The Nature piece is titled “Dangerous assumptions”. Most dangerous of all is the assumption built into all the scenarios that the UN Intergovernmental Panel on Climate Change (IPCC) has published, which means that the technological challenge is at least twice as big as people believe.
The IPCC has assumed that about three-quarters of the emissions reduction required to stabilize CO2 levels will occur “spontaneously”. It is well documented that after an initial upswing, the “energy intensity” of industrial societies – the amount of energy they use to make money – tends to decline impressively and continuously. When this happens, lower CO2 emissions come along as a free rider.
“Dangerous assumptions” shows that, globally, this is no longer the case. Principally because of the rapid industrialisation of India and China, reduction in energy intensity has levelled out or reversed in recent years. The global economy is not decarbonising – it is recarbonising.
If the free rider of carbonization is not available, the challenge to move quickly to a radically different type of climate policy is all the greater.
What would a materially effective policy do? It would break the link between poverty reduction and carbon emission, recognising that the developing world needs to consume – and will consume – more energy, not less.
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