(aka how Civitas got embarrassingly wrong numbers into Sun, Mail, Times & Express)
1⃣Send to lobby journos, not specialists
2⃣Get Tufton St chums to write supportive comment
3⃣Trust editors to take crazy numbers at face value
🧵
A Tufton St guide to "honest debate" on net-zero (cont)
4⃣Pretend fossil-based tech is free
5⃣Ignore saving of buying less fossil fuel
6⃣Confuse MW & MWh so you can say wind costs £1,300,000/MWh (reality is £50-70/MWh)
7⃣Falsely assert gas power must close early & make up cost
A Tufton St guide to "honest debate" on net-zero (cont)
8⃣Quote a report saying EVs cld lose 114k jobs but ignore bit where it says EVs cld support 246k jobs
9⃣Assume clean tech costs never change
🔟Make us pay for green energy & insulation twice
A Tufton St guide to "honest debate" on net-zero (cont)
1⃣1⃣Make up a huge number for net-zero costs in farming, without evidence, because it's "not unreasonable to assume"
1⃣2⃣Make sure to ignore actual evidence of climate/gas costs driving food price inflation
A Tufton St guide to "honest debate" on net-zero (cont)
1⃣3⃣Falsely imply the CCC cost estimates assumed a 0.1% cost of capital (not true)
1⃣4⃣Add a blanket 5.25% finance cost to figures that often already include financing
I'll share receipts for everything I said above in a moment, but first here are the outlets that credulously gave space to the Tufton St claims, without checking they weren't mad
Spectator gave space to Ross Clark to promote the claims, altho amusingly he clearly suspects Civitas numbers are bonkers as he gives himself this get-out
"There is no reason to suppose Civitas’ figures will turn out to be right…But they are an impt contribution to a debate"
The Times did not think the report worthy of news coverage, but gave a comment slot to another Tufton St groupie, Tim Knox, to promote Civitas' work (Knox fails to mention his association with the report, which says it "would not [have] be[en] possible" without him)
The Express gives space to another Tufton St outfit, the Taxpayers Alliance, for yet more uncritical supportive coverage of the bonkers Civitas numbers
The Mail did at least publish a response from govt saying “We simply do not accept these figures. The report fails to recognise the financial savings from lower fuel costs and technological advances – such as offshore wind costs falling by 70% more than we projected in 2016.”
Now onto the receipts:
Report does not include OPEX savings in lower fossil fuel bills and it ignores the capital cost of fossil-based alternative technologies (gas boilers, gas power plants, combustion engine cars), effectively assuming they are free and never need replacing
Receipts
The report asserts that “147TWh of current capacity [sic]” will have to retire early, even though early retirement is explicitly ruled out in CCC pathways
The report then says, without citation or evidence, that this will cost £73bn, which appears to be based on 147/2
Receipts
The report asserts that heat pumps will cost £14k per house forever, even though some firms have already dramatically cut costs and are now offering to install the technology for as little as £5k, before grants
The report includes an estimated cost to decarbonise the electricity system and then adds current subsidies for decarbonising the electricity system on top ("green levy"), assuming they continue at the same level forever (most are 15yr contracts)
Receipts
Paying twice:
The report includes a cost of £5k per household for insulation, for all 28m homes (5x28=140), then adds another cost to insulate social housing specifically, even though these are part of the 28m total
That's it from me, but before I go, please check out this amusing thread from Barney on how ludicrously badly excruciatingly wrong the Civitas report is
Of COURSE report author Ewen Stewart is a climate sceptic who wrote in 2021:
"Whether one believes in man-made climate change, or whether one believes that there has always been natural climatic variation, it remains a contested theory"
NEW: UK climate advisers now "more optimistic" net-zero goals can be met
🎯Net-zero "possible" + "good for economy"
📉CO2 halved vs 1990
📈More "credible" policies
🚘🏡EV/heat pumps soaring
But…
⚡"Critical" to cut power prices
✈️Flight CO2 "risk"
1/9
For the first time I can remember, the CCC says its progress report is "optimistic" about UK climate goals being hit. Interim chair Prof Piers Forster says he is "more optimistic" than last yr due to last govt's policies starting to deliver + changes since Labour took office
2/9
Another notable change is that the CCC seems to be getting less prescriptive…
CCC has faced (inaccurate) charges that it has, in effect, set govt policy. But it's now being clearer than ever that it only offers advice – and policy is up to govt.
IEA: Oil still on track to peak by 2030; oil for fuel to peak in 2027
"annual growth slows…to just a trickle over the next several years, with a small decline expected in 2030, based on today’s policy settings and market trends"
Here are some of the most striking charts 🧵 1/8
In recent years, global oil demand has been almost entirely driven by growth in China…
…and that party is now over
Equally, US "dominance" of rising oil supply is also a thing of the past 2/8
Since last year, the IEA has raised its oil demand outlook for the US, due to EV rollbacks etc, but it has simultaneously cut its outlook for China by the same amount
So global demand in 2030 is right where the IEA thought it would be last year 3/8
In Q1 of 2025, the clean-energy driven drop in power sector CO2 outweighed small increases in other sectors of China's economy, driving a 1.6% fall year-on-year overall
FACTCHECK: Almost all the headlines on Tony Blair / net-zero are *wildly* inaccurate
REALITY:
1️⃣Net-zero is *only way* to stop warming
2️⃣Blair calls for tech to "turbocharge our path to net-zero"
3️⃣He categorically *does not* say "net-zero is doomed to fail"
🧵 1/6
Blair says a "strategy based on either 'phasing out' fossil fuels in the short term or limiting consumption is a strategy doomed to fail"
This is logically & categorically not the same as saying "net-zero is doomed to fail"
(If you can't see why, I can't help you) 2/6
Nor does Blair say "current net-zero policies are doomed"
Because literally no govt in the world has a current net-zero policy to "phase out fossil fuels in the short term or limit consumption"
Instead, world's govts agreed at COP28 to "transition away from fossil fuels" 3/6
NEW: Official advisers CCC say UK shld cut emissions 87% by 2040
⚖️Net cost of net-zero 73% less than thought
💷Total cost to 2050 = £108bn (~£4bn/yr, 0.2% GDP)
🏡🚗H’hold energy/fuel bills to fall £1,400
🔌Electrification is key
THREAD: New UK govt contract with Drax biomass power plant
* 4-yr contract 2027-2031
* £113/MWh (2012 prices – £155 in today's money)
* Output cap of 6TWh (<2% of UK supplies, cf recent yrs 12-15TWh)
* CfD cost ~£500m/yr
* 100% of fuel must be "sustainable", up from 70% 1/5
UK govt says the contract helps security of electricity supplies, but gives Drax a "much more limited role than today" ie it's limited to run at roughly 25% of its max output
This means it's mainly going to be running when it isn't windy
Drax has had issues with existing 70% sustainable sourcing rule, but as it'll need less than half the fuel it has been buying to date, the new 100% rule looks more achievable
Notably, new contract terms allow govt to reclaim subsidy if rule not met