will china overwhelm the world with its greenhouse gas ...mark d. levine...

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中国によって排出される温室効果ガス は世界をのみこんでしまうのか。 Will China Overwhelm the World with its Greenhouse Gas Emissions? Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium 東京・日本 Tokyo, Japan February 9, 2011 1

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Page 1: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

中国によって排出される温室効果ガスは世界をのみこんでしまうのか。

Will China Overwhelm the World

with its Greenhouse Gas

Emissions?

Mark D. Levine

ローレンス・バークレー国立研究所Lawrence Berkeley National Laboratory

RITE International Symposium

東京・日本 Tokyo, Japan

February 9, 20111

Page 2: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

• 1988年創設 Established 1988

• 世界でも独特 Unique in the world

• 使命:中国エネルギーグループは中国等々にある諸グループと協力し以下に務める

Mission: China Energy Group works collaboratively with groups in China and elsewhere to:– 省エネを推進する中国関連機関の能力向上

enhance the capabilities of Chinese institution that promote energy efficiency

– 省エネ政策立案・改善の支援

assist in energy efficiency policy development

– 中国におけるエネルギー利用の変遷に関する研究

research the dynamics of energy use in China.

中国エネルギーグループローレンス・バークレー国立研究所

China Energy Group atLawrence Berkeley National Lab

2

Page 3: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Energy Policy Assessment,

Institution and Capacity Building,

Building Energy Efficiency

Mark D. Levine

Group Leader

[email protected]

Appliance Standards and Labeling,

Modeling and China Energy

Scenarios

David Fridley

Deputy Group Leader

Staff Scientist

[email protected]

Industrial Energy

Efficiency, Energy Policy

Assessment

Lynn Price

Staff Scientist

[email protected]

Modeling and Scenarios,

Appliance Standards and

Labeling, Industrial Energy

Efficiency, Building Energy

Efficiency

Nan Zhou

Scientist

[email protected]

LBNL’s China Energy Group

ローレンス・バークレー国立研究所:中国エネルギーグループ

Page 4: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Industrial Energy Efficiency,

Energy Policy Assessment,

China Energy Databook

Hongyou Lu

Senior Research Associate

[email protected]

Appliance Standards and

Labeling, Emerging Areas,

Policy Analysis

Nina Zheng

Research Associate

[email protected]

Industrial Energy Efficiency,

Demand-side Management,

Policy Analysis

Bo Shen

Principal Scientific Engineering

Associate [email protected]

4

Institutional Capacity

Building, Industrial

Energy Efficiency

Cecilia Chen

Research Associate

[email protected]

Building Energy Efficiency,

Modeling and Simulation

Wei Feng

Science/Engineering Associate

LBNL’s China Energy Group

ローレンス・バークレー国立研究所:中国エネルギーグループ

Industrial Energy Efficiency,

Policy Analysis

Stephanie Ohshita

Visiting Faculty

[email protected]

Page 5: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

5

LBNL’s China Energy Group

ローレンス・バークレー国立研究所:中国エネルギーグループ

Industrial Energy

Efficiency, Policy Analysis

Ali Hasanbeigi

Post Doc

[email protected]

Modeling and

Scenario Forecasting

Yining Qin

Post Doc

[email protected]

Modeling and Scenario,

Industrial Energy Efficiency

Jing Ke

Post Doc

[email protected]

Industrial Energy Efficiency,

Modeling and Scenario

Cindy Hou

Visiting Researcher

[email protected]

Building Energy

Efficiency

Queena Qian

Visiting Researcher

[email protected].

gov

Building Energy Efficiency

Rui Fan

Visiting Researcher

[email protected]

Page 6: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

• 電気製品省エネ基準

Appliance energy efficiency standards

• 工業における自発的参加・合意

Voluntary agreements for industry

• 機関設立:北京省エネセンター及びエネルギー財団中国持続可能エネルギープログラム

Institution building: Beijing Energy Efficiency Center and the Energy Foundation China Sustainable Energy Program

• 中国エネルギー需要モデル

Energy demand model for China

• 中国人への省エネに関する諸々のトレーニング:1000人以上

Trained >1000 Chinese in various aspects of energy efficiency

主な成功 Key Successes

6

Page 7: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

0

20

40

60

80

100

120

TW

H/Y

ear

Savings calculated 10 years after standard takes effect.

三峡Three

Gorges

空調 Air

Conditioners

冷蔵庫Refrigerators

比較:三峡ダムに対する省エネ改善後の冷蔵庫と空調

Comparison of 3 Gorges to Refrigerator

and AC Efficiency Improvements

7

Page 8: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

中国におけるエネルギーと二酸化炭素排出

Energy and Carbon Dioxide

Emissions in China

中国の外から中を見たときView from Outside China Looking in

8

Page 9: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

良い知らせ その1Good News Part I

1980-2002

9

Page 10: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

10

中国のエネルギー及び経済成長China’s Energy & Economic Growth

1980-2002

19

80

= 1

00

0

100

200

300

400

500

600

700

800

900

1000

1980 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002

GDP

Energy

Source: China Energy Group, Lawrence Berkeley National Laboratory

Page 11: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

この経済成長とエネルギー増加の「不一致(切り離し)」は偶然ではない:それは1979年に中国が宣言した目標であったし、大変強力な数々の政策によって達成されたものであった。

This ―decoupling‖ between economic and

energy growth was not an accident: it was a

goal of China declared in 1979 and was

accompanied by a collection of very strong

policies

11

Page 12: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

悪い知らせThe Bad News

2002-2005

12

Page 13: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

1980年以降初めて、2002年から2005年の間に、GDPに対するエネルギー消費量の割合(エネルギー強度:energy/unit GDP)が増加し、その後に重大な影響を及ぼしている。

From 2002-2005, intensity (energy/unit

GDP) increased for the first time since 1980

with very significant consequences

13

Page 14: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

1980 1984 1988 1992 1996 2000 2004 2008

kg c

oal

eq

uiv

alen

t/1

0,0

00

(2

00

5)

RM

B Average Annual Decline of

5% per year

中国のエネルギー強度China’s Energy Intensity (1980-2005)

Average Annual Increase of

5% per year

14

Page 15: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

1980 1984 1988 1992 1996 2000 2004 2008

Mil

lio

n T

on

ne

s o

f C

arb

on

Dio

xid

e

中国China

アメリカ US

US Data from 1950 to 1979 are from: Carbon Dioxide Information Analysis Center (ORNL), 2006. US data from 1980 to 2007 are from: EIA, Annual Energy Review, 2009. "Environmental Indicators",

http://www.eia.doe.gov/emeu/aer/envir.html; US data of 2008 is from EIA, Emissions of Greenhouse Gas Report, "Table 6 Energy-Related Emissions", 2009. http://www.eia.doe.gov/oiaf/1605/ggrpt/carbon.html;

China emissions are derived from revised total energy consumption data published in the 2007 China Statistical Yearbook using revised 1996 IPCC carbon emission coefficients by LBNL. Per-capita emission

data of US are from Carbon Dioxide Information Analysis Center (ORNL), 2010 and EIA, International Energy Statistics (Database).

エネルギー関連二酸化炭素の年排出:アメリカ&中国Annual Energy-Related CO2 Emissions:

US & China, 1980 to 2008

15

Page 16: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

0

5

10

15

20

25

1950 1953 1956 1959 1962 1965 1968 1971 1974 1977 1980 1983 1986 1989 1992 1995 1998 2001 2004 2007

Mil

lio

n T

on

ne

so

f C

arb

on

Dio

xid

e

US Data from 1950 to 1979 are from: Carbon Dioxide Information Analysis Center (ORNL), 2006. US data from 1980 to 2007 are from: EIA, Annual Energy Review, 2009.

"Environmental Indicators", http://www.eia.doe.gov/emeu/aer/envir.html; US data of 2008 is from EIA, Emissions of Greenhouse Gas Report, "Table 6 Energy-Related Emissions", 2009.

http://www.eia.doe.gov/oiaf/1605/ggrpt/carbon.html; China emissions are derived from revised total energy consumption data published in the 2007 China Statistical Yearbook using

revised 1996 IPCC carbon emission coefficients by LBNL. Population data are from US Census.

アメリカUS

中国China

全世界平均 Global Average

全世界、中国、アメリカにおけるエネルギー関連二酸化炭素の一人当たりの排出

Global, Chinese & U.S. Per-Capita

Energy-Related CO2 Emissions – 1950-2008

16

Page 17: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

• 前代未聞の建設ブーム:住宅・商工業建物・道路・鉄道

Unprecedented construction boom: houses,

commercial buildings, roads, rail

• WTOへの加入:輸出増加Entrance to WTO: export boom

• 省エネ政策担当機関への怠慢(無関心)の結果Fruits of inattention to energy efficiency

policy apparatus

17

エネルギー消費の急激な増加の原因Reasons for Dramatic

Increase in Energy Growth

Page 18: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Source: China Iron and Steel Association; Institute of Technical Information for the Building Materials Industry; U.S.

Geological Survey

Million Metric Tons

中国の鉄鋼生産量China’s Steel Production

1990 – 2007

中国のセメント生産量China’s Cement Production

1990 – 2007

中国の鉄鋼とセメント生産China’s Steel and Cement Production

18

Page 19: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

0

200

400

600

800

1,000

1,200

1,400

1,600

1990 1993 1996 1999 2002 2005 2008

0

100

200

300

400

500

600

1990 1993 1996 1999 2002 2005 2008

Source: China Iron and Steel Association; Institute of Technical Information for the Building Materials Industry; U.S.

Geological Survey

Million Metric Tons

中国の鉄鋼生産量China’s Steel Production

1990 – 2008

中国のセメント生産量China’s Cement Production

1990 – 2008

中国とアメリカの鉄鋼及びセメント生産China and U.S. Steel and Cement Production

19

US

2008

アメリカ

US

2008

アメリカ

Page 20: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

日本Japan 3%

2007年世界におけるセメント生産Cement Production Worldwide: 2007

Source: U.S. Geological Survey 2008. Mineral Commodity Summaries: Cement; China National Bureau of Statistics, 2008

インドIndia 6%

アメリカ United States 4%

(includes Puerto Rico)

韓国Rep of Korea 2%

ロシア Russia 2%

スペインSpain 2%

トルコ Turkey 2%

メキシコ Mexico 2%

イタリア Italy 2%

他 Rest of World 26%

中国China

~50%20

Page 21: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

良い知らせ その2Good News Part II

2005-2010

21

2005年、中央政治局が5年でエネルギー強度の20%減を指示する発表

2005 Announcement by Politburo mandating a

20% energy intensity decrease in 5 years

続けて、行政院長・全国人民代表大会・国家発展改革委員会発展計画司(NDRC)により同様の宣言や活動

Followed by similar statements and actions by the

Premier, the National Peoples Congress, and NDRC

省や地域レベルでの様々な行動・活動And a multiplicity of actions on the provincial

and local levels

Page 22: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

1980 1984 1988 1992 1996 2000 2004 2008

kg c

oal

eq

uiv

alen

t/1

0,0

00

(2

00

5)

RM

B

2005-2009:

15.6% Decrease

1980-2002:

Average Annual Decline of

5% per year

中国のエネルギー強度(1980~現在)China’s Energy Intensity

(1980-present)

22

2002-2005:

Average Annual Increase of

5% per year

Page 23: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

ほぼ全ての政策がその目標を達成

Almost all of the policies achieved

their goals

23

Page 24: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

エネルギー強度20%減達成のために実行された政策

Policies implemented to achieve the 20%

energy intensity target工業 Industry

• 10の主要プロジェクト Ten Key Projects石炭火力工業用ボイラーの刷新 renovation of coal-fired industrial boilers

地域レベルでの熱・電力統合プロジェクト district level combined heat and power projects

廃熱及び圧力の利用 waste heat and pressure utilization

石油の節約及び代用 oil conservation and substitution

モーターシステムの省エネ motor system energy efficiency

エネルギーシステム最適化 energy systems optimization

• トップ1000企業プログラム Top-1000 Enterprise Program

• 小規模プラント閉鎖 Small Plant Closures

24

Page 25: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

政策(続) Policies (cont)

建物 Buildings10の主要プロジェクト Ten Key Projects建物における省エネに対するインセンテイブ

Incentives for energy efficiency and conservation in buildings省エネ照明 Energy-efficient lighting省エネ製品における政府調達

Government procurement of energy efficiency products電化製品基準と省エネラベル

Appliance standards and energy-efficiency labels建築物エネルギー基準の施行強化

Enhanced enforcement of building energy standards中国北方地区における断熱等、建物の省エネ効果改善

Heating energy retrofits in N. China工業セクターの改革(サービス重視など) Industrial restructuring

財政的インセンテイブ Financial Incentives中央政府の資金 Central government funds

地方政府の資金 Provincial government funds

200-250元/tce節約に対する奨励プログラム

200-250 RBM/tce saved award program25

Page 26: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

26

未来図A View of the Future

2010-2050

Page 27: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

LBNL 中国エネルギーエンド・ユーズモデルの結果

Results of LBNL China Energy

End-Use Model

(4年の成果)Four-year effort: Nan Zhou (lead),

David Fridley, Nina Zheng, Jing Ke, Lynn Price, and

Mark Levine

27

Page 28: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

特筆すべき仮定事項Noteworthy Assumptions

幾分か低い経済成長予測Somewhat lower annual economic growth projections:

7.7% (2010-2020); 5.9% (2020-2030); 3.4% (2030-2050)

重工業に関する生産出力は物理的要因によって決まるPhysical drivers for the production of heavy industrial outputs

例. アンモニア生産は種がまかれる地域と肥料エネルギー強度で決まるe.g. ammonia production is driven by sown area and fertilizer

energy intensity

車保有率:2050年には50%、現在のアメリカの各人当たりの車保有数と同じCar ownership: 50% as many cars/person in 2050 as the United States

has today

新エネルギー及び原子力発電は急速に増加する

Renewable and nuclear electricity grows very fast

2050年までに各300-500GW (現在のアメリカそれぞれ35、100GW)300-550 GW for each by 2050 (versus 35 and 100 GW in U.S. today)

機材・建物・製品・インフラの飽和を十分に勘定Explicit accounting for saturation of equipment, buildings, products,

and infrastructure 28

Page 29: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

セクター毎の一次エネルギー利用Total Primary Energy Use by Sector

0

1,000

2,000

3,000

4,000

5,000

6,000

2000 2010 2020 2030 2040 2050

Agriculture

Industry

Transport

Commercial

Residential

0

1,000

2,000

3,000

4,000

5,000

6,000

2000 2010 2020 2030 2040 2050

Agriculture

Industry

Transport

Commercial

Residential

4,475 4,558

継続的改善があった場合Continued Improvement

加速的改善があった場合Accelerated Improvement

Primary Energy Use (Mtce)

5,2135,481

29

Page 30: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

両シナリオにおける炭素ガス排出の見通し(CCSなし)

Carbon Emissions Outlook for CIS and AIS

Scenarios (without Carbon Capture and Storage)

30

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

2000 2010 2020 2030 2040 2050

Agriculture

Industry

Transport

Commercial

Residential

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

2000 2010 2020 2030 2040 2050

Agriculture

Industry

Transport

Commercial

Residential

9,680

7,352

Mt CO2 Emissions

11,93111,192

継続的改善があった場合Continued Improvement

加速的改善があった場合Accelerated Improvement

居民生活居民生活

Page 31: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

2,000

2,500

3,000

3,500

4,000

4,500

5,000

5,500

6,000

6,500

7,000

7,500

2005 2010 2015 2020 2025 2030 2035 2040 2045 2050

To

tal P

rim

ary

En

erg

y D

em

an

d (

Mtc

e)

ERI Base @ IEA Con

ERI Eff @ IEA Conv

IEA Ref

LBNL CIS

ERI LC @ IEA Conv

LBNL AIS

Note: Y-axis not scaled to 0.

ERI: China Energy Research Institute; IEA Conv: IEA convention for converting primary electricity; IND: Industry; OIGDP: Other Industry GDP;

GR: Growth Rate; MAC: Macroeconomic; OI EI: Other Industry Energy Intensity; HI P: Heavy Industrial Production; COM: Commercial; FA: Floor

Area; LOI: Lighting & Other Intensity; LC: Low Carbon; RES: Residential; EAF: Electric Arc Furnace; TRA: Transport; EV: Electric Vehicles; CIS:

Continued Improvement Scenario; OFA: Ocean Freight Activity; ALC: Accelerated Low Carbon; AIS: Accelerated Improvement Scenario

一次エネルギー需要予測:他の主要分析との比較Total Primary Energy Use:

Comparison with Other Mainstream Analyses

31

Page 32: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Note: Y-axis not scaled to 0.

ERI: China Energy Research Institute; IEA Conv: IEA convention for converting primary electricity; IND: Industry; OIGDP: Other Industry GDP; GR:

Growth Rate; MAC: Macroeconomic; OI EI: Other Industry Energy Intensity; HI P: Heavy Industrial Production; COM: Commercial; FA: Floor Area;

LOI: Lighting & Other Intensity; LC: Low Carbon; RES: Residential; EAF: Electric Arc Furnace; TRA: Transport; EV: Electric Vehicles; CIS: Continued

Improvement Scenario; OFA: Ocean Freight Activity; ALC: Accelerated Low Carbon; AIS: Accelerated Improvement Scenario

一次エネルギー需要 感度分析Total Primary Energy Use

Sensitivity Analysis

Page 33: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Note: Y-axis not scaled to 0.

ERI: China Energy Research Institute; IEA Conv: IEA convention for converting primary electricity; IND: Industry; OIGDP: Other Industry GDP; GR:

Growth Rate; MAC: Macroeconomic; OI EI: Other Industry Energy Intensity; HI P: Heavy Industrial Production; COM: Commercial; FA: Floor Area;

LOI: Lighting & Other Intensity; LC: Low Carbon; RES: Residential; EAF: Electric Arc Furnace; TRA: Transport; EV: Electric Vehicles; CIS: Continued

Improvement Scenario; OFA: Ocean Freight Activity; ALC: Accelerated Low Carbon; AIS: Accelerated Improvement Scenario

一次エネルギー需要 感度分析Total Primary Energy Use

Sensitivity Analysis

Page 34: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

LBNLシナリオと他分析との大きな違い:我々の分析では2025年(加速的改善)もしくは2030年(継続的改善)頃から

需要が一定に落ち着く

Important Difference between LBNL scenarios and the

others: our cases show a plateau beginning around

2025 (AIS) or 2030 (CIS)

34

• 飽和効果Saturation effects

•都市化の減速Slowdown of urbanization

• 低い人口増加率Low population growth

• 高付加価値商品など、輸出製品の変化Change in exports to high value added products

分析で見られた需要の一定化は実際に同様の時間枠でおこりうると考えるWe believe this plateau is very likely to take place in this time frame

Page 35: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

結論1 Conclusions I

35

• 一般的には中国は今世紀にかけて今後も二酸化炭素排出を続け、世界の排出量の大きな割合を占めるだろうと考えられている。しかし、以下の理由でそうはならないであろうと我々は考える:

• 2030年頃までに電化製品・住居・商業地域・道路・鉄道等が飽和状態に至る

• 都市化の加速は2030年から2035年頃にはピークをむかえる

• エネルギー多消費型産業の輸出の減少

• 人口増加率の低下

• It is a common belief that China’s CO2 emissions will continue to grow throughout this century and will dominate the world’s emissions. We believe this is not likely to be the case because:

• Appliances, residential and commercial floor area, roadways, railways, fertilizer use, etc. will saturate in the 2030 time frame

• Urbanization growth rate peaks by 2030 or 2035

• Exports of energy-intensive industry will decline

• Low population growth

Page 36: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

結論2 Conclusions II

36

• 2025年頃まで:インフラ建設が続く中国におけるエネルギー需要成長は非常に予測が難しい

Until around 2025 – energy demand growth will be highly

uncertain in China as it continues to build out its infrastructure

– 現状の政策から1%程度のエネルギー成長が見通せる先進国とは対照的である

– This is in contrast to developed countries who can count on an

energy growth of ~1% with current policies

• 結果として、現時点で絶対的な排出上限を中国が受け入れられるわけがない。

As a result, it makes no sense for China to accept an absolute

cap on emissions at this time

• 一方、不確実な経済成長率に関わらず改善が見込める、炭素強度(炭素排出原単位)の減少に取り組むことが考えられる。

Reduction of carbon intensity on the other hand makes sense,

as this assures improvement regardless of uncertain economic

growth rates

Page 37: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

ありがとうございました。

Thank you!!

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Page 38: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Backups

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Page 39: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Assumptions #1

• Urbanization: 50% (now); 80% projected to increase to

80% (2050)

o U.S. 2008: 81.7%, Japan 2008: 66.5%

• Population: increase of only 80 million in 40 years

• GDP Annual Growth Rate: 7.7% (2010 – 2020); 5.9%

(2020 – 2030); 3.4% (2030 – 2050)

o U.S.: 2% in 2007, 0.4% in 2008. Japan: 2.4% in 2007,

-0.7% in 2008

• Production of cement, iron & steel, aluminum, glass,

polyethylene and ammonia : physical drivers

– e.g. ammonia production is driven by sown area

an fertilizer intensity

• Car ownership: cars owned per 1000 people—today:

470 in U.S.; 215 in Korea; 435 in Japan; for China in

2050, 250.

Page 40: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Assumptions #2

• Urban residential floor area per capita: 24 m2 (today); 46m2 (2050)

o U.S. 2005: 75.8 m2, Japan 2003: 35.5 m2

• Urban appliance saturation: major appliances all close to

saturation in 2009

• Appliance efficiency: U.S. levels in 2020; continued improvement

• Commercial floor area per employee: 52 m2 – between current

levels in Japan (36 m2) and the US (62 m2)

• Building lifetime: 30 years

o U.S. commercial buildings: 65 – 80 years, Japan: 30 – 40 years

• Renewable and nuclear energy capacity: wind and nuclear will

grow to 450 GW and 300GW respectively by 2050 in CIS, and

500GW and 550GW in AIS.

o Wind: U.S. had 35.16 GW in 2009, Japan had 2.2 GW in 2009

o Nuclear: U.S. 2008: 101 GW nuclear installed capacity, Japan

2009: 47.5 GW net capacity

• Ultra super critical share of coal generation: reaches 33% in 2020

and 83% in 2050 in CIS, and 42% in 2020 to 95% in 2050 in AIS

Page 41: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Assumptions for Key Macroeconomic

& Industrial Drivers• Urbanization: projected to increase to 80% in 2050 from 45% in 2007

o U.S. 2008: 81.7%, Japan 2008: 66.5%

• Population: will reach 1.41 billion in 2050, an increase of 80 million

from 2007

• GDP Annual Growth Rate: 7.7% between 2010 to 2020, 5.9% from

2020 to 2030, 3.4% from 2030 to 2050

o U.S.: 2% in 2007, 0.4% in 2008. Japan: 2.4% in 2007, -0.7% in 2008

• Production of cement, iron & steel, aluminum, and glass : based

on major physical driver relationships to build environment

requirements for growing urban population, with floor space

construction area as a proxy. Assume exports remain constant.

• Production of ammonia and ethylene: Ammonia production is

driven by sown area an fertilizer intensity while ethylene production

was based on population and per capita demand for plastics, using

current level in Korea and Japan as proxies

Page 42: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Assumptions about Other Key Drivers (1)

• Urban residential floor area per capita: almost double from 24 m2

to 46m2 between 2005 and 2050

o U.S. 2005: 75.8 m2, Japan 2003: 35.5 m2

• Urban appliance saturation: major appliances all close to saturation

in 2009

o US and Japan: major appliances all at or past saturation for the

past 20 years

• Appliance efficiency: moderate efficiency improvement (1/3

improvement relative to High Efficiency) for CIS and Moderate

Improvement of new equipment in 2010 – near Best Practice by 2020

• Commercial floor area per employee: an increase of about 25% by

2030 and 86% by 2050 to 53 m2 compared to 2005,

o in between Japan in 2002 (36 m2) and the US (62 m2) in 2003

• Tertiary sector employee: increase by about 33% by 2030 compared

to 2005.

o U.S. 2008: 67% of male employees, 89.9% of female employees.

Japan 2008: 60% of male employees, 77% of female employees.

Page 43: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

Assumptions about Other Key Drivers (2)

• Commercial cooling efficiency: Current International Best Practice

by 2050 in CIS and by 2020 in AIS

• Building lifetime: 30 years

o U.S. commercial buildings: 65 – 80 years, Japan: 30 – 40 years

• Renewable and nuclear energy capacity: wind and nuclear will

grow to 450 GW and 300GW respectively by 2050 in CIS, and 500GW

and 550GW in AIS.

o Wind: U.S. had 35.16 GW in 2009, Japan had 2.2 GW in 2009

o Nuclear: U.S. 2008: 101 GW nuclear installed capacity, Japan 2009:

47.5 GW net capacity

• Ultra super critical share of coal generation: reaches 33% in 2020

and 83% in 2050 in CIS, and 42% in 2020 to 95% in 2050 in AIS

• Car ownership: reaches 25 %of population by 2050, compared with

21.5 % in Korea and 43.3% in Japan in 2002 and 47.4% in U.S (as

measured by cars owned per 1000 people).

Page 44: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

0

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44

Page 45: Will China Overwhelm the World with its Greenhouse Gas ...Mark D. Levine ローレンス・バークレー国立研究所 Lawrence Berkeley National Laboratory RITE International Symposium

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