Energy and Society from now until 2040

By Andy May

ExxonMobil released its 2017 Outlook for Energy, A View to 2040 in mid-December. David Middleton has written that the report reveals wind and solar will supply a whopping 4% of global energy by 2040! He also reports that wind and solar capacity will grow, but we will only be able to utilize 30% of the wind capacity and 20% of the solar capacity due to their intermittent nature. This is true, but the report has much more to say and this year the nomination of ExxonMobil CEO Rex Tillerson for Secretary of State makes it even more important. Here we will cover some the other numbers in the report.

The cost of energy is closely correlated to standard of living. In addition, it has often influenced major political decisions, like Germany’s decision to invade Russia or Japan’s decision to bomb Pearl Harbor in World War II. Figure 1 shows the relationship between per capita GDP (one standard measure of standard of living) and annual per capita electricity consumption for 218 countries in the CIA Factbook. Excluding the anomalous countries listed in the upper right of the figure the R2 is acceptable. The least squares line suggests that each 0.2 kWhr/person of electricity consumed annually can raise GDP by one dollar per person. Obviously, other factors are important also, but the trend suggests that per capita GDP is positively influenced by the electricity consumed or that countries with a higher standard of living use more electricity.

Figure 1

If all 218 countries are included the R2 falls to 0.49, but the slope is nearly the same at 0.208. Energy consumed is undoubtedly partially a function of the cost of energy as long as the basic infrastructure for delivering electricity is in place. I could only find consistent data for the cost of electricity in purchase power parity dollars (PPP$) for eleven countries with good electricity infrastructure. They are plotted in Figure 2. Data was also available for China, Mexico, Brazil, India and Nigeria, but it was not used because the electricity delivery infrastructure did not cover enough of the population. Purchase Power Parity dollars were used because a US dollar will buy a different amount of goods in different countries. Food, housing and gasoline, for example, cost more in Europe (in US $) than they do in the USA. So, plotting the cost of electricity versus actual price, converted to US dollars would be very misleading. For more information on Purchase Power Parity see here.

Figure 2

Figure 3 (Source ExxonMobil)

Figure 3 shows total energy use per person compared to the 2014 UN Human Development Index for countries around the world. It shows the same positive relationship between standard of living and energy use. Because standard of living and energy use are closely related and energy use is strongly affected by the cost of energy, it is in the best interest of any country to lower the cost of energy and make it readily available. Therefore, you can be sure that some of the decisions made by President Trump and Secretary Tillerson will be based, at least in part, upon the ExxonMobil data and their projections.

Key conclusions of the report:

  • Developing countries, like China and India are urbanizing and their populations are becoming more affluent, this will increase global energy demand 24% by 2040. This includes the ExxonMobil prediction that energy use efficiency will double (figure 4).
  • The world population will increase from 7.3 billion today to over 9 billion in 2040, with a much larger middle class population (defined as >$14,600 and <$29,200 yearly for a family of 4) using energy than today. World GDP will effectively double by 2040. Living standards will rise dramatically, especially in the developing world.
  • Natural gas consumption will increase 54 quadrillion BTUs by 2040. Nuclear and renewables will increase 24 and 20 quadrillion BTUs, respectively. The 2040 energy mix will remain about the same as today (figure 5 and Table 1).
  • Rising electricity demand will drive the growth in global energy between now and 2040. The increase in the number of homes with electricity, industrialization of the developing world and our increasingly digital and plugged-in lifestyles will drive this growth. Half of global electricity demand is from industrial activity; thus good jobs can be lost if electricity costs are too high. Jobs will move to locations where electricity is cheap, an example is the new Voestalpine steel plant in Corpus Christi, Texas.
  • Crude oil and natural gas will remain the world’s primary energy source. Even in 2040 oil and natural gas will supply 57% of all energy demand, this is an increase from 56% today. Oil demand will grow 18% through 2040 and natural gas demand will grow 44%. The developing world will account for the largest increases. Unconventional (“fracked”) oil and gas, oil (“tar”) sands, and deep water oil production will account for over 25% of the liquid supply in 2040.
  • Carbon dioxide emissions will increase, at least until 2030.

Figure 4 (Source ExxonMobil)

Figure 5 (source ExxonMobil)

Table 1

While the population will be much higher and more affluent in 2040, there will be gains in energy efficiency due to new technology. Efficiency gains restrain energy demand growth in developed countries, but the demand in the developing world rises dramatically due to the rapid growth of the world middle class. The global middle class is expected to double in size (see figure 7) in the next 15 years and many of the newly middle class will be first time users of electricity and petroleum. Nearly everyone in the developed world is already in the middle or upper class and already uses energy. The dramatic growth in energy use in the developing world, relative to the developed world, is shown in figure 6.

Figure 6 (source: ExxonMobil)

Figure 7 (source: ExxonMobil)

Coal demand is expected to rise slightly until 2025 and then fall back to current levels by 2040 almost entirely due to new coal fired power plants in the developing world. The global fleet of cars, SUV’s and pickups will grow 80% to roughly 1.8 billion vehicles. Gasoline and diesel will dominate as a vehicle fuel, but there will be some growth in electric and hybrid vehicles, see figure 8.

Figure 8 (source: ExxonMobil)

One can debate whether reducing carbon dioxide emissions is important or not, but if we assume we need to reduce carbon dioxide, it seems clear that producing shale gas and using it to produce electricity is more effective than using wind or solar. This is made clear by comparing the change in carbon dioxide emissions in the United States with those in Germany. ExxonMobil produced Figure 9 to illustrate the point.

Figure 9 (source: ExxonMobil)

The growth of North American unconventional (“fracked”) natural gas production is critical as can be seen by comparing projected demand (horizontal black lines) to supply around the world as ExxonMobil does in figure 10.

Figure 10 (source: ExxonMobil)


The media loves to report things like “solar energy will double” or “solar and wind are growing faster than fossil fuels.” While true, these statements are misleading because little of our energy comes from these sources, so doubling them makes no significant difference. This report supplies ExxonMobil’s best assessment of where we are and where we are likely going with respect to energy. I doubt their predictions are perfect, but I would wager they are close. The main takeaway is there is not going to be a major change in our energy infrastructure or energy supply mix over the next 25 years. It is possible that growth in carbon dioxide emissions will slow, but it is inevitable that emissions will be higher in 2040 than they are today.

It is also clear that we are not going to run out of coal, oil and natural gas. These are abundant today and they will still be abundant in 2040. Given the very high quality of available modern emissions control equipment for true pollutants, like sulfur dioxide and mercury, and recent low estimates of equilibrium climate sensitivity to a doubling of carbon dioxide (ECS) there is little evidence that fossil fuels are a problem today or in the foreseeable future.

For a discussion of modern coal power plant emissions control equipment and its effectiveness see this report by Moretti and Jones of the Babcock and Wilcox Power Generation group or this EPA summary. All too often people seem to think that coal plants in China are equivalent to coal plants in the US or Europe. Modern very effective pollution control equipment has been in universal use in the USA and Europe for decades. As you can see in the reports, this equipment reduces noxious gases, like sulfur dioxide or nitrous oxide by 90%+. Unfortunately, this equipment has not been universally installed in China or elsewhere in the developing world, and that is one of the reasons that their air pollution is so awful. The other reason is some people in China (and elsewhere) still burn coal, wood and dung in their homes for cooking or heat and the emissions go straight into the air with no scrubbing at all. Some consider carbon dioxide a pollutant, but this is difficult to support given that it is essential for life on Earth.

All of the data used in making the figures in this post is available for download, as an Excel spreadsheet, here. The author, now retired, worked for Exxon from 1979 until 1985, he also owns stock in the company.

At the length truth will out

By Andy May

Some will recognize the title as part of a line by Launcelot Gobbo in Act II, scene 2 of Shakespeare’s The Merchant of Venice. In plainer and much less poetic language it means that the truth will be known eventually. The film version, with Al Pacino playing Shylock, is the best in my amateur opinion. The play is considered anti-semitic by some, but is actually a carefully considered analysis of bias and prejudice and their awful effect on people. It opens the dark world of prejudice to the light, uncovering it for all to see. It does this in the same way Huckleberry Finn opens the injustice of slavery to the light of day. Sometimes we need to see all the bad out in the open, as uncomfortable as it may be to look at or discuss.

We are all seeing a shift in opinion about the so-called dangers of man-made climate change. It has taken a long time, but there is an awakening to the idea that climate changes, man’s activities may play some role in the changes, but the role of man is likely small and not very dangerous. In any case, the public believes (correctly in my opinion) it is way too early to panic.

So, with all this in mind, I’d like to share a short lecture on bias, prejudice and intimidation in climate science by Dr. Willie Soon. The December 8, 2016 lecture can be seen on Youtube here or by clicking on figure 1, the slide deck he uses can be downloaded here.

Figure 1, Dr. Willie Soon delivering his talk on bias and intimidation in climate science. Click on the figure to hear the talk at

The viciousness of the media attacks on the reputation of Dr. Soon are amazing, considering his long-established credentials as an astrophysicist and climate scientist. It was gratifying that Myron Ebell (Trump’s pick to lead the EPA transition) leapt to Dr. Soon’s defense when the New York Times shamefully published an unwarranted and untrue attack on him. The article was written by Greenpeace. The New York Times placed it on their front page (see Dr. Soon’s second slide) and unethically disguised it as an article by two of their reporters. Mr. Ebell’s expose can be read here. Other sources that uncover the dishonesty in the New York Times reporting can be read here and here.

As bad as the attacks on Dr. Soon are, they pale in comparison to the attacks on science itself. Dr. Soon’s talk details the complete corruption of the peer-review process in climate science. I was once on the SPWLA (Society of Petrophysics and Well Log Analysts, the journal Petrophysics) publications committee and can assure you that the actions described by Dr. Soon are far more egregious and corrupt than any I have seen in a long publishing career.

Further, even though Dr. Soon had no direct support from the Southern Company as Greenpeace and the New York Times claimed, what if he did have? Why does the government have to be the only source of research funding? Clearly, the climate change debate is political and no longer scientific. We have the proponents of dangerous man-made climate change claiming the science is settled and a “consensus” of (government funded) scientists certifying it is dangerous. Since when has science ever been “settled?” Settled issues are political issues, not scientific issues. Likewise, consensus is a political word, not a scientific one. We have politicians, pundits and environmentalists who wish to jail “deniers.” Of course, it is political, as a result one would hope that funding for climate research was not all from the government. The government is clearly biased.

Dr. Soon clearly shows the bias against one point of view on climate change and the suppression of dissenting views, no matter how well they are supported. He shows that prejudice against dissenting views exists and that dissenters will be punished, humiliated and tormented. I have no illusion that my small post will heal his wounds or repair his reputation, but I hope it brings some daylight to this issue and illuminates the abusers. The only way to confront this sort of behavior, behavior that thrives in darkness, is to force it into the light. Shakespeare and Twain knew this, we need to follow their lead.

Global Cooling and Wikipedia Fake News

By Andy May

There is an excellent new post up at on the global cooling scare of the 1970’s and the efforts to erase it from the record by the climate alarmists at For some the scandal at Wikipedia over William Connolley deliberately posting false articles and altering factual ones on climate is old news. This is for those who missed the story. William Connolley created or rewrote 5,428 unique Wikipedia articles. “Fake news” is an old story, used extensively by radical climate alarmists and environmentalists. Indeed, Greenpeace seems to be based on the concept of fake news.

The following anecdote by author Lawrence Solomon is instructive. He tried to correct an article that stated Naomi Oreskes infamous 97% paper in Science had been vindicated and Dr. Bennie Peiser had conceded that she was correct. He had spoken with Dr. Peiser and confirmed he had said no such thing.

“Of course Oreskes’s conclusions were absurd, and have been widely ridiculed. I myself have profiled dozens of truly world-eminent scientists whose work casts doubt on the Gore-U.N. version of global warming. Following the references in my book The Deniers, one can find hundreds of refereed papers that cast doubt on some aspect of the Gore/U.N. case, and that only scratches the surface.

Naturally I was surprised to read on Wikipedia that Oreskes’s work had been vindicated and that, for instance, one of her most thorough critics, British scientist and publisher Bennie Peiser, not only had been discredited but had grudgingly conceded Oreskes was right.

I checked with Peiser, who said he had done no such thing. I then corrected the Wikipedia entry, and advised Peiser that I had done so.

Peiser wrote back saying he couldn’t see my corrections on the Wikipedia page. I made the changes again, and this time confirmed that the changes had been saved. But then, in a twinkle, they were gone again. I made other changes. And others. They all disappeared shortly after they were made.”

Connolley was hardly the only offender, Kim Dabelstein Petersen and many others are also guilty. Rewriting history is not their only offense. They also slander eminent scientists such as Dr. Fred Singer, the first director of the U.S. National Weather Satellite Service; Dr. Richard Lindzen a former MIT Professor of atmospheric physics, and Professor William Happer a professor at Princeton. Many, many others like Willie Soon, Roy Spencer, John Christy and Judith Curry have also been unfairly slandered.

Probably fake news has been with us for a very long time, but thanks to the Internet it is produced quicker and debunked quicker these days. I get a sense of déjà vu when reading this article on yellow journalism.

As noted in the post William Connolley and his team tried to show that the global cooling scare of the 1970’s was a myth. They also tried to scrub Wikipedia of any mention of the Little Ice Age or the Medieval Warm Period. A perfect example of fake news, along the lines of the 97% consensus myths. They claimed only seven scientific papers of the period discussed global cooling, when there are 163 papers on the subject, including seven that claim CO2 is causing global cooling. These include an article by the CIA. A complete list of the papers can be found in the post, it is well worth the time it takes to scan the informative summaries at the end of the post.

Detection and Attribution of Man-made Climate Change

By Andy May

Chapter 10 of the 2013 IPCC Working Group 1 Assessment Report (WG1 AR5) report on climate change deals with how man-made climate change is detected and how much of the total change is due to man. They call the chapter “Detection and Attribution of Climate Change: from Global to Regional,” but in the critical calculation they assume the natural contribution is zero, so we consider “man-made” an appropriate addition to the title of this post. In summary, it says that the Earth’s surface has warmed since 1880 and over half of the warming from 1951 to 2010 is due to man. That humans have some influence on climate is not in dispute, all major species have some influence on climate. Phytoplankton occupy most of the Earth’s surface and, since they photosynthesize, they consume CO2 and produce sugars and oxygen. In all probability, they have the largest effect on climate, but we don’t know how much. Humans mostly live in urban areas that occupy 3% of the Earth’s land area and 1.3% of the Earth’s surface. We burn fossil fuels and biomass, producing greenhouse gases (GHGs), that may have some net warming effect on the climate. Some laboratory measurements show a warming effect from CO2 and methane, but no measurements have been made in the real world (see pages 883-884 in WG1 AR5).

Using satellite data, we can show that the radiative effect of greenhouse gases, has increased from 1970 to 1997. But, measuring the net surface temperature effect of this increase has proven elusive. For an excellent discussion of the problems of predicting the warming effect of GHG’s see Richard Lindzen’s Remarks on Global Warming. In Lindzen’s remarks he notes that the measurements of global warming that we have are ambiguous regarding man’s GHG emissions and:

“Finally, we must turn to the models. It is from model results that our fear of profound greenhouse warming arises. …doubling CO2 will increase the downward flux at the surface by about 4 Watts/m2/sec; the solar flux in existing models must be adjusted by many times this quantity simply in order to get the present day global temperature correct.”

In the classic paper Lindzen and Choi, 2011, they argue that CERES satellite data suggests that natural feedback to an increase in CO2 is negative. That is, it reduces the temperature increase due to CO2 rather than increasing it as the CMIP5 global climate models predict. So, despite the absence of measurements how has the IPCC separated the warming due to man from natural warming? After all, surface temperatures have been rising since the Little Ice Age which only ended in the late 19th century just as we began to keep track of surface air temperatures worldwide.

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A Summary of Meehl, et al., 2016 and the Interdecadal Pacific Oscillation

By Andy May

In a comment to my earlier post on ocean cycles, Nick Stokes challenged my interpretation of a quote from the new Nature Climate Change paper by Meehl, et al. The quote is from the abstract:

“Here we show that the largest IPO [Interdecadal Pacific Oscillation] contributions occurred in its positive phase during the rapid warming periods from 1910-1941 and 1971-1995, with the IPO contributing 71% and 75% respectively, [to the difference between the median values of the externally forced trends and observed trends.]”

Immediately after the quote, I wrote “This directly contradicts the IPCC conclusion that man caused most of the warming between 1951 and 2010.” Nick posted more of the quote, adding the part in bold. He also contested my interpretation that this contradicts the IPCC conclusion that man caused most of the warming from 1951 to 2010. We were both working from the abstract only and couldn’t reconcile our differing interpretations without the full paper. Professor Curry has kindly sent me the full text, so I will summarize it and try to resolve the issue in this post. There are two lessons here. The first is, it is dangerous to draw conclusions from an abstract. The second is that abstracts should be written as stand-alone documents. They should not include jargon, for example “median values of externally forced trends” that cannot be understood without reading the whole paper. Many people are only able to see the abstract.

Indeed, reading the entire paper, we can see what the authors mean. The authors compare observed global mean surface temperatures from HadCRU 4.4, GISS and NOAA to two global climate models. The first model, shown in figure 1a (the author’s Figure 2a) as a black line and in figure 1b as a black dot, is the normal multi-model CMIP5 ensemble mean used in the 2013 IPCC WG1-AR5 report. The observations are shown in yellow (HadCRU 4.4), blue (GISS), and red (NOAA).

As pointed out in my previous post, I want to draw your attention to the poor fit between the model and the observations between 1910 and 1945. This period of warming is very similar to the recent warming from 1975 to 2009, but the ensemble model mean matches the later observed trend and does not match the earlier observed trend.

To produce the data shown in figure 1b, the authors used a computer model (CCSM4) that has

“…been analysed the most extensively of any current climate model with regards to IPO processes and mechanisms, and compares favourably in those aspects to observations.”

They support this statement by referring to four papers here, here, here and here. Once the CCSM4 model output was generated they added the “IPO-mediated trend distributions” from it to the multi-model ensemble of CMIP5 simulations. The ensemble mean includes both the CMIP5 natural and anthropogenic forcings. But, as we saw in figure 3 of the last post, the CMIP5 natural forcings are essentially zero.

Figure 1b then compares the IPO (Interdecadal Pacific Oscillation) warm and cold phases to the observations (colored dots) and to the multi-model ensemble mean (gray boxes). The gray boxes contain the CMIP5 “unadjusted” median value as a heavy black line and encompass the 25th to 75th percentile values. The whiskers encompass the 5th to 95th percentiles. The IPO-adjusted values are shown as red boxes when the IPO is in a warm phase and blue boxes in the cold phase. Again, the median value is a line, the colored box encompasses the 25th to 75th percentile and the whiskers the 5th to 95th percentile.

Figure 1

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Ocean cycles, The Pause and Global Warming

By Andy May

h/t Joachim Seifert

There is a new post by Dr. Sebastian Lüning and Professor Fritz Vahrenholt, translated by Pierre Gosselin, on the effect of ocean cycles on 20th century warming and the 21st century pause. They had previously written about this in their popular book The Neglected Sun, in English here. Marcia Wyatt and Judith Curry have also written about the effect of ocean cycles here. These roughly 60 to 65-year cycles have the advantage of explaining the warming from about 1910 to 1944 and the warming from 1975 to 2005 with a similar mechanism. This is important, because the two warming events are very similar, as shown here and in figure 1.

Figure 1

In the IPCC WG1 AR5 document (page 887), they have a hard time explaining the earlier 20th century warming. The text is so confusing we will not attempt to paraphrase it:

“Nonetheless, these studies do not challenge the AR4 assessment that external forcing very likely made a contribution to the warming over this period. In conclusion, the early 20th century warming is very unlikely to be due to internal variability alone. It remains difficult to quantify the contribution to this warming from internal variability, natural forcing and anthropogenic forcing, due to forcing and response uncertainties and incomplete observational coverage.”

Why is this warming “difficult to quantify” and the later warming “extremely likely” due mostly to man? The two temperature profiles are nearly identical after removing the secular trend out of the Little Ice Age.  But, the first is a mystery and the second is understood? We have a problem with this.

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CO2, Good or Bad?

By Andy May

The Earth’s dry atmosphere is 78% nitrogen, 21% oxygen and 0.9% argon. These are not greenhouse gases and they total 99.9%, leaving little space for the greenhouse gases methane, carbon dioxide and water vapor. The amount of water vapor in the atmosphere varies a lot with altitude and temperature. At low altitude and high temperatures (greater than 30°C or 86°F), over the ocean, it can reach 4.3% or more of the atmosphere and is less dense than dry air, causing it to rise. It will rise until the temperature is low enough for it to condense to a liquid or solid state and form clouds, rain or snow.

Carbon dioxide is emitted when animals and some microbes breathe, from the oceans (which contain 93% of the carbon dioxide on Earth) and when plants or fossil fuels are burned. In the 1990’s fossil fuel emissions were about 3% of the carbon dioxide entering the atmosphere according to the EPA. About half of the fossil fuel emissions were absorbed by the environment. Mostly the CO2 emissions were absorbed by the oceans, land plants, and marine algae. Additional carbon dioxide in the atmosphere is a powerful fertilizer, for a dramatic illustration of the effect, see this short youtube video. Figure 1 shows the impact of additional carbon dioxide on pine trees under controlled conditions. The four CO2 levels tested are, from left to right, 385 ppm, 535 ppm, 685 ppm, and 835 ppm.

Figure 1 (Pine trees grown at ambient CO2 and three higher CO2 concentrations under controlled conditions, source)

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