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Aiming For 1.5 C Part II: This is Your Home

In achieving any kind of real progress toward an important end, it’s necessary to set goals that are difficult to attain. To aim further than you think you can go. And that’s even more important for a climate crisis that will produce catastrophic outcomes if we don’t set some very serious renewable energy, emissions reduction, and sustainability goals.

(This is your home.)

Because the important end that we are now trying to attain involves saving the future. Future prosperity, future vitality, future generations of human beings and living creatures. In the end it’s about the future of your home. For each 0.1 C of additional warming will bring with it more risk. More potential for increased harm.

It doesn’t matter if you live in Miami or Bangladesh. In Norfolk or Washington DC. In London or LA. In Calgary or Quebec. Where you live is where climate change is happening now. And where you live is where the future catastrophic impacts from climate change will be felt if we don’t do the necessary work.

In saying this, I can also say with confidence that we have a pathway out of this crisis. We have the renewable energy technology available now that is capable of replacing fossil fuel burning — so long as it is deployed on a mass scale. We have the ability to make our energy systems more efficient. We have the ability to change the way we manage lands and farms. And we can do all this — getting to net zero carbon emissions — without the kind of (post-Maria Puerto Rico-like) austerity invoking collapse of the global economy that the mongers of fear, uncertainty and doubt falsely say is necessary.

But to do this, to prevent catastrophe — not harm, because we are already going to see harm — we have to set our goals high. We have to try to achieve what might not be possible. And that’s why we aim for 1.5 C. Because this is your home. And we will employ every tool in our kit in our fight to save it.

Hat tip to Dr. Michael E Mann

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Tesla’s EV Lead Expands as Production Hits 13,000 to 17,000 in April

In the present day, two forces are helping to drive the potential for a rapid and much-needed transition to clean energy. On the one hand, we have countries like China and states like California providing clean energy leadership and incentive. And on the other hand, we have clean energy innovators like Tesla who continue to stretch the bounds of what’s possible.

This month, Tesla proved naysayers wrong by consistently producing more than 2,000 all electric Model 3 vehicles per week. During late March, Tesla produced 2070 Model 3s in one week. The next week they produced 2100. And the following week they produced 2250. During the third week of March they probably produced around 1,000 as the line shut down for improvements for 3-5 days. However, it’s likely that the final week will show in excess of 2,200 as the production line again expanded.

(Tesla EV production rates saw a big jump in Q1 as Model 3 began to hit a stride. However, Q2 2018 results will likely more than double that of Q4 of 2017 with Model 3 likely averaging over 2,000 per week. Image source: Statista and Tesla. )

Assuming that average weekly Model S and X production rates of around 1,000 (each) continued throughout the month, it appears that Tesla achieved a total rate of 4,000 BEVs produced each week. In sum, that adds up to a yearly rate of 200,000 per year.

Such a rate would make Tesla the present fastest-rate producer of EVs in the world. It would outstrip BYD and BIAC. It would leave BMW, Volkswagen, and Nissan in the dust.

Since Tesla rates of production can vary from week to week and month to month, the estimate I’ve given ranges from 13,000 to 17,000 EVs produced for April. Implied in this number is a one-month rate for the Model 3 that approaches all of Q1 production.

(CO2 emissions per 100 kilometers driven is greatly reduced when EVs are mated to grids with high clean energy penetration — like the one in Ontario. And it is for this reason that mass replacement of ICE vehicles with EVs is a key climate solution. Image source: Plug’n Drive.)

By May, it is likely that we will see 1 week rates for Model 3 exceed 3,000 as Tesla adds a third shift and continues to refine its line. Average total EV production for the month could exceed 20,000 if this ramp is achieved. By June, Tesla is aiming for a peak Model 3 production above 5,000 per week — which would imply a total EV production rate of 7,000 per week.

What all these numbers mean, and what few are reporting, is it appears that Tesla is achieving a break-away rate of electrical vehicle manufacturing. One that other automakers will have major difficulty catching up with. Such large volumes of EVs will displace a significant amount of carbon emitting ICE demand. Fossil fuel luxury and sport vehicles by BMW, Toyota, VW, Volvo, GM and many others will increasingly be replaced by this flood of high quality electrical vehicles. And a signal will be sent to the markets that higher margin ICE sales are taking a serious hit.

(Tesla Model 3 production rates significantly accelerated during early Q2 of 2018. Image source: Bloomberg Model 3 Tracker.)

If Tesla’s ramp continues, it will easily be selling 300,000 to 350,000 EVs per year by 2019 — which is considerably more than Volvo’s annual U.S. sales. This high volume will force other automakers to respond in kind. But since none will likely be able to produce in comparable volume and quality until at least 2020, Tesla is developing a major head start.

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.

 

New York City is Planning to Go Fossil Fuel Free — So Why Not the Rest of the World?

greenhouse-gas-reductions-in-NYC-1-537x356

(New York City plans a number of measures to eliminate fossil fuel use and rapidly build climate change resiliency through 2050 including mass installation of solar energy on roof-tops, major reductions in energy use and increases in efficiency, painting roofs white to reduce the heat island effect, and providing both incentives and enforcement for those living within the city to make an energy switch and control consumption. Image source: New York City.)

As a city sitting at the edge of rising seas and in the path of almost certainly more severe storms, New York City faces the grim prospect of facing the brunt of impacts set off by human-caused climate change. This vulnerability was recently highlighted as Superstorm Sandy flooded 90,000 of New York’s buildings and inflicted 19 billion dollars worth of damages on the city alone.

The storm raced in on tides that were more than 1 foot higher than original New York City designers planned for. And the storm was likely enhanced by a combination of much warmer than normal ocean temperatures and a disrupted Jet Stream pattern that makes it more likely for tropical and polar air masses to come into confluence — increasing the energy potential of hybrid storms like Sandy.

And Sandy may just have been a warning shot across the bow.

Based on the city’s own figures, New York City is facing 4-10 inches of additional sea level rise before 2030 and 11-30 inches of sea level rise through 2050. Stark results of ocean current changes that are piling more water up on the US East Coast as well as an increasing number of destabilized and irreversibly collapsing glaciers in Greenland and West Antarctica that will likely provide ramping sea level rise through both this century and for many centuries to come.

80 Percent + Emissions Reductions By 2050 With The Ultimate Goal to Eliminate Fossil Fuel Use

Faced with these threats, New York City has put together a plan to completely eliminate fossil fuels as energy sources. To greatly increase energy efficiency measures and to shift the city to renewable energy sources entirely. The plan, in total, would reduce New York City’s carbon emissions by 83% below 2005 levels through 2050 with the ultimate aim of eliminating fossil fuel use altogether.

In pursuit of this goal, the city is providing a series of ten year planning measures aimed directly at both public and private energy users. The plans are broad based and set ambitious goals for both reduction in energy consumption and rapid adoption of renewable energy sources. For example, the city itself plans to install 100 megawatts of solar panels on public buildings even as it reduces building energy consumption by as much as 50 percent over the next ten years. Meanwhile the city plans to provide incentives and financing aimed at private solar installations exceeding 250 megawatts over the same period.

Other aspects of the plan include setting up an efficiency and renewables marketplace for the city, ensuring that the benefits of reducing energy costs are shared across the economic spectrum, providing standards enforcement for private buildings, transportation and consumption, and setting in place a scaling series of investments to build city resiliency for the climate-related troubles that are likely to worsen for the foreseeable future even if the world follows New York’s example and rapidly responds to climate change.

To this point, New York City joins New York State, California and the European Union as government bodies now pursuing broad policy goals to reduce the greenhouse gas emissions in their areas of responsibility by 80 percent or more. Responsible actions that should serve as models for cities, states, and nations around the world if we are to have much hope of confronting a growing climate nightmare set off by a reckless and irresponsible broader human-based carbon emission.

Links:

Please Read New York City’s Comprehensive Climate Action Plan Entitled: One City Built to Last

Why You Should Read the City’s Plan to Reduce Carbon Emissions by 80 Percent

New York State Executive Order 24: Climate Action Planning

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