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00:00
Translator: Jenny Zurawell
Reviewer: Morton Bast
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譯者: Eddy Ho
審譯者: Chien-Ping 洪健彬 Hung
00:15
America's public energy conversation
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美國的公共能源議題
00:17
boils down to this question:
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最後總歸為這個問題
00:19
Would you rather die of A) oil wars,
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你比較喜歡哪種死法 A. 石油戰爭
00:23
or B) climate change,
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B. 氣候變遷
00:25
or C) nuclear holocaust,
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C. 核武浩劫
00:27
or D) all of the above?
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或是 D. 以上皆是
00:30
Oh, I missed one: or E) none of the above?
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噢 我漏了一個 E. 以上皆非
00:33
That's the one we're not normally offered.
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但通常不會有這個選項
00:35
What if we could make energy do our work
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要是能運用能源 協助我們工作
00:37
without working our undoing?
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又不會導致毀滅 該有多好
00:40
Could we have fuel without fear?
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我們能不能安心使用燃料
00:42
Could we reinvent fire?
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我們能不能重新造出火
00:44
You see, fire made us human;
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火造就了人類
00:46
fossil fuels made us modern.
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石化燃料使我們現代化
00:48
But now we need a new fire
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但我們現在需要一種新的火
00:49
that makes us safe, secure, healthy and durable.
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一種能讓我們安全 安定 健康 又能永續發展的火
00:53
Let's see how.
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讓我們看看 該怎麼做
00:55
Four-fifths of the world's energy
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世界上五分之四的能源
00:58
still comes from burning each year
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仍然來自於每年燃燒
01:00
four cubic miles of the rotted remains
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四立方英哩原始沼澤的
01:03
of primeval swamp goo.
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腐化物質
01:06
Those fossil fuels
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這些石化燃料
01:08
have built our civilization.
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幫助我們建立文明
01:11
They've created our wealth.
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幫助我們創造財富
01:13
They've enriched the lives of billions.
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豐富了數十億人的生活
01:15
But they also have rising costs
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但就安全 經濟 健康和環境而言
01:17
to our security, economy, health and environment
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石化燃料的成本 卻不斷增加
01:22
that are starting to erode, if not outweigh their benefits.
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也許利仍大於弊 但壞處的確日漸增加
01:25
So we need a new fire.
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所以我們需要一種新的火
01:27
And switching from the old fire to the new fire
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從舊的火 轉變成新的火
01:30
means changing two big stories about oil and electricity,
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意味著石油及電力的使用模式 將會改變
01:34
each of which puts two-fifths of the fossil carbon in the air.
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雖然兩者都會排放五分之二的化石碳
01:39
But they're really quite distinct.
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卻大不相同
01:41
Less than one percent of our electricity is made from oil --
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石油所產生的電力 占不到 1%
01:44
although almost half is made from coal.
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而燃煤產生了 將近 50% 的電力
01:48
Their uses are quite concentrated.
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兩者的用途都相當集中
01:50
Three-fourths of our oil fuel is transportation.
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四分之三的石油 集中在交通運輸
01:53
Three-fourths of our electricity powers buildings.
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而四分之三的電力 用於建築物用電
01:56
And the rest of both runs factories.
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而兩者所剩下的四分之一 則供給工廠營運
01:58
So very efficient vehicles, buildings and factories
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高效率的交通工具 建築物與工廠
02:01
save oil and coal,
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能省下許多石油與燃煤
02:03
and also natural gas that can displace both of them.
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還有能取代石油與煤炭的天然氣
02:07
But today's energy system is not just inefficient,
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但目前的能源系統不只是沒效率
02:10
it is also disconnected,
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還相當零散
02:12
aging, dirty and insecure.
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系統老舊 汙穢不堪 又不安全
02:15
So it needs refurbishment.
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能源系統勢必要翻新
02:18
By 2050 though, it could become efficient,
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到 2050 年 系統就能較有效率
02:21
connected and distributed
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彼此互通 妥善運用
02:24
with elegantly frugal
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也能節約能源
02:26
autos, factories and buildings
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交通工具 工廠與建築物
02:28
all relying on a modern, secure
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都仰賴兼具現代化 安全
02:31
and resilient electricity system.
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與使用彈性的電力系統
02:33
We can eliminate our addiction to oil and coal by 2050
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到 2050 年 我們就能減少對石油與煤炭的依賴
02:39
and use one-third less natural gas
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並將天然氣的使用量降低三分之一
02:42
while switching to efficient use
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此時 我們能更有效運用資源
02:45
and renewable supply.
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與再生能源
02:47
This could cost, by 2050,
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到了 2050 年
02:51
five trillion dollars less in net present value,
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淨現值能減少五兆美元
02:54
that is expressed as a lump sum today,
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這裡是指總值
02:57
than business as usual --
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是相對於目前的營運成本而言
02:58
assuming that carbon emissions
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但我們必須先假設 碳排放
03:00
and all other hidden or external costs are worth zero --
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及其他隱性或外部成本為零
03:03
a conservatively low estimate.
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但這只是保守估計
03:07
Yet this cheaper energy system
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如果能源系統變得更便宜
03:09
could support 158 percent bigger U.S. economy
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就能使美國經濟擴大 158%
03:13
all without needing oil or coal,
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完全不使用石油 煤炭
03:15
or for that matter nuclear energy.
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或核能
03:17
Moreover, this transition needs no new inventions
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不僅於此 這個轉變不需要新發明
03:20
and no acts of Congress
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不需要新法令
03:24
and no new federal taxes, mandate subsidies or laws
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不需要新稅目 不需要補助金 也不需要新法條
03:28
and running Washington gridlock.
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美國政府也不會因此陷入困境
03:31
Let me say that again.
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容我重申
03:32
I'm going to tell you how to get the United States
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我想讓你們知道 要怎樣讓美國
03:35
completely off oil and coal, five trillion dollars cheaper
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完全擺脫石油與煤炭 並減少五兆美元的開銷
03:38
with no act of Congress
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完全不需要
03:40
led by business for profit.
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受營利組織操控的國會 制訂新法
03:42
In other words, we're going to use our most effective institutions --
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換句話說 我們要運用最具效率的組織 民營企業
03:46
private enterprise co-evolving with civil society
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與公民社會 共同努力
03:49
and sped by military innovation
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並透過軍事革新 加速發展
03:52
to go around our least effective institutions.
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這樣才能跳過最不具效率的機構
03:55
And whether you care most
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也許你們最關心的
03:57
about profits and jobs and competitive advantage
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是利益 工作 競爭優勢
04:01
or national security, or environmental stewardship
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國家安全 環境管理
04:03
and climate protection and public health,
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氣候保護 或是公共衛生
04:05
reinventing fire makes sense and makes money.
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重新研發取得能源的方式 合理也有賺頭
04:09
General Eisenhower reputedly said
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據說 艾森豪將軍說過
04:13
that enlarging the boundaries of a tough problem
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將一個棘手問題的範圍擴大
04:15
makes it soluble by encompassing more options and more synergies.
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就能涵蓋更多解決方案與協助效應 就能解決問題
04:20
So in reinventing fire,
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所以 為了要重新研發取得能源的方式
04:22
we integrated all four sectors that use energy --
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我們結合了耗能的四個部分
04:25
transportation, buildings, industry and electricity --
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也就是 交通運輸 建築用電 工業與發電
04:29
and we integrated four kinds of innovation,
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也結合了四方面的革新
04:31
not just technology and policy,
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不單只靠新科技和政策
04:34
but also design and business strategy.
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還包括設計與商業策略
04:37
Those combinations yield
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合併後 產生的效益
04:39
very much more than the sum of the parts,
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遠比各項的總和還大
04:41
especially in creating deeply disruptive business opportunities.
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特別是合併後 創造了顛覆性商業的機會
04:46
Oil costs our economy two billion dollars a day,
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我們每天都得花 20 億買石油
04:50
plus another four billion dollars a day
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每天還得多付 40 億美元
04:53
in hidden economic and military costs,
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投注在隱性的經濟與軍事成本
04:55
raising its total cost to over a sixth of GDP.
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總額竟然超過國內生產總值的六分之一
04:59
Our mobility fuel goes three-fifths to automobiles.
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既然五分之三的機動燃料都用在交通工具上
05:02
So let's start by making autos oil free.
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那我們就從這個問題著手吧
05:04
Two-thirds of the energy it takes to move a typical car
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要驅動一般車種 得耗費三分之二的能量
05:08
is caused by its weight.
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而車子的重量 就是如此耗能的原因
05:10
And every unit of energy you save at the wheels,
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無論是減輕車子的重量 或是減少煞車時的消耗
05:13
by taking out weight or drag,
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如果能在開車時節省一單位的能量
05:15
saves seven units in the tank,
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油箱就能減少七單位的耗損
05:17
because you don't have to waste six units
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因為你不需要多耗費六單位的能量
05:18
getting the energy to the wheels.
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把能量傳輸到車輪
05:20
Unfortunately, over the past quarter century,
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但很不幸的是 在過去 25 年
05:24
epidemic obesity has made our two-ton steel cars
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嚴重的肥胖問題 讓原本兩噸重的車子變得更重
05:27
gain weight twice as fast as we have.
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而且增加的速度將近兩倍
05:31
But today, ultralight, ultrastrong materials,
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但現今 我們擁有超輕 超堅固材料
05:34
like carbon fiber composites,
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像是碳纖維複合材料
05:37
can make dramatic weight savings snowball
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能大幅減輕車子的重量
05:39
and can make cars simpler and cheaper to build.
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也能讓生產汽車 變得更簡單 更便宜
05:43
Lighter and more slippery autos
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汽車質量越輕 運轉越順暢
05:45
need less force to move them,
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驅動汽車所需的能量就越低
05:48
so their engines get smaller.
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引擎就能越小
05:50
Indeed, that sort of vehicle fitness
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事實上 車輛的這種適性
05:53
then makes electric propulsion affordable
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能讓電力驅動變得經濟實惠
05:56
because the batteries or fuel cells
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因為電力電池或是燃料電池
05:59
also get smaller and lighter and cheaper.
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也能變得更小 更輕 更便宜
06:03
So sticker prices will ultimately fall to about the same as today,
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最後 電池的價格就能與目前價格相仿
06:07
while the driving cost, even from the start,
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而駕駛成本 就算是從一開始算起
06:10
is very much lower.
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也降低非常多了
06:12
So these innovations together can transform automakers
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結合這些革新 就能讓汽車製造商
06:16
from wringing tiny savings
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不需再想方設法
06:18
out of Victorian engine and seal-stamping technologies
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節省蒸氣引擎與軸封技術的成本 卻成效不彰
06:22
to the steeply falling costs
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而能省下一大筆開銷
06:24
of three linked innovations that strongly reenforce each other --
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只要結合這三項彼此相互補強的革新 就能做到
06:30
namely ultralight materials, making them into structures
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當中包含 超輕材料 製造技術
06:33
and electric propulsion.
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以及電力驅動系統
06:36
The sales can grow and the prices fall even faster
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配合短期優惠方案
06:40
with temporary feebates,
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就能增加銷量 價錢也能壓低得更快
06:42
that is rebates for efficient new autos
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這對高效能的新車種而言 就像是種回扣
06:44
paid for by fees on inefficient ones.
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金額與低效能車種的花費相當
06:48
And just in the first two years
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在剛開始的前兩年
06:50
the biggest of Europe's five feebate programs
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歐洲實行的五項優惠方案中 最大的一項
06:54
has tripled the speed of improving automotive efficiency.
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將汽車的效能提升速度 提高了三倍
06:58
The resulting shift to electric autos
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換成電動車
07:01
is going to be as game-changing
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我們就必須改變遊戲規則
07:03
as shifting from typewriters to the gains in computers.
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就像從打字機轉換到電腦一樣
07:07
Of course, computers and electronics
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當然 電腦與電子產品
07:09
are now America's biggest industry,
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是現今美國規模最大的工業
07:11
while typewriter makers have vanished.
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但打字機製造商卻消失無蹤
07:14
So vehicle fitness
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車輛適性
07:15
opens a new automotive competitive strategy
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產生了一種新的汽車競爭策略
07:19
that can double the oil savings over the next 40 years,
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在未來 40 年 汽車的省油率能提升兩倍
07:22
but then also make electrification affordable,
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電動車也變得平價
07:25
and that displaces the rest of the oil.
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如此 電動車就能取代汽油車
07:29
America could lead this next automotive revolution.
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美國有能力主導這一波汽車革新
07:33
Currently the leader is Germany.
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但目前 主導權在德國手上
07:35
Last year, Volkswagen announced
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去年 福斯汽車宣布
07:38
that by next year they'll be producing
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從今年開始 他們會著手生產
07:40
this carbon fiber plugin hybrid
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碳纖維插件混合車
07:43
getting 230 miles a gallon.
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一加侖的汽油 就能跑 230 英哩
07:45
Also last year, BMW announced
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同樣在去年 BMW 公布了
07:48
this carbon fiber electric car,
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這款碳纖維電動車
07:50
they said that its carbon fiber is paid for
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公司指出 運用了碳纖維技術
07:52
by needing fewer batteries.
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就能減少汽車的電池數目
07:54
And they said, "We do not intend to be a typewriter maker."
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他們也表示 "我們不願成為打字機製造商"
07:57
Audi claimed it's going to beat them both by a year.
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奧迪公司宣稱 他們要在一年內打敗福斯與 BMW
08:00
Seven years ago, an even faster and cheaper
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七年前 許多美國廠商運用了
08:03
American manufacturing technology
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更快速 更便宜的生產科技
08:06
was used to make this little carbon fiber test part,
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以製造出碳纖維測試零件
08:13
which doubles as a carbon cap.
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這玩意兒還能當帽子
08:16
(Laughter)
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(笑聲)
08:17
In one minute -- and you can tell from the sound
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只要一分鐘 你們就能聽出
08:20
how immensely stiff and strong it is.
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它有多麼堅硬 多麼牢固
08:23
Don't worry about dropping it, it's tougher than titanium.
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掉到地上也沒關係 它比鈦金屬還硬
08:27
Tom Friedman actually whacked it as hard as he could with a sledgehammer
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事實上 湯姆弗里德曼曾拿鐵鎚死命地敲
08:29
without even scuffing it.
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結果卻連一點刮痕也沒有
08:30
But such manufacturing techniques
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這樣的生產技術
08:32
can scale to automotive speed and cost
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如果能結合流體設計
08:36
with aerospace performance.
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就能影響汽車的速度與成本
08:37
They can save four-fifths of the capital needed to make autos.
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除了能將生產汽車的資本降低五分之四
08:41
They can save lives
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它也能保障生命安全
08:42
because this stuff can absorb
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因為它能吸收的撞擊力
08:43
up to 12 times as much crash energy per pound as steel.
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是每磅鋼鐵所能吸收的 12 倍
08:46
If we made all of our autos this way,
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如果能全面採行這個技術
08:48
it would save oil equivalent to finding
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就能省下 一個半的沙烏地阿拉伯
08:51
one and a half Saudi Arabias, or half an OPEC,
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或半個石油輸出國家組織所蘊含的油
08:54
by drilling in the Detroit formation, a very prospective play.
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若從底特律著手 就有可能成功
08:58
And all those mega-barrels under Detroit
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底特律所蘊含 數百萬桶的石油
09:01
cost an average of 18 bucks a barrel.
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平均每桶都要價 18 美元
09:04
They are all-American, carbon-free
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全為美國所產 也沒有碳排放的問題
09:05
and inexhaustible.
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取之不盡 用之不竭
09:08
The same physics and the same business logic
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同樣的道理 同樣的商業邏輯
09:10
also apply to big vehicles.
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也適用於大型交通工具
09:12
In the five years ending with 2010,
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2005 年到 2010 年
09:15
Walmart saved 60 percent of the fuel per ton-mile
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沃爾瑪的重型卡車隊 每英哩的石油用量
09:19
in its giant fleet of heavy trucks
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減少了 60%
09:21
through better logistics and design.
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這歸功於更好的設計與後勤機制
09:22
But just the technological savings in heavy trucks
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單就重型卡車 憑藉科技所省下來的部分
09:25
can get to two-thirds.
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就有三分之二這麼多
09:27
And combined with triple to quintuple efficiency airplanes,
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就像是螢幕上所呈現的
09:30
now on the drawing board,
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若結合運輸效率為三到五倍的飛機
09:32
can save close to a trillion dollars.
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就能省下將近一兆
09:34
Also today's military revolution in energy efficiency
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而今 能源效率的軍事革新
09:39
is going to speed up all of these civilian advances
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也能加速民生科技的發展
09:42
in much the same way that military R&D
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就像是軍事研發
09:44
has given us the Internet, the Global Positioning System
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同樣賜予我們網際網路 全球定位系統
09:47
and the jet engine and microchip industries.
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還有噴射引擎 與微晶片工業
09:50
As we design and build vehicles better,
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當我們設計 生產更好的交通工具時
09:54
we can also use them smarter
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我們也能更明智地使用它們
09:56
by harnessing four powerful techniques
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運用四種強而有力的科技
09:58
for eliminating needless driving.
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以減少駕駛時 無謂的耗損
10:00
Instead of just seeing the travel grow,
210
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知道出遊里程數成長還不夠
10:03
we can use innovative pricing,
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我們可以運用創新的定價方式
10:06
charging for road infrastructure by the mile, not by the gallon.
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以里程數計算道路使用費 而不以耗油量計
10:10
We can use some smart IT to enhance transit
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我們可以運用智慧資訊科技 提升運輸能力
10:13
and enable car sharing and ride sharing.
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增進車輛共用及共乘率
10:16
We can allow smart and lucrative growth models
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我們能運用智慧又有經濟效益的成長模組
10:21
that help people already be near where they want to be,
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幫助已經接近目標的人們
10:25
so they don't need to go somewhere else.
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走對方向
10:26
And we can use smart IT
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我們也能運用智慧資訊科技
10:28
to make traffic free-flowing.
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保持交通順暢
10:31
Together, those things can give us the same or better access
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結合智慧資訊科技 我們就能更接近目標
10:34
with 46 to 84 percent less driving,
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減少 46% 至 84 %的駕駛消耗
10:38
saving another 0.4 trillion dollars,
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再省下一筆 4千億美元的開銷
10:41
plus 0.3 trillion dollars from using trucks more productively.
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若能更有效使用卡車 就能再省 3千億
10:46
So 40 years hence, when you add it all up,
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將金額總和起來 40 年後
10:49
a far more mobile U.S. economy
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美國汽車經濟
10:52
can use no oil.
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就能完全擺脫石油
10:54
Saving or displacing barrels for 25 bucks
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就能省下每桶 25 美元的石油
10:57
rather than buying them for over a hundred,
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更不需要花一百多元去買
10:59
adds up to a $4 trillion net saving
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忽略隱性成本的話
11:02
counting all the hidden costs at zero.
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淨節省總值高達四兆美元
11:05
So to get mobility without oil,
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為了要讓汽車工業脫離石油
11:08
to phase out the oil,
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擺脫石油的束縛
11:10
we can get efficient and then switch fuels.
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我們得先增加效率 再設法改變燃料
11:14
Those 125 to 240 mile-per-gallon-equivalent autos
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每加侖汽油能跑 125 至 240 英哩的汽車
11:18
can use any mixture of hydrogen fuel cells,
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可以混合使用氫燃料電池
11:22
electricity and advanced biofuels.
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電力電池 與先進的生質燃料
11:25
The trucks and planes can realistically use
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事實上 卡車與飛機
11:29
hydrogen or advanced biofuels.
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也能使用氫氣或生質燃料
11:32
The trucks could even use natural gas.
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卡車甚至能使用天然氣
11:34
But no vehicles will need oil.
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所有的交通工具 都能擺脫石油
11:36
And the most biofuel we might need,
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所需的生質燃料
11:39
just three million barrels a day,
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每天也不過 300 萬桶
11:41
can be made two-thirds from waste
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其中的三分之二的可由廢棄物回收製造
11:42
without displacing any cropland
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完全不需要占用農地
11:44
and without harming soil or climate.
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也不會傷害土壤與氣候
11:47
Our team speeds up these kinds of oil savings
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我們的團隊正在加速發展這種省油模式
11:49
by what we call "institutional acupuncture."
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我們稱之為 "體制針灸"
11:52
We figure out where the business logic
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我們是因為 商業邏輯過多
11:53
is congested and not flowing properly,
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沒辦法順利流動的概念 才想到的
11:56
we stick little needles in it to get it flowing,
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我們插入細針幫助它導通
11:58
working with partners like Ford and Walmart and the Pentagon.
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與福特汽車、沃爾瑪、國防部等單位合作
12:00
And the long transition is already well under way.
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漫長的轉換過程正在進行
12:04
In fact, three years ago mainstream analysts were starting to see peak oil,
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事實上 主流分析師在三年前 就注意到石油峰值
12:08
not in supply, but in demand.
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需求面的石油峰值
12:11
And Deutsche Bank even said world oil use could peak around 2016.
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德意志銀行甚至表示 石油用量會在 2016 年達到高峰
12:16
In other words, oil is getting uncompetitive even at low prices
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換言之 即使石油還沒貴到買不起
12:21
before it becomes unavailable even at high prices.
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也已經失去競爭力了
12:25
But the electrified vehicles
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但電動交通工具
12:28
don't need to burden the electricity grid.
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不會對電網造成負擔
12:30
Rather, when smart autos exchange electricity and information
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當智慧汽車 透過設有智能電網的建築物
12:34
through smart buildings with smart grids,
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得到電力 交換資訊時
12:36
they're adding to the grid valuable flexibility and storage
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汽車其實增加了電網 珍貴的彈性與儲存能力
12:40
that help the grid integrate
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如此便能幫助電網
12:42
varying solar and wind power.
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整合不斷變化的太陽能及風能
12:44
So the electrified autos
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所以 電動車
12:46
make the auto and electricity problems
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讓汽車與電力的問題
12:49
easier to solve together than separately.
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在合併後更易於處理
12:51
And they also converge the oil story
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電動交通工具也整合了
12:53
with our second big story,
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石油與電力的使用模式
12:55
saving electricity and then making it differently.
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不但節電 還能改變使用模式
12:59
And those twin revolutions in electricity
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再生能源與電動車
13:02
will bring to that sector
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把問題帶到用電模式
13:05
more numerous and profound and diverse disruptions
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用電量很大 涉及層面很深 又相當繁複
13:08
than any other sector,
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是其他部分無法相比的
13:09
because we've got 21st century technology and speed colliding head-on
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我們擁有最先進的科技與發展速度
13:13
with 20th and 19th century institutions, rules and cultures.
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卻因此與前二世紀的制度 規章 及文化產生衝擊
13:18
Changing how we make electricity gets easier
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取得電力方式的改變 會越來越簡單
13:21
if we need less of it.
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降低需求量就好
13:24
Most of it now is wasted
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大部分的電力都被浪費掉
13:25
and the technologies for saving it
280
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而節約電力的科技進展迅速
13:27
keep improving faster than we're installing them.
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甚至超過我們運用它們的速度
13:30
So the unbought efficiency resource
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所以 還買不到的效率資源
13:33
keeps getting ever bigger and cheaper.
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2900
就越來越龐大 越來越便宜
13:36
But as efficiency in buildings and industry
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3062
但隨著建築物與工業越來越有效率
13:39
starts to grow faster than the economy,
285
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1972
甚至超過經濟發展的速度
13:41
America's electricity use could actually shrink,
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4423
美國的電力消耗反而能降低
13:45
even with the little extra use required
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儘管會有小部分的額外消耗
13:49
for those efficient electrified autos.
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必須用在電動車充電上
13:51
And we can do this just by reasonably accelerating existing trends.
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我們只需要適時地推動現有趨勢就可以了
13:56
Over the next 40 years, buildings,
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40 年後
13:58
which use three-quarters of the electricity,
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占用了四分之三電力的建築物
14:00
can triple or quadruple their energy productivity,
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就能將能源生產力提升三倍到四倍
14:04
saving 1.4 trillion dollars, net present value,
293
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3925
省下一兆四千億美元的淨現值
14:08
with a 33 percent internal rate of return
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還會有 33% 的內部回收率
14:11
or in English,
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換句話說
14:13
the savings are worth four times what they cost.
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3196
事實上 省下來部分相當於成本的四倍
14:16
And industry can accelerate too,
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2238
工業也能加速發展
14:19
doubling its energy productivity
298
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將能源生產力提升兩倍
14:20
with a 21 percent internal rate of return.
299
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2948
內部回收率也能達到 21%
14:23
The key is a disruptive innovation
300
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2039
關鍵就在於 破壞式創新
14:25
that we call integrative design
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2823
我們稱之為 整合設計
14:28
that often makes very big energy savings
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2928
整合設計通常能省下可觀的能源
14:31
cost less than small or no savings.
303
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2477
成本很低 甚至為零
14:33
That is, it can give you expanding returns,
304
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2628
整合設計能產生更多回饋
14:36
not diminishing returns.
305
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1854
而非減少
14:38
That is how our 2010 retrofit
306
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3746
這就是我們在 2010 年
14:42
is saving over two-fifths of the energy in the Empire State Building --
307
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3203
改造帝國大廈 省下超過五分之二能源的方法
14:45
remanufacturing those six and a half thousand windows on site
308
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4154
大樓的 6500 扇窗戶 被我們重製成超級窗戶
14:49
into super windows that pass light, but reflect heat.
309
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4312
光能穿透玻璃 但熱能卻不行
14:53
plus better lights and office equipment and such
310
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3185
配合更好的照明與辦公室設備
14:57
cut the maximum cooling load by a third.
311
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3615
冷卻系統的最大負荷量 減少了三分之一
15:00
And then renovating smaller chillers instead of adding bigger ones
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5067
我們修復小型冷卻機 而不添購大型冷卻機
15:05
saved 17 million dollars of
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1523
這省下了 1700 萬的資本成本
15:07
capital cost, which helped pay for the other improvements
314
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3377
而這筆錢就能拿來改善其他地方
15:10
and reduce the payback to just three years.
315
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4044
並將投資回收期 縮短至僅僅三年
15:14
Integrative design can also increase
316
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2223
整合設計也能幫助工業
15:16
energy savings in industry.
317
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2208
節約用電
15:19
Dow's billion-dollar efficiency investment
318
919135
1992
道瓊指數的十億效率投資
15:21
has already returned nine billion dollars.
319
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3300
目前已經回本九億了
15:24
But industry as a whole has another half-trillion dollars
320
924427
2946
但整個工業還得省下
15:27
of energy still to save.
321
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2195
5000 億的能源
15:29
For example, three-fifths of the world's electricity runs motors.
322
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4559
例如 全球五分之三的電力用在馬達上
15:34
Half of that runs pumps and fans.
323
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2069
其中 一半用於幫浦與風扇
15:36
And those can all be made more efficient,
324
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2874
但它們都能變得更有效率
15:39
and the motors that turn them
325
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1715
而轉動它們的馬達
15:40
can have their system efficiency roughly doubled
326
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3650
大約能將系統效率提高兩倍
15:44
by integrating 35 improvements, paying back in about a year.
327
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3915
只要能整合 35 項改善項目 一年就能回本
15:48
But first we ought to be capturing bigger, cheaper savings
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3228
但首先 我們必須省下更大宗 更便宜的項目
15:51
that are normally ignored and are not in the textbooks.
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2649
這項常常會被忽略 教科書也沒提
15:54
For example, pumps, the biggest use of motors,
330
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3154
例如 幫浦是馬達使用的最大宗
15:57
move liquid through pipes.
331
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1817
它能移動水體通過管線
15:59
But a standard industrial pumping loop
332
959198
1800
但標準的工業抽水循環
16:00
was redesigned to use at least 86 percent less energy,
333
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4377
經過改良 能節省至少 86% 的能源
16:05
not by getting better pumps,
334
965375
1939
不需要添購新幫浦
16:07
but just by replacing long, thin, crooked pipes
335
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3382
只要把細長 彎曲的管線
16:10
with fat, short, straight pipes.
336
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2616
換成粗短的直線管線就可以了
16:13
This is not about new technology,
337
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3215
這與新科技無關
16:16
it's just rearranging our metal furniture.
338
976527
1977
只是重新安排金屬設備
16:18
Of course, it also shrinks the pumping equipment
339
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2354
當然 幫浦會變小
16:20
and its capital costs.
340
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1715
資本成本亦然
16:22
So what do such savings mean
341
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2620
這樣的節約
16:25
for the electricity that is three-fifths used in motors?
342
985193
3682
對供給馬達五分之三能源的電力而言 代表什麼
16:28
Well, from the coal burned at the power plant
343
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3100
從發電廠 燃燒煤炭開始
16:31
through all these compounding losses,
344
991975
3121
到化合物耗損為止
16:35
only a tenth of the fuel energy
345
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2823
僅有十分之一的能源
16:37
actually ends up coming out the pipe as flow.
346
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3000
最後能透過管線傳輸到外界
16:40
But now let's turn those compounding losses around backwards,
347
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3674
我們現在把化合物耗損的狀況倒轉
16:44
and every unit of flow or friction that we save in the pipe
348
1004593
5631
在管線之中 省下來的每單位能量
16:50
saves 10 units of fuel cost, pollution
349
1010224
4144
就能省下十單位的燃料成本與汙染
16:54
and what Hunter Lovins calls "global weirding"
350
1014368
2607
以及杭特所謂的 "全球氣候異常"
16:56
back at the power plant.
351
1016991
1402
能量最後回歸發電廠
16:58
And of course, as you go back upstream,
352
1018393
1692
當然 如果追回上游工業
17:00
the components get smaller and therefore cheaper.
353
1020085
3300
組成的部件會比較小 也會比較便宜
17:03
Our team has lately found such snowballing energy savings
354
1023385
4580
我們的團隊最近發現一種成效能倍增的節能方式
17:07
in more than 30 billion dollars worth of industrial redesigns --
355
1027965
3233
能套用在價值超過 300 億的工業重設中
17:11
everything from data centers and chip fabs
356
1031198
2729
資料中心 晶片工廠
17:13
to mines and refineries.
357
1033927
2192
礦場 煉油廠都適用
17:16
Typically our retrofit designs
358
1036119
1441
我們的改造設計
17:17
save about 30 to 60 percent of the energy
359
1037560
2954
一般能省下 30% 至 60% 的能源
17:20
and pay back in a few years,
360
1040514
1946
幾年內就能回本
17:22
while the new facility designs save 40 to 90-odd percent
361
1042460
4154
設計新設備 能節省四成至九成多的能源
17:26
with generally lower capital cost.
362
1046629
2431
通常也能降低資本成本
17:29
Now needing less electricity
363
1049060
3064
對電力的需求降低
17:32
would ease and speed
364
1052124
2315
就能緩和及加速
17:34
the shift to new sources of electricity, chiefly renewables.
365
1054439
3162
新能源的轉換 簡言之 就是再生能源
17:37
China leads their explosive growth and their plummeting cost.
366
1057601
4484
中國大陸在這方面成長卓越 成本也急遽降低
17:42
In fact, these solar power module costs
367
1062085
3421
事實上 這些太陽能發電板的成本
17:45
have just fallen off the bottom of the chart.
368
1065506
2379
已經低到超乎想像了
17:47
And Germany now has more solar workers
369
1067885
3070
德國目前從事太陽能相關工作的人
17:50
than America has steel workers.
370
1070955
2638
比美國的鋼鐵業人員還多
17:53
Already in about 20 states
371
1073593
1846
大致上 在 20 州內
17:55
private installers will come
372
1075439
2354
已有許多私人廠商
17:57
put those cheap solar cells on your roof with no money down
373
1077793
3485
會將便宜的太陽能板安裝在你家屋頂 且卸除不須付費
18:01
and beat your utility bill.
374
1081278
1869
你的水電費會低得驚人
18:03
Such unregulated products
375
1083147
2192
這種民營的產品
18:05
could ultimately add up to a virtual utility
376
1085339
2854
最終能聚集成一種虛擬公共事業
18:08
that bypasses your electric company
377
1088193
2954
能跳過電力公司
18:11
just as your cellphone bypassed your wireline phone company.
378
1091147
3831
就像手機 能繞過家裡的有線電話公司
18:14
And this sort of thing gives utility executives the heebee-jeebees
379
1094978
3418
它會讓公共事業的行政人員焦躁無比
18:18
and it gives venture capitalists sweet dreams.
380
1098396
2223
也讓愛冒險的資本家懷抱美夢
18:20
Renewables are no longer a fringe activity.
381
1100619
3093
再生能源不再是沒人要的資源
18:23
For each of the past four years
382
1103712
2477
過去四年間的每一年
18:26
half of the world's new generating capacity
383
1106189
2838
全世界的新發電量
18:29
has been renewable,
384
1109027
1597
泰半為再生能源
18:30
mainly lately in developing countries.
385
1110624
1692
而近年大多都分布於發展中國家
18:32
In 2010, renewables other than big hydro,
386
1112316
4292
2010 年 排除水力 風力 及太陽能
18:36
particularly wind and solar cells,
387
1116608
2331
其餘的再生能源
18:38
got 151 billion dollars of private investment,
388
1118939
4992
接受了高達 1510 億的私人投資
18:43
and they actually surpassed the total installed capacity
389
1123931
2585
事實上 這已經超過了
18:46
of nuclear power in the world
390
1126516
1685
全球核電廠裝設量的總額
18:48
by adding 60 billion watts in that one year.
391
1128201
3459
再生能源一年就能增加 600 億瓦特的電力
18:51
That happens to be the same amount of solar cell capacity
392
1131660
3700
太陽能電板裝設量也是如此
18:55
that the world can now make every year --
393
1135360
2815
全世界每年能增加的比例
18:58
a number that goes up 60 or 70 percent a year.
394
1138175
3347
高達 60% 至 70%
19:01
In contrast, the net additions of nuclear capacity and coal capacity
395
1141522
5533
反之 核電廠 燃煤電廠
19:07
and the orders behind those keep fading
396
1147055
3569
及其他項目的淨增量 都不斷減少
19:10
because they cost too much and they have too much financial risk.
397
1150624
2536
因為一般電廠成本太高 容易引發財政危機
19:13
In fact in this country,
398
1153160
1400
事實上 在美國
19:14
no new nuclear power plant
399
1154560
2115
已經沒有核電廠
19:16
has been able to raise any private construction capital,
400
1156675
2518
能得到私人的建設資助
19:19
despite seven years of 100-plus percent subsidies.
401
1159193
4415
儘管七年間 政府每年都增加一倍的補助款
19:23
So how else could we replace the coal-fired power plants?
402
1163608
4004
所以 為了取代燃煤電廠 我們還能做什麼呢
19:27
Well efficiency and gas can displace them all
403
1167612
3769
高效率發電方式及天然氣 能完全取代燃煤電廠
19:31
at just below their operating cost
404
1171381
2684
費用還比燃煤電廠的營運成本低
19:34
and, combined with renewables, can displace them more than 23 times
405
1174065
3754
若結合再生能源 不但能取代它們 還能取代 23 次
19:37
at less than their replacement cost.
406
1177819
2074
費用甚至比重置成本更低
19:39
But we only need to replace them once.
407
1179893
2008
但只需要取代一次就夠了
19:41
We're often told though
408
1181901
2688
可是我們卻常聽到
19:44
that only coal and nuclear plants can keep the lights on,
409
1184589
2381
只有燃煤與核能 才能穩定供電
19:46
because they're 24/7,
410
1186970
1285
因為它們可以持續發電 毫不停歇
19:48
whereas wind and solar power are variable,
411
1188255
2823
風力與太陽能相對不穩定
19:51
and hence supposedly unreliable.
412
1191078
3015
因此有人認為 風力與太陽能很不可靠
19:54
Actually no generator is 24/7. They all break.
413
1194093
3385
事實上 沒有發電機能不休息
19:57
And when a big plant goes down,
414
1197478
2115
若發電廠停止運轉
19:59
you lose a thousand megawatts in milliseconds,
415
1199593
2792
每毫秒就會損失千兆瓦的電力
20:02
often for weeks or months, often without warning.
416
1202385
3493
停止運轉通常都會維持幾週至幾個月 甚至沒有事先告知
20:05
That is exactly why we've designed the grid
417
1205878
1997
這就是為什麼我們要設計出電網
20:07
to back up failed plants with working plants.
418
1207875
4270
以與現役的電廠合作 補足歇業電廠的缺額
20:12
And in exactly the same way,
419
1212145
1730
同理
20:13
the grid can handle wind and solar power's
420
1213875
5031
電網能夠克服風力及太陽能
20:18
forecastable variations.
421
1218906
2549
可預測的變化
20:21
Hourly simulations
422
1221455
3307
長達一小時的模擬測試
20:24
show that largely or wholly renewable grids
423
1224762
3767
顯示出大部分或全部的再生能源電網
20:28
can deliver highly reliable power
424
1228529
1777
能夠傳輸非常穩定的電力
20:30
when they're forecasted,
425
1230306
1629
只要風力及太陽能
20:31
integrated and diversified
426
1231935
2054
能夠依據種類及位置預測
20:33
by both type and location.
427
1233989
2053
透過整合及多元化處理 就能辦到
20:36
And that's true both for continental areas like the U.S. or Europe
428
1236042
4223
這在大陸地區 像是美國及歐洲 的確可行
20:40
and for smaller areas embedded within a larger grid.
429
1240265
4485
而幅員較小的地區 只要能安裝大型電網就行
20:44
That is how, for example,
430
1244750
1639
舉例來說 這是 2010 年
20:46
four German states in 2010
431
1246389
2384
德國四省的做法
20:48
were 43 to 52 percent wind powered.
432
1248773
2597
風力發電占了總電量的 43% 到 52%
20:51
Portugal was 45 percent renewable powered,
433
1251385
3642
而葡萄牙的再生能源占了 45%
20:55
Denmark 36.
434
1255027
2325
丹麥則為 36%
20:57
And it's how all of Europe can shift
435
1257352
3285
這就是全歐洲國家
21:00
to renewable electricity.
436
1260637
1285
能夠轉換到再生能源的方法
21:01
In America, our aging, dirty and insecure power system
437
1261922
4725
而我們美國 老舊 骯髒 又不安全的電力系統
21:06
has to be replaced anyway by 2050.
438
1266647
2884
在 2050 年以前 無論如何都必須更新
21:09
And whatever we replace it with
439
1269531
1627
不管我們用什麼取代現有的設備
21:11
is going to cost about the same,
440
1271158
1438
成本幾乎與現在的電廠差不多
21:12
about six trillion dollars at present value --
441
1272596
2710
現值約六兆美元
21:15
whether we buy more of what we've got
442
1275306
2208
不管我們會不會購買更多現有資源
21:17
or new nuclear and so-called clean coal,
443
1277514
2113
蓋新的核電廠 運用所謂的淨煤
21:19
or renewables that are more or less centralized.
444
1279627
3631
或者 或多或少已集中管理的再生能源
21:23
But those four futures at the same cost
445
1283258
3269
剛才提到的四項 成本都很接近
21:26
differ profoundly in their risks,
446
1286527
2069
但各項所承受的風險
21:28
around national security,
447
1288596
2531
對國家安全
21:31
fuel, water, finance, technology,
448
1291127
3538
燃料 水資源 財政 科技
21:34
climate and health.
449
1294665
1531
氣候及健康而言 卻有著天壤之別
21:36
For example, our over-centralized grid
450
1296196
2835
例如 過度集中管理的電網
21:39
is very vulnerable to cascading
451
1299031
3931
只要連結一斷
21:42
and potentially economy-shattering blackouts
452
1302962
2727
或是遇上足以粉碎整個經濟體的大停電 就會完全停擺
21:45
caused by bad space weather or other natural disasters
453
1305689
3438
惡劣天氣 其他自然災害 甚至是恐怖攻擊
21:49
or a terrorist attack.
454
1309127
1946
都有可能造成停電
21:51
But that blackout risk disappears,
455
1311073
2731
但停電危機可以解除
21:53
and all of the other risks are best managed,
456
1313804
1977
其他危機也能夠盡可能妥善控管
21:55
with distributed renewables
457
1315796
2254
只要妥善運用再生能源
21:58
organized into local micro-grids that normally interconnect,
458
1318050
4277
將其編入相互連結的地區性微電網
22:02
but can stand alone at need.
459
1322327
1808
但必要時 也能獨立運作
22:04
That is, they can disconnect fractally
460
1324135
2038
也就是說 內聯機制能夠各自切斷
22:06
and then reconnect seamlessly.
461
1326173
2854
也能重新連結
22:09
That approach is exactly what the Pentagon is adopting
462
1329027
3277
國防部目前就是採用這個方法
22:12
for its own power supply.
463
1332304
1315
控管五角大廈的電力供應
22:13
They think they need that; how about the rest of us that they're defending?
464
1333619
3266
他們認為有此必要 那受保護的我們呢
22:16
We want our stuff to work too.
465
1336885
1685
希望我們的供電系統也能如此
22:18
At about the same cost as business as usual,
466
1338585
3570
如同前面那些選項 此機制的營運成本也幾乎相同
22:22
this would maximize national security,
467
1342155
2005
這麼做 能讓國家安全成效最佳
22:24
customer choice, entrepreneurial opportunity
468
1344160
4002
讓消費者擁有最大的選擇權 提供企業最大的機會
22:28
and innovation.
469
1348162
1623
也能讓革新達到最高峰
22:29
Together, efficient use and diverse dispersed renewable supply
470
1349785
5675
總括來說 有效使用再生能源 增加各項資源的供應方式
22:35
are starting to transform the whole electricity sector.
471
1355460
2923
正在改變整個電力供應系統
22:38
Traditionally utilities build
472
1358383
1631
傳統公共事業
22:40
a lot of giant coal and nuclear plants
473
1360014
2169
會建造許多燃煤電廠 核電廠
22:42
and a bunch of big gas plants
474
1362183
1946
還有一些天然氣發電廠
22:44
and maybe a little bit of efficiency renewables.
475
1364129
1069
也許 還有極少數是高效率的再生能源電廠
22:45
And those utilities were rewarded,
476
1365198
2529
傳統公共事業仍受到獎勵
22:47
as they still are in 34 states,
477
1367727
2454
34 州內都是如此
22:50
for selling you more electricity.
478
1370181
3466
就因為它們能供應更多電力
22:53
However, especially where regulators
479
1373647
2798
然而 尤其在管理者
22:56
are now instead rewarding cutting your bills,
480
1376445
3553
鼓勵減少支出的地方
22:59
the investments are shifting radically
481
1379998
3783
投資在再生能源電廠的金額反而急遽增加
23:03
toward efficiency, demand response, cogeneration,
482
1383781
2531
投資集中在效能 需量反應 汽電共生
23:06
renewables and ways to knit them all together reliably
483
1386312
3369
再生能源 及其串聯方法
23:09
with less transmission
484
1389681
1423
不僅能減少傳輸耗損
23:11
and little or no bulk electricity storage.
485
1391104
2854
也幾乎不需要大宗電力儲存機制
23:13
So our energy future is not fate, but choice,
486
1393958
2827
我們使用能源的未來 並非命中注定 是可以選擇的
23:16
and that choice is very flexible.
487
1396785
2746
而且選項的彈性也很大
23:19
In 1976, for example,
488
1399531
1600
舉例來說 1976 年
23:21
government and industry insisted
489
1401131
1808
政府與製造業堅持
23:22
that the amount of energy needed to make a dollar of GDP
490
1402955
2584
維持國內生產毛額所需的能源量
23:25
could never go down.
491
1405539
1783
不能減少
23:27
And I heretically suggested it could go down several-fold.
492
1407322
3630
但我認為 就算減少好幾倍也沒關係
23:30
Well that's what's actually happened so far.
493
1410952
2249
事實擺在眼前
23:33
It's fallen by half.
494
1413216
1315
能源量已經減少了一半
23:34
But with today's much better technologies,
495
1414531
2491
若能配合日新月異的科技
23:37
more mature delivery channels and integrative design,
496
1417022
2909
更成熟的傳輸途徑 與整合設計
23:39
we can do far more and even cheaper.
497
1419931
3900
我們就能做得更多 成本就壓得越低
23:43
So to solve the energy problem,
498
1423831
2508
如果要解決能源問題
23:46
we just needed to enlarge it.
499
1426339
1921
就把問題的範圍擴大
23:48
And the results may at first seem incredible,
500
1428260
3200
也許成效一開始令人難以置信
23:51
but as Marshall McLuhan said,
501
1431460
1777
但就像馬歇爾說的
23:53
"Only puny secrets need protection.
502
1433237
2752
"只有微不足道的秘密 需要保護"
23:55
Big discoveries are protected by public incredulity."
503
1435989
6084
"凡是驚人的大發現 都會受到公眾的懷疑"
24:02
Now combine the electricity and oil revolutions,
504
1442073
3482
結合受到現代效能觀念驅動
24:05
both driven by modern efficiency,
505
1445555
1684
而發展的電力與石油革新
24:07
and you get the really big story: reinventing fire,
506
1447239
3542
就能抓到重點 重燃火源
24:10
where business enabled and sped by smart policies in mindful markets
507
1450781
5131
明智的政策 能塑造 加速商業發展
24:15
can lead the United States completely off oil and coal by 2050,
508
1455912
4530
能讓美國在 2050 年以前完全擺脫石油與燃煤
24:20
saving 5 trillion dollars,
509
1460442
2320
省下五兆的開銷
24:22
growing the economy 2.6-fold,
510
1462762
2593
使經濟體成長 2.6 倍
24:25
strengthening out national security,
511
1465355
1643
強化國家安全
24:26
oh, and by the way, by getting rid of the oil and coal,
512
1466998
2985
噢 對了 若能擺脫石油與燃煤
24:29
reducing the fossil carbon emissions by 82 to 86 percent.
513
1469983
4510
就能將化石碳排放量 減少 82% 至 86%
24:34
Now if you like any of those outcomes,
514
1474493
3334
上述的結果 你不需要全都喜歡
24:37
you can support reinventing fire
515
1477827
2192
只要你覺得 其中一項聽起來還不錯
24:40
without needing to like all of them
516
1480019
1862
就能支持重燃火源的行動
24:41
and without needing to agree about which of them is most important.
517
1481881
3423
你也不需要認定 哪個選項最重要
24:45
So focusing on outcomes, not motives,
518
1485304
3077
該注意的是結果 不是動機
24:48
can turn gridlock and conflict
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把困境與衝突
24:50
into a unifying solution to America's energy challenge.
520
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4302
轉化成美國能源危機的共通解答
24:55
This also turns out to be the best way
521
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3057
而這也是因應全球危機的
24:58
to cope with global challenges --
522
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最佳答案
25:00
climate change, nuclear proliferation,
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2579
像是氣候變遷 核擴散
25:03
energy insecurity, energy poverty --
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2431
能源危機 能源短缺
25:05
all of which make us less safe.
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都讓我們更靠向危險邊境
25:09
Now our team at RMI helps smart companies
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3687
我們的 RMI 團隊 正積極幫助明智的公司
25:13
to get unstuck and speed this journey
527
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3069
脫離困境 加速轉換的過程
25:16
via six sectoral initiatives, with some more hatching.
528
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主要藉由六方面的行動計畫 還有一些還在籌畫當中
25:19
Of course there's still a lot of old thinking out there too.
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當然 外界還是有許多傳統觀念
25:22
Former oil man Maurice Strong said,
530
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3177
前石油大亨 莫里斯斯特朗 說過
25:25
"Not all the fossils are in the fuel."
531
1525404
1946
"不是所有化石都在石油裡"
25:27
But as Edgar Woolard, who used to chair Dupont, reminds us,
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4305
但杜邦公司前總裁 埃德加伍拉德 也說過
25:31
"Companies hampered by old thinking won't be a problem
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4146
"被舊觀念阻礙的公司 不會是問題"
25:35
because," he said," they simply won't be around long-term."
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5580
"因為它們根本就不會長久"
25:41
I've described not just a once-in-a-civilization
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2864
這並不是 一個文明只會有一次的
25:44
business opportunity,
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1607
商業契機
25:45
but one of the most profound transitions
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2423
而是人類史上
25:48
in the history of our species.
538
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2516
最重大的轉變之一
25:50
We humans are inventing a new fire,
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3423
我們正著手研發新的火
25:54
not dug from below,
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1744
我們不往地底下挖
25:55
but flowing from above;
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2907
而是從地表之上取得
25:58
not scarce, but bountiful;
542
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2931
資源不少 而是很豐富
26:01
not local, but everywhere;
543
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1700
沒有地區性 而是四處可見
26:03
not transient, but permanent;
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2631
不是暫時應變 而是長久之計
26:06
not costly, but free.
545
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2900
不需要砸大錢 而是不費一毛
26:09
And but for a little transitional tail of natural gas
546
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3400
但不管是已經快用完的天然氣
26:12
and a bit of biofuel grown in ways that sustain and endure,
547
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3562
還是以各種方式持續永存的生質燃料
26:15
this new fire is flameless.
548
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3709
新的能源都很不一樣 不需要燃燒
26:19
Efficiently used, it really can do our work
549
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4064
若能有效運用 的確能幫助人類發展
26:23
without working our undoing.
550
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2854
而不導致毀滅
26:26
Each of you owns a piece of that $5 trillion prize.
551
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4882
每個人手上都握有 那五兆成果的一小部分
26:31
And our new book "Reinventing Fire"
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2254
我們的新書《重燃火源》
26:33
describes how you can capture it.
553
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2385
就說明了 該如何獲得那一小部分的成果
26:36
So with the conversation just begun
554
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2269
在演講一開始時
26:38
at ReinventingFire.com,
555
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1885
透過 ReinventingFire.com 這個網站
26:40
let me invite you each
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2131
我想邀請各位
26:42
to engage with us and with each other, with everyone around you,
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3838
與我們 與各位 與身邊的每一個人一起努力
26:46
to help make the world richer, fairer,
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2792
讓這個世界變得更富饒 更公平
26:49
cooler and safer
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2608
更涼爽 更安全
26:51
by together reinventing fire.
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2808
只要我們一起努力 重燃火源
26:54
Thank you.
561
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1859
謝謝
26:56
(Applause)
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1400
(掌聲)
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