If you watch television you’ve seen the ads with oilman Boone Pickens promoting switching our vehicles to run on natural gas/renewable fuels.  If not, the plan is based on 1 fundamental point: that relying on foreign oil is dangerous to the US economy and it’s position in the world.  In short, we should switch to natural guess to power vehicles instead of using oil.  The plan itself is under attack for substituting one carbon based fuel for another, when CO2 levels need to be reduced.  Further the is under attack because it’s creator/backer, 80 year old oilman T. Boone Pickens, has substantial investments in the various components of the plan.

The Good

The plan is about reducing dependence on oil and the transfer of wealth from the US to oil producing countries.  Keeping our energy spend at/near home is something that i support with my environmental, nationalist and capitalist values.  Environmentally the plan calls on substituting natural gas for gasoline that is mainly made from imported oil and substituting the electricity that is generated by natural gas, with wind power. This is a net gain for the environment. First, natural gas generates 30%+ less CO2, per mile than gasoline.  Further switching to wind from natural gas power plants eliminates the emissions from 16%+ of the power generation and about 11% of overall emissions for electrical generation (nat gas generates 33% of the CO2 of coal plants) due to it’s cleaner burn.

The Bad

The Pickens’ Plan encourage changing the entire US truck fleet to natural gas, since trucks use 25% of all gasoline.  Pickens owns Clean Energy Fuels corp. a company that runs natural gas filling stations.  Pickens’ plan calls for wind power to replace natural gas generated power, to make the fuel available for transportation.  Pickens has ordered over $2 Billion worth of wind turbines to help produce that electricity.  The plan calls for the government allow emergency use of eminent domain to create right of ways for high voltage links between wind farms and electric users; Pickens is seeking to have power lines built to his wind farm.  While the plan may help the country, it is Pickens, more than any other individual, who will benefit from his plan.

The Ugly

Boone Pickens has been around for years and has acquired a number of friends and enemies.  Many enemies in the environmental movement base their stand on the effects of his business on the environment.  We all know about the environmental issues of an oil based economy and as a the ultimate Texas wildcatter, Mr. Pickens has made his fortune(and lost it and made it back) in the Oil and Gas industry.  More recently, Mr. Pickens has acquired the majority of water rights, for his Mesa Water, in his county in texas and intends to pump ground water for sale to Dallas, which is over 200 miles away.  Not only does he intend to pump water to sell, he intends to do so at a rate which empty the aquifer in 20 to 30 years.  In June he manage to get his ranch declared a public water district which gives him considerable power in using eminent domain to take property need for his 200+ mile pipeline.  Finally is you are a democrat and/or some one angry over the Swift Boat ads directed at John Kerry in 2004, it was Boone Pickens that spent over $7 million to bankroll the activity.

The Conclusion?

I think it’s a good idea to switch transportation to natural gas, from oil, but to put a bunch of government subsidies to make this switch when we are just a few years from plug-in rechargeables with reasonable cost and range isn’t wise.  Better we should subsidize, non-carbon technology with government money or tax credits.

Anthony Rubenstein discusses the plan and California Prop 10 at his site www.AnthonyRubenstein

Andy Grove former chairman and CEO of Intel and one of the pioneers in the semiconducter industry spoke out today on the need for electric transportation and the widespread awareness of this coming up thru society.  Grove spoke recently with AP reporter Ken Thomas where he expressed his view of society needing to shift its focus to electric transport as a way of dealing with ever increasing oil prices.

Grove explained his goal. “The most important thing I would like to do is light that almost half-assumed truth up in neon lights: Electricity in transportation has to be done. It is urgent. It is important that everything else is secondary”.  Grove continued to explain, “The drumbeat of the electrical transportation is accelerating like nothing I’ve ever seen in my life”.  That is a pretty powerful statement by the man who helped intel control the CPU market much like microsoft has done with software.  Grove is banging the drum on the development of these new electric transport technologies as a way of rescuing our economy from the affects of oil price increases.

Grove pushes for government support/incentives to support the electric car movement, with a particular eye on retrofiting existing gasoline cars.  He continued to expand on his point when he compared the emergence of the PC with the current electrical transport industry.  “The personal computer … went to individuals first before it went to corporations. The conversion goes to individuals,” Grove said. “Electric cars … the corporations are sitting, wishing this whole friggin’ thing to go away. Which is exactly what the computer companies’ attitude was to personal computers.”

According to an article in The New Zealand Herald of 12/04/07, “Europe is considering plans to spend more than £5 billion ($13.5 billion) on a string of giant solar power stations along the Mediterranean desert in northern Africa and the Middle East. More than a hundred of the generators, each fitted with thousands of huge mirrors, would generate electricity to be transmitted by undersea cable to Europe and then distributed across the continent to EU member nations. Billions of watts of power could be generated, enough to provide Europe with a sixth of its electricity needs and to allow it to make significant cuts in its carbon emissions. At the same time, the stations would be used as desalination plants to provide desert countries with desperately needed supplies of fresh water.”  The technique used will be the CSP or “concentrating solar power” model which has a hollow water-filled metal tower surrounded by mirrors which focus the sun’s rays on it. Water is turned to steam and powers turbines which make electricity.

This is a similar but slightly different approach to the one being taken by Ausra Inc, which is set to begin construction on giant solar thermal power plants in the US. With backing from venture capitalists, Ray Lane of Kleiner Perkins Caufield & Byers and Vinod Khosla, co-founder of Sun Microsystems Inc. (JAVA ), Pacific Gas and Electric and Florida Light and Power. The utilities have committed to solar plants that will produce 1,000MW within the decade. Starting with a 10MW Florida plant, the group’s plan is to go to 300MW for FLP. For the Pacific Group, Ausra will start with a 175MW plant. The reason the investors and utilities are willing to invest in this project is because of the technology that Ausra believes will take the cost down below ten cents per KW.

Khosla is so impressed that he predicts that the technology, which uses flat mirrors instead of parabolic mirrors, will revolutionize renewable energy both in the US and developing countries like China and India. Johh O’Donnell, the man responsible for bringing the investors together became interested in the design while reading a paper by University of Sydney professor David Mills. Unlike the nine power stations built in the 1980’s by Israeli company Luz Corp, Mill’s plan uses flat not parabolic mirrors. The Israeli power plants in the Mojave Desert are still generating 354 MW of electricity but costs never fell below 16 cents a KW, which didn’t impress investors. Mill’s design uses the heat of the sun, directly, to make steam from the water instead of oil as Luz did. Mill’s mirrors are cheaper to build and rugged enough to withstand hurricane force winds,
according to an article in Business Week, in October of 2007.