Spain and Portugal Achieve Net Zero Accidently

Analysis of the blackout in Spain and Portugal comes in EurAsia Daily article Solar generation fell, and then the Spanish power grid collapsed: details of the blackout. Excerpts in italics with my bolds and added images.

New details are emerging why a large-scale blackout occurred in Spain, which lasted more than 10 hours and hit millions of Spaniards. The statements of the operator of the country’s energy system differ from the original version of EADaily, but point to the same reason — green energy, which failed in a crisis situation.

“The first major power outage in the era of green electricity,” Bloomberg columnist Javier Blas wrote on Twitter. He published a brief transcript of the teleconference held by the operator of the Spanish power grid Red Electrica on the blackout, from which the country is still recovering.

So, Red Electrica ruled out a cyber attack or weather as a reason. The operator presented the following course of events. At 12.33 pm, the Spanish power grid experienced a loss of generation in the south-west of the country. Most likely, these were solar power plants, but the operator is not sure yet. Indeed, most of Spain’s solar generation is located in the south-west of the country.

Location and concentration of solar power plants in Spain (left).

After milliseconds, the power system self-stabilized and began to recover. However, after a second and a half, a second wave of generation power loss occurred. Representatives of the operator did not specify whether the first wave provoked the second.

Three and a half seconds later, the instability of the energy system of the Iberian Peninsula reached a level that led to a malfunction at the interconnector with France, the power supply capacity of which was then 1 GW.

Immediately after that, another power loss of green power plants hit the power grid. The operator did not specify why this happened.

Further, the cascading power drop further destabilized the Spanish power grid, forcing every remaining power plant to be disconnected from the grid — nuclear power plants, gas and hydroelectric power plants. As a result, the generation in Spain entering the network has dropped to zero. The data shows that out of 25 GW, 10 GW remained, but the operator reported that for a brief moment the power dropped to zero.

Red Electrica stated that the presented series of events is preliminary, and so far the operator cannot make a final conclusion due to a lack of data.

This information is confirmed by the data of the operator itself and the European ENTSO-E platform. The capacity of solar power plants at 12.25−12.30 amounted to 17.8 GW — 55% of the total generation in the country. And by 12.40 it had almost tripled to 6 GW. At the same time, from 11.00 the capacity of solar power plants changed dramatically and one-time fluctuations reached 700 MW.

TSO data shows the point just after 12:30 on Monday 28 April when Spain’s electricity grid collapsed. When the collapse occurred, the Spanish electrical grid had almost 80% renewable generation, 11% nuclear, and only 3% natural gas. There was practically no base generation or physical inertia to absorb the shock that was generated. Source: Red Eléctrica

The operator’s data differ from the original version of EADaily about the failure of the interconnector with France and temperature changes, but coincide with the key reason for the blackout — green energy.

The problem of solar and wind power plants is that, unlike coal and gas generation, they do not provide synchronous inertia that stabilizes the frequency in the network. And when the frequency in the network dropped, solar power plants could not compensate for the imbalance. Their operation depends on inverters, which automatically turn off when the frequency deviates from the norm, aggravating the collapse.

The electrical system obeys the laws of physics. This obvious fact was not always taken into account when politicians took measures affecting the country’s electricity generation and transport networks. In Spain, for example, over the past decade there has been a revolution in electricity generation, which has led to the fact that renewable technologies (primarily photovoltaic and wind) now occupy a large part of the energy balance,” wrote former president of Red Electrica Jordi Sevilla in El Pais.

He noted that there is a technical problem: solar and wind energy are not synchronous energy sources, while transmission and distribution networks are designed to operate only with minimal voltage in the energy they transmit. Therefore, a sudden jump in the production of renewable generation can lead to sharp voltage fluctuations in the network, which will lead to a loss of generation and, as a result, to power outages.

“Our energy system needs investments to adapt to the technical realities of the new generation, which, in turn, should also continue to improve its own technologies and storage systems. This is a requirement of the sector (and the system operator), to which the government does not listen. The PNIEC project was developed in the office with excessive messianism regarding renewable energy sources and without taking into account the technical problems associated with such a significant change in the Spanish energy balance and its compliance with the energy system,” concluded the ex—head of the Spanish energy system operator.

Meanwhile, the Spanish Prime Minister made a new statement about the blackout.

“In his third speech in 24 hours, Pedro Sanchez clearly pointed out the ‘responsibility of private operators’ for the largest power outage in the history of Spain. He did not name names because the investigation is still ongoing, but the chief executive has thus taken the first step in a huge legal and economic battle that will begin in the coming months,” El Pais writes.

As the building notes, Pedro Sanchez seeks to neutralize attempts by the People’s Party (PP) and other conservative circles to blame the blackout on renewable energy sources.

“Sanchez claims that there is nothing to indicate that this is an explanation for what happened, and even more so that nuclear energy is the solution. Other right-wing European countries are returning to nuclear power, but Sanchez and Ogesen insist on the opposite,” El Pais noted.

At the same time, Prime Minister Sanchez himself still does not completely rule out the cyberattack version, and the government turned to Incibe (Cybersecurity Institute).

“Doubts remain. The government is not sure, but Sanchez still claims that the system is one of the best in the world, and adds that the public has behaved exemplary. At the moment, the system, restored to 99%, will work according to a safe formula, and if everything goes well, the usual formula will start working tomorrow,” El Pais writes.

Javier Blas  @JavierBlas comments:
Let’s see if I understood Spanish PM:
– we should not eliminate any hypothesis, but he has unilaterally ruled out any link to renewables;
– nuclear power plants are bad;
– we should wait to expert reports, but he contradicts the preliminary findings from the experts at the grid.
As reported by EADaily, after noon on April 28, millions of Spaniards faced problems that they did not even know about. The blackout stopped trains, planes and even buses. The extinguished traffic lights provoked chaos on the roads, and the lack of electricity in stores led to the fact that bank cards were not accepted and supermarkets were closed. Mobile communications disappeared, and hospitals served only patients in critical condition. 30 thousand police officers were brought into the capital of the country to ensure order. Spain could not even imagine such a thing.

 

 

Abolishing the Climate Politico-Legal-Media Complex

Linnea Lueken describes the nullification in her Town Hall article The Savaging of the Climate Politico-Legal-Media Complex.  Excerpts in italics with my bolds and added images.

The Trump administration’s crackdown on waste and harmful
policies has given so-called “green” politics a rude awakening.
 

The administration is savaging the climate complex of lobbyists and NGOs, politically connected profiteering companies, and virtue signaling politicians bent on ending fossil fuel use. The greens are on the defensive and have yet been unable to form a cohesive response. For the good of humanity and the planet, let’s hope the disarray continues.

I almost hesitate to talk about this, lest the climate grifters in the media suddenly realize they are spending too much time focusing on tariffs and immigration and are forgetting one of the pillars of the globalist secular religion: climate alarmism. They still seem to be reeling, and it is amazing to see.

Note: The $$$ in the diagram are in 2010 $, not including consultancies and a plethora of NGOs. Likely it is today a multi-trillion dollar industry.

The Trump administration has been systematically ripping apart the politico-legal elements of what Michael Crichton once dubbed the climate “politico-legal-media” complex. This climate-focused approach to environmental extremism was meticulously constructed over the course of decades by previous Republican and Democrat administrations alike. No one else has taken the green scam to task the way Trump is.

Trump immediately rescinded Biden’s EV targets, as well as mandates for solar and wind and heat pumps. He removed the USDA’s website pages dedicated to climate change. He took an axe to Department of Energy (DOE) funding of climate-focused university research, which is still being battled in the courts (maybe this will end the apparent trend of scientists tying everything to climate just to get those grants).

Trump also got rid of the mandated use of paper straws in federal buildings, which is pretty funny.

While the climate-obsessed media were busy bleating about those insults to climate orthodoxy, DOGE tackled the climate slush fund known as USAID. USAID, it turns out, was sending billions of dollars for climate pet projects. Who knows how much of that went to overhead and graft with nothing to show in terms of mitigating climate change.

Interestingly, the extremist group Just Stop Oil closed shop shortly after cuts to USAID began. They claim it is because they have been victorious in keeping UK oil in the ground, but it is likely no coincidence that climate activists and protestors are increasingly finding themselves behind bars as the public tires of disruption and destruction and funding is drying up from governments, sometimes funneled through NGOs.

EPA Administrator Lee Zeldin also announced that the administration is considering eliminating the greenhouse gas reporting requirements for power plants, and then hit the greens with another major blow. He reiterated to Breitbart News that he intends to look at the carbon dioxide Endangerment Finding – which has been used to craft regulations based on the idea that carbon dioxide and other greenhouse gasses represent a significant threat to human health… despite the fact that they are necessary for life on Earth. This comes after Trump signed an executive order asking the EPA to review the finding. Eliminating it would undercut the basis for all climate related regulations, from restrictions on power plants, to vehicle restrictions and mandates, to appliance restrictions, and beyond.

The end of the Endangerment Finding would be a big blow against
climate alarmism and an even bigger win for freedom.

I could almost feel bad for the greens, except that they have done nothing but suck up our hard-earned cash and increase human misery in the United States and abroad by pushing suicidal and stagnating policies. They fund programs aimed at stopping poorer countries from developing their own resources. They attack farming and endorse restrictions on the kind of appliances and cars average people can buy. They push policies limiting what one can eat and how food is grown, and restrictions on electric power production, all in the name of changing future weather.

This is not to say the Trump administration is anti-environment; to the contrary, under his first term, the EPA focused heavily on streamlining the clean-up of superfund sites. Zeldin is already putting cleanups of superfunds on an accelerated timeline. Trump and his team have reiterated that they are interested in maintaining clean air and water, and preventing wildfires that Democrat policies have worsened.

Time will tell if these attacks on the climate cult will prove fatal,
but thus far it has been incredible to witness.

Oh yeah; Happy Earth Day.

 

 

 

Time to Axe the Climate-Industrial Complex

Kevin Mooney makes the urgency case in his Real Clear Energy article Celebrating American Independence With an All-Out Assault on Anti-Constitutional Climate Measures.  Excerpts in italics with my bolds and added images.

Now is the time to double down against the “Climate-Industrial Complex” with accelerated regulatory reforms that will hopefully endure beyond Donald Trump’s second term. Since day one of his new administration, the president has moved quickly to keep his promise to unleash American energy.

This means unraveling climate policies based on specious, unscientific findings that reached an apex with whatever leftist committee was in charge of the Biden White House. The American Energy Alliance, a Washington-based free market advocacy group, has put together a list of 50 Actions the Trump administration and congressional Republicans have taken to maximize America’s energy potential.

Some of the more significant items include EPA Administrator Lee Zeldin’s decision to revisit the phony 2009 Endangerment Finding that identified CO2 as a pollutant. The finding came about in the aftermath of the U.S. Supreme Court 2007 ruling in Massachusetts v EPA where the high court determined that the agency had the authority to regulate greenhouse gases under the Clean Air Act (CAA). The ruling opened the way for the Obama and Biden administrations to lock in a long list of regulations restricting American energy.

The term “Climate-Industrial Complex” is an apt description some commentators have affixed to the vast network of activist groups and unelected administrative agents who have erected an extra-constitutional fourth branch of government all in the name of climate. Only by attacking the very premise of the climate lobby’s regulatory schemes can Team Trump achieve lasting change. Overturning the Endangerment Finding is a big part of that process since it would mean yanking out the edifice of regulations that raise energy prices for consumers and limit their choices. The CO2 Coalition, which includes scientists and researchers from across the globe, has a long list of “Climate Facts” highlighting the benefits of CO2, and it’s role in sustaining life on Earth, while debunking exaggerated claims about global warming. The attack on CO2 is an attack on humanity itself.

Another component of the Trump agenda included in the AEA list is the president’s abrupt move to once again withdraw from the U.N. Paris Climate Agreement and to revoke any financial commitments to the U.S. under the United Nations Framework Convention on Climate Change (UNFCC).

Under the agreement, participating countries pledge to reduce their CO2 emissions through “nationally determined contributions” or NDCs for the ostensible purpose of reducing “global warming.” Trump has long maintained that the international climate agreement “handicaps the U.S. economy” without producing any benefits for the climate or the environment. Right from the beginning, the agreement was crafted with an eye toward constraining America’s economic and military power while giving adversaries like China a free pass. Trump instinctively knew this was case. In his first term, Trump made the critical point that he was “elected to represent the citizens of Pittsburgh, not Paris.” There’s an undeniable link between Trump’s restoration of an “America First” energy policy and the concept of “No Taxation Without Representation.” Why should U.N. bureaucrats be permitted to raise energy costs on the American people without a straight up and down vote in Congress?

Other notable actions on the AEA list include efforts to eliminate taxpayer funded subsidies for unworkable green energy, and the resumption of export permit applications for new liquefied natural gas (LNG) projects.

Tom Pyle, the AEA president, sums the early days of the Trump’s second term of very nicely in a press statement:

“President Trump has wasted no time fulfilling his promise to unleash our country’s vast resources and undo the reckless policies of his predecessor, beginning with a flurry of executive orders and spending reductions. More recently, his agencies – especially the EPA – have formalized the process of rewriting or eliminating a host of harmful regulations. Congress has also acted with haste by nullifying a host of rules using the Congressional Review Act and has begun the process of eliminating the wasteful Inflation Reduction Act subsidies through the budget and reconciliation process.”

That part about the Congressional Review Act (CRA) deserves some extra attention since the climate lobby is just as potent here domestically in California as it is within the United Nations. In fact, the CRA may be the most viable tool available to prevent Gavin Newsom, the state’s Democratic governor, and likely presidential candidate, from superimposing his climate policy goals on the rest of the country. The CRA is a law passed in the 1990s that enables Congress to overturn final rules issued by federal agencies. Members have 60 days to introduce a joint resolution disapproving of the rule after an agency’s rule is reported to Congress. On the House side, Rep. Kevin Kiley, R-CA, has taken the critical step of introducing a CRA resolution of disapproval to repeal the Biden EPA’s 11th hour move to grant California a waiver for its Advanced Clean Cars II program, which would prohibit the sale of new gas-powered cars by 2035.

Under a provision of the Clean Air Act, the EPA is authorized to establish emission standards for new motor vehicles. The agency also has latitude to grant Californiaspecial waiver to impose even more onerous regulations. That’s where the assault on consumer choice comes into play.

Other states are permitted to adopt the California standards and put gas powered cars on the path to extinction. This process is already well underway with 11 states and Washington D.C. adopting the California standards. The CRA could and should be used as a tool to reverse what is essentially a nationwide electrical vehicle mandate compliments of California. But there’s a problem.

Elizabeth MacDonough, the Senate parliamentarian, has joined with the Government Accountability Office (GAO), to make the case that the CRA should not be used to overturn the waiver because it is their view that it is an adjudicatory order, not a rule.

Pyle cuts through the legal gibberish.

“Despite misleading reports, the Congressional Review Act is crystal clear: once an agency action is submitted to Congress, it is Congress—and Congress alone—that holds the unassailable power to approve or disapprove that action,” Pyle said in a release:

“The GAO’s role is purely advisory, with no legal authority to block Congress from exercising its constitutional duty. The California waiver, which seeks to impose a nationwide electric vehicle mandate, is a prime example of why the CRA exists: to ensure that Congress retains control over regulatory actions that significantly affect the American public. It is time for Congress to step in and put a stop to California’s electric vehicle mandate. Doing so will protect consumer choice and prevent unelected agencies from dictating the future of American transportation.”

With the 250th anniversary of American independence fast approaching, there is no better way to mark that occasion than by caging the climate lobby’s administrative beast, uprooting California mandates, and restoring Congress to its proper station as a lawmaking body.

Why Must Repeal Biden’s IRA

Frank Lasee explains why Republicans Must End Democrats’ IRA Caused Inflation.  Excerpts in italics with my bolds and added images.

The Democrats passed the Orwellian named inflation Reduction Act (IRA) without a single Republican vote. They told us that it would be a $369 billion spending package. In fact, it could cost nearly $5 trillion adding to our debt.

The United States now has a $36.5 trillion national debt,
with a trillion dollars in annual interest payments.

The money for the IRA is all borrowed money. It causes more unnecessary energy spending, driving up electric rates and increasing inflation. This overspending is unsustainable and harmful to the United States; inflation is putting pressure on families’ budgets.

The subsidies in the IRA are incredible. Wind and solar get a 50 percent tax credit to build and a 30 percent subsidy for the electricity they produce. Trump and Congress need to end these subsidies. Not only for wind and solar, but for all the other supposedly green initiatives, like battery factories, electric vehicle manufacturing components, and hydrogen. We simply can’t afford it. 

This “green” borrowing is driving up our electric rates. Because wind and solar power are part-time and intermittent, they cannot provide full-time, keep the lights on all the time electricity generation. They do not replace any natural gas, coal, or nuclear power they just add costs.

It is like a household that has two on demand gas cars that serve their needs. They think they can save money with another car. Because of the 50 percent tax subsidies and propaganda they buy a solar car. 

They find that the solar car doesn’t work the first and last hour of the day, or when it is raining, or cloudy and not at night. The sun isn’t powerful enough. They learn they cannot replace any of their gas cars with the solar car.

So, they buy a wind car that only works the 30 percent of the time the wind blows. They find they can’t get home from their kids’ soccer game or from work because the wind stopped blowing.

Capacity shortfall events – or blackouts – in Southwest Power Pool (SPP) when we modeled EPA’s proposal for carbon mandates, stemming from the agency’s use of 80% or higher capacity values for solar energy.

They are now paying for four cars instead of two. This is exactly what is happening to our electric grid. We are paying for a full-time and part-time electricity production. 

To make matters worse, the way that regional transmission organizations (RTOs) pay for our electricity doesn’t allow us to realize any savings from the heavily subsidized wind and solar generation. 

The industry calls it take and pay. The most expensive form of electricity the RTO purchases is what they pay all electricity providers. This means that there is no savings from wind and solar for electric consumers, only increased costs.

Projected Business Electricity Expenses in California based on increasing commercial rates.

No other industry pays the highest bid price to all suppliers, regardless of what they bid. But that’s what they do in the electric world. We are paying higher electricity rates because of this practice.

This begs for state legislative action to correct this expensive payment scheme. 

Wind and solar further drive up the price of electricity because they require many miles of expensive transmission wires and displace full-time electric generation. Forcing it to run less than it would if they were not on the electric grid.

As natural gas and coal power plants run more part-time, every electron they sell must have a higher price to cover their costs. Their maintenance costs will only increase, too, because they were never designed to run intermittently.

Trump understands that wind and solar drive up the cost of our electricity, particularly offshore wind, which costs five times more than natural gas electricity, and are built in hurricane alley. What could go wrong? The simple answer is to stop subsidizing all electric generation with our borrowed inflation causing tax dollars. And states should end favorable regulations that require the purchase of wind and solar first. 

There are 21 House Republicans that have signed a letter saying they don’t want to repeal the IRA, even though they didn’t vote for it. Because it is fostering wasteful pretend “green” spending in their districts. Clever Democrats have the bulk of the spending going into these Republican districts in order to preserve this green slush fund.

President Trump needs to use his considerable persuasion and political muscle to end this Democrat boondoggle, which adds to our $36.5 trillion national debt.

Frank Lasee is a former Wisconsin state senator and former member of Governor Scott Walker’s administration. The district he represented had two nuclear power plants, a biomass plant and numerous wind towers. He has experience with energy, the environment, and the climate. You can read more energy and climate information at www.truthinenergyandclimate.com which Frank leads.

The Right Climate Stuff

Not everyone is aware that the scientists and engineers who made the NASA space program successful disputed the global warming/climate change narrative promoted at the agency by people like James Hansen.

After all the slogan in the NASA workplace was that of Edward Deming, and they were only convinced by the facts rather than feelings or opinions about the future.  Many of them formed the Right Climate Stuff Foundation.

In particular Walter Cunningham explained his reasoning in an article In Science, Ignorance is not Bliss. Excerpts in italics with my bolds and added images.

NASA has played a key role in one of the greatest periods of scientific progress in history. It is uniquely positioned to collect the most comprehensive data on our biosphere.   For example, recently generated NASA data enabled scientists to finally understand the Gulf Stream warming mechanism and its effect on European weather. Such data will allow us to improve our models, resulting in better seasonal forecasts.

NASA’s Aqua satellite is showing that water vapor, the dominant greenhouse gas, works to offset the effect of carbon dioxide (CO2). This information, contrary to the assumption used in all the warming models, is ignored by global warming alarmists.

Climate understanding and critical decision making require
comprehensive data about our planet’s land, sea, and atmosphere.

Without an adequate satellite system to provide such data, policy efforts and monitoring international environmental agreements are doomed to failure. Our satellite monitoring capability is being crippled by interagency wrangling and federal budget issues. As much as a third of our satellites need replacing in the next couple of years.

NASA should be at the forefront in the collection of scientific evidence and debunking the current hysteria over human-caused, or Anthropogenic Global Warming (AGW). Unfortunately, it is becoming just another agency caught up in the politics of global warming, or worse, politicized science.

Advocacy is replacing objective evaluation of data, while
scientific data is being ignored in favor of emotions and politics.

There are excellent correlations between the regular fluctuations of the Sun and the Earth’s temperature, while scientists can not find a relationship between industrial activity, energy consumption, and global temperatures. But global warming is an issue no longer being decided in the scientific arena.

Saying the Earth is warming is to state the obvious. Since the end of the ice age, the Earth’s temperature has increased approximately 16 degrees Fahrenheit and sea levels have risen a total of 300 feet. That is certain and measurable evidence of warming, but it is not evidence of AGW—human-caused warming.

We can track the temperature of the Earth back for millennia. Knowing the temperature of the Earth, past or present, is a matter of collecting data, analyzing it, and coming up with the best answer to account for the data. Collecting such data on a global basis is a NASA forte. I believe in global climate change, but there is no way that humans can influence the temperature of our planet to any measurable degree with the tools currently at their disposal. Any human contribution to global temperature change is lost in the noise of terrestrial and cosmic factors.

Our beautiful home planet has been warming and cooling for the last 4.8 billion years. Most recently, it has been warming—be it ever so slightly—but there is nothing unusual about it! The changes and rates of change in the Earth’s temperature, just since the Industrial Revolution, have occurred many times in our climatic history. While climate scientists generally agree that the Earth’s temperature is always changing, not many of them would say that humans are responsible for those changes.

None of this is to say there are not legitimate reasons to restrict emissions of any number of chemicals into the atmosphere. We should just not fool ourselves into thinking we will change the temperature of the Earth by doing so.

In a December 2007 Senate report, 400 prominent scientists signed a letter pointing out that climate change was a well-known natural phenomenon, and that adapting to it is far more sensible than attempting to prevent it. Their ranks included experts in climatology, geology, oceanography, biology, glaciology, biogeography, meteorology, economics, chemistry, mathematics, environmental sciences, engineering, physics, and paleo-climatology.

Their message: When changes are gradual, man has
an almost infinite ability to adapt and evolve.

The fearmongers of global warming base their case on the correlation between CO2 and global temperature, even though we cannot be sure which is cause and which is effect. Historically, temperature increases have preceded high CO2 levels, and there have been periods when atmospheric CO2 levels were as much as 16 times what they are now, periods characterized not by warming but by glaciation. You might have to go back half a million years to match our current level of atmospheric CO2, but you only have to go back to the Medieval Warming Period, from the 10th to the 14th Century, to find an intense global warming episode, followed immediately by the drastic cooling of the Little Ice Age. Neither of these events were caused by variations in CO2 levels.

Even though CO2 is a relatively minor constituent of “greenhouse gases,” alarmists have made it the whipping boy for global warming (probably because they know how fruitless it would be to propose controlling other principal constituents, H2O, CH4, and N2O). Since human activity does contribute a tiny portion of atmospheric CO2, they blame us for global warming.

Other inconvenient facts ignored by the activists: Carbon dioxide is a nonpolluting gas, essential for plant photosynthesis. Higher concentrations of CO2 in the atmosphere produce bigger harvests.

In spite of warnings of severe consequences from rising seas, droughts, severe weather, species extinction, and other disasters, the U.S. has not been stampeded into going along with the recommendations of the UN Panel on Climate Change (IPCC)—so far. Even though evidence supports the American position, we have begun to show signs of caving in to the alarmists.

With scientific evidence going out of style,
emotional arguments and anecdotal data are ruling the day.

The media subjects us to one frightening image of environmental nightmare after another, linking each to global warming. Journalists and activist scientists use hurricanes, wildfires, and starving polar bears to appeal to our emotions, not to our reason. They are far more concerned with anecdotal observations, such as the frozen sea ice inside the Arctic Circle, than they are with understanding why it is happening and how frequently it has occurred in the past.

After warnings that 2007 would be the hottest year on record and a record year for hurricanes, what we experienced was the coolest year since 2001 and, by some measures, the most benign hurricane season in the Northern Hemisphere in three decades.

Even though recent changes in our atmosphere are all within the bounds of the Earth’s natural variability, a growing number of people are willing to throw away trillions of dollars on fruitless solutions. Why do we allow emotional appeals and anecdotal data to shape our conclusions and influence our expenditures with the science and technology we have available at our fingertips?

The situation is complex, but the sad state of scientific literacy in America today is partially to blame for belief in AGW. When a 2006 National Science Foundation survey found 25 percent of Americans not knowing the Earth revolves around the Sun, you know that science education is at a new low and society is vulnerable to the emotional appeal of AGW.

And don’t underestimate the role of politics and political correctness.

The public debate should focus on the real cause of global temperature change and whether we can do anything about it. Is global warming a natural inevitability, or is it AGW—human caused?

The conflict over AGW has deteriorated into a religious war; a war between true believers in human-caused global warming and nonbelievers; between those who accept AGW on faith and those who consider themselves more sensible and better informed. “True believers” are beyond being interested in evidence; it is impossible to reason a person out of positions they have not been reasoned into.

It doesn’t help that NASA scientist James Hansen was one of the early alarmists claiming humans caused global warming. Hansen is a political activist who spreads fear even when NASA’s own data contradict him.

Warming in the upper atmosphere should occur before any surface warming effect, but NASA’s own data show that has not been happening. Global temperature readings—accurate to 0.1 degree Celsius—are gathered by orbiting satellites. Interestingly, in the 18 years those satellites have been recording global temperatures, they have actually shown a slight decrease in average temperatures.

Hansen is currently calling for a reduction of atmospheric CO2 by 10 percent and a moratorium on coal-fired power plants, while claiming the Bush administration is censoring him. Other so-called scientists are saying the world must bring carbon emissions to near zero to keep temperatures from rising.

In today’s politically correct environment, many are reluctant to dispute the popular wisdom; when they do, they are frequently ignored. When NASA Administrator Michael Griffin, Hansen’s boss and a distinguished scientist in his own right, attempted to draw a distinction between Hansen’s personal and political views and the science conducted by his agency, he was soon forced to back off.

It is the true believers who, when they have no facts on their side, try to silence their critics. When former NASA mathematician Ferenc Miskolczi pointed out that “greenhouse warming” may be mathematically impossible, NASA would not allow him to publish his work. Miskolczi dared to question the simplifying assumption in the warming model that the atmosphere is infinitely thick. He pointed out that when you use the correct thickness—about 65 miles—the greenhouse effect disappears! Ergo: no AGW. Miskolczi resigned in disgust and published his proof in the peer reviewed Hungarian journal Weather. [See: The Curious Case of Dr. Miskolczi]

For nearly a decade now, there has been no global warming. Even though atmospheric CO2 has continued to accumulate—up about 4 percent in the last 10 years—the global mean temperature has remained flat. That should raise obvious questions about CO2 being the cause of climate change.

Instead, AGW enthusiasts are embracing more regulation, greater government spending, and higher taxes in a futile attempt to control what is beyond our control—the Earth’s temperature. One of their political objectives, unstated of course, is the transfer of wealth from rich nations to poor nations or, as the social engineers put it, from the North to the South, which may be their real agenda.

Climate Lemmings

In the face of overwhelming evidence for natural temperature variation, proponents of AGW are resorting to a precautionary argument: “We must do something just in case we are responsible, because the consequences are too terrible if we are to blame and do nothing.” They hope to stampede government entities into committing huge amounts of money before their fraud is completely exposed—before science and truth save the day.

Politicians think they can reverse global warming by stabilizing CO2 emissions with a cockamamie scheme of “cap and trade.” A government entity would sell CO2 allocations to those industries producing it. The trillions of dollars in new taxes and devastation to the economy would be justified by claiming it will lower the temperature of the Earth. This rationalization is dependent on two assumptions: (1) that CO2 is responsible for the cause of changes in the Earth’s temperature, and (2) a warmer Earth would be bad for humanity.

The reality is that atmospheric CO2 has a minimal impact on greenhouse gases and world temperature. Water vapor is responsible for 95 percent of the greenhouse effect. CO2 contributes just 3.6 percent, with human activity responsible for only 3.2 percent of that. That is why some studies claim CO2 levels are largely irrelevant to global warming.

Without the greenhouse effect to keep our world warm, the planet would have an average temperature of minus 18 degrees Celsius. Because we do have it, the temperature is a comfortable plus 15 degrees Celsius. Based on the seasonal and geographic distribution of any projected warming, a good case can be made that a warmer average temperature would be even more beneficial for humans.

For a tiny fraction of the trillions of dollars a cap-and-trade system would eventually cost the United States, we could pay for development of clean coal, oil-shale recovery systems, and nuclear power, and have enough left over to pay for exploration of our solar system.

By law, NASA cannot involve itself in politics, but it can surely champion the role of science to inform politicians. With so many uninformed and misguided politicians ignoring the available science, NASA should fill the void. NASA is synonymous with science. Allowing our priorities to drift away from hard science is tantamount to embracing decadence. NASA will surely suffer; and politicizing science is killing it.

I do see hopeful signs that some true believers are beginning to harbor doubts about AGW. Let’s hope that NASA can focus the global warming discussion back on scientific evidence before we perpetrate an economic disaster on ourselves.

Walter Cunningham, (1932–2023) geophysicist, fighter pilot and Apollo 7 astronaut, who flew the first test flight of the Apollo Program, Apollo 7.  In 2010, Cunningham published a short book titled “Global Warming: Facts versus Faith” His editorial was published in the Houston Chronicle on August 15, 2010,  Climate change alarmists ignore scientific methods.  (When You Don’t Have the Facts, Appeal to Public Opinion).  In 2012, he and other former astronauts and NASA employees sent a letter to the agency criticizing its role advocating a high degree of certainty that man-made CO2 is a major cause of climate change while neglecting empirical evidence that calls the theory into question.

Six Good Reasons to Overturn EPA CO2 Ruling

Paul Driessen makes six strong points in his Town Hall article Reexamining the Obama Era Endangerment Finding.  Excerpts in italics with my bolds and added images.

The supposed climate cataclysm consensus is disintegrating under growing pressure from reality. Green energy subsidies, regulations and mandates are crumbling. Greenpeace has been hit with a $667-million judgment for conspiracy, defamation, trespass, and fostering arson and property destruction.

Last year’s “Buy a Tesla – save the planet” placards have been exchanged for “mostly peaceful” protests based on “Torch a Tesla – save our democracy” and infernos of toxic pollution and “carbon” emissions.

Even higher anxiety is battering climate activists from the Lee Zeldin Environmental Protection Agency’s review of EPA’s 2009 “Endangerment Finding” (EF) – the foundation and justification for restrictive Obama and Biden Era standards and regulations on permissible electricity generation, automobiles, furnaces, home appliances and much more.  Six Good Reasons to Overturn:

CO2 is the Essence of Life on Earth. Damning it as a Pollutant is absurd and ignorant.

Humans and animals exhale carbon dioxide when they breathe, combustion processes also emit CO2, and during photosynthesis plants absorb CO2 and emit oxygen. More atmospheric CO2 helps plants grow better, faster and with less water. Nearly all life on Earth depends on this process. It’s basic science.

That’s why the Clean Air Act doesn’t include carbon dioxide in its list of dangerous pollutants, along with carbon monoxide, lead, nitrogen dioxide, ground-level ozone, particulates and sulfur dioxide.

But fossil-fuel-hating activists blame CO2 for the alleged “climate crisis” – and in Massachusetts v. EPA the US Supreme Court said EPA could regulate CO2 emissions if the agency found that they “cause or contribute” to “air pollution” that may be “reasonably anticipated” to “endanger public health or welfare.”

The Obama EPA quickly determined that they did and issued an Endangerment Finding that gave the agency effective control over America’s energy, transportation, industries, furnaces and stoves– indeed, over almost every facet of our lives and living standards – to help “fundamentally transform” the nation.

In formulating its decision, EPA did no research of its own, relied heavily on GIGO computer models and outdated technical studies, dismissed the clear benefits of rising atmospheric CO2 levels, and ignored studies that didn’t support its decision. EPA even told one of its own experts (who had offered evidence and analyses contradicting official claims) that “the administration has decided to move forward [on implementing the EF] and your comments do not help the legal or policy case for this decision.”

That alone is a compelling reason for reversing the Endangerment Finding. But other realities also argue convincingly that EPA’s 2009 action should be nullified.

EPA had no authority to convert plant-fertilizing, life-giving carbon dioxide into a dangerous, health-threatening pollutant.

First, Massachusetts v. EPA has been sidelined, rendered irrelevant or effectively reversed.

West Virginia v. EPA (2022) ruled that federal agencies may not violate the “major questions doctrine,” which holds that, in the absence of clear congressional direction or authorization, agencies may not make decisions or issue regulations “of vast economic and political significance.”

The Obama EPA had no clear congressional language or authorization to declare that carbon dioxide is a pollutant that would likely “endanger public health or welfare.” The Supreme Court’s minimal guidance in Massachusetts underscores the absence of congressional intent or direction. The process EPA used in rendering its predetermined finding demonstrates how little actual science played a role. And the enormous significance and impact of the EF decision and subsequent regulations can hardly be disputed.

Similarly, the SCOTUS 2024 ruling in Loper Bright v. Raimondo overturned the court’s 1984 decision in Chevron v. NRDC and ended judicial deference to government agencies (the “Chevron doctrine”). Bureaucrats may no longer devise “reasonable interpretations” of unclear statutory language if those interpretations would significantly expand regulatory powers or inflate private sector costs.

These two decisions mean EPA had no authority to convert plant-fertilizing, life-giving carbon dioxide into a dangerous, health-threatening pollutant.

Natural Climate Forces and CO2 Benefits Were Ignored by EPA 2009 Ruling

Second, reams of post-2009 studies and analyses show that CO2 is hugely beneficial to forests, grasslands and croplands – and that CO2 and other greenhouse gases (GHGs) have not replaced the powerful, complex, interconnected natural forces that have always driven global warming, climate change, ice ages, Little Ice Ages, and extreme weather events. EPA ignored this in 2009.

Others demonstrate that there is no climate crisis, nothing unprecedented in today’s climate and weather, and nothing modern industrialized societies cannot cope with far more easily than our ancestors did.

(See Climate Change Reconsidered IICO2 Coalition studies, NOAA hurricane history, US tornado records, and studies the Trump EPA will undoubtedly consult during its EF reconsideration.)

Human Lives are Sustained by Hydrocarbon Fuels and By-Products

Third, our energy, jobs, living standards, health, welfare, national security and much more depend on fossil fuels – for energy and for pharmaceuticals, plastics and thousands of other essential products that are manufactured using petrochemical feedstocks.

Developing Nations Need and Will Use More Hydrocarbons in Any Case

Fourth, China, India and other rapidly developing nations also depend on fossil fuels – and in fact are increasing their coal and petroleum use every year – to build their industries and economies and improve their people’s health and living standards. They are not about stop doing so to appease those who insist the world faces a climate crisis. That means even eliminating coal, oil, gas and petrochemical use in the United States would have no effect on global GHG emissions.

Primary Threat to Earth Future is Losing Reliable, Affordable Energy

Finally, the primary threats to human and planetary health and welfare come not from using fossil fuels – but from eliminating them, trying to switch to “clean, green, renewable” energy, and no longer having vital petrochemical products.

As Britain and Germany have shown, switching to intermittent, weather-dependent wind and solar energy with backup power raises electricity prices to 3-4 times what average Americans currently pay. Industries cannot compete internationally, millions lose their jobs, living expenses soar, and families cannot afford to heat their homes in winter or cool them in summertime.

Thousands die unnecessarily every year from heatstroke, hypothermia, and diseases they would survive if they weren’t so hot, cold or malnourished.

In poor countries, millions die annually from indoor pollution from wood and dung fires, from spoiled food due to lack of refrigeration, from contaminated drinking water due to the absence of sanitation and treated water, and from diseases that would be cured in modern healthcare systems.

The common factor in all these deaths is the absence of reliable,
affordable energy, largely imposed by climate-focused bureaucrats
who finance only wind and solar projects in poor nations.

Wind and solar power, electric vehicle and grid-backup batteries, and associated transmission lines require metals and minerals mining and processing on unprecedented scales, power-generation facilities blanketing millions of acres of croplands and wildlife habitats, and the disposal of gigantic equipment that breaks or wears out quickly and cannot be recycled.

Reliance on wind, solar and battery power also means blackouts amid heatwaves and cold spells, cars stalled in snowstorms and hurricane evacuations – and thus still more deaths.

A slightly warmer planet with more atmospheric CO2 would be greatly beneficial for plants, wildlife and humanity. A colder planet with less carbon dioxide would significantly reduce arable croplands, growing seasons, wildlife habitats and our ability to feed humanity.

EPA’s 2009 Endangerment Finding ignored virtually all these realities.
EPA Administrator Lee Zeldin’s reexamination of that decision
must not repeat that mistake.

Fast Track to Poverty: Green Energy

At his blog, Matt Ridley explains How the Green Energy Transition Makes You Poorer.
Excerpts in italics with my bolds and added images.

Crony capitalism at work

A leaked government analysis has found that Net Zero could crash the economy, reducing GDP by a massive 10% by 2030. Yet the spectacular thing about this analysis is that it expects this to happen not if Net Zero fails—but if it succeeds. In effect, it is saying that if the government really does force us to give up petrol cars, gas boilers, foreign holidays, and beef, then there would be perfectly workable things left idle, such as cars, boilers, planes, and cows. Idling—or stranding—your assets in this way is an expensive economic disaster.

Even more intriguing was the government’s economically illiterate response to the leak. A spokesman said: “Net zero is the economic opportunity of the twenty-first century, and will deliver good jobs, economic growth and energy security as part of our Plan for Change.”

Do they really think that economic growth is the same thing
as spending money? Because it isn’t.

Imagine the government saying that it is going to require the entire population to throw out all their socks and buy new ones by next Thursday. Under the logic it espouses for Net Zero, this would result in a tremendous burst of economic growth. Think of all the jobs created in the sock industry and the shops! They would be better off. Ah, but you, the consumer, would be poorer. You would have as many socks as before but less money. This is the broken window fallacy, explained by Frédéric Bastiat nearly 200 years ago: going around breaking windows makes work for glaziers but does not create growth.

Net Zero is a project to replace an existing set of technologies with another set of technologies: power stations with wind farms, petrol cars with electric cars, gas boilers with heat pumps, plane trips in the sun with caravan trips in the rain, cows with lentils. The output from these technologies is intended to be the same: electricity, transport, holidays, food.

Suppose, for the sake of argument, that these new technologies and activities require exactly as much money to build and run as the old ones. What have you gained? Less than nothing because you have retired existing devices early, losing the latter half of their lives. It would be like replacing all the socks in your drawers long before they needed replacing but with identical socks. Does that make you richer? No, poorer.

If the new technologies are more efficient than the old ones, fine. LED light bulbs use about 90% less electricity than incandescent bulbs did. So yes, it does make sense to throw out your old bulbs before they expire, stranding those assets, to save electricity and money. Is the same true of a wind farm or a heat pump? No, they are demonstrably more expensive and less reliable at producing the same electricity than the devices they are replacing. They are worse, not better.

That’s why they need subsidies. We have spent £100 billion so far subsidising “green” energy in the past few decades, money we could have spent on something else: tax cuts, for example. So, the green energy transition has made us poorer, not richer. It has given us the most expensive electricity in the entire developed world.

It has made some people richer, for sure. Dale Vince, an eco-tycoon, has made a fortune out of building unreliable energy. So have lots of fat cats in the City of London, lots of big landowners in the Highlands of Scotland, and lots of manufacturers in China. I have lost count of the number of times wealthy people have told me I am wrong to criticise the unreliable energy industry because “my son Torquil’s fund has done rather well.”

Net Zero crony capitalism is efficient at one thing:
transferring money from poor people to rich people.

This government has forgotten that its job is not to champion the interests of producers, but consumers. So did the last government, though Kemi Badenoch’s speech on Tuesday showed a welcome return to thinking about consumers. Electricity is not an end in itself; it is a means to an end, an essential input allowing us to do the one and only thing that does, really does, represent growthachieving more output with less input.

Right now, the Net Zero transition is doing the very opposite.

\

 

Climate Crisis Talk Obscures Reality

Edward Ring writes at American Greatness Challenging the Climate Crisis Narrative.  Excerpts in italics with my bolds and added images.

The climate crisis narrative ignores real issues like
poor infrastructure and overpopulation, pushing costly policies
that hurt economies while failing to improve resilience
.

According to the United Nations, “Climate change is a global emergency that goes beyond national borders.” From the World Economic Forum, “Urgent global action must be taken to reduce emissions and safeguard human health from the multi-pronged negative impacts of climate change globally.”

From every multinational institution in the world, we hear the same message. From the World Bank, “The world is battling a perfect storm of climate, conflict, economic, and nature crises.” From the World Health Organization, “Between 2030 and 2050, climate change is expected to cause approximately 250,000 additional deaths per year from malnutrition, malaria, diarrhea, and heat.”

A major problem with all this unanimity over this “emergency” is the fact that for at least half of all people living in Western nations in 2025, the UN, WEF, WHO, and World Bank have no credibility. We don’t want to “own nothing and be happy” as our middle class is crushed. We don’t want the only politically acceptable way to maintain national economic growth to rely on population replacement. And with only the slightest numeracy, we see apocalyptic proclamations as lacking substance.

Top Ten Causes of Death Globally 2021

For example, while 250,000 “additional deaths per year” is tragic, worldwide estimates of total deaths are not quite 70 million per year. These “additional deaths” constitute a 0.36 percent increase over that baseline, just over one-third of one percent. Not even a rounding error.

Source NASA

Similarly, an alarmist prediction from NASA is that “Antarctica is losing ice mass (melting) at an average rate of about 150 billion tons per year, and Greenland is losing about 270 billion tons per year, adding to sea level rise.” Let’s unpack that a bit. A billion tons is a gigaton, equivalent in volume to one cubic kilometer. So Antarctica is losing 150 cubic kilometers of ice per year. But Antarctica has an estimated total ice mass of 30 million cubic kilometers. Which means Antarctica is losing about one twenty-thousandth of one percent of its total ice mass per year. That is well below the accuracy of measurement. It is an estimate, and the conclusion it suggests is of no significance.

One may wonder about Greenland, with “only” 2.9 million cubic kilometers of ice, melting at an estimated rate of 270 gigatons per year. But that still yields a rate of loss of less than one one-hundredth of one percent per year, which is almost certainly below the ability to actually gauge total ice mass and total annual ice loss.

What about sea level rise? Here again, basic math yields underwhelming conclusions. The total surface area of the world’s oceans is 361 million square kilometers. If you spread 420 gigatons over that surface (Greenland and Antarctica’s melting combined), you get a sea level rise of not quite 1.2 millimeters per year. This is, again, so insignificant that it is below the threshold of our ability to measure.

These fundamental facts will turn anyone willing
to do even basic fact-checking into a cynic.

What’s really going on? We get at least a glimpse of truth from the above quotation from the World Bank, where they ascribe the challenges of humanity to several causes: “climate, conflict, economic, and nature crises.” There’s value in the distinctions they make. They list “nature crisis” as distinct from “climate,” and at least explicitly, “climate” is not cited as resulting from some anthropogenically generated trend of increasing temperatures and increasingly extreme weather. They just say “climate.”

Which brings us to the point: Conflict and economic crises are far bigger sources of human misery, and we face serious environmental challenges that have little to do with climate change and more to do with how we manage our industry, our wilderness, and our natural resources. And we are face “climate” challenges even when catastrophic climate events have nothing to do with any alleged “climate crisis.”

A perfect example of how the climate “crisis” narrative is falsely applied when, in fact, the climate-related catastrophe would have happened anyway is found in the disastrous floods that devastated Pakistan in 2022. Despite the doomsday spin from PBS (etc.), these floods were not abnormal because of “climate change.” They were an abnormal catastrophe because in just 60 years, the population of that nation has grown from 45 million to 240 million people. They’ve channelized their rivers, built dense new settlements onto what were once floodplains and other marginal land, they’ve denuded their forests, which took away the capacity to absorb runoff, and they’ve paved thousands of square miles, creating impervious surfaces where water can’t percolate. Of course, a big storm made a mess. The weather didn’t change. The nation changed.

The disaster story repeats everywhere. Contrary to the narrative, the primary cause is not “climate change.” Bigger tsunamis? Maybe it’s because coastal aquifers were overdrafted, which caused land subsidence, or because previously uninhabited tidelands were settled because the population quintupled in less than two generations, and because coastal mangrove forests were destroyed, which used to attenuate big waves. What about deforestation? Perhaps because these nations have been denied the ability to develop natural gas and hydroelectric power, they’re stripping away the forests for fuel to cook their food. In some cases, they’re burning their forests to make room for biofuel plantations, in a towering display of irony and corruption.

In California, our nation’s epicenter of climate crisis fearmongering and the subsequent commercial opportunism, the emphasis on crisis instead of resilience has led to absurd policies. Instead of bringing back the timber industry to thin the state’s overgrown forests, the governor mandates exclusive sales of EVs by 2035. Instead of responsibly drilling oil in California’s ample reserves of crude, California imports 75 percent of its oil, and its economy still relies on oil for half the energy that the state consumes.

Worldwide, these mistakes multiply. Biofuel plantations consume half a million square miles in order to replace a mere two percent of transportation fuel. A mad scramble across every continent to increase mining by an order of magnitude to meet the demand for raw materials to manufacture batteries, wind turbines, and solar panels. Denial of funds for natural gas development in Africa, condemning over a billion people to ongoing energy poverty.

Simple truths are obscured by the climate crisis narrative. We need to rebuild our infrastructure for climate resilience because much of it is over a century old, at the same time as the US population has tripled. Floods and hurricanes cause more damage because there are more people, and more of them live in areas that have always been hit by floods and hurricanes.

The truths are as endless as they are repressed. We can’t possibly lift all of humanity into a middle-class lifestyle without at least doubling energy production worldwide, and we can’t possibly accomplish that while also reducing our use of coal, oil, and gas. Renewables aren’t renewable (here’s a must-read on that topic). Offshore wind is an environmental disaster, as is biofuel, as is the explosion of totally unregulated mining to feed the renewables industry. On the other hand, extreme environmental laws and regulations are harming economic growth, freedom, and, in no small irony, the innovation and investment that would give us the wealth we need to better protect the environment. And the prevailing economic, environmental, and cultural challenge in the world is not the climate but crashing birthrates among developing nations at the same time as the population of the world’s most undeveloped nations continues to explode exponentially.

We need climate resilience in order to properly protect a global population that has quadrupled to 8 billion in just the last century, spreading to every corner of the earth. That goal would be easier if once-trusted global institutions would allow for honest debate and practical infrastructure development. Instead, they continue to spew transparently misleading climate crisis propaganda, adhering to a mission that can only be described as repressive on all fronts—culturally, economically, and environmentally.

 

Climate-Obsessed Pols Blew Canada’s Opportunity

Jamie Sarkonak summarizes the bogus start to Canada Federal elections in his National Post article Liberals pledge to make Canada a superpower after years of preventing it.  Excerpts in italics with my bolds and added images.

A tattered Canadian flag is shown on top of a building in downtown Calgary on Friday, Jan. 17, 2025 where the U.S. Consulate is located. Photo by Jim Wells/Postmedia

 

Sunday’s edition of the Financial Times included the oft-made observation that Canada is brimming with potential, and the oft-made conclusion that this country would be much better off if it simply developed its God-given gifts.

The article, Unlocking Canada’s Superpower Potential by Tej Parikh, made the bullish case for this country’s future prospects: Canada is geographically huge and loaded with natural resources — on paper, at least, it has the makings of an actual global superpower.

“‘Canada absolutely has potential to be a global superpower,’  but the nation has lacked the visionary leadership and policy framework to capitalise on its advantages.”

It was, with gentle vagueness, a condemnation of the federal Liberal government and what is now being called Canada’s “lost decade”: a period of 10 years in which the current government ratcheted up onerous environmental and Indigenous-consultation requirements and, where ministerial approvals are concerned, delayed decisions, all geared at keeping undeveloped parts of Canada in their natural state.

Terms like “circular economy” and “just transition” are the Liberal synonyms for this no-growth agenda, which has delivered us a fraction of a percentage of GDP growth per capita from 2014 to the end of 2024 — a time period in which peer countries have managed double-digits.

For anyone who missed out on all the bad governance robbing Canadians of superpower prosperity, this brief video exposes the crimes against the citizenry.  For those who prefer reading, I provide below a transcript from the closed captions.

Transcript

This is Alberta the fourth largest Province and home to about 4.6 million people. It ranks third in GDP just behind Quebec and first in GDP per capita primarily off the back of oil and gas extraction. While its discovery in the first half of the 20th century has brought Canada riches, for reasons from political to economic it never reached its full potential as an energy superpower, and Canadians as a whole lose out. We’ll be diving into how its energy policies have evolved and the path it is on whether for natural gas, nuclear, hydrogen and more.

Canada has the third largest proven oil reserves and by most estimates in the top 20 in terms of natural gas reserves. It is a top 10 producer of oil and gas, meaning it is engaged in extracting processing and supplying of these resources for domestic production.

Natural Gas

For natural gas exports it is in the top six, all of which goes to the US via pipelines. To export across water requires Investments to build liquid natural gas or LNG facilities to cool the gas into a liquid state in a process called liquefaction. In 2024 the the first export terminal will finally be completed in Kitimat BC called LNG Canada with gas coming through the coastal gas tank pipeline set to complete after 5 years of construction and a price tag that jumped from 6.6 billion to 14.5 billion.

But don’t expect other facilities to be constructed anytime soon. On February 9th 2022, 2 weeks before the Russian invasion of Ukraine, the federal and Quebec governments rejected approval of an LNG plant in Saguenay that would have allowed for the export of Western Natural Gas to European markets.

They cited increased greenhouse gas emissions
and lack of social responsibility.

While most of the natural gas is located in Northern Alberta and BC in the Montney formation, there is also gas in the Atlantic provinces. However New Brunswick, Newfoundland and Labrador, and Nova Scotia have all banned the process of fracking used for shale gas development over safety fears, thereby losing out on tens of billions of economic potential. Ironically the same provinces import a lot of natural gas extracted from the US through the process of fracking, Quebec also has natural gas resources but in April 2022 banned all oil and gas extraction in the province.

This means not only are pipelines from western Canada rejected from going through Quebec, natural gas extraction and export facilities in these provinces have been rejected as well. The demand if not met by Canada will be filled by other countries that might not share the same values nor care about the environment, with the jobs, millions in royalties and taxes going elsewhere. Since 2011, of the 18 proposed LG export projects including five on the East Coast. only the Kitimat project has proceeded with the others being cancelled, blocked or abandoned.

While the US in the same time frame has built seven LG facilities, five more under construction and approved 15, enabling them to go from a net importer to a top three exporter in the world. Australia has 10 LG facilities with the majority built in the 2010s helping to satisfy energy demand from Asian countries and to help them move away from coal. Qatar too has benefited greatly from extracting its resources as European countries look for alternatives to Russian gas.

These three countries have all signed decades-long deals to supply natural gas. Yet when Japan, South Korea, and Germany showed interest in Canadian LG, the Prime Minister said, “There has never been a strong business case.” While critics point out that natural gas is a fossil fuel contributing to greenhouse gas emissions, it emits 40% less than coal and 30% less than oil.

Nuclear Energy

We can’t talk about energy policy without mentioning nuclear, because it does not emit greenhouse gases while being a reliable source of energy, not dependent on the wind blowing or the sun shining. Currently nuclear supplies 58% of Ontario’s electricity needs and 15% Nationwide with all but one of the 19 nuclear reactors. The one located outside of Ontario is in New Brunswick. No new reactors have been completed since 1993. Meanwhile coal is still used to generate 6% of Canada’s electricity needs despite the country having the third largest uranium reserves, the fuel needed for reactors.

But on September 19th 2023, Canada did reach a $3 billion deal to finance nuclear power . . .in Romania. In fairness this deal does support the export of made in Canada Candu style reactors. An industry in which historically Canada has been a leader. Any discussion should include nuclear, as one of the trends in the nuclear industry is small modular reactors or SMRs which should be easier to manufacture and transport enabling its use in remote regions.

Hydrogen

Another Trend that the federal government has prioritized in the 2023 budget relates to hydrogen. 16.4 billion has been allocated over 5 years for “clean” Technologies and “clean” hydrogen tax credits, which are subsidies for costs in setting up equipment to produce green hydrogen. When the German Chancellor Olaf Schultz arrived in Canada in August 2022 asking for LNG, Canada instead offered green hydrogen created by wind turbines generating electricity to perform electrolysis by splitting water to produce hydrogen. It is both inefficient and expensive to produce green hydrogen meaning there is little business case for it without subsidies, since more than 99% of hydrogen is currently produced using fossil fuel. While green hydrogen will likely play a role in industrial processes, such as replacing coal used in steel production or creating ammonia in fertilizer production, its role in transportation is likely negligible. Furthermore using hydroelectricity, nuclear or natural gas to create hydrogen plays into Canada’s strengths in a way that solar or wind does not, as we’ll see shortly.

Solar and Wind

A big part of Canada’s net zero emissions by 2050 plan involves solar and wind energy, yet one of the biggest beneficiaries of that shift would be China given its dominance in the Clean Energy Solution space, whether solar panels, wind turbines or EVS. From the mineral extraction to the processing, refining and Manufacturing, there is much demand for critical minerals like copper cobalt nickel lithium and Rare Earth elements chromium zinc and aluminum. China owns stakes in many mines around the world including Canadian ones extracting these minerals to control the supply chain. According to 2022 data from the International Energy Agency, their share of refining is 35% for nickel, 60% for lithium, 70% for Cobalt and a whopping 90% for Rare Earth.

This dependence on one country means the power to squeeze Supply or raise prices at any moment, which is a big reason why on August 16th 2022 the Biden Administration signed the ironically named Inflation Reduction Act which provides 369 billion of funding for clean energy projects. The intention is to not only reshore to the US but also Near shore or Friend shore to allies like Canada, Whether in mining of critical minerals to manufacturing.

Canada acted decisively a few months later in the same year to force
three Chinese companies to sell their stakes in Canadian mining companies
. . . Oh wait just kidding.

In all seriousness the country and especially Quebec can play a role in the supply chain so long as projects can be approved in a timely manner which really is the underlying theme of this video. Having these minerals also incentivizes battery and auto manufacturing companies to invest in factories, helped massively by subsidies of course. 13 billion over 10 years is what took Volkswagen to commit to a battery plant in Southern Ontario. Likewise 15 billion in subsidies was committed for a Stellantis LG battery plant in Windsor and other projects like this. That’s a lot of money with these two subsidy awards not expected to break even for 20 years according to the Parliamentary budget office. And that’s if these Legacy auto companies like Stellantis and Volkswagen will be relevant by that time.

That’s the kind of energy policy decisions made in Canada in recent times,
and why we haven’t leveraged our natural resources into Superpower.

Mark Carney’s Climate Obsession Worse than Trudeau’s

The future of Canada’s badly governed energy sector is further threatened by replacing Trudeau with Carney. Terry Newman explains in his National Post article Mark Carney’s climate obsessions will put Trudeau to shame.  Excerpts in italics with my bolds and added images.

Don’t trust his pledge to turn Canada into an energy superpower

For all of Carney’s supposed superior knowledge of the world and markets, the art of provincial negotiations and incentives for private investment in natural resources appears to have already escaped his grasp. There’s evidence to suggest this is because, at heart, Carney is likely to be a fully fledged ESG prime minister (ESG being short for environmental, social, and governance principles being imposed on business).Unfortunately, everything Carney’s said and done up until this point suggests not only that he’d fail to unite Canadian provinces to create this energy super-economy, but that’s he’s not actually interested in doing so in the first place.The Liberal party may have a new face, but Carney’s insistence on keeping an emissions cap and industrial carbon tax in place — both products of Justin Trudeau’s Liberal government — doesn’t invoke much confidence in his energy superpower plan.

Since the Liberals came to power in 2015, they implemented the Impact Assessment Act, which slowed approvals, the federal industrial carbon pricing system (2018) and the oil and gas emissions cap (slated for 2026) — all with the goal of reducing greenhouse gas emissions from the oil and gas sector to net zero by 2050.

Since 2015, many projects have been stalled or cancelled, including the Northern Gateway Pipeline (cancelled by government in 2016, citing a federal ban on tanker traffic and Indigenous opposition); the Energy East Pipeline (cancelled by the company in 2017, citing regulatory hurdles and low oil prices); Pacific NorthWest LNG (cancelled in 2017 due to market conditions and regulatory delays); the MacKenzie Valley Pipeline (cancelled in 2017 due to low gas prices and regulatory uncertainty); Énergie Saguenay LNG (cancelled in 2021, rejected by Quebec government over emissions concerns, not challenged by the federal government); Bay du Nord Offshore Oil (shelved in 2022, citing high costs and regulatory uncertainty); Teck Frontier Mine (cancelled in 2020, amid climate policy debates); and the Keystone XL Pipeline (cancelled 2021, due to failure to secure a U.S. permit and Canadian regulatory costs).

The only thing that’s changed about the Liberal party is the addition of Carney, and his record suggests that he will be driven by climate policy, at least as much as the Liberals have been, and potentially much more so. He was, not so long ago, the United Nations’ special envoy on climate action and finance and he founded and co-chaired the Glasgow Financial Alliance for Net Zero (GFANZ), resigning on Jan. 15, the day before he threw his hat into the Liberal leadership race.

These roadblocks long predate Carney’s ascension, and he has yet to explain how the Liberal government suddenly has either the ability or desire to address them.

Where’s the evidence Carney will be less stringent on energy projects and, therefore, better for the Canadian economy than his predecessor? If anything, especially given his longstanding ESG obsessions, all evidence appears to point to the contrary — that Mark Carney could be even more dedicated to strangling Canada’s resource economy than Trudeau.

Beware: Flawed Energy Assumptions Incite Delusional Scenarios

Mark P. Mills and Neil Atkinson blow the whistle on projections written in International Energy Agency’s (IEA) latest report, the World Energy Outlook.  Below is the announcement of the report findings, key exhibits and Executive summary, excerpts in italics with my bolds and added images. Link to full study at the end.

Overview

Industry players consider the International Energy Agency’s signature annual report, the World Energy Outlook, to contain highly credible analyses. However, a new critique from the National Center of Energy Analytics experts finds the IEA’s latest scenarios on future oil demand to be problematic and potentially, dangerously wrong. 

“When it comes to policy or investment planning, there is a distinction with a critical difference when it comes to what constitutes a “forecast” (what is likely to happen) versus a “scenario” (a possibility based on assumptions). The challenge is not in determining whether the scenarios are completely factual per se, but instead whether they are factually complete,” wrote the authors in their report.

The most widely reported WEO scenario is that the world will see peak oil demand by the early 2030s. NCEA co-authors Mark P. Mills and Neil Atkinson believe that this conclusion is a prima facie case; minimally, the IEA should include business as usual (BAU) scenarios, not those based on all “high cases” or unrealistic possibilities.

Mills and Atkinson pinpoint 23 flawed assumptions used in the WEO scenarios to predict future oil demand, including:

  • IEA assumes: Corporate transition policies are real and durable. NCEA counterclaim: Myriad corporations, having earlier proclaimed fealty to “energy-transition” goals, are either failing to meet such pledges or overtly rescinding them.

  • IEA assumes: Transition financing will continue to expand. NCEA counterclaim: Alternative energy projects have become more expensive and difficult to finance, and wealthy nations are increasingly reluctant to gift huge amounts of money to the faster-growing but poorer nations, many of which have governance issues.

  • IEA assumes: China’s actions will follow its pledges. NCEA counterclaim: The scale of China’s role in present and future energy and oil markets requires scenarios that model what China is doing—and will likely do—rather than what China claims or promises.
National Energy Transition Plans

  • IEA’s assumes: The oil growth in emerging markets will be low. NCEA counterclaim: The fact of low demand in some poorer regions—e.g., Africa uses roughly one-tenth the per-capita level in OECD countries—points to the potential for very high, not low, growth in those markets.

  • IEA’s assumption: Governments will stay the course on EV mandatesNCEA’s counterclaim: Recent trends in many countries and U.S. states show policymakers weakening or reducing mandates and subsidies.

Flawed Assumptions Lead to Flawed Conclusions

Listed below is a summary of the flaws in 23 (but far from all) of the assumptions used in the WEO scenarios that are relevant to guessing future oil demand. Meaningful scenarios for planning for future uncertainties should include a range of realistic inputs, not just those that are aspirational.

Assumptions about baseline factors that affect oil forecasts

  1. Assumption: STEPS is a useful baseline.
    Flaw: The baseline scenario, rather than “business as usual,” assumes a future based on countries’ Stated Policies Scenario (STEPS), which not one country is implementing in full.
  2. Corporate transition policies are real and durable.
    Flaw:  Myriad corporations, having earlier proclaimed fealty to “energy-transition” goals, are either failing to meet such pledges or overtly rescinding them.
  3. Higher economic growth is unlikely.
    Flaw: Ignoring the possibility of higher economic growth, based on historical trends and the goals of all nations, leads to scenarios that underestimate future oil demand.
  4. Transition financing will continue to expand.
    Flaw: Alternative energy projects have become more expensive and difficult to finance, and wealthy nations are increasingly reluctant to gift huge amounts of money to the faster-growing but poorer nations, many of which have governance issues.
  5. Efficiency gains and structural changes will lower global demand for energy.
    Flaw: Long-run trends show that energy-efficiency gains make energy-centric products and services more affordable and thus do not reduce, but instead generally stimulate, rising demand.
  6. Solar and wind power are 100% efficient.
    Flaw: The WEO 2024 assertion that “most renewables are considered 100% efficient” contradicts fundamental physics and is, arguably, a silly PR-centric rhetorical flourish.
  7. China’s actions will follow its pledges.
    Flaw: The scale of China’s role in present and future energy and oil markets requires scenarios that model what China is doing—and will likely do, in fact—rather than what China claims or promises.

Assumptions regarding oil’s future

  1. The oil growth in emerging markets will be low.
    Flaw:  The fact of low demand in some poorer regions—e.g., Africa uses roughly one-tenth the per-capita level in OECD countries—points to the potential for very high, not low, growth in those markets.
  2. The EV market share will accelerate.
    Flaw:  Slowing market adoption and retrenchments in automakers’ EV plans or promises are evident, calling for scenarios that model realities that could persist.
  3. Governments will stay the course on EV mandates.
    Flaw:  Recent trends in many countries and U.S. states show policymakers weakening or reducing mandates and subsidies.
  4. China’s EV “success story” leads quickly to lower oil demand.
    Flaw:  Data point to the fact that in the real world, EV sales and gasoline consumption are both rising.

Assumptions about other transportation markets

  1. There will be significant electrification of heavy-duty trucks.
    Flaw:  There is no evidence of market adoption for any fuel option that leads to far higher capital costs and enormous degradation in performance.
  2. There will be significant electrification and fuel alternatives in aviation.
    Flaw:  There are no trends showing non-oil options for even a tiny share of the aviation market, in an industry that forecasts booming demand.
  3. There will be significant electrification and fuel alternatives for ships.
    Flaw:  The only modestly significant change in oil used for global shipping comes from the use of liquefied natural gas, another (and generally more expensive) hydrocarbon.
  4. There will be a rapid decline in oil used for Middle East power generation.
    Flaw:  Despite pledges and pronouncements, the year 2024 saw continued, and even higher, use of oil for electricity generation.
  5. The growth in petrochemicals and plastics will be slow.
    Flaw:  Slower growth is anchored in recycling enthusiasms that markets are not adopting and expectations of new recycling technologies that remain expensive or unproved.
  6. All scenarios lead to peak oil demand by ~2030.
    Flaw:  A WEO core conclusion that “combing all the high cases” leads to “global peaks for oil” by ~2030 is, prima facie, not based on all “high cases” but on unrealistic scenarios.

Assumptions regarding associated industries

  1. The supply of critical minerals will meet transition goals.
    Flaw:  Myriad studies have now documented the fact of a looming shortfall in current and expected production and of the challenges in changing that status quo.
  2. Prices of critical minerals will be low.
    Flaw:  It is fanciful in the annals of economic history to imagine that record-high demands won’t lead to far higher prices for the critical minerals needed to build EVs (as well as for wind and solar hardware).
  3. China won’t exercise minerals dominance as an economic or a geopolitical tool.
    Flaw:  China has already signaled over the past year that it is willing and able to implement export controls, or pricing power on critical minerals, where it holds significant global share.
  4. Oil and gas annual investments are adequate to avoid economic disruptions.
    Flaw:  Current levels of investment are not adequate to meet demands under business-as-usual scenarios, especially when combined with likely decline rates of extant oil fields.
  5. The future decline rate from existing oil fields will continue historical trends.
    Flaw:  The much faster decline rate in output from now-significant U.S. shale fields has altered the global average decline rate, pointing to the need for increasing investments to avoid a shortfall.
  6. OPEC will be a reliable cushion to manage oil-supply disruptions.
    Flaw:  History suggests that scenarios should include alternative possibilities to relying on OPEC to provide a cushion for meeting unexpected shortfalls in production or increases in demand.

Executive Summary: Flawed Assumptions Lead to Dangerous “Forecasts”

For decades, the International Energy Agency (IEA) was the world’s gold standard for energy information and credible analyses. Following the commitment of its member governments to the 2015 Paris Agreement climate accords, the agency radically changed its mission to become a promoter of an energy transition. In 2022, the IEA’s governing board reinforced its mission to “guide countries as they build net-zero emission energy systems to comply with internationally agreed climate goals.”

The IEA’s current preoccupation with promoting an energy transition has resulted in its signature annual report, the World Energy Outlook (WEO), offering policymakers a view of future possibilities that are, at best, distorted and, at worst, dangerously wrong.

The 2024 WEO’s central conclusion, its core “outlook,” has been widely reported as a credible forecast, i.e., something likely to happen: “[T]he continued progress of transitions means that, by the end of the decade, the global economy can continue to grow without using additional amounts of oil, natural gas or coal.”

The WEO itself states that it doesn’t forecast but has scenarios—explorations or models of possibilities, and cautions: “Our scenario analysis is designed to inform decision makers as they consider options…. [N]one of the scenarios should be viewed as a forecast.” Scenarios that usefully “inform” need to be based on realistic possibilities and assumptions. But there is one foundational assumption—one that the IEA has for decades included in its scenarios and that has been banished from the WEO: the possibility of business as usual (BAU).

Instead, the WEO’s baseline scenario now assumes that nations are undertaking their specific energy-transition plans that they promised in order to comply with the 2015 Paris Agreement, i.e., “stated policies scenario” (STEPS). Yet none of the signatories to that Agreement is fully meeting its promises, and most are a long way behind schedule. Believing something that is not true is not just problematic; it meets the definition of a delusion.

It is fanciful to forecast that, over the next half-dozen years, the growth in the world’s population and economy won’t continue a two-century-long trend and lead to increased use of the fossil fuels that today supply over 80% of all energy, only slightly below the share seen 50 years ago. The data show that the global energy system is operating essentially along BAU lines and not only far off the STEPS, but even further away from the more aggressive transition aspirations that the WEO also models.

In this analysis, we focus on highlighting 23 problematic, flawed assumptions that are relevant specifically to the WEO’s oil scenarios and the widely reported “forecast” that the world will see peak oil demand by the early 2030s (see box on pp. 4-5, Flawed Assumptions Lead to Flawed Conclusions). While other scenarios about other energy sources are critical as well, oil remains a geopolitical touchstone and the single biggest source of global energy—10-fold greater than wind and solar combined. At the very least, this analysis points to the need for real-world scenarios in general and, in the case of oil, the much higher probability that demand continues to grow in the foreseeable future and, possibly, quite significantly (below, see Global Oil Demand: Future Scenarios).

Debating the intricacies in flawed assumptions about energy scenarios is no mere theoretical exercise. The IEA’s legacy reputation continues to influence not only trillions of dollars in investment decisions but also government policies with far-reaching geopolitical consequences.

Energy Delusions: Peak Oil Forecasts