Amory Lovins: We must win the oil endgame

56,748 views ・ 2008-01-09

TED


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Prevoditelj: Tedi Belusic Recezent: Mislav Ante Omazić - EFZG
00:12
The old story about climate protection is that it's costly,
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Stara priča o zaštiti klime jest da puno košta,
00:17
or it would have been done already.
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inače bi već bila ostvarena.
00:19
So government needs to make us do something painful to fix it.
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Stoga nas vlada treba natjerati na bolne mjere da se situacija popravi.
00:22
The new story about climate protection
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Nova priča o zaštiti klime je da
00:24
is that it's not costly, but profitable.
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ne košta, već je profitabilna
00:26
This was a simple sign error,
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Jednostavno, imamo pogrešan predznak
00:28
because it's cheaper to save fuel than to buy fuel,
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jer je jeftinije štedjeti gorivo nego ga kupovati,
00:31
as is well known to companies that do it all the time --
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što je dobro poznato kompanijama koje to stalno rade --
00:35
for example, Dupont, SD micro electronics.
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na primjer: Dupont, SD Micro Electronics
00:38
Many other firms -- IBM -- are reducing their energy intensity
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i mnoge druge, IBM, svoju potrošnje energije rutinski
00:43
routinely six percent a year by fixing up their plants,
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smanjuju za 6% godišnje modernizacijom svojih tvornica,
00:45
and they get their money back in two or three years.
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uz povrat ulaganja za dvije, tri godine.
00:48
That's called a profit.
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To se zove profit.
00:49
Now, similarly, the old story about oil is that if we wanted to save very much of it,
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Slično tome, stara priča o nafti jest da ako bismo je htjeli puno uštedjeti,
00:56
it would be expensive, or we would have done it already,
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to bi bilo skupo, ili bismo to već napravili,
01:00
because markets are essentially perfect.
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jer tržište u osnovi savršeno funkcionira.
01:02
If, of course, that were true, there would be no innovation,
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Naravno, kada bi to bilo tako onda ne bi bilo inovacija
01:05
and nobody could make any money.
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i nitko ne bi mogao zaraditi.
01:07
But the new story about oil
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Ali nova priča o nafti
01:09
is the government doesn't have to force us to do painful things to get off oil --
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jest da nas vlada ne mora tjerati na bolne postupke kako bi se riješili nafte --
01:13
not just incrementally, but completely --
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i to ne djelomično, već potpuno --
01:15
quite the contrary. The United States, for example,
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upravo suprotno. SAD, na primjer,
01:19
can completely eliminate its use of oil
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mogu potpuno eliminirati svoju potrebu za naftom
01:22
and rejuvenate the economy at the same time,
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i istovremeno potaknuti ekonomiju,
01:25
led by business for profit,
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pod vodstvom poslovnog svijeta,
01:27
because it's so much cheaper to save and substitute for the oil
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jer je puno jeftinije štedjeti i zamijeniti naftu
01:30
than to keep on buying it.
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nego je nastaviti kupovati.
01:32
This process will also be catalyzed by the military
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U tom će procesu katalizator biti i vojska
01:35
for its own reasons of combat effectiveness and preventing conflict,
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zbog vlastitih razloga borbene spremnosti i sprječavanja sukoba,
01:39
particularly over oil.
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posebno oko nafte.
01:41
This thesis is set out in a book called "Winning the Oil Endgame"
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Te su teze predstavljene u knjizi "Pobijediti u naftnoj završnici"
01:46
that four colleagues and I wrote
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koju smo napisali četvero kolega i ja.
01:48
and have posted for free at Oilendgame.com --
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Knjiga je dostupna besplatno na Oilendgame.com --
01:52
about 170,000 downloads so far.
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i do sada je preuzeta oko 170.000 puta.
01:55
And it was co-sponsored by the Pentagon --
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Knjigu je djelomično sponzorirao i Pentagon --
01:57
it's independent, it's peer-reviewed
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neovisna je, recenzirana od strane drugih stručnjaka.
01:59
and all of the backup calculations are transparently posted for your perusal.
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i svi proračuni transparentno su objavljeni, vama za provjeru.
02:04
Now, a bit of economic history, I think, may be helpful here.
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Sada, malo ekonomske povijesti, koja bi mogla pomoći ovdje.
02:09
Around 1850, one of the biggest U.S. industries was whaling.
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Oko 1850., jedna od najvećih industrija SAD-a je bio kitolov.
02:12
And whale oil lit practically every building.
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A kitovo ulje je osvjetljavalo, praktički, svaku kuću.
02:15
But in the nine years before Drake struck oil, in 1859,
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Ali u 9 godina prije nogo je Drake pronašao naftu 1859.
02:18
at least five-sixths of that whale oil-illuminating market disappeared,
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barem pet šestina tržišta kitovim uljem je nestalo,
02:22
thanks to fatal competitors, chiefly oil and gas made from coal,
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zahvaljujući konkurenciji, prvenstveno ulju i plinu proizvedenom od ugljena,
02:28
to which the whalers had not been paying attention.
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na koju kitolovci nisu obraćali pažnju.
02:31
So, very unexpectedly, they ran out of customers
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I tako su, vrlo neočekivano, ostali bez kupaca
02:35
before they ran out of whales.
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prije nego li su ostali bez kitova.
02:37
The remnant whale populations were saved by technological innovators
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Ostatke populacije kitova spasili su tehnološki inovatori
02:41
and profit-maximizing capitalists.
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i profita gladni kapitalisti.
02:43
(Laughter)
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(Smijeh)
02:46
And it's funny -- it feels a bit like this now for oil.
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I smiješno je jer podsjeća na sadašnju situaciju sa naftom.
02:49
We've been spending the last few decades
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Trošili smo mnogo u zadnjih par desetljeća
02:51
accumulating a very powerful backlog of technologies
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akumulirajući vrlo moćan skup tehnologija
02:54
for saving and substituting for oil,
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za štednju i zamjenu nafte,
02:56
and no one had bothered to add them up before.
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a da se nitko nije potrudio objediniti te tehnologije.
02:59
So when we did, we found some very surprising things.
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A kada smo ih zbrojili otkrili smo vrlo iznenađujuće stvari.
03:02
Now, there are two big reasons to be concerned about oil.
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Postoje dva velika razloga zašto bismo treba biti zabrinuti oko nafte.
03:06
Both national competitiveness and national security are at risk.
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I nacionalna konkurentnost i nacionalna sigurnost su u opasnosti.
03:10
On the competitiveness front,
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Kada je riječ o konkurentnosti,
03:12
we all know that Toyota has more market cap than the big three put together.
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svi znamo kako Toyota ima veći udio na tržištu nego GM, Ford i Chrysler zajedno.
03:17
And serious competition from Europe, from Korea,
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A tu je i ozbiljna konkurencija iz Europe, iz Koreje,
03:20
and next is China, which will soon be a major net exporter of cars.
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a sljedeća je Kina, koja će ubrzo biti velik izvoznik automobila.
03:25
How long do you think it will take before you can drive home your new
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Što mislite koliko vremena će proći prije nego budete u mogućnosti dovesti pred kuću vaše novo
03:28
wally-badged Shanghai automotive super-efficient car?
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super efikasno vozilo Šangajske autoindustrije?
03:34
Maybe a decade, according to my friends in Detroit.
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Možda za desetljeće, ako se pita moje prijatelje u Detroitu.
03:37
China has an energy policy
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Kina ima energetsku politiku
03:39
based on radical energy efficiency and leap-frog technology.
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baziranu na energetskoj efikasnosti i preskakivanju zastarijelih tehnologija.
03:42
They're not going to export your uncle's Buick.
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Kina neće izvoziti Buic vašeg strica.
03:45
And after that comes India.
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A poslije dolazi i Indija.
03:47
The point here is, these cars are going to be made super efficient.
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Stvar je u tome kako će se vozila proizvoditi da budu super efikasna.
03:51
The question is, who will make them?
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Pitanje je tko će ih proizvoditi?
03:53
Will we in the United States continue to import efficient cars to replace foreign oil,
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Hoćemo li mi u SAD-u nastaviti uvoziti štedljiva vozila da zamijenimo stranu naftu,
03:58
or will we make efficient cars and import neither the oil nor the cars?
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ili ćemo proizvoditi vlastita štedljiva vozila i ne uvoziti niti strana vozila niti stranu naftu?
04:02
That seems to make more sense.
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Mislim kako ovo drugo ima više smisla.
04:04
The more we keep on using the oil, particularly the imported oil,
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Što više budemo koristili naftu, pogotovo uvezenu naftu,
04:10
the more we face a very obvious array of problems.
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to se više suočavamo s očitom mrežom problema.
04:13
Our analysis assumes that they all cost nothing,
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Naša analiza pretpostavlja kako sve to ne košta ništa,
04:15
but nothing is not the right number.
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no ništa nije ispravan broj.
04:17
It could well be enough to double the oil price, for example.
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bilo bi dovoljno poduplati cijenu nafte, na primjer.
04:21
And one of the worst of these
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A jedan od gorih problema
04:23
is what it does to our standing in the world
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je što to utječe na naš položaj u svijetu
04:26
if other countries think that everything we do is about oil,
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ako druge države misle da sve što radimo ima veze sa naftom,
04:30
if we have to treat countries that have oil
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ako moramo države koje imaju naftu tretirati drukčije
04:32
differently than countries that don't have oil.
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nego države koje nemaju naftu.
04:35
And our military get quite unhappy
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A i naša vojska neće biti sretna
04:39
with having to stand guard on pipelines in Far-off-istan
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ako bude morala čuvati naftovod u Negdje-zemskoj
04:42
when what they actually signed up for
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umjesto da rade ono za šta su se i prijavili u vojsku
04:44
was to protect American citizens.
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a to je štititi američke građane.
04:46
They don't like fighting over oil,
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Vojska se ne želi boriti oko nafte,
04:48
they don't like being in the sands
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ne žele biti u pijesku
04:50
and they don't like where the oil money goes
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i ne sviđa im se gdje ide novac od nafte
04:52
and what sort of instability it creates.
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i nestabilnost koju ona stvara.
04:54
Now, in order to avoid these problems,
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Sada, kako bi izbjegli te probleme,
04:56
whatever you think they're worth, it's actually not that complicated.
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bez obzira koliko mislite da koštaju, to i nije toliko složeno.
04:59
We can save half the oil by using it more efficiently,
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Možemo uštedjeti pola nafte koristeći je efikasnije
05:02
at a cost of 12 dollars per saved barrel.
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po cijeni od 12 dolara po ušteđenom barelu.
05:06
And then we can replace the other half
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A drugu polovicu možemo zamijeniti
05:09
with a combination of advanced bio-fuels and safe natural gas.
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kombinacijom naprednog bio-goriva i prirodnog plina.
05:13
And that costs on average under 18 dollars a barrel.
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To nas u prosjeku košta ispod 18 dolara po barelu.
05:15
And compared with the official forecast,
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Ako to usporedimo sa službenim procjenama
05:18
that oil will cost 26 dollars a barrel in 2025,
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kako će nafta koštati 26 dolara po barelu 2025,
05:21
which is half of what we've been paying lately,
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što je otprilike pola od onog što plaćamo u zadnje vrijeme.
05:23
that will save 70 billion dollars a year, starting quite soon.
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Tako ćemo uštedjeti 70 milijardi dolara na godinu, počevši prilično brzo.
05:28
Now, in order to do this we need to invest about 180 billion dollars:
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Kako bi to napravili moramo uložiti oko 180 milijardi dolara.
05:33
half of it to retool the car, truck and plane industries;
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Polovicu kako bi se opremile industrije automobila, kamiona i zrakoplova.
05:36
half of it to build the advanced bio-fuel industry.
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Polovicu kako bi se izgradila napredna industrija bio-goriva.
05:38
In the process, we will gain about a million good jobs, mainly rural.
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U tom procesu otvoriti će se otprilike milijun dobrih radnih mjesta, većinom u ruralnim krajevima.
05:44
And protect another million jobs now at risk, mainly in auto-making.
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I zaštititi još milijun ugroženih radnih mjesta, pretežno u auto industriji.
05:48
And we'll also get returns over 150 billion dollars a year.
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I zaraditi povrat od preko 150 milijardi dolara na godinu.
05:52
So that's a very handsome return.
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To je prilično dobar povrat.
05:54
It's financeable in the private capital market.
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I može se financirati iz tržišta privatnog kapitala.
05:57
But if you want it for the reasons I just mentioned,
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No ako to želite iz razloga koje sam upravo spomenuo,
05:59
to happen sooner and with higher confidence,
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da se dogode prije i sa većom razinom pouzdanosti,
06:03
then -- and also to expand choice and manage risk --
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onda -- isto tako proširiti izbor i kontrolirati rizik --
06:07
then you might like some light-handed public policies
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onda bi vam se svidjele neke "meke" javne politike
06:10
that support rather than distorting or opposing the business logic.
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koje podržavaju, radije nego da se opiru ili suprostavljaju logici tržišta.
06:15
And these policies work fine without taxes, subsidies or mandates.
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A te politike rade sasvim dobro i bez poreza, poticaja ili mandata.
06:20
They make a little net money for the treasury.
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Stvarale bi mali neto prihod državnoj riznici.
06:22
They have a broad trans-ideological appeal,
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Imale bi širok trans-ideološki utjecaj,
06:24
and because we want them actually to happen,
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i zato jer želimo da se zapravo dogode,
06:26
we figured out ways to do them
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smislili smo načine kako to napraviti
06:29
that do not require much, if any, federal legislation,
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koji ne zahtijevaju puno, ako uopće, federalne legislative.
06:35
and can, indeed, be done administratively or at a state level.
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I mogu biti učinjene administrativno ili na razini pojedine države.
06:39
Just to illustrate what to do about the nub of the problem,
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Ilustrirati ću vam što bi trebalo napraviti s dijelom problema,
06:43
namely, light vehicles,
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i to, lakim vozilima,
06:45
here are four ultra-light carbon-composite concept cars with low drag,
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ovdje vidite četiri koncepta načinjena od ultra-lakih karbonskih materijala s niskim otporom zraka
06:50
and all but the one at the upper left have hybrid drive.
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i sva, osim vozila gore lijevo, su hibridna vozila.
06:54
You can sort of have it all with these things.
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S ovim vozilima možete imati gotovo sve.
06:56
For example, this Opel two-seater
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Na primjer, ovaj Opel roadster
06:59
does 155 miles an hour at 94 miles a gallon.
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ide 250 km/h i troši 3 litre na 100km.
07:03
This muscle car from Toyota: 408 horsepower in an ultra-light
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Ova sportska Toyota: 408 konja u ultra lakom pakiranju
07:08
that does zero to 60 in well under four seconds,
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koja ide od 0 do 100km/h ispod 4 sekunde,
07:10
and still gets 32 miles a gallon. I'll say more later about this.
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i troši samo 8 litara na 100km. No o tome kasnije.
07:15
And in the upper left, a pioneering effort 14 years ago by GM --
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U gornjem lijevom kutu, pionirski rad od prije 14 godina GM-a,
07:20
84 miles a gallon without even using a hybrid, in a four-seater.
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s potrošnjom od 3.3 litre na 100 km bez hibridnog pogona i četiri sjedala.
07:23
Well, saving that fuel, 69 percent of the fuel in light vehicles
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Štednjom tog goriva, 69% goriva u lakom vozilu
07:27
costs about 57 cents per saved gallon.
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košta oko 57 centi po ušteđenom galonu. (galon=4.5 litre)
07:30
But it's even a better deal for heavy trucks,
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Još su bolji rezultati za šlepere,
07:32
where you save a similar amount at 25 cents a gallon,
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gdje se uštedi slična količina goriva za 25 centi po galonu,
07:36
with better aerodynamics and tires and engines, and so on,
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s boljom aerodinamikom, gumama, motorom i tako dalje.
07:39
and taking out weight so you can put it into payload.
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Štedeći na težini vozila povećava se prostor za robu.
07:42
So you can double efficiency with a 60 percent internal rate of return.
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Tako se dupla efikasnost sa 60% interne stope povrata.
07:47
Then you can go even further, almost tripling efficiency
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Možete ići i dalje, gotovo triplicirajući efikasnost
07:51
with some operational improvements,
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s nekim operativnim poboljšanjima,
07:53
double the big haulers' margins.
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dvostrukim povećanjem dimenzija velikih šlepera.
07:55
And we intend to use those numbers to create demand pull, and flip the market.
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I mi smo namjeravali tim brojkama stvoriti potražnju te preokrenuti tržište.
07:59
In the airplane business, it's again a similar story
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U zračnom prijevozu je slična priča
08:04
where the first 20 percent fuel saving is free,
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gdje je prvih 20% uštede na gorivu besplatno,
08:07
as Boeing is now demonstrating in its new Dreamliner.
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kako je i demonstrirao Boeing u svom novom Dreamlineru.
08:10
But then the next generation of planes saves about half.
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Onda sljedeća generacija zrakoplova štedi oprilike 50%.
08:14
Again, much cheaper than buying the fuel.
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Ponovo, bitno jeftinije nego kupovati gorivo.
08:17
And if you go over the next 15 years or so to a blended-wing body,
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Ako se u sljedećih 15 godina prijeđe na zrakoplov koji je u osnovi jednokrilni,
08:21
kind of a flying wing with internal engines,
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s motorima unutar tijela zrakoplova,
08:25
then you get about a factor three efficiency improvement
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onda se efikasnost poveća za tri puta
08:29
at comparable or lower cost.
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s istom ili manjom cijenom koštanja.
08:31
Let me focus a minute on the light vehicles, the cars and light trucks,
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Dopustite da se na trenutak fokusiram na laka vozila, automobile i lake kamione.
08:35
because we all know the most about those;
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Jer o njima znamo najviše,
08:37
probably everybody here drives one.
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vjerojatno svaki od vas ovdje vozi jedan.
08:40
And yet we may not realize that in a standard sedan,
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Pa ipak ne uviđamo kako u standardnom automobilu,
08:43
of all the fuel energy you feed into the car,
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od svog goriva koje se natoči u vozilo,
08:46
seven-eighths never gets to the wheels;
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sedam osmina nikad ne dođe do kotača,
08:48
it's lost first in the engine, idling at zero miles a gallon,
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najprije se potroši u motoru, kada je isti u praznom hodu,
08:52
the power train and accessories.
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pa u sustavu prijenosa i dodatnoj opremi vozila.
08:55
So then of the energy that does get to the wheels,
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Pa tako od energije koja dođe do kotača,
08:58
only an eighth of it, half of that, goes to heat the tires on the road,
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samo osmina, pola od toga, ide na zagrijavanje guma na cesti,
09:01
or to heat the air the car pushes aside.
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ili na savladavanje otpora zraka.
09:03
And only this little bit, only six percent
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A samo ovaj mali dio, samo 6%
09:05
actually ends up accelerating the car
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u stvari ubrzava vozilo
09:08
and then heating the brakes when you stop.
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i onda zagrijava kočnice kada kočite.
09:10
In fact, since 95 percent of the weight you're moving is the car not the driver,
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U osnovi, pošto 95% težine koju koju vozimo nije vozač,
09:13
less than one percent of the fuel energy ends up moving the driver.
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manje od 1% energije goriva koristimo za prijevoz osobe.
09:16
This is not very gratifying
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To i nije zadovoljavajuće
09:18
after more than a century of devoted engineering effort.
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poslije više od stoljeća predanoga rada inženjera.
09:21
(Laughter)
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(Smijeh)
09:22
(Applause)
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(Pljesak)
09:23
Moreover, three-fourths of the fuel use is caused by the weight of the car.
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Štoviše, ¾ potrošnje goriva uzrokuje sama težina vozila.
09:29
And it's obvious from the diagram that every unit of energy you save at the wheels
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A očito je iz dijagrama kako od svake jedinice energije koju uštedite na kotačima
09:34
is going to avoid wasting another seven units of energy
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izbjegnuti će se bespotrebno trošenje sedam jedinica
09:37
getting that energy to the wheels.
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koje se izgube prema kotača.
09:39
So there's huge leverage for making the car a lot lighter.
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To je veliki poticaj da se vozila rade puno lakša.
09:43
And the reason this has not been very seriously examined before
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A razlog zašto ovo nije prije ispitano ozbiljno
09:46
is there was a common assumption in the industry that --
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jest zajednička pretpostavka industrije kako
09:50
well, then it might not be safe if you got whacked by a heavy car,
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onda ne bi bili sigurni u sudaru s teškim vozilom,
09:53
and it would cost a lot more to make,
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i koštao bi puno više za proizvodnju,
09:55
because the only way we know how to make cars much lighter
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jer je jedini način na koji znamo raditi vozila puno lakšim
09:57
was to use expensive light metals like aluminum and magnesium.
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upotreba skupih lakih metala poput aluminija i magnezija.
10:01
But these objections are now vanishing through advances in materials.
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No napretkom razvoja materijala takve opaske sada gube smisao.
10:05
For example, we use a lot of carbon-fiber composites
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Na primjer, kompozitni materijali od karbonskih vlakana se koriste
10:09
in sporting goods.
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u sportskoj opremi.
10:11
And it turns out that these are quite remarkable for safety.
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I ispostavilo se kako su izuzetno sigurni.
10:16
Here's a handmade McLaren SLR carbon car that got t-boned by a Golf.
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Na slici vidite McLaren SLR od karbonskih vlakana u kojeg je udario Golf.
10:21
The Golf was totaled.
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Na golfu je totalna šteta.
10:23
The McLaren just popped off and scratched the side panel.
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McLaren je malo udubljen i izgreban.
10:26
They'll pop it back on and fix the scratch later.
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Samo će poravnati i popraviti ogrebotine.
10:29
But if this McLaren were to run into a wall at 65 miles an hour,
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Ali da se ovaj McLaren zaleti u zid pri brzini od 100km/h,
10:32
the entire crash energy would be absorbed
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cijelu energiju sudara bi apsorbiralo
10:35
by a couple of woven carbon-fiber composite cones,
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par tuljaca od pletenih karbonskih vlakana,
10:38
weighing a total of 15 pounds, hidden in the front end.
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koji zajedno teže 7kg i skriveni su naprijeda u vozilu.
10:42
Because these materials could actually absorb
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S obzirom da ti materijali mogu absorbirati
10:44
six to 12 times as much energy per pound as steel,
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6 do 12 puta više energije nego čelik iste težine,
10:48
and do so a lot more smoothly.
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i to puno uglađenije.
10:50
And this means we've just cracked the conundrum of safety and weight.
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To znači da smo upravo riješili probleme sigurnosti i težine.
10:55
We could make cars bigger, which is protective, but make them light.
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Mogli bi izrađivati veća vozila, zbog sigurnosti, s malom masom.
11:02
Whereas if we made them heavy, they'd be both hostile and inefficient.
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S druge strane kada bi ih izradili teškim, bila bi nesigurnija i neefikasna.
11:06
And when you make them light in the right way,
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A kada ih se napravi lakšim, na pravi način,
11:08
that can be simpler and cheaper to make.
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mogu biti jednostavnija i jeftinija za proizvodnju.
11:13
You can end up saving money, and lives, and oil, all at the same time.
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Možemo uštedjeti novce, naftu i spasiti živote sve u isto vrijeme.
11:18
I showed here two years ago
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Prije dvije godine sam vam pokazao
11:20
a little bit about a design of your basic, uncompromised,
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neke sitnice o dizajnu osnovnog, beskompromisnog,
11:24
quintupled-efficiency suburban-assault vehicle --
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pet puta efikasnijeg vozila za napad na predgrađe --
11:29
(Laughter)
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(Smijeh)
11:30
-- and this is a complete virtual design
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-- a to je bio potpuno virtualni dizajn
11:35
that is production-costed manufacturable.
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koji se može proizvoditi po normalnim cijenama.
11:38
And the process needed to make it
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A proces koji je potreban za izradu
11:40
is actually coming toward the market quite nicely.
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dolazi na tržište prilično dobro.
11:43
We figured out a kind of a digital inkjet printer
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Smislili smo neku vrstu digitalnog inkjet printera
11:46
for this very stiff, strong, carbon-composite material,
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za ovaj čvrst, snažan, karbonsko kompozitni materijal,
11:52
and then ways to thermoform it,
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i načine za njegovo termo-formiranje,
11:54
because it's a combination of carbon and nylon,
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jer je kombinacija ugljičnih vlakana i najlona,
11:57
into whatever complex shapes you want,
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u bilo koji složeni oblik koji želite,
12:00
like the one just shown at the auto show by one of the tier-one suppliers.
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poput pokazanih na auto sajmu od jednog proizvođača.
12:04
And the manufacturing you can do this way gets radically simplified.
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A proizvodnja na taj način postaje radikalno jednostavna.
12:08
Because the auto body has only, say, 14 parts, instead of 100, 150.
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Jer tijelo automobila ima samo, ponavljam, samo 14 dijelova umjesto 100, 150.
12:13
Each one is formed by one fairly cheap die set,
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Svaki dio je oblikovan pomoću jeftine preše,
12:16
instead of four expensive ones for stamping steel.
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umjesto četiri skupe preše za čelik.
12:19
Each of the parts can be easily lifted with no hoist.
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Svaki dio se može lako podići i bez dizalice.
12:24
They snap together like a kid's toy.
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Slažu se zajedno poput dječje igračke.
12:26
So you got rid of the body shop.
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Tako ste se riješili karoserijske radionice.
12:28
And if you want, you can lay color in the mold, and get rid of the paint shop.
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A po želji se može nanijeti boja direktno u kalup i tako se riješiti lakirnice.
12:31
Those are the two hardest and costliest parts of making a car.
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A to su dva najteža i najskuplja dijela proizvodnje vozila.
12:34
So you end up with at least two-fifths lower capital intensity
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Tako možete imati barem dvije petine manja ulaganja
12:37
than the leanest plant in the industry, which GM has in Lansing.
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nego najjeftinija tvornica auto industrije, koju ima GM u Lansingu.
12:42
The plant also gets smaller.
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Površina tvornice se također smanjuje.
12:44
Now, when you go through a similar analysis for every way we use oil,
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Kada napravite sličnu analizu za sve što koristi naftu,
12:48
including buildings, industry, feedstocks and so on,
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uključujući građevine, industriju, stoku, itd.
12:51
you find that of the 28 million barrels a day
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shvatite kako od 28 milijuna barela dnevno
12:54
the government says we will need in 2025,
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za koje vlada kaže da ćemo trebati 2025,
12:57
well, about eight of that can be removed by efficiency by then,
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osam barela se do tada može maknuti s boljom efikasnošću,
13:02
with another seven still being saved as the vehicle stocks turn over,
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s još sedam ušteđenih putem prihoda od dionica autoindustrije,
13:06
at an average cost of only 12 bucks a barrel,
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po srednjoj cijeni od 12 dolara za barel,
13:09
instead of 26 for buying the oil.
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umjesto 26 za kupovanje nafte.
13:11
And then another six can be made robustly, competitively,
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A sljedećih šest se može proizvoditi pouzdano, kompetitivno,
13:16
from cellulosic ethanol and a little bio-diesel,
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iz celuloznog etanola i malo bio-dizela,
13:19
without interfering at all with the water or land needs of crop production.
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bez da utječemo na vodu i zemlju potrebnu za poljoprivredu.
13:23
There is a huge amount of gas to be saved,
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Velika količina goriva se može uštediti,
13:26
about half the projected gas at about an eighth of its price.
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otprilike pola procijenjene količine za osminu cijene nafte
13:30
And here are some no-brainer substitutions of it, with lots left over.
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A ovdje su neke jednostavne zamijene za naftu, kojih imamo viška.
13:34
So much, in fact, that after you've handled the domestic oil forecast
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Dovoljno da, nakon šta smo se pozabavili procijenjenom količinom nafte iz domaćih izvora
13:41
from areas already approved,
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koji se nalaze na već odobrenim područjima,
13:43
you have only this little bit left, and let's see how we can meet that,
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ostao je samo taj mali dio, i hajde da vidimo kako možemo to riješiti,
13:46
because there's a pretty flexible menu of ways.
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jer imamo prilično fleksibilan meni mogućih rješenja.
13:49
We could, of course, buy more efficiency.
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Mogli bi, naravno, kupovati više efikasnosti.
13:51
Maybe you ought to buy efficiency at 26 bucks instead of 12.
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Možda bi trebalo kupovati po cijeni od 26 umjesto 12 dolara.
13:55
Or wait to capture the second half of it.
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Ili pričekati da uhvatimo drugi dio.
13:57
Or we could, of course, just get this little bit
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Mogli bi, naravno, tu malu količinu
13:59
by continuing to import some Canadian and Mexican oil,
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uvoziti iz Kanade i Meksika,
14:02
or the ethanol the Brazilians would love to sell us.
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ili etanol kojeg bi nam Brazilci voljeli prodati,
14:05
But they'll sell it to Japan and China instead,
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no prodaju ga Japanu i Kini,
14:07
because we have tariff barriers to protect our corn farmers, and they don't.
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jer imamo carine koje štite naše proizvođače kukuruza, dok oni nemaju.
14:11
Or we could use the saved gas directly to cover all of this balance,
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Ili bi mogli koristiti ušteđeno gorivo direktno da se pokrije razlika,
14:16
or if we used it as hydrogen, which is more profitable and efficient,
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ako bi koristili vodik, koji je profitabilniji i efikasniji,
14:19
we'd get rid of the domestic oil too.
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riješili bi se i domaće nafte.
14:21
And that doesn't even count, for example,
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A u to nismo ubrojili, na primjer,
14:23
that available land in the Dakotas can cost effectively
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dostupnu zemlju u Dakoti, koja može jeftino
14:26
make enough wind power to run every highway vehicle in the country.
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proizvoditi dovoljno struje iz vjetrenjača da napaja sva vozila u zemlji.
14:29
So we have lots of options.
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Imamo puno opcija.
14:31
And the choice of menu and timing is quite flexible.
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A izbor i tempiranje su dosta fleksibilni.
14:35
Now, to make this happen quicker and with higher confidence,
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Sada, kako bi to postigli brže i s većom pouzdanosti,
14:38
there is a few ways government could help.
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vlada može pomoći na nekoliko načina.
14:40
For example, fee-bates, a combination of a fee and a rebate
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Na primjer, kombinacijom poticaja i penala
14:45
in any size class of vehicle you want,
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u bilo kojoj klasi vozila,
14:48
can increase the price of inefficient vehicles
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možete povećati cijenu neefikasnih vozila
14:53
and correspondingly pay you a rebate for efficient vehicles.
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i istovremeno poticati kupovinu efikasnih vozila.
14:57
You're not paid to change size class.
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Ovdje niste plaćeni za promjenu klase vozila.
14:59
You are paid to pick efficiency within a size class,
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Plaćeni ste da izaberete efikasnost u istoj klasi,
15:03
in a way equivalent to looking at all fourteen years of life-cycle fuel savings
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ekvivalentna s 14 godina standardne štednje u gorivu
15:08
rather than just the first two or three.
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nego samo s dvije ili tri.
15:10
This expands choice rapidly in the market,
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To naglo širi izbor na tržištu,
15:12
and actually makes more money for automakers as well.
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i donosi veću dobit autoindustriji.
15:15
I'd like to deal with the lack of affordable personal mobility in this country
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Htio bih vam skrenuti pažnju na nedostatak pristupačnih novih osobnih vozila,
15:20
by making it very cheaply possible for low-income families
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radeći ih jeftino omogućili bi obiteljima niže platežne moći
15:24
to get efficient, reliable, warranted new cars
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da kupe efikasno, pouzdano, vozilo pod garancijom
15:28
that they could otherwise never get.
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koje si inače ne bi mogli priuštiti.
15:30
And for each car so financed, scrap almost one clunker,
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A za svako vozilo tako financirano, možete zdrobiti neku krntiju,
15:34
preferably the dirtiest ones.
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po mogućnosti one najprljave.
15:36
This creates a new million-car-a-year market for Detroit
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To bi stvorilo novo milijun-vozila-na-godinu tržište za Detroit
15:40
from customers they weren't going to get otherwise,
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za mušterije koje prije nisu ni imali,
15:42
because they weren't creditworthy and could never afford a new car.
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jer nisu bili kreditno sposobni i nikad si ne bi mogli priuštiti novi auto.
15:45
And Detroit will make money on every unit.
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A Detroit će zaraditi na svakom vozilu.
15:47
It turns out that if, say, African-American and white households
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Pokazalo se kada bi afro-američka i bijela domaćinstva u SAD-u
15:50
had the same car ownership,
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imala isti broj vozila u vlasništvu,
15:52
it would cut employment disparity about in half
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to bi smanjilo razlike u mogućnostima zaposlenja na pola
15:56
by providing better access to job opportunities.
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omogućujući bolji pristup mogućim prilikama za posao.
15:58
So this is a huge social win, too.
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To bi bila i velika socijalna pobjeda.
16:00
Governments buy hundreds of thousands of cars a year.
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Države kupuju stotine tisuća automobila godišnje.
16:03
There are smart ways to buy them and to aggregate that purchasing power
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Postoje pametni načini kupovine i akumuliranja kupovne moći
16:07
to bring very efficient vehicles into the market faster.
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za omogućavanje bržeg proboja efikasnih vozila na tržište.
16:10
And we could even do an X Prize-style golden carrot
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Mogla bi se organizirati neka vrsta nagrade
16:13
that's worth stretching further for.
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koja bi još više potakla tržište.
16:15
For example, a billion-dollar prize for the first U.S. automaker
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Na primjer milijarda dolara prvom proizvođaču automobila
16:19
to sell 200,000 really advanced vehicles, like some you saw earlier.
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koji proda više od 200,000 zbilja naprednih vozila, poput onih koje smo vidjeli.
16:24
Then the legacy airlines can't afford to buy the efficient new planes
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Zrakoplovne kompanije si ne mogu priuštiti nove, efikasne, zrakoplove.
16:29
they desperately need to cut their fuel bills,
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jer oni očajnički moraju smanjiti troškove goriva,
16:32
but if you felt philosophically you wanted to do anything about that,
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no ako bi zbilja htjeli poduzeti nešto oko toga,
16:35
there are ways to finance it.
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našli bi načine za financiranje.
16:37
And at the same time to scrap inefficient old planes,
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I u isto vrijeme "umiroviti" stare neefikasne zrakoplove,
16:41
so that if they were otherwise to come back in the air,
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jer ako bi ostali i dalje u upotrebi
16:44
they would waste more oil,
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samo bi trošili puno goriva,
16:46
and block the uptake of efficient, new planes.
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blokirajući tranziciju novim efikasnim zrakoplovima.
16:49
Those part inefficient planes
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Takvi neefikasni zrakoplovi
16:51
are worth more to society dead than alive.
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više vrijede društvu na otpadu nego u zraku.
16:53
We ought to take them out back and shoot them,
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Trebalo bi im polomiti krila
16:55
and put bounty hunters after them.
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ili poslati lovce na njih.
16:57
Then there's an important military role.
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Tu je i značajna uloga za vojsku.
17:00
That in creating the move to high-volume,
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Stvarajući potrebu da se prijeđe na masovnu,
17:04
low-cost commercial production of these kinds of materials,
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jeftinu proizvodnju takvih materijala,
17:07
or for that matter, ultra-light steels
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kao na primjer, ultra-laki čelici
17:09
that are a good backup technology,
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koji su dobra rezervna tehnologija,
17:12
the military can do the trick it did
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vojska bi mogla napraviti isti trik kao šta je
17:15
in turning DARPAnet into the Internet.
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napravila s DARPAnetom pretvorivši ga u Internet.
17:17
Just turn it over to the private sector, and we have an Internet.
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Prepustila je tehnologiju privatnom sektoru, a mi smo dobili Internet.
17:21
The same for GPS.
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Isto vrijedi i za GPS.
17:24
The same for the modern semi-conductor industry.
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I za modernu poluvodičku industriju.
17:26
That is, military science and technology that they need
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Tako su znanost i tehnologija koje su potrebne vojsci
17:30
can create the advanced materials-industrial cluster
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mogu stvoriti klaster industrije naprednih materijala
17:33
that transforms its civilian economy and gets the country off oil,
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koja bi preobratila civilnu ekonomiju i skinula zemlju s nafte.
17:36
which would be a huge contribution to eliminating conflict over oil
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To bi bio velik doprinos eliminaciji sukoba oko nafte
17:39
and advancing national and global security.
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poboljšavajući nacionalnu i globalnu sigurnost.
17:41
Then we need to retool the car industry and do retraining,
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Potom moramo obučiti i preoblikovati auto industriju,
17:46
and shift the convergence of the energy and ag-value chains
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pomaknuti konvergenciju energije i poljoprivrede
17:50
to shift faster from hydrocarbons to carbohydrates,
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na bržu tranziciju s ugljikovodika na ugljikohidrate,
17:53
and get out of our own way in other ways.
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i maknuti same sebe iz utabane staze.
17:55
And make the transition to more efficient vehicles go faster.
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Omogućavajući bržu tranziciju na efikasnija vozila.
18:00
But here's how the whole thing fits together.
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Ovako bi cijela stvar išla zajedno.
18:02
Instead of official forecasts of oil use
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Umjesto službenih procjena potrošnje nafte
18:05
and oil imports going forever up,
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i povećavanja uvoza iste,
18:07
they can turn down with the 12 dollars a barrel efficiency,
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može se gurnuti prema dolje s 12 dolara po barelu efikasnosti,
18:11
down steeply by adding the supply-side substitutions at 18 bucks,
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još snažnije ako se dodamo zamjene nafti za 18 dolara,
18:15
all implemented at slower rates than we've done before when we paid attention.
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sve implementirano manjom brzinom nego prije kada smo obraćali pažnju.
18:19
And if we start adding tranches of hydrogen in there,
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Ako još dodamo vodik u sustav,
18:22
we are rapidly off imports and completely off oil in the 2040s.
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izostaje potreba za uvozom i potpuna sloboda od nafte do 2040.
18:26
And the one thing I'd like to point out here is that we've done this before.
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Htio bih istaknuti kako smo to već jednom napravili.
18:30
In this eight-year period, 1977 to 85, when we last paid attention,
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U periodu od osam godina od 1977. do 1985. kada smo zadnji put pazili,
18:35
the economy grew 27 percent, oil use fell 17 percent,
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ekonomija je porasla za 27% a upotreba nafte pala za 17%.
18:40
oil imports fell 50 percent, oil imports from the Persian Gulf fell 87 percent.
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Uvoz nafte je pao 50%. Uvoz iz perzijskog zaljeva je pao za 87%.
18:45
They would have been gone if we'd kept that up one more year.
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Da smo ustrajali na tom putu uvoz bi nestao za godinu dana.
18:48
Well, that was with very old technologies and delivery methods.
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A to sve sa starom tehnologijom i metodama transporta.
18:52
We could rerun that play a lot better now.
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Sada bi mogli puno bolje odigrati tu istu partiju.
18:55
And yet what we proved then is the U.S. has more market power than OPEC.
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A onda smo bili dokazali kako SAD ima veći udio u tržištu nego OPEC.
18:58
Ours is on the demand side.
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Mi smo na strani potražnje.
19:00
We are the Saudi Arabia of "nega-barrels." (Laughter)
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Mi smo Saudijska Arabija anti-barela.
19:02
We can use less oil faster than they can conveniently sell less oil.
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Možemo koristiti manje nafte brže nego nam oni mogu manje prodati.
19:07
(Applause)
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(Pljesak)
19:14
Whatever your reason for wanting to do this,
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Koji god da je vaš razlog da želite ovo,
19:17
whether you're concerned about national security or price volatility --
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bilo da ste zabrinuti za nacionalnu sigurnost ili nestabilnost cijena --
19:20
(Laughter)
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(Smijeh)
19:21
-- or jobs, or the planet, or your grand-kids,
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-- ili sigurnost poslova, zabrinuti ste za planet ili vaše unuke,
19:24
it seems to me that this is an oil endgame
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čini mi se kko bi ovu igru kraja nafte
19:27
that we should all be playing to win.
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trebali igrati da pobijedimo.
19:29
Please download your copy, and thank you very much.
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Slobodno skinite vlastitu kopiju knjige i hvala na pažnji.
19:32
(Applause)
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(Pljesak)
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