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Tuesday, December 2, 2025

Closing the Cobalt Loop: What Every EV Driver Should Know

The Elephant in the Room: Cobalt

We've covered the plethora of battery benefits many times here on CarWithCords. So let's talk about the elephant in the room, Cobalt.

This shimmering, silvery-blue metal powers many lithium-ion batteries, which keep our EVs humming, our phones buzzing, and our grid-scale storage systems standing strong. Cobalt is not used in all lithium-ion battery types, but the highest energy variants depend on it. Cobalt is necessary for our transition away from fossil fuels because it stabilizes cathodes, prevents overheating, and delivers the high energy density needed for long-range electric cars and reliable storage for renewable energy. Without cobalt, many battery chemistries would underperform. Yet cobalt carries serious baggage: concentrated supply chains, ethical nightmare history, and a mining footprint we'd all rather reduce.

What Cobalt Actually Does

About 75% of refined cobalt now goes straight into batteries, mostly Nickel, Manganese, Cobalt (NMC) and Nickel Cobalt Aluminum Oxide (NCA) cathodes. The rest feeds superalloys for jet engines, catalysts for oil refineries, magnets, and even vitamin B12 (yes, really). Over the last decade, battery demand has exploded: global consumption topped 200,000 metric tons in 2024, and demand is climbing.

Where the Stuff Comes From

One country dominates like a video-game final boss: the Democratic Republic of the Congo (DRC) produced roughly three-quarters of the world's mined cobalt in 2024. Indonesia follows with 10-15% from nickel laterite projects, then Russia, Australia, Canada, and a handful of others round out the remainder. Almost none is mined in the US.

Country Approximate Share (2024–2025) Notes
DRC 75% Mostly copper by-product, a mix of industrial and artisanal mines
Indonesia 10-15% Rapidly rising HPAL projects
Russia 3-4% Primary Miner: Norilsk Nickel
Australia 1-2% Miner: Glencore's Murrin Murrin
Canada 2% Miners: Glencore and Vale operations

The Ethical Nightmare
(and the Groups Trying to Fix It)

Let's not sugar-coat it. A huge chunk of DRC cobalt still comes from artisanal mines where children as young as seven dig with hand tools, earning a pittance while breathing toxic dust and risking their lives. Industrial mines have improved traceability, and some are certified "responsible," but forced evictions, water pollution, and corruption remain rampant. Australian and Canadian cobalt is far cleaner, yet the sheer volume from the DRC means almost every battery has at least a trace of Congolese material unless the manufacturer explicitly sources otherwise.

Thankfully, several multi-stakeholder initiatives are pushing for real change. The Cobalt Institute represents producers and users worldwide, funding projects for safer mining and better data transparency. The Responsible Minerals Initiative (RMI) runs the Cobalt Refiner Supply Chain Due Diligence Standard and audits refiners from mine to battery cell. The Fair Cobalt Alliance pools companies like Glencore, Tesla, and NGOs to formalize artisanal sites, build schools, and pay living wages. The Global Battery Alliance (with over 100 members, including automakers, miners, and recyclers) created the "Cobalt Action Partnership" to scale responsible practices across the entire value chain. Progress is slow and uneven, but these groups have helped certify sites, reduce child labor, and give miners actual bargaining power. The uncomfortable truth is that without them, things would be far worse.

Recycling: Finally Getting Serious

Cobalt has enjoyed one of the highest recycling rates of any metal because superalloy scraps were easy money. Battery recycling, however, is newer and trickier. Globally, recycled cobalt supplies ~5% of total demand currently in 2025, but most of that still comes from old jet-engine parts, not (yet) dead EV packs. End-of-life battery recycling is ramping quickly. Note that EV retirement will generally lag EV production volumes by 12 to 15 years, so the recycled content in new batteries is still modest.

In the US, things look much brighter. Thanks to the IRA tax credits that treat North American recycled minerals the same as if they were freshly mined here. Recycled cobalt now makes up roughly 15-20% of the cobalt in US-made battery cells in late 2025. Some suppliers already hit 50-100% recycled cobalt in certain cathode runs for Panasonic and others. The European Union's Battery Regulation mandates a material recovery target of 90% for cobalt (as well as copper, lead, and nickel) from recycled batteries, to be achieved by December 31, 2027.

The Recycling Heroes Actually Doing the Work

The company Redwood Materials (founded by JB Straubel from Tesla) dominates the modern battery recycling scene. Redwood processes enough materials to provide batteries for 250,000-300,000 EV packs per year. They recover greater than 95% of the nickel, cobalt, lithium, and copper, and ship battery-grade material straight back to cell manufacturers, often with higher purity grades than virgin materials. They currently handle ~90% of US lithium-ion recycling volume. Li-Cycle, Ascend Elements, Cirba Solutions, and Retriev Technologies handle the remainder. Redwood is the 800-pound gorilla turning scrap into black mass at scale.

Why This Matters More Than Virtue Signaling

Every metric ton of recycled cobalt means one less metric ton dug by hand in the DRC. It slashes energy use by ~46%, water use by ~40%, and avoids the human-rights horrors entirely. Plus, in the US, it counts as domestic supply under IRA rules, which is why Ford, GM, Toyota, and Panasonic have signed massive offtake deals faster than you can say "closed-loop." This is one part of the IRA that survived shredding by the BBBA.

The recycling numbers will only improve from here. By 2030, recycled content is expected to reach 30-40% in the US as more packs reach end-of-life and additional recycling plants come online. Battery chemistries are also advancing toward lower- or zero-cobalt compositions, with Lithium Iron Phosphate (LFP), sodium-ion, and Lithium Manganese Iron Phosphate (LMFP) among the notable types. However, cobalt will remain important for high-performance cells for a long time.


Bottom line: cobalt remains the problematic poster child of the battery world, but industry alliances and recycling are turning a dirty linear supply chain into something that increasingly resembles a circle. This is something crude oil could never do. The US leads the recycling charge, proving batteries can be built more responsibly. The path forward is to keep pushing recycled content, support the initiatives cleaning up mining, and toward a future free from fossil fuels without leaving a trail of exploited kids and ruined landscapes in the wake.

Monday, December 1, 2025

Lead’s Lethal Legacy: Lithium’s Lifesaving Leap - Ending the Global Lead Poisoning Cycle

Zapping the Lead Legacy: Why Lithium-Ion Batteries Deserve the Driver's Seat

The good ol' 12-Volt car starter batteries rank among the most recycled items on the planet. On their recycling journey, billions of lead-acid batteries end up in countries like Nigeria, where environmental controls are almost nonexistent. Lead is a potent neurotoxin. Informal smelters break open batteries, melt the lead in backyard furnaces, and release dust that poisons workers, children, and entire villages. The same recycled lead then flows back into new batteries sold worldwide. This hidden cycle keeps costs low for battery makers and devastation high for communities that never chose to bear our waste.

Picture this: a world where your car battery does not turn recycling yards into toxic sludge pits. Sounds like a decent upgrade, right? Lead-acid batteries have powered vehicles since the 1800s. With 1.6 billion vehicles on the road worldwide in 2025 and billions more lead-acid units in forklifts and golf carts, the sheer volume is staggering. It is time to swap these heavy, poisonous packs for lithium-ion batteries that perform better and do not poison people.

The Toxic Titans Still Ruling the Road

Roughly 3 billion lead-acid batteries are manufactured every year. Nearly every internal-combustion vehicle uses a lead-acid starter battery. Major battery producers include Clarios (supplying one in three cars globally), Exide Technologies, East Penn Manufacturing, GS Yuasa, and EnerSys. Together, they keep a $56 billion industry humming.

The problem is not the battery when it sits neatly under your hood. The problem is when it reaches the end of life. Informal recycling in places like Nigeria, India, and Bangladesh routinely contaminates entire communities. In Ogijo, Nigeria, soil lead levels hit 186 times the safe limit, and 70% of tested residents (many of them children) have blood-lead levels above the WHO lead poisoning threshold. The New York Times and The Examination documented how recycled lead from these operations flows back into new batteries sold around the world. The circle is vicious, profitable, and lethal.

Lithium-Ion: Non-Toxic and Ready to Drop In

Lithium batteries are ready now and outperform lead-acid. Lead-acid operates roughly -15°C to 50°C (suffers in extremes). Lithium batteries reliably work from -20°C to 60°C. Lithium-Ion delivers 3000-6000 full cycles vs lead-acid’s 200-500, so you replace it far less often and enjoy 10 to 15 years of rock-solid service. Drop-in 12V Lithium batteries are plug-and-play ready today.

Lithium-ion batteries contain no lead and no free-flowing sulfuric acid. Modern Li-ion packs are sealed, non-toxic units that pose minimal risk even if cracked open. Recycling them is far cleaner and already reaches 95% material recovery in regulated facilities. And some types of lithium batteries (like lithium iron phosphate) are cobalt-free. (More coming here about Cobalt tomorrow.)

For direct lead-acid replacement, the standout chemistry is lithium iron phosphate (LiFePO4, often branded LFP). It offers flat voltage curves that mimics lead-acid, extreme safety (no thermal runaway), and 10 times the lifespan of lead-acid. Weight drops by about 70%, charge time collapses from 10 hours to under 2, and usable capacity jumps because you can safely discharge LFP to 100% instead of the 50% limit typical for lead-acid.

Here is the tale of the tape:

Feature Lead-Acid LiFePO4
Contains lead Yes No
Toxicity risk Extreme Negligible
Weight for 100 Ah 28-32 kg 10-12 kg
Full cycles (100% DOD) 200-500 3000-6000
Charge time (0-100%) 8-16 hours 1-3 hours
Usable capacity ~50% ~98%
Full Accounting Cost per cycle (2025) $0.14-$0.20 $0.04-$0.06
Recycling pollution Severe Low

Major Automakers and Their 12V Starter Battery Choices (in 2025)

Automaker Current 12V Starter Battery Strategy
Tesla Fully adopted Li-ion 12V batteries since 2021 across all models; matches main pack life.
Ford Sticks to AGM lead-acid for 12V starters; aftermarket Li-ion available but not OEM-integrated
GM/Chevrolet  Uses Li-ion 12V in select hybrids/EVs like Corvette E-Ray; lead-acid common elsewhere with no broad shift announced
Toyota Relies on AGM lead-acid 12V; no OEM Li-ion starter option
Volkswagen Transitioned to Li-ion 12V in EVs since 2022; gasoline and diesel cars still use lead-acid starter batteries
Hyundai Integrates Li-ion 12V into EVs and hybrids (e.g., Ioniq, Sonata Hybrid) since 2017; saves weight
Stellantis No confirmed Li-ion 12V use; exclusively lead-acid starters.
Honda No confirmed Li-ion 12V use; exclusively lead-acid starters.
Nissan Uses lead-acid 12V in all vehicles (even the all-electric Leaf).
BMW Offers Li-ion 12V as option in M models (e.g., M3/M4) since 2014; requires specialized hardware.

Golf Carts Lead The Transition

The golf cart industry is rapidly adopting lithium-ion batteries primarily because the technology directly solves operational deficiencies of lead-acid. Lithium batteries weigh less, dramatically improving cart speed, acceleration, and component wear. Furthermore, lithium requires virtually zero maintenance: this eliminates the need for water checks and corrosion cleaning, and lithium charges four times faster. For commercial fleet operators on golf courses, this translates to drastically reduced labor costs, less downtime, and a lower total cost of ownership over the battery's 5 to 10 year lifespan, making the premium price easily justifiable. In 2015, nearly all golf carts were lead-acid; as of last year, most golf carts made are lithium-powered, and, as our chart shows, the trend will continue. 

The automotive industry's transition to lithium starter batteries is slow due to established supply chains and cost. Lead-acid is cheap, reliable enough, and suited for the high-power, short-burst needs of starting an engine. To automakers, the upfront expense of lithium is hard to justify, even if it works better for consumers and the planet in the long run. However, lithium's superior cycle life, lighter weight, and integration with electric vehicle systems will eventually force the switch. As manufacturing costs drop and vehicle electrification increases demand for high-efficiency components, the total cost of ownership will shift, making lithium the new standard (see chart below).

Time to Retire the Lead Weight

The technology is ready, the price gap is closing (12V 100Ah LFP drop-in batteries now sell for $250-$350 versus $150 for premium AGM lead-acid). The additional cost is more than made up for by the extended life, and the moral case is overwhelming. Every year we delay, another few hundred thousand tons of lead get smeared across villages that never asked for it.

Switching car starter batteries, golf-cart packs, and other lead-acid batteries to LiFePO4 lithium-ion would slash mining demand for new lead, gut the toxic recycling trade, and deliver better performance at lower lifetime cost. Automakers have zero excuses left.

Let us finally build a future free from preventable lead poisoning. The batteries are waiting. All we have to do is plug them in.

Sunday, November 30, 2025

Chill Out: Simple Habit to Keep Tires Primed for Winter Drives


As autumn paints the northern hemisphere in fiery hues and the first frosts whisper of winter's approach, savvy drivers turn their attention to a subtle but significant detail of tire pressure. Cooler air contracts, and with it, the air inside your tires follows suit, leading to a predictable drop in pressure. This seasonal shift isn't just a minor inconvenience. It can quietly erode your vehicle's efficiency, hike up fuel costs, and even trim the range on electric vehicles. Yet, with a bit of mindful maintenance, you can counteract these effects, stretch your dollars further, and ease the load on our shared environment by curbing unnecessary emissions.

The physics at play here is straightforward, rooted in the ideal gas law that governs how gases behave under changing conditions. As temperatures fall, the air molecules inside your tires slow down and huddle closer together, reducing the overall pressure. Tires typically lose about 1 PSI for every 10 degrees Fahrenheit drop in ambient temperature. Imagine starting the season with tires at the recommended 35 PSI on a balmy 70°F day. A plunge to 30°F, common in early winter, could shave off 4 PSI across all four tires. That's enough to trigger the tire pressure monitoring system (TPMS) light on your dashboard, your vehicle's polite nudge to check pressures.

When pressure dips, the tire's sidewall flexes more than it should, increasing rolling resistance, that's drag that your engine or motor must overcome. This extra effort translates directly to higher fuel consumption. Maintaining proper inflation can boost fuel economy by up to 3%. Even a modest underinflation of 1 PSI across all tires can cost you 0.2% in efficiency. Over a year of typical US driving, say 12,000 miles at 25 miles per gallon and $3.50 per gallon, that adds up to real money, potentially $50 or more flushed away in wasted fuel.

Electric vehicle owners face an amplified version of this challenge. EVs rely on battery power for every millimeter of propulsion, so any drag hits the range hard. Underinflated tires can sap 5% or more from your range, depending on the severity. What's more, many EVs run at higher recommended pressures, often 42 to 45 PSI, to minimize resistance and maximize efficiency. A cold snap that drops tire pressures could not only shorten your available range but also extend recharge times, as the vehicle works harder each mile it advances, so you roll into the charging station with a lower charge. EVs have many great advantages; ignoring tire pressure undermines them.

To illustrate the temperature's grip on tire pressure, consider this simple table based on the standard 1 PSI per 10°F rule of thumb. It assumes starting pressures at 70°F; adjust for your baseline as needed.

PSI Loss per Tire Approximate EV Range Loss (%)
1 0.3
2 0.6
3 0.9
4 1.2
5 1.5
10 3.0

Actual impacts vary by vehicle, speed, and conditions. The efficiency hit compounds quickly.

So, how do you stay ahead? Start with routine checks. Most vehicles have a TPMS that alerts you when pressures fall 25% below recommended levels, but don't wait for the warning. Grab a gauge, available for under $10, and (this time of year) inspect monthly, or before long trips. Pump up at a local station; many offer free air. For EVs, consult your owner's manual for cold-weather specifics, as some models adjust pressures automatically via onboard systems. And remember, overinflation is no friend either; it leads to uneven wear and harsher rides. Aim for the placard value on your driver's door jamb.

Beyond the wallet, there's a broader payoff. Proper tire care reduces fuel consumption lost to underinflation, meaning fewer tons of carbon dioxide are released annually. It's a small habit with outsized benefits, fostering efficiency that benefits roads, air, and the planet we all navigate.

In wrapping up, as winter tightens its hold, treat your tires like the unsung heroes they are. A quick pressure check can preserve your fuel budget, extend your driving adventures, and contribute to a lighter environmental footprint. Embrace the ritual this season, and you'll roll into the new year smoother, smarter, and a touch more sustainable. Your future self, and the air we share, will thank you.

Friday, November 28, 2025

We're All In A Jar

Jar of Flies by Alice In Chains Cover Art

Have you ever wondered where the title for Alice In Chains’ 1994 EP Jar of Flies came from? Jerry Cantrell was once asked by RAW Magazine, and he told this story:  
Jar Of Flies title comes from an experiment I did in junior high. You got two jars, each with a food paste in the bottom and two flies, a male and a female. The two flies get together and in a few days there’s a whole bunch of them. One jar is the control; you don’t do anything and they get to this point where they reach their peak population, and they kill themselves out ‘cause they start shitting in their food. But in the other one, you clean it out every day so they just keep multiplying. The theory behind the experiment is that there is nobody to clean our jar so we should stop shitting on ourselves. That’s where I got the phrase from. I thought the idea was kinda funny.” – Jerry Cantrell x RAW Magazine
If you were a fly and had to be in one of the jars, which one Would? you choose? The clean one, obviously, but I have news for you, we are in a jar, albeit is bigger one, and we're not all making the choice to keep it clean. The flies in the dirty jar in young Jerry's experiment paid the ultimate price. Let's be smarter than them. Jerry's experiment is the perfect analogy for our energy choices. Burning fossil fuels is like those flies crapping where they eat; that tailpipe in front of you at the intersection, that's fly waste; the coal plant smoke stack, that's a lot of fly waste. Let’s dive into this comparison!

Fossil Fuel Feces

Every time we burn fossil fuels, we’re tossing carbon dioxide, nitrogen oxides, particulate matter, and other pollutants into the atmosphere. Fossil fuel combustion accounts for the vast majority of our emissions, heating up the planet faster than a mosh pit in August. This leads to rising temperatures, wilder storms, and melting permafrost. In 2024, global temperatures even zipped past the 1.5°C mark, making scientists sweat more than a drummer at a summer festival.

It’s not just the climate taking a hit. Fine particulate matter (PM2.5) from fossil fuel pollution is like a bad encore for health problems, causing asthma, heart disease... a Sea Of Sorrow. This is a major health threat. Studies estimate that the total annual health costs from fossil fuel pollution and climate change in the US now exceed $1 trillion a year, with air pollution alone linked to tens of thousands of premature deaths annually. Plus, oil spills and coal mining mess up our water and land, leaving communities, especially marginalized ones, stuck with the cleanup bill. Like the flies, if we keep poisoning ourselves Again and again, we'll soon be the Man in the Box, Down in a Hole.

Problem What’s the Damage?
Climate Change   Over 75% of greenhouse gases, warming planet past 1.5°C (UN, 2022) 
Health Issues  350,000 premature US deaths yearly, $886.5B in costs (EESI, 2021)
Pollution  Oil spills, coal mining harm water and land (EEA, 2023)
Equity  Hits communities of color hardest (EESI, 2021)

Renewables: Cleaning Up Our Act

Now, let’s flip the script to the second jar, where someone’s playing janitor and keeping things fresh. That’s renewable energy like solar, wind, and geothermal. These sources are the ultimate roadies, working with nature’s endless supply of sun and wind without adding to the atmospheric mess. The US EPA says that, in 2025, compared to fossil fuel energy, the greenhouse gases that renewables produce are a Nothin' Song, giving our air a break and cutting down on those pesky health issues. The United Nations projects by 2030, renewables could save the world $4.2 trillion a year by dodging pollution and climate costs. That’s enough to fund a global music festival for the ages!

The transition to renewables can be stabilized by a Tripod of solar, wind, and storage. Renewables aren’t just good for the planet; they’re a jam session for the economy too. They create three times more jobs than fossil fuels, with better pay. Additionally, they reduce our dependence on far-off fuel sources, enhancing energy security like an all-access backstage pass to reliability. Cleaning the jar lets the flies (aka us) keep rocking without choking on our own waste. Sure, renewables can be intermittent, hitting a sour note on a cloudy day, but with energy storage singing buttery smooth backup vocals just like Jerry, renewables are ready to headline the show. The Rooster is crowing with Sunshine on a new day of renewables, and there are No Excuses left for delaying our transition.

Benefit Why It’s Awesome
Clean Air  ~No greenhouse gases, saves $4.2T yearly by 2030 (UN, 2022)
Jobs  Three times more jobs than fossil fuels, better pay (EnergySage, 2023) 
Security  Less reliance on imports, more resilience (EPA, 2025)
Sustainability    Uses endless resources like sun and wind (REN21, 2024)

Challenges: Tuning Up the Transition

Let’s not pretend switching to renewables is as easy as swapping guitar strings. There’s the upfront cost of solar panels, wind turbines, and the batteries to buffer their occasional sour notes. Building the infrastructure, such as transmission lines and storage systems, is like setting up for a stadium show; it takes time and cash, it's a Grind, but that's what you've gotta do to put on a good show. People are not generally long-term thinkers; we can't see what the cost will be if we don't put fossil fuels down. The Union of Concerned Scientists pointed out that (in 2025) these hurdles are shrinking as tech improves and costs drop. So fossils, we don't need ya. It’s a small price to pay to keep our jar clean and our planet rocking.

Conclusion: Let’s Keep the Jar Sparkling

Jerry Cantrell’s Jar of Flies story isn’t just a cool anecdote; in a Nutshell, it’s a Wake Up call for how we treat our planet and ourselves. We're all in this jar called Earth. The Devil Put Dinosaurs Here, and those prehistoric party animals have been turned into fossil fuels* that we’re burning like a bad barbecue! It’s time to ditch the Devil’s dino juice because the era of fossil fuels is Over Now, so let's give our energy system a Facelift. It's time to say, I Stay Away from high-polluting energy. Renewables are our chance to Get Born Again and shut down the smokestacks, so we can watch smog in our skies clear up as Black Gives Way to Blue!

Thursday, November 27, 2025

History’s Coolest Déjà Vu: How We Killed Ice Twice

A Century of Chilly Disruptions

Every great technological shift has a moment when the old guard looks utterly ridiculous in hindsight. Few shifts, however, come with the poetic justice we are living through right now. A hundred years ago, Americans cancelled literal ice. Today, we are cancelling Internal Combustion Engines (ICE). The parallels are so tight they could make a penguin blush.

The Ice Age That Wasn’t Eternal

In 1900, the average US household depended on a burly man with iron tongs. Harvested ice from northern lakes was sawn into blocks, packed in sawdust, and delivered by horse wagon. By 1914, the industry peaked at 28 million tons annually. Companies like Knickerbocker Ice in New York boasted they would supply forever. Then General Electric and Frigidaire introduced electric refrigerators. Sales of fridges went from basically zero in 1920 to over 50% adoption in US homes by 1935. Ice delivery employment collapsed from 100,000 workers to almost none in fifteen years. Natural ice simply melted away as a business.

Same Disruption, Different Century

The internal combustion engine (or ICE) has been the powerhouse of personal transportation for a century. Let's look at the parallels between ice and ICE. Replace frozen lake water with Saudi crude, horse carts with tanker trucks, and the iceman’s tongs with a gasoline nozzle, and you have today’s situation. In 2024, Americans spent roughly $2,000 per year on gasoline, plus oil changes and smog checks, etc, for each car they owned. We line up at gas stations the way 1920s housewives waited for the ice wagon. Ice anxiety in 1925 meant praying the iceman came before the milk spoiled. ICE anxiety in 2025 means finding a working pump during a hurricane.

Why Resistance Feels Familiar

Ice barons in the 1920s ran full-page ads claiming electric refrigerators would explode or poison food with “artificial cold.” Sound familiar? Swap “artificial cold” for “battery fires” or “cobalt mines,” and you have 2025 EV FUD campaigns verbatim. Both times, the entrenched industry underestimated how much people hate inconvenience. Once middle-class families realized they could wake up to cold milk without scheduling a burly stranger, the game ended. Once drivers realize they can “refuel” while brushing their teeth and never visit a gas station again, the same social logic will kick in.

The Ultimate Irony

From harvesting frozen lakes to harvesting sunlight, humanity has come full circle, only quieter and without the exhaust.

Modern refrigerators now make their own ice cubes on demand, mocking the very profession they killed. We make our own ice at home, and soon we'll make our own "gas" too. Give it ten years, and the average US home with solar panels will generate more than enough electrons for its electric car, effectively making its own “gasoline.” From harvesting frozen lakes to harvesting sunlight, humanity has come full circle, only quieter and without the exhaust.

Parallel Disruption in Numbers

MetricIce Delivery (1920)ICE Cars (2024)Electric Replacement (current)
Delivery frequency2-7 times per week1-2 times per weekOvernight at home
Typical refill time10 minutes5-10 minutes6-12 hours (unattended) or 20 min DC fast
Annual household cost~$1000 USD
(~$60 in 1920 dollars)
~$2,000 USD gasoline~$400 USD electricity
Related US Jobs ~100,000 icemen & harvesters~2 Million in oil industry~900,000 in the electric utility sector
Smell in the kitchen/garageWet sawdustGasoline & exhaustEnergy freedom

Conclusion: Same Movie, Better Ending

History rarely repeats itself, but it often rhymes with a dad-joke level of precision. We once fired the iceman because electricity was cheaper, cleaner, and didn’t require scheduling. We are now firing the ICE man for the same reasons. The transition will create winners, losers, and plenty of laid-off roughnecks who will retrain faster than ice harvesters ever managed. One day, our grandchildren will laugh that we once burned ancient plankton, stood in the rain with a pump in our hand, and paid $5 a gallon just to commute, the same way we chuckle at sepia photos of men with ice tongs. Convenience and cost saving will drive the transition faster than any environmental message ever could. The destination is not some utopian fantasy. It is simply a future free from fossil fuels, and, let’s be honest, a future free from that lingering gasoline smell on Tuesday mornings. Chilling progress, indeed.

Wednesday, November 26, 2025

Zombies and Mirages: Why We’re Stuck on Outdated Energy Solutions


The Mirage of Next-Gen Tech: Stop Being a Zombie for Fossil Fuel Propaganda

Introduction: Snap Out of the Zombie Stupor

As a society, every time we get close to ditching gas-guzzling cars or coal plants, some shiny new “mirage” technology pops up, promising to save the planet… someday. Meanwhile, we’re staggering around like brain-dead zombies, clutching our gas cans and waiting for a future that’s always “just around the corner.” This is propaganda, pure and simple, designed to keep us hooked on fossil fuels while EVs and renewables are ready to roll right now! Hydrogen fuel cells? Carbon capture? They’re the dazzling distractions keeping us from the good stuff. And don’t even get me started on the other mirages out there, like geoengineering, nuclear fusion, and carbon offsets. It’s a circus of excuses! Let’s rip the curtain off this scam, expose the propaganda, and stop letting the perfect be the enemy of the good.

The Mirage Scam: How Propaganda Keeps Us Shuffling Along and Paying Them

Imagine you’re in a desert, dying of thirst, and someone points to a shimmering oasis. You stumble toward it, like a slack-jawed zombie, only to find it’s just more sand. That’s what the fossil fuel industry does with these so-called “next-gen” technologies. They wave hydrogen fuel cells in front of us, shouting, “Forget EVs! These fuel cell babies will run on water and dreams!” But here’s the kicker: hydrogen for cars is as practical as asking a fish to climb a tree. Most H2 comes from fossil fuels, and the infrastructure? Good luck! It’s like building a roller coaster on Mars. The National Renewable Energy Laboratory in 2023 said hydrogen vehicles are years behind EVs in cost and scalability, yet the propaganda machine keeps us chasing that mirage, ensuring gas stations stay open with a line of cars, moths to the internal combustion flame.

Carbon capture is another joke. Oh, sure, we’ll just suck CO2 out of the air and bury it like it’s a bad report card. Sounds great, except it’s expensive; the energy to run the plant often creates more pollution than it captures, and it mostly props up fossil fuel plants. A 2023 study from the Institute for Energy Economics and Financial Analysis called it a “costly distraction” that slows down renewables. But the fossil barons love it because it lets them keep burning the future while we stare at the horizon, waiting for a magic fix. It’s propaganda, folks, and we’re swallowing it like brains at a zombie buffet.

More Mirages to Rile You Up

The fossil fuel clowns have a whole bag of tricks to keep us distracted. Geoengineering? Are you serious? They want to shoot particles into the sky to block the sun like we’re living in a bad sci-fi flick. The Center for International Environmental Law in 2024 called it a “false solution” that could mess up weather patterns and delay real emission cuts. But sure, let’s all sit around, waiting for a giant space umbrella to save us.

Then there’s nuclear fusion, the eternal prom king of energy that’s always “20 years away.” Scientific American in 2023 basically rolled its eyes, saying it’s too late to help with the climate crisis. It’s like waiting for a hoverboard to solve traffic. The propaganda makes us think fusion’s the answer, but it’s just another mirage keeping us from the renewable oasis we already have.

Carbon offsets? What a scam! You fly a private jet, pay for a tree in who-knows-where, and call it even. Vox in 2020 said this nonsense lets polluters keep polluting while dumping the burden on poorer countries. The New York Times in 2024 found most offsets are about as useful as a paper towel in a hurricane, yet companies love them because they can keep burning fossil fuels while claiming “net zero.”

Keeping people on the status quo by big vaporware promises that never arrive is called the Reverse Osborne effect or the Incumbent’s Osborne.

The Zombie Trap: Why We Keep Falling for It

Why do we keep buying this nonsense? Because the propaganda is slicker than a snake oil salesman. They tell us EVs aren’t “good enough,” wringing their hands about range anxiety, battery costs, and other baloney. Meanwhile, EVs are cheaper to run than gas cars, with some EVs getting over 300 miles on a charge. Renewables? As of 2024, solar and wind are now cheaper than coal in most places, according to the International Energy Agency. But the fossil fuel puppet masters whisper, “Wait for something better!” and too many of us nod like brainless ghouls, ignoring the solutions right in front of us.

It’s not just tech; it’s psychology. They make us think the perfect solution is out there, so we shouldn’t settle for the good ones we have. It’s like turning down a good meal to eat gruel because you heard a five-star chef is opening a restaurant next year. Don’t let the perfect be the enemy of the good, people! We’ve got EVs, solar, wind, and batteries that work now. Stop chasing mirages and wake up from the zombie stupor!

Table: Mirages vs. Reality

Mirage Technology Propaganda Pitch Reality Check What Works Now
Hydrogen Fuel Cells “Cars that run on water!” Mostly fossil fuel-derived, impractical for mass use (NREL, 2023). EVs: affordable, scalable, 300+ mile range.
Carbon Capture “Keep burning fossil fuels, we’ll clean it up!” Costly, inefficient, delays renewables (IEEA, 2023). Solar, wind: cheaper than coal in most regions.
Geoengineering “We’ll fix the climate later with tech!” Risky, unproven, delays emission cuts (CIEL, 2024). Renewables: proven and effective.
Algae / Biofuels “We can grow our fuels!” Costly, inefficient, pollutes more than diesel, uses farmland. Solar, wind, batteries: ready and scalable.
Nuclear Fusion “Unlimited CO2-free energy!” Decades away, too late for climate goals (Scientific American, 2023). Solar, wind, batteries: ready and scalable.
Carbon Offsets “Pollute now, pay later!” Often ineffective, shifts burden (Vox, 2020). Direct emission cuts, energy efficiency, renewables.

Conclusion: Break Free and Grab the Good Stuff

Here’s the bottom line: we don’t need to be zombies, stumbling toward a mirage that never materializes. We’ve got the tools to fight climate change today. EVs are zooming around, cheaper to run than gas hogs. Solar and wind are powering the grid without choking the planet. These aren’t perfect, but they’re solid, and waiting for a golden ticket like fusion or geoengineering is like waiting for a car that runs on unicorn tears. It’s not happening.

So, let’s get real. Buy that EV, slap some solar panels on your roof, and tell the fossil fuel propaganda machine to take a hike. Support policies for renewables, not offsets or pipe dreams. Don’t let the perfect be the enemy of the good; embrace what works now. We can break free from the zombie mirage and build a cleaner world. That bright future is already here, just waiting for us to seize it.

Tuesday, November 25, 2025

Information Pollution

The Deliberate Pollution of Our Information

Just as the fossil fuel companies pollute our air and water, they also pollute our information. They fund PR firms and lobbyists to sway public opinion and influence public policy, favoring their profits at the expense of our environment.

Just as polluted air makes it harder to breathe, polluted information makes it harder to think. When the public has misinformation (or disinformation) that they use as a foundation for their thinking, they will come to the wrong conclusion.

Who is funding information pollution

The financing behind climate information pollution is not a random or organic phenomenon; it is a meticulously executed campaign led by a powerful network of financial interests. Major fossil fuel corporations, including ExxonMobil, Shell, and Chevron, along with the vast, interconnected web of libertarian and right-wing organizations known as the "Kochtopus," are at the heart of this strategy.[1, 2] The book Climate Obstruction reveals that these efforts have been systematically countering environmental protection and regulation since the 1960s, a deliberate, long-term endeavor to protect their business interests.[3, 4]

The scale of this funding is truly staggering. A 2010 Greenpeace report identified the Koch network as the leading funder of climate disinformation, even surpassing ExxonMobil.[1] ExxonMobil has a long history, having spent a total of approximately $23 million on organizations designed to undermine climate science. On a broader scale, the fossil fuel industry collectively spent around $125 million to influence the US government in 2022 alone.[2] Much of this money is funneled through "dark money" contributions, a tactic that reporter Amy Westervelt and others have exposed.[5] This makes the original source of the donations difficult to trace. This deliberate opacity is a critical part of the strategy, as it allows funders to sway public opinion and policy without public scrutiny or accountability. The investment is not merely transactional; it is a long-term plan to reshape the entire political and cultural environment, so that their ideological position appears to be a legitimate, widely held viewpoint, rather than one that has been meticulously manufactured.

Why are they funding information pollution

The most obvious motivation is to protect corporate profits and obstruct policies that would force accountability for damage or a transition away from fossil fuels.[2, 6] However, the motivations are far more complex. The authors of Climate Obstruction reveal that this funding is a concerted effort to preserve the current status quo, which Martin Hultman and others call "industrial modernity".[7] Information pollution works by framing climate action as an existential threat to this system, rather than a necessary and beneficial transition.[4, 8] Amy Westervelt's work has shown how the industry promotes a narrative of "energy security," connecting its product to keeping people "safe and prosperous" in order to justify its continued existence.[6]

A central, and highly effective, narrative is the false dichotomy between a healthy economy and a healthy environment.[6] This messaging frames environmentalists as "elitists or radicals" [6] and makes the public believe that climate solutions will "punish citizens" with "lifestyle changes, rising prices, [and] livelihoods".[9] The psychological research of Kirsti M. Jylhä shows that disinformation is not the sole cause of climate denial; it works by exploiting pre-existing psychological needs, such as fear of change, a desire to protect the status quo, and a preference for hierarchical relationships.[4, 10] By making climate action feel like an attack on a person's identity or way of life, it creates a deeper, more emotional resistance that is far more challenging to counter with simple facts. This is the foundation of climate "obstruction" as a comprehensive framework, encompassing denial, delay, and inaction.[3, 4] The ultimate goal is to win over hearts and minds, not simply to confuse them.

Who is carrying out the information pollution

This is not a single entity but a multi-faceted system of interconnected actors, which has been described as a "denial machine".[11, 12]

  • Lobbyists and Trade Groups: The fossil fuels lobby, including powerful organizations like the American Petroleum Institute (API), spends immense sums to obstruct and delay government action.[2] The presence of 636 fossil fuel lobbyists at a single UN climate conference (COP27) demonstrates the depth of their reach into international policy.[2]
  • Conservative Think Tanks (CTTs): As central players, CTTs such as the Heartland Institute and the Cato Institute "manufacture uncertainty" by actively attacking climate science.[11, 12] A crucial finding is that more than 90% of papers that are skeptical of climate change originate from these groups, and many are not peer-reviewed, allowing them to recycle scientifically unfounded claims that are amplified by conservative media outlets.[12]
  • Public Relations (PR) Firms: These are the professional communicators hired to craft, distill, and distribute the narratives of their fossil fuel clients.[13] A 2024 report by Clean Creatives found that over 500 advertising agencies had more than 1,000 contracts with fossil fuel companies.[14] They use sophisticated techniques to promote a positive corporate image, even as their clients work to stall climate action.[13]
  • Political Parties: A trend noted by Kristoffer Ekberg and his coauthors is that right-wing and far-right political parties in Europe and the US have adopted climate change denial and a return to 20th-century energy policy as a core part of their political platforms.[8, 15] They often merge climate denial with anti-establishment rhetoric and xenophobia, effectively using climate issues as a wedge to mobilize a specific political base.[7, 8, 15]

Spreading misinformation and disinformation

The tactics used by these groups have evolved from outright denial to more subtle and insidious forms of delay.[6, 16] This evolution is key to understanding modern information pollution, as the "playbook" has become more sophisticated. The table below provides a taxonomy of these modern tactics, many of which Amy Westervelt has documented.

Tactic Description Example/Source
Greenwashing Presenting a company or product as more environmentally friendly than they are to maintain a "social license to operate".[13, 17] This can be done by promoting small, showy initiatives to distract from massive pollution.[6] ExxonMobil's "advanced recycling" claims that yield few results [18], or the widespread use of terms like "low-carbon" and "net-zero" to describe fossil fuels.[6] More money spent advertising algae fuels than spent producing them.
Promoting Pseudo-Solutions Directing public and political attention and funding toward technologies that benefit the fossil fuel industry but do not meaningfully reduce greenhouse gas emissions.[6] Promoting carbon capture, liquefied natural gas, and hydrogen as primary climate solutions, despite critics arguing they are more focused on preserving profits than real change.[6] This is often supported by industry-funded university research that "re-centered natural gas in the conversation about renewables".[19]
Manufacturing Uncertainty Creating the false impression of a legitimate scientific debate where none exists.[11, 12] The goal is to make people believe that "a significant number of scientists disagree on the cause of climate change".[9] Exxon's 1998 "Global Climate Science Communications Action Plan" aimed to make average citizens and policymakers "understand (recognise) uncertainties in climate science".[1, 2] The tactics are a direct parallel to the tobacco industry's playbook.[1]
Targeting Specific Demographics Tailoring misinformation campaigns to appeal to the values, psychological needs, and political concerns of a particular audience.[10, 13] PR firms creating social media videos in the style of Buzzfeed's "Tasty" series to target Gen Z.[13] Or messaging that ties fossil fuels to "energy security" and the "national economy" to appeal to voters in swing states.[5, 6, 9]

This strategic shift is a testament to the sophistication and adaptability of the information pollution campaign. The new tactics are arguably more dangerous than outright denial because they present themselves as part of the solution, creating a "false balance effect" in the media [10] and making it harder for the public to discern true solutions from corporate-friendly distractions. The objective is to redirect public attention and energy away from the fundamental need to transition off fossil fuels and toward a prolonged debate about "solutions" that conveniently protect industry profits.

Impact on public opinion and public policy

Despite overwhelming scientific consensus, a significant portion of the public remains either skeptical or misinformed, which is the intended outcome. For instance, in the US, 35% of the population believes "a significant number of scientists disagree on the cause of climate change," and 46% believe it is not mainly human-caused.[9] In Australia, 43% of people believe that oil and gas are essential components of the national economy and that it would be impossible to do without them.[9]

This misinformation fuels a "crisis of trust" in science, media, and government institutions [20, 21], which creates division and makes consensus on climate action nearly impossible.[16] This weakened public sentiment then provides a political justification for lobbyists and political actors to obstruct and delay critical legislation.[2, 22] Examples include lobbying against the Kyoto agreement [1] and attempts to rescind the EPA's endangerment finding.[22] The ending of the Greenhouse Gas Reporting Program by a previous administration is a prime example of a direct political outcome of this influence, as it makes it harder to hold polluters accountable and craft policy solutions.[23]

This deliberate, cause-and-effect chain is clear. The polluted information creates a false perception of scientific uncertainty and societal disagreement, which in turn weakens public demand for change. This provides political cover for inaction and obstruction, which then allows for the continued increase of greenhouse gas emissions, driving us toward a climate catastrophe. The polluted information is not a side effect of corporate behavior; it is the primary tool used to create a political and social environment where climate inaction is not only tolerated but actively supported. It is the invisible, psychological lever that allows physical pollution to continue unchecked.

What can be done to fight information pollution

Just as the problem is multifaceted, so must the solutions be. A multi-pronged approach is required, combining individual resilience, institutional accountability, and a collective effort to build a new narrative.

The first line of defense is strengthening individual resilience through media literacy. Organizations like UNESCO and the Environmental Defense Fund are promoting "ecomedia literacy," a framework that teaches people to critically evaluate media's role in shaping environmental beliefs and to spot greenwashing and disinformation.[24, 25] We must learn to communicate more effectively by using techniques like the "truth sandwich," which combats lies without amplifying them.[26] The UN also suggests using "trusted messengers" like scientists, doctors, and people directly affected by climate change.[17]

We must also hold institutions accountable. The UN Secretary-General has called for governments to "ban fossil fuel lobbying and disinformation," comparing it to the fight against the tobacco industry.[14, 27] Legal efforts are also targeting PR firms and companies, aiming to hold them liable for the damages caused by their disinformation campaigns.[13, 14, 28] We must also fight for the preservation and re-implementation of programs like the Greenhouse Gas Reporting Program, as without the data, we cannot hold polluters responsible.[23]

Finally, we must proactively build a new narrative about a sustainable future. The psychological research by Kirsti M. Jylhä shows that simply presenting facts is often insufficient to change minds, as denial is rooted in deeper psychological and ideological factors.[10, 29] The UN recommends empowering people, linking climate action to justice, and focusing on the opportunities and benefits of a clean energy transition, such as green jobs, cleaner air, and improved health.[17, 30] This moves the conversation from a defensive posture to a positive one, making the vision of a sustainable future appealing. The most effective strategy involves combining fact-checking with proactive, values-based communication that empowers people and connects climate solutions to their personal well-being, economic security, and sense of justice.

References: 
1.  Greenpeace. *Koch Industries: Secretly Funding the Climate Denial Machine*. 2010.
2.  Global Strategic Communications Council. *The fossil fuel industry’s lobbying and political spending in the US*. 2023.
3.  Ekberg, K., B. Forchtner, M. Hultman, & K. Jylhä. *Climate Obstruction: How Denial, Delay and Inaction are Heating the Planet*. Routledge. 2022.
4.  Jylhä, K. M. *Denial versus reality of climate change (2nd edition)*. 2024.
5.  Westervelt, A. *Unmasking Dark Money: How Fossil Fuel Interests Can Undermine Clean Energy Progress*. The Kleinman Center for Energy Policy, University of Pennsylvania. 2023.
6.  Westervelt, A. *A Reporter's Guide to Investigating Fossil Fuels*. Global Investigative Journalism Network. 2025.
7.  Hultman, M., & J. Anshelm. *A green fatwā? Climate change as a threat to the masculinity of industrial modernity*. *NORMA: International Journal for Masculinity Studies*. 2014.
8.  Ekberg, K., B. Forchtner, M. Hultman, & K. Jylhä. *The Far Right and Climate Obstruction*. In *The Far Right and the Environment: Politics, Discourse and Communication*. Routledge. 2022.
9.  Climate Action Against Disinformation. *The Impacts of Climate Disinformation on Public Perception*. 2022.
10. Jylhä, K. M., & S. Ojala. *Science denial: A narrative review and recommendations for future research and practice*. *European Psychologist*. 2023.
11. McCright, A. M., & R. E. Dunlap. *The Conservative Movement and Climate Change: A Study of Climate Change Denial Books*. *The Sociological Quarterly*. 2011.
12. Oreskes, N., & E. M. Conway. *Merchants of Doubt: How a Handful of Scientists Obscured the Truth on Issues from Tobacco Smoke to Global Warming*. Bloomsbury Press. 2010.
13. House Natural Resources Committee. *PR Firms Preventing Action on Climate Change*. 2022.
14. Clean Creatives. *F-List 2024: A Report on PR and Ad Agencies Working for Fossil Fuels*. 2024.
15. Hultman, M. *Why don't we take climate change seriously?*. Chalmers University of Technology. 2016.
16. Lamb, W. F., et al. *A Taxonomy of Climate Change Denial and Delay Narratives*. *Nature Climate Change*. 2020.
17. United Nations. *Communicating Climate Change: The UN Toolkit*. 2024.
18. Westervelt, A. *Exxon doubles down on ‘advanced recycling’ claims that yield few results*. *The Guardian*. 2022.
19. Westervelt, A. *Fossil fuel companies donated $700m to US universities over 10 years*. *The Guardian*. 2023.
20. Global Covenant of Mayors for Climate and Energy. *Addressing Rampant Climate Disinformation*. 2024.
21. European Commission. *Climate Disinformation*. 2024.
22. Whitehouse, S. *Rhode Island Senator Seeks to Uncover Lobbying Efforts to Overturn EPA Rule*. The Guardian. 2025.
23. The Associated Press. *Trump administration ends pollution tracking program*. 2020.
24. Environmental Defense Fund. *How We Can Fight Climate Change Misinformation*. 2025.
25. UNESCO. *Navigating Climate Information with Media and Information Literacy*. 2024.
26. Environmental Defense Fund. *The Truth Sandwich*. 2025.
27. Guterres, A. *UN Secretary-General António Guterres warns of the 'breakdown of democracy' due to 'climate disinformation'*. UN News. 2024.
28. Make Polluters Pay Campaign. *New Research Links Oil Giants' Emissions to Heatwaves, Paving the Way for Legal Liability*. 2025.
29. Jylhä, K. M., et al. *Psychological Barriers to Climate Action*. In *Climate Obstruction: How Denial, Delay and Inaction are Heating the Planet*. Routledge. 2022.
30. United Nations. *Sustainable Development Goal 13: Climate Action*. 2025.

Monday, November 24, 2025

Exxon's Green Slime Green Wash

The $600 Million Green Slime:
Don't Fall for the Algae PR

Greenwashing is, sadly, a part of the modern era of corporate communication. As public awareness of the climate crisis has sharpened, the oil and gas industry (long the villain in the environmental narrative) has shifted its strategy from outright climate denial to subtle "solution-sponsoring". Nowhere is this strategic pivot more clearly illustrated than in ExxonMobil’s ambitious (and ultimately hollow) venture into algae-based biofuels. By pledging an impressive sum to a project with limited commercial viability, Exxon essentially bought a decade of positive press, demonstrating that perception management can be far more profitable than a genuine energy transition. This case illustrates the seductive power of a well-funded scientific distraction.

A Pledge of Green, A Plan of Oil

Following the departure of ExxonMobil's climate skeptic CEO, Lee Raymond, in 2005, the company sought a new, greener identity to align with competitors, such as Shell and BP, which had already begun signaling awareness of climate change. The opportunity arose when the US government began advocating for a reduced reliance on foreign oil. The company settled on algae as its biofuel savior. Algae offers a tantalizing promise: it grows rapidly, and doesn't directly compete with food sources like corn or soy, and the message resonated with the public. In 2009, Exxon made a grand gesture, pledging $600 million toward algae research and development. This spectacular sum immediately framed Exxon not as just a fossil fuel giant, but as a future-focused innovator committed to creating a sustainable drop-in fuel.

However, the scientific reality was never quite as sparkling as the multiple public announcements. Internal skepticism existed from the start, with Exxon’s own research vice president noting the project’s questionable scalability and long, uncertain timeline. While the initial pledge was substantial, the actual investment ended up being around $350 million over the program’s lifetime, a minuscule fraction of a massive oil company’s annual capital expenditure. The true value of the algae project was not the fuel it might produce one day, but the public praise and political protection it provided.

Propaganda and Disparity in Production

The divergence between public marketing and private strategy was stark. Between 2017 and 2023, Exxon reportedly spent $68 million on advertisements promoting its "amazing algae," generating an estimated 3.7 billion media impressions. These campaigns ran during high-profile events like the World Series and NBA finals, assuring the public that the company was on the verge of a breakthrough that would "someday help meet the world's energy demands."

Yet, even as the green slime enjoyed its public moment, Exxon was doubling down on its primary business. In 2018, in the prime of its algae ad blitz, the company announced plans to significantly boost oil output.

Production Target Source of Fuel Daily Target (Barrels/Day)
Algae Oil Goal Algae Biofuel (Theoretical) 10,000
Oil Production Increase Traditional Fossil Fuel 1,000,000
Difference 100x

As the table above shows, the company’s planned increase in traditional oil production was one hundred times greater than the total theoretical (and never achieved) capacity of the algae oil they were advertising. The goal for the algae project was merely to gain the technical ability to produce 10,000 barrels per day. The campaign thus served as a rhetorical smokescreen, effectively using the small, aspirational number to obscure the massive, concrete commitment to increased oil extraction.

The Quiet Retreat

Despite achieving promising lab results such as doubling the fat content of algae, the technical challenges of creating a viable biofuel ultimately proved insurmountable. When considering the entire algae biofuel cycle, findings showed that the large-scale algae oil process might actually be more carbon-intensive than regular diesel. This sealed the program’s fate. In 2023, ExxonMobil quietly shuttered the entire algae program, having spent only a fraction of its grand $600 million pledge. Exxon's partner algae company later filed for bankruptcy, and all that remained were the billions of ad impressions. The company had achieved its goal: it maintained a reputation of innovation during a critical period, delaying accountability for its core, highly polluting activities. Internal emails from scientists during the campaign suggest widespread discomfort with the misleading language, but these concerns were overridden by the public relations objective of showcasing contributions to environmental solutions.

The ExxonMobil algae biofuel story is a perfect example of what happens when the financial incentive for appearing helpful far outweighs the incentive for actually solving the problem. It is a cautionary tale about trusting giant corporations whose core competency is resource extraction to simultaneously lead the movement for a clean energy future. They found a way to 'extract' trust from the public. The focus must be placed on verifiable, large-scale, and profitable climate solutions, not on fanciful, fleeting flourishes of false faith.

In summary, Exxon’s $600 million pledge was a masterful PR play, designed to distract and deflect rather than deliver. The lesson for the public is clear: we must hold these companies accountable for their actual investment and production actions, not just their marketing slogans. Only by doing so can we build genuine momentum toward a future free from fossil fuels.


Saturday, November 22, 2025

The Rise and Fall of Oil

Crude Oil vs. Electricity: A Century of Energy Drama (and the Plot Twist Ahead)

Introduction

Humans love energy. Since our first campfire, our energy needs have only increased. We've burned stuff for heat, for transportation, and now to train AI models that hallucinate 6-fingered cat images. For most of the last hundred years, the star of the energy show was crude oil: portable, dense; it worked for cars, planes, and plastics. Electricity started as a sideshow in the 1920s, mostly lighting rich homes, but it has quietly turned into the workhorse that powers everything from fridges to factories. Today, in late 2025, the world guzzles about 195 EJ of primary energy from crude oil and petroleum products every year (roughly 104 million barrels a day), while final electricity consumption sits at around 110 EJ (over 30,500 TWh). Oil still edges it out in raw primary-energy terms, but electricity is closing the gap faster than a performance Tesla in ludicrous mode. The next twenty years look set to flip the script entirely.

Where We Stand Today

In 2024 (the latest year with complete data), global primary energy demand hit roughly 630 EJ. Oil delivered about 31% of that, or 195 EJ, while electricity came in at ~110 EJ. Oil is still ahead, but remember that electricity is way more efficient: almost none of it is wasted as heat up a smokestack before it reaches you. On a useful-energy basis, the two are already neck-and-neck, and electricity is pulling away.

A Quick Romp Through the Last 100 Years

In 1925, the world used approximately 45 EJ total, mostly coal and firewood. At that time, oil was a plucky newcomer at ~8 EJ, and electricity generation was a pathetic 200 TWh (~0.7 EJ). Fast-forward to 1950: oil had climbed to ~30 EJ and was the cool new kid. By 1975, during the disco-and-oil-crisis era, oil peaked at ~45% share and 130 EJ absolute. Electricity had grown to 6,000 TWh (~22 EJ). Since then, oil's share has slid to ~30%, but absolute consumption kept rising. Electricity, meanwhile, multiplied like rabbits: from under 1,000 TWh in 1950 to 15,000 TWh in 2000 to over 30,000 TWh today.


Year    
Total
Primary
Energy (EJ)
Oil
(EJ / % share)
Electricity
Generation
(TWh / EJ equiv.)
1925 ~45 ~8 / 18% ~200 / 0.7
1950 ~100 ~30 / 30% ~950 / 3.4
1975 ~280 ~130 / 46% ~6,200 / 22
2000 ~450 ~160 / 36% ~15,600 / 56
2024 ~630 ~195 / 31% ~30,500 / 110
Historical energy consumption trends (approximate values)

Electricity grew ~150× over the century; oil “only” grew ~24×. Moral of the story: wires beat barrels at compounding.

The Next 20 Years: The Great Flippening

According to the IEA’s World Energy Outlook 2025, things are about to get spicy. In the realistic Stated Policies Scenario (STEPS), oil demand plateaus around 102–104 mb/d through the early 2030s (~210 EJ primary), then gently declines as EVs, efficiency, and petrochemical saturation bite. The more ambitious IEA scenarios see sharper drops, but even the business-as-usual Current Policies path only pushes oil to ~113 mb/d by 2050.

Electricity, on the other hand, is about to go supernova. Demand rises ~40% by 2035 in STEPS, and keeps climbing. By 2045, we are easily looking at 55,000–65,000 TWh (~200–235 EJ). Drivers? Electric cars (840 million on the road by 2035), heat pumps, air-con in a warmer world, and yes, data centres training the next Grok while you read this. Renewables cover most of the growth, with solar and wind doing the heavy lifting and batteries smoothing the bumps. The result: sometime in the 2035–2045 window, electricity overtakes oil as the biggest single chunk of global energy delivery. Oil hangs on for planes, ships, and plastics, but the center stage belongs to electrons.

Primary Energy                     

Useful Energy Is What Matters

Energy CarrierPrimary Energy (2024)Typical End-Use EfficiencyApproximate Useful Energy Delivered to Society
Crude Oil & Products~195 EJRoad transport (ICE cars): 20–30%
Aviation/shipping: 35–45%
Petrochemicals/heating: 70–90%
Weighted global average: ~35–40%
68–78 EJ of useful energy
(most of the rest is wasted as engine/boiler heat)
Electricity~110 EJ (final consumption)Electric motors: 85–95%
LED lighting: 60–90%
Heat pumps: 300–500% (COP)
Resistance heating: ~99%
Weighted global average: ~75–80% 
83–88 EJ of useful energy
Bottom line (2024): On a useful-energy basis, electricity already delivers more real work than oil, even though oil still looks bigger in raw primary-energy numbers.
The point of energy is to do useful work: move a car, toast bread, or run a server farm. Electricity dominates in turning primary energy into useful work because it dodges the cursed Carnot limit that caps heat engines at ~40% efficiency. Petrolium must be burned or exploded (throwing away 60% as heat), then fight friction to produce motion. Electricity skips the bonfire: it flows through a wire, spins a 95% efficient motor, or drives a heat pump that delivers 400% “efficiency.” Same joule in, massively more work out. That, friends, is why electrons will eat oil’s lunch.

Useful Energy                       

Conclusion

Over the past century, crude oil took us from horse-drawn carriages to jumbo jets and suburban sprawl. It was a hell of a run. But the physics of efficiency and the economics of plummeting solar/battery costs are merciless. The next twenty years will see electricity surge past oil in useful energy delivered, all while the total energy pie keeps growing to lift billions more people into decent living standards. Oil won’t vanish; it will just become a supporting actor instead of the lead. If that sounds like progress without the doomsday vibes, that’s because it is. The grid is getting cleaner, cheaper, and frankly more fun. Time to plug in your EV, heat pump, and solar panels and enjoy the ride.