Arquivo da Categoria ‘eléctrica’

Boom das renováveis perto do fim?

Segunda-feira, 5 de Outubro, 2009

Sucedem-se os artigos com dados estatísticos sobre o abrandamento do investimento privado, e sobretudo público, no sector das energias renováveis. Basicamente os argumentos são estes:

  1. as energias renováveis —eólica, solar, bio e mini-hídrica— são substancialmente mais caras do que a energia eléctrica oriunda das centrais nucleares existentes, dos hidrocarbonetos, das grandes barragens e das redes de distribuição instaladas;
  2. o financiamento destas energias tem dependido até agora de subsídios públicos directos e indirectos, de garantias estatais à realização de contratos público-privados (PPP, etc.) e de arquitecturas várias de investimento privado especulativo;
  3. a crise de endividamento mundial que atinge muito fortemente as economias norte-americana e europeia, entre outras, agravada pela explosão da bolha de crédito barato e fácil, a qual começou pela crise hipotecária do Subprime, se agravou com a falência do sistema financeiro assente na hegemonia da moeda americana, e prossegue sob a influência nefasta da implosão dos mercados de Derivados (future contracts, Credit Default Swaps, Edges Funds, OTC Derivatives, etc.), bem assim como do especulativo mercado cambial, conhecido por Forex, de que o chamado Carry Trade é um dos venenos mais letais para a economia global;
  4. a mudança de paradigma energético conduz a inúmeras falências, deslocalizações e desemprego: por cada emprego criado no sector das energias renováveis, o qual custou em Espanha, até agora, entre 500 mil e 1 milhão de euros, são destruídos em média 2,2 postos de trabalho, ou, por cada MW “verde” instalado são destruídos em média 5,28 empregos — 8,99 pela fotovoltaica, 4,27 pela eólica e 5,05 pelas mini-hídricas (ler Renováveis implodem em Espanha).

Renewables Q3 Investment Down on Q2

5-10-2009, London, UK [RenewableEnergyWorld.com]

Latest figures from analysis firm New Energy Finance (NEF) show that total worldwide new financial investment in clean energy totaled $25.9 billion in the third quarter of 2009, down 9% from a revised Q2 total of $28.6 billion, but still markedly ahead of the dramatic low of $13.3 billion reached in Q1.

…Narrowing its forecast range for full-year 2009 total new investment to $105-$115 billion, in the upper band of the previous forecast range of $95-$115 billion, New Energy Finance still expects that total new investment in clean energy is likely to exceed $300 billion per year by 2020, but this is well below the $500 billion per year that would be required to limit the rise in global temperatures to two degrees Centigrade or less, the company argues.

…Michael Liebreich, chairman and chief executive of New Energy Finance, commented: “It is heartening to see that the collapse in investment seen in the first quarter of this year is firmly receding in the rear-view mirror. However, the financing environment remains difficult, with undue reliance on stimulus funds, development banks and state-backed capital providers of various sorts. Most significantly, the levels of investment required to bring global carbon emissions to a peak during the coming decade are as far out of reach as ever – particularly significant given the rapidly-approaching Copenhagen deadline.”

Por outro lado cresce a pressão dos argumentos ambientalistas, para quem o aquecimento global provocado pelo aumento de partículas de CO2 na atmosfera tem vindo a agravar-se mais depressa que o previsto pelo próprio Painel Intergovernamental para as Alterações Climáticas (IPCC).

Wind Power Could Supply Global Electricity Needs 40 Times Over. By Dr. Mae-Wan Ho.

Wind turbines on land could provide more than 40 times the world’s current electricity consumption or over five times its total energy needs. That’s the latest assessment using wind data from meteorological sources. A network of 2.5-megawatt (MW) turbines on land restricted to non-forested, ice-free, nonurban areas operating at as little as 20 percent of their rated capacity would do the trick; allowing for the fact that the wind does not blow constantly. To put this into perspective, wind turbines installed in the US in 2004 and 2005 operate on average 36 percent of rated capacity.

For the United States, the central plain states could accommodate enough wind turbines to provide as much as16 times its total current demand for electricity.

Wind power is on a steep ascent. It accounted for 42 percent of all new electrical capacity added to the US in 2008; but it is still only a tiny fraction of the total capacity, 25.4 GW out of 1 075GW. The Global Wind Energy Council projected a 17-fold increase in wind-powered generation of electricity globally by 2030. [Read more here]

Green Energies 100% Renewables by 2050.
By Mae-Wan Ho, Brett Cherry, Sam Burcher & Peter Saunders

Global warming is happening much faster than the IPPC (Intergovernment Panel on Climate Change) predicted in its latest 2007 report. For one thing, its climate models failed to account for the rapid summer melting of the polar ice caps that’s been making headlines several years in a row.

The IPCC helped set the target of 450 ppm maximum of atmospheric CO2, which they thought would limit the global temperature rise to below 2 ˚C, and prevent “dangerous anthropogenic interference with the climate system.”

But top climate scientists Jim Hansen and colleagues, using more realistic climate models and key data from the remote history of the earth, showed that 450 ppm is well beyond the danger zone, and we must even reduce the current 385 ppm atmospheric CO2 down to 350 ppm, or else face “irreversible catastrophic effects”. And the head of IPCC Rajendra Pachauri now agrees.

The good news is that we can still do it. It is not too late. All it takes is to stop burning fossil fuels in order to bring 385 ppm back down to 350 ppm within the next decades. But we must act now, because 385 ppm is already within the danger zone, and we cannot afford to let it remain there for too long, or we push the planet past the point of no return.

That is why we need to commit ourselves to truly green energies as a matter of urgency. [Read more here].

Carros eléctricos: uma aposta difícil

Domingo, 9 de Agosto, 2009

O artigo que abaixo citamos, do McKinsey Quartely, sobre as tendências que estão a marcar o passo à generalização do uso do automóvel eléctrico privado —na realidade, um híbrido de combustível fóssil e baterias— ajuda-nos a perceber duas realidades:

  1. que há um balanço a fazer entre os impactos reais de ambas as tecnologias, medindo os custos em CO2 desde o início da cadeia de produção das baterias até ao seu uso efectivo (from well to wheel);
  2. que a transição dos veículos 100% petróleo para os híbridos poderá não ser atractiva antes de 2020, e mesmo assim precisará de vultuosos subsídios, isenções fiscais e outros apoios públicos.

Os grandes custos desta transição podem mesmo torná-la parcialmente inviável! Em primeiro lugar, porque será necessário reconverter dramaticamente toda a indústria automóvel actual. Em segundo lugar, porque será necessário, não apenas montar uma nova e gigantesca indústria de produção e carga de baterias, próxima das fontes primárias de geração eléctrica (minas de carvão, barragens, parques eólicas, centrais solares), mas também criar uma imensa rede de pontos de carga nos parques de estacionamento, estações de combustíveis, ruas, etc. Em terceiro lugar, porque será imprescindível descobrir uma solução economicamente viável e limpa para as lixeiras especializadas na reciclagem e armazenamento dos milhões de baterias mortas oriundas desta anunciada mudança de paradigma.

Por todas estas ordens de razões parece aconselhável iniciar a anunciada revolução do transporte sustentável, pelos veículos de transporte público, colectivo e individual (trolley cars, carros eléctricos sobre carris, comboios, táxis, etc.), e pelos veículos de transporte de mercadorias (comboios).  — CS.

Electrifying cars: How three industries will evolveMcKinsey Quartely.

Upon entering the mainstream—in a few years or a couple of decades—electrified cars will transform the auto and utilities sectors and create a new battery industry. What will it take to win in a battery-powered age?

JUNE 2009 • Russell Hensley, Stefan Knupfer, and Dickon Pinner
Source: Climate Change Special Initiative

It’s a safe bet that consumers will eventually swap their gas-powered cars and trucks for rechargeable models. Electrified transport, in some form, would seem to be in our future. But how long will investors have to wait for the bet to pay off? Years? Decades?

Bears would bet on decades. For the next ten or so years, the purchase price of an electrified vehicle will probably exceed the price of an average gas-fueled family car by several thousand dollars. The difference is due largely to the cost of designing vehicles that can drive for extended distances on battery power and to the cost of the battery itself. What’s more, the infrastructure for charging the batteries of a large number of electrified vehicles isn’t in place, nor is the industry tooled to produce them on a mass scale. In any case, consumers aren’t exactly clamoring for battery-powered sedans.

The economics of electrified vehicles start with the batteries, whose cost has been declining by 6 to 8 percent annually. Many analysts predict that it will continue to fall over the next ten years as production volumes rise. Battery packs now cost about $700 to $1,500 per kilowatt hour, but that could drop to as little as $420 per kilowatt hour by 2015 under an aggressive cost reduction scenario. Even then, the upfront purchase price of electrified cars would be quite high. We estimate that by 2015, a plug-in hybrid-electric vehicle with a battery range of 40 miles (before the need for a recharge) would initially cost $11,800 more than a standard car with a gas-fueled internal-combustion engine. A battery-powered electrified vehicle with a range of 100 miles would initially cost $24,100 more.

Subsidies could help bridge the difference. China announced that it will cover $8,800 of the cost of each electrified vehicle purchased by more than a dozen of its large-city governments and taxi fleets. Business innovation could address costs too. In the solar-technology market, for instance, SunEdison owns, finances, installs, operates, and maintains solar panels for customers willing to adopt the technology. The company then charges these consumers a predictable rate lower than the one they paid for traditional electric power but higher than the actual cost of generation. That allows the company to recoup its capital outlay and make a profit. Innovators are considering similar models to cover the battery’s upfront cost and recoup the subsidy by charging for services. — in McKinsey Quartely .