1 - L'énergie - Cours des Mines 2019 - Jancovici - [EN subtitles available]

1 -  L'énergie - Cours des Mines 2019 - Jancovici -  [EN subtitles available] — Jean-Marc Jancovici

Jean-Marc Jancovici

AI-assisted summary of 1 - L'énergie - Cours des Mines 2019 - Jancovici - [EN subtitles available] — original source. Check the original for full context.

Source published:

Key ideas

  • L'énergie définit physiquement la capacité à transformer le monde matériel, fournissant à chaque individu moderne l'équivalent mécanique d'environ 200 à 600 serviteurs virtuels à travers un parc mondial de machines. (7:50)
  • Le produit intérieur brut (PIB) mondial et la consommation d'énergie primaire évoluent en lien direct et presque linéaire : la monnaie ne fait que quantifier financièrement les flux matériels physiquement actionnés par les machines. (136:41)
  • Historiquement, l'humanité n'a jamais substitué une énergie à une autre mais a empilé les sources : la consommation mondiale de charbon par habitant n'a jamais baissé depuis 1860 et croît beaucoup plus vite que les énergies renouvelables modernes. (51:19)
  • Le plafonnement puis le déclin de l'énergie par habitant depuis les chocs pétroliers des années 1970 a brisé le modèle de croissance de l'État-providence occidental, provoquant une explosion de l'endettement souverain et préfigurant la crise financière de 2008. (138:18)

Detailed notes

## Background Cette vidéo a été publiée sur YouTube le 30 juillet 2019 par la chaîne de Jean-Marc Jancovici. Elle correspond à la première partie de son cours dispensé aux élèves de l'École des Mines de Paris en mai 2019, consacrée aux fondements physiques de l'énergie et à son rôle central dans le fonctionnement des sociétés humaines.

## TL;DR Dans ce cours inaugural, Jean-Marc Jancovici démontre que l'énergie n'est pas une simple commodité financière représentant quelques pourcents du PIB, mais la mesure physique universelle de la transformation du monde matériel par notre gigantesque parc de machines. En comparant le travail musculaire humain au potentiel colossal des combustibles fossiles, il montre que chaque citoyen moderne commande l'équivalent de plusieurs centaines d'« esclaves énergétiques », conditionnant notre niveau de vie, l'urbanisation et la quasi-totalité des emplois de service. Face à la stagnation physique des approvisionnements énergétiques amorcée avec les chocs pétroliers et accentuée depuis le pic européen de 2006, il dénonce l'aveuglement des modèles économiques classiques et avertit les futurs ingénieurs qu'ils devront piloter un monde de contraction contraint par les limites planétaires et le changement climatique.

## Atmosphere & style Le ton oscille entre la rigueur implacable de la thermodynamique et une ironie caustique, ponctuée de formules percutantes et de mises en situation concrètes destinées à bousculer les certitudes des étudiants. Le style est direct, décapant et magistral : l'orateur interpelle constamment son auditoire, pulvérise les récits médiatiques sur la transition avec des règles de trois élémentaires et installe une tension lucide face aux contraintes du monde réel. L'expérience d'écoute est à la fois désarçonnante et intellectuellement stimulante, transformant une simple leçon de physique en une démonstration vertigineuse de notre dépendance systémique aux énergies fossiles.

## Bulletin - [07:50](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=470s) L'énergie définit physiquement la capacité à transformer le monde matériel, fournissant à chaque individu moderne l'équivalent mécanique d'environ 200 à 600 serviteurs virtuels à travers un parc mondial de machines. - [02:16:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8201s) Le produit intérieur brut (PIB) mondial et la consommation d'énergie primaire évoluent en lien direct et presque linéaire : la monnaie ne fait que quantifier financièrement les flux matériels physiquement actionnés par les machines. - [51:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3079s) Historiquement, l'humanité n'a jamais substitué une énergie à une autre mais a empilé les sources : la consommation mondiale de charbon par habitant n'a jamais baissé depuis 1860 et croît beaucoup plus vite que les énergies renouvelables modernes. - [02:18:18](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8298s) Le plafonnement puis le déclin de l'énergie par habitant depuis les chocs pétroliers des années 1970 a brisé le modèle de croissance de l'État-providence occidental, provoquant une explosion de l'endettement souverain et préfigurant la crise financière de 2008.

## Key takeaways - [06:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=367s) Le 'raisonnement en camembert' induit en erreur : bien que l'énergie primaire ne représente que 2 à 5 % du PIB marchand, elle conditionne 100 % de l'activité productive des 95 à 98 % restants. - [07:50](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=470s) En physique, l'énergie quantifie le changement d'état d'un système (vitesse, température, forme, composition chimique) ; consommer de l'énergie revient invariablement à altérer son environnement matériel. - [15:09](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=909s) Une civilisation 100 % renouvelable correspond au passé historique de l'humanité, caractérisé par une population limitée à un milliard d'individus, une espérance de vie réduite et deux tiers de la population mobilisés dans les champs. - [18:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1121s) La consommation d'énergie correspond au fonctionnement d'un gigantesque exosquelette de machines qui multiplie les capacités physiques de l'organisme humain. - [28:40](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1720s) Un litre d'essence fournit un travail mécanique équivalent à 10 à 100 jours de labeur musculaire humain pour un coût monétaire marginal dérisoire par rapport au coût salarial du travail. - [35:43](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2143s) L'hydrogène n'est pas une énergie primaire présente à l'état libre mais un vecteur énergétique dont la production par électrolyse consomme plus d'énergie qu'il n'en restitue. - [37:57](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2277s) Les ressources primaires fournies par la Terre sont rigoureusement gratuites ; les prix payés sur les marchés ne rémunèrent que le travail humain d'extraction et les rentes des propriétaires du sous-sol. - [44:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2647s) L'humanité a délaissé les énergies renouvelables au profit des combustibles fossiles en raison de leur densité énergétique supérieure et de leur caractère pilotable 24 h/24 sans dépendance météorologique. - [01:00:06](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3606s) Chaque habitant de la planète commande en moyenne l'équivalent de 200 esclaves mécaniques (environ 600 en France) ; reproduire la production matérielle actuelle sans machines exigerait 1 400 milliards d'êtres humains. - [01:05:48](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3948s) Les machines modernes puisent leur combustible dans le sous-sol, évitant ainsi le conflit historique d'usage des sols agricoles nécessaire jadis à nourrir les animaux de trait et les bûcherons. - [01:07:09](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4029s) Les petits gestes individuels (éteindre une ampoule, installer des ruches sur un toit) ont un impact négligeable face aux flux macroscopiques que sont l'industrie lourde, les transports, l'alimentation carnée et le chauffage. - [01:22:28](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4948s) La mécanisation et les engrais fossiles ont multiplié les rendements agricoles par 6 à 8 en Beauce, permettant l'exode rural et le transfert massif de la main-d'œuvre paysanne vers l'industrie et les services. - [01:28:30](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5310s) L'économie des services n'est pas immatérielle : le secteur tertiaire nécessite une abondance d'artefacts physiques et de flux de marchandises sous-jacents pour exister. - [01:45:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6319s) L'énergie abondante et la voiture individuelle ont dicté l'étalement urbain horizontal, tandis que l'évolution démographique et les divorces augmentent le nombre de logements et d'équipements par personne. - [02:09:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7747s) L'économie classique a commis une erreur fondamentale en posant comme axiome la gratuité et l'infinité de la nature (Jean-Baptiste Say), ignorant les stocks biophysiques et les auxiliaries mécaniques mis en lumière par Charles Dupin. - [02:22:56](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8576s) L'approvisionnement en énergie par habitant dans l'Union européenne a culminé en 2006, deux ans avant la faillite de Lehman Brothers, faisant de la contrainte physique la racine de la crise économique de 2008. - [02:31:35](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=9095s) Le changement climatique constitue le pot d'échappement en aval du flux de transformation matérielle industrielle, dont le goulot d'étranglement en amont reste la déplétion physique des ressources géologiques.

## Detailed walkthrough ### [00:13](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=13s) Introduction, Methodology, and the Power of Rules of Three

Jean-Marc Jancovici opens the course by introducing the two central subjects that will accompany the students throughout their personal and professional lives: energy and climate change. He clarifies his background immediately, stating that he is not a traditional academic researcher but a practitioner wearing several hats—a partner in a consulting firm (Carbone 4), the president of a think tank association (The Shift Project), and a public speaker involved in popularization and outreach. The lecture itself is built upon empirical observations, real-world data, and accessible, hands-on physical reasoning rather than abstract theoretical formalisms. He playfully remarks that the material is not fundamentally different from what he presents to general audiences who have not been rigorously filtered through the French *grandes écoles* competitive entrance exams, so the students at Mines ParisTech should have no trouble following along.

Before diving into the core material, Jancovici gives two practical recommendations. First, he strongly encourages taking handwritten notes, noting that even if the notes are thrown away afterward, the physical act of writing serves as an effective mnemonic tool. Second, he urges the students to adopt a mindset grounded in orders of magnitude and simple rules of three. He points out a structural bias in their academic training: elite engineering students are selected almost entirely on their ability to solve well-posed, univocal problems where all necessary data is given and exactly one clean solution exists. However, real life consists almost exclusively of ill-posed problems with missing, incomplete, or ambiguous information. In such an environment, sophisticated models frequently drift into absurdity if they lose touch with basic physics and rough estimates.

> “And everywhere in your life, if a sophisticated model is not in line with a well-established rule of 3, it is because the model is wrong!” — Jean-Marc Jancovici

- Speaker roles: consulting partner (Carbone 4), association president (The Shift Project), engineering lecturer. - Target audience: engineering students at École des Mines de Paris, selected through competitive entrance exams (*concours*). - Core cognitive warning: the vulnerability of high-level training that specializes in univocal, well-posed problems when confronted with open, ill-posed real-world crises.

---

[02:38](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=158s) Energy as an Economic Invoice: The Consumer Illusion and the Yellow Vests

Jancovici brings up Jean-Pierre Foucault—humorously describing him as “one of the most famous pensioners in France” who keeps returning to television—to invoke the format of the game show *Who Wants to Be a Millionaire?*. While the quiz show offers multiple-choice questions with predetermined answers, Jancovici asks the open question: “What is energy?” If one were to ask the average citizen or even the French Minister of Energy, the immediate answer would reflect the prevailing economic worldview: energy is viewed as an invoice, a utility bill, or an off-the-shelf commodity. Viewed through this narrow prism, the sole public debate revolves around whether energy is cheap or expensive, and how consumers might obtain the exact same convenience for less money.

He illustrates this mindset with the contemporary *Gilets Jaunes* (Yellow Vests) movement, which ignited over proposed increases in fuel taxes. The protesters did not take to the streets demanding a reduction in oil consumption to mitigate greenhouse gas emissions, nor did they express a desire to reduce French geopolitical dependence on oil exporters like Russia or Norway. Their grievance was purely transactional: fuel was simply too expensive. Jancovici emphasizes that evaluating energy primarily through this financial lens causes people to completely miss the fundamental nature of the problem.

Looking strictly at monetary figures, the purchase of primary fossil fuels—oil, gas, and coal—represents only a tiny fraction of global economic output. For an average French household or the broader economy, spending on energy amounts to just a few percent of total income or GDP, which is roughly comparable to what consumers spend on their monthly mobile and broadband bills across providers like Orange, SFR, or Free just to make trivial phone calls. Because energy appears as a mere line item representing two to five percent of total expenditure, society mistakenly assumes it warrants only a tiny fraction of political and intellectual attention.

> “So, the Yellow Vests never said: ‘We don't want to consume fuel because it's too much CO2’ or ‘We don't want to consume fuel because it makes us dependent on Russia, Norway and we don't want to.’ No, no. They were just saying: ‘It's too expensive.’” — Jean-Marc Jancovici

```mermaid flowchart TD accTitle: The Invoice Perception vs Reality accDescr: Diagram contrasting the economic view of energy as a small cost with the political behavior it produces. subgraph EconomicView["Economic & Public Perception"] A["Energy treated as a commercial invoice / commodity"] --> B["Monetary cost is only ~2-5% of GDP or household budget"] B --> C["Comparable in expenditure to monthly telecom bills"] end subgraph PoliticalOutcome["Political Reflex"] C --> D["Marginalized during political debates (< 5% attention)"] D --> E["Delegated to sector specialists / isolated minister"] E --> F["Disconnected from pensions, diplomacy, and macroeconomics"] end ```

---

[06:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=367s) The "Pie Chart" Fallacy: Essential Drivers vs. Monetary Value

Because energy constitutes only a small percentage of GDP, political leaders routinely treat it as a niche, peripheral topic. During election campaigns, politicians dedicate a few percent of their time to energy issues before delegating the portfolio to an isolated ministry, operating under the assumption that energy has no structural link to core topics like pensions, diplomacy, macroeconomics, or everyday industrial production. Jancovici exposes the fatal flaw in this “pie chart” thinking: breaking an economy into percentage slices tells you nothing about whether one slice is an absolute prerequisite for the survival of the others.

To highlight the absurdity of this logic, he offers two striking analogies. First, the human brain accounts for roughly 2% of total body weight; following pure pie chart logic, one could remove it and assume the person would merely suffer a minor 2% drop in overall efficiency. Second, agriculture represents only about 2% of modern GDP, leading some to assume the agricultural sector could be discarded without major consequence; however, if food production stops, the remaining 98% of the economy quickly ceases to function. In exactly the same way, the 95% to 98% of modern GDP that does not represent direct energy purchases is completely and structurally dependent on the continuous supply of that initial 2% to 5%.

> “What I'm going to tell you from now on is that this reasoning is as relevant as if I told you: ‘Your brain is 2% of your weight, so I can remove it from you, it's not very serious, you'll lose 2% in efficiency.’” — Jean-Marc Jancovici

- The Pie Chart Fallacy (*raisonnement en camembert*): conflating financial size with systemic dependency. - Human brain analogy: 2% of total body mass, but completely controls and sustains bodily function. - Agriculture analogy: ~2% of GDP, yet its elimination leads to total collapse of the other 98%. - Macroeconomic reality: non-energy economic output (95-98% of GDP) is 100% physically reliant on the underlying energy flow.

---

[07:50](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=470s) Modern Civilization as Accumulated Energy, and Energy as a Physical Vector of Change

Jancovici addresses two other prevailing cultural narratives: the popular slogan that "the best energy is the energy we save," and the belief that the energy system will effortlessly become "100% renewable." He challenges the first idea by pointing out that the students sitting comfortably in a prestigious engineering lecture hall—free to listen or doze off rather than spending their days manually harvesting potatoes in a field—owe their entire standard of living and leisure to the massive, unprecedented surge in global energy consumption over the last two centuries. Modern industrial civilization was not forged by saving energy; it was built on a regime of accelerating energy abundance.

He then turns to the intuitive, everyday understanding of energy. When a person wakes up feeling "full of energy," it signifies a high capacity to act, overcome obstacles, and dictate their own destiny. In physics, energy represents the exact same thing on an environmental scale: it measures the capacity to transform one's physical surroundings. While formal physics provides various technical formulations, Jancovici offers a unified, operationally rigorous definition: energy is the physical quantity that quantifies the change of state of a given system. The more energy flows through an apparatus or society, the more the surrounding material world is modified, reshaped, and transformed.

> “In other words, the more the world around you changes, the more energy has come into play. And, the more energy that comes into play, the more the world around you changes. It's as simple as that.” — Jean-Marc Jancovici

- The potato-picking reality: modern education, intellectual work, and leisure exist because machine energy substituted for manual agricultural labor. - Historical trajectory: two centuries of accelerating physical energy abundance, not systematic energy thrift. - Human vitality metaphor: possessing personal energy equals having the agency to control one's destiny. - Physical definition: energy is the precise physical quantity that quantifies the change of state of a system (modifying temperature, position, shape, chemical composition, or physical state of matter).

[10:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=619s) Energy as Transformation: Changing State, Speed, Shape, and Matter

Jean-Marc Jancovici explains energy through tangible, physical processes in everyday life. Fundamentally, any physical object that changes temperature—whether heating up or cooling down—uses or releases energy. Similarly, moving objects exist to change velocity: an automobile's sole functional purpose is to change the speed of its contents, carrying passengers and their holiday luggage from one place to another, which is a textbook alteration of a physical system's state. Shaping materials is another direct physical transformation. Digging soil moves it from a trench to an adjacent mound, and stamping a sheet of metal transforms a flat sheet into a finished car door; both actions are impossible without machines consuming energy.

Transformations extend down to the microscopic, chemical, and subatomic realms. Whenever a chemical composition changes, energy comes into play. The most immediate example is human digestion, which continuously breaks down ingested food precisely to provide the human body with usable chemical energy. At the electromagnetic level, interactions between magnetic fields and electric currents consume energy in electric motors or supply it in alternators. In nuclear physics, rearranging nucleons inside atomic nuclei releases vast power. Jancovici points out that the Sun operates as a massive, permanent thermonuclear fusion reactor, continuously fusing hydrogen nuclei into helium nuclei. Finally, energy governs matter-radiation interactions, ranging from the radiofrequency and light waves operating a smartphone to ultraviolet radiation on a beach.

“So, in a general way, using energy is nothing more than transforming the world around us and conversely, transforming the world around us necessarily implies that there is energy involved.”

- **Temperature change**: Heating and cooling systems exchange energy to alter thermal states. - **Velocity change**: Transportation systems (such as cars) exist entirely to alter the speed and position of passengers and cargo. - **Form/shape change**: Industrial stamping of sheet metal and civil excavation physically reshape matter using mechanical work. - **Chemical rearrangement**: Digestion transforms dietary intake into metabolic fuel. - **Nuclear rearrangement**: The Sun functions as a continuous thermonuclear fusion reaction converting hydrogen into helium.

[12:20](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=740s) The Eternal Energy Transition and the Inviolable Laws of Physics

Turning to policy and rhetoric, Jancovici addresses the modern concept of the “Ministry of Energy Transition.” He quips that such a department is actually the oldest institution in human history, given that humanity has existed in a perpetual energy transition for roughly 500,000 years. The journey began when our ancestors transitioned from relying solely on internal metabolic energy to domesticating fire, securing our first extracorporeal energy source. Antiquity witnessed the harness of renewable energies (wind, water, and draft animals) alongside minor uses of fossil fuels, such as oil usage by the Sumerians and coal extraction by ancient Chinese societies. The Industrial Revolution marked the explosive scaling of fossil fuel exploitation. Human history has always been characterized by adopting any newly discovered energy source; what makes the contemporary era precarious is not the fact of transition, but the extreme, unprecedented leap in order of magnitude within a historically minute window of time.

Because energy is a physical quantity, it obeys strict natural laws that human desire and legislation cannot alter. Jancovici dryly contrasts parliamentary politics with physics: while politicians might wish to amend Maxwell's equations to bolster consumer purchasing power, physical laws do not bend to parliamentary votes. The foundational rule governing energy is the first principle of thermodynamics—the law of conservation of energy. Applied to society, this rule dictates that humans can never create energy from scratch; we can only extract preexisting energy from the surrounding environment and channel it toward our needs.

“The energy conservation law applied to humans has a consequence that is simplistic, which is that humans can do nothing more than extract from the environment an energy that already exists and use it for their benefit.”

[15:09](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=909s) Primary vs. Final Energy and the Historical Converters

To examine energy flows, technical vocabularies distinguish between “primary energy” and “final energy.” Primary energy refers to energy as it exists in its natural state within the environment (such as crude oil in the ground, blowing wind, or raw sunlight). Final energy represents the refined product that crosses the consumer's meter—such as the natural gas or electricity supplied to a residence, heating oil pumped from a delivery truck into a domestic tank, or natural gas fed into an industrial glassmaking furnace. Converting primary sources into work requires a converter. For early humans, the sole available converter was the human body itself, which converted ingested food and ambient solar heat into an abundance of body heat and a modest quantity of mechanical work.

```mermaid flowchart LR accTitle: Historical Progression of Energy Converters accDescr: Diagram tracing humanity's shift from biological converters to renewables and fossil-fueled machines.

subgraph S1["Biological Converters"] A["Human Body<br/>(Food & Sunlight)"] B["Draft Animals & Slaves<br/>(Living Biomass)"] end

subgraph S2["Mechanical Renewables"] C["Water & Wind Mills<br/>(Natural Kinetic Flows)"] end

subgraph S3["Industrial Era"] D["Metal Machines<br/>(Fossil Fuels)"] end

A --> B B --> C C --> D ```

Over time, human societies domesticated external converters. Initially, these consisted of renewable living systems, including draft animals eating renewable grass, as well as enslaved populations. Later, societies developed wooden waterwheels and windmills across ancient and medieval Europe. Jancovici emphasizes that a 100% renewable society is not an untried futuristic fantasy, but our documented historical baseline: three centuries ago, humanity ran entirely on renewable energy. However, that society supported roughly one billion people, suffered a life expectancy at birth of only 30 to 40 years, and required two-thirds of the population to work long hours in agricultural fields. The open question is whether a high-tech modern civilization, equipped with engineering schools and complex industrial infrastructure, can sustain itself exclusively on renewable sources.

“So, it must be clear that renewable energies are not the future, they are the past.”

- **Primary energy**: Energy harvested directly from the natural environment before any human processing or transformation. - **Final energy**: Energy measured at the end-user's meter (residential electric and gas meters, fuel delivery truck flow meters, industrial burners). - **Historical 100% renewable baseline**: Supported approximately 1 billion people worldwide with a 30–40 year life expectancy and two-thirds of the labor force tied to manual agriculture. - **Industrial breakthrough**: Occurred roughly two centuries ago when physicists and engineers coupled metal machinery to fossil energy reserves.

[18:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1121s) The Illusion of "Energy Consumption": Machines as an Exoskeleton

Jancovici challenges the standard terminology of “energy consumption.” Unless one counts food intake, human beings do not physically consume energy. People do not drink crude oil, chew on industrial coal (save for medicinal charcoal tablets used to treat digestive flatulence), or breathe methane gas. Consequently, speaking of energy consumption creates an optical illusion that hides the underlying physical reality. In practice, consuming energy simply means operating machines. Whenever economic literature notes that humanity is consuming more energy, the phrase should be translated directly to: we are deploying more machines.

This vast network of motorized tools forms an enormous mechanical exoskeleton attached to modern humanity. Jancovici illustrates this omnipresence using the simple act of getting dressed in the morning. Putting on a pair of pants and a shirt takes merely a few seconds—or perhaps a few tens of seconds if one is waking up clumsy, in the dark, or recovering from a night out. Yet, in those fleeting seconds, an individual mobilizes the output of thousands of industrial machines operating around the world, from automated agricultural harvesters and petrochemical processing plants to spinning mills, automated looms, and international transport fleets.

“And in fact, the increasing amount of energy we use is nothing more than how to increase proportionally the huge mechanical exoskeleton we have created for our profit.”

[20:39](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1239s) L'armée invisible des machines dans notre quotidien : vêtements et brossage de dents

Pour illustrer l'omniprésence du parc de machines qui travaillent pour nous sans que l'on s'en rende compte, Jean-Marc Jancovici décortique les gestes les plus anodins d'une matinée ordinaire. Il commence par le simple fait de s'habiller. Si l'on porte un vêtement en textile naturel (coton, lin), on mobilise en amont tous les engins agricoles qui ont semé, récolté et égrené la fibre. Si l'on enfile un t-shirt ou un sous-vêtement en fibres synthétiques (« poly-quelque chose », nylon), tout provient du pétrole. En portant ce vêtement, on a en réalité revêtu « un morceau de plateforme pétrolière plus un morceau de vapocraqueur plus un morceau de raffinerie », ces installations industrielles colossales valant plusieurs milliards de dollars. S'y ajoutent les machines à tisser, la chimie des teintures pour tout ce qui n'est pas écru, les usines d'assemblage, les centrales électriques pour alimenter ces processus, et toute la logistique de transport (camions, trains, avions). Jean-Marc Jancovici résume l'ampleur du phénomène: « Dans quelque chose de totalement trivial qu'on fait comme on respire – qui s'appelle enfiler un vêtement –, eh bien vous ne vous en rendez pas compte, mais il y a une armée de machines qui ont travaillé pour vous, juste avec ce geste simplissime. »

Le rituel se poursuit avec l'hygiène bucco-dentaire après le petit-déjeuner. Un geste d'une à trois minutes mobilise lui aussi une infrastructure industrielle gigantesque. Jancovici montre l'image d'une usine chimique du nord de la France, appartenant au groupe familial Roquette. Cette amidonnerie reçoit chaque jour un train complet de maïs pour produire des centaines de dérivés chimiques, parmi lesquels le sorbitol. Ce substitut de sucre, indispensable pour donner un goût agréable au dentifrice sans provoquer de caries, est fabriqué sur un site employant plusieurs milliers de personnes fonctionnant en 3×8, l'une des plus grandes usines chimiques du pays. Le tube lui-même exige du pétrole, une raffinerie, un vapocraqueur et une extrudeuse industrielle. Enfin, se regarder dans la glace nécessite une ligne de verre flotté (*float*), tandis que se rincer la bouche suppose des stations de traitement et de purification d'eau potable.

```mermaid flowchart TD accTitle: Flux d'énergie et machines derrière les gestes du quotidien accDescr: Chaîne de transformation industrielle mobilisée pour des vêtements et un dentifrice.

subgraph Amont["Ressources & Extraction"] Petrole["Pétrole brut / Agriculture"] Mines["Mines / Silos de maïs"] end

subgraph Transformation["Transformation Industrielle"] Raff["Raffineries & Vapocraqueurs"] Amidon["Amidonnerie Roquette (Sorbitol)"] Plast["Extrudeuses & Usines textiles"] end

subgraph Usage["Geste Quotidien"] Habit["Vêtements (naturels ou synthétiques)"] Dentifrice["Tube de dentifrice & Miroir"] end

Petrole --> Raff Mines --> Amidon Raff --> Plast Amidon --> Dentifrice Plast --> Habit Plast --> Dentifrice ```

[24:11](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1451s) Le smartphone et l'illusion du coût économique de l'énergie

Jean-Marc Jancovici aborde ensuite l'objet central de la vie contemporaine: le smartphone. Passer un coup de fil ne repose pas seulement sur un petit boîtier, mais sur des milliers de machines actives en coulisses. Un smartphone renferme à lui seul une quarantaine de métaux différents, souvent à des concentrations très faibles, impliquant des dizaines de mines et d'excavatrices réparties sur le globe, en plus des plastiques, de la silice et de l'eau ultra-pure pour l'électronique. À cela s'ajoute l'infrastructure de réseau: sans les antennes relais (qui demandent de l'acier), sans les câbles souterrains ou sous-marins déroulés par des engins spécialisés, l'appareil ne servirait à rien.

Revenant sur l'argument économique classique selon lequel l'énergie ne représenterait qu'une part négligeable (environ 3 %) du produit intérieur brut (PIB), Jancovici démonte la logique du raisonnement monétaire. Si l'on privait instantanément la Terre de son énergie, on ne perdrait pas 3 % de notre production, mais absolument tout: les transports, les banques, les réseaux d'eau potable, les hôpitaux s'arrêteraient immédiatement. Il prévient sans détour: « Vous allez crever de faim, vous allez crever de froid et vous allez vous entre-tuer. » L'énergie conditionne l'intégralité de l'activité humaine mécanisée, et juger de son importance vitale par son seul coût financier relève d'une profonde incompréhension systémique: « Tout le monde moderne dépend d'elle et qu'elle coûte 1 % ou 100 % de ce que vous gagnez n'est pas tellement le sujet. »

- Un smartphone concentre environ 40 métaux distincts extraits par des engins miniers à travers le monde. - La dépendance aux réseaux (télécoms, eau, banques, hôpitaux) rend tout fonctionnement moderne impossible sans flux énergétique continu.

[26:13](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1573s) Comment compter l'énergie : Joules, kWh et tonnes d'équivalent pétrole

Pour quantifier ces grandeurs dans la suite du cours, Jancovici passe en revue les unités de mesure physiques. Même si le Joule est l'unique unité officielle enseignée aux concours d'entrée comme celui de Mines ParisTech, son utilisation quotidienne conduirait à manipuler des nombres avec un nombre excessif de zéros. Pour rendre les chiffres digestes, on recourt à des unités plus compactes.

Le passage au kilowatt-heure (kWh) permet de supprimer d'emblée six zéros par rapport au Joule ($1\text{ kWh} = 3{,}6\times 10^6\text{ J}$) et correspond aux factures courantes. À l'échelle individuelle, en tenant compte des biens importés (l'énergie grise consommée hors des frontières pour fabriquer les objets « faits ailleurs », comme le smartphone), un Français consomme aujourd'hui environ 60 000 kWh par an, tous usages confondus. Les compagnies énergétiques utilisent quant à elles la tonne équivalent pétrole (tep), qui efface encore quatre zéros supplémentaires. Définie comme l'énergie libérée par la combustion d'une tonne de pétrole d'une qualité moyenne donnée, elle équivaut à environ 11 600 kWh. Jancovici mentionne au passage les unités anglo-saxonnes souvent incompatibles avec le système métrique, ainsi que l'électron-volt pour la physique nucléaire, avant d'introduire une métaphore centrale: « l'équivalent-esclave ».

- **Joule (J)**: unité du Système International, peu pratique à l'échelle macroéconomique en raison de la profusion de zéros. - **Kilowatt-heure (kWh)**: $3{,}6\times 10^6\text{ J}$; consommation moyenne d'un Français: environ 60 000 kWh/an (usages directs et importations inclus). - **Tonne d'équivalent pétrole (tep)**: pouvoir calorifique de référence d'une tonne de pétrole moyen, valant environ 11 600 kWh. - **Équivalent-esclave**: défini comme environ 100 kWh d'énergie mécanique par an.

[28:40](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1720s) La puissance mécanique humaine comparée à un litre de pétrole : la notion d'équivalent-esclave

Afin d'ancrer physiquement la valeur d'un kilowatt-heure mécanique, Jancovici interroge la salle sur l'effort nécessaire pour monter au sommet de la tour Eiffel. Si une personne grimpe l'équivalent de 6,3 fois la tour Eiffel dans sa journée (soit gravir un dénivelé positif d'environ 2 000 mètres), le travail mécanique produit par ses jambes ($E = m \cdot g \cdot h$) n'atteint que 0,5 kWh. C'est l'effort maximal que peut fournir un ouvrier robuste pédalant toute la journée, à l'image du film *Soleil vert* (*Soylent Green*) avec Charlton Heston. Réalisé un jour sur deux (l'équivalent de trois ascensions de la tour Eiffel chaque matin), ce travail musculaire produit à peine 100 kWh d'énergie mécanique sur l'ensemble d'une année de labeur: « Sur un an de travail, la carcasse d'un homme raisonnablement entraîné est capable de fournir environ une centaine de kilowatt-heures d'énergie mécanique si il utilise ses jambes. »

Le constat est encore plus sévère lorsqu'on sollicite le haut du corps. Déplacer 6 mètres cubes de terre à la pelle en une journée (environ 15 tonnes) ne libère que 0,05 kWh de travail mécanique utile: les bras sont dix fois moins puissants que les jambes, totalisant péniblement une dizaine de kWh au bout d'un an de travail quotidien. En face, un simple litre d'essence (vendu autour de 1,60 € à la pompe) contient 10 kWh d'énergie thermique. Brûlé dans un moteur thermique de voiture avec un rendement standard de 20 % à 40 %, ce litre délivre 2 à 4 kWh de travail mécanique pur. Ce rendement modeste ne dépend d'ailleurs pas des ingénieurs motoristes, mais du point de fonctionnement du véhicule sous la conduite de l'automobiliste. Ainsi, un minuscule volume de carburant fossile accomplit instantanément le travail de plusieurs semaines ou mois de labeur humain manuel.

| Type d'effort / Carburant | Énergie mécanique par jour | Énergie mécanique par an | |:--- |:--- |:--- | | **Paire de bras au travail** (terrassement, ~15 t/jour) | ~0,05 kWh | ~10 kWh | | **Paire de jambes au travail** (dénivelé ~2 000 m/jour) | ~0,5 kWh | ~100 kWh (1 « esclave mécanique ») | | **1 litre d'essence** (10 kWh thermiques, moteur 20-40 %) | 2 à 4 kWh mécaniques | — |

[32:27](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1947s) The Economic Imbalance Between Human Labor and Machine Power

Jean-Marc Jancovici highlights the staggering disparity between the physical work a human body can deliver and the work extracted from fuel-powered machines. One liter of gasoline represents the equivalent physical work capacity—the power to alter the physical environment—of 10 to 100 days of strenuous human labor. Translating this physical reality into economic terms reveals why industrial civilization organized itself around fuel. To obtain one kilowatt-hour of mechanical work from human muscle, an employer must pay several hundred to several thousand euros in wages. By contrast, a machine powered by liquid fuel provides the exact same physical service for an operating cost of a few tens of cents, completely ignoring the sunk cost of the hardware.

This dramatic cost divergence explains why automation and mechanization have been systematically pursued across every sector of the modern economy. Whenever a factory worker or assembly-line operator can be substituted with an industrial robot, or an agricultural laborer with a tractor, the economic incentive to do so is overwhelming. By transitioning from human muscle to motorized machinery, the unit cost of modifying the physical world was divided by a factor of hundreds or even thousands.

- 1 liter of gasoline equals the mechanical work of 10 to 100 days of human labor using arms or legs. - Human mechanical work costs roughly several hundred to a few thousand euros per kWh. - Machine mechanical work costs on the order of a few tens of cents per kWh (marginal fuel cost). - Cost reduction factor for physical transformation: roughly divided by 100 to 1,000+.

[34:09](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2049s) The Machine as the Economic Driver Behind the Abolition of Slavery

Expanding on this mechanical substitution, Jancovici argues that the exact same economic calculus drove the historical abolition of slavery. While modern sensibilities rightly view the slave trade as deeply immoral, societies historically engaged in it purely for economic gain. However, holding human beings in bondage carries massive overhead: capturing them against their will, guarding against escapes, suppressing rebellions, providing food, and managing inevitable resistance. Even with minimal subsistence, forced human labor remained 10 to 100 times more expensive than deploying mechanical power.

Unlike human laborers, machines harbor no resentment toward their condition, do not attempt to escape, never unionize or strike, and operate continuously 24 hours a day. Jancovici remarks that societies did not abandon slavery because the human genetic code underwent a moral mutation over the last two or three centuries, but because fossil-fueled machines offered a vastly superior, cheaper, and less troublesome alternative. As he bluntly summarizes: “So, what freed the slaves was oil.”

[35:43](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2143s) Primary Energy vs. Energy Vectors: The Hydrogen Fallacy

Moving to preliminary conceptual conclusions, Jancovici stresses that utilizing energy requires that energy to already exist in a usable, primary state within the environment. Public policy debates frequently suggest transitioning toward hydrogen as an energy source, but Jancovici dismisses this as a fundamental misunderstanding of physics. The universe contains vast quantities of elemental hydrogen, but the most accessible store is the sun, which is impractical to harvest directly. On Earth, hydrogen does not exist freely as a primary fuel; it is chemically bound into water molecules ($H_2O$) or living organic matter.

Harvesting this hydrogen requires breaking chemical bonds through processes like electrolysis, which invariably consumes more external energy than the resulting hydrogen combustion can ever deliver. Consequently, hydrogen is an energy vector, not a primary energy source. Similarly, fuel cells are merely electrochemical engines, not fuel sources. When assessing potential alternatives to existing primary fuels, analysts must strictly evaluate other genuine primary energies—sources naturally occurring and directly extractable from the physical world.

```mermaid flowchart LR accTitle: Primary Energy vs Energy Vectors accDescr: Flowchart illustrating that primary energy comes directly from nature, whereas energy vectors require net external energy input to manufacture.

subgraph Primary["Primary Energy Sources"] Nat["Direct Environmental Stock<br/>(Oil, Coal, Gas, Solar, Wind)"] end

subgraph Vectors["Energy Vectors (Not Sources)"] Elec["Electrolysis of Water"] H2["Hydrogen Molecule (H₂)"] Engine["Fuel Cell / Engine"] end

Nat -->|"Net Energy Input > Output"| Elec Elec --> H2 H2 --> Engine ```

- Primary energy must exist naturally in an unbound or directly usable form in the environment. - Earth’s hydrogen is entirely locked in chemical bonds (e.g., water, hydrocarbons). - Electrolysis requires strictly more energy to produce hydrogen than its subsequent combustion yields. - A fuel cell is an energy converter/engine, not a primary energy source.

[36:52](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2212s) The Myth of "Clean" or "Green" Energy

Because energy serves as the physical metric of material transformation, Jancovici contends that terms such as "green energy," "pink energy," or "black energy" are physical non-sequiturs. Selecting an energy system means choosing a specific category of environmental alteration, complete with its unavoidable trade-offs and physical side effects. Every form of energy becomes destructive and polluting once deployed at sufficient scale.

Jancovici points out that if the surface of the planet were covered entirely with photovoltaic panels, solar power would instantly cease to be benign. In public discourse, an energy source is labeled "clean" solely when its current scale of deployment remains so negligible that its associated environmental damage has not yet become disruptive. Once any extraction method scales up to satisfy industrial demands, massive physical drawbacks emerge: “And choosing an energy means choosing between the disadvantages you want and those you don't want.”

[37:57](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2277s) Nature's Free Gift: Paying Only for Human Labor and Rent

A foundational physical principle that Jancovici emphasizes is that energy in nature is entirely free. While renewable advocates frequently declare that the wind and the sun are free, the exact same reality applies to fossil fuels. No human being or corporation paid nature a single cent to manufacture crude oil inside the Earth's crust millions of years ago.

The monetary cost paid at the pump or on an electricity bill reflects only two components: human labor and economic rents. Buyers pay for the labor of geologists, engineers, and workers—such as graduates who go to work for Total drilling boreholes—and they pay the rent demanded by resource-owning sovereigns who happen to sit atop the deposits. Nature itself never issues an invoice: “You've never seen nature send an invoice to anyone.”

- Energy in nature (sunlight, wind, crude oil, coal) is 100% free of charge. - Financial transactions for energy remunerate exclusively human labor and territorial rents. - Raw resource prices reflect human extraction effort and geopolitical bargaining, not natural manufacturing costs.

[39:23](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2363s) Energy Density, Intermittency, and the Cost Gap Between Wind and Oil

Energy prices are governed by physical constraints rather than raw universal abundance. Cosmic background radiation at 3 Kelvin is omnipresent across the void of space, yet its extreme diffusion renders it impossible to exploit. What dictates the real-world extraction cost of an energy source is its native physical concentration and the height of the physical barriers standing between human extractors and the reservoir. Historically, Edwin Drake struck oil in Titusville by drilling shallow holes, unleashing a hyper-dense, pressurized liquid.

To demonstrate the penalty imposed by low energy density, Jancovici compares wind power to crude oil. A volume of 1,000 cubic meters of air (roughly equivalent to a 10-meter cube, resembling the lecture hall) moving at 80 km/h—a severe southern French mistral or a 45-knot maritime gale—passing through a wind turbine generates an amount of electricity strictly equivalent to burning a mere 3 milliliters of crude oil. Drilling a hole in the Saudi desert to extract 3 milliliters of liquid is vastly simpler and demands far less human labor than manufacturing, erecting, and maintaining massive steel wind turbines to sweep diffuse, low-density air (1.2 kg per cubic meter).

Furthermore, crude oil represents an already concentrated, physical store of energy available on demand at any hour. By contrast, a wind turbine only produces when the weather cooperates; without wind, projectors turn off, subways stop running, parties are canceled, refrigerators cannot chill beer, and electric alarm clocks fail. Overcoming this intermittency requires grid-scale energy storage, which inflates wind electricity costs from 6–8 cents per kilowatt-hour up to several tens of cents per stored kilowatt-hour (a multiplier of 3 to 6). In stark contrast, a stored kilowatt-hour of Saudi crude oil straight from the wellhead costs approximately 0.3 cents—a factor of roughly 100 between diffuse intermittent wind with storage and concentrated natural oil stocks:

| Energy Vector / Source | Physical Density / State | Usability / Reliability | Estimated Marginal Cost per Stored kWh | |:--- |:--- |:--- |:--- | | **Saudi Crude Oil** | Highly concentrated liquid hydrocarbon; pre-existing geological stock. | Dispatchable 24/7; immediate use or transport anywhere, anytime. | ~0.3 euro cents | | **Wind Power (Direct)** | Diffuse kinetic energy (air density: ~1.2 kg/m³). | Intermittent; operates only when wind blows (6–8 cents/kWh unstored). | N/A (unstored) | | **Wind Power (with Storage)** | Diffuse kinetic converted to electricity + chemical/mechanical storage. | Dispatchable via backup systems, multiplying direct costs by 3× to 6×. | Several tens of euro cents |

Jancovici concludes by reminding the students that all current infrastructure for harvesting diffuse renewable flows—including the manufacturing and deployment of wind turbines—is itself built from scratch using abundant, cheap oil.

[44:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2647s) Pourquoi l'humanité a délaissé le renouvelable pour le fossile

L'idée selon laquelle les énergies renouvelables modernes constituent un système autonome et vertueux néglige une réalité matérielle fondamentale: le système actuel n'est pas une boucle fermée. Pour fabriquer une éolienne moderne, il est indispensable de s'appuyer sur une infrastructure industrielle lourde et hautement performante. Cette dernière extrait le cuivre, la bauxite et le minerai de fer des mines, assure la métallurgie en amont, transforme les composants, les achemine sur site et coule des socles massifs en béton. L'intégralité de ce cycle industriel repose sur les combustibles fossiles. Jean-Marc Jancovici souligne avec ironie qu'il n'est absolument pas garanti que le coût de l'électricité éolienne resterait entre 6 et 8 centimes d'euro le kilowattheure si l'ensemble de cette chaîne devait être alimenté uniquement par d'autres éoliennes. Même en bénéficiant du soutien massif des hydrocarbures, il subsiste un rapport de plusieurs dizaines à un facteur cent entre l'énergie investie et le kilowattheure obtenu entre le vent et un puits de pétrole conventionnel facile d'accès.

Historiquement, les sociétés humaines n'ont jamais opéré de transition spontanée du fossile vers le renouvelable; elles ont fait rigoureusement l'inverse. Il y a deux siècles, la marine mondiale était 100 % renouvelable, propulsée par le vent, ce qui imposait d'embarquer des citrons à bord pour prémunir les équipages du scorbut lors de traversées interminables. Pour importer rapidement des t-shirts Zara confectionnés à l'autre bout de la planète, une marine propulsée au fioul lourd s'est révélée incomparablement plus rapide et efficace. De même, les transports à traction animale ou à pied, l'agriculture biologique d'antan, le génie civil à bras d'homme et l'artisanat préindustriel étaient intégralement renouvelables. Or, cette organisation imposait un siècle pour bâtir la cathédrale Notre-Dame, des siècles pour ériger les pyramides d'Égypte, et un labeur agraire épuisant qui empêchait les enfants de paysans d'aller à l'école. Pour Jean-Marc Jancovici: “Précisément parce que les caractéristiques physiques des combustibles fossiles sont supérieures aux caractéristiques physiques des énergies renouvelables, l'Homme, qui est un animal accumulateur, a passé son temps à passer des énergies renouvelables aux combustibles fossiles, pour pouvoir accumuler plus vite.”

L'illusion contemporaine consiste à croire que l'on pourra effectuer le chemin inverse sans toucher au niveau de vie des populations, sous prétexte qu'une promesse politique l'affirme. Jean-Marc Jancovici propose une règle d'évaluation simple face aux affirmations gratuites: “Est-ce que j'accepterais de parier toutes les économies de mes parents sur ce que je suis en train de raconter?” Si le moindre doute persiste, c'est que la démonstration sous-jacente n'est pas solide. Le monde entièrement renouvelable n'est pas une utopie futuriste inconnue, mais précisément le monde de contraintes sévères dont l'humanité s'est extraite au XIXe siècle. Réduire notre empreinte est une nécessité physique, mais il est rigoureusement impossible de maintenir une consommation matérielle constante pour plus de sept milliards d'êtres humains avec ces seules sources.

```mermaid flowchart LR accTitle: Transition historique des énergies renouvelables vers les combustibles fossiles accDescr: Diagramme montrant le passage d'une société renouvelable limitée à une société fossile hautement productive, soulignant l'impossibilité d'un retour à niveau de vie constant. subgraph Passe["Monde préindustriel (100 % renouvelable)"] direction TB R1["Marine à voile<br/>(lente, scorbut)"] R2["Agriculture manuelle<br/>(faible productivité)"] R3["Artisanat et bois<br/>(temps séculaires)"] end

subgraph Moteur["Facteur d'accumulation"] direction TB FOSS["Combustibles fossiles<br/>(Charbon, Pétrole, Gaz)<br/>Densité énergétique massive"] end

subgraph Present["Monde thermo-industriel"] direction TB P1["Marine marchande fioul<br/>(flux mondialisés rapides)"] P2["Tracteurs et chimie<br/>(enfants scolarisés)"] P3["Infrastructures béton/acier<br/>(tours, routes express)"] end

Passe -->|"Recherche d'efficacité physique"| Moteur Moteur -->|"Accélération de la production"| Present Present -.->|"Transition inverse sans baisse de niveau de vie: ILLUSION"| Passe ```

[48:05](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2885s) La puissance des machines modernes : des milliers d'esclaves mécaniques

En passant de la notion d'énergie à celle de puissance, l'ampleur de la démultiplication mécanique apparaît de manière éclatante. La puissance moyenne développée par un être humain au travail se situe entre 10 et 100 watts (soit 0,05 à 0,5 kWh restitué sur une journée d'effort). En comparaison, un tracteur agricole standard ou un engin de chantier développe plusieurs dizaines à une centaine de kilowatts. Une pelleteuse de 100 kW sur un chantier équivaut mécaniquement à plusieurs centaines de paires de jambes ou plusieurs milliers de paires de bras travaillant de concert. Grâce à cet « exosquelette » mécanique offert par l'énergie fossile, la productivité du travailleur agricole a été multipliée par plusieurs centaines sans qu'il ait besoin, tel le dieu Shiva, de développer des dizaines de membres. C'est également cette mécanisation généralisée — incluant cimenteries, camions et grues — qui rend possible la construction d'un logement individuel pour l'équivalent de quelques années de salaire moyen, une réalité inconcevable il y a deux ou trois siècles.

Les moyens de transport et les infrastructures industrielles modernes illustrent ce saut d'échelle vertigineux: - Un camion développe une puissance motrice équivalant au pédalage simultané de plusieurs milliers de personnes à la place du conducteur. - Un avion de ligne fournit une puissance équivalente aux jambes d'un million de cyclistes pour assister le pilote aux commandes. - Un train de laminoir industriel, tel que celui du site sidérurgique d'ArcelorMittal à Fos-sur-Mer, écrase et lamine l'acier avec une force mécanique qu'il serait impossible de reproduire sans mobiliser l'ensemble de la population de l'Île-de-France munie de marteaux. - Un vapocraqueur en pétrochimie remplace à lui seul l'effort de plusieurs millions de bras pour transformer la matière organique.

Jean-Marc Jancovici rappelle ainsi brutalement la dépendance de nos modes de vie à ces flux: “Juste pour remplacer le laminoir de Fos-sur-Mer, si on n'avait pas d'énergie, vous ne seriez pas en train d'écouter ce cours en ce moment, vous seriez en train de taper sur des tôles avec un marteau.” L'énergie n'est rien d'autre que la mesure de cette transformation physique, rendue opérationnelle par des convertisseurs qui ont cessé d'être nos propres corps biologiques pour devenir un gigantesque parc de machines.

[51:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3079s) L'essor continu du charbon et le mur climatique

Historiquement, l'énergie primaire exploitée par l'humanité reposait sur la biomasse. Vers 1860, un être humain consommait en moyenne environ 5 000 kWh de bois par an pour se chauffer, cuisiner, alimenter de petites forges et faire tourner les toutes premières machines à vapeur. L'utilisation massive du bois dans la métallurgie primitive a d'ailleurs représenté un facteur majeur de déforestation sur le continent européen. Depuis le milieu du XIXe siècle, la consommation de bois par habitant a décliné à l'échelle mondiale — c'est la seule énergie dans ce cas —, même si la consommation brute globale est restée significative. Pour pallier la raréfaction du charbon de bois, les sociétés se sont tournées vers la houille, appelée couramment charbon de terre, décuplant ainsi la puissance de la sidérurgie et de l'industrie naissante.

L'analyse des séries statistiques depuis 1860 révèle une réalité contraire aux idées reçues: la quantité de charbon brûlée par habitant sur Terre n'a jamais diminué. Elle s'établit aujourd'hui autour de 5 000 kWh par personne et par an. Le charbon n'a jamais représenté une énergie du passé; il constitue au contraire le socle masqué de la mondialisation moderne. Chaque bien de consommation estampillé « Made in China » est en réalité façonné à partir d'électricité et de chaleur dérivées du charbon, alimentant directement l'empreinte carbone des consommateurs occidentaux.

La structure globale des usages du charbon se décompose de manière très nette: - Les deux tiers (environ 67 %) de la production mondiale de charbon sont brûlés dans des centrales thermiques pour produire de l'électricité. - Environ 10 % sont constitués de charbon à coke (très riche en carbone), indispensable à la réduction du minerai de fer en sidérurgie. - Le solde (environ 23 %) alimente des réseaux de chaleur urbains, le chauffage domestique ou des processus industriels variés.

Tandis que la France débat vivement de ses 60 gigawatts (GW) de puissance nucléaire civile, le parc mondial de centrales à charbon atteint environ 2 000 GW, soit 30 à 40 fois la capacité nucléaire française. Or, respecter l'Accord de Paris et contenir le réchauffement global sous la barre des 2 °C impose une contrainte arithmétique impitoyable: l'intégralité de ces 2 000 GW de centrales à charbon en service dans le monde devra avoir totalement disparu avant que la jeune génération d'étudiants n'atteigne la soixantaine.

[55:28](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3328s) Oil as the Queen of Mobility and the Non-Substitution of Energies

Jean-Marc Jancovici points out an undeniable reality displayed on the global consumption curve: humanity has never replaced one primary energy source with another. Oil did not substitute for coal; rather, per capita oil consumption was purely stacked on top of existing coal consumption. This non-substitution arises because different energy sources perform fundamentally different tasks. Coal powered heavy industry, metallurgy, and early stationary power, whereas oil rapidly established itself as the undisputed master of mobility. Liquid at room temperature and possessing an unmatched energy density per unit volume, oil solved the primary constraint of transport: carrying an autonomous energy supply on board.

```mermaid flowchart LR accTitle: Energy Addition Over Time accDescr: Historical progression showing energy sources being stacked rather than substituting each other. subgraph Stacking["Historical Energy Stacking"] direction TB C["Coal (Industry / Power)"] O["Oil (Transport / Mobility)"] G["Gas & Hydro"] N["Nuclear & Renewables"] C --- O --- G --- N end Stacking --> RES["Result: 20,000 kWh/person/yr<br/>(200 Energy Slaves)"] ```

To illustrate why oil came to dominate the transport sector, Jancovici dispels the misconception that the internal combustion engine is technologically or thermodynamically superior. The first automobile to cross the 100 km/h barrier was actually an electric vehicle (*La Jamais Contente*), and electric motors boast an energy efficiency three to four times higher than internal combustion engines. Despite this intrinsic thermodynamic superiority, oil won completely because electrical storage is heavy and cumbersome, making mobile autonomy far more difficult to achieve with batteries. As a consequence of oil's physical transportability, roughly 98% of all vehicles that roll, fly, or sail worldwide run on petroleum fuels today. As Jean-Marc Jancovici puts it:

> “So, it is not because the oil engine is intrinsically superior that it supplanted the electric motor in the competition that took place a century ago: it is because with electricity you have much more difficulty to take with you the energy that allows you to be autonomous.”

- **Transport reliance:** Today, 98% of everything that rolls, flies, or sails relies on oil products. - **Motor efficiency:** Electric motors have an efficiency 3 to 4 times greater than petroleum engines. - **Historic milestone:** The first automobile to exceed 100 km/h was an electric car.

---

[57:14](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3434s) The Reality of the Oil Shocks: The End of an Expanding World

Turning his attention to the historical break occurring during the 1970s, Jancovici examines the oil shocks. Conventional collective memory remembers these shocks merely as transient financial events: prices skyrocketed, then plummeted back down, leading people to dismiss the episode as a temporary market fluctuation. However, Jancovici stresses that price movements are only "the foam on the surface of the wave." The foundational, physical reality of the oil shocks was a permanent shift in resource availability: it marked the sudden, violent halt to the exponential growth of oil available per person on Earth.

Before the 1970s, global oil supplies were expanding rapidly in both absolute and per capita terms. The shocks shattered that upward trajectory: oil availability per human being leveled off, ceased its climb, and entered a structural plateau before stabilizing and declining. This inflection point signified the close of an era of effortless physical expansion for industrial economies. As Jean-Marc Jancovici summarizes:

> “The major feature of the oil shock is that it is the end of a rapidly expanding world.”

---

[58:15](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3495s) Gas, Nuclear, and the Optical Illusion of New Renewables

Following oil, natural gas entered the global energy system, yet again repeating the pattern of addition rather than substitution. Hydroelectricity and nuclear power were sequentially added to the mix. In modern public discourse, attention has shifted almost exclusively toward "new renewable energies" (predominantly wind and solar). However, Jancovici highlights the dramatic mismatch between the omnipresent media coverage these energies receive and their actual physical footprint in the per capita global energy supply.

Jancovici explains that in generating this chart, he intentionally chose the most generous accounting convention possible for non-thermal electricity: the primary energy equivalent convention. In traditional thermal power plants (Carnot machines burning coal, gas, or fissioning uranium), heat is converted into mechanical work with an efficiency governed by the Carnot formula $1 - T_2 / T_1$, discarding significant waste heat. Under the primary equivalent method, direct electricity from wind, solar, and hydro is scaled up to the amount of thermal energy that would have been required to produce that same electricity in a conventional thermal plant. Even with this generous boost, new renewables represent a sliver of per capita consumption. As Jean-Marc Jancovici observes:

> “Nevertheless, you can see that today, it is something that has much more space in the newspaper's pagination than it does in the actual consumption of energy in the world; and you will soon see that not only is it true in absolute terms, but unfortunately it is also true in terms of dynamics.”

---

[01:00:06](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3606s) The 200 Energy Slaves, Modern Supermen, and Economic Disconnect

Quantifying humanity's physical transformation, Jancovici calculates that the average global citizen mobilizes approximately 20,000 kWh per year of extracorporeal energy through the industrial machine park. Comparing this mechanical output to what human muscles can deliver yields a staggering ratio: each earthling commands the equivalent of roughly 200 mechanical "slaves" working around the clock. In France, where energy use is higher, the multiplier is closer to 600. Modern industrial society has effectively transformed every human being into a real-life Ironman or Superman: while Popeye relied on spinach, modern humanity devours barrels of oil and tons of coal to fuel an external machine exoskeleton consisting of tractors, washing machines, elevators, trains, and rolling mills.

Without machines, sustaining today's material output would require an impossible global population of 1,400 billion individuals. Jancovici contrasts this physical reality with modern economic accounting: while energy drives virtually 100% of physical transformations in the economy, it accounts for only about 3% of monetary expenditures. If financial ledgers accurately mirrored physical laws, energy would cost 200 times more than human wages, and starting salaries would be divided by a factor of 1,000. Under this lens, human workers in industrial production are largely present merely to steer and monitor machines. Furthermore, even a modest citizen, such as a French "Yellow Vest" (*Gilet Jaune*), lives with the physical material luxuries of a historical potentate. As Jean-Marc Jancovici remarks:

> “The material production of humanity today at 7 billion people is equivalent in volume, because of the machines, to what we would have if we had 1400 billion people and no machines.”

- **Extracorporeal energy:** Roughly 20,000 kWh per person per year on average across the globe. - **Muscle power equivalence:** 200 virtual workers per human globally; roughly 600 per person in France. - **Fossil composition:** Dominated by fossil fuels derived from ancient life—Carboniferous ferns for coal, ancient marine microalgae and plankton for oil and gas. - **Economic paradox:** Energy constitutes only ~3% of GDP/costs despite providing over 99% of the mechanical transforming power in the economy.

---

[01:05:48](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3948s) Underground Slaves vs. Ancient Renewables: The Battle for Land Surface

To conclude the comparison between modern fossil-fueled machines and historical energy systems, Jancovici identifies a profound spatial advantage of fossil energy: it frees up the surface of the Earth. Ancient renewable systems—and the draft animals that powered pre-industrial agriculture and transport—demanded massive amounts of fertile soil for feed and grazing. Consequently, societies faced a harsh zero-sum trade-off between land dedicated to producing human food and land dedicated to sustaining the energy systems (draft horses, oxen, firewood) required to farm and move goods.

Modern mechanical slaves, by contrast, feed entirely on resources extracted from the underground. Because their food source lies beneath the crust, they leave the entirety of the planet's surface free for human living space and agriculture. When society attempts to transition back toward renewable energy—such as cultivating energy crops or biofuels—it inevitably reignites these historical land-use conflicts between food production and energy capture. As Jean-Marc Jancovici explains:

> “There, the slaves of modern times, they eat from the underground.”

[01:07:09](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4029s) Orders of Magnitude: Small Gestures vs. Real Energy Consumption

Jean-Marc Jancovici presents a slide illustrating common energy usages converted into equivalent "slave-days." While noting that the underlying graphic is older and some specific figures might have shifted by a factor of two due to efficiency gains, he emphasizes that the fundamental orders of magnitude remain completely valid. The crucial takeaway for the audience is that the vast majority of energy consumed by a Western citizen—and by extension, the fleet of machines operating on their behalf—has nothing to do with domestic lighting or recyclable coffee cups. Addressing the engineering students directly, he stresses that genuine engineering requires rigorous attention to scale:

> “So, since I am going to talk to engineers who are supposed to manipulate orders of magnitude: it is not with small gestures that we avoid big problems.”

Jancovici points out that although small initiatives may serve as an entry point, they can never substitute for confronting core structural issues. He criticizes corporate culture for deliberately blurring orders of magnitude through superficial greenwashing:

> “You hide behind your little finger and say ‘Look! It's fabulous, I put a hive on the roof, I put recyclable cups in the canteen, and then one day per year people will come by bike and...’ No, it doesn't work that way.”

The components of modern lifestyle that truly register on the energy balance sheet are material consumption and transport. When evaluating climate impact, eating habits and housing conditions—specifically the physical surface area occupied, the energy needed to heat or cool it, the annual volume of manufactured goods purchased, and the number of kilometers traveled—vastly outweigh trivial everyday actions such as remembering to switch off a light bulb when leaving a room.

- Heavy-impact activities: annual purchases of manufactured goods, freight and personal transport, diet, and dwelling size/heating. - Negligible-impact activities in comparison: office coffee cups, decorative rooftop beehives, and turning off domestic light switches.

---

[01:09:01](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4141s) Climate Stability, Demographics, and the Energy-Driven Population Boom

Alongside the explosion of per capita consumption, total global population has undergone an unprecedented transformation. Jancovici displays a reconstruction of human population over the past ten millennia. He questions the class on why the historical curve begins roughly ten thousand years ago, explaining that this threshold marks human sedentarization. Exiting the last ice age, humanity entered the warm, remarkably stable interglacial epoch of the Holocene. Under such climatic equilibrium, food resources ceased shifting across geographical zones, enabling human communities to settle permanently. At that time, Earth supported only a few million hunter-gatherers and early farmers.

By the eve of the Industrial Revolution around 1800, global population had gradually reached approximately one billion. Life expectancy at birth was under 30 years—in fact lower in urban centers than in rural areas because dense cities concentrated diseases, bad air, and infant mortality. Over the following two centuries, population growth abandoned its historic rhythm to follow a trajectory closer to a hyperbolic curve than an exponential one, coinciding with a massive surge in per capita resource throughput. Jancovici raises a fundamental question shared by a circle of systems thinkers:

> “And if the question arises as to whether 7 or 8 billion people is not a consequence of abundant energy, then obviously, at that moment, the corollary question arises: from the moment we enter a strong energy decline, do we stay at 8 billion people?”

Without fossil fuels, French cereal yields in the Île-de-France region could never have leaped from 10 to 80 quintals per hectare. Abundant energy made it possible to synthesize nitrogen fertilizers, power farm machinery, transport crops across continents, refrigerate perishable foodstuffs against rot and pests, pump drinking water, and build modern municipal sanitation to flush away deadly epidemics. Consequently, sustaining a population of seven to eight billion people is inextricably tied to massive energy subsidies.

```mermaid flowchart TD accTitle: Fossil Energy and Demographic Expansion accDescr: Flowchart showing how abundant fossil fuels enabled modern agriculture, medicine, and urban systems, driving global population to 8 billion.

subgraph EnergyInput["Primary Energy Input"] A["Abundant Fossil Energy"] end

subgraph SocietalEnablers["Technological & Agricultural Enablers"] B["Agricultural Yields: 10 to 80 q/ha<br/>(Mechanization & Fertilizers)"] C["Sanitation, Drinking Water & Medicine"] D["Cold Chain & Global Food Logistics"] end

subgraph DemographicOutcome["Demographic Result"] E["Historic Decline in Mortality"] F["Global Population: 1B (1800) to 8B Today"] end

A --> B A --> C A --> D B --> E C --> E D --> E E --> F ```

- Cereal yields in Île-de-France rose from ~10 quintals/hectare in pre-industrial times to ~80 quintals/hectare today thanks to fossil energy. - Pre-industrial life expectancy was below 30 years worldwide, with urban areas suffering higher mortality than rural areas due to contagion and sanitary conditions.

---

[01:12:08](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4328s) The Global Machine Park, Non-Linear Systems, and Human Footprint

Multiplying the expanding population by individual energy use reveals the aggregate amount of energy harnessed by human society, which serves as a proxy for the size of the global machinery park. Jancovici explains that because modern engineering made machines significantly more energy-efficient, the growth in primary energy consumption actually represents a conservative lower bound on the expansion of mechanical artifacts. Between his parents' generation and that of his children, global energy consumption grew nearly tenfold, meaning that after factoring in efficiency improvements, the operating machinery park multiplied by a factor of several tens.

He cautions the students against the intellectual trap of inductive reasoning. Physical and ecological systems are intrinsically non-linear, and assuming that past growth trajectories can simply be projected forward into the future is a grave error. The generation of current students will not experience a mechanical continuation of the twentieth century's expansion. Human impact on the biosphere is essentially defined by this energetic flow of physical transformation. While human beings and their energy-fueled machines have multiplied dramatically, the planet itself has remained unchanged at 13,000 kilometers in diameter. Today's environmental crises are not qualitatively distinct from historical ones, but quantitatively unprecedented. Humanity has knocked the Earth system out of equilibrium, leaving no prospect of long-term stability:

> “And, therefore, we have, you have, I essentially have a choice between: I wait for the instability to happen as it wants to happen and I suffer it; or I trigger the instability within the limits of what I can still more or less control.”

- Energy consumption increased by nearly a factor of 10 within two generations, while the machinery park expanded several tens of times due to efficiency gains. - The Earth’s diameter remains fixed at 13,000 kilometers while the human transformational footprint has multiplied exponentially. - Non-linear physical systems invalidate linear extrapolation; future stability is physically impossible, leaving only the choice between managed transition or suffered collapse.

---

[01:15:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4541s) Media Illusion vs. Reality: The Supremacy of Coal and the True Renewable Mix

Jancovici shifts to the concrete data of world energy consumption between 2000 and 2017 to expose the profound divergence between media narratives and physical reality. Despite endless headlines celebrating the rise of wind and solar installations, the three primary energy sources that grew the most across this period—by an overwhelming margin—were fossil fuels, led by coal. Coal consumption grew by more than ten times the growth of solar energy (in primary energy equivalent) and more than five times that of wind power:

> “So, if the newspaper had a pagination reflecting the facts, for an article about solar energy, there should be 15 about coal.”

Looking at the current global energy mix, fossil fuels dominate decisively: oil sits in first place, followed by coal and natural gas. When examining renewable energy alone, the historical and present picture is equally misunderstood. Globally, as well as in France, the dominant renewable sources are not modern wind turbines or solar panels, but traditional biomass (wood) followed by hydroelectricity.

Displaying official French energy statistics published just weeks prior, Jancovici highlights that wood, utilized primarily for thermal heating, and hydroelectric dams, used for power generation, form the overwhelming bulk of France's renewable energy supply. In contrast, wind and particularly solar power occupy a marginal share at the very bottom of the distribution, contradicting public perception shaped by press coverage.

| Energy Source / Category | Global & French Reality (2000–2017 Data) | Media / Public Perception | |:--- |:--- |:--- | | **Coal** | Largest absolute growth of any fuel since 2000; dominates world power generation | Regarded as an obsolete 19th-century fuel | | **Fossil Fuels (Oil, Coal, Gas)** | Supply the overwhelming majority of primary energy worldwide | Seen as actively being replaced | | **Biomass (Wood)** | Largest single renewable energy source in France (primarily for heating) | Largely ignored in energy transition headlines | | **Hydroelectricity** | Second-largest renewable contributor globally and in France | Rarely discussed compared to modern intermittents | | **Solar & Wind** | Minor fraction of primary energy; coal added >10x more energy than solar since 2000 | Heavily over-represented in press and public discourse |

[01:17:51](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4671s) Renewable Energy Context and Break

Jean-Marc Jancovici wraps up the previous discussion on the French energy mix by summarizing the minor contribution of renewable energies relative to national demand. Looking at the data expressed in millions of tons of oil equivalent (Mtoe), renewable energies—comprising heat pumps, wood, waste, and other sources—fill only a modest sliver against total French consumption, which sits at roughly 250 Mtoe. Putting these figures into visual perspective illustrates just how small their share remains within the overall domestic energy balance. Before moving into the economics of energy, Jancovici pauses the lecture, telling the students: “Take the opportunity to chat a lot at that time: but five minutes, not a quarter of an hour.”

[01:18:23](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4703s) Oil Prices in Constant Currency vs. Supply Abundance

Restarting the session, Jancovici addresses a core economic tenet: the assumption that market prices directly mirror resource abundance or scarcity. Common wisdom holds that as a resource becomes scarce, its price must climb steeply, whereas abundant resources should see their prices collapse. Because oil acts as the benchmark that dictates or heavily influences the pricing of virtually all other primary energy sources, Jancovici examines a historical chart of crude oil prices in constant (inflation-adjusted) currency spanning a century and a half.

Contrary to conventional economic models, the long-term trend reveals that for roughly an entire century, the real price of crude oil remained rigorously flat, regardless of how drastically global extraction volumes expanded. Price spikes occur only during sharp inflection points or shocks—moments characterized by an abrupt variation in the derivative of production, where output growth decelerates suddenly—after which prices typically drop back toward baseline levels. Jancovici stresses that this historical evidence contradicts classical assumptions, noting: “So the idea that the price of oil is something that follows the abundance of supply is not confirmed by this graph that you see here.”

- Over a 150-year horizon, oil prices in constant currency remained virtually flat for a century despite exponential growth in extraction volume. - Price surges occurred during sudden structural shocks (steep derivative changes in supply), followed by declines back toward historical baselines. - The market price of crude oil does not steadily decline as supply grows, nor does it smoothly track physical abundance.

[01:19:53](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4793s) The True Price of Energy: Working Time, "Ironman", and the Yellow Vests

```mermaid flowchart LR accTitle: Evolution of Energy Affordability and Labor Transformation accDescr: Flow showing how oil costs divided by wage gains and machine efficiency multiplied human physical power, leading to environmental impacts and social perceptions. subgraph CostEfficiency["Energy Cost & Labor"] A["150 Years of History"] --> B["Price of Oil / Wage<br/>(Divided by 15–20)"] B --> C["Machine Efficiency Gains"] C --> D["Cost per kWh Mechanical Work<br/>(Divided by 50–100)"] end subgraph HumanPower["Physical Amplification"] D --> E["Equivalent of 200 'Slaves'<br/>per Person ('Ironman')"] E --> F["Environmental Strain:<br/>Biodiversity Loss & Pollution"] end subgraph PublicPerception["Modern Perception"] B --> G["Real Energy Cost Near All-Time Lows"] G --> H["Yellow Vests Tension:<br/>Nominal 1.50 €/L vs. Real Purchasing Power"] end ```

To establish the genuine economic cost of energy, Jancovici argues that monetary units are fundamentally misleading; the only truly incompressible benchmark across human history is the 24 hours in a day. The real price of any commodity is therefore the quantity of human labor required to purchase it—measured in minutes of working time, or market price divided by average income (GDP per capita). When viewed through this lens, the price of a barrel of oil relative to human earnings dropped by a factor of 15 to 20 over the past century. Concurrently, machine efficiency improved substantially, resulting in the cost of a kilowatt-hour of mechanical work being divided by a factor of 50 to 100.

This dramatic collapse in mechanical energy costs corresponds precisely to the transition from manual human labor to fossil-fueled industrialization, effectively granting each modern individual the physical working capacity of roughly 200 "slave-equivalents." Jancovici highlights the magnitude of this shift: “So, basically, no matter how you look at the problem, the transition from renewable civilization to fossil civilization has been the appearance of Superman or Ironman for each of us, with a multiplication by an order of magnitude of a hundred or several hundreds of our capacity for action on the environment.” However, this immense capacity for physical transformation inevitably scales up negative externalities by identical orders of magnitude, causing extensive land conversion, loss of biodiversity, and vast emissions of industrial pollutants. Turning to modern social movements, Jancovici points out that despite public outrage over gasoline reaching 1.50 € per liter, energy relative to average French wages has rarely been cheaper in history, even if specific groups such as the Yellow Vests (*Gilets jaunes*) experience localized hardship because individual situations vary from the national statistical average.

- In terms of working time, the real price of a barrel of oil fell by a factor of 15 to 20 over a century. - Combined with engine and machine efficiency improvements, mechanical energy costs fell by a factor of 50 to 100. - Each person in an industrialized nation commands an energetic equivalent of roughly 200 human workers. - Although nominal pump prices spark public unrest, energy expenditures relative to average wages are near historic lows.

[01:22:28](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4948s) The Two-Century Transformation of Agricultural Labor

Abundant energy fundamentally restructured human society, shifting the vast majority of the population away from manual primary production toward urban service-sector jobs. Analyzing a two-century historical series tracking French employment across agriculture (green), manufacturing/crafts (black), and services (blue), Jancovici warns that examining truncated timeframes leads to fundamental misinterpretations. Two hundred years ago, two-thirds of the French labor force worked in agriculture. A simple mathematical deduction reveals that agricultural labor productivity was roughly 1.5: every farmer produced only enough food to nourish themselves plus half an extra person.

Between 1800 and 1850, individual farmer productivity barely changed. Because the population grew, the only way to produce more food was to clear land, driving French forest cover down to a historic low of just 15% by 1850 (compared to around 25% today), leaving forests almost exclusively in steep mountainous terrains unsuitable for farming. From the mid-19th century onward, metallurgy and early industry began supplying agricultural auxiliaries—such as horse collars, iron ploughs, and eventually horse-drawn combine harvesters—gradually freeing farm laborers to enter other sectors. The true technological rupture arrived after World War II with American imports of tractors and synthetic fertilizers. Jancovici underscores this post-war revolution: “Thanks to what, as I said earlier but I will repeat it again: the cereal yield in Beauce, for example, increased by a factor of 6 and 8 between 1945 and 1975.”

- Two centuries ago, two-thirds of the French working population were farmers, with each farmer feeding only 1.5 people. - Forest cover in France hit an all-time low of 15% around 1850 due to land clearing for agriculture before recovering to 25% today. - Early mechanization (forges, trait collars, horse-drawn equipment) initiated the gradual displacement of agricultural labor. - Between 1945 and 1975, the adoption of motorized tractors and chemical fertilizers boosted cereal yields in the Beauce region by a factor of 6 to 8.

[01:26:40](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5200s) Industrial Employment: The Horse Race Between Machine Size and Energy Flow

The labor shed by agriculture migrated into manufacturing, factories, and artisan crafts. During the post-war boom (*Les Trente Glorieuses*), an expanding supply of energy allowed society to deploy an ever-increasing fleet of machinery—assembly lines, jackhammers, and construction cranes—all requiring human operators. Industrial employment grew because the growth rate of available energy per capita outpaced the growth rate of individual machine sizes. Jancovici describes this dynamic as a horse race: as long as energy supplies grew faster than unit machine capacity, the total machine stock multiplied, creating an increasing number of industrial driving and operating jobs.

Following the 1970s oil shocks, however, this balance inverted. Available energy per person plateaued, while individual machines continued to expand in scale, speed, and automation. Consequently, fewer operators were needed to run ever-larger apparatuses, causing industrial employment to decline even as overall physical output continued to expand. Addressing common misconceptions about de-industrialization, Jancovici highlights: “Industrial production in France doubled between 1974 and 2007.” Rather than producing less physical output, French industry altered its product mix—manufacturing fewer socks and more airplanes—while substituting machine scale for human labor.

- During *Les Trente Glorieuses*, the per capita energy supply expanded faster than the unit size of machines, driving net job creation in manufacturing. - After the 1970s oil shocks, per capita energy growth stalled while machine unit size kept expanding, shrinking industrial headcount. - French industrial output did not collapse after 1974; it doubled between 1974 and 2007 through higher mechanization and higher-value production.

[01:28:30](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5310s) Physical Flows and the Myth of the Dematerialized Service Economy

Jean-Marc Jancovici explains how the structural evolution of employment relates directly to physical machines and energy flows. Even after per capita energy supplies ceased growing, the unitary size of industrial machines continued to expand. This allowed industry to cut payroll while operating larger units that collectively produced greater output. As direct industrial headcount shrank, employment shifted overwhelmingly into the service sector—a domain that remains strictly subordinate to the underlying physical world. Jancovici debunks the prevailing belief that a service-dominated economy is “dematerialized.” A teacher cannot function without physical buildings, transport networks to move students, and manufactured tools ranging from historical paper books to modern computers. A doctor is completely dependent on pharmaceuticals, physical hospitals, and heavy diagnostic imaging machinery. Similarly, an entire ecosystem of service jobs—bankers granting auto loans, insurance brokers, driving school instructors, and traffic police—vanishes entirely if there are no physical cars rolling off assembly lines.

```mermaid flowchart TD accTitle: Dependency of Service Jobs on Physical Flows accDescr: Diagram showing how upstream industrial flows support downstream service sector jobs using the automobile as an example. subgraph PhysicalFlows["Underlying Physical Flow"] M["Vehicle Manufacturing"] end subgraph ServiceJobs["Subordinate Service Sector"] B["Auto Loans & Banking"] I["Vehicle Insurance"] D["Driving School Instruction"] P["Traffic Law Enforcement"] end M --> B M --> I M --> D M --> P ```

Because services exist primarily to organize, sell, transport, and support physical goods, service sector jobs expanded precisely because industrial production was growing. However, when European industrial output plateaued around 2007, service employment began facing severe constraints as well. This dynamic also explains the emergence of structural unemployment following the 1970s oil shocks. Because overall energy per person stopped rising, labor productivity—which Jancovici defines as the addition of machine power to human labor—could no longer advance rapidly. Existing industrial jobs were already too productive to employ everyone in a slowing economy. Faced with this ceiling, societies had to decide how to allocate work when the only mathematical way to achieve full employment was to lower output per worker. Jancovici contrasts the French model, which refused to lower labor productivity and instead generated structural unemployment, with Anglo-Saxon and liberal economies (such as the United Kingdom, Germany, and the United States) that absorbed workers into poorly paid, low-qualification, part-time "odd jobs."

As Jean-Marc Jancovici summarizes: “A world rich in service jobs is a world in which there are a lot of flows to manage and that's why you need a lot of people to take care of it.”

- Direct industrial employment declined as individual machine sizes grew, allowing fewer operators to generate more volume. - Service jobs depend entirely on underlying physical infrastructure and manufactured artifacts. - Post-1973 labor productivity slowed down because energy per capita stopped climbing. - “In other words, from the oil shocks, we are entering a time when the only way to give everyone a job is to reduce people's productivity at work,” states Jancovici regarding the structural divergence between French unemployment and Anglo-American low-wage mini-jobs.

---

[01:32:10](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5530s) Machine Infusion, Rural Exodus, and Global Agricultural Employment

To prove that employment structures are strictly dictated by energy and machines rather than cultural choices, Jancovici presents static and dynamic datasets from the World Bank covering roughly 250 countries. Plotting the amount of energy used per person (representing the average number of machines per inhabitant) against the share of the active population working in agriculture reveals an unmistakable, universal inverse relationship. Countries with high energy consumption systematically employ only a tiny fraction of their population on farms, whereas low-energy societies remain overwhelmingly agrarian.

Looking at historical time series from 1991 to 2014, global average data confirms the exact same trend: rising per capita carbon dioxide emissions—the direct trace of fossil-fueled machines—track a relentless drop in agricultural employment. Jancovici highlights that this is not unique to early industrializers; emerging powers such as China, India, and Brazil follow the exact same path. Injecting fossil energy into a rural economy inevitably replaces human muscles with tractors and combine harvesters, systematically driving a rural exodus across every geography.

As Jean-Marc Jancovici puts it: “Tell me how much energy there is per person in the country and I'll tell you what fraction of the working population works in agriculture.”

- World Bank cross-country data proves an inverse correlation between per capita energy use (machine density) and agricultural employment share. - Global data from 1991 to 2014 shows that rising CO2 emissions per capita consistently correspond to a declining farm workforce. - The mechanization of agriculture mechanistically creates rural exodus regardless of national culture or geography.

---

[01:33:28](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5608s) Meat on Energy Infusion and the Real Cost of Supermarket Food

Surging agricultural productivity dramatically altered human diets by enabling massive animal consumption. Eating animals requires vast surface areas of crops to feed livestock: roughly 80% of all agricultural land in Western countries (and 80% of what grows in France) is dedicated to livestock feed, including all permanent meadows, almost all field corn (aside from minor sweet-corn brands), half of all wheat, and nearly the entirety of global soybean production. Historically, diets were dominated by cereals and onions—which Jancovici jokingly notes gave our ancestors chronic bad breath. As machine-driven energy increased, populations progressed to animal products like eggs, then end-of-life egg-laying hens (the classic *poule au pot* championed by King Henry IV, which was essentially culled waste), followed by broiler chickens, pigs, and finally dedicated beef cattle. Raising cattle purely for meat represents an extreme thermodynamic luxury that can only exist under massive, continuous fossil fuel infusion, with the United States serving as the prime archetype.

Because machines lowered production costs, the share of household income spent on food collapsed over the past century. Using American historical data, Jancovici notes that a century ago, households spent roughly 25% of their budget on food, consisting primarily of raw farm goods prepared at home by homemakers ("Mrs. Michu"). Today, by contrast, 80% of French food purchases happen in supermarkets, where consumers are paying for services rather than actual agricultural calories. A supermarket receipt covers cashier salaries, self-checkout software engineers, warehouse rent, logistics companies like Volvo Trucks, and advertising agencies like Publicis. The raw agricultural product accounts for only a third of the shelf price in the best cases, and as little as 3% in processed goods.

To illustrate, Jancovici walks the class through the arithmetic of standard non-organic eggs: a six-pack costs roughly €1.50 at retail (25 cents per egg), while the farmer receives a mere 6 to 7 cents at the farm gate—a fourfold markup for an item that undergoes zero physical transformation. In a café, an omelet made of three eggs (75 cents worth of farm produce) sells for €5 to €6, introducing a tenfold markup. In real terms, the actual cost of agricultural food has fallen by a factor of roughly twenty over a century, while modern transport modes layered on top of this system consume ever more energy per kilometer, culminating in commercial aviation.

As Jean-Marc Jancovici emphasizes: “Being able to raise cows just to eat them is something that is the hallmark of a country under energy infusion.”

- Roughly 80% of crops and land in France and Western nations are devoted to feeding livestock rather than humans directly. - The historical dietary shift moved from cereals/onions to eggs, culled laying hens, broilers, pork, and finally beef cattle. - Food dropped from 25% of household budgets a century ago to a minor fraction today, with the real agricultural price dropping by roughly a factor of 20. - Raw farmgate eggs cost 6–7 cents, retail at 25 cents in supermarkets (a factor of 4 markup without processing), and sell for €5–€6 as a café omelet (a factor of 10 markup). - Modern transport systems exhibit progressively higher energy consumption per kilometer as they modernize, with aviation being the most energy-intensive per person.

[01:39:18](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5958s) The Evolving Role of Transport and Energy Intensity per Kilometer

Jean-Marc Jancovici opens a parenthesis on the concept of inhomogeneities in long time series: over time, objects often drift away from their original primary function. A car today is no longer merely a mechanical instrument of mobility; it serves as a private, mobile living room that an individual can drive right up to their office doorstep, while doubling as a prominent status symbol. Looking at conceptual concepts like the autonomous connected car imagined "by IKEA," Jancovici asks rhetorically whether such an object is still a car, a living room on wheels, or simply a computer that happens to transport passengers incidentally.

Returning to the primary function of physical movement, Jancovici highlights a historical paradox of technical progress: the more modern a transportation mode is, the more energy it consumes per kilometer traveled. A passenger car burns less fuel than an airplane, but significantly more than a train; a train consumes more than a bus, which in turn consumes more than a bicycle. Plotting energy consumption per passenger-kilometer (measured in grams of oil equivalent) reveals a steady upward climb as modes modernize. Because road transport dominates passenger-kilometers traveled annually, it claims the largest overall share of transport energy. As Jancovici points out, the general direction of history has been to replace frugal modes with increasingly energy-hungry ones simply because society had ever-increasing amounts of energy at its disposal.

> “And I repeat, therefore, the way of History is to move from economical to less economical means, because there was more and more energy available per person.”

- **Modal energy intensity ranking**: Train < Bus < Car < Plane. - **Consumption metric**: Expressed in grams of oil equivalent per passenger-kilometer. - **Dominance**: Road transportation represents the vast majority of traveler-kilometers and aggregate energy consumption.

[01:42:03](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6123s) Flying, Historical Mobility, and the Dominance of the Automobile

Jancovici conducts an informal poll of the lecture hall, asking how many students have never flown on an airplane. Only two hands go up. He remarks that asking that same question in 1950 would have required reversing the phrasing to find out who *had* flown, which would likely have produced only two hands. For the students' demographic and socio-professional bracket, flying has become as routine as breathing, yet Jancovici cautions that this is an exceptionally recent anomaly fueled by gargantuan energy expenditures. A single round trip from Paris to New York burns roughly 400 to 500 liters of oil per passenger—an entire bathtub of crude, roughly equal to an individual's entire annual automotive fuel consumption. He quips that by 2060, Mines ParisTech's international programs might look less like flights to Kuala Lumpur or China and more like night trains to Sweden, or a month-long voyage on a semi-sailing ship to create lasting memories.

Looking back across two centuries on a logarithmic scale of kilometers traveled per person per day, Jancovici notes that roughly two hundred years ago, the average human journey was just 3 kilometers per day on foot. Peasants—who made up the bulk of the population—simply walked between their farmhouses and nearby fields, orchards, or meadows, spending their entire lives without ever traveling more than a few hundred kilometers away. Horses represented the only faster daily alternative before the rise of the railroad, which was subsequently eclipsed by the private automobile. The pivotal historical crossover where cars replaced walking as the dominant global mode of passenger transport occurred as recently as the 1950s.

> “So my parents, who were already born at that time, were born in a world in which the dominant mode of transportation for the population as a whole was walking.”

- **Transatlantic flight energy cost**: 400 to 500 liters of oil per passenger for a Paris–New York round trip (comparable to a year of private car usage). - **Historic baseline**: 3 km per person per day on foot two centuries ago. - **Tipping point**: Automobiles surpassed walking as the dominant mode in passenger-kilometers per day during the 1950s.

[01:45:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6319s) Urbanization, Industrial Efficiency, and Energy-Driven Urban Sprawl

The mechanization of agriculture drastically reduced the need for rural labor, funneling former peasants into cities where industrial manufacturing and tertiary services could be concentrated. Historically, cities developed as compact discs around centralized hubs of physical and social exchange: the marketplace for trading goods, the church for sharing moral beliefs, the town hall for civic governance, and the school for exchanging knowledge. Compactness minimized the energy required for foot and horse travel. As fossil energy became abundant, it reshaped the economic geography: factories grouped hundreds of craftsmen together under one roof as specialized industrial workers, far outstripping the efficiency of isolated artisans. With transport costs falling toward negligible levels, supply chains hyper-specialized further across distant sites, leading to contemporary logistics where truck cabins are manufactured in one facility and hauled unpainted to another purely for coating.

This structural shift in employment directly links energy consumption to urbanization rates worldwide. In 1960, slightly over 30% of the world's population lived in cities, corresponding to an average fossil carbon footprint of about 3 tons of CO2 per person; today, as average energy use has pushed emissions to 5 tons of CO2 per capita, urban dwellers constitute nearly two-thirds of humanity. Abundant transport energy also allowed cities to break out of their compact boundaries. While the dense, contiguous blocks of Haussmannian Paris represent the pinnacle of walkable, low-energy urban compactness without relying on high-rise towers, the personal automobile enabled sprawling metropolitan areas like Los Angeles. In Los Angeles, urban exchanges span diameters of 100 to 150 kilometers while preserving typical one-hour travel times. Jancovici illustrates this transition by displaying commute-distance maps of the Île-de-France region from 1975, showing how historically short, walkable trips from home to work expanded outward as mechanized transport took hold.

> “More energy, I repeat, distorts the structure of employment in the way I mentioned earlier and the jobs that appear are most effective if you increase the size of cities.”

```mermaid flowchart TD accTitle: Energy Abundance and Urban Evolution accDescr: Flowchart illustrating how energy abundance transformed labor structure and urban morphology from dense walkable cities to automobile sprawl.

subgraph EnergyInput["Energy Driver"] E["Abundant Fossil Energy"] end

subgraph LaborShift["Labor Transformation"] A["Mechanized Agriculture"] -->|"Frees rural labor"| B["Factory Concentration"] B -->|"Replaces scattered craftsmen"| C["Hyper-Specialized Industry & Services"] end

subgraph UrbanForm["Urban Morphology"] D["Traditional Compact Disc<br>(Walkable, Haussmannian)"] F["Automobile Sprawl<br>(Los Angeles Model, 100-150 km)"] end

E --> LaborShift E -->|"Mechanized Transport"| F C -->|"Concentrates Population"| D D -->|"Transport Energy Surplus"| F ```

- **Global urbanization vs. emissions**: Urban share grew from just over 30% in 1960 (at ~3 tons of CO2/person) to nearly two-thirds of the world population today (at ~5 tons of CO2/person). - **Haussmannian compactness**: Achieves world-leading density without high-rise towers because buildings share party walls and eliminate dead space between structures. - **Car-enabled sprawl**: Cities like Los Angeles maintain roughly one-hour commute times despite expanding across 100 to 150 kilometers in diameter.

[01:50:31](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6631s) Urban Sprawl, Commuting, and Why Energy Enables Divorce

Jean-Marc Jancovici traces the territorial transformation of society from a world where people walked to their agricultural fields to the situation in the early 2000s. The former agricultural population has shifted en masse into urban and peri-urban areas, taking up jobs in industry and services. Because these sectors require complex travel networks and peri-urban zones lack public transit—and, as Jancovici bluntly notes, never will have it—workers are forced to rely entirely on personal cars, producing massive commuting distances between homes and workplaces. He dryly points out the disconnect in public planning: building infrastructure like the Grand Paris Express metro system will do absolutely nothing to solve the problems of these outer peri-urban commuters, since it is laid down in dense areas where alternatives already exist.

```mermaid flowchart TD accTitle: Energy Abundance and the Transformation of Housing accDescr: Diagram showing how abundant energy drives urban sprawl, increases per capita floor space, and enables household division like divorce.

subgraph Territorial["Spatial Shifts"] A["Fossil Fuels & Cars"] --> B["Peri-urban Commuting"] B --> C["Long-distance Car Dependency"] end

subgraph Domestic["Housing Evolution"] A --> D["Construction Energy"] D --> E["Larger Surface per Dwelling"] E --> F["Fewer Inhabitants per Home"] F --> G["Material Feasibility of Divorce"] end ```

Beyond daily mobility, cheap energy has profoundly altered residential life by expanding the housing stock far faster than population growth. Around the era of the 1970s oil shocks, an average French residence was 77 square meters and housed nearly three people; today, an average home is significantly larger yet houses barely over two people. This physical expansion directly underlies major social changes. Jancovici remarks with characteristic irony: “Because, to divorce, you have to have 2 dwellings where you only had one. Otherwise it's not called a divorce. It's called domestic disputes, but it's not called a divorce.” A legal and physical separation requires the material and energetic capacity to house both partners separately, making divorce one of the primary drivers inflating housing demand in contemporary France.

- **Commuting mismatch:** Suburban and rural workers are structurally dependent on cars; projects like the Grand Paris metro bypass the low-density peri-urban zones that need transport solutions the most. - **Housing density collapse:** The average dwelling size in France grew beyond 77 m², while average occupancy dropped from nearly 3 people during the 1970s oil crises to just over 2 today. - **Demographic demand:** Household splintering through divorce represents perhaps the single greatest upward pressure on residential construction and square footage demand.

---

[01:52:14](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6734s) The Myth of the "Clean" Service Economy and Digital Dematerialization

Addressing a widespread economic belief, Jancovici presents data examining the correlation between tertiary employment and carbon footprints. A common claim among economists and politicians is that transitioning from heavy manufacturing to a service-based economy will organically decarbonize society. However, empirical data shows the exact opposite: plotting per capita carbon dioxide emissions against the share of service-sector jobs reveals that higher service employment correlates with higher per capita emissions. Whether observed statically across nations or dynamically between 1991 and 2014, tertiary-heavy economies inevitably consume massive quantities of energy to support their physical infrastructure, transport networks, and commercial operations.

A parallel misconception exists regarding the digital economy and the belief that circulating information can substitute for the physical movement of people and freight. Jancovici stresses that historical data shows transport volumes—both freight hauled by trucks and passenger travel—grow in lockstep with information flows rather than declining. The macroscopic reality contradicts the idea of digital dematerialization: “So, today, on a macroscopic scale, to say that to circulate more information would allow us to circulate fewer people or fewer goods, that is not true.” Simply accelerating data transfer does not eliminate the physical requirements of modern logistical and human transport.

- **Tertiary emissions reality:** Worldwide data from 1991 to 2014 confirms that per capita $\text{CO}_2$ emissions increase alongside the percentage of the workforce employed in services. - **Concomitant growth:** Telecommunications and physical mobility expand together; telecommunications optimize and expand supply chains rather than substituting for physical shipping.

---

[01:53:55](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6835s) Spatial Restructuring Across Nations and Geographical Exceptions

The influx of massive quantities of energy fundamentally restructured the geography of every industrialized country. Across the world, populations migrated from densely settled rural countrysides to concentrated, sprawling urban agglomerations, leaving the countryside largely depopulated. Jancovici highlights that this spatial trajectory—suburban sprawl, peripheral housing developments, and car-dependent retail—is uniform across every country that gained access to abundant energy, with deviations occurring only when harsh physical geography prevented it.

To illustrate this constraint, Jancovici points to Switzerland. Swiss urban centers expanded economically and demographically, but they could not sprawl horizontally across the landscape in the manner of French or American suburbs. Because many Swiss cities sit on valley floors, horizontal expansion would require building upward onto steep mountain slopes. While small chalets were built along the hillsides, mass suburbanization was mechanically throttled: “So, the countries, once again, that have not followed this evolution, it is because they have had a physical barrier that prevented them from following it.” It is virtually impossible to construct massive hypermarkets with sprawling ground-level parking lots on mountainous terraces, demonstrating how topography can override the sprawling tendencies of cheap fuel.

- **Universal territorial pattern:** Access to cheap energy invariably empties rural agricultural areas and fuels horizontal urban sprawl unless constrained by natural barriers. - **The Swiss counter-example:** Mountain valley topography physically prevented the construction of American-style peripheral shopping centers and low-density tract housing.

---

[01:55:02](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6902s) Free Time as a Machine-Made Luxury: The Carbon Price of Tourism

Jancovici turns to another unseen consequence of energy abundance: the creation of free time. Because fossil-fueled machines handle the physical labor required for human survival, societies have been able to delay entry into the workforce with lengthy schooling, establish funded retirements, implement weekends, pass paid vacation laws, and reduce the work week to 35 hours. Jancovici warns the students that this historical anomaly should not be taken for granted: “In a world with limited energy, it is not the increase in well-managed free time that will apply.”

```mermaid flowchart LR accTitle: The Energy Spectrum of Leisure and Tourism accDescr: Flowchart contrasting low-energy vacation modes from the mid-20th century with high-energy modern aviation tourism.

subgraph LowEnergy["Low-Energy Leisure (Historical)"] A1["Bicycle / Train"] --> B1["Camping Tent"] B1 --> C1["Minimal Fossil Footprint"] end

subgraph HighEnergy["High-Energy Leisure (Modern)"] A2["Aviation / SUV"] --> B2["Short-stay Hotels / Heated Ski Chalets"] B2 --> C2["Massive Carbon Footprint"] end ```

To demonstrate how free time consumes energy, Jancovici details an accounting exercise he conducted measuring the greenhouse gas emissions associated with different holiday formats. His model accounts for initial travel (train, automobile, commercial flight), lodging manufacturing (tents, caravans, or new construction, joking that staying at an inherited property from an old mother-in-law carries zero construction penalty), on-site mobility, and winter sports heating (noting that skiing is difficult in hot weather, so ski chalets require substantial fuel oil heating). The contrast is stark: the original forms of leisure that emerged with the first paid holidays—taking a train or bicycle to camp in a tent—involve trivial energy, whereas modern long-distance tourism—flying thousands of miles for a weekend hotel stay—is the most energy-intensive activity per unit of time. This dynamic has sparked early cultural pushback in Scandinavia, such as the Swedish movement known as *flygskam* (flight shame), rooted in higher regional environmental awareness.

- **Machine-enabled leisure:** Extended education, old-age retirement, weekends, paid holidays, and the 35-hour workweek exist solely because mechanical energy replaced human manual labor. - **Tourism footprint extremes:** Weekend fly-in city breaks generate orders of magnitude more fossil consumption than domestic train-and-camping holidays. - **Skiing emissions:** Winter mountain vacations carry a hidden carbon premium because alpine accommodations are heavily reliant on fuel-oil heating systems. - **Flygskam:** Sweden became an early adopter of flight reduction due to cultural and geographical sensitivities, causing early measurable drops in passenger flight counts.

---

[01:58:31](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7111s) The Real Cost of Flight, Petrochemicals as Matter, and Household Appliances

Jancovici reiterates an economic principle: the true cost of any good or service is best measured not in arbitrary paper currency, but in the hours of human labor required to purchase it. Over the past several decades, the price of airline tickets expressed in working hours has collapsed. This dramatic decline is simply another reflection of energy abundance; an average worker can now purchase an immense quantity of mechanical work and fossil fuel with just a few hours of labor.

Mechanical power manufactures the everyday physical world—from lecture hall desks and chairs to clothing, spectacles, scissors, cosmetics, and the digital infrastructure streaming Netflix films. Crucially, fossil fuels serve not only as an energy source to drive industrial equipment, but also as the primary physical feedstock for the petrochemical industry. Jancovici emphasizes that petroleum and natural gas are the structural backbone of synthetic materials: “So, oil today is not only something that drives a machine, it is also the basis of organic chemistry to produce all the products that surround us.”

He cites a demonstration by American researchers who attempted to remove every product derived from petroleum from an ordinary house: the dwelling was left completely bare. Doing the job properly required stripping varnish from wooden floors, taking down curtains and curtain rods, scraping synthetic paint off the walls, and eliminating virtually all furniture and finishes. Once manufactured, these objects frequently require ongoing power supplies. Jancovici concludes by showing the saturation of domestic household appliances—such as refrigerators, freezers, and washing machines—which have become ubiquitous across households, locking society into a perpetual baseline of everyday electricity and fuel consumption.

- **Aviation affordability:** Measured in human work hours, the price of air travel has plummeted over recent decades due to cheap oil and high-efficiency turbines. - **Non-energy petroleum uses:** Fossil hydrocarbons act as primary chemical inputs for organic chemistry, plastics, solvents, synthetic textiles, paints, and protective coatings. - **Domestic appliance saturation:** Modern homes across the developed world have reached near-total saturation of powered appliances (refrigerators, washing machines), embedding constant energy demand into daily domestic survival.

[02:01:15](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7275s) The Energy Cost of Modern Lifestyle, Equipment, and Institutions

Every modern manufactured object requires energy to produce, and many of them—from home appliances to the lawnmower—continue to consume energy throughout their operating lives. Equipment rates have climbed relentlessly, but the growth in energy consumption is also driven by evolving social structures. Divorce, for instance, serves as a striking example of structural energy inflation. When a couple separates, living arrangements duplicate: two dwellings are needed instead of one, expanding total occupied floor area and the energy required for heating and maintenance. New homes must be built, consuming materials and industrial energy, and they must be furnished twice over. While not every household item doubles, many essentials do: two beds, two sinks, two stovetops, and two sets of furniture must now be manufactured. Furthermore, if children are involved, custody arrangements mandate recurring travel back and forth between two distinct homes, adding significant transport fuel to the ledger.

```mermaid flowchart TD accTitle: Physical Model of Productive Transformation accDescr: Diagram illustrating how natural resources and energy undergo transformation to produce goods, capital, depletion, and pollution.

subgraph Inputs ["Earth's Free Endowment"] NR["Non-Renewable Stocks<br>(Ores, fossil fuels)"] R["Renewable Stocks<br>(Solar, biomass, fish)"] end

subgraph Process ["Human Transformation Flow"] E["Energy & Machines<br>(Exogenous work)"] L["Human Labor & Brains"] K["Capital<br>(Accumulated tools)"] T["Transformation Process<br>(Physical work)"] end

subgraph Outputs ["Outcomes"] G["Useful Goods & Services<br>(Measured as GDP)"] P["Pollution & By-products<br>(Climate change, waste)"] D["Stock Depletion<br>(Extinction, ore drawdown)"] end

NR --> T R --> T E --> T L --> T K --> T T --> G T --> P T --> D G -.->|"Reinvested share"| K ```

Societal institutions considered self-evident in advanced nations—lengthy education, extended retirement, and universal healthcare—are likewise direct functions of massive energy availability. Jancovici observes that when President François Mitterrand declared in 1981 that higher education should be open to all, it carried an unstated promise that future generations would exclusively occupy comfortable office jobs. Yet an economy where everyone works in an office is only possible if an army of machines performs the physical labor behind the scenes. In France, the healthcare sector alone represents approximately 5% of the national carbon footprint. Equipping hospitals with high-tech imaging, intensive-care suites, and pharmaceuticals is profoundly resource-intensive. While a comedian once joked that health costs could be settled simply by abolishing the last year of life, the real dilemma is physical: in a world of tightening energy constraints, society will eventually face harsh trade-offs between allocating heavy, carbon-intensive medical machinery to extend the lives of the very elderly versus supporting younger generations.

- “Because when you divorce, you have to double the housing, so you double the energy consumption of the housing.” - “So at the time, when Mitterrand said ‘Everyone must go to university’, in fact he made the implicit promise that we would be able to live in a world of machines for eternity.” - French hospitals account for roughly 5% of the entire country's greenhouse gas emissions.

---

[02:03:47](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7427s) Earth as a Resource: Stocks, Thermodynamics, and Free Endowment

Examining human civilization from a biophysical rather than financial perspective reveals that the economy is fundamentally an exercise in planetary transformation. Looking at the planet through an anthropocentric lens, Earth is a giant reservoir of natural resources. These divide strictly into two categories based on their renewal rates relative to human lifetimes. Renewable resources regenerate over short time horizons, such as solar radiation, grass, and biological biomass. Non-renewable resources do not regenerate on human scales: copper ore, for instance, cannot be replenished by any large-scale terrestrial transmutation, while fossil fuels require tens of millions of years of geological processing and are effectively finite.

Crucially, every single one of these primary resources is supplied entirely free of charge. From the Big Bang through primordial proton synthesis and stellar nucleosynthesis, physics and chemistry assembled the full periodic table of Mendeleev and its endless mineral and organic combinations on Earth without invoicing humanity a single cent. Human productive activity consists entirely of taking this free natural horn of abundance and modifying it into forms considered more useful than the raw state. A rough piece of flint is transformed into a knapped arrowhead to hunt game, or deer antlers are carved into functional tools. This physical conversion process is what defines transformation, and transformation invariably requires energy. For hundreds of millennia, humans relied only on muscle power and wood fires, but over a 500,000-year transition, societies learned to harness vast external energy flows to drastically accelerate the pace of extraction and processing.

- “These resources are all free and they are the result of everything that has happened since the Big Bang, all free of charge.” - Non-renewable resources like copper or fossil fuels cannot replenish on human timescales, whereas grass and solar radiation renew rapidly. - Human economic production began as the transformation of natural stocks using arms, legs, and fire to turn raw materials into sharper, more useful artifacts.

---

[02:06:17](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7577s) Capital Formation, Depletion of Stocks, and the Reality of Pollution

As societies intensified their physical throughput, they developed the concept of capital: setting aside a portion of transformed output instead of consuming it immediately, using it instead as machinery, infrastructure, and tools to accelerate subsequent rounds of transformation. With growing populations and exponentially expanding mechanical power, extraction has accelerated to the point where non-renewable resource stocks decline precipitously. Even in the Paleolithic era, local shortages of high-quality flint occurred, costing human lives; today, depletion extends across global reserves of hydrocarbons and mineral ores. Furthermore, industrial throughput has become so immense that human activity is now systematically liquidating renewable stocks as well—overexploiting forests, collapsing commercial fisheries, wiping out biological species, and degrading topsoils that require centuries to reform.

Every transformation of matter and energy also produces unintended consequences dictated by the laws of thermodynamics. In human language, these unwanted by-products are termed pollution. Defined rigorously, pollution encompasses all unwanted substances and disturbances introduced into the environment that degrade the quality of remaining natural assets. This rubric encompasses anthropogenic climate change, biodiversity loss, toxic chemical accumulation, and ocean overharvesting. Yet conventional economics captures none of this destruction in its core ledger. Because money only pays human labor and human ownership rather than nature, standard national accounting records only the monetary counterpart of the transformation flow itself—a metric known as Gross Domestic Product (GDP). Conventional GDP treats all transformation as pure addition, without deducting the irreplaceable loss of underlying natural capital.

- “So pollution is all the undesirable by-products of processing, i.e. those that will have an effect that we are not looking for.” - “And then, on the day the marginal value of the last car I built is less than the marginal value of the last bits of iron ore, copper ore, lithium ore, vanadium, chromium and fossil fuels I used to make this car, I stop making cars and live ‘happily ever after’ with existing cars.” - Renewable assets currently undergoing depletion include global fish populations, primary forest cover, biodiversity, and agricultural soils.

---

[02:09:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7747s) The Blind Spot of Classical Economics: Jean-Baptiste Say and the Labor-Capital Dogma

The modern economic accounting framework operates without any built-in physical boundaries: no rule in standard macroeconomics specifies that expansion must halt when global GDP reaches 80 trillion dollars. This structural detachment from physical reality traces back to the dawn of classical economic theory two centuries ago. Early economists founded the discipline on the premise that economics is the management of scarcity. In the early nineteenth century, what was scarce was human labor and human organization. Vast continents like North America and the Russian Empire appeared virtually boundless, empty of industrial presence, with untouched oceans and seemingly inexhaustible resources.

Under those conditions, classical economists such as Jean-Baptiste Say formulated a first-order approximation: natural resources were treated as practically infinite, meaning any drawdown divided by infinity resulted in a stock variation of zero. Consequently, non-human inputs were assigned an economic cost of zero. Jancovici warns the students—noting the arrival of the school's Director of Studies in the lecture hall—that standard economic theory taught in universities is fundamentally flawed when applied to the global Earth system. While neoclassical economics can help evaluate internal financial trade-offs between human agents, it produces pure nonsense when describing humanity's physical interaction with the biosphere. By asserting that production is generated solely by combining human labor and financial/human capital, conventional economics completely omits the physical roles of machines, energy, and natural resource stocks.

- “Economics is the management of what is rare.” - “The whole economy you are taught at school is wrong when it comes to approaching the human system as a whole.” - “When it comes to approaching the whole of Men in their environment, it only says nonsense.” - Jean-Baptiste Say and classical theorists assumed natural endowments were inexhaustible, embedding the assumption that nature contributes zero value until transformed by human labor.

[02:11:03](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7863s) Charles Dupin and "Worker-Equivalents": A Missed Path for Economics

Jean-Marc Jancovici observes that the battle over how we define economic value could have taken a radically different course two centuries ago. Back then, Baron Charles Dupin—a French polytechnician and mathematician whom Jancovici wryly commends as “someone very decent”—carried out a pioneering calculation converting mechanical work into what he termed “worker-equivalents” rather than “slave-equivalents.” Dupin recognized physics at its core: he sought to catalog all the productive auxiliaries available across France and Great Britain in addition to human labor. In his census of human labor, Dupin counted children as a quarter of a worker and women as half. Jancovici jokes to the lecture hall, wondering aloud whether this archaic accounting convention is where the French idiom *ma moitié* (“my other half,” used to describe a romantic partner) originates, before playfully granting that it might also just refer to half of a couple.

Beyond human headcounts, Dupin systematically factored in the work performed by auxiliaries: water mills, windmills, draught animals, and sailing boats. By combining the human population with this mechanical and animal auxiliary workforce, Dupin could explain a phenomenon that baffled purely demographic analyses: although Great Britain and France had roughly similar human populations at the time, Britain was already producing three times more industrial output. The explanation was straightforward—production was not driven solely by human hands, but by the fleet of physical auxiliaries Britain had put to work. As Jancovici notes, choosing which thinker to follow shaped modern economic thought: “If, at the time, we had listened to Mr Dupin and not Mr Say, it is not completely certain that we would have built the economy in the same way.”

[02:12:40](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7960s) Production as Physical Transformation and Energy as the Limiting Factor

From the standpoint of a physicist, everyday economic production is remarkably straightforward: it is nothing more than taking the 92 naturally occurring elements of Mendeleev’s periodic table and rearranging them into configurations that do not exist naturally in the environment. All manufactured goods—from cars to office chairs—are made exclusively of these 92 elements. Transforming these natural resources requires physical work. In modern civilization, that transformation capacity comes from two sources: one part is supplied by human muscles, and roughly 200 parts are supplied by our mechanical "Ironman"—the colossal global fleet of machines.

Capital goods, such as the amphitheater building in which the lecture is taking place, are manufactured through the exact same physical transformation process. The room is built from transformed iron ore (iron and oxygen bonded in specific crystalline structures), shaped stones, and processed paint. The only defining feature of capital is that it is not instantly consumed upon use: it provides lasting utility without collapsing during a lecture. Because machines do the vast majority of physical work, human labor is no longer the sole bottleneck of the system. In the contemporary world, energy is the hard physical limiting factor. Jancovici emphasizes that without energy, machines cannot run and production evaporates, regardless of goodwill in the financial sector: “In other words, if I deprive my fleet of machines of energy, I will deprive my productive system of its production capacity even if the bankers are very friendly and even if the unemployed are ready to go to work.” Similarly, if natural resources vanish—if there are no fish left in the sea—the GDP of the fishing sector collapses to zero, and a restaurant chain like Léon de Bruxelles is forced to pivot from mussels and fries to steak and fries, or cease operating altogether.

```mermaid flowchart LR accTitle: Physical Transformation of Natural Resources accDescr: Flow diagram showing how natural resources and energy drive capital, goods, and GDP. subgraph Inputs ["Physical Inputs"] R["92 Elements of Mendeleev<br/>(Natural Resources)"] E["Energy Supply<br/>(Machine Fleet / Ironman: 200x)"] H["Human Muscles<br/>(Labor: 1x)"] end subgraph Transformation ["Transformation Process"] T["Rearranging Atoms & Materials"] end subgraph Output ["Economic Realities"] C["Durable Capital<br/>(Buildings, Infrastructure)"] G["Consumer Goods & Services"] M["Monetary GDP<br/>(Flow Counterpart)"] end R --> T E --> T H --> T T --> C T --> G G --> M ```

[02:14:54](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8094s) GDP Since Year Zero, China's Place, and the Blindness of Current Economic Models

Examining historical reconstructions of global GDP from the year zero—the birth of Jesus Christ—up to the Industrial Revolution reveals an almost entirely flat line. In the absence of massive mechanical auxiliaries, economic growth was virtually nonexistent, and global population was comparatively stable. Because an individual's productive capacity was strictly bounded by their muscular strength, the country with the largest population was automatically the largest economy on Earth: China. Jancovici points out that this historical reality informs Beijing's contemporary geopolitical worldview: “So, China, today, is saying one thing in the concert of nations: ‘Listen, don't make us laugh. For two millennia, we have been the dominant economic power on the planet. So just because a century of oil has put the United States in our place does not mean that it will change our view of the world.’”

When fossil fuels and mechanical engines arrived en masse, economic growth exploded. Yet rather than attributing this leap to physical energy, economists constructed models that assumed perpetual growth of roughly 3% per year could continue indefinitely. Jancovici shares an anecdote from his work on the High Council for Climate (*Haut Conseil pour le Climat*). Three weeks prior, the Council was presented with France's National Low Carbon Strategy (*Stratégie Nationale Bas-Carbone*, or SNBC), drafted by graduates of elite engineering schools like the Mines. The model asserted that slashing French fossil fuel consumption by a factor of 6 or 7 would actually lead to an increase in French GDP. Jancovici laments that conventional macroeconomic models produce such absurdities because energy is treated as an incidental line item rather than an essential physical input: “Because economic models can tell you that we increase GDP by dividing energy by 10 since energy is not an input.”

[02:16:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8201s) The Straight-Line Model: Energy as the Physical Twin of GDP

Contrasting abstract economic theories with observable reality, Jancovici introduces what he tongue-in-cheek calls "the best macroeconomic model in the world": a straight line. Plotting global primary energy consumption on the horizontal axis—which effectively measures the aggregate number of operating machines—against global gross domestic product on the vertical axis yields an exceptionally tight, nearly linear relationship.

This tight correlation holds true both in absolute terms and in annual rates of change. A plot comparing the annual percentage variation in global energy consumption (the green curve) with the annual percentage variation in global economic output (the blue curve) shows that the two metrics move in near-perfect lockstep: when one rises, the other rises; when one drops, the other plummets. Jancovici stresses that currency and energy are simply two ways of measuring the very same physical phenomenon: “Euros only measure a flow in monetary terms, which kilowatt-hours physically measure.”

- **Historical growth rates**: Prior to the 1970s oil crises, global energy supply per capita expanded at approximately 2.5% per year, meaning the volume of operational machines per person grew by at least 2.5% annually. - **Physical output**: Factoring in incremental gains in machine energy efficiency, overall physical production per capita grew by slightly more than 2.5% annually over this golden era. - **Monetary counterpart**: Because physical production per capita expanded at over 2.5% per year, the monetary value of production (GDP per capita) followed suit with matching growth.

[02:18:18](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8298s) The Post-Shock Slowdown, the Welfare State Trap, and the Explosion of Debt

Following the oil shocks of the 1970s, per capita energy expansion abruptly downshifted. Across OECD Western nations, growth in energy per capita leveled off and eventually began to decline. The residual growth observed in global averages was almost entirely driven by the rise of China and subsequent emerging economies, characterized by an explosion in coal consumption. Today, China consumes roughly half of all coal burned on the planet, while Western coal usage has stagnated or fallen.

```mermaid flowchart TD accTitle: The Welfare State Debt Mechanism accDescr: Sequence showing how slowing physical energy growth led to sovereign debt accumulation. A["Energy Growth Slowdown<br/>(Post-1970s Oil Shocks)"] --> B["Physical Production Growth Slows Down"] B --> C["Welfare State Commitments Kept Rigid<br/>(Pensions, Public Wages, Entitlements)"] C --> D["Fiscal Deficits Covered by Borrowing"] D --> E["Explosion of Sovereign Public Debt"] E --> F["2005 Global Energy Plateau & 2008 Financial Crisis"] F --> G["Unconventional Monetary Policy<br/>(Negative Interest Rates)"] ```

This physical deceleration created a structural crisis for Western welfare states. During the post-war boom, democratic nations built comprehensive welfare architectures—generous in Scandinavia, somewhat leaner in the United States, but ubiquitous across the developed world. These systems promised ever-increasing redistribution: annual wage raises tied to seniority, guaranteed pensions, and expanding public services, all calibrated to an economy growing by several percentage points every year. Critically, these states built in zero automatic stabilization mechanisms for a low-growth world. Governments never told public workers that seniority raises would freeze if growth vanished, nor did they tell retirees they would have to work longer for smaller pensions. When real physical growth slowed down, states borrowed money to honor their unadjusted social promises. Sovereign debt, which was virtually negligible across Western nations before the 1973 oil shock, exploded everywhere in its aftermath. Jancovici argues this proves the phenomenon is structural rather than purely local: “It appears and develops everywhere in all Western countries after the oil shocks precisely for this reason. Because the rate of increase in production per person is no longer sufficient to ensure the rate of increase in redistribution per person.”

Around 2005, global per capita energy supply hit another wall, stagnating globally and outright contracting within the OECD. The financial system buckled under this physical constraint: the 2008 Lehman Brothers collapse was an economic consequence of underlying energy limits rather than an isolated financial accident. In response to stalled physical growth and ballooning debt, central banks were driven to unprecedented measures, including negative interest rates, attempting to keep alive an economic architecture designed for an era of boundless energy abundance that no longer exists.

[02:21:10](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8470s) The Decoupling Illusion: Global Trends in Energy, GDP, and Debt

Jean-Marc Jancovici opens the final segment of the lecture by warning the students that the historical era of abundant energy is slowly beginning to fray, and that by the time they reach his age, this deceleration will have accelerated dramatically. Pointing to long-term data tracking the annual variation in world gross domestic product (GDP) per person and economic output per person since 1960, he highlights three distinct historical periods: the era up to the 1970s oil crisis, the intermediate era between the second oil shock in 1979 and the financial shock of 2007–2008, and the post-2008 period.

During the *Trente Glorieuses* (the Post-War Boom), energy consumption per capita expanded rapidly, and production per person grew even faster thanks to rapid gains in energy efficiency. As Jancovici explains, engineers know how to build more efficient machines, such as an engine that requires less oil to move an identical car, or a heavier car that can be sold for a higher price using the same quantity of fuel. However, following the 1970s shocks, energy per capita grew much more slowly—drifting toward 0.5% to 1% annually—and GDP per capita growth softened in tandem. After 2007–2008, the system entered a regime of severe volatility and overall stagnation. Addressing the underlying accounting, Jancovici notes that modern debt has increasingly functioned as an artifact to manufacture nominal GDP in the absence of physical production, masking the physical constraints that began diverging between the OECD and the rest of the world.

As Jancovici warns his students regarding the divergence between their generation's reality and the twentieth century: > “So that's why your future won't be a continuation of the past.”

```mermaid flowchart TD accTitle: Energy Supply and Economic Growth Trajectory accDescr: Historical progression from the post-war boom to modern energy contraction and debt accumulation.

subgraph S1["1945–1973: High Growth"] E1["Abundant cheap energy"] --> P1["Accelerating per-capita GDP"] end

subgraph S2["1974–2006: Slowdown & Financialization"] E2["Energy growth slows to ~1%"] --> D2["Debt expansion masks slowdown"] end

subgraph S3["Post-2006: Contraction"] E3["Per-capita energy peaks & falls"] --> F3["Financial crisis & real stagnation"] end

S1 --> S2 --> S3 ```

---

[02:22:56](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8576s) The 2006 European Peak and the Crisis: It Wasn't Lehman Brothers

Examining the European Union specifically, Jancovici demonstrates that energy supply per capita rose steeply until the 1970s oil shocks, slowed down between the shocks and 2006, and reached its absolute historical peak in 2006—two full years before the collapse of Lehman Brothers. He argues that conventional financial narratives reverse cause and effect: it was not the Wall Street banking crash that induced an economic crisis and subsequently lowered energy usage, but rather the physical constraint in global energy supplies that slowed down underlying GDP growth, ultimately rendering subprime and sovereign borrowers incapable of servicing the mounting debts incurred over previous decades.

Jancovici characterizes this trap as a "two-triggers gun": society first accumulated debt to compensate for the fact that energy supply growth was slowing down, and once physical energy consumption began contracting after 2006, the economy lacked the productive throughput needed to sustain the Ponzi-like debt pyramid. Ever since 2006, genuine per capita growth in Europe has stalled. He supports this with concrete physical indicators: European industrial production, ton-kilometers moved by road freight, and the construction index all remain below their 2007 levels. As a result, Jancovici contends that much of the reported growth in European GDP over the past decade is merely an accounting fiction caused by inadequate inflation corrections.

Highlighting the true catalyst behind the Great Recession, Jancovici insists: > “It was not Lehman Brothers that caused the economic crisis that caused a fall of the amount of energy used.”

- Energy supply per capita in the European Union peaked in 2006, two years prior to the Lehman Brothers bankruptcy. - European road transport (measured in ton-kilometers) remains lower today than its 2007 peak. - European industrial manufacturing and construction indices have both failed to recover their pre-2008 peaks.

---

[02:24:45](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8685s) The Mechanics of European Discontent: Brexit, Enlargement, and Communicating Vessels

Turning to European politics, Jancovici links post-2006 physical economic stagnation directly to institutional fracture and rising nationalism, including Brexit. Referencing French political history—notably Charles de Gaulle's resignation following the 1969 referendum and the French electorate's rejection of the 2005 European Constitution—he observes that voters in a referendum rarely answer the precise technical question on the ballot, but instead express their discontent toward the ruling authority that posed it.

This political backlash is exacerbated by the physics of economic integration. In a growing economic pie, wealth disparities can be bridged without conflict: when Spain and Portugal joined the European Union during an era of robust global expansion, French purchasing power could keep climbing while Spanish incomes caught up. However, when the EU expanded eastward in 2004–2005 into nations where wages were one-fifth those of the West—just before Europe hit its ceiling in per capita energy supply—the economic game shifted from positive-sum expansion to zero-sum "communicating vessels."

When total energy throughput falls, real income cannot expand everywhere simultaneously. The physical and economic equilibrium must balance out through two primary channels: lower-wage workers moving to Western capitals (popularized by the archetype of the "Polish plumber" in London), or industrial capital relocating eastwards (such as Renault establishing manufacturing facilities in Romania, triggering outrage among French factory workers). Jancovici argues that without acknowledging energy as the ultimate foundation of economic wealth, border-free economic zones with wide initial wage disparities inevitably generate internal friction and fuel nationalist exit movements.

Jancovici outlines the political consequence of stagnation: > “So the temptation for Frexit, Italexit, Espaxit and Swedexit will increase.”

---

[02:27:22](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8842s) Managing a World of Contraction: A Challenge for Future Engineers

Looking across a 50-year trend analysis of the European Union's energy supply, Jancovici shows that the mathematical second derivative of energy supply growth has been pointing downward for decades. After decades of gradually diminishing growth rates, the European trend line has entered negative territory accompanied by rising volatility. Assuming these underlying dynamics hold, the future for advanced economies will not be one of sustained expansion, but of structural contraction, with long-term GDP growth slipping into permanently negative territory.

Addressing the engineering students at Mines ParisTech directly, Jancovici emphasizes that their technical training will be tested far more severely than that of their predecessors. Navigating an economy through contraction is an intensely complex problem of constrained optimization, vastly harder than allocating windfalls in a world of endless growth. He remarks that passing the famously rigorous French competitive entrance exams (*concours*) was simple compared to the physical challenges of maintaining social and institutional stability amidst dwindling fossil fuels. Furthermore, this dynamic is not unique to Europe; the OECD as a whole and the United States followed the exact same pattern, with US per capita energy consumption also peaking two years prior to Lehman Brothers before temporary relief from tight oil and shale gas arrived.

Jancovici underscores the intellectual challenge awaiting the room: > “So we're going to need your creative genius because I assure you that managing a shrinking world is much more challenging as a constrained optimization exercise than managing an expanding world.”

---

[02:29:54](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8994s) Module Conclusion: Free Nature, Fossil Pockets, and the Upcoming Climate Constraint

Jancovici concludes this introductory module of the course by synthesizing how the contemporary world came to be. Civilization did not construct its present material comfort out of human labor alone, but by discovering free "pockets of sunlight" concentrated underground over geological epochs—as photographer and environmentalist Yann Arthus-Bertrand describes fossil fuels. These dense, free, highly exothermic fuels enabled humanity to extract and transform all other natural resources at unprecedented speeds, building an extraordinary urbanized society dominated by the service sector, widespread leisure time, universal meat consumption, and the luxury of simultaneously satisfying the competing demands of trade unions (the CGT) and corporate employers (the MEDEF).

However, this entire economic edifice rests on a flawed intellectual foundation developed over two centuries. Economists built models that treat physical resource flows as functionally infinite, ignoring the basic reality that the Earth has a fixed diameter of 13,000 kilometers rather than 14,000 or 15,000 kilometers. By treating nature as an unpriced free gift, modern economic theory rendered planetary boundaries invisible. Looking ahead to the next lecture, Jancovici announces that the class will investigate the primary physical constraint that manifests long before total resource exhaustion: the accumulation of waste and pollution, centered on global climate change.

Reflecting on the blindness of modern economic paradigms, Jancovici remarks: > “And, on the basis of this axiom, which is only an approximation to the first order, I have refined my visions for two centuries but without questioning a fundamental axiom which is: Nature is free.”

[02:31:35](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=9095s) Upstream Bottlenecks: Fossil Fuel Supply and Physical Limits

Jean-Marc Jancovici concludes the introductory lecture by placing climate change into a broader physical and systemic context. Rather than treating it as an isolated crisis, he emphasizes that climate change is merely the downstream consequence of an immense global transformation flow powered by energy. The material throughput of our industrial civilization transforms natural resources into goods and waste, with global warming being the unintended atmospheric exhaust of that engine. As Jancovici summarizes: “So climate change is only the downstream consequence of this transformation flow.”

Looking ahead to the subsequent lecture, Jancovici outlines how the focus will pivot from downstream consequences to the upstream constraints that physically govern the machine. The fundamental bottleneck threatening to constrain the system upstream is the physical availability and supply of fossil fuels, which represent the primary capacity for transformation itself. While other critical physical constraints exist and could serve as limiting factors—such as the supply of metals, mineral resources, or biodiversity and biological species—the upcoming session will concentrate specifically on the depletion and extraction limits of fossil fuels that feed our industrial capacity. With that roadmap laid out, he bids the students a good evening.

```mermaid flowchart LR accTitle: Transformation flow from upstream supply to downstream consequence accDescr: A diagram illustrating how upstream limiting factors feed industrial transformation capacity, which then generates downstream consequences like climate change.

subgraph Upstream["Upstream Inputs & Constraints"] FF["Fossil fuel supply"] Metals["Metals & mineral supply"] Bio["Species & ecological supply"] end

subgraph System["Industrial Engine"] Flow["Transformation capacity & throughput"] end

subgraph Downstream["Downstream Consequences"] CC["Climate change & pollution"] end

FF --> Flow Metals -.-> Flow Bio -.-> Flow Flow --> CC ```

- **Downstream impact**: Climate change functions as the terminal byproduct or exhaust of industrial transformation flows. - **Upstream limiting factors**: - The primary bottleneck to be analyzed next: fossil fuel supply and depletion (transformation capacity). - Alternative physical bottlenecks: metal and mineral availability, ecological and species supply.

## Notable quotes > [00:13](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=13s) And everywhere in your life, if a sophisticated model is not in line with a well-established rule of 3, it is because the model is wrong! — Jean-Marc Jancovici

> [12:20](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=740s) The energy conservation law applied to humans has a consequence that is simplistic, which is that humans can do nothing more than extract from the environment an energy that already exists and use it for their benefit.

> [02:16:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8201s) Euros only measure a flow in monetary terms, which kilowatt-hours physically measure. — Jean-Marc Jancovici

> [36:52](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2212s) And choosing an energy means choosing between the disadvantages you want and those you don't want. — Jean-Marc Jancovici

> [02:27:22](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8842s) managing a shrinking world is much more challenging as a constrained optimization exercise than managing an expanding world. — Jean-Marc Jancovici

> [02:31:35](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=9095s) So climate change is only the downstream consequence of this transformation flow. — Jean-Marc Jancovici

> [44:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2647s) Précisément parce que les caractéristiques physiques des combustibles fossiles sont supérieures aux caractéristiques physiques des énergies renouvelables, l'Homme, qui est un animal accumulateur, a passé son temps à passer des énergies renouvelables aux combustibles fossiles, pour pouvoir accumuler plus vite. — Jean-Marc Jancovici

> [02:14:54](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8094s) In other words, if I deprive my fleet of machines of energy, I will deprive my productive system of its production capacity even if the bankers are very friendly and even if the unemployed are ready to go to work. — Jean-Marc Jancovici

## Mentioned Jean-Marc Jancovici, Carbone 4, The Shift Project, École des Mines de Paris, Mines ParisTech, Jean-Pierre Foucault, Qui veut gagner des millions ?, Gilets jaunes, Orange, SFR, Free, James Clerk Maxwell, Roquette, Soleil vert (Soylent Green), Charlton Heston, Total, Edwin Drake, Zara, Notre-Dame de Paris, ArcelorMittal, Accord de Paris, La Jamais Contente, World Bank, King Henry IV, Volvo Trucks, Publicis, IKEA, Beauce, Île-de-France, Haussmannian Paris, Grand Paris Express, Los Angeles, Switzerland, Netflix, François Mitterrand, Dmitri Mendeleev, Jean-Baptiste Say, Baron Charles Dupin, Léon de Bruxelles, Haut Conseil pour le Climat, Stratégie Nationale Bas-Carbone (SNBC), OECD, Lehman Brothers, Charles de Gaulle, Renault, Yann Arthus-Bertrand, CGT, MEDEF

## Video description Partie 1 du cours de Jean-Marc Jancovici à l’École des Mines de Paris en Mai 2019 Diaporama, audio et retranscription à télécharger : https://drive.google.com/open?id=1fqoACrCFtlXKonP266DkFUcmMVj22yj_ Nouveau ! : les vidéos du cours des Mines 2019 sont disponibles dans un format audio+diaporama beaucoup plus lisible : https://slides.pimoid.fr/jancovici/mines_2019/ Audio : https://soundcloud.com/effondrement-imminent/1-lenergie-cours-des-mines-2019-jancovici?in=effondrement-imminent/sets/jancovici Vidéo originale : https://www.youtube.com/watch?v=WQJsMmJMKOo

Le poids de cette vidéo a été réduit, pour diminuer sa consommation énergétique et donc les émissions de gaz à effet de serre induites, grâce à un tutoriel mis à disposition par le think tank The Shift Project : https://theshiftproject.org/guide-reduire-poids-video-5-minutes/

Site de Jancovici : https://jancovici.com Page Facebook : https://www.facebook.com/jeanmarc.jancovici/

[Source](https://www.youtube.com/watch?v=xgy0rW0oaFI)

中文简报

1 - 能源 - 2019巴黎矿业学院公开课 - 让科维奇 - [附英文字幕] 在这堂开篇课程中,让-马克·让科维奇指出,能源不仅是占GDP微小比例的普通金融商品,更是我们庞大机器系统改造物质世界的通用物理度量。通过将人体肌肉力量与化石燃料的巨大潜力进行对比,他证明了现代每位公民都实际支配着相当于数百名“能源奴隶”的力量,这直接决定了我们的生活水平、城市化进程以及绝大多数服务业岗位。面对自石油危机以来显现并在2006年欧洲能源见顶后加剧的能源供应物理停滞,他指责传统经济学模型的盲目,并告诫未来的工程师们必须去治理一个受地球物理极限与气候变化约束的收缩世界。 能源在物理学上定义了改造物质世界的能力;通过遍布全球的机器系统,现代社会中的每个人都相当于拥有约200至600名虚拟仆从为其提供机械动力。 (7:50) 全球国内生产总值(GDP)与一次能源消费量呈现直接且近乎线性的关联:货币只是在财务上量化了由机器物理驱动的物质流动。 (136:41) 从历史上看,人类从未真正用一种能源替代过另一种能源,而是不断叠加利用:自1860年以来,全球人均煤炭消费量从未下降,其增长势头也远超现代可再生能源。 (51:19) 20世纪70年代石油危机后人均能源的见顶与随后的下滑,打破了西方福利国家的增长模式,引发了主权债务的大幅攀升,并为2008年的金融危机埋下了伏笔。 (138:18)

Detailed notes — zh

## Background 该视频由让-马克·扬科维奇(Jean-Marc Jancovici)于2019年7月30日发布在YouTube平台上。内容为他在巴黎国立高等矿业学校(École des Mines de Paris)于2019年5月主讲的能源与气候课程第一讲,视频简介提供了课件、音频及文字记录的下载链接,并说明该视频已通过智库 The Shift Project 的指南进行了压缩,以降低能耗和温室气体排放。 ## TL;DR 扬科维奇从物理学本质出发,将能源定义为“量化系统状态变化的物理量”,指出使用能源就是驱动机器外骨骼来改造外部世界。通过对人体做功极限与化石燃料能量密度的计算对比,他提出了“能奴”概念,论证现代人类的物质丰裕、城市化、农业高产乃至奴隶制的消亡均完全建立在廉价机器和大规模块化石能源的输液之上。最后,他猛烈抨击了古典经济学忽视物理约束的盲区,揭示GDP增长与初级能耗之间的严格线性依赖关系,并警示全球正在从“扩张世界”走向资源见顶与气候硬约束下的“收缩世界”。 ## Atmosphere & style 整堂讲座展现出极具法式精英工程教育风格的冷峻、犀利与黑色幽默。扬科维奇以充满力量感的数量级心算和毫无矫饰的物理推演,彻底击碎公众对“无痛绿色转型”与“去物质化数字经济”的浪漫幻想。现场氛围兼具学术论证的严密与智识上的震撼感,语调沉着冷酷却充满危机感,让听众在直面“繁荣文明背后全是化石能源机器奴隶”这一严酷现实时产生强烈的智识冲击与现实压迫感。 ## Bulletin - [07:45](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=465s) 能源在物理学上是量化系统状态变化的物理量,现代经济的本质是利用体外机器外骨骼重组自然界的物理化学状态,而非单纯由劳动力与资本创造价值。 - [32:27](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1947s) 全球人均年调动体外能量折合约200个全职“能奴”(高体力机械功极限约100 kWh/年),廉价化石能源与机器的出现才是终结奴隶制的真正物理推手。 - [02:02:56](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7376s) 初级能源消耗与全球实际GDP呈现严格线性关联,2008年次贷危机与欧洲产业停滞的根源在于OECD国家在2006年遭遇化石能源供应见顶瓶颈,进而戳破债务泡沫。 - [01:52:14](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6734s) 服务业与城市化并非“去物质化”的绿色解法,第三产业和信息流本质是底层巨量物理原材料流动与超细分工的衍生品,服务业越发达的国家人均碳排放反而越高。 ## Key takeaways - [02:38](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=158s) 能源支出占GDP比例极低(仅2%至5%)属于“饼图思维陷阱”,犹如大脑仅占体重2%却决定生命存续,现代其余95%以上的经济产值完全依赖能源驱动。 - [12:20](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=740s) 根据热力学第一定律,人类无法凭空制造或消灭能量,能源转型是跨越五十万年的常态,物理定律不可通过立法或意志篡改。 - [16:05](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=965s) 历史上的100%全可再生能源模式对应的是全球约10亿人口、人均预期寿命30至40岁以及三分之二人口被禁锢在土地上的高压生存状态。 - [20:39](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1239s) 日常穿衣、刷牙和使用智能手机等微小动作,背后均调动了海上钻井平台、化工裂解炉、全球采矿与芯片制造等庞大的隐形重工业链条。 - [28:40](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1720s) 1升汽油蕴含10 kWh热能,可输出2至4 kWh净机械功,其做功体量超过成年人连续多天的高强度生理极限,且成本比人工做功低数十至数百倍。 - [35:43](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2143s) 大自然中的一切能源本身都是免费的,能源价格仅支付提取、转化与运输中的人类劳动成本,风能提取与储能的度电成本比沙特富集石油高出约100倍。 - [51:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3079s) 历史上的能源发展呈现层层叠加态势,煤炭的人均消费自工业革命以来从未下降,新型可再生能源在媒体版面上的曝光度远大于其真实占比。 - [01:09:01](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4141s) 近两个世纪全球人口从10亿暴增至近80亿是化石能源催生化肥、农机与卫生供排水的副产品,若进入能源收缩期,维持庞大人口规模将面临极端考验。 - [01:18:23](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4703s) 以工作时间衡量,过去百年购买一桶石油所需的人类劳动时间缩减了15至20倍,汽油名义价格上涨其实并未跑赢名义工资增速。 - [01:32:10](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5530s) 跨国数据显示人均能源消耗与农业从业人口严格负相关,农机介入将农民挤向城市,促成了制造业与第三产业的超细分工。 - [01:39:18](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5958s) 交通工具演进存在越现代越耗能的悖论(自行车 < 公共交通 < 汽车 < 飞机),其核心驱动力是单位人口可支配能源的爆发式增长。 - [01:48:52](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6532s) 汽车普及推动城市蔓延为洛杉矶式低密度形态,居住空间的过剩与离异现象在物理上导致了双套住房、双份家电与额外通勤的高耗能格局。 - [02:00:43](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7243s) 古典经济学将自然资源预设为无限且零成本存在严重理论盲区,GDP仅度量货币流动,千瓦时才是衡量人类对物质世界重组能力的物理标尺。 - [02:11:35](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7895s) 气候变化仅是物质转化链条末端的“下游废弃物”问题,工业文明当下更紧迫的硬约束来自于上游化石能源与关键资源的物理供应峰值。 ## Detailed walkthrough ### [00:13](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=13s) 课程背景与工程思维:数量级与“三数法则” 让-马克·扬科维奇(Jean-Marc Jancovici)在巴黎高科矿业学校(École des Mines de Paris)向台下学生开篇明义:这门课程聚焦于两个将伴随所有人余下个人生活与职业生涯的核心主题——能源与气候变化。扬科维奇首先澄清自己并非传统学院派学者,而是一名咨询公司合伙人,同时兼任智库协会会长;他之所以走上讲台授课,源于长期的科普与社会推广工作。他指出,这门课主要建立在观察数据与直观浅显的推演之上,其内容与他面向普通公众的演讲并无根本区别,因此台下通过严苛竞考选拔上来的精英工程学生理应能够轻松跟上。 在正式展开前,扬科维奇向学生提出了两点学习建议:其一是动手记笔记,哪怕课后扔掉也是极佳的记忆辅助手段;其二是思维范式的转变。台下学生擅长解决那些条件完备、答案唯一且形式良好的复杂题目,然而现实世界充斥着信息匮乏、表述不清的“病态问题”(ill-posed problems)。面对这类问题,最强大的工具是数量级推理与简单的“三数法则”(rule of three,即交叉相乘比例推算)。扬科维奇对此给出了斩钉截铁的告诫:“在你们人生的任何地方,如果一个复杂的模型和一个确凿的三数法则对不上,那一定是模型错了!” - 扬科维奇的双重身份:咨询公司合伙人兼智库负责人(The Shift Project)。 - 现实问题与应试问题的区别:从“信息完备、单解良构问题”转向“信息残缺、多变病态问题”。 - 核心工程方法论:始终依靠物理常识、数量级估算与比例法检验复杂理论模型。 --- ### [02:38](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=158s) 公众误区:能源绝非普通商品与开销发票 为了引出公众对能源的认知偏差,扬科维奇展示了法国电视名嘴让-皮埃尔·富科(Jean-Pierre Foucault,著名答题节目《百万富翁》主持人)的照片。在常规电视答题中,选手只需在四个预设选项中做单选,但如果将“何为能源?”作为一个开放式问题抛给大众甚至能源部长,得到的首要答案往往带有极其片面的经济色彩:能源被视作一件花钱购买的商品或生活便利品(convenience)。公众与经济学界关心的焦点往往只停留在它究竟是昂贵还是便宜,以及能否找到更低廉的替代方式。 扬科维奇结合当时的社会事件指出,法国“黄马甲”运动(Gilets jaunes)正是因燃油价格上涨而爆发。抗议民众的核心诉求是“汽油太贵了”,而绝非“我们不想排碳”或“我们不想依赖俄罗斯和挪威的化石能源进口”。然而,从纯经济账本的视角切入能源问题,从根本上就走偏了。如果计算全球经济总产值中购买煤炭、石油和天然气所占的比例,结果仅占人类所得的几个百分点;而在法国,家庭购买全部能源的花费,与支付给各大电信运营商(如 Free、SFR、Orange)打电话报一句“我迟到了”或“你在哪”的花费几乎处在同一水平。 - “黄马甲”抗议的本质诱因:燃油终端零售价格,属于经济层面的支付承受力抗议。 - 能源开支占宏观经济体量极小:全球化石能源采购成本仅占经济总产值的几个百分点。 - 日常对比:现代家庭在能源上的支出规模与通信资费规模大致相当。 --- ### [05:52](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=352s) 饼图思维的陷阱:2%的大脑与98%的身体 扬科维奇深入剖析了政治与经济决策中的严重盲区:当一件物品在经济盘子中仅占百分之几时,政治家与主流社会的本能反应就是“我也只花百分之几的时间来关注它”。在竞选时顺带提及几句,当选后便将能源问题甩给某个专职部门,要求其在角落里自行解决,完全看不出能源与养老金体系、外交战略、宏观经济甚至全国打印机数量之间有何必然关联。扬科维奇痛批这种将能源从整体经济中剥离的逻辑极其荒谬:“这种推理的合理程度,就如同我告诉你:‘你的大脑只占体重的 2%,所以我把它切掉也没什么大不了,你不过损失 2% 的效率而已。’” 他将这种认知缺陷定义为“饼图思维”(pie chart reasoning)。饼图只会展示各部分占总量的静态份额,却从不揭示各切片之间的从属与依存关系。同样的荒谬逻辑也发生在农业上——有人会说“农业仅占国内生产总值(GDP)的 2%,丢掉也无所谓”;但事实是一旦停止进食,剩余 98% 的 GDP 瞬间就会土崩瓦解。现代世界中那 95% 到 98% 不属于能源采购的 GDP,其运转 100% 绝对依赖于那看似微不足道的 2% 到 5% 的能源支出。因此,能源绝不仅仅是一张可以随意加减的消费账单。 ```mermaid flowchart TD accTitle: 经济饼图的脆弱从属结构 accDescr: 展示仅占极小比例的基础物理要素如何支撑庞大的其余经济体系 subgraph Dependency["物理依存关系链"] Energy["能源采购成本<br/>(约 2%~5% GDP)"] Agri["农业产值<br/>(约 2% GDP)"] RestGDP["工业、服务业、科技等其余经济产值<br/>(约 95%~98% GDP)"] Energy -->|"提供物理驱动力<br/>完全依附"| RestGDP Agri -->|"提供生理生存基础<br/>完全依附"| RestGDP end subgraph Analogy["生物学类比"] Brain["人类大脑<br/>(占体重 2%)"] Body["人体其余器官与肌肉<br/>(占体重 98%)"] Brain -->|"控制与维系生命<br/>切除则系统死亡"| Body end ``` --- ### [07:45](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=465s) 能源的本质:从节能幻觉到物理系统的“状态变化量” 扬科维奇随后反驳了社会上流传的另外两大流行论调。第一种观点宣称“最好的能源就是省下来的能源”。他直接反讽道:学生们今天能够坐在这间阶梯教室里自由选择听课或打盹,而不是在田间地头弯腰挖土豆,恰恰是因为过去两个世纪里整个人类世界消耗了越来越庞大的能源;工业文明的基础是能源的空前丰裕,绝非节约的结果。第二种观点则认为“能源到底是什么不重要,重要的是它将变成 100% 可再生能源”。他预告后续课程将用历史事实证明这种浪漫构想脱离实际。 如果摒弃账单与口号,究竟该如何科学定义能源?扬科维奇借用诗意的比喻指出:当一个人早晨醒来感觉“活力充沛”(full of energy),本质上意味着他觉得自己拥有掌控自身命运的强大能力,面对外界无所畏惧;而在物理世界中,拥有大量能源,正是意味着拥有掌控与改变外部环境的巨大力量。 在物理学中,能源并没有单一死板的文字定义,扬科维奇给出了他自己的核心定义:“对我而言,能源是量化系统状态变化的物理量。” > “在物理学中没有完全单一的能源定义。我给你们提一个:对我而言,能源是量化一个系统状态变化的物理量。”(Jean-Marc Jancovici) 这意味着,身边的世界发生的变化越多,介入其中的能量就越大;反之,调动的能量越多,环境被改造的程度就越深。无论是人类活动、机械运作还是物质转化,其物理实质均是能量驱动下的状态演变。 - 破除“节能带来繁荣”神话:当代文明的一切闲暇、分工与工业成果均建立在能源消耗量剧烈增长的基石上。 - 诗意隐喻背后的物理实质:拥有能源 = 拥有改造外部物理环境的能力。 - 扬科维奇的物理学定义:能源是量化一个系统(物理、化学、机械状态)发生改变程度的度量标尺。 ### [10:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=619s) 能量的本质:改变物理状态与改造世界 能量在日常生活中无处不在,其实质就是用来量化系统状态改变的物理量。无论是升高还是降低温度,加热器和制冷设备在运作时都必然伴随着能量的使用或释放。汽车的核心功能亦是如此——它的存在就是为了改变其所承载之物的速度,无论是将你还是你的行李在度假时从静止加速到巡航速度,速度的变化本质上就是系统状态的改变。同样,改变物质的形状也依赖能量:挖掘机把原本平整的泥土挖出并堆在坑旁,冲压机将平整的金属薄板冲压成车门,这些形态的塑造无一不需要消耗能量。 在微观与电磁层面,化学成分的重组同样伴随能量转换,人类维持生命运转最直接的化学变化便是对所摄入食物的消化,食物的终极意义正在于提供能量。电动机利用磁场与电流的相互作用消耗电能转化为机械能,而交流发电机则反向运转提供电能;原子核内部核子的重新排列蕴含着更巨大的能量——太阳本质上就是一个永不停歇的大型热核聚变炸弹,每时每刻都在将氢核聚变为氦核;物质与辐射的相互作用也是如此,学生们最沉迷的物质辐射互动莫过于智能手机的屏幕与信号,而夏日沙滩上享受日光浴的年轻人同样处于辐射能量的交换之中。让-马克·扬科维奇(Jean-Marc Jancovici)对此总结道:“So, in a general way, using energy is nothing more than transforming the world around us and conversely, transforming the world around us necessarily implies that there is energy involved.”(从宏观来看,使用能源无非就是在改造我们周围的世界;反过来,改造我们周围的世界也必然意味着有能量参与其中。) - **温度改变**:制热或制冷设备通过吸收或释放能量来改变系统的热运动状态。 - **速度改变**:交通工具(如汽车)通过消耗燃料改变自身及所载乘客、物品的运动速度。 - **形态改变**:开挖土方、冲压车门板金,通过机械做功重塑物质结构。 - **化学变化**:人体消化食物摄取能量,本质是生化分子键能的重排与释放。 - **电磁转换**:电动机(消耗电能产生动力)与发电机(机械能转化为电能)中的磁场与电流相互作用。 - **核反应**:太阳通过持续不断的氢聚变化作巨大核反应堆,产生源源不断的热核辐射。 - **辐射互动**:智能手机的信息传输与日光浴时人体吸收的光热,均属于物质与辐射的相互作用。 --- ### [12:20](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=740s) 永恒的“能源转型”与不可违背的物理定律 让-马克·扬科维奇谈到法国设立的“能源转型部”,幽默地指出该部门绝非现代产物,它其实是人类社会有史以来最古老的机构,因为人类整整经历了五十万年的能源转型。五十万年前,远古人类唯一能够支配的只有自身的肉体能量;随后人类学会了驯化火,这是人类掌握的第一种体外能量。到了古代,先民不仅掌握了所有的可再生能源,甚至少量利用了化石能源——苏美尔人很早就懂得使用石油,中国人在几千年前就开采并利用了煤炭。后来发生的工业革命,本质上就是人类对化石能源的大规模驯化与利用。因此,能源转型是人类文明的一种常态:只要人类找到利用新能源的方法,就会立刻付诸行动;而现代社会真正棘手的问题在于,人类在极短的时间尺度内,将所有能源转换过程的物理量级推向了前所未有的天文数字。 更关键的是,能源不是一个由人类意志决定的社会概念,而是一个纯粹的物理量。这意味着支配能量的法则是不可篡改的自然法则。扬科维奇打趣道,你可以学会并理解麦克斯韦方程组,但你绝不可能去修改它们;政客们再怎么希望为了消费者的购买力而稍微修改一下物理法则,也是徒劳无功的。尽管国民议会偶尔会试图通过立法的形式在字面上挑战物理规律,但在现实世界中,物理定律依然绝对有效。 > “The Ministry of Energy Transition is probably the oldest Ministry in the human community, since Men have been in energy transition for 500,000 years.” ——让-马克·扬科维奇 --- ### [14:16](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=856s) 热力学第一定律:一次能源与终端能源 谈到能源的铁律,最基础、每个人都熟知的是热力学第一定律,即能量守恒定律。将能量守恒定律应用到人类身上,会得出一个极其严酷而朴素的推论:人类自身既不能创造能量,也不能消灭能量,我们所能做的,仅仅是从周围环境中榨取原本就存在的能量,并为了人类自身的利益加以利用。扬科维奇调侃道,如果人类能在不与外界发生交互的情况下凭空产生能量,那就彻底违背了热力学第一定律;这种情节在《哈利·波特》的魔法世界里或许可行,但在现实物理世界中绝无可能。 在专业能源术语中,直接存在于自然环境中的能量形态被称为**一次能源(Primary Energy)**。而穿过最终用户计量表(仪表)的能量形态,则被称为**终端能源(Final Energy)**。当普通家庭通过天然气表烧饭、通过电表用电、从运油车向自家的取暖油箱注油并走表时,或者工业企业在玻璃窑炉前使用燃气计量表时,用户购买并用于驱动机器的能量全部属于终端能源。在自然界的一次能源与用户端的终端能源之间,横亘着一个庞大而复杂的能源系统与转换链条。 ```mermaid flowchart LR accTitle: 从一次能源到终端能源的流动 accDescr: 展示自然环境中的一次能源经过能源转换系统变为穿过计量表的终端能源的全过程。 subgraph S1["自然环境"] PE["一次能源<br/>(Primary Energy)<br/>煤炭/石油/天然气/风/光"] end subgraph S2["转换与输配系统"] SYS["能源系统<br/>发电厂/炼油厂/电网/管网"] end subgraph S3["最终用户"] METER["计量表<br/>(Gas/Electric Meter)"] FE["终端能源<br/>(Final Energy)<br/>家庭用电/工业燃气"] end PE --> SYS SYS --> METER METER --> FE ``` > “So, the energy conservation law applied to humans has a consequence that is simplistic, which is that humans can do nothing more than extract from the environment an energy that already exists and use it for their benefit.” ——让-马克·扬科维奇 --- ### [16:05](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=965s) 转换器的演进与“100%可再生能源”的历史样板 为了利用环境中的一次能源,人类必须借助“转换器(Converter)”。在人类历史的开端,人类所能利用的一次能源基本只有两种:摄入的食物和头顶太阳的温度;而当时人类拥有的唯一能量转换器就是自己的肉身。人类吞食热量、沐浴阳光,最终转化为大量的废热和少量的机械功。随着技术的发展,人类开始驯化其他生物转换器,例如役用牲畜和在特定历史阶段被迫充当活体转换器的奴隶——从物理属性来看,役畜吃的是百分之百可再生的青草,提供的是纯正的可再生机械能。随后,水车和风车在古欧洲的大地上铺开,水力和风力被大规模收纳进人类的生活。 因此,扬科维奇严肃指出,从历史眼光来看,“可再生能源”根本不是什么未来的新发明,它恰恰是人类的过去。一个“100%依赖可再生能源运转的世界”究竟是什么模样,人类历史上早就有了确凿的实测样本:那就是距今三个世纪前的人类社会。那个依靠纯粹可再生能源运行的世界确实运转得不错,但其对应的社会面貌是:全球人口仅有约10亿人,人类出生时的预期寿命只有30到40岁,全社会有三分之二的人口必须被束缚在田间地头从事艰苦的农业劳作。两个世纪前,先驱工程师与物理学家开创了用金属制造的不可再生转换器(机器),并向它们喂食当时未被大规模开采的化石能源,工业文明才由此诞生。当今社会的真正挑战并不是可再生能源能否存在,而是在抛弃化石燃料后,由巴黎高科矿业学院培养出的工程师体系以及人类庞大的现代机器网络,能否继续在100%可再生能源下维持原有的运行规模。 | 历史时期与转换阶段 | 主要一次能源 | 主要能量转换器 | 文明形态特征与代价 | |:--- |:--- |:--- |:--- | | **原始时期** | 采集/狩猎食物、太阳光热 | 人体自身 | 依赖自身肉体机能,仅能输出极少量机械功与维持体温 | | **古代与中世纪** | 薪柴、草料、风力、水力 | 役畜、奴隶、水磨、风车 | 全球约10亿人口,平均寿命30~40岁,2/3劳动力被束缚于农业 | | **现代工业社会** | 煤炭、石油、天然气等化石能源 | 金属机器、热机、发电机组 | 工业大生产、人均寿命翻倍、城市化扩张与现代工程文明建立 | > “So, a world with 1 billion people on Earth, 30-40 years of life expectancy at birth and two thirds of the population in the fields, that, I know it works in 100% renewable energy.” ——让-马克·扬科维奇 --- ### [18:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1121s) “消耗能源”的本质是驱动机器与庞大的外骨骼 让-马克·扬科维奇抛出了一个极具颠覆性的核心观点:从生理事实上看,人类自身根本不“消费”能源(除了咽进肚子里的食物)。普通人从未喝过原油,除了治疗胀气偶尔服用的药用碳粉外不会吃煤炭,也不会去吸入易燃的甲烷气体。“消费能源”这个日常用词带有严重的欺骗性,构成了认知上的巨大错觉。在现代社会中,所谓“消耗能源”,其实质就是**驯服并使用机器**。在所有涉及能源消费的报表和幻灯片中,只要看到“消耗能源”,都应当在脑中划掉并直接替换为“使用机器”;看到“能源消耗不断增长”,应当立刻翻译为“人类使用的机器规模在成比例地疯狂膨胀”。 人类消耗的全部能源,本质上是在按比例扩大人类为自身利益打造的一副庞大无比的“机械外骨骼(Mechanical Exoskeleton)”。身处机器丛林中,人们往往对这副外骨骼的运作熟视无睹。扬科维奇以早晨穿衣服为例:无论早晨多么昏睡、动作多么笨拙,普通人穿上一件衣服只需要几秒钟或几十秒钟。然而,就在这短短几秒钟内,每个人的背后都已经无意识地调动了成千上万台远方的机器——从采棉、纺纱、织布、染色到物流运输,整个由庞大能量驱动的机器外骨骼早已在不知不觉中为穿衣者运转完毕。 > “Consuming energy is actually domesticating a machine.” ——让-马克·扬科维奇 ### [20:39](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1239s) 隐形机器军团:穿衣、刷牙与手机背后的庞大工业链 让·马克·扬科维奇(Jean-Marc Jancovici)引导台下的巴黎高科矿业学校学生反思日常生活中那些习以为常的微小动作。早晨穿上一件衣服,看似轻描淡写,实则在无意识中调动了一整支庞大的机器军团。如果穿的是棉、麻等天然纤维衣物,在它变成衣物之前,已经有大量农业机械完成了整地、播种、采收和初步加工;如果穿的是聚酯、尼龙等合成纤维,那就是石油化工的产物——当你套上一件化纤T恤或内衣时,你身上其实“穿上了一小块海上石油平台、一小块蒸汽裂解炉和一小块炼油厂”,也就是屏幕上展示的那些造价高达50亿美元的工业巨兽。面料需要染色,这就离不开上游化学工业;纤维需要纺纱织布,需要无数机械织机;棉花产地、纺织厂与印染厂往往相隔万里,运输环节又动用了卡车、货运列车乃至货运飞机;为了容纳炼油厂和化工厂,还得建造巨型厂房;为了维持运转,电厂必须日夜发电。 洗漱环节同样隐藏着惊人的工业复杂性。医生建议刷牙三分钟,赶时间的人刷一分钟,这短短几分钟同样消耗了海量机器的运转。扬科维奇展示了法国北部罗盖特家族企业(Roquette)旗下的一座大型化工厂:牙膏为了口感必须带甜味,但普通糖分会导致蛀牙,因此工厂从玉米淀粉中提炼出数百种化学分子之一的“山梨糖醇”(Sorbitol)。这座工厂每天要吞吐整整一列火车的玉米,几千名工人采用“三班倒”(3/8)不间断轮换作业,是全法国规模最大的化工厂之一。牙膏皮如今基本不再使用金属,全由塑料制成,这背后又是一整套石油平台、炼油厂、裂解炉,以及把塑料颗粒塑造成管状的挤出机(Extruder)。人们刷牙时为了避免弄脏衣服通常面对镜子,而镜子诞生于浮法玻璃生产线;水龙头流出的是经过自来水厂多道工序净化过滤的饮用水。 随后,扬科维奇将话题转向现代人视为“生命中最重要之物”的智能手机。每拨打一通电话或发送一条信息,背后都有数以千计的机器在协同运转:一部智能手机内含有多达40种不同的金属元素,其中许多元素的富集浓度极低,这意味着全球各地有数十种采矿机械在同时挖掘开采。仅有手机终端毫无意义,必须拥有能够覆盖全球的电信通信网络,这就需要高塔钢构制造机、光缆铺设工程车、芯片制造厂与超纯水制备设备。现代人的每一次呼吸与行动,本质上都寄生在庞大的机器系统之上。 ```mermaid flowchart TD accTitle: 日常生活背后的隐形工业机器链 accDescr: 展示穿衣、刷牙与手机背后所调动的采矿、石化、农业及运输等重工业支持网络。 subgraph DailyLife["日常行为"] A["穿着化纤/棉质衣物"] B["早晨挤牙膏刷牙"] C["使用智能手机通信"] end subgraph IndustryChain["支撑背后的机器网络"] M1["农机采收 + 纺织织机 + 染料化工"] M2["石油钻井平台 + 炼油裂解 + 挤出成型"] M3["淀粉化工(山梨糖醇) + 浮法玻璃 + 水净化"] M4["40种金属采矿机械 + 光缆铺设 + 基站电网"] end A --> M1 A --> M2 B --> M2 B --> M3 C --> M2 C --> M4 ``` - 一件化纤衣物的源头是造价约50亿美元的海上钻井平台、炼油厂与蒸汽裂解装置。 - 制造防蛀牙膏甜味剂山梨糖醇的罗盖特(Roquette)淀粉化工厂,每天消耗一整列火车的玉米,采用3×8三班倒倒班制。 - 一部智能手机包含40种不同金属,大部分处于超低富集浓度,依赖遍布全球的采矿机械设备。 --- ### [25:13](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1513s) 能源归零假设:失去能源不是损失3%的GDP,而是文明崩溃 扬科维奇用反向推论彻底拆解了主流经济学对能源的轻视。经济学家常因能源成本仅占全球GDP的几个百分点(约3%),便认定能源在经济增长模型中只是微不足道的生产要素。扬科维奇尖锐地指出,如果明天早晨瞬间切断全世界的能源供应,人类失去的绝不是3%的GDP: > “如果明天早晨立刻剥夺全世界的能源,基本上就会发生这种情况:你们会挨饿,你们会冻死,而且你们会自相残杀。” 在没有能源的世界里,没有任何现代交通工具能够运转,卡车无法进城运送粮食,自来水管网停摆,电网瘫痪导致医院无法维持生命支持设备,银行系统由于服务器停机彻底崩溃。整个现代文明的骨架完全搭建在流动不息的能源之上。扬科维奇强调,能源在账面上究竟占收入的1%还是100%根本不是核心议题,核心在于文明对机器与能源的绝对依赖性——失去能源,机器全体停摆,人类社会将即刻坠入原始状态与全面混乱。 --- ### [26:13](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1573s) 能源计量单位:从焦耳、千瓦时到“能奴”概念 为了进入定量分析,扬科维奇梳理了衡量能量的各种物理单位。在巴黎高科矿业学校的入学考试中,学生唯一被允许使用的标准国际单位是焦耳(Joule)。但在现实工业与宏观经济讨论中,焦耳的数值过于微小,以至于描述宏观能源时需要写下一长串令人眩晕的零。为了去掉6个零,工程界和大众生活普遍采用千瓦时(kWh): $$1 \text{ kWh} = 3.6 \times 10^6 \text{ J}$$ 千瓦时的优点在于它直观反映在每个人的电费账单上。扬科维奇给出了一个关键基准数据:今天一个典型的法国人,若算上全口径能源消耗以及所有进口商品在制造与运输过程中消耗的“隐含能”(Embodied Energy,例如完全在国外生产的智能手机),每人每年平均消耗约60,000千瓦时(kWh)。 能源行业巨头更偏好能够再拿掉4个零的单位——吨油当量(toe / tep)。一吨油当量的物理定义非常直观:即燃烧一吨石油所释放的热量。由于全球各地开采的原油品质与热值各有差异,国际通行标准通常取“平均品质原油”,约定1吨油当量约为11,600千瓦时。此外,英美体系引入了各种与公制系统格格不入的英制单位,而在微观物理中偶尔会用到电子伏特(eV)。 为了让没有物理直觉的人深刻理解能量的实质,扬科维奇在此正式提出了整门课程中最具代表性的概念——“能奴当量”(Slave Equivalent)。他将1个能奴定义为:**一名体格健康的成年劳动力,一年全职从事繁重体力劳动所能提供的机械功极限,大约等于100千瓦时(kWh)**。 - 焦耳(Joule)作为基本单位在宏观能源计量中过于细小,通常用千瓦时(kWh)消去6个零。 - 法国居民人均年度能源消费量(含商品进口隐含能)约为 60,000 kWh。 - 1吨油当量(toe)定义为燃烧一吨平均品质石油所释放的能量,约等于 11,600 kWh。 - 1个“能奴”(slave equivalent)对应的人体年均机械功产出基准线约为 100 kWh。 --- ### [28:40](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1720s) 人体肌肉的物理极限与一升汽油的惊人能量 扬科维奇随后用高中物理力学公式,带领学生对人体体能极限进行严谨的定量验算。他半开玩笑地询问在座学生有谁徒步爬过埃菲尔铁塔。埃菲尔铁塔高约300米,假设一个人为了健身或给游客留下深刻印象,在一天之内把埃菲尔铁塔连续爬上6.3次,那么全天累计克服重力爬升的净落差达到2000米。 此时人体双腿做功的机械能计算公式极其简单: $$E = m \cdot g \cdot h$$ 取体重 $m \approx 70\text{ kg}$,重力加速度 $g \approx 9.8\text{ m/s}^2$,爬升高度 $h = 2000\text{ m}$,算出的机械功只有可怜的约 1.4 兆焦耳,折合不到区区 0.5 千瓦时(kWh)。扬科维奇调侃道,这就像电影《绿色食品》(*Soylent Green*)中查尔顿·赫斯顿(Charlton Heston)拼命踩自行车发电一样,哪怕一个受过严格体能训练的精壮成年劳动力蹬车踩上一整天,最终输出的净机械能也就只有0.5度电左右。 如果假定这名劳动力每两天就进行一次这样高强度的“攀爬”(相当于一年内每天早晨雷打不动徒步爬3次埃菲尔铁塔),那么在刨除休息日、干满全年的极限状态下,双腿输出的总机械功也仅有约100千瓦时。 如果换成用双臂和背部干重体力活,例如拿着铁锹人工铲土,一名工人一天之内人工翻运6立方米、重达15吨的泥土,除了双手磨出满手血泡以外,双臂全天输出的有用机械功仅仅只有可怜的0.05千瓦时——在能量尺度上,手臂做功的效率比双腿还要“可怜十倍”。一名全职干重力气活的双臂劳动力,整整工作一年产出的机械功大约只有10千瓦时。 | 人体劳动形式 / 能源介质 | 物理做功特征 | 日均输出机械能 | 全年累计机械能 | |:--- |:--- |:--- |:--- | | **强壮双腿(极限爬楼/脚踏)** | 每日垂直爬升2000米(相当于爬6.3次埃菲尔铁塔) | ~0.5 kWh | ~100 kWh(按隔日工作计) | | **强壮双臂(重体力铁锹铲土)** | 每日翻运6立方米(约15吨)泥土 | ~0.05 kWh | ~10 kWh(全年全职) | | **1升普通汽油(热能)** | 完全化学燃烧释放的热量 | 10 kWh(热能) | — | | **1升汽油经内燃机转化** | 内燃机机械转化效率(20%~40%) | **2 ~ 4 kWh(净机械功)** | — | 扬科维奇将人体的体能极限与市售能源进行了震撼性的对比:在加油站购买一升价格被公众抱怨“高到离谱”的汽油(当时约1.60欧元),其蕴含的化学热能整整有10千瓦时。即便把这升汽油倒进现代汽车的内燃机中,受热力学卡诺循环与机械磨损限制,只能将其中的20%到40%转化为有用机械功,司机依然能从中稳定榨取2至4千瓦时的纯机械动力。 这意味着,仅仅一升售价1.6欧元的汽油,在极其低效的转化下所能释放的有效机械动力,已经超越了人类双腿连续数天翻山越岭、或是人类双臂连续挥锹挥汗如雨工作数十天的生理极限总和。廉价化石能源正是以这种超乎人类生理肉身成百上千倍的力量密度,支撑起了整个现代工业文明的繁荣表象。 ### [32:27](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=1947s) 机械功的极端廉价与人类劳动力的淘汰 如果将人体的物理劳作能力与化石燃料做直观对比,差距令人震惊。1 升汽油驱动的机器能够改变环境的做功能力,相当于 10 到 100 名成年劳动力整整一天的重体力劳动(无论他们是用手臂还是双腿)。将这种物理量转化为经济成本后,差距更加悬殊:如果要雇佣工人提供 1 千瓦时(kWh)的机械功,需要支付数百至数千欧元的工资;而一台运转中的机器,抛开购置折旧不谈,其边际做功成本仅需数十欧分。 这意味着人类每用机械取代一名劳动力,单次改变环境的单位成本就断崖式下降数百到数千倍。这正是现代经济体制下一切工序都在被无情机械化、自动化的底层逻辑:流水线工人必然会被工业机器人替代,农夫必然会被拖拉机替代。这一切的驱动力并非冷酷的资本意志,而是人机劳作成本之间巨大到不可逾越的鸿沟。 - 1 升汽油的做功能力相当于 10 到 100 个人全天的体力极限劳动。 - 雇人提供 1 kWh 机械功成本高达几百到几千欧元,机器边际成本仅需几十欧分。 - 无论农田还是工厂,只要技术可行,机械化替代人力是必然发生且无法逆转的过程。 ```mermaid flowchart LR accTitle: 劳动力与化石能源成本对比 accDescr: 展示人类劳动力与汽油机械在能量产出与成本上的巨大差距 subgraph Human["人类劳动力"] H1["10-100 天高强度体力劳动"] H2["成本:数百至数千欧元 / kWh"] end subgraph Machine["化石能源机械"] M1["1 升汽油做功"] M2["成本:数十欧分 / kWh"] end H1 -.->|"物理做功等价"| M1 H2 -->|"成本降低数百至数千倍"| M2 ``` --- ### [34:09](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2049s) 奴隶制的终结:并非基因突变,而是石油的解放 这种极端的成本差距不仅重塑了现代工业,也在历史上彻底消解了奴隶制存在的经济根基。从经济核算的角度看,蓄奴成本极为高昂:不仅需要违背其意愿跨海掠夺(例如大西洋奴隶贸易时期高昂的交易与运输费用),还必须防范奴隶暴动、防止其逃跑,并为其提供维持生存的口粮。最终,奴隶劳动的单位成本依然比不知疲倦、从不罢工、无需安抚且能全天候 24 小时运转的机器高出 10 到 100 倍。 奴隶制在现代文明社会中的瓦解,根本原因不是人类在两三百年间发生了基因突变或道德暴击——现代人的基因密码与几百年前的祖先完全相同。真正的原因在于技术提供了廉价且更省心的替代手段,让奴役同类的行为失去了经济诱因。 > “So, what freed the slaves was oil.”(所以,真正解放奴隶的是石油。) --- ### [35:43](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2143s) “清洁能源”的幻象与原初能源的界定 在能源大讨论中,公众对基本物理常识往往存在深刻误解,例如将氢气(Hydrogen)或燃料电池(Fuel cell)视为替代能源。氢在宇宙中固然极度丰富(如太阳),但在地球环境中几乎全部以水或有机化合物等化合态形式存在,并不属于可直接开采的“一次能源”(Primary energy)。提取氢必须打破化学键(如电解水),消耗的能量必然大于其燃烧所能释放的能量。氢气只是一种能量载体,而燃料电池不过是一种发动机。 基于物理学原理,自然界中不存在所谓的“绿色能源”、“粉色能源”或“黑色能源”,能源的本质就是对物理环境进行改造的度量。任何能源形式,只要被人类开发利用到足够庞大的规模,都必然带来负面后果;如果用光伏板铺满整个地球,它同样极度肮脏和破坏生态。 - **伪一次能源辨析**:氢气是载体,燃料电池是发动机,真正的能源来源必须能在环境中原态获取。 - **“清洁能源”的真相**:所谓清洁能源,通常只是因为其开采和利用规模尚处于微不足道的初级阶段,其负面影响尚未爆发。 - **选择的本质**:人类选择任何能源,本质上都是在权衡其伴随的具体环境代价与物理弊端。 --- ### [37:51](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2271s) 自然之物皆免费:人类付钱买的究竟是什么? 大众舆论常宣称风能和太阳能具有“免费”的先天优势,但从物理现实来看,自然界中的一切能源本身都是免费的。正如没有人为阳光和风力支付过诞生费用一样,也从来没有人给地下生成的石油付过一分钱。大自然从来不会向人类开具账单。 市场上所谓的“能源价格”,支付的本质上只有两项内容:一是向地表拥有者支付的“地租”(Rent,购买其分享资源的意愿),二是向开采、提炼和运送能源的工人及工程师支付的报酬。我们用货币购买能源,钱自始至终只流向了参与劳动的人类。 - 能源在自然界中是无价/免费的物理存在。 - 能源定价取决于获取该能源所消耗的“人类劳动量”,而非能源在宇宙中的理论总量(例如宇宙真空中充满 3 开尔文背景辐射,总量惊人却无法提取利用)。 - 能源的经济成本完全由物理条件决定:原生态能源在环境中的富集程度,以及人类跨越物理屏障提取它的难易程度。 --- ### [40:31](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2431s) 极度富集与极度稀疏:石油与风电的百倍成本对决 石油之所以成为现代工业的基石,是因为它具有高度富集的能量密度,且开采的技术屏障极低(历史上德雷克上校在泰特斯维尔只需打几个浅孔,石油便喷涌而出)。相反,弥散在自然界的低密度能源提取成本极高。 通过严密的物理测算可以看出这种差距:一间 10 米见方教室内的空气体积约为 1000 立方米。即便刮起 80 公里/小时的烈风(相当于南法著名的密斯特拉风或 45 节航海强风),让这 1000 立方米空气全部穿过风力发电机,所能转化出的电能仅相当于燃烧 3 毫升(ml)石油所释放的能量——既不是 3 吨,也不是 3 升,仅仅是 3 毫升微不足道的液体。 这种物理密度差异直接反映在终端电力成本上: 1. **即时发电成本**:欧洲风电度电成本约为 6 到 8 欧分,但这只能在有风时供电;一旦无风,投影仪、地铁、照明乃至冷藏啤酒的冰箱都会停摆。 2. **储能平抑成本**:为克服间歇性,风电必须配置储能系统,度电成本将立刻暴增 3 到 6 倍,达到数十欧分。 3. **天然储能对比**:沙特油田抽出的石油本身就是天然储能介质,随时随地可用,其开采折合的等价度电成本仅需约 0.3 欧分。 风力提取与储存的单位度电成本比沙特原油高出约 100 倍。这种由空气密度极低(1.2 kg/m³)所决定的物理法则无法逆转;更讽刺的是,现代人类建造风力发电机所消耗的工业原料与设备,本身还是依赖石油工业打造出来的。 ### [44:07](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2647s) 为什么人类从可再生能源转向化石能源:物理学的根本差异 风力涡轮机并不是在一个封闭系统中凭空诞生的。制造一台现代风力发电机,必须深度依赖极其高效且强大的化石工业体系:开采铜矿、铝土矿、铁矿石,完成高能耗的冶炼,将零部件加工组装,再依靠大型机械运输并浇筑沉重的混凝土基座。这一切无一例外都是依靠化石燃料完成的。如果规定制造风机所用的一切设备与物料也必须完全由风力发电机提供动力,那么风电的度电成本绝不可能维持在每千瓦时 6 到 8 欧分。从容易开采的油井中获取一千瓦时能量,与从稀薄的风力中获取一千瓦时能量,两者在物理转化难度上存在几十倍到上百倍的固有差距,这是无法逾越的物理学定律。 正因如此,人类在历史上绝非主动从化石能源转向可再生能源,实际发生的恰恰完全相反。两百年前的航海完全是 100% 可再生的,因为风向与风力难以预测,船员不得不带上海量柠檬以防患上坏血病;而今天为了将快时尚 Zara T 恤迅速跨洋送达,全球航运全部依赖化石动力,效率与速度呈指数级提升。几个世纪前人类拥有 100% 可再生的交通、100% 可再生的农业、100% 依靠人力与牲畜的可再生土木工程。罗马人用这种方式修筑了罗马大道,但要修筑法国如今上百万公里的公路网络则慢得无法想象;巴黎圣母院历时一个世纪才建成,埃及金字塔耗费数个世纪,而如今建造拉德芳斯商务区的 D2 大厦依靠化石能源机械转瞬即可落成。过去人类用阳光这种“100% 可再生干衣机”晒衣服,现在烘干机改用天然气则快得多。 人类本质上是一种“积累型动物”,在过去两个世纪里之所以系统性地抛弃风力、水力和柴薪,转向煤炭、石油和天然气,完全是因为化石能源的物理特性远优于可再生能源,能让人类以无与伦比的速度积累财富与改造环境。面对这种由物理规律主导的历史进程,政界却轻易许诺人类可以在丝毫不损害现有生活水平的前提下全盘退回可再生能源。Jean-Marc Jancovici 尖锐地提醒学生:“Would I agree to bet all of my parents' savings on what I am saying?”(“我是否愿意拿我父母的全部积蓄,来为我所说的话打赌?”)如果心中产生一丝迟疑,就说明内心深处根本没有被这种脱离物理现实的政治修辞所说服。人类对可再生能源世界并不陌生,那正是人类祖先世代生活的贫瘠旧世界,带着全球 70 亿人口回到那个时代,绝不可能维持当前的消费规模。 ```mermaid flowchart LR accTitle: 现代风电机制造对化石能源体系的依赖链条 accDescr: 展示从矿石开采、冶炼、运输制造到风电输出对化石能源基础设施的全面依赖 subgraph FossilBasis["化石能源支撑工业体系"] direction TB A["采矿与冶炼 (铁矿/铝土/铜)"] --> B["重型制造与水泥基座"] B --> C["物流运输与现场吊装"] end subgraph RenewableOutput["可再生转化"] direction TB C --> D["现代风力发电机"] D --> E["稀薄风能转化为电力"] end ``` - 风电制造依赖庞大的上游化石冶金体系,两者的物理回报率相差几十倍到上百倍。 - 历史上的全可再生模式极其缓慢低效:建造巴黎圣母院历时一个世纪,建造金字塔历时数个世纪。 - 支撑现代化高生活水平的核心是化石燃料优异的能量密度与可控性。 --- ### [48:05](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=2885s) 从人力到机械外骨骼:功率的飞跃与现代社会的诞生 如果从“能量”进一步转换到“功率”的视角,现代文明的物质基础就展现得更加直观。一个成年劳动力全天高强度工作,其物理输出仅相当于 0.05 至 0.5 千瓦时(kWh)的有用功;若折算到 5 至 10 小时的劳动时间里,人体的平均机械输出功率仅仅在 10 到 100 瓦特(W)之间,效率极低且不人道。然而,一台最普通的现代农业拖拉机或中型工地挖掘机,其发动机功率普遍在几十千瓦到 100 千瓦左右。 工地挖掘机机身旋转平台下方通常附带铭牌标注着发动机功率。换算下来,一台几十到一百千瓦的工程设备能够直接替代几百对下肢的踩踏力,或者几千对强健手臂的劳作力;一台拖拉机则能替代几百名壮劳力和数十头耕畜。现代农业生产力之所以能较古代暴增数百倍,绝非因为农夫像印度教中的湿婆神(Shiva)一样突然长出了数百条手臂和腿脚,而是人类发明了由化石能源驱动的“机械外骨骼”。正是在重型卡车、水泥厂和挖掘机的协作下,当代普通人仅用几年的工资就能购置或建造一栋属于自己的房屋,而这在两三百年前的封建时代是绝大多数平民穷尽一生都不可企及的奢望。 ``` 古代模式(人力与畜力): 1 名劳动力 ≈ 10 - 100 W 功率 建房周期:极其漫长(数代人积累,平民极难拥有) 现代模式(机械外骨骼): 1 台中型农机/挖掘机 ≈ 100 kW 功率(≈ 替代数千对强壮手臂) 1 辆重卡 ≈ 司机腿部输出功率的数千倍 1 架大型客机 ≈ 飞行员机械做功的 1,000,000 倍 ``` 交通与重工业的放大效应更为惊人。一辆重型卡车行驶时输出的动能,相当于司机双腿踩踏做功的几千倍;一架大型客机在空中飞行,相当于机长双腿踩踏做功的一百万倍;而福斯港(Fos-sur-Mer)现代化钢铁厂的一台工业轧机,其施加的强力相当于给整个法兰西岛大区(Île-de-France)的所有居民每人发一把铁锤连续重击钢铁板材。Jean-Marc Jancovici 对台下的工科学生打趣道,如果没有充沛的外部能源供应,学生们今天根本不可能安坐在矿业学院的阶梯教室里听课,全法兰西岛的居民都必须整天泡在工地上挥锤锻打钢板。此外,合成氨与有机化工离不开蒸汽裂解装置(Steam Cracker),正是这类工业中枢直接解放了数以百万计的劳动力手臂,构成了现代化社会赖以运转的物质支柱。 - 人体做功功率极低,正常工作状态下平均仅为 10 至 100 W。 - 100 kW 功率级别的施工机械与农机,相当于几百对腿或几千对手臂的机械输出。 - 大型客机在巡航时输出的机械动力,相当于飞行员腿部踩踏功率的 100 万倍。 - 福斯港工业轧机施加的锻造力,等同于动员整个法兰西岛所有人口整日挥舞铁锤。 --- ### [51:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3079s) 木材与煤炭的历史演变:人均煤炭消耗从未下降 能量是衡量物理世界发生形变与转化的尺度,人类通过各类能量转换器将能源转化为做功,而现代转换器绝大部分已经由机器取代了人体。从 1860 年有可靠数据记录以来的历史长河来看,人类最古老的可再生能源代表就是木材。一个半世纪以前,全人类主要依赖木材取暖、烹饪以及为铁匠炉提供燃料。为了进行早期金属冶炼,欧洲曾遭遇大面积的原始森林滥伐,随后木材还被用于驱动初代蒸汽机。在 1860 年代,全球人均每年消耗约 5,000 千瓦时的木材能量;随着化石能源崛起与人口膨胀,全球人均木材消耗量呈现持续下降趋势,木材几乎是唯一一个人均消耗量下降的历史能源。 取而代之的是煤炭的大规模开采。煤炭起初替代木炭进入高炉冶炼生铁与钢材,随后作为优质烟煤(Bituminous Coal)全面驱动蒸汽机与工业铁路网。一百五十年前全球人均煤炭消费量极低,而如今全球人均煤炭年消费量已经攀升至约 5,000 千瓦时。纵观人类能源消费曲线,全球人均煤炭消耗量自工业革命以来就从来没有下降过。煤炭在人类文明史上从未真正成为“过去式”的能源形态。当代西方消费者自认为早已脱离了煤炭时代,但这只是假象:欧美日常进口的海量生活用品均产自以煤炭为核心电力的国家,首当其冲的就是中国。只要商品的标签上印着“Made in China”,在本质上就等同于“Made in Coal(煤炭制造)”,全球贸易将煤炭消耗隐蔽地转移到了每个消费者的账单背后。 在当今全球煤炭的总消费流向中,三分之二被送入了电厂锅炉用于集中发电,约 10% 属于高碳含量的炼焦煤用于冶金炼钢,剩余部分则用于城市集中供热、分散锅炉与工业窑炉。法国国内长期围绕本土 60 GW 的核电装机容量展开激烈争议,但放眼全球,现役燃煤电厂的总装机容量高达约 2,000 GW,是法国全部核电装机规模的 30 至 40 倍。为了达成《巴黎协定》所设定的将全球升温控制在 2℃ 以内的硬性目标,现有的这 2,000 GW 燃煤电厂必须在极短时间内全部退役封存。Jean-Marc Jancovici 指着讲台前年轻的学生们严肃强调:“So, by the time you're my age, not that far away, I can assure you, all the coal-fired power plants in the world must have disappeared...”(“所以,等到你们长到我这个岁数——我向你们保证,那一刻绝非遥不可及——世界上所有的燃煤电厂都必须已经彻底消失……”)这意味着在短短二三十年的时间窗口内,全球工业基础将面临史无前例的重构压力。 | 能源形态 | 1860 年前后全球人均年消耗量 | 当代全球人均年消耗量 | 核心历史演变特征 | |:--- |:--- |:--- |:--- | | **木材 (Wood)** | 约 5,000 kWh / 人 | 显著下降(但总量维持) | 欧洲森林滥伐主因;人类历史上几乎唯一一个人均消费量下降的能源 | | **煤炭 (Coal)** | 极低(处于早期普及阶段) | 约 5,000 kWh / 人 | 人均消费曲线从未走低;全球三分之二用于火电,10% 用于冶金 | - 全球人均煤炭消耗量在过去一个半世纪中只升不降,从未退出过历史舞台。 - 全球煤炭消耗结构:约 66.7% 用于发电,约 10% 为炼焦煤用于冶金,其余用于供热与工业原料。 - 全球现役煤电装机约 2,000 GW,相当于法国核电总装机(60 GW)的 30 到 40 倍。 - 《巴黎协定》的 2℃ 气候温控目标,要求这 2,000 GW 煤电在当代青年步入中年之前全部清零。 ### [55:28](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3328s) 石油并未替代煤炭:机动性之王与早期的电动车竞争 在能源演进的图表上,可以极其直观地看到一个规律:石油从来没有取代煤炭。事实上,全球人均石油消耗量只是叠加在原有人均煤炭消耗量之上。这两者之所以没有发生替代,是因为石油的用途与煤炭截然不同。石油是名副其实的“机动性之王”,因为它是单位体积携带能量最高的能源形态。在一升(即一立方分米)的体积里,如果想装入用于驱动运动的能量,自然界中没有任何东西能比石油做得更好。它在室温下呈液态,极其易于储存与运输,而在需要随身携带能量以确保行驶自由的交通领域,石油毫无悬念地赢得了全面胜利。如今,全球陆上跑的、天上飞的、水里游的一切交通工具中,有98%都在依赖石油驱动。 很多人容易忽略一段历史事实:世界上第一辆时速突破100公里的汽车其实是电动汽车。不仅如此,电动机的能量转化效率是内燃机的三到四倍。内燃机之所以在一个世纪前的动力技术竞争中彻底打败电动机,绝非因为内燃机本身性能多么优越,而是因为电力极其难以在携带的同时保障车辆的自主续航能力。Jean-Marc Jancovici 总结道:“因此,并不是因为燃油发动机本身有多优越才在一个世纪前淘汰了电动机,而是因为使用电力时,你极难随身携带足够的能量来保障自主行动。” - 现代交通体系的命脉:当今全球98%的轮轴、机翼与船帆完全依靠石油制品运行。 - 能量密度与便携性:常温液态特性与极高的体积能量密度,让石油在交通运输领域建立了不可撼动的霸权。 - 历史讽刺:世界上第一辆破百公里时速的车辆是电动车,且电机效率是燃油机的3至4倍,但电池的低能量密度在百年前败给了燃油箱。 --- ### [57:14](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3434s) 石油危机:不仅是价格震荡,更是无限扩张时代的终结 在听众出生之前,全球人均可用石油量经历了一次极其剧烈、毫无缓冲的急刹车。在能源历史上,这个剧变节点被称为“石油危机”(Chocs pétroliers)。大众对石油危机的普遍记忆往往流于表面,只记得当时油价飙升到天价,随后又大幅回落,于是人们便觉得危机已经过去,可以翻篇遗忘了。但现实完全不是这样。那是一个全球石油供应从狂飙突进到骤然减速的历史拐点;人均石油供给不仅停止了暴增,反而开始下滑并陷入停滞。 价格飙升不过是这场地壳变动在海面上激起的浪花。石油危机最核心的本质,在于它彻底宣告了一个物理规模迅速扩张的黄金时代走向终结。它标志着自工业革命以来,人类可以毫无顾忌地依靠廉价激增的液体燃料推动经济指数级扩张的模式遭遇了硬边界。Jean-Marc Jancovici 强调:“石油危机的主要特征是,它标志着一个急速扩张世界的终结。” ```mermaid flowchart LR accTitle: 从石油暴增到石油危机的历史转变 accDescr: 展示石油供应从指数级增长遭遇石油危机后转变为人均供给停滞的过程 subgraph Growth["扩张时代"] A["石油供应高速狂飙"] --> B["全球人均石油量激增"] end subgraph Shock["物理拐点"] B --> C["1970年代石油危机"] C --> D["价格暴涨暴跌 (表面浪花)"] end subgraph Limit["增长终结"] C --> E["人均供应见顶停滞"] E --> F["无限扩张世界的终局"] end ``` --- ### [58:15](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3495s) 能源层层叠加的现实与新能源的“报纸版面幻觉” 历史并未停止在石油时代,随后天然气进入舞台,但它同样没有取代石油,而是叠加上去;水力发电紧随其后,以同样的方式累加在总盘子之上;再之后是核能,同样也是堆叠上去。如今,轮到了全社会天天都在挂在嘴边、炒得沸沸扬扬的“新型可再生能源”(风能、太阳能等)。如果将这些新型可再生能源平摊到全球每个人头上,它们在整体能源结构中所占的微小份额会令人大吃一惊。 在统计纯电力的新型可再生能源时,能源界通常有两种折算标准。历史上绝大部分电力来自热机(卡诺循环机),即通过燃烧煤、气、油或裂变铀产生热量,以卡诺效率上限($1 - T_2/T_1$)驱动汽轮机。因此,很多能源平衡表采用“一次能源当量”(Primary equivalent) convention,将光伏与风电直接折算为生产同等电量所需的化石燃料热能。即便采用这种对新能源最为优待、最显体量的换算方式,其现实占比依然微乎其微。Jean-Marc Jancovici 调侃道:“今天,它在报纸版面上占据的空间,远远大于它在世界实际能源消费中所占的份额。”这种反差不仅存在于绝对总量的存量对比中,同样反映在残酷的边际增长动态之中。 --- ### [01:00:06](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3606s) 每个人身后的200个奴隶:机器外骨骼将人类变成钢铁侠 从全球人均视角来看,如今每个地球人每年调动的体外能量(Extracorporeal energy)约为 20,000 千瓦时(kWh)。虽然这一数字统计的是一次热能,折算成纯机械功会有所损耗,但考虑到机器不仅替代了人类的双腿,更全面接管了人类的双臂,按照粗略的一比一当量折算,这相当于每个地球人身边常年围绕着 200 个不知疲倦的奴隶昼夜不停地为他劳作。换言之,人类建造出来的庞大机器网络,让全人类的肌肉力量被放大了整整 200 倍。 人类并不是通过像大力水手吃菠菜那样让自己肉身变强,而是机器吞食了一桶桶石油,从而构成了极其庞大的“机械外骨骼”。正因如此,当今全球 70 亿人口依靠机器所创造的物质生产规模,在物理体量上等同于没有机器时的 1.4 万亿纯人力劳动。地球显然根本无法养活 1.4 万亿人口。人们习以为常的现代生活,本质上就是全天候使用义肢和体外假体:通往学校或单位的火车是延伸的双腿,汽车与飞机更是高度强化的腿部义肢。Jean-Marc Jancovici 指出:“现代人类拥有 70 亿人口所达到的物质生产体量,完全是因为机器的存在,它相当于我们在没有机器的情况下拥有 1.4 万亿人口。” - 人均体外能量:全球平均每人每年消耗约 20,000 kWh 的一次能源。 - 人力倍增系数:全球平均每人拥有相当于 200 个全职能量奴隶;在法国等发达国家,这一倍数高达约 600 倍。 - 钢铁侠套装的碎片:洗衣机、电梯、吸尘器、农用拖拉机、阿丽亚娜火箭、人造卫星、污水净化厂、钢厂轧机等,都是日常套在每个人身上的“钢铁侠动力装甲部件”。 --- ### [01:02:18](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3738s) 化石能源的定义与经济学核算的荒诞错位 这套驱动整个文明的动力外骨骼,其底层能量绝大多数来自化石燃料。所谓化石,定义就是古代生命的遗骸:煤炭是石炭纪生长的高大蕨类植物遗骸,而石油和天然气则是几百万至几亿年前微小浮游生物与藻类的沉积变质物。正是凭借这些深埋地下的远古遗赠,人类才摆脱了几个世纪前法国农民的生存困境——那时人均预期寿命只有大约30岁,从生到死收入毫无增长,终其一生都在饥馑与匮乏中挣扎。现代人认同的“收入随年龄增长”的概念,是化石能源时代才出现的近代产物。 正是在这里,现代经济学暴露出最脱离物理现实的荒诞之处:能源在全社会的总账单中仅占大约 3% 的开销,这让绝大多数经济学家和决策者以为能源无足轻重。但从物理生产力的角度来看,机器和能源发挥的机械力量是全人类肉体肌肉力量的 200 倍。如果财务会计核算能够忠实反映客观的物理世界,企业账目中能源与动力的支出应当比人类工资高出 200 倍;相应地,一个普通大学毕业生的起薪应当被削减大约 1000 倍。Jean-Marc Jancovici 尖锐地指责这种经济偏见:“这就是为什么能源支出仅占我们开销的3%是一个光学幻觉,它其实位于发生在你身上的一切事物的100%的核心!” --- ### [01:04:50](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3890s) 生产中的脑机接口隐喻、黄马甲运动的悖论与地表空间争夺 在当今高度自动化的物质生产环节中,人类的实际职能已经退化到仅仅是“机器的操控员和看护者”。在绝大部分岗位上,如果砍掉员工的双臂双腿,只要保留大脑并连上电脑向机器下达指令,整套生产系统依然能完美运转。这套强大的机械外骨骼在全球平均提供了 200 倍的产能放大,而在高度工业化的法国,这一乘数高达 600 倍。这意味着即便是自认为生活困窘、走上街头抗议的法国“黄马甲”,其真实享受的物质能量也是几百个隐形奴隶服侍的产物,其生活水准远超古代的王公贵胄。Jean-Marc Jancovici 毫不留情地揭示了这个政治禁忌:“因此,根本没有意识到这一点的法国‘黄马甲’(而这正是一个不可告人的政治事实),实际上依然过得像个印度大公一样奢侈。” 现代能源奴隶不仅力量惊人,还具备古代可再生能源无法比拟的决定性空间优势:它们彻底释放了地表土地。在古代,无论是靠役畜还是传统生物质能,都必须占用极其宝贵的地表耕地——用于养活耕牛拉马的草场,就无法再种植供给人类的口粮。现代化石能源奴隶潜藏在地底深处,“食用”的是埋藏在地下的矿藏,把地表全部留给了人类城市与粮食种植。而当今社会谈论全面重回可再生能源(例如生物质能源燃料)时,必然再次面临土地利用的激烈冲突,人类不得不重新把宝贵的地表退让给能源生产。Jean-Marc Jancovici 明确指出:“现代的奴隶依靠地下资源维生,因此他们把全部的地表可用空间都留给了我们。” | 能源形态 | 空间占用 | 生产倍率(人力等效) | 局限性与主要冲突 | |:--- |:--- |:--- |:--- | | **古代生物质能/役畜** | 占用大量地表土地(草场、薪柴林) | 约 1 倍(纯人力与牲畜) | 与人类粮食种植直接争夺耕地面积 | | **现代地下化石能源** | 深度开采地下,释放地表全部空间 | 放大 200 倍(全球平均)至 600 倍(法国) | 资源枯竭边界与强烈的温室气体排放 | | **现代新型可再生能源** | 再次回到地表,需占用大面积土地与空间 | 能量密度显著低于化石能源 | 产生土地冲突(如能源作物挤占农田口粮) | ### [01:07:00](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4020s) 能源消耗的数量级:小举措无法解决大问题 让-马克·扬科维奇(Jean-Marc Jancovici)首先展示了一组常见能源用途的数量级图表。虽然数据来源较老,某些数字可能存在大约两倍的偏差,但其核心数量级依然完全成立。扬科维奇将其换算为“奴隶日”的概念来解释。他直言不讳地指出,一个西方人绝大多数的能源消耗及其所支配的机器功率,根本不是用于随手照明或食堂里的可回收咖啡杯。面对台下未来的工程师,扬科维奇严肃地强调必须具备数量级意识: > “所以,既然我要面对的是理应掌握数量级的工程师:我们不可能靠细枝末节的举措来避免巨大的危机。我们可以用小行动来起步应对大问题,但小行动绝不能替代直面大问题本身。” 扬科维奇讽刺了商业世界中普遍存在的自欺欺人现象。企业和机构常常故意混淆数量级,试图“拿一根细手指挡在眼前遮羞”,宣称自己在屋顶养了蜜蜂、食堂换了环保杯、每年设立一天骑自行车上班日,就仿佛解决了问题。然而,真正主导环境冲击和能源消耗的根本不是随手关灯,而是极其沉重的四大支柱:我们购置的物品数量、全年的出行方式与行驶里程、居住面积与建筑供暖能耗,以及未来的饮食结构。随手关灯固然是好习惯,但与购车、乘机出行或住房能耗相比,两者完全不在一个数量级上。 ```mermaid flowchart TD accTitle: 个人环境冲击的数量级对比 accDescr: 对比微小环保举措与真正主导个人碳排放与能源消耗的核心领域 subgraph LowImpact["次要/微小举措(数量级极低)"] L1["随手关灯"] L2["可回收咖啡杯"] L3["办公楼顶养蜂 / 每年一天骑车日"] end subgraph HighImpact["核心驱动因素(主导数量级)"] H1["出行方式与年行驶/飞行里程"] H2["住房面积与居住供暖/制冷能耗"] H3["工业消费品购买量"] H4["日常饮食结构(肉类等)"] end LowImpact -.->|"无法替代"| HighImpact ``` ### [01:09:01](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4141s) 人口爆炸与化石能源:80亿人口是丰沛能源的副产品 不仅人均消耗发生了翻天覆地的变化,全球人口规模也经历了一场超乎寻常的暴增。扬科维奇展示了距今一万年以来的人口重建曲线,并向学生提问为何时间轴要从一万年前画起。答案是人类的定居化与农业革命。一万年前,地球结束了末次冰期,进入温暖而高度稳定的间冰期。气候的极度稳定意味着粮食资源不再随气候变化到处漂移,人类才得以定居农耕。当时全球仅有数百万人口。直到工业革命初期的1800年左右,全球人口达到10亿,而当时全人类出生时的预期寿命不足30岁,城市由于霍乱等污秽恶气聚集、疫病横行,死亡率和婴儿夭折率甚至远高于农村。 随后两个世纪内,全球人口以接近双曲线而非指数曲线的态势暴增至近80亿,同时人均资源消耗量同步攀升。扬科维奇提出了一个深刻的追问:如果没有丰沛廉价的化石能源,这场人口大爆发是否可能发生?如果没有化石能源驱动的化肥与机械,法兰西岛的谷物产量不可能从每公顷10公担飞跃到80公担;食物无法从产地长途冷链运送到饥寒之地;城市无法大规模引入清洁饮用水并抽排处理排泄物与病原体。现代社会的生存基石完全建立在化石能源之上,扬科维奇由此给出了令人警醒的推论: > “如果有人提出疑问,怀疑七八十亿人口是否本身就是充沛能源的产物,那么显而易见,紧接着就会产生一个推论问题:从我们进入能源剧烈下行阶段的那一刻起,我们还能维持在80亿人口吗?” - **一万年前**:走出末次冰期,气候高度稳定促成人类定居,全球人口仅数百万。 - **1800年**:全球人口约10亿,人均预期寿命不足30岁,城市卫生环境极其恶劣。 - **过去两个世纪**:人口呈近双曲线暴增至近80亿,人均资源消耗同步暴涨。 - **农业与城市基础设施**:谷物单产提升8倍、跨区运输、冷冻防腐及排污系统均依赖化石燃料。 ### [01:12:01](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4321s) 机器公园的膨胀与非线性物理系统的不可逆转变 如果将“人口数量”乘以“人均机器功率使用量”,得到的正是全人类能源消耗的总量曲线。扬科维奇解释道,这实际上反映了全球在役“机器公园”(machinery park)规模的演变下限。由于过去两百年来工程师不断优化能效,运转单台机器所需的能量显著降低,因此实际机器数量的增速远高于能耗曲线。从他父母那一辈到他子女这一代,人类消耗的能源总量增长了近10倍,而在役机器数量更是增长了数十倍之多。 扬科维奇警告,这种爆炸式扩张绝不可能在当今学生与其孙辈之间再次复制。物理系统本质上是非线性的,而在线性系统之外进行归纳推理必然导致灾难性误判。人类对环境的生态印记可以近似表达为能源消耗总量,因为根据能量的物理定义,能源消耗本身就是人类改造环境的物理通量。过去一万年来地球的直径始终是13000公里,但人类在同一个有限星球上施加的物理印记却放大了数十倍。当今的环境危机并非质的不同,而是纯粹的数量级剧变。人类已经将地球系统推向了严重的失衡状态,被动等待崩溃还是主动受控调整,是摆在所有人面前的残酷抉择: > “而且,因此我们有、你们有、我基本上有一个选择:要么我等待不稳定按照它自己的意愿发生,我被动承受它;要么我在自己尚能勉强控制的限度内,主动触发这种不稳定性。” ### [01:15:36](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4536s) 全球与法国能源结构的真相:煤炭狂飙与主流可再生能源 最后,扬科维奇打破了媒体营造的能源转型幻象。在展示了2000年至2017年全球新增能源消耗的统计数据后,他指出,尽管新闻媒体铺天盖地宣传风能和太阳能的飞速发展,但在这一时期内全球增量最大、占据绝对统治地位的依然是煤炭、石油和天然气这三大化石能源。煤炭的绝对增量甚至是太阳能(以一次能源等效值计)的10倍以上,是风能的5倍以上。如果新闻版面严格按照客观事实分配,那么每出现一篇关于太阳能的报道,就应当配发15篇关于煤炭扩张的文章。从全球能源存量来看,石油、煤炭、天然气更是牢牢占据绝对霸权。 转到可再生能源领域,扬科维奇强调媒体宣传与物理现实之间存在巨大的认知鸿沟。无论在全球范围还是在法国本土,可再生能源的前两大支柱自始至终都是木材(生物质能,主要用于供暖)和水力发电(用于电力)。根据法国官方最新发布的统计数据,在法国的可再生能源供应图景中,木材生物质能与水力发电遥遥领先并列前两位,而公众讨论中声量最大的太阳能和风能份额极小,其中太阳能光伏更属于法国可再生能源中最薄弱的细项之一。 | 能源分类 | 实际地位 / 关键事实 | 媒体关注与公众认知对比 | |:--- |:--- |:--- | | **煤炭(Coal)** | 2000–2017年全球增量最大的能源;增量为太阳能的10倍以上、风能的5倍以上 | 极少被主流科技/财经媒体作为增量头条报道 | | **石油与天然气** | 与煤炭共同主导全球一次能源供应,形成绝对优势地位 | 转型叙事中常被误认为正迅速退出历史舞台 | | **木材生物质能** | 全球及法国可再生能源供应第一大项,主要用于建筑取暖 | 几乎被排除在现代“清洁能源”的时髦讨论之外 | | **水力发电** | 全球及法国可再生能源电力绝对支柱,供应量位居前列 | 设施成熟,媒体曝光度极低 | | **风能与太阳能** | 增量与存量总额占比较小;太阳能处于法国可再生能源供给的垫底位置 | 占据绝大多数媒体版面和公众对“能源转型”的全部想象 | ### [01:17:51](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4671s) 可再生能源的实际占比与课程短暂休整 Jean-Marc Jancovici 首先展示了法国可再生能源供给的结构,其中包括热泵、废弃物回收供能等多种形式。他特意提醒台下的学生,由于此前已经约定统一口径,这些数字均以“百万吨油当量(Mtoe)”为单位进行计算。 ```mermaid flowchart LR accTitle: 法国能源总消费中可再生能源占比 accDescr: 对比法国总能源消费与可再生能源的实际规模 subgraph Total["全法国能源总消费"] A["约 250 百万吨油当量 (Mtoe)"] end subgraph Renewables["各类可再生能源综合"] B["热泵、废弃物、风电、水电、生物质等"] end Renewables -.->|"仅占总盘子的一小部分"| Total ``` 在法国每年约 250 Mtoe 的总能源消费大盘子中,包括上述所有可再生能源在内的贡献仍然极为有限。展示完这一对比后,Jancovici 宣布课间休息五分钟,并幽默地提醒学生:“趁这个时间好好聊聊,但只能停五分钟,别给我歇一刻钟”,随后全场短暂休整。 - 法国全年能源消费基数:约 250 百万吨油当量(Mtoe)。 - 可再生能源涵盖形式:水能、木柴、热泵、废弃物供能、风电等。 ### [01:18:23](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4703s) 能源价格迷思:恒定货币下的油价与劳动时间度量 休息结束后,Jancovici 将话题切入能源价格。他指出,许多人常有一种根深蒂固的直觉认知:某种资源变少,其价格必然暴涨;某种资源变充裕,其价格必然骤跌。然而,从过去一个半世纪剔除通货膨胀后的恒定货币油价曲线来看,现实完全击碎了这种供求直觉——整整一个世纪的时间里,无论石油产量如何迅猛攀升,其恒定货币价格竟然惊人地保持刚性平稳。 即便在发生石油危机期间,油价的暴涨也是伴随着导数(生产增长速率)的剧变,随后价格往往又会回落至接近之前的水平,而非持续单调上扬。Jancovici 尖锐地批评了那种“油价自然顺应供应丰裕度而变动”的市场迷信。 ```mermaid flowchart TD accTitle: 真实价格的衡量逻辑转换 accDescr: 说明为何货币价格不可靠,而每日24小时与劳动时间是唯一恒定基准 A["传统视角:货币价格(易受通胀与标尺扰动)"] -->|错误推论| B["认为油价随资源丰裕度自由平滑波动"] C["真实物理视角:时间维度(每天恒定 24 小时)"] -->|换算依据| D["真实价格 = 工作时间(分钟/小时)"] D -->|关联人均收入 / 人均 GDP| E["每桶石油所需的劳动时间大幅缩减 15 至 20 倍"] ``` 他进一步指出,用货币衡量的价格本质上是一种幻觉,因为唯一随时间流逝而完全不可压缩的客观物理量只有一天当中的 24 小时。因此,任何事物的“真实价格”必须以人们需要付出多少分钟的工作时间来衡量。将石油价格除以人们的收入(即人均 GDP),趋势才清晰起来:在过去的一百年里,购买一桶石油所消耗的人类劳动时间缩减了 15 到 20 倍。 - 过去 100 到 150 年间,恒定货币计价的油价长周期内保持极度稳定,未反映产量的大幅扩增。 - 一桶石油相对于人均 GDP(工作时间成本)的价格降低了 15 至 20 倍。 - 结合机械转换效率的跃升,每一千瓦时(kWh)机械能的真实工作时间成本整整下降了 50 到 100 倍。 ### [01:20:49](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4849s) 现代钢铁侠与生态代价,黄马甲运动背后的购买力真相 伴随机械效率的提升,人类获取机械功的成本降低了数十至数百倍,这恰好对应了从旧式可再生能源向现代化石能源过渡的效率放大倍数,也等于每个人身边多出了数百个不知疲倦的“虚拟奴隶”。Jancovici 形容道:“基本上,无论你怎么看这个问题,从可再生文明走向化石文明,都意味着我们每个人身上都降临了超人或钢铁侠,我们对环境的行动能力被放大了百倍甚至数百倍。” 然而,行动能力的超级倍增必然带来破坏能力的同等倍增。人类占领了更多属于其他物种的生存空间导致生物多样性锐减,工业流动规模成百倍扩大则导致副产物以污染和废弃物的形式大量排入自然界。 谈到当下的社会现实,Jancovici 拿出了法国能源支出占收入比例的走势图,直面当时闹得沸沸扬扬的“黄马甲运动”(Gilets Jaunes)。他评论道,针对特定个体的窘境,抗议者或许有其道理,但从全体国民的宏观统计来看,“大家高喊:‘啊!汽油涨到 1.50 欧元一升了!’好吧,但人们忘记了工资单上的数字上涨得同样快,甚至还要略微更快一点。”从整个法国人口的平均购买力来看,如今能源价格在收入中所占的比例几乎处于历史最低点。 ### [01:22:28](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4948s) 能源解放双手:从森林耗尽到农业劳动力大转移 化石能源的充盈重塑了人类的全部社会分工。Jancovici 强调,今天在座的学生能够安稳地坐在大学阶梯教室里听课,全法国绝大部分人能够生活在城市里从事第三产业服务业,这绝非自古以来的常态,而是能源革命带来的极其年轻的现象。 为了看清这一点,他展示了法国两百年来的就业人口结构图(农业为绿线、工业工人为黑线、服务业为蓝线)。Jancovici 顺带插入了一个方法论建议:“当你研究一个演进过程时,数据序列越长越好;误读一个过程最好的办法,就是采用与其特征变化时间尺度相比过短的时间序列。” ```mermaid flowchart TD accTitle: 法国两百年劳动力演变与能源推动机制 accDescr: 展示农业人口如何被机械替代,劳动力如何向工业再向服务业转移 subgraph Phase1["19 世纪中叶前(纯人力/畜力)"] A1["2/3 人口务农"] --> A2["1 名农民仅能养活 1.5 人"] A2 --> A3["开垦砍伐导致森林覆盖率跌至 15% 谷底"] end subgraph Phase2["19 世纪末至二战后(机械化铁器与化肥)"] B1["铁犁、挽具、收割机出现"] --> B2["战后美国拖拉机与化肥引入"] B2 --> B3["博斯地区谷物单产提升 6 至 8 倍"] B3 --> B4["大批农村劳动力被释放并转移"] end Phase1 --> Phase2 Phase2 --> C["涌入工业与现代服务业"] ``` 在两个世纪前的法国,三分之二的在职人口都在农田里劳作,这意味着当时一名农民的生产力仅仅能够养活自己再加上半个从事其他工作的人(即养活 1.5 个人)。从 1800 年到 1850 年,农业生产力几乎没有长进,人口增长只能依靠扩大耕地面积,其代价便是大肆砍伐森林,一如今天的拉丁美洲或东南亚。到 1850 年,法国森林覆盖率暴跌至历史最低点——仅存 15%(目前已恢复至 25% 左右),且仅剩的多在难以耕作的高山区域。 随后工业锻造技术开始介入,为农民提供了挽具、性能更好的铁犁乃至 19 世纪末 20 世纪初出现的早起马拉联合收割机。而真正的彻底颠覆发生在二战后,美国人将真正的“钢铁侠”——拖拉机与合成化肥带到了欧洲,彻底代替了人体骨骼肌肉与牲畜体力。在 1945 年至 1975 年间,法国博斯(Beauce)粮仓的谷物单产直接暴增了 6 到 8 倍,瞬间将海量劳动力从泥土中彻底解放出来,径直送进了不断轰鸣的工厂。 - 1800 年前后:三分之二的劳动力从事农业,1 名农民产出仅够维持 1.5 人生存。 - 1850 年法国森林覆盖率谷底:15%(相比现代的 25%)。 - 1945—1975 年技术奇迹:博斯地区的谷物产量暴涨 6 至 8 倍。 ### [01:26:50](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5210s) 机器洪流与就业曲线:从“光辉三十年”到石油危机后的结构裂变 被农业释放出的人口迅速被工业与手工业吸纳。在二战后蓬勃发展的“光辉三十年”期间,人均石油消费量呈现垂直式拉升。这一时期出现了一个关键的速度赛跑:能源供应总量的扩张速率,远远超过了单台机器体积与功率的增长速率。 这导致机器的总数量(装机舰队)呈爆发式扩张。每一台新开动的机器都需要工人去操控:汽车装配流水线需要流水线工人、气锤需要工人握持操作、起重机需要专职司机。因此,在机器单机功率变大的同时,由于机器总台数膨胀得更快,工业界不仅没有排斥人工,反而创造了无数的制造岗位。 ```mermaid flowchart TD accTitle: 两次石油危机前后的机器规模与就业动态 accDescr: 对比能源充足期与滞胀停滞期机器大小和就业岗位的不同走向 subgraph Boom["光辉三十年 (1945-1973)"] A["人均能源供应增速"] -->|快于| B["单机体积与功耗增速"] B --> C["机器总台数迅猛增加"] C --> D["需要大量工人操作机器:工业岗位飙升"] end subgraph Stagnation["石油危机之后 (1974 至今)"] E["人均能源供应停止增长"] -->|慢于| F["单机自动化与体积持续扩张"] F --> G["更大更自动化的机器运转"] G --> H["操作单位机器所需工人急剧减少:工业岗位被挤压"] end ``` 然而,1970 年代的两次石油危机彻底扭转了这一天平。石油危机后,全球人均能源供应量戛然而止、不再上升,但单机设备的自动化程度和体量仍在继续膨胀。这就导致驱动更庞大、产出更高的机器所需的操控人员锐减。 Jancovici 澄清了一个普遍的经济误区:法国在 1974 年到 2007 年间并非发生了传统意义上的去工业化,因为在此期间法国的工业总产出实际上翻了一番;真实发生的变化是工业形态的质变(“袜子做得更少,飞机造得更多”),高能效与高度自动化的机器取代了人工岗位,迫使劳动力向服务业进一步大规模迁徙。 - 工业就业机制:机器总数增长超越单机功率增长时,工业岗位净增;人均能源停滞而单机继续大型化自动化时,工业岗位被机器排挤。 - 法国工业产值:在 1974 年至 2007 年间实现了翻倍,岗位缩减并非源自工业产出的总崩溃,而是源于工业结构升级与能源瓶颈下的机械替代人工。 ### [01:28:30](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5310s) 服务业并非“去物质化”:建立在巨大物理流动之上的结构 在人均能源供应停止增长后,单台机器的体积和功率仍在持续扩大。工业领域通过用体量更大、总产量更高的机器取代人工,导致直接从事工业生产的人口占比不断缩减。然而,随之膨胀的是依附于工业的第二类岗位——服务业。让-马克·扬科维奇(Jean-Marc Jancovici)在此强调了一个必须认清的核心事实:服务业绝非独立于物质世界而存在,它完全仰赖底层的物理流动。以教师为例,如果没有物理流动来建造教学楼、没有交通工具将师生运送到学校、没有造纸与印刷或现代计算机制造来提供教学器材,教学体系根本无从谈起;医生亦是如此,缺乏充足的资金与能源来制造药物、尖端影像设备、修建医院并维持运输物流,医生便寸步难行。 这种依附关系在现代工业品生态中体现得更为鲜明。若没有制造出来的汽车,就不会有发放购车贷款的银行柜员、负责车险的保险经纪人、传授驾驶技术的驾校教练,更不需要专门监管行车安全的交通警察。一旦底层的汽车制造物理流消失,所有这些看似体面的第三产业岗位都将失去存在的意义。扬科维奇提醒听众必须彻底摒弃一种流行谬论,即服务业高度发达的社会是一个“去物质化”(dematerialized)的世界。他断言: > “A world rich in service jobs is a world in which there are a lot of flows to manage and that's why you need a lot of people to take care of it.”(一个富含服务业就业的世界,是一个充满巨量流动需要去管理的世界,这正是为什么你需要大量人员来处理它的原因。) 服务业岗位的激增,本质上是因为需要处理、销售、保障和调配规模越来越庞大的工业产品。欧洲在很长一段时间内,工业就业人数开始下滑,但服务业仍在增长,这恰恰是因为工业实际生产量仍在攀升。然而,到了 2007 年前后,当欧洲的工业物理生产总量彻底陷入停滞时,服务业岗位也随即迎来了增长的极限与瓶颈。 ```mermaid flowchart TD accTitle: Physical Flows Underpinning the Service Economy accDescr: Flowchart showing how energy and industrial production support both manufacturing and derivative service sectors. subgraph EnergyMachine["底层支撑:能源与机器"] A["化石能源与电力供应"] --> B["重工业与高度机械化制造"] end subgraph PhysicalProducts["实体物资流动"] B --> C1["汽车等耐用消费品"] B --> C2["医疗设备与药品"] B --> C3["校舍、书籍与计算机"] end subgraph ServiceJobs["派生出的第三产业服务业"] C1 --> D1["车贷银行、车险、驾校、交警"] C2 --> D2["门诊医生、护理人员、医院管理"] C3 --> D3["教师、培训师、行政支持"] end ``` --- ### [01:31:02](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5462s) 石油危机后的两难抉择:失业还是降低劳动生产率 在 1970 年代石油危机爆发之前,现代社会几乎不存在结构性失业大军。但随着人均能源供给见顶,劳动生产率的提升步伐急剧放缓——因为劳动生产率在物理本质上就是人类劳动与机器的叠加。现有的工业与服务体系已经变得过于高效,在一个整体物理规模不再快速扩张的经济体中,过高的生产率意味着无法为每个人都分配一份全职工作。 扬科维奇深刻剖析了石油危机后西方世界面临的制度困境:如果总能量和总产出不再增长,那么维持全员就业的唯一物理数学解就是人为压低每个工人的劳动生产率。面对这个艰难的抉择,不同国家给出了截然相反的答卷: > “In other words, from the oil shocks, we are entering a time when the only way to give everyone a job is to reduce people's productivity at work.”(换句话说,从石油危机开始,我们进入了一个时代:让每个人都有工作的唯一办法,就是降低人们在工作中的生产率。) - **法国模式**:社会与体制拒绝接受劳动生产率与薪酬待遇的稀释,坚持高福利与高标准,其直接代价就是将一部分人彻底挤出劳动力市场,人为制造出长期居高不下的庞大失业群体。 - **自由主义模式(英、德、美等)**:社会选择接纳生产率的摊薄,大批量制造低薪、低技能要求、零工以及兼职岗位(例如德国的“迷你工作”Mini-jobs)。尽管纸面失业率维持在低位,但实质上是用普遍的低生产率贫困岗位来掩盖能源天花板带来的系统性收缩。 --- ### [01:32:10](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5530s) 机器、能源与农业人口的必然流失 为了佐证能源与劳动力分布的刚性物理关联,扬科维奇展示了基于世界银行跨国数据的静态与动态图表。在以“人均能源消耗量”(即人均支配的机器数量)为横轴、以“农业从业人口占比”为纵轴的二维坐标图上,全球各国的分布展现出极强的规律性。他半开玩笑地概括这一单调函数关系: > “Tell me how much energy there is per person in the country and I'll tell you what fraction of the working population works in agriculture.”(告诉我这个国家人均拥有多少能源,我就能告诉你它有多大比例的就业人口在从事农业。) 从全球 1991 年至 2014 年的时间序列平均数据来看,随着人均化石能源消耗量及二氧化碳排放量的逐年上升,农业人口比例呈现出单边断崖式下跌。无论考察印度、中国还是巴西,或者数据库里的其余 250 个国家和地区,趋势无一例外:只要将能源灌注进一个国家,机器就会开进田野,成千上万的农民就会被从土地中“释放”出来,被迫或自发地卷入轰轰烈烈的农村人口外流与都市化浪潮中。 --- ### [01:33:28](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5608s) 肉食结构演变与“被能源输液”的现代饮食 机械化与化石能源不仅腾退了农民,还从根本上重塑了人类的食谱,使肉类消费的几何级增长成为可能。肉类的生产本质上是以极其低效的热量转换率在消耗耕地面积: - 在法国,约 80% 的地表农作物产出最终被用于饲养牲畜。除了极少数特定品牌的鲜食玉米,绝大部分玉米都是饲料;这同样适用于全国所有的草场、一半的小麦,以及全球种植四大粮食作物之一的大豆(大豆绝大部分被制成豆粕用于畜牧业)。 - 在现代饮食导致的温室气体排放中,肉类和鱼类所占比例极高,其生产链条深度依赖烃类(化石燃料)驱动的农业机械、合成化肥与长途冷链。 回溯历史,人类的饮食习惯与能源注入曲线高度重合。古时普通农人常年以谷物、洋葱和韭葱为主食,因此普遍带有难闻的气味。随后,人们开始消费小型动物的副产品(鸡蛋),再到偶尔炖煮小型动物本体——正如法国国王亨利四世著名的政治愿景“让每个农民周日锅里都有一只鸡”(poule au pot)。然而在当时,能下锅的老母鸡不过是下了一辈子蛋后的“生命末期废弃物”。随后工业化推进,肉鸡(broiler)被人工培育出来,接着是猪肉,最后才是牛肉的大规模日常化。扬科维奇强调,单纯为了吃肉而专门大规模培育和饲养肉牛,是典型的依赖高能耗维持的社会特权: > “Being able to raise cows just to eat them is something that is the hallmark of a country under energy infusion.”(仅仅为了吃肉而饲养牛,是一个处于‘能源输液’状态下的国家的标志性特征。) 这种生活方式无法存在于人均能源匮乏的国家,而其最极致的原型与标杆正是美国。 --- ### [01:35:24](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5724s) 超市小票与食物真实价格的秘密:你买的其实是服务与能源 得益于农机与工业化生产率的爆发,高热量、富含肉类的食品在家庭开销中的相对比重急剧缩减。扬科维奇引用了美国近百年的家庭食品支出占比数据。他顺便调侃道,尽管法国工程师才华横溢,但要在法国官方网站上三击鼠标就调出百年来完整连贯的长周期经济数据却极其困难,而美国的数据公开体系则规范得多。 大约一个世纪前,食物消费占据美国家庭总收入的四分之一左右,且当时主要是家庭自制餐饮。彼时主妇(例如典型的“米舒太太”Madame Michu)直接从本地农贸市场或农户手里买进土豆、韭葱、生鲜鸡蛋和活鸡等初级农产品,在自家厨房加工。而今天,法国 80% 的食品消费发生在大型超级市场中。现代消费者在超市收银台结账时,买到的绝大部分其实根本不是食物本身: - 超市小票的金额构成,实质上是在支付收银员的工资、研发自助结账终端的工程师薪酬、商业地租、物流中心仓储工人工资、沃尔沃卡车公司的运输营收,以及阳狮集团(Publicis)等广告巨头的营销费用。 - 在结账小票中,真正归属于农产品原材料的价值,在最好的情况下只占三分之一,最差时甚至仅占 3%。 扬科维奇以普通非有机鸡蛋盒(6枚装)为例进行现场算术互动: - 一盒普通超市鸡蛋售价约 1.5 欧元,折合单枚鸡蛋 25 欧分; - 相同的一枚鸡蛋在出农场农户门槛时的收购价仅有 6 到 7 欧分; - 这意味着,在毫无任何深加工的整蛋流通过程中,从农场门口到超市收银台,价格直接翻了 4 倍; - 如果去街角咖啡馆点一份包含 3 枚鸡蛋(原粮成本仅约 75 欧分)的煎蛋卷(omelette),账单至少需要 5 到 6 欧元,价格乘数当即放大 10 到 20 倍。 因此,跨越近百年的长周期物价对比存在严重的不可比性:百年前买的是纯粹的农产品,而今天买的主要是被机器与石化能源支撑的复杂流通服务。真正的基本食物价格在百年来实际上除以了近 20 倍,其余全是第三产业的服务附加值。 在课程的收尾阶段,扬科维奇将话题延伸至交通领域:正是这种极度充裕的廉价能源缔造了现代交通体系。但物理规律决定了——交通工具越现代、越快速,其每人每公里所消耗的能量就越呈现指数级增长。人类从最古老的步行、自行车,走向公共汽车和电气化火车,最终发展到了当今全人类所能想象出的耗能最严酷、人均能耗密集的交通工具——民用航空客机。 ### [01:39:18](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=5958s) 交通工具的异质性与“更现代即更耗能”的历史悖论 让-马克·扬科维奇(Jean-Marc Jancovici)首先讨论了时间序列数据中的“非均质性”(inhomogeneity)现象。随着技术演进,许多物品早已超出了其最初单一的功能定义。以汽车为例,今天的汽车绝不仅是一种交通工具,它更像是一个“带轮子的移动客厅”——它是个人专属空间的延伸,可以直接开到办公室楼下,同时还承载着彰显社会地位的象征属性。他风趣地展示了一张宜家风格(by IKEA)的互联自动驾驶概念车图片,反问道:这到底算一辆车、一个移动起居室,还是一台附带载人功能的轮式计算机? 抛开这些衍生属性,扬科维奇指出了交通工具在纯粹位移功能上的一个反常规律:**交通方式越现代,每客公里消耗的能源反而越多**。飞机作为最现代的出行方式,其单位油耗高于汽车;汽车高于火车;火车高于更古老的公共汽车;公共汽车又高于自行车。从历史维度来看,人类交通并没有走向节能,反而在持续转向更高能耗的工具,这完全是因为人均可用能源的极大充裕。图表清晰地展示了这种趋势:以每人每公里消耗的原油当量克数衡量,曲线随着交通现代化程度而直线上升,而在各模式构成的总运输量表面积中,公路交通牢牢占据了当代主导地位。 > “And I repeat, therefore, the way of History is to move from economical to less economical means, because there was more and more energy available per person.” —— Jean-Marc Jancovici - 现代交通工具单位能耗递增排序:自行车 < 公共汽车 < 火车 < 汽车 < 飞机。 - 交通结构的总能耗由“每客公里能耗 × 年客运周转总量”决定,目前公路交通在总量上占据绝对主导地位。 - 历史悖论的根本驱动力:单位人口可支配能源的爆发式增长,使得人类有能力承受更浪费能源的位移方式。 --- ### [01:42:03](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6123s) 航空出行的能源代价与出行史的两个世纪演化 谈到现代交通对能源的挥霍,扬科维奇现场调查在座的学生:“在场有谁这辈子从未坐过飞机?”全班只有两个人举手。他感慨道,如果是在1950年问同样的问题,必须反过来问“谁坐过飞机”,举手的恐怕同样只有两个人。对于今天法国精英阶层的年轻一代而言,坐飞机如同呼吸一样自然,但这其实是极其近期的人类特权,且在他们步入老年时能否持续也未可知。飞行的能耗极其庞大:一趟巴黎到纽约的往返飞行,平均每位乘客要烧掉400至500升原油,这相当于装满一整个巨大浴缸的石油,几乎等同于普通人一整年开车的燃油总量。他打趣道,等到了2060年,巴黎高科矿业学校(Mines ParisTech)的国际化交流恐怕不会再是飞往吉隆坡或中国,而更可能是坐夜间火车去瑞典,或者花一个月坐半帆动力船去远东。 随后展示的两百年出行演进半对数图表揭示了更深刻的变迁。两百年前,普通人一天的总位移大约仅有3公里,且基本依靠步行。那时的绝大多数人口都是农民,日常活动半径仅仅是从农场往返于农田、果园和草场之间,一生可能都未曾离开出生地几百公里。此后,马匹、火车相继发展,最终汽车崛起成为绝对主力。令人震惊的转折点发生在20世纪50年代:正是在那个时期,汽车在人均每日客运周转量上首次超越了步行。扬科维奇提醒台下学生注意这一时间跨度——他的父母出生在一个整个人类社会仍以双脚步行作为主导出行方式的世界,现代车轮上的文明不过是半个多世纪以来的短暂产物。 > “Remember that a round trip from Paris to New York is a very, very large oil bathtub.” —— Jean-Marc Jancovici - 巴黎—纽约单人往返航空能耗:约400至500升原油,相当于普通私家车一整年的耗油量。 - 19世纪初的人类常态:人均每日出行约3公里,全靠步行,终其一生很少离开居住地数百公里。 - 历史拐点:直到20世纪50年代,汽车的每日客运周转量才正式超过步行,成为人类的主导交通模式。 --- ### [01:45:19](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6319s) 能源推动的城市化与工业分工的地理集中 交通和生产的机械化大幅减少了农业所需的劳动力,释放出来的农民必须被安置在其他岗位上,而最适合容纳工业与第三产业的容器便是城市。扬科维奇从形态学上剖析了城市的本质:城市自古以来就是交换的场所。古城通常呈紧凑的圆形,核心是各类交换节点——市政厅交换公共生活规则,市场交换物资,教堂交换精神信仰与道德准则,学校交换知识。从几何学角度看,圆形是将所有人紧密聚集在核心交换节点周围最高效、最紧凑的结构。 一旦获得了丰沛的能源与机械化生产、运输手段,两个现象便同步发生:农村被掏空,人口被高密度推向交换与生产效率最高的城市。世界数据表明,1960年全球人均化石能源消费对应的碳排放约为3吨二氧化碳,城市化率略高于30%;而今天人均碳排放升至5吨,城市化率已飙升至近三分之二。能源打破了原有的就业结构,促进了超大规模的专业化分工。分散在各个角落的手工作坊不仅效率低下且物流繁琐,如果一辆汽车的螺栓在布里夫造、车门在欧里亚克造、门配件在波尔多造,没有充足廉价的能源系统根本无法运转。而在廉价交通的支持下,不仅工厂内部可以实现工人的大规模高度专业化,甚至不同工厂之间也能肆无忌惮地拆分工序——比如卡车制造商将驾驶室组装与喷漆放在不同城市,任由未喷漆的半成品在公路间来回长途转运。 ```mermaid flowchart TD accTitle: 能源丰沛度驱动城市化与产业集聚逻辑 accDescr: 展示丰富廉价能源如何导致农业人口释放、城市交换集聚、工厂专业化以及超大规模城市蔓延的发展链路。 subgraph Agriculture["农村与农业"] A["机械化替代农业劳动力"] --> B["农村劳动力向城市转移"] end subgraph UrbanCore["城市功能与集聚"] B --> C["城市集中化生产与交换<br/>(集市、市政、宗教、教育)"] C --> D["工厂集聚与超细分工<br/>(提高生产与协作效率)"] end subgraph EnergyMobility["能源与交通扩张"] E["廉价充沛能源"] --> A E --> F["长途低成本物流运输<br/>(跨地协同、零部件远距调配)"] E --> G["机动化出行普及"] end D --> H["超大规模城市蔓延与通勤半径激增"] G --> H F --> D ``` > “More energy, I repeat, distorts the structure of employment in the way I mentioned earlier and the jobs that appear are most effective if you increase the size of cities.” —— Jean-Marc Jancovici - 城市化率与能源消耗成强正相关:全球人均碳排放从1960年的3吨增至当前的5吨,城市人口占比从略高于30%攀升至接近三分之二。 - 经典城市几何形态:以交易场所(市场、教堂、市政厅、学校)为中心的致密圆形盘状分布。 - 极度细分的工业物流链:廉价的化石能源运输催生了跨城级零部件转运(如未喷漆的卡车驾驶室在各异地工厂间运输调配)。 --- ### [01:48:52](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6532s) 城市形态学:从紧凑的奥斯曼巴黎到蔓延的洛杉矶 能源不仅改变了城市的人口规模,更从根本上重塑了城市形态。在能源充裕的情况下,人类试图兼得“宽敞的居住空间”与“频繁的交换活动”两个世界的好处,由此引发了城市形态从极致紧凑走向无限蔓延。扬科维奇将“奥斯曼式巴黎”与“汽车之城洛杉矶”进行了鲜明对比。在能源受限的时代,奥斯曼时期的巴黎发展出了世界上密度最高的城市形态之一:尽管没有任何摩天高楼,但联排的石头建筑彼此紧密相贴、沿街直立,建筑之间没有多余的留白与间距,人们依靠步行或马车即可完成绝大多数日常活动。相比之下,高耸的摩天大楼反而因采光和疏散需要拉大楼间距,难以达到这种街区连续密度。 然而,一旦每个人都拥有一辆汽车并享有充足燃料,城市形态便不可逆转地走向了洛杉矶模式。在这座直径达100至150公里的超级分散大都市中,原有的城市交换功能依然保留,居民在一小时车程内覆盖的物理距离被急剧拉长。最后,扬科维奇展示了1975年法兰西岛(Île-de-France,大巴黎地区)的职住通勤地图:当时绝大部分地图区域显示为代表短距离通勤的白色,巴黎市区紧凑致密,人们步行即可上班,周围广阔的郊区则依然保留着原生态的乡村形态。这种低能耗、短半径的职住平衡,在随后的几十年里随着汽车的彻底普适化而荡然无存。 > “When you give everyone a car, you go to Los Angeles.” —— Jean-Marc Jancovici - 奥斯曼巴黎的形态优势:无超高层建筑,但建筑物紧密相连无缝隙,在低能耗条件(步行与马车)下实现了极致紧凑和极高密度。 - 洛杉矶式的蔓延逻辑:依托私人汽车和充沛燃油,将城市直径扩大到100至150公里,以更大的物理空间代价维持一小时通勤圈内的交换功能。 - 1975年法兰西岛(Île-de-France)特征:大部分地区通勤距离极短,核心城区高度致密且靠步行上班,郊区尚未被大规模汽车郊区化吞噬。 ### [01:50:31](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6631s) 郊区化蔓延、住房膨胀与“离婚经济学” 在能源廉价充裕的发展历程中,原本下地务工靠步行的农民逐步转变为生活在城市或近郊的产业工人与服务业员工。这类新型城镇职业高度依赖长距离移动系统,由于缺乏且永远不可能普及公共交通,居民不得不普遍依赖私家车,使得职住分离的距离被拉伸到前所未有的程度。让-马克·扬科维奇(Jean-Marc Jancovici)指出,即便是修建“大巴黎快线”(Grand Paris Express)地铁网络,其规划范围也根本触及不到这些住在更偏远区域的群体,完全解决不了他们的通勤痛点。 与此同时,丰沛的能源驱动了建筑业的爆炸式增长,使住宅存量的增长速度远远超过了人口增速。在 1970 年代石油危机前后,法国每套住宅的平均面积约为 77 平方米,里面挤着将近三口人;而如今每套住房的居住人口已经降至刚过两人,房屋本身的平均面积却变得更大。扬科维奇诙谐地指出,正是能源使得住房面积的过剩成为可能,从而在物理上支撑了离婚率的上升:“Because, to divorce, you have to have 2 dwellings where you only had one.” 物理分居的前提是社会必须有足够的闲置房产来安置双方,否则只能叫家庭争吵;如今在法国,推高住房总需求的首要压力因素恰恰就是离婚。 - 住宅人均面积演变:石油危机时期法国住宅套均 77 平方米,户均不到 3 人;如今户均略多于 2 人,且房屋本身面积更宽敞。 - 居住格局改变:农村劳动力彻底转向依赖汽车出行的工商业和服务业近郊通勤者。 ### [01:52:14](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6734s) 服务业神话破灭与信息流无法替代实体物流 社会上广泛流传着一种乐观论调,认为经济转向服务业或通过信息数字化就能够实现“去物质化”脱碳。扬科维奇用全球及各国的人均二氧化碳排放与服务业就业比重散点图击碎了这种幻想:从 1991 年到 2014 年的历史动态来看,第三产业就业份额越高的国家,人均二氧化碳排放量反而越高。扬科维奇犀利地调侃道:“And, you can see that this graph says everything except that when you increase jobs in services, emissions decrease proportionally.” 现实数据展示了一切,唯独没有显示出服务业占比上升能带来碳排放的等比下降。 在交通运输领域,类似关于“信息流可以替代人流和货运流”的论断同样被数据证伪。伴随着卡车货运的普及和信息网络的扩张,宏观数据明确显示信息流动量与实体交通运输量(无论是客运还是货运)是并驾齐驱、同步膨胀的。扬科维奇强调,人们不能想当然地以为信息流通多了,物资和人群的物理转移就会减少;客观的宏观现实是两者呈正相关,增加信息流通量并不能自动实现物理运输的消减。 ```mermaid flowchart LR accTitle: 经济转型假说与现实反馈 accDescr: 对比数字化去物质化假设与现实能源流动实证 subgraph Hypo["理想化假设"] H1["提升服务业占比"] -.->|"设想降低"| H2["碳排放与物质消耗"] H3["扩增数字信息流"] -.->|"设想替代"| H4["物理人流与物流"] end subgraph Real["宏观实证反馈"] R1["机器工业底层支撑"] -->|"驱动"| R2["服务业扩张 + 碳排同步走高"] R3["全球物流基础设施"] -->|"协同递增"| R4["信息爆炸伴随实体运输激增"] end ``` ### [01:53:55](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6835s) 能源重塑国家地理与城市蔓延的自然屏障 获得充沛能源供应的所有国家无一例外经历了同样的国土空间重塑:昔日人口稠密的乡村与规模适中的城镇,演变成了极度空心化的乡村与无限蔓延的巨型都市群。这种城市无序蔓延(urban sprawl)在几乎所有工业化国家同步上演,只有遭遇绝对地理障碍约束的地方才是例外。 扬科维奇以瑞士为例说明了地理物理屏障的阻隔效应。瑞士虽然城市规模扩大,但蔓延程度极低,其核心原因在于很多城镇坐落于狭窄的山谷底部,向外蔓延就意味着必须沿着险峻山坡向上攀爬,工程极其复杂。瑞士人顶多在山间零散建造一些小木屋(chalets),但无法大规模铺开;他们更无法像平原地区那样在城郊平整土地上大肆兴建巨型综合超市(hypermarkets),因为把超市建在山顶露台上在工程上是不可行的。正是有形的地貌阻隔,才阻止了当地走向典型的空间蔓延模式。 ### [01:55:02](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=6902s) 能源赋予的闲暇时间与高碳旅游形态 廉价能源通过机器彻底解放了人类的生产力,从而为社会创造了前所未有的“闲暇时间”。扬科维奇强调,现代人之所以能享受漫长的高等教育、安稳的养老退休金、周末双休、带薪年假以及每周 35 小时工作制,纯粹是因为化石燃料驱动的机器奴隶在替人类完成绝大部分繁重的生产劳动。在机器普及之前,既没有漫长的求学期,也没有退休金制度。他警示现场的学生:“In a world with limited energy, it is not the increase in well-managed free time that will apply.” 在未来面临能源制约的世界中,持续增加且管理良好的闲暇时间绝非理所当然的常态。 现代人利用闲暇时间发展出了庞大的旅游度假产业,但不同度假模式的能源强度悬殊。扬科维奇展示了他多年前进行的一项度假碳足迹核算模型,该模型综合了往返交通方式(火车、汽车、飞机)、度假住宿设施的建造物化能(帐篷、房车、新建度假屋,抑或是已存在的老屋)、当地短途交通,以及滑雪公寓所需的重油取暖等能耗。核算结果显示: - 最原始的度假形态(带薪休假刚出现时人们骑自行车或乘火车去露营)能源消耗极低,对化石能源的索取最小。 - 最现代的短期度假形态(如乘飞机飞往度假酒店度周末三天)每人每周消耗的能源规模最为庞大,是典型的碳密集型生活方式。 ### [01:57:58](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7078s) 飞行羞耻、工时成本暴跌与化石原料的“无所不在” 正因现代旅游深深依赖能源点滴输液,在环境意识更为敏感的北欧地区,率先出现了抵制航空出行的社会思潮。瑞典在多年前便开始出现航空出行人次负增长的苗头,并诞生了媒体广泛报道的“飞行羞耻”(瑞典语:Flygskam)概念。然而,从经济本质来看,过去几十年航空出行的爆发是因为飞行成本被剧烈摊薄了。扬科维奇重申,商品的真实代价是用劳动工时来衡量的,而在过去几十年间,购买一张机票所需的劳动工作小时数被除以了一个极其庞大的系数,这本质上是化石能源变得极度充裕廉价的直接映射。 能源不仅作为动力驱动机器生产人类周围的每一件物品——从教室桌椅、身上的衣物、眼镜到剪刀、化妆品甚至流媒体影视内容——更是现代有机化学工业不可或缺的基础原料。在能源统计中常有一项被称为“非能源利用”(non-energy uses),这正是石油和天然气作为化工原材料的体现。 扬科维奇分享了一个美国人做过的趣味实验:若尝试将一所住宅内所有含有石油衍生品的物品搬空,屋子里将空无一物。他们不仅要搬走家具,还得刮掉地板上的亮光漆,拆除窗帘、窗帘杆并剥除墙面涂料。日常生活中几乎找不到任何不含石油衍生物的物品。与此同时,工业机器制造出的消费品(如冰箱、洗衣机等各类家电)在居民家庭中达到了极高的渗透率,而这些物品在被制造出来后,其全生命周期的运行又将持续吞噬庞大的能源。 ### [02:01:15](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7275s) 现代生活方式的耗能本质:从离婚诉讼到全民大学 现代社会的所有人工造物从生产到日常运转都在消耗能源。无论是割草机还是各种家用电器,各类装备的普及率在世界各地始终保持上升态势。让·马克·扬科维奇(Jean-Marc Jancovici)在此强调了一个常被忽视的社会学现象:离婚其实极其消耗能源。一旦夫妻离异,原本共同居住的空间必须一分为二,住房能耗几乎随之翻倍,或者至少与新增的居住面积成正比增长。社会不仅需要建造更多的房屋,还必须为两处住宅添置双份的耐用消费品——即便部分物品不会完全翻倍,但床铺、水槽、烹饪灶台等基础设施必定需要准备两套。如果离异家庭育有子女,接送孩子穿梭于父母两处住所之间还会诱发大量的额外交通出行。 ```mermaid flowchart TD accTitle: 现代社会生活方式与能源消耗链条 accDescr: 展示离婚、全民大学与现代医疗体系如何从不同层面驱动能源消耗增加。 subgraph Household["家庭解体与生活结构"] A["离婚与家庭分裂"] --> B["住宅面积与数量翻倍"] B --> C["家电与家具双倍配置<br/>(床铺、水槽、灶台)"] A --> D["子女往返双亲住所<br/>(额外交通出行)"] end subgraph Society["社会结构与制度承诺"] E["推行全民大学教育<br/>(白领办公社会)"] --> F["极度依赖机械与电力的后台支持"] G["现代医疗体系扩张<br/>(高科技重型设备)"] --> H["占法国碳足迹约 5%"] end Household --> I["社会整体能源需求激增"] Society --> I ``` 现代人视作理所当然的诸如退休制度和高等教育普及,其深层支柱全都是能源。扬科维奇回顾了法国前总统弗朗索瓦·密特朗(François Mitterrand)在 1981 年提出的竞选承诺: > “When Mitterrand, in 1981, said: ‘Everyone must go to university’ -- which was the implicit promise that afterwards everyone would have an office job it was another way of saying: ‘I promise you the society of infinite abundant energy’, since I showed you earlier that everyone in an office is an extremely energy-intensive society.” 换言之,宣称让每个人都进入大学并从事白领工作,实质上是在隐性许诺人类可以永恒生活在一个由机器驱动的充裕世界里。能源早已深度渗透到社会对能力获取与分工构想的每一个角落。现代医疗同样是能源消耗大户,法国医院系统的温室气体排放约占全法总碳足迹的 5%。扬科维奇引用了一位著名喜剧演员的调侃:“如果医疗资源主要被临终阶段的老年人消耗,那直接取消人生的最后一年不就解决了吗?”玩笑背后掩盖着残酷的伦理与物理抉择:在一个面临能源强约束的世界中,社会还能在多大程度上把极度沉重的重型医疗资源无限制地偏向行将就木的高龄群体,而不得不以牺牲年轻一代及其他群体的资源为代价? ### [02:03:43](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7423s) 物理现实与资本积累:人类生产活动的本质 转向经济学维度的探讨前,扬科维奇首先从人类中心主义(Anthropocentrism)的视角重新界定地球资源。人类生存的家园在物理本质上就是一个巨大的资源库,这些资源按更新周期可清晰划分为两类: - **可再生资源**:在人类可见的极短时间尺度内能够自我再生的资源,例如草木植被与太阳辐射。 - **不可再生资源**:无法在人类时间尺度内自然恢复的资源,例如铜矿石;而化石燃料虽然在几千万年的地质尺度上属于可再生,但对人类而言绝对属于不可再生资源。 自宇宙大爆炸以降,从最原始的质子汤演化到如今门捷列夫元素周期表上的万千元素与地表复合物,这一切大自然的鬼斧神工全都是“免费”提供给人类的。人类所谓的“生产活动”,本质上不过是从这个充盈的资源丰饶角中抽取原生材料,消耗能量将其物理改造为更具使用价值的形态——从旧石器时代用双手、双腿和火焰将粗糙石块打磨为狩猎燧石、将鹿角雕琢为工具,到跨越 50 万年能源转型后利用庞大机器加速吞吐资源。 人类在这一演化进程中逐渐意识到,一部分加工后的产品无需立即消费,而是可以留存下来以加速未来的生产流程,这部分物资在经济学中被称为“资本”(Capital)。随着人口成倍激增与生产力爆炸,人类消耗不可再生资源的速率呈指数级攀升。而在当代,这种超负荷开采已经开始反噬可再生资源库,导致生物物种、天然森林、海洋鱼类乃至更新极其缓慢的地表土壤存量濒临枯竭。与此同时,任何物理形态的转化都必然伴随着非预期的副产物,人类在法语中将其命名为“污染”(Pollution)——即排放进自然界中、导致既有环境资产质量退化且令人头疼的所有附带损害,如气候变化与生物多样性锐减。 ### [02:08:05](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7685s) 古典经济学的盲区:把“无限自然”当作零成本的假象 现行宏观经济体系的核算逻辑建立在一个极其狭隘的单向流动之上。由于货币在本质上只用于支付人类的劳动与索取,整个体系便武断地将自然转化流程的货币对应值视作衡量一切的标准,这个年度转化流动的总和在经济学术语中被称为国内生产总值(GDP)。在现行框架下,没有任何绝对的物理上限约束:没有任何经济学公式会设定“当全球 GDP 达到 80 万亿美元时增长必须停止”。 扬科维奇设想了另一种完全不同但符合物理法则的会计逻辑:如果一套经济账本记录“增加的人造财富”同时扣除“破坏的自然资本”,那么当生产最后一辆汽车所带来的边际价值,低于制造它所消耗的铁矿、铜矿、锂矿、钒、铬以及化石燃料的边际价值的那一天,人类就会明智地停止造车,依靠现存的车辆安度余生。然而,现实经济却被构建为一个不受实体物理约束的、潜在追求无限增长的虚幻乐园。 这一体系的理论根源可追溯至两个世纪前让-巴蒂斯特·萨伊(Jean-Baptiste Say)等古典经济学先驱的时代。当时学者们将经济学定义为“稀缺事物的管理”,而在工业革命初期,地广人稀、边疆辽阔,自然资源看似取之不尽,真正稀缺的唯有人类劳动与资本要素。经济学家因此作出了一个一阶近似假设:既然自然资源无限,那么开采导致的储量变化除以无穷大就约等于零($\Delta \text{Stock} / \infty \approx 0$)。扬科维奇对着台下刚进教室的教务长直言不讳地揭示了现代经济学教育的根本硬伤: > “The whole economy you are taught at school is wrong when it comes to approaching the human system as a whole.” 扬科维奇进一步尖锐地剖析道: - **微观调配的有效性**:传统经济学在人类社会内部处理资源分配和利益博弈时能够正常运转。 - **面对物理整体时的荒谬性**:一旦将整个人类系统置于其所依存的生态与物理环境中进行宏观推演,传统理论就充斥着无稽之谈。 现代教科书依然固守着“生产由资本与劳动两项要素驱动即可填满超市货架”的陈腐模型,彻底将实体的“机器”与作为一切根基的“物理资源与能源”从生产函数中抹杀殆尽。 ### [02:11:03](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=7863s) 夏尔·迪潘的“等效工人”与物质转化的物理现实 让-马克·扬科维奇(Jean-Marc Jancovici)指出,人类本可以在两个世纪前就走上一条完全不同的经济认知道路。早在两百年前,身为法国综合理工学院(École Polytechnique)毕业生与男爵的夏尔·迪潘(Charles Dupin)就进行了最早的“人力等效”换算研究。当时迪潘称之为“等效工人”(worker-equivalents)。迪潘审视了法国和英国除了人类劳动力之外所拥有的全部生产性资源,并把它们折算成相当于多少个人类劳工。他在统计人口时把儿童算作四分之一个劳动力,妇女算作半个——扬科维奇在此幽默地调侃道:“我们真该怀疑,人们管伴侣叫‘我的另一半’是不是就是从他这儿来的。”迪潘不仅统计了人口,还将水磨、风力磨坊、役畜、货船等辅助生产工具统统折算为劳动力。通过这套计算,迪潘给出了合理解释:当时英国的人口规模与法国大致相当,但工业产值却已经是法国的三倍;这是完全正常的,因为承担生产任务的不只有人类肌肉,还有大量的机械设备、牲畜与风帆船只。扬科维奇感叹道:“如果当时我们听从的是迪潘先生,而不是让-巴蒂斯特·萨伊(Jean-Baptiste Say)先生,我们今天构建经济学体系的方式很可能完全不同。” ```mermaid flowchart LR accTitle: 物理视角的生产转化模型 accDescr: 展示自然资源如何在机器能量驱动下转化为终端消费品与资本积累 subgraph Inputs["自然与能量输入"] R["92 种元素<br/>(自然资源)"] E["外来能量驱动<br/>(化石燃料 / 机器设备)"] end subgraph Engine["转化中枢"] M["机器生产群<br/>(占比 200)"] H["人类肌肉劳动<br/>(占比 1)"] end subgraph Output["产出成果"] C["消费品与服务<br/>(重排后的物质)"] K["生产资本 / 建筑<br/>(长期耐用存量)"] end R --> M E --> M H --> M M --> C M --> K ``` 从物理学家的视角来看,现代工业体系创造的一切终端物品,本质上只是门捷列夫元素周期表上的 92 种天然元素被赋予了与自然界原始状态不同的物理与化学排列。不管是智能手机还是日常用具,除了这 92 种自然元素外别无他物。人类文明的真正核心能力在于从环境中开采这些元素并改变它们的组织形态。根据此前计算的数量级,人类现代的物质转化能力中,来自人体自身肌肉力量的仅占 1 份,而来自化石能源驱动的“钢铁侠”机械大军则高达 200 份。即便是宏观经济学所称的“资本”(例如授课所在的这栋坚固教学大楼),也是由铁矿石(铁与氧的化合物)、石料、涂料等自然资源转化而来的物理构件;它与普通易耗品的唯一区别在于它在使用过程中不会立刻损坏坍塌,能够在相当长的一段时间内持续提供使用价值。 ### [02:14:10](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8050s) 能源作为系统的核心约束与两千年 GDP 演变 扬科维奇强调,在现代工业体系中,制约整个生产潜力的绝对瓶颈根本不是劳动力数量,而是能源。现代世界如果切断了机器舰队的能源供应,就算银行家表现得极其慷慨和蔼、所有失业人口都满怀激情地准备上岗,整个社会的实际产出能力也依然会瞬间瘫痪。同样地,如果上游自然资源枯竭——比如海洋中捕捞不到一条鱼,那么渔业的国内生产总值(GDP)就会直接归零;以海鲜薯条闻名的比利时连锁餐厅“布鲁塞尔的莱昂”(Léon de Bruxelles)的产值也会归零,除非他们被迫全面改卖牛排配薯条。没有资源和驱动转化的能源,再有干劲的员工和再充足的信贷也无能为力。 回顾自公元元年(耶稣基督诞生时代)以来的世界 GDP 重建曲线可以清晰发现,在人类没有掌握大规模机械辅助动力的漫长历史阶段,全球经济增长率基本为零,人口也长期处于相对停滞的状态。由于当时一个人的生产上限完全由自身的肌肉力量决定,全球人口最多的国家必然毫无争议地拥有全球第一大经济体量——那便是古代中国。扬科维奇借此剖析了当下的国际地缘政治心态:“因此,中国今天在国际社会中其实是在表达一种态度:‘听着,别跟我们开玩笑了。过去两千年来,我们一直都是这颗星球上的主导经济力量。仅仅因为一个世纪的石油红利让美国暂时取代了我们的位置,绝不意味着我们会改变自己的世界观。先让我们回到原本属于我们的位置,然后再来谈其他的。’” - 历史产出基准:在机器出现之前,人均物质转化力受限于人类生理结构,总产出与人口总量严格成正比。 - 资源与能源瓶颈:“现代体系中,能源是系统的限制因素。换句话说,如果切断了机器舰队的能源供给,无论银行家有多么和善、无论失业者有多么渴望工作,整个生产体系的生产能力都会被直接剥夺。” ### [02:16:41](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8201s) 宏观经济学的神话与能源-GDP 的直线关系 当化石燃料和现代机械全面普及后,现代主流经济学模型却陷入了一种认知狂妄,仿佛人类社会自此可以享有永不枯竭的 3% 年均经济增长率。扬科维奇分享了一件他在法国高级气候委员会(Haut Conseil pour le Climat)亲身经历的荒诞事实:几周前,委员会审议了由学生们的前辈同行主持起草的法国《国家低碳战略》(SNBC)。该报告在严密经济模型的推演下赫然声称:即使未来法国进口的化石能源总量急剧缩减到原本的六分之一甚至七分之一,法国的实际 GDP 依然会保持强劲增长。扬科维奇对此讽刺道:“这可不是开玩笑,报告里真的是白纸黑字这么写的。因为主流经济模型告诉你可以这样运转,因为在他们的模型中,能源根本就不是一项生产投入要素,所以哪怕把能源砍掉十分之九,GDP 照样能够持续攀升。” 现实世界中发生的规律与经济学家的象牙塔设想大相径庭。扬科维奇向全场展示了他所谓的“全球最优秀的宏观经济模型”——一条极其清晰的回归直线。在横坐标轴上,是人类所利用的初级能源消耗总量(本质上反映的是全球投入运转的机器总台数);在纵坐标轴上,则是人类创造的经济产出总量。两者呈现出近乎绝对的线性对应关系。这一物理对应规律不仅在两者的绝对值上成立,在年际波动率上也完全吻合:绿线代表的全球能源消耗年变动率与蓝线代表的人类经济产出年变动率紧密咬合、如影随形。扬科维奇直截了当地总结这种本质:“欧元在货币层面上所计量的流动规模,在物理层面上正是由千瓦时来度量的。它们只是审视同一个物质转化过程的两种不同记账单位而已。” ### [02:17:39](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8259s) 能源拐点、福利国家承诺与公共债务爆炸 重新审视人均能源供应曲线,扬科维奇指出,在 1970 年代石油危机爆发之前的整个战后繁荣期(“辉煌三十年”),全球人均能源供应量以每年 2.5% 的复合速度飞速飙升。这意味着每个人所拥有的机器仆人数量每年至少净增 2.5%,再叠加上能源利用效率的边际改善,只要上游资源供应充足,全球人均实物产品产出每年至少增长 2.5%,对应的货币经济财富也随之狂飙突进。 然而,1973 年和 1979 年两次石油危机彻底打破了这一进程,以经合组织(OECD)为代表的西方富裕国家的能源消费增长陷入停滞甚至下滑。此后全球人均能耗曲线的微弱上升,几乎全部由中国的强势崛起以及其他新兴经济体的大规模工业化所贡献。这种增长直观地体现在人均煤炭消耗量的变化上:西方各国的燃煤量早已见顶阴跌,而中国则经历了爆发式飞跃,时至今日独占全球煤炭消费量的半壁江山。 在物理生产增速骤降的同时,西方各国的社会再分配制度却遭遇了不可逆的政治刚性阻碍。二战之后,不论是偏向自由市场的美国,还是秉持高福利传统的北欧斯堪的纳维亚国家,都建立起了一套将每年新增物质产出按既定比例进行转移支付的福利国家制度。这套制度在设计之初就默认了人均产出每年百分之几的扩张节律,并且没有任何自动应对减速的刹车机制: - 政府从不敢向公职人员宣布:“我们提前打个招呼,一旦经济增长乏力,按工龄自然晋升加薪的机制就必须全面叫停。” - 决策层也从未对养老金领取者坦承:“一旦经济增长放缓,大家就必须自动延长退休年龄并削减退休金。” 面对实体产出增长无法支撑法定义务支出的现实困境,各国政府唯一的选择就是借债度日。在 1970 年代石油危机爆发之前,所有西方国家的公共债务水平都极低甚至微不足道;而危机之后,主权债务危机几乎毫无例外地在每一个发达国家同步爆发并持续蔓延。扬科维奇犀利地指出,这绝非某个国家特定政客的孤立无能,而是整个西方工业体系在面对能源增速断崖时集体选择的透支策略。及至 2005 年前后,全球人均能源供给再度进入横盘滞涨期(在 OECD 国家甚至进入持续负增长通道),脆弱的信用金融体系随即土崩瓦解。扬科维奇强调,2008 年以雷曼兄弟倒闭为标志的全球次贷危机与金融海啸,在深层物理因果上是这场能源繁荣终结所导致的必然恶果,而非单纯的金融管理失误;正是能源丰裕神话的破灭,最终催生了全球债务大爆炸以及历史上前所未见的负利率怪象。 ### [02:21:10](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8470s) 全球人均 GDP 与能源增长的脱节趋势 能源充裕的时代并非骤然终结,而是正在缓慢地瓦解。Jean-Marc Jancovici 对在场的巴黎高科矿业学院(Mines ParisTech)学生直言,当他们到了他这个年纪时,这种收缩趋势只会更加剧烈,“这就是为什么你们的未来绝不会是过去的简单延续”(“So that's why your future won't be a continuation of the past.”)。展示全球自1960年以来人均经济产出(即人均 GDP)的年增长率图表时,他将其划分为三个鲜明阶段:二战后至1970年代石油危机之前、“光辉三十年”(Trente Glorieuses)的繁荣期;1979年石油危机至2007-2008年次贷危机之间;以及2008年经济冲击至今。 在“光辉三十年”期间,人均能源供应急剧膨胀,人均生产总值的增速更为惊人,其核心引擎是工程技术带来的能效提升——工程师们能制造出更轻便省油的汽车,或者在消耗同等石油的前提下,制造出体型更大、售价更高的高附加值汽车。然而在第二次石油危机后,人均能源消耗的年增速放缓至1%左右,人均 GDP 增长也随之明显减速。到了2007-2008年危机之后,全球经济更陷入了剧烈的动荡与下滑。尽管通过债务扩张可以在无实际生产的情况下凭空制造出账面 GDP 统计数据,但这掩盖不了实体层面的分化:OECD(经合组织)国家与非 OECD 国家在此后走上了截然相反的轨迹。 - **三段核心历史划分**: - 1960年至1970年代石油危机:能源与人均 GDP 均超高速增长。 - 1979年至2006/2007年:能源人均增速回落至约 1%,GDP 增速同步收窄。 - 2008年至今:极端波动与下行,OECD 内部遭遇物理增长瓶颈。 - **效率红利机制**:能效提升使得单位能源产出的价值倍增,但前提是基础能源供给必须保持正增长。 --- ### [02:22:56](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8576s) 欧洲能源顶峰与经济停滞:雷曼兄弟并非真正根源 当聚焦于欧盟时,人均能源供给在“光辉三十年”同样急剧攀升,但在经历石油危机之后,其峰值实际上出现在2006年——整整比雷曼兄弟倒闭早了两年。Jancovici 尖锐地反驳了主流经济学的共识,指出金融海啸并非能源使用下降的起因,相反,能源物理供应的见顶收缩才是根本病因。“并不是雷曼兄弟引发了经济危机进而导致能源消耗下降;而是能源供应的收缩放缓了 GDP,使得借贷者根本无法偿还此前经济初现减速时所背负的债务”(“It was not Lehman Brothers that caused the economic crisis that caused a fall of the amount of energy used. It was the contraction of the energy supply that slowed GDP and made it impossible for borrowers to repay the debt they had started to incur when the economy first slowed down here.”)。 ```mermaid flowchart TD accTitle: 债务与能源收缩驱动的经济危机机制 accDescr: 描述能源增长放缓如何引发债务积累并最终因能源绝对收缩而崩盘的传导链条。 subgraph Phase1["第一阶段:增长放缓期"] E1["人均能源增长停滞"] --> D1["通过举债维持账面增长"] end subgraph Phase2["第二阶段:物理顶峰(2006年)"] D1 --> E2["2006年:人均能源供给绝对见顶"] E2 --> G1["物理生产与 GDP 增速停滞"] end subgraph Phase3["第三阶段:金融崩盘(2008年)"] G1 --> P1["借款人丧失实体偿付能力"] P1 --> F1["庞氏债务结构破裂(次贷危机爆发)"] end ``` 这种机制如同一把“双扳机猎枪”:经济体先是通过借债来掩盖能源增长趋于停滞的事实;随后当能源供给直接滑坡时,全系统连维持这个庞氏骗局运转所需的再举债能力都彻底丧失了。虽然美国后来凭借本土页岩油气短暂补充了全球市场,但欧洲自2006年以来的实际增长微乎其微。欧洲今天的卡车吨公里运输量、建筑指数以及工业总产出全部低于2007年的水平;账面上微弱的增长很大程度上不过是未充分剔除通胀的统计失真与会计幻象。 - **欧盟能源达峰年份**:2006年(雷曼兄弟破产为2008年)。 - **实体经济下滑指标**(均低于2007年水平): - 欧盟卡车公路货运吨公里数(Ton-kilometers by truck) - 欧洲建筑开工指数(Construction index) - 欧洲工业总产出(Industrial production) --- ### [02:24:45](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8685s) 零和博弈与地缘离心力:从连通管到脱欧 当人均蛋糕不再变大,零和博弈便不可避免地撕裂政治秩序。Jancovici 援引英国脱欧公投解释道:当人们过得不顺心时,公投本质上是选民宣泄不满的工具——“人们是在回应提问的人,而不是在回答问题本身”(“in general, you answer the person who asks the question, you do not answer the question.”),正如戴高乐当年自食其果,以及法国在欧盟宪法条约公投中的反水一样。英国选民的投票无非是在大声宣称:“我们对当下的现状极其不满。” 这种不满的底层逻辑源于物理层面的“连通管效应”(Vases communicants)。在经济持续扩张的时代(如西班牙和葡萄牙入欧),法国人的购买力与新加入国可以同时提升。然而,当欧盟在2005年接纳东欧国家入欧时,正赶上能源见顶的前夕。东欧与西欧之间存在高达1比5的悬殊收入差距,在物理总量无法继续扩张的封闭空间内推行要素自由流动,西欧的利益势必被稀释。财富再平衡只剩下两条机械路径:一是“波兰水管工涌入伦敦”冲击本土劳动力市场,二是雷诺等巨头将工厂外迁至罗马尼亚引发本土工人愤怒。Jancovici 警告,如果初始势能差异无法通过普遍增长来抚平,这种零和转移必然催生政治分裂,未来法国脱欧(Frexit)、意大利脱欧(Italexit)、西班牙脱欧(Espaxit)甚至瑞典脱欧(Swedexit)的离心压力将只增不减,其原初推手无一例外都是能源的匮乏。 --- ### [02:27:22](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8842s) 收缩世界的到来与顶尖工程大脑的使命 回顾过去半个世纪欧洲能源供给的变化率曲线,不仅增速逐步滑落,更已跌入负增长区间,伴随着剧烈震荡。从二阶导数展现的内部动力学来看,未来的常态是能源供应持续缩水,导致本已脆弱的 GDP 增长率彻底沦入长期负增长。对于在场的年轻学生而言,这意味着未来的几十年将彻底告别二战后持续七十余年的“扩张世界”,步入一个不可逆转的“收缩世界”。 Jancovici 严肃地告诫台下的年轻工程师:在约束条件下管理一个正在收缩的世界,远比管理一个无限扩张的世界复杂、艰难得多。“我们真的需要你们……在这个国家最顶尖选拔出来的聪明大脑,来应对我们面临的最棘手难题之一:在可用资源不断萎缩的背景下,维持系统的大致稳定”(“In the sense that we're really going to need the best selected brains in the country to tackle one of the toughest problems we will have to solve, which is to keep the system more or less stable in a context of shrinking available resources.”)。相比于未来的社会与物理工程挑战,当年他们为了考入矿业学院所经历的严苛笔试与面试,不过是小菜一碟。不仅是欧洲,包括美国在内的整个 OECD 经济体,其人均能源供给都在2006年筑顶,全球性拐点已不可逆转。 --- ### [02:29:56](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=8996s) 课程结语:虚构的无限世界与气候极限 在课程第一模块的尾声,Jancovici 总结了现代文明的底层神话。人类之所以能构建出当下习以为常的社会经济制度——多数人生活在城市、从事第三产业、顿顿吃牛排、坐拥大量闲暇,甚至让法国雇主协会(MEDEF)与法国总工会(CGT)看似对立的诉求都能同时得到满足——全凭大自然无偿赐予的“阳光口袋”(借用摄影师 Yann Arthus-Bertrand 的生动比喻),即地底埋藏的高热值化石能源。依靠这种免费且极具放热能力的动力,人类得以高倍速加工地球上的其他免费自然资源。 然而,过去两百年间建立的经济学体系从根本上忽略了物理现实。地球的直径就是13,000公里,既不是14,000公里,更不是15,000公里。经济学将这一根本物理制约扫到了地毯之下,固守着“大自然是免费的”这一一阶近似公理,从而在模型中完全抹去了极限的存在。当第一重天花板已然显现,人类即将遭遇系统运行中最直接的硬约束:污染。而下节课的核心主题,就是这一特定且致命的污染形式——气候变化。 ### [02:31:35](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=9095s) 气候变化的本质与上游瓶颈预告 让-马克·扬科维奇(Jean-Marc Jancovici)在第一堂课程的尾声对整体逻辑进行了收束。他强调,气候变化归根结底只是整个物质与能源“转化流”在下游所产生的结果:“So climate change is only the downstream consequence of this transformation flow.”(因此,气候变化仅仅是这种转化流动在下游带来的后果)。然而,驱动现代经济运转的整个体系所面临的危机不仅存在于排放废气等下游环节,更存在于上游的物理输入限制。 在下一次课程中,讨论的核心将转向系统上游可能遭遇的瓶颈约束,也就是化石能源的供给限制。扬科维奇指出,化石能源的供给本质上代表着整个物理世界调动机械与转化自然的能力。他进一步补充道,如果时间充裕,我们同样可以将分析延伸到其他限制因素:例如各类关键金属资源的供给瓶颈,或者生态系统中物种资源的耗竭等,这些都是制约当前工业体系运转的潜在上限。最后,他明确指出下一节课将重点深入探讨化石能源的上游供给与转化能力,并在向学生致以“祝大家度过一个愉快的夜晚”的告别声中结束了本讲。 ```mermaid flowchart LR accTitle: 工业经济的上下游物理约束 accDescr: 展示上游资源瓶颈与下游气候变化之间的物质流动关系。 subgraph 上游输入限制 A["化石能源供给\n(核心转化能力)"] B["金属与矿物资源"] C["生态物种资源"] end D["人类经济机器\n(物理转化流)"] subgraph 下游环境后果 E["温室气体排放\n与气候变化"] end A --> D B --> D C --> D D --> E ``` - **下游后果与上游限制**:气候变化属于能源与物质转化系统在下游引发的废弃物效应,而系统更早或同样严峻的硬约束来自于上游关键资源的输入能力。 - **潜在的系统瓶颈**:除化石能源储量与开采峰值外,金属资源可获得性、生物多样性与物种承载力同样构成了现代工业体系的物理天花板。 - **后续课程重点**:下一讲将全面聚焦于化石燃料的上游供给瓶颈,剖析其如何直接决定人类社会的物理转化能力极限。 ## Notable quotes > [00:13](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=13s) 在你们人生的任何地方,如果一个复杂的模型和一个确凿的三数法则对不上,那一定是模型错了! — Jean-Marc Jancovici > [01:20:49](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4849s) 从可再生文明走向化石文明,都意味着我们每个人身上都降临了超人或钢铁侠,我们对环境的行动能力被放大了百倍甚至数百倍。 — Jean-Marc Jancovici > [01:00:06](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3606s) 现代人类拥有 70 亿人口所达到的物质生产体量,完全是因为机器的存在,它相当于我们在没有机器的情况下拥有 1.4 万亿人口。 — Jean-Marc Jancovici > [01:07:00](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4020s) 我们不可能靠细枝末节的举措来避免巨大的危机。我们可以用小行动来起步应对大问题,但小行动绝不能替代直面大问题本身。 — Jean-Marc Jancovici > [01:09:01](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=4141s) 从我们进入能源剧烈下行阶段的那一刻起,我们还能维持在80亿人口吗? — Jean-Marc Jancovici > [01:04:50](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3890s) 现代的奴隶依靠地下资源维生,因此他们把全部的地表可用空间都留给了我们。 — Jean-Marc Jancovici > [57:14](https://www.youtube.com/watch?v=xgy0rW0oaFI&t=3434s) 石油危机的主要特征是,它标志着一个急速扩张世界的终结。 — Jean-Marc Jancovici ## Mentioned Jean-Marc Jancovici, École des Mines de Paris, The Shift Project, Jean-Pierre Foucault, Free, SFR, Orange, Roquette, Charlton Heston, Soylent Green, Edwin Drake, Zara, 巴黎圣母院, D2 大厦, Île-de-France, Fos-sur-Mer, 巴黎协定, 黄马甲运动 (Gilets jaunes), Beauce, 亨利四世 (Henri IV), 世界银行 (World Bank), 沃尔沃卡车公司 (Volvo Trucks), 阳狮集团 (Publicis), 奥斯曼男爵 (Georges-Eugène Haussmann), 大巴黎快线 (Grand Paris Express), 弗朗索瓦·密特朗 (François Mitterrand), 门捷列夫 (Dmitri Mendeleev), 让-巴蒂斯特·萨伊 (Jean-Baptiste Say), 夏尔·迪潘 (Charles Dupin), 法国综合理工学院 (École Polytechnique), 布鲁塞尔的莱昂 (Léon de Bruxelles), 法国高级气候委员会 (Haut Conseil pour le Climat), 国家低碳战略 (SNBC), 经合组织 (OECD), 雷曼兄弟 (Lehman Brothers), 戴高乐 (Charles de Gaulle), 雷诺 (Renault), 法国雇主协会 (MEDEF), 法国总工会 (CGT), 扬·阿尔蒂斯-贝特朗 (Yann Arthus-Bertrand) ## Video description Partie 1 du cours de Jean-Marc Jancovici à l’École des Mines de Paris en Mai 2019 Diaporama, audio et retranscription à télécharger : https://drive.google.com/open?id=1fqoACrCFtlXKonP266DkFUcmMVj22yj_ Nouveau ! : les vidéos du cours des Mines 2019 sont disponibles dans un format audio+diaporama beaucoup plus lisible : https://slides.pimoid.fr/jancovici/mines_2019/ Audio : https://soundcloud.com/effondrement-imminent/1-lenergie-cours-des-mines-2019-jancovici?in=effondrement-imminent/sets/jancovici Vidéo originale : https://www.youtube.com/watch?v=WQJsMmJMKOo Le poids de cette vidéo a été réduit, pour diminuer sa consommation énergétique et donc les émissions de gaz à effet de serre induites, grâce à un tutoriel mis à disposition par le think tank The Shift Project : https://theshiftproject.org/guide-reduire-poids-video-5-minutes/ Site de Jancovici : https://jancovici.com Page Facebook : https://www.facebook.com/jeanmarc.jancovici/ [Source](https://www.youtube.com/watch?v=xgy0rW0oaFI)

Source quotes

[0:13] Jean-Marc Jancovici: 在你们人生的任何地方,如果一个复杂的模型和一个确凿的三数法则对不上,那一定是模型错了! [80:49] Jean-Marc Jancovici: 从可再生文明走向化石文明,都意味着我们每个人身上都降临了超人或钢铁侠,我们对环境的行动能力被放大了百倍甚至数百倍。 [60:06] Jean-Marc Jancovici: 现代人类拥有 70 亿人口所达到的物质生产体量,完全是因为机器的存在,它相当于我们在没有机器的情况下拥有 1.4 万亿人口。 [67:00] Jean-Marc Jancovici: 我们不可能靠细枝末节的举措来避免巨大的危机。我们可以用小行动来起步应对大问题,但小行动绝不能替代直面大问题本身。 [69:01] Jean-Marc Jancovici: 从我们进入能源剧烈下行阶段的那一刻起,我们还能维持在80亿人口吗? [64:50] Jean-Marc Jancovici: 现代的奴隶依靠地下资源维生,因此他们把全部的地表可用空间都留给了我们。 [57:14] Jean-Marc Jancovici: 石油危机的主要特征是,它标志着一个急速扩张世界的终结。

Source quotes

[0:13] Jean-Marc Jancovici: And everywhere in your life, if a sophisticated model is not in line with a well-established rule of 3, it is because the model is wrong! [12:20] The energy conservation law applied to humans has a consequence that is simplistic, which is that humans can do nothing more than extract from the environment an energy that already exists and use it for their benefit. [136:41] Jean-Marc Jancovici: Euros only measure a flow in monetary terms, which kilowatt-hours physically measure. [36:52] Jean-Marc Jancovici: And choosing an energy means choosing between the disadvantages you want and those you don't want. [147:22] Jean-Marc Jancovici: managing a shrinking world is much more challenging as a constrained optimization exercise than managing an expanding world. [151:35] Jean-Marc Jancovici: So climate change is only the downstream consequence of this transformation flow. [44:07] Jean-Marc Jancovici: Précisément parce que les caractéristiques physiques des combustibles fossiles sont supérieures aux caractéristiques physiques des énergies renouvelables, l'Homme, qui est un animal accumulateur, a passé son temps à passer des énergies renouvelables aux combustibles fossiles, pour pouvoir accumuler plus vite. [134:54] Jean-Marc Jancovici: In other words, if I deprive my fleet of machines of energy, I will deprive my productive system of its production capacity even if the bankers are very friendly and even if the unemployed are ready to go to work.

Original transcript

[0:13] I'm going to give you a lecture on, let's say, two objects that will [0:19] accompany you throughout your personal and professional life from now on and [0:24] besides also since the past, which are called energy and climate change. [0:31] So I'm not an academic. My job is to be a consultant. [0:36] I am a partner in a consulting firm. I have a second job as President of an association. [0:40] And I do extension work that eventually led to this course. [0:44] That's why I do this job rather than my main job. [0:50] The course I'm going to give you is essentially a course based on [0:54] observational data, relatively simple reasoning with hands. [0:58] I hope it will be accessible. It is not very different (to be very frank) [1:01] from a number of things that I can tell in other forums for audiences [1:04] that have not been carefully selected through contests. [1:06] So, normally you should be able to keep up. I'm still going to remind you of a [1:10] couple of little things as an appetizer. [1:12] The first is that you will remember much more easily what I say if you take [1:16] notes (even if you trash them afterwards) rather than if you don't take them. [1:20] So it's a very good mnemonic way to take notes. [1:23] The second thing is that I will try in [1:25] particular to invite you to always approach problems by reasoning by [1:29] orders of magnitude and rules of 3. You have entered this school having been [1:35] carefully selected for your above-average ability to solve [1:41] complicated problems that are well-posed. All right? [1:46] You have been selected to enter this school for solving problems that are [1:49] univocal: they have only one solution. Perhaps a little complicated, [1:52] but they have only one solution, and they are well-posed. [1:54] That is to say, in the problem, you have all the information you need to [1:57] find the solution. Life and what I'm going to tell you [1:59] from now on, is essentially made up of ill-posed problems where you don't have [2:03] all the information. All right? [2:05] And when we approach a problem that is ill-posed and that we do not have all [2:08] the information, there is something that is extremely effective in [2:11] addressing these problems -- and it will be particularly true in what I am [2:14] going to tell you -- it is to reason by orders of magnitude and rules of 3. [2:17] And everywhere in your life, if a sophisticated model is not in line [2:22] with a well-established rule of 3, it is because the model is wrong! [2:26] So here are some elements that I give you as a preamble to the course that we [2:33] will have the pleasure of going through together. [2:38] This is one of the most famous pensioners in France. [2:42] He is retired because he would have said he was going to stop working, but [2:45] that must not be entirely true because from time to time, we see him do things [2:48] that are less fun than that. It doesn't matter. [2:50] So we're going to get him back in a little bit of service. [2:55] When you ask a question in the Millionaire Game, for those of you who [2:58] have already watched this excellent game, you know that you are given 4 [3:02] answers in advance. That is, you are told : “Here is the [3:05] student sitting there in the second row, does he have a shirt a) blue, [3:09] b) green, c) yellow, d) black” and all those who were currently sleeping are failing, [3:14] the others have the right answer. [3:15] Now, we will imagine that he asks a question in an open way, that is, he [3:19] asks you: “What is energy?” You know that in France there is a [3:22] Minister of Energy so you could ask him: “What is energy?” [3:25] Normally, he should know since he is the Minister of Energy. [3:28] Well, you would realize, if you asked the question (I'll give you an example [3:32] in a few minutes), that in fact, the first answer that comes to the bulk of [3:35] the population, I mean the bulk of the population, so I'm not talking about [3:39] the world in which you live on a daily basis. [3:41] It's this. That is, if you say “energy” in a [3:45] number of forums and in particular in a forum that we call “general public”; [3:53] the first thing that will come to mind for many people -- and in fact it is [3:57] normal because it is something that is also the first way to present energy in [4:01] the world of economists -- is that it is something that is bought: a convenience. [4:05] It's a thing to buy and so the main [4:09] subject is whether it's expensive or cheap, and if we could do it [4:11] differently to get the same thing for less expensive. [4:14] This is particularly true in the news since for all of you who have followed [4:19] this kind of movement, you know that it started with a dispute over fuel prices. [4:24] So, of course, that is not the main [4:27] issue at the end of the day, but it started with this dispute, which was a [4:31] dispute over fuel prices. So, the Yellow Vests never said: “We [4:34] don't want to consume fuel because it's too much CO2” or “We don't want to [4:37] consume fuel because it makes us dependent on Russia, Norway and we [4:40] don't want to.” No, no. [4:40] They were just saying: “It's too expensive.” [4:44] All right? So what I'm going to try to explain to [4:46] you during part of the rest of this course is that, if you look at the [4:49] problem from that perspective, unfortunately, you're missing the [4:52] point. There are several reasons why we are [4:54] missing the point. The first is that if you look in [4:58] strictly economic terms what it costs to buy energy in relation to what you [5:03] earn. And you can represent it in several [5:06] ways. One of the ways I represent it, is to [5:09] look at what it costs to buy each year from the whole economy, to buy the oil, [5:13] gas and coal that made it work. So, I look at the whole economic [5:17] product of the year and I look, in relation to this economic product, what [5:21] it costs to buy on the market all the oil we consume in the year, all the gas [5:25] we consume in the year (I speak for the world as a whole) and all the coal we [5:29] consume in the year. Well, the result I get is that it costs [5:33] a few percent of what we earn. A few percent of what we earn. [5:36] I will show you a graph in a short while on how much it costs the French [5:40] to buy energy and I assure you that to pay Free, SFR or Orange (sorry I didn't [5:45] name anyone) to say: “Hello, I'm late” [5:47] or “Where are you?” [5:48] It costs roughly the same price. About the same price. [5:52] It costs a few percent of what we earn. And from the moment an object placed in [5:57] an economic debate represents a few % of the debate, well, at that moment, [6:02] the normal reflex will be to say: “I will take care of it a few % of the time.” [6:07] And typically, what you see right now [6:09] in political debates is: I'm interested in energy at election time a few [6:12] percent of the time and then, the rest of the time, I give this to someone to [6:16] whom I delegate the problem by telling them: “Make sure that this thing is [6:19] managed in your own corner, it's not really my problem. [6:21] I do not see the link with pensions, diplomacy, economic policy or the [6:27] number of printers in the country. There is no connection. [6:31] So I will consider it a subject that can be detached from the rest and only [6:34] requires a few percent of my time.” What I'm going to tell you from now on [6:38] is that this reasoning is as relevant as if I told you: “Your brain is 2% of [6:43] your weight, so I can remove it from you, it's not very serious, you'll lose [6:47] 2% in efficiency.” So, “pie chart” reasoning (and that's [6:51] something that's broader than just energy) “pie chart” reasonings never [6:56] tell you if the “pie pieces” are enslaved to each other or not. [7:00] There is another funny reasoning of the same type which is to say: [7:03] “Agriculture is 2% of GDP so we don't care, we can dump it, it doesn't matter much.” [7:08] Well, yes, except that if you stop [7:10] eating, the remaining 98% of GDP, quite quickly, will be problematic. [7:15] So, the “pie chart” reasonings, you always have to be very wary of the fact [7:18] that it doesn't represent the dependence you can have on one “piece [7:21] of pie” to another. And what I'm going to show you now is [7:25] that, in fact, the dependence of the 97 or 98 or 95% of GDP that are not energy [7:30] purchases, in fact, is totally 100% dependent in the modern world on the 5% [7:35] in question. So, energy is not an invoice, even if… [7:39] Well, objectively, it is not just an invoice even if that is how we reason [7:45] in the economic world in which we live. There is another thought that often [7:50] comes to mind when we talk about energy. [7:52] It's people telling you: “Ah, energy, good energy, that's the energy we save.” [7:55] So, the second thing I'm going to show you during this course is that if [7:59] you're in this room right now with the time, at your choice, to sleep for [8:03] those who take a nap or to listen, instead of being picking potatoes, it's [8:07] precisely because the World has been increasingly consuming energy over the [8:11] past two centuries. [Sorry.] [8:12] So, in fact, the result of the world we live in today is a world of growing [8:17] energy abundance and not at all a world of growing energy savings. [8:21] So, in fact, the right energy, in the sense of the one that allowed the [8:25] emergence of the industrial civilization in which we live, is [8:29] precisely the one that we have not saved. [8:32] The third topic that is very popular at the moment is that: “Energy is not [8:37] very serious to know what it is. What is important is that it will [8:41] become 100% renewable.” You will see that, in fact, that is not [8:44] exactly how it happened. And, in fact, the right way to approach [8:48] energy could be the poet's. That is, energy is what you are filled with [8:52] on a morning when you are in good shape (or an afternoon, it depends on [8:56] when you get up). Well, in fact, this way of seeing things is the right way [9:00] because, when you consider that you are full of energy, in fact what it means [9:04] is that you consider you have a great ability to control your destiny. [9:08] “I have a lot of energy, I'm very fit”, that means, basically, “there's not much [9:12] I am afraid of”, and so, “I have a great ability to [9:15] control my destiny”. But energy, as we will see from now on, [9:18] is that, having a lot of it, is precisely having a great ability to control your [9:22] environment. It's that by definition. [9:25] By definition, having a lot of energy means having a great ability to control [9:29] your environment. And why is that? [9:32] Because energy, before being an invoice or before being a subject of debate, is [9:36] a physical quantity. So you know it well because you have [9:39] done a little bit of physics to get into this amphitheatre, energy is a [9:44] physical quantity. It's quite funny, moreover, because in [9:46] physics there is no totally univocal definition of energy. [9:49] I'll suggest one for you. For me, energy is what quantifies the [9:52] change of state of a system. All right? [9:54] Energy is what quantifies, I mean quantifies, calculates, the change of [9:59] state of a system. In other words, the more the world [10:02] around you changes, the more energy has come into play. [10:05] And, the more energy that comes into play, the more the world around you [10:09] changes. It's as simple as that. [10:12] So if I take this back to transformations in everyday life, here [10:15] are some of them, or more precisely objects that transform the environment [10:19] in everyday life. These are objects that transform the [10:22] temperature. These are objects that are intended to [10:24] change a temperature, which I show you here. [10:26] Either to heat or to cool down. And these objects use or eventually [10:31] release energy. Here are some objects to change a [10:34] velocity. That's all a car is for. [10:36] It is used to change the speed of what is contained in the car, eventually you [10:41] and your luggage when you go on holiday. [10:44] Well, a speed change is a change in the state of a system. [10:47] Here are some objects to change a shape. [10:51] You had soil, the soil is excavated, it is placed next to the hole. [10:54] Change of form. You had a sheet metal, the sheet metal [10:57] is stamped and you have a car door. Change of form. [11:00] These machines use energy. You have energy that comes into play [11:04] when you change a chemical composition. And, by the way, the first chemical [11:08] composition that constantly changes to provide energy in your immediate [11:12] universe is called your digestion of the food you eat. [11:15] Actually, that's what they're for. They are used to provide you with [11:17] energy. You have energy that comes into play [11:19] when you have magnetic fields that interact with electric currents. [11:22] So, it can either consume it, in an engine, or “supply it”, in an [11:28] alternator. You have energy that comes into play [11:31] when you rearrange the nucleons of a nucleus. [11:34] And you know the sun spends its time doing that. [11:37] It is a large permanent thermonuclear bomb that spends its time assembling [11:42] hydrogen nuclei to make helium nuclei. You have energy that comes into play [11:47] when you have material-radiation interactions. [11:50] So, the interaction of matter and radiation that interests you the most [11:53] is your smartphone. But in the end, there is more to it [11:55] than that in the interaction of matter and radiation. [11:57] One that will be of great interest to you, and to me too in a month and a [12:00] half represented by this young woman on the right. [12:02] So, in a general way, using energy is nothing more than transforming the [12:09] world around us and conversely, transforming the world around us [12:15] necessarily implies that there is energy involved. [12:20] So, once I told you that, a first small remark. [12:25] Man is in transition. You know that we currently have a [12:28] Ministry of Energy Transition and not just a Ministry of Energy. [12:31] We have a Ministry of Energy Transition. [12:32] Well, the Ministry of Energy Transition is probably the oldest Ministry in the [12:36] human community, since Men have been in energy transition for 500,000 years. [12:40] 500,000 years ago, the only energy that humans could use was their bodily [12:44] energy. And then, they started to domesticate [12:47] the fire, so a first extracorporeal energy. [12:49] In Antiquity, we started to domesticate all renewable energies and, by the way, [12:54] even some fossil fuels. For example, oil was known to the [12:58] Sumerians, coal was known to the Chinese a few thousand years ago, so in [13:02] small doses all this. And in fact, the industrial revolution [13:06] was the domestication of fossil fuels, we will come back to that. [13:11] And so, the energy transition is a permanent state of human beings. [13:16] Every time they find a way to use a new energy source, they do it. [13:21] What characterizes the modern era (and you will see that it characterizes it [13:25] extremely strongly and that is what poses a problem) is that we have [13:30] radically changed the order of magnitude in all these processes in a [13:34] very, very short time. So energy, as I told you, is a physical [13:38] quantity. From the moment I said that energy is a [13:41] physical quantity, it means that there is every chance that energy will be [13:46] governed by laws that we cannot change. That's the charm of the laws of [13:50] physics. It's that you can understand what [13:52] Maxwell's equations are, but once you understand them, you can't change them. [13:56] You can't say: “Well, it would be nice for the purchasing power of consumers [14:00] if we could change Maxwell's equations a little bit.” [14:02] No need to try. Well, as far as energy is concerned, [14:04] you have a few laws that apply to us and that cannot be changed. [14:07] So, it is not to say that we do not try to change them from time to time [14:10] implicitly by votes in the National Assembly, but, nevertheless, it is [14:13] better to know them. So, as I told you, energy is what [14:16] quantifies the transformation of the environment. [14:19] The first cardinal law that is very simple to keep in mind when it comes to [14:23] energy and that you all know by heart, of course, is the first principle of [14:27] thermodynamics or energy conservation law. [14:29] So, the energy conservation law applied to humans has a consequence [14:33] that is simplistic, which is that humans can do nothing more than extract [14:37] from the environment an energy that already exists and use it for their [14:41] benefit. That's all Men are capable of doing. [14:44] If Men were able to make energy appear within them without communicating with [14:50] the outside, we would be violating the first principle of thermodynamics. [14:55] So, I'm sure that in a good Harry Potter, you can do that, but in the [14:59] real world it's more difficult... So, any energy we use, we have to find [15:05] it in the environment. Everything. [15:09] An energy that is in the environment is called “primary energy” in the jargon [15:14] of energy experts. All right? [15:16] So when you see the term “primary energy” passing through the statistics [15:20] (which I may ask you to look at) it means that it is energy as it [15:24] is found in the environment. There is another term that is very [15:28] common in energy (we will come back to it in a few classes) which is [15:31] the “final energy”. The final energy is the energy that [15:34] passes the final consumer's meter. So, who is the final consumer? [15:38] It is you when you are at home and you have a gas meter or an electricity [15:42] meter or you have an oil tank (it's very bad, you can't tell anyone) and a [15:46] meter on the truck that delivers the fuel or when you are an industrial, you [15:49] have a meter because you use gas in a glass furnace. [15:52] There you go. So, as soon as you are an end consumer, [15:54] individual or industrial and you buy energy that will allow you to operate a [15:58] machine, it is called final energy. The energy found in the environment is [16:02] called primary and in between, you obviously have the energy system. [16:05] So historically, the only primary energies that humans know how to use [16:11] are food and the warmth of the sun. There are two of them, I should have [16:16] put the heat of the sun on too. So, historically, the only converter [16:19] that people have at their disposal is themselves. [16:22] Because, to use energy, you need a converter. [16:24] We have to get this into something that will transform it. [16:28] So, the only converter that people have is themselves. [16:30] So, they eat, they heat themselves in the sun and from these energies that [16:36] they absorb or ingest, it comes out heat, a lot, work, a little. [16:41] And then, over time, we started to be able to domesticate other converters. [16:47] So, apart from wood, a very rustic converter, we started to domesticate [16:52] all possible renewable energies. So, at the time, renewable energies [16:57] included other living organisms, because they were completely renewable. [17:01] Draught animals are perfectly renewable. [17:03] It eats perfectly renewable grass and therefore provides you with perfectly [17:07] renewable energy. Wind and water were also domesticated [17:11] through the mills. Ancient Europe was covered with water [17:14] and then windmills. And so, it must be clear that renewable [17:18] energies are not the future, they are the past. [17:20] So not in the sense that there is nothing to expect from the future. [17:22] What I mean is that renewable energies were part of our daily lives a few [17:26] centuries ago. So, a world 100% renewable energy, I [17:28] know very well what it looks like. I have at least one sampling point, [17:32] it's the world three centuries ago. This one is 100% renewable energy, it [17:36] works very well. So, a world with 1 billion people on [17:40] Earth, 30-40 years of life expectancy at birth and two thirds of the [17:45] population in the fields, that, I know it works in 100% renewable energy. [17:50] There is no problem, since we did it once. [17:53] Obviously, the debate today is: “Can we achieve civilization with the [17:56] engineers at MinesParisTech and all the machines we use today with 100% [17:59] renewable energy?” So, we'll come back to that later. [18:02] And then, two centuries ago, there were a few brilliant engineers and [18:07] physicists who said: “We could use other converters, converters that are [18:12] non-renewable, in this case machines made of metal, and we will give them an [18:17] energy that we do not yet know how to use on a large scale today, called [18:22] fossil fuels.” So here, I summarize for you in one [18:25] sheet what has been the energetic history of men. [18:28] First the converter is us. Then it's other living organisms. [18:32] There were slaves in it too. Then, renewable energies and, [18:37] ultimately, metal machines with fossil fuels. [18:41] And so, what I'm telling you also is something that's absolutely essential [18:46] is that, in fact, we don't consume energy, except what you eat. [18:50] So, when you see “energy consumption” somewhere, it's an inappropriate term. [18:54] Because unless I'm mistaken, I don't think you've ever drunk oil. [18:58] If anyone has ever done this here, let them tell me, but normally not. [19:02] I don't think you've ever eaten coal except the one used for flatulence. [19:06] And you didn't breathe gas, at least not methane, the one that gives [19:09] Mickey's voice maybe. So, we don't consume energy with our [19:14] own bodies. In fact, when we say that we consume [19:16] energy, it is an inappropriate term -- but it is an inappropriate term that [19:19] induces an optical illusion that is extremely strong. [19:21] Consuming energy is actually domesticating a machine. [19:24] So, wherever you are going to see “energy consumption”, including in my [19:28] slides – because from time to time I use this shortcut even if I try not to [19:31] You replace by “using machines”. And wherever you see that we are [19:36] “consuming more and more energy”, you cross over and replace it with: “We [19:40] are using more and more machines”. That's what you have to understand. [19:44] And in fact, the increasing amount of energy we use is nothing more than how [19:50] to increase proportionally the huge mechanical exoskeleton we have created [19:56] for our profit. It's this, energy. [19:59] And this world of machines is the world in which you live. [20:02] So, unless I'm mistaken too: moral and weather conditions make you come to [20:08] this class dressed. If you are dressed, it means that you [20:11] have put on a piece of clothing at one time or another. [20:13] So, putting on a piece of clothing takes exactly a few seconds, even if [20:17] you are extremely clumsy. In the dark, badly awake, after the [20:20] ingestion of substances that I will not name, perhaps a few tens of seconds but [20:24] never much more. A few seconds, then. [20:27] Well, in a matter of seconds you have mobilized thousands of machines for [20:32] your benefit without realizing it. You have mobilized thousands of [20:35] machines for your benefit. You started by mobilizing all these [20:39] agricultural machines for your benefit if you have a so-called natural textile [20:43] garment: cotton, linen, etc. You started by mobilizing all the [20:47] agricultural machinery that sowed, harvested and eventually processed [20:51] cotton for your benefit. You have, if you use a synthetic [20:55] textile fiber (so everything that is poly-whatever, nylon-thing, [21:00] all this comes from oil). So, if you put on an underwear that has [21:05] synthetic fibers or a t-shirt that has synthetic fibers, well, you have put on [21:10] a piece of oil platform plus a piece of steam cracker plus a piece of refinery, [21:15] those little 5 billion-dollar beasts right there that you see in that [21:19] picture. If you have something other than an [21:21] unbleached fabric, it has been dyed, so it was necessary to make the dyes. [21:25] So, you have the chemical industry that has worked upstream, then you have [21:29] machines that have.... Sorry, we had to weave the fibers [21:32] first, excuse me. So, these are mechanical machines [21:35] again. It had to be dyed, so this is the [21:37] chemical industry. It had to be transported because [21:40] obviously it is not where you grow the cotton that you weave it, that you dye [21:45] it, etc. So, you have other machines that have [21:47] been involved at all the intermediate stages of the chain called trucks, [21:51] trains, planes. It was necessary to manufacture boxes [21:54] in which refineries were installed, in which chemical plants were installed, [21:59] etc. So, you also have these machines that [22:01] have come into action. It was necessary for power plants to [22:04] supply part of the process. So, these machines also came into [22:07] action. In short, in something totally trivial [22:10] that we do as we breathe – that is called putting on a garment --, well, [22:15] you don't realize it but there is an army of machines that have worked for [22:19] you, just with this very simple gesture. [22:22] So, after you get dressed, those who have proper hygiene will brush their [22:27] teeth after breakfast. Again, it's the same: brushing your [22:31] teeth is something that takes three minutes if you follow the doctor's [22:34] advice, one minute if you're in a hurry. [22:36] You have again used considerable quantities of machines simply to make [22:41] this gesture. You have here a picture of a chemical [22:45] factory in northern France that belongs to the Roquet family group and that [22:51] produces a sugar that is found in toothpaste, called sorbitol. [22:56] Then you know that sugar causes cavities. [22:58] So, if you put sugar in your toothpaste that causes cavities, it's still a bit [23:00] of a stretch. So, it turns out that the sugar we want [23:02] in the toothpaste -- so that it tastes a little nice -- is a sugar that does [23:05] not cause cavities. It's a different molecule and, in fact, [23:09] it's one of the few hundred molecules you're going to take out of a factory [23:13] called a starch factory, into which you put a full train of wagons loaded with [23:18] corn every day and you take out hundreds of different chemicals. [23:22] And, on site, there are a few thousand people working on a plant that runs in [23:26] 3/8. It is one of the largest chemical [23:28] plants in France. Then you have your tube that is made of [23:32] plastic. Now there are no longer really any [23:34] metal tubes. So, in plastic! [23:35] New oil platform / refinery / steam cracker / etc. [23:39] And your plastic tube, it does not appear by the operation of the Holy [23:43] Spirit from the plastic. You need an extruder, that you see [23:47] here. You brush your teeth in front of a [23:48] mirror because otherwise you do stains everywhere. [23:51] So, we had to make the mirror. Here you have a train-float that makes [23:55] the mirror and, again, you need boxes, trucks, etc. [23:58] And then you brush your teeth with purified water and this is a water [24:01] purifying device, for example. So, again, an army of machines that [24:06] have worked for a daily gesture called brushing their teeth. [24:11] Now, I come to the most important thing in your life: your phone. [24:14] Well, it's the same thing. When you make a phone call, you have [24:19] mobilized an army of machines for your benefit. [24:23] It was necessary to manufacture plastics for the telephone, to [24:28] manufacture purified water, etc. Steel must be manufactured for antenna [24:32] supports. You have 40 different metals in a [24:35] smartphone. 40! [24:37] Some present at extremely low concentrations and several tens. [24:40] So, there are as many mining activities here and there, so there are as many [24:44] mining machines, etc. Let's take the telecom network, that [24:47] makes possible to operate the – because if you're the only one with a [24:50] smartphone and others don't, it's not much use, [24:53] you have to be able to communicate with others. [24:57] So, we need a network. Here is for example a machine to run [24:59] cables to make the network, etc. So, making a phone call is also [25:03] something that will involve thousands of machines for all the intermediate [25:09] stages of construction and operation of the device. [25:13] So, I say it again. Today, we live in a world of machines [25:17] and all these machines without exception use energy. [25:21] All of them! And you understand well, to reverse the [25:25] reasoning I showed you earlier on: It doesn’t matter if it's 3%: if you [25:31] instantly deprive the world of energy, it's not 3% of GDP you're going to [25:37] lose... It's quite simple to understand. [25:41] You no longer have a means of transport that works. [25:44] You no longer have banks, no water networks, no hospitals, no transport of [25:50] any kind because no energy. All right. [25:53] So, you will starve, you will freeze to death and you will kill each other. [25:57] Basically, that's what happens if tomorrow morning, instantly, we deprive [26:00] the world of energy. So, the whole modern world depends on [26:04] it and that it costs 1% or 100% of what you earn is not so much the subject. [26:08] Well, it's a subject, but it's not the only one. [26:13] From now on, we will look at a number of quantitative elements. [26:17] So how do we count energy? You know that when you are given an [26:20] exercise to enter to MinesParisTech, generally the unit you are allowed and [26:24] the only one is the Joule. I'm not going to use it much because if [26:29] I expressed in Joules the quantities we're going to discuss from now on, [26:35] there would be so many 0’s on the slide that you'd take too long to look at it. [26:41] So often we'll use units of energy a little different from the Joules [26:46] because it avoids Gigas and Megas and it allows us to have smaller things. [26:52] So, already the first way to remove 6 zeros in Joules, is to switch to [26:57] kilowatt-hours (kWh). And the advantage of the kilowatt-hour [27:01] is that it is what appears on the bills (even if energy is not just a bill). [27:05] It also brings us closer to things that are more familiar in everyday [27:12] discussions. A French individual today uses, all [27:16] uses included, imports included (i.e. including the energy that has been used [27:20] outside France to operate the machines that supply his consumption in France – [27:25] because, to take the example of your smartphone, from now on, it is “made [27:30] elsewhere” in its entirety), well, it is around 60,000 kWh a year. [27:36] As for energy companies, they have a unit that they also like, which still [27:41] allows them to gain 4 zeros, which is the ton of oil equivalent. [27:45] The ton of oil equivalent has a very simple definition: [27:47] it is the equivalent of the energy released by the combustion of one ton [27:51] of oil. So, a ton of oil does not always have [27:54] the same combustion energy, it depends on the nature of the oil. [27:58] That's why we usually add “average quality” and it's worth about 11600 [28:02] kWh. From time to time, you will also have [28:06] units in the energy that are brought in by the Anglo-Saxons, especially the [28:11] Americans; and you know that American units are rarely compatible with the [28:17] metric system. There you go. [28:18] So, the ton of oil equivalent is part of that big whole. [28:23] OK. I'll use a little bit of the electron-volt. [28:25] Not often. And finally, I will also use [28:30] the “slave equivalent”. So, the “slave equivalent” is about [28:34] 100 kilowatt-hours of mechanical energy and I will explain why right now. [28:40] Who has done this before in this amphitheatre? [28:43] Oh, not more? Well, who has already walked up the [28:49] Eiffel Tower? Well, that's better already. [28:51] So, let's imagine that for some reasons that interest you, you decide to climb [29:04] the Eiffel Tower 6.3 times during the day. [29:11] Who has already climbed the Eiffel Tower 6.3 times? [29:15] Ah, that's good. It's to impress the Japanese or... [29:20] No, it's for another reason? So, if you climb the Eiffel Tower 6.3 [29:26] times during the day, with the Eiffel Tower at just over 300 m, you will [29:33] experience a difference in altitude of around 2000 m during the day. [29:39] In doing so, you will generally use your legs since using your arms is [29:45] harder... Well, the mechanical energy that you [29:49] are going to release with an effort of this nature (which is not a totally [29:54] marginal effort for everybody) is E = m*g*h. [29:58] So, it's extremely simple. Well, actually, it gives a ridiculous [30:02] half a kilowatt-hour over a day. So, a man at work who uses his legs to [30:07] power any mechanical device like Charlton Heston who pedals in “Green [30:13] Sun”, at the end of the day, he will have been able to restore or provide [30:19] about half a kilowatt-hour of mechanical energy. [30:23] If you imagine that this man at work makes this effort every two days. [30:27] Which is another way of saying that you climb the Eiffel Tower three times [30:31] every morning. Well, by the end of the year, your legs [30:35] will have provided about a hundred kilowatt-hours of mechanical energy. [30:40] So, over a year's work, the carcass of a reasonably trained man is capable of [30:45] providing about a hundred kilowatt-hours of mechanical energy if [30:50] he uses his legs. If you use your arms (and let's say by [30:53] passing a little bit of back also and a shovel -- it's more difficult with bare [30:57] hands), and that you pour six cubic meters of soil, that is to say about 15 [31:01] tons of soil in a day, well, in addition to blisters, you will [31:06] have provided 0.05 kWh of mechanical energy. [31:09] That is to say, you are even “ten times more ridiculous” than the person [31:13] who climbed the Eiffel Tower three times with his legs. [31:16] So, a pair of arms at work during the day is 0.05 kWh, a pair of arms at work [31:24] during the year is about 10 kWh of mechanical energy. [31:29] If you burn a liter of petrol, that costs the scandalously high price of [31:35] 1.60 € (which justifies finding it too expensive) you're going to get 10 kWh of thermal [31:42] energy. And if you want to have a strict [31:45] comparison, obviously you have to put it into a machine that will convert [31:50] this thermal energy into mechanical energy; even with the best engineers in [31:56] the world to make cars, you will get 2 to 4 kWh of mechanical energy, no more. [32:01] It doesn't depend on the engineer, the 2 to 4, it actually depends on how the [32:06] car functions (if it is close to its optimal [32:09] performance or not). Well, so if it's 2, it's the driver's [32:13] fault, it's not yours. So, you will get 2 to 4 kWh of [32:16] mechanical energy. That is to say, in a single liter of [32:21] petrol (which we will see in a short time that the French still consume not [32:27] far from 1000 liters per year), you have the same work content, the same [32:33] capacity to change environment, as in 10 to 100 days of hard work by a human [32:40] being. I am telling you again [32:42] when you use a machine that consumes a liter of gasoline, you are able to [32:47] change the environment, that is to provide work, at the same level as 10 [32:52] to 100 human beings who would use either their legs or their arms. [32:57] I don't know if you realize the difference you have between the energy [33:02] we use through the machine and our own body. [33:06] If we convert all this into money, another way of saying the same thing is [33:10] that the kWh of mechanical energy, if I pay a man at work to provide it, I will [33:15] pay him from a few hundred to a few thousand euros, while the machine at [33:19] work provides me the same service for a marginal cost (I did not put the [33:24] machine in there) in the order of a few tens of cents. [33:27] So, when I go from man to work to machine to work, outside the cost of [33:32] the machine, I divided the cost of a unitary transformation of the [33:36] environment by a factor of a few hundreds to a few thousands. [33:40] The reason why we are mechanizing everything we can in the economic world [33:46] is there. So as soon as you can replace a worker [33:49] with a robot, you do it. As soon as you can replace a worker [33:53] assembler on a chain with a robot, you do it. [33:55] As soon as you can mechanize anything, a farmer, replace it with a tractor, [34:00] you will always, always, always, always do it, because of this absolutely [34:05] considerable difference in price between human labour and energy. [34:09] That is why we have always been looking for effective machines to replace [34:16] people with machines. It even worked for the replacement of [34:20] slaves. If you take a slave, which is usually [34:24] not a youthful vocation… Well, this slave, to make him work, [34:29] you're going to have to go get him against his will. [34:31] You have to pay money. I would remind you that there was a [34:34] time when there was a slave trade that was a completely immoral business by [34:38] current standards, but in the meantime, it was still done for economic reasons. [34:42] You have to stop him from killing you, you have to stop him from getting out [34:46] of here, you have to feed him and so on... [34:49] And when you look at what it costs to get a slave's work, you realize that [34:53] even that, it will cost you 10 to 100 times more than the machine that has [34:57] nothing against its condition as machines, that does not seek to get out [35:00] of the way and that does not go on strike and works 24h/24. [35:03] So, the reason why slavery has disappeared in societies that have had [35:09] access to energy is not because the genetic code has changed. [35:13] So, I'm going to make a little incursion into the course you didn't go [35:16] to for some of you: it's not because our genetic code has changed. [35:19] Our genetic code is exactly the same as that of our ancestors two or three [35:23] centuries ago. Simply, there are no longer any [35:26] incentives to do things that we were doing at the time because we found much [35:32] better and much less annoying to do the same thing. [35:36] So, what freed the slaves was oil. [35:43] At this stage, there are some initial [35:45] conclusions that I propose to you. So, I remind you that using energy [35:52] implies that energy already exists in the environment. [35:55] So, sometimes in a debate, you see people telling you: “We could use [35:58] hydrogen.” Hydrogen in the environment, there is a [36:00] place where there is a lot of it, it's called the sun. [36:02] It's not very convenient to pick it up. The rest, it is everywhere in bound [36:05] form. In water, there is plenty of it. [36:07] You have a lot of it in life, etc. But everywhere, it is in bound form, so it [36:12] is not available as an energy source. The molecule is available, the energy [36:18] is not. You have to break the bonds, so for [36:20] example electrolyze water and for that you need more energy than the energy [36:24] you get from hydrogen combustion. So, hydrogen is not a primary energy [36:29] source. When you are told: “We could use the [36:31] fuel cell.” Well, it's an engine. The fuel cell is [36:34] not an energy source. So, what we have to compare to the [36:38] primary energies we use today is other primary energies, i.e. things that can [36:42] be found in the environment and that are usable as they are in the [36:46] environment. The rest is not accessible. [36:52] As energy quantifies transformation, you have no “green energy” (or, by [36:58] the way, no “pink energy” and no “black energy”). [37:03] In fact, choosing an energy means choosing a type of transformation and [37:07] choosing advantages and counterparts. Any energy is dirty if you bring it to [37:13] a sufficient level of use. Any one of them. [37:17] The day you cover the entire planet with photovoltaic panels, it stops [37:22] being clean. So, clean energy, in general, when you [37:25] look at the figures, you realize that it is an energy that is used in [37:29] sufficiently small quantities that its disadvantages are also small. [37:34] In general, this is a clean energy. As soon as energy begins to be used in [37:38] massive quantities, regardless of how it is extracted from the environment, [37:43] there are disadvantages. And choosing an energy means choosing [37:47] between the disadvantages you want and those you don't want. [37:51] That's the point. Something that is absolutely essential, [37:57] I will come back to it several times during this first module of the course, [38:01] is that energy (I am not talking about what makes it possible to extract it [38:05] from the environment) energy is free! So, you all heard, the wind is free, [38:11] the sun is free. So, there's no reason not to use it. [38:13] In fact, wind and sun are free, no one in this room has paid a penny for the [38:18] sun to exist, for the wind to exist. But no one in this room paid a penny [38:23] for oil to exist either! Oil is free of charge. [38:29] What needs to be paid is the willingness to share of the person who [38:33] is lucky enough to be sitting on it. That's what you pay for. [38:36] And what needs to be paid is the work of the few of you who will go to Total [38:41] (it's very bad, don't tell anyone!) to go make holes in the ground and bring [38:45] out the oil. That's what you pay for. [38:48] Oil is free of charge. It's free of charge. [38:55] So, when we pay for energy, all we pay is human labor and human rents to [39:05] access energy that is free. We only pay men and the money is used [39:12] to pay only men. You've never seen nature send an [39:17] invoice to anyone. So, we only pay men. [39:23] As energy is physics, and as what you pay for is not energy itself but [39:31] the work you have to dedicate to extract it from the environment, the price of an [39:37] energy does not depend on the abundance of energy (because you could say [39:40] “if the energy is very abundant, it is thus even more free [39:43] than the others”). In fact, that is not what matters. [39:45] If an energy is very abundant, it can still be very difficult to extract from [39:49] the environment. You know, there is an energy that is [39:51] totally superabundant in the universe, it's the 3 Kelvin degrees radiation in [39:55] the void. I can tell you that you will never do [39:57] anything with it, although there are absolutely considerable quantities. [40:01] So, the fact that there are absolutely considerable amounts of energy does not [40:05] tell us anything about how easy it is to extract it and use it for our [40:09] benefit. What will count for the cost of energy, [40:12] i.e. the ease with which it can be extracted and used for our benefit, is [40:17] the fact that the pre-existing energy source in the environment is already [40:23] very concentrated and with few barriers separating us from access to this [40:28] source. And so, the archetype of this thing is oil. [40:31] Oil is hyper-concentrated (less than nuclear energy, but nuclear energy is [40:35] more complicated to use). It's very concentrated and the barriers [40:39] that separate us from its access are not very hard to cross. [40:43] Historically, Mr. Drake went to Titus City to make three holes and the oil [40:48] spilled. It's not very complicated historically [40:51] to get oil out. The more energy is separated from us by [40:55] large barriers and the more diffuse it is, the more expensive it will be to [41:00] extract from the environment. It's just physics. [41:03] And then I'll show it to you with a quick comparison. [41:07] Let's imagine that I take the volume of air in this room, which is not very far [41:11] from representing a cube of 10 m on each side. [41:14] Let's imagine that I blow it at 80 km/h, which is either a good mistral [41:19] for the southerners, or 45 knots of wind for the sailors. [41:23] And I'm running this through a wind turbine. [41:25] If I put this wind through a wind turbine, it will put this wind mill in action and [41:30] provide me with electricity. This electricity is an energy, I can [41:34] count it. Well, the amount of electricity I [41:37] recover with a thousand cubic meters of air at 80 km/h that passes through the [41:42] wind turbine is the same as the amount of energy I recover by burning 3 ml of [41:47] oil, 3! Not 3 tons, not 3 liters, not 30 [41:52] liters: 3 milliliters, 3 mini-milliliters. [41:57] With regard to the amount of human work to invest, in your opinion, is it [42:02] easier to go and make a hole in the Saudi desert and bring out 3 ml of oil [42:07] or is it easier to build a wind turbine, wait for the wind to blow and [42:12] recover the electricity that comes out? Well, the answer is in the prices. [42:18] Since money only pays men. If you use a wind turbine, in Europe, [42:23] you will pay 6 to 8 cents for your kilowatt-hour of electricity (for the wind turbine part) [42:29] and at that price, there is class when there is wind. [42:33] When there is no wind, the video projector does not work. [42:36] Well then, I can yell a little loud, there's no microphone, it's okay. [42:40] I can do with my hands without a projector, but for all of you who have [42:43] come by subway, there is no subway either, it's a little more annoying. [42:46] There is also no party tonight if the wind is not blowing. [42:49] This is starting to get really, really annoying. [42:52] There's no alarm clock tomorrow morning if it runs on electricity. [42:55] The fridge: you can't cool the beers, well, it's a disaster. [42:59] So, if there is no wind, the system stops. [43:02] If you don't want the system to stop when there is no wind, you have to add [43:06] the cost of storage. And then, at that moment, you multiply [43:08] roughly by 3, sometimes by 6. So, the order of magnitude of the [43:12] kilowatt-hour stored with wind is a few tens of cents. [43:17] In contrast, the order of magnitude of the cost per kilowatt-hour already [43:20] stored (since when you take your oil out of the ground it is already a [43:23] stock), at that time, you can already use it [43:26] today, tomorrow, the day after tomorrow, next week, or at 3am, exactly [43:31] as you wish. Well, this kilowatt-hour of oil already [43:35] stored out of the Saudi desert is worth 0.3 cents. [43:39] So, between the cost of one kilowatt-hour extracted and stored from [43:43] the wind (diffuse source, the air is not dense: [43:46] 1.2 kg per cubic meter, it's really not dense) and the cost of a kilowatt-hour [43:51] coming out of a Saudi oil well [43:54] you have a factor of about a hundred [43:58] on the cost of making available a stored kilowatt-hour. [44:02] And again, there, the wind turbine, you made it with oil. [44:07] The system is not closed-looped. That is to say, to manufacture the wind [44:11] turbine, you have benefited from a very efficient industrial system that has [44:15] extracted the copper from the mine, extracted the bauxite from the mine, [44:19] extracted the iron ore from the mine, metallurgy upstream, assembled all this [44:23] stuff, transported, erected the concrete block, etc. [44:26] All this was done with fossil fuels. If you had to do all this with other [44:29] wind turbines, it is not completely certain that the price of the wind [44:33] turbine would always be 6 to 8 cents per kilowatt-hour. [44:35] We can take the bets. My bet is that it would be worth a [44:38] little more. So even if you do the wind turbine with [44:42] fossil fuels, you realize that you have a factor of a few tens to a hundred [44:47] between a kWh out of the wind and a kWh out of an easy oil well. [44:52] And that's irremediable because it's physics. [44:55] So that's why historically we haven't switched from fossil fuels to renewable [45:00] energy, but we have done the exact opposite. [45:04] Two centuries ago the navy was 100% renewable and moreover as the wind does [45:07] not always blow, it was necessary to take lemons on board to be sure that [45:11] sailors did not catch scurvy. And it came to us that, to bring you [45:14] the Zara t-shirt quickly (because the t-shirt is not made in France), it's [45:18] still much better to have a 100% fossil navy. [45:20] It's much more efficient. It goes a lot faster. [45:23] We had a 100% renewable transport system a few centuries ago and we [45:27] thought that, nevertheless, to supply the Ecole des Mines for lunch, it's not [45:31] terrific, it's much better to have 100% fossil transport, it works better. [45:35] We had a 100% renewable agriculture and we thought that, nevertheless, to have [45:40] a very productive agriculture and for farmers' children to go to school, it [45:44] is not terrific, it is much better to have a 100% fossil agriculture. [45:48] We had 100% renewable civil engineering -- that's how the Romans built the [45:52] Roman roads -- it wasn't very fast to build a million kilometers of roads in [45:56] France, it's still much faster to use We had a 100% renewable construction [46:01] industry. A century to build Notre-Dame. [46:03] So now it's going to go a little faster to rebuild the roof. [46:07] And probably a few centuries to build the pyramids: it wasn't very effective. [46:11] To build Tower D2 at La Défense, it's much better to use fossil fuels, it [46:15] goes much faster. We had a 100% renewable industry. [46:19] Again, it wasn't very effective making all the objects you have on you, at low [46:23] cost: it doesn't work well. It is still much better to have a 100% [46:27] fossil industry. We had 100% renewable dryers, that is [46:30] to say the sun, and it is still not very efficient: it is much better to [46:34] have dryers that run on gas, it goes faster. [46:36] So, it's been two centuries. Precisely because the physical [46:40] characteristics of fossil fuels are superior to the physical [46:44] characteristics of renewable energies, that Man, who is an accumulative animal, has [46:49] spent his time switching from renewable energies to fossil fuels, to be able to [46:54] accumulate faster. That's exactly why we went that way. [46:59] And so, when you see that, you tell yourself that to go the other way, like [47:03] that, simply because the political promise is that you will get there [47:07] without touching people's standard of living, just by seeing that, you tell [47:11] yourself: “Oh, yeah? Oh, yeah? [47:13] Are we totally sure? Do I sign with all my savings plus [47:18] those of my parents plus those of my grandparents, on the fact that it will work?” [47:23] Incidentally, when you have a doubt [47:25] about something, it's a very good question to ask yourself. [47:28] That is: “Would I agree to bet all of my parents' savings on what I am saying?” [47:34] There you go. [47:35] End of the parenthesis. If you have a very slight doubt that [47:37] the answer is not yes, it is because, in essence, you are not totally [47:41] convinced by the argument or by what one is telling you. [47:44] So, we know renewable energies very well. [47:47] This is the world from which humanity comes out. [47:50] So, I insist, I'm not saying we shouldn't go back. [47:52] I'm just preparing you for the conclusion that we're probably not [47:56] going to go back with constant consumption. [47:58] Certainly not. With 7 billion people on Earth... [48:05] So that's it, our converters of ancient times, they were completely immoral, [48:12] and not at all effective. However, it was completely renewable. [48:18] And we have now moved on to modern-day converters that are much more [48:23] efficient, no doubt about it. So, if I don't talk “energy” but talk [48:27] “power” now. Well, you see, a man at work whom I [48:31] told you earlier in a day's work, he can do between 0.05 and 0.5 kWh. [48:35] If you relate that to 5 hours of work (actually it's 10 but whatever), you [48:39] see that it means that his average power over that time is somewhere [48:42] between 10 and 100 W. Let's take a tractor. [48:46] An ordinary tractor today has a power of a few tens of kilowatts (kW). [48:54] A tractor has the same power, by the way, as a construction machine that [48:58] makes a hundred kilowatts. If, one day, you're a little curious, [49:01] the next time you pass by a construction site [49:03] on all construction machinery, you have a small plate that gives you the power [49:07] of the motor that is hidden somewhere under the pivoting part. [49:10] Anyway, it's not very complicated to locate [49:13] go check it out by curiosity, you will see the power of the device: [49:17] a few tens of kilowatts up to 100 kW for a large shovel. [49:20] If you substitute legs, a few hundred, if you substitute arms, a few thousand. [49:24] So, the two machines you have here are capable of replacing a few hundred [49:28] pairs of legs or a few dozen draught animals with the tractor. [49:31] And, for civil engineering or construction machinery, a few thousand [49:36] pairs of arms. It is thanks to this that we have been [49:39] able to increase a farmer's productivity by a few hundred: because [49:42] he did not grew hundreds of arms and hundreds of legs like in Shiva. [49:46] The farmer was simply given an exoskeleton. [49:50] And it is thanks to this that, today, we can build a house (that plus a whole [49:54] lot of other machines, cement factories, trucks, etc.) that we can [49:58] build a house today for the cost of a few years' salary: thing that was [50:02] totally unthinkable for an inhabitant of ancient times. [50:05] Until two or three centuries ago, it was just unthinkable that someone could [50:09] have their house built for a few years' salary: it didn't exist. [50:13] A truck pedals like a few thousand times the driver's legs. [50:20] A plane, thanks to the young and handsome pilot who is well paid, pedals [50:23] like a million times on the pilot's legs. [50:26] The “Aeroflot” one probably didn't pedal hard enough. [50:29] An industrial rolling mill hammers and crushes the steel like the whole of the [50:39] Île de France to whom I would have given a hammer. [50:41] So, you see. Just to replace the Fos-sur-Mer rolling [50:44] mill, if we didn't have any energy, you wouldn't be listening to this course [50:49] right now, you'd be hitting metal sheets with a hammer. [50:52] Just to replace the rolling mill in Fos-sur-Mer. [50:55] The whole of Île-de-France with a hammer, hammering all day long. [51:00] This is another agricultural auxiliary that has saved a few million pairs of arms: [51:07] it's called a steam cracker, and it's something that helps you prepare [51:14] organic chemistry. [51:19] At this point, we agree that energy [51:23] quantifies transformation. On the fact that, to use energy, you [51:27] actually need a converter. On the fact that most of the converters [51:31] we use today are no longer our own bodies but are machines. [51:35] And now I will quantify the number of machines and how they are broken down [51:42] by individual. So, I told you, historically, what we [51:45] were using was mainly renewable energy. So here you have a graph that starts in [51:49] 1860 and quantifies only one of the renewable energies that we have used [51:52] since ancient times -- because for wind and water, it is difficult to have [51:56] statistics in long series. I'm sure someone would be able to [51:58] reconstruct that, but I didn't find it. So now we're already going to start [52:00] with the wood. So, wood, a century and a half ago, was [52:05] used by humanity. Humanity uses it to feed stoves, to [52:09] heat itself, to feed forges. And, by the way, the beginning of [52:13] metallurgy has been a massive factor in deforestation or a very important [52:17] factor in deforestation in Europe. And to operate the first steam engines [52:22] that are about to emerge here and there. [52:25] At that time, an inhabitant of the world, an earthling, consumes an [52:30] average of 5000 kWh of wood per year. So, you see that, per person, since [52:35] that time, the amount of wood used has decreased. [52:39] Not in total, but per person it has decreased. [52:42] It is roughly the only energy that has followed this evolution. [52:47] After that, Men started using coal. So, some of the coal substituted [52:53] wood. For example, in Europe, we started [52:56] using coal. Before, we used charcoal and then we [52:59] started using so-called “bituminous coal” (both called “coal”) to run the forges. [53:04] And then to run the steam engines. And you see that the amount [53:09] of coal used per person in the world that was extremely low a century and a [53:14] half ago is now about 5000 kWh per person per year. [53:18] What you see on this graph as well is that the amount of coal used per person [53:22] in the world has never decreased since we started using coal. [53:25] So, never, at any time, has coal been an energy of the past for Men. [53:29] Never, at any time. And in fact, today, you unknowingly use [53:34] a lot of coal through everything that is imported from countries where it is [53:40] “made in coal”, starting with China. So as soon as you see something “made [53:47] in China”, it is “made in coal” and it feeds your consumption, indirectly [53:54] of course, of coal. Two-thirds of the coal used on Earth [53:58] today are actually used by an intermediate machine in the energy [54:02] system called the power plant. So, two thirds of the coal extracted on Earth [54:07] are used to power a power plant. In the rest, you have a roughly 10% [54:13] that feeds the metallurgy. So, they are coals very rich in carbon [54:18] that are called “coke coals” and otherwise, the rest is used to operate [54:24] heating networks, stoves, district heating and finally domestic heating, etc. [54:30] But two thirds of it are power plants. [54:32] You know that in France we have a great debate on our nuclear power plants. [54:36] Remember that, today, in the world, you have between 30 and 40 times, between [54:44] 30 and 40 times, the nuclear power installed in France in coal-fired power plants. [54:51] In France, we have 60 GW of nuclear power, [54:53] and about 2,000 GW of coal-fired power plants installed worldwide. [54:56] We will come back to this at the time of the climate course, but the Paris [55:00] agreement (rings a bell?) and more exactly the 2ºC objective [55:04] contained in the Paris agreement assumes, for example, that all these [55:08] coal-fired power plants have disappeared by the time you are my age. [55:15] All right? So, three meters separate us. [55:17] So, by the time you're my age, not that far away, I can assure you, all the [55:23] coal-fired power plants in the world must have disappeared... [55:28] We're not really there yet... Then, Men used oil. [55:33] So, what you see on this graph in an absolutely spectacular way, is that oil [55:37] has never replaced coal. Oil has not replaced coal. [55:41] You can see that the use of oil per person is added to the use of coal per [55:48] person. The reason is that oil is not used [55:51] for what coal is used for, not at all. Oil is the queen energy of mobility [55:56] because oil is the energy that has the best ratio of energy transported per [56:02] unit volume. All right? [56:04] In a liter, so a cubic decimeter, if you put something that you use for your [56:10] energy supply, there is nothing better than oil. [56:14] It's liquid at room temperature, so it's something that's extremely easy to [56:19] store and transport. And since it is the densest per unit [56:23] volume, well, in the modes of transport where you have to take your energy with [56:27] you (so you are sure to be able to go where you want) it is oil that has won [56:32] the battle of the modes of transport, hands down. [56:34] Today, 98% of everything that rolls, flies or sails uses oil. [56:39] While I remind you that, the first car in the world to have exceeded 100 km/h [56:44] was an electric car. I would also remind you that the [56:47] efficiency of the electric motor is four times higher, three to four times [56:50] higher than the efficiency of the oil engine. [56:52] So, it is not because the oil engine is intrinsically superior that it [56:56] supplanted the electric motor in the competition that took place a century [57:01] ago: it is because with electricity you have much more difficulty to take with [57:05] you the energy that allows you to be autonomous. [57:08] That's the reason. You also see here something that happened [57:14] before you were born. The sudden stop, and I really mean [57:19] sudden, of the amount of oil available per person on Earth. [57:23] This episode, it has a rather special name in the history of energy. [57:26] It's called “oil shocks”. I will come back to this at length. [57:30] The oil shocks, everyone kept in mind that it is a moment when the price [57:34] became very high, then it became very low again, and “next subject please, [57:38] let's forget it”. In fact, we don't forget at all. [57:41] This is the moment when the oil supply grew strongly and stopped growing [57:46] strongly; and when the oil supply per person grew strongly and, not only [57:51] stopped growing, but then began to decrease and stabilize. [57:56] So, oil shocks are not just a price episode. [58:00] In fact, it's the foam on the surface of the wave. [58:02] The major feature of the oil shock is that it is the end of a rapidly [58:07] expanding world. These are the oil shocks and we will [58:11] soon come to what they mean in economic terms. [58:15] The gas comes in. So, gas, bis repetita, has not replaced [58:19] oil. It came to be added on top of it. [58:22] Hydroelectricity comes along. Same thing, hydroelectricity was added [58:26] on top of that. Then comes the nuclear, which has been [58:29] added to it, and now arrive the new renewable energies (that you see there) [58:34] which is THE thing that everyone is talking about. [58:38] We talk about nothing but new renewable energies. [58:41] Here you have, brought down to the individual, what these new renewable [58:45] energies represent in the world. And, as I am, despite appearances, a [58:50] nice guy, I took the nicest possible conversion convention to account for them. [58:55] Because, as many of these energies are [58:57] purely electrical energies (solar and wind) you have two ways to account for them. [59:03] Concerning electrical energy, you have [59:05] two ways of counting it in the energy balances. [59:06] As historically most of the electricity has been produced by thermal modes [59:10] (these are Carnot machines -- power plants -- for the most part: you burn [59:14] coal, you burn gas, you burn oil, you fission uranium, etc.) it produces heat [59:18] and with this heat, you operate a turbine. [59:20] It's a Carnot machine. In a Carnot machine you have a maximum [59:25] efficiency (1-T2/T1) and often, electricity is counted in primary [59:30] equivalent i.e. we count the thermal energy that would have been necessary [59:36] to make the same amount of electricity for the modes that are purely electric, [59:41] hydropower in the lead, solar and wind. And that's the convention I used for [59:46] this graph. Nevertheless, you can see that today, [59:49] it is something that has much more space in the newspaper's pagination [59:53] than it does in the actual consumption of energy in the world; and you will [59:57] soon see that not only is it true in absolute terms, but unfortunately it is [60:02] also true in terms of dynamics. On the other hand, another thing that [60:06] is crucial when you see this graph, is that today, the amount of energy [60:12] mobilized per person per year (extracorporeal energy I should specify) [60:16] is about 20,000 kWh. So, on average, an earthling mobilizes [60:21] 20,000 kWh per year through the enormous exoskeleton of the machine park. [60:28] With the little equivalence I gave you earlier... [60:30] So that's primary energy, that's thermal energy. So, in mechanical energy [60:34] it would obviously be less, but in this case, you're going to replace [60:38] legs, but you're also going to replace arms, so I used a rough [60:42] one-for-one convention. So, I'm telling you: it's as if, basically, each [60:46] earthling had 200 people at his disposal: 200 slaves who would work for [60:50] him all the time. I will tell it differently: the [60:54] machinery we have built up and that works for us has the same mechanical [60:59] strength as if our muscle power were multiplied by 200. [61:03] So, you are, I am, we are, we have become Superman for real. [61:11] It's not a matter of the mind. Except that, contrary to Popeye [61:13] devouring boxes of spinach and becoming super-powerful, we devour barrels of [61:17] oil and become super-powerful. Well, not us, but our exoskeleton, i.e. [61:20] the machines. I'll tell it again in a different way. [61:23] The material production of humanity today at 7 billion people is equivalent [61:30] in volume, because of the machines, to what we would have if we had [61:36] 1400 billion people and no machines. Is that clear? [61:40] Obviously, we cannot afford to feed 1400 billion people on Earth. [61:45] So, in fact, thanks to energy and machines, we have been able to develop [61:50] a productive capacity that is beyond the muscular power of our body and we [61:56] spend our day using prostheses. The train that brings me here is a [62:01] prosthesis. It's an extension of my legs. [62:04] The car you may use, and the plane even more so, are prostheses. [62:08] They're extensions of our legs. Okay, we spend our time using [62:12] prostheses. Most of this energy is fossil fuel. [62:18] Then why “fossil”? Simply because they are remnants of [62:23] ancient life. A fossil is very simple once again. [62:27] It has a definition: it's a remnant of ancient life. [62:29] We will see it at the next class, coal is a remnant of plant life [62:34] (ferns that grew in the Carboniferous era) and oil and gas are remnants of [62:40] plankton and microalgae that lived anytime between a few million years ago [62:44] and a few hundred million years ago. So, it is fossil energy by far that [62:50] dominates the global supply today. And this energy, it has therefore made [62:57] it possible to set in motion a growing exoskeleton that has made each of you [63:05] Ironman for real. So, we all became Ironman for real. [63:09] We don't have the little light shining in the center and the things in front [63:12] of our eyes there, but that's exactly it. [63:14] So here are some little bits of your Ironman costume and mine: washing [63:18] machines, elevators, vacuum cleaners, tractors, Ariane rockets, satellites, [63:23] water purifiers, rolling mills, etc. All these are little bits of your [63:26] Ironman costume. And without this Ironman costume, you [63:30] would have the life that French farmers had a few centuries ago with 30 years [63:35] of life expectancy at birth, no increase in income between birth and death... [63:40] The idea that income increases with age [63:42] is something that is modern: it didn't exist in ancient times. [63:45] So, what has literally changed the lives of humanity is the energy and the [63:50] machinery that makes it possible to use it. [63:53] That's why the fact that it's only worth 3% of what we spend is an optical [63:59] illusion! It's at the center of 100% of what [64:02] happens to you. 100%! [64:03] In fact, with the little economic convention I showed you earlier, [64:09] the energy today and the machinery it operates is 200 times the muscle power [64:15] of Men. If the accounting were to be consistent [64:18] with this physical reality, in companies' accounts, energy would be [64:22] worth 200 times more than wages. That's what should happen. [64:26] So, your hiring salary should be roughly divided by a factor of 1000. [64:35] Roughly. That is about what we should do if we [64:39] were to have the same accounting balance on costs as we have the [64:44] physical balance on the contribution to the transformation of the world. [64:49] I'll tell it another way because I'll get to it in a little while: today, [64:53] people in production are only needed to operate machines. [64:56] For the rest, they are useless. So most of the jobs we do today in the [65:01] world, I cut off your 2 arms, your 2 legs, and I allow you to order a [65:04] computer with your brain, it still works. [65:07] It still works. So, this exoskeleton, with its own [65:13] energy, allows it to have the same productive capacity, so on average [65:18] worldwide it is 200 the factor, but on average in France it is rather 600. [65:23] So, the French Yellow Vest who doesn't realize it (and that's the unspeakable [65:28] political truth) still lives like a nabob. [65:31] He lives like a nabob. So, what pisses him off is that Bernard [65:35] Arnault lives even more like a nabob than he does (and he's probably right [65:39] to think so), but in the meantime, he himself already lives like a nabob. [65:44] Because of that. These modern-day slaves have another [65:48] absolutely considerable advantage over the renewable energies of ancient [65:52] times: it is that they free up the entire surface for us. [65:56] Because the energy slaves of ancient times, either renewable energies or [66:01] other living organisms that were needed, mobilized soil. [66:05] A draught animal mobilizes soil. Therefore, the soil that is necessary [66:09] to feed the draught animal is no longer available to feed Men or a transport [66:14] animal. At the time, therefore, there was a [66:18] particular need in agriculture to mobilize a large part of the land in [66:23] order to be able to cultivate the rest of the land for humans, with draught [66:28] animals. There, the slaves of modern times, they [66:31] eat from the underground. So, they leave all the available space [66:35] to us. And that is one of the reasons why, [66:38] when we talk about returning to renewable energies, you see land use [66:42] conflicts appear. For example, to grow crops for energy [66:46] purposes, it directly conflicts with food crops. [66:50] So, in fact, it means that we are obliged, for part of the energy we use, [66:54] to return to the ground compared to the advantage we had of just hitting the [66:59] underground. So, we are returning to a [67:00] two-dimensional system, whereas we had succeeded in moving to a [67:03] three-dimensional system. In a way. [67:09] Some orders of magnitude of common energy usages. [67:11] This thing is very old but the order of magnitude is still valid. [67:15] There's probably a dividing factor of 2 that's been running around for some of [67:18] them, but that's okay, it's just for fixing your ideas. [67:21] What you see then, all that I can translate into “slave-days”, which I [67:26] did. Above all, remember from this graph [67:29] that most of the energy consumption of a Westerner, and therefore the machines [67:34] he uses for his benefit, is not light and is not recyclable coffee cups. [67:40] So, since I am going to talk to engineers who are supposed to [67:43] manipulate orders of magnitude: it is not with small gestures that we avoid [67:47] big problems. We can have small actions to start tackling the [67:50] big problems, but that doesn't replace tackling the big problem. [67:55] So, I say this because in the world in which I live, which is the business [68:00] world, it is still very, very often that we confuse orders of [68:04] magnitude, deliberately! You hide behind your little finger and [68:07] say “Look! It's fabulous, I put a hive on the roof, I put recyclable cups in [68:12] the canteen, and then one day per year people will come by bike and...” [68:16] No, it doesn't work that way. Obviously. So here you have some orders [68:21] of magnitude of energy consumptions. You see that something that will weigh [68:27] very, very heavy, is what you buy and how you move around. [68:33] When we talk about climate change, we will also see that the way we eat is [68:37] something significant, and the way we lodge. [68:40] So, basically, the size of the accommodation you occupy, the energy [68:44] you use to occupy it, the amount of stuff you buy in the year and the way [68:48] you travel and the number of kilometers you drive in the year, is much more [68:53] impacting than turning off the light or not when you leave a room. [68:57] It is not at all the same order of magnitude. [69:01] So, at the same time as, per person (because until now I talked in “per [69:04] person”) the orders of magnitude have fundamentally changed. [69:08] The size of the population has also fundamentally changed. [69:11] You have here a reconstruction (approximative obviously because ten [69:14] thousand years ago INSEE was a little less efficient than today) [69:16] you have an approximate reconstruction of the human population. [69:20] Then why ten thousand years ago? Why does this graph start ten thousand [69:27] years ago? [69:36] It is the sedentarization of Men. [69:38] That is, ten thousand years ago (and we'll see about that in the climate [69:42] change course) we get out of the last ice age, [69:46] we are at the beginning of the warm interglacial era, which is the one we [69:49] knew until we started to initiate human-induced climate change. [69:53] This means a period of very strong climate stability that allows people to [70:01] settle down. That is to say, in a stable climate, [70:04] the resource that allows you to feed yourself does not move around because [70:07] it moves with the changing climate. It always stays in the same place so [70:11] you can start settling down. At that time, there are a few million [70:15] humans on Earth. Again, INSEE was not very successful at [70:20] that time. At the beginning of the industrial [70:23] revolution – I recall the life expectancy at birth of the inhabitants [70:28] of Earth in 1800: it is a little less than 30 years. By the way, it was less in the [70:33] city than in the countryside because at the time, cities were a place where [70:38] miasmas of all kinds were concentrated and therefore as soon as there was a [70:41] disease, it was much easier to catch it and die from it than when you were in [70:44] the countryside. You also had the same thing for infant [70:47] mortality... And there are 1 billion of us. [70:50] And, what you see is that in the time frame of two centuries, we have [70:53] experienced an evolution that is closer to hyperbolic than exponential, at the [70:58] same time as the quantity of resources of all kinds consumed per individual [71:02] has also increased. So, in fact, some of the people I know, [71:06] including myself, are wondering whether this demographic change would have [71:11] taken place if we had not had abundant energy. [71:14] Because if we had not had abundant energy, it is not completely certain [71:17] that cereal yields would have increased from 10 to 80 quintals/hectare in [71:20] Ile-de-France. It is not entirely certain that food [71:23] could have been transported wherever it is needed from where it grows. [71:28] It is not completely certain that we would have been able to protect it from [71:31] the hot, cold and all the little animals that want to eat it in our [71:34] place. It is not completely certain that we [71:36] could have brought drinking water and evacuated the miasmas from cities, etc. [71:39] And so, there are a lot of things that are not completely certain in a world [71:42] where we would not have had fossil energy, and so it is not completely [71:44] certain that we would have grown to 7 or 8 billion people. [71:47] And if the question arises as to whether 7 or 8 billion people is not a [71:51] consequence of abundant energy, then obviously, at that moment, the [71:55] corollary question arises: from the moment we enter a strong energy [71:59] decline, do we stay at 8 billion people? [72:01] It's not completely certain either. If I make “population times individual [72:08] use” this is what I obtain regarding the total amount of energy [72:14] used by Men. That is, basically, the evolution of [72:17] the machinery park, knowing that between here and there it takes much [72:22] less energy to run a machine, because your predecessors and mine were astute [72:27] on how to run the machines, and therefore gained in efficiency. [72:31] So, what you are seeing here is a lower bound of the number of machines in [72:38] operation around the world. So, in my opinion, here we are close to [72:42] the machinery park, and this is more like one-tenth of the machinery park in [72:46] operation in the world. What you see is that, between my [72:49] parents' generation and my children's generation, the amount of energy used [72:54] by Men has increased by a small factor of 10 and, in my opinion, with the [72:59] energy efficiency gain that there has been in the same period of time, the [73:05] number of machines in operation in the world has increased by a factor of a [73:10] few tens. It is not completely certain that the [73:13] same thing will happen between you and your grandchildren's generation. [73:17] It's even pretty certain that it's not going to happen. [73:21] So, it is quite certain that the world you and I will know for the few decades [73:26] that I still have to live (if all goes well) will not be a world of [73:30] prolongation of the trend we have had in the past. [73:34] I remind you that physical systems are exceptionally linear systems. [73:38] In general, they are non-linear systems. [73:41] And that, in non-linear systems, you cannot reason by induction. [73:45] It is better to avoid it. If I look at the mark of Man on his [73:51] environment. I can approximate it by the amount of [73:55] energy he uses since, I repeat, the amount of energy we use is the flow of [74:00] transformation that we operate (by the very definition of what energy is). [74:04] So, for that, I take the energy per person times the population and it [74:09] gives me something that looks like the evolution of the human print on its [74:13] environment. Well, here is the population. [74:17] I do “times energy used per person” and this is in first approximation how [74:22] Man's print on his environment evolved on a planet that was 13,000 kilometers [74:27] in diameter at that time, and still is 13,000 kilometers in diameter at that [74:33] time. And so, you understand that the [74:35] environmental problems we have today are not necessarily problems that are [74:40] qualitatively different from what we had in the past. [74:43] However, they are quantitatively different from what we had in the past. [74:47] Today we have a tiny little problem of order of magnitude. [74:50] And when you see that, you also understand that we have put the system [74:54] out of balance (a tiny little bit) and that it is not completely certain that it will [74:59] remain in that state for extremely long. [75:01] So here I am preparing you for something that I will detail in other [75:08] courses, which is: things will happen anyway in the future, and anyway, in [75:15] the future, the world will not remain stable. [75:20] Anyway. And, therefore, we have, you have, I [75:24] essentially have a choice between: I wait for the instability to happen as [75:28] it wants to happen and I suffer it; or I trigger the instability within the [75:33] limits of what I can still more or less control. [75:36] But it will be one or the other. Two small additions on the evolution of [75:42] the amount of energy used in the world. Here you have the variation in the [75:48] amount of energy used by Men between 2000 and 2017. [75:54] And, what you see is that -- notwithstanding the media discourse on [75:57] the fact that it's really good because we have more and more wind and solar [76:00] production -- what you see here is that the 3 [76:03] energies that have increased the most over the period (and by far) are the [76:08] three fossil fuels, and in particular coal. [76:12] So, the fossil energy that has increased the most since we started [76:17] having major debates on climate change, is coal. [76:21] Coal, over this period, increased more than ten times more than solar energy [76:26] (in primary equivalent) and more than five times more than wind energy. [76:31] So, if the newspaper had a pagination reflecting the facts, for an article [76:36] about solar energy, there should be 15 about coal. [76:38] All right? That's what should happen. [76:42] And if you look today at what you have in terms of supply, so I'm pie charting [76:46] the historical evolution I showed you just before, you see that it is fossil [76:51] fuels that dominate the global supply with head and shoulders. [76:55] First, oil, then coal and gas. If I just look at renewable energies, [77:02] you see that what comes first is wood, followed by hydroelectricity. [77:06] I would like to point out that the first two terms of France's renewable [77:09] supply are the same two: wood and hydroelectricity. [77:12] Just because the newspaper talks about wind and solar power, again, doesn't [77:15] mean that it's what counts the most in French renewable energy supply: it is [77:19] wood and hydropower by far, the other terms afterwards being much, much [77:23] weaker. And so, here is the French renewable [77:26] supply. A little graph I made just yesterday [77:28] with statistics that were published no later than two weeks ago. [77:32] What you see is that the first two terms (by far) in the French renewable [77:36] supply are wood (which is mainly used for heating) and hydroelectricity [77:40] (which is used to make electricity). Here you have wind and solar power. [77:44] You can see that solar energy is in fact one of the weakest terms in the [77:51] French renewable energy supply behind many other things, heat pumps, waste, [77:57] etc. Here are all these renewable energies [77:59] (so these are millions of tons of oil equivalent, I told you that I would use [78:04] tons of oil equivalent) in a French consumption that is about 250 with this [78:08] same unit. So, you see what renewable energies [78:12] represent in this whole. Now I'll let you go for five minutes. [78:17] Take the opportunity to chat a lot at that time: but five minutes, not a [78:21] quarter of an hour. Thank you. [78:23] I'm going to go back to prices a little bit now. [78:28] You have probably (for some of you) heard (I will come back to this in the [78:34] next course but I will already give a little overview today) that the price [78:41] of energy (which can't be discussed in the last [78:45] row of this amphitheatre) must increase sharply if energy becomes [78:51] scarcer, which means that more abundant energy should see its price fall [78:57] sharply. The price of all energies is in fact [79:00] more or less subject to the price of oil. [79:04] So here you have the oil price expressed in constant currency, i.e. in [79:09] a currency adjusted for inflation over the past century and a half. [79:14] So, you see something quite interesting: it is that this oil price, [79:18] in fact, on a long trend, there is a century during which it was rigorously [79:22] stable (expressed in constant currency) regardless of the quantity produced. [79:27] You see that at the moment of the oil shock (characterized by a strong [79:30] variation of the derivative, i.e. production rises rapidly and stops [79:33] rising rapidly) the price rises sharply then returns more or less to [79:37] its previous level, then again you have a shock where the price rises sharply [79:40] and returns to something that is not very far from its previous level. [79:44] So the idea that the price of oil is something that follows the abundance of [79:49] supply is not confirmed by this graph that you see here. [79:53] On the other hand, the real price of things -- in fact it is not the price [79:56] expressed in currency, it is the price relative to the only magnitude that [80:00] remains incompressible over time, which is the 24 hours of a day. [80:04] In other words, the real price of anything is not the price expressed in [80:08] money, it is the price expressed in minutes of working time. [80:11] If you want to express a price in minutes of working time, it means that [80:15] you have to relate a price to what people earn, and therefore in this case [80:19] you have to relate the price of oil to what people earn, which is what you [80:24] see here, that is, the GDP per person. And then, at that moment, we fall back [80:27] on our feet. You see that over the past century and [80:30] a half, or over the past century, the price of a barrel of oil has been [80:35] divided by 15 to 20, which means that with the efficiency of machines, which [80:40] has increased at the same time, the price of a kilowatt-hour of mechanical [80:45] energy has been divided by 50 to 100. We find the same dividing factor as the [80:49] one you have when we compare the price of an old renewable energy with the [80:54] price of a modern fossil energy. We will always fall back on this [80:58] dividing factor or multiplier factor of a few tens to a hundred, which also [81:03] represents the passage of a human being producing with his arms and legs at 200 [81:08] slave-equivalents per person. So, basically, no matter how you look [81:12] at the problem, the transition from renewable civilization to fossil [81:17] civilization has been the appearance of Superman or Ironman for each of us, [81:22] with a multiplication by an order of magnitude of a hundred or several [81:26] hundreds of our capacity for action on the environment. [81:30] And of course, as a result, all the undesirable by-products of this ability [81:34] to act have also been multiplied by several hundreds. [81:36] So, we have removed a lot of surface area for other living things, which is [81:40] why there is a loss of biodiversity. We have induced a lot of pollutions of [81:44] all kinds in the environment. So, there are a whole bunch of [81:46] undesirable substances that have been released in the environment as the [81:49] transformation flows have increased. This is a perfectly logical [81:52] consequence. If we look at a more recent period, [81:56] however, here you have the price of energy in relation to what the French [82:01] earn. Well, you see that the Yellow Vests may [82:04] be right for their particular case. They are wrong for the population as a [82:09] whole because the price of energy in relation to what people earn, as a [82:13] first approximation, has almost never been as low as it is today. [82:16] So, when one says: “Aaaah! the liter of gasoline at 1.50 €!” [82:20] OK. Except that we forget that people's pay [82:24] slips have increased proportionally and even a little faster. [82:28] So, I've already said it implicitly. I will say it again more explicitly. [82:33] This abundant energy allows you to sit in this amphitheatre today, and in [82:38] general, has radically changed the world around us in terms of work and [82:44] professions. Almost all the people you know today [82:47] work in services, work in the city and work in the service sector. [82:51] I mean almost everyone you know. This is a very recent situation that is [82:57] the consequence of the increase in energy supply. [83:00] Here you have the evolution of the number of employees in France, broken [83:06] down into: farmers in green, workers in black, and service employees in blue. [83:13] These three curves cover two centuries. So, I'll just digress for a moment. [83:19] When you are interested in a process, the longer the series you have, the [83:23] better. The best way to misinterpret a process [83:27] is to have a series that is too short compared to the characteristic time [83:32] scales of variation of what you are looking at. [83:36] So, you have to have sufficiently long series if you want to understand [83:39] something. What you see is that two centuries ago, [83:42] two-thirds of the working population worked in agriculture. [83:46] So, they are farmers. You also deduce one thing from that [83:49] case: if two-thirds of the working population are in the fields, it is [83:53] because a farmer's productivity at that time is enough to feed himself plus [83:58] half a person who does something else. That's what it means. [84:03] So, a farmer is feeding 1.5 people. And then you see that the number of [84:11] people in agriculture is increasing slowly, slowly as well as the volume [84:18] until 1850. So, what's going on at the time? [84:21] At that time, you did not have a significant increase in agricultural [84:25] productivity. Basically, an 1850 farmer is about as [84:28] productive as an 1800 farmer, a little more but not much more. [84:31] On the other hand, what is happening is that the population is increasing and [84:35] therefore, forests are being cut down to increase the cultivated areas. [84:40] We are deforesting in Europe, just as we are deforesting now in Latin America [84:45] or Southeast Asia. Just as we have done in the United [84:48] States and Russia. At all times, population growth has [84:52] meant that sedentary populations have had to cut down forests to set up [84:57] cultivated areas instead. That is what the Europeans do, and [85:01] therefore the French, and so we cut down forests until there is not much [85:05] left to cut down. That is to say, in 1850, we go through [85:07] the minimum forest level. 15% of France is covered with forests, [85:11] no more. Today it's 25%. [85:12] And the 15% covered with forests are essentially complicated areas to [85:17] cultivate, especially mountains. And then, the industry begins to [85:22] develop agricultural auxiliaries that make the farmer more productive. [85:27] We start to develop trait collars, we start to develop ploughs, etc. [85:31] It was the beginning of the forges and industry that made it possible to [85:34] multiply the number of auxiliaries for the farmer. [85:37] The first combine harvester in memory was at the end of the 19th [85:39] century-beginning of the 20th century. It was pulled by horses at the time, of [85:43] course. And so, auxiliaries are brought to [85:46] farmers to reduce the number of farmers and replace them with machines or [85:51] draught animals in the fields. At that moment, of course, it frees up [85:57] some people to do something else and it feeds, but not only, the growth of the [86:02] workforce in other sectors. And then, after the war, this time [86:07] Ironman will arrive for real. You know that Ironman is an American [86:10] creation. It's Marvel's Comics. [86:12] Well, it's really the Americans. In this case, the Americans are [86:14] bringing the tractors and fertilizers they had started to develop back home. [86:17] And we will replace human and animal workforces with much more efficient [86:24] ones. That is, tractors and fertilizers. [86:28] Thanks to what, as I said earlier but I will repeat it again: the cereal yield in Beauce, for [86:33] example, increased by a factor of 6 and 8 between 1945 and 1975. [86:37] 6 to 8! I don't know if you realize that. [86:40] And at that moment, we can free up a lot of pairs of arms and legs that are [86:45] in agriculture to send them elsewhere. So where do we send them somewhere [86:49] else? Well, we send them into the industry. [86:50] So, industry or craft is the same thing. [86:54] So, in industry and crafts, we will be able, thanks to the increasing energy [86:57] supply, to start up an increasing quantity of machines and each time I [87:01] have a machine that starts up, I need someone to drive it. [87:04] I have a car production line, I have workers working on the line. [87:09] I have a jackhammer, I need a worker to operate the jackhammer. [87:13] I have a crane, I need someone to operate the crane. [87:15] So, more and more machines will be built and it turns out that the energy [87:18] supply at that time -- we are at the glorious thirty – you have seen the [87:22] speed at which oil per person is increasing. [87:24] The energy supply at that time increases faster per person than the [87:28] unit size of the machine. It's a horse race. [87:33] And so, despite the fact that I have bigger and bigger machines, I can [87:39] create more and more jobs because the flow, the machinery, basically, is [87:44] increasing. The machine fleet is increasing because [87:48] the unit size of the machine is increasing at a slower rate than the [87:53] energy supply per person. So, I can increase the number of [87:56] machines and therefore increase the number of jobs in the industry. [88:00] After the oil shocks, the opposite is true. [88:03] The unit size of the machine continues to increase while the energy supply per [88:08] person stops increasing. At that moment, I need fewer and fewer [88:11] people to drive machines that are also getting bigger and bigger and will [88:14] continue to increase industrial production. [88:17] Industrial production in France doubled between 1974 and 2007. [88:20] So, after the oil shocks, we did not de-industrialize ourselves, we made [88:25] another industry (fewer socks and more planes), but what happened was that the [88:30] unit size of the machine continued to increase even though the energy supply [88:36] per person stopped increasing. So, we reduced the number of employees [88:40] in the industry to operate machines that were unitary larger and that [88:44] together produced more. But now, what I'm looking at is the [88:47] number of people, not the productive power. [88:49] So, the number of people is decreasing and we also have a second category of [88:54] jobs that is increasing, which are jobs that are subjected to the industry. [88:59] So here too, something that is very important to keep in mind is that [89:04] service jobs do not exist without physical flows. [89:07] A service job as a teacher, for example. [89:11] If you do not have physical flows to make a teaching building, if you do not [89:16] have physical flows to bring students and the teacher to the site, so means [89:21] of transport, if you do not have physical flows to make teaching [89:25] materials, books in ancient times, computers today, you do not have a [89:29] teaching system. Take a doctor. [89:32] A doctor, if you don't have enough money to make drugs, medical equipment, [89:37] imaging equipment at the hospital, the hospital itself and the transportation [89:43] to run all this, you don't have doctors. [89:46] If you don't have a manufactured car, you don't have a banker to do car [89:50] credit, you don't have an insurer to insure cars, you don't have a driving [89:55] school instructor to learn to drive and you don't have police officers to check [90:00] that people are driving well. All these jobs become useless in a [90:04] world in which you do not have the underlying physical flow of [90:08] manufacturing cars. So, something you have to get out of [90:11] your head (and besides, I'm going to show you the correlations showing that [90:15] you really have to get it out of your head in a little while), is the idea [90:19] that a world rich in service jobs is a dematerialized world. [90:22] It's the exact opposite. A world rich in service jobs is a world [90:26] in which there are a lot of flows to manage and that's why you need a lot of [90:31] people to take care of it. So, service jobs increase as industrial [90:35] production increases because you have to keep going, you have to manage, you [90:39] have to sell, you have to provide, you have to teach, etc. [90:43] And you see that there is a period where service jobs continue to increase [90:46] because industrial production continues to increase while industrial jobs begin [90:51] to decline. On the other hand, from 2007, when [90:53] industrial production stops increasing in Europe, we are also starting to have [90:58] a topic on service jobs. And you also see a new category emerge [91:02] that did not exist before the oil shocks, namely the unemployed. [91:06] That is to say, the energy supply per person overall no longer increasing, [91:11] the labour productivity does not increase much since labour productivity [91:16] is the addition of machines. Labour productivity is increasing [91:20] little and existing jobs are too productive for you to give everyone a [91:25] job in an economy that has stopped growing rapidly. [91:29] In other words, from the oil shocks, we are entering a time when the only way [91:35] to give everyone a job is to reduce people's productivity at work. [91:41] And there, the equation is different according to the different countries. [91:43] Some do not accept, and at that moment, they create unemployed people: France. [91:47] Others accept, and at that moment, they start creating poorly paid, poorly [91:52] qualified, odd jobs, part-time jobs, it is the more liberal systems: [91:57] England, Germany, America, etc. But, it is one of the two possibilities [92:01] that is being set up. So that's the dynamic evolution in [92:06] France. Now I will show you some static or [92:08] dynamic developments that corroborate what I just said. [92:10] Here you have a graph in which, with the World Bank data, each point [92:13] represents a country. On the x-axis, I have the amount of [92:16] energy used per person, that is, the average number of machines per person [92:20] in the country; and on the y-axis, I have the fraction of the active [92:23] population working in agriculture. Well, you see, it's very simple. [92:26] It's: “Tell me how much energy there is per person in the country and I'll [92:29] tell you what fraction of the working population works in agriculture.” [92:32] All right? It's very simple. [92:35] Then, here is another graph that will tell you the same thing. [92:39] Here, it is the evolution from 1991 to 2014 of two data in the world (so this [92:44] is the world average) it's the CO2 emissions per person (here) [92:48] and the fraction of the working population in agriculture. [92:51] Well, you see that, the more CO2 emissions increase (which is the case [92:54] when you follow the chronological order) and the more fossil energy you [92:58] have per person, the fewer farmers you have in the active population. [93:01] So, it's true for the world but it's true for India for example. But it's [93:05] true for China. And it's true for Brazil. I have 250 countries in the [93:09] database, I'm not giving them all. [93:11] But it's something you see almost everywhere. [93:14] So, you put energy into a country, which means that you put machines in [93:17] the country, and you take farmers out of agriculture. [93:19] And so you create a rural exodus. Everywhere the same. [93:28] Furthermore, the increase in agricultural productivity has allowed us to increase [93:32] the quantity of animals we eat, since we need more -- or more productive -- [93:37] surfaces to eat animals that will themselves need to eat what grows. [93:41] 80% of what grows in France is used to feed animals. [93:45] This is true for meadows, it is true for all the corn except for the few [93:49] corns of the brands I will not name. And that's true for half of the wheat. [93:53] This is true for almost all of the soybeans grown in the world, which is [93:57] one of the four major grains grown. So, roughly 80% of the cultivated land [94:01] in Western countries is used to feed animals that you will eat afterwards. [94:06] And, what you see here -- so there I didn't put the energy, I put the [94:09] greenhouse gases, it doesn't matter. What you see is that in food-related [94:15] greenhouse gas emissions, where there is meat or fish, you have a higher [94:21] hydrocarbon-related portion. And what you see is that the way of [94:26] History, because of the increasing energy supply, is to go from left to [94:30] right. Historically, we ate cereals and [94:32] onions, that's why the farmers before had stinky breaths. [94:36] Cereals and onions, and then we started eating small animals. [94:40] First the product of the small animals: the eggs; then the small animal itself [94:43] – remember Henry IV. People need to be able to eat small [94:45] animals: chicken in a pot for example. But chicken in the pot was already [94:49] garbage, because it has laid eggs all its life. [94:51] It's an end-of-life waste, chicken. You eat the chicken. [94:54] Then we started eating broilers, then we started eating pigs, then we started [94:57] eating cows. Being able to raise cows just to eat [95:01] them is something that is the hallmark of a country under energy infusion. [95:09] It doesn't work… And the archetype is the United States. [95:11] It doesn't work in a country with a low energy supply. [95:15] And, because of the productivity brought by the machines, this [95:20] increasingly meaty food costs us less and less. [95:24] Here you have the share of food in the household budget in the United States. [95:29] So it's a long series. I took [95:31] United States because it is easy to find long series on American sites. [95:34] Despite the genius of French engineers, finding long series of this nature in [95:37] three mouse clicks on a French site is something very difficult. [95:40] I don't know why. But then, in any case, it works very [95:43] well in the United States. So in the United States, what you see [95:46] is that a small century ago, the household food budget is a quarter of [95:51] what they earn and at the time it's essentially home catering. [95:55] So, Mrs. Michu (sorry for this sexist comment, but that's reality) buys raw [96:02] products from the local farmer or from the local market and makes delicacies [96:09] for herself and Mr. Michu from leeks, potatoes, eggs and chickens. [96:15] Today, when you go to buy food -- in fact, most of what you buy (80% of the [96:22] French purchase food through supermarkets), [96:26] most of what you buy is not food. The receipt at the exit of a [96:31] supermarket store is the salary of a cashier, or the salary of engineers [96:37] from the company that made the automatic payment terminals (it doesn't [96:43] matter), it's space rental, it's warehouse salary, it's carrier salary, [96:49] it's Volvo Trucks' revenues, it's Publicis' revenues, etc. [96:53] I mean, it's anything but food. When you look at the raw product in [96:58] what you buy, in the good cases, it is one third of [97:01] the invoice. In the bad ones it's 3%. [97:04] Let's take the example of an egg box. How much does it cost to buy an egg box [97:07] in supermarkets? The bad ones, the non-organic ones. [97:11] No, these are the organic eggs that cost 3 euros. [97:15] Yes, 1.5 euros, basically. [97:16] So, 1.5 euros for 6 eggs. So, since you're stronger than me at [97:22] mental arithmetic, it puts the egg at? It's hard: 15 divided by 6. [97:29] How many is that? That puts the egg at 25 cents. [97:34] We agree with that. Do you know how much the same egg is [97:40] bought off the farm? 6-7 cents. [97:45] You can see that, just on an egg box -- zero processing, zero processing -- you have a factor of [97:51] 4 between leaving the farm and what you pay at the cash register. [97:56] So, I insist, the receipt today is anything but food. [97:59] This means that when you do a series over a long period of time, you [98:02] actually have a massive inhomogeneity between what you watch at the beginning [98:06] of the series and what you watch at the end of the series. [98:08] Because at the beginning of the series, it is really the egg as it comes out of [98:12] the farmer's house bought at the market by Mrs Michu. [98:15] Today it's not that at all. And outside the home it's even worse. [98:21] The omelette at the local café, that's not a 1.5 euros you're going to pay for it. [98:24] You're going to pay it 5 or 6 euros for [98:28] 3 eggs, for 75 cents of egg. So you add a factor of 10. [98:32] So, in fact, the real price of food today, it basically was divided by a [98:39] factor of 20 on this time scale, the rest is service. [98:43] We encounter again the dividing factor of a few tens. [98:50] So it varies according to the products, thanks to the energy abundance. [98:54] This abundance of energy has also brought us the means of transport. [98:57] Remember (without going into detail) that the more modern a means of [99:01] transport is, the higher its consumption per kilometer. [99:05] So we had bicycles, we had walking, we had buses, we had trains, etc. [99:11] And then, today, we have the airplane, the most energy-intensive mode of [99:15] transportation per person of all those imaginable. [99:18] Once we had these extremely efficient means of transportation, we also took [99:26] the opportunity to do something else with them. [99:30] So, just a little parenthesis. In inhomogeneities, in long series, you [99:35] have another thing to see: it is that over time some objects may no longer be [99:40] assigned only to their original function. [99:44] Because a car today is not just a means of transport. [99:48] It's also a living room on wheels. So it's your own space that you carry [99:51] to the office door. And that is also something that has [99:55] value and it is also an object of status. [99:57] So I will also make a small aside on the inhomogeneity of the series. [100:02] A car, when you compare it to something else, sometimes it's hard to know what [100:06] it is compared with, and that's the last avatar of the car. [100:09] This is the autonomous car “by IKEA”. Is that a car? [100:14] Is this a living room on wheels? Is it a computer on wheels that [100:18] transports you incidentally? What the hell is that thing? [100:21] The connected autonomous car. So from time to time, you also have [100:27] inhomogeneities that you have to be careful about. [100:32] But to return to the primary purpose of moving: [100:36] the more modern are the means, the more they consume per kilometer. [100:47] What I am saying is that the car consumes less fuel than the plane, [100:51] which is a more modern way. And, the car consumes more than the [100:55] train which is an older thing. And more than the bus which is also [101:00] older, the bus itself more than the bicycle which is older, etc. [101:04] So, basically, the more modern a vehicle is, the higher its consumption [101:09] per kilometer is, and in fact that's what I represent here. [101:12] What you have here is a graph that gives you the amount of energy used in [101:19] grams of oil equivalent. So, this, this or this is really oil per [101:25] passenger-kilometer. That's what you have here. [101:29] And you can see that, with time, it rises. [101:32] That is to say, it is lower for the train than for the bus, lower for the [101:36] bus than for the car, lower for the car than for the plane. [101:39] And there you have the number of traveler-kilometers traveled in the [101:42] year. So the surface gives you the amount of [101:43] energy that is allocated to each mode of transport. [101:45] And so here you understand that it is the road that today dominates the [101:50] transport that is carried out. And I repeat, therefore, the way of [101:54] History is to move from economical to less economical means, because there [101:59] was more and more energy available per person. [102:03] Who in this room has never flown before? [102:06] Two, did I count it right or not? I would have asked the same question in [102:15] 1950, I would have had to ask it the other way around, [102:18] that is: “Who in this room has ever flown?” And I probably would have had [102:24] two hands up. The plane is something that, today, in [102:28] your socio-professional category and in your country, it is something that you [102:33] use as you breathe. It's extremely recent and, by the way, [102:37] when you will be about my age, it's not entirely certain that it will always be [102:41] the case. It's extremely recent because it's [102:43] something that requires very, very large amounts of energy. [102:46] Remember that a round trip from Paris to New York is a very, very large oil [102:49] bathtub. It is 400 to 500 liters of oil per [102:53] person for one trip, which is about the same as the annual consumption of [102:59] someone using their car. For one trip. [103:04] That's a lot. So, the opening of MinesParisTech [103:08] school to foreign countries (excuse me, I have to live with my time) in 2060... [103:15] It is not completely out of the question that it looks more like night [103:19] trains to go to Sweden than to fly to Kuala Lumpur or China. [103:23] Or you will come back to the semi-sailing boat to go to China, it [103:28] will take you a month, it will give you memories. [103:31] And you see here the way people move, over two centuries. [103:37] And you have in logarithmic scale here the number of kilometers driven per [103:43] person per day and there you have the different means of transport. [103:49] So, you see, the horse was the one that gave the most traveler- [103:55] kilometers per day (after the walk, that is there in white) two centuries [104:01] ago. So, roughly two centuries ago, the [104:04] daily journey of a human being was 3 km on foot. [104:08] (It wears out, it wears out...) Because two centuries ago, as you saw [104:11] earlier, the ordinary human being was a peasant and therefore he went back and [104:15] forth between the farm and the various places where he needed to walk to do [104:20] his job. So its fields, orchards, meadows, etc. [104:23] That's what he was doing during the day: 3 km. [104:26] And then, moreover, he lived all his life without going a few hundred [104:30] kilometers away. Then you see: the horse. [104:36] Here you see the rise of the train and then you see above all the rise of the [104:42] car, which has become the dominant mode of transport today. [104:48] But the year when cars replaced walking as the dominant mode of transport in [104:53] terms of passenger-kilometers per day was the 1950s. [104:57] I was about to be born. My parents were born and well born. [105:02] So my parents, who were already born at that time, were born in a world in [105:07] which the dominant mode of transportation for the population as a [105:11] whole was walking. Also be aware of what this means in [105:15] relation to the world in which you live. [105:19] We have reduced the number of farmers and, as I said earlier, we have put [105:26] these farmers somewhere. So where do we conveniently make [105:31] industry and then tertiary jobs? In the cities. [105:34] Historically, what is a city? It is a place of exchange. [105:36] When you look at the cities that were built a long time ago, they are all [105:41] organized around places of exchange that are: the market place (I exchange [105:45] goods), the place of worship (I exchange beliefs and moral rules) – so [105:50] the Church (to speak of France) is always at the center -- [105:54] the town hall or equivalent (I exchange rules of living together), the school [105:58] (I exchange knowledge), etc. So, the places of exchange are at the [106:02] center and geometrically, the most effective thing is a disk with everyone [106:06] around it, that's where it's most compact. [106:08] The disk is the most compact shape. Around places of exchange which are all [106:13] placed in the center. Once you develop abundant means of [106:18] production and transport, at that moment two phenomena will occur: 1) you [106:25] will empty the countryside. 2) you will put people where it is most [106:30] efficient to produce and then exchange production. [106:32] Where is it most efficient to produce and exchange production? [106:36] In the cities. It is in cities that it is more [106:39] effective to do this. So you're going to put people in cities [106:43] and by increasing energy, so that's what I'm getting at, you're increasing [106:47] the proportion of the population that lives in cities. [106:50] So that's how it works for the world as a whole. [106:53] In 1960 you have a little more than 30% of the population living in the city [106:57] with three tons of CO2 per person, which represents the fossil energy we [107:01] use, i.e. energy itself in a first approximation. [107:03] And you see that today we are at 5 tons, so we have increased the energy. [107:09] This has made it possible to place almost two thirds of the population in [107:12] cities. So, you see this evolution at an [107:16] accelerated speed in countries that have had accelerated access to energy. [107:23] There is causality because you distort the structure of employment. [107:28] And because a system in which you would have left all the craftsmen, each in [107:31] their own corner with intermediate transport, is much less efficient than [107:34] a system in which you put 100 craftsmen together. [107:37] They are called workers, in a single place that you will specialize for a [107:40] production and it will become very efficient. [107:43] I'll put it another way. To make cars, if you have the 12-bolt [107:48] that is made in Brive and then the door that is made in Aurillac and then the [107:54] door piece that is made in Bordeaux, you can't get away with it. [107:59] So it's much easier to put everything together in the same place and have [108:03] operations that are assembled in the same place. [108:06] Then, when transport becomes more and more accessible, you can go even [108:10] further in there and specialize even more on certain operations, on certain [108:14] sites, since transport costs you nothing. [108:16] And then you take them to other places where, in mass, you hyperspecialize on [108:20] something else. That's why, for example, there is a [108:22] manufacturer who assembles his truck cabins in a place other than where he [108:26] paints them. And in between, you carry unpainted [108:30] truck cabins. You have exactly the same evolution as [108:35] you can see in China. The same for Brazil, the same for [108:38] Thailand, the same for Indonesia, etc. More energy, I repeat, distorts the [108:43] structure of employment in the way I mentioned earlier and the jobs that [108:48] appear are most effective if you increase the size of cities. [108:52] So you can increase the size of cities while spreading them out, and that's [108:56] exactly what happens when you have access to abundant energy. [108:59] Because, at that moment, moving in mechanized mode becomes easy and so you [109:03] try to do the best of both worlds. That is, a little space for everyone, [109:07] while having extremely important exchange flows. [109:10] And that, you can only do that if you have plenty of energy. [109:13] So in the energy-efficient city, the most compact thing is the Haussmannian. [109:17] Paris is one of the densest cities in the world despite the fact that there [109:20] are no very high towers. Because, when you have very high [109:23] towers, you have to start leaving a little space around the towers. [109:25] It is complicated to tighten the very high towers as you tighten the [109:28] Haussmann buildings that are stuck together. [109:31] You have no space between the buildings, they all face the street and [109:34] are all stuck together. With 10-storey or 30-storey towers, [109:36] it's more difficult to do that. And, on the other hand, it is the most [109:40] efficient mode when you don't have a lot of energy to move around. [109:45] Because you can do everything on foot or by horse cart. [109:48] When you give everyone a car, you go to Los Angeles. [109:51] That is to say, you keep the same urban functions of exchange by being able to [109:56] put the city in 100 or 150 km in diameter with each having a car. [109:59] You keep the same distances covered in one hour in a considerably more spread [110:06] out urban planning. So that's why, when you look at [110:10] Île-de-France for example: that's what the distance between home and work [110:17] looks like, which is representative of the daily exchanges in 1975. [110:24] So where it's white is that we don't cover much distance. [110:26] So, in 1975, there you have a dense city. [110:28] People walk to work. There you are still in the countryside, [110:31] people walk to go to their fields. And then, that's how it evolves over [110:36] time, and that's where we are in the early 2000s. [110:40] All these people have become urban, peri-urban people whose profession has [110:46] become an urban profession. They are no longer farmers. [110:49] They are employees of industry, employees of services. [110:51] So they have entered into this travel system that is necessary for industry [110:55] and services and they use their cars because there is no public transit and [111:00] there will never be one. So you are starting to have extremely [111:02] long distances between home and work. By the way, where we're going to put [111:05] the Grand-Paris metro is in there. So, them, it will not solve their [111:10] problem at all. This abundant energy has also made it [111:14] possible to increase the housing stock and it has made it possible to increase [111:19] it faster than the population. In 1900, then, let's say at the time of [111:24] the oil crises, the average housing in France was 77 square meters and you had [111:29] a little less than three people in it. Today, you have a little more than two [111:33] people per dwelling! The housing itself having become [111:37] larger. So, obviously, it was energy that made [111:40] it possible to do that, and therefore, energy allowed divorces in particular. [111:46] Because, to divorce, you have to have 2 dwellings where you only had one. [111:50] Otherwise it's not called a divorce. It's called domestic disputes, but it's [111:55] not called a divorce. Divorce is a physical separation. [111:59] You have to have enough to house people. [112:01] And by the way, today, one of the factors putting upward pressure on [112:04] housing needs in France is divorce. This is probably the first upward [112:10] pressure factor. You will find what I have just told you [112:14] in this little graph, which this time gives you, for a given year, the CO2 [112:20] emissions per person according to the share of employment in services. [112:26] And, you can see that this graph says everything except that when you [112:29] increase jobs in services, emissions decrease proportionally. [112:33] It tells you everything but that. This is the only thing that cannot be [112:37] seen in this graph. So this is another way, this time in a [112:41] dynamic way, for the world as a whole. Again, you have the share of jobs in [112:46] services in 1991 and 2014 with CO2 emissions per person. [112:50] And you see that the two work together. And it works together again when you [112:54] look at countries taken one by one. It works very well. [113:00] Another evolution that abundant energy has allowed is the increase in the flow [113:04] of goods since transport has also applied to trucks. [113:07] There is also something we have to get out of our brains, which is that we can [113:10] dematerialize transport by replacing it with information flows. [113:13] Obviously, this is not true. When you look at the concomitant [113:16] evolution of information flows and transport flows, whether it is goods or [113:20] people, you get exactly the same result. [113:23] The two evolve together. So, today, on a macroscopic scale, [113:27] to say that to circulate more information would allow us to circulate fewer people or [113:32] fewer goods, that is not true. That's not how it works. [113:36] Then, we can ask ourselves why it doesn't work like that, but the gross [113:41] result is that it's not enough to increase the amount of information that [113:46] circulates to say : “Well, the result I'm going to get is that there are [113:52] fewer people moving or fewer goods moving.” [113:55] Energy has therefore restructured the country. [113:58] What I am presenting to you for France has been applied in all the countries [114:03] that have had access to energy, all of them. [114:06] You had populated countryside and not too big cities. [114:09] You have moved to much larger cities and empty countryside. And the cities [114:15] have spread out. And all countries have followed the [114:19] same trend. The only countries that have not [114:22] followed it are those that have had geographical obstacles that have [114:26] opposed this development. So I'll give you an example. [114:30] Switzerland has indeed expanded its cities. [114:33] It didn't spread them out much. Why? [114:34] Because when you have a city that is at the bottom of a valley, spreading the [114:37] city out means climbing up the hillsides, and it's complicated. [114:39] So they did it a little bit by putting cottages everywhere, but they didn't do [114:44] it in a massive way. In particular, they did not make [114:46] hypermarkets on the outskirts of the city because putting the hypermarket on [114:49] terraces at the top of the city is more complicated than putting it on the [114:52] outskirts of the cities. So, the countries, once again, that [114:55] have not followed this evolution, it is because they have had a physical [114:59] barrier that prevented them from following it. [115:02] This abundant energy has also been applied to leisure activities. [115:07] So leisure time has increased because, like machines produce for us, it frees [115:12] us up time. So it frees up time for study. [115:16] At a time when there were no machines, there were no long studies. [115:19] It frees up time for retirement. At a time when there was no abundant [115:23] energy, there was no pension. It frees us up time for the holidays. [115:27] It frees up time for us to do nothing on weekends and it frees up time for us [115:32] to work only 35 hours a week. All the free time we have gained is due [115:37] to the abundant energy. So, here too, remember something that [115:40] will apply not only to you but to the people you will work with and live with [115:44] for the rest of your life. In a world with limited energy, it is [115:49] not the increase in well-managed free time that will apply. [115:56] What you see here is one of the occupations of free time, called [116:01] tourism. And so, a few years ago, I did a little [116:03] calculation. I didn't do the calculation again, but the order of [116:07] magnitude is still the same. It gives you the greenhouse gas [116:10] emissions, so again the consumption of fossil fuels, linked to the way you [116:15] spend your holidays. So, in there I put in the initial [116:19] displacement. Going to the holiday destination by [116:22] train, car, plane. I have included the possible [116:25] manufacture of the object in which you live during your holidays: the tent, [116:29] the caravan. The holiday home, I considered that if [116:33] we built it, I counted something, if it was the old mother-in-law we had to [116:37] deal with, I didn't count anything because she already had her house built [116:42] a long time ago. And then I also took into account local [116:45] travel if there are any, etc. If it is a skiing holiday, I have taken [116:49] into account the heating of the apartment, since skiing is generally [116:52] complicated when it is very hot. It is rather cold and therefore the [116:56] apartments are heated, preferably with fuel oil. [116:59] So I took all these things into account. [117:02] And what you see is that the most modern form of tourism (i.e. I'm going [117:07] to walk around the hotel for three days by plane), is also the one that [117:12] involves the greatest amount of energy consumed to afford a week's vacation. [117:17] Conversely, the first one, which are the forms of leisure that appeared when [117:23] paid holidays appeared; that is, people took their bicycles to go camping. [117:28] Or they would take the train to go camping, that's what they did at first. [117:31] Here are the forms that are the most economical in terms of fossil energy [117:36] -- and therefore in terms of energy alone -- to be used. [117:39] So, once again, energy abundance has distorted our lifestyles. [117:47] And we owe the fact that we can benefit from this leisure offer to the fact [117:53] that we are on an energy infusion, each and everyone of us. [117:58] That's why Sweden has been developing, for example, in recent years (it's been [118:03] in the media for a few weeks but in fact when you look at the statistics, [118:08] it's a few years ago) a beginning of a decrease in the number of planes taken [118:13] by Swedes that is now described by the media as “Flygskam”. [118:18] So, it is because Scandinavians have a rather more developed environmental [118:22] sensitivity than the rest of Europeans, which can be explained by historical [118:26] and geographical reasons. We will find this again on the economic [118:31] level with what it costs in terms of working hours to fly. [118:38] I'm telling you again, the real price of things is the hours of working time. [118:41] And what you see, is that the price expressed in hours of working time to [118:48] fly has been divided by an extremely important factor in the space of a few [118:55] decades. This is another way of saying that [118:58] energy has become more abundant. That is to say, it is easier to pay for [119:02] a full amount of it with one hour of working time. [119:04] It's the same way of saying it. Energy also drives industrial machines [119:09] and industrial machines will be used to make all the objects that surround you [119:14] today. So, the tables on which you are leaning [119:17] for some, the chairs on which you are all sitting, the clothes you are [119:22] wearing, the glasses for some, the shoes, etc. [119:25] All this was made by industrial machines. [119:29] So, the energy drives the industrial machines. [119:31] So, it is the exoskeleton that makes it possible to do everything, including [119:38] scissors, cosmetics and Netflix films. But it is also used as a raw material. [119:44] So you have a component in energy that is sometimes called non-energy. [119:48] So you'll tell me: “The «non-energy» in energy is still a little [119:50] complicated.” In fact, when you see non-energy uses [119:52] of energy, particularly oil and gas, it is because it is used as a raw material [119:57] for organic chemistry. All organic chemistry is based on gas [120:01] and oil derivatives. So, there are Americans who have done a [120:04] funny little test. They have taken out of a house all the [120:08] products that contain petroleum products. [120:11] Well, there's nothing left. In fact they also had to tear off the [120:14] floors because there is varnish on the floors. [120:17] They should have ripped the curtains off. [120:19] They should have ripped off the curtain rod. [120:20] They should have removed the paint. I mean, they should have taken [120:22] everything off. So, oil today is not only something [120:26] that drives a machine, it is also the basis of organic chemistry to produce [120:32] all the products that surround us. Because you don't have (more or less) a [120:38] single product that surrounds you in which you don't have oil derivatives. [120:44] These objects that surround us, we have to make them. [120:50] After, some of them will also use energy. [120:53] Here, for example, you have the evolution of the rate of household [120:56] appliances. So, I didn't find a more recent series, [120:59] the equipment rates have increased considerably everywhere. [121:04] But you don't have a single household today in which you don't have a fridge, [121:08] washing machine, etc. You have a whole bunch of things that [121:11] use energy. So industry makes things and it [121:15] requires energy. And after, these objects (some of [121:18] them), we will use them (up to the lawnmower, etc.). [121:20] And it's also going to use energy. And you see that equipment rates are [121:23] increasing roughly everywhere and all the time. [121:26] I already told you, I'm telling you again: divorce is energy-consuming. [121:31] Because when you divorce, you have to double the housing, so you double the [121:35] energy consumption of the housing. More precisely, you increase it in [121:40] proportion to the new area occupied. You need to build more homes, which [121:46] uses energy. You need to furnish twice as many [121:51] homes. So there are things you don't really [121:53] double, but there are things you double. [121:55] For example, you have twice as many beds. [121:56] Everyone sleeps in a bed. You have twice as many sinks, twice as [122:00] many hobs, twice as many etc. And all that, you have to make it. [122:04] When there are children (this is not always the case) [122:07] when there are children, they must then be brought from one home to another. [122:10] This requires additional travel, sometimes quite long. [122:12] As I told you earlier, a number of things that are considered normal [122:16] today, so I'm repeating once again retirement, studies, etc., [122:20] it's energy. When Mitterrand, in 1981, said: [122:22] “Everyone must go to university” -- which was the implicit promise that [122:26] afterwards everyone would have an office job [122:28] it was another way of saying: “I promise you the society of infinite [122:33] abundant energy”, since I showed you earlier that everyone in an office is [122:37] an extremely energy-intensive society. So at the time, when Mitterrand said [122:42] “Everyone must go to university”, in fact he made the implicit promise that [122:47] we would be able to live in a world of machines for eternity. [122:51] That is the implicit promise he made. So you see that energy is not at all [122:57] detachable from a whole bunch of things even and including, the way we consider [123:04] access to competence. The hospital is also very energy [123:09] consuming. In France, hospitals account for about [123:12] 5% of the country's carbon footprint. So as a famous comedian put it: if it [123:16] is the elderly that use the most health services, all you have to do is remove [123:22] the last year of life. In the meantime, it still raises the [123:26] question of how long in a world of constrained energy we can continue to [123:30] arbitrate in favor of people who ask for very heavy equipment when they are [123:35] already very old, and therefore at the detriment of all others, including the [123:40] young. That's it, so energy is everywhere. [123:43] So, once I told you that, we're going to do a tiny little bit of economics. [123:47] This is the planet Earth. So, the planet Earth, as Coluche used [123:50] to say, is square with its eyes in the corners. [123:52] No. The planet Earth is made up of [123:53] resources in an anthropocentric vision. So I'm going to put it from the point [123:57] of view of Men. And, from a human perspective, planet [123:59] Earth is a resource. All right? [124:00] This is where we live, this is our home, this is where we live, so these [124:02] are resources to which we have access. These resources, I will classify them [124:06] into two categories, which are on the one hand resources that are renewed on [124:09] short time scales. I call them renewable. [124:12] And, on the other hand, resources that do not renew themselves on short time [124:16] scales, that I call non-renewable. Copper ore is definitely non-renewable. [124:20] There is no large-scale transmutation on Earth that replenishes the copper [124:24] ore stock. Fossil fuels are renewable if you wait [124:26] a few tens of millions of years. It's not a short time scale, so I put [124:30] them in non-renewable. On the other hand, grass or solar [124:34] radiation is reasonably renewable on short time scales. [124:38] These resources are all free and they are the result of everything that has [124:43] happened since the Big Bang, all free of charge. [124:47] So, since the Big Bang, proton soup and everything else, a whole bunch of [124:51] processes have taken place. And today, we have Mendeleev's table [124:54] and all the combinations that it offers to us on the surface of the planet. [124:58] For free. All this was done for free. [125:02] We get there, and we decide to have a productive activity. [125:04] So, what is productive activity for Men? [125:07] It is using this great horn of abundance of resources and transforming [125:11] resources into something else that is more interesting than the original [125:14] resource. For example, I have coarse flints: it [125:17] is more interesting to have carved flints to chase after my prey. [125:21] For example, I have deers: it's more interesting to have carved deer antlers [125:25] to make a number of things out of them, etc. [125:27] So, the productive activity of Men is just that: I use existing resources, I [125:32] transform them, transformation => energy: I use energy. [125:35] At the time, obviously just the one of my arms, my legs and fire. [125:38] And I do something else with it. And then, over time, we will increase [125:42] the energy we will seek to have at our disposal. [125:46] So I repeat: 500,000 years of energy transition, which will make it possible [125:50] to increase everyone's production capacity. [125:52] So we extract resources faster and process them faster. [125:57] As soon as non-renewable resources are extracted from the environment and [126:00] transformed into something else, the stock of non-renewable resources [126:02] declines. So at first, it does not decline [126:04] quickly, although it would seem, for example, that on flints there may have [126:08] been local shortages in the Paleolithic period. [126:10] So we have been able to have, from time to time, local resource shortages. [126:14] So, don't laugh because at the time they were dying. [126:17] And then, over time, we also understood that there was a part of what we were [126:22] transforming that we could keep to accelerate future transformation. [126:28] It's called capital. So, capital is the part of production [126:31] that is not consumed immediately and is reusable to increase future production. [126:38] So, this is all really good. We grow and multiply. [126:42] We are producing more and more, so we are emptying non-renewable stocks more [126:45] and more quickly. And then, at some point, you become so [126:48] productive and so numerous that you also start emptying renewable stocks. [126:53] Today, we have begun to empty stocks of species that were renewable, for [126:57] example. We have started to empty the stocks of [126:59] forests that were renewable. We started to empty fish stocks that [127:02] were renewable, and so on. We are even beginning to empty the [127:06] stocks of slowly renewing soils. So we started to empty a number of [127:11] stocks that were renewable. And then I said transformation, so I [127:15] said energy. But I said transformation, so I also [127:18] said undesirable by-products of transformation. [127:21] When you transform, there is always a time when you have an unwanted [127:25] by-product of the transformation. These undesirable by-products of [127:28] processing have been given a name in French, it is called pollution. [127:32] So pollution is all the undesirable by-products of processing, i.e. those [127:36] that will have an effect that we are not looking for. [127:39] And, not only are we not looking for, but they’re bothering us instead. [127:41] So, basically, pollution is all about trouble. [127:44] So, in more orthodox terms, it is all the products that will be introduced [127:48] into the environment and will have the effect of degrading the quality of the [127:52] remaining assets. That's what pollution is. [127:55] In there, with this definition, you can bring in climate change, biodiversity [128:01] erosion, overfishing, and so on. And so, in this case, the economy that [128:05] we have set up, which I will detail in a little while, consists in counting [128:10] that annual flow and considering that that is all that matters. [128:13] I will explain why. So, basically, we count the moment when [128:17] we transform, since transformation is Man's action and money only pays men. [128:22] So, in that case, we decided that the only marker of this physical flow, of [128:27] the system I am presenting to you here, is the monetary counterpart of the [128:32] annual transformation flow. And this annual transformation flow, in [128:36] the jargon of economists, is called GDP, it is the monetary counterpart. [128:40] We might as well have had an accounting that would say: “I count «plus» what I [128:44] do, «minus» what I destroy. And then, on the day the marginal value [128:49] of the last car I built is less than the marginal value of the last bits of [128:54] iron ore, copper ore, lithium ore, vanadium, chromium and fossil fuels I [128:59] used to make this car, I stop making cars and live “happily ever after” [129:04] with existing cars. ” You can see that's not what we're [129:07] doing. In fact, the economic system is a [129:09] system without absolute limits. Nothing in the economic system tells [129:12] you: “When GDP reaches 80 trillion dollars on Earth, it stops. [129:16] We made a system that is potentially infinite, which is why it is so [129:20] attractive. Then why did we do it? [129:22] Because, two centuries ago, when we start theorizing about economics, you [129:25] have a number of people who make the following observation, they say: [129:28] “Economics is the management of what is rare.” [129:30] What is rare two centuries ago? It is the human factor. [129:34] You have lots of species, lots of space, lots of World. [129:37] The United States are just at the beginning of their colonization, Russia [129:40] is huge, and so on. We don't know how far the ocean goes. [129:43] No resource issues. What is rare two centuries ago is the [129:48] human factor. And so, two centuries ago, economists [129:51] like Mr Say, who wrote exactly what is written here, said to themselves: “At [129:56] first order, I will just look at the limitation coming from Men, the rest I [130:01] do not care, I do not count.” And if I consider that the resources [130:05] are infinite, you agree with me that any variation in stock is zero. [130:09] Delta-stock on infinity, it's always zero. [130:12] So I'm going to count for zero the factors that don't come from Men. [130:17] Approximation to the first order which is still the one of the economy today. [130:20] So I'm going to say something that will hurt your Director of Studies who just [130:25] came in. The whole economy you are taught at [130:27] school is wrong when it comes to approaching the human system as a [130:31] whole. When it comes to approaching trade-offs [130:33] within the human system, it works. When it comes to approaching the whole [130:38] of Men in their environment, it only says nonsense. [130:42] That's not what it's for. So, in other words, the economics that [130:46] I learned in school and that we are still learning today is that the [130:51] productive system is fuelled by two factors of production, human capital [130:55] and human labor, and that is enough to fill the supermarket. [130:59] It doesn't take into account machines, it doesn't take into account resources. [131:03] So it turns out that at the time, we could have won the battle in another [131:05] way. It so happens that two centuries ago, [131:08] Mr Charles Dupin, a polytechnician, therefore someone very decent, baron [131:12] of his state, made a first conversion calculation in “slave-equivalents”. [131:16] So, at the time, he didn't call them “slave-equivalents”, he called them [131:19] “worker-equivalents”. And, Mr Dupin say: “I will look in [131:22] France and Great Britain at the productive resources available to us in [131:27] addition to Men [so he had understood everything about physics] and I will [131:31] convert them in the equivalent of human workers. [131:35] So I take the population, I make them human workers […]” and by the way, he [131:38] counted children for a quarter and women for half – and we wonder if [131:41] that's not where “my half ” comes from when one talks about one’s [131:44] partner. No, no, I assure you. [131:46] Where else would it come from “my half”? [131:48] So it could be half a couple, that's another explanation. [131:52] But we wonder if that's not where it's coming from. [131:55] So he is taking the population and he is also taking the auxiliaries that [132:03] are, at the time, boats, mills, etc. And then, Mr Dupin, he says: “If I [132:09] take the population AND the auxiliaries, then it becomes normal [132:13] that Great Britain, which has a population about the same size as [132:17] France, already has three times more industrial production. [132:21] This is normal because it is not only Men who work. [132:24] There are also mills, draught animals and boats. [132:30] If, at the time, we had listened to Mr Dupin and not Mr Say, it is not [132:35] completely certain that we would have built the economy in the same way. [132:40] It's not completely certain. And what the physicist says is: “What [132:44] I have on the right is my 92 elements of Mendeleev's table arranged in a [132:49] different way than what I had in the original resources. [132:53] It's just that.” Do you agree with me? [132:57] There is nothing but the 92 elements of Mendeleev's table in all objects of [133:00] everyday life. Nothing else. [133:02] Do we agree? Except we didn't find them in this form [133:04] in the environment. So I found them in a form, and I [133:07] transformed them. So, for that I have to find my 92 [133:11] elements of Mendeleev's table, it's called resources and transform them. [133:18] My transformation capacity (it is the order of magnitude calculations I [133:24] showed you earlier) comes for 1 from the muscles of Men and for 200 from Ironman. [133:30] That is to say, from the park of machines we have built. [133:34] This is my ratio of 1 to 200 that I developed for you earlier. [133:37] The capital in this story is made like everything else. [133:41] That is to say, this building, which is a capital element, was made like the [133:43] rest by transforming natural resources. So, this building is, like the rest, [133:47] made by transforming iron ore, i.e. iron and oxygen arranged in a certain [133:53] way, i.e. stones (so natural resources), i.e. paint (transformed [133:57] natural resources), etc. So it's done exactly the same way, just [134:01] it doesn't get destroyed when you use it. [134:03] That is to say, while we are in this room, for your greatest pleasure and [134:06] for mine, it does not collapse. And there you understand that it is not [134:10] only Men who are a limiting factor of the system. [134:12] In the modern world, energy is a limiting factor of the system. [134:15] In other words, if I deprive my fleet of machines of energy, I will [134:20] deprive my productive system of its production capacity even if the bankers [134:25] are very friendly and even if the unemployed are ready to go to work. [134:30] That is not enough in the world we live in. [134:32] And if I deprive the system of resources, for example I have no fish [134:35] to catch, the GDP of fishing is zero. The GDP of Léon de Bruxelles is zero. [134:40] Well they have to switch from mussels and chips to steak and chips, but otherwise [134:43] it is zero, and so on. So if you don't have the resources and [134:46] energy, you won't have the production even if you have highly motivated [134:51] workers and even if you have very friendly bankers. [134:54] So historically, until now, all this has not been a limiting factor. [134:58] The limiting factor is indeed Men. You have here the reconstruction of GDP [135:02] since the year zero. That is, since the birth of Mr Jesus [135:05] Christ. So you see that, as long as there are [135:07] no significant quantities of mechanical auxiliaries, there is no growth. [135:11] The population is reasonably stable at that time as well. [135:13] At that time too, as a man is productive as his muscular system and [135:16] no more, the most populated country in the world has the first GDP on the [135:20] planet. Which is? [135:24] China. Absolutely. [135:27] So, China, today, is saying one thing in the concert of nations: “Listen, don't [135:31] make us laugh. For two millennia, we have been the [135:33] dominant economic power on the planet. So just because a century of oil has [135:36] put the United States in our place does not mean that it will change our view [135:39] of the world. So first we'll find our place and then [135:41] we'll talk. That's about the way things are. [135:50] Very few mechanical auxiliaries, very little growth. [135:52] With the mass arrival of mechanical auxiliaries and fossil fuels, and bang, [135:55] economic models say that we will have three percent growth for all eternity. [135:59] Then don't laugh. I happen to be part of an organism [136:02] called the High Council for Climate. Three weeks ago, we were presented with [136:06] the National Low Carbon Strategy drawn up by some of your predecessors, whom [136:12] were obliged to say that a sharp reduction, a 6 to 7-fold reduction in [136:17] the amount of fossil energy we would bring in France, would increase the [136:22] French GDP. It's in there, it's in there. [136:25] Because business models tell you that. Because economic models can tell you [136:30] that we increase GDP by dividing energy by 10 since energy is not an input. [136:35] There is no problem, no problem. So in the meantime, that's not what's [136:41] happening. I present to you the best macroeconomic [136:44] model in the world, called a straight line. [136:46] Here you have in abscissa the quantity of energy used by Men, i.e. I repeat, [136:50] the number of machines in service. And so, in ordinates, the economic [136:55] value of the production. Which follows in a more or less linear fashion. [137:00] Very simple. Really very simple. [137:03] This is valid in absolute value, it is also valid in variation. [137:06] Here you have in green the annual variation in the amount of energy used [137:10] on Earth, i.e. the annual variation in the number of machines in service, and [137:14] in blue, the annual variation in human economic production. [137:17] You see that: give me one, I give you the other; and give me the other, I [137:20] give you the one. All right, I'll tell you again in a [137:22] different way. Euros only measure a flow in monetary [137:27] terms, which kilowatt-hours physically measure. [137:32] So, it's two units of account that look at the same thing, that is, a [137:36] transformation flow. I come back to my curve that I showed [137:39] you earlier about energy supply per person and I will make another comment [137:43] this time. You can see that over the period up to [137:46] the oil crisis, the energy supply increases by 2.5% per year per person. [137:50] This means that the number of machines per person is increasing by at least [137:57] 2.5% per year. You have a little bit of energy [138:00] efficiency added. This means that as long as you do not [138:03] have limiting factors on the resources to be processed, the physical [138:06] production per person increases by at least 2.5% per year. [138:08] And so, the monetary counterpart of this production increases by at least [138:14] 2.5% per year. Actually, you'll see, it's a little [138:18] more. After the oil shocks, you can see that [138:21] the pace is slowing down. So in fact, it is totally slowing down [138:24] for the OECD countries, which are called the rich countries, the western [138:27] countries; and the surplus you have there is the rise of China, and then [138:30] later of the other emerging countries. And that translates into a rise in the [138:33] quantity of coal per person, which is an average effect. [138:36] In fact, in Western countries, the amount of coal used is not increasing, [138:39] even decreasing slightly. However, it is exploding in China. [138:42] And today, China uses half of the coal consumed in the world. [138:46] At this point, the system starts to slow down a little. [138:50] That is, we continue to have an increase in physical production [138:56] per person, but much lower, and much lower than the rate of redistribution to which we had [139:02] become accustomed during that period. That is to say, in all the Western [139:07] countries of the world, a welfare state has been organized, more or less. [139:13] More or less. Less welfare in the United States, more [139:16] welfare among the Scandinavians. But in all countries of the world, a [139:21] welfare state is organized that redistributes part of what is produced [139:25] and the growth rate of redistribution is in line with the growth rate of [139:30] production, i.e. a few percent per year. [139:33] And we do not put in the system the capacity to correct it quickly if [139:37] growth slows down. In other words, we don't tell public [139:40] agents: “Well, we warn you, if growth runs out of steam, increased wages with [139:44] seniority, it stops.” We don't tell retirees: “We warn you, [139:47] if the rate of growth slows down, you will automatically retire later and be [139:52] paid less.” Etc. We're not saying that whole thing. [139:55] We say: “No, no, if growth slows down, we continue to pay you the same and we [139:58] increase your wages with seniority in the same way.” [140:00] At that moment, you have to find the money somewhere and you get into debt. [140:02] In all Western countries, public debt was non-existent before the oil shocks. [140:07] It appears and develops… well very weak before the oil shocks. [140:11] It appears and develops everywhere. So, it is not only the French [140:14] politicians which are incompetent. It appears and develops everywhere in [140:17] all Western countries after the oil shocks precisely for this reason. [140:21] Because the rate of increase in production per person is no longer [140:25] sufficient to ensure the rate of increase in redistribution per person. [140:30] And starting from 2005 -- and I will tell you why in the next few months -- the per capita [140:35] energy supply is beginning to become more or less constant again in the [140:39] world. In fact, it is declining in the OECD [140:41] area, I will show you right after. And then the system goes to hell: [140:44] massive financial crisis of Lehman Brothers which is a consequence of what [140:48] I'm telling you (I'll show you in a little while chronologically) and not a [140:53] cause. Debt begins to explode. [140:56] We come to something that has been unknown for a very long time called [141:00] negative interest rates, etc. And that is the system's response to [141:04] the fact that we built something that depended on energy abundance, and that [141:10] this energy abundance is slowly starting -- slowly starting -- to fray. [141:14] And by the time you're my age, we're going to accelerate in that direction. [141:21] So that's why your future won't be a continuation of the past. [141:27] So, a few curves to finish. You have here the variation in GDP per [141:32] person in the world, and therefore the variation of economic output per person in the world [141:36] since 1960. You see it here in terms of annual [141:39] variation. And then I put in orange the averages [141:43] over three periods: until the oil crisis, between the oil crisis 79 and [141:49] the oil crisis of 2007-2008, and since the shock of 2007-2008. [141:54] There is a small artifact that I'm not going to talk about today because it's [141:57] too long, but debt is something that makes it possible to make GDP without [142:01] production. It's a little complicated, but here [142:04] you're starting to have a side effect. What you see is that: in the era of the [142:09] Glorious Thirty, energy grew strongly per person, and production per person [142:13] grew even more strongly, because there was a gain in energy efficiency in [142:18] between. Engineers know how to make a more [142:21] efficient car, which advances with less oil if it is the same car, or a larger [142:26] car sold more expensive with the same amount of oil. [142:30] After that, you see that the energy per person is increasing less quickly [142:35] (it is actually 1% rather than 0.5%) and you see that the GDP per person is [142:40] starting to grow less quickly. And since the episode... Well it's very [142:44] contrasted there, you also see that there's a big episode of volatility. [142:48] You can see it's dropping. In fact, you have two regions in the [142:51] world that are evolving in a very discriminated way from that moment on: [142:53] the OECD and the rest; and I will show to you where we live, that is, the OECD. [142:56] So the OECD: this is how a first piece of the OECD evolves, i.e. the European [143:04] Union in which we live. Until the oil shocks, the energy supply [143:08] per person increases sharply. Between the oil shocks and 2006 -- and you see that [143:12] the maximum is in 2006, two years before Lehman Brothers. [143:15] So it was not Lehman Brothers that caused the economic crisis that caused [143:19] a fall of the amount of energy used. It was the contraction of the [143:24] energy supply that slowed GDP and made it impossible for borrowers to repay [143:30] the debt they had started to incur when the economy first slowed down here. [143:36] It's a two-triggers-gun. There, we start to get into debt to [143:40] compensate for the fact that the energy stops increasing, and there, at the [143:44] moment when the energy starts to decrease, we no longer even have the [143:48] capacity to get back into debt at the right speed to repay the Ponzi scheme [143:52] we had started creating. There you see an effect of the thing I [143:56] will tell you about next time, which is the replenishment of the world energy [144:00] market with source rock oil and gas in the United States, and oil in [144:04] particular. What you see in Europe at that time is: [144:07] the GDP per person is rising sharply at the time of the Glorious Thirty; energy [144:12] per person is stopping growing but GDP per person is still rising; and you see [144:17] that ever since 2006, the increase has been almost zero. [144:20] And, by the way, Europe's industrial production today is still lower than it [144:25] was in 2007. Ton-kilometers by truck today in Europe [144:28] are lower than they were in 2007. The construction index today in Europe [144:32] is lower than it was in 2007. So part of the increase in GDP that we [144:36] have had since 2007 is false GDP. It is an accounting artifact that is [144:40] basically a bad correction of inflation, if I say it differently. [144:45] So, at that moment you ask British people: “Are you happy?” [144:49] British say “No”. I would remind you that a referendum, [144:53] in general, you answer the person who asks the question, you do not answer [144:56] the question. De Gaulle learned it at his own [144:59] expense and besides, you remember the result of the first referendum in [145:04] France on the European Union... So, of course, we rephrased the question in a [145:09] different way. But so, historically, a referendum is [145:12] still a very good way to answer to the person who asks the question and not [145:16] the question itself. So the English say to the person asking [145:18] the question: “We are not happy with the way things are going.” [145:21] By the way, as soon as the GDP per person no longer increases and you [145:26] create a space of free movement in an area where you have a difference of 1 [145:32] to 5 between what people in the East earn and what people in the West earn, [145:38] what do you think is happening? It balances out. [145:41] So when you're in an expanding universe, it doesn't matter. Because you can [145:45] increase people's incomes on one side while you continue to increase or at [145:49] least you don't decrease people's incomes on the other side. [145:52] So, when Spain and Portugal join the European Union at a time of strong [145:55] growth, the purchasing power of the French can continue to increase at the [145:59] same time as the purchasing power of the Spanish increases significantly. [146:02] But when you bring in 2005 (that is to say two years or a year before the [146:06] maximum European energy level) the Eastern European countries by telling [146:11] them: “Come and dance, your GDP will increase at the same time as ours will [146:15] continue to increase.” And then, crack, the energy per person [146:18] starts to drop. At that moment the GDP of the area no [146:21] longer increases, your effect of connected vessels applies, and all that [146:25] the Eastern countries will take, it is the Western countries that will lose it. [146:28] It's mechanical. [146:30] Then, there are two ways to lose it. The Polish plumber comes to London and [146:34] it gives you that result. And the second way to lose it is [146:37] Renault investing in Romania, and at that moment, you have the French [146:40] workers yelling. And these are the two ways in which the [146:43] rebalancing process applies. This is just the beginning. [146:47] As long as we stay, I'm not playing politics with two pennies in my hand, [146:51] but I'm just saying that as long as we stay in a space where everyone [146:55] moves and pays as they please, when you have differences in initial potential [146:59] that you can't homogenize from the top, you're going to have rebalances with [147:03] loss for a number of people. So the temptation for Frexit, Italexit, [147:09] Espaxit and Swedexit will increase. All these pressures will increase [147:16] because of this. And, originally, you find energy. [147:22] When you do a trend analysis, you note, by the way, that this variation in [147:27] energy supply per person is in fact the result of a very strong trend (and [147:32] I will come back to it in the next course) that has been expressing itself [147:38] for decades. Here you have a curve that gives you [147:41] the variation of the European Union's energy supply. [147:44] So it's not its supply, it's its variation over the past 50 years. [147:47] What you see is that the variation with large gaps follows a trend where it is [147:50] strong, a little less strong, a little less strong, a little less strong, and [147:55] at some point, we enter into negative territory and, by the way, at that [147:58] moment, we start to have something that is reasonably volatile. [148:01] If we say that this second derivative has good reasons to be representative [148:05] of the internal dynamics of the process, then you tell yourself: [148:09] “Well, the rest of the story is that energy supply will continue to decline [148:13] and therefore the GDP growth rate, which was increasingly low over the [148:17] same period, will continue to decline and move into permanently negative [148:21] territory.” So the life that awaits you and me for [148:25] the next few decades, if everything goes well, is likely to be nothing like [148:32] what I have known since I was born. That is to say, it will not be a world [148:38] of expansion, it will be a world of contraction. [148:40] So we're going to need your creative genius because I assure you that [148:45] managing a shrinking world is much more challenging as a constrained [148:49] optimization exercise than managing an expanding world. [148:52] So, we're really going to need you. We also need me, but we're really going [148:56] to need you... In the sense that we're really going to need the best selected [149:01] brains in the country to tackle one of the toughest problems we will [149:05] have to solve, which is to keep the system more or less stable in a context [149:10] of shrinking available resources. I can assure you that what you saw in [149:14] the written and oral part of the contest was an easy part compared to [149:18] that. I take the OECD area as a whole and I'm [149:21] going to end up with that. Same motive, same punishment. [149:24] The supply per person increases until 79, peaks in 2006 -- and this is also [149:30] true in the United States. In the United States, the energy supply [149:35] per person went through a maximum two years before Lehman Brothers, I insist. [149:39] And, you also have this evolution that actually reflects a trend evolution [149:44] that has taken place for a very long time, and therefore it will probably [149:49] happen about the same thing in that area and then in the world as a whole. [149:54] There you go. So, what I told you during this first [149:56] module is that the world in which we live has been enabled notably by -- not only by -- [150:00] but notably by the fact that we have found free “pockets of sunlight” [150:05] under our feet, as Yann Arthus Bertrand puts it very nicely, that is to say fossil [150:10] energy. Free, with a very high calorific value -- so a very high [150:13] exothermic capacity -- that allowed us to transform at an accelerated rate all [150:18] the other resources (also free) that we found on Earth, and it has enabled us to [150:23] build the socio-economic system in which you grew up, [150:27] that is, most of the people in the city, most of the people in service activities, [150:32] everyone eating steak at every meal, people with a lot of free time and the [150:36] demands of the MEDEF and the CGT that can be met without any problem. [150:39] That's the world we grew up in. [150:43] And, by the way, MinesParisTech's international exchange program since [150:47] you need planes for that. And, the way I count the transformation [150:52] flow is a way that is unlimited by construction, since the only thing that [150:57] was really annoying in the deal, that is the fact that the Earth is 13,000 [151:03] kilometers in diameter and not 14,000 and not 1,5000, I ignored it, I put it [151:08] under the rug. And, on the basis of this axiom, which [151:11] is only an approximation to the first order, I have refined my visions for [151:15] two centuries but without questioning a fundamental axiom which is: Nature is [151:18] free. So, obviously, I don't see that limit [151:21] because it's not in the system. In the next course, we will not look at [151:26] that, which is one of the first limiting factors of the system, i.e. pollution, [151:31] and we will focus on a very specific pollution called climate change. [151:35] So climate change is only the downstream consequence of this [151:40] transformation flow. At the next course, what we will really [151:43] look at, is the bottleneck that can eventually apply upstream of the [151:47] system, and which is called the supply of fossil fuels. [151:51] Obviously, if we had the time, we could look at the supply of metals, this is another [151:54] possible limiting factor for the system. [151:56] Species supply is another possible limiting factor of the system, etc. [152:00] But then, we will look at and discuss the upstream supply of fossil fuels, [152:06] i.e. of transformation capacity. So that's the picture we're going to be [152:12] in for the next course I'm going to give you. [152:16] Have a good evening.