別急著捧綠色能源 看看特朗普背棄巴黎氣候協(xié)定的真正原因
巴黎協(xié)定的擁護(hù)者預(yù)計(jì),盡管美國(guó)總統(tǒng)特朗普決定退出,變革仍會(huì)繼續(xù),大量新興低碳能源技術(shù)會(huì)將石油、天然氣和煤炭之類傳統(tǒng)碳?xì)浠衔镖s進(jìn)歷史的垃圾箱。要迎接能源業(yè)的嶄新未來,我們需要合適的“動(dòng)力”,巴黎協(xié)定正是這個(gè)作用:要實(shí)現(xiàn)理想中的降低碳排放目標(biāo),唯一的途徑是替換碳?xì)浠衔铩?/p> 實(shí)際上,所謂的大量選擇不過三種:生物燃料、風(fēng)力發(fā)電和太陽(yáng)能電池。一些環(huán)保人士將核能也納入其中。這些都不是什么新發(fā)現(xiàn):世界上第一次核裂變反應(yīng)是在1939年,第一塊光伏電池于1954年問世,風(fēng)力發(fā)電機(jī)的歷史可以追溯到中世紀(jì),至于生物燃料的主要元素乙醇,人類在有史料記錄以前就會(huì)合成。 巴黎協(xié)定的支持者認(rèn)為,只要政府制定宏偉的計(jì)劃,就能坐等能源科技重復(fù)“摩爾定律”,像計(jì)算機(jī)領(lǐng)域一樣(摩爾定律是指,芯片的處理能力每?jī)赡攴槐叮?上麄円?,能源業(yè)發(fā)展不會(huì)如他們所愿。 人類利用燃料可不是把幾個(gè)人送上月球,更像是把全體地球人遷往月球,還得定居下來。擺脫重力實(shí)現(xiàn)太空移民的耗資簡(jiǎn)直無法計(jì)算。但如今專家們大贊硅谷綠色能源企業(yè),認(rèn)為其意義堪比顛覆傳統(tǒng)固話的手機(jī),以及顛覆傳統(tǒng)出租車行業(yè)的優(yōu)步。 遺憾的是,大規(guī)模生產(chǎn)能源和產(chǎn)生信息的發(fā)展趨勢(shì)截然相反。以飛機(jī)為例。如果能源業(yè)發(fā)展也遵循摩爾定律,如今一輛滿載的波音777從紐約飛到日本應(yīng)該只用消耗一只蒼蠅重的燃料。工程師和數(shù)學(xué)家可以在字節(jié)上做文章,讓計(jì)算機(jī)運(yùn)行速度更快,所占空間更小。可人類或者現(xiàn)實(shí)世界的物體只在科幻小說里才能任意縮小。 過去十年,技術(shù)進(jìn)步大幅降低了太陽(yáng)能和風(fēng)能的成本。即使美國(guó)政府提供超過千億美元補(bǔ)貼扶持,風(fēng)能和太陽(yáng)能的產(chǎn)量十年間也只增加了十倍,分別僅占在全美能源總量的0.3%和0.2%。 還記得生物燃料么?十年前硅谷傳奇人物維諾德?科斯拉曾預(yù)計(jì): “未來25年,所有汽油都能被替代?!比缃?,美國(guó)40%的玉米作物都用于煉制乙醇汽油,卻僅能供應(yīng)全國(guó)約5%的交通運(yùn)輸。不論是在美國(guó)還是其他國(guó)家,沒人再提起類似預(yù)測(cè)。 但還有人固執(zhí)地認(rèn)為,多投入資金,多提供補(bǔ)貼和撥款、多給稅收優(yōu)惠政策或者推行嚴(yán)格的排放標(biāo)準(zhǔn),就會(huì)讓太陽(yáng)能和風(fēng)能的成本再便宜十倍。技術(shù)是會(huì)逐漸進(jìn)步,但也總有極限。每次燃油效率才提高幾個(gè)百分點(diǎn),飛機(jī)渦輪制造商都要拿出來吹噓一番,正是因?yàn)楝F(xiàn)在的機(jī)械已經(jīng)接近熱能轉(zhuǎn)化為動(dòng)能的熱力學(xué)極限。 太陽(yáng)能發(fā)電板和風(fēng)力渦輪發(fā)電機(jī)也是同樣處境。這兩類產(chǎn)品的核心技術(shù)已經(jīng)沒有重大提升的空間,所以回報(bào)都在遞減。(幾百年前生物燃料就有過類似經(jīng)歷)。生物燃料生產(chǎn)的基本要素——混凝土、鋼鐵、玻璃鋼、硅、電線和玻璃早已實(shí)現(xiàn)大規(guī)模量產(chǎn),所以沒什么規(guī)模效益可挖掘。 假如我們希望能源業(yè)來一場(chǎng)不同以往的革命,需要的是物理學(xué)領(lǐng)域新發(fā)現(xiàn)。而且只能寄望于基礎(chǔ)研究突破,不能再靠補(bǔ)貼陳舊的技術(shù)自欺欺人。 當(dāng)前,全世界將近80億人口,經(jīng)濟(jì)體量也已達(dá)80萬(wàn)億美元,碳?xì)浠衔锬茉吹墓?yīng)量超過80%,全球98%的交通都要靠石油燃料。巴黎協(xié)定改變不了現(xiàn)狀,美國(guó)參不參與都一樣,只有物理學(xué)革新才能真正實(shí)現(xiàn)改變。而理論科學(xué)進(jìn)步需要的條件跟各國(guó)簽署協(xié)定之類完全兩碼事?;蛟S是該靜下心追求真正的科學(xué)了。(財(cái)富中文網(wǎng)) 本文作者馬克?米爾斯是美國(guó)智庫(kù)曼哈頓政策研究研究所高級(jí)研究員。 譯者:Charlie |
Paris advocates assert that, despite President Donald Trump’s decision to pull out of the agreement, we face an inevitable transition to a multitude of new low-carbon energy technologies that will consign hydrocarbons—oil, natural gas, and coal—to history’s dust heap. All we need to birth the new energy future are the right “incentives,” which Paris provides: The only way to meet aspirational carbon emissions reductions is to replace hydrocarbons. This so-called multitude of options actually distills to just three things: biofuels, windmills, and solar panels. Some environmentalists include nuclear fission as well. There’s no new physics here: The first fission reaction was in 1939, the first photovoltaic cell was created in 1954, windmills date to the Middle Ages, and making alcohol (the dominant biofuel) predates recorded history. But, say Paris supporters, all we need are moonshot government programs to see energy tech emulate the “Moore’s Law” progress that happened in computing (the doubling in computer power every two years). Yet to their inconvenience, the physics of energy won’t cooperate. Fueling humanity is not like putting a few people on the moon. It’s like putting everybody on Earth on the moon—permanently. No amount of money obviates the costs of fighting gravity. But pundits in awe of Silicon Valley’s prowess analogize today’s green energy companies to the disruption of landline phone businesses after the advent of cell phones or the disruption of taxis by Uber. Unfortunately, the physics of energy production scales in exactly the opposite direction of the physics of information production. If aircraft, for example, followed Moore’s Law, a loaded Boeing 777 could reach Japan from New York by burning a housefly’s weight in fuel. Engineers and mathematicians can trick bytes to go faster and slip into ever smaller spaces, but only in science fiction are similar tricks possible with physical objects or humans. Better technology has brought solar and wind costs down dramatically in the past decade. And, fueled by over $100 billion in subsidies, while wind and solar have increased 10-fold over a decade, they still supply, respectively, just 0.3% and 2% of America’s energy. Remember biofuels? Ten years ago Silicon Valley legend Vinod Khosla famously predicted that with biofuels there is "no doubt that 100% of our gasoline use can be displaced in the next 25 years." Now, despite 40% of America’s corn crop used distilled into alcohol, that supplies barely 5% of U.S. transportation. No one expects America or the world to get anywhere close to Khosla’s forecast. But there is a stubborn idea that more money—subsidies, tax incentives, grants, or enforced standards—will make solar and wind 10 times cheaper yet again. While all technologies get better over time, they also approach physics’ limits eventually. Aircraft turbine manufacturers brag about single-digit percentage gains in fuel efficiency precisely because those machines are near thermodynamic limits in converting heat to thrust. Solar cells and wind turbines are now in the same boat. There are no game-changing advances left in the core technologies; both are now on the curve of diminishing returns. (Biofuels crossed that Rubicon centuries ago.) Nor are there big gains in economies of scale for the underlying components—concrete, steel, fiberglass, silicon, wires, and glass are all already in mass production. If we want a different energy revolution, we’ll need new discoveries in the physical sciences. That can only emerge from basic research, not from more subsidies for yesterday’s technologies. Meanwhile, the world’s nearly 8 billion people and $80 trillion economy depend on hydrocarbons to supply over 80% of global energy; oil fuels 98% of transportation. Meaningful changes to this status quo won’t come from the Paris agreement with or without the U.S., unless there’s a revolution in physics. And the latter will require very different priorities. Perhaps it’s time to chase real science. Mark Mills is a senior fellow at the Manhattan Institute. |