Welcome back.
“We will not continue as generations have before and allow our actions today to have devastating consequences on those tomorrow. It is time to break that cycle and stand up for what is right.” – Miranda Whelehan, student and campaigner with the Just Stop Oil coalition
Just Stop Oil is a group of mostly young people currently taking numerous direct actions aimed a pressuring the British government to cease permitting new oil exploration and development in the North Sea. Their demand is no more radical than that of a passenger in a speeding car imploring the driver to hit the brakes as they approach a red light. While their actions are causing discomfort and some angry push back, I wonder if that unease more accurately reflects the shame people feel when they see their kids out cleaning up a mess they should have dealt with themselves long ago.
Of course, climate, energy, and environmental battles have always been fought by young and old together, and our local pipeline battles are a good example. What’s different now is the number of young people who feel that quitting fossil fuel has become such an urgent and existential matter, that they’re putting their education and career on hold while they storm the establishment’s ramparts in a mission to rescue their own future. Irrational youth? No… clear eyed and grounded in science. Continuing business-as-usual is madness.
The Canadian province of Quebec has become the first jurisdiction in the world to officially take that critical step of banning new fossil fuel development. Closer to home, the Massachusetts legislature is working hard to strengthen its climate law – plugging some fossil loopholes, putting biomass in its place, and accelerating the clean energy transition. We’ll be watching as this bill moves from Senate to House.
Banning new fossil fuel development goes hand-in-hand with stopping the buildout of fossil infrastructure like gas pipelines and Liquefied Natural Gas terminals. While our friends in Springfield make a solid case that utility Eversource’s proposed pipeline expansion is an unnecessary boondoggle, a new study from the Institute for Energy Economics and Financial Analysis shows there’s no need for any new LNG export terminals in North America, even as we ramp up shipments to displace Russian gas in Europe. That’s good news as we grapple with a potent new cybersecurity threat to these facilities in particular.
All of the above underscores the need to quickly ramp up clean energy generation and storage. So far, most battery storage has involve lithium and other metals like nickel and cobalt that pose environmental and supply chain challenges. This has led to the threat of deep-seabed mining as a way to supply those materials but with truly frightening associated risks. Work is underway to develop a method to extract lithium from geothermal brine, which could considerably reduce its environmental impact while providing a huge domestic supply. And while there’s no doubt about the benefits of electrifying transportation – and the fact that we need to speed that up – there’s a chance that some long-haul trucking will rely on hydrogen fuel cell technology rather than batteries… reducing some lithium demand.
In parallel, long-duration battery storage is looking increasingly likely to use alternative, and much more abundant, metals like iron or zinc.
Winding down, let’s take a look at carbon capture. Not the “pull carbon out of smoke stacks” false solution proposed by fossil fuel interests as a way to pretend it’s OK to keep burning stuff. Rather, just the sheer volume of CO2 we need to pull directly out of the atmosphere at this point to keep global warming in check (assuming we also rapidly ramp down our use of fuels). This story has great graphics that explain the scope of the challenge.
We’ll close with some encouraging innovations that could lead to greener fashions. A new industry is rapidly developing plant-based materials that replace fur, wool, silk, and skins. Beyond the obvious ethical benefits to this, the new products take considerable pressure off the deforestation effects of all those leather-producing cattle and wool-producing sheep.
For even more environmental news, info, and events, check out the latest newsletter from our colleagues at Berkshire Environmental Action Team (BEAT)!
— The NFGiM Team
PROTESTS AND ACTIONS
I went on TV to explain Just Stop Oil – and it became a parody of Don’t Look Up
I wanted to sound the alarm about oil exploration and the climate crisis, but Good Morning Britain just didn’t want to hear
By Miranda Whelehan, The Guardian | Opinion
April 13, 2022
» Read article
Just Stop Oil protesters vow to continue until ‘all are jailed’
Extinction Rebellion close Lloyd’s of London as activist groups continue their direct action
By Damien Gayle, The Guardian
April 12, 2022
» Read article
» More about protests and actions
PIPELINES
$40 million natural gas pipeline roasted by area groups
By Dave Canton, MassLive, in The Business Journal
April 9, 2022
Nearly 200 people from nearly 60 different organizations gathered in front of the federal courthouse on State Street Saturday to protest a proposed natural gas pipeline from Longmeadow to Springfield, a gas pipeline that owner Eversource said is redundant, probably won’t be needed and could cost as much as $44 million.
The company website calls the pipeline a “reliability project,” to ensure the flow of natural gas in the event the company’s primary pipeline is disabled. But some of the protestors said the only reliability coming from the project is profit for Eversource stockholders.
“Eversource, the answer is ‘No’,” Tanisha Arena said. “Just like biomass the answer was ‘No.’ And, this time we are not going to say ‘No’ for 12 or 13 years, the answer is ‘No’.
The Executive Director of Arise for Social Justice, Arena said that the people should not be forced to pay for a project that helps to destroy the environment without providing benefits to the people.
“We have shouldered the burden of all the mistakes they have made, all the engineering disasters, you people blowing stuff up. The people have paid for that in the past and this time they should not have to,” she said.
The short pipeline running from Longmeadow to downtown Springfield is designed as a backup source of natural gas if the primary line is out of service.
» Read article
» More about pipelines
LEGISLATION
Quebec Becomes World’s First Jurisdiction to Ban Oil and Gas Exploration
By Mitchell Beer, The Energy Mix
April 13, 2022
In what campaigners are calling a world first, Quebec’s National Assembly voted Tuesday afternoon to ban new oil and gas exploration and shut down existing drill sites within three years, even as the promoters behind the failed Énergie Saguenay liquefied natural gas (LNG) project try to revive it as a response to Russia’s invasion of Ukraine.
“By becoming the first state to ban oil and gas development on its territory, Quebec is paving the way for other states around the world and encouraging them to do the same,” Montreal-based Équiterre said in a release.
“However, it is important that the political will that made this law possible be translated into greenhouse gas reductions in the province, since Quebec and Canada have done too little to reduce their GHGs over the past 30 years.”
“The search for oil and gas is over, but we still have to deal with the legacy of these companies,” added Environnement Vert Plus spokesperson Pascal Bergeron. “Although the oil and gas industry did not flourish in Quebec, it left behind nearly 1,000 wells that will have to be repaired, plugged, decontaminated, and monitored in perpetuity. We now expect as much enthusiasm in the completion of these operations as in the adoption of Bill 21.”
Bill 21—whose numbering on Quebec’s legislative calendar leaves it open to confusion with an older, deeply controversial law on religious freedoms—will require fossil operators to shut down existing exploration wells within three years, or 12 months if the sites are at risk of leaking, Le Devoir reports. The bill follows Quebec’s announcement during last year’s COP 26 climate summit that it would join the Beyond Oil and Gas Alliance (BOGA), part of a list of a dozen jurisdictions that did not include Canada, the United States, or the United Kingdom.
» Read article
What to know about the Mass. Senate’s new climate bill
Miriam Wasser, WBUR
April 8, 2022
Several Massachusetts Democrats in the Senate unveiled a sweeping $250 million climate bill this week. The so-called Act Driving Climate Policy Forward builds off last year’s landmark Climate Act with new policies about green transportation and buildings, clean energy, the future of natural gas in the state and much more.
There are a lot of wonky policies and acronyms in the clean energy world, but here, in plain English, is what’s in this new bill:
» Read article
» More about legislation
GREENING THE ECONOMY
Sustainable fashion: Biomaterial revolution replacing fur and skins
By Jenny Gonzales, Mongabay
April 8, 2022
In a globally interconnected world, textiles such as leather sourced from cattle, and wool sheared from sheep, have become a serious source of deforestation, other adverse land-use impacts, biodiversity loss and climate change, while fur farms (harvesting pelts from slaughtered mink, foxes, raccoon dogs and other cage-kept wild animals) have become a major biohazard to human health — a threat underlined by the risk fur farms pose to the current and future spread of zoonotic diseases like COVID-19.
But in a not-so-distant future, fashion biomaterials made from plant leaves, fruit waste, and lab-grown microorganisms may replace animal-derived textiles — including leather, fur, wool and silk — with implementation at first on a small but quickly expanding scale, but eventually on a global scale.
In fact, that trend is well underway. In less than a decade, dozens of startups have emerged, developing a range of biomaterials that, in addition to eliminating the use of animal products, incorporate sustainable practices into their production chains.
Not all these textile companies, mostly based in Europe and the United States, have fully achieved their goals, but they continue to experiment and work toward a new fashion paradigm. Among promising discoveries: vegan bioleather made with mycelium (the vegetative, threadlike part of fungi), and bioexotic skins made from cactus and pineapple leaves, grape skins and seeds, apple juice, banana stalks and coconut water. There are also new textiles based on algae that can act as carbon sinks, and vegan silk made from orange peel.
[…] The evolution of sustainable biomaterials is largely a response to the need to reduce the environmental impact of the fashion industry, one of the worst planetary polluters. “The fashion industry is responsible for 10% of annual global carbon emissions, more than all international flights and maritime shipping combined [and responsible for] around 20% of worldwide wastewater [that] comes from fabric dyeing and treatment,” according to the Ellen MacArthur Foundation.
» Read article
» More about greening the economy
CLIMATE
Despite Big Oil Roadblocks, Poll Shows Majority in US Support Climate Action
Amid congressional inaction, solid majorities of U.S. adults favor policies to slash greenhouse gas pollution, a new Gallup survey found.
By Kenny Stancil, Common Dreams
April 11, 2022
A survey published Monday shows that most adults in the U.S. support six proposals to reduce the greenhouse gas emissions that lead to rising temperatures and increasingly frequent and intense extreme weather, a finding that comes as congressional lawmakers who own tens of millions of dollars worth of fossil fuel industry stocks continue to undermine climate action.
Gallup’s annual environment poll, conducted by telephone from March 1 to 18, measured public support for a half-dozen policies designed to mitigate the fossil fuel-driven climate emergency.
It found that support for specific measures “ranges from 59% in favor of spending federal money for building more electric vehicle charging stations in the U.S. up to 89% for providing tax credits to Americans who install clean energy systems in their homes.”
“Americans are most supportive of tax credits or tax incentives designed to promote the use of clean energy,” Gallup noted. “They are less supportive of stricter government standards or limits on emissions and policies that promote the use of electric vehicles.”
While President Joe Biden signed a fossil-fuel friendly bipartisan infrastructure bill into law last November, a reconciliation package that includes many of the green investments backed by solid majorities of U.S. adults has yet to reach his desk due to the opposition of all 50 Senate Republicans plus right-wing Democratic Sens. Kyrsten Sinema (Ariz.) and Joe Manchin (W.Va.), who was the target of protests over the weekend.
» Read article
Brazil sets ‘worrying’ new Amazon deforestation record
Brazilian Amazon sees 64 percent jump in deforestation in first three months of 2022 compared with a year earlier.
By Al Jazeera
April 8, 2022
Brazil has set a new grim record for Amazon deforestation during the first three months of 2022 compared with a year earlier, government data shows, spurring concern and warnings from environmentalists.
From January to March, deforestation in the Brazilian Amazon rose 64 percent from a year ago to 941sq km (363sq miles), data from national space research agency Inpe showed.
That area, larger than New York City, is the most forest cover lost in the period since the data series began in 2015.
Destruction of the world’s largest rainforest has surged since President Jair Bolsonaro took office in 2019 and weakened environmental protections, arguing that they hinder economic development that could reduce poverty in the Amazon region.
Al Jazeera’s Monica Yanakiew, reporting from Rio de Janeiro, said the new data was especially worrying because Brazil is in the midst of its rainy season – a time when loggers typically do not cut down trees and farmers do not burn them to clear the land.
“So there should be less activity, there should be less deforestation,” said Yanakiew.
She added that the figures came as representatives of 100 Indigenous tribes are in the capital, Brasilia, to demand more protection for their lands and denounce proposed laws that would allow the government to further exploit the rainforest.
“They’re protesting to make sure that Congress will not approve bills that have been pushed by the government to make it easier to exploit the Amazon [rain]forest commercially. President Jair Bolsonaro is trying to get this done before he runs for re-election in October.”
» Read article
» More about climate
CLEAN ENERGY
Natural gas-fired generation peaked in 2020 amid growing renewable energy production: IEEFA
By Ethan Howland, Utility Dive
April 13, 2022
Natural gas-fired power production likely peaked in 2020 and will gradually be driven lower by higher gas prices and competition from growing amounts of wind and solar capacity, according to the Institute for Energy Economics and Finance, a nonprofit group that supports moving away from fossil fuels.
[…] IEEFA expects wind, solar and hydroelectric generation will make up a third of U.S. power production by 2027, up from about 19% in December, according to its report. “The transition has just started,” Wamsted said. “We do believe that the takeoff is right now.”
The recent increase in gas prices and concerns about methane emissions from gas production and distribution are adding to the challenges facing gas-fired generation, which hit a record high in 2020 of 1.47 billion MWh, according to IEEFA.
“The soaring cost of fossil fuels and unexpected disruptions in energy security are now supercharging what was already a torrid pace of growth in solar, wind and battery storage projects,” IEEFA said in the report.
The utility sector is speeding up its exit from coal-fired generation, Wamsted said, pointing to recently announced plans by Georgia Power, the Tennessee Valley Authority and Duke Energy to retire their coal fleets by 2035.
Since the U.S. coal fleet peaked in 2012 at 317 GW, about 100 GW has retired and another 100 GW is set to shutter by the end of this decade, partly driven by federal coal ash and water discharge regulations, according to Wamsted.
About three-quarters of the generation expected to come online in the next three years is wind, solar and batteries, IEEFA estimated, based on Energy Information Administration data.
» Read article
» More about clean energy
LONG-DURATION ENERGY STORAGE
e-Zinc raises US$25m to begin commercial pilot production of long-duration storage
By Andy Colthorpe, Energy Storage News
April 7, 2022
E-Zinc, a Canadian company which claims its zinc metal-based battery technology could provide low-cost, long-duration energy storage has raised US$25 million.
Founded in 2012, the company’s Series A funding round closing announced today comes two years after it raised seed funding and began demonstrating how the battery could be paired with solar PV and grid generation, developing its own balance of system (BoS) solutions along the way.
The technology is being touted as a means to replace diesel generator sets in providing backup power for periods of between half a day to five days, with remote grid or off-grid sites a particular focus.
In other words, the battery has storage and discharge durations far beyond what is typically achieved with the main incumbent grid storage battery technology lithium-ion, which currently has an upper limit of about four to eight hours before becoming prohibitively expensive.
That ability to discharge at full rated power for several days potentially would take it past the capabilities of other non-lithium alternatives like flow batteries and most mechanical and thermal storage plants, with the likes of Form Energy’s multi-day iron-air battery and green hydrogen perhaps the closest comparison.
» Read article
» More about long-duration energy storage
SITING IMPACTS OF RENEWABLE ENERGY RESOURCES
New geothermal plants could solve America’s lithium supply crunch
By Bryant Jones & Michael McKibben, GreenBiz
April 14, 2022
Geothermal energy has long been the forgotten member of the clean energy family, overshadowed by relatively cheap solar and wind power, despite its proven potential. But that may soon change — for an unexpected reason.
Geothermal technologies are on the verge of unlocking vast quantities of lithium from naturally occurring hot brines beneath places such as California’s Salton Sea, a two-hour drive from San Diego.
Lithium is essential for lithium-ion batteries, which power electric vehicles and energy storage. Demand for these batteries is quickly rising, but the U.S. is heavily reliant on lithium imports from other countries — most of the nation’s lithium supply comes from Argentina, Chile, Russia and China. The ability to recover critical minerals from geothermal brines in the U.S. could have important implications for energy and mineral security, as well as global supply chains, workforce transitions and geopolitics.
As [geologists who work] with geothermal brines and an energy policy scholar, we believe this technology can bolster the nation’s critical minerals supply chain at a time when concerns about the supply chain’s security are rising.
Geothermal power plants use heat from the Earth to generate a constant supply of steam to run turbines that produce electricity. The plants operate by bringing up a complex saline solution from far underground, where it absorbs heat and is enriched with minerals such as lithium, manganese, zinc, potassium and boron.
Geothermal brines are the concentrated liquid left over after heat and steam are extracted at a geothermal plant. In the Salton Sea plants, these brines contain high concentrations — about 30 percent — of dissolved solids.
If test projects underway prove that battery-grade lithium can be extracted from these brines cost-effectively, 11 existing geothermal plants along the Salton Sea alone could have the potential to produce enough lithium metal to provide about 10 times the current U.S. demand.
» Read article
» More about siting impacts of renewables
CLEAN TRANSPORTATION
Massachusetts needs at least 750,000 electric vehicles on the road by 2030. We are nowhere close.
By Sabrina Shankman and Taylor Dolven, Boston Globe
April 9, 2022
Back in 2014, state officials calculated the number of gas-burning cars they would need to get off the roads and replace with cleaner, greener options to meet climate goals.
By 2020, they said, electric cars in the state needed to total more than 169,000. By 2025, that number had to rise to 300,000.
But reality has fallen wildly short of the dream.
As of last month, just 51,431 electric passenger vehicles were registered in Massachusetts, less than a quarter of the target. Only about 31,000 of those were fully electric. The remainder, plug-in hybrids, burn gas once they deplete their batteries.
It’s a critical failure on the path to a clean future, climate advocates and legislators say. The promising policies put in place — a rebate program to encourage consumers to go electric and a plan to install plentiful charging ports across the state — were insufficient, underfunded, and allowed to languish. The result is that the road from here to where we need to be will be longer and steeper than ever intended.
“The state is not trying hard enough,” said Senator Mike Barrett, lead author of the state’s landmark climate law. “Nobody has chosen to own this.”
Converting large numbers of the state’s 4.3 million gas cars to electric is one of Massachusetts’ most urgent climate tasks as it stares at the 2030 deadline for slashing emissions by half from 1990 levels, which was set by the Next-Generation Roadmap for Massachusetts Climate Policy law. Cars account for about a fifth of all carbon emissions in the state, and advocates, legislators, and other experts say that if Massachusetts doesn’t quickly address its problems, including by improving mass transit and discouraging driving altogether, it may not reach the targets set for the end of the decade.
» Read article
Truck makers face a tech dilemma: batteries or hydrogen?
By Jack Ewing New York Times, in Boston Globe
April 11, 2022
Even before war in Ukraine sent fuel prices through the roof, the trucking industry was under intense pressure to kick its addiction to diesel, a major contributor to climate change and urban air pollution. But it still has to figure out which technology will best do the job.
Truck makers are divided into two camps. One faction, which includes Traton, Volkswagen’s truck unit, is betting on batteries because they are widely regarded as the most efficient option. The other camp, which includes Daimler Truck and Volvo, the two largest truck manufacturers, argues that fuel cells that convert hydrogen into electricity — emitting only water vapor — make more sense because they would allow long-haul trucks to be refueled quickly.
The choice companies make could be hugely consequential, helping to determine who dominates trucking in the electric vehicle age and who ends up wasting billions of dollars on the Betamax equivalent of electric truck technology, committing a potentially fatal error. It takes years to design and produce new trucks, so companies will be locked into the decisions they make now for a decade or more.
[…] The stakes for the environment and for public health are also high. If many truck makers wager incorrectly, it could take much longer to clean up trucking than scientists say we have to limit the worst effects of climate change. In the United States, medium- and heavy-duty trucks account for 7 percent of greenhouse gas emissions. Trucks tend to spend much more time on the road than passenger cars. The war in Ukraine has added urgency to the debate, underlining the financial and geopolitical risks of fossil fuel dependence.
» Read article
» More about clean transportation
CARBON CAPTURE AND STORAGE
Visualizing the scale of the carbon removal problem
Deploying direct air capture technologies at scale will take a massive lift
By Justine Calma, The Verge
April 7, 2022
To get climate change under control, experts say, we’re going to have to start sucking a whole lot more planet-heating carbon dioxide out of the air. And we need to start doing it fast.
Over the past decade, climate pollution has continued to grow, heating up the planet. It’s gotten to the point that not one but two major climate reports released over the past week say we’ll have to resort to a still-controversial new technology called Direct Air Capture (DAC) to keep our planet livable. Finding ways to remove carbon dioxide from the atmosphere is “unavoidable,” a report from the United Nations Intergovernmental Panel on Climate Change says.
We already have some direct air capture facilities that filter carbon dioxide out of the air. The captured CO2 can then be stored underground for safekeeping or used to make products like soda pop, concrete, or even aviation fuel.
But this kind of carbon removal is still being done at a very small scale. There are just 18 direct air capture facilities spread across Canada, Europe, and the United States. Altogether, they can capture just 0.01 million metric tons of CO2. To avoid the worst effects of climate change, we need a lot more facilities with much larger capacity, according to a recent report from the International Energy Agency (IEA). By 2030, direct air capture plants need to be able to draw down 85 million metric tons of the greenhouse gas. By 2050, the goal is a whopping 980 million metric tons of captured CO2.
» Read article
» More about CCS
DEEP-SEABED MINING
‘A huge mistake’: Concerns rise as deep-sea mining negotiations progress
By Elizabeth Claire Alberts, Mongabay
April 8, 2022
With a four-page letter, the Pacific island nation of Nauru pushed the world closer to a reality in which large-scale mining doesn’t just take place on land, but also in the open ocean. In July 2021, President Lionel Aingimea wrote to the International Seabed Authority (ISA), the U.N.-affiliated organization tasked with managing deep-sea mining activities, to say it intended to make use of a rule embedded in the U.N. Convention on the Law of the Sea (UNCLOS) that could jump-start seabed mining in two years.
Since then, the ISA, which is responsible for protecting the ocean while encouraging deep-sea mining development, has been scrambling to come up with regulations that would determine how mining can proceed in the deep sea. At meetings that took place in December 2021, delegates debated how to push forward with these regulations, currently in draft form, and agreed to schedule a series of additional meetings to accelerate negotiations. At the latest meetings, which concluded last week in Kingston, Jamaica, delegates continued to discuss mining regulations, eyeing the goal of finalizing regulations by July 2023 so that seabed mining can proceed.
Observers at the recent meetings reported that while many states seemed eager to push ahead, there was also a growing chorus of concerns. For instance, many states and delegates noted that there wasn’t enough science to determine the full impacts of deep-sea mining, and there isn’t currently a financial plan in place to compensate for environmental loss. The observers said there were also increasing worries about the lack of transparency within the ISA as it steers blindfolded toward mining in a part of the ocean we know very little about.
[…] “Unfortunately, much less than 1% of the deep-sea floor has ever been seen by human eyes or with the camera,” Diva J. Amon, director of Trinidad-and-Tobago-based SpeSeas, a marine conservation nonprofit, told Mongabay. “That means that for huge portions of our planet, we cannot answer that extremely basic question of what lives there, much less questions about how it functions and the role that it plays related to us and the planet’s habitability and also about how it might be impacted.”
» Read article
» More about deep-seabed mining
FOSSIL FUEL INDUSTRY
‘Tricks of the Trade’ Analysis Shows Why Big Oil ‘Cannot Be Part of the Solution’
“Oil companies use deceptive language and false promises to pretend they’re solving the climate crisis, when in reality they’re only making it worse,” said Fossil Free Media director Jamie Henn.
By Jessica Corbett, Common Dreams
April 12, 2022
The nonprofit Earthworks on Tuesday revealed how eight fossil fuel giants use “confusing jargon, false solutions, and misleading metrics” to distort “the severity of ongoing harm to health and climate from the oil and gas sector by helping companies lower reported emissions and claim climate action without actually reducing emissions.”
The group’s report—entitled Tricks of the Trade: Deceptive Practices, Climate Delay, and Greenwashing in the Oil and Gas Industry—focuses on BP, Chevron, ConocoPhillips, Equinor, ExxonMobil, Occidental, Shell, and TotalEnergies, which are all top fossil fuel producers in the United States.
The analysis comes on the heels of an Intergovernmental Panel on Climate Change (IPCC) report that Earthworks policy director Lauren Pagel said last week proves “we are headed in the wrong direction, fast,” and “solutions to solve this crisis exist but political courage and policy creativity are lacking.”
Pagel, in response to Tuesday’s report, reiterated that solving the global crisis “will require strong government intervention on multiple fronts” and specifically called on the Biden administration “to quickly correct the problems the oil and gas industry has created by declaring a climate emergency and beginning a managed decline of fossil fuels.”
Earthworks’ document details the corporations’ spurious accounting strategies that “creatively reclassify, bury, and entirely exclude their total emissions” rather than cutting planet-heating pollution in line with the 2015 Paris climate agreement goals of keeping global temperature rise by 2100 below 2°C and limiting it to 1.5°C above preindustrial levels.
The report highlights that “every company’s climate ambitions fall far short of the IPCC target of reducing emissions 50% by the end of the decade because they omit scope 3 emissions.” While scope 1 refers to direct emissions from owned operations and scope 2 refers to indirect emissions from the generation of electricity purchased by a company, scope 3 refers to all other indirect emissions in a firm’s supply chain.
“Scope 3 emissions make up between 75-90% of emissions associated with oil and gas production,” the paper says, noting that for these firms, the category includes emissions from the fossil fuel products they sell. “Excluding scope 3 emissions allows oil and gas companies to make goals that sound like real progress while pushing off responsibility for most of their emissions onto consumers and allowing them to continue to grow their operations.”
» Read article
» Read the report
» More about fossil fuel
CYBERSECURITY
U.S. warns newly discovered malware could sabotage energy plants
Private security experts said they suspect liquefied natural gas facilities were the malware’s most likely target
By Joseph Menn, Washington Post
April 13, 2022
U.S. officials announced Wednesday the discovery of an alarmingly sophisticated and effective system for attacking industrial facilities that includes the ability to cause explosions in the energy industry.
The officials did not say which country they believed had developed the system, which was found before it was used, and they kept mum about who found the software and how.
But private security experts who worked in parallel with government agencies to analyze the system said it was likely to be Russian, that its top target was probably liquefied natural gas production facilities, and that it would take months or years to develop strong defenses against it.
That combination makes the discovery of the system, dubbed Pipedream by industrial control security experts Dragos, the realization of the worst fears of longtime cybersecurity experts. Some compared it to Stuxnet, which the United States and Israel used more than a dozen years ago to damage equipment used in Iran’s nuclear program.
The program manipulates equipment found in virtually all complex industrial plants rather than capitalizing on unknown flaws that can be easily fixed, so almost any plant could fall victim, investigators said.
“This is going to take years to recover from,” said Sergio Caltagirone, vice president of threat intelligence at Dragos and a former global technical lead at the National Security Agency.
[…] The attack kit “contains capabilities related to disruption, sabotage, and potentially physical destruction. While we are unable to definitively attribute the malware, we note that the activity is consistent with Russia’s historical interest,” said Mandiant Director of Intelligence Analysis Nathan Brubaker.
Liquefied natural gas, including from the United States, is playing a growing role as an alternative to Russian oil and gas imports that the European Union has pledged to reduce because of the invasion.
» Read article
» More about cybersecurity
LIQUEFIED NATURAL GAS
No Need for New Export Terminals to Move U.S. Gas to Europe, New Analysis Shows
By The Energy Mix
April 10, 2022
There’s no need for new export terminals in the United States to help Europe end its dependence on natural gas from Russia—the U.S. fossil industry’s spin notwithstanding, according to a new analysis by the Institute for Energy Economics and Financial Analysis.
“The White House and European leaders announced plans in late March to boost U.S gas shipments to Europe by at least 15 billion cubic metres this year,” IEEFA says in a release. But while the fossil lobby is leaning in to the European fossil energy crisis as reason to build more liquefied natural gas (LNG) export capacity, the analysis found the U.S. LNG industry is on track to exceed the target, without the construction of any new LNG plants.”
Already this year, “a combination of increased output from U.S. plants and flexible contracts has allowed much more U.S. LNG to flow to Europe,” said report author and IEEFA energy finance analyst Clark Williams-Derry. The report, based on data from IHS Markit, shows U.S. LNG producers with far more gas available to be sold or redirected than the continent is actually looking for.
“Counting contracted LNG with flexible destinations, spot sale volumes, and pre-existing commitments with European buyers, almost 55 MMt of U.S. LNG (75 bcm of gas) could be available to Europe this year,” states the report. “Destination flexibility in current contracts would allow for a significant increase in U.S. LNG shipments to Europe from their 2021 level of 22.2 MMt (30.4 bcm of gas), without any new long-term sales contracts,” and “European buyers also can negotiate with Asian contract holders to secure additional imports of U.S. LNG.”
“If shipment patterns during the first quarter of 2022 continue, the U.S. LNG industry will far exceed the short-term target, set by officials from the EU and the White House, of boosting U.S. LNG shipments to the EU by 15 billion cubic meters this year,” the report adds. “However, Europe’s increasing appetite for U.S. LNG comes at a cost—for Europe, for the U.S., and for the world.” That’s because “LNG imports are inherently more expensive for the EU than the Russian gas they replace. At the same time, U.S. consumers are now paying much more for their natural gas, because rising LNG exports have contributed to supply shortfalls and tight gas markets in the U.S.”
All of which means that “building new LNG infrastructure in the U.S. could be a long-term financial mistake,” Williams-Derry said in the release. “The U.S. is on track to meet European LNG supply goals using the plants it has, and new plants could face long-term challenges from fickle Asian demand and Europe’s climate commitments.
» Read article
» Read the IEEFA analysis
» More about LNG
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