📊 EV’s Charts of the Week #46
Hi, I’m Azeem Azhar. I convene Exponential View to help us understand how our societies and political economy will change under the force of rapidly accelerating technologies. This is my member’s-only Charts of the Week mailout in which we explore the world through data.
DEPARTMENT OF CLIMATE
The new Nobel Laureate, Klaus Hasselmann, created a model linking weather and climate. His methods have been used to prove that the increased temperature in the atmosphere is due to human emissions of carbon dioxide. Via Nobel Prize
You don’t want to be the winner
This week, I have prepared an expanded decarbonisation section. We are in the processing of revamping the decarbonisation section of the Sunday newsletter. I would love your thoughts in the comments about how you think it should look and what types of content we should curate there. For now, let’s jump in with this fantastic graphic of the leading carbon-emitting countries over the last hundred years or so. The top three historical emitters of CO2 are the US at 509Gt, China at 284Gt and Russia at 172. Brazil and Indonesia, with their aggressive deforestation, come higher than one might expect. (If the video doesn’t load up, click on the link.) Via Simon Evans
BloombergNEF put together a number of scenarios for decarbonisation. In their “Gray scenario”, they assume energy decarbonisation occurs at a moderate rate, forcing us into more aggressive carbon capture and storage (CCS) to achieve Net Zero. Were that scenario to hold, the task for the nascent CCS industry is an enormous one. (Fortunately, there are signs the power sector will decarbonise faster than that.) Via BloombergNEF
More energy, more storage
With more energy production comes more storage. Forecast for energy storage market size demonstrates the sharp rises forecast for renewable energy growth. Via Woodmac
If we dig deeper still, wind production is leading the way in power plant capacity additions in the US. Nearly 50 per cent of capacity added in Q2 2021 came from wing energy compared with less than 5 per cent from gas. Via Renewable Energy World
Triple quarterpounder, no pickles
Regardless of advancements in renewable energy technology, we still have to look at how our behaviour influences the climate. This is remarkably clear in our diets. Compare CO2 emissions from beef production with air travel. It’s staggering. Via The Economist
Heat is transforming cities
Increasing numbers of people in cities are facing extreme heat over the last three decades. The number of person-days of extreme heat has quadrupled in that time. About a third of that is due to climatic warming and the heat island effect, population growth. Via PNAS
DEPARTMENT OF POPULATION DECLINE
If you thought declining fertility rates were a problem only facing the West, you would have been mistaken. Via FT
China’s ongoing confusion over fertility
China has a long and convoluted relationship with fertility. The government is now trying to limit access to abortions, but as the chart shows, it’s not going to help much. Via The Economist
Who is going to pay the bills?
As fertility rates continue their downward slope, the working-age population percentages in G-7 countries is falling. We know how big a problem this is for Japan, but counties like Canada and Germany will face equally daunting challenges. Via Federal Reserve
It’s not just fertility; marriage rates are declining in the US. This is hitting lower earners the hardest. Via Scott Galloway
The next unicorn
Europe and the US are still leading the unicorn game but look at China and the rest of the world in 2010 compared with today. Dynamics are changing. Via Matt Hartman
Big in Korea
5G is taking over South Korea. South Korean mobile data traffic reached 800 PB for the first time in August, and 56% of that traffic volume was 5G. Via tefficient
If you are following the testimony by Frances Haugen, the Facebook whistleblower, you might find chapter eight of my book relevant. I lay out a framework that explains how and why services like Facebook end up privatising public experience and what to do about it.
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