Ed Conway Profile picture
Aug 9 22 tweets 7 min read Read on X
🧵Want to understand why weaning ourselves off fossil fuels like oil is such a tricky challenge?
Best place to start is with this ubiquitous toy👇
This is a thread about what I call the LEGO conundrum.
It begins when you ponder what a LEGO brick is actually made of... Image
Standard Lego bricks are made of something called Acrylonitrile Butadiene Styrene.
ABS is a tough thermoplastic you often find in the handles of scissors or the frames of hard carry-on baggage cases.
But Lego bricks are prob the most iconic application.
en.wikipedia.org/wiki/Acrylonit…
Image
It's worth saying btw not all Lego pieces are made out of ABS.
Baseplates are moulded from high impact polystyrene. Gearwheels are polyamide.
The small, flexible green pieces that look like plant stalks or flags are polyethylene, and so on and so on.
lego.com/en-us/sustaina…
But the vast majority of Lego - more than 80 per cent - is those bricks you’ve doubtless played with and/or found yourself cursing as you accidentally step on top of them. And these ones?
They’re all made from ABS. Why? Image
It’s incredibly durable. It can be moulded incredibly precisely, with tolerances of within four microns, meaning one brick fits neatly into another.
And it has unbeatable “clutch power”: the bricks stick together robustly but are also easy to pull apart. Image
Its deployment in the 1960s was the culmination of decades of experimentation.
Lego used to make its main bricks from something called cellulose acetate, but CA bricks tended warp and deform over time; the colour faded.
ABS was the zenith - the ultimate Lego material. Image
But the catch here is that ABS is made from crude oil - well, strictly speaking from both oil and gas.
Every kilogram of Lego blocks in your cupboard or on the toy store shelves began its life as two kilograms of crude oil. Image
Acrylonitrile is made from the ethylene you find coming out of the crackers at oil refineries.
Butadiene you get when you catalyse and dehydrogenate butane.
Styrene comes from benzene.
ABS is in some senses the quintessential petrochemical product. Image
Which is problematic if you have a commitment to sustainability & eliminating carbon emissions, as Lego does.
Their plan was to replace ABS with an oil-free alternative. And a couple of yrs ago Lego announced it had a prototype replacement made from recycled plastic bottles. Image
Problem was, recycled polyethylene terephthalate simply wasn’t quite as good as ABS. Virgin RPET was far too soft, so it needed additives and to be highly processed.
The upshot was its carbon footprint was actually HIGHER than those old oil-based ABS bricks.
“In the early days, the belief was that it was easier to find this magic material” chief executive Niels Christiansen told the FT. But “We tested hundreds and hundreds of materials. It’s just not been possible to find a material like that.” ft.com/content/6cad18…
Part of the problem here - one which crops up again and again throughout *Material World* - is that it turns out the suite of materials we tend to use these days are simply VERY good at doing what they do.
For instance:
Kerosene is really hard to beat as an aviation fuel.
Methane is a brilliant source of the hydrogen for making, among other things, fertilisers.
Concrete might not be the only strong building material, but it’s incredibly easy to lay and also phenomenally cheap. Image
All these things create significant carbon emissions.
But they are central to modern life. They are a large part of the explanation for how we've been able to urbanise and feed billions of people in recent decades.
Finding low carbon replacements will be HARD.
In some cases the replacements for fossil fuels are actually BETTER than what they're replacing.
80 per cent of the energy in petroleum is wasted when you drive your car (mostly as heat). But an electric car loses barely 20 per cent of the energy along the way. Image
(This is not to say there aren't challenges with EVs. They're much more mineral intensive to build than than petrol cars. Range & charging speed are still too low and they're not good enough for carrying heavy loads. But in certain thermodynamic respects they're better.)
But the lesson from LEGO is that for much stuff, it's actually proving far more difficult to find deployable zero or low carbon replacements.
It's just really hard because these old (invariably carbon intensive) industrial substances are really good at what they do.
This gets to a critical issue which still isn't widely appreciated enough.
Replacing some coal fired power stations with wind turbines is THE EASY BIT. The next bit will be far harder (inc making grids work).
Replacing cement manufacture or ammonia production will be FAR HARDER
But unless we can crack this stuff we have no hope of meeting all those pledges our govts have signed up to. On the one hand this is massively daunting.
On the other hand, it makes for an extraordinary industrial challenge the likes of which we haven't had for centuries.
At some point we might solve the Lego conundrum. Or we might not.
On the bright side, at least turning oil into plastic blocks isn't as pollutive as burning them. But it illustrates how much trickier and stickier these issues are than most people assume
It also gets to another, deeper point.
For years we were encouraged not to think too deeply about where stuff came from & the compromises along the way.
Products were disposable & ephemeral.
It's time we thought more about what it takes to make stuff & hence respected it more.
Anyway. For more abt the knotty, fascinating realities underlying the world, check out Material World.
Out now in paperback.
It's actually about all sorts of other random stuff like sand and salt. But with, I think, some important lessons for all of us. waterstones.com/book/material-…

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More from @EdConwaySky

Jul 31
🧵
It might look like something from space, but some folks think lumps of rock like this could help us solve one of the biggest problems facing the planet.
Others fear they could trigger ecological catastrophe.
Presenting the weird, unsettling story of polymetallic nodules Image
These potato-sized mineral lumps form over millions of yrs on the ocean floor as metals accrete around organic fragments.
Up until 150 years ago no-one knew polymetallic nodules even existed. Today they're a very big deal.
So. Here are the 2 main things you need to know abt them Image
1. These nodules contain ASTOUNDING concentrations of certain metals - esp nickel, manganese, cobalt and copper. The grades of metals are multiples better than anything you can find on land (esp now we've mined out most of the easy stuff). Image
Read 17 tweets
Jul 20
🧵
80 years ago today, newspapers in Europe carried news of the unexpected death of a very important man, in a hotel miles from the nearest city.
A man who, said some, was helping the Allies win the war.
But there was a twist to the tale. The man in question wasn't actually dead Image
That man was John Maynard Keynes. The 61 year old economist was at the Mount Washington Hotel in New Hampshire for what became known as the Bretton Woods conference. And the day earlier he had indeed collapsed, following a heart attack. It was a moment of high drama. Image
The conference had already overrun.
It was supposed to be done in two weeks and there was talk that the delegates would soon be kicked out of the hotel. This was, to put it lightly, a problem.
After all, in the absence of an agreement there was a chance of yet another world war Image
Read 29 tweets
Jul 10
It says something about how confusing Labour's green investment policies are that seemingly even the Treasury has misunderstood them.
Contrary to what the picture in this press release👇 suggests, the National Wealth Fund has nothing to do with wind power or indeed green energy
Instead it's very specifically designed to focus on all the low or zero carbon technologies that AREN'T really to do with generating power.
- Green steel
- Hydrogen
- Clusters
- Gigafactories
Here's the sectors the institution will focus on 👇 Image
Simple way to think abt this:
Pretty much ALL heavy industry today emits carbon, directly or indirectly. The techniques we use to make stuff mostly date back to the industrial revolution. Getting to net zero involves redoing the industrial revolution! edconway.substack.com/p/yet-another-…
Read 7 tweets
Jul 5
🧵
How did Keir Starmer manage to win a landslide majority even though fewer people voted for him than for Jeremy Corbyn in either of his election bids?
A quick thread looking beneath the numbers.
Let’s start with swing…
Election nerds like to focus on two-party swing - essentially showing how voters shifted between the main parties.
And on this metric, Labour enjoyed a MASSIVE swing. 11%. Slightly more than Blair in 1997.
But there’s more to this chart than meets the eye… Image
Let’s take the same data, two-party swing, & break it down. Red bits of bars show change in Labour vote, blue bits show Tory change.
Now look again at that 2024 bar (on the far right).
The vast, vast majority of swing to Labour is in fact swing AWAY from the Conservatives. Image
Read 10 tweets
Jul 2
🧵THE STRANGE CASE OF THE YAKOV GAKKEL🧵
A thread about the energy story no-one wants to talk about.
About how UK companies are helping facilitate Russia, as it earns money to finance its war.
And about how the cost of living crisis didn't end quite how you prob thought it did…
But before all of that it's a story of a ship. A v unusual ship.
The Yakov Gakkel. A vessel that routinely passes these shores. As I type this it's somewhere north of Norway. But I first saw it in the English Channel.
And at first glance you might not think it all that special.. Image
But beneath that enormous blue hull is some incredibly advanced technology. Because the Yakov Gakkel is a cutting edge liquefied natural gas tanker, capable of holding vast amounts of natural gas at temperatures of approximately −163 °C.
These things are pretty incredible! Image
Read 21 tweets
Jul 1
🧵You know the idea, posited by @theIFS, that the main parties are engaged in a "conspiracy of silence" this election.
Their original point was about spending plans.
But I think you cld go much further.
I can think of at least 5 other areas where there's a conspiracy of silence
1⃣Taxes ARE going up under all the main parties' plans.
But they prefer not to talk about this, hiding instead behind the claim that tax rates on income tax, NICs and VAT won't rise. But they've still signed up to plans which will mean the AMOUNT of taxes we're paying will rise. Image
2⃣The magical tax avoidance money tree.
All the parties think they'll raise enormous sums clamping down on tax avoidance.
So much that they need not raise other taxes. This is v uncertain. But since they've all done the same trick they remain silent about its ridiculousness
Read 7 tweets

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