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Understanding fossil fuel consumption growth: why history matters Simon Pirani Senior Visiting Research Fellow, Oxford Institute for Energy Studies simonpirani@gmail.com Oxford Energy Colloquium, Tuesday 30 October 2018 1 Agenda


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Understanding fossil fuel consumption growth: why history matters

Simon Pirani

Senior Visiting Research Fellow, Oxford Institute for Energy Studies simonpirani@gmail.com

Oxford Energy Colloquium, Tuesday 30 October 2018

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Agenda

Introduction

  • 1. Some themes for interdisciplinary research
  • 2. Putting political history (of the international

climate negotiations) into context

  • 3. Chronologies (1950 to now)

Conclusions

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Introduction

■ Fossil fuel consumption growth from the mid 20th century is part of the “great acceleration” ■ Greenhouse gas emissions, and hence global warming, are caused by humans – but not by undifferentiated

  • humanity. Fuel is used

by people living in specific sets of social relations

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■ Most fuel use is by and through big technological systems. Focus on these, and their place in social and economic systems

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1000 1200 1400 1600 1800 2000 2200 2400 2600 100 150 200 250 300 350 400 1960 1970 1980 1990 2000 2010

Energy use, mt of oil equivalent Population, millions Year

Population and total energy use: USA

Population Energy use

  • 1. Themes for interdisciplinary research
  • a. Consumption is correlated with economic

growth, but not with population growth

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  • b. Technological systems have developed in certain

ways, and not others, because of the social and economic, and to some extent political, contexts

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  • c. The history of fuel-consuming technologies is

also the history of “roads not taken”

1962: model changes to cars since 1949 cost $5 billion/year in the US, for bigger cars, extra petrol, retooling, etc. (Fisher et al, “The Cost of Automobile Model Changes Since

1949”, Journal of Political Economy 70:5)

1977: centralised electricity generation to supply residential heating is “like cutting butter with a chainsaw” (Amory Lovins, Soft Energy Paths, p. 40) 1988: “the overzealous belief in growth […] leads directly to a large waste of resources”, such as building unneeded industrial production capacity (Daniel

Spreng, Net-Energy Analysis, pp. 61-62)

2012: “It is indeed a supreme irony that computers, sensors and computational ability have transformed every major industry except power-

  • generation. […] The electricity meter […] holds retail consumers hostage […]

Technology is available to break down this iron curtain meter [but has not been deployed]” (Johannsen et al, Global Energy Assessment, pp. 1159-1161)

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  • d. A focus on systems, both technological and social, is

necessary for understanding individual consumption

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Primary energy Final energy Useful energy Energy services Oil Petrol Acceleration/

  • vercoming air

resistance Getting from place to place Technologies: oil wells - refineries - car manufacture - cars, roads, parking spaces Coal Electricity and heat Light and heat emission Illumination and warmth after dark Technologies: mines - power stations - electricity and heat networks - light bulbs, radiators Energy is “consumed” throughout the system, not only at the end

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  • e. The commodification of energy products has

been central to inequalities of energy supply

8 Population, millions

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9 1000 2000 3000 4000 5000 6000 7000 8000 9000 1971 1976 1981 1986 1991 1996 2001 2006 2011

Energy consumption per person per year, kg of oil equivalent

China Russian Federation Germany Bangladesh India United States

Energy use per head figures: part, but not all, of the story

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  • 2. Putting political history (the international climate

negotiations) into context

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OECD Non-OECD

Slide by Simon Pirani, OIES

1992 Rio agreement

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The largest consuming technologies (electricity, ICE, steam turbines, chemical fertilisers) came from the second industrial revolution s The big volume increases came after 1950, during the “great acceleration” Trends that pushed consumption growth: urbanisation; industrialisation; changes in the labour process; motorisation; electrification; household consumption and consumerism

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  • 3. Chronologies
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The 1950s-60s: post-war boom

  • Infrastructure developed in wartime played a

crucial role

  • The USA was completely dominant
  • Roads, electricity, industry went to Europe
  • Rich world populations acquired cars
  • Household consumption grew
  • Appliances substituted for domestic labour,

but the didn’t reduce hours

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The 1970s

“Energy crisis” is a meaningless term. There were two oil price shocks (1973, 1979). They caused: ■ a real crisis for developing-world

  • il importers;

■ an oil price adjustment for rich nations; ■ crises of perception and policy.

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500 1000 1500 2000 2500 1972 1974 1976 1978 1980 1982 1984

Fossil fuel consumption, 1972-1985, mtoe

OECD Oil OECD Gas OECD Coal Non-OECD Oil Non-OECD Gas Non-OECD Coal

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The 1980s: crises and

  • il price shocks
  • Consumption is still overwhelmingly in the

“global north”

  • Efficiency gains and conservation gains. But

some of these were reversed after oil prices fell in the mid 1980s

  • The discovery of global warming in the late

1980s proves to be a turning point

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The 1990s: shunning the global warming challenge

  • Rio: “no binding targets” policy adopted
  • Subsidies for fossil fuel production and

consumption start to grow

  • The age of neo-liberalism - which, in energy

markets, means electricity liberalisation

  • Kyoto 1997: market mechanisms to

decarbonise

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The 2000s: China is a crucial factor

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1965 1970 1975 1980 1985 1990 1995 2000 2005 2010

500 1000 1500 2000 2500 3000 3500 Primary commercial energy use, millions tonnes oil equivalent

China India South Africa Russian Federation US

Slide by Simon Pirani, OIES

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The 2000s: acceleration renewed

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Measured in the only way that matters, i.e. by total fossil fuel consumption and total carbon emissions, climate policies have failed. Consumption rose steeply in the 2000s. As a proportion of primary commercial energy, fossil fuel use fell, but not as much as it did in the 1970s-80s

Mtoe/year

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Conclusions

■ History is not neutral. The view presented, of consumption by and through technological, social and economic systems, is at odds with views focused on individual consumption and ecological damage by an undifferentiated humanity ■ Research on energy transitions concluded that changes in energy end-use services are key; that technological innovations are initially hit- and-miss, and diffusion is slow. There has been debate about the possibility of faster transitions. I propose a focus on the interaction of technological and social change ■ The lessons of global political history are relevant. The failure of the Rio process is a historical failure of states. A transition needs to be one in which the whole of society becomes the motive force of change

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Published August 2018

"Insightful, precise and well-written, Burning Up turns energy consumption on its head. Pirani fills a crucial gap ... Anybody fighting climate change should read this" - Mika Minio-Paluello, campaigner at Platform London and co-author

  • f The Oil Road: Journeys from the Caspian Sea

to the City of London (Verso, 2013) "This meticulous depiction of how fossil fuels are woven into our human systems - not only technological but also economic, social and political - is an invaluable aid to getting them back under control" - Walt Patterson, author of Electricity vs Fire (2015) "Explains the technological, social and economic processes that have prioritised a particular way

  • f satisfying society's demand for energy

services" - Michael Bradshaw, Professor of Global Energy, Warwick Business School, UK, author of Global Energy Dilemmas (2013)

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