Undoubtedly, the U.S. is experiencing two notable energy transitions, from coal to natural gas and from fossil fuels to new renewables in electricity generation. These shifts are welcome because they promise to bring cleaner and less carbon-intensive supplies. But they cannot be rapid, and they bring their own technical, economic and social challenges. Energy infrastructure is the world’s most elaborate and expensive, and the longevity and inertia of many large energy enterprises make it impossible for any large, complex national system (to say nothing of the global level) to reconfigure itself even in three or four decades.
And the statement is, on its own terms, quite certainly correct. Yet I support calls for a "pedal to the metal" transition to low and no carbon, sustainable energy as a policy approach that we shall have to be pursuing in order to achieve what must be done. So, what gives? Is Vaclav Smil correct? And if he is, in what sense is he correct?
The topic for this week's Sunday Train was brought to my mind when I listened to the Energy Gang podcast. They were discussing the question of whether "CSP (that is, concentrated thermal solar power) is dead", and the always entertaining, but not uniformly informative, "energy futurist" Jigar Shah declared that "CSP is dead" (segment starts 30:29), backing the claim up with a set of bullet points that fell far short of supporting the claim. And listening to the set of bullet points, it seemed to me that he was talking in the context of the phase of the transition to renewable energy that we are presently in, and ignoring the phase of the transition that we will have to pass through if we are to survive as a national economy and national economy.
In short, he seemed to be talking more as an energy presentist than an energy futurist, claiming that there was no plausible position for solar CSP power based on both the technology currently rolled out for a technology that is experiencing rapid development, and in the context of renewable energy being added to an energy system which is untenable over the long term.
But I do not mean to single out Jigar Shah, since as I have recently been exploring various discussion spaces talking about various issues in the roll-out of renewable energy, cross-talk between the different phases of the transition to renewable energy seems to be commonplace. So what I wish to write about this Sunday afternoon is the "Two Transitions" to renewable energy: the Current Transition and the Next Transition.
Last week, I considered the concept of Pedal to the Metal Climate Change policies: the kind of policies that we will now have to pursue if we become serious about Climate Change, because of the 16+ years we will have wasted since 2000 that would have given us the opportunity to pursue a more gradualist approach. At that time, there was a debate that could be characterized as an argument between "incrementalism" and "purism". However, at present, and therefore by the time the current administration will be completed, we have passed the point of asking "how fast should we go", and have passed into "how fast can we go" territory. Hence the Pedal to the Metal approach.
Last week, I did not rehash Micheal Hoexter's overview of a Pedal to the Metal Climate Change policy, but rather looked at the leading edge of that policy package, what I dubbed "front-runner" policies, and looked the Steel Interstate as one example of a front-runner policy for a Pedal to the Metal Climate Change policy package. This week, I am going to turn from Rapid Freight Rail and consider what kind of Rapid Passenger Rail policy would qualify as a front-runner policy for a Pedal to the Metal Climate Change Policy.
Earlier this month, Micheal Hoexter offered a "A Pedal-to-the-Metal Plan" to respond to the challenge of Climate Chaos at New Economic Perspectives, also crossposted to Naked Capitalism (part 1, part 2 and part 3).
His plan is an overarching plan for a 15-20 year equivalent-to-worldwar mobilization of our economy for the purpose of reducing the degree of severity of the climate catastrophe that our economy has signed up for under status quo policies. What I am looking at this week is the role that Rapid Freight Rail and Rapid Passenger Rail can play as part of the mix of Pedal to the Metal Climate Change policies addressing transport.
There is a tremendous gap today between the maximum that is politically feasible and the minimum required to make a serious dent in the challenge that we face. This piece lies primarily on the "minimum necessary" side of our current political dysfunction, looking at necessary (though not sufficient) structural transformations of our transportation system. However, it is also address in part to the "maximum feasible" side, since these are policies that can be put into place on the back of only a partial political breakthrough, which may not on its own be enough to get a complete Pedal to the Metal policy package in place.
I argue that both Rapid Freight Rail and Rapid Passenger Rail can play the roles of "front-runner" policies on the transport side of a Pedal to the Metal Climate Change policy package. One of the things we look for in prospective front-runner policies is that the policies stand on their own, but they also strongly complement follow-up policies that we would look to put into place to complete the Pedal to the Metal policy package.