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"title": "Forget the deckchairs — efforts to save ourselves from climate change are taking us backwards",
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"description": "Daily Maverick is an independent online news publication and weekly print newspaper in South Africa.\r\n\r\nIt is known for breaking some of the defining stories of South Africa in the past decade, including the Marikana Massacre, in which the South African Police Service killed 34 miners in August 2012.\r\n\r\nIt also investigated the Gupta Leaks, which won the 2019 Global Shining Light Award.\r\n\r\nThat investigation was credited with exposing the Indian-born Gupta family and former President Jacob Zuma for their role in the systemic political corruption referred to as state capture.\r\n\r\nIn 2018, co-founder and editor-in-chief Branislav ‘Branko’ Brkic was awarded the country’s prestigious Nat Nakasa Award, recognised for initiating the investigative collaboration after receiving the hard drive that included the email tranche.\r\n\r\nIn 2021, co-founder and CEO Styli Charalambous also received the award.\r\n\r\nDaily Maverick covers the latest political and news developments in South Africa with breaking news updates, analysis, opinions and more.",
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"contents": "<span style=\"font-weight: 400;\">My </span><i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\"> article from 19 September 2023, “</span><a href=\"https://www.dailymaverick.co.za/article/2023-09-19-social-ownership-of-renewable-energy-searching-for-the-deck-chairs-long-after-the-titanic-has-sunk\"><span style=\"font-weight: 400;\">Social ownership of renewable energy — searching for the deck chairs long after the Titanic has sunk”</span></a><span style=\"font-weight: 400;\">, concluded thus:</span>\r\n\r\n<i><span style=\"font-weight: 400;\">“There’s a dual imperative for big and bold thinking. Climate change requires both ambitions. So, too, does the significant reversal of our triple plagues of poverty, unemployment and inequality. A foremost challenge will be to </span></i><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation/\"><i><span style=\"font-weight: 400;\">Mark Swilling’s bold assertion</span></i></a><i><span style=\"font-weight: 400;\"> that ‘The dream of a revived, centralised, state-owned energy generation, transmission and distribution system will never be realised’.”</span></i>\r\n\r\n<span style=\"font-weight: 400;\">In this four-part series I’ve taken on an ambitious task of reducing my guiding principle of everything being connected to everything else to a narrow focus on what I see are the organic interconnections between climate change, poverty, inequality and unemployment, and how these connections are further linked to a sinking Eskom.</span>\r\n\r\n<span style=\"font-weight: 400;\">En route (in Part 2) I shall also attempt to show how many of the standard understandings of these matters are limited by not seeing the connections that provide a fuller grasp, albeit making them more complex.</span>\r\n\r\n<span style=\"font-weight: 400;\">What is clear from the brain sciences is that what we already know about anything plays an important part in what we see and how we understand what we’re seeing. In this respect, those of us who write about climate change and energy don’t help matters. When not speaking in impenetrable science, we use words as labels, as empty signifiers, as I shall be showing.</span>\r\n\r\n<span style=\"font-weight: 400;\">My hope – some might say my arrogance because it’s my understanding I shall be sharing – is that a better comprehension of so much of what we see, hear and read about climate change, energy, Eskom and the triple plagues will make us much better placed to know why we’re in such a mess and of some of the ways we can get out of it.</span>\r\n<h4><b>A brief reminder of the urgency of climate change – and an unexpected turn</b></h4>\r\n<span style=\"font-weight: 400;\">One of the certainties arising from scientific reports on the current global response to climate change is that, at best, there is little prospect of restricting global warming to the maximum 1.5°C to which the nations of the world committed in Paris in 2015.</span>\r\n\r\n<span style=\"font-weight: 400;\">Indeed,</span><a href=\"https://www.dailymaverick.co.za/article/2023-10-03-earth-could-exceed-1-5c-dangerous-climate-change-threshold-by-december-2034-who/\"> <span style=\"font-weight: 400;\">a recent science report predicts</span></a><span style=\"font-weight: 400;\"> that 1.5°C will probably be exceeded by December 2034, while</span><a href=\"https://www.dailymaverick.co.za/article/2023-11-20-new-un-report-once-again-warns-that-the-world-is-well-behind-emission-targets/\"> <span style=\"font-weight: 400;\">the latest Emissions Gap Report</span></a><span style=\"font-weight: 400;\"> from the UN Environment Programme – “</span><a href=\"https://www.unep.org/resources/emissions-gap-report-2023\"><span style=\"font-weight: 400;\">Broken Record – Temperatures hit new highs, yet world fails to cut emissions (again)</span></a><span style=\"font-weight: 400;\">” – of 20 November 23, found that a 2.5°C to 2.9°C rise can be expected from the Paris Agreement pledges.</span>\r\n\r\n<span style=\"font-weight: 400;\">No less chilling is its finding that humanity needs to cut greenhouse gas emissions by 28% to limit global warming by 2030 to 2°C above pre-industrial levels, while emissions need to be slashed by 42% to limit global warming to 1.5°C. The most optimistic outcome, the report found, is the likelihood of limiting warming to 1.5°C is only 14%.</span>\r\n\r\n<span style=\"font-weight: 400;\">For John Christensen, lead author of this report, “it’s about getting as close as possible to 1.5°C – the difference in impact is huge. So every fraction of a degree matters.”</span>\r\n\r\n<span style=\"font-weight: 400;\">As usual, it fell to António Guterres, the UN secretary-general, to dispense with diplomatic-speak.</span><a href=\"https://www.democracynow.org/2023/9/21/clinging_to_hope_at_the_gates\"> <span style=\"font-weight: 400;\">He opened his welcome</span></a><span style=\"font-weight: 400;\"> to world leaders at the first UN Climate Ambition Summit, convened during this year’s UN General Assembly in September with “humanity has opened the gates of hell”, paraphrasing Dante’s poem, </span><i><span style=\"font-weight: 400;\">The Inferno</span></i><span style=\"font-weight: 400;\">. He continued: “Climate action is dwarfed by the scale of the challenge.”</span>\r\n\r\n<span style=\"font-weight: 400;\">We tend to forget that, of the nine closely interconnected planetary boundaries – the environmental limits within which humanity can safely operate –</span><a href=\"https://mronline.org/2023/09/15/all-planetary-boundaries-mapped-out-for-the-first-time-six-of-nine-crossed\"> <span style=\"font-weight: 400;\">six have already been crossed</span></a><span style=\"font-weight: 400;\">. Climate change is but one of the six.</span>\r\n\r\n<span style=\"font-weight: 400;\">Climate change is no longer an abstract idea, no longer something that might happen in the future. It is not something that has to be measured in a lab, but something that can be felt, in many different ways, by any resident of Durban or the Karoo, any citizen of Pakistan, Somalia or Europe and North America.</span>\r\n\r\n<span style=\"font-weight: 400;\">This ought to make a difference. This ought to result in a redoubled commitment “to climate-proof the world”,</span><a href=\"https://www.dailymaverick.co.za/article/2023-09-20-cop28s-biggest-conflicts-are-on-display-at-the-un-general-assembly/\"> <span style=\"font-weight: 400;\">as US President Joe Biden pledged</span></a><span style=\"font-weight: 400;\"> at the UN. But this is proving to be a naive expectation.</span>\r\n\r\n<span style=\"font-weight: 400;\">Britain’s prime minister and his Conservative Party are using a backlash against climate change in their electioneering battles with the (currently) much more popular Labour Party. Hence their turn to the courts to stop the Labour mayor of London from extending the fines for high-emission cars in Central London to the whole of London.</span>\r\n\r\n<span style=\"font-weight: 400;\">Despite Boris Johnson being the architect of the policy when he was London mayor, as well as the generous compensation scheme for the replacement of old cars with new, the Tories – with the full support of their loyal press – branded</span><a href=\"https://www.theguardian.com/environment/2023/aug/28/government-ulez-expansion-attack-labour-war-on-motorists-london\"> <span style=\"font-weight: 400;\">the Labour measures</span></a><span style=\"font-weight: 400;\"> as a “war against motorists”.</span>\r\n\r\n<span style=\"font-weight: 400;\">Even worse, the Labour leader urged moderation on his mayor. As part of the war against what is supposed to be the war on climate change, and as a counter to Labour’s commitment to bar any new North Sea oil and gas projects, the prime minister</span><a href=\"https://www.theguardian.com/environment/2023/jul/31/dismay-as-rishi-sunak-vows-to-max-out-uk-fossil-fuel-reserves\"> <span style=\"font-weight: 400;\">criticised them for being</span></a><span style=\"font-weight: 400;\"> “bad for energy security [and] bad for the British economy”. He therefore intends authorising more than 100 North Sea licences and approving Britain’s largest untapped reserves, which hold 500 million barrels of oil.</span>\r\n\r\n<span style=\"font-weight: 400;\">The once much-vaunted Climate Change Act, with its net-zero-by-2050 commitment, seems to be no impediment to the new policies of either of these two parties. The Labour Party has watered down its pledge to spend £28-billion per year on “green energy”.</span>\r\n\r\n<span style=\"font-weight: 400;\">The ruling Conservatives are reconsidering the dates for bans on internal combustion engine cars and gas boilers. Such pushbacks are in keeping with British public opinion, when net-zero affects their pockets – 2050 is too far away for most of them.</span><a href=\"https://conservativehome.com/2023/09/06/matt-goodwin-my-polling-suggests-scepticism-of-expensive-net-zero-commitments-units-the-2019-tory-coalition/\"> <span style=\"font-weight: 400;\">Only 16% of them support net-zero</span></a><span style=\"font-weight: 400;\"> if they have to pay something for it now.</span>\r\n<blockquote>South Africa faces its own climate change disasters and the enormous costs of the damage. Yet, such is our preoccupation with Eskom and energy, that climate change is often forgotten.</blockquote>\r\n<span style=\"font-weight: 400;\">Hiding in plain sight in the EU, which is often seen as being in the vanguard of climate action, is the rising popularity of the far right with its explicit opposition to action against climate change.</span>\r\n\r\n<span style=\"font-weight: 400;\">A recent </span><i><span style=\"font-weight: 400;\">New York Times</span></i><a href=\"https://www.nytimes.com/2023/08/04/climate/republicans-climate-project2025.html\"> <span style=\"font-weight: 400;\">article informs us</span></a><span style=\"font-weight: 400;\"> about the conservative Republican “battle plan” for their expected next US president. The plan would be among the most severe swings away from even current federal policies.</span><a href=\"https://www.npr.org/2023/08/03/1191678009/climate-change-republicans-economy-natural-disasters-biden-trump-poll\"> <span style=\"font-weight: 400;\">According to a recent poll</span></a><span style=\"font-weight: 400;\">, 72% of Republicans said that the economy should be given priority over climate change. That is up 13 points since 2018 – despite the increases in climate change-related weather disasters and the billions of dollars in increases for disaster preparation and recovery that climate change is costing the country.</span>\r\n\r\n<span style=\"font-weight: 400;\">In another survey of a wider range of countries, respondents were asked to name their three greatest concerns. It found that climate change comes only ninth, far behind inflation, poverty, unemployment, crime, corruption, healthcare and taxes. </span>\r\n\r\n<span style=\"font-weight: 400;\">Indeed, we shouldn’t be surprised,</span><a href=\"https://socialistproject.ca/2023/10/why-dont-capitalists-want-to-go-green-anymore\"> <span style=\"font-weight: 400;\">according to one academic</span></a><span style=\"font-weight: 400;\">, if a climate change denier ends up being invited to Davos instead of Greta Thunberg.</span>\r\n\r\n<p><img loading=\"lazy\" class=\"size-full wp-image-1964039\" src=\"https://www.dailymaverick.co.za/wp-content/uploads/2023/12/GettyImages-1239392379.jpg\" alt=\"climate\" width=\"720\" height=\"480\" /> <em>Cooling towers surround emissions from a chimney at Eskom's Matla coal-fired power station in Mpumalanga on 21 March 2022. (Photo: Waldo Swiegers / Bloomberg via Getty Images)</em></p>\r\n\r\n<span style=\"font-weight: 400;\">South Africa faces its own climate change disasters, such as floods and droughts, and the enormous costs of the damage. Yet, such is our preoccupation with Eskom and energy, that climate change is often forgotten.</span>\r\n\r\n<span style=\"font-weight: 400;\">To give recent examples of this omission, South Africa’s largest trade union federation, Cosatu, was</span><a href=\"https://mediadon.co.za/2023/08/11/cosatu-is-extremely-dismayed-by-the-latest-steps-in-unbundling-eskom/\"> <span style=\"font-weight: 400;\">quick to issue a press release</span></a><span style=\"font-weight: 400;\"> in August 2023 condemning the further unbundling of Eskom and the expected privatisation of SOEs, but without saying a word about the impact these privatisations would have on climate change.</span>\r\n\r\n<span style=\"font-weight: 400;\">Similarly,</span><a href=\"https://www.youtube.com/watch?v=3Ey5RcHzn24&ab_channel=DailyMaverick\"><span style=\"font-weight: 400;\"> a </span><i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\">-hosted seminar</span></a><span style=\"font-weight: 400;\">, also in August, facilitated by its illustrious environmental journalist, Kevin Bloom, on “Bottom-up responses to the Energy Crisis”, had no panellist with a climate change brief and there was no mention of climate change during the webinar.</span>\r\n\r\n<span style=\"font-weight: 400;\">Similarly exemplifying this omission of climate change was a </span><a href=\"https://www.engineeringnews.co.za/article/webinar---transport-2023-09-26\"><span style=\"font-weight: 400;\">webinar organised by the respected Creamer Media</span></a><span style=\"font-weight: 400;\"> on “Transport – How to deliver socioeconomic development through a stronger transport system”</span><i><span style=\"font-weight: 400;\">.</span></i>\r\n\r\n<span style=\"font-weight: 400;\">Occupying this back seat is not unusual for climate change. Making the pushback in Britain and the US even more disturbing is that the push has no substance to warrant a pushback against.</span>\r\n\r\n<span style=\"font-weight: 400;\">Aspirations for a safer – leave alone better – world obliges us to look more closely at what we are invariably invited to accept as an unstoppable transition to renewable energy. This issue was covered in</span><a href=\"https://www.dailymaverick.co.za/article/2023-09-19-social-ownership-of-renewable-energy-searching-for-the-deck-chairs-long-after-the-titanic-has-sunk\"> <span style=\"font-weight: 400;\">my September article</span></a><span style=\"font-weight: 400;\">, but is sufficiently important to merit a return, for the sheer urgency of the situation is being diluted.</span>\r\n<h4><b>Time and current realities challenge the presumed renewable energy transition</b></h4>\r\n<span style=\"font-weight: 400;\">Recent headlines such as “</span><a href=\"https://www.popsci.com/technology/solar-power-europe-heat\"><span style=\"font-weight: 400;\">Solar power helps keep Europe’s grid reliable in historic heat</span></a><span style=\"font-weight: 400;\">” set the general tone. According to a</span><a href=\"https://www.usatoday.com/story/tech/science/2022/03/03/wind-and-solar-power-producing-record-amount-u-s-electricity/9353259002/\"> <i><span style=\"font-weight: 400;\">USA Today</span></i></a><span style=\"font-weight: 400;\"> report from 2022, solar and wind installations grew at their fastest rate in US history. “Ten years ago that would have been unfathomable. Six years ago, people would have been incredulous,” according to Dan Whitten, vice-president for public affairs at the Solar Energy Industries Association.</span>\r\n\r\n<span style=\"font-weight: 400;\">The same optimism is to be found in South Africa. The Council for Scientific and Industrial Research (CSIR), the University of Cape Town’s Energy Systems Research Group, Meridian Economics and the Presidential Climate Commission</span><a href=\"https://www.businesslive.co.za/bd/opinion/2023-09-19-wikus-kruger-and-lena-kitzing-stop-debating-and-start-acting--renewables-are-the-way-out-of-the-energy-crisis\"> <span style=\"font-weight: 400;\">claim that</span></a><span style=\"font-weight: 400;\"> an energy-secure, least-cost power system of the future will be dominated by solar and wind energy.</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation/\"> <span style=\"font-weight: 400;\">The fourfold increase</span></a><span style=\"font-weight: 400;\"> in rooftop installations in just the four months between March and June 2023 would seem to be indicative.</span>\r\n\r\n<span style=\"font-weight: 400;\">The numbers from the US and South Africa are impressive – until they are put into perspective. The same</span><a href=\"https://www.usatoday.com/story/tech/science/2022/03/03/wind-and-solar-power-producing-record-amount-u-s-electricity/9353259002/\"> <i><span style=\"font-weight: 400;\">USA Today</span></i><span style=\"font-weight: 400;\"> report</span></a><span style=\"font-weight: 400;\"> tells us that combined solar and wind energy contributed only 13% of the US’s total energy demand. In South Africa, despite the growth of renewable energy (wind, rooftop solar PV and CSP or concentrated solar power), their combined contribution to the total energy mix in 2022</span><a href=\"https://www.csir.co.za/csir-releases-statistics-on-power-generation-south-africa-2022#:~:text=Coal%20still%20dominates%20the%20South,of%20the%20total%20energy%20mix.\"> <span style=\"font-weight: 400;\">was only 7.3%</span></a><span style=\"font-weight: 400;\">.</span>\r\n\r\n<span style=\"font-weight: 400;\">According to the authoritative</span><a href=\"https://www.energyinst.org/__data/assets/pdf_file/0004/1055542/EI_Stat_Review_PDF_single_3.pdf\"> <i><span style=\"font-weight: 400;\">Statistical Review of World Energy, 2023</span></i></a><span style=\"font-weight: 400;\">, renewables’ share of primary energy consumption reached 7.5% in 2022, an increase of nearly 1% over the previous year. However, fossil fuel consumption as a percentage of primary energy remained steady at 82%.</span>\r\n\r\n<a href=\"https://www.ft.com/content/07443afb-b935-492d-8711-8c47e4353c59\"><span style=\"font-weight: 400;\">The headline in the respected</span></a> <i><span style=\"font-weight: 400;\">Financial Times</span></i><span style=\"font-weight: 400;\"> tells of a similarly sobering fact: “</span><a href=\"https://www.ft.com/content/07443afb-b935-492d-8711-8c47e4353c59\"><span style=\"font-weight: 400;\">Renewable energy stocks hit hard by higher interest rates</span></a><span style=\"font-weight: 400;\">”. Adding that the “sector falls 20% in two months, with some wind turbine shares weighed down by contracts struck at unfavourable prices”, the article points out that this decline is despite tens of billions of dollars in tax credits, subsidies and loans being offered by governments to green energy companies in the US and Europe.</span>\r\n\r\n<span style=\"font-weight: 400;\">In a recent article written for the business community, “</span><a href=\"https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/\"><span style=\"font-weight: 400;\">Net zero will be harder than you think</span></a><span style=\"font-weight: 400;\">”, Michael Liebreich, senior contributor, </span><i><span style=\"font-weight: 400;\">BloombergNEF</span></i><span style=\"font-weight: 400;\"> (“a strategic research provider covering global commodity markets and the disruptive technologies driving the transition to a low-carbon economy”) offers what he calls “the Five Horsemen of the Transition”; “five reasons anyone hoping for rapid global decarbonisation is kidding themselves”. I urge reading the whole article but offer the following summary:</span>\r\n<h4><b>Horseman 1: Cost</b></h4>\r\n<span style=\"font-weight: 400;\">Three cost factors are involved.</span>\r\n\r\n<span style=\"font-weight: 400;\">First, getting to 90% of clean power should be affordable. The problem is that the last 10% could cost as much as the first 90%. But “as of today, we have neither the regulatory frameworks nor the political support to fund the solutions”, he details.</span>\r\n\r\n<span style=\"font-weight: 400;\">The second cost factor is the mistaken expectation that follows from the huge reductions in wind and solar costs. This has led to thinking that any clean technology, “given an initial boost, will storm to market dominance under its own economic steam”. However, as Liebreich explains, if left to the market, decarbonising the economy could take the rest of this century.</span>\r\n\r\n<span style=\"font-weight: 400;\">The third reason is the “mirage” of cheap wind, solar, batteries and EVs being realities in much of the world. Clean energy, Liebreich reminds us, is cheap provided only that there is access to cheap capital. While the cost of capital is cheap at 6% in the Global North, this is not the case in the Global South where it costs 15%.</span>\r\n\r\n<span style=\"font-weight: 400;\">According to the International Energy Agency (IEA), the transition in developing countries, excluding China, needs to increase from $770-billion to $2.8-trillion per year by the early 2030s to keep the world on track for 1.5°C. “Where is that money to come from?” he asks.</span>\r\n<h4><b>Horseman 2: The need for a much bigger grid</b></h4>\r\n<span style=\"font-weight: 400;\">The scale of the problem is highlighted by Europe which has wind and solar projects equivalent to 130% of all capacity installed to date waiting for grid connection. In the US, the current interconnection grid backlog is equivalent to 120% of the entire capacity of its current US power-generation system.</span>\r\n\r\n<span style=\"font-weight: 400;\">“The scale of the challenge is almost inconceivable,” he says. The May 2023 estimate of the UK’s National Grid means that meeting the government’s 2035 net-zero power target would need building five times more transmission lines by 2030 than it had built over the past three decades.</span>\r\n\r\n<span style=\"font-weight: 400;\">The same issues face any country, he says, that attempts to meet the net-zero commitments made at COP26 in Glasgow.</span>\r\n<h4><b>Horseman 3: The material world</b></h4>\r\n<span style=\"font-weight: 400;\">Overall, </span><i><span style=\"font-weight: 400;\">BloombergNEF </span></i><span style=\"font-weight: 400;\">estimates in its Net Zero Scenario that </span><a href=\"https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions\"><span style=\"font-weight: 400;\">the energy sector will use five times more minerals by 2040</span></a><span style=\"font-weight: 400;\"> than it does today. Electric vehicles use six times more minerals than internal combustion vehicles; renewable and nuclear power between three and 12 times as much as fossil power; enormous amounts of copper and aluminium will be needed to build out the grid. </span>\r\n\r\n<span style=\"font-weight: 400;\">Investment in the mining sector has doubled over the past two years, but even if all the projects on the drawing boards could enter production by 2030, according to the IEA, that would still deliver just 75% of the minerals required to keep the world on a 1.5°C pathway. The average new mine has been taking no fewer than 16 years to get from resource characterisation to production. That can most likely be accelerated, but, Liebreich asks, at what risk to the environment and social justice?</span>\r\n<h4><b>Horseman 4: Politics</b></h4>\r\n<span style=\"font-weight: 400;\">This refers to fragility of support for the transition, which has already been covered above.</span>\r\n<h4><b>Horseman 5: Corruption, predatory delay and regulatory capture</b></h4>\r\n<span style=\"font-weight: 400;\">We are already all too familiar with corruption.</span>\r\n\r\n<span style=\"font-weight: 400;\">Predatory delay refers to “the sort of underhand campaigns by fossil fuel interests to slow down the transition”. And they appear to be winning hands down. Last year the Global Fossil Fuel Registry found that countries around the world are planning to produce more than twice the amount of fossil fuels in 2030 than would be consistent with 1.5°C of global warming.</span>\r\n<blockquote>We must ask just how just is the Just Transition that leaves behind the majority of the population, and does so at an accelerating rate?</blockquote>\r\n<span style=\"font-weight: 400;\">Departing from Liebreich’s text, in the interest of time,</span><a href=\"https://www.investopedia.com/terms/r/regulatory-capture.asp#:~:text=Regulatory%20capture%20is%20an%20economic%20theory%20that%20regulatory%20agencies%20may,is%20supposed%20to%20be%20regulating.\"> <span style=\"font-weight: 400;\">a standard definition</span></a><span style=\"font-weight: 400;\"> of the widespread practice of “regulatory capture” should suffice.</span>\r\n\r\n<span style=\"font-weight: 400;\">“Regulatory capture” says regulatory agencies may come to be dominated by the industries or interests they are charged with regulating. The result is that an agency, charged with acting in the public interest, instead acts in ways that benefit the incumbent firms it is supposed to be regulating.</span>\r\n\r\n<i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\"> opinionista Peter Willis is not without evidence that climate change – being, in his view, a problem without a solution – is a “</span><a href=\"https://www.dailymaverick.co.za/opinionista/2023-11-23-its-time-to-face-a-future-of-global-heating-and-focus-our-energy-on-adaptation\"><span style=\"font-weight: 400;\">predicament, like death, which, for all our reluctance, we have to come to terms with</span></a><span style=\"font-weight: 400;\">”.</span>\r\n\r\n<span style=\"font-weight: 400;\">I differ with Willis on his premise that there is no solution. Indeed, the remaining three parts of this series explains why. </span>\r\n<h4><b>Who pays for the supposedly just transition?</b></h4>\r\n<span style=\"font-weight: 400;\">We all know that we’re the world’s most unequal country, but do we know that the inequality is getting steadily worse? Do we know that South Africa’s Gini coefficient for wealth has risen from 80.4 in 2000 to 88.8 in 2022,</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-16-south-africas-wealth-inequality-has-increased-markedly-over-past-two-decades-ubs\"> <span style=\"font-weight: 400;\">according to the UBS Global Wealth Report</span></a><span style=\"font-weight: 400;\"> for 2023?</span>\r\n\r\n<span style=\"font-weight: 400;\">From the same report we learn that at the end of 2022, 1% of South Africa’s population accounted for 42.2% of the country’s wealth, while 90% accounted for 19.1%.</span>\r\n\r\n<span style=\"font-weight: 400;\">Another measure of our inequality is that,</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-16-south-africas-wealth-inequality-has-increased-markedly-over-past-two-decades-ubs\"> <span style=\"font-weight: 400;\">according to Statistics South Africa</span></a><span style=\"font-weight: 400;\">, our average salary is as high as R25,304 a month or roughly R300,000 a year. Yet, two-thirds of our registered taxpayers live on R150,000 or less, with people aged below 65 years being exempt from tax if they earn less than R91,250, and less than R141,250 for the 65-to-74 age bracket.</span>\r\n\r\n<span style=\"font-weight: 400;\">Then we must ask just how just is the Just Transition that leaves behind the majority of the population, and does so at an accelerating rate? The load shedding-induced stampede to rooftop solar is the most immediate solution. Rooftop solar increased</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation\"> <span style=\"font-weight: 400;\">four times in the four months</span></a><span style=\"font-weight: 400;\"> between March and June 2023. The downside of this success is the breaking of the previously uniting national grid.</span>\r\n\r\n<span style=\"font-weight: 400;\">“As it breaks up”,</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation\"> <span style=\"font-weight: 400;\">notes Mark Swilling</span></a><span style=\"font-weight: 400;\">, “so too does the promise of affordable energy for all. Like the rise of private security, private education and private healthcare in response to inadequate policing, public education and public healthcare, so too are we witnessing the rise of private energy for those who can afford to reduce their dependence on the national publicly owned grid. This is not a recipe for a just transition.”</span>\r\n\r\n<span style=\"font-weight: 400;\">As is always the case, it is the poor who pay, no matter the particularities of the economic crises of the moment. It should therefore come as no surprise that the top 10% of income earners in South Africa contributed between four and five times more greenhouse gas emissions than the bottom 40%.</span>\r\n\r\n<span style=\"font-weight: 400;\">An expression of this injustice is the knock-on effect of the wealthy moving to their own micro-grids, which leaves municipalities less able to provide for the poor. Municipalities are beginning to feel the pinch.</span>\r\n\r\n<span style=\"font-weight: 400;\">Criticisms of the municipal funding model aside, municipalities depend on the revenue from electricity sales to wealthier residents to subsidise services provided to the impoverished majority. This lost revenue not only hampers the ability of already cash-strapped municipalities to deliver basic services, but also puts an additional strain on Eskom itself.</span>\r\n\r\n<span style=\"font-weight: 400;\">Eskom receives only a fraction of the revenue it would receive if municipalities provided the free electricity to their poor. But only a fraction of the state-provided funds to pay in full for the derisory amount of what it calls “free basic electricity” goes to Eskom, the supplier of the electricity. Municipalities use the bulk of the revenue they receive for other purposes, as explained in “</span><a href=\"https://www.businesslive.co.za/bd/national/2023-08-07-free-electricity-programme-fails-to-reach-most-poor-households\"><span style=\"font-weight: 400;\">Free electricity programme fails to reach most poor households</span></a><span style=\"font-weight: 400;\">”.</span>\r\n<h4><b>An introduction to Part 2</b></h4>\r\n<span style=\"font-weight: 400;\">Part 2 will examine a further eight commonly – but mistakenly, in my view – held ideas used to explain why we all agree that we are in a mess. Climate change and Eskom just exemplify this mess, for most people. Parts 3 and 4 will provide the outlines of what I see as a full diagnosis.</span>\r\n\r\n<span style=\"font-weight: 400;\">A full diagnosis of a condition is no guarantee of its cure. But no cure is guaranteed without an adequate diagnosis of a serious condition.</span>\r\n\r\n<span style=\"font-weight: 400;\">I thus leave you with Kevin Bloom’s words of realisable hope in an email to </span><i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\"> Insiders on 3 September 2023: “We are going to find our way through. But we need to know how dark the darkness can actually get before we can find our way to the light.” </span><b>DM</b>\r\n\r\n<i><span style=\"font-weight: 400;\">Jeff Rudin works at the Alternative Information & Development Centre (AIDC).</span></i>\r\n\r\nhttps://www.youtube.com/watch?v=REeWvTRUpMk",
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"name": "Cooling towers surround emissions from a chimney at the Eskom Holdings SOC Ltd. Matla coal-fired power station in Mpumalanga, South Africa on Monday, 21 March 2022. A South African court ordered the government to take measures to improve the air quality in a key industrial zone, saying it had breached the constitution by failing to crack down on pollution emitted by power plants operated by Eskom and refineries owned by Sasol Ltd. (Photo: Waldo Swiegers/Bloomberg via Getty Images)",
"description": "<span style=\"font-weight: 400;\">My </span><i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\"> article from 19 September 2023, “</span><a href=\"https://www.dailymaverick.co.za/article/2023-09-19-social-ownership-of-renewable-energy-searching-for-the-deck-chairs-long-after-the-titanic-has-sunk\"><span style=\"font-weight: 400;\">Social ownership of renewable energy — searching for the deck chairs long after the Titanic has sunk”</span></a><span style=\"font-weight: 400;\">, concluded thus:</span>\r\n\r\n<i><span style=\"font-weight: 400;\">“There’s a dual imperative for big and bold thinking. Climate change requires both ambitions. So, too, does the significant reversal of our triple plagues of poverty, unemployment and inequality. A foremost challenge will be to </span></i><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation/\"><i><span style=\"font-weight: 400;\">Mark Swilling’s bold assertion</span></i></a><i><span style=\"font-weight: 400;\"> that ‘The dream of a revived, centralised, state-owned energy generation, transmission and distribution system will never be realised’.”</span></i>\r\n\r\n<span style=\"font-weight: 400;\">In this four-part series I’ve taken on an ambitious task of reducing my guiding principle of everything being connected to everything else to a narrow focus on what I see are the organic interconnections between climate change, poverty, inequality and unemployment, and how these connections are further linked to a sinking Eskom.</span>\r\n\r\n<span style=\"font-weight: 400;\">En route (in Part 2) I shall also attempt to show how many of the standard understandings of these matters are limited by not seeing the connections that provide a fuller grasp, albeit making them more complex.</span>\r\n\r\n<span style=\"font-weight: 400;\">What is clear from the brain sciences is that what we already know about anything plays an important part in what we see and how we understand what we’re seeing. In this respect, those of us who write about climate change and energy don’t help matters. When not speaking in impenetrable science, we use words as labels, as empty signifiers, as I shall be showing.</span>\r\n\r\n<span style=\"font-weight: 400;\">My hope – some might say my arrogance because it’s my understanding I shall be sharing – is that a better comprehension of so much of what we see, hear and read about climate change, energy, Eskom and the triple plagues will make us much better placed to know why we’re in such a mess and of some of the ways we can get out of it.</span>\r\n<h4><b>A brief reminder of the urgency of climate change – and an unexpected turn</b></h4>\r\n<span style=\"font-weight: 400;\">One of the certainties arising from scientific reports on the current global response to climate change is that, at best, there is little prospect of restricting global warming to the maximum 1.5°C to which the nations of the world committed in Paris in 2015.</span>\r\n\r\n<span style=\"font-weight: 400;\">Indeed,</span><a href=\"https://www.dailymaverick.co.za/article/2023-10-03-earth-could-exceed-1-5c-dangerous-climate-change-threshold-by-december-2034-who/\"> <span style=\"font-weight: 400;\">a recent science report predicts</span></a><span style=\"font-weight: 400;\"> that 1.5°C will probably be exceeded by December 2034, while</span><a href=\"https://www.dailymaverick.co.za/article/2023-11-20-new-un-report-once-again-warns-that-the-world-is-well-behind-emission-targets/\"> <span style=\"font-weight: 400;\">the latest Emissions Gap Report</span></a><span style=\"font-weight: 400;\"> from the UN Environment Programme – “</span><a href=\"https://www.unep.org/resources/emissions-gap-report-2023\"><span style=\"font-weight: 400;\">Broken Record – Temperatures hit new highs, yet world fails to cut emissions (again)</span></a><span style=\"font-weight: 400;\">” – of 20 November 23, found that a 2.5°C to 2.9°C rise can be expected from the Paris Agreement pledges.</span>\r\n\r\n<span style=\"font-weight: 400;\">No less chilling is its finding that humanity needs to cut greenhouse gas emissions by 28% to limit global warming by 2030 to 2°C above pre-industrial levels, while emissions need to be slashed by 42% to limit global warming to 1.5°C. The most optimistic outcome, the report found, is the likelihood of limiting warming to 1.5°C is only 14%.</span>\r\n\r\n<span style=\"font-weight: 400;\">For John Christensen, lead author of this report, “it’s about getting as close as possible to 1.5°C – the difference in impact is huge. So every fraction of a degree matters.”</span>\r\n\r\n<span style=\"font-weight: 400;\">As usual, it fell to António Guterres, the UN secretary-general, to dispense with diplomatic-speak.</span><a href=\"https://www.democracynow.org/2023/9/21/clinging_to_hope_at_the_gates\"> <span style=\"font-weight: 400;\">He opened his welcome</span></a><span style=\"font-weight: 400;\"> to world leaders at the first UN Climate Ambition Summit, convened during this year’s UN General Assembly in September with “humanity has opened the gates of hell”, paraphrasing Dante’s poem, </span><i><span style=\"font-weight: 400;\">The Inferno</span></i><span style=\"font-weight: 400;\">. He continued: “Climate action is dwarfed by the scale of the challenge.”</span>\r\n\r\n<span style=\"font-weight: 400;\">We tend to forget that, of the nine closely interconnected planetary boundaries – the environmental limits within which humanity can safely operate –</span><a href=\"https://mronline.org/2023/09/15/all-planetary-boundaries-mapped-out-for-the-first-time-six-of-nine-crossed\"> <span style=\"font-weight: 400;\">six have already been crossed</span></a><span style=\"font-weight: 400;\">. Climate change is but one of the six.</span>\r\n\r\n<span style=\"font-weight: 400;\">Climate change is no longer an abstract idea, no longer something that might happen in the future. It is not something that has to be measured in a lab, but something that can be felt, in many different ways, by any resident of Durban or the Karoo, any citizen of Pakistan, Somalia or Europe and North America.</span>\r\n\r\n<span style=\"font-weight: 400;\">This ought to make a difference. This ought to result in a redoubled commitment “to climate-proof the world”,</span><a href=\"https://www.dailymaverick.co.za/article/2023-09-20-cop28s-biggest-conflicts-are-on-display-at-the-un-general-assembly/\"> <span style=\"font-weight: 400;\">as US President Joe Biden pledged</span></a><span style=\"font-weight: 400;\"> at the UN. But this is proving to be a naive expectation.</span>\r\n\r\n<span style=\"font-weight: 400;\">Britain’s prime minister and his Conservative Party are using a backlash against climate change in their electioneering battles with the (currently) much more popular Labour Party. Hence their turn to the courts to stop the Labour mayor of London from extending the fines for high-emission cars in Central London to the whole of London.</span>\r\n\r\n<span style=\"font-weight: 400;\">Despite Boris Johnson being the architect of the policy when he was London mayor, as well as the generous compensation scheme for the replacement of old cars with new, the Tories – with the full support of their loyal press – branded</span><a href=\"https://www.theguardian.com/environment/2023/aug/28/government-ulez-expansion-attack-labour-war-on-motorists-london\"> <span style=\"font-weight: 400;\">the Labour measures</span></a><span style=\"font-weight: 400;\"> as a “war against motorists”.</span>\r\n\r\n<span style=\"font-weight: 400;\">Even worse, the Labour leader urged moderation on his mayor. As part of the war against what is supposed to be the war on climate change, and as a counter to Labour’s commitment to bar any new North Sea oil and gas projects, the prime minister</span><a href=\"https://www.theguardian.com/environment/2023/jul/31/dismay-as-rishi-sunak-vows-to-max-out-uk-fossil-fuel-reserves\"> <span style=\"font-weight: 400;\">criticised them for being</span></a><span style=\"font-weight: 400;\"> “bad for energy security [and] bad for the British economy”. He therefore intends authorising more than 100 North Sea licences and approving Britain’s largest untapped reserves, which hold 500 million barrels of oil.</span>\r\n\r\n<span style=\"font-weight: 400;\">The once much-vaunted Climate Change Act, with its net-zero-by-2050 commitment, seems to be no impediment to the new policies of either of these two parties. The Labour Party has watered down its pledge to spend £28-billion per year on “green energy”.</span>\r\n\r\n<span style=\"font-weight: 400;\">The ruling Conservatives are reconsidering the dates for bans on internal combustion engine cars and gas boilers. Such pushbacks are in keeping with British public opinion, when net-zero affects their pockets – 2050 is too far away for most of them.</span><a href=\"https://conservativehome.com/2023/09/06/matt-goodwin-my-polling-suggests-scepticism-of-expensive-net-zero-commitments-units-the-2019-tory-coalition/\"> <span style=\"font-weight: 400;\">Only 16% of them support net-zero</span></a><span style=\"font-weight: 400;\"> if they have to pay something for it now.</span>\r\n<blockquote>South Africa faces its own climate change disasters and the enormous costs of the damage. Yet, such is our preoccupation with Eskom and energy, that climate change is often forgotten.</blockquote>\r\n<span style=\"font-weight: 400;\">Hiding in plain sight in the EU, which is often seen as being in the vanguard of climate action, is the rising popularity of the far right with its explicit opposition to action against climate change.</span>\r\n\r\n<span style=\"font-weight: 400;\">A recent </span><i><span style=\"font-weight: 400;\">New York Times</span></i><a href=\"https://www.nytimes.com/2023/08/04/climate/republicans-climate-project2025.html\"> <span style=\"font-weight: 400;\">article informs us</span></a><span style=\"font-weight: 400;\"> about the conservative Republican “battle plan” for their expected next US president. The plan would be among the most severe swings away from even current federal policies.</span><a href=\"https://www.npr.org/2023/08/03/1191678009/climate-change-republicans-economy-natural-disasters-biden-trump-poll\"> <span style=\"font-weight: 400;\">According to a recent poll</span></a><span style=\"font-weight: 400;\">, 72% of Republicans said that the economy should be given priority over climate change. That is up 13 points since 2018 – despite the increases in climate change-related weather disasters and the billions of dollars in increases for disaster preparation and recovery that climate change is costing the country.</span>\r\n\r\n<span style=\"font-weight: 400;\">In another survey of a wider range of countries, respondents were asked to name their three greatest concerns. It found that climate change comes only ninth, far behind inflation, poverty, unemployment, crime, corruption, healthcare and taxes. </span>\r\n\r\n<span style=\"font-weight: 400;\">Indeed, we shouldn’t be surprised,</span><a href=\"https://socialistproject.ca/2023/10/why-dont-capitalists-want-to-go-green-anymore\"> <span style=\"font-weight: 400;\">according to one academic</span></a><span style=\"font-weight: 400;\">, if a climate change denier ends up being invited to Davos instead of Greta Thunberg.</span>\r\n\r\n[caption id=\"attachment_1964039\" align=\"alignnone\" width=\"720\"]<img class=\"size-full wp-image-1964039\" src=\"https://www.dailymaverick.co.za/wp-content/uploads/2023/12/GettyImages-1239392379.jpg\" alt=\"climate\" width=\"720\" height=\"480\" /> <em>Cooling towers surround emissions from a chimney at Eskom's Matla coal-fired power station in Mpumalanga on 21 March 2022. (Photo: Waldo Swiegers / Bloomberg via Getty Images)</em>[/caption]\r\n\r\n<span style=\"font-weight: 400;\">South Africa faces its own climate change disasters, such as floods and droughts, and the enormous costs of the damage. Yet, such is our preoccupation with Eskom and energy, that climate change is often forgotten.</span>\r\n\r\n<span style=\"font-weight: 400;\">To give recent examples of this omission, South Africa’s largest trade union federation, Cosatu, was</span><a href=\"https://mediadon.co.za/2023/08/11/cosatu-is-extremely-dismayed-by-the-latest-steps-in-unbundling-eskom/\"> <span style=\"font-weight: 400;\">quick to issue a press release</span></a><span style=\"font-weight: 400;\"> in August 2023 condemning the further unbundling of Eskom and the expected privatisation of SOEs, but without saying a word about the impact these privatisations would have on climate change.</span>\r\n\r\n<span style=\"font-weight: 400;\">Similarly,</span><a href=\"https://www.youtube.com/watch?v=3Ey5RcHzn24&ab_channel=DailyMaverick\"><span style=\"font-weight: 400;\"> a </span><i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\">-hosted seminar</span></a><span style=\"font-weight: 400;\">, also in August, facilitated by its illustrious environmental journalist, Kevin Bloom, on “Bottom-up responses to the Energy Crisis”, had no panellist with a climate change brief and there was no mention of climate change during the webinar.</span>\r\n\r\n<span style=\"font-weight: 400;\">Similarly exemplifying this omission of climate change was a </span><a href=\"https://www.engineeringnews.co.za/article/webinar---transport-2023-09-26\"><span style=\"font-weight: 400;\">webinar organised by the respected Creamer Media</span></a><span style=\"font-weight: 400;\"> on “Transport – How to deliver socioeconomic development through a stronger transport system”</span><i><span style=\"font-weight: 400;\">.</span></i>\r\n\r\n<span style=\"font-weight: 400;\">Occupying this back seat is not unusual for climate change. Making the pushback in Britain and the US even more disturbing is that the push has no substance to warrant a pushback against.</span>\r\n\r\n<span style=\"font-weight: 400;\">Aspirations for a safer – leave alone better – world obliges us to look more closely at what we are invariably invited to accept as an unstoppable transition to renewable energy. This issue was covered in</span><a href=\"https://www.dailymaverick.co.za/article/2023-09-19-social-ownership-of-renewable-energy-searching-for-the-deck-chairs-long-after-the-titanic-has-sunk\"> <span style=\"font-weight: 400;\">my September article</span></a><span style=\"font-weight: 400;\">, but is sufficiently important to merit a return, for the sheer urgency of the situation is being diluted.</span>\r\n<h4><b>Time and current realities challenge the presumed renewable energy transition</b></h4>\r\n<span style=\"font-weight: 400;\">Recent headlines such as “</span><a href=\"https://www.popsci.com/technology/solar-power-europe-heat\"><span style=\"font-weight: 400;\">Solar power helps keep Europe’s grid reliable in historic heat</span></a><span style=\"font-weight: 400;\">” set the general tone. According to a</span><a href=\"https://www.usatoday.com/story/tech/science/2022/03/03/wind-and-solar-power-producing-record-amount-u-s-electricity/9353259002/\"> <i><span style=\"font-weight: 400;\">USA Today</span></i></a><span style=\"font-weight: 400;\"> report from 2022, solar and wind installations grew at their fastest rate in US history. “Ten years ago that would have been unfathomable. Six years ago, people would have been incredulous,” according to Dan Whitten, vice-president for public affairs at the Solar Energy Industries Association.</span>\r\n\r\n<span style=\"font-weight: 400;\">The same optimism is to be found in South Africa. The Council for Scientific and Industrial Research (CSIR), the University of Cape Town’s Energy Systems Research Group, Meridian Economics and the Presidential Climate Commission</span><a href=\"https://www.businesslive.co.za/bd/opinion/2023-09-19-wikus-kruger-and-lena-kitzing-stop-debating-and-start-acting--renewables-are-the-way-out-of-the-energy-crisis\"> <span style=\"font-weight: 400;\">claim that</span></a><span style=\"font-weight: 400;\"> an energy-secure, least-cost power system of the future will be dominated by solar and wind energy.</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation/\"> <span style=\"font-weight: 400;\">The fourfold increase</span></a><span style=\"font-weight: 400;\"> in rooftop installations in just the four months between March and June 2023 would seem to be indicative.</span>\r\n\r\n<span style=\"font-weight: 400;\">The numbers from the US and South Africa are impressive – until they are put into perspective. The same</span><a href=\"https://www.usatoday.com/story/tech/science/2022/03/03/wind-and-solar-power-producing-record-amount-u-s-electricity/9353259002/\"> <i><span style=\"font-weight: 400;\">USA Today</span></i><span style=\"font-weight: 400;\"> report</span></a><span style=\"font-weight: 400;\"> tells us that combined solar and wind energy contributed only 13% of the US’s total energy demand. In South Africa, despite the growth of renewable energy (wind, rooftop solar PV and CSP or concentrated solar power), their combined contribution to the total energy mix in 2022</span><a href=\"https://www.csir.co.za/csir-releases-statistics-on-power-generation-south-africa-2022#:~:text=Coal%20still%20dominates%20the%20South,of%20the%20total%20energy%20mix.\"> <span style=\"font-weight: 400;\">was only 7.3%</span></a><span style=\"font-weight: 400;\">.</span>\r\n\r\n<span style=\"font-weight: 400;\">According to the authoritative</span><a href=\"https://www.energyinst.org/__data/assets/pdf_file/0004/1055542/EI_Stat_Review_PDF_single_3.pdf\"> <i><span style=\"font-weight: 400;\">Statistical Review of World Energy, 2023</span></i></a><span style=\"font-weight: 400;\">, renewables’ share of primary energy consumption reached 7.5% in 2022, an increase of nearly 1% over the previous year. However, fossil fuel consumption as a percentage of primary energy remained steady at 82%.</span>\r\n\r\n<a href=\"https://www.ft.com/content/07443afb-b935-492d-8711-8c47e4353c59\"><span style=\"font-weight: 400;\">The headline in the respected</span></a> <i><span style=\"font-weight: 400;\">Financial Times</span></i><span style=\"font-weight: 400;\"> tells of a similarly sobering fact: “</span><a href=\"https://www.ft.com/content/07443afb-b935-492d-8711-8c47e4353c59\"><span style=\"font-weight: 400;\">Renewable energy stocks hit hard by higher interest rates</span></a><span style=\"font-weight: 400;\">”. Adding that the “sector falls 20% in two months, with some wind turbine shares weighed down by contracts struck at unfavourable prices”, the article points out that this decline is despite tens of billions of dollars in tax credits, subsidies and loans being offered by governments to green energy companies in the US and Europe.</span>\r\n\r\n<span style=\"font-weight: 400;\">In a recent article written for the business community, “</span><a href=\"https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/\"><span style=\"font-weight: 400;\">Net zero will be harder than you think</span></a><span style=\"font-weight: 400;\">”, Michael Liebreich, senior contributor, </span><i><span style=\"font-weight: 400;\">BloombergNEF</span></i><span style=\"font-weight: 400;\"> (“a strategic research provider covering global commodity markets and the disruptive technologies driving the transition to a low-carbon economy”) offers what he calls “the Five Horsemen of the Transition”; “five reasons anyone hoping for rapid global decarbonisation is kidding themselves”. I urge reading the whole article but offer the following summary:</span>\r\n<h4><b>Horseman 1: Cost</b></h4>\r\n<span style=\"font-weight: 400;\">Three cost factors are involved.</span>\r\n\r\n<span style=\"font-weight: 400;\">First, getting to 90% of clean power should be affordable. The problem is that the last 10% could cost as much as the first 90%. But “as of today, we have neither the regulatory frameworks nor the political support to fund the solutions”, he details.</span>\r\n\r\n<span style=\"font-weight: 400;\">The second cost factor is the mistaken expectation that follows from the huge reductions in wind and solar costs. This has led to thinking that any clean technology, “given an initial boost, will storm to market dominance under its own economic steam”. However, as Liebreich explains, if left to the market, decarbonising the economy could take the rest of this century.</span>\r\n\r\n<span style=\"font-weight: 400;\">The third reason is the “mirage” of cheap wind, solar, batteries and EVs being realities in much of the world. Clean energy, Liebreich reminds us, is cheap provided only that there is access to cheap capital. While the cost of capital is cheap at 6% in the Global North, this is not the case in the Global South where it costs 15%.</span>\r\n\r\n<span style=\"font-weight: 400;\">According to the International Energy Agency (IEA), the transition in developing countries, excluding China, needs to increase from $770-billion to $2.8-trillion per year by the early 2030s to keep the world on track for 1.5°C. “Where is that money to come from?” he asks.</span>\r\n<h4><b>Horseman 2: The need for a much bigger grid</b></h4>\r\n<span style=\"font-weight: 400;\">The scale of the problem is highlighted by Europe which has wind and solar projects equivalent to 130% of all capacity installed to date waiting for grid connection. In the US, the current interconnection grid backlog is equivalent to 120% of the entire capacity of its current US power-generation system.</span>\r\n\r\n<span style=\"font-weight: 400;\">“The scale of the challenge is almost inconceivable,” he says. The May 2023 estimate of the UK’s National Grid means that meeting the government’s 2035 net-zero power target would need building five times more transmission lines by 2030 than it had built over the past three decades.</span>\r\n\r\n<span style=\"font-weight: 400;\">The same issues face any country, he says, that attempts to meet the net-zero commitments made at COP26 in Glasgow.</span>\r\n<h4><b>Horseman 3: The material world</b></h4>\r\n<span style=\"font-weight: 400;\">Overall, </span><i><span style=\"font-weight: 400;\">BloombergNEF </span></i><span style=\"font-weight: 400;\">estimates in its Net Zero Scenario that </span><a href=\"https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions\"><span style=\"font-weight: 400;\">the energy sector will use five times more minerals by 2040</span></a><span style=\"font-weight: 400;\"> than it does today. Electric vehicles use six times more minerals than internal combustion vehicles; renewable and nuclear power between three and 12 times as much as fossil power; enormous amounts of copper and aluminium will be needed to build out the grid. </span>\r\n\r\n<span style=\"font-weight: 400;\">Investment in the mining sector has doubled over the past two years, but even if all the projects on the drawing boards could enter production by 2030, according to the IEA, that would still deliver just 75% of the minerals required to keep the world on a 1.5°C pathway. The average new mine has been taking no fewer than 16 years to get from resource characterisation to production. That can most likely be accelerated, but, Liebreich asks, at what risk to the environment and social justice?</span>\r\n<h4><b>Horseman 4: Politics</b></h4>\r\n<span style=\"font-weight: 400;\">This refers to fragility of support for the transition, which has already been covered above.</span>\r\n<h4><b>Horseman 5: Corruption, predatory delay and regulatory capture</b></h4>\r\n<span style=\"font-weight: 400;\">We are already all too familiar with corruption.</span>\r\n\r\n<span style=\"font-weight: 400;\">Predatory delay refers to “the sort of underhand campaigns by fossil fuel interests to slow down the transition”. And they appear to be winning hands down. Last year the Global Fossil Fuel Registry found that countries around the world are planning to produce more than twice the amount of fossil fuels in 2030 than would be consistent with 1.5°C of global warming.</span>\r\n<blockquote>We must ask just how just is the Just Transition that leaves behind the majority of the population, and does so at an accelerating rate?</blockquote>\r\n<span style=\"font-weight: 400;\">Departing from Liebreich’s text, in the interest of time,</span><a href=\"https://www.investopedia.com/terms/r/regulatory-capture.asp#:~:text=Regulatory%20capture%20is%20an%20economic%20theory%20that%20regulatory%20agencies%20may,is%20supposed%20to%20be%20regulating.\"> <span style=\"font-weight: 400;\">a standard definition</span></a><span style=\"font-weight: 400;\"> of the widespread practice of “regulatory capture” should suffice.</span>\r\n\r\n<span style=\"font-weight: 400;\">“Regulatory capture” says regulatory agencies may come to be dominated by the industries or interests they are charged with regulating. The result is that an agency, charged with acting in the public interest, instead acts in ways that benefit the incumbent firms it is supposed to be regulating.</span>\r\n\r\n<i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\"> opinionista Peter Willis is not without evidence that climate change – being, in his view, a problem without a solution – is a “</span><a href=\"https://www.dailymaverick.co.za/opinionista/2023-11-23-its-time-to-face-a-future-of-global-heating-and-focus-our-energy-on-adaptation\"><span style=\"font-weight: 400;\">predicament, like death, which, for all our reluctance, we have to come to terms with</span></a><span style=\"font-weight: 400;\">”.</span>\r\n\r\n<span style=\"font-weight: 400;\">I differ with Willis on his premise that there is no solution. Indeed, the remaining three parts of this series explains why. </span>\r\n<h4><b>Who pays for the supposedly just transition?</b></h4>\r\n<span style=\"font-weight: 400;\">We all know that we’re the world’s most unequal country, but do we know that the inequality is getting steadily worse? Do we know that South Africa’s Gini coefficient for wealth has risen from 80.4 in 2000 to 88.8 in 2022,</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-16-south-africas-wealth-inequality-has-increased-markedly-over-past-two-decades-ubs\"> <span style=\"font-weight: 400;\">according to the UBS Global Wealth Report</span></a><span style=\"font-weight: 400;\"> for 2023?</span>\r\n\r\n<span style=\"font-weight: 400;\">From the same report we learn that at the end of 2022, 1% of South Africa’s population accounted for 42.2% of the country’s wealth, while 90% accounted for 19.1%.</span>\r\n\r\n<span style=\"font-weight: 400;\">Another measure of our inequality is that,</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-16-south-africas-wealth-inequality-has-increased-markedly-over-past-two-decades-ubs\"> <span style=\"font-weight: 400;\">according to Statistics South Africa</span></a><span style=\"font-weight: 400;\">, our average salary is as high as R25,304 a month or roughly R300,000 a year. Yet, two-thirds of our registered taxpayers live on R150,000 or less, with people aged below 65 years being exempt from tax if they earn less than R91,250, and less than R141,250 for the 65-to-74 age bracket.</span>\r\n\r\n<span style=\"font-weight: 400;\">Then we must ask just how just is the Just Transition that leaves behind the majority of the population, and does so at an accelerating rate? The load shedding-induced stampede to rooftop solar is the most immediate solution. Rooftop solar increased</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation\"> <span style=\"font-weight: 400;\">four times in the four months</span></a><span style=\"font-weight: 400;\"> between March and June 2023. The downside of this success is the breaking of the previously uniting national grid.</span>\r\n\r\n<span style=\"font-weight: 400;\">“As it breaks up”,</span><a href=\"https://www.dailymaverick.co.za/article/2023-08-22-massive-bottom-up-response-to-the-power-crisis-sees-spike-in-private-energy-generation\"> <span style=\"font-weight: 400;\">notes Mark Swilling</span></a><span style=\"font-weight: 400;\">, “so too does the promise of affordable energy for all. Like the rise of private security, private education and private healthcare in response to inadequate policing, public education and public healthcare, so too are we witnessing the rise of private energy for those who can afford to reduce their dependence on the national publicly owned grid. This is not a recipe for a just transition.”</span>\r\n\r\n<span style=\"font-weight: 400;\">As is always the case, it is the poor who pay, no matter the particularities of the economic crises of the moment. It should therefore come as no surprise that the top 10% of income earners in South Africa contributed between four and five times more greenhouse gas emissions than the bottom 40%.</span>\r\n\r\n<span style=\"font-weight: 400;\">An expression of this injustice is the knock-on effect of the wealthy moving to their own micro-grids, which leaves municipalities less able to provide for the poor. Municipalities are beginning to feel the pinch.</span>\r\n\r\n<span style=\"font-weight: 400;\">Criticisms of the municipal funding model aside, municipalities depend on the revenue from electricity sales to wealthier residents to subsidise services provided to the impoverished majority. This lost revenue not only hampers the ability of already cash-strapped municipalities to deliver basic services, but also puts an additional strain on Eskom itself.</span>\r\n\r\n<span style=\"font-weight: 400;\">Eskom receives only a fraction of the revenue it would receive if municipalities provided the free electricity to their poor. But only a fraction of the state-provided funds to pay in full for the derisory amount of what it calls “free basic electricity” goes to Eskom, the supplier of the electricity. Municipalities use the bulk of the revenue they receive for other purposes, as explained in “</span><a href=\"https://www.businesslive.co.za/bd/national/2023-08-07-free-electricity-programme-fails-to-reach-most-poor-households\"><span style=\"font-weight: 400;\">Free electricity programme fails to reach most poor households</span></a><span style=\"font-weight: 400;\">”.</span>\r\n<h4><b>An introduction to Part 2</b></h4>\r\n<span style=\"font-weight: 400;\">Part 2 will examine a further eight commonly – but mistakenly, in my view – held ideas used to explain why we all agree that we are in a mess. Climate change and Eskom just exemplify this mess, for most people. Parts 3 and 4 will provide the outlines of what I see as a full diagnosis.</span>\r\n\r\n<span style=\"font-weight: 400;\">A full diagnosis of a condition is no guarantee of its cure. But no cure is guaranteed without an adequate diagnosis of a serious condition.</span>\r\n\r\n<span style=\"font-weight: 400;\">I thus leave you with Kevin Bloom’s words of realisable hope in an email to </span><i><span style=\"font-weight: 400;\">Daily Maverick</span></i><span style=\"font-weight: 400;\"> Insiders on 3 September 2023: “We are going to find our way through. But we need to know how dark the darkness can actually get before we can find our way to the light.” </span><b>DM</b>\r\n\r\n<i><span style=\"font-weight: 400;\">Jeff Rudin works at the Alternative Information & Development Centre (AIDC).</span></i>\r\n\r\nhttps://www.youtube.com/watch?v=REeWvTRUpMk",
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"summary": "One of the certainties arising from scientific reports is that, at best, there is little prospect of restricting global warming to the maximum 1.5°C, to which the nations of the world committed in Paris in 2015. This is Part 1 of a four-part series.",
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