"For decades, we've talked and talked about the need to end
America's century-long addiction to fossil fuels. ... Time and time
again, the path forward has been blocked -- not only by oil industry
lobbyists, but also by a lack of political courage and candor."
-- Barack Obama, June 15 address on the BP oil spill
WASHINGTON -- Just once, it would be nice if a president would level
with Americans on energy. Barack Obama isn't that president. His speech
the other night was about political damage control -- his own. It was
full of misinformation and mythology. Obama held out a gleaming vision
of an America that would convert to the "clean" energy of, presumably,
wind, solar and biomass. It isn't going to happen for many, many
decades, if ever.
For starters, we won't soon end our "addiction to fossil fuels." Oil,
coal and natural gas now supply about 85 percent of America's energy
needs. The U.S. Energy Information Administration expects energy
consumption to grow only an average of 0.5 percent annually from 2008 to
2035, but that's still a 14 percent cumulative increase. Fossil fuel
usage would increase slightly in 2035 and its share would still account
for 78 percent of the total.
Unless we shut down the economy, we need fossil fuels. More efficient
light bulbs, energy-saving appliances, cars with higher gas mileage may
all dampen energy use. But offsetting these savings are more people (391
million vs. 305 million), more households (147 million vs. 113 million),
more vehicles (297 million vs. 231 million) and a bigger economy (almost
double in size). Although wind, solar and biomass are assumed to grow up
to 10 times faster than overall energy use, they provide only 11 percent
of supply in 2035, up from 5 percent in 2008.
There are physical limits on new energy sources, as Robert Bryce
shows in his book "Power Hungry: The Myths of 'Green' Energy and the
Real Fuels of the Future." Suppose an inventor "found a way to convert
soybeans into jet fuel," Bryce writes. "Even with that invention, the
conversion of all of America's yearly soybean production into jet fuel
would only provide about 20 percent of U.S. jet fuel demand." Jet fuel,
in turn, is about 8 percent of U.S. oil use. Similarly, wind turbines
have limited potential; they must be supported by backup generating
capacity when there's no breeze.
The consequences of the BP oil spill come in two parts. The first is
familiar: the fire; the deaths; coated birds; polluted wetlands; closed
beaches; anxious fishermen. The second is less appreciated: a more
muddled energy debate.
Obama has made vilification of oil and the oil industry a rhetorical
mainstay. This is intellectually shallow, if politically understandable.
"Clean energy" won't displace oil or achieve huge reductions in
greenhouse gas emissions -- for example, the 83 percent cut by 2050 from
2005 levels included in last year's House climate change legislation.
Barring major technological advances (say, low-cost "carbon capture" to
pump CO 2 into the ground) or an implausibly massive shift to nuclear
power, this simply won't happen. It's a pipedream. In the EIA's
"reference case" projection, CO 2 emissions in 2035 are 8.7 percent
higher than in 2008.
Rather than admit the obvious, Obama implies that other countries are
disproving it. "Countries like China are investing in clean energy jobs
and industries that should be right here in America," he said in his
address. If China can do it, so can we! Well, whatever China's
accomplishing on wind and solar, it's a sideshow. In 2008, fossil fuels
met 87 percent of its energy needs, reports the International Energy
Agency. Coal alone accounted for 66 percent. China represents about half
the world's hard coal consumption. Usage grew 10.7 percent annually from
2000 to 2008.
The outlines of a pragmatic energy policy are clear. A gradually
increasing tax on oil or carbon would nudge people toward more
energy-efficient products, including cars. Any tax should be part of a
budget program that includes major spending cuts. This is a better
approach than the confusing cap-and-trade proposals -- embraced by the
House and the administration -- that would inevitably be riddled with
exceptions and preferences. Finally, research and development should
search for cheaper, cleaner energy sources.
Meanwhile, it's imperative to tap domestic oil and natural gas. This
creates jobs and limits our dependence on insecure imports. Drilling
advances have opened vast reserves of natural gas trapped in shale
("shale gas"). Human error and corner-cutting by BP seem the main causes
of the spill. Given the industry's previously strong safety record,
Obama's six-month moratorium on deepwater drilling isn't justified and
should be shortened. It's not industry lobbyists that sustain fossil
fuels but the reality that they're economically and socially necessary.
A candid president would have said so.