While "The money-grubbing mendacity of the ethanol lobby" has been linked to Alpha Centauri and back, it doesn't make the concise case for discounting ethanol as a solution to the USA's petroleum woes. The people coming here through searches are probably looking for that, so here it is as a public service.
There are plenty of reasons that we can't replace - or even meaningfully displace - petroleum gasoline with domestic ethanol. Here are a few of them, with supporting info:
I hear your question: "If that's true, why is the conventional wisdom so wrong?" That deserves an answer. Several answers, actually, because there are a lot of different groups with different interests converging to the same point of emphasis.
There are some voices on the other side. For instance, the CEO of AutoNation has called for the automakers to produce vehicles which can run at least partly on electricity. This would cost in the short term, but be much better for the health of the industry and the nation in the long term. Think about energy security: if you depend on corn or switchgrass for your fuel, a drought or period of grass fires (like Kansas through Texas this year) could jeopardize the nation's fuel supply as badly as a bunch of hurricanes in the Gulf. But if your "extra" fuel is electricity, you can make it from wind, sun, coal or even splitting atoms. The supply of electricity is much more secure than the supply of gasoline or ethanol.
And that's why YOU, dear voter, should be skeptical about ethanol or even opposed to it. There are benefits from it, but those benefits aren't for you.
Labels: ethanol, ethanol lobby, open letter
Dear Mr. Khosla,
I hope this letter finds you well. I have no doubt it finds you wealthy.
You appear to have taken a position in re: ethanol, claiming that it will provide "the solution" to our petroleum woes. This has been challenged. Robert Rapier has already done a nice job of debunking the claims you've made. I'm just a pseudonymous analyst (and an amateur at that), but I hope that you'd explain the details behind what you've chosen to acknowledge versus what you've chosen to disregard.
The implications of what you've chosen to disregard are considerable. Your position (please correct me if I'm wrong, I cannot view your video presentation) appears to be this:
I've done the math, and I can't see how you justify this position.
For background, the USA uses approximately 20 million barrels of crude oil per day, 7.3 billion barrels per year. At ~6.1 gigajoules of energy per barrel, that's roughly 44 exajoules (42 quadrillion BTU, or quads) per year.
That's a whale of a lot of energy. Even the fraction used for motor fuel is enormous. Gasoline consumption amounts to roughly 140 billion gallons (17.6 quads @ 126,000 BTU/gallon) per year. Diesel fuel (about 2.7 mmbbl/day out of 4 mmbbl/day of total "distillate" consumption) comes to roughly another 5.8 quads at the pump. If we want to replace just our imported petroleum, we have to replace all of that and more.
I'm wondering how you expect ethanol to do this. You appear to acknowledge that grain ethanol (from corn, wheat, etc.) is a dead end. That's good. What isn't good is your claim that ethanol from cellulose is going to be The Solution. That's only good if it's true, and as far as I can tell it's a long way from that.
Let's forget a few inconvenient details for the moment:
For the moment, let's just look at what we could make from what we've got here in the USA.
The estimated biomass available from sources not currently used is 1.3 billion tons per year. Biomass does not have as much energy per ton as hydrocarbons (around 16 GJ/ton), so the total energy available from this is on the order of 21 EJ or 20 quads. This is only about 45% of the energy the USA obtains from oil each year. But it gets worse.
Conversion from biomass to liquid fuel is lossy. Iogen claims a yield of 330 liters (87 gallons) of ethanol per ton from their enzymatic process. This is slightly under 50% energy efficiency; the 1.3 billion tons would produce 113 billion gallons (~10 quads) of ethanol, with the energy of about 70 billion gallons of gasoline. Conclusion: enzymatic ethanol from unused or waste biomass not only cannot replace petroleum, it can only replace about half of gasoline.
Other processes promise somewhat higher efficiency. Syntec's gasification process is claimed to yield 114 gallons of ethanol per ton (presumably of biomass; the highest theoretical yield would require more energetic inputs, like scrap rubber and plastic... or coal). This is about 60% efficiency, roughly 30% better than Iogen. But another 30% only gets up to replacing 65% of gasoline (and no diesel, no jet fuel, no heating oil, no LPG, and nothing for petrochemicals, coal or natural gas).
And once you've used all your 1.3 billion tons, that's it. You're out of feedstock; you can't get any more out of the inputs without:
It may be even worse than that. If the feedstocks are locked up by long-term contracts, it may be legally impossible to convert even if the consequences of failure are disastrous. A set of entities which have cornered the feedstock market may even scare off the venture capital necessary to create the more-efficient alternatives. I'm sure you understand this very well.
But while that's the end of the line, it's far from the end of the issues.
Climate change is the elephant in the room of all these discussions. As atmospheric CO2 increases, the climate warms. This has knock-on effects all down the line, including a reduction of plant productivity due to heat and water stress.
Recall that 1.3 billion ton number? That's only a historical projection based on what the climate used to be. The steep rise in forest fires in the Western USA may very well indicate that we're not going to be able to harvest that much in the future; a lot of that biomass is going to burn, and hotter, drier conditions mean that it will grow back more slowly if at all.
This applies across the board. Tallgrass crops can burn too (burning is how prairie prevents the incursion of trees). Hay fields burn all too well (see Texas and Oklahoma this year alone). Ripe grain fields can burn, and the productivity of all of these is reduced by hotter weather. We may not have 1.3 billion tons to work with; if we can't control warming, it may be half that.
What's the relevance to your ethanol schemes? It's the fact that we'd still need to get the following from fossil fuels:
All of those would still be pumping CO2 into the atmosphere. Your proposal does involve capturing some carbon from the atmosphere, but it all goes right back; you have nothing to sequester it. If this problem is not to get worse, all atmospheric greenhouse gas (GHG) inputs have to be at least offset by removals.
It's very hard to believe that you don't know all of this already. You've got net worth of over a billion dollars; you have access to the best expert advice in the world, and you have certainly used it before to make your current fortune. Yet the reasons you've stated for supporting ethanol don't match up with the most cursory stab at due dilligence.
It's easy to come up with darker reasons for your position, each worse than the last:
All of these are reasons not to listen to you. The last two are excellent reasons to actively fight you. Maybe you aren't familiar with being on the wrong side of a grassroots battle, but enough people writing letters, volunteering to work for candidates who oppose you, outing your support as astroturf campaigns and voting to stop your plants can throw a monkey wrench into the smoothest business plan.
My advice, offered for nothing: don't go there. Either there is something very important that you don't know, or something equally important that you aren't telling. Straighten this out, and the rest will follow.
I'm sure all of my numbers are good to within 10% or so (corrections accepted). Unless I have screwed something up by at least a factor of three, ethanol can't get us off imported oil (let alone all oil) as long as it depends upon biomass. (Making it from coal is another matter... but mind the environment and don't go there either.) If this problem has a solution, it's not present inside the current model; to see it, you have to step outside the box.
This is my forté.
All variants of your scheme fail because of their common element: they propose, and even demand, reliance on the internal combustion engine. This is essential if we aren't going to replace the vehicle fleet. But why worry about this? The fleet wears out and is replaced regularly as a matter of course; we didn't ban cars without catalytic converters, but they're almost completely gone nonetheless.
The typical light vehicle has a gasoline engine coupled to an automatic transmission using a hydraulic torque converter. The average thermal efficiency of these is abysmal; out of the energy pumped into the tank, perhaps 15% gets to the wheels. The vast majority of these losses are in the engine itself. Heavy-duty diesels are better, getting up to about 45% for medium-speed truck engines.
What this means is that our 17.6 quads/year of gasoline only put about 2.6 quads of energy out to wheels. Our ~40 billion gallons/year of diesel comes to about 5.6 quads, of which perhaps 2.5 gets to wheels. The total actually going to useful work is about 5.1 quads. That's only about 25% of our prospective supply of energy from biomass. This means that the problem IS solvable, in principle. It just can't be solved with ethanol in combustion engines.
Let me make this clear: ethanol is not a solution; it is a niche player at best. It cannot be a mainstay, and any program relying on it to perpetuate the status quo ante is doomed.
Right now you're probably asking, "If ethanol won't work, then what?" While it's logically possible for there to be no solution (e.g. the Halting Problem), you can see that I'm not going to tell you that. Nope, there are better solutions out there. People are putting some of these solutions into practice themselves, because they are tired of waiting for business and government to do it. So I'll list a few for you.
This is the #1 best option for petroleum independence, and eventual fossil independence. The PHEV is a hybrid with a bigger battery pack, a charger and a wall cord. As little as 20 miles of all-electric range would handle the average daily commute and cover 30-40% of all driving; a PHEV60 with 60 miles of all-electric range would cover as much as 74% of all driving. Combined with roughly 1/3 less inherent fuel consumption from hybrid economy, these cars could cut fuel demand by 50-60% with a PHEV20 to a whopping 80+% with a PHEV60.
Note that it's possible to convert a PHEV20 to a PHEV60 just by adding more or updated batteries. Note further that the daily electric demand of these cars, perhaps 15 kWh per day for a PHEV60 driven its full range, is still small enough to carry over standard house wiring at 110 volts for an overnight charge (10 hours). A 220 volt outlet would speed this drastically.
This would convert light-vehicle energy consumption from 17.6 quads of fuel to about 3.5 quads of fuel and perhaps another 2.3 quads of electricity (about 76 GW average). The US consumes about 13.7 quads of electricity (around 4000 billion kWH, ~450 GW average) per year; we'd notice a 17% increase, but if it was scheduled at night, during windy periods, and when generation is otherwise in surplus the grid managers would love it.
The other half of the ground transport problem (that you don't touch) is heavy trucks. These are almost exclusively diesel-powered, accounting for that 5.6 quads of fuel. They're also a tougher nut to crack, because they run longer distances than light vehicles and could not get as much benefit out of conventional batteries.
There are ways to address this, too:
The last three could pretty much eliminate petroleum requirements for long-haul trucking. The DCFC by itself could potentially replace 5.6 quads of diesel with 3.6 quads of carbon. If we harvested 20 quads of biomass and converted it to charcoal at 50% energy efficiency (easily done with low-tech equipment), we'd be able to run the trucks and still have 6.4 quads left over. Even zinc-air fuel cells could manage the job, either chemically (carbon reduction) or with about 6.5 quads of electricity to regenerate the zinc metal from zinc oxide.
This also ignores potential for more-efficient trucks. Wal-Mart is aiming to double the economy of its fleet from 6.5 MPG to 13 MPG. Cutting the problem in half makes it even easier.
Getting the USA completely off fossil fuels, or just imported petroleum, is a huge task. Slashing some of the sub-tasks, like ground transport, down to size is an essential part but not the whole job. For instance, even a full conversion to PHEV60's would leave perhaps 20% of demand for liquid fuel. That's about 28 billion gallons of gasoline equivalent (GGE) per year, or about 135 million metric tons of ethanol. As luck would have it, the process of producing charcoal for DCFC's also produces an off-gas which can be burned, fermented or otherwise processed into product. Roughly 10% of the total biomass (130 million out of 1.3 billion tons) would be carbon in the off-gas. Two companies are pushing processes for production of ethanol from syngas:
Ethanol is 24/46ths carbon by weight, or a hair more than half. If half of the carbon in the off-gas could be converted to ethanol, that would be 130 million tons. That might be a little short of the mark (especially given the difference between short and metric tons), but it's within striking distance of 100%. A plant which uses algae to capture and recycle the unused carbon could boost this figure considerably, creating a surplus for many other uses.
These possibilities are far less developed than ethanol from grain and cellulose, but they actually have the potential to eliminate petroleum dependence. They also have great possibilities for cutting atmospheric GHG's (for instance, the carbon from stationary DCFC's could be sequestered relatively easily... or recycled via algae). Taken together, these possibilities make the three-sided problem of fossil-fuel dependence, oil imports and climate change look manageable.
You're both wealthy and influential. The first thing you should do is dump your positions in ethanol ventures and then state loudly why you did so. Maybe you can help get the "flex-fuel" gas-guzzler loophole closed, just by making it obvious that you changed your mind and why.
You might also do one or several of the following:
In my less than humble opinion, the powers-that-be are promoting ethanol because it serves up subsidies to various interests while not threatening the status quo (oil companies). If you can make an end-run around those interests, you could improve the environment, the economy and the prospects of the average American while making a huge pile of money. Isn't that better than just being a shill for GM, the corn farmers and ADM?
Here's to your change of heart.
Update: "Petajoules" corrected to "exajoules".
Labels: ethanol, ethanol lobby, ethanol mirage, open letter
Labels: ethanol, ethanol mirage
Labels: ethanol, ethanol mirage, false firemen
Note 15-October-2006: If you came here via a Google search for "ethanol lobby", you probably want to read this concise summary of the issue before digging through this post. You can always come back later.
This is annoying. I've got two posts being editted (one on hydrogen, one to continue the analysis of the possibilities of a zinc economy) and distractions keep getting in the way. Fortunately, I'm getting a post out of this one. Recently, a mail from a very sincere but not terribly logical ethanol advocate was forwarded to me by James at Alternative Energy Blog. I picked apart some of the questionable claims and did a short analysis which showed that bio-fuels cannot possibly replace petroleum (quoted directly from my mail, lightly reformatted for the web):Executive summary:Apparently not. The response was a list of enterprises making fuel ethanol, and their annual production. I replied that they were probably in it for the subsidy money. This attracted a fairly long and marginally literate screed, from which I shall paraphrase the author's remarks to avoid quoting without permission.[deletia] Yes, you can derive energy from waste. No, you cannot use this to replace more than a small fraction of coal, oil and natural gas. To the extent that the waste contains energy derived from fossil fuels, the net benefit is even smaller. ... [referencing Going negative] I was talking about biomass as a source of CARBON, with most of the energy coming via a more direct route (from sunlight). You could have proven this to yourself with a little arithmetic, which would have shown that 600 million tons of biomass per year is nowhere near enough to replace US use of petroleum. Let's work it out just for show. Let's assume that all the biomass is carbohydrate, with a general formula of CH2O. If you converted the full 600 million tons to hydrocarbons by magical removal of the oxygen without adding more energy or losing any of the rest (impossible, but assume it for the sake of argument) this 600 million tons of biomass would make about 280 million tons/yr of syn-oil, or about 770 thousand tons per day. Figuring this as short tons and the density of the syn-oil at 0.8, that makes 873 thousand cubic meters of syn-oil per day or 5.5 million barrels. (Remember, this is with a process of impossible efficiency.) US oil consumption is approximately 20 million barrels/day, and then there's natural gas and coal. Even if you could manage this feat of removing oxygen from biomass and converting the carbon and hydrogen to syn-oil without losing any of it, you'd only replace about 27% of US petroleum consumption. You wouldn't even cut imports in half, and you wouldn't displace anything else. What you missed ... is that you can get a lot more out of the resource using a couple of levers to multiply the benefits from the inputs. In my blog example, the two levers are:
- Ethanol as currently made (from corn) is a loser.
- Biomass sources are insufficient to replace petroleum directly.
- Waste biomass can be a useful source of supplemental fuel and other chemicals, but most energy has to come from something else.
- The biggest advantages come from leveraging new energy sources and boosting efficiency, which can be done in very un-obvious ways.
Combine those two multipliers, and you go from a replacement for 27% of US crude use to replacing ALL motor fuel (roughly equal to US oil imports) and something like half of the coal-fired electricity too. [correspondent notes that THERE's a surprise is very down on ethanol and asks if I was being sarcastic in one piece or the other] I was being completely serious both times. The devil really and truly is in the details, and you've got to know your chemistry and physics to avoid getting completely lost. The laws of physics and thermodynamics are uncompromising and will break any attack you can throw at them without yielding, but you can sometimes find paths of lesser resistance which go around them like jiu-jitsu. "Nature, to be commanded, must be obeyed." The problem with current corn-growser subsidy programs, excuse me, alcohol fuel programs, is that they attack Nature head-on. This is why they need something like 3 BTU of fossil fuel inputs to get 4 BTU of alcohol out. Don't you agree that such wastefulness really is worthless?
- Using carbon from biomass to make a *solar* process much more efficient. Much of the new energy comes from the sunlight, not the carbon feed. (At least, that's what the Swiss are claiming they've done.)
- Getting the energy *out* in the form of metallic zinc, which can be used in a zinc-air battery instead of a combustion engine. The Zn-air battery is far more efficient than an engine and yields much more useful energy out per unit of input. It's like getting a new type of car engine that's 80% efficient instead of 20%.
[subsidies are not to get people to make alcohol] They aren't? There's a 52 cent/gallon federal subsidy for ethanol used in gasohol (5.2 cents/gallon tax charged to 100% gasoline but not 90% gasoline/10% ethanol). Subsidies to the growers are in addition to subsidies for the fuel blenders. [correspondent knows because correspondent is a farmer] I was going to go into your reply to my analysis and ask you why you had no rebuttal to the facts I cited - facts which prove that what you desire is IMPOSSIBLE - but you just explained everything in 4 words: "I am a farmer" That shows where your interests are. It is actually BETTER FOR YOU if ethanol cannot fully satisfy demand, because this means that you can never wind up with the oversupply problem that exists now. Here, I'll prove it. Look at the 2004 USDA harvest figures for corn:That's it, folks. The ethanol lobby is as foul a pile of money-grubbing liars as has ever graced Tammany Hall or the the oil-for-palaces office at the UN. They are not even trying to solve America's energy problems, they are trying to make certain that the problem is never solved so that they can benefit from a demand that their scheme can never sate. You can confront them with facts, and they will ignore them and continue to push programs which benefit only themselves with the lie that this is good for the nation. These people disgust me. Related items:
http://www.usda.gov/nass/graphics/county04/data/cr04.csv
I summed up the state by state figures and came up with 11.8 billion bushels total harvest. At a conversion rate of 2.66 gallons per bushel (per http://www.ethanol-gec.org/corn_eth.htm), you would only get 31.4 billion gallons if *all* of it was converted to ethanol. Total US motor gasoline consumption in 2003 was 134 billion gallons. (http://www.eia.doe.gov/emeu/aer/txt/ptb0513c.html). And given that each gallon of ethanol requires roughly 3/4 of a gallon-equivalent of fossil fuel (including about about 0.44 gallon-equivalent of natural gas, according to http://www.cvec.com/general_manager.htm), the net gain is perhaps 8 billion gallons-worth. That's a lousy 6%. In short: farmers will NEVER solve this problem, because it is PHYSICALLY IMPOSSIBLE. Worse, farmers DO NOT WANT THE PROBLEM SOLVED because if supply catches up with demand they wind up with the same unprofitable crop prices they have now. Conclusion: FARMERS BENEFIT FROM PUSHING A "SOLUTION" THAT CANNOT WORK. [correspondent know what farmers are and are not getting paid for] I know what fixes your personal problem as a farmer. I know that this will never fix the problems faced by the nation as a whole. [correspondent includes article titled "Claims that Ethanol has a Negative Energy Balance are Outrageous"] So what? Even if ethanol from corn required NO fuel for planting, tillage and harvest, NO fertilizer and NO distilling, it would STILL never come close to replacing petroleum. And you want it that way.
Labels: ethanol, ethanol lobby
Labels: ethanol, ethanol mirage
Blogchild of
Blogparent of
Visits since 2006/05/11: |