The Three Chinas and World Energy Demand

Guest post by Thomas Fuller

I have been broadly correct about two important things in my career as an analyst. (I wasn’t the only one and I wasn’t the first–just far enough ahead of the curve to make a difference.)
The two things were the demographic decline of much of Europe and the rapid adoption of the internet following the release of the world wide web. I was not studying or researching either topic at the time–the two phenomena leapt out of other research I was conducting and were obviously more important than what I was doing at the time, so I dropped what I was doing and started looking at them exclusively.
So now it’s time to try for the trifecta. (No, I really don’t care about that at all–but this is the third Capital Letter Issue that has jumped out at me, so what the hey…)
Inadequate projections of latent demand for energy are leading to poor decisions now and are muddying the debate about both climate change and energy policy for the rest of the century.
The U.S. Department of Energy and the United Nations both project global consumption of energy at 680 and 703 quads respectively by the period 2030-2035 (a ‘quad’ is one quadrillion btus, roughly the energy you could liberate from 36 million tons of coal).
However, consumption trends, if extended, are far higher–they could reach 2,100 quads by 2030, if adequate energy was available consistently and at decent prices. This is because of the confluence of several important demographic trends.
The overall population is rising–it will be about 8.1 billion in 2030, the equivalent of adding another China to the planet. The comparison is fairly apt, as most of these new humans will be born into societies that look like China does now, or like China did 15 or 20 years ago.
These new humans will be stepping onto the energy ladder and consuming vastly higher quantities of energy than did their parents–if it’s available. They will be moving from farms with no electricity into slums with a minimum of electricity–but shortly thereafter, development and globalization will start them on the road to refrigeration, television, washer/dryers, computers, motor scooters, cars, ad infinitum.
These new humans will be joined by yet another virtual China–existing people who benefit from the same processes of development and globalization and jump on the energy ladder with both feet and both hands.
Obviously, many of both type will actually be in China. But even more will be in places like Indonesia, Brazil, the Philippines, large swathes of Africa and the rest of the developing world.
They will want what they perceive as a modern lifestyle–in America that amounts to 327 billion btus per person per year in energy consumption. In Denmark, it’s a much more modest 161 billion btus. But in either case, latent demand for energy will far exceed the 700 quads currently projected by the DOE and the UN.
Assume 7 billion people will be on the energy ladder (changing from wood and animal dung on their way to coal, petroleum, natural gas, nuclear and hopefully arriving some day soon at the promised land of renewable energy). This means there are 1 billion people we have failed. (And I don’t want to ignore them–I just want to present believable numbers for this exercise.)
If those 7 billion consume energy as Americans do it comes to 2,289 quads. (The total will obviously be less, as they won’t all be near the top of the ladder by 2030). If they adopt a Danish model and develop towards that (efficient use of combined heat and power, high taxes on gas, generally high prices for energy, conscious drive to conserve), global energy demand will be 1,127 quads.
Although I would wish that people new to the modern world would automatically choose the far better Danish model, I predict that they will opt for the easier, softer American model and their energy needs will skyrocket.
However, in either case, we will need far more energy than is currently predicted. If they do not get it, they will not fully participate in what the modern world has to offer–education, good healthcare, clean air and water. Nor will they participate in the modern economy, further enriching the rich world with purchases of video games and expensive perfumes. We all will lose, although the losses of the poor will be heartbreaking.
It may well be that the DOE and the UN have correctly identified what governments are willing to build and provide in the way of new energy–but if they are correct, we are condemning billions of people to needlessly live a wretched existence that they would avoid if they could. Because using energy is not just a sign of success at development, or a reward for doing it right or a ‘welcome to the club’–it is often the key mechanism that enables development.
The poor–the two new Chinas–will fight and scheme to get the energy they need. They will burn coal, oil, whatever is available to escape the life sentence of the poor–lives that are nasty, brutish and short.
This conversation is not really about global warming at all. But it is certainly relevant to discussions of our planet’s future climate. China has doubled its energy consumption since 2000. There are two new ‘Chinas’ eager to do exactly the same, mimicking our behaviour of the last two centuries and following the original China’s current example.
The sources and quantities of energy we make available to the world will determine what our planet will look like in the medium term.
There’s no getting around that.

Thomas Fuller http://www.redbubble.com/people/hfuller

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August 16, 2010 7:09 pm

Dave Springer says:
August 15, 2010 at 2:13 pm
Space elevator concept has been around for over 100 years. There are numerous engineering challenges in building one. I didn’t mean to imply there weren’t. There are fewer engineering challenges IMO in a space elevator program today than there were challenges to landing a man on the moon when Kennedy announced that program 1961. In adjusted dollars a space elevator will probably cost less too. The Japs think they can do it for under $10 billion – a mere bag of shells. The only caveat is the tether. Carbon nanotubes have the required strength to weight ratio and at this point it’s reduced to a manufacturing issue. The discovery phase is in the past. . .

I knew (but forgot) the concept was older. As you pointed out earlier, it was popularized by Arthur C. Clarke, which was where I first encountered it, and he is usually given credit in the popular press.
I still suspect you underestimate the engineering challenges. Nothing fabricated by man lasts forever. Imagine the effects of wind, sun (UV), heat, cold, micrometeors, cosmic rays, etc., all what we might call ‘wear and tear’ on a giant string, tens of thousands of miles long, under tension. First it degrades, then frays, then it snaps, like the guitar string the Elevator is so often compared to.
Not that such problems can’t be anticipated and solved. Maybe some of your living nano-engineering-microbots could be patrolling the length of the string repairing molecular bonds. But I fear it won’t be soon enough for me. Heck, we haven’t even managed to get back to the Moon, much less Mars. When I was a lad, I thought for sure by now we’d be on our way to Alpha Centauri.
/Mr Lynn

August 16, 2010 9:44 pm

Dave Springer: Thanks for the laughs! Such comedy is rare, you should seriously (or comically) consider a stand-up act.
Fortunately, the sober and serious-minded can afford to take the drivel you spout for what it is, and have a few laughs.
Just one question: if the Ladisch article you are so very, very proudly promoting was valid (after all, this was published in 1979!!) why then isn’t every ethanol production plant using this? Obviously, they don’t. Again, leave the chemical engineering to the chemical engineers, which is by the way my undergraduate training followed by decades of experience. When you cherry-pick one article (out of hundreds of thousands), and do not understand the context, nor the alternatives, you merely provide lots of laughs.
And I don’t worry too much about your space-based energy beam/death ray system. Sober-minded men and women will never let that happen. But, I hear that Hollywood could use some fresh ideas for their next mega-block-buster We’re-All-Gonna-Die film genre. You could send the idea in to them.
Finally, your blatant racism “the Japs think they could” has no place in polite conversation.
Good day to you, sir.

October 3, 2010 1:38 pm

hi, It reminded me a joke i’ve heard some days ago. As the moral is simply the same! =) There was a man who worked all of his life and stored all of his cash. He was a true miser when it came to his funds. He loved dollars far more than simply about everything, and just just before he died, he mentioned to his spouse, “Now listen, when I die, I want you to take all my cash and place it within the casket with me. I wanna take my money to the afterlife.” So he obtained his spouse to promise him with all her heart that when he died, she would placed all of the income within the casket with him. Well, one day he died. He was stretched out in the casket, the wife was sitting there in black next to her closest good friend. When they finished the ceremony, just prior to the undertakers bought ready to close the casket, the spouse mentioned “Wait just a minute!” She had a shoe box with her, she came over with the box and placed it from the casket. Then the undertakers locked the casket down and thrown it away. Her buddy stated, “I hope you weren’t crazy enough to placed all that income from the casket.” “Yes,” the wife said, “I promised. I’m a very good Christian, I can not lie. I promised him that I was going to fit that income in that casket with him.” “You mean to tell me you place every single cent of his dollars within the casket with him?” “I sure did. I received it all together, set it into my account and I wrote him a check.” высшее образование в англии

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