The following article by Ruy Teixeira, senior fellow at the American Enterprise Institute, politics editor of The Liberal Patriot newsletter and co-author with John B. Judis of the new Book “Where Have All the Democrats Gone?,” is cross-posted from The Liberal Patriot:
“Be realistic—demand the impossible!” So went the slogan of the young revolutionaries who thronged the streets of Paris in May, 1968. At the time, the slogan was viewed by mass working-class parties as profoundly misguided, regardless of the high idealism that lay behind it. But over half a century later, it could well be the slogan of today’s left parties—which are now more Brahminthan working class—as they have rushed to embrace “net zero” emissions by 2050 and the elimination of fossil fuels.
This net zero commitment stems from the extremely high priority placed on this goal by the educated elites and activists who now dominate these parties. They believe that nothing is more important than stopping global warming since it is not just a problem, but an “existential crisis” that must be confronted as rapidly as possible to prevent a global apocalypse. Portuguese Socialist politician, Antonio Guterres, now Secretary-General of the United Nations, has claimed “the era of global warming has ended; the era of global boiling has arrived” and that “humanity has opened the gates to hell”. President Biden said last September:
The only existential threat humanity faces even more frightening than a nuclear war is global warming going above 1.5 degrees in the next 20—10 years. That’d be real trouble. There’s no way back from that.
More frightening than nuclear war, eh, from which there is presumably a way back? Up and down the Democratic Party, rhetoric is more similar than not to the president’s histrionic take. Whatever else one might say about these statements, it is easy to see how they are not conducive to clear thinking on this issue. The first instinct is to do something—anything!—and do it as fast as possible to forestall this apocalypse.
Hence the commitment to net zero by 2050 to limit global warming to 1.5ºC. Hence the commitment to an extremely rapid elimination of fossil fuel usage. Hence the commitment to an equally rapid build up of wind and solar in energy production.
But how possible is any of this? Is it really possible to hit net zero by 2050? Is it really possible to eliminate fossil fuels that fast? The answer is that, for both technical and political reasons, it is not possible (outside of edge “solutions” like crashing industrial civilization or world authoritarian government to ration energy usage).
The insistence on trying to do so anyway is why “be realistic—demand the impossible!” is, astonishingly, not so far from the guiding philosophy of much of today’s mainstream left, including dominant sectors of the Democratic Party.
Consider the technical feasibility of this program. As the polymath, Vaclav Smil, universally acknowledged to be one the world’s premier energy experts, has observed:
[W]e are a fossil-fueled civilization whose technical and scientific advances, quality of life and prosperity rest on the combustion of huge quantities of fossil carbon, and we cannot simply walk away from this critical determinant of our fortunes in a few decades, never mind years. Complete decarbonization of the global economy by 2050 is now conceivable only at the cost of unthinkable global economic retreat…
And as he tartly observes re the 2050 deadline:
People toss out these deadlines without any reflection on the scale and the complexity of the problem…What’s the point of setting goals which cannot be achieved? People call it aspirational. I call it delusional.
Smil backs his argument with a mountain of empirical evidence in a new and hugely important paper, “Halfway Between Kyoto and 2050: Zero Carbon Is a Highly Unlikely Outcome.” The paper is a gold mine of relevant and highly compelling data. Smil outlines the realities of the net zero 2050 challenge:
The goal of reaching net zero global anthropogenic CO2 emissions is to be achieved by an energy transition whose speed, scale, and modalities (technical, economic, social, and political) would be historically unprecedented…[T]he accomplishment of such a transformation, no matter how desirable it might be, is highly unlikely during the prescribed period….In terms of final energy uses and specific energy converters, the unfolding transition would have to replace more than 4 terawatts (TW) of electricity-generating capacity now installed in large coal- and gas-fired stations by converting to non-carbon sources; to substitute nearly 1.5 billion combustion (gasoline and diesel) engines in road and off-road vehicles; to convert all agricultural and crop processing machinery (including about 50 million tractors and more than 100 million irrigation pumps) to electric drive or to non-fossil fuels; to find new sources of heat, hot air, and hot water used in a wide variety of industrial processes (from iron smelting and cement and glass making to chemical syntheses and food preservation) that now consume close to 30 percent of all final uses of fossil fuels; to replace more than half a billion natural gas furnaces now heating houses and industrial, institutional, and commercial places with heat pumps or other sources of heat; and to find new ways to power nearly 120,000 merchant fleet vessels (bulk carriers of ores, cement, fertilizers, wood and grain, and container ships, the largest one with capacities of some 24,000 units, now running mostly on heavy fuel oil and diesel fuel) and nearly 25,000 active jetliners that form the foundation of global long-distance transportation (fueled by kerosene).
On the face of it, and even without performing any informed technical and economic analyses, this seems to be an impossible task given that:
• we have only a single generation (about 25 years) to do it;
• we have not even reached the peak of global consumption of fossil carbon;
• the peak will not be followed by precipitous declines;
• we still have not deployed any zero-carbon large-scale commercial processes to produce essential materials; and
• the electrification has, at the end of 2022, converted only about 2 percent of passenger vehicles (more than 26 million) to different varieties of battery-powered cars and that decarbonization is yet to affect heavy road transport, shipping, and flying.
The slogan of “be realistic—demand the impossible!” does indeed seem to fit.
And how are we doing so far on this incredibly daunting task?
We are now halfway between 1997 (27 years ago) when delegates of nearly 200 nations met in Kyoto to agree on commitments to limit the emissions of greenhouse gases, and 2050; the world has 27 years left to achieve the goal of decarbonizing the global energy system, a momentous divide judging by the progress so far, or the lack of it.
The numbers are clear. All we have managed to do halfway through the intended grand global energy transition is a small relative decline in the share of fossil fuel in the world’s primary energy consumption—from nearly 86 percent in 1997 to about 82 percent in 2022. But this marginal relative retreat has been accompanied by a massive absolute increase in fossil fuel combustion: in 2022 the world consumed nearly 55 percent more energy locked in fossil carbon than it did in 1997.
And what would it take in the future to reach the cherished net zero by 2050 goal? Smil estimates that
…the cost of global decarbonization [would be] $440 trillion, or nearly $15 trillion a year for three decades, requiring affluent economies to spend 20 to 25 percent of their annual GDP on the transition. Only once in history did the US (and Russia) spent higher shares of their annual economic product, and they did so for less than five years when they needed to win World War II. Is any country seriously contemplating similar, but now decades-long, commitments?…
Even though we are technically far better equipped than we were 150 to 200 years ago, the task presented by the second energy transition appears to be no less challenging. Just before the end of 2023 the International Energy Agency published its estimate of global investment in “clean energy,”—in other words, essentially the recent annual cost of the energy transition. In 2023 it was close to $2.2 trillion…[W]e should be investing about six times more, or about $13 trillion a year, to reach zero carbon by 2050. Making it $15-17 trillion a year (to account for expected cost over-runs) seems hardly excessive, and it takes us, once again, to a grand total of $400-460 trillion by the year 2050, good confirmation of [the] previously derived value. This is not a forecast, just a plausible estimate intended to indicate the commonly underestimated cost of this global endeavor.
No natural laws bar us from making the enormous investments needed to sustain such massive annual shifts: we could resort to an unprecedented, decades-long, and civilization-wide existential mobilization of constructive and transformative efforts or, conversely, we could deliberately reduce our energy use by lowering our standard of living and keeping it low to make it easier to displace all fossil carbon.
In the absence of these two radical choices, we should not ignore the experience of the past grand energy transition (from traditional biomass energies to fossil fuels) and we should not underestimate the concatenation of challenges presented by practical engineering, material, organizational, social, political, and environmental requirements of the unfolding transition to a fossil carbon-free world that have been partially reviewed in this essay. When we do assess these challenges realistically, we must conclude that the world free of fossil carbon by 2050 is highly unlikely.
By any reasonable standard of feasibility, I’d make that flat-out impossible. That’s one reason why Democrats, and left parties generally, will eventually have to become energy realists. However much they wish it not to be so, grand energy transitions take time—many, many decades. Absent drastically lowered living standards and/or radical social disruption, this transition will be no different. Fossil fuels, and the support they provide to the high living standards enjoyed by the advanced world and aspired to by everyone else, will be with us for a loooong time.
But hey, “be realistic—demand the impossible!” right?