Global Energy Assessment Toward a Sustainable Future



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Keynote Address at the 10 th Anniversary of the Global Climate &Energy Project Creating a Bright Energy Future GCEP at 10 Years Stanford University October 10, 2012 Global Energy Assessment Toward a Sustainable Future by Thomas B Johansson Professor em, International Institute for Industrial Environmental Economics, Lund University, Sweden Co-Chair, Executive Committee, Global Energy Assessment/IIASA, Austria, Commissioner for fossil independent road transport, Ministry of Enterprise, Sweden

EJ Global Primary Energy 1200 1000 800 600 Other renewables Nuclear Gas Oil Coal Biomass Commercial aviation Nuclear energy Microchip 400 200 Steam engine Electric motor Gasoline engine Vacuum tube Television Renewables Nuclear Gas Oil Coal 0 Biomass 1850 1900 1950 2000 2050 Source: GEA Chapter 17

From: Steffen et al. 2004 Source: IGBP

The planetary boundaries concept Source: Fockström et al., 2009

Challenges requiring actions on Energy a. Energy services for growing populations, 7 to 9 billion by 2050; and economies, 2%/a per capita b. Universal access to modern forms of energy (the ~3 billion w/o access) c. affordable energy services (@$100/bbl??) d. secure supplies, from households to nations; peak oil e. health and environment challenges (WHO guidelines ++) f. planetary boundaries, incl. climate change mitigation (<+2 deg above pre.ind.) g. Peace h. ancillary risks (large accidents, nuclear weapons proliferation, food prices,...) => Major Energy System and Policy Changes Needed!

These challenges must be addressed adequately timely simultaneously

Global Energy Assessment Towards a Sustainable Future Initiated to explore the role of energy and energy options addressing global sustainability, The work involved >300 Authors from five continents, Peer-review by >200 Anonymous Reviewers coordinated by Review Editors, 7 Final report (Cambridge University Press), 1800 pages, just published (September 2012)

Intellectual origins of the GEA (not exhaustive) Limits to Growth (Meadows et.al, 1972) Energy in a Finite World, (Häfele et al.,1979) Energy for a Sustainable World (Goldemberg, Johansson, Reddy, and Williams, 1985/88) United Nations Solar Energy Group for Environment and Development (chaired by T.B. Johansson), commissioned Renewable Energy Sources for Fuels and Electricity, 1993) Energy after Rio (UNDP,1996) Energy for Tomorrow s World (World Energy Council, 1998) World Energy Assessment, (2000; UNDP, WEC, UNDESA) World Energy Assessment update IIASA s Scientific Advisory Committee endorsed the proposal of TBJ to establish a 2 nd WEA, called Global Energy Assessment (2006)

Authors 25 Chapters led by Convening Lead Author(s) (CLA) with typically 10-12 Lead Authors (LA) All authors selected on the basis of excellent scientific credentials, and also striving for a resonable regional and gender balance All CLAs formed the GEA Executive Committee

Convening and Lead Authors TOTAL 302

Executive Committee Regional Balance North America: Sally Benson Marc Jaccard Eric Larson Susan McDade Bob Schock Kirk Smith Frank von Hippel Kurt Yeager

Executive Committee Gender Balance

Sponsoring Organizations Governments/Agencies Austria - multi-year European Union Germany Italy Norway Sweden - multi-year USA (EPA, DoE) Industry First Solar Petrobras WBCSD WEC International Organizations GEF IIASA UNDESA UNDP UNEP UNIDO World Bank (ESMAP) Foundations UN Foundation Climate Works Foundation Global Environment & Technology Foundation

Reasons for Concern The Red Embers 3.2 o C 2 o C 1.5 o C Source: Smith et al. PNAS, 2009

Global emission pathways in compliance with a 2 ºC guardrail, with 67% probability (WBGU 2009) Source: WBGU

The challenges translate into a need for a major energy systems transformation Main elements: Energy end-use efficiency Renewable energies Carbon Capture and Storage (for CC only)

celková energie [kwh/m 2 a] 250 200-90% Domácí spotřebiče Vzduchotechnika Passive Buildings 150 100 50 0 Stávající zástavba Pasivní dům Ohřev TUV Vytápění Energy use for space conditioning reduced by 90+ % through application of better - 75% insulation, windows, doors etc., as well as heat recovery and solar gains. Applicable to both new construction and renovation. Source: Jan Barta, Center for Passive Buildings, www.pasivnidomy.cz

2005 2010 2015 2020 2025 2030 2035 2040 2045 2050 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050 final energy use: global heating and cooling Floor Area Thermal Comfort Final Energy Floor Area, 1E9 m^2 400 350 Energy, PWh/year 18.0 16.0 300 250 200 150 100 50 0 +126 % Adv New New Adv Ret Retrofit Standard 14.0 12.0 10.0 8.0 6.0 4.0 2.0 0.0 Adv New New Adv Ret Retrofit Standard - 43 % Source: GEA Chapter 10

Transportation Source: GEA Chapters 9, 12, and 17

Figur från Tomas Kåberger

Annual global net grid connection changes 1995-2011 50 40 30 GW/a 20 wind nuclear PV 10 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011-10 Year

2008$/kW Nuclear PWR Investment Costs (US overnight Nuclear excl. PWR interest, Investment France Costs partly incl. interests) US overnight excl. interest, France partly incl. interests mean/best guess and min/max of costs 10000 US average France best guess 5000 4000 3000 1983 1996 2000 1980 1995 1000 1 10 100 1971 1977 cum GW installed 1980 1985 1975 US: Koomey&Hultman, 2007, France: Grubler, 2009 Source: GEA Chapter 24

biomass upstream emissions photosynthesis Fuel transport/distribution fuel flue gases coal upstream emissions vehicle tailpipe grid electricity displaced Co-gasification of coal and biomass for the Co-production of power, fuels, and chemicals with CCS leading to negative carbon emissions ATMOSPHERE electricity to grid biomass Conversion coal CO 2 storage char Source: GEA Chapter 12

Objectives and goals for the GEA energy back-casting scenario for 2050 Support economic growth at recent historic rates Almost universal access to electricity and cleaner cooking, by 2030 Reduce air pollution impacts on health, adhering to WHO guidelines Avoid dangerous climate change, stay below + 2 o C above preindustrial global mean temperature Improve energy security through enhanced diversity and resilience of energy supply And in the process, address peak oil and nuclear weapons proliferation challenges

Branching points in GEA backcasting analysis Source: GEA Chapter 17

EJ GEA-Supply Pathway 1200 1000 800 600 400 200 Geothermal Solar Wind Hydro Nuclear Gas wccs Gas woccs Oil Coal wccs Coal woccs Biomass wccs Biomass woccs Renewables Nuclear Gas Oil Coal 0 Biomass 1850 1900 1950 2000 2050 Source: GEA Chapter 17

Matching policies to investment needs Source: Chapter 22

Million US$2008 PPP Public Sector Energy RD&D in IEA Member countries by major technology group 20000 15000 10000 5000 Other Efficiency Renewables Fossil Fuels Fusion Nuclear w/o fusion 0 1974 1976 1978 1980 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 100% future technology needs share in 2000-2100 cum. emission reduction past and current R&D into developing improved technologies, shares by technology Distribution of past and current energy R&D as compared to future technology needs from the pathways analysis 80% 60% 40% 20% Nuclear Renewables Fossil Fuels Other Energy Efficiency Source: GEA Chapter 24 0% Min Mean Max In future mitigation scenarios (technology needs portfolio) 1974-2008 2008 public energy R&D (past, current R&D portfolio) MIN Mean Max 1974-2008 2008

Access as an example of policy integration: Combining policies delivers maximum benefit

Policy integration at the urban scale Simulated energy use for an urban settlement of 20,000 inhabitants using the SimCity Model combining spatially explicit models of urban form, density, and energy infrastructures, with energy systems optimization. Source: Chapter 18

Policies: Some key messages Technology is important, but it is equally important are issues related to implementation: institutions, market behavior, skills & capacities, etc. The urgency for action is motivated by the urgency of addressing the challenges as well as the need to achieve multiple goals simultaneously and to avoid negative lock-in Subsidies and enhancing R&D and innovation are key areas for intervention. For example, a reorientation of the R&D efforts to energy efficiency and renewable energy technologies is required Energy policies need to be coordinated with policies in sectors such as industry, buildings, urbanization, transport, health, environment etc. The multiple benefits from efficiency/renewables investments need to be incorporated in market conditions These messages are well-known, but GEA chapters present some compelling examples

Simultaneous economic development, poverty alleviation, and reduced greenhouse gas emissions The concept multiple benfits Value all benefits (jobs, growth, seurity, helath, local environment, reduced claimate impacts,...) To characterize costs of a project in terms of per tc avoided is misleading. Efficient use of energy, esp. at the point of end.use Renewable energies

not just energy technology Urban planning Transportation systems Material use Land use Consumption patterns..

Value of GEA approach Specific results are noteworthy, however, there are aspects of the approach that go further Scenario/Pathways based on normative goals Quantification of sustainable development policies Identification and consideration of multiple benefits Possibility of engagement with different stakeholders and entry points for transformative change Emphasis on specific sectors and areas that offer urgent and important windows for intervention Urban areas Energy access Energy efficiency Renewable energies R&D and innovation 39

A few Conclusions: Many combinations of resources and technologies can address the challenges simultaneously. these combinations create (societal and individual) benefits that are not reflected in the conditions of market actors. more efficient use of energy offers the largest flexibility on the supply side; renewables to increase significantly CCS probably a must Nuclear power may be an option, but is not a must. strong incentives och capacity development are needed and can only be provided by the public sector

Thank you!