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 Chinese owners of British Steel say they are now considering shutting their blast furnaces and end steelmaking at Scunthorpe in early June - only a few months away.
It would mean an end of virgin steelmaking in the country that invented it during the industrial revolution
British Steel say the main question now is timing: whether the operations will close in June, in September or later.
It says tariffs are one of the reasons the blast furnaces are "no longer financially sustainable".
Press release 👇
The news means @jreynoldsMP faces two interlocking crises in the coming months: 1. The imposition of US tariffs on an ever growing segment of British exports 2. The end of virgin steelmaking (the UK would be the first G7 country to face this watershed moment).
This is big stuff
Donald Trump just announced 25% tariffs on anyone importing oil from Venezuela.
This is odd.
Because the country importing the most crude from Venezuela is... the US.
Capital Economics chart of Ven oil exports by Capital Economics via @rbrtrmstrng
But it raises a bigger point
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Why does the US import so much oil from Venezuela?
Mainly for the same reason it imports so much oil from Canada.
And no it's not just because they're close.
It's because most US refineries are set up to refine the kind of oil they have in Venezuela and Canada.
To understand this it helps to recall that crude oil is actually a broad term. There are LOTS of different varieties of crude - a function of the geology of where the oil formed and the organic ingredients that went into it millions of years ago.
It's called "crude" for a reason
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Here's a thread about ALUMINIUM.
Why this commonplace metal is actually pretty extraordinary.
How the process of making it is a modern miracle...
... which also teaches you some profound lessons about the trade war being waged by Donald Trump. And why it might be doomed.
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Aluminium is totally amazing.
It's strong but also very light, as metals go.
Essentially rust proof, highly electrically conductive. It is one of the foundations of modern civilisation.
No aluminium: no planes, no electricity grids.
A very different world.
Yet, commonplace as it is today, up until the 19th century no one had even set eyes on aluminium. Unlike most other major metals we didn't work out how to refine it until surprisingly recently.
The upshot is it used to be VERY precious. More than gold!
🚨TARIFFS🚨
Here's a story that tells you lots about the reality of tariffs both for those paying them & those hoping to benefit from them.
A story of ships, storms, bad luck and bad policy.
It begins a week and a bit ago, with a man frantically refreshing his web browser...
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That man is Liam Bates.
He runs the UK unit of a steel company called Marcegaglia. They make stainless steel - one of the most important varieties of this important alloy. The method of making it was invented in Sheffield. And this company traces its DNA back to that invention.
Watching the process is TOTALLY amazing.
They tip a massive amount of scrap: old car parts, sinks etc, into a kind of cauldron and then lower big glowing electrodes into it.
Then flip the switch.
⚡️Cue a massive thunder sound as a controlled lightning storm erupts inside it.
🧵Three years ago, when Russia invaded Ukraine, EU, UK and other nations vowed to wage economic war, via the toughest sanctions in history.
So... how's that going?
We've spent months documenting what ACTUALLY happened. Here's a thread of threads on the REAL story on sanctions...
1. Flows of dual use items, including radar parts, drone components and other parts used by Russia to kill Ukrainians, carried on from the UK and Europe to Russia, via the backdoor (eg the Caucasus & Central Asia)
2. Of all the goods sent by the UK to Russian neighbours, few were as significant as luxury cars.
Having sanctioned Russia (the idea being to starve Putin's cronies of luxuries) Britain (and Europe more widely) began sending those sanctioned cars in via the backdoor instead
If the main thing the US really wants out of a deal with Ukraine is "50% of its rare earth minerals" then I'm surprised this can't be wrapped up pretty quickly.
Why? Because Ukraine doesn't HAVE many rare earth resources.
Really. As far as anyone knows it's got barely any...
Yes, Ukraine has lots of coal and iron and manganese.
It also has some potential sizeable reserves of stuff like titanium, graphite and lithium. Not to mention some promising shale gas.
But of the 109 deposits identified by KSE only 3 are rare earth elements
Now in one respect I'm making a pedantic point: a lot of people say "rare earth elements" when they actually mean "critical minerals".
The two aren't the same thing.
Rare earth elements are a v specific bit of the periodic table: actually they're NOT all that rare.
More on them👇