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An Electric Revolution Is Underway, but Revolutions Are Messy

Llewellyn King's picture
Executive Producer and Host White House Media, LLC

Llewellyn King is the creator, executive producer and host of “White House Chronicle,” a weekly news and public affairs program, airing nationwide on PBS and public, educational and government...

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  • Jun 27, 2022
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This, the 21st century, is set to be the electric century. We are in the middle of a profound electrification binge that is going to leave its mark, an electrical mark, on every aspect of human endeavor.

I believed this before I attended the Edison Electric Institute annual meeting and convention in Orlando. Now I think it more than ever. The institute is the trade association of investor-owned utilities.

Civilization already has been running on electricity, but it will do so in a more complete way in the future. In simple terms, what will happen is what hasn’t been electrified will be electrified. Manufacturing, mining, farming and processing of everything, from grains to making concrete, will be electrified.

The first big shift — we can all see and participate in — is the electrification of transportation, total electrification. That will include aircraft in time, but light aircraft are already in the experimental phase.

You can see it with the plethora of electric vehicles coming to market from old marques but, more exciting, new companies making everything from huge tractor-trailer trucks to snazzy new pickups and sedans.

Three of these were among a lineup of all-electric vehicles on display at the convention in Orlando:

—2022 Lucid Air: A stunning beautiful sedan, and the MotorTrend Car of the Year, with an impressive range of 530 miles and an equally impressive price of about $139,000.

—Rivian pickup: One of a range of all-electric pickup trucks; this one is designed for lighter loads but still boasts a towing capacity of 11,000 pounds.

—Freightliner eCascadia: A semi-truck with a load capacity of 82,000 pounds but a range of only 230 miles.

The significant thing here is the number of new manufacturers. These mean new ideas, new visions, new materials and new horizons.

Each huge advance in transportation has required new entrepreneurs — otherwise, the car companies would have built the aircraft. It wasn’t Chrysler, General Motors and Ford that rose into the skies, but new names like Boeing, Douglas and Sikorsky.

Ultimately markets will decide, and markets aren’t welfare organizations. They are cruel judges and executioners as well as supremely generous patrons.

The driver for this revolution is climate change. Twenty years ago, you could still with some credibility debate its reality. Today, the evidence is in every weather forecast. Things are getting hotter and, as any science student will tell you, when stuff heats up, things happen.

The utility industry has embraced the rationale of change to modify and one day reverse climate change by curbing the volume of greenhouse gases going into the air. It starts with their own generation and soon will embrace all the carbon that spews from boilers and tailpipes.

Revolutions are messy things. Once underway, they get a life of their own. There is confusion and mistakes are made at the barricades. But once underway, they can’t be turned back; yesterday can’t be summoned rule tomorrow.

The utilities I spoke to in Orlando feel they will be able to meet the new electric load demand with a mixture of leveling out the power from intermittent renewables. This is called DSM (demand-side management) and uses data from smart-metering to manage the demand in collaboration with their customers. For example, incentivizing commercial firms to agree to shut down some operations during peak demand and even to enter into agreements with homeowners to operate dishwashers and other appliances late at night.

Then there is using the transport fleet as a big battery. The theory is your new electric vehicle can feed back into the grid as needed when it is fully charged. But there are those who doubt that this will be enough to bridge the gap between generation and future demand. Andres Carvallo, one of the fathers of the smart grid and a polymath who runs numbers on the future from his perch at Texas State University and his company, CMG Consulting, believes a lot more actual generation will be needed to meet the growth in electrification.

Presumably, much of this would come from the new, small modular reactors. Here is a paradox. Utility executives say, to a person, that nuclear is needed, but none say how it will be bought, sited and built. When nuclear is talked up by utilities, there is a dream quality about it.

The great goal of the industry, or the revolution, is zero emissions by mid-century. All embrace the electrification surge. Many utilities have plans to eliminate their own emissions, but none is ready for a huge, nationwide surge in demand, nor is there a national plan to deal with pressing impediments like a lack of transmission.

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Mark Silverstone's picture
Mark Silverstone on Jun 29, 2022

As turbulent as the electrification process will be in developed societies, it pales in comparison to what must happen in developing countries. Reduction of ghg emissions could be complete in the US,  Europe and other developed countries and it will not change the course of climate change very much if major developing societies in Asia, Africa and South America are still building fossil fuel powered generation facilities, especially those using coal as fuel.

That is far more of a challenge than ensuring that the range of pickup trucks is enough to attract consumers in the US or whether SMRs play a role in ensuring that US consumers ever have interruptions of service.

At the same time, it is to be hoped that the US, Europe and innovators worldwide develop the technologies and blueprints for greatly increased electrical generation and transmission with greatly reduced emissions that can and will be adapted and applied in developing countries.

Vladimir Vinogradov's picture
Vladimir Vinogradov on Jul 5, 2022

Dear Llewellyn, it's a great post! What do you think about nature factors of the global climate changes?

Ed Reid's picture
Ed Reid on Jul 5, 2022

The announced goal of the US federal government is zero emissions by mid-century. The great goal of the energy industry is to avoid the wrath of the federal government.

There is no national plan regarding energy. The federal government approach is to create pain and hope it results in the desired result. So far, the federal government has succeeded in creating the pain.

Michael Keller's picture
Michael Keller on Jul 6, 2022

Binges usually end poorly. A moderate and balanced approach is much better.

Hysterical overreaction to the syrens of the apocalypse is unhelpful, particularly when your wallet is being drained while brainlessly marching to zero-emissions.

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