Tag Archives: energy

Spain’s “solar power meltdown”?

This article in (paywalled) Financial Times is called “The Story Behind Spain’s Solar Power Meltdown”. But the “meltdown” turns out to be in the price of solar power following an extraordinarily successful implementation effort. So maybe it’s a meltdown for some corporations and their investors who created too much capacity in the short term, but it has resulted in abundant renewable energy, which has to be good for the long term.

The other issue apparently is that Spain and its electrical industry did not invest enough in their electric grid and storage capacity at the same time they invested in all this supply, and that has also caused issues. Recent blackouts have been blamed on solar power, whether that is really fair or not (this article says mostly no).

Spain may be sunnier than many parts of the US, but certainly not the desert southwest. I think the lesson here is that solar supply probably doesn’t need government subsidies any more to take off. It may need a level playing field, in other words dirtier, less efficient fossil fuels not to be unfairly subsidized with our taxpayer money while propaganda convinces us the opposite is happening. But the grid, vehicle charging, and storage infrastructure seems like it still needs government help to get over the hump. That is not where the political winds are blowing at the moment, but political winds eventually shift in the face of overwhelming economic forces. Just check in with the coal industry on that one.

positive tipping points

This paper identifies a number of “positive tipping points” on climate change that can help counteract the risk of reaching negative tipping points such as glacier melting and methane release. They identify the shift to solar and wind power, electric vehicles, and heat pumps for heating and cooling buildings. These seem very market- and consumer-driven to me. So these are feedback loops that have been gathering some steam, and maybe governments can do relatively small things to reinforce them in the hopes of getting them to a takeoff point where they are self-sustaining and able to counteract the negative feedback loops that are out there. It is somewhat heartening to realize that the renewable energy and electric vehicle revolutions are farther along outside the US than inside, and we are not getting this impression I believe because of effective oil and gas industry propaganda here. Because those companies and their lobbyists understand these positive feedback loops too, and they are evil or at least amoral in the pursuit of short term profit at the long term expense of human civilization on Earth.

From what I understand (outside this article), adoption of heat pumps and building electrification is farther along in the U.S. than elsewhere. This is interesting – how did we manage to move away from heating buildings with coal, oil, and gas directly decades ago if this decreased the profits of the all-powerful fossil fuel industry? Were they just asleep at the switch, or were the economic incentives just that strong? Is it because we made the choice to fund electric infrastructure through a decentralized, regulated electric utility industry? And once we built that infrastructure, the economic incentives became too strong to resist. Whereas we have not built the infrastructure to support the electric vehicle transition, and the fossil fuel/automobile/highway construction industry is successfully fighting that tooth and nail through propaganda and (legalized, by our corrupt Supreme Court) political corruption. (Remember that currently, highway construction has dedicated funding from gas taxes. And auto dealerships make more money from servicing and repairing fossil fuel powered vehicles than they do from selling them.)

Note the oil and gas industry could have been decentralized and regulated too, that is just not the path we went down a century or so ago. It’s too late for this, but economic incentives are going to push in the direction of building the charging infrastructure, because it is just a better, cleaner, and cheaper way to get around overall. So by pushing for this policy, however strongly and effectively the forces of darkness have been pushing against it lately, we are working to reinforce a positive feedback loop that can eventually tip and become irreversible.

I know, a lot of electricity is still generated with fossil fuels at this point. It is still more efficient from what I understand. And slowly but surely, renewables are chipping away. Add modernized nuclear technology to this mix, like the small modular reactors, and keep pushing toward that longer-term dream of fusion power.

electrification in China, US, EU

Here’s an interesting stat from OilPrice.com:

According to a study, China’s electrification rate has hit 30%, significantly ahead of the U.S. and the EU and US where the electrification rate has plateaued at ~22% in recent years.

The study defines the electrification rate as the share of electricity in final energy consumption versus energy coming from fossil fuels. According to the study, the U.S. still leads the world in the electrification of buildings; however, China recently caught up to the U.S. and Europe in industrial electrification, and has overtaken both in the electrification of transport. In 2024, electric vehicles (EVs) made up approximately 47.9% of the total passenger car sales in China, a huge increase from 2020, when plug-in EVs accounted for just 6.3% of total sales. In comparison, electric vehicles accounted for less than 23% of new car sales in Europe over the timeframe.

I’m all in on electrification. For one thing, it reduces air pollution and carbon emissions even with our current energy supply mix, as I understand it. But it also allows us to substitute cleaner fuels for electric generation over time, starting with natural gas for coal and oil, and moving towards nuclear, renewables, and as an aspirational goal, maybe even fusion.

I’m not surprised the US is lagging on electrifying transportation, because the oil, auto, and highway lobbies are politically powerful and have money at stake. The regulated electric utility and nuclear industries don’t have the same political pull. (There is no particular reason oil couldn’t have been a regulated public utility.) It surprises me a little that the US and Europe are at the same level.

January 2025 in Review

Well, January was a doozy. Here goes:

Most frightening and/or depressing story: Longreads #1 stories of 2024 – this is a lookback but I posted it in January and it has a ton of interesting stuff. Interesting, frightening, and depressing. The story on Israel’s dispatching of air strikes based on statistical analysis is the single most disturbing article I read last year. Everyone should read this article and decide for yourselves where you stand. Another one is called “When the Arctic Melts”. Even as the shadow of fossil fuel propaganda once again overspreads the land, I am afraid the globe could be approaching an irreversible tipping point into runaway warming and sea level rise. Let’s hope the world can afford another four-year round of U.S. backsliding and then pick up the pieces, but I am not sure.

Most hopeful story: I noted that congestion pricing in New York City could provide a glimmer of hope that transportation in the United States could begin to implement 21st century international best practices. (Yes, I am aware the century is a quarter over already – one more indicator of the U.S. slipping towards the bottom of the world’s more advanced nations.) Unfortunately, as I write this on February 13 we see the President himself actively interfering in this state and local matter. “States’ rights” for thee, not for me (i.e. only when it’s convenient to some disingenuous argument).

Most interesting story, that was not particularly frightening or hopeful, or perhaps was a mixture of both: AI agents – coming soon to a computer near you.

electric vehicle charging coils in roads

Yes, you can charge vehicles when they are moving, and there are already pilot projects in Detroit and at UCLA (and almost certainly abroad), according to this article. Installing more of these could be great because we might stop whining about how we can’t have nice electric vehicles because the charging infrastructure takes up too much space or takes too long. If solar panels along the road provide at least some of the power, you can start to imagine this providing a revenue stream to help maintain the roads, thus negating the argument that we can’t have nice things because only taxes on gasoline can be used to maintain the roads.

Vaclav Smil

New Yorker has a long profile of Vaclav Smil. His books have been on my list of too-many-books-to-read-before-i-die for a long time, and have occasionally been semi-finalists, but I have not yet gotten to any of them. The latest is called How the World Really Works.

Basically, he sees himself as bringing relentless rationality and quantitativeness to discussing the world’s energy situation, and is often characterized as an anti-environmentalist as a result. He points out how much energy we really use to make modern civilization possible and how fossil fuels mostly make this possible. For example,

…the power under the direct control of an affluent American household, including its vehicles, “would have been available only to a Roman latifundia owner of about 6,000 strong slaves, or to a nineteenth-century landlord employing 3,000 workers and 400 big draft horses.” He was making a characteristically vivid point about the impact of modern access to energy, most of it produced by burning fossil fuels. No one can doubt that twenty-first-century Americans’ lives are easier, healthier, longer, and more mobile than the lives of our ancestors, but Smil’s comparison makes it clear that most of us underestimate, by orders of magnitude, the scale of the energy transformations that have made our comforts possible.

New Yorker

Increases in efficiency and renewable energy technology are happening, but when he does the math he finds that they are not happening fast enough to bend the curve of consumption and pollution back downwards in the face of relentlessly increasing consumption, especially in the developing world.

The recent slowing of China’s rate of industrialization—S-shaped curves eventually flatten—has not ended its reliance on fossil fuels; the Chinese are still building new coal-fired power plants at the rate of roughly two a week. Not that long ago, Beijing was still a city of bicycles; today, it’s plagued by air pollution, much of it produced by cars. China is the world’s leader in the manufacture of electric vehicles, but it’s also the world’s leader in generating electricity by burning coal. India’s road network, which is already the world’s second longest, after ours, is growing rapidly.

China’s energy consumption will likely peak before 2030, Smil said, but India, Pakistan, Indonesia, and countries in sub-Saharan Africa, among others, are already aiming to follow its growth example. “Don’t forget that at least two and a half billion people around the world still burn wood and straw and even dried dung for everyday activities—the same fuels that people burned two thousand years ago,” he continued. For many years to come, he added, economic growth in such places will necessarily be powered primarily by coal, oil, and natural gas. “They will do what we have done, and what China has done, and what India is trying to do now,” he said. The rate at which the world decarbonizes, he continued, will be determined by them, not by us.

(still New Yorker, but I’m a good little intellectual property rights respecting monkey)

I had this sense when I lived in Asia, that Asia is just so vast and the potential for explosive growth is so enormous that what we do in the US and western Europe will be overwhelmed by their impacts.

I am definitely on the side of math, logic, and reason which are in short supply in this world. I don’t like cynicism disguised as realism to be a substitute for making and having a plan. If math, logic, and reason show that the sort of half-assed plan the world has is not going to work, then the world needs to go back to the drawing board and come up with something that is going to work. It’s like saying your train is headed for a cliff and the the breaks on your train are not strong enough to stop the train before the cliff. If you throw up your hands and do nothing, you are going off the cliff which is not really an option. Trying to do literally anything is a better option than doing nothing. You would find ways to try to slow down the train or improve the brakes even if you thought the chances of success were low, right?

2023 in Review

Warning: This post is not 100% family friendly and profanity free. 2023 was just not that kind of year!

I’ll start with a personal note. After 24+ years of engineering consulting practice, I have decided to leave the world of full-time professional employment and go back to school for a bit. This is some combination of mid-life crisis and post-Covid working parent burnout. I spent a lot of time thinking about it, ran all the financial numbers, and decided I can swing it for a year or so without major implications for my eventual retirement 15-ish years down the line. So, gentle reader, you too can do this sort of thing if you want to. Just be patient, plan, prepare, do the math, and be rational about it.

The Year’s Posts

Stories I picked as “most frightening or depressing”:

  • JANUARY: How about a roundup of awful things, like the corrupt illegitimate U.S. Supreme Court, ongoing grisly wars, the CIA killed JFK after all (?), nuclear proliferation, ethnic cleansing, mass incarceration, Guantanamo Bay, and all talk no walk on climate change? And let’s hope there is a special circle of hell waiting for propaganda artists who worked for Exxon.
  • FEBRUARY: Pfizer says they are not doing gain of function research on potential extinction viruses. But they totally could if they wanted to. And this at a time when the “lab leak hypothesis” is peeking out from the headlines again. I also became concerned about bird flu, then managed to convince myself that maybe it is not a huge risk at the moment, but definitely a significant risk over time.
  • MARCH: The Covid-19 “lab leak hypothesis” is still out there. Is this even news? I’m not sure. But what is frightening to me is that deadly natural and engineered pathogens are being worked with in labs, and they almost inevitably will escape or be released intentionally to threaten us all at some point. It’s like nuclear proliferation, accidents, and terrorism – we have had a lot of near misses and a lot of luck over the last 70 years or so. Can we afford the same with biological threats (not to mention nuclear threats) – I think no. Are we doing enough as a civilization to mitigate this civilization-ending threat? I think almost certainly, obviously not. What are we doing? What are we thinking?
  • APRIL: Chemicals, they’re everywhere! And there were 20,000 accidents with them in 2022 that caused injuries, accidents, or death. Some are useful, some are risky, and some are both. We could do a better job handling and transporting them, we could get rid of the truly useless and dangerous ones, and we could work harder on finding substitutes for the useful but dangerous ones. And we could get rid of a corrupt political system where chemical companies pay the cost of running for office and then reward candidates who say and do what they are told.
  • MAY: There are more “nuclear capable states” than I thought.
  • JUNE: Most frightening and/or depressing story: Before 2007, Americans bought around 7 million guns per year. By 2016, it was around 17 million. In 2020, it was 23 million. Those are the facts and figures. Now for my opinion: no matter how responsible the vast majority of gun owners are, you are going to have a lot more suicides, homicides, and fatal accidents with so many guns around. And sure enough, firearms are now the leading cause of death in children according to CDC. That makes me sick to think about.
  • JULY: Citizens United. Seriously, this might be the moment the United States of America jumped the shark. I’ve argued in the past or Bush v. Gore. But what blindingly obvious characteristic do these two things have in common? THE CORRUPT ILLEGITIMATE UNITED STATES SUPREME COURT!!!
  • AUGUST: Immigration pressure and anti-immigration politics are already a problem in the U.S. and Europe, and climate change is going to make it worse. The 2023 WEF Global Risks Report agrees that “large scale involuntary migration” is going to be up there as an issue. We should not be angry at immigrants, we should be angry at Exxon and the rest of the energy industry, which made an intentional choice not only to directly cause all this but to prevent governments from even understanding the problem let alone doing anything to solve it. We should be very, very angry! Are there any talented politicians out there who know how to stoke anger and channel it for positive change, or is it just the evil genocidal impulses you know how to stoke?
  • SEPTEMBER: “the accumulation of physical and knowledge capital to substitute natural resources cannot guarantee green growth“. Green growth, in my own words, is the state where technological innovation allows increased human activity without a corresponding increase in environmental impact. In other words, this article concludes that technological innovation may not be able to save us. This would be bad, because this is a happy story where our civilization has a “soft landing” rather than a major course correction or a major disaster. There are some signs that human population growth may turn the corner (i.e., go from slowing down to actually decreasing in absolute numbers) relatively soon. Based on this, I speculated that “by focusing on per-capita wealth and income as a metric, rather than total national wealth and income, we can try to come up with ways to improve the quality of human lives rather than just increasing total money spent, activity, and environmental impact ceaselessly. What would this mean for “markets”? I’m not sure, but if we can accelerate productivity growth, and spread the gains fairly among the shrinking pool of humans, I don’t see why it has to be so bad.”
  • OCTOBER: Israel-Palestine. From the long-term grind of the failure to make peace and respect human rights, to the acute horror causing so much human suffering and death at this moment, to the specter of an Israeli and/or U.S. attack on Iran. It’s frightening and depressing – but of course it is not my feelings that matter here, but all the people who are suffering and going to suffer horribly because of this. The most positive thing I can think of to say is that when the dust settles, possibly years from now, maybe cooler heads will prevail on all sides. Honorable mention for most frightening story is the 2024 U.S. Presidential election starting to get more real – I am sure I and everyone else will have more to say about this in the coming (exactly one year as I write this on November 5, 2023) year!
  • NOVEMBER: An economic model that underlies a lot of climate policy may be too conservative. I don’t think this matters much because the world is doing too little, too late even according to the conservative model. Meanwhile, the ice shelves holding back Greenland are in worse shape than previously thought.
  • DECEMBER: Migration pressure and right wing politics create a toxic feedback loop practically everywhere in the world.

Stories I picked as “most hopeful”:

  • JANUARY: Bill Gates says a gene therapy-based cure for HIV could be 10-15 years away.
  • FEBRUARY:  Jimmy Carter is still alive as I write this. The vision for peace he laid out in his 2002 Nobel Peace Prize acceptance speech is well worth a read today. “To suggest that war can prevent war is a base play on words and a despicable form of warmongering. The objective of any who sincerely believe in peace clearly must be to exhaust every honorable recourse in the effort to save the peace. The world has had ample evidence that war begets only conditions that beget further war.”
  • MARCH: Just stop your motor vehicle and let elephants cross the road when and where they want to. Seriously, don’t mess with elephants.
  • APRIL: There has been some progress on phages, viruses intentionally designed to kill antibiotic-resistant bacteria. Also, anti-aging pills may be around the corner.
  • MAY: The U.S. Congress is ponying up $31 billion to give Houston a chance at a future. Many more coastal cities will need to be protected from sea level rise and intensifying storms. Now we will see if the U.S. can do coastal protection right (just ask the Dutch or Danish, no need to reinvent anything), and how many of the coastal cities it will get to before it is too late.
  • JUNE: It makes a lot of sense to tax land based on its potential developed value, whether it has been developed to that level or not. This discourages land speculation, vacant and abandoned property in cities while raising revenue that can offset other taxes.
  • JULY: There is a tiny glimmer of hope that Americans might actually value more walkable communities. And this is also a tiny glimmer of hope for the stability of our global climate, driver/bicyclist/pedestrian injuries and deaths, and the gruesome toll of obesity and diabetes. But it is only a glimmer.
  • AUGUST: Peak natural gas demand could happen by 2030, with the shift being to nuclear and renewables.
  • SEPTEMBER: Autonomous vehicles kill and maim far, far fewer human beings than vehicles driven by humans. I consider this a happy story no matter how matter how much the media hypes each accident autonomous vehicles are involved in while ignoring the tens of thousands of Americans and millions of human beings snuffed out each year by human drivers. I think at some point, insurance companies will start to agree with me and hike premiums on human drivers through the roof. Autonomous parking also has a huge potential to free up space in our urban areas.
  • OCTOBER: Flesh eating bacteria is becoming slightly more common, but seriously you are not that likely to get it. And this really was the most positive statement I could come up with this month!
  • NOVEMBER: Small modular nuclear reactors have been permitted for the first time in the United States, although it looks like the specific project that was permitted will not go through. Meanwhile construction of new nuclear weapons is accelerating (sorry, not hopeful, but I couldn’t help pointing out the contrast…)
  • DECEMBER: I mused about ways to create an early warning system that things in the world or a given country are about to go seriously wrong: “an analysis of government budgets, financial markets, and some demographic/migration data to see where various governments’ priorities lie relative to what their priorities probably should be to successfully address long-term challenges, and their likely ability to bounce back from various types and magnitudes of shock. You could probably develop some kind of risk index at the national and global levels based on this.” Not all that hopeful, you say? Well, I say it fits the mood as we end a sour year.

Stories I picked as “most interesting, not particularly frightening or hopeful, or perhaps a mixture of both”:

  • JANUARY: Genetically engineered beating pig hearts have been sown into dead human bodies. More than once.
  • FEBRUARY: It was slim pickings this month, but Jupiter affects the Sun’s orbit, just a little bit.
  • MARCH: Chickie Nobs have arrived!
  • APRIL: I had heard the story of the Google engineer who was fired for publicly releasing a conversation with LaMDA, a Google AI. But I hadn’t read the conversation. Well, here it is.
  • MAY: Peter Turchin’s new book proposes four indicators presaging political instability: “stagnating or declining real wages, a growing gap between rich and poor, overproduction of young graduates with advanced degrees, declining public trust, and exploding public debt“. I found myself puzzled by the “overproduction of young graduates” part, and actually had a brief email exchange with Peter Turchin himself, which I very much appreciated! Anyway, he said the problem is not education per se but “credentialism”. I have to think some more about this, but I suppose the idea is that education, like health, wealth, and almost everything else, is not equally distributed but is being horded by a particular class which is not contributing its fair share. These are my words, not Peter’s, and he might or might not agree with my characterization here.
  • JUNE: The U.S. may have alien spacecraft at Area 51 after all. Or, and this is purely my speculation, they might have discovered anti-gravity and want to throw everybody else off the scent.
  • JULY: We are all susceptible to the “end of history effect” in that we tend to assume our personalities will not change in the future, when in fact they almost certainly will. So one way to make decisions is to imagine how a few different possible future yous might look back on them.
  • AUGUST: There are a number of theories on why “western elites” have not been (perceived to be) effective in responding to crises in recent years and decades. Many have to do with institutional power dynamics, where the incentives of the individual to gain power within the institution do not align with the stated goals of the institution. Like for example, not killing everyone. The possible silver lining would be that better institutions could be designed where incentives aligned. I have an alternate, or possibly complementary, theory that there has been a decline in system thinking and moral thinking. Our leaders aren’t educated to see the systems and or think enough about whether their decisions are on the side of right or wrong.
  • SEPTEMBER: Venice has completed a major storm surge barrier project.
  • OCTOBER: The generally accepted story of the “green revolution“, that humanity saved itself from widespread famine in the face of population growth by learning to dump massive quantities of fossil fuel-derived fertilizer on farm fields, may not be fully true.
  • NOVEMBER: India somehow manages to maintain diplomatic relations with Palestine (which they recognize as a state along with 138 other UN members), Israel, and Iran at the same time.
  • DECEMBER: Did an AI named “Q Star” wake up and become super-intelligent this month?

And Now, My Brilliant Analytical Synthesis!

Climate Change. Well really, I’m likely to just say things now I have said many times before. The climate change shit is really starting to hit the fan. Our largely coastal civilization and the food supply that sustains it is at risk. The shit we can obviously see hitting the fan right now is the result of emissions years if not decades ago, and we have continued to not only emit too much but to emit too much at an increasing rate since those emissions, and we continue to not only emit too much but to emit at an increasing rate today. This means that even if we stop emitting too much right now and going forward, the crisis will continue to get worse for some time before it eventually gets better. And we are not doing that, we are continuing to not only emit too much but we are doing it at an increasing rate. We are already seeing the beginnings of massive population movements fueling a downward spiral of nationalist and outright racist geopolitics, which makes it even harder to come together and address our critical planetary carrying capacity issue in a rational manner. We are not only seeing “the return of great power competition”, we are insanely patting ourselves on the back for aiding and abetting this, and piling nuclear proliferation on top of it. Is a soft landing possible in this situation? I am not going to tell you I think it is, or even if it is possible that our species and cowards that pass for our leadership have any hope of making it happen. I think about the best we can hope for is some kind of serious but manageable collapse or crisis that brings us to our senses and allows some real leaders to emerge. To throw out one idea, maybe we could come to a new era of arms reduction for the major nuclear powers, and halts to proliferation for all the emerging nuclear powers, in exchange for civilian nuclear power for everyone who wants it, all under a strict international control and inspection regime. This would begin to address two existential risks (nuclear war and climate change) at once. Or maybe, just maybe, we are on the verge of a massive acceleration of technological progress that could make problems easier to solve. Maybe, but new technology also comes with new risks, and we shouldn’t put all our eggs in this basket. Besides, the singularity is nearing but it still feels a decade or so away to me.

UFOs. Aside from all of that, maybe the weirdest single thing going on in the world right now is the UFOs. There seems to be no real controversy about them – they are out there. They are flying around and if not defying the laws of physics as we know them, defying any technology that is able to accommodate the laws of physics as we know them. And what this logically leads to is that somebody (or some intelligent entity) knows something about the laws of physics that the rest of us do not know. Einstein explained how gravity behaves, but he wasn’t able to fully explain what gravity is or certainly how or why it came to be the way it is. Einstein’s predictions have since been proven through incontrovertible evidence, and the predictions of quantum theory have also been incontrovertibly proven, but the two theories are still at odds and in need of unification despite the efforts of the most brilliant minds today. But…are the most brilliant minds today operating in the open, or are they behind closed doors at private defense contractors and subject to censorship on national security grounds? If there has been a major discovery, would it see the light of day or would it be suppressed? I have no information here, I am just saying this is a narrative that would fit the evidence, and I don’t see other plausible narratives that fit the evidence. Why would aliens be playing with relatively easily discoverable toys in our atmosphere, while in the meantime we have discovered no radio signal evidence, no evidence of their existence in our telescopes? Those things would be very hard if not impossible to cover up, so I think we would know. The Fermi Paradox persists.

Artificial Intelligence. I tend to think the AI hype is ahead of the reality. Nonetheless, the reality is coming. It will probably seize control without our noticing after the hype has passed. Is it possible we could look back in a decade and identify 2023 as the year it woke up? There were a couple queer (in the original dictionary sense – I just couldn’t think of a better word) stories in 2023. One was a Google engineer getting fired after publicly declaring his belief that a Google AI had become conscious. The other was the “ethics board” of a major corporation firing its CEO in relation to a rumored artificial general intelligence breakthrough. Only time will tell what really happened in these cases (if it is ever made public), but one thing we can say is that technological progress does not usually go backwards.

Synthetic Biology. It’s pretty clear we are now in an age of synthetic biology breakthroughs that was hyped over the last few decades, and the media and publics of the world are predictably yawning and ignoring. But we are hearing about vaccines and cures on the horizon for diseases that have long plagued us, genetically engineered organs, synthetic meat, engineered viruses to fight antibiotic-resistant bacteria, and anti-aging pills among other things. And then there is the specter of lab accidents and biological weapons, which might be the single most scary thing in the world today out of all the terrifying things I have mentioned in this post.

2024 U.S. Presidential Election. Ugh, I’m still not ready to think about it, but it is going to happen whether I am ready to think about it or not. I’ll get around to thinking and writing about it soon, I’m sure.

Happy 2024!

Bill Gates on 2023

Bill Gates’s year-end retrospective is kind of rambling but here are a few points I pulled out:

  1. Lots more vaccines were administered to children in developing countries using new technologies and new delivery methods. This has made a big difference in child mortality, and that is always a happy thing. He doesn’t really go into details on the new technologies, but I am imagining things like nasal sprays rather than needles, and vaccines that don’t require refrigeration or not as much. And sometimes we just figure out how to make familiar things but make them much cheaper, and this can make a huge difference. Which would illustrate that important technologies don’t have to seem extremely complicated and high-tech to have a big impact.
  2. On the AI front, he says it will accelerate drug development, including solutions for antibiotic resistance. I don’t doubt this, although I suspect the hype has gotten a bit ahead of the rollout. So I would look for this over the next half-decade or so rather than expecting it to burst on the scene in 2024. Bill actually predicts “18–24 months away from significant levels of AI use by the general population”.
  3. He talks about AI tutors for students. I don’t want to be a Luddite, but I am concerned this will just mean less teachers per student, which will be bad.
  4. Maybe AI can just get our medical records under control. This would be nice. Transparent, common protocols for how medical records should be formatted, stored, and shared could also do this though. I can someday hope robots will constantly clean up and organize my messy house as I just throw my things everywhere, or I could organize my house (which would take a big effort once) and keep it that way (which would take small, disciplined daily efforts).
  5. Gut microbiome-based medicine. Sounds good, I guess. Then again, whenever we try to replace nutritious whole foods with highly manufactured alternatives (vitamin pills, baby formula) we tend to decide later that we should have stuck with the whole foods.
  6. “a major shift toward overall acceptance of nuclear” power. Well, it’s been pretty obvious to me for a long time that this had to happen, but maybe the world is catching up. Nuclear could certainly have been the bridge fuel to renewables if we had fully adopted it decades ago. The question now is whether, given its incredibly long time frames to get up and running and the fact that any technology is obsolete by the time it is up and running, and the current pace of renewables, it still makes sense. I definitely think we should put some eggs in this basket though.
  7. He mentions the fusion breakthrough at Lawrence Livermore about a year ago. It’s been a year and we haven’t heard much more – is the time to refine and rollout that technology going to be measured in years, decades, or never?
  8. He talks about the need for more investment in electric grids and transmission lines. Yes, this is unsexy but really needs to happen. Will it?

August 2023 in Review

Most frightening and/or depressing story: Immigration pressure and anti-immigration politics are already a problem in the U.S. and Europe, and climate change is going to make it worse. The 2023 WEF Global Risks Report agrees that “large scale involuntary migration” is going to be up there as an issue. We should not be angry at immigrants, we should be angry at Exxon and the rest of the energy industry, which made an intentional choice not only to directly cause all this but to prevent governments from even understanding the problem let alone doing anything to solve it. We should be very, very angry! Are there any talented politicians out there who know how to stoke anger and channel it for positive change, or is it just the evil genocidal impulses you know how to stoke?

Most hopeful story: Peak natural gas demand could happen by 2030, with the shift being to nuclear and renewables.

Most interesting story, that was not particularly frightening or hopeful, or perhaps was a mixture of both: There are a number of theories on why “western elites” have not been (perceived to be) effective in responding to crises in recent years and decades. Many have to do with institutional power dynamics, where the incentives of the individual to gain power within the institution do not align with the stated goals of the institution. Like for example, not killing everyone. The possible silver lining would be that better institutions could be designed where incentives aligned. I have an alternate, or possibly complementary, theory that there has been a decline in system thinking and moral thinking. Our leaders aren’t educated to see the systems and or think enough about whether their decisions are on the side of right or wrong.

peak natural gas demand by 2030?

The International Energy Agency is forecasting that global demand for natural gas will peak and fall by 2030. In the short term, the Russia-Ukraine war has led to a drop in supply, a spike in prices, and a shift to liquid natural gas from the Middle East. In the longer term though, the shift is toward nuclear (at least, restarting underutilized plants or delaying retirement of already existing plants) and renewables according to this article. It sounds somewhat hopeful and welcome, although of course still too little too late to stop the unfolding climate catastrophe.