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Energy Research and Policy Ernest J. Moniz Cecil and Ida Green Professor Of Physics Energy Research and Policy Ernest J. Moniz Cecil and Ida Green Professor Of Physics and Engineering Systems Co-Director, Laboratory for Energy and the Environment May 10, 2006

Perfect Storm of Energy Challenges • Energy supply and demand e. g. projected doubling Perfect Storm of Energy Challenges • Energy supply and demand e. g. projected doubling of energy use and tripling of electricity use by 2050 in business as usual • Energy and security e. g. geological and geopolitical realities of oil supply • Energy and environment e. g. greenhouse gas emissions and climate change

 • Future scenarios highly uncertain on mid-century time scale • 50 -year time • Future scenarios highly uncertain on mid-century time scale • 50 -year time scale characteristic of significant change in energy infrastructure, of greenhouse gas concentrations approaching twice pre-industrial, … • Multiple uncertainties • Resource availability? -fossil fuels, land for renewables, … • Science and technology advances? -technology breakthroughs, climate change impacts • Geopolitical considerations? -Middle East, climate protocol participation, …

US Energy Supply Since 1850 Author: Koonin Source: EIA US Energy Supply Since 1850 Author: Koonin Source: EIA

Global Primary Energy Demand BAU, Ref. Gas Price, Limited Nuclear Source: EPPA Global Primary Energy Demand BAU, Ref. Gas Price, Limited Nuclear Source: EPPA

Primary Energy Use Person Primary Energy Use Person

Annual Per Capita Electricity Use (k. Wh) Source: S. Benka, Physics Today, April, 2002 Annual Per Capita Electricity Use (k. Wh) Source: S. Benka, Physics Today, April, 2002

Energy and Security • Oil (and natural gas) adequate and reliable supply • Vulnerability Energy and Security • Oil (and natural gas) adequate and reliable supply • Vulnerability of extended energy delivery systems • Nuclear weapons proliferation facilitated by worldwide nuclear power expansion • Dislocation from environmental impacts, such as from climate change

% World Oil/Gas/Coal Reserves By Region: Geopolitical Issues In Focus North America 36 27 % World Oil/Gas/Coal Reserves By Region: Geopolitical Issues In Focus North America 36 27 18 W. Europe 5 7 57 26 3 36 Eastern Europe 30 9 3 8 8 4 2 C. /S. America Coal Middle East Asia & Oceania 6 8 6 Africa Gas Oil Source: EIA, International Energy Outlook, 2002

Oil And Energy Security • Core Issue: inelasticity of transportation fuels market, together with Oil And Energy Security • Core Issue: inelasticity of transportation fuels market, together with geographical and geophysical realities of oil • Addressing sudden disruptions • Strategic reserves • Well-functioning markets • Increasing and diversifying supplies • Enhanced production from existing fields • Arctic E&P • “Unconventional” oil (tar sands, …) • Weakening the “addiction” • Very efficient vehicles • Alternative fuels (coal, NG, biomass) • New transportation paradigm (electricity as “fuel”? H 2? )

Global Carbon Cycle (IPCC/EIA) All Entries in Billion Metric Tons ATMOSPHERE 750 60. 0 Global Carbon Cycle (IPCC/EIA) All Entries in Billion Metric Tons ATMOSPHERE 750 60. 0 61. 3 1. 6 Changing Land-Use 5. 5 0. 5 90 92 FOSSIL FUEL COMBUSTION VEGETATION & SOILS 2, 190 OCEAN 40, 000

US Carbon Dioxide Emissions (EIA BAU) Millions of Tonnes - Carbon RESIDENTIAL+ COMMERCIAL INDUSTRIAL US Carbon Dioxide Emissions (EIA BAU) Millions of Tonnes - Carbon RESIDENTIAL+ COMMERCIAL INDUSTRIAL 2005 2025 Petroleum 43 48 119 142 526 743 688 933 Natural Gas 120 149 122 150 10 14 252 313 3 3 55 47 0 0 58 49 Electricity 458 675 182 223 4 6 644 904 TOTAL 624 875 478 562 541 763 1643 2199 Coal 1. 7%/yr 0. 8%/yr TRANSPORTATION 1. 7%/yr TOTAL 1. 5%/yr

Climate Change Technology/Policy Pathways • Efficiency • Low carbon or “carbon-less” technologies/fuels • Fuel Climate Change Technology/Policy Pathways • Efficiency • Low carbon or “carbon-less” technologies/fuels • Fuel switching, e. g. , coal to natural gas • Nuclear power (fission, possibly fusion in long term) • Renewables (wind, geothermal, solar, …) Note: scale matters • Carbon dioxide capture and sequestration

The EPPA model can be used to study how world energy markets would adapt The EPPA model can be used to study how world energy markets would adapt to a carbon policy change. In the EPPA world, a significant (but not exorbitant? ) CO 2 tax leads to emissions stabilization by mid-century. However, the time to stabilization and the scale of emissions are quite dependent on the “tax profile. ”

 • If developing economies do not adopt a carbon charge, emissions cannot be • If developing economies do not adopt a carbon charge, emissions cannot be stabilized by mid-century. • If developing economies adopt a carbon charge but lag behind developed economies in doing so, stabilization of emissions is possible, although achieved later and at a higher level. • For example, a 10 year lag increases cumulative emissions to midcentury by less than 10%.

Science and Technology for a Clean Energy Future • Renewable technologies (wind, solar, geothermal, Science and Technology for a Clean Energy Future • Renewable technologies (wind, solar, geothermal, waves, biofuels) • Electrochemical energy storage and conversion • Core enabling science and technology (superconducting and cryogenic components, nanotechnology and materials, transport phenomena, …) • Nuclear fusion

Improving Today’s Energy Systems • Advanced nuclear reactors and fuel cycles that address cost, Improving Today’s Energy Systems • Advanced nuclear reactors and fuel cycles that address cost, safety, waste, and nonproliferation objectives • Affordable supply of fossil-derived fuels (oil, natural gas, coal) from both conventional and unconventional sources and processes • Key enablers such as carbon sequestration • Thermal conversion and utilization for dramatically enhanced energy efficiency, including in industrial uses • Enhanced reliability, robustness and resiliency of energy delivery networks • System integration in energy supply, delivery, and use • Learning from the past and understanding current public attitudes towards energy systems • Understanding and facilitating the energy technology innovation process • In-depth integrative energy and technology policy studies that draw on faculty across the campus

Energy Systems For a Rapidly Evolving World • Science and policy of climate change Energy Systems For a Rapidly Evolving World • Science and policy of climate change • Advanced efficient building technologies • Advanced transportation systems, from novel technologies and new fuels, to systems design including passenger and freight networks • “Giga-city” design and development, particularly in the developing world