

THIS is why we need green energy, fossil fuel infrastructure is far too brittle.
There is actually a report that does a deep dive into some of these details:
https://www.iea.org/reports/energy-technology-perspectives-2024
Warning, this is a svelte 400-page report!
I was mentioning this because of the content of Chapter 5 & 6.
In summary, in Chapter 5 the case is made that the global supply chains for the renewables economy require an order of magnitude more shipping because most of the resources are very material intensive. For example, we will need much more dry bulk ocean freighters to transport ore, metals, coal and so on.
In Chapter 6 on the strategic considerations, it turns out that multiple new shipping lane chokepoints will be created, many of them in socially unstable and dangerous areas. In some of these areas huge ships will be passing through 100s of times a day. The location of these chokepoints shifts dramatically from the fossil fuel paradigm.
The report concludes that the “just in time” fossil fuel markets are more susceptible to short term disturbances, but the post-carbon economy will be vastly more reliant on massive massive transport supply chains with lots of lower density materials. Where already installed energy systems are not disturbed in the short term, the supply chain will be exponentially more vulnerable to shocks and there are much larger attack surfaces.
The report analyses 10 marine shipping chokepoints starting at page 385. In the charts that follow, you can see how a lot of petro shipping passes through one or more chokepoints, but the cleantech will have 3X more chance of the shipping supply chain passing through chokepoints. Solar, EVs, batteries and heat pumps are the tech that is particularly vulnerable to passing through these chokepoints.
Whenever a shipping lane is disrupted, ships have to take longer journeys to bypass the issues, and longer voyage times has the same effect as reducing the total amount of ships available globally. It also raises costs and creates domino effects in supply chains.
In summary, the cleantech economy is a massive increase in supply chain complexity. I really don’t think most people understand how much low density material will need to be moved around the globe in the future. Cleantech is a much more intense global industrial supply chain.

















People have looked at the numbers here for what fertilizer contributes:
https://ourworldindata.org/how-many-people-does-synthetic-fertilizer-feed
A ballpark estimate is that around 40% of all food comes from the fossil fertilizers. This is derived from tracing the nitrogen in food proteins back to the source inputs.
Of course, you can also go through the carbon side of the food chain and there are lots of energies being spent throughout the system…
We are currently exceeding the planetary boundary for nitrogen, about 63% of our fertilizer use would need to go down in order to preserve the global ecosystem. The fertilizers are so excessive that they are killing the natural ecosystems.
https://www.nature.com/articles/s41586-022-05158-2
Its hard to see how we can use only 1/3 of the fertilizer rates and still make enough food.
Last time I looked the fertilizers were consuming only around 4% of annual global methane production, so 'peak oil ’ will hit for tractors, combines, refrigerated storage, transportation and other aspects (diesel fuel, electrical power) before we don’t have enough methane to make fertilizers.