A bungled correction to a Globe and Mail article reveals that the intent was to publish a puff piece on the oil sands, not an objective analysis of the future of bitumen production in the face of serious climate change mitigation.
Just over two weeks ago, I wrote a piece critical of an article in the Globe and Mail: Environmentalists should end the charade over the oil sands, written by Martha Hall Findlay and Trevor McLeod. I also contacted the editor at the G&M to alert him/her of the errors in the piece. I revisited the G&M article recently and found the following note at the bottom.
Eds Note: This version clarifies references to the IEA’s outlook for oil to 2040.
I didn’t keep a copy of the entire original article, so I can’t be sure of all the updates they made, but I did cite the problematic first paragraph of the original piece (the words that were later removed are marked with a strikethrough):
The story starts with global energy forecasts. Even if there is very aggressive adoption of electric vehicles and renewable energy technologies – which we wholeheartedly support – the world will use more oil each year through at least 2040. According to the International Energy Agency (IEA), if the world goes beyond the aggressive commitments made in Paris and achieves the 2C global goal, then oil demand would fall
by 2040. Yet, oil demand will remain high for years after that.
The “clarified” version follows, with text underlined
The story starts with global energy forecasts. Even if there is very aggressive adoption of electric vehicles and renewable energy technologies – which we wholeheartedly support – most forecasts, including two of the three International Energy Agency (IEA)’s scenarios, predict that the world will use more oil each year through at least 2040. According to the IEA’s third forecast, even if the world goes beyond the aggressive commitments made in Paris and achieves the 2C global goal, which many analysts doubt, then oil demand would fall before 2040. Yet, even in that most aggressive scenario, oil demand will still remain high for years after 2040.
I suppose it’s fairly standard for newspapers to try to save face by claiming to “clarify” rather than “correct” a piece. However, in this case they also introduced new errors and added confusion. Continue reading
If the world is successful in reducing emissions sufficiently to avoid dangerous climate change, there is a limited future for a prospering oil-sands sector in Canada. The conventional wisdom among the Canadian establishment is that growing the oil-sands business is compatible with meeting national and global emissions commitments. This is a myth that obscures government policy contradictions.
In a recent Globe and Mail article Environmentalists should end the charade over the oil sands, Martha Hall Findlay and Trevor McLeod argue that keeping oilsands in the ground and stopping new oil pipelines will actually increase global greenhouse gas emissions.
Their argument rests on two premises:
- Oil demand won’t start to fall until 2040. After that it will remain high for many years.
- Oil-sands production is becoming less emissions intensive thanks to improving technology. If oil-sands consumption by US refineries were replaced by, say, more emissions-intensive Venezuelan heavy crude, then global emissions would increase.
I won’t dispute the second point in detail, at least for now. The case I’m making here does not depend on rebutting it. If overall oil-sands upstream emissions intensities really are falling due to improved technology, that’s welcome news. But I haven’t seen the most recent average emissions data that back it up. My understanding is that newer projects are predominantly in-situ facilities that are more emissions intensive than mines, so that the average GHG emissions per barrel is actually rising slowly.
My focus here will be the first point, where Hall Findlay and McLeod made an important error by misrepresenting the scenarios from the IEA’s World Energy Outlook 2016. They wrote: Continue reading
There are a lot of claims about the benefits that the Kinder Morgan Trans Mountain Extension (TMX) pipeline project will supposedly have for BC, and Canada generally. Recently, I listened to Alberta Premier Rachel Notley on the CBC the other day making her pitch, emphasizing the economic benefits for BC. Some of what she said made me immediately reach out to Google to try verify the claims she made. Along the way, I looked critically at some of the other assertions the pipeline promoters have made. In the interest of fairness, I’ll briefly mention some of the exaggerations of the pipeline opponents.
At the outset, let me say that I’m generally inclined to support Premier Notley. In particular, I’m an admirer of the Alberta Climate Leadership Plan that was put together by an expert panel led by University of Alberta economist Andrew Leach. This was a major step forward by an oil-producing province traditionally governed by conservatives. To be sure, the plan is insufficient to reduce emissions to safe levels, but there are yet no such plans enacted anywhere.
Show me one. Continue reading
This a long piece that would probably be better split up into several separate, focussed articles. Never mind, consider it as a rambling, idiosyncratic and opinionated mind-dump on the subject of the future of oil. I may later rewrite parts of it more coherently and rigorously for a wider readership. As I make my way through the recently published IEA WEO 2016, I will provide updates.
Pioneers or pariahs?
James Gandolfini, the late actor who played the gangster boss Tony Soprano, was once asked what profession he would never have wanted to have pursued. He answered: “an oilman” (video at 5:00). Those of us who have followed careers in the oil industry might be a little surprised, but not really that shocked, by a response like that. To many people, oil companies and the people who work in them are often seen as the embodiment of greed and environmental destruction. Oilmen get used to being thought of as pariahs. Continue reading
This article was originally published online at Corporate Knights and will appear in the hard copy Winter 2016 Edition of the Corporate Knights Magazine, which is to be included as a supplement to the Globe and Mail and Washington Post later in January 2016. The photograph used in the original was changed for copyright reasons. Also reposted at Skeptical Science.
Human civilization developed over a period of 10,000 years during which global average surface temperatures remained remarkably stable, hovering within one degree Celsius of where they are today.
If we are to keep future temperatures from getting far outside that range, humanity will be forced to reduce fossil fuel emissions to zero by 2050. Halving our emissions is not good enough: we need to get down to zero to stay under the 2 C target that scientists and policy makers have identified as the limit beyond which global warming becomes dangerous.
Shell boasting about its government-funded Quest CCS project, on a Toronto bus. “Shell Quest captures one-third of our oil sands upgrader emissions”
Many scenarios have been proposed to get us there. Some of these involve rapid deployment of solar and wind power in conjunction with significant reductions in the amount of energy we consume.
Originally posted at Skeptical Science on December 31, 2015
On Sunday November 22nd, 2015, Alberta’s new centre-left Premier, Rachel Notley, announced that the province would be introducing an economy-wide carbon tax priced at $30 per tonne of CO2 equivalent, to be phased in in 2016 and 2017. Observers had been expecting new efforts to mitigate emissions since Notley’s election in May 2015, but the scope and ambition of this policy took many by surprise.
Alberta, of course, is the home of the Athabasca oil sands and is one of the largest per-capita GHG emitters of any jurisdiction in the world. The new plan was nevertheless endorsed by environmental groups, First Nations and by the biggest oil companies, an extraordinary consensus that many would not have thought possible.
How was this done? I will try and explain the new policy as far as I can (the details are not all available yet), but the short answer is that a huge amount of credit is due to the panel of experts led by University of Alberta energy economist Andrew Leach and his fellow panelists. Not only did they listen to what all Albertans had to say, but they were thoughtful in framing a policy that is acceptable to almost everyone.
Alberta is the wealthiest province in Canada, with a population of 4.1 million. In 2013, greenhouse gas emissions were 267 Mt CO2 equivalent, about 65 tonnes per capita, which compares with the average for the rest of Canada of about 15 tonnes. Among US states only North Dakota and Wyoming are worse. Alberta’s fugitive emissions of methane alone amount to 29 Mt CO2e, about 7 tonnes per person, which is a little more than the average for all GHGs per-capita emissions in the world.
Originally posted at Skeptical Science on March 24th, 2015.
Shell evaluates all of its projects using a shadow carbon tax of $40 per tonne of carbon dioxide. That’s great. But why is the company still exploring in the Arctic and busy exploiting the Alberta oil sands?
Of all of the big fossil-fuel companies, Shell has adopted perhaps the most constructive position on climate change mitigation. Recently, the company’s CEO, Ben van Buerden told an industry conference:
You cannot talk credibly about lowering emissions globally if, for example, you are slow to acknowledge climate change; if you undermine calls for an effective carbon price; and if you always descend into the ‘jobs versus environment’ argument in the public debate.
Shell employs engineer David Hone as their full-time Climate Change Advisor. Hone has written a small ebook Putting the Genie Back: 2°C Will Be Harder Than We Think, priced at just 99¢ and he writes a climate change blog that should be part of every climate-policy geek’s balanced diet.
Shell also has a position they call Vice President CO2, currently occupied by Angus Gillespie. Here’s Gillespie talking recently at Stanford on the company’s internal shadow carbon pricing strategy (hat-tip to John Mashey). It’s worth watching if only for Gillespie’s vivid example of the limitations of looking at averages. The slides can be downloaded here.