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Pathways to 1.5C
Market-driven, transformative solutions to combat climate change
What if the real momentum in actions to address climate change in the years ahead come not from top-down central
government mandates but from voluntary decisions by customers, communities, corporations, and other institutions to choose
clean and aordable energy options? What if the surprisingly steep cost declines and performance improvements in renewable
energy supply, electric vehicles, batteries, and other key technologies still have much, much farther to go as global
manufacturing scales up and further technology advances are integrated? What if the adoption of new clean energy technology
continues to gain momentum globally as a disruptive industrial revolution, following the S-curve patterns of adoption that have
characterized other technology shifts in the economy?
While they may sound implausible, these what-ifs describe patterns of disruptive change that are consistent with historical
periods of fundamental change in the economy. The surprising outcome is that some transitions occur much faster than almost
anyone anticipates, accelerated by reinforcing feedbacks in industrial economics, social behavior, finance, and technology.
In the next few weeks, RMI will release analysis results describing five scenarios to limit global average temperature increases
by the end of the century to approximately 1.5C above preindustrial levels, a goal that most analysts see as nearly impossible
to achieve. According to the United Nations Environment Programmes recently released Emissions Gap report, even if the
pledges made by nations participating in the Paris Agreement are fulfilled, global emissions will put us on a path to temperature
rise of 2.9 to 3.4C this century. Limiting temperature increases to less than 1.5C will require more and deeper change in the
years ahead than most analysts contemplate, with shifts not only in the energy sector but also in agriculture and land use.
Surprisingly, our assessment indicates that such changes are still within reach, but only if global actions lead to a dramatic
acceleration of the energy transition.
RMIs analysis explores transformational changes in energy, agriculture, forestry, and land use to rapidly reduce global
greenhouse gas emissions and increase carbon sequestration. Rather than assuming radical changes in energy technologies,
this work assumes radical changes in the scope and scale of manufacturing and adoption of renewable energy technology,
taking advantage of fundamental shifts enabled by the convergence of eciency, electrification, renewable supply, and energy
management.
Instead of assuming incremental capital turnover, we base our scenarios on market adoption curves similar to those that have
characterized earlier disruptive technologies ranging from automobiles to cell phones. If the adoption of clean energy
technologies follows similar market diusion trends, and there is good reason to believe that they can, we conclude that a nearly
100 percent renewable energy system is feasible by the mid-2050s. High levels of energy eciency and electrification of most
end-uses would enable a global energy system powered largely by renewable sources. This finding builds on RMIs detailed and
rigorous national-level analysesReinventing Fire: China and Reinventing Fire (U.S.)that indicate that such transitions can
deliver substantial net economic benefits while simultaneously supporting overall economic growth and slashing carbon
emissions.
Previous waves of energy supplyoil, natural gas, hydropower, and nuclearwere significantly constrained by geography and
the challenge of moving energy supply from source to point of use. Renewable resources, on the other hand, are abundantly
available worldwide, often in reasonable proximity to demand. The paradigm for scaled deployment is fundamentally dierent
and stands to benefit from rapid scaling of manufacturing and widespread distribution.
Techno-economic paradigm shifts, including the current one led by renewable energy, are led by early adopters and fast
followers who pave the way for the rest of the economy. The renewable revolution is currently led by countries including
Germany and Denmark and, closer to home, the states of California and Hawaii. This continues to spread to other parts of the
world including China and India, where year-on-year growth rates for solar photovoltaics (PV) in 2015 were approximately 300
percent and 137 percent, respectively. This transformation has been enabled by strong political and business leadership,
coupled with a public recognition that action against climate change must be a societal imperative.
In addition, we will need to contain other sources of emissions, including fluorinated gases, which are mostly emitted from
industrial processes; methane emissions from oil and gas supply chains; and carbon dioxide emissions from cement
manufacturing.
CALL TO ACTION
In the aftermath of the U.S. election, uncertainty prevails about the future of U.S. climate policy and the impact on global
commitments and actions. Nonetheless, RMIs analysis describes a possible fast track path to a global clean energy future that
is led by synergistic and compounding changes in key industries. Rapid scaling of low-cost manufacturing for solar PV, wind,
batteries, electric vehicles, and other key technologies is at the heart of this transition. From this perspective, near-term actions
in the worlds largest and most rapidly developing economies, including India and China, could be the most important leverage
points for driving the global energy economy beyond the key tipping points for next-generation technology.
To be clear, the scale of the commitment and transformation required to achieve a 1.5C target will require concerted and
determined action by policy makers, business leaders, and civil society. It will require fundamental changes in our energy
economy and in our own behavior and consumption. Surely, it is daunting, but it is not beyond our reach.
Image courtesy of iStock.
Bit.ly/RMI8Dec16
http://blog.rmi.org/blog_2016_12_08_pathways_to_1_point_5
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