iPhone app iPad app Android phone app Android tablet app More

Featuring fresh takes and real-time analysis from HuffPost's signature lineup of contributors
Bill Chameides

Bill Chameides

Posted: November 11, 2010 05:59 PM

Peak Oil Finally Piquing Analysts?

What's Your Reaction:

Crossposted with www.TheGreenGrok.com.

According to a new report: We need to put a carbon price on oil to keep the price of oil down.

You know how the climate-denier politicians love to warn the public that any climate legislation will increase energy costs and destroy our economy? A recent report pokes some holes in that reasoning. The authors of the report? None other than the International Energy Agency or IEA.

The IEA is an intergovernmental organization originally set up to provide energy analysis to its 28 member governments in the wake of the 1973-74 oil crisis. One of its main tasks is to produce an annual report on the state of global energy -- it's called the World Energy Outlook. If you're an energy wonk, and who isn't these days, it's pretty heady stuff, filled with cool facts and figures about what has happened and predictions based on economic and energy models about what is likely to happen.

The IEA has always been focused on fossil fuels. Two of its founding objectives were to:

  • "maintain and improve systems for coping with oil supply disruptions," and
  • "operate a permanent information system on the international oil market."

And even though its mandate included "improv[ing] the world's energy supply and demand structure by developing alternative energy sources and increasing the efficiency of energy use," the IEA's reports tended to focus on fossil fuels while largely marginalizing the role of renewable energy. But that has changed.

IEA Jumps on the 'Peak Oil' Wagon in 2008

IEA's about-face began two years ago when, in a departure from its typically confident projections for petroleum supply, the organization reported that fields were declining at double the rate of earlier projections and projected that conventional oil would peak in 2030. Previously, the idea that oil supplies might one day peak had been "dismissed," to quote one reporter referring to IEA's 2005 report. The IEA's executive director even went on record referring to those concerned about peak oil as "doomsayers." Not so anymore ... especially for petroleum -- the scarcest of fossil fuels. By some reports it took a whistle-blower at the IEA to get the agency to fess up about impending oil shortages. But that was a couple of years ago. Flash forward to 2010.

IEA Bids Farewell to Cheap Oil This Year

IEA's three-volume, 700-plus-page outlook for 2010 is hot off the presses, and one of its major conclusions [pdf], once again, is that the age of cheap oil is behind us. It's a perfect storm headed our way -- a steady rise in global demand for oil crashing up against an increasingly limited supply of economically recoverable oil. By 2035, the group projects, demand for oil will increase from about 84 million [xls] to 107 million barrels per day, and prices will rise to $135 per barrel -- a range we painfully visited briefly during the spring and early summer of 2008. (The current price of oil is about $80 a barrel.)

But There Is a Potential, if Surprising, Fix

That's definitely going to put a sizable dent in our wallets and end up sending a lot of dollars to foreign shores. But the IEA points out that there is one way to get off the oil-price roller coaster. If we enacted policies to reduce greenhouse gas emissions (and promote renewable energy), demand could be as much as 10 percent less, a prospect that would in turn reduce each barrel of oil by about $20 in 2035.

The bottom line is that alternatives to fossil fuels are needed to rein in their prices and ease supply constraints while they are a dominant player on the world stage, and economists tell us that the most effective way to get there is to put a price on carbon.

It's kind of odd, but it could turn out that the best way for us to save money in the long run is to put a price on carbon and thus discourage people from consuming so much gasoline and driving the price up.

Now, I realize that this might upset the anti-cappers and anti-carbon taxers, but, hey, don't blame me -- I'm just the messenger.

 

Follow Bill Chameides on Twitter: www.twitter.com/theGreenGrok

 
 
  • Comments
  • 17
  • Pending Comments
  • 0
  • View FAQ
Comments are closed for this entry
View All
Recency  | 
Popularity
08:17 AM on 11/17/2010
Experts have been predicting peak oil since the late '70s, and changing their predictions every decade.

But still, it is about time we seriously started planning for Peak Oil, and some viable options we can begin switching to.

Here are some great ideas to start with: http://bit.ly/aC9mXQ
08:15 PM on 11/20/2010
It is much too late to plan for Peak Oil. It is here and all we can do is adapt. Some places will do much better than others but it is going to be tough.
02:23 PM on 11/22/2010
While oil field geologists have known about resource peaking for many years, M.K. Hubbert made a prediction in 1956 that the US lower 48 states would reach Peak production in 1970 - and this prediction was correct. He later predicted global Peak Oil around 2000 - which was likely delayed because of the OPEC oil embargoes of the late 70s. We have seen flat petroleum production below 75 million bbl/d since 2005, which is a clear sign that the Peak is here and now.

The time to shift our priorities and begin planning for a serious alternative energy future was 1980. I agree with the good Professor - it's too late now to begin planning. We can only muddle through from here on out.
HUFFPOST SUPER USER
lbsaltzman
Permaculture and Sustainability
05:19 AM on 11/15/2010
An excelent article, rational and thoughtful. My guess is that as the news of peak oil reaches the mainstream, the rightwing will reject it with the same irrational vigor of their rejection of climate change.
08:17 PM on 11/20/2010
It won't reach individuals until it affects their lives. Probably somewhere between 2015-20. It appears Obama is punting on this one.
02:30 PM on 11/22/2010
Sad but probably true. Business as usual and politics will fight to preserve the old order based on unlimited and cheap energy. Keeping everyone's attention fixed on a false liberal vs. conservative argument as to whether Peak Oil or anthropogenic climate change is real is simply the process of cultural denial in the face of catastrophic collapse.
07:10 AM on 11/13/2010
EWG reports that oil production will decline to around 40 million barrels per day by 2030. IEA accepts the Saudis estimates of accessible reserves. EWG doesn't, and I find the EWG methodology and assumptions of exploitable resources to be more believable based on historic production declining trends as the big reservoirs run down. (And Ghawar *is* running down, else Saudi Arabia wouldn't be drilling offshore and grumbling about how much water they have to dump into Ghawar for each barrel of oil they get now.)

In the 1970s, a 5% gap between production and demand produced a 300% or higher oil price spike. Well, we're going to have a 70% production-demand gap. If a gap 14 times larger than the one in the 70s were to only produce a 300% increase in oil prices it'd bring oil up to $250/barrel or more. Obviously it will be far worse than that. FAR worse.

Oil affects food production. When the oil production levels drop, food prices will spike along with oil prices. Let's say that realistically we end up with $350/barrel for oil in 2030 (I think it will be higher myself). That's four times today's price. Food will increase just as much. So when you come home from the grocery store, look at your bill, and imagine it being four times higher. Will your income support that? What will you have to give up to continue eating? You should be thinking about these things NOW.
08:22 PM on 11/20/2010
Peak Oil community has been pretty close on their estimates for years. IEA and EIA have probably been lying because I doubt they could have been that wrong that long. Peak community now says peak liquids in 2015. I think sustained $110/barrel will drive world economy gdps lower and we will repeatedly bump off this level in failed efforts at reestablishing growth. Look for a much lower energy world for a long time. One car's gasoline can do more work than a human body can do in a year.
02:35 PM on 11/22/2010
+1 Jonny

The graph of the IMF food cost index and the price of oil follow each other very closely. Anyone with an internet connection can get the data and examine it themselves. The connection between energy and food prices is clear. And fuel shortages will soon produce food shortages.
05:38 PM on 11/12/2010
Want some bad news? The world is consuming oil 3 times faster than it's discovering it and the major decade of discovery was the 1970's. 70 million barrels was tops 2 years ago and will never increase while India and China are now expanding their energy consumption. Opec countries all lie about their reserves since their OPEC allotment depends on it. For a good 21 page readable power point presentation, check out
http://www.businessinsider.com/the-impending-world-energy-mess-2010-11
that will quickly bring the reader to date
http://motherjones.com/kevin-drum/2010/11/chart-day-peak-oil
http://www.fcnp.com/commentary/national/7696-the-peak-oil-crisis-the-leading-edge.html
try these out, and google anything from the oildrum.com and fallschurch.com
Be prepared to live in the city as $300/barrel will end commuting along with fossil fuel emissions. Urban farming will be next. 40% of the countries veggies in WW II were from Victory Gardens. 'A Crude Awakening' is a good documentary on the subject along w/ others. Scientific American had an article on world Peak Oil in 1998 but the pols can't talk about it, of course, or world wide panic could ensue.. Do a Google News section for your account to see how the Big Oil (which is buying up their shares so they won't have to share) is fignting the concept, Deep Water drilling is what's left.
http://www.sciencedaily.com/releases/2010/03/100310134255.htm
08:23 PM on 11/20/2010
Good luck getting people to believe before it hits their life.
photo
HUFFPOST COMMUNITY MODERATOR
TurningPoint Sustainabil
12:46 PM on 11/12/2010
Beautiful, an article on HP about peak oil,

one of the biggest issues facing us today,

and there are only 5 comments so far......
05:58 AM on 11/12/2010
The IEA is a small part of the OECD. It is hard to see it as being very objective if the role of the OECD is to party like it's 1999.

The IEA's 2035 numbers are based on 50% the oil produced each day, in 2035, to be from "Fields yet to be found." That's half... Their own number show known reserves producing under 20% of todays numbers based on normal depletion rates. The remaining 30% to be Unconventional oil, like tar sands.
10:51 AM on 11/12/2010
So then why did the IEA inflate their numbers and shun the concept of Peak Oil up until now? The Germans came out with their energy analysis in 2007, which also said that global conventional oil peaked in 2006. We need to find 6 Saudi Arabias to meet conventional oil demand, and guess what? Even the Saudis are doing offshore drilling, which should tell ya something about the state of their reserves and prospects of new finds.

The Pentagon is expecting oil shortages as early as 2012. All of the information is out there. All you need to do is look.
02:16 AM on 11/12/2010
This article is based on the assumption that the U.S is the only country in the world that consumes oil...if we cut our demand by 10%, China's will rise by 20. China is going to use up anything that we don't.
10:53 AM on 11/12/2010
I think you projected that assumption onto the article 'cause it's just not there.
08:02 PM on 11/11/2010
IEA.org is down tonight (7:02 CDT)