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Rapid scale-up of CO2 removal crucial for climate goals

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Carbon-removing technologies, such as the direct air capture offered by Climeworks (pictured) have moved to the forefront of climate discussions
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Capping global warming at liveable levels will be impossible without massively scaling up the extraction of planet-warming carbon dioxide from the atmosphere, the first global assessment of CO2 removal warned Thursday.

The persistent failure to draw down greenhouse gas emissions — nearly 60 billion tonnes a year of CO2 or its equivalent — has forced once-marginal carbon dioxide removal (CDR) options toward centre stage in climate policy, investment and research.

Across methods ranging from tree planting to factory-sized machines that suck CO2 from the air and store it underground, CDR worldwide currently captures two billion tonnes of the gas each year, according to the State of Carbon Dioxide Report.

More than 99 percent is extracted through “conventional” techniques such as restoring and expanding CO2-absorbing forests and wetlands. 

Only a tiny fraction — about 0.1 percent — is removed by “novel” technologies such as direct air capture, converting organic waste into rock-like biochar, or capturing the CO2 from plants grown and burned for fuel, more than two dozen experts concluded.

The UN’s climate science advisory body, the IPCC, has said carbon emissions must decline some 45 percent compared to 2020 levels by the end of this decade, and to net zero by mid-century, if Paris Agreement goals are to be met. 

The 2015 treaty enjoins nations to hold warming to “well below” two degrees Celsius compared to preindustrial levels. The IPCC later concluded that only the agreement’s aspirational 1.5C target could prevent severe, and potentially catastrophic, climate impacts. 

“Regardless of whether we do a little or a lot of carbon dioxide removal, we will still have to do massive reductions in greenhouse gas emissions,” report co-author Gregory Nemet, a professor at the University of Wisconsin–Madison, told AFP.

But CO2 emissions in 2022 remained at near-record levels, thrusting CDR into an even more critical role.

By the end of the century, the report calculates for the first time, CDR must extract between 450 billion and 1.1 trillion tonnes of CO2.  

The new report says that conventional, tree-planting CDR — even if emissions do drop sharply — must double by 2050 to keep the 1.5C target in play, and increase by 50 percent to hold warming under 2C.

– Scaling up massively –

Research, however, has shown that food, energy and climate needs could result in competition for land, even with efficiency gains in each sector.      

A deeply changing climate with only 1.2C of warming to date could also limit potential.

“If warming continues — and all signs say it will — then it will be even harder to maintain current levels of conventional CDR because they will be affected by droughts, storms, pests and other impacts,” said co-author Oliver Geden, a senior fellow at the German Institute for International and Security Affairs and an IPCC lead author.   

That means novel CDR methods have to pick up the slack.   

To keep warming under 2C, deployment of these nascent technologies must be ramped up 30-fold by 2030, and by more than 1,000-fold by 2100, according to the report, led by the University of Oxford.

The 1.5C target would require scaling up even faster.

“Many policymakers don’t know — and probably don’t want to know — how much keeping the 1.5C narrative alive actually depends on carbon dioxide removal,” Geden told AFP.

One novel CDR technology has attracted more attention — and money — than any other, even if it has barely put a dent in global emissions: direct air capture combined with carbon storage (DACCS).

Three quarters of the $200 million (185 million euros) invested in new CDR capacity from 2020 to 2022 went to direct air capture — a big chunk of it to Switzerland-based Climeworks. The firm announced last week the world’s first certified CO2 removal and storage on behalf of paying clients, including Microsoft and software service company Stripe. 

“All this investment is based on the assumption that direct air capture can grow from about 10,000 tonnes today to a billion tonnes by 2050” — a 100,000-fold increase, said Nemet.

That rate of growth is not necessarily out of reach, he said.

In earlier research, Nemet compiled a database of 135 technologies that emerged over the last century, looking at how quickly they scaled up.

The growth rate for solar panels has been about 30 percent a year over 30 years, he found.

“Direct air capture needs to be more than 40 percent for the next 30 years,” he said. “It’s a huge challenge, but it’s not unprecedented.”

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ByteDance says ‘no plans’ to sell TikTok after US ban law

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A new US law requires TikTok to sever all ties with its Chinese parent ByteDance or face a ban in the United States
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Chinese tech giant ByteDance has said it has no plans to sell TikTok after a new US law put it on a deadline to divest from the hugely popular video platform or have it banned in the United States.

US lawmakers set the nine-month deadline on national security grounds, alleging that TikTok can be used by the Chinese government for espionage and propaganda as long as it is owned by ByteDance.

The Information, a tech-focused US news site, reported that ByteDance was looking at scenarios for selling TikTok without the powerful secret algorithm that recommends videos to its more than one billion users around the world.

ByteDance denied it was considering a sale.

“Foreign media reports about ByteDance exploring the sale of TikTok are untrue,” the company posted Thursday on Toutiao, a Chinese-language platform it owns.

“ByteDance does not have any plans to sell TikTok.”

TikTok has been a political and diplomatic hot potato for years, first finding itself in the crosshairs of former president Donald Trump’s administration, which tried unsuccessfully to ban it.

It has forcefully denied any link to the Chinese government, and said it has not and will not share US user data with Beijing.

TikTok says it has also spent around $1.5 billion on “Project Texas”, under which US user data would be stored in the United States.

Its critics say the data is only part of the problem, and that the TikTok recommendation algorithm — the “secret sauce” for its success — must also be disconnected from ByteDance.

TikTok CEO Shou Zi Chew has said the company will take the fight against the new law to the courts, but some experts believe that for the US Supreme Court, national security considerations could outweigh free speech protection.

– Bullish investors –

The estimated valuations of TikTok are in the tens of billions of dollars, and any forced sale would present major complications.

Among those with deep enough pockets, US tech giants such as Instagram-parent Meta or Google would likely be blocked from buying the app over competition concerns.

Further, many investors consider TikTok’s recommendation algorithm to be its most valuable feature.

But any sale of such technology by a Chinese company would require approval from Beijing, which designated such algorithms as protected technology following Trump’s attempt to ban TikTok in 2020.

Beijing has so far vocally opposed any forced sale of TikTok, saying it will take all necessary measures to protect Chinese companies.

While TikTok is a global phenomenon, it represents a small fraction of ByteDance’s revenue, according to analysts and investors. 

ByteDance has enjoyed explosive growth in recent years, becoming one of the most valuable companies in the world. Its international investors, including US firms General Atlantic and SIG as well as Japan’s SoftBank, have stakes worth billions.

“TikTok US is a very small part of the overall business. It is an exciting part of the story, for sure, but… relative to the overall size, it’s a very small part,” ByteDance investor Mitchell Green, of US-based Lead Edge Capital, told CNBC television last month.

“If it was kicked out of the US, we would not sell.”

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Five things we learned at the China Auto Show

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The consumer tech giant is the latest entrant to China's cut-throat EV market, with its new SU7 model the star of the show
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One of China’s largest auto shows kicked off in Beijing on Thursday, with electric vehicle makers keen to show off their latest designs and high-tech accessories to consumers in the fiercely competitive market.

Here are the key developments from Auto China’s first day of action:

– Xiaomi –

The consumer tech giant is the latest entrant to China’s cut-throat EV market, with its new SU7 model the star of the show.

Less than one month after its launch, almost 76,000 pre-orders have been placed, Xiaomi said, an accumulation of orders that will take months to deliver given its current production capacity.

Xiaomi boss Lei Jun was swarmed at Auto China on Thursday by legions of loyal fans, eager to follow the entrepreneur’s every move around the convention complex.

– XPeng –

Among car giant Tesla’s main rivals in the Chinese market is XPeng, which announced plans to begin large-scale deployment of AI-assisted driving in its vehicles in May.

“The AI learns the driver’s habits and can then imitate their driving” and enhance security, company boss He Xiaopeng told an audience while presenting the X9, a seven-seater “so spacious it can accommodate five bicycles in its trunk”.

– CATL –

Also present at the show was Chinese battery giant CATL, founded in 2011 in the eastern city of Ningde and now the undisputed global leader in EV batteries.

Its factories produce more than a third of car batteries sold worldwide and are equipped in models from a long line of foreign manufacturers including Mercedes, BMW, VW, Tesla, Toyota, Honda and Hyundai.

Responding Thursday to one of the main criticisms of EVs — long charging times that restrict mobility — CATL announced a remedy: “Shenxing Plus”, an ultra-fast battery pack that the firm says earns one kilometre (0.62 miles) in range for every second of charging.

– Nio –

In contrast to much of the EV industry, Chinese automaker Nio focuses on battery-swap technology rather than recharging individual vehicles.

The Shanghai-based firm founded 10 years ago said Thursday it had accumulated nearly 2,500 battery swapping points across China.

Nio also presented its ET7, a sedan model the firm claims has a range of 1,000 kilometres.

– Tencent-Toyota alliance –

Japanese auto-making juggernaut Toyota also announced Thursday that it would join hands with Chinese tech and gaming giant Tencent in AI, a bid to capitalise on local consumers’ increasing appetite for advanced smart car features.

The cooperation will apply to Toyota vehicles sold in China, said Toyota, which like other foreign manufacturers, has struggled to keep up in the ultra-competitive market as the industry shifts to electric.

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US to give Micron $6.1 bn for American chip factories

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US lawmakers have approved billions of dollars to support the onshoring of semiconductor production
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Micron is set to receive up to $6.1 billion in grants from the US government to help build its semiconductor plants in New York and Idaho, the White House said Thursday.

The award, to be announced by President Joe Biden as he travels to Syracuse, New York, is the latest in a series of efforts by Washington to bring semiconductor production back to the country.

The United States has been working to ensure its lead in the chip industry, especially with regards to the development of artificial intelligence — both on national security grounds and in the face of competition with China.

The investment will help Micron “bring back leading-edge memory chip manufacturing to the United States for the first time in 20 years,” Chuck Schumer of New York, the Senate majority leader, told reporters.

The $6.1 billion in direct funding comes under the CHIPS and Science Act, a major package of funding and tax incentives passed by Congress in 2022 to boost research and US semiconductor production.

The White House said the funds will go to supporting construction of two facilities in Clay, New York, and one in Boise, Idaho, where Micron is headquartered.

The US Commerce Department will also make up to $7.5 billion in proposed loans available under a preliminary deal.

Micron is set to invest up to $125 billion across both states over the next two decades “to build a leading-edge memory manufacturing ecosystem,” according to the White House.

The US chipmaker’s total investment is due to create more than 70,000 jobs, including 20,000 direct construction and manufacturing roles.

– Supply chain shocks –

While semiconductors were invented in the United States, the White House noted that the country makes just around 10 percent of the world’s chips now — and “none of the most advanced ones.”

Micron CEO Sanjay Mehrotra called the step a “historic moment” for US semiconductor manufacturing, saying its US investments will “create many high-tech jobs.”

“Leading-edge memory chips are foundational to all advanced technologies,” said Commerce Secretary Gina Raimondo.

She added that returning the development and production of advanced memory semiconductor technology to the country is “crucial for safeguarding our leadership on artificial intelligence and protecting our economic and national security.”

Chips are needed in powering everything from smartphones to fighter jets, and are increasingly in demand by automakers, especially for electric vehicles.

But the global chip industry is dominated by just a few firms, including TSMC in Taiwan and California-based Nvidia.

The United States is dependent on Asia for chip production, making it vulnerable to supply chain shocks, such as during the Covid-19 pandemic or in the event of a major geopolitical crisis.

“We’re already seeing AI revolutionize our world and grow at an unprecedented pace,” said Schumer. 

“We cannot, cannot have these chips made overseas, especially by competitors like China. We cannot have them be the only supplier,” he added.

Apart from the grants to Micron, Biden is also expected to announce four new “workforce hubs” in the Upstate New York region, the state of Michigan, as well as the cities of Philadelphia and Milwaukee.

According to senior government officials, such hubs are a way to spur more commitments from employers and educational institutions.

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