Esperando lo inesperado

Y relacionado con la entrada de ayer, y con el modelado de la transición energética, un ejercicio de prospectiva interesante. Interesante porque viene del Grantham Institute, y porque se parece más a los de Bloomberg que a los convencionales, ya que plantea un escenario de gran penetración de solar y baterías.

Solar PV (with associated energy storage costs included) could supply 23% of global power generation in 2040 and 29% by 2050, entirely phasing out coal and leaving natural gas with just a 1% market share. ExxonMobil sees all renewables supplying just 11% of global power generation by 2040.
EVs account for approximately 35% of the road transport market by 2035 – BP put this figure at just 6% in its 2017 energy outlook. By 2050, EVs account for over two-thirds of the road transport market. This growth trajectory sees EVs displace approximately two million barrels of oil per day (mbd) in 2025 and 25mbd in 2050. To put these figures in context, the recent 2014-15 oil price collapse was the result of a two mbd (2%) shift in the supply-demand balance.

Este escenario, por supuesto, supone a su vez que la demanda de fósiles alcanza su máximo en 2020 y luego disminuye. Y también supone que el escenario BAU quizá deje de tener sentido, como dicen ellos:

Given the energy transition is clearly already underway, and there is no way that BAU can meet the climate targets that many countries, states and companies have committed to, it is our contention that it is time to retire the conventional approach to use BAU as a starting point in scenario analyses.