Sunday, April 25, 2021

BUILDING BACK GREENER, WITH CONSUMERS

The environment is everything that isn’t me. ~ Albert Einstein   

I began writing this blog on Earthursday, when President Joe Biden hosted a quickly-assembled, virtual, international “Climate Summit” as a precursor to the 2021 United Nations Climate Change Conference (COP26). COP26 will be co-hosted by the non-bunny-hugging UK as well as Italy in Glasgow, Scotland. Starting on Nov. 1, men in kilts and women in tartan skirts, will be at the epicenter of climate-change deliberations.

This Earth Day is the “golden” 50th time it has been observed. The first Earth Day – Apr. 22, 1970 – was initiated by then Senator Gaylord Nelson (D-WI). On that day I remember meeting with many other folks on a grassy field at Indiana University’s Bloomington campus, where I was a graduate student, to demand that we should better protect our Mother Earth.

Sen. Nelson’s enduring theme that day was, “We only have one earth, so we need to take care of her.” An estimated 20 million people attended those first Earth Day festivities. One consequence of this broad, grassroots support was that President Nixon signed into law a mere eight months later the Clean Air Act. Among other actions, this law authorized the newly-formed Environmental Protection Agency to safeguard and regulate our environment. Two years later he signed the complementary Clean Water Act.

On the 2021 Earth Day, Joe Biden stated the obvious about preserving our environment’s health, saying it’s the “existential crisis of our time.” He vowed “that this nation will reduce its emissions between 50% and 52% by 2030 compared with 2005 levels” and achieve net zero greenhouse gas emissions (GHG) by 2050. This goal is roughly twice as large a reduction in GHG than Obama set in 2015.

Some media outlets unfairly criticized Mr. Biden saying he has “yet to spell out” exactly how his administration plans on meeting its new, tougher environmental target. This spelling out will be vital, and already has been planned as part of the administration’s up-coming submissions to Congress and COP26. Environmental groups like Climate Action Tracker (CAT) decried that even these lower GHG limits will not keep global temperature from rising 1.5°C. Instead, CAT recommends lowering GHG at least 57% to 63% to avert the 1.5°C level of warming.

One recent analysis characterized the effects of a 51% reduction in GHG by 2030 would “trigger a nearly wholesale transformation of American society.” 2030 is a mere nine years away. My bet is a “nearly wholesale transformation” will take a lot longer than that, despite the president’s 2030 deadline. An even larger 63% reduction in GHG would be way beyond “wholesale transformation,” whatever that might mean.

Mr. Biden plans to succeed in attaining this more aggressive target “with the help of Congress and industry.” Really, Joe? You’ve forgotten someone important. What about us 300+million US consumers, who account for 70% of our GDP? We’re going to be absolutely necessary to “help” meet your tighter targets. Overlooking consumers is an alarming omission. He’s not alone in this troubling oversight, Michael Bloomberg stated at the Climate Summit “Cities and businesses hold the key to defeating climate change.” They may hold “a key”, but the final one is in the hands and wallets of consumers.

The president needs to realize without active consumer support he’ll have a colossally long “last-mile” problem. His administration is admirably tightening the overall environmental goals to reduce the pervasive effects of climate change. His plan will in part phase out fossil-fueled autos’ sales, exterminate coal-fired power plants, offer $100 billion more in electric vehicle (EV) incentives, and electrify the nation including its fleet of 480,000 school buses.

In any case, he’ll need a fair amount of good fortune for those and his many other actions to be triumphs. Without directly engaging consumers, the president’s nascent environmental efforts will never soar. Unfortunately, it’s the rare politician now who directly acknowledges these programs will necessitate big changes in individual consumer behavior. Consumers have yet to be mentioned by the president as stakeholders in achieving improved environmental quality. So far, it’s all about government and companies, who will supply products and services.

President Biden’s statements about climate change suffer from misemphasized supply-side thinking. Calling only on Congress and industry to help meet his new, aggressive GHG targets ignores directly engaging consumers to demand and buy new, environmentally-benign products and services. That’s a big mistake. Unless the president engages typical consumers like José and Sofia Rodriguez and Joe and Jane Cooper to literally buy into his build back better and greener programs, victory will be unattainable. Such a victory will be far easier when we consumers become an integral part of planning these programs.

Only offering larger, broader subsidies to encourage Jane or José to buy a new electric heat pump or EV, or start using public transit, is not likely to be sufficient.

Consumers’ increased purchasing of such items rests on a multi-dimensional process that includes social validation. Financial incentives are unidimensional, just dollars and cents. Despite years of significant subsidies, EV’s dismal market share (hovering around 2%), reflects the government’s failed attempt so far to push this environmentally-beneficial market. Only 1% of people heat their homes now with more expensive electric heat pumps.

Financial incentives for EVs and heat pumps can help, but they’re not likely to be enough for the US to achieve net zero GHG emissions by 2050. Studies show that even if EVs somehow account for 60% of new car sales by 2050, the majority of cars being driven would still be internal-combustion engine vehicles (ICE). Why? Improved light vehicle manufacturing has increased their effective lifetimes – from 10 to even 20 years – which reduces turnover. Our two cars are each more than a decade old; how old are yours? Other incentives such as ICE buy-back programs, despite their checkered effectiveness, would likely be needed for EV technology to have a strong effect on GHG emissions even two decades from now.

Multitudes of real-life consumers including you and me, not those imagined in most forecasting models, will need to change many of their ingrained, long-standing purchasing habits. New behaviors like acquiring/using smaller EVs, heating their residences not with natural gas but with costlier electricity (presumably from green-generated sources) and not using the vast array of petroleum-based consumer items including many cosmetics (like shampoo, body wash and lipstick). Without consumers accepting and actively supporting such changes, our impending cleaner, emission-less future on evergreen trails will be tough to hoe. Is significantly reducing GHG emissions possible without “needing” a recession? Hopefully yes, and consumers will be central in this enormous effort.

On a macro level GHG emissions are influenced by many factors, including total energy use and overall level of economic activity.

The red trendline in the above chart illustrates the inverse (negative) relationship between the annual change in US GHG and in the annual change in unemployment (one measure of macroeconomic activity). As the change in unemployment worsens (moving left along the horizontal access, meaning employment is rising), the change in GHG emissions increases (rising on the vertical axis). As more people are working (lowering unemployment) and the macroeconomic engine is revving up, emissions rise. Conversely, during the 2007-09 Great Recession, when unemployment more than doubled to 9.3%, GHG emissions dropped by 9.1%.

The same is true during the severe, covid-induced recession which began in February 2020. No EPA emissions data are available for 2020 yet. However, the Rhodium Group estimated GHG emissions fell by 10.3% in 2020 using preliminary data. A few environmentalists proclaimed this as a potential silver lining for the pandemic.[1] This is a lining we should all hope to avoid, despite somewhat bluer skies. Predictably, the International Energy Agency estimates that global GHG emissions will rise by almost 5% this year, as overall economic activity grows.

Consumers must play a key, acknowledged role in improving many facets of our environment. President Biden and his cohorts need to quickly recognize this and seize it as an opportunity, not an omission.

 



[1] The pandemic’s understandably tiny Silver Lining Department (SLD) also includes the emergence of tele-medicine as a potential means for doctors and other healthcare providers to better reach struggling people. Unfortunately, this exhibit from the SLD does not reckon that considerable numbers of “struggling people” probably don’t have decent, enabling internet connections. Perhaps the administration’s $100 billion plan to fix broadband internet access will help. 


 


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