The case for energy optimism
syncretica.substack.com
syncretica.substack.com
1. Walkable, mixed-use neighborhoods.
2. Passive solar design.
We have created a world highly dependent on various energy inputs. It has gone a long way towards killing off walking, cycling and vernacular architecture (where passive solar is a historic default).
Those technologies still exist. They can be brought back into more mainstream use.
They aren't relevant to the problems of making steel or non-ferrous metals or cement or plastics, or to the problems of shipping things around over long distances. Which we cannot avoid, while maintaining a high-tech civilisation.
This does not matter if it's one Potemkin village but it matters on the level of states and can be seen in statistics like https://en.wikipedia.org/wiki/List_of_countries_by_energy_co... where probably every EU country is much lower than the US, for example.
If you make walk-able, mixed-use neighborhoods there is no guarantee people will use them.
In contrast, I bike over 1000 miles a year and walk several times a week. Yet I am not in a walk-able mixed use neighborhood nor have any interest in living in one.
Go democracy!
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Sorry for the sarcasm. I'm more and more leaning towards libertarianism nowadays.
Taxes are the price of civilization, we just need to be better about using them.
I was hoping that my phrasing made it obvious that I don't believe in the most extreme interpretation of that slogan. But I do believe there's truth in it.
Back to the infrastructure cost problem. I painted an insidious picture. Of course suburbanites are not mustache-twirling villains. They're just asking the government to maintain the infrastructure they use.
The problem is they're not willing to (vote for politicians who make them) pay for the true cost. When the cost is borne by other people, how is this not robbery with majority votes (and thus state power)?
https://www.youtube.com/watch?v=KkO-DttA9ew
> ...look at the map of his election victory. This was the suburbs politically dominating the will of old Toronto.
> ...because he advocated for more cars, he had the support of Toronto's suburbs. In other words he fed the addiction.
To quote George Bernard Shaw, "A government which robs Peter to pay Paul can always depend on the support of Paul."
I don't know about that. I'm living in London right now, and I'd hate to have a car. It would mean need a parking space all the time for it, for something I wouldn't use most days because almost everything I need say-to-day is a 10 min walk away, and if it isn't then it's a quick bus or tube ride away.
> If you make walk-able, mixed-use neighborhoods there is no guarantee people will use them.
This isn't supported by the evidence. We see huge increases in the numbers of people walking and cycling when the infrastructure is adjusted to support them.
But is it serving as a car replacement for those people? I'd wager not due to a variety of factors. But I'd be curious if there was evidence it was for any significant percentage of them.
But how car centric different places are varies. Even if you only compare places with similar income levels to each other.
Hard to believe that we almost got Glasgow style inner city motorways:
https://www.gcat.org.uk/blog/?p=682
NB I lived in the centre of Edinburgh for over 30 years before moving across to Fife and commuting in by train - which is generally a pretty pleasant experience.
Edit: I very rarely drive into Edinburgh - its generally a nightmare.
Just providing it has a huge impact on a lot of "maybe" people and I think practice proofs this is not backwards thought at all. Not guaranteed, but a huge impact on most, nothing is binary as always.
> In contrast, I bike over 1000 miles a year and walk several times a week. Yet I am not in a walk-able mixed use neighborhood nor have any interest in living in one.
So really like to know, why is that. I can only imagine you are living rural, and now wouldn't understand why anyone living in a dense city would want to have it different.
Basically it would not provide much value to me as I'd still use a car all the time.
Plenty of evidence exists in 2022. Book a flight to Paris, Barcelona, Berlin, Milano ,Casablanca, Tunis …
I don’t know Asia or South america but I’m sure you can find some example running in production right now.
It’s just faster with public transportation or biking; or it’s so close that you walk there.
Also: parking is a nightmare that will add 10 to 30 min to your travel time. ( or make it even more expensive)
But your stats are great, I would be curious to find the same for Paris. To check my completely anecdotal assumption.
Edit:
- Paris 0,27 car / inhabitants
- Amsterdam (0,24)
- 0,33 : Bruxelles
- 0.35 : Berlin
- 0,36 : Madrid
- 0,41 :Barcelona
- 0.87 : Phœnix, AZ
You do realize that, statistically, you are a MASSIVE outlier - right?
> If you make walk-able, mixed-use neighborhoods there is no guarantee people will use them.
Statistics disagree here. Look up walking commute rates in walkable neighborhoods vs random suburbs. Look at vehicle ownership rates. Look at gasoline sales per capita, etc, etc.
> I propose that cars were made because people are lazy (or, in reality, have no time in this dual income era we live in - walking takes a lot of time, even if it is very enjoyable).
What's been proven is that people have set limits for how long they are willing to commute. If cars could drive 2x as fast, people who are willing to commute by car would live farther away from work. Ditto for train riders, bikers, or walkers.
The goal is to shrink the distance people who DON'T want to own a car have to live from work by building more housing and making nearby neighborhoods more walkable and bikable.
Many people in cities would rather not drive if the option was realistic.
Many people in America LOVE their cars, and will go to their grave defending car culture. But many people who drive cars do so out of necessity and would rather not.
I visit dense cities all the time and have friends that live in them. Even though they are walk-able, we are always driving across the city to visit that one shop, restaurant or park.
The vast majority of Madrid and Paris and Berlin are walkable. Sure, there are expensive neighborhoods. But most people can afford to live in walkable areas of pretty much everywhere beside London, some Asian outliers, & anywhere in the US.
> People think you can’t throw GPUs at solving an energy shock but in the medium term you really can if those GPUs are used by civil and chemical engineers and not to mine shitcoins.
I suspect 1 is usually missing because the obvious conclusion is that excess (and increasing) production capacities will mean people have more choices regarding their lifestyles. If you want walkable, go for it!
Also I would say passive solar design is only one part (and seemingly becoming less important) of Passivhaus way of building. Why not include all energy efficiency improvements?
If the issue is the European energy market over the next six months or so, then at least quantify all the possible inputs more systematically. There's LNG tankers coming from the USA, there's whatever Eastern European pipeline capacity, there's Middle East and North Africa production of crude oil, there's the issue of whether crude oil is being imported to be refined, or refined products, etc. France's nuclear output potential is uncertain at best over the next six months. In addition, a rough calculation of the total input of wind and solar over the next six months would also be part of the picture.
Jumping from there into lithium battery production for vehicles doesn't make much sense (and note there are many other storage technologies for feeding solar/wind into the grid in a controlled steady manner that don't have the small volume footpring that lithium provides).
I interpret it as follows:-
"I have been reading a lot of thinkpieces by (non-technical, political) people who 1) don't understand the difference between a stock and a flow, so equate a billion dollars spent on making lithium batteries (which last 20 years) with a billion dollars spent on pumping oil, which lasts days[1]; and 2) don't understand the trends in PV/wind/battery prices and think that we are doomed to expensive energy forever, rather than the likely situation of imminent massive electricity overproduction."
"Those people are wrong, and extrapolating from Europe's gas shortage to a global crisis is wrong even in the short term."
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1. We saw a lot of this stock/flow confusion (or capital/consumable confusion) with Falcon 9 reusability. Lots of people thought space companies were all about rockets: they didn't understand that those companies don't sell rockets; they sell launches to orbit. Some people still don't get this.
> An extremely dull future awaits of energy flows being largely local or in grids where the best meteorologists and machine learning engineers rake the table.
One thing I'm not sure about -- do we actually have enough lithium to sustain ~ the current price at much higher consumption levels?
Also, lithium, like most alkaline metals, is pretty easy to extract and recycle. Batteries are not yet built for easy recycling though [2]; I can expect this to change as the scale grows.
[1]: https://www.nsenergybusiness.com/features/six-largest-lithiu...
[2]: https://arstechnica.com/science/2022/04/lithium-costs-a-lot-...
For those that doubt it's possible to collect spent batteries; recycling rates for lead acid car batteries is already 99%. They virtually never end up in landfills.
The sources you link total ~65m tons which is ~17 years of consumption at the projected rate.
In contrast oil has something like 47 years of consumption left in verified reserves (https://www.worldometers.info/oil/).
So it sounds to me like we're relying on recycling or some major new discoveries to actually be able to sustain the current prices used for that estimate (or of course new battery chemistries). I really don't have a feel for how fast new deposits are discovered; I'd be interested to know how fast new reserves of oil were being discovered prior to peak oil.
Compare the efficuency of producing gasoline in 1900 and in 1930. Same with solar panels in 1990 and 2020. Demand-driven research repeatedly demonstrated driving costs down a couple orders of magnitude.
Also vanadium is 6x as abundant.
By mass. But a vanadium atom is more than 7x more massive than a lithium atom. So lithium is actually slightly more abundant by atomic % of the crust.
There's still SIB, AlS, LiS (4x the capacity per mol of lithium), Fe-air and Al-air
A factory shortage, not a mine shortage.
You might like to qualify your stats - eg annual vehicle sales are 90M - where? worldwide or US or lol. 50kWh for a car battery? Where did that come from?
Please slow down a bit and bring us outsiders in on your vision for energy usage.
- H.G. Wells, The World Set Free (1914), speaking of the consequences of the coming availability of limitless energy production.
https://www.fulltextarchive.com/book/the-world-set-free/
This book was about 100 years ahead of its time, in my opinion. It predicted the world wars, atomic weapons, and cheap clean energy would all arrive at once, in about 1950. It even has an insightful passage on gender identity, and one of the villains is clearly based on Putin.
This is a key point.
There are several chemistries, at least, that are near competitive in various applications with lithium despite being manufactured in much smaller quantities and so being much earlier in their learning curves. Off the top of my head:-
Vanadium redox flow - been around since the 1980s at least as an idea, now being realised by various people.
Ambri's molten calcium salt batteries.
PolyJoule's organic polymer-based batteries (based on chains of carbon atoms as the "ion").
CATL's sodium-ion batteries.
Iron-air, aluminum air, aluminum sulfur, lithium metal, sodium metal, various alloys.
The point is that sticking with lithium is the worst case. It only happens if all the alternatives fail, despite them all being in commercial use today. It's all upside, with a known and mild downside. By which I mean that batteries can only get cheaper, either very quickly, or only quickly.The odd thing is I can't figure out what it was that made it so tricky for me to read? Perhaps I just need more sleep.
Maybe I also need more sleep.
Or it could just be poor writing.
If you have time look at the charts in the linked paper, "Empirically grounded technology forecasts and the energy transition"[1]. The "experts"--the International Energy Agency IEA, the National Renewable Energy Laboratories NREL, etc.--are getting things badly wrong, because of the limitations of their modelling software.
1. https://www.cell.com/joule/fulltext/S2542-4351(22)00410-X
At some point, maybe ten or twenty years from now, we're going to have a lot of bankrupt companies around the hydrocarbon economy. Everything from gas stations to oil rigs is going to have non-trivial costs to decommission. The sooner we understand this and plan for it with specialized funds[0] that can handle it the better. Right now we're in the established candle makers versus upstart electric bulb manufacturers part of the story. The difference for us is the sheer scale of this transition. We already have petrol stations in Canada that are run at a yearly loss because the estimated costs of disposing of the surrounding soil are high enough that it's cheaper in net value accounting terms to lose money year by year.
[0] I imagine something like an escrow style fund where payments into the fund are paid back with interest after a predefined period of time if there is no cleanup from the entity or its subsidiaries, including subsidiaries that have been sold off to new owners. That way it aligns incentives and rewards good actors that take preventative steps to ensure less costly decommission.
> An extremely dull future awaits of energy flows being largely local or in grids where the best meteorologists and machine learning engineers rake the table.
Tragic that it took a war to accelerate the right thing, but better than people using the chaos to do their usual disaster capitalist thing, like the UK tried and surprisingly had to retract.
This is no better than the belief in rain deities that used to be widespread in more traditional societies. No, "machine learning engineers" won't magically make (and especially transport and store) energy out of nothing. We've taken this "de-materialisation" thing to the next level, to our detriment. Not everything can be fixed and even less created with the use of software.
The average price before all this inflation took off was of about 15 euros for TTF. When, last October, the price had reached 130 euros for TTF (meaning the current level), the EU was all up in arms against the "speculators" [1]. All this to say that even a 100 euro per TTF price won't do any good in the medium to long term for most of the European industry, meaning they'll have to go bust.
Especially if the state capitalists and consumer capitalosts stop murdering people who try them out.
Here's a very pro market capitalism take that still makes this very clear:
I, for one, am not willing to support a revolution without a plan for the day after. It may be an OK thing to be an anti-capitalist, but if one defines desired outcomes only in terms of what not to be, it's pretty damn uninspired.
Revolution is building and implementing the stuff that happens afterwards. It's building parallel power structures and systems that aren't part of the current one. Things like mutual aid networks and unions (real unions, not controlled opposition).
A non-capitalist revolution looks like the Zapatistas or Rojava, not like larping the red army killing all the socialists. They generally get shut down by external violence followed by the people who enacted the violence saying "see! It ddn't work!".
Another place to look is the formation of fascist states. Night of the long knives is not what made the nazi state, nor was Trump's failed insurrection what will lead the US the rest of the way into fascism. The actual work is the last ten years of undermining the education system with things like praeger U.
That's not a definition of revolution that I have ever heard a person use, or come close to capturing what anybody who I have heard advocate revolution speaks of, whether that's in historical text or contemporary discussion.
It's exceptionally rare that a revolution is about building the new system, it's actually about shifting the power structure.
But I want a solid description of what sort of democratic control could replace the economic system of capitalism, by building it. Until then, incrementally changing but by bit seems like the only feasible way to discover better systems.
So it's not about shifting the power structure, it's about shifting the power structure? You can't shift power onto a structure if that structure doesn't exist.
> But I want a solid description of what sort of democratic control could replace the economic system of capitalism, by building it. Until then, incrementally changing but by bit seems like the only feasible way to discover better systems.
The things that were democratic and non-capitalist that we've already had and are losing.
Unions, (functioning non-capital-serving) universities, well managed utilities, co-ops, cohesive communities, public blue-sky science institutions, public mass transit, collective healthcare, mutual aid networks, a functioning commons, libraries, public education.
Moreover, the important bit is not using every bit of economic, military, propaganda, and espionage power available to destroy the more radical experiments that people try in various parts of the world, and then using your own warcrimes as some kind of gotchya against the systems they're trying.
And that other part of the system is the whole thing that needs to be explained.
In the end, the Soviet Union intended to develop it's own consumer capitalism, albeit heavily mediated through the state. You can see late Soviet propaganda which attempts to entice the public's support through pictures of families in the newest apartment projects with TVs and cozy new clothing.
Better plan would be to consume less and better. Aw, but then we have the industry which wants exactly the other way around...