As we all know, the Guardian is a leading protagonist when it comes to proselytising about the “climate crisis” and the “need” for Net Zero. If you’re an organisation which exists to push that agenda, then the Guardian will probably be happy to publish whatever you write, without first applying any critical editorial standards. A good example is the “report” by CarbonBrief on 8th August 2022 (and updated on 24th August when gas prices peaked, but never subsequently updated despite gas prices now being less than 10% of the price they reached on that day). On 7th October 2022 the Guardian website featured an article by Caroline Lucas repeating the claim and linking to the CarbonBrief report, even though by the date her article appeared, the price of gas had already fallen steeply (by around 60%) from the peak of 702.95p per therm (which was used to justify the highly dubious claim made by CarbonBrief) to 285.04p per therm (today, by the way, it sits at 60.29p per therm). In other words, the original claim was highly dubious (as I pointed out in The Lies Have It), and it was already wildly untrue by the time Caroline Lucas wrote her piece and the Guardian published it. Amusingly (I missed it at the time) the url for the Caroline Lucas article was https://www.theguardian.com/commentisfree/2022/oct/07/energy-crisis-it-isnt-that-we-have-too-little-oil-and-gas-we-have-too-much-lucas. While the jury is out as to whether we have too little oil and gas, all of us hear at Cliscep would probably agree that we have too much Lucas.

The other day I spotted another article in the Guardian, this time by Gaia Vince. It broadly consisted of the stuff we have come to expect, both from her and from the newspaper for which she was writing, but the final section of her article included this:

Alarming forecasts from Big Wind this week, as the world’s three largest companies are struggling with hikes in raw material costs, delays, investment problems and high inflation — offshore wind is around 30% more expensive now.

Finally, I thought: recognition that the claims of cheap renewable energy are false – surely then, we will see something of a mea culpa for having mislead Guardian readers for so long, and perhaps a bit of sense will appear regarding the UK’s energy policy? I couldn’t have been more wrong. Instead the article assured us that we just have to accept higher prices:

Governments must create the conditions for rapid expansion in these challenging offshore and floating markets, even if it means agreeing higher energy prices in the short term. Now, where did we put that £28bn?

My own suspicion is that going down this road will saddle us with higher energy prices in the meduim and long term too. However, only time will prove which of us is right.

All of the above is a long-winded way of setting the scene for the huge surprise I received yesterday when I read another Guardian article, this time with the heading “Power struggle: fears for UK energy generation as green projects delayed” and the sub-heading “Path to relying solely on green power appears long as series of problems collides with reality of keeping the lights on”. Written by Alex Lawson, it could almost have been written by any of us here at Cliscep.

He starts by talking about the fact that the 280 miles between Hadrian’s Wall and Peterhead (which includes, he says, stunning Scottish countryside and quaint villages) is “to become a building site for vast power lines connecting offshore windfarms with urban centres.” This, he tells us, is part of the “national transmission plan” necessitated by net zero driving increasing demand for electricity and the consequent need to accommodate numerous “green” energy projects.

Policymakers face a tricky decade as the target of decarbonising the electricity system by 2035 collides with the day-to-day job of keeping the lights on and ensuring electric vehicles, heat pumps and industrial machinery are powered.

He goes on to point out that in worst-case scenarios we will struggle to meet the surging demand forecast for the early 2030s if “nascent technologies” (such as pie-in-the-sky – my words rather than his – CCS and hydrogen) fail to take off as hoped. Although “the scenarios vary wildly”, we in the UK could be left with “39 gigawatts less power than previous forecasts.

The problem is exacerbated, given that gas power stations still provide most of our electricity (35.7% last month), nuclear power looks increasingly problematic (at least over the necessary timescales) given further delay to Hinkley Point C, and windfarm planning has been shaken by supply problems “that forced the world’s biggest developer, Ørsted, to scale back, and for Sweden’s Vattenfall to pull out of a huge offshore project [Norfolk Boreas] off the Norfolk coast after they said rising costs meant it was no longer profitable”.

Although he suggests that switching gas plants to hydrogen is viable, he acknowledges it will be costly. CCS is unproven at scale; and large battery projects are facking a backlog to connect to the grid. And even National Grid ESO acknowledges that we will struggle to meet security of supply by relying on battery technologies alone.

A section of the article then talks about the problems experienced by those project developers seeking to connect to the grid – a problem I discussed in Gridlock. Then there is talk of the need to shift consumer demand to times of greater supply and lower demand (in other words, customers are there to serve the needs of the grid, not the other way round).

Next he moves on to discuss the problems with the Labour Party’s energy plans such as its “target to decarbonise power by 2030 and how practical a target to only use gas-fired stations as a backup really is.” Its reliance on Drax is problematic, given its dubious green credentials and massive subsidies (as pointed out by Jit in The Beast of Selby). And there is the question mark within the party over how much money to commit to decarbonising home heating, and the problem of vested interests to be overcome in this area – not only gas companies, but also trade unions.

He concludes thus:

An industry source says: “Everything relating to government decarbonisation targets has an asterisk with ‘subject to security of supply’ attached.”

The path to relying solely on green power appears as long as the journey to Peterhead.

Well said Alex Lawson. And what a refreshing change, in the Guardian of all places!

As a postscript, I should add that I took a look to see what other articles Mr Lawson has written, and was pleased to note that he doesn’t shy away from writing things that don’t seem to fit the Guardian agenda, such as (to give just a few examples) Danish windfarm firm Ørsted to axe up to 800 jobs and pause dividend; UK electric vehicle maker Arrival enters administration with 170 jobs at risk; and ‘Hypocrisy’: Tata builds vast India furnace despite Port Talbot emissions claims – Owner says shutting Welsh blast furnaces will cut emissions, but it is opening a new one in India.

I hail an independently-minded journalist committed to telling it like it is, and (unusually for me) I give considerable credit to the Guardian for allowing him to write there as he does. At least one journalist is allowed to let the Guardian’s readers know that chickens are coming home to roost.

22 Comments

  1. Is there a breath of fresh air at the Guardian?

    “Country diary: A new chapter for these old hills
    Wolfelee Hill, Scottish Borders: They’ve been used for upland sheep and sitka spruce plantations – now the wind turbines are arriving, as the locals know all too well”

    https://www.theguardian.com/environment/2024/feb/17/country-diary-a-new-chapter-for-these-old-hills

    …The structures rise above the sparsely populated Borders landscape like white pillars from the space age. The tallest is 149 metres high. They dwarf everything around them: the rough-grazed hill, the ranks of sitka spruce plantation.

    Since the autumn, the turbines’ 65-metre blades have been coming in by lorry. They arrive in single pieces, loaded vertically to minimise their footprint on the road. Nonetheless, each needs a police escort. Roundabouts have been rearranged, roads widened to make way for the blades. Residents use an app to avoid the road closures that accompany each delivery, an event that can only take place on calm days (the blades are, after all, very good at catching the wind). In November, the tyres of one of the lorries were slashed in a layby off the A7. Half of Hawick has been up in arms over the disruption….

    …As I begin the descent, a solitary meadow pipit lifts and flutters away from me. It’s the first bird I’ve seen on my walk….

    Liked by 1 person

  2. Regarding Caroline Lucas, as a party with only one MP, the Greens certainly have quite a presence in the media. It would be interesting to see a tally of MPs’ appearances on panels.

    Liked by 1 person

  3. Liked the quote – “and windfarm planning has been shaken by supply problems “that forced the world’s biggest developer, Ørsted, to scale back, and for Sweden’s Vattenfall to pull out of a huge offshore project [Norfolk Boreas] off the Norfolk coast after they said rising costs meant it was no longer profitable”.”

    wonder what “profit” they deem acceptable to keep the planet temp “just nice”.

    If oil & gas companies stop north sea extractions because of the exact same problem, wonder what the Guardian view will be? mournful or jubilant?

    Like

  4. That Carbon Brief “9x cheaper” claim enabled a few prominent Labour politicians to make idiots of themselves publicly. Every cloud has a silver lining.

    Liked by 2 people

  5. Well, at least the 9x more expensive statement now rings true, however, it’s renewables that are 9x more expensive than gas

    Like

  6. Thanks Mark for drawing our attention to this very surprising and welcome Guardian article. One thing puzzled me. Lawson wrote:

    Within Labour, there appear to be tensions over the party’s target to decarbonise power by 2030 and how practical a target to only use gas-fired stations as a backup really is.

    Only gas as a backup? But that’s not what Labour’s policy document – Make Britain a Clean Energy Superpower – has to say:

    To achieve our mission by 2030, a Labour government would:

    Invest in carbon capture and storage, hydrogen, and long-term energy storage to ensure that there is sufficient zero- emission back-up power and storage for extended periods without wind or sun, while maintaining a strategic reserve of backup gas power stations to guarantee security of supply

    What happened to CCS, hydrogen etc? Perhaps Lawson and people ‘within Labour’ are assuming they won’t be available – not an unreasonable assumption I suppose. But of course if the only backup was gas it would have to be (1) a substantial ‘reserve’ and (2) one that was called upon for much of the time – in which case, it would hardly be accurate to describe Britain as a ‘Clean Energy Superpower’.

    Like

  7. Thanks Robin,

    The context of that comment was, I believe, the question mark over the cost and practicality of CCS and hydrogen. I think your assumption is correct – some within Labour might be assuming that CCS and hydrogen aren’t (in practical and financial terms) available, and in that (highly likely) scenario, what then?

    Like

  8. In addition, it looks as though poor Scotland will continue to bear the brunt of the cranked-up industrial devastation of wild places that is an integral part of Labour’s energy “plan”:

    “Zero plans for public onshore windfarms submitted last year in England
    Lack of activity persists despite lifting of ban on projects last year, and contrasts with 46 applications made in Scotland”

    https://www.theguardian.com/environment/2024/feb/15/zero-plans-for-public-onshore-windfarms-submitted-last-year-in-england

    Like

  9. Robin,

    Many thanks for drawing that David Turver piece to our attention. It is, as always, excellent and compelling. It should be compulsory reading by all politicians, who plainly do not remotely understand the hell they are unleashing on the UK.

    Liked by 2 people

  10. So much for battery storage:

    “UK energy storage funds feel the squeeze
    ‘Weak revenue environment’ means UK storage funds are diversifying into overseas markets”

    https://tamarindo.global/articles/uk-energy-storage-funds-feel-the-squeeze/

    Battery storage revenue for UK Balancing Mechanism assets hit record lows

    Largest storage funds trading at ‘significant discounts’

    Funds offsetting declines in UK battery revenues by diversifying into overseas markets

    The first weeks of 2024 proved to be an extremely challenging period for UK energy storage funds. Data from Modo Energy showed that average battery energy storage revenue for Balancing Mechanism registered assets in December fell 16% to £2.5k/MW, the lowest since Modo Energy began tracking revenue in 2020…

    …As Gore Street Capital highlighted last week, even the largest funds are “trading at significant discounts”. In a statement, the fund said that, despite efforts to increase bulk dispatch of batteries into the Balancing Mechanism, in-merit systems remain largely untapped while “wholesale trading has yet to fill the gaps left in declining revenue stacks”….

    Like

  11. There are so many places where it would be appropriate to post this, but here seems topical, and it ties directly into the points made in the Guardian article on which I was commenting:

    “Climate change: Plan to capture, ship and bury power station’s CO2”

    https://www.bbc.co.uk/news/uk-wales-68296155

    Plans have been proposed to lay new undersea pipes to carry carbon emissions from one of Europe’s largest gas power stations.

    The scheme would link Pembroke power station with a liquified natural gas (LNG) terminal across the Milford Haven estuary in Pembrokeshire.

    Supporters said it would secure jobs and launch a new industry shipping CO2 from Wales to be buried at sea.

    But it involves major building work across a protected marine habitat.

    Environmental group Friends of the Earth called for the money to be spent on renewable energy rather than keeping a gas plant going.

    Pembroke power station has the capacity to generate enough electricity from burning gas to power four million homes.

    Despite being one of Wales’ biggest emitters of CO2 it has an “essential role” in the country’s transition to a greener future, according to its operator RWE.

    “This power station currently runs 80% of the time, in and around when there’s insufficient renewable power [such as wind or solar],” said Richard Little, who is leading the site’s transformation as director of the Pembroke Net Zero Centre….”…

    Like

  12. Whatever else it might be, it won’t be a new industry, because it produces nothing of worth.

    Like

  13. Another prodigal chook returning to the roost:
    https://gcaptain.com/scotlands-fuel-binge-offers-glimpse-of-future-without-refinery/?subscriber=true&goal=0_f50174ef03-6a6f440e05-170410014&mc_cid=6a6f440e05&mc_eid=9275323244
    So the UK will have to buy 13% of its fuel on the open market once the refinery closes, on top of however much it already purchases. Since the chemicals operation will continue we can presume that the feedstock will also have to be imported. So the import bill will go up while revenue from employment taxes, etc will decline.

    Like

  14. UK Government’s power auctions predicted to cost £3bn

    The UK Government‘s two separate auctions for power generators have prompted predictions of a potential cost exceeding £3 billion to ensure electricity supplies.

    Commenting on the results of the Capacity Market T-1 auction, Sam Hollister, Head of Energy Economics and Finance at LCP Delta, said: “By this time next week, the UK Government will have run two separate auctions for power generators, a move that we predict could cost UK billpayers over £3 billion to secure our electricity supplies.

    “This week’s auction saw a procurement of £273 million to ensure the lights stay on in 2025. Meanwhile, we are expecting the T-4 auction, which runs next week and is targeting 44GW of generation in 2028, to reach prices in excess of last year’s recording breaking prices of £63/kW.

    “The cost for this auction alone will be over £2.6billion.”…

    Like

  15. Mikehig – thanks for that link, so many quotes I could lift from it.

    “These factors paint a dire picture. “MISO modeling indicates that a reduction of that magnitude could result in load interruptions of three to four hours in length for 13-26 days per year when energy output from wind and solar resources is reduced or unavailable,” the report notes. “Such interruptions would most likely occur after sunset on hot summer days with low wind output and on cold winter days before sunrise and after sunset.”

    Like

  16. Thank you Alex Lawson, once again:

    “UK power plants lined up to command record high energy prices this decade
    Stations secure all-time high price of £65 a kW per year for 2027-28 in ‘capacity market’ auction”

    https://www.theguardian.com/business/2024/feb/28/uk-power-plants-record-high-energy-prices-auction

    Britain’s power stations are to command record prices to keep the lights on later this decade, amid concerns over a lack of electricity supply to meet a boom in demand.

    Plants secured an all-time high price of £65 a kilowatt per year for 2027-28 in a “capacity market” auction to supply power, outstripping the £63 per kW a year planned for 2026-2027, National Grid’s electricity system operator said.

    The annual auction sets a subsidy price to pay owners of power generators – including gas, hydroelectric, wind and solar projects – and battery storage facilities to cover the cost of meeting the nation’s electricity demand. The costs are covered through consumer bills.

    In total, power plants are expected to be paid £2.7bn to ensure power demand is met in 2027-28. Longer-term, 15-year contracts for refurbishing and building new projects, including nearly 1,000 megawatts worth of new battery storage projects, were also handed out, worth £1.7bn.

    The result represents the first time that energy companies have not snapped up all the capacity offered up – with 43.3 gigawatts of power secured against a target of 44 gigawatts.

    The auction’s result has raised concerns that Britain could struggle to meet the increase in demand from everything from electric vehicles to heat pumps while efforts to create new power sources falter….

    Paul Homewood is also on the case:

    T-4 2027/28 Capacity Auction

    Like

  17. “Power chiefs fear net zero blackouts in London by 2028

    Switch to renewable energy sources blamed for growing struggle to ‘keep the lights on’”

    https://www.telegraph.co.uk/business/2024/08/07/power-chiefs-fear-net-zero-blackouts-in-london/

    National Grid executives have warned of blackouts before the end of the decade unless the South East pays more for power than other regions…

    Behind a paywall, but it includes this:

    …In private conversations with the energy industry, executives from the Grid’s Electricity System Operator (ESO) claimed the network was becoming so congested that “there will be blackouts in the South East by 2028”, one industry source claimed….

    Like

Leave a comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.