertent', I demonstrated that I know the definition in my initial comment :)
Finally, does "Substantially more evil than Comcast" work here?
That said, Germany's investments are clearly a failure, IF you go by the desired carbon reduction goals for 2020-2030.
I also don't know anyone who genuinely believes any of those carbon goals are feasible, or that we have high odds of hitting them... but that might just be that I tend to have cynical friends.
But ... https://en.wikipedia.org/wiki/Tragedy_of_the_commons
I put my money on the world failing horribly and plan accordingly.
I plan to visit the Great Barrier Reef now, while it is living.
Operating temperatures for outdoor mechanicals. For me, small aircon, cars. But big building infrastructure, factories, farmers etc buying and building for the future will have to expand their operational parameters, if only slowly and only a comparatively small amount.
Highly underrated though is more energy in the system will mean more extreme weather events more often.
Floods, heat waves, hail storms, but also with large shifting air cycles it often surprises people to realise that blizzards or cold snaps will happen differently too. They may be "warmer" but with faster moving air they will travel more to areas that didn't experience them. Or they may be colder as the air travels faster carrying air from the poles. Weather is not an easy thing to predict. But I think it will be even less predictable.
In the US it may mean that hurricanes or tornados are a thing more often. Here in Australia Queensland will get hit more often. Insurance premiums will adjust accordingly.
I suspect international migration will also be a thing. People moving away from the equator and to the poles more.
TL;DR: Plan for slightly more hot, windy and extreme weather events. :-P
NB: rereading this almost casts a picture of drastic disasters every day. But I want to clarify that it will be incrementally more than now over time and only a bit more by the end of my lifetime. But who wants "a bit more" hurricanes in their life? And where does it stop for the future?
PS: maybe this question should be asked of an insurance company quant?
basically mckinsey study is not against green energy, it's more of a "politics do way too less" i.e. mckinsey analyzes the co2 targets for germany and it critizes it for doing way too less and having unrealistic expectations. news article basically love such studies besides that the studies in question want to show that we need to do even more.
tbf between '19 and '20 we atleast reduced lots of lignite/hard coal in favor of wind (onshore) but 2019 (year of the article) it was really really bad for renweable in germany, we actually only talked about green energy, but internally we were really dirty... but we are still behind norway, sweden, denmark and lots of other countries.