WastedEnergy

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Archive for December, 2010

The EV Fallacy

Posted by wastedenergy on December 14, 2010

Does a Nissan Leaf or a GM Volt really use considerably less energy than a comparable conventional compact or midsize sedan?  Could the same reasoning given for seductive ”100+ mpg” and “Zero Emissions” stickers be used for more insidious purposes? With the first shipment of 2011 model electric passenger vehicles ready to hit the streets and plug-in hype at an all-time high, it’s worth considering the implications of the EV methodology from the EPA (no, not the Electric Plug-in Association) and all its faults for another measure used to compare energy options: the energy return on investment (EROI) of primary fuels.  In fact, the same rationale used to justify head-scratching mileage ratings is used in a misleading context to make sources of renewable energy, such as the sun, appear less attractive in terms of energy return than conventional dirty coal and oil.

The biggest problem with 100+ mpg ratings for vehicles of the plug-in type is that primary fuels, or slightly refined derivatives thereof, are compared directly to units of electricity.   It should be noted that electricity does not simply come out of the ground as do coal or oil; it is a highly refined and nearly universal energy carrier whose versatility gives it far greater utility to society than raw fuel with its limited direct uses.  But according to the methodology of EPA, “a BTU is a BTU,” and units of electrical energy can be compared directly to the energy content of primary fuels such as gasoline and diesel fuel.  This is rather like comparing oranges to orange juice.  The high apparent efficiency of electric vehicles derives from the actual inefficiency in converting thermal energy to usable electric or motive energy (and in fact the conversion between these two forms is also close to 100% efficient).  If you want to know how many “gasoline gallon equivalents” any vehicle is actually using, simply multiply the given mileage using the EPA method by the conversion efficiency of the power plant used to generate its motive power.  In the case of a conventional vehicle, the power plant sits under the hood.  In the case of the typical U.S. grid mix, the power plant sits on somebody else’s backyard and is usually around 33% efficient.  So your 120 “mpg” EV actually gets, all told, around 40 miles per “gallon-equivalent” of its primary fuel, assuming you charge it from the grid.  Not too shabby, but 40 is not the same as 120.

Similarly, when considering the EROI of primary energy sources used to generate electricity as a secondary carrier, one often encounters analyses that limit the study of coal, for instance, to the EROI at the mine-mouth.  But an EROI of 80:1 for simply getting rocks out of the ground does not give us much useful information to compare to potential alternatives.  Even if all electric power were generated directly at the mine-mouth (and we know that is not the case), we would still need to know the energy losses associated with conversion to electricity.  Converting thermal energy from a coal fire in turn to steam, to the mechanical energy of a rotating turbine, and finally to the energy carried by electrical currents induced in a power plant’s connection to the grid, introduces losses, mostly in the form of waste heat, at each step.  So if the EROI for the thermal energy content of mine-mouth coal is 80, then the EROI for mine-mouth-coal-generated electricity is roughly a third of that figure, or around 27:1, based on the conversion efficiency of typical power plants. 

Comparable figures to primary fuel EROI for most renewable energy sources makes little sense – the primary energy converted into electricity, e.g. sunlight or wind, is free, in both monetary and energy terms.  Instead, the ultimate EROI of wind- or PV-generated electricity is used as the basis for comparison, usually yielding relatively lower figures such as 8:1 for photovoltaics or 19:1 for wind power.  While we may also charge certain support infrastructure, such as long-distance transmission or energy storage, as additional energy costs unique to renewable energy in determining EROI, these considerations are no different from assessing the energy costs of networks of pipelines and railroads needed to support fossil fuel consumption, and such costs are (in the case of renewables) of far lower magnitude than the 60-70% losses of primary energy associated with thermal power plants.  And while 8:1 or 19:1 may still be lower than 27:1 (which should be an upper bound for the EROI of coal-fired electricity, given that any transportation beyond the mine-mouth will lower the ultimate EROI), these numbers are also a far cry from the 80:1 figures that make renewable technologies appear ridiculous by comparison.

Hopefully it is clear that my goal here is not to disparage the EV but to promote a clearer understanding of how to compare apples to apples.  And heck, the EV is better than nothing – we’ve known petroleum was unsustainable for about as long as we’ve been using it to carry around ourselves and our stuff, and what could be better evidence than the daily transfer of over $1 billion in wealth every day from Americans to petroleum exporting nations thanks to our gas-guzzling habits?  It is undoubtedly a good thing that automakers have had the foresight to put into production advanced models that can convert different forms of energy into propulsion power and conserve energy that would otherwise be wasted in transit.  But we cannot act as if the EV, should it prove a viable replacement for a major share of transportation, gives us a blank check to continue our happily motoring culture and all its trappings of luxury without considering the physical limitations of the biosphere and humanity’s existence within the larger ecosystems on which it depends.  

Case in point: what we call primary fuels are, in fact, secondary products of the bounty of sunlight harvested over eons by the Earth’s organisms.  Solar energy remains the only primary energy source directly driving the vast majority of life processes, and as a consequence the replenishment of fuels on which we depend is fixed at a certain rate given the biophysical conditions under which minable fossil fuels deposits can form.  Fossil fuels may have given us the temporary illusion of freedom from Earth’s primary productivity, but the overall energy balance equation hasn’t changed much over billions of years.  When one considers ancient photosynthetic and geologic conditions as input requirements, and the impossibility of recreating those conditions on timescales meaningful to humans, the long-term EROI of fossil fuels really doesn’t look so good.

“No it doesn’t!”

Posted in Energy Consumption, Energy Production | Tagged: , , , | Leave a Comment »

A Bright Future

Posted by wastedenergy on December 9, 2010

Watch out for snakes!  These guys and their kin are all over the press these days, including one of Shell, Exxon, and BP’s preferred dumping grounds.
 

We could start with the statement that the U.S. has “more natural gas than Saudi Arabia has oil,” which is clearly meaningless.  They love throwing these kinds of numbers around because most Americans don’t know the first thing about what is really the same and different about the king of supergiant oilfields in the heart of the Arabian oil province and a hyper-dispersed, hyper-expensive, unconventional and intrinsically lower-quality resource here in North America.  The gas guys don’t like to talk about it much, but if you ask them directly, they’ll tell you nobody is exactly champing at the bit to go drill all those shale gas acres they keep talking up to their shareholders and anyone else who will listen.  That is, not unless they can do it with Other People’s Money.

You might not have noticed, being distracted by the return of $90 oil and all, but the price of natural gas is also creeping upward these days, toward $5 per thousand cubic feet.  Weren’t we talking about $3 gas just a few months ago?  But the current price rise looks like a tiny blip compared to the wild price swings of the past decade, when $13 and $14, roughly equal to the price of oil today on a per BTU basis, could be reached from prices at half that level or even less in a matter of just months.  Why did the price go down so suddenly?  The conventional wisdom, which as usual turns out to be not so wise, is that the shale gas drilling boom has brought a flood of low-cost gas onto the market and depressed prices.  That’s half true: there was a lot of drilling, but a lot of it was subsidized at a loss by the shareholders of the various members of America’s Natural Gas Alliance.  The gas companies were making money, but it was because they weren’t paying anywhere close to the full costs of drilling and fracking all those wells.  As long as some new suckers could always be convinced to pave the way, they went right along their business of driving their big old trucks (did I remember to mention that the natural gas industry relies heavily on oil?) up to those wells and fracking away at gas they could then sell to another batch of suckers at hedged prices.  Through a combination of creative financing, sleight of hand, and a devilishly convincing PR game, they were able to convince most of us, including those whose votes of confidence count the most, that expensive gas, gas that cost more and more to produce with each new field being developed, was actually cheap.

Well, as it turns out, the latest suckers just got swept into office and now sit in state houses from sea to shining sea.  Since the federal government still hasn’t regulated hydraulic fracturing, that leaves state governments, already in a deep financial hole, now in a regulatory black hole at the same time.  (Sidebar: what was it Tom Friedman said about what you should do when you’re in multiple holes at the same time?  That’s right: BRING SHOVELS!)  The reason New York is forced to outright ban fracturing is the same reason Pennsylvania has forsaken any meaningful attempt to regulate it or to improve its own dire financial straits by taxing a practice with the potential to cause – excuse me, which already has caused –  widespread contamination of critical water resources throughout the state, not to mention the industry’s own taxing of state infrastructure.  It will be interesting to compare the two states going forward, each sitting atop monstrous swaths of potential gas fields, and see whether the people of Pennsylvania in fact come to feel that their decision to allow unconventional gas drilling to go forward unregulated was the correct one.  Either way, the causes of both divergent policies are the same: the outsize political clout of the oil and natural gas industry and its ability to create special exemptions and loopholes for itself and even to get its CEO’s installed as vice presidents by an eager-beaver conservative Supreme Court.  This industry doesn’t just want to convince the public of its benefits; it will also shove itself down anyone’s throat who disagrees, courtesy of their tap water.

One of the most popular lines used to sell natural gas is that it will make us less dependent on oil.  Of course, gas is not a substitute for oil: the vast majority of natural gas is used for industrial, commercial and residential heating alongside electricity generation.  Very little petroleum is used for these purposes except in a handful of mostly remote locales; around 3% of total electricity generation in the U.S. comes from petroleum, compared to around a quarter from natural gas.  But the promoters continue to use the line anyway, suggesting that the alternative to natural gas development is to send more energy dollars overseas to oil producers, instead of supporting domestic production of renewable energy.  To be fair, many supporters of renewable electricity proposals such as wind and solar power also suggest that their chosen technology is in itself an alternative to oil.  And while there may be some utility for natural gas as a transportation fuel – say, for fleet vehicles that can be reliably refilled at the same location each night, such as buses or taxi cabs – it is totally impractical as a fuel for a primary family vehicle or for long-distance trucking, as even the biggest proponents of natural gas vehicles acknowledge.  At most perhaps a quarter of the U.S. vehicle fleet could be converted to run on natural gas – at great expense, and doing nothing to obviate the need for alternatives to oil that can properly serve the other 75% of Americans’ transportation needs. 

What natural gas could do, assuming there were actually enough of it to go around for any purpose for which one cared to use it, is replace a significant share of the nearly half of U.S. electricity production currently generated in coal-fired power plants.  Of course, renewable energy technologies backed by effective support infrastructure could effectively accomplish the same goal, and they could do so on a far more permanent basis and even (over the long run) at significantly lower costs than using natural gas.  But those in the oil and gas business seem to prefer the line that gas will get you off oil.  I guess that makes it easier to sell than calling attention to the polluting effects of coal, potentially undermining the industry’s position by risking broader public scrutiny of sustainability (and pollution) effects of energy choices in general.  They don’t want people to understand that sooner or later, we’ll all be freed from our addiction to fossil fuels whether we like it or not, that the only real question is what price will be paid for continually delaying the day of reckoning, and that ultimately conservation and renewable energy are the only viable options to avoid an inevitable fossil energy crash and all its attendant consequences for the resilience of the ecosystems we must continue to rely upon after the fact.  Sooner or later, Mustang Sally must slow that Mustang down, you won’t be able to get a Cadillac for no money down anymore, and there will be no more fun once Daddy takes away that T-bird.

I’m sure there are a few people out there who will read this entry and immediately accuse me of “alarmism,” as if the preferable option were to keep the alarms silent and the public in the dark, shielded from the harsh truth of our unsustainable energy trajectory and its consequences for the human species and planet Earth.  “Millions of wells have been fracked without incident,” they will say.  Fine, then: let the oil and gas drillers simply play by the same rules as everyone else.  Revoke the exemptions to the Safe Drinking Water Act and force companies to fully disclose any chemicals used in drilling fluids that may be associated with health and environmental hazards.  To use a line the conservatives who deliver political favors to these oilmen love: if they have nothing to hide, they should have nothing to fear.

That the fossil fuel interests shroud themselves in such secrecy and demand special protection from the laws everyone else must follow in itself tells us enough to know that something must be amiss.

In conclusion: “Natural gas,” said Interior Secretary Ken Salazar at a recent press conference, “has a bright future.”  Let’s hope he doesn’t mean it will brighten our skies with flames from a vaporized LNG cloud explosion or some similar WMD-scale disaster related to our fossil fuel extravagance.  Gas, alongside its cousin oil, will surely play a major role in the course of human events over the coming age as humanity brushes up close against its geophysical limits.  But it just might not be quite the gas America’s Natural Gas Alliance wanted you to have in mind.

Posted in Energy Consumption, Water and Soil | Tagged: , , , , , | Leave a Comment »

 
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