Graphs that Blow Your Mind...
Posted by Stuart Staniford on January 30, 2006 - 12:03am
Topic: Economics/Finance
Tags: china, peak oil [list all tags]
...or break your jaw when it hits the floor. I was working on a different piece when I stumbled across these numbers and I couldn't resist posting this graph immediately.


Annual production of cement by country in billions of metric tons. Click to enlarge. Source: USGS.
Cement is mainly used to make concrete, and is sort of the "active ingredient" in concrete - it is combined with sand and gravel in roughly fixed proportions. So cement production is a rough proxy for the total amount of construction going on in a country.



CaCO3 + heat > CaO + CO2
and the heating of limestome to
make the CaO is done using a
fossil fuel, and the cement is
transported to the construction
site using petrol/oil vehicles.
So all that concrete equates top a
massive contribution to global
warming.
So our debate now should be centred
around 'which will get us first,
energy depletion or abrupt climate
change?'
"We Are Officially Fucked - A blog called The Oil Drum is now going to focus its attention on the carbon cycle just as data showing possible 10% declines surfaces"
/sarcasm off
Seriously guys, what the fuck?!
And while I can curse with the best of them, this site does not really benefit from poor language all that much.
...understood about the language. Beer/fatigue does strange things to vocabulary. :)
1) here is a link to one estimate of the embodied energy in cement
Clearly cememt requires much energy to create and transport.
2)I just got back from 4 days in DC meeting with energy wonks and environmental NGO types. Enviros are very interested in the link between peak oil and climate change, as the main current liquid fuel options are biofuels and fisher-tropsch CTL both impacting GHGs
- I learned how severe and relevant the US current coal shortage is- the tracks from the Powder River Basin have been damaged from the coal dust mixing with water over time. There is also a limitation of coal cars. The bottom line of this is it is impacting future natural gas prices - even with the mild winter, post 2006 natural gas prices keep going up, because NG and coal make up majority of our electricity grid.
- I also discovered that "Peak Oil" while worrisome, may not be the nearest danger. US has been running at 100% capacity for 18 months in natural gas production vs deliverability - this is the first time this has ever happened. There is plenty of crude available (presently) but the ability to refine it and DELIVER it is what is most fragile. These deliverability problems in refined product and natural gas mean there is little room for error (or growth)
- Essentially, the short term (medium term?) limits to coal, the tightness in natural gas deliverability and the refining and delivery limitations point to the possibility of an energy train wreck in US that could occur with world crude production still on the upslope - I need to research this new direction and will post some links
So, cement production is VERY central to peak oil, as it is energy intensive and shortages there limit scalable alternatives to oil. Everything is linked at this point. There is not alot of switching ability. One a bright note, I met with an efficiecy expert who is writing a paper suggesting there still is a great deal of low hanging fruit in US that can reduce energy use and increase efficiency, with behavioral changesSo:
a) China is using a HUGE % of their oil to make cement.
b) China is using a mix of other energies (coal, hydro, etc) to make cement.
Again, I second Stuarts observation that this is jawdropping.
Just as in the Great Leap Forward when every bit of spare metal was contributed to communist party to create iron for growth, it seems that its happening again, yet cement is the goal....
And cement production in China is inefficient. There are hundreds of small plants, both wet and dry processes, and the local environmental impact is severe.
It's no joke that that national bird in China is the crane :)
If you have something specific, I'm all ears. But otherwise, I'm moving on. The figures below seem much more relevent to this board and my concerns.
1,000 / .60 = 1,666.66667
1,000 / .65 = 1,538.46154
1,000 / .70 = 1,428.57143
I look forward to more discussion on oil and decline rates now that it's probable that we past the 50% mark ten years ago, ironically when Hubbert originally predicted it would happen.
I do have one problem and recommendation: Acronyms that become part of the TOD vocabulary. I do not mean the silly ones like IMO, but the technical ones pertaining to oil.
I am acronymed to death. There should be a place that lists the acronyms and their meanings. Otherwise, anyone coming in here for the first time is bloody lost. I get lost, and I come here twice a day! Maybe a popup that could give definitions?
I am no expert on concrete/cement, but I recall that the curing of cement is a pozolonic reaction that absorbs CO2 from the atmosphere(as long as there is sufficient moisture). This re-absorbtion of CO2 should be approximately equivalent to the CO2 release during the calcining process.
You might consider looking it up as a good memory does not equal pale ink...and mine is surely not a "good memory"
My position was actually contrary to the idea that "dams are always bad" because it's got to depend on what kind of biosphere you are flooding, and what kind of preparation you do.
OTOH, Three Gorges looks pretty forested, and too big to be really scraped and cleaned (with vegetation hauled off to be buried in dry ground as CO2 incarceration).
Does anyone know if the CO2 emitted by cement production is counted towards a country's emissions for Kyoto?
It's all high-rise apartment blocks and roadways, equivalent to building a brand new Houston from scratch every year.
It's the same process the U.S. went through in the early 20th century, but a lot faster, and with a lot more people, and with cement instead of wood, because there just aren't that many trees to go around.
Other major and even "midsize" cities are planning comparable systems in proportion to their size.
Also, concrete is commonly made with coal in China.
I was well aware of these concrete #s (as of 2003/4) already. Steel production went up 40% in a recent year.
http://www.latimes.com/business/la-fi-chinabubble8jan08,1,4708397.story?track=morenews&coll=la-s tory-footer&ctrack=1&cset=true
I'm kicking myself now for not making a copy of the content while I had the chance.
For example, if the peak is now, 5 years from now will our knowledge and analyses have improved to the point where we can say for certain - "We peaked in 2006, and it's all down hill from here". Or, say the peak will happen in 2015....in 2010 will our analyses have improved to the point that we can say fairly certainly that peak will occur in 2015?
I guess my question is about the sources of uncertainty in all of the models and analyses. And whether these uncertainties are diminishing over time, or will they still be just as uncertain 5 or 10 years from now as they are today?
Simmons says that we will only know the peak date after we are well past it and have the production data to look at. If this is so, it seems like it will be difficult to get people/countries to agree that there's a problem until after it's already too late.
TOD is in its early days, less than a year in, perhaps only 6 months since it really grasped its reality. Consider this the 'exploratory days'.
In 5 years peak will probably be past and the TOD emphasis will have likely changed to analysing and modelling decline rates. There will have been spin offs to explore mitigation, conservation, survival, technologies.
Meanwhile, data will get better (one hopes), models will be refined, hypotheses will be tested. Yes, the picture will be much clearer. But that may not be a comfortable feeling.
Certainty is unreal. Who knows which flap of wing might dramatically change reality? What is unclear now will be clearer in future, but other important things will be unclear then. Accept uncertainty, for it will always be with you. Seek to know the times of change and risk that you can be alert and responsive. Tune in ;)
Back in the '70s, my employer added automatic adjustments to its large contracts for fuel and asphalt. The prices went up so suddenly that if we held the contractor to them, the contractor went bankrupt. So now the price we pay them for those items increases automatically with the market price. Last year, we added similar automatic adjustments for concrete and steel.
I was just reading this article, from the Grand Rapids Press:
Material Costs Put the Heat on Business
The costs of plastic, resin, steel, etc., have all spiked.
...last year, cold-rolled steel was up 66 percent while hot-rolled steel surged 124 percent, according to the Bureau of Labor Statistics.
The article doesn't quite put the pieces together, though. It talks about how energy prices are killing business, and about how commodity prices are just as bad, but doesn't seem to realize there's a link between the two.
Some business owners seem to be hoping China starts to export steel, and floods the market the way they have with clothing and gewgaws. I'm not holding my breath on that one.
This is about my personal observations on concrete, energy, betterment of lives and the fascinating situation in China, also points north:
Long winded preface that has relevance:
I've been in alternative energy research for 35 years, including for Exxon, EPRI, others. My curiosity is high about everything. It can be manifested by such things as tracking power lines in the Yucatan jungle to see where they go (In one case a Maya pool hall). I am also very interested in and have published on climate. My house has also been a low rent refuge near Stanford in CA for foreign grad students/ scholars at about 1/2 the normal rent around here. The students and I have greatly enjoyed the arrangement. Among others I have housed 10 Chinese (PRC) scholars over the past 10 years. That's my China connection.
So -- with a backpack no less -- I went to Beijing (a) at the invitation of a Chinese Ph.D and and (b) for a USEPA/UN/China Global warmimg conference
http://www.ergweb.com/methane_china/
Gave a paper on landfill gas energy which is actually very greenhouse cost effective wherever it can be done in the world.
Shown around greater Beijing (greater area than Belgium) by my grad student friend for 10 days. (Bus. and cheap cabs were about 25 cents US/mile) I was stunned, awed by the number of construction cranes with heights probably 100 meters. Not just one at a site but in clusters of 3, 4, 5, simultaneously at work, building, on and on. Photographed a few thousand.
I lived in Manhattan 40 years ago. The Badaling highway north from Beijing reminded me of 3 or more Manhattans jammed together complete with crowds and traffic that is already approaching maddening.
China undertakes a massive task -- to bring say 20-30 million previously impoverished people each year to a better life. But note that those 20-30 milion people a year are only about 2% of their population annually attaining that better life. And speaking with my friends, life is getting better even though needs and arguable shortfalls and flaws and hurdles remain great,
Economic activity, and materials and energy use as China strives for these things strongly affects the world. China is becoming to us somewhat like Pierre Trudeau of Canada once said of the US--like being in bed with an elephant. It is not in the least surprising that Chinese purchases about doubled the world price of steel scrap and concrete last year. Or that Chinese consumption will be a huge factor in world oil and natural gas. And climate --they well recognize this but when you want to raise the standard of living of well over half a billion people what can you do? China is short of wood--thus relying heavily on cement.
China gets into some CO2 abatement solutions. Merits of these will vary according to persectives. There is the 3 Gorges 20 GWe hydro project, and China recently finshed constructing a couple of Canadian CANDU natural uranium/thorium reactors in fine style. But I do not know how much greenhouse-neutral energy they are developing in their total mix. I suspect there are major gaps in statistics, in the same way that elements of internal Chinese economy were not measured. Just the inclusion of these in World Bank figures raised Chinese GDP from sixth to fourth in the world
Took the railroad north to Mongolia, Siberia and Moscow. All the way north to China/Mongolia border at Erlian power plant after power plant is under construction. All coal fired. Even in Mongolia where pop is about 2% of China's the coal fired electric plant construction goes on. Got photos. And later on the great trans-Asian Siberian railroad artery I recollect clocking returning empty Russian coal trains at about one every 10 minutes. I do not know whether Russian coal consumption goes up or down but back of the envelope tells me that each train has fueled about half a gigawatt-day. This is big time. Is Russian coal-firing of electricity sparing