Just Stop Oil: Why do they exist?

Not a day goes past without a Just Stop Oil protest, either at a major sporting event or a random location designed to cause maximum inconvenience. Because JSO is an abrasive, uncompromising organisation its existence generates more heat than light in any discourse. I want to step back from the shouting to examine JSO, and David Byrne-style ask, “How did we get here?” In the last five years JSO is one of three new direct action groups focused on the environment using shock tactics familiar to radical students in the 1960s and 1970s. Alongside Extinction Rebellion and Insulate Britain, JSO is part of a new environmental protest culture.

Boy did we drill
JSO, XR and IB are not universally popular, in fact I know so pretty mild-mannered people who’ve had their cages REALLY rattled by these new groups. Everything happens for a reason, however, and there are many reasons why these groups have been founded. If I cast my mind back to the 1980s, as a boy I was taught about the Greenhouse Effect and man-made climate change – we’d made quantum leaps in our understanding of climate science at the time. I was also taught about the concept of peak oil – reeling from the oil shock of 1973, the developed world had a lot of anxiety about the extent of oil supplies and believed peak oil was going to be reached around 2000, thereafter oil would become increasingly scarce. Pretty much all of the predictions about climate change made in the 1980s have come to pass, the predictions about peak oil, on the other hand, have been way off. Back then were keen on coal, apparently there was 200+ years worth of coal left under Britain, but we’d have to get used to diminishing oil supplies pretty soon. What actually happened? Consumption of oil, gas and coal globally rose throughout the ‘80s, ’90’s, ‘00s and 2010s. It’s possible we’ve just reached peak coal, consumption has levelled off and hinted at a decline, there’s been little discernible process with oil and gas. It turns out the world had far more oil and gas than was estimated in the 1970s.

Fossil fuel consumption: only coal shows signs of even levelling off, all of these have to decline fast

Saudi Arabia miraculously declared their known oil reserves to increase by exactly the same amount as they’d extracted for many years. A friend of mine worked at the Bahrain Grand Prix one year, rubbed shoulders with many ex-pat oil industry workers, one said to him that Saudi has hundreds of years of oil left but it won’t let on. If it did the price would crash. States in the Middle East are doing all they can to keep the status quo going – oil dependency and a price that works for them. Their desperation is understandable, most places reliant on extractive industries rarely have a second act – just witness the fishing ports in Canada still crying out for the Grand Banks to be reopened for Cod fishing, 31 years after they closed, despite the fact that stocks are still less than 10% of historical levels.

Canada is still holding out for an unrealistic revival in Cod stocks, this happens with extractive industries everywhere

On a precipice
So we’re consuming fossil fuels at a level not foreseen 40 years ago, this is due to globalisation and reserves being far greater than first thought. Our consumption will have to fall off a cliff in all three categories for us to avoid going over the 1.5ºC threshold and trigger runaway global warming. Unless an unforeseen method of carbon sequestration comes along that can lock in gigatonnes in a short space of time, our days of mass carbon consumption are over. Past performance suggests that our progress towards Net Zero, and moving towards a post-Carbon world isn’t happening nearly fast enough. Time is running out, the new environmental organisations reflect the anger, fear and urgency that many committed environmentalists feel – they haven’t been listened to, policies move in the right direction but are half-hearted. Too many people talk of being an environmentalist in aspirational terms but own an SUV and tarmac over their front garden.

What of the Green Establishment?
That we have new groups, and they are militant, says a lot about the green lobby establishment. I believe groups like Greenpeace and Friends of the Earth are caught between two stools. On the one hand they are not new and fresh with ground breaking ideas, on the other hand they’re not using their familiarity and reputation for being responsible to work with major landowners. The green establishment should have built up long term relationships with Britain’s major landowners – the Churches, the MoD, the National Trust, the Crown Estate, the RSPB etc to improve habitats on large tracts of land. If they had, we wouldn’t be the most nature depleted country in the world. This week sees an interesting development – Britain’s largest corporate landowner United Utilities embarking on the phase out of grouse shooting on its land, hopefully this land will be rewilded and cleared of lead shot. Notice no mention of any establishment environmental bodies in its decision.

Good news on habitat restoration, but was the Green establishment involved at all?

If Greenpeace and FoE were really effective lobby organisations we’d have seen 15 – 20 announcements by major landowners like United Utilities over the last few years. The green establishment has had a tendency to document and articulate the facts and figures surrounding climate change, biodiversity decline and habitat loss without working on projects to counteract any of it. What are ordinary people supposed to do if they’re not offered any solutions? I received a leaflet from a local wildlife trust that mentioned the decline of a few species of wildlife in Kent. It said nothing about buying land or starting any breeding programmes, or any achievements in habitat restoration in the past. Perhaps I’d have donated if they had a track record or a well-thought out plan, but they didn’t.
The messaging and the methods of the green lobby establishment weren’t nearly good enough, it created a vacuum and the founders of XR, JSO and IB have stepped into that vacuum.

How do we stop Oil?
Now comes the life affirming bit – transforming our habits to make fossil fuels peripheral to our lives will take some effort but technology exists to substitute just about every aspect fossil fuel use. All forms of ground transport can be electrified – cars, vans, buses, motorbikes, trucks, earth working machines. We’re not talking prototypes, fully working models exist for everything. Battery technology is moving fast, the United Bank of Switzerland, those well-known bunny huggers, stated in a technology investment report that the life cycle cost of electric cars had come down so much there was no need to buy a combustion engined car on economic grounds after 2024. Low carbon or no carbon tech is being developed for everything, the UK, for example could go 100% renewable as we could tap into all eight major forms of renewable power – wave, wind, tidal, hydro, biomass, biogas, geothermal and solar. Not every country is as lucky as us, but every inhabited place in the world could use at least one renewable. The renewable world is a far more equitable one, in terms of energy resource, than the hydrocarbon one. Net Zero isn’t just about electricity and transport, however low carbon methods are being developed for a lot of raw materials production – low carbon cement, steel, glass and ceramics. Renewable heat is one of the biggest game changers. The Ukraine – Russia war has been a major catalyst to ending Natural Gas use, we’ll see millions of heat pumps installed across Europe in the next 20 years. Many old houses aren’t suitable for heat pump installation, perhaps district heating systems will come to the fore in heritage areas. Decarbonisation will take a lot of work and lot of investment, but the technology exists, and in many cases it’s cheaper than its fossil fuel equivalent.

Germany has a very sophisticated STEM sector and a comprehensive plan for Net Zero. Germany is way ahead of the UK in many respects – more trees, more recycling, more active travel . . .

The counter narrative
This week we’ve seen a surprise result in the Uxbridge and South Ruislip by election. Labour was expected to win this, but the Conservatives held it by the skin of their teeth. It’s been interpreted as a big win for the anti-Green movement, a middle-fingered salute to the ULEZ roll out across outer London. For the right wing press this is part of a wider anti-Green agenda. For years they were against renewables, now they’re anti-EV, anti LTNs, anti active travel (remember big Auto advertises more in newspapers than big Shoe) and anti clean air measures. Never mind that IB is trying to save you money, never mind that JSO is trying to save your lungs and never mind that XR is trying to save the planet. The freedom of the Sun, the Times, the Mail and the Telegraph is to drive where you damn well want, park where you damn well want and concrete over everything, even on a flood plain. The propaganda of the newspapers must, to an extent be working. The fact is that upon implementation only 10% of cars and vans would be liable for the ULEZ charge and that figure would drop away to near zero within five years with normal replacement rates. Someone vox popped in Uxbridge said, “All my friends drive and all of them were going to be hit by the ULEZ charge,” he either has an exceptional social circle or he’s talking rubbish. Where are the mainstream politicians taking a lead and making the case for the ULEZ, correcting and clarifying all the misinformation? Again there’s a vacuum, the Conservatives exploited it as an issue even though it’s their policy and Labour have suddenly become very divided on it. This timidity in the face of a very determined right wing media smear campaign is why JSO, XR and IB exist, you can’t rely on the establishment Greens and you can’t rely on mainstream politicians to gain enough attention and stand strong at a point of reckoning.

Just Stop Oil at Wimbledon – these peaceful but disruptive protests will continue ad nauseam until more meaningful progress is made on fossil fuel dependency


What do I make of the ULEZ? I went to school in Dartford, a school friend suffered from chronic Asthma and Eczema all throughout school. I mentioned this to my best friend’s mum, who was a school nurse, and said my friend lived in Greenhithe, right on the river. She replied, “Oh I’m not surprised, all the pollution blowing out of London down the Thames estuary causes Asthma and Eczema in places like that.” The anti-ULEZ agenda played on class connotations, with people lining up to defend the working class who apparently couldn’t afford a 13-year old third hand car that would be ULEZ complaint. In my experience distinctly working class places like Thurrock, Tilbury, Pitsea, Benfleet, Dartford, Gravesend, Erith and Slade Green have been dogged by London’s pollution blowing over them for decades, with very little concern shown for their welfare. Turn ULEZ into a class issue of you want – you’ll have me and my friends in the Thames Gateway to answer to. I’m happy to make the case for all the clean tech, and pro-clean air policies, I’m aware of the right-wing counter narrative. I also know that there’s only a handful of voices in the mainstream media supporting the green agenda – Chris Packham, George Monbiot, Joanna Lumley. Even as I type this blog #ClimateScam is trending as a hashtag on twitter – measurable, provable scientific fact that is consistent with the predictions made in the last 50 years is apparently forever up for debate. That’s not good enough, until we make more progress on fossil fuel use and the green voice is louder within the cultural mainstream JSO will continue to do it in the road.

Emergency 2022

A few years ago The Economist said, ‘Since World War II every recession has been caused by financial crises and oil shocks’. At the risk of making The Economist obsolete, it pretty much nailed the major root causes of our economic problems in one sentence. I was born in 1973, I’ve lived through four oil shocks in my lifetime, and now one gas panic. All were caused by factors completely beyond the control of the UK.
The 1973 shock was caused by the Yom Kippur War and, after many years of talk, OPEC finally managed to engineer a spike in the oil price. The 1979 oil shock was caused by the islamic revolution in Iran, as despite initial assurances, Iran decided not to sell into global markets in the same way as before. The 1990 oil shock was caused by Iraq’s invasion of Kuwait, and well-founded fears about destruction of oil wells in both countries. The 2008 oil shock was caused by a rise in demand from China, a booming economy at the time, something established oil producers had not planned for. Now gas prices are through the roof due to two reasons the UK can’t control – the war in Ukraine and the mass shutdown of nuclear power plants in France, which has reversed normal flows of electricity via interconnectors. France has hitherto been an exporter of electricity, but cross-channel connectors are now sending the best part of 3000 megawatts to France from the UK.

Little Cheyne Court – part of a UK electricity sector exporting to Europe


The fact that oscillations in fossil fuel prices can cripple the global economy is well-known, but we are closer to weaning ourselves off of fossil fuel dependency than ever before. Completely ditching gas for electricity production in the UK could take another 12 to 15 years. It’s possible at the current rate of renewables installation, however. It won’t be a quick or easy process, but aside from the environmental benefits the economic prize is huge – electricity from affordable sources at stable, predictable prices. It will amount to the difference between living at the foot of an active volcano and sitting pretty in the middle of a tectonic plate.
What of the current gas panic? The UK needs short-term intervention this winter, and beyond that an overhaul of the electricity market and how it’s priced up. There is much debate about the merits of interventionist schemes, the first proposal, from my party the Lib Dems, proposes a big windfall tax on oil and gas companies and repurposing of VAT receipts from petrol/diesel (which spike when the price of fuel is high) to provide support for bills. I’ve heard arguments against the fine details, but without a major intervention there will be a huge flow of money from households, businesses and public sector organisations to electricity and gas companies. People will get into debt, be evicted, get ill or die from cold-related illnesses if household bills rise to the £5000 – £6000 a year as is predicted. Businesses could be even worse off, all non-domestic users are not protected by a price cap, and some customers are being quoted future estimates that are 1000% price rises – that makes millions of SMEs unviable all of a sudden. An intervention on the scale of the furlough scheme is required to keep the lights affordable.

Wholesale changes?

As I mentioned before we’re on a road to Net Zero, dispensing with fossil fuels so why does the price of gas still matter so much? Many years ago I switched to a 100% renewables electricity supplier because I’m committed to the cause but also I believed, naively that I’d be paying a small premium at the time in exchange for a product decoupled from the snakes and ladders nature of oil and gas markets. The wholesale electricity market means no one can escape from the jeopardy of fossil fuel instability – wholesale prices are set at the level of the most expensive form of electricity at the time. Even if you want to buy just wind, solar, biomass and hydro, it will be priced up at the same level as gas, if gas is expensive. Looking at real time data for electricity generation on a sunny, windy day sometimes renewables top out at 70% market share, it used to give me an enormous sense of well-being. That was before I knew about the wholesale market pricing mechanisms – even with a few % of natural gas in the mix we’re saving nothing.
The market is clearly weighted in favour of producers, rather than consumers and consumers will continue to be gouged by price spikes until we get rid of fossil fuels altogether, or in the medium term reform the market radically. Changing the rules of the game comes with headaches, contracts have been signed, if we move to a new pricing mechanism electricity companies will almost certainly lose out and there will be legal challenges. I can’t claim to have the answer when it comes to a pathway for market reform but this has been explored by energy and sustainability expert Michael Liebreich. If you see his latest blog you can see it proposes splitting the market into component parts, and is an excellent explainer of how the market works:

https://www.linkedin.com/pulse/uk-energy-crisis-time-split-power-market-michael-liebreich/

If I were to deviate from his proposals of a low carbon (renewables/nuclear) and fossil fuels split, to would be to keep renewables separate from nuclear, nuclear has never been price competitive – the major forms of renewables no longer need subsidy and in the case of solar and wind, are sure to get cheaper. I would like to see an aggregate price for renewables, the UK could use all eight different forms of renewable – hydro, solar, wind, wave, tidal, geothermal, biomass and biogas – all have their strengths and weaknesses and are at different stages of development. The cheapest – wind, solar and biomass – could subsidise the introduction of new forms of renewable that have been on the verge of deployment but not seen yet – geothermal, wave, and tidal.

White Knights

I can imagine, if I was a grown-up in 1973, feeling incredibly emasculated by the oil shock, which was followed by a two-year recession. The UK’s economy didn’t really recover until the late-80s, all of a sudden your quality of life, career and standard of living could be buffeted by things happening in countries thousands of miles away that were hard to understand the UK had nothing to do with. Could the gas panic be solved by an external intervention that could be as helpful as OPEC has been unhelpful to the West? I ask this question because both the US and Canada are major global producers of Natural Gas, and although many production contracts are signed off for years in advance, these countries could, if they really wanted to, turn on the taps for Europe, just like Russia can turn the taps off. On a scale of 1 to 10 how much does the US want to avoid a global recession, and avoid Europe feeling compromised by its opposition to Russia in Ukraine? At the moment no one is floating this as an option, just more piped gas from Norway and a few extra LNG tankers from Qatar and Algeria. Help from those lower volume producers isn’t going to cut it. North America has the power to help the rest of the industrial world – will it?

Those forever changes

One thing we learned in retrospect after the first oil shock is societies scouted around for alternative energy sources and energy saving measures – the shock might have precipitated permanent change but we were too lazy to bother. By the mid-80s aspirational energy changes fell by the wayside and we were back to bad habits because fossil fuels had become cheap and plentiful again – e.g. the average miles per gallon of new cars went down for about 10 years then regressed to pre-1973 levels. In the motor market, structural changes with the long-term phase out of combustion engines mean we’re set on a course of ditching oil no matter what. In the short term the Gov’t appears to be losing its nerve when it comes to electricity with Liz Truss saying she’ll ditch the green levy (this will hold up, but not eradicate investment in new renewables capacity) on bills – so that’s £150 off a £5000 bill – not a transformative difference to a household but a dent in our commitment to sustainability. The best we can hope for is Gov’t policy being a short term blip as the current administration will be voted out in 2024, and be replaced by one with one determined to make the 2022 gas panic the last fossil fuel shock we ever experience.