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关于气候变暖,我们的两个核心假设可能都错了

关于气候变暖,我们的两个核心假设可能都错了

David Schimel 2022-11-19
我们很可能低估了气候变化的严重性。

2021年12月31日,美国科罗拉多州路易斯维尔,一位居民从自家旧居废墟走过。自然熄灭前,肆虐的山火已经摧毁了科罗拉多州的数个城镇。图片来源:JASON CONNOLLY - AFP - GETTY IMAGES

对于气候变化的认识,我们是否完全弄错了方向?我们最大的生存恐惧会不会反而有望带来更加美好的未来?

自1995年以来,联合国政府间气候变化专门委员会(Intergovernmental Panel on Climate Change)发布的一系列报告为我们探究气候变化问题的方向奠定了基调。首先,人们认为,气候影响是一系列缓慢演进的问题,而且可以借助各种成熟技术和管理流程加以控制。其次,人们认为,缓解气候变化需要付出高昂的代价,并且会对经济造成破坏。按照这种想法,总体而言,气候变化是一个预防起来成本高昂,放任不管也不会造成太大破坏的问题。

因此,我们应对气候变化的动力大多并非出自市场考量,而是公平、环保及其他难以估价的要素。作为联合国政府间气候变化专门委员会的第二、第三份报告的主要作者,我对这种信念框架非常了解。

但有没有可能这两大核心假设都错了?有没有可能我们低估了气候变化的严重性,而其诸多危害又很难或者根本不可能适应?此外,如果潜在的技术进步速度比预计的要快,替代技术的成本比预计的要低,又该如何?

如此一来,基本的经济等式就将发生变化:与气候变化造成的损失相比,脱碳成本或将变得不再高昂,甚至能够给全球经济带来正收益。

这可能才是我们生活的世界的真相。

何以至此

气候科学问世之初,相关研究往往集中于探究气候变化在遥远未来会产生何种影响,常常一眼看到2100年、二氧化碳浓度达到工业化前的两倍水平。由于当前气候环境的变化较大,而且科学家在预测相对于系统自身变动较小的变化时通常持保守态度,进行短期预测较为困难。许多人认为,相关危害要在很久以后才会显现出来,社会经济体系将有时间进行相关调整。

与此同时,持谨慎观点(常被指为“危言耸听”)的一派认为,缓解气候变化要付出高昂的代价。根据21世纪初搭建的模型,由对技术进步速度的假设可以推出,创新速度也会较为缓慢。而在实践中,减排挑战又与天量支出、牺牲联系在了一起,纵观整个历史,这种情况在技术变革中还是首次出现。

由于危害似乎还很遥远,缓解气候变化又代价高昂,很多人觉得,积极应对性价比太低,没有必要。

那么真实情况如何呢?仅以美国为例,飓风、热浪的威力日甚一日,山火日益频发,危害也越发严重,持续干旱导致供水设施陷入瘫痪,这些都发生在全球最富裕、最具韧性的国家之一——美国。之所以会出现这些情况,是因为“气候极端化”趋势(极端高温天气、干旱、恶劣天气)正在加速,而这些问题即便最先进的气候模型也难以预测。

与此同时,事实证明,对可再生能源成本的预测同样具有误导性。正如近期一份工作文件总结的那样,太阳能成本的下降速度一直快于国际能源署(International Energy Authority)和联合国政府间气候变化专门委员会的模型的预测。如不出现意外障碍或反向激励措施,太阳能和风能或可在20年内接近实现“零碳”目标,不过这也需要在支持技术、能源存储、智能电网、充电技术和运输技术方面取得突破。

真实世界给出的“算式”与商业领袖、政治家和大多数环保倡导者(艾默里·洛文斯这样的“异类”除外)所假设的相反。气候变化已经对当今世界产生危害,带来沉重损失,要想减轻其影响,不仅十分困难,还要付出高昂代价。

与此同时,各种解决方案进展迅速,并且成本不断降低,吸引力日益提高。现在的实际情况是,通过采取短期、积极、低成本的缓解措施来规避(气候变化造成)危害,我们的未来将会变得更为富足,而非更为贫穷。在那样的一个世界中,依然会有赢家和输家,只是赢家的数量会多得多,完好无损(而非破坏严重)的自然世界也将让很多人从中受益。

要想对气候变化进行预测,需要完成艰巨的分析工作,而根据干预程度的不同对经济成果进行衡量同样具有高度的不确定性,其主要原因在于,此项工作需要对人类行为进行假设,还要对本身就极不确定的物理现象和社会变化进行预测。

而我们的立法者正是基于上述这些存在缺陷的气候与经济预测制定的气候政策。受科学文化影响,也为了避免被人指为“危言耸听”,经济学家和气候学家的预测大多较为“中庸”。相似的,在评估气候变化对经济的危害时,很多人错误假定农业可以轻松适应更可持续的生产方式、资本能够高效地分配给创新企业,但实际情况显然要复杂得多。

随着气候对全球经济和人类福祉的影响越发明显,我们相信,未来将会有更多投资进入这一领域,障碍和不当激励则会越来越少,从美国总统乔·拜登的政府最近在美国气候立法中的作为就能够明显看出这一趋势。

“负负可以得正”,即对气候变化速度和影响的错误估计、对缓解措施的挑战和成本的错误估计能够加快缓解和适应气候变化方面的行动。历史告诉我们,转型绝非易事,但不断推进的研究也表明,只要努力,我们就一定可以成功。(财富中文网)

戴维·希梅尔(David Schimel)博士,美国国家航空航天局喷气推进实验室(NASA Jet Propulsion Laboratory)高级研究科学家,Entelligent(一家通过数据建模帮助投资者优化投资决策的公司)董事长。凭借自己在担任联合国政府间气候变化专门委员会召集人兼主要作者(IPPC Convening Lead Author)时所作的工作,希梅尔获得了分享2007年诺贝尔和平奖(Nobel Peace Prize)的殊荣。

Fortune.com上评论文章中表达的观点仅代表作者个人观点,并不代表《财富》杂志的观点和立场。

译者:梁宇

审校:夏林

对于气候变化的认识,我们是否完全弄错了方向?我们最大的生存恐惧会不会反而有望带来更加美好的未来?

自1995年以来,联合国政府间气候变化专门委员会(Intergovernmental Panel on Climate Change)发布的一系列报告为我们探究气候变化问题的方向奠定了基调。首先,人们认为,气候影响是一系列缓慢演进的问题,而且可以借助各种成熟技术和管理流程加以控制。其次,人们认为,缓解气候变化需要付出高昂的代价,并且会对经济造成破坏。按照这种想法,总体而言,气候变化是一个预防起来成本高昂,放任不管也不会造成太大破坏的问题。

因此,我们应对气候变化的动力大多并非出自市场考量,而是公平、环保及其他难以估价的要素。作为联合国政府间气候变化专门委员会的第二、第三份报告的主要作者,我对这种信念框架非常了解。

但有没有可能这两大核心假设都错了?有没有可能我们低估了气候变化的严重性,而其诸多危害又很难或者根本不可能适应?此外,如果潜在的技术进步速度比预计的要快,替代技术的成本比预计的要低,又该如何?

如此一来,基本的经济等式就将发生变化:与气候变化造成的损失相比,脱碳成本或将变得不再高昂,甚至能够给全球经济带来正收益。

这可能才是我们生活的世界的真相。

何以至此

气候科学问世之初,相关研究往往集中于探究气候变化在遥远未来会产生何种影响,常常一眼看到2100年、二氧化碳浓度达到工业化前的两倍水平。由于当前气候环境的变化较大,而且科学家在预测相对于系统自身变动较小的变化时通常持保守态度,进行短期预测较为困难。许多人认为,相关危害要在很久以后才会显现出来,社会经济体系将有时间进行相关调整。

与此同时,持谨慎观点(常被指为“危言耸听”)的一派认为,缓解气候变化要付出高昂的代价。根据21世纪初搭建的模型,由对技术进步速度的假设可以推出,创新速度也会较为缓慢。而在实践中,减排挑战又与天量支出、牺牲联系在了一起,纵观整个历史,这种情况在技术变革中还是首次出现。

由于危害似乎还很遥远,缓解气候变化又代价高昂,很多人觉得,积极应对性价比太低,没有必要。

那么真实情况如何呢?仅以美国为例,飓风、热浪的威力日甚一日,山火日益频发,危害也越发严重,持续干旱导致供水设施陷入瘫痪,这些都发生在全球最富裕、最具韧性的国家之一——美国。之所以会出现这些情况,是因为“气候极端化”趋势(极端高温天气、干旱、恶劣天气)正在加速,而这些问题即便最先进的气候模型也难以预测。

与此同时,事实证明,对可再生能源成本的预测同样具有误导性。正如近期一份工作文件总结的那样,太阳能成本的下降速度一直快于国际能源署(International Energy Authority)和联合国政府间气候变化专门委员会的模型的预测。如不出现意外障碍或反向激励措施,太阳能和风能或可在20年内接近实现“零碳”目标,不过这也需要在支持技术、能源存储、智能电网、充电技术和运输技术方面取得突破。

真实世界给出的“算式”与商业领袖、政治家和大多数环保倡导者(艾默里·洛文斯这样的“异类”除外)所假设的相反。气候变化已经对当今世界产生危害,带来沉重损失,要想减轻其影响,不仅十分困难,还要付出高昂代价。

与此同时,各种解决方案进展迅速,并且成本不断降低,吸引力日益提高。现在的实际情况是,通过采取短期、积极、低成本的缓解措施来规避(气候变化造成)危害,我们的未来将会变得更为富足,而非更为贫穷。在那样的一个世界中,依然会有赢家和输家,只是赢家的数量会多得多,完好无损(而非破坏严重)的自然世界也将让很多人从中受益。

要想对气候变化进行预测,需要完成艰巨的分析工作,而根据干预程度的不同对经济成果进行衡量同样具有高度的不确定性,其主要原因在于,此项工作需要对人类行为进行假设,还要对本身就极不确定的物理现象和社会变化进行预测。

而我们的立法者正是基于上述这些存在缺陷的气候与经济预测制定的气候政策。受科学文化影响,也为了避免被人指为“危言耸听”,经济学家和气候学家的预测大多较为“中庸”。相似的,在评估气候变化对经济的危害时,很多人错误假定农业可以轻松适应更可持续的生产方式、资本能够高效地分配给创新企业,但实际情况显然要复杂得多。

随着气候对全球经济和人类福祉的影响越发明显,我们相信,未来将会有更多投资进入这一领域,障碍和不当激励则会越来越少,从美国总统乔·拜登的政府最近在美国气候立法中的作为就能够明显看出这一趋势。

“负负可以得正”,即对气候变化速度和影响的错误估计、对缓解措施的挑战和成本的错误估计能够加快缓解和适应气候变化方面的行动。历史告诉我们,转型绝非易事,但不断推进的研究也表明,只要努力,我们就一定可以成功。(财富中文网)

戴维·希梅尔(David Schimel)博士,美国国家航空航天局喷气推进实验室(NASA Jet Propulsion Laboratory)高级研究科学家,Entelligent(一家通过数据建模帮助投资者优化投资决策的公司)董事长。凭借自己在担任联合国政府间气候变化专门委员会召集人兼主要作者(IPPC Convening Lead Author)时所作的工作,希梅尔获得了分享2007年诺贝尔和平奖(Nobel Peace Prize)的殊荣。

Fortune.com上评论文章中表达的观点仅代表作者个人观点,并不代表《财富》杂志的观点和立场。

译者:梁宇

审校:夏林

What if we have been looking at climate change totally wrong? What if our greatest existential fear could instead offer hope for a brighter future?

Reports from the Intergovernmental Panel on Climate Change (IPCC), going back to 1995, have set the stage for how we think about climate change. First, climate impacts were thought to be a gradual and slowly increasing set of problems that would be manageable by well-understood technological and management processes. Second, mitigation was thought to be expensive and damaging to the economy. By that way of thinking, climate change would on balance be expensive to prevent and only moderately damaging.

As such, much of the motivation to respond has been driven by nonmarket considerations such as equity, the preservation of the natural world, and other benefits that are hard to price. As a lead author of the second and third IPCC reports, I understand this framework of beliefs quite well.

But what if these two core assumptions are wrong? What if the severity of climate change has been underestimated, and many of its harms are hard or impossible to adapt to? And what if the rate of potential technological progress is faster and the cost of alternative technologies cheaper than projected?

Then the fundamental economic equation changes, and decarbonization could be inexpensive compared to damages—or even benefit the global economy.

We likely live in that world.

How we got here

In the early days of climate science, research tended to focus on impacts far off in the future, at doubled preindustrial CO2 levels, often projected to the year 2100. Nearer-term projections were harder to characterize because the current climate is highly variable and scientists were conservative about projecting changes that were small relative to the system’s own variability. Many concluded that damages were far off in time and that socioeconomic systems would have time to adjust.

At the same time, those in the field being cautious (despite accusations of alarmism), projections of the cost of mitigation were quite high. Based on models from the early 2000s, assumptions about the rates of technological progress assumed slow rates of innovation. In fact, the challenge of mitigating emissions became associated with large expenditures and sacrifices, which would be a first for technological changes throughout history.

Since damages appeared to be far off, and mitigation costs high, the climate equation appeared to project a world where aggressive mitigation was expensive and thus unwarranted.

What about the world we live in now? In the U.S. alone, we see the effects of intensifying hurricanes and heat waves, more frequent and more intense wildfires, and persistent drought leading to the failure of water infrastructure—all of this in one of the wealthiest and most resilient nations in the world. These impacts are here because changes to extremes (very hot days and nights, droughts, severe weather) are accelerating. These are precisely the aspects of climate that even the most advanced climate models have challenges projecting.

At the same time, projections of the cost of renewable energy have proved equally misleading. Solar energy costs have decreased consistently faster than the International Energy Authority and IPCC models suggest, as summarized in one recent working paper. Absent unexpected barriers or counterproductive incentives, solar and wind power could allow nearly complete decarbonization in two decades, though this would require advances in supporting technologies, storage, smart grid, charging, and transportation.

This world has the opposite calculus from the one business leaders, politicians, and most advocates for the environment (with notable exceptions like Amory Lovins) have assumed. Damages are here. They are expensive. And they are very hard and (also) expensive to mitigate.

Meanwhile, solutions are now attractive, rapidly advancing, and constantly decreasing in cost. In this world, avoiding damages by aggressive and low-cost mitigation in the near term leads to a wealthier future rather than an impoverished one. There are still winners and losers in this world, but many more winners, including those who benefit from an intact rather than a catastrophically damaged natural world.

Predicting climate change is a formidable analytical feat, but gauging economic outcomes based on various levels of intervention is also highly uncertain, not least because it requires assumptions about human behavior and projections of physical phenomena and societal changes that are inherently very uncertain.

These flawed climate and economic forecasts shape how our lawmakers make climate policy. Forecasts by economists and climate scientists have largely been moderate—a function of scientific culture and the desire to blunt accusations of alarmism. Similarly, many economic estimates of climate change damage erroneously assumed that farming could easily adapt to more sustainable production and that capital would be efficiently reallocated to innovative companies. The reality, of course, is more complicated.

As the impacts of climate on the global economy and on human welfare become more obvious, we can expect more investment and the removal of more barriers and perverse incentives, as was evident in the Biden administration’s recent U.S. climate legislation.

Two wrongs—inaccurate estimates about both the pace and impact of climate change and the challenge and costs of mitigation—could produce one right: faster action on mitigation and adaptation to climate change. History tells us that the transition will not be easy, but evolving research suggests it should be feasible.

David Schimel, Ph.D., is a senior research scientist at NASA Jet Propulsion Laboratory and the chairman of Entelligent, which models data to help investors make better decisions. For his work as IPPC Convening Lead Author, he participated in the Nobel Peace Prize in 2007.

The opinions expressed in Fortune.com commentary pieces are solely the views of their authors and do not necessarily reflect the opinions and beliefs of Fortune.

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