carbon emissions

coal-likely-to-go-away-even-without-epa’s-power-plant-regulations

Coal likely to go away even without EPA’s power plant regulations


Set to be killed by Trump, the rules mostly lock in existing trends.

In April last year, the Environmental Protection Agency released its latest attempt to regulate the carbon emissions of power plants under the Clean Air Act. It’s something the EPA has been required to do since a 2007 Supreme Court decision that settled a case that started during the Clinton administration. The latest effort seemed like the most aggressive yet, forcing coal plants to retire or install carbon capture equipment and making it difficult for some natural gas plants to operate without capturing carbon or burning green hydrogen.

Yet, according to a new analysis published in Thursday’s edition of Science, they wouldn’t likely have a dramatic effect on the US’s future emissions even if they were to survive a court challenge. Instead, the analysis suggests the rules serve more like a backstop to prevent other policy changes and increased demand from countering the progress that would otherwise be made. This is just as well, given that the rules are inevitably going to be eliminated by the incoming Trump administration.

A long time coming

The net result of a number of Supreme Court decisions is that greenhouse gasses are pollutants under the Clean Air Act, and the EPA needed to determine whether they posed a threat to people. George W. Bush’s EPA dutifully performed that analysis but sat on the results until its second term ended, leaving it to the Obama administration to reach the same conclusion. The EPA went on to formulate rules for limiting carbon emissions on a state-by-state basis, but these were rapidly made irrelevant because renewable power and natural gas began displacing coal even without the EPA’s encouragement.

Nevertheless, the Trump administration replaced those rules with ones designed to accomplish even less, which were thrown out by a court just before Biden’s inauguration. Meanwhile, the Supreme Court stepped in to rule on the now-even-more-irrelevant Obama rules, determining that the EPA could only regulate carbon emissions at the level of individual power plants rather than at the level of the grid.

All of that set the stage for the latest EPA rules, which were formulated by the Biden administration’s EPA. Forced by the court to regulate individual power plants, the EPA allowed coal plants that were set to retire within the decade to continue to operate as they have. Anything that would remain operational longer would need to either switch fuels or install carbon capture equipment. Similarly, natural gas plants were regulated based on how frequently they were operational; those that ran less than 40 percent of the time could face significant new regulations. More than that, and they’d have to capture carbon or burn a fuel mixture that is primarily hydrogen produced without carbon emissions.

While the Biden EPA’s rules are currently making their way through the courts, they’re sure to be pulled in short order by the incoming Trump administration, making the court case moot. Nevertheless, people had started to analyze their potential impact before it was clear there would be an incoming Trump administration. And the analysis is valuable in the sense that it will highlight what will be lost when the rules are eliminated.

By some measures, the answer is not all that much. But the answer is also very dependent upon whether the Trump administration engages in an all-out assault on renewable energy.

Regulatory impact

The work relies on the fact that various researchers and organizations have developed models to explore how the US electric grid can economically meet demand under different conditions, including different regulatory environments. The researchers obtained nine of them and ran them with and without the EPA’s proposed rules to determine their impact.

On its own, eliminating the rules has a relatively minor impact. Without the rules, the US grid’s 2040 carbon dioxide emissions would end up between 60 and 85 percent lower than they were in 2005. With the rules, the range shifts to between 75 and 85 percent—in essence, the rules reduce the uncertainty about the outcomes that involve the least change.

That’s primarily because of how they’re structured. Mostly, they target coal plants, as these account for nearly half of the US grid’s emissions despite supplying only about 15 percent of its power. They’ve already been closing at a rapid clip, and would likely continue to do so even without the EPA’s encouragement.

Natural gas plants, the other major source of carbon emissions, would primarily respond to the new rules by operating less than 40 percent of the time, thus avoiding stringent regulation while still allowing them to handle periods where renewable power underproduces. And we now have a sufficiently large fleet of natural gas plants that demand can be met without a major increase in construction, even with most plants operating at just 40 percent of their rated capacity. The continued growth of renewables and storage also contributes to making this possible.

One irony of the response seen in the models is that it suggests that two key pieces of the Inflation Reduction Act (IRA) are largely irrelevant. The IRA provides benefits for the deployment of carbon capture and the production of green hydrogen (meaning hydrogen produced without carbon emissions). But it’s likely that, even with these credits, the economics wouldn’t favor the use of these technologies when alternatives like renewables plus storage are available. The IRA also provides tax credits for deploying renewables and storage, pushing the economics even further in their favor.

Since not a lot changes, the rules don’t really affect the cost of electricity significantly. Their presence boosts costs by an estimated 0.5 to 3.7 percent in 2050 compared to a scenario where the rules aren’t implemented. As a result, the wholesale price of electricity changes by only two percent.

A backstop

That said, the team behind the analysis argues that, depending on other factors, the rules could play a significant role. Trump has suggested he will target all of Biden’s energy policies, and that would include the IRA itself. Its repeal could significantly slow the growth of renewable energy in the US, as could continued problems with expanding the grid to incorporate new renewable capacity.

In addition, the US is seeing demand for electricity rise at a faster pace in 2023 than in the decade leading up to it. While it’s still unclear whether that’s a result of new demand or simply weather conditions boosting the use of electricity in heating and cooling, there are several factors that could easily boost the use of electricity in coming years: the electrification of transport, rising data center use, and the electrification of appliances and home heating.

Should these raise demand sufficiently, then it could make continued coal use economical in the absence of the EPA rules. “The rules … can be viewed as backstops against higher emissions outcomes under futures with improved coal plant economics,” the paper suggests, “which could occur with higher demand, slower renewables deployment from interconnection and permitting delays, or higher natural gas prices.”

And it may be the only backstop we have. The report also notes that a number of states have already set aggressive emissions reduction targets, including some for net zero by 2050. But these don’t serve as a substitute for federal climate policy, given that the states that are taking these steps use very little coal in the first place.

Science, 2025. DOI: 10.1126/science.adt5665  (About DOIs).

Photo of John Timmer

John is Ars Technica’s science editor. He has a Bachelor of Arts in Biochemistry from Columbia University, and a Ph.D. in Molecular and Cell Biology from the University of California, Berkeley. When physically separated from his keyboard, he tends to seek out a bicycle, or a scenic location for communing with his hiking boots.

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Air quality problems spur $200 million in funds to cut pollution at ports


Diesel equipment will be replaced with hydrogen- or electric-power gear.

Raquel Garcia has been fighting for years to clean up the air in her neighborhood southwest of downtown Detroit.

Living a little over a mile from the Ambassador Bridge, which thousands of freight trucks cross every day en route to the Port of Detroit, Garcia said she and her neighbors are frequently cleaning soot off their homes.

“You can literally write your name in it,” she said. “My house is completely covered.”

Her neighborhood is part of Wayne County, which is home to heavy industry, including steel plants and major car manufacturers, and suffers from some of the worst air quality in Michigan. In its 2024 State of the Air report, the American Lung Association named Wayne County one of the “worst places to live” in terms of annual exposure to fine particulate matter pollution, or PM2.5.

But Detroit, and several other Midwest cities with major shipping ports, could soon see their air quality improve as port authorities receive hundreds of millions of dollars to replace diesel equipment with cleaner technologies like solar power and electric vehicles.

Last week, the Biden administration announced $3 billion in new grants from the US Environmental Protection Agency’s Clean Ports program, which aims to slash carbon emissions and reduce air pollution at US shipping ports. More than $200 million of that funding will go to four Midwestern states that host ports along the Great Lakes: Michigan, Illinois, Ohio, and Indiana.

The money, which comes from the Inflation Reduction Act, will not only be used to replace diesel-powered equipment and vehicles, but also to install clean energy systems and charging stations, take inventory of annual port emissions, and set plans for reducing them. It will also fund a feasibility study for establishing a green hydrogen fuel hub along the Great Lakes.

The EPA estimates that those changes will, nationwide, reduce carbon pollution in the first 10 years by more than 3 million metric tons, roughly the equivalent of taking 600,000 gasoline-powered cars off the road. The agency also projects reduced emissions of nitrous oxide and PM2.5—both of which can cause serious, long-term health complications—by about 10,000 metric tons and about 180 metric tons, respectively, during that same time period.

“Our nation’s ports are critical to creating opportunity here in America, offering good-paying jobs, moving goods, and powering our economy,” EPA Administrator Michael Regan said in the agency’s press release announcing the funds. “Delivering cleaner technologies and resources to US ports will slash harmful air and climate pollution while protecting people who work in and live nearby ports communities.”

Garcia, who runs the community advocacy nonprofit Southwest Detroit Environmental Vision, said she’s “really excited” to see the Port of Detroit getting those funds, even though it’s just a small part of what’s needed to clean up the city’s air pollution.

“We care about the air,” she said. “There’s a lot of kids in the neighborhood where I live.”

Jumpstarting the transition to cleaner technology

Nationwide, port authorities in 27 states and territories tapped the Clean Ports funding, which they’ll use to buy more than 1,500 units of cargo-handling equipment, such as forklifts and cranes, 1,000 heavy-duty trucks, 10 locomotives, and 20 seafaring vessels, all of which will be powered by electricity or green hydrogen, which doesn’t emit CO2 when burned.

In the Midwest, the Illinois Environmental Protection Agency and the Cleveland-Cuyahoga County Port Authority in Ohio were awarded about $95 million each from the program, the Detroit-Wayne County Port Authority in Michigan was awarded $25 million, and the Ports of Indiana will receive $500,000.

Mark Schrupp, executive director of the Detroit-Wayne County Port Authority, said the funding for his agency will be used to help port operators at three terminals purchase new electric forklifts, cranes, and boat motors, among other zero-emission equipment. The money will also pay for a new solar array that will reduce energy consumption for port facilities, as well as 11 new electric vehicle charging stations.

“This money is helping those [port] businesses make the investment in this clean technology, which otherwise is sometimes five or six times the cost of a diesel-powered equipment,” he said, noting that the costs of clean technologies are expected to fall significantly in the coming years as manufacturers scale up production. “It also exposes them to the potential savings over time—full maintenance costs and other things that come from having the dirtier technology in place.”

Schrupp said that the new equipment will slash the Detroit-Wayne County Port Authority’s overall carbon emissions by more than 8,600 metric tons every year, roughly a 30 percent reduction.

Carly Beck, senior manager of planning, environment and information systems for the Cleveland-Cuyahoga County Port Authority, said its new equipment will reduce the Port of Cleveland’s annual carbon emissions by roughly 1,000 metric tons, or about 40 percent of the emissions tied to the port’s operations. The funding will also pay for two electric tug boats and the installation of solar panels and battery storage on the port’s largest warehouse, she added.

In 2022, Beck said, the Port of Cleveland took an emissions inventory, which found that cargo-handling equipment, building energy use, and idling ships were the port’s biggest sources of carbon emissions. Docked ships would run diesel generators for power as they unloaded, she said, but with the new infrastructure, the cargo-handling equipment and idling ships can draw power from a 2-megawatt solar power system with battery storage.

“We’re essentially creating a microgrid at the port,” she said.

Improving the air for disadvantaged communities

The Clean Ports funding will also be a boon for people like Garcia, who live near a US shipping port.

Shipping ports are notorious for their diesel pollution, which research has shown disproportionately affects poor communities of color. And most, if not all, of the census tracts surrounding the Midwest ports are deemed “disadvantaged communities” by the federal government. The EPA uses a number of factors, including income level and exposure to environmental harms, to determine whether a community is “disadvantaged.”

About 10,000 trucks pass through the Port of Detroit every day, Schrupp said, which helps to explain why residents of Southwest Detroit and the neighboring cities of Ecorse and River Rouge, which sit adjacent to Detroit ports, breathe the state’s dirtiest air.

“We have about 50,000 residents within a few miles of the port, so those communities will definitely benefit,” he said. “This is a very industrialized area.”

Burning diesel or any other fossil fuel produces nitrous oxide or PM2.5, and research has shown that prolonged exposure to high levels of those pollutants can lead to serious health complications, including lung disease and premature death. The Detroit-Wayne County Port Authority estimates that the new port equipment will cut nearly 9 metric tons of PM2.5 emissions and about 120 metric tons of nitrous oxide emissions each year.

Garcia said she’s also excited that some of the Detroit grants will be used to establish workforce training programs, which will show people how to use the new technologies and showcase career opportunities at the ports. Her area is gentrifying quickly, Garcia said, so it’s heartening to see the city and port authority taking steps to provide local employment opportunities.

Beck said that the Port of Cleveland is also surrounded by a lot of heavy industry and that the census tracts directly adjacent to the port are all deemed “disadvantaged” by federal standards.

“We’re trying to be good neighbors and play our part,” she said, “to make it a more pleasant environment.”

Kristoffer Tigue is a staff writer for Inside Climate News, covering climate issues in the Midwest. He previously wrote the twice-weekly newsletter Today’s Climate and helped lead ICN’s national coverage on environmental justice. His work has been published in Reuters, Scientific American, Mother Jones, HuffPost, and many more. Tigue holds a master’s degree in journalism from the Missouri School of Journalism.

This story originally appeared on Inside Climate News.

Photo of Inside Climate News

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Amazon joins Google in investing in small modular nuclear power


Small nukes is good nukes?

What’s with the sudden interest in nuclear power among tech titans?

Diagram of a reactor and its coolant system. There are two main components, the reactor itself, which has a top-to-bottom flow of fuel pellets, and the boiler, which receives hot gas from the reactor and uses it to boil water.

Fuel pellets flow down the reactor (left), as gas transfer heat to a boiler (right). Credit: X-energy

On Tuesday, Google announced that it had made a power purchase agreement for electricity generated by a small modular nuclear reactor design that hasn’t even received regulatory approval yet. Today, it’s Amazon’s turn. The company’s Amazon Web Services (AWS) group has announced three different investments, including one targeting a different startup that has its own design for small, modular nuclear reactors—one that has not yet received regulatory approval.

Unlike Google’s deal, which is a commitment to purchase power should the reactors ever be completed, Amazon will lay out some money upfront as part of the agreements. We’ll take a look at the deals and technology that Amazon is backing before analyzing why companies are taking a risk on unproven technologies.

Money for utilities and a startup

Two of Amazon’s deals are with utilities that serve areas where it already has a significant data center footprint. One of these is Energy Northwest, which is an energy supplier that sends power to utilities in the Pacific Northwest. Amazon is putting up the money for Energy Northwest to study the feasibility of adding small modular reactors to its Columbia Generating Station, which currently houses a single, large reactor. In return, Amazon will get the right to purchase power from an initial installation of four small modular reactors. The site could potentially support additional reactors, which Energy Northwest would be able to use to meet demands from other users.

The deal with Virginia’s Dominion Energy is similar in that it would focus on adding small modular reactors to Dominion’s existing North Anna Nuclear Generating Station. But the exact nature of the deal is a bit harder to understand. Dominion says the companies will “jointly explore innovative ways to advance SMR development and financing while also mitigating potential cost and development risks.”

Should either or both of these projects go forward, the reactor designs used will come from a company called X-energy, which is involved in the third deal Amazon is announcing. In this case, it’s a straightforward investment in the company, although the exact dollar amount is unclear (the company says Amazon is “anchoring” a $500 million round of investments). The money will help finalize the company’s reactor design and push it through the regulatory approval process.

Small modular nuclear reactors

X-energy is one of several startups attempting to develop small modular nuclear reactors. The reactors all have a few features that are expected to help them avoid the massive time and cost overruns associated with the construction of large nuclear power stations. In these small reactors, the limited size allows them to be made at a central facility and then be shipped to the power station for installation. This limits the scale of the infrastructure that needs to be built in place and allows the assembly facility to benefit from economies of scale.

This also allows a great deal of flexibility at the installation site, as you can scale the facility to power needs simply by adjusting the number of installed reactors. If demand rises in the future, you can simply install a few more.

The small modular reactors are also typically designed to be inherently safe. Should the site lose power or control over the hardware, the reactor will default to a state where it can’t generate enough heat to melt down or damage its containment. There are various approaches to achieving this.

X-energy’s technology is based on small, self-contained fuel pellets called TRISO particles for TRi-structural ISOtropic. These contain both the uranium fuel and a graphite moderator and are surrounded by a ceramic shell. They’re structured so that there isn’t sufficient uranium present to generate temperatures that can damage the ceramic, ensuring that the nuclear fuel will always remain contained.

The design is meant to run at high temperatures and extract heat from the reactor using helium, which is used to boil water and generate electricity. Each reactor can produce 80 megawatts of electricity, and the reactors are designed to work efficiently as a set of four, creating a 320 MW power plant. As of yet, however, there are no working examples of this reactor, and the design hasn’t been approved by the Nuclear Regulatory Commission.

Why now?

Why is there such sudden interest in small modular reactors among the tech community? It comes down to growing needs and a lack of good alternatives, even given the highly risky nature of the startups that hope to build the reactors.

It’s no secret that data centers require enormous amounts of energy, and the sudden popularity of AI threatens to raise that demand considerably. Renewables, as the cheapest source of power on the market, would be one way of satisfying that growth, but they’re not ideal. For one thing, the intermittent nature of the power they supply, while possible to manage at the grid level, is a bad match for the around-the-clock demands of data centers.

The US has also benefitted from over a decade of efficiency gains keeping demand flat despite population and economic growth. This has meant that all the renewables we’ve installed have displaced fossil fuel generation, helping keep carbon emissions in check. Should newly installed renewables instead end up servicing rising demand, it will make it considerably more difficult for many states to reach their climate goals.

Finally, renewable installations have often been built in areas without dedicated high-capacity grid connections, resulting in a large and growing backlog of projects (2.6 TW of generation and storage as of 2023) that are stalled as they wait for the grid to catch up. Expanding the pace of renewable installation can’t meet rising server farm demand if the power can’t be brought to where the servers are.

These new projects avoid that problem because they’re targeting sites that already have large reactors and grid connections to use the electricity generated there.

In some ways, it would be preferable to build more of these large reactors based on proven technologies. But not in two very important ways: time and money. The last reactor completed in the US was at the Vogtle site in Georgia, which started construction in 2009 but only went online this year. Costs also increased from $14 billion to over $35 billion during construction. It’s clear that any similar projects would start generating far too late to meet the near-immediate needs of server farms and would be nearly impossible to justify economically.

This leaves small modular nuclear reactors as the least-bad option in a set of bad options. Despite many startups having entered the space over a decade ago, there is still just a single reactor design approved in the US, that of NuScale. But the first planned installation saw the price of the power it would sell rise to the point where it was no longer economically viable due to the plunge in the cost of renewable power; it was canceled last year as the utilities that would have bought the power pulled out.

The probability that a different company will manage to get a reactor design approved, move to construction, and manage to get something built before the end of the decade is extremely low. The chance that it will be able to sell power at a competitive price is also very low, though that may change if demand rises sufficiently. So the fact that Amazon is making some extremely risky investments indicates just how worried it is about its future power needs. Of course, when your annual gross profit is over $250 billion a year, you can afford to take some risks.

Photo of John Timmer

John is Ars Technica’s science editor. He has a Bachelor of Arts in Biochemistry from Columbia University, and a Ph.D. in Molecular and Cell Biology from the University of California, Berkeley. When physically separated from his keyboard, he tends to seek out a bicycle, or a scenic location for communing with his hiking boots.

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Appeals Court denies stay to states trying to block EPA’s carbon limits

You can’t stay here —

The EPA’s plan to cut carbon emissions from power plants can go ahead.

Cooling towers emitting steam, viewed from above.

On Friday, the US Court of Appeals for the DC Circuit denied a request to put a hold on recently formulated rules that would limit carbon emissions made by fossil fuel power plants. The request, made as part of a case that sees 25 states squaring off against the EPA, would have put the federal government’s plan on hold while the case continued. Instead, the EPA will be allowed to continue the process of putting its rules into effect, and the larger case will be heard under an accelerated schedule.

Here we go again

The EPA’s efforts to regulate carbon emissions from power plants go back all the way to the second Bush administration, when a group of states successfully sued the EPA to force it to regulate greenhouse gas emissions. This led to a formal endangerment finding regarding greenhouse gases during the Obama administration, something that remained unchallenged even during Donald Trump’s term in office.

Obama tried to regulate emissions through the Clean Power Plan, but his second term came to an end before this plan had cleared court hurdles, allowing the Trump administration to formulate a replacement that did far less than the Clean Power Plan. This took place against a backdrop of accelerated displacement of coal by natural gas and renewables that had already surpassed the changes envisioned under the Clean Power Plan.

In any case, the Trump plan was thrown out by the courts on the day before Biden’s administration, allowing his EPA to start with a clean slate. Biden’s original plan, which would have had states regulate emissions from their electric grids by regulating them as a single system, was thrown out by the Supreme Court, which ruled that emissions would need to be regulated on a per-plant basis in a decision termed West Virginia v. EPA.

So, that’s what the agency is now trying to do. Its plan, issued last year, would allow fossil-fuel-burning plants that are being shut down in the early 2030s to continue operating without restrictions. Others will need to either install carbon capture equipment, or natural gas plants could swap in green hydrogen as their primary fuel.

And again

In response, 25 states have sued to block the rule (you can check out this filing to see if yours is among them). The states also sought a stay that would prevent the rule from being implemented while the case went forward. In it, they argue that carbon capture technology isn’t mature enough to form the basis of these regulations (something we predicted was likely to be a point of contention). The suit also suggests that the rules would effectively put coal out of business, something that’s beyond the EPA’s remit.

The DC Court of Appeals, however, was not impressed, ruling that the states’ arguments regarding carbon capture are insufficient: “Petitioners have not shown they are likely to succeed on those claims given the record in this case.” And that’s the key hurdle for determining whether a stay is justified. And the regulations don’t pose a likelihood of irreparable harm, as the court notes that states aren’t even expected to submit a plan for at least two years, and the regulations won’t kick in until 2030 at the earliest.

Meanwhile, the states cited the Supreme Court’s West Virginia v. EPA decision to argue against these rules, suggesting they represent a “major question” that requires input from Congress. The Court was also not impressed, writing that “EPA has claimed only the power to ‘set emissions limits under Section 111 based on the application of measures that would reduce pollution by causing the regulated source to operate more cleanly,’ a type of conduct that falls well within EPA’s bailiwick.”

To respond to the states’ concerns about the potential for irreparable harm, the court plans to consider them during the 2024 term and has given the parties just two weeks to submit proposed schedules for briefings on the case.

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US’s power grid continues to lower emissions—everything else, not so much

Down, but not down enough —

Excluding one pandemic year, emissions are lower than they’ve been since the 1980s.

Graph showing total US carbon emissions, along with individual sources. Most trends are largely flat or show slight declines.

On Thursday, the US Department of Energy released its preliminary estimate for the nation’s carbon emissions in the previous year. Any drop in emissions puts us on a path that would avoid some of the catastrophic warming scenarios that were still on the table at the turn of the century. But if we’re to have a chance of meeting the Paris Agreement goal of keeping the planet from warming beyond 2° C, we’ll need to see emissions drop dramatically in the near future.

So, how is the US doing? Emissions continue to trend downward, but there’s no sign the drop has accelerated. And most of the drop has come from a single sector: changes in the power grid.

Off the grid, on the road

US carbon emissions have been trending downward since roughly 2007, when they peaked at about six gigatonnes. In recent years, the pandemic produced a dramatic drop in emissions in 2020, lowering them to under five gigatonnes for the first time since before 1990, when the EIA’s data started. Carbon dioxide release went up a bit afterward, with 2023 marking the first post-pandemic decline, with emissions again clearly below five gigatonnes.

The DOE’s Energy Information Agency (EIA) divides the sources of carbon dioxide into five different sectors: electricity generation, transportation, and residential, commercial, and industrial uses. The EIA assigns 80 percent of the 2023 reduction in US emissions to changes in the electric power grid, which is not a shock given that it’s the only sector that’s seen significant change in the entire 30-year period the EIA is tracking.

With hydro in the rearview mirror, wind and solar are coming after coal and nuclear.

With hydro in the rearview mirror, wind and solar are coming after coal and nuclear.

What’s happening with the power grid? Several things. At the turn of the century, coal accounted for over half of the US’s electricity generation; it’s now down to 16 percent. Within the next two years, it’s likely to be passed by wind and solar, which were indistinguishable from zero percent of generation as recently as 2004. Things would be even better for them if not for generally low wind speeds leading to a decline in wind generation in 2023. The biggest change, however, has been the rise of natural gas, which went from 10 percent of generation in 1990 to over 40 percent in 2023.

A small contributor to the lower emissions came from lower demand—it dropped by a percentage point compared to 2022. Electrification of transport and appliances, along with the growth of AI processing, are expected to send demand soaring in the near future, but there’s no indication of that on the grid yet.

Currently, generating electricity accounts for 30 percent of the US’s carbon emissions. That places it as the second most significant contributor, behind transportation, which is responsible for 39 percent of emissions. The EIA rates transportation emissions as unchanged relative to 2022, despite seeing air travel return to pre-pandemic levels and a slight increase in gasoline consumption. Later in this decade, tighter fuel efficiency rules are expected to drive a decline in transportation emissions, which are only down about 10 percent compared to their 2006 peak.

Buildings and industry

The remaining sectors—commercial, residential, and industrial—have a more complicated relationship with fossil fuels. Some of their energy comes via the grid, so its emissions are already accounted for. Thanks to the grid decarbonizing, these would be going down, but for business and residential use, grid-dependent emissions are dropping even faster than that would imply. This suggests that things like more efficient lighting and appliances are having an impact.

Separately, direct use of fossil fuels for things like furnaces, water heaters, etc., has been largely flat for the entire 30 years the EIA is looking at, although milder weather led to a slight decline in 2023 (8 percent for residential properties, 4 percent for commercial).

In contrast, the EIA only tracks the direct use of fossil fuels for industrial processes. These are down slightly over the 30-year period but have been fairly stable since the 2008 economic crisis, with no change in emissions between 2022 and 2023. As with the electric grid, the primary difference in this sector has been due to the growth of natural gas and the decline of coal.

Overall, there are two ways to look at this data. The first is that progress at limiting carbon emissions has been extremely limited and that there has been no progress at all in several sectors. The more optimistic view is that the technologies for decarbonizing the electric grid and improving building electrical usage are currently the most advanced, and the US has focused its decarbonization efforts where they’ll make the most difference.

From either perspective, it’s clear that the harder challenges are still coming, both in terms of accelerating decarbonization, and in terms of tackling sectors where decarbonization will be harder. The Biden administration has been working to put policies in place that should drive progress in this regard, but we probably won’t see much of their impact until early in the following decade.

Listing image by Yaorusheng

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OPEC members keep climate accords from acknowledging reality

Avoiding the truth —

COP28 agreement draft no longer includes calls to phase out fossil fuels.

Image of a person standing in front of a doorway with

Enlarge / Saudi Arabia’s presence at COP28 has reportedly been used to limit progress on fossil fuel cutbacks.

Oil-producing countries are apparently succeeding in their attempts to eliminate language from an international climate agreement that calls for countries to phase out the use of fossil fuels. Draft forms of the agreement had included text that called upon the countries that are part of the Paris Agreement to work toward “an orderly and just phase out of fossil fuels.” Reports now indicate that this text has gone missing from the latest versions of the draft.

The agreement is being negotiated at the United Nations’ COP28 climate change conference, taking place in the United Arab Emirates. The COP, or Conference of the Parties, meetings are annual events that attempt to bring together UN members to discuss ways to deal with climate change. They were central to the negotiations that brought about the Paris Agreement, which calls for participants to develop plans that should bring the world to net-zero emissions by the middle of the century.

Initial plans submitted by countries would lower the world’s greenhouse gas emissions, but not by nearly enough to reach net zero. However, the agreement included mechanisms by which countries would continue to evaluate their progress and submit more stringent goals. So, additional COP meetings have included what’s termed a “stocktake” to evaluate where countries stand, and statements are issued to encourage and direct future actions.

The language of that statement needs to be agreed upon by every party and is invariably contentious. This year’s statement has been especially difficult, as early drafts (such as this one) included the potential to call for parties to stop using fossil fuels, along with a separate, vague alternative:

Option 1: An orderly and just phase out of fossil fuels;

Option 2: Accelerating efforts toward phasing out unabated fossil fuels and to rapidly reducing their use so as to achieve net zero CO2 in energy systems by or around mid-century;

Option 3: No text.

The “unabated” language in the alternative is widely interpreted as referring to abatement via the use of large-scale carbon capture to offset the emissions from continued fossil fuel use.

While we know that carbon capture can work, it has not been tried at large scales, much less on anything close to the scales needed to offset continued fossil fuel use. Critical details like the capacity and stability of different storage options haven’t been worked out, nor has the very tricky question of who will be paying to operate all the infrastructure that would be required for it to work.

As a result, carbon capture is not generally considered a viable option for offsetting anything more than a few difficult-to-decarbonize use cases, such as international shipping. Which why most countries and NGOs are supporting the UN’s secretary-general, who promoted the alternate language calling for a phase-out of fossil fuels.

Most, but not all. One notable NGO, OPEC, directly called on its members to reject any language that targeted fossil fuels. And a prominent OPEC member, Saudia Arabia, appears to have been trying to block any deals that would include that language, in part by bogging down all negotiations at COP28. Matters weren’t helped when a video surfaced that showed the conference’s host, Sultan Al Jaber, saying that there was “no science” behind calls to phase out fossil fuels, although he quickly disavowed that position.

The loss of Option 1 from the latest drafts is a sign that oil-producing nations have succeeded. Which in turn indicates that they have no intention of slowing production even as indications of continued warming and its consequences have grown ever more dramatic. It will also provide cover for many other countries that may be looking for excuses to act.

That said, the same draft includes several actions that do not have any alternative language and call for countries to take significant actions:

  • Triple renewable energy capacity by 2030.
  • Double the annual rate of energy efficiency improvements.
  • Immediately stop issuing permits for coal plants that do not include carbon capture and rapidly phase out any existing plants of this sort.
  • Rapidly phase in zero-emissions vehicles.
  • Eliminate fossil fuel subsidies.

Negotiations are ongoing, and that draft is nearly a week old, but it may indicate that some positive things could be accomplished while everyone is distracted by arguments over the phase-out of fossil fuels.

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