Latest / Movilidad Renovable / Desafíos de la transición energética
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- 0:01I' m worried about my future. That' s why I hired a
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- 0:07Why do I know with that insurance company that then guy' s a tail
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- 0:15I already hired a pension plan with that insurance company is that the logo
- 0:18is a coal or something? If no one remembers your brand, advertising is
- 0:22of no use to us. So, if you run a company and you
- 0:26are listening to us, we want to remind you that, according to the
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- 0:35of times become unforgettable, announce yourself in radio n renewable mobility. The platform
- 1:04program for renewable fuels very good afternoon. We continue with our almost didactic journey
- 1:19and dedicated to renewable fuels. During all the previous programmes, we have therefore
- 1:23made several references to that road map that marked the European Union for decarbonisation,
- 1:29for the energy transition and also for the road that Spain is going to follow,
- 1:34a path that poses serious challenges and, in some respects, doubts as
- 1:38to whether it will be achieved, because some of the goals that politicians have
- 1:42set seem truly unattainable utopian. In May of the 22nd, for example,
- 1:48the Ry Power and U plan was presented in response to the difficulties and disruption
- 1:52caused to the world energy market by the Russian invasion of Ukraine, a plan
- 1:57aimed at ending the European Union' s dependence on possible fuels and boosting renewable
- 2:00energies. The point is whether or not they' re going that right way.
- 2:07We will talk about this in the next few minutes here in Renewable Mobility,
- 2:12the platform programme for renewable fuels, Renewable Mobility. With Miguel San Martín
- 2:37begins the Renewable Mobility meeting. Before starting the program I spoke with Inés Cardenal,
- 2:45spokesman for the Platform for Renewable Fuels, which today is an interesting day
- 2:49and that we will learn a lot Inés how about very good afternoon, good
- 2:53afternoon, a luxury program today that cannot be missed the listeners of Capital Radio,
- 2:57because we already have with us Mariano Marta Toques, professor of merit of
- 3:00the University of Barcelona, professor, how very good as we are good afternoon
- 3:05Hello, very good afternoon, since nothing delighted to be with you and also
- 3:08Vicente Cortés, who is president of INERCO and professor of the University of Sevillo.
- 3:15Vincent how very good that we are very good evening, really also delighted
- 3:20above all, to share Tertulia eating professed in March, because inés tell us
- 3:24a little bit raises what we can talk about. Well, as I was
- 3:29saying today, we have a show fight, because we have two people who
- 3:34are very, very expert on some of the issues we want to deal with.
- 3:37And fundamentally, these are the challenges that the energy transition, as Europe
- 3:42is designing it, because the challenges we presented were. We can talk about
- 3:49the dependence it will generate on critical minerals. We are talking about leaving out
- 3:55certain technologies, such as the capture and use of ceo two, which could
- 4:00have a very important role in reducing missions. Therefore, this regulation, which
- 4:03we have already been talking about in some of these programmes, which is primarily
- 4:06aimed at electrification, because we believe it poses very interesting challenges. That'
- 4:12s good, because both Professor Marzo and Professor Cortés are going to explain us
- 4:15a lot better. And, well, it' s going to be a
- 4:19very interesting program, because we started and it seems to me with this professor
- 4:27Mariano Marzo, as Inés pointed out, how do you see those challenges that
- 4:31have posed in that road map, what do we have to look at and
- 4:38at what time does it go to that development? Let' s see?
- 4:40The challenges are so many. I would somehow focus them on two big groups.
- 4:47One is to refer, for some crucial issue, which is the imas
- 4:53of Dame as well and another is good governance, that is, good regulation.
- 5:00I am telling you this because, for example, we take it for
- 5:04granted that the road map drawn up by the European Union, because the technologies
- 5:11that have to lead to net zeroing by two thousand and fifty, are practically
- 5:17defined clearly, when in reality we know, for example, from a recent
- 5:23report by the International Energy Agency of two thousand and twenty- three, that
- 5:27on that road towards zero net emissions by two thousand and fifty, only twenty
- 5:35- five percent of all that we would need to reduce emissions. I'
- 5:43m talking on a global level. At this time, not that the world
- 5:46has to avoid Only twenty- five percent are mature technologies. The rest are
- 5:54distributed among technologies that are still in prototype states to about fifteen percent, another
- 6:02twenty percent, which would be technologies that are in demonstration phase, and the
- 6:06rest, about fifty- five percent, sixty percent are technologies that are in
- 6:13the process, let' s say market capture. They are technologies that need
- 6:23some form of support, they need adequate regulation in order to get a market
- 6:30large enough to allow them to scale up their production and, therefore, to
- 6:35lower prices. Therefore, the best thing we could do is not have prefixed
- 6:45dogmatic stances on what technologies are going to lead us towards that energy transition,
- 6:51but to profess a strong spirit of technological neutrality, to let technologies compete with
- 7:01each other to see which Mayan is efficient in terms of mission reduction and in
- 7:08terms of prices. But let us not forget this point that I say we
- 7:13are far from having all the mature technologies that are needed for that energy transition.
- 7:20Therefore, to close the path to which they are opening their way and
- 7:25which are beginning to become a reality, because it seems to me that it
- 7:29goes precisely against the second point that I have said, the second condition for
- 7:34the energy transition. The first was more and more and the second was good
- 7:38governance. But there, Professor Cortés, I don' t know how Mariano
- 7:44Marzo said, but of course, we come in with this dogmatization many times
- 7:49of the road maps, the politicians who end up penalizing one another in favor
- 7:55of each other according to the interests of each country. Of course, of
- 7:58course, well, I absolutely agree with what you have indicated to Professor March.
- 8:03What happens, moreover, is that twenty- five percent that are mature,
- 8:07because it has him in many cases. If you can give an example,
- 8:11an enormously needed journey ahead, and the clearest example that I will be
- 8:15able to manufacture electrolytic hydrogen. You see, indeed, you can and are
- 8:20made acquisitions in the market of electrolyzers of the two technologies such alkaline there is
- 8:24pell but those technologies have a huge journey ahead, because you have to improve
- 8:30efficiency, useful life, etcetera, etcetera. And besides, they' re
- 8:33going to be, probably doesn' t have to say cannibalized, but they
- 8:43' re going to be somehow going to appear a huge competition from other technologies
- 8:48that are much more attractive from the industrial point of view. Therefore, and
- 8:50returning to the point he has put on the table by the omarzos of technological
- 8:54neutrality and rhythm, what does not make much sense is that a path should
- 8:58be set with certain technologies to achieve objectives that are set without taking into account
- 9:05precisely the time of evolution of the technology. Technological evolution has its time to
- 9:11mention everything for March and a question. Indeed, they are called the levels
- 9:16of technological development from one to nine feet as this can be accelerated slightly with
- 9:22more investment. But if I have to do some tests, the tests have
- 9:26a duration and they have an acquisition period, a confidence in the behavior and
- 9:33durability of everything I' m using. I cannot speed up that, so
- 9:37we are going to be wrong and, in fact, we are going along
- 9:43that path, unfortunately, and we do not show that it is the market
- 9:50and technologists who in the end have to select the most efficient and environmentally efficient
- 9:58ways to achieve the Sons that are painted by the European Commission, that the
- 10:03objectives are made, technology is defined and now we are going to see how
- 10:05we do not achieve it. And you think that in the end that José
- 10:11Marzo Cortés will happen, that in the end, so to speak, the
- 10:16market will put every technology in place, because I believe that yes, that
- 10:22is to say and in fact, is what is happening. We are attending,
- 10:26for example, in the case of the European Union, to what I
- 10:28say a similar process or that reminds me of my years as a student or
- 10:35an opponent, it was a process in which you mark a few dates and
- 10:41from the beginning everything is very nice. Everything is planned such a day,
- 10:45such a subject, etcetera, etcetera. And what' s going on is
- 10:48that you don' t get there in the end. But to solve this
- 10:54bad planning based on what or Professor Cortés, it also turns out that what
- 11:03you have to do is to continually modify the road map and say well,
- 11:07don' t worry. What we have not done so far is that we
- 11:13will do it much faster and better in the future. So what he said
- 11:16was what happened to us when we prepared the exams that in the end you
- 11:20have a lot of stuff left to prepare in a very long time previews I
- 11:26think that really the market and the technology and more because we are in a
- 11:33global competition, not only from the European Union, because it will put politics
- 11:39in place, but we will not achieve the objectives of energy transition. And
- 11:46it cannot be that Ukraine' s own war has somewhat accelerated this process.
- 11:54And as an acceleration, the rush is not too good. The good cut
- 12:01teacher is that the generation gave rise to the Repower re U, which you
- 12:07mentioned the introduction. But that Power AIU, in particular, had and has
- 12:13two objectives that are hardly going to be achieved, in my opinion, that
- 12:18are ten million after years of production in the European Union and ten million after
- 12:22years of Hydrogno I mean import, that are huge quantities of electorizers of land
- 12:28of photomontaica electricity of waters that, in my opinion, will hardly be able
- 12:35to be achieved. Then what will happen if what you have done for the
- 12:39orbs, that is, will be achieved objectives. But, in the meantime,
- 12:43this sense of urgency is a term that seems picturesque to me. The
- 12:48climate urgency I do not see frankly, because it moves in a technological urgency.
- 12:54And the climate urgency and the technological urgency, in my opinion, because
- 12:58they are not substantiated, which is why there is a problem in all of
- 13:03this is that this adoption where in the end some sectors are going to have
- 13:09to adopt the technologies because they have mission reduction obligations. For example, the
- 13:13transport sector needs to reduce its emissions. In the directive network three fourteen and
- 13:18a half percent from here to two thousand and thirty by means of or a
- 13:24use of advanced biofuels and the famous renewable fuels of non- biological origin.
- 13:28Well, that shoe that tightens because if there are no sanctions, it'
- 13:31s going to lead to the end that we' re going to have to
- 13:35install manufacturing plants for this type of product at a really uncompetitive price. And
- 13:41that problem that technology is expensive because it is not evolved, the process is
- 13:46not efficient, because it needs improvements. It originates a product that is expensive
- 13:52whose cost is transferred to the entire value chain. That is what really concerns
- 13:56me is that in many cases I believe that the European citizen is not aware
- 14:01that this decarbonisation policy, which I call defosilisation. By the way, that
- 14:09would be for another dialogue. That process is going to lead to an increase
- 14:13in tenable costs, because the entire value chain is going to be affected by
- 14:18this generation. If you haven' t commented on a subject, I think
- 14:24that Professor Marzo here also believes that he can very much illustrate the dependencies that
- 14:30we have realized that we have from the outside that we have them. Europe
- 14:33had left. Supply security was not in the debate and with this bet on
- 14:39electrification. Professor Cortés also cited the unloading of transport, because we are going
- 14:43to generate dependencies of new materials that are concentrated in many fewer countries that I
- 14:52think are very worrying for the strategic security of Europe. Professor March, the
- 15:00point is that in this process let' s say defosilization, as I said
- 15:07green let' s say from our energy sources, because being on which we
- 15:13depend in the European Union and Spain as much, at about seventy percent at
- 15:18this time so that we have an idea of the magnitude of the challenge we
- 15:24have, because we are driving. Let' s say the whole electrification process
- 15:30from renewables, which, by the way, is not synonymous with decarbonization electrification
- 15:35either. Because the electrication in the scenarios, let' s say more optimistic
- 15:41at two thousand fifty will cover fifty- five percent, no more than say
- 15:46the final consumption of energy, with which there is room for all renewable fuels
- 15:50and many. Let' s say other sources that are also renewable even if
- 16:00they are not electricity and in that process we do not realize that if we
- 16:06go to renewable energies as the basis of the whole system, because that means
- 16:15moving to a dependence on certain minerals that in order to have an idea in
- 16:22two thousand forty to achieve the climate objectives, it turns out that the current
- 16:30production of minerals for clean energy technologies must multiply globally between four and six times
- 16:33to one thousand forty. This, for example, and in this the technology
- 16:40that is going to be more intensive in these minerals are electric vehicles or electrification
- 16:45of transport and batteries. Somehow, for example, so that we have an
- 16:52idea of the production of lithium from here to two thousand forty in relation to
- 16:59the production of two thousand twenty. It has to be multiplied by forty-
- 17:03two to somehow follow the pace that has been set. Let' s say
- 17:11the objectives, let' s say the fight against climate change and that'
- 17:15s applicable to another crowd. Let us say of these minerals, with which
- 17:18we raise ourselves and come to the top of the issue that is very important
- 17:22and hidden in the debate. Energy transition, as is being proposed by the
- 17:27European Union, or by the United Nations, etc, is an extractive transition.
- 17:37We will move from extracting oil, gas and coal, to extracting a
- 17:42whole set of minerals without which that transition will not be possible. It is
- 17:51a problem that Europe, that the European Union, which does not have too
- 17:56much coal or what it does not have, is oil, and I am
- 18:00talking about the European Union, Europe, because we would have Norway, and
- 18:02so on. In this case it is going to go from the pan to
- 18:06the fire, to depend on these fossil fuels, to depend on supply chains,
- 18:12critical minerals, because this concept is very important. We have to deal
- 18:17with supply chains in which they are controlled in many of their key links of
- 18:23the chain by China, which can be, as already being demonstrated with the
- 18:27electric vehicle these days, the great beneficiary, the great ever greater power in
- 18:34this new energy transition that we are considering. Thank you very much, Professor
- 18:41Marzo and speaking, in addition to raw materials, that we are somehow limiting
- 18:45the raw materials that we can use in this transition process, Professor Cortés,
- 18:52we are also doing a little the same with the possibilities that the use of
- 18:56captured ceados has. True, they are setting aside a little bit in Europe.
- 19:00Well, fortunately, and I' ve been in this capture thing for
- 19:06two more than fifteen years. Fortunately, the issue is changing, but it
- 19:10is changing out of necessity, not out of absolute trust. And I explain
- 19:17what I mean by necessity. That is to say, the Commission has set
- 19:19itself a zero net mission target for the two thousand and fifty zero target,
- 19:25which means that we must compensate for what we cannot fail to issue for putting
- 19:30agriculture directly and how it is compensated by catching two and combining it permanently in
- 19:36product or storing the subsoil. Then it turns out that suddenly the capture of
- 19:40ugly two is essential to achieve zero net emissions. But then there is a
- 19:45second very interesting aspect, which is that the Commission, from the point of
- 19:49view of sustainable mobility, wants to focus on the fact that the fuels to
- 19:56be used are advanced biofuels and the famous RF renewable fuels of origin or biological,
- 20:03the advanced corbonostes, we can treat them at another time. I want
- 20:07to take the line of rf nbos. The rfinbos start from hydrogens, by
- 20:10the way, whose electronizers, from which they are marketed today, also have
- 20:15critical minerals. Tacual. There we also have another delicate point, as the
- 20:19teacher mentioned, but it turns out that to manufacture from hydrogen, a series
- 20:26of products that everyone sounds at the moment, already as they are, for
- 20:30example, methanol and e fuells. I need geo two caramba and talk about
- 20:37it all of a sudden. Turns out geo two is a very journalistic expression.
- 20:41The ugly two go from villain to hero, that is, from something
- 20:45you have to try to stop, to broadcast, to something that is absolutely
- 20:48essential to manufacture methanol and fulls. Well, now it' s changed.
- 20:55You have to catch yourself or two. Of course, there is a significant
- 20:59distinction. Two if it' s biogenic, then perfect. What happens is
- 21:04that it' s not so much biomass. And, moreover, with the
- 21:07restrictions placed on the European Commission' s renewables directive on the use of biomass
- 21:11for energy uses, it will become increasingly complicated. He has an exercise in
- 21:17realism. The commissions said good. I will accept ceo two fossils up to
- 21:22two thousand thirty- six if it is of electricity production and up to two
- 21:26thousand forty- one if it is of industrial origin, so now we have
- 21:30the paradox that we must capture ourselves or two fossils to manufacture methane and fulls
- 21:36that will be used as fuels. Well, it' s true that somehow
- 21:41a second life is given to that molecule of sixteen two carbon atoms and emissions
- 21:45are reduced, but that' s why it' s not about decarbonizing.
- 21:51I can' t decarbonize the metal, I can' t decarbonize them and
- 21:56it was if they have carbon, it' s defosilized, so, I
- 22:02repeat third boz of villain to necessary hero, Professor Marto, who calls it
- 22:04below. What I meant Support in other words of what Professor Cortés has commented
- 22:11is very simple. It is a question of using circular economy, of converting
- 22:17something that until now was a residue that we wanted to get rid of,
- 22:21therefore, of valuing it, valuing it economically and making it a resource,
- 22:26no more or less, as we want to do with many other substances that
- 22:34surround us in our society of waste. Resource is the key word for somehow
- 22:38reducing the emissions of this dous and it is not just about reducing emissions for
- 22:44sectors that cannot do so. Since we are zero net emissions, it turns
- 22:52out that we will also have to start removing cidos from the atmosphere, which
- 22:56is another issue, that is, once we stop dirtying in quotation marks we
- 23:02will have to clean up everything that we have soiled. Therefore, those technologies
- 23:06that we now need for zero net emissions targets. In two thousand and fifty,
- 23:12these technologies, let' s say capture and storage of the twelve,
- 23:19are going to become the philosopher' s stone, without which it is not
- 23:25going to be possible in any way to face seriously from the middle of the
- 23:30century, in order not to exceed one five degrees Celsius of temperature increase compared
- 23:37to pre- industrial levels at the end of the century. If you allow
- 23:41me to look, I think Professor Marzo has given a key too, which
- 23:44is the circular economy and we are also seeing, with recent examples, that
- 23:48renewable fuels are already being marketed with different waste. Courtesy professor. Something that
- 23:55needs to be contributed to this opening up by the professor is very interesting,
- 24:03because I have previously announced that it was for another debate, but I am
- 24:07going to speak very briefly on this subject. It is because the Commission wants
- 24:10renewable fuels of biological origin and advanced biofuels and what are the raw materials for
- 24:15advanced biofuels. So a huge list that includes three household parts of the food
- 24:21industry, farms, cattle farmers, semi- cultures, cooking oils used in
- 24:25carasas animals, olive oil residue season. In fact, the question is to
- 24:30try to exploit all waste by technological means. Unfortunately, returning to the beginning,
- 24:38it is not even harder enough to make renewable fuels, making it texible.
- 24:45This is the scheme, that is to say, which certainly has an
- 24:48impact on the issue of clear security of supply. If I have those fuels,
- 24:52excuse me, those residues that I can turn into fuels in enough quantity
- 24:57and I have the processes when they' re good. There, somehow we
- 25:00started to reduce energy dependence on the outside. The process is long, it
- 25:07needs your time. Time and investment overruns must be measured well soon can lead
- 25:11to sunken costs and lack of competitiveness for the second generation and it is not
- 25:18possible to run more than technology allows. Conclusion, Professor Mariano Marzado, 30
- 25:27seconds. Well, I think that somehow the issue is a topic We have
- 25:36talked a lot about technology, innovation, research, good governance, and this
- 25:41good governance is somehow going through a pact that allows nobody to leave out.
- 25:52We need in some way a commitment involving all two governments, businesses, finance,
- 26:02citizens, that we cannot leave anyone out of this great pact for reasons
- 26:07such as ideological, sectarian or electoral opportunity. Let us take this as a
- 26:18case in point, because what we are at stake is a lot, therefore,
- 26:23my appeal and more and more technological neutrality, good governance and the task
- 26:30of all, therefore, inclusive. That' s what Mariano Marzo Vicente Cortés
- 26:33stayed with. Thank you so much for joining us and until a next time,
- 26:37very well. Thank you very much, thank you and inés until the
- 26:41next program. Good afternoon. Thank you. Thank you very much. S
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