Showing posts with label Fatih Birol. Show all posts
Showing posts with label Fatih Birol. Show all posts

Friday, 14 June 2013

Energy - 'Having your cake and eating it too' -

The usual anodyne message from the IEA.
Birol: "They should be type of policies which wouldn’t harm the economies, economic growth."

The Launch of the Redrawing the Energy-Climate Map - Presentation



IEA report shows how to stop growth in energy-related emissions by 2020 at no net economic cost


Wednesday, 12 June 2013

Global CO2 emissions increase

"We're in the midst of a worldwide great depression, and yet …
2008 set a record, which was broken in 2009
the record from 2010 was broken in 2011
the record from 2011 was broken in 2012

I think I see a pattern. Only complete collapse prevents
runaway greenhouse. And it's probably already too late for
our species."
--Guy McPherson

Carbon dioxide emissions rose 1.4 percent in 2012, IEA report says

Global emissions of carbon dioxide from energy use rose 1.4 percent to 31.6 gigatons in 2012, setting a record and putting the planet on course for temperature increases well above international climate goals, the International Energy Agency said in a report scheduled to be issued Monday.


10 June, 2013

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The agency said continuing that pace could mean a temperature increase over pre-industrial times of as much as 5.3 degrees Celsius (9 degrees Fahrenheit), which IEA chief economist Fatih Birol warned “would be a disaster for all countries.”


This puts us on a difficult and dangerous trajectory,” Birol said. “If we don’t do anything between now and 2020, it will be very difficult because there will be a lot of carbon already in the atmosphere and the energy infrastructure will be locked in.”

The energy sector accounts for more than two-thirds of greenhouse gas emissions, so “energy has a crucial role to play in tackling climate change,” the IEA said. Its report urged nations to take four steps, including aggressive energy-efficiency measures, by 2015 to keep alive any hope of limiting climate change to 2 degrees Celsius.

The United States was one of the few relatively bright spots in the report. Switches from coal to shale gas accounted for about half the nation’s 3.8 percent drop in energy-related emissions, which fell for the fourth time in the past five years, dipping to a level last seen in the 1990s. The other factors were a mild winter, declining demand for gasoline and diesel, and the increasing use of renewable energy.

Emissions also fell in Europe.

But they rose 3.8 percent in China. That was one of the slowest increases in the past decade, and half of 2011’s rate of increase. The level of carbon dioxide emissions per unit of electricity generation has fallen about 17 percent. But China remains the largest contributor of carbon dioxide into the atmosphere, with about a quarter of global emissions.

Japan’s emissions jumped 5.8 percent as the country imported and burned large amounts of liquefied natural gas and coal to compensate for the loss of electricity production from nuclear plants that have been idle since a tsunami damaged the Fukushima Daiichi nuclear complex.

Emissions also climbed in developing countries outside the Organization of Economic Cooperation and Development, especially in the oil-rich Middle East, where fuel prices are heavily subsidized.

What I believe is that climate change is slipping down in the political agenda in many countries even though the scientific evidence about climate change continues to mount,” Birol said.

The IEA mapped a way for countries and companies to contain increases in global temperatures. It urged them to implement aggressive energy-efficiency measures; limit the output of inefficient coal plants and mandate that all future coal plants be highly efficient supercritical ones; reduce the release of methane (a potent greenhouse gas) in oil and gas operations; and phase out fossil-fuel subsidies.

The agency estimated that the release of natural gas, or methane, during upstream oil and gas operations accounted for about half of all methane emissions by the oil and gas industry. Large, aging pipeline networks in Europe, Russia and the United States also account for a large amount, the IEA said.

The IEA also warned that the reductions in carbon dioxide released in the United States would be hard to duplicate because natural gas prices were unusually low in 2012 and coal might regain some market share as gas prices rise.

Notwithstanding the Fukushima accident, Birol said nuclear energy remains “a very important option to fight against climate change.” The report also urged the pursuit of carbon capture and storage methods.



Friday, 12 October 2012

China's interest in Iraq


China goes after big stake in Iraq's oil
Chinese oil companies are showing a growing interest in Iraq's oil industry, which the International Energy Agency expects to more than double production by the end of the decade to 6.1 million barrels per day.


UPI,
26 April, 2012

Beijing is widening its global hunt for mineral resources to fuel China's burgeoning economy that has largely concentrated on Africa, from where oil and raw materials can be exported directly east across the Indian Ocean.

The IEA, which made the forecast in a report issued Tuesday, estimated that by 2030 Iraq will be the second largest oil exporter after Saudi Arabia.

"If the IAE is right, Iraq's supply surge could have far-reaching consequences for the geopolitics of oil and dramatically change the balance of power within the Organization of Petroleum Exporting Countries," the Financial Times observed.

Iraq's oil production reached 2.6 million bpd in September, the highest in more than three decades.

One of the key beneficiaries of the Iraqi surge in oil flows from Iraq will be China, the IEA said.

"There's a new trade axis being formed between Baghdad and Beijing ... the B&B link," observed the agency's chief economist, Fatih Birol, and the main author of the study.

By 2020, the IEA report noted, 80 percent of Iraq's oil will be going to Asia, including 1.5 million bpd to China, rising to nearly 2 million bpd by 2035.

"In effect," the Financial Times said, "China will be replicating in Iraq what it's done in several African nations," most prominently in Angola, the Democratic Republic of Congo and South Sudan.

"The 'B&B' oil link would not only be the key for the oil market but could also force a bigger political and military involvement of China in Iraq and the broader Middle East."

Already, state-owned Chinese outfits such as PetroChina, China National Petroleum Corp. and China National Offshore Oil Corp. are either partners or operators in several major Iraqi oil fields.

With U.S. influence in the Middle East ebbing after the messy war in Iraq, and the U.S. military withdrawal in December, China and Russia have been seeking to boost their influence in the region of late, and Iraq, with its energy riches, is a magnet.

Both powers have stakes in Iraq's resurgent oil industry and are looking for more to extend their clout across the region.

These days, even the Saudis, long an important source of oil for the Americans, are shipping more oil to Asia than they are to the United States.

A significant Chinese entry into Iraq, which the IEA says could produce up to 8.3 million bpd by 2035, nudging Saudi Arabia's output of around 10 million bpd, could give Beijing immense power in the Middle East.

Further, an analysis by Citigroup released in September raised the alarming possibility that Saudi Arabia, for 60 years the world's paramount oil producer, could become a net importer by 2030 as the kingdom consumes more and more of its oil itself to meet the demands of a swelling population and economic growth, thus reducing petroleum exports.

Iraqi Prime Minister Nouri al-Maliki, increasingly irked by U.S. policy, this week signed a $4.2 billion arms deal with Moscow during a visit to Russia. That was a slap in the face for the United States, Baghdad's main arms supplier but which seems reluctant to provide Iraq with advanced weapons systems.

The Russians are also hunting for a bigger stake in Iraq's oil and gas industry and new deals could emerge before Maliki leaves Moscow.

China's encroachment into Africa has depended to a large extent of the hard cash that its state-owned corporations are able to throw around, mostly providing badly needed infrastructural projects like airports, housing, roads, rail networks and factories in return for oil and gas concessions.

And that could prove to be telling with regard to Iraq. It needs some $150 billion in investment to upgrade its long rundown energy industry infrastructure, a major stumbling block to boosting production and exports, on which postwar reconstruction depends.

And there's another catch. Iraq has still failed to approve a hydrocarbons law to regulate the industry and establish revenue-sharing rules. Until that's resolved, Birol argues, production growth will be slower.

Thursday, 9 August 2012

Peak Energy


Energy poverty across the globe
A massive power outage in India, which left millions of people without electricity last week, may have re-opened the debate on energy poverty across the globe.


7 August, 2012

Reports indicated the major outage there was caused when several grids collapsed, knocking out power in multiple areas.

Although India is often projected as a leader in the global economy, data obtained from the International Energy Agency reveals its poor account for at least a quarter of the people living in energy poverty worldwide.

Lapses in modern infrastructure, as well as denying the poor access to improvements in human and economic development are contributing factors.

A family with no electricity access suffers severe and life-changing disadvantages every day. Children being unable to do their homework once it gets dark and those who are unwell not being able to keep medicines because they don’t have a fridge are just two of many major obstacles,” Dr. Faith Birol said after the UN announced last year that 2012 would be the "International Year of Sustainable Energy for All."

Beyond, energy poverty is a major concern in many developing countries. As the numbers show, more than a billion people have no access to electricity and another 3 billion rely on solid fuels for cooking, according to the United Nations Development Program.

Renewable energy sources, or energy derived from natural processes (such as sunlight and wind) are a major solution to curbing the problem. Because they also replenish themselves faster than they are consumed, these resources are also a major fighter against climate change.

Back in 2009, leaders of the G20 in Pittsburgh urged to increase access to energy by deployment of clean, affordable energy resources to the developing world.

In response to the crisis in India, the government has initiated and implemented various policies and programmes, notably the “Power for All by 2012” initiative by the Ministry of Power, to promote modern and cleaner energy.






Thursday, 24 May 2012

Warning on global warming


Our old friend, Fatih Birol, speaks out

Door to 2 degree temperature limit is closing: IEA
By Nina Chestney and Oleg Vukmanovic; Editing by Keiron Henderson



16 May 2012

The chance of limiting the rise in global temperatures to 2 degrees Celsius this century is getting slimmer and slimmer, the head of the International Energy Agency warned on Wednesday.
"What I see now with existing investments for plants under construction … we are seeing the door for a 2 degree Celsius target about to be closed and closed forever," Fatih Birol, the IEA's chief economist, told a Reuters' Global Energy & Environment Summit.
"This door is getting slimmer and slimmer in terms of physical and economic possibility," he warned.
The IEA said last November that around 80 percent of total energy-related carbon emissions permissible by 2035 to limit warming were already accounted for by existing power plants, buildings and factories, leaving little room for more.
In 2010, countries agreed that deep emissions cuts had to be made to keep an increase in global average temperature below 2 degrees Celsius above pre-industrial levels this century.
Scientists say that crossing the threshold risks an unstable climate in which weather extremes are common but efforts so far to cut greenhouse gas emissions are not seen as sufficient to stop a rise beyond 2 degrees.
A report this month by the Club of Rome think tank said rising carbon dioxide emissions will cause a 2 degree rise by 2052 and a 2.8 degree rise by 2080, though some other estimates are more conservative.
Some countries are focusing on domestic economic pressures, which could delay climate action and add to the cost of fighting climate change in the long-run.
"One dollar not invested now in reducing C02 will cost 4.6 dollars in the next decade to achieve the same effect," Birol said.
A major reason for rising carbon dioxide emissions was fossil fuel subsidies, he added.
In 2012, $630 billion was spent on fossil fuel subsidies globally, with half of this from the Middle East and the other half from the rest of the world, Birol said.
"By contrast, in 2010, fuel subsidies totalled $400 billion. We are going backwards," he said. […]
Door to 2 degree temperature limit is closing - IEA

Thursday, 29 March 2012

Record oil bill


Global oil import bill heads for record $2 trillion
Oil consumer nations are set to pay a record $2 trillion this year for oil imports if crude prices do not fall, the International Energy Agency (IEA) said on Tuesday, undermining economic recovery..


29 March, 2012

Crude hit $128 a barrel this month, only $20 short of its 2008 peak, and is up more than 15% since January, largely because of sanctions against oil producer Iran.

"For the first time the world will pay $2 trillion of oil import bills," the IEA's chief economist Fatih Birol told Reuters.

Birol said the bill for importing nations had risen from $1.8 trillion in 2011 and $1.7 trillion in 2008.

If crude were to stay at current levels for the rest of the year - about $125 a barrel for Brent and $107 for US crude - oil import bills would cost 3.4% of GDP, up from 3.1% in 2011, Birol said.

He said the European Union was the hardest-hit of industrialised regions on oil import costs because, when converted into euros, the average EU oil price this year was running higher than in 2008.

Dollar-denominated oil costs mean European consumers pay more when the euro weakens against the dollar. The euro has fallen from $1.49 in May at its peak in 2011 to $1.33 now.

At current prices the bloc will pay $500 billion in 2012 up from $470 billion last year, Birol said. The EU also faced a 2012 gas bill of $120 billion, $20 billion higher than last year.

The cost of oil imports to the United States in an election year would reach a record $426 billion this year, up from $380 in 2011.

China would have to pay $250 billion this year, up $50 billion on 2011.

"If China's economy slows down as a result of high oil prices then it will have an impact on China but also the rest of the world," said Birol, noting that the world's second biggest oil consumer had helped pull the world out of the 2008 recession.

Japan's bill would swell to $119 billion, up from $178 billion, and India's net import costs will rise to $118 billion, up from $105 billion, Birol said.





World oil output drops amid gulf fears
Global oil supplies are being increasingly squeezed, pushing up prices, because of an Iranian threat to close the Strait of Hormuz, a strategic Persian Gulf oil artery


28 March, 2012.

A sharp drop in output by Iran, long the second-ranked producer in the Organization of Petroleum Exporting Countries, due to Western sanctions linked to Tehran's nuclear program and concerns that Saudi Arabia won't be able to pick up the slack as it promises are major factors of the price increases.

Global production has fallen by 1.2 million barrels a day in recent weeks, about the same as the volume lost during Libya's eight-month civil war in 2011.

Prices are around $125 per barrel, up 15 percent this year and near their highest level since the 2008 oil crisis and "rapidly becoming the dominant concern of government and business leaders," the Financial Times reported Friday.

"It is a reminder that -- for all the investment in renewable energy and excitement about shale gas -- the world still runs on oil, as it did in the 1970s when supply cuts caused turmoil in Western countries.

"Hitting real incomes in oil-importing countries, higher prices threaten to chip away at an already fragile global economy. They could also sway the outcome of the U.S. election," the newspaper observed.

Iran's production has been declining for years because sanctions have blocked foreign investment to upgrade rundown infrastructure. The tightening sanctions are accelerating that decline.

Iran was exporting around 2.6 million bpd in November, about 3 percent of global consumption. By June, when a European oil embargo take effect, that's expected to fall by 1 million bpd.

Analysts predict Tehran may be forced to curtail production if it can't sell its exports.

"If it does so," the Financial Times said, "output could fall to levels not seen since the end of the Iran-Iraq war in 1988."

Libya's still struggling to restore its pre-war production level of 1.6 million bpd, while Sudan's output of around 400,000 bpd has been cut off because of an escalating dispute between the oil-rich infant state of South Sudan and its former ruler Sudan.

Yemeni production has been badly hit by more than a year of deadly political upheaval and Syria's has also slumped because of a year-old uprising against President Bashar Assad.

Individually, these production cutbacks would normally have little effect on the global oil supply but taken together amid the smoldering Persian Gulf crisis, bad weather and technical problems these add up to a problem -- and these disruptions are expected to be prolonged.

Iraq's rising production level, which Baghdad pegged at 3 million bpd in February for the first time since 1979, has ameliorated the crisis somewhat.

But with the oil industry hard put to meet rising demand, and no sign of a diplomatic breakthrough over Iran's nuclear ambitions that could prevent a threatened conflict, concerns about supplies are growing.

Saudi Arabia, the world's leading producer and which has most of the world's spare production capacity, has said it will boost its output to cover production shortfalls but there are increasing concerns that Riyadh doesn't have the capability any longer to keep that promise.

The kingdom raised its output earlier this year from around 8.5 million bpd to 9.85 million bpd amid Middle Eastern shortfalls.

It has poured billions of dollars into its vast fields for years, which should on paper ensure its ability to ramp up output to 12.5 million bpd in a crisis. But industry sources say producing at anywhere near that capacity could involve extracting heavy crudes the market might not want and would be difficult to sustain.

The International Energy agency, the West's oil watchdog, warned March 14 that the global market faces a "bumpy ride" in the coming months even with OPEC production at 31.42 million bpd in February, the highest since mid-2008.

Recent events have led to a decline in OPEC's spare capacity, the traditional cushion in times of crisis.

"There is a buffer in the system but it's not as big as we'd like given the geopolitical uncertainties in the market," said IEA Oil and Industry Head David Fyfe.

But he stressed that tensions should ease off later this year as production increases in Angola, Nigeria, Libya and Iraq boost OPEC's spare capacity. Non-OPEC production is also expected to increase.

Friday, 11 November 2011

Climate change: a warning from Fatih Birol


World headed for irreversible climate change in five years, IEA warns
If fossil fuel infrastructure is not rapidly changed, the world will 'lose for ever' the chance to avoid dangerous climate change


9 November, 2011

The world is likely to build so many fossil-fuelled power stations, energy-guzzling factories and inefficient buildings in the next five years that it will become impossible to hold global warming to safe levels, and the last chance of combating dangerous climate change will be "lost for ever", according to the most thorough analysis yet of world energy infrastructure.

Anything built from now on that produces carbon will do so for decades, and this "lock-in" effect will be the single factor most likely to produce irreversible climate change, the world's foremost authority on energy economics has found. If this is not rapidly changed within the next five years, the results are likely to be disastrous.

"The door is closing," Fatih Birol, chief economist at the International Energy Agency, said. "I am very worried – if we don't change direction now on how we use energy, we will end up beyond what scientists tell us is the minimum [for safety]. The door will be closed forever."

If the world is to stay below 2C of warming, which scientists regard as the limit of safety, then emissions must be held to no more than 450 parts per million (ppm) of carbon dioxide in the atmosphere; the level is currently around 390ppm. But the world's existing infrastructure is already producing 80% of that "carbon budget", according to the IEA's analysis, published on Wednesday. This gives an ever-narrowing gap in which to reform the global economy on to a low-carbon footing.

If current trends continue, and we go on building high-carbon energy generation, then by 2015 at least 90% of the available "carbon budget" will be swallowed up by our energy and industrial infrastructure. By 2017, there will be no room for manoeuvre at all – the whole of the carbon budget will be spoken for, according to the IEA's calculations.

Birol's warning comes at a crucial moment in international negotiations on climate change, as governments gear up for the next fortnight of talks in Durban, South Africa, from late November. "If we do not have an international agreement, whose effect is put in place by 2017, then the door to [holding temperatures to 2C of warming] will be closed forever," said Birol.

But world governments are preparing to postpone a speedy conclusion to the negotiations again. Originally, the aim was to agree a successor to the 1997 Kyoto protocol, the only binding international agreement on emissions, after its current provisions expire in 2012. But after years of setbacks, an increasing number of countries – including the UK, Japan and Russia – now favour postponing the talks for several years.

Both Russia and Japan have spoken in recent weeks of aiming for an agreement in 2018 or 2020, and the UK has supported this move. Greg Barker, the UK's climate change minister, told a meeting: "We need China, the US especially, the rest of the Basic countries [Brazil, South Africa, India and China] to agree. If we can get this by 2015 we could have an agreement ready to click in by 2020." Birol said this would clearly be too late. "I think it's very important to have a sense of urgency – our analysis shows [what happens] if you do not change investment patterns, which can only happen as a result of an international agreement."

Nor is this a problem of the developing world, as some commentators have sought to frame it. In the UK, Europe and the US, there are multiple plans for new fossil-fuelled power stations that would contribute significantly to global emissions over the coming decades.
The Guardian revealed in May an IEA analysis that found emissions had risen by a record amount in 2010, despite the worst recession for 80 years. Last year, a record 30.6 gigatonnes (Gt) of carbon dioxide poured into the atmosphere from burning fossil fuels, a rise of 1.6Gt on the previous year. At the time, Birol told the Guardian that constraining global warming to moderate levels would be "only a nice utopia" unless drastic action was taken.

The new research adds to that finding, by showing in detail how current choices on building new energy and industrial infrastructure are likely to commit the world to much higher emissions for the next few decades, blowing apart hopes of containing the problem to manageable levels. The IEA's data is regarded as the gold standard in emissions and energy, and is widely regarded as one of the most conservative in outlook – making the warning all the more stark. The central problem is that most industrial infrastructure currently in existence – the fossil-fuelled power stations, the emissions-spewing factories, the inefficient transport and buildings – is already contributing to the high level of emissions, and will do so for decades. Carbon dioxide, once released, stays in the atmosphere and continues to have a warming effect for about a century, and industrial infrastructure is built to have a useful life of several decades.

Yet, despite intensifying warnings from scientists over the past two decades, the new infrastructure even now being built is constructed along the same lines as the old, which means that there is a "lock-in" effect – high-carbon infrastructure built today or in the next five years will contribute as much to the stock of emissions in the atmosphere as previous generations.

The "lock-in" effect is the single most important factor increasing the danger of runaway climate change, according to the IEA in its annual World Energy Outlook, published on Wednesday.

Climate scientists estimate that global warming of 2C above pre-industrial levels marks the limit of safety, beyond which climate change becomes catastrophic and irreversible. Though such estimates are necessarily imprecise, warming of as little as 1.5C could cause dangerous rises in sea levels and a higher risk of extreme weather – the limit of 2C is now inscribed in international accords, including the partial agreement signed at Copenhagen in 2009, by which the biggest developed and developing countries for the first time agreed to curb their greenhouse gas output.

Another factor likely to increase emissions is the decision by some governments to abandon nuclear energy, following the Fukushima disaster. "The shift away from nuclear worsens the situation," said Birol. If countries turn away from nuclear energy, the result could be an increase in emissions equivalent to the current emissions of Germany and France combined. Much more investment in renewable energy will be required to make up the gap, but how that would come about is unclear at present.

Birol also warned that China – the world's biggest emitter – would have to take on a much greater role in combating climate change. For years, Chinese officials have argued that the country's emissions per capita were much lower than those of developed countries, it was not required to take such stringent action on emissions. But the IEA's analysis found that within about four years, China's per capita emissions were likely to exceed those of the EU.
In addition, by 2035 at the latest, China's cumulative emissions since 1900 are likely to exceed those of the EU, which will further weaken Beijing's argument that developed countries should take on more of the burden of emissions reduction as they carry more of the responsibility for past emissions.

In a recent interview with the Guardian recently, China's top climate change official, Xie Zhenhua, called on developing countries to take a greater part in the talks, while insisting that developed countries must sign up to a continuation of the Kyoto protocol – something only the European Union is willing to do. His words were greeted cautiously by other participants in the talks.

Continuing its gloomy outlook, the IEA report said: "There are few signs that the urgently needed change in direction in global energy trends is under way. Although the recovery in the world economy since 2009 has been uneven, and future economic prospects remain uncertain, global primary energy demand rebounded by a remarkable 5% in 2010, pushing CO2 emissions to a new high. Subsidies that encourage wasteful consumption of fossil fuels jumped to over $400bn (£250.7bn)."

Meanwhile, an "unacceptably high" number of people – about 1.3bn – still lack access to electricity. If people are to be lifted out of poverty, this must be solved – but providing people with renewable forms of energy generation is still expensive.
Charlie Kronick of Greenpeace said: "The decisions being made by politicians today risk passing a monumental carbon debt to the next generation, one for which they will pay a very heavy price. What's seriously lacking is a global plan and the political leverage to enact it. Governments have a chance to begin to turn this around when they meet in Durban later this month for the next round of global climate talks."

One close observer of the climate talks said the $400bn subsidies devoted to fossil fuels, uncovered by the IEA, were "staggering", and the way in which these subsidies distort the market presented a massive problem in encouraging the move to renewables. He added that Birol's comments, though urgent and timely, were unlikely to galvanise China and the US – the world's two biggest emittters – into action on the international stage.

"The US can't move (owing to Republican opposition) and there's no upside for China domestically in doing so. At least China is moving up the learning curve with its deployment of renewables, but it's doing so in parallel to the hugely damaging coal-fired assets that it is unlikely to ever want (to turn off in order to) to meet climate targets in years to come."



Christiana Figueres, the UN climate chief, said the findings underlined the urgency of the climate problem, but stressed the progress made in recent years. "This is not the scenario we wanted," she said. "But making an agreement is not easy. What we are looking at is not an international environment agreement — what we are looking at is nothing other than the biggest industrial and energy revolution that has ever been seen."


For the original article with links GO HERE

Monday, 30 May 2011

Worst ever carbon emissions leave climate on the brink






This is more official bad news - again from Dr Fatih Birol of the IEA.  Straight from todays Guardian
Record rise, despite recession, means 2C target almost out of reach
Greenhouse gas emissions increased by a record amount last year, to the highest carbon output in history, putting hopes of holding global warming to safe levels all but out of reach, according to unpublished estimates from the International Energy Agency.
The shock rise means the goal of preventing a temperature rise of more than 2 degrees Celsius – which scientists say is the threshold for potentially "dangerous climate change" – is likely to be just "a nice Utopia", according to Fatih Birol, chief economist of the IEA. It also shows the most serious global recession for 80 years has had only a minimal effect on emissions, contrary to some predictions.
Last year, a record 30.6 gigatonnes of carbon dioxide poured into the atmosphere, mainly from burning fossil fuel – a rise of 1.6Gt on 2009, according to estimates from the IEA regarded as the gold standard for emissions data.
"I am very worried. This is the worst news on emissions," Birol told the Guardian. "It is becoming extremely challenging to remain below 2 degrees. The prospect is getting bleaker. That is what the numbers say."
Professor Lord Stern of the London School of Economics, the author of the influential Stern Report into the economics of climate change for the Treasury in 2006, warned that if the pattern continued, the results would be dire. "These figures indicate that [emissions] are now close to being back on a 'business as usual' path. According to the [Intergovernmental Panel on Climate Change's] projections, such a path ... would mean around a 50% chance of a rise in global average temperature of more than 4C by 2100," he said.
"Such warming would disrupt the lives and livelihoods of hundreds of millions of people across the planet, leading to widespread mass migration and conflict. That is a risk any sane person would seek to drastically reduce."
Birol said disaster could yet be averted, if governments heed the warning. "If we have bold, decisive and urgent action, very soon, we still have a chance of succeeding," he said.
The IEA has calculated that if the world is to escape the most damaging effects of global warming, annual energy-related emissions should be no more than 32Gt by 2020. If this year's emissions rise by as much as they did in 2010, that limit will be exceeded nine years ahead of schedule, making it all but impossible to hold warming to a manageable degree.
Emissions from energy fell slightly between 2008 and 2009, from 29.3Gt to 29Gt, due to the financial crisis. A small rise was predicted for 2010 as economies recovered, but the scale of the increase has shocked the IEA. "I was expecting a rebound, but not such a strong one," said Birol, who is widely regarded as one of the world's foremost experts on emissions.
John Sauven, the executive director of Greenpeace UK, said time was running out. "This news should shock the world. Yet even now politicians in each of the great powers are eyeing up extraordinary and risky ways to extract the world's last remaining reserves of fossil fuels – even from under the melting ice of the Arctic. You don't put out a fire with gasoline. It will now be up to us to stop them."
Most of the rise – about three-quarters – has come from developing countries, as rapidly emerging economies have weathered the financial crisis and the recession that has gripped most of the developed world.
But he added that, while the emissions data was bad enough news, there were other factors that made it even less likely that the world would meet its greenhouse gas targets.
• About 80% of the power stations likely to be in use in 2020 are either already built or under construction, the IEA found. Most of these are fossil fuel power stations unlikely to be taken out of service early, so they will continue to pour out carbon – possibly into the mid-century. The emissions from these stations amount to about 11.2Gt, out of a total of 13.7Gt from the electricity sector. These "locked-in" emissions mean savings must be found elsewhere.
"It means the room for manoeuvre is shrinking," warned Birol.
• Another factor that suggests emissions will continue their climb is the crisis in the nuclear power industry. Following the tsunami damage at Fukushima, Japan and Germany have called a halt to their reactor programmes, and other countries are reconsidering nuclear power.
"People may not like nuclear, but it is one of the major technologies for generating electricity without carbon dioxide," said Birol. The gap left by scaling back the world's nuclear ambitions is unlikely to be filled entirely by renewable energy, meaning an increased reliance on fossil fuels.
• Added to that, the United Nations-led negotiations on a new global treaty on climate change have stalled. "The significance of climate change in international policy debates is much less pronounced than it was a few years ago," said Birol.
He urged governments to take action urgently. "This should be a wake-up call. A chance [of staying below 2 degrees] would be if we had a legally binding international agreement or major moves on clean energy technologies, energy efficiency and other technologies."
Governments are to meet next week in Bonn for the next round of the UN talks, but little progress is expected.
Sir David King, former chief scientific adviser to the UK government, said the global emissions figures showed that the link between rising GDP and rising emissions had not been broken. "The only people who will be surprised by this are people who have not been reading the situation properly," he said.
Forthcoming research led by Sir David will show the west has only managed to reduce emissions by relying on imports from countries such as China.
Another telling message from the IEA's estimates is the relatively small effect that the recession – the worst since the 1930s – had on emissions. Initially, the agency had hoped the resulting reduction in emissions could be maintained, helping to give the world a "breathing space" and set countries on a low-carbon path. The new estimates suggest that opportunity may have been missed.