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.

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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

 

Greenpeace Punished for Pipeline Vandalism, Look Out Dark Money Agitators

In his Clash Daily report, Wes Walker connects the dots concerning domestic terrorism after the South Dakota jury verdict Why ENORMOUS Judgment Against Greenpeace Should Have Dem Dark Money In A Cold Sweat.  Excerpts in italics with my bolds and added images.

Outsourcing your malicious behavior is no longer
a get-out-of-consequences-free card

This should be especially bad news for any of the dark-money groups that have quietly been ramping up violence against politically expedient targets — say, Tesla, for example.

What could a North Dakota jury judgment handed down against Greenpeace over a pipeline have to do with dark money politics-for-hire across the country? Quite a lot, actually.

At issue were the pipeline protests in North Dakota like the one where environmental activists cared so DAMNED much about the land that it took a state of emergency and the Army Corps of Engineers to avert an environmental catastrophe:

“Warm temperatures have accelerated snowmelt in the area of the Oceti Sakowin protest camp … Due to these conditions, the governor’s emergency order addresses safety concerns to human life as anyone in the floodplain is at risk for possible injury or death,” said the statement.

However, “the order also addresses the need to protect the Missouri River from the waste that will flow into the Cannonball River and Lake Oahe if the camp is not cleared and the cleanup expedited,” the statement read.

…Just how much waste and trash did the environmentally conscious DAPL protesters leave? “Local and federal officials estimate there’s enough trash and debris in the camp to fill about 2,500 pickup trucks,” reported AP.

Not surprisingly, months-long protests are chosen because they can cause both damage and harm, depending on the group, the tactics, and their intent.

The owner and operator of the pipeline, who lost an enormous contract as a result of their actions, took the protesters to court. They suffered serious financial harm and those who caused it should bear the responsibility for making them whole. Modern notions of protest notwithstanding, that’s how the court system was designed.

When they took to court Greenpeace and the Red Warrior Camp
(who the plaintiff claimed was their proxy)
on exactly this principle, the jury agreed.

After two days of deliberation, the New York Times reported, the jury returned the verdict. Energy Transfer, the owner and operator of the pipeline, filed the lawsuit in North Dakota state court against Greenpeace and Red Warrior Camp, which Energy Transfer claimed was a front for Greenpeace, and three individuals.

The lawsuit alleges that Greenpeace had engaged in a misinformation campaign with mass emails falsely claiming that the Dakota Access Pipeline would cross the sovereign land of the Standing Rock Sioux Tribe. In court filings, Energy Transfer claimed protesters engaged in a campaign of “militant direct action,” including trespassing on the company’s property, vandalizing construction equipment, and assaulting employees and contractors. —JustTheNews

This comes at a very bad time for violent leftwing activists. For years, the establishment left has been somewhere between indifferent to, or even happy to see violence on the streets, so long as that violence aligns with causes on the political left.

You never hear the kind of breathless language the establishment left uses when describing, for example ‘the Proud Boys’ when they describe, say, Antifa, BLM, Jayne’s Revenge (violent abortion activists), Palestinian Protesters, trans extremists, or (now) anti-Tesla crowds embracing forms of violence ranging from rioting on the streets, storming a building and threatening a young woman inside it, holding universities hostage, or vandalizing/firebombing Christian pro-life institutions, threatening churches, or most recently attacking anyone or anything with a Tesla connection.

The one thing so many of these movements including the current organized attacks against Tesla — have in common is copious amounts of financial backing. Efforts like what we have seen in DOGE, not to mention an FBI interested in prosecuting such crimes instead of helping them raise bail money — will be a game-changer on the investigation side of this problem.

AG Bondi, and those working with her have made it clear that investigating these fire bombings (and the SWAT-ings) will be treating the use of incendiary devices under statutes listing such actions as a federal crime punishable by up to 20 years in prison.

If the logic of this Greenpeace case is extended to culpability of the Dark Money orgs who have been using third-party agitator groups as arm’s-length shock troops for hire that give them a plausible deniability…

… this North Dakota ruling may set a precedent that says otherwise. One that other groups who have been harmed by political activism over the last number of years might play ‘follow the money’ with in seeking the redress of their harms.

Elon seems to think the breadcrumbs for a lot of the dark money issues will take us back to familiar names like ‘Act Blue’ or ‘Arabella Advisors’. If the early clues at DOGE, and the mayhem unfolding at Act Blue are any indicator, he could be on to something there.

It would take some imaginative thinking to come up with deterrents to a purely mercenary cause-of-the-day agitator group than the twin prongs of drying up the money supply and dropping the perpetrators in a hole where they can be completely forgotten about by society for a decade or two.

And if the feds draw the same inference with criminal culpability
that the jury in North Dakota just did?

Those media establishment types who were publicly giddy about Biden’s use of RICO statutes to take down Trump will soon be choking on their words and looking to bury records of their public statements cheering the Trump team prosecutions.

Low Energy-IQ Politicians, Be Gone!

Power Density Physics Trump Energy Politics

A plethora of insane energy policy proposals are touted by clueless politicians, including the recent Democrat candidate for US President.  So all talking heads need reminding of some basics of immutable energy physics.  This post is in service of restoring understanding of fundamentals that cannot be waved away.

The Key to Energy IQ

This brief video provides a key concept in order to think rationally about calls to change society’s energy platform.  Below is a transcript from the closed captions along with some of the video images and others added. We know what the future of American energy will look like. Solar panels, drawing limitless energy from the sun. Wind turbines harnessing the bounty of nature to power our homes and businesses.  A nation effortlessly meeting all of its energy needs with minimal impact on the environment. We have the motivation, we have the technology. There’s only one problem: the physics. The history of America is, in many ways, the history of energy. The steam power that revolutionized travel and the shipping of goods. The coal that fueled the railroads and the industrial revolution. The petroleum that helped birth the age of the automobile. And now, if we only have the will, a new era of renewable energy. Except … it’s a little more complicated than that. It’s not really a matter of will, at least not primarily. There are powerful scientific and economic constraints on where we get our power from. An energy source has to be reliable; you have to know that the lights will go on when you flip the switch. An energy source needs to be affordable–because when energy is expensive…everything else gets more expensive too. And, if you want something to be society’s dominant energy source, it needs to be scalable, able to provide enough power for a whole nation. Those are all incredibly important considerations, which is one of the reasons it’s so weird that one of the most important concepts we have for judging them … is a thing that most people have never heard of. Ladies and gentlemen, welcome to the exciting world of…power density. Look, no one said scientists were gonna be great at branding. Put simply, power density is just how much stuff it takes to get your energy; how much land or other physical resources. And we measure it by how many watts you can get per square meter, or liter, or kilogram – which, if you’re like us…probably means nothing to you. So let’s put this in tangible terms. Just about the worst energy source America has by the standards of power density are biofuels, things like corn-based ethanol. Biofuels only provide less than 3% of America’s energy needs–and yet, because of the amount of corn that has to be grown to produce it … they require more land than every other energy source in the country combined. Lots of resources going in, not much energy coming out–which means they’re never going to be able to be a serious fuel source. Now, that’s an extreme example, but once you start to see the world in these terms, you start to realize why our choice of energy sources isn’t arbitrary. Coal, for example, is still America’s second largest source of electricity, despite the fact that it’s the dirtiest and most carbon-intensive way to produce it. Why do we still use so much of it? Well, because it’s significantly more affordable…in part because it’s way less resource-intensive. An energy source like offshore wind, for example, is so dependent on materials like copper and zinc that it would require six times as many mineral resources to produce the same amount of power as coal. And by the way, getting all those minerals out of the ground…itself requires lots and lots of energy. Now, the good news is that America has actually been cutting way down on its use of coal in recent years, thanks largely to technological breakthroughs that brought us cheap natural gas as a replacement. And because natural gas emits way less carbon than coal, that reduced our carbon emissions from electricity generation by more than 30%. In fact, the government reports that switching over to natural gas did more than twice as much to cut carbon emissions as renewables did in recent years. Why did natural gas progress so much faster than renewables? It wasn’t an accident. Energy is a little like money: You have to spend it to make it. To get usable natural gas, for example, you’ve first got to drill a well, process and transport the gas, build a power plant, and generate the electricity. But the question is how much energy are you getting back for your investment? With natural gas, you get about 30 times as much power out of the system as you put into creating it.  By contrast, with something like solar power, you only get about 3 1/2 times as much power back.

Replacing the now closed Indian Point nuclear power plant would require covering all of Albany County NY with wind mills.

Hard to fuel an entire country that way. And everywhere you look, you see similarly eye-popping numbers. To replace the energy produced by just one oil well in the Permian Basin of Texas–and there are thousands of those–you’d need to build 10 windmills, each about 330 feet high. To meet just 10% of the country’s electricity needs, you’d have to build a wind farm the size of the state of New Hampshire. To get the same amount of power produced by one typical nuclear reactor, you’d need over three million solar panels, none of which means, by the way, that we shouldn’t be using renewables as a part of our energy future. But it does mean that the dream of using only renewables is going to remain a dream, at least given the constraints of current technology. We simply don’t know how to do it while still providing the amount of energy that everyday life requires. No energy source is ever going to painlessly solve all our problems. It’s always a compromise – which is why it’s so important for us to focus on the best outcomes that are achievable, because otherwise, New Hampshire’s gonna look like this.
Addendum from Michael J. Kelly
Energy return on investment (EROI) The debate over decarbonization has focused on technical feasibility and economics. There is one emerging measure that comes closely back to the engineering and the thermodynamics of energy production. The energy return on (energy) investment is a measure of the useful energy produced by a particular power plant divided by the energy needed to build, operate, maintain, and decommission the plant. This is a concept that owes its origin to animal ecology: a cheetah must get more energy from consuming his prey than expended on catching it, otherwise it will die. If the animal is to breed and nurture the next generation then the ratio of energy obtained from energy expended has to be higher, depending on the details of energy expenditure on these other activities. Weißbach et al. have analysed the EROI for a number of forms of energy production and their principal conclusion is that nuclear, hydro-, and gas- and coal-fired power stations have an EROI that is much greater than wind, solar photovoltaic (PV), concentrated solar power in a desert or cultivated biomass: see Fig. 2. In human terms, with an EROI of 1, we can mine fuel and look at it—we have no energy left over. To get a society that can feed itself and provide a basic educational system we need an EROI of our base-load fuel to be in excess of 5, and for a society with international travel and high culture we need EROI greater than 10. The new renewable energies do not reach this last level when the extra energy costs of overcoming intermittency are added in. In energy terms the current generation of renewable energy technologies alone will not enable a civilized modern society to continue!
On Energy Transitions
Postscript

McKitrick: New PM Carney Tried for Years to Defund Canada

Mark Carney, governor of the Bank of England (BOE), reacts during a news conference at the United Nations COP21 climate summit at Le Bourget in Paris, France, on Friday, Dec. 4, 2015. Photo by Chris Ratcliffe/Bloomberg

Ross McKitrick writes at National Post Carney to lead Canada after trying for years to defund it.  Excerpts in italics with my bolds and added images.

The soon-to-be prime minister’s plan for net-zero banking
would have devastated the country

Conservative leader Pierre Poilievre is very concerned about financial conflicts of interest that new Liberal leader (and our next prime minister) Mark Carney may be hiding. But I’m far more concerned about the one out in the open: Carney is now supposed to act for the good of the country after lobbying to defund and drive out of existence Canada’s oil and gas companies, steel companies, car companies and any other sector dependent on fossil fuels. He’s done this through the Glasgow Financial Alliance for Net Zero (GFANZ), which he founded in 2021.

Carney is a climate zealot. He may try to fool Canadians into thinking he wants new pipelines, liquified natural gas (LNG) terminals and other hydrocarbon infrastructure, but he doesn’t. Far from it. He wants half the existing ones gone by 2030 and the rest soon after.

He has said so, repeatedly and emphatically. He believes that the world “must achieve about a 50 per cent reduction in emissions by 2030” and “rapidly scale climate solutions to provide cleaner, more affordable, and more reliable replacements for unabated fossil fuels.” (By “unabated” he means usage without full carbon capture, which in practice is virtually all cases.) And since societies don’t seem keen on doing this, Carney created GFANZ to pressure banks, insurance companies and investment firms to cut off financing for recalcitrant firms.

“This transition to net zero requires companies across the whole economy to change behaviors through application of innovative technologies and new ways of doing business” he wrote in 2022 with his GFANZ co-chairs, using bureaucratic euphemisms to make his radical agenda somehow seem normal.

The GFANZ plan they articulated that year put companies into four categories. Those selling green technologies or engaged in work that displaces fossil fuels would be rewarded with financing from member institutions. Those still using fossil fuels, or have investments in others that do, but are committed to being “climate leaders” and have set a path to net-zero, would also still be eligible for financing, as would those that do business with “high-emitting firms” but plan to reach net-zero targets on approved timelines. Companies that own or invest in high-emitting assets, however, would operate under a “managed phaseout” regime and could even be cut off from investment capital.

What are “high-emitting assets”? Carney’s group hasn’t released a complete list, but a June 2022 report listed some examples: coal mines, fossil-fuel power stations, oil fields, gas pipelines, steel mills, ships, cement plants and consumer gasoline-powered vehicles. GFANZ envisions a future in which the finance sector either severs all connections to such assets or puts them under a “managed phaseout” regime, which means exactly what it sounds like.

So when Carney jokingly suggested it won’t matter if his climate plan drives up costs for steel mills because people don’t buy steel, he could have added that there likely won’t be any steel mills before long anyway. If his work as prime minister echoes his work as GFANZ chair, we can expect steel mills to be phased out, along with cars, gas-fired power plants, pipelines, oil wells and so forth.

Mark Carney, former Co-Chair of GFANZ, accompanied by (from left) Ravi Menon, Loh Boon Chye, and Yuki Yasui, at the Singapore Exchange, for the GFANZ announcement on the formation of its Asia-Pacific (APAC) Network.

GFANZ boasts at length about its members strong-arming clients into embracing net-zero. For instance, it extols British insurance multinational Aviva for its climate engagement escalation program: “Aviva is prepared to send a message to all companies through voting actions when those companies do not have adequate climate plans or do not act quickly enough.”

To support these coercive goals, Carney’s lobbying helped secure a requirement in Canada for banks, life insurance companies, trust and loan companies and others to develop and file reports disclosing their “climate transition risk,” set out by the federal Office of the Superintendent of Financial Institutions (OSFI).

The rule, Guideline B-15 on Climate Risk Management, was initially published in 2023 and requires federally regulated financial institutions (other than foreign bank branches) to conduct extensive and costly research into their holdings to determine whether value may be at risk from future climate policies. The vagueness and potential liabilities created by this menacing set of expectations could push Canada’s largest investment firms to eventually decide it’s easier to divest altogether from fossil fuel and heavy industry sectors, furthering Carney’s ultimate goal.

Yet Carney will become prime minister just when Canadians face a trade crisis that requires the construction of new coastal energy infrastructure to ensure our fossil fuel commodities can be exported without going through the United States. He has said he would take emergency measures to support “energy projects,” but I assume he means windmills and solar panels. He has not (to my knowledge) said he supports pipelines, LNG terminals, fracking wells or new refineries. Unless he disowns everything he has said for years, we must assume he doesn’t.

Canadian journalists should insist he clear this up. Ask Carney if he supports the repeal of OSFI’s Climate Risk Management guideline. Show Carney his GFANZ report. Ask him, “Do you still endorse the contents of this document?” If he says yes, ask him how we can build new pipelines and LNG terminals, expand our oil and gas sector, run our electricity grid using Canadian natural gas, heat our homes and put gasoline in our cars if banks are to phase out these activities.

If he tries to claim he no longer endorses it,
ask him when he changed his mind,
and why we should believe him now.

The media must not allow Carney to be evasive or ambiguous on these matters. We don’t have time for a bait-and-switch prime minister. If Carney still believes the rhetoric he published through GFANZ, he should say so openly, so Canadians can assess whether he really is the right man to address our current crisis.

2025 The Poisonous Tree of Climate Change

Now that Trump’s EPA is determined to reconsider its past GHG Endangerment Finding, it’s important to understand how we got here.  First of all there was the EPA’s theory basis for the finding:

The 3 Lines of Evidence can all be challenged by scientific studies since the 2009 ruling.  The temperature records have been adjusted over time and the validity of the measurements are uncertain.  The issues with climate models give many reasons to regard them as unfit for policy making.  And the claim that rising CO2 caused rising Global Average Surface Temperature (GAST) is dubious, both on grounds that CO2 Infrared activity declines with higher levels, and that temperature changes precede CO2 changes on all time scales from last month’s observations to ice core proxies spanning millennia.

Thus all the arrows claiming causal relations are flawed.  The rise of atmospheric CO2 is mostly nature’s response to warming, rather than the other way around. And the earth warming since the Little Ice Age (LIA) is a welcome recovery from the coldest period in the last 10,000 years.  Claims of extreme weather  and rising sea levels ignore that such events are ordinary in earth history.  And the health warnings are contrived in attributing them to barely noticeable warming temperatures.

Background on the Legal Precedents

This post was triggered by noticing an event some years ago.  Serial valve turner Ken Ward was granted a new trial by the Washington State Court of Appeals, and he was allowed to present a “necessity defense.”  This astonishingly bad ruling is reported approvingly by Kelsey Skaggs at Pacific Standard Why the Necessity Defense is Critical to the Climate Struggle. Excerpt below with my bolds.

A climate activist who was convicted after turning off an oil pipeline won the right in April to argue in a new trial that his actions were justified. The Washington State Court of Appeals ruled that Ken Ward will be permitted to explain to a jury that, while he did illegally stop the flow of tar sands oil from Canada into the United States, his action was necessary to slow catastrophic climate change.

The Skaggs article goes on to cloak energy vandalism with the history of civil disobedience against actual mistreatment and harm.  Nowhere is it recognized that the brouhaha over climate change concerns future imaginary harm.  How could lawyers and judges get this so wrong?  It can only happen when an erroneous legal precedent can be cited to spread a poison in the public square.  So I went searching for the tree producing all of this poisonous fruit. The full text of the April 8, 2019, ruling is here.

A paper at Stanford Law School (where else?) provides a good history of the necessity defense as related to climate change activism The Climate Necessity Defense: Proof and Judicial Error in Climate Protest Cases Excerpts in italics with my bolds.

My perusal of the text led me to the section where the merits are presented.

The typical climate necessity argument is straightforward. The ongoing effects of climate change are not only imminent, they are currently occurring; civil disobedience has been proven to contribute to the mitigation of these harms, and our political and legal systems have proven uniquely ill-equipped to deal with the climate crisis, thus creating the necessity of breaking the law to address it. As opposed to many classic political necessity defendants, such as anti-nuclear power protesters, climate activists can point to the existing (rather than speculative) nature of the targeted harm and can make a more compelling case that their protest activity (for example, blocking fossil fuel extraction) actually prevents some quantum of harm produced by global warming. pg.78

What?  On what evidence is such confidence based?  Later on (page 80), comes this:

Second, courts’ focus on the politics of climate change distracts from the scientific issues involved in climate necessity cases. There may well be political disagreement over the realities and effects of climate change, but there is little scientific disagreement, as the Supreme Court has noted.131

131 Massachusetts v. E.P.A., 549 U.S. 497, 499 (2007) (“The harms associated with climate change are serious and well recognized . . . [T]he relevant science and a strong consensus among qualified experts indicate that global warming threatens, inter alia, a precipitate rise in sea levels by the end of the century, severe and irreversible changes to natural ecosystems, a significant reduction in water storage in winter snowpack in mountainous regions with direct and important economic consequences, and an increase in the spread of disease and the ferocity of weather events.”).

The roots of this poisonous tree are found in citing the famous Massachusetts v. E.P.A. (2007) case decided by a 5-4 opinion of Supreme Court justices (consensus rate: 56%).  But let’s see in what context lies that reference and whether it is a quotation from a source or an issue addressed by the court.  The majority opinion was written by Justice Stevens, with dissenting opinions from Chief Justice Roberts and Justice Scalia.  All these documents are available at sureme.justia.com Massachusetts v. EPA, 549 U.S. 497 (2007)

From the Majority Opinion:

A well-documented rise in global temperatures has coincided with a significant increase in the concentration of carbon dioxide in the atmosphere. Respected scientists believe the two trends are related. For when carbon dioxide is released into the atmosphere, it acts like the ceiling of a greenhouse, trapping solar energy and retarding the escape of reflected heat. It is therefore a species—the most important species—of a “greenhouse gas.” Source: National Research Council:

National Research Council 2001 report titled Climate Change: An Analysis of Some Key Questions (NRC Report), which, drawing heavily on the 1995 IPCC report, concluded that “[g]reenhouse gases are accumulating in Earth’s atmosphere as a result of human activities, causing surface air temperatures and subsurface ocean temperatures to rise. Temperatures are, in fact, rising.” NRC Report 1.

Calling global warming “the most pressing environmental challenge of our time,”[Footnote 1] a group of States,[Footnote 2] local governments,[Footnote 3] and private organizations,[Footnote 4] alleged in a petition for certiorari that the Environmental Protection Agency (EPA) has abdicated its responsibility under the Clean Air Act to regulate the emissions of four greenhouse gases, including carbon dioxide.  Specifically, petitioners asked us to answer two questions concerning the meaning of §202(a)(1) of the Act: whether EPA has the statutory authority to regulate greenhouse gas emissions from new motor vehicles; and if so, whether its stated reasons for refusing to do so are consistent with the statute.

EPA reasoned that climate change had its own “political history”: Congress designed the original Clean Air Act to address local air pollutants rather than a substance that “is fairly consistent in its concentration throughout the world’s atmosphere,” 68 Fed. Reg. 52927 (emphasis added); declined in 1990 to enact proposed amendments to force EPA to set carbon dioxide emission standards for motor vehicles, ibid. (citing H. R. 5966, 101st Cong., 2d Sess. (1990)); and addressed global climate change in other legislation, 68 Fed. Reg. 52927. Because of this political history, and because imposing emission limitations on greenhouse gases would have even greater economic and political repercussions than regulating tobacco, EPA was persuaded that it lacked the power to do so. Id., at 52928. In essence, EPA concluded that climate change was so important that unless Congress spoke with exacting specificity, it could not have meant the agency to address it.

Having reached that conclusion, EPA believed it followed that greenhouse gases cannot be “air pollutants” within the meaning of the Act. See ibid. (“It follows from this conclusion, that [greenhouse gases], as such, are not air pollutants under the [Clean Air Act’s] regulatory provisions …”).

Even assuming that it had authority over greenhouse gases, EPA explained in detail why it would refuse to exercise that authority. The agency began by recognizing that the concentration of greenhouse gases has dramatically increased as a result of human activities, and acknowledged the attendant increase in global surface air temperatures. Id., at 52930. EPA nevertheless gave controlling importance to the NRC Report’s statement that a causal link between the two “ ‘cannot be unequivocally established.’ ” Ibid. (quoting NRC Report 17). Given that residual uncertainty, EPA concluded that regulating greenhouse gas emissions would be unwise. 68 Fed. Reg. 52930.

The harms associated with climate change are serious and well recognized. Indeed, the NRC Report itself—which EPA regards as an “objective and independent assessment of the relevant science,” 68 Fed. Reg. 52930—identifies a number of environmental changes that have already inflicted significant harms, including “the global retreat of mountain glaciers, reduction in snow-cover extent, the earlier spring melting of rivers and lakes, [and] the accelerated rate of rise of sea levels during the 20th century relative to the past few thousand years … .” NRC Report 16.

In sum—at least according to petitioners’ uncontested affidavits—the rise in sea levels associated with global warming has already harmed and will continue to harm Massachusetts. The risk of catastrophic harm, though remote, is nevertheless real. That risk would be reduced to some extent if petitioners received the relief they seek. We therefore hold that petitioners have standing to challenge the EPA’s denial of their rulemaking petition.[Footnote 24]

In short, EPA has offered no reasoned explanation for its refusal to decide whether greenhouse gases cause or contribute to climate change. Its action was therefore “arbitrary, capricious, … or otherwise not in accordance with law.” 42 U. S. C. §7607(d)(9)(A). We need not and do not reach the question whether on remand EPA must make an endangerment finding, or whether policy concerns can inform EPA’s actions in the event that it makes such a finding. Cf. Chevron U. S. A. Inc. v. Natural Resources Defense Council, Inc., 467 U. S. 837, 843–844 (1984). We hold only that EPA must ground its reasons for action or inaction in the statute.

My Comment: Note that the citations of scientific proof were uncontested assertions by petitioners.  Note also that the majority did not rule that EPA must make an endangerment finding:  “We hold only that EPA must ground its reasons for action or inaction in the statute.”

From the Minority Dissenting Opinion

It is not at all clear how the Court’s “special solicitude” for Massachusetts plays out in the standing analysis, except as an implicit concession that petitioners cannot establish standing on traditional terms. But the status of Massachusetts as a State cannot compensate for petitioners’ failure to demonstrate injury in fact, causation, and redressability.

When the Court actually applies the three-part test, it focuses, as did the dissent below, see 415 F. 3d 50, 64 (CADC 2005) (opinion of Tatel, J.), on the State’s asserted loss of coastal land as the injury in fact. If petitioners rely on loss of land as the Article III injury, however, they must ground the rest of the standing analysis in that specific injury. That alleged injury must be “concrete and particularized,” Defenders of Wildlife, 504 U. S., at 560, and “distinct and palpable,” Allen, 468 U. S., at 751 (internal quotation marks omitted). Central to this concept of “particularized” injury is the requirement that a plaintiff be affected in a “personal and individual way,” Defenders of Wildlife, 504 U. S., at 560, n. 1, and seek relief that “directly and tangibly benefits him” in a manner distinct from its impact on “the public at large,” id., at 573–574. Without “particularized injury, there can be no confidence of ‘a real need to exercise the power of judicial review’ or that relief can be framed ‘no broader than required by the precise facts to which the court’s ruling would be applied.’ ” Warth v. Seldin, 422 U. S. 490, 508 (1975) (quoting Schlesinger v. Reservists Comm. to Stop the War, 418 U. S. 208, 221–222 (1974)).

The very concept of global warming seems inconsistent with this particularization requirement. Global warming is a phenomenon “harmful to humanity at large,” 415 F. 3d, at 60 (Sentelle, J., dissenting in part and concurring in judgment), and the redress petitioners seek is focused no more on them than on the public generally—it is literally to change the atmosphere around the world.

If petitioners’ particularized injury is loss of coastal land, it is also that injury that must be “actual or imminent, not conjectural or hypothetical,” Defenders of Wildlife, supra, at 560 (internal quotation marks omitted), “real and immediate,” Los Angeles v. Lyons, 461 U. S. 95, 102 (1983) (internal quotation marks omitted), and “certainly impending,” Whitmore v. Arkansas, 495 U. S. 149, 158 (1990) (internal quotation marks omitted).

As to “actual” injury, the Court observes that “global sea levels rose somewhere between 10 and 20 centimeters over the 20th century as a result of global warming” and that “[t]hese rising seas have already begun to swallow Massachusetts’ coastal land.” Ante, at 19. But none of petitioners’ declarations supports that connection. One declaration states that “a rise in sea level due to climate change is occurring on the coast of Massachusetts, in the metropolitan Boston area,” but there is no elaboration. Petitioners’ Standing Appendix in No. 03–1361, etc. (CADC), p. 196 (Stdg. App.). And the declarant goes on to identify a “significan[t]” non-global-warming cause of Boston’s rising sea level: land subsidence. Id., at 197; see also id., at 216. Thus, aside from a single conclusory statement, there is nothing in petitioners’ 43 standing declarations and accompanying exhibits to support an inference of actual loss of Massachusetts coastal land from 20th century global sea level increases. It is pure conjecture.

The Court ignores the complexities of global warming, and does so by now disregarding the “particularized” injury it relied on in step one, and using the dire nature of global warming itself as a bootstrap for finding causation and redressability.

Petitioners are never able to trace their alleged injuries back through this complex web to the fractional amount of global emissions that might have been limited with EPA standards. In light of the bit-part domestic new motor vehicle greenhouse gas emissions have played in what petitioners describe as a 150-year global phenomenon, and the myriad additional factors bearing on petitioners’ alleged injury—the loss of Massachusetts coastal land—the connection is far too speculative to establish causation.

From Justice Scalia’s Dissenting Opinion

Even on the Court’s own terms, however, the same conclusion follows. As mentioned above, the Court gives EPA the option of determining that the science is too uncertain to allow it to form a “judgment” as to whether greenhouse gases endanger public welfare. Attached to this option (on what basis is unclear) is an essay requirement: “If,” the Court says, “the scientific uncertainty is so profound that it precludes EPA from making a reasoned judgment as to whether greenhouse gases contribute to global warming, EPA must say so.” Ante, at 31. But EPA has said precisely that—and at great length, based on information contained in a 2001 report by the National Research Council (NRC) entitled Climate Change Science:

“As the NRC noted in its report, concentrations of [greenhouse gases (GHGs)] are increasing in the atmosphere as a result of human activities (pp. 9–12). It also noted that ‘[a] diverse array of evidence points to a warming of global surface air temperatures’ (p. 16). The report goes on to state, however, that ‘[b]ecause of the large and still uncertain level of natural variability inherent in the climate record and the uncertainties in the time histories of the various forcing agents (and particularly aerosols), a [causal] linkage between the buildup of greenhouse gases in the atmosphere and the observed climate changes during the 20th century cannot be unequivocally established. The fact that the magnitude of the observed warming is large in comparison to natural variability as simulated in climate models is suggestive of such a linkage, but it does not constitute proof of one because the model simulations could be deficient in natural variability on the decadal to century time scale’ (p. 17).

“The NRC also observed that ‘there is considerable uncertainty in current understanding of how the climate system varies naturally and reacts to emissions of [GHGs] and aerosols’ (p. 1). As a result of that uncertainty, the NRC cautioned that ‘current estimate of the magnitude of future warming should be regarded as tentative and subject to future adjustments (either upward or downward).’ Id. It further advised that ‘[r]educing the wide range of uncertainty inherent in current model predictions of global climate change will require major advances in understanding and modeling of both (1) the factors that determine atmospheric concentrations of [GHGs] and aerosols and (2) the so-called “feedbacks” that determine the sensitivity of the climate system to a prescribed increase in [GHGs].’ Id.

“The science of climate change is extraordinarily complex and still evolving. Although there have been substantial advances in climate change science, there continue to be important uncertainties in our understanding of the factors that may affect future climate change and how it should be addressed. As the NRC explained, predicting future climate change necessarily involves a complex web of economic and physical factors including: Our ability to predict future global anthropogenic emissions of GHGs and aerosols; the fate of these emissions once they enter the atmosphere (e.g., what percentage are absorbed by vegetation or are taken up by the oceans); the impact of those emissions that remain in the atmosphere on the radiative properties of the atmosphere; changes in critically important climate feedbacks (e.g., changes in cloud cover and ocean circulation); changes in temperature characteristics (e.g., average temperatures, shifts in daytime and evening temperatures); changes in other climatic parameters (e.g., shifts in precipitation, storms); and ultimately the impact of such changes on human health and welfare (e.g., increases or decreases in agricultural productivity, human health impacts). The NRC noted, in particular, that ‘[t]he understanding of the relationships between weather/climate and human health is in its infancy and therefore the health consequences of climate change are poorly understood’ (p. 20). Substantial scientific uncertainties limit our ability to assess each of these factors and to separate out those changes resulting from natural variability from those that are directly the result of increases in anthropogenic GHGs.

“Reducing the wide range of uncertainty inherent in current model predictions will require major advances in understanding and modeling of the factors that determine atmospheric concentrations of greenhouse gases and aerosols, and the processes that determine the sensitivity of the climate system.” 68 Fed. Reg. 52930.

I simply cannot conceive of what else the Court would like EPA to say.

Conclusion

Justice Scalia laid the axe to the roots of this poisonous tree.  Even the scientific source document relied on by the majority admits that claims of man made warming are conjecture without certain evidence.  This case does not prove CAGW despite it being repeatedly cited as though it did.

2025 The Legal Landscape Has Shifted For EPA

But much has changed in the legal landscape in recent years that will give opponents to Zeldin’s effort an uphill battle to fight. First is the changed make-up of the Supreme Court. When the Massachusetts v. EPA case was decided in 2007, the Court was evenly divided, consisting of four conservatives, four liberals, and Anthony Kennedy, a moderate who served as the Court’s “swing vote” in many major decisions. Kennedy was the deciding vote in that case, siding with the four liberal justices.

But conservatives hold an overwhelming 6-3 majority on today’s Supreme Court. While Chief Justice John Roberts and Associate Justice Amy Coney Barrett have occasionally sided with the Court’s three liberal justices in a handful of decisions, there is little reason to think that would happen in a reconsideration of the Massachusetts v. EPA case. That seems especially true for Justice Roberts, who wrote the dissenting opinion in the 2007 decision.

The Supreme Court’s 2024 decision in the Loper Bright Industries v. EPA case could present another major challenge for Zeldin’s opponents to overcome. In a 6-3 decision in that case, the Court reversed the longstanding Chevron Deference legal doctrine.

As I wrote at the time, [w]hen established in 1984 in a unanimous, 6-0 decision written by Justice John Paul Stevens, Chevron instructed federal courts to defer to the judgment of legal counsel for the regulatory agencies when such regulations were challenged via litigation. Since that time, agencies focused on extending their authority well outside the original intents of the governing statutes have relied on the doctrine to ensure they will not be overturned.

The existence of the Chevron deference has worked to ensure the judiciary branch of government has also been largely paralyzed to act decisively to review and overrule elements of the Biden agenda whenever the EPA, Bureau of Land Management or other agencies impose regulations that may lie outside the scope and intent of the governing statutes. In effect, this doctrine has served as a key enabler of the massive growth of what has come to be known as the US administrative state.

The question now becomes whether the current Supreme Court with its strong conservative majority will uphold its reasoning in Massachusetts v. EPA in the absence of the Chevron Deference.

The Bottom Line For Zeldin And EPA

Opponents of the expansion of EPA air regulations by the Obama and Biden presidencies have long contended that the underpinnings for those actions – Massachusetts v. EPA and the 2009 endangerment finding – were a classic legal house of cards that would ultimately come falling down when the politics and makeup of the Supreme Court shifted.

Trump and Zeldin are betting that both factors are now in favor of these major actions at EPA. Only time, and an array of major court battles to come, will tell.  [Source: David Blackmon at Forbes]

Footnote:  

Taking the sea level rise projected by Sea Change Boston, and through the magic of CAI (Computer-Aided Imagining), we can compare to tidal gauge observations at Boston:

 

 

Minefield to Defuse EPA GHG Endangerment Finding

When first using this image, I was noting how naive were politicians (the Brits, for example) to legislate future CO2 emissions reductions, opening themselves up to lawsuits and legal constraints on policy decisions.  Now the same advice applies to the Trump administration targeting the root of the poisonous tree of climate alarmism.  First the lay of the land from EPA Director Zeldin, in italics with my bolds:

Trump EPA Kicks Off Formal Reconsideration of Endangerment Finding with Agency Partners

EPA Press Office (press@epa.gov)

WASHINGTON – U.S. Environmental Protection Agency (EPA) Administrator Lee Zeldin announced the agency will be kicking off a formal reconsideration of the 2009 Endangerment Finding in collaboration with the Office of Management and Budget (OMB) and other relevant agencies. EPA also intends to reconsider all of its prior regulations and actions that rely on the Endangerment Finding.

Administrator Zeldin: “After 16 years, EPA will formally reconsider the Endangerment Finding.”  “The Trump Administration will not sacrifice national prosperity, energy security, and the freedom of our people for an agenda that throttles our industries, our mobility, and our consumer choice while benefiting adversaries overseas. We will follow the science, the law, and common sense wherever it leads, and we will do so while advancing our commitment towards helping to deliver cleaner, healthier, and safer air, land, and water.”

White House OMB Director Russ Vought: “EPA’s regulation of the climate affects the entire national economy—jobs, wages, and family budgets. It’s long overdue to look at the impacts on our people of the underlying Obama endangerment finding.” 

Secretary of the Interior Doug Burgum: “The United States produces energy smarter, cleaner, and safer than anywhere else in the world. To achieve President Trump’s vision for energy dominance, we are prioritizing innovation over regulation to attain an affordable, reliable, clean, and secure energy future for all Americans.”

Energy Secretary Chris Wright:  “The 2009 Endangerment finding has had an enormously negative impact on the lives of the American people. For more than 15 years, the U.S. government used the finding to pursue an onslaught of costly regulations – raising prices and reducing reliability and choice on everything from vehicles to electricity and more. It’s past time the United States ensures the basis for issuing environmental regulations follows the science and betters human lives.”

Transportation Secretary Duffy:  “Thanks to President Trump’s leadership and the hard work of Administrator Zeldin, we are taking another important step toward ushering in a golden age of transportation. The American people voted for a government that prioritizes affordable, safe travel and lets them choose the vehicles they drive. Today we are delivering on that promise, and this will allow the DOT to accelerate its work on new vehicle fuel economy standards that will lower car prices and no longer force Americans to purchase electric vehicles they don’t want.” 

Office of Information and Regulatory Affairs Administrator Jeff Clark:  “Since 2009, I’ve consistently argued that the endangerment finding required a consideration of downstream costs imposed on both mobile sources like cars and stationary sources like factories. Under the enlightened leadership of President Trump and Administrator Zeldin, the time for fresh thought has finally arrived.”

In President Trump’s Day One Executive Order, “Unleashing American Energy,” he gave the EPA Administrator a 30-day deadline to submit recommendations on the legality and continuing applicability of the 2009 Endangerment Finding. After submitting these recommendations, EPA can now announce its intent to reconsider the 2009 Endangerment Finding.

When EPA made the Endangerment Finding in 2009, the agency did not consider any aspect of the regulations that would flow from it. EPA’s view then was that the Finding itself did not impose any costs, and that EPA could not consider future costs when making the Finding. EPA has subsequently relied on the Endangerment Finding as part of its justification for seven vehicle regulations with an aggregate cost of more than one trillion dollars, according to figures in EPA’s own regulatory impact analyses. The Endangerment Finding has also played a significant role in EPA’s justification of regulations of other sources beyond cars and trucks.  

Congress tasked EPA under Section 202 of the Clean Air Act with regulating new motor vehicles when the Administrator determines that emissions of an air pollutant endanger public health and welfare. But the Endangerment Finding went about this task in what appears to be a flawed and unorthodox way. Contrary to popular belief, the Endangerment Finding did not directly find that carbon dioxide emissions from U.S. cars endanger public welfare. Instead, the Finding looks at a combination of emissions of six different gases—and cars don’t even emit all six. It then creatively added multiple leaps, arguing that the combined six gases contribute some mysterious amount above zero to climate change and that climate change creates some mysterious amount of endangerment above zero to public health. These mental leaps were the only way the Obama-Biden Administration could come to its preferred conclusion, even if it did not stick to the letter of the Clean Air Act.  

The Endangerment Finding acknowledges and identifies significant uncertainties in the science and assumptions used to justify the decision. In the 16 years since EPA issued the Endangerment Finding, the world has seen major developments in innovative technologies, science, economics, and mitigation. EPA has never before asked for public comment on the implications these developments have had on the Endangerment Finding, but now it will as part of the reconsideration process it intends to undertake. Additionally, major Supreme Court decisions in the intervening years, including Loper Bright Enterprises v. Raimondo, West Virginia v. EPA, Michigan v. EPA, and Utility Air Regulatory Group v. EPA, have provided new guidance on how the agency should interpret statutes to discern Congressional intent and ensure that its regulations follow the law.  

As part of this reconsideration process, EPA will leverage the expertise of the White House Budget Office, including the Office of Information and Regulatory Affairs, White House Office of Science and Technology Policy, National Oceanic and Atmospheric Administration, and other relevant agencies.  

It is in the best interest of the American people for EPA to ensure that any finding and regulations are based on the strongest scientific and legal foundation. The reconsideration of the Endangerment Finding and EPA’s regulations that have relied on it furthers this interest. The agency cannot prejudge the outcome of this reconsideration or of any future rulemaking. EPA will follow the Administrative Procedure Act and Clean Air Act, as applicable, in a transparent way for the betterment of the American people and the fulfillment of the rule of law.

This was announced in conjunction with a number of historic actions to advance President Trump’s Day One executive orders and Power the Great American Comeback. Combined, these announcements represent the greatest and most consequential day of deregulation in the history of the United States. The overhaul of the Endangerment Finding along with other massive rules represents the death of the Green New Scam and drives a dagger straight into the heart of the climate change religion. While accomplishing EPA’s core mission of protecting the environment, the agency is committed to fulfilling President Trump’s promise to unleash American energy, lower costs for Americans, revitalize the American auto industry, restore the rule of law, and give power back to states to make their own decisions.

Objections from the usual suspects

“This decision ignores science and the law,” David Doniger, senior strategist and attorney for climate and energy at the Natural Resources Defense Council, said in a statement. “Abdicating EPA’s clear legal duty to curb climate-changing pollution only makes sense if you consider who would benefit: the oil, coal, and gas magnates who handed the president millions of dollars in campaign contributions.”

Vickie Patton, the Environmental Defense Fund’s general counsel, said any move to undo the finding “would be reckless, unlawful, and ignore EPA’s fundamental responsibility to protect Americans from destructive climate pollution. We will vigorously oppose it.”

“They don’t have a winning hand. Having the power to do this doesn’t tell you anything about whether or not what they’re doing makes sense on the merits,” said Joseph Goffman, who ran EPA’s air office during the Biden administration. “They’ve got nothing on the merits.”

Michael Mann, a climate scientist at the University of Pennsylvania dismissed the EPA’s action as “just the latest form of Republican climate denial. They can no longer deny climate change is happening, so instead they’re pretending it’s not a threat, despite the overwhelming scientific evidence that it is, perhaps, the greatest threat that we face today.”

The Pathways and the Risks

Shuting Pomerleau gives insight into activists worries and the possibilities:  Is EPA’s Endangerment Finding at Risk?

If EPA’s endangerment finding is rescinded, it may not have any material impact on the agency’s legal basis for issuing future climate regulations on GHG emissions, since the IRA amended the CAA to grant explicit authority to the agency. Nevertheless, repealing the endangerment finding would likely create chaos and uncertainty for U.S. climate policy.

First, rescinding the endangerment finding would make it much easier for the Trump Administration to repeal the existing EPA GHG emissions regulations because the original legal basis for this authority would no longer exist. Under the Obama and Biden Administrations, EPA has issued several sector-based GHG emissions regulations using the endangerment finding as a legal basis.

Second, repealing the endangerment finding would immediately subject EPA to legal challenges that could last years. Before the dispute could be adjudicated by the courts, there would be considerable confusion and uncertainty over compliance with the existing regulations. This would negatively impact the regulatory environment for businesses, as they need durable and consistent policies to make long-term investment decisions.

From the perspective of policymaking, rescinding EPA’s endangerment finding puts a big question mark on the outlook of U.S. climate policies. Currently, at the federal level, the United States uses a patchwork of policies to mitigate GHG emissions, such as handing out massive clean energy tax subsidies under the IRA and relying on command-and-control EPA regulations. The IRA energy tax provisions will likely be subject to at least partial repeal in an upcoming 2025 reconciliation bill. Even if a future administration seeks to regulate GHG emissions via EPA rulemaking, it would take a long time, and generally such regulations are costly, inflexible, and vulnerable to legal challenges.

What to Expect Next

EPA to Accept Nominations for Science Boards

EPA Press Office (press@epa.gov)

WASHINGTON – Today, U.S. Environmental Protection Agency (EPA) Administrator Lee Zeldin announced that a notice will be published in the Federal Register seeking nominations for the Science Advisory Board (SAB) and Clean Air Scientific Advisory Committee (CASAC). Nominations will be accepted for 30 days following publication of the Federal Register notice.

“Reconstituting the Science Advisory Board and Clean Air Scientific Advisory Committee are critical to ensuring that the agency receives scientific advice consistent with its legal obligations to advance our core mission of protecting human health and the environment,” said EPA Administrator Zeldin. “I look forward to receiving nominations to build an independent group of advisors to aid the agency’s rulemaking.” 

In January, EPA announced its decision to reset these federal advisory committees
to reverse the politicization of SAB and CASAC under the Biden-Harris Administration.

 

 

 

 

Pushback Against EU World-wide ESG Rules

As Bloomberg reported, EU is attempting to force climate risk and ESG reporting on the whole world, not just its member nations.  

As trans-Atlantic relations grow increasingly fraught, Europe’s ESG regulations are becoming yet another flashpoint that threatens to sour ties.

The American Chamber of Commerce to the European Union (AmCham EU) says proposed revisions to the bloc’s environmental, social and governance rules don’t adequately protect US interests. The complaint is part of a growing US response to Europe’s ESG framework. Republican lawmakers call the rules “hostile” and warn that America’s jurisdictional sovereignty is at stake, while Commerce Secretary Howard Lutnick has said he’s willing to consider “trade tools” to retaliate.

The European Commission proposed changes last week that would rein in the scope of two major ESG laws: the Corporate Sustainability Reporting Directive and the Corporate Sustainability Due Diligence Directive. However, big international companies with business in the EU would still have to comply.

The upshot is that non-EU companies risk being ensnared by the bloc’s ESG rules, even for products that aren’t sold in the EU, said Kim Watts, senior policy manager for AmCham EU, whose members include Ford Motor Co., Exxon Mobil Corp. and Amazon.com Inc.

AmCham is worried that the EU “is going too far on extraterritoriality,” she said in an interview.

It’s a complaint that’s being backed up in even stronger terms by GOP members of Congress. In a letter sent shortly after the European Commission published its proposed revisions to the bloc’s ESG rules, the US lawmakers wrote to Treasury Secretary Scott Bessent and National Economic Council Director Kevin Hassett, warning of the “profound” implications of Europe’s due diligence directive for US businesses.

The lawmakers stated: “CSDDD imposes stringent due diligence requirements on in-scope companies, mandating the evaluation of supply chains to identify, mitigate, and eliminate human rights and environmental abuses as defined by United Nations (UN) and Organisation for Economic Cooperation and Development (OECD) principles.

“Furthermore, US firms will face increased litigation risks and potential enforcement actions from EU member states, with penalties under the Directive reaching up to 5% of a company’s global turnover.

“However, these principles have not been ratified by Congress, raising concerns about the legitimacy of EU enforcement against US companies based on these principles. Additionally, small businesses that supply larger companies will also be affected, even if their operations are solely within the US compliance efforts will require significant resource allocation, diverting funds away from critical areas such as research and development, talent acquisition, and investment.