Rhinocrisy

Last night I had the pleasure^* of attending a lecture by Richard Heinberg, a professor at New College of California who has spent the past couple decades figuring out how to transition the world off of oil addiction. He has watched opportunities come and go.^÷

• In the early 1980s, the United States could have taken up conservation as a national mission, which would have leveled out the “peak” in peak oil. It would have taken about 25 years — that is, until about now — for the changes to percolate through the economy, with cities growing ever more walkable, vehicles ever more efficient, our economy ever less dependent on far-off suppliers, and our buildings ever more comfortable even without compressor air-conditioning. Instead, according to Heinberg, Reagan and Bush convinced the Saudis to flood the world market with oil so as to cut out the Soviets’ primary source of foreign exchange. And in every way possible, we made our lives more dependent on oil, rather than less.
• In 1991, after Iraq took over Kuwait, the U.S. could have taken the opportunity to support energy conservation and tell the spooky Saudi royals to deal with their border problems on their own. Instead, we took the opportunity to establish semi-permanent bases in a country that is also the capital of a religion our leaders pointedly misunderstood.
• In the 1990s, Al Gore suggested a carbon tax. If it had gradually driven oil prices up to their current levels, the result would have been more conservation, a more gradual and bearable oil peak, and plenty of money for public investment in the transition. Instead, we got Newt Gingrich, followed quickly by a five-year investigation of a $100,000 land deal in Arkansas and an impeachment trial. Which was, at least, more entertaining than a carbon tax.
• In 2000, Al Gore ran for president. Sort of.
• In 2001, after right-wing religious nuts decided to avenge the permanent bases in Saudi Arabia and the ongoing bombing of Iraq by blowing shit up in the USA, and everyone in the U.S. was asking, what can I do to help, the president could have taken the opportunity to ask for shared sacrifice and encourage people to conserve energy. Hell, he could have asked people to all move to communes in Tibet and they would have. He said to give blood and suddenly the Red Cross was turning people away. So he seized the moment to push for, you know, repeal of the estate tax, the endangered species act, and Social Security. In any case, it sure is shared sacrifice!

Following a history like this, a weaker man might have grown discouraged and taken to more fruitful pursuits — like attempting to punch holes through a brick wall with his forehead — but Prof. Heinberg is an eternal hope machine. He has come up with an idea called the oil depletion protocol. It’s a bit complicated and to tell the truth I wasn’t paying much attention by the time he got to it, but the short version is that countries that currently import oil all need to get together and agree to import 2% less every year from now on. That could even out the peak, prevent developing nations from developing in an oil-dependent manner, and prevent perpetual oil war. Kind of like the Montreal Protocol, only instead of air-conditioner refrigerant, we’d be phasing out the lifeblood of the global economy.

It’s a nice idea until you think about it. An astute audience member asked, “So this protocol requires that countries all give an accurate assessment of their current reserves. And an accurate portrayal of their current imports. And then to reduce their imports in the name of some international common good.” “Right,” said Heinman. She looked as convinced as if she had just been told that most Americans worship a flying spaghetti monster. “What are the chances of that happening?” she asked. “I don’t know,” he said. “But it’s the only way out that I can see.”

I agree. It’s the only way out that I’ve heard, other than this rather gloomy collection of thoughts. And at this point, we are so deep in the cave that the only way out appears way too high overhead. I feel like we as a civilization are about to be in the position of the injured climber in IntoTouching the Void. We are about to cut our own rope and go down into the crevasse of darkness and misery because it is the only direction left.

Or at least that’s the conclusion if we are indeed near peak oil and the U.S. Dept. of Energy report on transitioning off oil is correct. Here’s their report, yet to be officially released, but somehow leaked out onto the web. I hope it’s for real, though we can’t be sure. In any case, check out the pdf of The Hirsch Report:

…Mitigation will require an intense effort over decades. This inescapable conclusion is based on the time required to replace vast numbers of liquid fuel consuming vehicles and the time required to build a substantial number of substitute fuel production facilities. Our scenarios analysis shows:

• Waiting until world oil production peaks before taking crash program action would leave the world with a significant liquid fuel deficit for more than two decades.
• Initiating a mitigation crash program 10 years before world oil peaking helps considerably but still leaves a liquid fuels shortfall roughly a decade after the time that oil would have peaked.
• Initiating a mitigation crash program 20 years before peaking appears to offer the possibility of avoiding a world liquid fuels shortfall for the forecast period. The obvious conclusion from this analysis is that with adequate, timely mitigation, the economic costs to the world can be minimized. If mitigation were to be too little, too late, world supply/demand balance will be achieved through massive demand destruction (shortages), which would translate to significant economic hardship. There will be no quick fixes. Even crash programs will require more than a decade to yield substantial relief.

^*The pleasure mostly came from my conversation with the lovely and brilliant Saheli*, whose musings occasionally grace our comments. Hooray for meeting a blogmate in person! It’s a first for me. And no wonder, since I’m not a person, but a burrowing creature who lives under the earth.

^÷I made up this list of missed opportunities. His is probably much, much longer.

Now that God has sent another righteous hurricane to wipe out all those faggots and communists in Houston, Texas, we can all relax. For a moment I was a little worried that all that faggot communism would start spreading like an evil cancer, and I would soon be forced to have egalitarian butt-sex with another man, but no longer. Now I can worry about OTHER scary things.

For example, U.S. refining capacity. Most oil refining is done just-in-time and physically proximal to market. This is because gas laws differ all over the place, and it simply makes sense to produce gasoline of a certain kind where it’s going to be used. It also makes sense not to have 50% spare capacity just sitting around unused all the time - why waste all that money running factories when you don’t have to?

Let’s consult our friends at the EIA. According to them, U.S. refining capacity utilization runs at about 90%. That is, we refine about 15 Mbd of crude, and we’re capable of refining just under 17 Mbd. That’s peachy! Good thing nothing bad is about to happen.

Also, you’ll be delighted to read this:

As with most aspects of the U.S. oil industry, the Gulf Coast is by far the leader in refinery capacity, with more than twice the crude oil distillation capacity as any other United States region. (The difference is even greater for downstream processing capacity, because the Gulf Coast has the highest concentration of sophisticated facilities in the world.) As discussed in the section on Trade, the Gulf Coast is the nation’s leading supplier in refined products as in crude oil. It ships refined product to both the East Coast (supplying more than half of that region’s needs for light products like gasoline, heating oil, diesel, and jet fuel) and to the Midwest (supplying more than 20 percent of the region’s light product consumption.)

Fuck, yeah! Say, you don’t think this could have anything to do with the several recent airline bankruptcies, do you?

Let’s do some quick, bad math: U.S. gasoline stocks usually run at about 90 million barrels. Consumption is 9 million barrels a day. Let’s say that the Gulf Coast has 45% of the refining capacity in the U.S., which normally fills 9 Mbd of gasoline. This means that if the Gulf Coast refining is knocked out for 22 days as a result of Hurricane Rita, U.S. gasoline stocks will be totally depleted.

This is obviously hyperbolic, of course, since we can actually import gas, and consumption is probably going to drop like a stone over the next month. But $5 for a gallon of gas doesn’t seem that hyperbolic at all.

Apparently, it’s Lurker Day, where all you readers who never leave comments must announce yourselves and EXPLAIN WHY YOU NEVER LEAVE COMMENTS. I mean - explain what keeps you reading this blog. Hole in the head? Secret crush? Some sort of compulsive disorder? You live with one of the authors? That sort of thing.

UPDATE: Ah, crap. Apparently YESTERDAY was Lurker Day. So, I guess I should add to that list: you like to feel ahead of the game, comparatively.