G E T T I N G T H E G E T 64 American Clean Skies Winter 09 T The GET is the Grand Energy Transition: A critical path to sustainable life and growth on Earth. By Jeanette eLLiott of life. It gave rise to mechanization, the Industrial Revolution and an unprecedented economic expansion. The use of whale oil initiated the era of liquid fuels, which was soon replaced by a superior new fuel—petroleum oil. Again, the newer fuel offered greater versatility and efficiency, as well as a lighter carbon load, and society was again enhanced with its adoption. As the world rode this next great energy wave, oil became the “lifeblood” of postwar expansion to the modern economy and, now, the globalized world. Oil, gasoline and diesel all but invented modern transportation. Yet, entrenched coal interests prevented discontinuing the use of coal—despite its negative impact on public health and the environment. A fascinating look at a coal-shrouded London in the era of Dickens illustrates this crossroads of competing energy sources and their proponents. For both coal and oil, success created its own limits—constraints now seen in escalating pollution and global warming. In the case of oil, volatile prices also threaten economic hardship and heighten geostrategic tensions between oil-rich and oil-dependent nations. Thus the “economic utility” of coal and oil has, in recent years, been drastically diminished. The successor to the age of liquid energy, Hefner points out, is the age of energy gases—with wind, solar and natural gas leading its 21st century onset and hydrogen representing our ultimate, zeroemissions energy destination (the final stage of the GET, to be reached by the end of the 21st century, if not sooner). It’s reasonable to assume that relatively few people realize that wind and solar power are gases, as are nuclear fusion and hydrogen. But all support Hefner’s “age of energy gases” and the concept itself will help a broader audience make sense of the many energy sources in development and discussion, and understand which energy sources will work and move us forward. hird-generation wildcatter and natural gas producer Robert A. Hefner III has a history of proving the skeptics in the energy industry and government wrong. In his new book, The GET: The Grand Energy Transition, Hefner sets forth a powerful and persuasive vision of the world’s energy destiny, and outlines how to achieve it. “Our Earth’s abundant natural gas is the only clean fuel that is ready to go and, most importantly, can be scaled up to displace coal and oil in sufficient time to help meet global CO2 reduction targets.” Robert A. Hefner III In The GET, Hefner makes a compelling case that the world’s economic, political and environmental future demands an accelerated evolution from a high-carbon energy model to a low-carbon one. It’s a transition now painfully overdue. He also shows how vested interests and resulting governmental policies have forced the prolonged use of high-carbon energy sources, at society’s expense. “The GET” is defined as a powerful, evolutionary force—the cumulative effect of all human activities each day. It is civilization’s imperative to achieve sustainable life and growth. Deny it, delay it, impede it, and the world suffers from the use of energy sources it has outgrown, taking on risks described as “the three intolerables.” Which is to say, the shelf-life of coal and oil (indeed, all solid and liquid fuels) has expired. Yet, we continue to use them, burdening society with unnecessary, even calamitous costs, simply because the powers that be mistakenly see no scalable alternative and existing policies favor the continued use of coal and oil. From Solids, to Liquids, to Gases Hefner characterizes humanity’s historic progression from solid to liquid to gaseous fuels as great energy “waves.” Within the category of solid fuels, wood and dung first began to be replaced in the late 1700s with coal. The change was embraced because coal released more energy and emitted less carbon and other pollutants, so its use initially benefited society greatly, stimulating a great burst of productivity and improved quality Winter 09 American Clean Skies 65 Get: The Grand Energy Transition Time Measured in Centuries 100 SoLiDS (WOOD/COAL) GaSeS (NATURAL GAS/WIND/SOLAR/HYDROGEN/FUSION) UnSUStainaBLe LiFe SUStainaBLe LiFe HiGH CaRBon 0 1500 1600 The GET is mankind’s evolutionary path from dirty, carbon-heavy fuels to carbon-light fuels that lighten the burden of pollution —its toll on public health and the planet. 66 LoW CaRBon LiQUiDS (OIL/NGL) American Clean Skies Winter 09 1700 1800 1900 2000 2100 a Lone Voice For decades, Hefner was a lone proponent of natural gas, within the energy industry and in Washington. “Natgas” was dismissed by oil-centric executives who had long considered natural gas little more than a marginally useful oil byproduct. Perhaps the fear of its competitive advantages—being cleaner and more efficient than either oil or coal—fed the assertion that America was running out of natural gas. Oil companies told Congress we were running out of natural gas. Robert Hefner testified to the contrary. Ruinous policies followed. Under Jimmy Carter, policy was passed actually prohibiting the use of natural gas for all future power generation and in new industrial plants—its two fastestgrowing markets. In the wake of the Emergency Natural Gas Act and the Fuel Use Act, natural gas was whipsawed by market disruption (a brief boom, a supply “bubble” and a bust that stunted its development for the next 30 years). A half-million jobs were lost; college students elected to study something else; drilling rigs were salvaged or exported. American homebuilders went to “all electric” homes with electric ranges and heating (one of electricity’s most inefficient uses). Over the next decade, 80,000 megawatts of coal-fired power generation capacity was built; we are still living with its pollution and CO2 emissions. The fledgling natural gas vehicle industry disappeared. Decarbonization slowed to a crawl. The vested interests of coal and oil had prevailed, expanding their use—and, as we now know, escalating pollution, global warming and dependency on oil imports. The delayed transition to gases effectively put the GET on hold, at enormous cost to humans and the planet. The true “life-cycle” costs have been incalculable. The notion of natural gas scarcity dogged the cleaner, more efficient successor to coal and oil. Only in 2008—in the face of 13% growth 2200 2300 no CaRBon 2400 2500 in natural gas production in the past four years—has the reality of America’s natural gas abundance become unmistakable. Decarbonization as a Guidepost Many Americans who aren’t energy experts have a growing sense that their future may well hinge on gaining an understanding of it and having a voice. The GET can thus make a significant contribution to the national energy debate. By illustrating and identifying major energy sources as “waves” within history’s evolutionary continuum of decarbonization (and progress from solids to liquids to gases), logical choices become obvious. The GET reveals the energy sources and technologies that will become the most likely winners and losers. For policymakers and a public struggling to understand and weigh emerging energy sources, The GET thus makes it easy to “get.” The GET is our evolutionary path from dirty, carbon-heavy fuels that take a heavy toll on health and the environment to carbon-light fuels that erase the burden of “external” costs (the true price of burning dirty fuels, ranging from smog, acid rain and damaged health to oil wars). Unfortunately, relatively few people realize that half of the electricity they use and perceive to be “clean” is produced from unclean, carbon-heavy coal—and unfortunately, “clean coal” is, at best, decades away. Fans of electric vehicles love their emissions-free attribute, but the question is, what generated the electricity to charge them—and how much carbon was released as a result? Today, 50% of that electricity comes from unclean coal. And where does all this leave biofuels? The GET holds that, as liquids, they are destined to be more costly and less efficient than the gaseous alternatives. The transition to energy gases is now well under way, thus biofuels, with all their economic and environmental problems, have a relatively limited future. GET T I N G T H E G E T The book includes a discussion of each energy source (specifically, the chapter called “What Won’t Work, What Will Work.”) The GET is transforming energy use—its technologies and fuels migrating from: Solid and liquid sources to gaseous sources Dirty fuels to clean fuels Largely carbon-based to largely hydrogenbased fuels Chemically complex to chemically simple Inefficient technologies to highly efficient technologies Large, capital-intensive, centrally located energy plants and facilities to small, distributed sources 19th- and 20th-century energy systems to 21st-century energy systems Low-tech, primitive systems to high-tech, smart systems Finite fuels to virtually infinite fuels the Risks of Slowing the Get The author warns of three intolerable risks looming today that only grow if we further delay progress beyond 19th-century solid and 20th-century liquid fuels, i.e., coal and oil. Both have the potential to create global chaos. And the turmoil of 2008 seems to resonate with these risks. The first is the risk of global warming and its impact on climate change. The true costs and consequences of climate change—attributed to CO2 emissions—are hardly fathomable. The second intolerable risk is severe economic contraction. (Our use of oil may well have exacerbated our present financial turmoil.) The third is our loss of national security, diminished military options and rising geostrategic tensions between the oil haves and have-nots that may lead to more oil wars. it Must Be Said: natural Gas is not oil Another theme in The GET is the public’s general confusion about what natural gas is, and is not. Large segments of the population hear “oil and gas” and think “oil and gasoline.” We talk about “gas prices,” “gas shortages,” “gas stations” when we really mean gasoline. This mindset—and terminology—is at the heart of Americans’ misunderstanding of natural gas. (Some other countries use “petrol” to describe gasoline, so the word “gas” isn’t forced to do double duty.) The book explains that natural gas is “physically, chemically, geologically, geographically, technologically, environmentally, economically and politically” different from oil—and then details how. Hydrocarbons: Heavy vs. Light Also discussed is the unfortunate term, “fossil fuel,” which has fostered considerable confusion by lumping together a solid fuel, a liquid and a gas (coal, oil and natural gas)! Why? Simply because they are all derived from organic matter of a previous geologic time. Or because they are all “hydrocarbons.” The GET shows how the critical ratio of hydrogen-to-carbon among these three fuels differs starkly. Coal has two carbon atoms for each hydrogen atom; oil has one carbon atom to two hydrogen atoms; and natural gas has just one carbon atom to its four hydrogen atoms. Thus, only natural gas belongs in the current timeline of decarbonization (or, as Hefner likes to call it, hydrogenation). The term “fossil fuels” confuses our energy past with our future and our energy problems—coal and oil—with a principal solution: natural gas. China, asia and the age of energy Gases Hefner has spent a lifetime studying Asian culture and art, so his insights into China’s and Asia’s progress in advancing to the Age of Energy Gases are profound. He notes that Singapore is leading the way by fueling more than 80% of its power generation with natural gas, has recently signed its first LNG contract and plans to become a globally prominent natural gas physical and financial trading center. It already operates two public hydrogen filling stations. But the opportunity for global leadership in energy gases rests with China, a country Hefner believes has large quantities of natural gas. Given its size, rapid growth and parallel escalation of pollution and CO2 emissions from coal-burning power plants, its evolution is vital. the “Real” inconvenient truth This, Hefner defines as government subsidies that have long served to distort prices and markets (and interfere with the GET). Such subsidies give consumers an artificially low price, while society bears the true costs. The book offers extensive policy recommendations informed by a lifetime spent in energy, one with a frontrow seat on the tragic and long-lasting effects of misguided policy decisions. The GET is truly a manifesto, a call to arms for the world to wake up, and rise up, in defense of our future here on “Spaceship Earth.” Robert Hefner testifies on behalf of America’s natural gas abundance before the Antitrust & Monopoly Committee, Washington, D.C., July 16, 1977. Winter 09 American Clean Skies 67
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