The Fossil Fuel Reality Check: Here's Why “Eliminate Oil Companies” Is Easier Said Than Done

We hear it constantly: oil companies are the enemy, and the fastest path to a green future is to shut them down yesterday. Yet most of the loudest voices seem unaware of how deeply fossil fuels are woven into everyday materials and processes that even “green” technologies depend on. The uncomfortable truth, laid out clearly by energy scholar Vaclav Smil in Numbers Don’t Lie, is that while solar and wind have matured and can now be added quickly to decarbonize electricity, several massive economic sectors have no realistic non-carbon alternatives that can replace fossil fuels rapidly and at the required global scale.

Consider long-distance transportation. Jetliners run on aviation kerosene; container ships, bulk carriers, and tankers burn diesel, bunker fuel, or liquefied natural gas. There are no batteries or hydrogen systems ready to power these vessels across oceans at the scale of today’s fleet. The same fossil fuels fire the massive rotating kilns that produce more than four billion tons of cement every year and provide the coke needed to smelt more than a billion tons of primary iron in blast furnaces—the very steel used to build wind-turbine towers and monopiles.

Then there’s agriculture and manufacturing. Nearly 200 million tons of ammonia (the backbone of synthetic fertilizer that feeds roughly half the world) and about 300 million tons of plastics start with compounds derived from natural gas and crude oil. Even space heating in much of the world still runs on natural gas. These are not niche uses. They are foundational.

Smil puts the scale in perspective: displacing roughly 10 billion tons of fossil carbon annually is fundamentally different from scaling up smartphones or electric cars. The latter happened in years; the former is a multi-decade challenge. Wishful thinking can't change chemistry or physics. Pretending we can simply “ban” oil companies ignores that the steel in wind turbines, the fuel in cargo ships, the fertilizer in our fields, and the plastics in our hospitals. They all trace back to the same hydrocarbons activists want to eliminate overnight.

Energy transitions are inevitable, but they must be guided by numbers, not slogans. Understanding the full scope of fossil fuels’ roles isn’t climate denial—it’s honesty. Until we acknowledge these dependencies, we’re not solving the problem; we’re just shouting at it.

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