Big announcement from @DefraGovUK today on ELM. Perhaps the first significant one in years and on balance a small step in the right direction. What can we take from it? 🧵
First, the good news! the highest value-for-money bit has survived: Landscape Recovery is expanding, if slowly. The first round was FAR more popular than expected, and supporting farmers on 10% of land to do LR-type activity could halve the land system's carbon emissions by 2035.
But the lowest value-for-money bit, SFI, has been made even lower VfM - great thread here on this:
. The strategic risk is lobbyists think the £ for nothing bits of CAP can continue in ELM. We can't afford that if we want to restore nature and hit net zero.
Why? Let's look at the big picture. If you want to nearly double UK nature, hit net zero, not offshore food production AND increase incomes for the least affluent 2/3 of farmers, our work shows you can!
But most ELM £ must go to nature-friendly farming and habitat creation.
Here's how costs and land use looks if you want to do that. For ELM, most of the budget needs to support high value-for-money nature/carbon payments.
This is progressive because low profit farms make way more from nature/carbon payments: 2/3 of farmers are better off.
If farm payments end up mostly being deadweight cost, not helping farmers decarbonise or restore nature, ELM collapses into an income support scheme.
In this worst case scenario, the cost of decarbonising our land doubles, our land use overseas rises, and nature declines.
Today's ELM announcement is moving away from that worst case scenario (hooray!), but only a bit (boo!).
After last year's #attackonnature, we should all be glad for some progress, but we need to go so much faster.
Its focus is on growth and business and yet it lacks any squeamishness about regulation (of buildings, boilers, cars) and state facilitation (deployment roadmaps for renewables, H2; and directing regulators to hit net zero).
It's honest that HMG has been resting on its laurels (ie mainly power decarbonisation) and that heretofore downplayed ideas like circular economy, nature-based carbon removals, and a big rethink on how we use land (via a land use framework) MUST be part of UK net zero progress.
I shouldn't have to do this but let me explain why the future won't, in fact, be cold and dark if we power it from renewables. thetimes.co.uk/article/the-fu… THREAD
This article (paywalled, likely a good thing in this case) draws heavily on a concept called 'Energy return on investment' or EROI.
It was popular in the peak oil days of 2007/8.
Basically, it said modern civilsation would end if we used energy resources that had low return.
The idea is that eventually everyone in society would have to work to harvest energy, leaving no slack for people to do other valuable things, like tweeting on an idle August afternoon.
Of course it got weaponised against renewables, like so:
1. I think Guy underplays paying landowners (and tenants!). Why? Nearly 4 in 10 farms are unprofitable without basic payments; rising to 7/10 without agri-environment payments.
Paying the least profitable farmers to restore nature could be a way of levelling up rural Britain.
As Guy rightly points out, Defra's ambitions are an order of magnitude lower than what's needed for nature, and I fear, what would best support rural communities.
I find that quoting 'primary energy' is a useful heuristic for misinformation, which this piece absolutely is. Here's why: (short 🧵) dailymail.co.uk/news/article-1…
Primary energy is energy input. What you care about is 'final energy demand': the energy the wheels of your car, for example. This matters because fossil fuelled machines waste so much primary energy that it makes it look hard to replace them with clean energy. Some comparisons:
- Petrol cars turn ~25% of 'primary energy' into motion; EVs 85%.
- Coal power turns ~30% of primary energy into electricity, gas ~50%, solar and wind 100%
- boilers turn 85% of primary energy into heat; heat pumps 300%!
Clean energy doesn't have to replace all primary energy.
Discontent over gas prices is only going to get louder, and I'm worried that enviros think it'll be a rational debate that is stacked in our favour.
After all, it's fossil gas prices that are responsible, and renewables+insulation are cheap.
So just get out of gas, right?
Uh no. Energy bills are complicated and boring:
- 49% of people don't know what the energy price cap does
- only 26% are confident about how their bills are calculated
The past half decade shows that good stories win out over true ones, especially when knowledge is low and...
... emotion is high. And energy bills will be emotional, for 3 reasons: 1. real wages are falling again now that bills are rising. It's been a bad 13 years, and now things are getting worse again. The discontent is real, and energy is a great scapegoat. news.sky.com/story/who-are-…
You will all be reading about the great gas price spike, fertiliser companies stopping production, and energy companies going bust. A quick THREAD on #GasPrice
First, what's going on? 4 UK nukes are unexpectedly off, we've had one of the least windy summers in 60 years, and the UK's biggest interconnector (to France) caught fire last week. That means scarcity in clean electricity, and more demand for gas power. Events, dear boy!
Meanwhile, higher than anticipated demand in Asia means gas that's shipped in (LNG) isn't coming to the UK, and Gazprom isn't supplying as much gas to Europe as normal, so storage which could buffer bills is low.
Not a good situation, but as Douglas Adams would say, DON'T PANIC!