Welcome To Post-Apocalyptic Climate Policy

In the past weeks I’ve noticed some important events that characterize a common underlying trend:

• The chief executive of BMW announced that the company would not cut a single job as it transitions to producing only electric vehicles;

• The government of India announced that it would build 10 new nuclear power plants in “fleet mode,” with a goal of 5 years from start to finish;

• In the U.S., some states and public utilities are making the case for siting modular nuclear reactors at former coal power plants;

• Also in the United States, President Biden announced that he was going back on his 2020 campaign pledge to ban oil and gas drilling on federal lands and will now open additional lands for fossil fuel drilling.

What do these seemingly disparate events around the world have in common? Two things, both important. [bold, links added]

First, they are individual data points reflecting that a global energy transition is well underway and that it is set to continue.

And second, carbon-free energy technologies of production and consumption are increasing their role in the global economy, but when they are not deploying fast enough — leading to geopolitical or economic consequences — then fossil fuels will quickly fill that gap.

It’s like an iron law.

If these are but a few data points, a full pointillist painting can be envisioned in the form of various approaches to modeling the evolution of the global energy system.

In the Tweet below, Zeke Hausfather — a climate scientist who works for Stripe, a company seeking to capture and store carbon dioxide from the atmosphere — has usefully summarized a large and growing recent literature on climate projections to 2100.

These recent projections are based on updated estimates of where the global energy system is currently and appears to be headed based on current and pledged policies.

In the figure, which presents the recent studies by date of publication, you can easily see a downward trend with a central tendency projection of global temperatures in 2100 decreasing from almost 3C in 2100 to less than 2C.

It wasn’t so long ago that this central tendency was thought to be >3 C, and many, not least the IPCC, believed that such “business as usual” trajectories had us heading for even 4C or 5C.

For readers of this newsletter, it won’t be a surprise to learn of the good news that perceptions have changed of the likelihood of the chances of such extreme futures. Even the IPCC has come around to this view.

In our @Nature News and Views piece, we put this new paper in the context of an explosion of literature on current policy, 2030 NDC, and net-zero commitment outcomes that has been published over the past few years. pic.twitter.com/nHLLrfJchE

— Zeke Hausfather (@hausfath) April 13, 2022

While not everyone is ready to accept the recent good news on climate, the fact is the world has now moved into what might be called a “post-apocalyptic climate policy” — that is, a climate policy that is predicated not on millenarian expectations for the end of times, but one that is grounded more realistically and pragmatically in first how to maintain, and second how to accelerate the positive energy system trends now underway.

Of course, a change in perspective can be difficult to accept. We have already seen a range of reactionary reactions to our newly understood need for a post-apocalyptic climate policy.

I’ve observed a few:

Apocalypse maintenance. Letting go of the end of times as the focus of climate advocacy will be difficult for those who have built careers, politics, and personalities upon it.

Some hold on to the possibility of an apocalypse by emphasizing the uncertainty of the future (merchants of doubt?), such as with respect to future rates of emissions.

Watch out for those who claim that apocalyptic futures cannot be “ruled out” without first telling you what it even means to “rule out” certain futures.

While few now believe that apocalyptic futures are where we are headed, keeping apocalyptic futures as seemingly plausible and in play is a common rhetorical tactic that distracts from more meaningful policy discussions focused on far more likely futures.

Moving the goalposts. Another strategy for keeping the apocalypse alive is simply to redefine when the apocalypse is expected to occur.

When a warming of 4C or 5C was being promoted as a “business as usual” future, futures with 2 to 3C warming were highlighted as examples of policy success.

We can see a clear example of this exact framing in the most recent U.S. National Climate Assessment, which presented an extreme climate scenario (called RCP8.5) as a policy failure, with as much as 5.5C warming by 2100.

The NCA identified a so-called “mitigation scenario” (called RCP4.5) and presented it as a policy success, even though this scenario was projected to “more likely than not” exceed 2C.

Today, with current policies and pledges pointing toward the lower end of a 2C to 3C future (or even less), the threshold for an apocalypse has in parallel been defined down. For some, a catastrophic future now occurs at 3C and some are even promoting 2C or even 1.5C as the threshold of catastrophe.

For instance, just last month after the release of the latest IPCC report, UN Secretary-General António Guterres defined the threshold of catastrophe as 2C: “If we continue with more of the same, we can kiss 1.5 goodbye. Even 2 degrees may be out of reach. And that would be catastrophe.”

Catastrophe is not what it used to be.

Rooting for policy failure. A third approach to keeping the idea of a future apocalypse alive involves rooting for (or at least promoting) the idea of future policy failure.

Of course projections of hopeful climate futures, conditioned on future policy implementation, are based on an assumption that those future policies will need to be implemented.

That is the very nature of scenarios — they help us to understand what we might do to achieve policy goals. But of course, such conditionality has always been the case with scenarios.

For instance, the most extreme climate scenarios used to support the notion of a climate apocalypse (such as RCP8.5) were also conditioned on policy implementation — in that case, the assumption that policymakers will intentionally seek to convert all of the world energy to coal.

That was never going to happen and continued decarbonization of the global economy looks far more likely.

So instead of dwelling on the apocalypse, what should we be doing instead? I have three suggestions.

First, we have to move beyond the rhetoric of climate catastrophe. Whatever use it may have served in the past, such rhetoric is now a liability.

As time goes by and the threshold of catastrophe is defined down, catastrophists are setting the stage for their own delegitimization.

The world is currently at about 1.2C. If 1.5C is the threshold for catastrophe, then we are presently not far away in time when such futures will collide with the real world.

Because the IPCC does not actually project apocalyptic futures at 1.5C (or even 2C), when people wake up one day and learn that the scheduled apocalypse did not come to pass, they may start asking some questions.

Future climate change poses serious risks, of course, and society manages all manner of risks in global issues — pandemics, geopolitics, agriculture, population, etc. — without turning them into unhelpful millenarian caricatures. Climate change is far too important to be treated unseriously.

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