Anyone fancy an #Earthday data thread?
One of my frustrations with this topic is that all too often it’s portrayed in enormously over-simplistic terms: We need to stop flying! Cutting down forests is killing the planet!
So here’s some charts that show you the numbers that matter
Let’s start with this: this doughnut shows you total global emissions. About 50 gigatonnes of CO2 or equivalent. The numbers are from @WorldResources based on @IEA data which you and I can’t afford to see because they’re stuck behind a mammoth paywall.
First let’s break the doughnut into some primary categories: the vast majority is emissions from energy: everything from power stations to gas boilers to industrial processes. But also note a big chunk is emissions directly coming from the land/farming, and industry/waste
Let’s start with the bits that are probably pretty familiar. First, energy. It’s the vast majority of our emissions. And if you break it down further you can see the main parts. You’ve got transport (car exhausts, planes etc). Emissions from buildings (electricity, heating/AC).
What’s really striking (to me at least) is that the biggest component part of the biggest slice of emissions is not how we get around or how we live, but industrial processes: primarily iron/steel. This is a really, really big deal. Steel is not a sideshow. It’s a massive emitter
In fact, emissions from steel and the chemicals industry are about the same as the total emissions the nearly eight billion people on this planet create in our homes - from electricity, heating etc. A few thousand companies vs eight billion people!
Of course, energy isn’t the only source of emissions. CO2 is also puffed out from the chemical process when we make cement. A LOT of CO2. Methane wafts up from landfill. Then there’s land use, which is worth breaking down because it’s a very big deal…
So much is said abt reducing fossil fuel use, but far less about this slice of the emissions pie:
Land use
Lots comes from livestock & manure.
A striking amount is methane emissions from rice paddy fields - more than for every other crop!
Why aren’t we talking more about RICE?!
Dig into the data and it’s also clear that the mainstream narrative about carbon is somewhat divorced from the data. We talk a LOT about aviation emissions, and about deforestation. We talk far less about cement production. Yet it accounts for more emissions than either of those.
Actually that 3% number for cement production is an understatement since that’s purely the CO2 released from the chemical reaction in turning limestone into lime. We should really add on another 3-4% for the emissions from the ENERGY used to power the cement kilns.
There’s a great @WorldResources sankey diagram of all of this, which neatly shows you which sector is producing carbon and which methane etc here. My data is from there. Worth playing around with yourself wri.org/data/world-gre…
It’s worth saying at this stage: the UK’s specific pie chart is different: less carbon coming from industrial processes, for one thing. One of the upshots is that our domestic carbon emissions are actually pretty low. And falling quite fast. Hurrah!
But now include the carbon embedded in all those products we’re buying from overseas. Steel from Poland, aluminium, cement etc, and you can see our carbon FOOTPRINT - eg the emissions from the products we produce and consume, are far, far higher
It’s worth keeping this chart in the back of your mind as politicians go on about net zero in the coming months. What they’re invariably talking about is the white line. That’s fair enough. That’s what they control. But the black line also really matters.
Overarching lesson: if we’re really serious abt getting to net zero, we shouldn’t just be talking about forests. We should be talking about cement.
We shouldn’t just be talking about coal. We should be talking about rice…
Video here:
Before you say anything, yes there is another way to break down global carbon emissions: not by sector but by COUNTRY.
If you’re interested in that breakdown, you’ll find it in this video. You can probably guess the biggest polluter…
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🧵THE STRANGE CASE OF THE ONE MILLION POUND FINE
The story of an obscure press release on an obscure website which begs intriguing questions about Britain's "unprecedentedly tough" sanctions regime & why perhaps it's not quite as tough as it looks.
You may find it unsettling
👇
Back in Aug 2023, HMRC published this notice in the bowels of its website. Don't worry if it doesn't ring a bell - it didn't get any publicity.
But it's a big deal. A £1m fine for breaking Russian sanctions rules.
The single biggest fine in relation to trade sanctions.
But there are some gaping questions about this fine.
First: who paid it? Is this a firm we've heard of? Second: what did they actually do wrong? And what did they do to deserve to pay such a large sum?
There are no answers on the website. That's it. Here's why this matters.
🇨🇳I was rather hoping to be writing this from China, where the Chancellor has just landed for the most significant economic mission in ages - restarting Britain's formal economic relationship with China.
Alas I'm still in London.
But make no mistake; this visit is a BIG deal.
🧵
Why?
Because this is the first such trip since 2017.
UK econ relations with China have been getting frostier for 6 yrs or more.
Huawei have been thrown out; rules imposed on Chinese businesspeople; accusations of spying.
& around the world nations are imposing tariffs on China.
But the UK is doing something different.
While nearly every other G7 nation has imposed tariffs on Chinese electric cars, the UK hasn't. While most countries are going colder on China (most notably the US), the UK is now cosying up to China. Why?
🔥GAS PRICES🔥
Why are they on the rise again?
Why is Europe (and the UK) deindustrialising at a rapid pace?
Why have we failed (contrary to the conventional wisdom) to increase the amount of non-Russian gas in our system?
Lots of questions. Some answers in my five min primer 👇
This is a big deal - and not widely understood:
The volume of non-Russian gas in the European system is FLAT vs before the Ukraine war.
That's not the conventional wisdom.
Back in 2022 many assumed imported LNG would help make up the lost gas from Russia.
That didn't happen...
Instead what happened is subtly, but importantly, different.
Yes, the amount of LNG coming in from the US rose quite sharply - albeit from a low base.
But that rise was only enough to compensate for the fact that domestic production in the UK/EU was FALLING at the same time
🌾 VERTICAL FARMING🌾
Could it save the world?
I used to be sceptical. There are MANY challenges.
But then I visited one. & I'm no longer so sure.
So with the world facing future food crises here's a thread on the most interesting thing to happen to farming in a long time...
🧵
Let's start with a chart.
A few weeks ago I did a deep data dive into the state of farming in the UK.
It culminated with a v long-run chart suggesting our ability to grow ever more crops in a given hectare is slowing. Possibly stalling.
This is a really big deal
What if we could send the line in that chart 👇into the stratosphere?
It would have massive consequences. We'd be able to get ever more food from a relatively small section of land. Meaning more land for housing/rewilding or whatever else we'd want to use it for. But how?
If you're interested in energy/climate you've probably heard the nugget that "kerosene/crude oil helped save the whales", by reducing demand for whale oil in lanterns.
I've even trotted it out myself🤦♂️
But there's a problem with it. A BIG problem...
🧵
The backstory here begins 200 years ago, before the age of crude oil & electricity, when the best way to light a room was a lantern, and the best oil to burn in that lantern was oil from a sperm whale.
It burnt brighter and with less smoke or stink than other oils
The oil itself is found in the head of the sperm whale. It comes from a totally unique organ whose function remains a matter of debate - the spermaceti organ.
Whale oil is a long chain molecule unlike nearly anything else in the natural world, giving it unique qualities
If you're even half interested in energy, I bet you've seen this chart. I call it The Most Hopeful Chart in the World.
The point? We're embracing renewable power MUCH faster than expected.
Hurrah!
Only problem is, this chart has an evil twin. A chart we really need to discuss
🧵
The Most Hopeful Chart in the World shows how each year the @IEA predicted that the amount of solar output around the world would plateau or rise v slowly in the following years. But instead solar output defied all expectations, rising exponentially.
That's great news.
But making solar panels is an energy-intensive exercise.
You need a lot of coal to smelt down the silicon and a lot of power to turn metallurgical silicon into polysilicon, let alone the monocrystalline boules you really need for a decent solar module (read my book for more 📖)