The price of shutting down coal power, and what would be gained
economist.com
economist.com
China, though, is still adding coal capacity.
[1] https://www.statista.com/statistics/243934/coal-consumption-...
[2] https://ieefa.org/resources/nowhere-go-down-us-coal-capacity...
WRT China, they can't over produce renewable energy and be the largest global supplier of green energy without coal .. at least not yet.
While that middle class has a per capita energy and consumption figure that is lower than the USA per capita figures it is the case that the US has set an aspiration life style expectation that sees demand grow.
China's coal use has become increasingly more efficient; much is made of additional new modern coal power houses, little mention is made of the larger numbers of older inefficient far dirtier coal plants have been closed down and are still being closed down.
Nuclear and renewables are part of overall energy production in China to a far greater proportion and absolute number than in the US.
The scale of China's energy production is substantial and not easily characterised.
China has a smaller nuclear fleet capacity than the US and meets a much smaller percentage of its electricity needs with nuclear power:
https://pris.iaea.org/PRIS/CountryStatistics/CountryDetails....
https://pris.iaea.org/PRIS/CountryStatistics/CountryDetails....
As of 2023 US got 18.55% of electricity from nuclear power (775 terawatt hours) while China got 4.86% (433 TWh).
As of 2023 China does get a larger share from renewables:
https://en.wikipedia.org/wiki/Electricity_sector_in_China#Pr...
https://www.eia.gov/tools/faqs/faq.php?id=427&t=3
It's 29.1% renewables in China (2,756 TWh) vs. 21.4% (894 TWh) in the United States.
Grouping nuclear and renewables together as low-emissions sources, the US gets 47.65% of its electricity from low-emissions sources and China gets 33.96% from low-emissions sources.
China is building nuclear and renewable sources faster than the US, so will narrow the gap over the rest of the decade, but it's also growing its total electricity consumption faster.
I mostly check my figures before comments, this is what I deserve for going off the cuff :-) ( thanks )
> In the first decade of the 2000s, plants were running around 70% of the time. They’re now running around 50%.
https://www.sustainabilitybynumbers.com/i/141628065/chinas-c...
https://www.abc.net.au/news/2024-10-13/australian-coal-plant...
Discussion: https://news.ycombinator.com/item?id=41831861
The biggest problem the world faces to decarbonize now is finance rather than technology, as few can afford to pay 10-20 years of electricity usage upfront, apart from rich countries. I hope the battery storage prices keep the cost trajectory as smaller the payback period, the faster and larger the adoption will be.
EDIT: but apparently it went back up in April. Installed coal capacity is 49.3% but since hydro dropped in April it went up again
The problem is that not all parts of the world have access to cheap nat gas
Modelers of all ilks generally avoid reporting the underlying uncertainties in their results. And when they do report them, they are woefully underestimated. Fine in the abstract, but not acceptable when trillions of dollars are at stake. Dollars that can be spent instead on direct low risk, high impact improvements in third world child health (clean air, clean water, infectious diseases, etc.). Maybe choose those that also mitigate climate impacts (as we currently understand them), but directly save the living children/people first.
Keep on improving the models with scientific research, but don’t fool ourselves about the accuracy and completeness of such models for policy analysis. I’m old enough to remember the Club of Rome/Limits to Growth controversies.
When the project’s offshore and gas processing emissions are factored in, the LNG produced from the Barossa field would have a total emissions intensity of 1.4 tonnes of CO2 per tonne of LNG produced.
This makes the Barossa development the most emissions intensive LNG projects in Australia and the world
~ https://ieefa.org/wp-content/uploads/2022/04/Santos-2022-Cli...At this point in time there's a clear understanding of the consequences of the current 11 billion tonne of CO2 equivilant emmissions released annually .. an increase in trapped solar heat energy that directly leads to increased storm intensity, climbing global mean tempretures, and edging closer to positive feedback thresholds which are significantly hard to reverse when crossed.
Without. But on a global scale those externalities aren't priced in. Particularly at the margin.
The future maybe different, but right now coal use has peaked and is starting to fall. See (for example) actual data [1].
> Once that happens ..
you speculate, you engage in wishful thinking, you ignore actual resource consumption projections gathered globally over decades by major resource companies.
https://www.seforall.org/press-releases/new-research-finds-u...
Your rational long term argument has little sway when key decision makers are bribed and offered a chance to retire to a mansion elsewhere on the planet.
As of today the majority of China's coal activity in Africa is directly related to China's mining activity in Africa to provide power for ectraction, processing and townships.
That mining activity is 'small' in the sense that Chinese mining companies represent ~ 8 percent of Africa’s total output in the sector and are concentrated in just five countries: Guinea, Zambia, South Africa, Zimbabwe, and the Democratic Republic of the Congo (DRC).
Resource extraction from those regions back to China is currently approx. $13 billion US (for resources that would likely cost 5x that cost if sourced from Canada or Australia)
China is not alone and by no means the greatest extractor; Anglo-American alone accounts for more than double that 8% share.
https://fred.stlouisfed.org/series/CES1021210001
[0] Barring a discovery that coal can be converted into the elixir of youth, etc.
It's a bit misleading because China is mostly _replacing_ old coal power plants now.
China has probably passed the peak coal consumption this year, or it will in 2025.
Let's see if democracy is ever able to do the same.
Pollution in China was terrible. Pretty much everybody hated it, and it was not possible to hide or whitewash it.
The US was in the same position during 60-s and 70-s, and it fixed the worst of the pollution rapidly. The EPA was established during the freaking Nixon administration.
The whole problem of the crisis is that you should also make actions for things that you cannot see. Or if they happen for your neighbor country.
That has not really happened yet.
https://dialogue.earth/en/pollution/how-climate-change-compl...
Not that this is a problem.
The masses just want food and security.
While I personally think of democracy as "the worst except for everything else we've tried", there's plenty who speak as if it's tautologically the best.
I think there is a TON of interesting discussion to be had on the best ways to _implement_ democracy, but locating the source of political power directly in the people who are governed seems like a pretty solid idea to me... I have not been able to come up with anything better.
https://www.economist.com/graphic-detail/2024/03/21/why-amer...
That would be my guess as to both why Trump got elected and why voting isn't very popular.
A turnout of 63.5% isn't popular? Even compared to past elections it's the second highest turnout in the past 3 decades. The highest was in 2020.
And if that record turnout is to support and/or oppose a candidate that seeks to burn the whole system down and gets votes due to the system not reflecting voters priorities for a while then it further supports my theory.
Who are you comparing it to? The U.S. is middle of the pack in the OECD [1].
The highest-turnout countries are Equitorial Guinea, Rwanda and Turkmenistan [2]. None are democracies.
[1] https://www.oecd-ilibrary.org/docserver/reg_glance-2009-35-e...
[2] https://worldpopulationreview.com/country-rankings/voter-tur...
sure, but half of the country believes that's achieved with some measures and the other half believe those measures are the cause of the problems. A dictatorship doesn't change that, you'll only have half of the country incapable of voting for a change.
That's a very interesting phrase to use here.
I never even heard anybody claiming that democracy is perfect form of government. People in democratic countries usually accept that democracy is messy.
The real killer app of democracy is the ability to change leaders without death or bloodshed. Of course it results in fewer big projects being built (though the US was very good in building things like Apollo or the Interstate System, once - it is mostly environmental regulations that get in the way now, and not pure democracy).
But the stereotypical danger of autocracy is that its big projects will be a useless money sink (like this [0]), or even destructive.
Source: https://pris.iaea.org/pris/worldstatistics/underconstruction...
See: (for example) https://itif.org/publications/2024/06/17/how-innovative-is-c...
China’s commitment to nuclear power increased significantly with the 14th Five-Year Plan (2021–2025), released in March 2021, which called for a buildout of some 150 new nuclear reactors over the ensuing 15 years to reach a production goal of 200 GW of nuclear energy by 2035 (enough to power more than a dozen cities the size of Beijing).
By 2050, China wants nuclear to provide at least 15 percent of its electricity generation (which China envisions as its third overall source of energy by that year, behind wind and solar).
~ https://itif.org/publications/2024/06/17/how-innovative-is-c...China is right now just reaching the goal it set for 2020 capacity in 2016 and things appear to be slowing down.
https://en.wikipedia.org/wiki/EPR_(nuclear_reactor)
> In December 2007, construction of the unit itself began. This was expected to last 54 months, with commissioning planned for 2012
However it is still under construction. Olkiluoto was also a major disaster for France, though it was eventually completed.
South Korea is probably the best example for nuclear construction success, but they have had to jail a few people for forging inspection results.
All in all, I think China has done fairly well with nuclear. Nuclear is a massive project that is insanely complex. It is not helped by trivializing the complexity, nor is it helped when people focus more on public opposition than the construction challenges, IMHO.
[1] https://www.pv-magazine.com/2024/11/12/worlds-second-largest...
Just to be clear, I'm referring to the use of electrical batteries for the temporary storage of solar power, so that the power can be available when the sun is not.
Non-electrical storage techniques (gravity, hydro) would seem better suited for long-term reliability.
Scale up manufacturing, scale up deployment, scale up recycling, and you've got a circular supply chain system. At end of life, new (very likely better) batteries are installed and the old ones (in decades) are shipped back for recycling. In the US, this is Redwood Materials [4], founded by JB Straubel (former Tesla CTO). They have agreements to both recycle batteries with major automakers as well as supply feedstock for new battery components [5]. I'm unsure if this circular supply chain system exists in China yet, but I presume it is straightforward with their nation state resources to encourage along.
Pumped hydro is great where you can build it and it is cost superior to batteries, but batteries can be shipped and installed anywhere a concrete pad is waiting for them, very rapidly.
[1] https://www.tesla.com/megapack ("Each Megapack unit ships fully assembled and ready to operate, allowing for quick installation timelines and reduced complexity. Systems require minimal maintenance and include up to a 20-year warranty.")
[2] https://electrek.co/2024/09/16/catl-launches-new-ev-battery-... ("CATL launches ultra-high-energy-density EV bus battery that lasts nearly 1 million miles")
[3] https://electrek.co/2024/05/17/china-first-large-scale-sodiu... ("China’s first large-scale sodium-ion battery charges to 90% in 12 minutes")
[4] https://www.redwoodmaterials.com/ ("Redwood Materials: We’re building a circular supply chain to power a sustainable world")
[5] https://www.redwoodmaterials.com/#partners ("Redwood Material: Partners")
As I understand it, the Tesla warranty was factored into the purchase price as a way to stabilize the TCO, and has little to do with the physical lifecycle of the lithium cells.
Sodium looks very promising, but it's "not there yet."
Where does that understanding come from? Because Tesla's warranty is consistent with every other manufacturers warranty that I have seen, basically 4000-5000 cycles is standard for grid storage lithium ion.
Given the dramatic price decline of LFP cells in the past year, I'm not sure this is still the case.
Probably something for Lazard's next LCOE report, to act as a canonical reference for such discussions.
https://www.lazard.com/research-insights/levelized-cost-of-e...
"Couple of orders of magnitude more expensive" is not correct. For long term storage, the capex per energy storage capacity dominates, and the cost of underground storage caverns (especially solution mined in salt) is very cheap, an order of magnitude cheaper per unit of stored energy than reservoirs for water.
It absolutely does matter. If one is cycling the storage system annually, $3/kg for hydrogen becomes a minor part of the cost. The cost of this input is proportional to the number of charge/discharge cycles over the timescale indicated by the discount rate, and for annual storage that's not very many.
It's a common mistake to think that the importance of round trip efficiency for diurnal storage carries over to annual storage.
https://carnewschina.com/2024/11/18/catl-announces-second-ge... (“CATL announces second-generation sodium battery, normal discharge at -40°C”)
https://pmc.ncbi.nlm.nih.gov/articles/PMC9950943/ (“Anode-free sodium metal batteries as rising stars for lithium-ion alternatives”)
Nuclear is around $70/MWhr, one of the most expensive ways to generate electricity.
Solar is highly distributeable so it can be placed closer to where the power is used, reducing transmission losses. It doesn't need to be very carefully sited in terms of where it goes on the grid, and nobody needs to worry about the long term geological stability of the area. It doesn't need to be partnered with another plant for cold starts. It has no safety concerns. It doesn't need any labor to operate - mostly occasional repairs to damage and cleaning. It has no capacity to cause any sort of disaster. It does not generate toxic waste in operation.
Nobody has ever said "don't shoot tank rounds near that solar farm or you might cause thousands of square miles of land to be uninhabitable for centuries."
Nobody has ever said "we need to be concerned about the potential for that solar farm to be used in a program to create weapons of mass destruction"
The administration kowtowing to industry lobbyists to fund nuclear energy when the market was already adding seven times as much renewables as it is decommissioning nuclear capacity...is just corporate welfare, pure and simple.
Well, if hydrogen from electrolysis really takes off, it would be possible to piggyback an exchange tower on the system to also get heavy water production.
https://ui.adsabs.harvard.edu/abs/1980IJHE....5..409H/abstra...
(that's an old reference; the CECE process has since been driven to maturity by Canada.)
China's high to moderate quality solar capacity will be built out very quickly, and it won't provide enough to close the gap from fossil-based generation. From there, the cost of solar generation will rise as low quality capacity is developed.
China will need a way to import some of their energy generation, possibly through by importing goods like iron and steel that have a high energy production cost, from countries like Australia that can produce them using renewable energy (green iron / green steel) using Australia's almost limitless solar resources.
Since much of Australia's coal is also used in places like China to smelt their local and imported iron and steel, this could further drive down production of coal.
> According to China Energy News, the combined length of the UHV transmission lines operating in China had reached 48,000km (30,000 miles) by the end of 2020, more than enough to wrap around the Earth by the equator.
https://www.bbc.com/future/article/20241113-will-chinas-ultr...
https://en.wikipedia.org/wiki/Ultra-high-voltage_electricity...
The US should have similar lines running east and west from the wind belt, which runs roughly from the Texas panhandle to the Canadian border. There's not enough transmission capacity out of that region. Some of this is due to opposition from the oil industry.
Nuclear, as a baseload generator, is not capable of meeting demand peaks, so if we are going to require batteries for solar, we should require batteries for nuclear as well. Which does not help its case very much.
Solar + battery storage is cheaper than Vogtle, but Vogtle was an exercise in mismanagement before COVID caused it to be even worse. Compare:
https://www.oecd-nea.org/lcoe/
> Nuclear, as a baseload generator, is not capable of meeting demand peaks, so if we are going to require batteries for solar, we should require batteries for nuclear as well.
Being a baseload generator is what nuclear is used for. It doesn't require batteries because you're not trying to use it for demand peaks.
Suppose you have 10GW of demand at night (minimum daily demand), 16GW at midday during peak solar generation and 20GW for two hours right after sunset (maximum daily demand). Do you want 20GW of nuclear? No, you want 10, to handle the first 10GW of demand at all times. That's baseload. Then you want another 10GW of solar, most of which is used directly during midday and the rest of which is used with storage to handle the demand peak just after sunset.
Doing it this way means you only need storage for the amount the demand peak after sunset exceeds baseload, which might be 20GWh of storage, instead of needing enough storage to satisfy the entire demand all night, which could be 140GWh.
It also improves resistance to low renewable generation because if renewable output is at 50% of normal for a week or more but the grid is half nuclear then the overall grid would have a 25% deficit instead of a 50% deficit. And then you need less in long-term storage, or peaker plants, to pick up that load.
Also, the real numbers aren't actually that far apart because you're using the high end of the estimate range for nuclear and the low end of the range for solar.
To replace nuclear with solar for baseload you need the solar farms and batteries for at night and peaker plants for extended periods of low generation during the day and to maintain fueling infrastructure for those peaker plants. You add all of those up and it costs more than using nuclear for baseload.
During the day, a nuclear plant has to sell power for 0.5 cents / kWh or so. That means that during the night the plant has to sell power for double the price to stay profitable.
The solution that uses both nuclear and solar might also require fewer batteries than the one that uses only nuclear, but that's exactly why the optimal solution is to use a combination of nuclear and solar instead of exclusively one or the other.
What yeah, makes them one of the countries mostly investing in coal out there. But there hasn't been an increase, and it ought to fall fast at some point to one of the cheaper alternatives.
Current exploitation of coal in the US maybe be declining, but it is still an important part of a robust portfolio of energy technologies. The US is, in fact, the Saudi Arabia of coal and, to meet robustness requirements for meeting short and long term US energy demand, coal is a common sense component. Maybe eventually only in some mothballed-annual testing-fast restart sense, but it’s a very cheap insurance policy. Keeping the pilot light on for the US coal industry as well, from a National Security standpoint.
Keep improving renewables, but don’t throw away what works. There’s a beauty to a highly diverse portfolio. You sleep better at night.
No, that's Australia. We do a lot of stupid shit to earn that title. We're the #1 coal exporter in the world (note: exporter, the US beats us on production), despite having a tiny population and economy compared to the USA. We're also mostly desert and have a pop of ~20 million, just like Saudi Arabia, and we also pour our fossil fuel profits into a sovereign wealth fund, just like Saudi Arabia - oh wait no we don't, we're less financially prudent than Saudi "let's build a ski resort here" Arabia.
In any case, the economic case for coal is indeed pretty clear at this point: it's simply too expensive in most markets. Even in markets where coal mining is a big part of the local economy.
And while gas has taken up some of the slack (especially in the US), the vast majority of additions to the grid world wide are renewables.
Peak gas usage world wide is a bit murky. Projections range from right now to 2030 (IEA). But the bottom line is that we're not really replacing coal with gas. There are a lot of gas peaker plants not running all the time that were designed originally to be running 24/7. That massively changes the economics and profitability of these things and makes them a lot less attractive to investors.
Nuclear plants are all fixed cost. So reducing power produced during off-hours increases cost per KWh.
https://www.osmre.gov/programs/mine-fires
Due to thermal insulation and the avoidance of rain/snow extinguishment by the crust, underground coal-seam fires are the most persistent fires on Earth and can burn for thousands of years, like Burning Mountain in Australia.
~ https://en.wikipedia.org/wiki/Coal-seam_fireIt'd be interesting to see the cost per ton CO2e of paying to shut down gas plants as well.
As China's power consumption grows, is coal occupying a bigger percent of the energy pie or is it proportional growth?
China wants to annex Taiwan. To fight any wau laden with sanctions, it needs energy independence. They don't have natural gas so they're burning coal.
It's not ideal, but at least they have a better reason than Germany shuttering nuclear plants or the US keeping coal alive.
* The investor's return, without subsidies.
* The cost to the public of replacing coal with something else.
The article says,
> the cost per tonne of CO2 emissions avoided is just $34.
Does anyone grasp what they mean exactly, and where that number comes from?
They don't mention cost of replacements, or the costs of climate damage.
A lot of the reduction in coal plant capacity is not driven by environmental concerns but by economics. This is investors cutting their losses. The cost of continuing to operate these plants is higher than the cost of just getting rid of them. Keeping these plants going requires ongoing investments with very dubious returns. Financing that is getting hard; it's a bad investment.
Which is why a lot of countries are pretty far done decommissioning their coal capacity.
But while coal is declining, it's still spewing large amounts of CO2 and probably will for some time yet. It's doing better in areas outside the US, where it doesn't have to compete with such cheap natural gas.
We could also apply this plan to natural gas, which is doing better economically, accounts for a lot of CO2, and has a warming impact as bad as coal if you take methane leaks into account. I wonder what the cost per ton CO2e would be for that.
It is my opinion that this should be a global roadmap. Double solar installed capacity every three years. It’s doable. We should do it.
https://en.wikipedia.org/wiki/List_of_power_stations_in_Japa...
Presumably countries with a higher proportion of electricity from hydropower, like Canada and Brazil, could get even more out of this than Japan does in terms of stabilizing renewables.
It's not really possible to do that in China...
https://climatenexus.org/climate-issues/energy/whats-driving...
https://www.voronoiapp.com/energy/China-and-the-US-Are-Respo...
For current coal consumption:
https://oilprice.com/Energy/Coal/Global-Coal-Production-Hits...
> "Global coal consumption also hit a new high, exceeding 164 EJ for the first time. This represented a 1.6% increase from 2022, a growth rate seven times higher than the average over the previous decade. China remained the largest consumer, responsible for 56% of global coal use. China’s coal consumption increased by 4.7% in 2023, more than four times the country’s 1.1% average coal consumption growth rate of the past decade. For the first time, India’s coal consumption in 2023 surpassed the combined consumption of Europe and North America. Meanwhile, coal consumption in both Europe and North America dropped below 10 EJ each, marking their lowest levels since 1965."
The planet thus continues to head full tilt towards Pliocene conditions last seen 2-5 mya. A rational civilization would at this point be investing in a massive infrastructure project on a global scale to adapt to these new conditions, while simultaneously stepping up wind/solar/storage deployment at scale.
For the forecast period, we expect a net reduction in global coal production starting in 2024, which would mean global coal production peaking in 2023 in line with global coal demand.
Ongoing declines in the United States and the European Union are likely to be complemented by reduced production volumes in Indonesia, as Chinese demand for seaborne thermal coal is likely to decrease.
The last bastion of remarkable growth in production is India, serving the growing demand from its power sector.
Our model suggests that declines in other countries will more than offset this growth
~ https://www.iea.org/reports/coal-2023Ironically I have more faith in Communist China actually following the economic incentives in phasing out coal, despite sporadic reports of regional governments alledgedly following their local preogatives to build coal.
I've seen an estimate that CO2 concentrations in the atmosphere may have reached as high as 30,000 ppm (3%).
It was bad luck for the Paleozoic world that this massive mantle plume came up in perhaps the worst possible place.
Some of these pipes became filled with magnetite and as a result are mined for this rich iron ore.
> Though the current rate of greenhouse gas emissions is more than an order of magnitude greater than the rate measured over the course of the PTME, the discharge of greenhouse gases during the PTME is poorly constrained geo-chronologically and was most likely pulsed and constrained to a few key, short intervals, rather than continuously occurring at a constant rate for the whole extinction interval; the rate of carbon release within these intervals was likely to have been similar in timing to modern anthropogenic emissions.
Modern CO2 increase has been going on for 200 years, and is theorized to be comparable to one of the bursts that occurred during the Permian-Triassic extinction. However the PTME witnessed a few such bursts over the course of tens of thousands of years. CO2 levels sextupled from a base that was not much lower than where CO2 levels are today.
It's a warning about the dangers of CO2, but given the corrective actions already taking place I don't think CO2 levels will reach anywhere near those seen during the PTME. Most importantly CO2 level increases are driven by human activity which is a lot easier to modulate than volcanoes.
That’ll still leave concrete as one of the next largest sources, even if the rebar gets a smaller footprint.
Energy for steel production can come from coal, but doesn't need to, coal bound with iron to make steel is a different reaction to burning coal for energy.
"Green steel" (as odd as that sounds) is an active area of research ATM, promising but there's a looong way to go to reduce the emissions from a billion+ tonnes of steel per annum (and concrete production and other resource processing).
With modern technology we can do better, e.g. torrefaction produces bio-coal with about 90% of the original energy in the wood, but OTOH the scale is way beyond what was seen in the ancient world.
No other technology comes even close to the energy density of nuclear power.
Having said that, given the increasing power demands of civilization, why not both in parallel?
I don't think nuclear power centrals should be rushed.
[0] https://www.sustainabilitybynumbers.com/p/nuclear-constructi...
The dollar density is also huge.
Trying to get new reactor design actually deployed in the US is brutally expensive. And figuring in the cost of nuclear waste disposal kills the project.
All other means of grid power generation are able to externalize expenses. Our society, for better or worse, won't let anything "nuclear" get away with that.
I heard that might be a regulatory problem more than anything. Doesn't change the reality, but it's US-specific.
China does it well - they are building out nuclear, coal, and carpeting entire rooftops with solar and mountain ridges with wind turbines.