The Clean Energy Future Is Arriving Faster Than You Think
The
Energy
Transition
Delivery vans in Pittsburgh. Buses in Milwaukee. Cranes loading freight at the Port of Los Angeles. Every municipal building in Houston. All are powered by electricity derived from the sun, wind or other sources of clean energy.
Across the country, a profound shift is taking place that is nearly invisible to most Americans. The nation that burned coal, oil and gas for more than a century to become the richest economy on the planet, as well as historically the most polluting, is rapidly shifting away from fossil fuels.
A similar energy transition is already well underway in Europe and elsewhere. But the United States is catching up, and globally, change is happening at a pace that is surprising even the experts who track it closely.
Wind and solar power are breaking records, and renewables are now expected to overtake coal by 2025 as the world’s largest source of electricity. Automakers have made electric vehicles central to their business strategies and are openly talking about an expiration date on the internal combustion engine. Heating, cooling, cooking and some manufacturing are going electric.
As the planet registers the highest temperatures on record, rising in some places to levels incompatible with human life, governments around the world are pouring trillions of dollars into clean energy to cut the carbon pollution that is broiling the planet.
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The cost of generating electricity from the sun and wind is falling fast and in many areas is now cheaper than gas, oil or coal. Private investment is flooding into companies that are jockeying for advantage in emerging green industries.
“We look at energy data on a daily basis, and it’s astonishing what’s happening,” said Fatih Birol, the executive director of the International Energy Agency. “Clean energy is moving faster than many people think, and it’s become turbocharged lately.”
More than $1.7 trillion worldwide is expected to be invested in technologies such as wind, solar power, electric vehicles and batteries globally this year, according to the I.E.A., compared with just over $1 trillion in fossil fuels. That is by far the most ever spent on clean energy in a year.
Those investments are driving explosive growth. China, which already leads the world in the sheer amount of electricity produced by wind and solar power, is expected to double its capacity by 2025, five years ahead of schedule. In Britain, roughly one-third of electricity is generated by wind, solar and hydropower. And in the United States, 23 percent of electricity is expected to come from renewable sources this year, up 10 percentage points from a decade ago.
Solar and Wind Power Have Taken Off
Electricity generation per year, in terawatt hours
China
600 TWh
500
Solar
Wind
U.S.
China
400
E.U.
300
U.S.
200
E.U.
100
India
India
1990
2000
2010
2020
1990
2000
2010
2020
China
600 TWh
Solar
Wind
500
U.S.
China
400
E.U.
300
U.S.
200
E.U.
100
India
India
1990
2005
2022
1990
2005
2022
China
600 TWh
500
Solar
Wind
U.S.
China
400
E.U.
300
U.S.
200
E.U.
100
India
India
1990
2000
2010
2020
1990
2000
2010
2020
Source: The Energy Institute’s 2023 Statistical Review of World Energy
Note: Data reflects generation within country borders.
By The New York Times
“The nature of these exponential curves sometimes causes us to underestimate how quickly changes occur once they reach these inflection points and begin accelerating,” said former Vice President Al Gore, who called attention to what he termed a “planetary crisis” 17 years ago in his film “An Inconvenient Truth.” “The trend is definitely in favor of more and more renewable energy and less fossil energy.”
Even as the pace of change in the United States is surprising everyone from energy experts to automobile executives, fossil fuels still dominate energy production at home and abroad.
Corporations are building new coal mines, oil rigs and gas pipelines. The government continues to award leases for drilling projects on public lands and in federal waters and still subsidizes the industries. After posting record profits last year, leading oil companies are backing away from recent promises to invest more heavily in renewable energy.
The scale of change required to remake the systems that power the United States — all the infrastructure that needs to be removed, re-engineered and replaced — is mind-boggling. There are major challenges involved in adding large amounts of renewable energy to antiquated electric grids and mining enough minerals for clean technologies. Some politicians, including most Republicans, want the country to continue burning fossil fuels, even in the face of overwhelming scientific consensus that their use is endangering life on the planet. Dozens of conservative groups organized by the Heritage Foundation have created a policy playbook, should a Republican win the 2024 presidential election, that would reverse course on lowering emissions. It would shred regulations designed to curb greenhouse gases, dismantle nearly every federal clean energy program and boost the production of fossil fuels.
And while energy systems are changing fast, so is the climate. It is far from certain whether the United States and other polluting countries will do what scientists say is required to avert catastrophe: stop adding greenhouse gases to the atmosphere by 2050. All of the investment so far has slowed the pace at which emissions are growing worldwide, but the amount of carbon dioxide pumped into the atmosphere is at record levels.
And yet, from Beijing to London, Tokyo to Washington, Oslo to Dubai, the energy transition is undeniably racing ahead. Change is here, even in oil country.
‘Energy Is Energy’
As the workday begins in Tulsa, Okla., the assembly line at the electric school bus factory rattles to life. Crews fan out across the city to install solar panels on century-old Tudor homes. Teslas and Ford F-150 Lightnings pull up to charging stations powered in part by the country’s second-largest wind farm. And at the University of Tulsa’s School of Petroleum Engineering, faculty are working on ways to use hydrogen as a clean energy source.
Tulsa, a former boomtown once known as the “Oil Capital of the World” where the minor league baseball team is the Drillers, is immersed in a new energy revolution.
At the port, an Italian company, Enel, is building a $1 billion solar panel factory. The bus factory is operated by Navistar, one of the biggest commercial vehicle makers in the world. And the city’s main electric utility, Public Service Company of Oklahoma, now harvests more than 28 percent of its power from wind.
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Clean energy entrepreneurs are flocking to Oklahoma, too. Francis Energy, a fast-growing maker of electric vehicle charging stations, is based in Tulsa. Canoo, an electric vehicle start-up, is building a 100,000-square-foot battery factory at a nearby industrial park and a manufacturing plant for its trucks in Oklahoma City, though there are questions about whether the company will have enough funding to realize its plans. And teams from Solar Power of Oklahoma are busy fastening photovoltaic panels to the roofs of homes and businesses around Tulsa.
The city is embracing its shifting identity.
“We have a tremendous sense of pride in our history,” said Dewey F. Bartlett Jr., the Republican former mayor of Tulsa who was an oil and gas executive but now helps recruit clean energy companies to the region. “But we also understand that energy is energy, whether it is generated by wind, steam or whatever it might be.”
Around the country, clean energy is taking root in unlikely locales.
Houston, home to more than 500 oil and gas companies, also has more than 130 solar- and wind-related companies. Some of the country’s largest wind and solar farms are in the Texas flatlands outside the city, and a huge wind farm has been proposed off the coast of Galveston.
In Arkansas, a planned solar farm — the state’s biggest — is expected to help power a nearby U.S. Steel factory that is undergoing a $3 billion upgrade. When complete, the plant will use electric furnaces to mold scrap steel into new products. That will result in about 80 percent less greenhouse gases, the company says, and set the pace for an industry that has been a major polluter.
About two-thirds of the new investment in clean energy is in Republican-controlled states, where policymakers have historically resisted renewables. But with each passing month, the politics seem to matter less than the economics.
“We’re the reddest state in the country, and we’re an oil and gas state,” said J.W. Peters, president of Solar Power of Oklahoma. “So it took a lot of time to convince people that this wasn’t snake oil.”
Mr. Peters was broke six years ago, with less than $400 in his checking account after his contracting business slowed down. Then he responded to a help-wanted ad looking for workers to install solar panels, which were becoming more popular in Tulsa. He now employs 61 workers and has $18 million in annual sales. “The environmental benefits are nice,” he said, “but most people are doing this for the financial opportunity.”
‘Something Very Dramatic’
Fifteen years ago, solar panels, wind turbines and battery-powered vehicles were widely viewed as niche technologies, too expensive and unreliable for mainstream use.
But clean energy became cheap far faster than anyone expected. Since 2009, the cost of solar power has plunged by 83 percent, while the cost of producing wind power has fallen by more than half. The price of lithium-ion battery cells fell 97 percent over the past three decades.
Today, solar and wind power are the least expensive new sources of electricity in many markets, generating 12 percent of global electricity and rising. This year, for the first time, global investors are expected to pour more money into solar power — some $380 billion — than into drilling for oil.
The Cost of Renewable Energy Has Plummeted
Cost of building and running new power plants, in dollars per megawatt hour
$300
Others
Solar
Utility-scale
wind
Onshore
$200
$180
Nuclear
$117
Coal
$100
$70
Gas
$60
$50
2009
2023
2009
2023
2009
2023
Solar
Utility-scale
wind
Onshore
$200
$100
$60
$50
2009
2023
2009
2023
Others
$180
Nuclear
$117
Coal
$70
Gas
2009
2023
$300
Others
Solar
Utility-scale
wind
Onshore
$200
$180
Nuclear
$117
Coal
$100
$70
Additional resources:Advantages & Disadvantages of Solar Energy
What Is EV Charging & How Does it Work?
Investing in EV Charging Stations: Business Opportunity
Gas
$60
$50
2009
2023
2009
2023
2009
2023
Source: Lazard
Notes: Charts reflect the mean levelized cost of energy, which captures the price of building and running new power plants but excludes other electrical system costs. Lazard did not release data for 2022. In 2023, costs rose because of supply-chain problems, inflation and other issues.
By The New York Times
The rapid drop in costs for solar energy, wind power and batteries can be traced to early government investment and steady improvements over time by hundreds of researchers, engineers and entrepreneurs around the world.
“The world has produced nearly three billion solar panels at this point, and every one of those has been an opportunity for people to try to improve the process,” said Gregory Nemet, a solar power expert at the University of Wisconsin-Madison. “And all of those incremental improvements add up to something very dramatic.”
An equally potent force, along with the technological advances, has been an influx of money — in particular, a gusher since 2020 of government subsidies.
In the United States, President Biden signed a trio of laws during his first two years in office that allocated unprecedented funds for clean energy: A $1 trillion bipartisan infrastructure law provided money to enhance the power grid, buy electric buses for schools and build a national network of electric vehicle chargers. The bipartisan CHIPS and Science Act set aside billions of dollars for semiconductors vital to car manufacturing. And the Inflation Reduction Act, which marks its first anniversary on Aug. 16, is by far the most ambitious attempt to fight climate change in American history.
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That landmark law provided tax breaks related to electric vehicles, heat pumps and energy efficiency upgrades, solar panel and wind turbine manufacturing and clean hydrogen production. The government is also investing in efforts to capture carbon emissions and store them before they can reach the atmosphere, as well as technology that can remove them directly from the air.
Originally estimated to cost roughly $391 billion between 2022 and 2031, the tax breaks are proving so popular with manufacturers and consumers that estimates now put the cost as high as $1.2 trillion over the next decade.
Combined, the three laws have prompted companies to announce at least $230 billion in manufacturing investments so far. In Georgia, a Korean solar manufacturer, Qcells, is building a $2.5 billion plant. In Nevada, Tesla is building a new $3.6 billion electric truck factory. And in Oklahoma, the Enel and Canoo facilities are primed to benefit from the Inflation Reduction Act, as is a new $4.4 billion battery factory being considered by Panasonic, the Japanese conglomerate.
“There’s a lot of appetite to invest in the United States thanks to that law,” said Giovanni Bertolino, an executive at Enel, adding that the plant his company is building in Tulsa would not exist without the Inflation Reduction Act.
Regulations are also hastening the energy transition. Mr. Biden has proposed tough new federal pollution limits on tailpipes and smokestacks, but several states are acting on their own. California, with market muscle that influences the entire auto industry, plans to halt sales of new gas-powered cars by 2035 and new diesel-powered trucks by 2036 — and a handful of states are following suit. In May, New York became the first state to ban gas hookups in most new buildings, requiring all-electric heating and cooking starting in 2026. Several cities, including New York and San Francisco, have similar prohibitions, although some Republican-controlled states have blocked their municipalities from banning gas.
Heavy investment by the United States has spurred a spirited reaction from other wealthy nations. Countries that initially complained that the United States was unfairly subsidizing clean energy manufacturers have since engaged in a sort of friendly subsidy race.
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Canada, South Korea and others have pushed for their companies to have better access to the American incentives, while offering similar subsidies to their domestic manufacturers. After Russia invaded Ukraine last year, the European Union moved to lessen its dependence on Russian oil and gas. In May, for the first time ever, wind and solar power in the E.U. generated more electricity than fossil fuels.
And in China, which is currently both the world’s top polluter and the global leader for renewable power, the government continues to invest in every stage of clean energy production, from solar cells to batteries, wind turbines and more. Like the United States, China provides subsidies to buyers of electric vehicles. Last year it spent $546 billion on clean energy, far more than any other country in the world.
With costs falling fast, manufacturing has picked up and installations of solar and wind projects have increased. The U.S. solar industry installed a record 6.1 gigawatts of capacity in the first quarter of 2023, a 47 percent increase over the same period last year.
And those low costs have led many of the United States’ biggest corporations, such as Alphabet, Amazon and General Motors, to purchase large amounts of wind and solar power, because it burnishes their reputations and because it makes good economic sense.
“We’re seeing the nonlinear change happen before us,” said Jon Creyts, chief executive of RMI, a nonprofit organization that promotes the energy transition. “And that’s important, because we’re facing a climate crisis right now.”
‘A National Phenomenon’
Steve Uerling’s Tulsa home is a model of energy efficiency. He replaced all his incandescent light bulbs with LEDs. He installed a heat pump and rooftop solar panels this year. And he drives a plug-in hybrid Ford Fusion and a Tesla Model 3.
Mr. Uerling, a mechanical engineer, said he wanted to see renewable power take off in Oklahoma and was trying to do his part. But he was also driven by his wallet.
“My fuel cost is equivalent to getting 200 miles a gallon on gasoline,” he said. “We charge at night, when we get a much cheaper rate on our electricity.”
Electric Cars Are Gaining Momentum
Electric models as percentage of total passenger vehicle sales
30%
25%
20% sales
15%
10%
U.S.
E.U.
China
5%
2010
2016
2022
2010
2016
2022
2010
2016
2022
25% sales
20%
15%
10%
U.S.
E.U.
China
5%
2010
2022
2010
2022
2010
2022
Source: International Energy Agency
Note: Sales share of battery electric vehicles excludes plug-in hybrids.
By The New York Times
Millions of people around the country are making similar calculations. Electric vehicles are by far the fastest-growing segment of the auto industry, with record sales of 300,000 in the second quarter of 2023, a 48 percent increase from a year earlier. Teslas are now among the best-selling cars in the country, and Ford has expanded its production of the F-150 Lightning, the electric version of its popular pickup truck, after a surge of initial demand created a waiting list.
Concerns among consumers about the availability of charging stations as well as the cost of some models have helped to cool sales somewhat, leading some automakers to slash prices. Still, federal tax credits of up to $7,500 have made the least expensive electric vehicles competitive with gas-powered cars. And about two dozen states offer additional tax credits, rebates or reduced fees, further pushing down their cost.
Government action is also helping heavier vehicles go electric. Sales of electric school buses are soaring, largely because of $5 billion in federal grants that can cover 100 percent of the cost for low-income communities. The Postal Service plans to spend nearly $10 billion to purchase 66,000 electric mail trucks — roughly 30 percent of its fleet — over the next five years.
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In the private sector, Amazon has ordered 100,000 electric delivery trucks from Rivian. Tesla has an electric semitruck, as do several other manufacturers, including Peterbilt.
Companies that provide charging stations are springing up to meet the demand. Francis Energy has more than 400 chargers across Oklahoma and is expanding nationwide. EVgo, which has one of the largest fast-charging networks in the United States, plans to more than double the 3,000 charging stalls it operates.
“It is not a red-state, blue-state thing,” said Cathy Zoi, EVgo’s chief executive. “It is a national phenomenon.”
In an unusual move, seven carmakers — BMW Group, General Motors, Honda, Hyundai, Kia, Mercedes-Benz Group and Stellantis — are spending $1 billion in a joint venture to build 30,000 charging ports on major highways and other locations in the United States and Canada.
The shift is happening so quickly that some of America’s most iconic automakers are preparing for a world beyond gasoline-powered cars and trucks.
General Motors, which has the largest market share of any carmaker in the United States, has committed to selling only zero-emissions vehicles by 2035. It’s a “once-in-a-generation inflection point” for the 114-year-old automaker, according to Mary Barra, G.M.’s chief executive.
In an interview, Ms. Barra said her company began to consider an all-electric future in 2020. “We started to see this happening with the consumer research we did,” said Ms. Barra, who has subsequently bet billions on G.M.’s efforts to reorient its engineering, overhaul its manufacturing facilities and processes and build new battery plants.
As the cost of batteries comes down, and the number of charging stations nationwide goes up, Ms. Barra expects exponential growth. “I think it’s going to be definitely an upward trajectory,” she said. “It’ll be a little bumpy, but bumpy growing.”
FREEDOM! I stand in a cluttered room surrounded by the debris of electrical enthusiasm: wire peelings, snippets of copper, yellow connectors, insulated pliers. For me these are the tools of freedom. I have just installed a dozen solar panels on my roof, and they work. A meter shows that 1,285 watts of power are blasting straight from the sun into my system, charging my batteries, cooling my refrigerator, humming through my computer, liberating my life.
The euphoria of energy freedom is addictive. Don't get me wrong; I love fossil fuels. I live on an island that happens to have no utilities, but otherwise my wife and I have a normal American life. We don't want propane refrigerators, kerosene lamps, or composting toilets. We want a lot of electrical outlets and a cappuccino maker. But when I turn on those panels, wow!
Maybe that's because for me, as for most Americans, one energy crisis or another has shadowed most of the past three decades. From the OPEC crunch of the 1970s to the skyrocketing cost of oil and gasoline today, the world's concern over energy has haunted presidential speeches, congressional campaigns, disaster books, and my own sense of well-being with the same kind of gnawing unease that characterized the Cold War.
As National Geographic reported in June 2004, oil, no longer cheap, may soon decline. Instability where most oil is found, from the Persian Gulf to Nigeria to Venezuela, makes this lifeline fragile. Natural gas can be hard to transport and is prone to shortages. We won't run out of coal anytime soon, or the largely untapped deposits of tar sands and oil shale. But it's clear that the carbon dioxide spewed by coal and other fossil fuels is warming the planet, as this magazine reported last September.
3:01
Cutting loose from that worry is enticing. With my new panels, nothing stands between me and limitless energy—no foreign nation, no power company, no carbon-emission guilt. I'm free!
Well, almost. Here comes a cloud.
Shade steals across my panels and over my heart. The meter shows only 120 watts. I'm going to have to start the generator and burn some more gasoline. This isn't going to be easy after all.
The trouble with energy freedom is that it's addictive; when you get a little, you want a lot. In microcosm I'm like people in government, industry, and private life all over the world, who have tasted a bit of this curious and compelling kind of liberty and are determined to find more.
Some experts think this pursuit is even more important than the war on terrorism. "Terrorism doesn't threaten the viability of the heart of our high-technology lifestyle," says Martin Hoffert, a professor of physics at New York University. "But energy really does."
Energy conservation can stave off the day of reckoning, but in the end you can't conserve what you don't have. So Hoffert and others have no doubt: It's time to step up the search for the next great fuel for the hungry engine of humankind.
Is there such a fuel? The short answer is no. Experts say it like a mantra: "There is no silver bullet." Though a few true believers claim that only vast conspiracies or lack of funds stand between us and endless energy from the vacuum of space or the core of the Earth, the truth is that there's no single great new fuel waiting in the heart of an equation or at the end of a drill bit.
Enthusiasm about hydrogen-fueled cars may give the wrong impression. Hydrogen is not a source of energy. It's found along with oxygen in plain old water, but it isn't there for the taking. Hydrogen has to be freed before it is useful, and that costs more energy than the hydrogen gives back. These days, this energy comes mostly from fossil fuels. No silver bullet there.
The long answer about our next fuel is not so grim, however. In fact, plenty of contenders for the energy crown now held by fossil fuels are already at hand: wind, solar, even nuclear, to name a few. But the successor will have to be a congress, not a king. Virtually every energy expert I met did something unexpected: He pushed not just his own specialty but everyone else's too.
"We're going to need everything we can get from biomass, everything we can get from solar, everything we can get from wind," says Michael Pacheco, director of the National Bioenergy Center, part of the National Renewable Energy Laboratories (NREL) in Golden, Colorado. "And still the question is, can we get enough?"
The big problem is big numbers. The world uses some 320 billion kilowatt-hours of energy a day. It's equal to about 22 bulbs burning nonstop for every person on the planet. No wonder the sparkle is seen from space. Hoffert's team estimates that within the next century humanity could use three times that much. Fossil fuels have met the growing demand because they pack millions of years of the sun's energy into a compact form, but we will not find their like again.
Fired up by my taste of energy freedom, I went looking for technologies that can address those numbers. "If you have a big problem, you must give a big answer," says a genial energy guru named Hermann Scheer, a member of the German parliament. "Otherwise people don't believe."
The answers are out there. But they all require one more thing of us humans who huddle around the fossil fuel fire: We're going to have to make a big leap—toward a different kind of world.
Solar: Free Energy, at a Price
On a cloudy day near the city of Leipzig in the former East Germany, I walked across a field of fresh grass, past a pond where wild swans fed. The field was also sown with 33,500 photovoltaic panels, planted in rows like silver flowers all turned sunward, undulating gently across the contours of the land. It's one of the largest solar arrays ever. When the sun emerges, the field produces up to five megawatts of power, and it averages enough for 1,800 homes.
Nearby are gaping pits where coal was mined for generations to feed power plants and factories. The skies used to be brown with smoke and acrid with sulfur. Now the mines are being turned into lakes, and power that once came from coal is made in a furnace 93 million miles (150 million kilometers) away.
Solar electric systems catch energy directly from the sun—no fire, no emissions. Some labs and companies are trying out the grown-up version of a child's magnifying glass: giant mirrored bowls or troughs to concentrate the sun's rays, producing heat that can drive a generator. But for now, sun power mostly means solar cells.
The idea is simple: Sunlight falling on a layer of semiconductor jostles electrons, creating a current. Yet the cost of the cells, once astronomical, is still high. My modest system cost over $15,000 (U.S.), about $10 a watt of capacity, including batteries to store power for when the sun doesn't shine.
Like most things electronic, solar power has been getting cheaper. "Thirty years ago it was cost effective on satellites," says Daniel Shugar, president of PowerLight Corporation, a fast-growing California company that has built solar installations for clients including Toyota and Target. "Today it can be cost-effective for powering houses and businesses," at least where utility power is expensive or unavailable. Tomorrow, he says, it will make sense for almost everyone.
Martin Roscheisen, CEO of a company called Nanosolar, sees that future in a set of red-topped vials, filled with tiny particles of semiconductor. "I put some of that on my finger, and it disappeared right into my skin," he says. He won't say exactly what the particles are, but the "nano" in the company name is a hint: They are less than a hundred nanometers across—about the size of a virus, and so small they slip right through skin.
Roscheisen believes those particles promise a low-cost way to create solar cells. Instead of making the cells from slabs of silicon, his company will paint the particles onto a foil-like material, where they will self-assemble to create a semiconductor surface. The result: a flexible solar-cell material 50 times thinner than today's solar panels. Roscheisen hopes to sell it in sheets, for about 50 cents a watt.
"Fifty cents a watt is kind of the holy grail," says David Pearce, president and CEO of Miasolé, one of many other companies working on "thin-film" solar cells. At that price solar could compete with utilities and might take off. If prices continued to drop, solar cells might change the whole idea of energy by making it cheap and easy for individuals to gather for themselves. That's what techies call a "disruptive technology."
"Automobiles were disruptive to the horse and buggy business," Dan Shugar says. "PCs were disruptive to the typewriter industry. We believe solar electric systems will be disruptive to the energy industry."
Yet price isn't the only hurdle solar faces. There are the small matters of clouds and darkness, which call for better ways of storing energy than the bulky lead-acid batteries in my system. But even if those hurdles are overcome, can solar really make the big energy we need?
With solar now providing less than one percent of the world's energy, that would take "a massive (but not insurmountable) scale-up," NYU's Hoffert and his colleagues said in an article in Science. At present levels of efficiency, it would take about 10,000 square miles (25,900 square kilometers) of solar panels—an area bigger than Vermont—to satisfy all of the United States' electricity needs. But the land requirement sounds more daunting than it is: Open country wouldn't have to be covered. All those panels could fit on less than a quarter of the roof and pavement space in cities and suburbs.
Wind: Feast or Famine
Wind, ultimately driven by sun-warmed air, is just another way of collecting solar energy, but it works on cloudy days. One afternoon I stood in a field near Denmark's west coast under a sky so dark and heavy it would have put my own solar panels into a coma. But right above me clean power was being cranked out by the megawatt. A blade longer than an airplane wing turned slowly in a strong south breeze. It was a wind turbine.
The turbine's lazy sweep was misleading. Each time one of the three 130-foot (40-meter) blades swung past, it hissed as it sliced the air. Tip speed can be well over 100 miles (161 kilometers) an hour. This single tower was capable of producing two megawatts, almost half the entire output of the Leipzig solar farm.
In Denmark, turning blades are always on the horizon, in small or large groups, like spokes of wheels rolling toward a strange new world. Denmark's total installed wind power is now more than 3,000 megawatts—about 20 percent of the nation's electrical needs. All over Europe generous incentives designed to reduce carbon emissions and wean economies from oil and coal have led to a wind boom. The continent leads the world in wind power, with almost 35,000 megawatts, equivalent to 35 large coal-fired power plants. North America, even though it has huge potential for wind energy, remains a distant second, with just over 7,000 megawatts. With the exception of hydroelectric power—which has been driving machines for centuries but has little room to grow in developed countries—wind is currently the biggest success story in renewable energy.
"When I started in 1987, I spent a lot of time sitting in farmers' houses until midnight talking to the neighbors, just selling one turbine," says Hans Buus. He's director of project development for a Danish energy company called Elsam. "I would not have been able to imagine the level it is today."
He means not only the number of turbines but also their sheer size. In Germany I saw a fiberglass-and-steel prototype that stands 600 feet (183 meters) tall, has blades 200 feet (61 meters) long, and can generate five megawatts. It's not just a monument to engineering but also an effort to overcome some new obstacles to wind power development.
One is aesthetic. England's Lake District is a spectacular landscape of bracken-clad hills and secluded valleys, mostly protected as a national park. But on a ridge just outside the park, though not outside the magnificence, 27 towers are planned, each as big as the two-megawatt machine in Denmark. Many locals are protesting. "This is a high-quality landscape," says one. "They shouldn't be putting those things in here."
Danes seem to like turbines more than the British, perhaps because many Danish turbines belong to cooperatives of local residents. It's harder to say "not in my backyard" if the thing in your backyard helps pay for your house. But environmental opposition is not the only trouble facing wind development. Across Europe many of the windiest sites are already occupied. So the five-megawatt German machine is designed to help take wind power away from the scenery and out to abundant new sites at sea.
Many coastlines have broad areas of shallow continental shelf where the wind blows more steadily than on land and where, as one wind expert puts it, "the seagulls don't vote." (Real voters, however, sometimes still object to the sight of towers on the horizon.) It costs more to build and maintain turbines offshore than on land, but an underwater foundation for a five-megawatt tower is cheaper per megawatt than a smaller foundation. Hence the German giant.
There are other challenges. Like sailboats, wind turbines can be calmed for days. To keep the grid humming, other sources, such as coal-fired power plants, have to stand ready to take up the slack. But when a strong wind dumps power into the grid, the other generators have to be turned down, and plants that burn fuel are not quickly adjustable. A wind-power bonanza can become a glut. Denmark, for example, is sometimes forced to unload power at uneconomic rates to neighbors like Norway and Germany.
What's needed for wind as well as solar is a way to store a large energy surplus. Technology already exists to turn it into fuels such as hydrogen or ethanol or harness it to compress air or spin flywheels, banking energy that can later churn out electricity. But most systems are still decades from becoming economically feasible.
On the plus side, both wind and solar can provide what's called distributed energy: They can make power on a small scale near the user. You can't have a private coal plant, but you can have your own windmill, with batteries for calm days. The more houses or communities make their own wind power, the smaller and cheaper central power plants and transmission lines can be.
In Europe's big push toward wind power, the turbines keep growing. But in Flagstaff, Arizona, Southwest Windpower makes turbines with blades you can pick up in one hand. The company has sold about 60,000 of the little turbines, most of them for off-grid homes, sailboats, and remote sites like lighthouses and weather stations. At 400 watts apiece they can't power more than a few lights.
But David Galley, Southwest's president, whose father built his first wind turbine out of washing machine parts, is testing a new product he calls an energy appliance. It will stand on a tower as tall as a telephone pole, produce up to two kilowatts in a moderate wind, and come with all the electronics needed to plug it into the house.
Many U.S. utilities are required to pay for power that individuals put back into the grid, so anyone in a relatively breezy place could pop up the energy appliance in the yard, use the power when it's needed, and feed it back into the grid when it's not. Except for the heavy loads of heating and air-conditioning, this setup could reduce a home's annual power bill to near zero. If, as Galley hopes, he can ultimately sell the energy appliance for under $3,000, it would pay for itself with energy savings within a few years.
Somewhere in this mix of the grand and the personal, there may be big numbers in wind too.
Biomass: Farming Your Fuel
In Germany, driving from the giant wind turbine near Hamburg to Berlin, I regularly got an odd whiff: the sort-of-appetizing scent of fast food. It was a puzzle until a tanker truck passed, emblazoned with the word "biodiesel." The scent was of burning vegetable oil. Germany uses about 450 million gallons (1.7 billion liters) of biodiesel a year, about 3 percent of its total diesel consumption.
Biomass energy has ancient roots. The logs in your fire are biomass. But today biomass means ethanol, biogas, and biodiesel—fuels as easy to burn as oil or gas, but made from plants. These technologies are proven. Ethanol produced from corn goes into gasoline blends in the U.S.; ethanol from sugarcane provides 50 percent of automobile fuel in Brazil. In the U.S. and other nations, biodiesel from vegetable oil is burned, pure or mixed with regular diesel, in unmodified engines. "Biofuels are the easiest fuels to slot into the existing fuel system," says Michael Pacheco, the National Bioenergy Center director.
What limits biomass is land. Photosynthesis, the process that captures the sun's energy in plants, is far less efficient per square foot than solar panels, so catching energy in plants gobbles up even more land. Estimates suggest that powering all the world's vehicles with biofuels would mean doubling the amount of land devoted to farming.
At the National Bioenergy Center, scientists are trying to make fuel-farming more efficient. Today's biomass fuels are based on plant starches, oils, and sugars, but the center is testing organisms that can digest woody cellulose, abundant in plants, so that it too could yield liquid fuel. More productive fuel crops could help as well.
One is switchgrass, a plant native to North America's prairies that grows faster and needs less fertilizer than corn, the source of most ethanol fuel made in the U.S. It also thrives on land unfit for other crops and does double duty as a source of animal food, further reducing the pressure on farmland.
"Preliminary results look promising," says Thomas Foust, the center's technology manager. "If you increase automobile efficiency to the level of a hybrid and go with the switchgrass crop mix, you could meet two-thirds of the U.S. transportation fuel demand with no additional land."
But technically possible doesn't mean politically feasible. From corn to sugarcane, all crops have their own lobbyists. "We're looking down a lot of alleys," says Pacheco. "And every alley has its own vested interest group. Frankly, one of the biggest challenges with biomass is that there are so many options."
Nuclear: Still a Contender
Nuclear fission appeared to lead the race as an energy alternative decades ago, as countries began building reactors. Worldwide, about 440 plants now generate 16 percent of the planet's electric power, and some countries have gone heavily nuclear. France, for instance, gets 78 percent of its electricity from fission.
The allure is clear: abundant power, no carbon dioxide emissions, no blots on the landscape except an occasional containment dome and cooling tower. But along with its familiar woes—the accidents at Three Mile Island and Chornobyl, poor economics compared with fossil fuel plants, and the challenge of radioactive waste disposal—nuclear power is far from renewable. The readily available uranium fuel won't last much more than 50 years.
Yet enthusiasm is reviving. China, facing a shortage of electric power, has started to build new reactors at a brisk pace—one or two a year. In the U.S., where some hydrogen-car boosters see nuclear plants as a good source of energy for making hydrogen from water, Vice President Dick Cheney has called for "a fresh look" at nuclear. And Japan, which lacks its own oil, gas, and coal, continues to encourage a fission program. Yumi Akimoto, a Japanese elder statesman of nuclear chemistry, saw the flash of the bomb at Hiroshima as a boy yet describes nuclear fission as "the pillar of the next century."
In the town of Rokkasho at the northernmost tip of Honshu Island, Japan is working to get around the limits of the uranium supply. Inside a new 20-billion-U.S.-dollar complex, workers wear pale blue work suits and an air of patient haste. I looked in on cylindrical centrifuges for enriching uranium and a pool partly filled with rods of spent nuclear fuel, cooling. Spent fuel is rich in plutonium and leftover uranium—valuable nuclear material that the plant is designed to salvage. It will "reprocess" the spent fuel into a mixture of enriched uranium and plutonium called MOX, for mixed oxide fuel. MOX can be burned in some modern reactors and could stretch the fuel supply for decades or more.
Reprocessing plants in other countries also turn spent fuel into MOX. But those plants originally made plutonium for nuclear weapons, so the Japanese like to say that theirs, due to start up in 2007, is the first such plant built entirely for peaceful use. To assure the world that it will stay that way, the Rokkasho complex includes a building for inspectors from the International Atomic Energy Agency, the United Nations' nuclear watchdog, who will make certain that none of the plutonium is diverted for weapons.
That doesn't satisfy nuclear energy opponents. Opposition has mounted in Japan after fatal accidents at the country's nuclear plants, including one that killed two workers and exposed others to radiation. Shortly after my visit to Rokkasho, about a hundred protesters marched outside the plant in a blizzard.
A bigger controversy would greet what some nuclear proponents think is a crucial next step: a move to breeder reactors. Breeders can make more fuel than they consume, in the form of plutonium that can be extracted by reprocessing the spent fuel. But experimental breeder reactors have proved to be temperamental, and a full-scale breeder program could be an arms-control nightmare because of all the plutonium it would put in circulation.
Akimoto, for one, believes that society has to get comfortable with fuel reprocessing if it wants to count on nuclear energy. He spoke to me through an interpreter, but to emphasize this point he jumped into English: "If we are going to accept nuclear power, we have to accept the total system. Sometimes we want to get the first crop of fruit but forget how to grow the trees."
Fusion: The Fire Some Time
Fusion is the gaudiest of hopes, the fire of the stars in the human hearth. Produced when two atoms fuse into one, fusion energy could satisfy huge chunks of future demand. The fuel would last millennia. Fusion would produce no long-lived radioactive waste and nothing for terrorists or governments to turn into weapons. It also requires some of the most complex machinery on Earth.
A few scientists have claimed that cold fusion, which promises energy from a simple jar instead of a high-tech crucible, might work. The verdict so far: No such luck. Hot fusion is more likely to succeed, but it will be a decades-long quest costing billions of dollars.
Hot fusion is tough because the fuel—a kind of hydrogen—has to be heated to 180 million degrees Fahrenheit (100 million degrees Celsius) or so before the atoms start fusing. At those temperatures the hydrogen forms a roiling, unruly vapor of electrically charged particles, called plasma. "Plasma is the most common state of matter in the universe," says one physicist, "but it's also the most chaotic and the least easily controlled." Creating and containing plasma is so challenging that no fusion experiment has yet returned more than 65 percent of the energy it took to start the reaction.
Now scientists in Europe, Japan, and the U.S. are refining the process, learning better ways to control plasma and trying to push up the energy output. They hope that a six-billion-U.S.-dollar test reactor called ITER will get the fusion bonfire blazing—what physicists call "igniting the plasma." The next step would be a demonstration plant to actually generate power, followed by commercial plants in 50 years or so.
"I am 100 percent sure we can ignite the plasma," says Jerome Pamela, the project manager of a fusion machine called the Joint European Torus, or JET, at Britain's Culham Science Center. "The biggest challenge is the transition between the plasma and the outside world." He means finding the right materials for the lining of the ITER plasma chamber, where they will have to withstand a bombardment of neutrons and transfer heat to electric generators.
At Culham I saw an experiment in a tokamak, a device that cages plasma in a magnetic field shaped like a doughnut—the standard design for most fusion efforts, including ITER. The physicists sent a huge electrical charge into the gas-filled container, a scaled-down version of JET. It raised the temperature to about ten million degrees Celsius, not enough to start fusion but enough to create plasma.
The experiment lasted a quarter of a second. A video camera shooting 2,250 frames a second captured it. As it played back, a faint glow blossomed in the chamber, wavered, grew into a haze visible only on its cooling edges, and vanished.
It was—well, disappointing. I had expected the plasma to look like a movie shot of an exploding automobile. This was more like a ghost in an English paneled library.
But this phantom was energy incarnate: the universal but elusive magic that all our varied technologies—solar, wind, biomass, fission, fusion, and many others large or small, mainstream or crazy—seek to wrestle into our service.
Taming that ghost is not just a scientific challenge. The ITER project has been held up by a seemingly simple problem. Since 2003 the participating countries—including much of the developed world—have been deadlocked over where to build the machine. The choice has come down to two sites, one in France and one in Japan.
As all energy experts will tell you, this proves a well-established theory. There's only one force tougher to manage than plasma: politics.
Although some politicians believe the task of developing the new energy technologies should be left to market forces, many experts disagree. That's not just because it's expensive to get new technology started, but also because government can often take risks that private enterprise won't.
"Most of the modern technology that has been driving the U.S. economy did not come spontaneously from market forces," NYU's Martin Hoffert says, ticking off jet planes, satellite communications, integrated circuits, computers. "The Internet was supported for 20 years by the military and for 10 more years by the National Science Foundation before Wall Street found it."
Without a big push from government, he says, we may be condemned to rely on increasingly dirty fossil fuels as cleaner ones like oil and gas run out, with dire consequences for the climate. "If we don't have a proactive energy policy," he says, "we'll just wind up using coal, then shale, then tar sands, and it will be a continually diminishing return, and eventually our civilization will collapse. But it doesn't have to end that way. We have a choice."
It's a matter of self-interest, says Hermann Scheer, the German member of parliament. "I don't appeal to the people to change their conscience," he said in his Berlin office, where a small model of a wind turbine turned lazily in a window. "You can't go around like a priest." Instead, his message is that nurturing new forms of energy is necessary for an environmentally and economically sound future. "There is no alternative."
Already, change is rising from the grass roots. In the U.S., state and local governments are pushing alternative energies by offering subsidies and requiring that utility companies include renewable sources in their plans. And in Europe financial incentives for both wind and solar energy have broad support even though they raise electric bills.
Alternative energy is also catching on in parts of the developing world where it's a necessity, not a choice. Solar power, for example, is making inroads in African communities lacking power lines and generators. "If you want to overcome poverty, what do people need to focus on?" asks Germany's environment minister, Jiirgen Trittin. "They need fresh water and they need energy. For filling the needs of remote villages, renewable energy is highly competitive."
In developed countries there's a sense that alternative energy—once seen as a quaint hippie enthusiasm—is no longer alternative culture. It's edging into the mainstream. The excitement of energy freedom seems contagious.
One afternoon last year, near a village north of Munich, a small group of townspeople and workers inaugurated a solar facility. It would soon surpass the Leipzig field as the largest in the world, with six megawatts of power.
About 15 people gathered on a little manmade hill beside the solar farm and planted four cherry trees on the summit. The mayor of the tidy nearby town brought out souvenir bottles of schnapps. Almost everyone had a swig, including the mayor.
Then he said he would sing to the project's construction supervisor and a landscape artist, both American women. The two women stood together, grinning, with the field of solar panels soaking up energy behind them. The German mayor straightened his dark suit, and the other men leaned on their shovels.
Fifty years ago, I thought, there were still bombed-out ruins in the cities of Europe. The Soviet Union was planning Sputnik. Texas oil was $2.82 U.S. a barrel. At the most, we have 50 years to make the world over again. But people change, adapt, and make crazy new stuff work. I thought about Dan Shugar talking about disruptive technologies. "There's a sense of excitement," he had said. "There's a sense of urgency. There's a sense that we cannot fail."
On the hilltop, the mayor took a deep breath. He sang, in a booming tenor, without missing a note or a word, the entire song "O Sole Mio." Everyone cheered.