Simon Evans Profile picture
Mar 17 13 tweets 8 min read
THREAD

UK govt has just days to update its net-zero strategy, which was ruled unlawful by the high court last yr



After this week's #Budget2023 failed to meaningfully move things forward, where do things stand?

carbonbrief.org/uk-spring-budg…
Let's wind back to last year's high court ruling, which forced govt to admit its plans for cutting emissions only added up to 95% of the cuts needed under legally-binding UK goals

(The attached table had not been made public before the legal challenge)

judiciary.uk/wp-content/upl… Image
Court said govt plans needn't add up to 100% but said risk of policies not delivering as planned was "all-important" & shld have been taken into account

➡️Delivery risk is a key theme

judiciary.uk/wp-content/upl… Image
Moreover, court said govt failed to publicly quantify the impact of its policies (it had done so privately) & also failed to explain how it wld make up gap btwn quantified policies & legal limit

judiciary.uk/wp-content/upl… Image
We know that delivery risk is very real, because govt's official adviser @theCCCuk says there are only "credible" plans to meet 39% of req'd emissions cuts

Plans beyond that carry "some" or "significant risk" – and even those don't go 100% to the target

carbonbrief.org/ccc-costly-gas… Image
New @GreenAllianceUK analysis👇is even more pessimistic, finding only 28% of required emissions cuts have confirmed policy in place

(If you're glass half-full, analysis finds policy out for consultation adding up to ~60% + policy ambition reaching 87%…)

To continue the theme on delivery, the govt-commissioned Net Zero Review from Conservative MP @CSkidmoreUK found govt was "not matching world-leading ambition with world-leading delivery"

carbonbrief.org/net-zero-is-ec…
Similarly, the recent @theCCCuk report on how to get reliable zero-carbon UK electricity supplies said the govt goal of a "fully decarbonised" grid by 2035 was possible, but only with "urgent reform"

carbonbrief.org/ccc-heres-how-…
While this week's budget included lofty ambitions for nuclear and carbon capture and storage, there was precious little firm detail to move things forward

Instead, it said there would be "further action" on emissions "later this month"

carbonbrief.org/uk-spring-budg…
(and let's not forget the chancellor's latest fuel duty freeze, which together with 13yrs of similar cuts in real terms means UK CO2 emissions are as much a 7% higher than they would have been)

carbonbrief.org/analysis-fuel-… Image
So there's a huge amount riding on the "further action" due "later this month" – and no room for delay because of the high court deadline

According to Bloomberg, this action is going to be set out on what officials are calling "green day"

bloomberg.com/news/articles/…
The Guardian reports secretary of state @grantshapps saying the govt plans this month will boost wind, solar, heat pumps and hydrogen

theguardian.com/environment/20… Image
Our sources suggest this "green day" may be coming on Thursday 30 March, which would be cutting it fine to say the least…

…but rest assured we @CarbonBrief will be watching closely and bringing you our usual, detailed coverage

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More from @DrSimEvans

Mar 15
UK chancellor Jeremy Hunt:

➡️Confirms "energy price guarantee" cap on hhold bills will remain at £2,500 for typical homes for an extra 3mths
➡️Fuel duty to remain frozen again + 5p cut maintained (duty now down massively in real terms)

#Budget2023 Image
UK chancellor Jeremy Hunt is more than 10 minutes into his #Budget2023 speech and he hasn't yet mentioned climate change, net-zero or a UK response to the US Inflation Reduction Act Image
UK chancellor Jeremy Hunt

"Nearly 90% of our solar power was installed in the last 13 years" [since the Conservatives entered govt]

(tbf this would very likely be true globally too – solar costs down 90% in that period…)

#Budget2023 Image
Read 4 tweets
Mar 9
BUT WHAT ABOUT WHEN IT ISN'T WINDY!??

Now I've got your attention, you'll want to read about @theCCCuk big new report on exactly this question

(TL;DR low-carbon flexibility)

THREAD

carbonbrief.org/ccc-heres-how-…
The UK* is aiming to "fully decarbonise" its electricity system by 2035 (*technically just GB)

And demand is set to rise 50% by then as we electrify heat, transport + industry

Govt has set mega targets for nuclear & renewables…

carbonbrief.org/ccc-heres-how-…
Key point 1) targets for wind, solar + nuclear are a big challenge – and they're not enough

–70% of power in 2035 coming from cheap wind/solar, but (yes, we know) they're variable
–20% from nuclear/BECCS is relatively inflexible
–10% is absolutely key

carbonbrief.org/ccc-heres-how-…
Read 13 tweets
Mar 6
NEW ANALYSIS

📉UK emissions fell 3.4% in 2022
🎻Coal was lowest since 1757, when George II was king
♨️Only part of 2022 fall due to climate action
🚚✈️Oil use grew
🏘️Gas fell on warm weather, weak demand
🎯UK remains off track for net-zero

THREAD

carbonbrief.org/analysis-uk-em…
My analysis is based on preliminary UK govt figures on energy use, published end of Feb each year

UK govt's own emissions estimates are due end Mar

My estimates are not perfect, but they do have a pretty good track record

carbonbrief.org/analysis-uk-em…
During the pandemic, emissions in the UK and rest of world saw record declines, followed by an inevitable bounce back as economies reopened

Global emissions kept growing last year, by just under 1%, but the UK's fell 3.4%, ending post-Covid bounce

carbonbrief.org/analysis-uk-em…
Read 11 tweets
Feb 21
UK sec of state for energy & net-zero @grantshapps says "the most successful economies…are the ones that have cheap energy prices"

But data does not seem to back this up

There's only a v weak (&contradictory!) r'ship btwn industrial gas/electricity prices & GDP per capita

🧵 Image
Shapps made his statement in an interview with the Sunday Times, in which he also said:

"My very simple objective is to create the economy with the cheapest wholesale electricity price by 2035."

thetimes.co.uk/article/does-g… Image
(As a journogeek aside, it's interesting that the print edition went with a totally different headline & cut the quote about "the most successful economies". Online headline: "Does Grant Shapps’ plan for the cheapest energy in Europe add up?") Image
Read 7 tweets
Feb 8
NEW

Must-read @IEA power mkt report shows renewables will be world's top source within 3yrs

🧵of highlights:

🌏Demand to rise 2,500TWh by 2025 (+1🇪🇺!)
🌄Renewables + nuclear meet >100% of growth
🏭Power sector CO2 to plateau / fall slightly

carbonbrief.org/renewables-wil…
Global GDP growth has been revised down almost everywhere due to the energy crisis, with the UK taking a particularly big hit…

carbonbrief.org/renewables-wil…
…but global electricity demand growth is set to rebound, rising to 2,500TWh above 2022 levels by 2025 – that’s basically adding another EU of demand in three years (!)

carbonbrief.org/renewables-wil…
Read 10 tweets
Dec 6, 2022
NEW ANALYSIS

The IEA is forecasting "turbocharged" renewable growth over the next 5yrs

It just made the "largest ever upward revision" to its forecast, which is now 76% higher than it was just 2yrs ago (!?)

by @Josh_Gabbatiss

carbonbrief.org/analysis-ieas-…
@Josh_Gabbatiss worth adding – this huge forecast upgrade comes despite supply chain and inflationary pressures

with massive fossil fuel price rises, the economic advantage of renewables keeps growing
Read 4 tweets

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