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The Energy Challenge
         Chris Llewellyn Smith
Director of Energy Research Oxford University
          President SESAME Council
Introduction 1
■ The biggest challenge of the 21st century
 - provide sufficient food, water, and energy to allow
everyone on the planet to live decent lives, in the face
of rising population*, the threat of climate change, and
declining fossil fuels
* Today nearly 7 billion, over 50% living in big cites
  Later in the century 9 to 10 billion, 80% in big cities


■ Energy is a necessary (but not sufficient) means
to meet this challenge
Introduction 2
                     Scale of challenge
• International Energy Agency ‘new policies scenario’
- assumes successful implementation of all agreed national policies
  and announced commitments designed to save energy and reduce
  use of fossil fuels
Projections for 2008-35:
Energy use* + 35%, fossil fuels + 24%
- almost all from developing countries
* nuclear + 79%, hydro + 72%, wind up 13-fold , …

• BP thinks energy use will rise 40% in 2010-30
Introduction 3
Talk addresses global situation, but note special problem in UK where
44% of current electricity generating capacity is due to close by 2020:

                                                          Note:
                                                          Graph = capacity
                                                          Average output ~
                                                          44 GW

                                                          Output (2007):
                                                          Gas 42%
                                                          Coal 35%
                                                          Nuclear 16%
                                                          Hydro 2.3%
                                                          Bio 2.0%
                                                          Wind 1.3%
                                                          Oil 1.2%
                                                          Waste 0.8%
Energy Facts
   The world uses a lot of energy, very unevenly
at a rate of 16.3 TW
Per person in kW: World - 2.4
USA -10.3, UK - 4.6, China - 2.0, Bangladesh - 0.21
Note: electricity generation only uses ~ 35% of primary power
but this fraction can/will rise

   World energy use expected to increase ~ 40% by 2030
Increase needed to lift billions out of poverty in the developing world

  80% of the world’s primary energy is generated by burning
fossil fuels (oil, coal, gas) which is
- causing potentially catastrophic climate change, and horrendous pollution
- unsustainable as they won’t last forever
Energy Inequality
               Some 1.5 billion people lack electricity

For world energy use per person to reach today’s level in
• The USA - total world energy use would have to increase by a factor
of 4.3 (5.9 when world population reaches 9 billion)
• The UK - total world energy use would have to increase by a factor
of 1.9 (2.6 when world population reaches 9 billion)
This is not possible
There will have to be changes of expectations in both the
developed and the developing world, and we must seek to use
energy more efficiently and develop new clean sources
Sources of Energy
    World’s primary energy supply:
                            Approx. thermal equivalent:              Rounded:
Fossil fuels*                       77.7%                              80%
Combustible renewables & waste       9.6%                              10%
Nuclear                              5.5%                              5%
Hydro                                6.3%                              5%
Geothermal, solar, wind,...          0.9%                              1%

      * 42% oil, 33% coal, 26% natural gas

Note: energy mix very varied, e.g.
In China: Coal → 64% of primary energy; gas – only 3%
This is (part of) the explanation for the very large number of premature deaths caused by
air pollution in China. Annual figures (WHO 2007):
Globally - 2 million deaths, China 650,000, India - 530,000, USA - 41,000
Timescale for the end of fossil fuels
 Saudi saying: “My father rode a camel. I drive a car. My son flies a
 plane. His son will ride a camel”. Is this true?

   Peak in production of Conventional oil is ‘likely
to occur before 2030’ and there is a
‘significant risk’ that it will occur before 2020
Production will then fall ~ (2-4)% (?) p.a.

• ‘Unconventional’ oil (heavy oil, oil shale, tar
sands) → 2% today → 7% (IEA) 2030 →
could produce a second oil age
Extraction currently expanding too slowly to
significantly mitigate a post early-peak decline in
conventional – but this could be changed by new
technologies, e.g. in-situ production of hydro-
carbons from shale oil
→ serious environmental damage
Timescale for the end of fossil fuels (cont)
■ Gas – conventional gas estimated to last ~ 130 years
         with current use (73 years with [IEA] 1.5% growth)
         but huge expansion expected for unconventional
(shale, tight, coal-bed methane) gas adds ~ 130 years, and has
transformed world gas outlook & markets

■ Coal – “enough for over 200 years*” with current use
          (83 years with [IEA] 1.9% p.a. growth)
           *being questioned (see Nature 18/11/10, page 367)

Note: 1) Growth in gas and coal use will increase as oil become
scarce, 2) Huge quantities of methyl hydrates

Conclusions:
• Need to prepare for increasing oil price
• Fossil fuels are able (and likely) to continue to play a dominant role
for many decades
Timescale to avoid climate change
  If CO2 emissions stop
Huge uncertainties, but some recent work → new ocean/atmosphere equilibrium at
20%-40% of peak in a few (tens of?) centuries. Then uptake as calcium carbonate
(thousands of years) & by igneous rock (hundreds of thousands of years)
Most of the remaining fossil fuels will be burned in ~ 100 years unless we can
develop large-scale cost-competitive alternatives
Meanwhile the only action we can take to avoid climate change:

  Carbon Capture and Storage*
*capture and burial of CO2 from power
stations and large industrial plants, which
must stay buried for thousands of years!
should be developed as a matter of
urgency and (if feasible and safe)
rolled out on the largest possible
scale (easy to say, but harder to do as it
will put up the cost)
Necessary Actions
  Carbon Capture and Storage (if feasible and safe)
  Reduce energy use/improve efficiency
- can reduce the growth in world energy use, and save a lot of money,
but unlikely to reduce total use, assuming continued rise in living
standards in the developing world

  Develop and expand low carbon energy sources
- need everything we can sensibly get, but without major
contributions from solar and/or nuclear (fission and/or fusion) it will not
be possible to replace the 13.3 TW currently provided by fossil fuels

 Devise economic tools and ensure the political will to
make this happen
Use of Energy, Demand Reduction &
                 Energy Efficiency
■ End Use (rounded)
   ≈ 25% industry
   ≈ 25% transport
   ≈ 50% built environment          ≈ 30% domestic in UK
(private, industrial, commercial)
■ Demand reduction - better design & planning, changes of lifestyle

■ Substantial efficiency gains possible, and would save money, e.g.
- raise world average thermal power plant efficiency from ~ 33% to 45%
- better insulated buildings
- more efficient lighting
- more efficient internal combustion engines → hybrids → batteries → fuel cells
Huge scope & considerable progress but demand is rising faster
Efficiency is a key component of the solution, but cannot meet the energy
challenge on its own
Key Role of Regulation




End of mandatory Corporate Average Fuel Economy standards
Low Carbon Energy Sources
           What can replace the 13.3 TW (rising) from fossil fuels?
Maximum practical additional potentials*
(thermal equivalent):
•   Wind 3 TW (50 x today)
•   Hydro 2 TW (2x today)                                                   ?
•   Bio 1 TW (2/3 of today)
•   ‘Enhanced’ geothermal 0.9 TW (70 x today)
                                                                            Not
•   Marine 0.1 TW (500 x today)                                             Enough
We should expand these sources as much as
we reasonably can - hard as they are more
expensive than fossil fuels, and wind & marine
will have to be supported by large scale storage – needs to be developed!

But they cannot provide enough to replace fossil fuel
Will need major contributions from solar, nuclear fission or fusion

* very location dependent: the UK has 40% of Europe’s wind potential and is well
placed for tidal and waves; there is big hydro potential in the Congo;…
Solar - today → 0.54 GW out of 2,270 GW total
                                          e   e
Enormous potential, but needs cost
reduction, storage, and transmission in
order to be a big player
 Photovoltaics (hydrogen storage?)
Currently* $25c/kW-hr
→ 5 in 2050 (IEA)???
  Concentration (thermal storage +
fossil- or bio- fuelled furnace)
Currently* $20c/kW-hr
→ 5 in 2030 (IEA)??

*large scale in very
 good conditions
Nuclear- should be expanded dramatically now
■ New generation of reactors: fewer components, passive safety, less waste,
  more proliferation resistant, lower down time and lower costs

■ Looking to the future, need to consider
• Problems/limitations
  - proliferation: mainly a political issue
  - safety: mainly a problem of perception
  - waste: problem technically solved – issue is volume
  - uranium resources: think (?) enough for 475 years with current use + today’s
  reactors: 80 years if nuclear → 100% of today’s electricity
• Options (Aims: less waste, prolong nuclear age, greater proliferation resistance,...)
  - re-cycle fuel (20% more energy, less waste)
  - fast breeders (100xenergy, less waste, but more expensive) – need development
  - thorium (lots of it;less waste) – needs development
  - fusion
FUSION
 powers the sun and stars
 and a controlled ‘magnetic confinement’
 fusion experiment at the Joint European
 Torus
 (JET in the UK) has (briefly) produced
 16 MW of fusion power

 so it works

The big question is
- when can it be made to work
reliably and economically, on the scale of a power station?
First: why is it taking so long?
Technically very challenging → why bother?
    s
Cannot demonstrate on a small scale. Inadequate funding
Why bother?
  Raw fuels are lithium and water
Enough lithium for millions of years (water for billions)

   Lithium in one laptop battery + 40 litres of water
used to fuel a fusion power station
would provide 200,000 kW-hours =
per capita electricity production in the UK for 30 years
in an intrinsically safe manner with no CO2 or long-lived waste,
at what appears will be a reasonable cost


                    70 tonnes




Sufficient reason to develop fusion power, unless/until we find a barrier
Next Step: Build ITER (2xsize of JET)
• Aim – demonstrate/test
integrated physics and
engineering ( tritium generation,
power conversion,…) in a burning
plasma on the scale of a power
station, with
energy out at least ½ GW
= 10x energy in
• Construction beginning
• Operation should start in
2019. Burning plasma ~ 2027
Timetable to a Demonstrator Power Plant (DEMO)
• Build ITER ~ 10 years + Operate ~ 10 years
• In parallel*intensified work on materials work for walls + further development of
fusion technologies + design work on DEMO:
• Assuming no major adverse surprises, ready to stat building DEMO in ~ 20 years
• Power from DEMO to the grid in ~ 30 years
• ‘Commercial’ fusion power (cost projections look OK) ~ middle of the century

* This work is currently not being funded adequately so, like previous timetables,
this one looks set to be wrong – for the same reason

                 Conclusions on fusion
• I believe it will be possible to make a fusion power station, although I’m not sure
when/whether it will be possible to make it reliable and competitive (with what?)
• I am absolutely certain that the world must pursue fusion development as rapidly
and effectively as reasonably possible (no point doing it badly)
      - the potential is enormous
Final Conclusions
■ Huge increase in energy use expected; large increase needed to lift world out
of poverty
■ Challenge of meeting demand in an environmentally responsible manner is
enormous
 ■ No silver bullet - need a portfolio approach
All sensible measures: more wind, hydro, biofuels, marine, and
particularly: demand reduction, increased efficiency, more nuclear, CCS[?]
and in longer term: much more solar, advanced nuclear fission, and fusion [?]
  Huge R&D agenda - needs more resources (to be judged on the ~ $5 trillion
p.a. scale of the world energy market + $400 billion p.a. subsidies for fossil
fuels)
  Need financial incentives - carbon price, and regulation
  Political will (globally) - targets no use on their own

               The time for action is now
               Malthusian “solution” if we fail?

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The Energy Challenge: Providing Sufficient Energy for All While Addressing Climate Change

  • 1. The Energy Challenge Chris Llewellyn Smith Director of Energy Research Oxford University President SESAME Council
  • 2. Introduction 1 ■ The biggest challenge of the 21st century - provide sufficient food, water, and energy to allow everyone on the planet to live decent lives, in the face of rising population*, the threat of climate change, and declining fossil fuels * Today nearly 7 billion, over 50% living in big cites Later in the century 9 to 10 billion, 80% in big cities ■ Energy is a necessary (but not sufficient) means to meet this challenge
  • 3. Introduction 2 Scale of challenge • International Energy Agency ‘new policies scenario’ - assumes successful implementation of all agreed national policies and announced commitments designed to save energy and reduce use of fossil fuels Projections for 2008-35: Energy use* + 35%, fossil fuels + 24% - almost all from developing countries * nuclear + 79%, hydro + 72%, wind up 13-fold , … • BP thinks energy use will rise 40% in 2010-30
  • 4. Introduction 3 Talk addresses global situation, but note special problem in UK where 44% of current electricity generating capacity is due to close by 2020: Note: Graph = capacity Average output ~ 44 GW Output (2007): Gas 42% Coal 35% Nuclear 16% Hydro 2.3% Bio 2.0% Wind 1.3% Oil 1.2% Waste 0.8%
  • 5. Energy Facts The world uses a lot of energy, very unevenly at a rate of 16.3 TW Per person in kW: World - 2.4 USA -10.3, UK - 4.6, China - 2.0, Bangladesh - 0.21 Note: electricity generation only uses ~ 35% of primary power but this fraction can/will rise World energy use expected to increase ~ 40% by 2030 Increase needed to lift billions out of poverty in the developing world 80% of the world’s primary energy is generated by burning fossil fuels (oil, coal, gas) which is - causing potentially catastrophic climate change, and horrendous pollution - unsustainable as they won’t last forever
  • 6. Energy Inequality Some 1.5 billion people lack electricity For world energy use per person to reach today’s level in • The USA - total world energy use would have to increase by a factor of 4.3 (5.9 when world population reaches 9 billion) • The UK - total world energy use would have to increase by a factor of 1.9 (2.6 when world population reaches 9 billion) This is not possible There will have to be changes of expectations in both the developed and the developing world, and we must seek to use energy more efficiently and develop new clean sources
  • 7. Sources of Energy World’s primary energy supply: Approx. thermal equivalent: Rounded: Fossil fuels* 77.7% 80% Combustible renewables & waste 9.6% 10% Nuclear 5.5% 5% Hydro 6.3% 5% Geothermal, solar, wind,... 0.9% 1% * 42% oil, 33% coal, 26% natural gas Note: energy mix very varied, e.g. In China: Coal → 64% of primary energy; gas – only 3% This is (part of) the explanation for the very large number of premature deaths caused by air pollution in China. Annual figures (WHO 2007): Globally - 2 million deaths, China 650,000, India - 530,000, USA - 41,000
  • 8. Timescale for the end of fossil fuels Saudi saying: “My father rode a camel. I drive a car. My son flies a plane. His son will ride a camel”. Is this true? Peak in production of Conventional oil is ‘likely to occur before 2030’ and there is a ‘significant risk’ that it will occur before 2020 Production will then fall ~ (2-4)% (?) p.a. • ‘Unconventional’ oil (heavy oil, oil shale, tar sands) → 2% today → 7% (IEA) 2030 → could produce a second oil age Extraction currently expanding too slowly to significantly mitigate a post early-peak decline in conventional – but this could be changed by new technologies, e.g. in-situ production of hydro- carbons from shale oil → serious environmental damage
  • 9. Timescale for the end of fossil fuels (cont) ■ Gas – conventional gas estimated to last ~ 130 years with current use (73 years with [IEA] 1.5% growth) but huge expansion expected for unconventional (shale, tight, coal-bed methane) gas adds ~ 130 years, and has transformed world gas outlook & markets ■ Coal – “enough for over 200 years*” with current use (83 years with [IEA] 1.9% p.a. growth) *being questioned (see Nature 18/11/10, page 367) Note: 1) Growth in gas and coal use will increase as oil become scarce, 2) Huge quantities of methyl hydrates Conclusions: • Need to prepare for increasing oil price • Fossil fuels are able (and likely) to continue to play a dominant role for many decades
  • 10. Timescale to avoid climate change If CO2 emissions stop Huge uncertainties, but some recent work → new ocean/atmosphere equilibrium at 20%-40% of peak in a few (tens of?) centuries. Then uptake as calcium carbonate (thousands of years) & by igneous rock (hundreds of thousands of years) Most of the remaining fossil fuels will be burned in ~ 100 years unless we can develop large-scale cost-competitive alternatives Meanwhile the only action we can take to avoid climate change: Carbon Capture and Storage* *capture and burial of CO2 from power stations and large industrial plants, which must stay buried for thousands of years! should be developed as a matter of urgency and (if feasible and safe) rolled out on the largest possible scale (easy to say, but harder to do as it will put up the cost)
  • 11. Necessary Actions Carbon Capture and Storage (if feasible and safe) Reduce energy use/improve efficiency - can reduce the growth in world energy use, and save a lot of money, but unlikely to reduce total use, assuming continued rise in living standards in the developing world Develop and expand low carbon energy sources - need everything we can sensibly get, but without major contributions from solar and/or nuclear (fission and/or fusion) it will not be possible to replace the 13.3 TW currently provided by fossil fuels Devise economic tools and ensure the political will to make this happen
  • 12. Use of Energy, Demand Reduction & Energy Efficiency ■ End Use (rounded) ≈ 25% industry ≈ 25% transport ≈ 50% built environment ≈ 30% domestic in UK (private, industrial, commercial) ■ Demand reduction - better design & planning, changes of lifestyle ■ Substantial efficiency gains possible, and would save money, e.g. - raise world average thermal power plant efficiency from ~ 33% to 45% - better insulated buildings - more efficient lighting - more efficient internal combustion engines → hybrids → batteries → fuel cells Huge scope & considerable progress but demand is rising faster Efficiency is a key component of the solution, but cannot meet the energy challenge on its own
  • 13. Key Role of Regulation End of mandatory Corporate Average Fuel Economy standards
  • 14. Low Carbon Energy Sources What can replace the 13.3 TW (rising) from fossil fuels? Maximum practical additional potentials* (thermal equivalent): • Wind 3 TW (50 x today) • Hydro 2 TW (2x today) ? • Bio 1 TW (2/3 of today) • ‘Enhanced’ geothermal 0.9 TW (70 x today) Not • Marine 0.1 TW (500 x today) Enough We should expand these sources as much as we reasonably can - hard as they are more expensive than fossil fuels, and wind & marine will have to be supported by large scale storage – needs to be developed! But they cannot provide enough to replace fossil fuel Will need major contributions from solar, nuclear fission or fusion * very location dependent: the UK has 40% of Europe’s wind potential and is well placed for tidal and waves; there is big hydro potential in the Congo;…
  • 15. Solar - today → 0.54 GW out of 2,270 GW total e e Enormous potential, but needs cost reduction, storage, and transmission in order to be a big player Photovoltaics (hydrogen storage?) Currently* $25c/kW-hr → 5 in 2050 (IEA)??? Concentration (thermal storage + fossil- or bio- fuelled furnace) Currently* $20c/kW-hr → 5 in 2030 (IEA)?? *large scale in very good conditions
  • 16. Nuclear- should be expanded dramatically now ■ New generation of reactors: fewer components, passive safety, less waste, more proliferation resistant, lower down time and lower costs ■ Looking to the future, need to consider • Problems/limitations - proliferation: mainly a political issue - safety: mainly a problem of perception - waste: problem technically solved – issue is volume - uranium resources: think (?) enough for 475 years with current use + today’s reactors: 80 years if nuclear → 100% of today’s electricity • Options (Aims: less waste, prolong nuclear age, greater proliferation resistance,...) - re-cycle fuel (20% more energy, less waste) - fast breeders (100xenergy, less waste, but more expensive) – need development - thorium (lots of it;less waste) – needs development - fusion
  • 17. FUSION powers the sun and stars and a controlled ‘magnetic confinement’ fusion experiment at the Joint European Torus (JET in the UK) has (briefly) produced 16 MW of fusion power so it works The big question is - when can it be made to work reliably and economically, on the scale of a power station? First: why is it taking so long? Technically very challenging → why bother? s Cannot demonstrate on a small scale. Inadequate funding
  • 18. Why bother? Raw fuels are lithium and water Enough lithium for millions of years (water for billions) Lithium in one laptop battery + 40 litres of water used to fuel a fusion power station would provide 200,000 kW-hours = per capita electricity production in the UK for 30 years in an intrinsically safe manner with no CO2 or long-lived waste, at what appears will be a reasonable cost 70 tonnes Sufficient reason to develop fusion power, unless/until we find a barrier
  • 19. Next Step: Build ITER (2xsize of JET) • Aim – demonstrate/test integrated physics and engineering ( tritium generation, power conversion,…) in a burning plasma on the scale of a power station, with energy out at least ½ GW = 10x energy in • Construction beginning • Operation should start in 2019. Burning plasma ~ 2027
  • 20. Timetable to a Demonstrator Power Plant (DEMO) • Build ITER ~ 10 years + Operate ~ 10 years • In parallel*intensified work on materials work for walls + further development of fusion technologies + design work on DEMO: • Assuming no major adverse surprises, ready to stat building DEMO in ~ 20 years • Power from DEMO to the grid in ~ 30 years • ‘Commercial’ fusion power (cost projections look OK) ~ middle of the century * This work is currently not being funded adequately so, like previous timetables, this one looks set to be wrong – for the same reason Conclusions on fusion • I believe it will be possible to make a fusion power station, although I’m not sure when/whether it will be possible to make it reliable and competitive (with what?) • I am absolutely certain that the world must pursue fusion development as rapidly and effectively as reasonably possible (no point doing it badly) - the potential is enormous
  • 21. Final Conclusions ■ Huge increase in energy use expected; large increase needed to lift world out of poverty ■ Challenge of meeting demand in an environmentally responsible manner is enormous ■ No silver bullet - need a portfolio approach All sensible measures: more wind, hydro, biofuels, marine, and particularly: demand reduction, increased efficiency, more nuclear, CCS[?] and in longer term: much more solar, advanced nuclear fission, and fusion [?] Huge R&D agenda - needs more resources (to be judged on the ~ $5 trillion p.a. scale of the world energy market + $400 billion p.a. subsidies for fossil fuels) Need financial incentives - carbon price, and regulation Political will (globally) - targets no use on their own The time for action is now Malthusian “solution” if we fail?