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CO2 is Regularly Exceeding 410 Parts Per Million for First Time in Human History

During May of 2018, average monthly CO2 values will likely range between 411 and 412 parts per million. A new record for a heat-trapping gas that is causing serious damage to both the Earth’s environment and human civilizations.

(Atmospheric CO2 accumulation since 2007 as depicted by this animation of Mauna Loa Observatory CO2 measurements by Robbie Andrew, of the CICERO Center for International Climate Research.)

There’s one word that best describes this — trouble. And in the most simple terms it means that more unprecedented severe weather, ocean health impacts, and sea level rise is on the way.

Exceeding the 410 PPM Threshold

Last year, atmospheric CO2 levels peaked at around 409.7 parts per million during May of 2018. Hitting just shy of the 410 ppm threshold which will be consistently exceeded this year during the annual peak.

This peak comes during April and May following Northern Hemisphere winter due to seasonal loss of tree leaf respiration that converts a large volume of CO2 into oxygen during summer and fall. As trees return to bloom across the large northern land masses, CO2 concentrations periodically drop.

However, due to human fossil fuel burning, the natural CO2 cycle has, since the 18th Century been significantly thrown out of balance. And as a result, the atmospheric concentrations of this key heat trapping gas rapidly ramped higher and are now in a range not seen in 15-17 million years.

(The CO2 measure at the Mauna Loa Observatory shows a hockey stick like spike in CO2 following a relatively stable period of glaciation and deglaciation over the last 800,000 years. Image source: The Keeling Curve.)

As you can see in the image above, the present period has shown an unprecedented and dangerous rate of atmospheric CO2 increase. One that has no corollary in the past 800,000 years. One that is probably unique in its velocity.

High Levels of Heat Trapping Gases Pose Serious Consequences

Such a great accumulation of heat trapping gases results in serious consequences. Present atmospheric CO2 concentrations, if maintained over multiple Centuries are likely enough to warm the Earth by more than 3 degrees Celsius (significantly more than present warming in the range of 1 to 1.2 C). And such high levels of heat trapping gases — ranging above 410 parts per million — are likely enough to melt significant portions of the world’s ice sheets over Century to multi-Century time scales. During the last climate epoch when atmospheric CO2 exceeded 410 parts per million, the Middle Miocene, sea levels were 100 to 170 feet higher than they are today.

(Atmospheric CO2 levels are now the highest since the Middle Miocene of 15 to 17 million years ago. Image source: Skeptical Science.)

Sea level is not the only system influenced by high atmospheric CO2 levels. And everything from storms to drought intensity, to ocean health, to growing seasons, to typical seasonality, to coral bleaching, and including the Earth’s net ability to support life will ultimately be impacted.

Fossil Fuel Burning is the Primary Cause, Renewable Energy the Primary Solution

As mentioned above, record CO2 emissions brought on by fossil fuel burning is driving the unprecedented atmospheric accumulation we see today. During recent years, very rapid rates of annual accumulation near 3 parts per million (ppm) were achieved as a strong El Nino rippled through the Pacific and reduced the ocean’s ability to draw down carbon. The La Nina years of 2017 and 2018 are seeing these rates of accumulation dip back to near 2 ppm or slightly less as ocean drawdowns have periodically recovered. But more El Nino years are on the way and atmospheric CO2 levels will keep rising so long as mass fossil fuel extraction and burning continues.

(CO2 annual growth rates have proceeded in lock step with increasing rates of fossil fuel burning on decadal time scales. Shorter term fluctuations are driven by the ENSO cycle and large volcanic eruptions. Image source: NOAA ESRL.)

The advance of renewable energy and the reduced use of coal has enabled the world to achieve a slower rate of atmospheric CO2 release growth that appears to be reaching a plateau near 11-12 billion tons of carbon per year. This is still an insane rate of release. However, if the world resolves itself, it can begin to rapidly reduce this severely harmful annual belching of greenhouse gasses. Emergent clean energy technologies like wind, solar, battery storage, and electrical vehicles are providing this hope for response. However, rates of adoption will need to be quite rapid if serious and ever-ramping climate harms are to be avoided. Presently high atmospheric CO2 levels exceeding 410 ppm this year represent a serious hazard. One that we fail to fully address at our peril.

Notes:

  1. Human emissions of heat trapping gases is not limited to CO2. Methane and other greenhouse gasses produced by industry have resulted in a net CO2 equivalent forcing near 491 parts per million (CO2e). Though CO2 gain is the primary driver of human forced warming, these other gases have an accumulative impact.
  2. I have used the Middle Miocene as a corollary in this analysis due to the fact that present CO2 levels at 410 parts per million and CO2e levels at 491 parts per million (end 2017) generate a rough boundary for both the top and bottom ranges for this climate epoch. It is worth noting that the human forcing is probably more dangerous than that which occurred during the Middle Miocene due to the velocity at which heat trapping gases are accumulating.
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March of 2018 Was the Sixth Hottest on Record

The surface region of the globe continues to cool relative to the record hot year of 2016. Equatorial Pacific ocean surface temperatures have remained near or within La Nina states for much of 2017-2018. And the result has been a slight dip as a part of the longer term warming trend.

But as you can see in the graphic below, post 2016 cooling doesn’t look very cool at all. In contrast, most of the world is still in the grips of record heat. And so long as atmospheric greenhouse gas levels remain so high and continue to rise, this state is unlikely to change. Inevitably, unless the build-up of greenhouse gasses through fossil fuel burning slackens, more global record hot years are on the way.

(March of 2018 was 0.89 C warmer than NASA’s 20th Century baseline or 1.11 C warmer than 1880s averages. Image source: NASA.)

Much of the world experienced warmer than normal temperatures during March despite the relative cool-down — with peak heating hitting as high as 7.4 C above average over the Bering and Chukchi seas of the Arctic. Central through East Asia was also far warmer than normal, as was most of Antarctica. A backing up of the Jet Stream generated cooler than normal conditions over Europe and a persistent trough across the U.S. East Coast produced cooler and stormier weather as well. A cool pool over the Equatorial Pacific was a signature of La Nina — a period of natural variability that tends to drive cooler surface temperatures. But a world at sixth hottest on record despite La Nina isn’t really cool at all.

Extending into Record Warm Territory

Overall, we are still in the process of entering new, record warm territory globally. Ever since 2016, global temperatures have not dipped below the 1 C above 1880s averages range on an annual basis. And it is unlikely that they will ever do so again. At least not until the world’s governments resolve themselves to stop burning fossil fuels and to draw down carbon from the atmosphere.

Presently, in the 2016 to 2020 period, it appears that we are exploring a global temperature range between 1 and 1.2 C above 1880s averages. This is comparable to the lower range of the Eemian climate period (around 120,000 years ago) when the North Atlantic was much stormier than we’re used to and when oceans were between 10 and 20 feet higher than they are today. It is a temperature range that supports both stronger droughts and more severe rainfall. A range that is increasing the peak intensity of the most intense thunderstorms and hurricanes. One that is causing serious damage to corals, that threatens ice free Arctic summers, that is increasing Antarctic and Greenland melt rates, that is threatening water supplies for major cities, and that is causing disruptions to crops — from flooding deltas to less predictable growing seasons.

(2018 may become the coolest year of the late 2010s. However, despite a second consecutive La Nina in the Pacific, it will still be far warmer than the super El Nino year of 1998 — which has been left in the dust as a global marker. Image source: NASA.)

At some point during a coming El Nino — possibly as early as fall of 2018, but more likely by the early 2020s — the 1.2 C threshold range will again be tested. By the late 2020s to early 2030s, it is likely that the 1.5 C line will be crossed. The result will be even more climate damage and disruption than we presently experience.

March of 2018, as the sixth hottest March on record, is just one point in time. One dot on the graph that measures the larger trend of human-forced warming. A dot in a world that is facing down increasing damages due to climate change. A world that is now morally called to act with far greater resolve than we have ever displayed before. We have seen far too many delays. And the hard pass is upon us. Those who rise to the occasion will be the heroes of our age. Those who fail — its villains.

Why a 15 Percent Slow-Down in North Atlantic Ocean Circulation is Seriously Bad News

“We know somewhere out there is a tipping point where this current system is likely to break down. We still don’t know how far away or close to this tipping point we might be. … This is uncharted territory.” — Stefan Rahmstorf

*****

The North Atlantic ocean circulation (often called AMOC or the Great Ocean Conveyor) is now the weakest its been in sixteen centuries.

Increasing melt from Greenland due to human-forced warming of the atmosphere through the deep ocean is freshening the ocean surface of the far North Atlantic. To the south, higher ocean temperatures are increasing surface salt content through greater rates of evaporation. Fresh water prevents ocean water from sinking in the north and rising salt content generates increased sinking in the south. As a result, the rate at which waters move from the Equator toward the Pole is slowing down. Since the mid 20th Century, this critical ocean circulation has reduced in strength by 15 percent on decadal time-scales.

(Deep water formation in the North Atlantic is driven by the sinking of cold, salty water. Over recent years, this formation, which drives larger ocean circulation and atmospheric weather patterns, has been weakening due to increasing fresh water flows coming from a melting Greenland. Image source: Commons and the NASA Earth Observatory.)

Movement of warm Equatorial waters northward and their subsequent overturning and sinking in the North Atlantic drives a number of key weather and climate features. The first is that it tends to keep Europe warm during winter and to moderate European temperatures during summer. The second impact is that a fast moving current off the U.S. East Coast pulls water away from the shore keeping sea levels lower. The third is that warm water in the North Atlantic during winter time tends to keep the regional jet stream relatively flat. And the fourth is that a more rapid circulation keeps the ocean more highly oxygenated — allowing it to support more life.

A slowing down of ocean circulation in the North Atlantic therefore means that Europe will tend to cool during winter even as it heats up during summer. Sea level rise will accelerate faster for the U.S. East Coast relative to the rest of the world due to a slowing Gulf Stream combined with the effects of melting land glaciers and thermal ocean expansion. The North Atlantic jet stream will tend to become wavier — with deep troughs tending to form over Eastern North America and through parts of Europe. These trough zones will tend to generate far more intense fall and winter weather. Finally, a slowing ocean circulation will tend to increase the number of low-oxygen dead zones.

(Cool pool formation near Greenland juxtaposed by a warming and slowing of the Gulf Stream as it is forced southward is an early indication of ocean circulation slow-down. During recent years, this phenomena — which is related to larger human-forced climate change — has become a prevalent feature of North Atlantic Ocean climate and weather patterns. An indicator that climate change and ocean system changes for this region are already under way. Image source: Earth Nullschool.)

A 15 percent slow down in ocean circulation is not yet a catastrophic event. It is, however, enough to produce odd weather and climate signals. We have tended to see higher rates of sea level rise off the U.S. East Coast, we have tended to see more extreme winter weather across the North Atlantic basin. The long term trend for increasing ocean dead zones is well established. And European weather has become more and more extreme — with hot summers and severe winters.

With rates of Greenland melt increasing, there is a risk that the historic observed North Atlantic circulation weakening will increase further and more radically — producing still more profound results than we see today. In the event of large melt outflows coming from Greenland during abnormally warm summers or due to warming deep water melting glaciers from below — a possibility that rises with each 0.1 C of global temperature increase — we could see a very rapid weakening of ocean circulation above and beyond that which has already been recorded.

(Like Antarctica, Greenland features a number of below sea level locations directly beneath its largest ice masses. This feature makes Greenland more vulnerable to rapid ice loss and large melt outflows. Image source: NASA JPL.)

If such a tipping point event is breached — and there is increased risk for it as global temperatures enter a range of 1.5 to 2.5 C above 1880s averages during the 2020s through the 2040s — then we can expect far more profound weather and climate disruptions than those we have already experienced.

Tesla Model 3 Production Keeps Ramping — Hitting Near 2,400 Per Week in Early April

Past behavior can often be predictive of future results. Sometimes, however, we are pleasantly surprised. Such is the case with Tesla’s Model 3 production ramp this week.

Tesla’s Big Surge Continues

According to reports from both Electrek and Bloomberg, Tesla appears to have sustained weekly rates of Model 3 production above 2,000 for more than 14 days. Indicators for this continued surge come in the form of record VIN number releases. For since late March, the number of Model 3 VINs ordered from the U.S. government has doubled from approximately 14,000 to around 28,000. Meanwhile, Bloomberg’s Model 3 production tracker has surged to 2,394 all-electric vehicles per week. A new record.

(Bloomberg’s Model 3 tracker has captured a big surge in Model 3 production translating through to early Q2. Image source: Bloomberg.)

The big jump in VINs comes along with Tesla CEO Elon Musk’s announcement that he planned to continue Model 3 production rates of over 2,000 vehicles per week into early April. This higher production rate is contrary to past production behavior by Tesla — which typically surges late in a financial quarter and then backs off at the start of a new quarter.

5,000 Per Week Model 3 Production Goal in Sight

And though it is still possible that we could see all-electric, zero-tailpipe emissions Model 3 production slackening a bit following this most recent, apparent much longer-running surge, there are indications that Tesla’s capability is rapidly expanding. First, it appears that two lines are now running for Tesla Model 3 and related battery production. Second, it appears that many of the Model 3 bottlenecks have been addressed. And, third, it looks like new Model 3 production infrastructure continues to spring up in the form of dedicated facilities at Tesla’s Fremont plant and Nevada Gigafactory.

(A drone fly-over of the Tesla Fremont factory shows new buildings that appear to be dedicated to Model 3 production efforts. Video source: Tesla Factory Flyover Drone.)

Tesla’s production legs are, therefore, growing longer. And, in light of this fact, it appears that our earlier estimate that Model 3 would produce between 17,000 and 27,000 during Q2 may fall a bit short. As a result, that estimate is now adjusted upward to 18,000-30,000. This steepening ramp is increasingly possible especially if Tesla is able to maintain production rates in excess of 2,000 Model 3s per week through April and May even as it attempts a surge to 5,000 Model 3s per week by June.

Diversification of Model Line Planned For July

Tesla presently still has around 470,000 reservation holders for the Model 3. However, it’s uncertain how many of these are waiting for the long-range, rear-wheel drive version that is now in production. Past indicators are that the number is around 100 to 120K. Most of the rest either appear to be holding out for the dual motor version or for the lower price version. A 5,000 vehicle per week production rate will quickly eat through remaining long range, rear wheel reservation holders. And it is likely for this reason that Elon Musk is planning to start looking at producing the dual motor Model 3 during July of 2018.

So not only is the pace of Model 3 production quickening, the advent of new Model 3 versions is on the horizon. All-in-all this is good news for Model 3 reservation holders and for renewable energy/climate change response backers in general. We’ll have to watch Tesla indicators closely. But it appears, more and more, that the company is able to put Model 3 production hell behind it. To step it out as an all clean energy mass producer.

The Increasingly Fragile Pine Island Glacier Just Calved Again

The point where the Pine Island and Thwaites glaciers meet the sea serve as a back-stop restraining most of the great ice flows of West Antarctica. If those backstops were to fail, ocean water would flood inland along a reverse slope and generate a massive and swift out-rush of ice that would ultimately raise the world’s oceans by about 3 meters. And, lately, the evidence is mounting that the backstops are failing.

At Thwaites, just south of the neighboring Pine Island Glacier (PIG), recent research found that the ocean was flooding inland beneath that enormous ice sheet at a rate of up to 400 meters per year. But to the north, there is indication of trouble at the ice surface.

Back to Back Calving Events

Just last September, a massive 100 square mile ice berg calved off the Pine Island Glacier. The event was significant in that it marked the first major retreat of the glacial front in the face of an advancing ocean. Pine Island had already sped up. But the calving face withdrawal inland appeared to mark a new phase for the large glacier.

(Sentinel 1 satellite observations show a rapidly moving Pine Island Glacier calving off another large ice berg. Meanwhile, considerable damage appears to have been done to the glacial front.)

Now, just 7 months later, PIG is calving again. A large, approximately 6 kilometer long, 1 kilometer wide, chunk appears to have broken off into the Southern Ocean and shattered. Meanwhile, to the north and south along the glacial front, rifts appear to have formed.

This recent calving event is significant for a number of reasons. The first is that it’s happening just months after a recent large break-off during 2017. Other recent calving events at Pine Island occurred during 2001, 2007, and 2013. The present 2017-2018 events are back-to-back. The second reason is that the splintering appears to indicate a more fragile ice face. An impression reinforced by the concordant formation of rifts spreading away from the calving zone. The third is that the satellite imagery suggests Pine Island Glacier is moving quite rapidly (Recently, this rate of motion has been 1-2 km per year. However, it’s reasonable to question whether the glacier is continuing to speed up).

Conditions in Context

Present global warming due to fossil fuel burning has now forced the world into a range of temperatures between 1.0 and 1.21 degrees Celsius above 1880s averages. This boundary is similar to that of the lower range of the Eemian 120,000 years ago when oceans where 10-20 feet higher than they are today.

(The tall ice cliffs composing the Pine Island Glacial front have become increasingly fragile and fast moving as they enter the warming Southern Ocean and as that warming water continues to invade inland. Image source: Commons, Pine Island Glacier Calving Front, NASA.)

Under present greenhouse gas forcing and planned emissions, additional warming is in store. Climate models produced by Dr. Michael E Mann indicate that we are likely to hit the 1.5 C global temperature boundary some time between 2027 and 2031 on the current emissions pathway. This predicted warming is significant because analysis of past climates appears to indicate a risk of more rapid rates of sea level rise when global temperatures rise to a range between 1.5 to 2.5 C above past base line averages (see meltwater pulse 1 A).

Since the 1990s, the global rate of sea level rise has proceeded at roughly 3.3 mm per year with an apparent acceleration to around 3.6 to 4.1 mm per year during the 2010 to present time period. Given observed ice sheet instability in West Antarctica, in East Antartica, and in Greenland, there is a serious risk that this rate of rise will continue to accelerate over the coming years and decades. The key question of concern is how much and how soon.

U.S. Electrical Vehicle Sales Rocket Higher — Breaking New Records in March

A proliferation of attractive electrical vehicle models produced by automakers combined with a surging Tesla to generate a significant new U.S. sales record in March.

The surge is indicative of a break-out ‘moment’ for EVs that will likely result in serious growth in this clean energy segment throughout 2018. The potential now exists that total U.S. EV sales will exceed 300,000 this year. As the global, regional and local impacts of continued high carbon emissions from fossil fuel industry worsens, this surge in clean energy technology couldn’t come on fast enough. However, as is true with all carbon emission reduction efforts, the pace needs to be quickened if we are to provide a navigable pathway through the rising crisis that is human-caused global warming.

44 Percent Growth YoY

In total, March saw 26,373 electrical vehicles sold in the U.S. This is about a 44 percent growth rate over March of 2017 at 18,542 EVs hitting the streets during that time. It was also a new all-time monthly record for the U.S.

(Due to better overall efficiency and zero tailpipe emissions, pure electrical vehicles presently cut annual carbon emissions by more than half. Plug-in hybrids also produce substantial emissions reductions. But the kicker is that when combined with an all renewable grid, pure EV production to roadways carbon emissions fall by 90 percent to up to 100 percent if materials and logistics are decoupled from carbon sources as well. Grids in the U.S. are becoming cleaner. As a result, EV emissions are making further progress over their dirty gas and diesel counterparts. Image source: Union of Concerned Scientists.)

Tesla Model 3, beginning a break out production surge, led the pack by hitting 3,820 sales. Tesla Model S trailed somewhat at 3,375. While Toyota Prius Prime’s plug in hybrid rounded out the top 3 at 2,922.

In the past, sales rates in excess of around 500 for individual models in any given month was seen as significant. And from the Chrysler Pacifica plug in hybrid (480) on upward to the Chevy Volt (1,782) and Tesla Model X (2,825), fully ten attractive models (outside of the top 3) fall within this range at present. These include both the Chevy Bolt (1,774) and the Nissan Leaf (1,500). Bolt, a long range all-electric vehicle rated at over 200 miles produced significant sales in the 2,000s to low 3,000s per month late last year. But as the Model 3 production ramp has increased, Bolt sales have lagged. A 151 mile range version of the Nissan Leaf (1,500) is one of the top selling EVs globally. However, the new Leaf’s production ramp in the U.S. has been a bit slower. That said, it’s expected that the Nissan sales effort for the Leaf in the U.S. will be substantial going forward.

Sales Surge Due to Multiple Factors

Meanwhile, the long tale of models selling between 100 and 400 is extending — with fully 16 models accounted for in that range.

(The U.S. saw a major surge in electrical vehicle sales during March. The start of a trend that will likely continue through the end of 2018. Image source: Inside EVs.)

The primary drivers of the major sales surge, therefore, are multiple. First, Tesla’s own production effort creates a lot of momentum for the surge — so far adding a net gain of around 3,000 vehicles all by itself. A second surge comes in the form of the advent of more attractive long range EV models like the Bolt and the Leaf — both of which are drawing intense interest from buyers. A proliferation of attractive plug in electric hybrid vehicles like the Toyota Prius Prime, The Chrysler Pacifica, The Honda Clarity (1070), and the Chevy Volt is leading a third wave in the surge. A final push comes simply due to model proliferation and increased general sales efforts.

Due to these combined trends, and due to the fact that additional attractive long range EV models are likely to become available during 2018, the 300,000 EV per year mark appears to be well within reach for the U.S. during 2018. Hitting so high would represent more than 50 percent growth over 2017. However, if major EV manufacturers like Tesla manage to step up their production game further, even the 300,000 mark could be substantially overcome.

Exciting if uncertain times.

 

Rapid Sea Level Rise Possible as Ocean Floods into Antarctica at up to 400 Meters Per Year

From west to east and in a growing number of places, a warming ocean is cutting its way deep into Antarctica. Grounding lines — the bases upon which mile-high glaciers come to rest as they meet the water — are in rapid retreat. And this ocean, heated by human fossil fuel burning, is beginning to flood chasms that tunnel for hundreds of miles beneath great mountains of ice.

Such an immense flood has the effect of speeding up glaciers as far away as 500 miles from the point of invasion. It does this by generating a kind of abyssal pit that the glacier more swiftly falls into. And as these watery pits widen, they risk pumping sea level rise to catastrophic levels of ten feet or more by the end of this Century.

(A new study in Nature is the first to survey the rate of grounding line movement around Antarctica’s entire perimeter. What it found was disturbing. A large number of major glaciers are seeing historically rapid rates of grounding line retreat [red arrows] as only a few glaciers show very slow rates of grounding line advance [blue arrows]. Image source: Hannes Konrad et al, Nature, University of Leeds.)

The great ocean invasion is clearly on the march. Not yet proceeding everywhere, the advance is happening in enough places to cause major worry. In West Antarctica, 22 percent of its glaciers are seeing their grounding lines move inland by more than 25 meters per year. In the Antarctic Peninsula, 10 percent of glaciers are experiencing this retreat. And in East Antarctica, where the ice is piled thickest, 3 percent of glaciers are affected by the swift invasion.

The most rapid retreat — at up to 400 meters per year — is presently happening at Thwaites Glacier in West Antarctica. Thwaites alone encompasses enough ice to lift the world’s oceans by 3 meters. And the rate of inland ocean water invasion at this single location is a very serious concern.

(Grounding line retreat is just one of many factors that increase the risk of rapid sea level rise. Ice cliff instability, increased rainfall over glaciers, large floods of water into glaciers from melt ponds that then refreeze and fracture the ice, and a number of other factors all compound as the Earth is heated up by fossil fuel burning. Video source: International Business Times.)

But the issue is not one of single glaciers. It’s one where many very large mounds of ice all around Antarctica are under threat. And in much the same way that a dike risks breaking apart when it is punched through by a growing number of holes, Antarctica’s own flood gates to rapid sea level rise are threatened by each grounding line in quickening retreat. Another such ‘hole’ has formed at the Totten Glacier where the grounding line is retreating at around 150 to 175 meters per year. And Totten could produce another 3.4 meters of sea level rise if it collapsed into the Southern Ocean.

Continuing the dike anology, Antarctica holds back enough water as ice, in total, to lift the world’s ocean levels by an average of 200 feet. By greater or lesser degrees, each retreating glacier contains a portion of the potentially massive flood. And the overall rate of loss in the form of new glaciers going into retreat together with the pace of inland ocean invasion is speeding up.

This new set of research provides a more complete if fearsome picture of Antarctic melt. And though models aren’t yet able to pinpoint how fast sea level rise will be, a growing body of evidence points to greater than previously expected risk for rapid sea level rise this Century. So for the sake of our coastlines and of so many cities around the world, the time to act as swiftly as possible to reduce carbon emissions and their terrible related impacts is now.

Top Global EV Automaker? Telsa Electrical Vehicle Production Surges During Early 2018

The Tesla bears have all sorts of reasons to cry today.

Not only did Tesla manage to produce four times the number of revolutionary Model 3 vehicles it made during the fourth quarter of 2017, it also hit multiple additional milestones even as CEO Elon Musk derided unfounded rumors that the company was in need of an immediate cash infusion.

Model 3 Surge

Tesla bet its future on the Model 3. And after a nine month period of production chaos and uncertainty, it appears that the bet is starting to pay off.

Late in December of 2017, after struggling through a hellish maze of bottle-necks, Model 3 production rates briefly hit above 1,000 vehicles per week. At year start, this rate slackened somewhat only to reassert by early February. During late February, the Model 3 line was shut down briefly for improvements. Meanwhile, the battery-mass-producing Gigafactory in Nevada (at 11 GWh per year and growing) had opened up a second line for Model 3 batteries after new equipment was shipped in from another Tesla factory in Germany.

With a number of bottle-necks addressed, by mid-March Model 3 production was again surging — hitting around 1,400 per week. A final big late push by the end of the month resulted in weekly production in the range of 2020.

This impressive effort by Tesla generated nearly 10,000 Model 3s for Q1 of 2018. Of this number, about 8,200 are thought to have been sold.

Record First Quarter

With Model 3 selling at nearly as high a rate as Model S and Model X, Tesla appears to have rounded out the first quarter of 2018 with a record 29,980 vehicles delivered. A number that is likely to top 30,000 once all sales are counted. Tesla produced far more — hitting 40 percent growth and 34,494 all-electric vehicles made.

The clean energy company also announced that Model S and X orders were at an all time record high. A slight lag in S and X production during Q4 of 2017, therefore, was the likely cause of slightly lower S/X sales during Q1 of 2018. However, it appears that Tesla is rapidly catching up as it reports that 4060 of these cars were in transit to customers at the start of Q2 even as another 2040 Model 3s were also en route.

Top Selling EV Automaker Globally

Given approximately 30,000 cars sold and 34,500 produced in Q1 of 2018, it appears that Tesla is again in the running for the best-selling maker of electrical vehicles the world over. For it looks like other top contenders — BYD (China) and BMW (Germany) — will sell in the mid 20,000s during the first three months of this year. At the very least, current tracking indicates that Tesla will likely be in the top 3 with BAIC and Nissan trailing behind.

(Top global EV sellers list for January and February from InsideEVs puts Tesla at 5th globally. But a surge in sales during March likely pushed Tesla into the top spot for Q1. Image source: InsideEVs.)

Tesla Model 3 is also likely to hit within the top 6 EVs sold the world over for Q1. Nissan Leaf and the BAIC EC series will likely claim the top two spots. However, the story going into Q 2 is likely to be considerably changed as Tesla tests new limits.

Model 3 Production Likely to Hit 17,000 to 27,000 During Q2

In the U.S., the Model 3 is the uncontested top selling EV already. And its lead is likely to continue to widen.

Tesla notes that it will continue 2,000 Model 3 per week production during the first week of April. If past trends are any reliable indicator, this rate is likely to slacken somewhat as Tesla pauses for breath by mid-April. It doesn’t look like the 3’s production will drop significantly lower than the 1,200 per week mark going forward into April and May, however.

And as the quarter continues, Tesla will also likely attempt another period of surge production aimed at hitting the 5,000 vehicle per week mark. Such a surge will likely occur in June. But we might be treated to a mini surge or two by early to mid May as Tesla tests the 2,000 to 2,500 vehicle per week (or higher) mark again within the next five to six weeks. We expect weekly production during Q2 to average between slightly more than 1,400 per week to 2,250 per week with the number of Model 3s produced approximately doubling to tripling when compared to Q1.

The result is that Tesla appears to be on track to sell between 39,000 and 49,000 EVs (including Model S and Model X) during the second quarter. A surge in sales that will almost certainly propel it to the world’s top EV manufacturer even as Model 3 begins to hit breakout production velocity.

Traditional Automakers Shoot Their Future in the Foot by Attacking CAFE Standards

“Rolling back strong national fuel economy and emissions standards will undermine the global competitiveness of the U.S. auto industry. In the absence of federal leadership, states need to continue to lead on clean car standards.” — New York City Comptroller Scott Stringer.

*****

Notable news on the climate and clean energy fronts over the past couple of days. On one side, we have Tesla surging ahead with clean energy vehicle production (more later). Meanwhile, a legacy industry clinging to old, dirty, climate wrecking, fossil fuel driven combustion engines and a perception that such machines mean easy profits, is actively fighting to undermine its own future.

(Polluted skies, more respiratory illness, higher energy costs, less energy independence, ramping climate destruction, the loss of auto industry leadership. Reduce CAFE standards and that’s what you end up with.)

A Crooked Old Business Philosophy

The mainstream U.S. auto industry represented by legacy fossil fuel vehicle manufacturers continued in their decades-long campaign to roll back vehicle fuel efficiency standards (CAFE) this week. The campaign, which was born at about the same time the Environmental Protection Agency first attempted to cut back harmful vehicle based air pollution and related high fuel consumption at the same time, is a creature of purest short-sighted profit motive gone wrong.

Auto industry executives myopically looking at quarterly reports and not at the need for more desirable vehicles in the form of less polluting and non-polluting, more efficient cars have long seen these government standards not as enablers of innovation, but as an onerous constraint. In the 80s, 90s, and 2000s, automakers achieved numerous legislative and executive victories that allowed them to produce slightly modified versions of the same vehicle designs exhibiting only slow, marginal improvements. But these improvements, when achieved, were often used to increase vehicle size and acceleration — not to improve overall efficiency.

A Stated Commitment to Advance Clean Energy

(Increasing fuel economy standards produce massive benefits to the United States. Families save money on fuel, carbon dioxide pollution is greatly reduced, the U.S. becomes more energy independent, and the harmful impacts of climate change are blunted. What is not communicated in the above graphic, however, is the fact that fuel efficiency standards spur American business leadership by encouraging continuous innovation in the form of more attractive, cleaner, more advanced products. Image source: Obama Whitehouse Archives.)

This trend changed with the oil shocks of the middle 2000s and the related establishment of new, more aggressive fuel efficiency standards during the Obama Administration. These stronger CAFE standards followed a massive public bailout of the U.S. auto industry after the Great Recession. A bailout that was predicated on the notion that automakers would improve. That they would innovate in order to become competitive. That they would be more forward-looking.

Promises along these lines were made by auto industry leaders at the time. The Obama Administration subsequently joined with clean energy promoters across the country like California in establishing an aggressive plan to reduce harmful carbon and particulate emissions by rapidly increasing vehicle fuel efficiency. In 2010, these new standards were set. The ultimate goal was to achieve an average fleet fuel efficiency of around 55 miles per gallon by the middle 2020s.

(Obama Administration fuel efficiency increases and targets. Image source: Obama Whitehouse Archives.)

Implied in this goal was a great deal of U.S. auto industry innovation and leadership. Such strong goals would enable automakers to produce world-leading vehicles by pushing them to rapidly improve their designs. In other words, they would develop vehicles that were outside of traditional internal combustion engine (ICE) based platforms. Since electrical vehicles were the lowest cost, easiest to mass produce, and easiest to support non-ICE technology, the 55 mpg standard implied that U.S. automakers would ultimately become electrical vehicle leaders. A new market would be produced. And because of responsible public policy, the U.S. auto industry would have a critical competitive advantage on a global level.

Backsliding and Backwards Thinking

But the old industry didn’t want to innovate. And it often resisted the production of electrical vehicles which were so foreign to its business models and more conservative, traditionally lazy way of thinking. For years, they resisted the increase in CAFE standards by every means imaginable. Instead of asking the government for added incentive and reward for progress achieved, the industry returned to its old tradition of flogging progress through lobbying. Mileage standards were watered down — reduced to 51 mpg by 2025. But the ultimate goal appeared to be to plateau fuel efficiency averages near 36 miles per gallon. A number of mainstream electrical vehicles were produced by these automakers. But many either appeared as token efforts or as reactionary responses to real EV innovators like Tesla.

By the time a backward-looking, corrupt, and autocratic Trump Administration wrested executive political power from the hands of the majority of the American people, these old industry players were ready for a change back to harmful business as usual. So through their ties and lobbying groups, they again pushed for reduced mileage standards.

As of yesterday, Trump’s EPA, hollowed out and corrupted by fossil fuel cheer leader Scott Pruitt, was aiming to roll back Obama’s clean vehicle standards and the potential for broader U.S. clean energy leadership along with it. In other words, a great leap backward — but one that will put Trump’s dirty-fuel-promoting executive branch directly in conflict with both EPA’s stated and lawful mission as well as make foes of state clean energy leaders spear-headed by California. From this against-the-future decision-making a battle will almost certainly ensue. One which will ultimately be fought in the courts.

Shooting Themselves in the Foot

If big auto wins this most recent push to pollute, will it really be winning? To be clear, none of the rest of us will. We’ll be treated to worse climate change and worse health-harming pollution combined. Higher gas prices, higher cost of living, less efficiency and ease in our daily lives. And much more risk and danger.

But what does big auto get out of it? Public ire? Less advanced vehicles that are less competitive in a world that is rapidly moving toward electrification? Lower competitiveness with emerging industries in China? And the inability to compete with the likes of Tesla at home? Taking these variables into account, the auto industry’s push to reduce CAFE standards looks a lot like a pathway to another set of bankruptcies five to ten years down the road. Are a few quarters of extra profits really worth all that?

Seven Inches of Snow Dumped on Northeast as Another Major Arctic Warm-Up is Underway

As an April snowstorm strikes the U.S. Northeast, major global weather stories related to climate change are unfolding in real time. For today, we again find that none of the key climate zones feature below average temperatures even as a ten-day-long Arctic warm spell appears to be on tap.

Very Warm Arctic in Early April

(Another big Arctic warm-up drives cold air southward. The result is snow over the U.S. Northeast even as parts of the Arctic Ocean are experiencing an early thaw. Image source: Climate Reanalyzer.)

Warm winds driving northward over eastern Siberia, on the back side of a high pressure ridge, are delivering yet one more big dose of near or above freezing temperatures to this Arctic region. From the Chukchi Sea through the Bering Strait and on into East Siberia, temperatures range from 10 to 22 degrees Celsius above average. The Bering itself has been mostly swept clean of sea ice — with severe record low ice extent readings for this zone during early April.

Throughout winter, the Bering and Chukchi have received wave after wave of much warmer than normal air from the ocean zone to the south. This tendency for warm air propagating northward through the Pacific is one that is often triggered by La Nina — a periodic pattern of Pacific Equatorial surface water cooling that became a dominant feature of 2018 winter weather. However, globally warmer than normal ocean waters and, in particular, much warmer than normal sea surface temperatures in the Northeastern Pacific appear to have greatly enhanced the heat influx.

(Much warmer than normal sea surface temperatures in the Northeastern Pacific this year have provided a pathway for warm air to invade the Arctic. Meanwhile, La Nina and Polar Amplification generate a combined influence that weakens the Jet Stream and facilitates atmospheric ridges in this zone. Image source: Earth Nullschool.)

These warm waters at the middle to northern latitudes have developed a pathway that enhances the northward flow of tropical air masses over the Pacific Ocean. Meanwhile La Nina’s Equatorial cooling combines with climate change’s amplified polar warming to slow down the Jet Stream — further enabling this south-to-north heat transfer. As we have seen time and time again, human-forced global warming generated chiefly by fossil fuel burning is developing an atmospheric and oceanic handshake with past understood synoptic trends to produce an out-sized Arctic warming.

Bering Sea Almost Completely Cleared of Ice

This severe warming is plainly visible as open water is driven by outlandish temperatures well north and through the Bering Strait during early April. A time when ocean ice typically extends more than 150 miles south of Ninivak — bridging the water zone from Bristol Bay to the Kamchatka Peninsula.

(The Bering Sea is typically ice-choked during April. And during a normal year all the water zones in the above image would be covered with ice. But this spring, sea ice extent there is at never-before-seen record low levels. Image source: NASA Worldview.)

The impact is quite dramatic. During February, Bering Sea Ice hit 100,000 square kilometers below previous record lows for the Month. These record low extents continued throughout March and into early April when, today, we find that Bering sea ice extent is between 150,000 to 200,000 square kilometers below the previous record lows for the day and about half a million square kilometers below the seasonal average.

Putting this loss into context, half a million square kilometers is a region that splits the difference in size between the land mass area of California and Texas.

According to GFS model runs, the present Bering-East Siberia warm spell should last for another 2-3 days even as larger Arctic warming in the range of 2.4 to 3.2 degrees Celsius above average for the entire 66 North Latitude zone and on poleward is expected to continue through the ten day horizon. These warmer than normal temperatures should retard typical seasonal sea ice thickening in the far northern regions even as edge ice zones like those in the Bering, Baffin Bay, and the Sea of Okhotsk experience early spring melt and erosion.

New England Spring Snow

As warm air invades the Arctic — a feature that has become more and more prevalent as the globe itself has heated up — it tends to drive cold air southward over the North American, Asian, and European Continents. In this case, the warm air invasion coming from the Siberian side is displacing Arctic air over North America. As a result, and much to the delight of myth-enraptured climate change deniers everywhere, we have been treated to a rare, if not unheard of, spring April snowstorm in New England.

(Increasingly, there have been indications that polar warming related to global warming is influencing storm tracks and ridge and trough patterns in the Northern Hemisphere Jet Stream. The result is a stronger influence on Mid-Latitude Northern Hemisphere weather. Image source: Arctic Change and Possible Influence on Mid-Latitude Climate and Weather.)

According to local weather reports, as much as 7 inches of snow were dumped in intense 2-inch-per-hour bursts over parts of New England last night as a brief but intense storm roared through the region. The cold air, driven south by the recent warm polar air invasion, encountered high atmospheric moisture levels bleeding off a much warmer than normal Gulf Stream lurking just off-shore. The result, as has been the case during recent intense rain and snowstorms, was enhanced convection. This greater atmospheric uplift, in turn, produced an out-sized spring precipitation event. With below freezing temperatures driven far to the south by warm air entering the Arctic, the Northeast saw its first significant April snow event since 1982.

An April 6th to 7th Snowstorm for the U.S. South on the Way?

Further fodder for the climate change denial community supported by the anti-information campaigns of Fox News and others, may emerge by next weekend as another big push of cold air could help to develop a snow and ice storm stretching from Oklahoma through the Carolinas. Cold air driven out of the Arctic and southward over the Eastern and Central U.S. could result in 10 to 18 degree Celsius below average temperatures in that region. Moisture bleeding off the much warmer than normal Gulf of Mexico and Atlantic Ocean could be injected into this cold trough as a related storm develops. The result is a potentially unusual snow and ice storm. And an intense event off this kind, should it develop, would be a very odd weather event during U.S. spring-time.

(Another odd spring U.S. Snowstorm may be on the way for April 6th and 7th according to GFS model forecasts. Image source: Tropical Tidbits.)

Meanwhile, the U.S. tendency in the model forecasts is for warmer than normal temperatures in the West, cooler than normal temperatures in the East through the middle of April. It’s worth noting that the forecast also shows highly variable temperatures with strong swings between warm and cold throughout this period for most U.S. regions. As a result, as the Arctic remains much warmer than normal over the next ten days, the U.S. is likely to experience periods of both extreme warmth and extreme cold relative to climatological averages for this time of year.

Final Points — Intense U.S. Spring Snowfall Events a Likely Upshot of Polar Warming

Putting all these dynamics into context, we can sum up by making the following statements:

  1. April snow and even April blizzards are not unheard of for the U.S. East. That said, the recent events are odd and outside the context of regular U.S. weather patterns — particularly when it comes to precipitation intensity.
  2. Arctic warming and loss of regional sea ice, such as that seen in the Bering, is historically unprecedented during 2018. This is a continuation of an observed trend of polar amplification and severe warming seen during recent years.
  3. No major global climate zones show below normal temperatures on April 2, 2018. That said, a high variance in middle latitude northern hemisphere temperatures presently exists — with regions of intense cool and intense warmth interspersed.
  4. Snowstorms in the U.S. Northeast during April do not disprove global warming or a related shift to increasing climate extremes. In fact, they appear to be an aspect of it.
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