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Net Zero Watch warns of growing grid instability

Net Zero Watch | April 29, 2025

With more than 50 million EU electricity consumers suffering blackouts yesterday, campaign group Net Zero Watch has reiterated its warning that the UK power grid is also becoming increasingly unstable.

Grid analysts have suggested a high likelihood that the extent of yesterday’s blackout in Iberia was a result of the Spanish grid operating almost entirely on renewables at the time. The stability of power grids depends on so-called ‘inertia’, a resistance to rapid change that is an inherent feature of large spinning turbines, such as gas-fired power stations, but not of wind and solar farms. Too much renewables capacity on a grid can therefore mean inadequate inertia. As a result, in grids dominated by wind and solar, faults can propagate almost instantaneously across grids, leading to blackouts.

In a recent Net Zero Watch paper, entitled Blackout Risk in the GB Grid, energy system analyst Kathyn Porter pointed out that Britain’s electricity system is also becoming increasingly unstable. Large fluctuations in grid frequency – the first sign of problems – are becoming much more common.

In the past four years, the upper operational [frequency] limit was breached around 500 times in each winter season… the number of such breaches has also been growing steadily, which is consistent with falling grid inertia… and a perception that the grid is becoming less reliable.

In addition, Ms Porter points out that the GB grid experienced a ‘near miss’ at the start of the year.

Net Zero Watch director Andrew Montford said:

For 20 years, every aspect of the grid has been subordinated to the concerns of the eco-warriors. It’s no surprise that our electricity system is now both unaffordable and dangerously unstable. We can no longer afford to have energy policy determined by fantastists.

April 29, 2025 Posted by | Malthusian Ideology, Phony Scarcity | | Leave a comment

Airbus pulls back on ‘green’ jet – WSJ

RT | April 21, 2025

European aircraft manufacturer Airbus is scaling back its hydrogen-powered jet project after spending nearly $2 billion, the Wall Street Journal has reported, citing sources.

The company announced in 2020 that it aimed to launch a zero-emission, H2-powered aircraft by 2035, calling it a potential breakthrough for aviation. Some industry executives had questioned whether the technology would be ready in time.

People familiar with the matter told the WSJ that Airbus had already spent more than $1.7 billion on the project, but concluded over the past year that technical hurdles and sluggish adoption of hydrogen across the economy would prevent it from meeting its target, according to a report on Sunday.

In early February, Airbus informed staff that the project’s budget would be cut and its timeline delayed, the sources said. A new schedule was not provided.

Later that month, CEO Guillaume Faury – who had initially described the hydrogen push as “a historic moment” – admitted the effort had not led to a commercially viable aircraft. Engineers would return to the drawing board in a second “development loop,” he reportedly said.

Airbus’s efforts to enlist a dozen airlines and more than 200 airports to explore hydrogen integration raised eyebrows, with airline and supplier executives privately doubting the 2035 target. At US rival Boeing – long skeptical of hydrogen – executives voiced concerns over safety and the technology’s readiness.

The EU has pushed aviation to decarbonize under its Green Deal, which aims to make the bloc climate-neutral by 2050. Airbus, partly owned by the French state, was required to channel part of a €15 billion (over $16 billion) Covid-era bailout into green aircraft development.

According to the WSJ report, the hydrogen program had helped Airbus unlock additional public and private green funding.

The retreat comes as wider enthusiasm for hydrogen fades, with companies like oil major BP and Finnish producer Neste scrapping plans for hydrogen projects. Some major European power companies have been rethinking amid high costs and difficulty transitioning away from fossil fuels, according to leading industry magazine Windpower Monthly.

April 23, 2025 Posted by | Malthusian Ideology, Phony Scarcity | | Leave a comment

Green Policies, Not Trump Tariffs, Killing British Steel

By Vijay Jayaraj | RealClear World | April 4, 2025

British Steel, the U.K.’s last bastion of primary steelmaking, announced plans to shutter its two blast furnaces at Scunthorpe, effectively ending 150 years of virgin steel production in Britain. Media outlets have rushed to pin the blame on U.S. President Donald Trump’s recent 25% tariffs on steel imports.

But this narrative is a convenient distraction from a far more insidious culprit: the U.K. government’s relentless pursuit of self-destructive green policies that have crippled British manufacturing for nearly a decade.

During the Industrial Revolution, Britain’s steel industry forged the island’s ascent as a global superpower. Steel was the sinew of progress, enabling the nation to outpace rivals and cement its economic and military supremacy well into the 20th century. Once the backbone of its industrial might, steel manufacturing has been suffocated by exorbitant energy costs and uncompetitive pricing – both direct consequences of a cult’s dogma that prioritizes reducing emissions of harmless carbon dioxide over economic survival.

Having produced over 20 million metric tons annually in the 1970s, output dwindled to a paltry 4 million tons by 2024. Meanwhile, imports have surged to 68% of domestic consumption, up from 55% in 2022, as cheaper foreign steel floods the market. The government’s pledge to “rebuild” the sector rings hollow when its own policies paved the way for this collapse.

British Steel’s owner, Chinese-owned Jingye, cited “highly challenging market conditions, the imposition of tariffs, and higher environmental costs” as reasons for the Scunthorpe closure, which threatens up to 2,700 jobs and could commence as early as June.

This shutdown is not a sudden reaction to external trade pressures but rather the inevitable outcome of a self-inflicted death spiral. While China and India make cheaper, carbon-intensive steel with no apparent “climate guilt,” the U.K.’s obsession with net-zero “virtue” turns its producers into sacrificial offerings at the green altar.

Green Policies: The Silent Assassin

Let’s dispense with the pleasantries: Britain’s green policies are more a national suicide than a noble crusade. For nearly a decade, successive governments have chased emissions targets with a zeal that ignores the realities of industrial survival. The Climate Change Act of 2008 set the stage, committing the U.K. to slash carbon dioxide emissions by 80% by 2050 – a hideous impossibility that was later tightened to the holy grail of the even more stringent “net zero.”

This ambition birthed a web of regulations, taxes, and subsidies that have jacked up energy costs to levels unmatched among Britain’s peers and made steel manufacturing impossible without incurring heavy losses.

One proposed solution was a shift to electric arc furnaces, which recycle scrap steel rather than producing it from raw materials with more carbon-intensive blast furnaces. However British Steel’s Chinese owner reportedly sought a $1.3 billion subsidy to fund the $2.6 billion change.

In addition, the U.K.’s industrial electricity prices are approximately 40% higher than France’s and about four times more than those of the U.S. For energy-guzzling steelmakers, such price differentials – a product of “green” energy choices – are a death sentence.

Adding to the pain of British Steel is the U.K. Emissions Trading Scheme that adds costs to the company’s emissions of carbon dioxide, a penalty largely evaded by Chinese and Indian rivals.

The world’s steel leader, China produces more than 1 billion metric tons annually – exceeding the U.K.’s total output over the past 47 years. India follows closely, churning out the metal at prices Britain can’t match.

The steel industries of China and India are fueled by cheap coal and minimal constraints on carbon dioxide emissions. Neither faces the punitive energy costs or emissions taxes that hobble British Steel. While the U.K. levies up to $103 on each ton of carbon dioxide emitted, China charges its manufacturers but a fraction of that. India has no national charge at all. The result? British Steel, saddled with green compliance costs, is priced out of the global market.

China and India didn’t need to lift a finger as Westminster policymakers chased a utopian vision that delivered industrial ruin. The media can spin its tariff tales, but the truth is plainer: Britain’s steel industry was slowly bled dry by a government too enamored with green dogma to see the carnage it wrought.

The demise of British Steel serves as a stark warning to manufacturing giants in Western Europe and the U.S. Trading cost-effectiveness for climate compliance is a Faustian bargain to be resisted by corporate executives and lobbyists.

Vijay Jayaraj is a Science and Research Associate at the CO2 Coalition, Fairfax, Virginia. He holds an M.S. in environmental sciences from the University of East Anglia and a postgraduate degree in energy management from Robert Gordon University, both in the U.K., and a bachelor’s in engineering from Anna University, India.

April 6, 2025 Posted by | Economics, Malthusian Ideology, Phony Scarcity | | Leave a comment

Saskatchewan becomes first Canadian province to fully eliminate carbon tax

Life Site News | April 1, 2025

Saskatchewan has become the first Canadian province to free itself entirely of the carbon tax.

On March 27, Saskatchewan Premier Scott Moe announced the removal of the provincial and federal carbon tax beginning April 1, boosting the province’s industry and making Saskatchewan the first carbon tax free province.

“The immediate effect is the removal of the carbon tax on your Sask Power bills, saving Saskatchewan families and small businesses hundreds of dollars a year. And in the longer term, it will reduce the cost of other consumer products that have the industrial carbon tax built right into their price,” said Moe.

Under Moe’s direction, Saskatchewan has dropped the industrial carbon tax which he says will allow Saskatchewan to thrive under a “tariff environment.”

“I would hope that all of the parties running in the federal election would agree with those objectives and allow the provinces to regulate in this area without imposing the federal backstop,” he continued.

The removal of the tax is estimated to save Saskatchewan residents up to 18 cents a liter in gas prices.

The removal of the tax will take place on April 1, the same day the consumer carbon tax will reduce to 0 percent under Prime Minister Mark Carney’s direction. Notably, Carney did not scrap the carbon tax legislation: he just reduced its current rate to zero. This means it could come back at any time.

Furthermore, while Carney has dropped the consumer carbon tax, he has previously revealed that he wishes to implement a corporation carbon tax, the effects of which many argued would trickle down to all Canadians.

The Saskatchewan Association of Rural Municipalities (SARM) celebrated Moe’s move, noting that the carbon tax was especially difficult on farmers.

“I think the carbon tax has been in place for approximately six years now coming up in April and the cost keeps going up every year,” SARM president Bill Huber said.

“It puts our farming community and our business people in rural municipalities at a competitive disadvantage, having to pay this and compete on the world stage,” he continued.

“We’ve got a carbon tax on power – and that’s going to be gone now – and propane and natural gas and we use them more and more every year, with grain drying and different things in our farming operations,” he explained.

“I know most producers that have grain drying systems have three-phase power. If they haven’t got natural gas, they have propane to fire those dryers. And that cost goes on and on at a high level, and it’s made us more noncompetitive on a world stage,” Huber decalred.

The carbon tax is wildly unpopular and blamed for the rising cost of living throughout Canada. Currently, Canadians living in provinces under the federal carbon pricing scheme pay $80 per tonne.

April 2, 2025 Posted by | Economics, Malthusian Ideology, Phony Scarcity | , | Leave a comment

New York Takes A Stab At A Green New Deal Demonstration Project: The Case Of Ithaca

By Francis Menton | Manhattan Contrarian | March 20, 2025

Many political jurisdictions claim to be on a path to eliminating emissions of carbon dioxide from their energy systems. Notable examples include California and New York in the U.S., and the UK and Germany in Europe. The Biden administration during its term in office even claimed to have set the entire U.S. onto a path toward what they called “net zero.” But so far none of these places has gotten anywhere near the goal. Indeed, as of today, many hundreds of billions of dollars into the effort, not one of them has even issued a detailed engineering plan of how this is supposed to be accomplished.

For reasons expressed in some dozens of posts on this blog, with the exception of a vast expansion of nuclear energy, I don’t believe that this “net zero” thing can actually be done, at least without entirely impoverishing the people. However, I’m completely willing to be proved wrong. For many years, I have been calling for a Demonstration Project to prove whether or not an economically-developed community is capable of achieving zero carbon emissions, or anything close to that (example here from 2022). Surely, if the entire U.S. can be expected to accomplish “net zero” in response to a government command, then it should be simple to build a working “net zero” Demonstration Project for a small town of, say, a few tens of thousands of people.

I’ve even proposed the perfect place as my candidate to be the guinea pig for the “net zero” demonstration: Ithaca, New York. After all, Ithaca is the most exquisitely climate virtuous place in what is already a deep blue state. It is home to two thoroughly left-wing academic institutions (Cornell University and Ithaca College), with their thousands of radical left-wing climate activist faculty and students. These people should leap at the chance to show the rest of the world how this “net zero” thing can be done. Also, the population (approximately 50,000) is in about the right range for a net zero demonstration project. (Note that the 50,000 is the combined population of the City of Ithaca and Town of Ithaca. Yes, for reasons known only to the geniuses of New York State local governance, Ithaca consists of two independent adjoining municipalities, a City and a Town, sharing the same name.). If “net zero” doesn’t work in a small place like this, the loss of investment could be large, but not catastrophic.

And in fact, when it comes to talking the talk, Ithaca would appear to be at the forefront of the green energy transition. Back in June 2019, the Ithaca City Common Council unanimously adopted what they called the “Ithaca Green New Deal.” A few months later, in March 2020, the Ithaca Town Council, also unanimously, adopted their own “Green New Deal Resolution.” Although there are differences, the Town’s Resolution incorporated much of the language of the City’s Resolution word-for-word. Not to be caught standing still, the next year, 2021, the City of Ithaca went a step further and announced that it would electrify all of its 6000 buildings. They didn’t actually use the words “demonstration project,” but clearly the key elements were now in place. Should we check in on how it’s going?

The short answer: It’s a complete joke.

First, let’s take note of some of the official goals. From the City of Ithaca Green New Deal resolution:

RESOLVED, That the City of Ithaca adopts a goal to meet the electricity needs of City government operations with 100% renewable electricity by 2025. . . . RESOLVED, That the City of Ithaca hereby adopts a goal of achieving a carbon neutral city by 2030. . . . RESOLVED, That the City of Ithaca endorses the following actions to achieve these goals: Create a climate action plan (CAP) in 2020 to provide details on how to achieve the Ithaca Green New Deal, and update the CAP regularly. . . .

And then there’s this, not found (at least today) on the City of Ithaca’s website, but reported on January 29, 2025 at the website of WSKG, the Ithaca PBS affiliate:

In 2021, the small city of Ithaca announced it would electrify all of its 6,000 buildings.

And how exactly was Ithaca going to electrify 6000 buildings within a few short years?

[Ithaca planned to achieve building electrification] with the help of one key partner: a technology company called BlocPower, whose then-CEO Donnel Baird said the company would make the mass electrification process fast and affordable. “There’s a lot of expensive engineering and financial and workforce development costs,” Baird told Ithaca’s common council in 2021, after it approved the mass electrification plan. “Our job is to remove all of that friction.”

OK, those were the goals. Now for the progress toward achieving them. If you go to the website of the City of Ithaca today, everything seems great:

Ithaca is leading the world. On June 5th, 2019, the City of Ithaca Common Council unanimously adopted the Ithaca Green New Deal resolution, a government-led commitment to community-wide carbon neutrality by 2030 that focuses on addressing historical inequities, economic inequality, and social justice. Two years after the resolution was signed, Ithaca established itself as a world-leader in climate mitigation planning and continues to pave the path forward as a blueprint for other cities across the U.S. and the globe.

But how about some actual facts on the ground. Let’s start with that building electrification thing. From that same January 25 WSKG piece:

[I]n recent months, BlocPower has quietly deserted its electrification and workforce training programs in Ithaca and several other cities, according to municipal leaders and organizations that worked with BlocPower. . . . In Ithaca, BlocPower ended its collaboration with the city after completing the electrification of only 10 buildings, according to Ithaca’s current sustainability director, Rebecca Evans. Last November, the company furloughed its Ithaca staff members and ended all partnerships in the city, Evans said.

6000 buildings, 10, whatever. Here is a picture from WSKG of “sustainability director” Rebecca Evans:

So, Ms. Evans, how about the big Climate Action Plan by which Ithaca will instruct the ignorant world how to get to carbon neutrality? Here’s another piece from WSKG, this one from several months ago (October 2024) reporting on recent revisions to the Plan. Excerpt:

The [Green New Deal] resolution . . . charged city staff with creating a formal climate action plan that would outline how the city would achieve those goals. Ithaca’s sustainability director, Rebecca Evans, wrote in a post on LinkedIn last month that she recently decided to scrap the version of that plan she had been working on. The decision, she said in an interview with WSKG, does not change the goals of the Green New Deal, but instead reframes the city’s approach of how it will achieve its commitments. Evans said that rather than prioritizing reducing emissions, the new plan will prioritize helping residents adapt to living in a warming world, while also working towards the city’s emissions-reduction goals. That could include providing residents with better access to social services, like housing and job training, and improving the city’s emergency response and electricity reliability.

Got it — They’ve given up on reducing emissions. And how about the City’s promise to get 100% of its own electricity from renewable sources by 2025? Are they really doing that right now? I can’t find a recent report, but there’s this from back in December 2011:

Beginning in January [2012], the City of Ithaca will purchase 100% of its electricity consumption from renewable sources. Under a new agreement with Integrys Energy Services of New York, Inc., Ithaca will purchase Renewable Energy Certificates (RECs) certified by Green-e Energy for all of its electricity.

Aha! It’s the magic of “Renewable Energy Certificates.” Apparently, those make it possible to get your electricity from wind turbines and solar panels on completely calm nights. If you are willing to believe it. Al Gore would be proud.

In short, everything about Ithaca’s Green New Deal is either a scam, or has been quietly abandoned, or both.

Here in New York City we have our own building electrification mandate called “Local Law 97” that is said to require some 50,000 buildings to convert to electric heat and cooking by 2030. Does anybody really think we can make any more progress toward such a goal than Ithaca?

March 23, 2025 Posted by | Economics, Malthusian Ideology, Phony Scarcity, Science and Pseudo-Science | , | Leave a comment

EU capital flight tops $300 billion – European Council president

RT | March 21, 2025

Capital outflow from the EU has reached €300 billion ($325 billion) annually as retail and institutional investors move their money into assets outside the region, European Council President Antonio Costa has announced.

The statement comes as the bloc is considering doubling its military aid to Ukraine and continues to pledge billions of euros in financial assistance to Kiev.

Speaking to reporters following the EC meeting on Thursday, Costa said that officials in Brussels are seeking to avoid capital flight by reducing energy costs that have already soared to their highest level in two years, hitting major industries and companies.

“As of today, around €300 billion of EU families’ savings flow out of European Union markets each year,” Costa said, acknowledging that business as usual is no longer an option for the bloc. “There is €300 billion that don’t fund businesses in the European Union.”

Among the steps aimed at luring investors back to the bloc, Costa mentioned slashing what Brussels calls “unnecessary” red tape by 25% for all EU companies and by 35% for small and medium-sized businesses.

The multibillion-dollar capital outflow comes at a time when the EU is pushing to maintain funding for Ukraine. The effort is driven by growing concerns in Brussels that US President Donald Trump could stop the flow of American arms to the government of Vladimir Zelensky.

Earlier this week, EU foreign policy chief Kaja Kallas proposed a hawkish plan that would double the bloc’s cashflow to Kiev for the year, making it €40 billion ($43.7 billion).

On Thursday, Hungary, which has long been critical of EU military assistance to Ukraine, refused to sign a joint EU communique calling for increased funding for Kiev.

Hungarian Prime Minister Victor Orban said that the EU is broke, as it has spent “all of its money” and realistically “doesn’t have a single penny left” to support Ukraine amid its conflict with Russia.

March 21, 2025 Posted by | Economics, Malthusian Ideology, Phony Scarcity, Militarism | , | Leave a comment

‘Death blow for the euro’ – AfD’s Weidel slams Germany’s massive new debt package

Remix News | March 19, 2025

The German Bundestag passed a historic debt package for defense and infrastructure yesterday, effectively changing the constitution to allow a suspension of the debt brake. However, a number of top German opposition politicians are making dire predictions about what this nearly €1 trillion in new debt will mean for Germany and Europe.

The largest opposition party to emerge from national elections, the Alternative for Germany (AfD), was perhaps the most vehemently opposed to the package. However, the BSW, the Left Party and the Free Democrats (FDP) all filed lawsuits against the deal and fought tooth and nail to stop it, but all of those lawsuits failed.

The co-leader of the AfD, Alice Weidel, is calling the debt a “death blow for the euro.” She said the debt will have a negative impact on future generations, consumers and taxpayers. Furthermore, she believes there will be massive disruptions in the credit markets in the future, rising interest rates, and a “spillover effect on the other eurozone countries.” Already, interest rates on European debt have risen sharply, and the fear is that periphery countries could see their borrowing costs skyrocket. In such a scenario, the euro could be significantly weakened.

She said Merz broke his election promises in dramatic fashion. In fact, the promise to keep the debt brake was even contained within the party election program of the CDU. There is already a sharp backlash amongst the party’s members to the betrayal, with some Germans already canceling their membership to the party.

“This is nothing less than the worst voter deception I have ever seen in the history of the Federal Republic of Germany,” said Weidel.

There was no significant dissent within the parties that passed the new debt package, with only Jan Dieren (SPD), Mario Czaja (CDU), and Canan Bayram (Greens) voting “no” to the package. In the end, the new debt package passed with a comfortable margin above the two-thirds majority required to change the constitution, with 513 for the deal and 206 against.

Of course, the opposition parties are outraged. The law passed under the old Bundestag, the one that had just been voted out of power. It was championed by Friedrich Merz, who promised his CDU would keep the debt brake in place. It represents a historic spending spree, but one with many handouts to the Green Party, including a commitment to “climate neutrality by 2045” enshrined in the constitution.

Among the speakers featured in the debate in the Bundestag was AfD MP Alexander Gauland, who was also a co-founder of the party.

“A lot of right and wrong things have been said in the course of this debate, both last Thursday and today. I would therefore like to make a few personal comments. Mr. Merz and I were in the same party for many years. I left because I could no longer tolerate Angela Merkel’s destruction of the CDU as a conservative-liberal bourgeois alternative to the left-green mainstream. Mr. Merz became a victim of her will to power,” he said.

Gauland also said he had high hopes for Merz at first, with a potential turnaround on immigration and a return to center-right policy, but instead, Merz has allied with the left and blocked a deal with the AfD.

“You sacrificed everything that was still conservative or middle-class in the CDU in order to become chancellor,” said Gauland. “Mr. Merz, you will probably become Federal Chancellor with the kind of policies we have seen in recent years. This policy will fail in the same way as the previous traffic light system. Not even their transatlantic ally in Washington supports their desperate endeavors to solve today’s problems with yesterday’s answers.

“Even if I have had doubts about my own party from time to time in recent years. Today, I am proud and happy to have launched it together with others in 2013. Because as of this week, the Merz CDU is the continuation of the Merkel CDU. Keep it up, Mr. Merz, and you will have to take responsibility for Germany’s decline in the future.”

Meanwhile, the CDU, CSU and Social Democrats (SPD) were triumphant.

Merz said that the financial package opens up “a perspective for our country that is urgently needed in the times we live in today.”

“Today’s decision is an unmistakable signal of Germany’s assumption of responsibility for a secure Europe and an economically stable Germany,” said CSU state group leader Alexander Dobrindt.

SPD leader Lars Klingbeil described the financial package as a “historic compromise” between the SPD, CDU/CSU, and the Greens. He said the debt would help rebuild Germany and beef up the military.

“The world is currently being re-measured; no one is waiting for Germany and no one is waiting for Europe,” said Klingbeil.

FDP parliamentary group leader Christian Dürr slammed Merz, saying he will lead “the first debt-ridden coalition in the Federal Republic of Germany.” He accused Merz of wanting to lead a government “that is prepared to sacrifice tomorrow’s prosperity for short-term election gifts.”

March 19, 2025 Posted by | Corruption, Deception, Economics, Malthusian Ideology, Phony Scarcity, Militarism | | Leave a comment

BP in crisis — The oil industry’s biggest loser on renewable energy

The iconic 120 year old company shares fall as rumors of a takeover spread

By Jo Nova | February 25, 2025

BP has lost a quarter of its share value in the last two weeks. The fall started when company profits turned out to be just $9 billion, down from $14b a year ago and $28b in 2022. As The Telegraph reports, “BP’s shareholders had realized that the green spending they supported in 2020 had halved their dividends.” But Shell, Chevron, and Exxon — the other oil giants — they were all doing much better.

Twenty years ago BP changed its branding to “Beyond Petroleum”. By 2020 the company was hellbent on getting there. Suicidally, the oil company pledged to reduce their own oil production by 40% by 2030, (which did nothing except help all their competitors) and promised to pivot into renewable power. BP set itself a target to increase renewables generation by a factor of twenty this decade. The media gushed  —  “BP Shuns Fossil Fuels“, said Politico. BP supposedly shone a light on “stranded oil and gas”!

Thus and verily, in mid 2020, with exquisite timing, BP management leapt headlong in the magical energy pit. They were sure that after the pandemic the world would ‘build back better’ with renewables “so their economies would be more resilient”... CEO Bernard Looney actually said that (probably while reading from the WEF handbook of “What to Wear for Billionaires”).

So BP flagged a write-down of $18 billion dollars in fossil fuel assets and talked of  “accelerating” it’s green investments. Then everything went wrong. Just after BP bet the house on renewables, the Ukraine war broke out and everyone needed oil and gas and no one needed another wind farm. There was a bonanza selling fossil fuels as prices lifted off (seen in the BP income in 2022) but suddenly no one could afford to buy real energy to make solar panels and turbines, and no one had much cash left to buy randomly-failing generators either. It’s been all downhill in renewables ever since.

Prior to this, BP operated Australia’s largest oil refinery for 66 years in Kwinana, Western Australia until it closed in 2021. Until a few weeks ago, BP was planning to launch a $600 million biofuel project on the same site, and the Australian government was thinking of tossing $1 billion dollars at a hydrogen project there too. They were supposed to turn cooking oil into av-gas and renewable diesel, and be a hub for hydrogen. It’s sadly pathetic and unravelling at warp speed.

The Telegraph has all the sordid details as British Petroleum fights for life.

BP faces ‘existential crisis’ after ruinous attempt to go green

The energy giant has vowed a ‘fundamental reset’ after its costly foray into net zero

Johnathon Leake and Ben Marlow, The Telegraph

Five years on from that speech in February 2020, the company is beleaguered by a ruthless activist investor, under pressure to boost its flatlining share price and considering a return to the oil and gas exploration that made it so successful to begin with.

The abrupt turn follows decades of crisis at one of Britain’s most venerable institutions. Today, its future is more uncertain than ever.

To win round doubters, he is expected to announce a major break with the last five years – shifting away from net zero and back towards its oil and gas heritage.

Pushed by analysts, Auchincloss, Looney’s replacement, confirmed a halt to all investment in wind and solar. “We have completely decapitalised renewables,” he said.

We can blame management, who had been on the fruity green path since 1997, and screwed up majorly, but oddly, 88% of BP shareholders also voted in favor of cutting oil and growing renewables which doesn’t make much sense. Not unless the rank and file votes were unknowingly cast-by-proxy through their hedge funds and pension accounts. Were 88% of British Petroleum investors really fooled into thinking oil was “bad” — or was BP quietly undermined by the big banker blob cartel who may have bossed all the pension funds into voting for Hari Kari? Larry Fink, head of BlackRock, pumped up the whole renewables bubble in 2020, and the bankers were known to boss around whole countries with threats of high interest rates if they didn’t behave.

Hypothetically if the Big Bankers were heavily invested in renewable stocks (which they were), then during a bubble, it would work out well for them if one of the largest oil and gas companies performed a large public flip to renewables. And as a bonus, if BP shareholders were stiffed in the process, the wreckage of a great company could be picked up cheaply a few years later…

So management were crazy, but they probably had help from The Blob Bankers and the Blob Media to really screw things up.

March 8, 2025 Posted by | Corruption, Deception, Economics, Malthusian Ideology, Phony Scarcity | | Leave a comment

Like dropping napalm on the whole Climate Blob: US EPA recommends dropping ‘endangerment finding’

If CO2 isn’t endangering lives, legally, there’s no reason to outlaw oil and gas

By Jo Nova | February 27, 2025

Marc Morano of ClimateDepot calls this the “holy grail” of the climate agenda. Most of the climate policies of the United States depend on “the Endangerment Finding”– so President Trump asked the new EPA head to look closely at it. This is the “finding” in 2009 that CO2 endangers the public, and that in turn means the EPA must regulate this “pollutant”. Thereby becoming the perfect excuse to allow the bureaucrats to regulate cars, trucks, planes, gas stoves and anything from hair dryers to home insulation.

The new EPA head just finished his 30 day consideration and recommends the Whitehouse rewrite the past conclusion entirely.

Ann Carlson of LegalPlanet says undoing the Endangerment Finding …”would mean full-blown warfare against all things climate.”  She describes how the entire bureaucratic edifice crumbles if CO2 is not a pollutant:

If the Administration were to reverse the endangerment finding, greenhouse gases would no longer need to be regulated under the Clean Air Act. Presumably, EPA would then simply move to revoke all of Biden’s major climate rules regulating cars, trucks, power plants, and oil and gas operations.   As Joe Goffman, former Assistant Administrator for Air and Radiation under President Biden, told Politico, recently, “taking away the 2009 endangerment finding would really make it almost a virtual formality to take down all the greenhouse rules for CO2 and methane,”

This great news, of course, blows some minds

From Bloomberg :

“There is a lot of shocking stuff happening now, but to completely deny climate change and any federal obligation to control the pollution that’s driving it would be shocking and irresponsible,” said David Doniger, senior attorney with the Natural Resources Defense Council.

Environmental advocates contend it also would be illegal. “Climate pollution is air pollution, and it is fueling a crisis,” said Margie Alt, director of the Climate Action Campaign. “There is no scientific basis – none – to claim otherwise.

Ann Carlson of LegalPlanet explains, bless her, that the EPA did all “the Science” and public consultation (after twenty years of indoctrination) to get this endangerment “finding” through in the first places so if Trump doesn’t follow the same process, they’ll get sued. She’s sure Trump would lose “because the science is… overwhelming”. Clearly, she has no idea ten times as many people die of the cold, (or even twenty times as many) or that the entire causal “evidence” for the dangers of CO2 depends on models that pretend the Sun is just a big light-globe. These models ignore the solar-electric field, the magnetic field, UV changes and the solar wind, and then, surprise, get nearly every prediction wrong.

Global warming saves 166,000 lives a year. It’s just a shame CO2 doesn’t cause more warming.

We’re just getting started

Believers are telling themselves all kinds of lies at the moment just to cope with the shock. They’re hoping that individual states will still be able to make self defeating climate rules, they’re warning it could take years for the EPA to get through the proper rule-making process. They’re comforting themselves that other legal doors will open if this one closes: even though teenagers might not be able to sue essential corporations for doing their jobs, “it could revive public nuisance laws” against oil producers. Praise the Lord!

Trump should not only set up a scientific group to investigate whether CO2 causes any harm, he should follow the evidence all the way. If the scientists consider the total cost-benefits of CO2, they’d easily show CO2 is an asset that feeds the poor, restores the forests, and improves life on Earth. Obviously, those companies and countries emitting CO2 are doing the world a favor. Coal, oil and gas plants should get tax deductions for their contributions.

Indeed, airconditioners save 20,000 lives in USA each year, so any products that increase the cost of electricity are the ones endangering lives…

March 3, 2025 Posted by | Malthusian Ideology, Phony Scarcity, Science and Pseudo-Science | | Leave a comment

The Trump effect goes global! ‘Anti-green sentiment’ growing worldwide

Austria, Belgium, Ireland, Germany, France, Italy, Argentina & others — booting out ‘progressive climate policies’

By Marc Morano | Climate Depot | March 3, 2025

The Trump Effect goes global! Insider Mag : “Anti-green sentiment worldwide… After returning to the Oval Office, Donald Trump’s first order of business was to pull the U.S. out of various environmental and energy efficiency initiatives. Right-wing populists gaining ground across Europe hold similar views. …

If populists successfully halt the world’s progress towards a “green” transition, the planet could face utterly tragic consequences …

Argentina, currently governed by prominent climate skeptic Javier Mileimay also withdraw from the Paris Agreement. …

In Germany, France, Italy, and other European countries, far-right parties, known for their climate skepticism, are gaining support. …

In France, following the triumph of Marine Le Pen’s far-right National Rally party in the European Parliament elections last summer, President Emmanuel Macron announced early parliamentary elections. … National Rally and its allies increased their number of seats in parliament from 89 to 142. National Rally calls the EU Green Deal, which aims to achieve climate neutrality by 2050, a tool of punitive environmentalism. …

In Italy, elections in 2022 brought the far-right to power for the first time since Mussolini’s day.

Related:

POLITICO : ‘Global action falters’ as ‘climate action is quickly becoming the catchall boogeyman for many Western countries’ – Germany ‘is making a U-turn’ – New Zealand ‘scrapping its climate goals’ & ‘Canada & Australia may soon follow suit’

Germany’s green backlash: ‘The end of Germany’s climate crusade’ – Used ‘climate policy as a punching bag’ – Joins ‘Austria, Belgium, Ireland & US.’ in booting out ‘progressive climate policies’ – Olaf Scholz, the defeated Germany chancellor, had led a coalition government with one of the most ambitious climate policies in the world. He had set out to achieve “climate neutrality” by 2045 – five years ahead of Britain’s net zero target, with exacting targets for rolling out electric cars and heat pumps. But with the German economy struggling, his opponents used Scholz’s climate policy as a punching bag. Friedrich Merz, the leader of the conservative Christian Democrats (CDU) and the winner of the election, posted on social media before the vote that the economic ministry would be led by “someone who understands that economic policy is more than being a representative for heat pumps”. While on the campaign trail, Merz said that the German economic policy of recent years had been geared “almost exclusively toward climate protection,” adding: “I want to say it clearly as I mean it: We will and we must change that.”

Even the mainstream media is baling on the climate agenda!

Reuters now admits total climate fiasco! ‘The pursuit of net zero carbon emissions has been a resounding failure. Despite trillions of dollars spent on renewable energy, hydrocarbons still account for over 80% of the world’s primary energy’

NY Post : The West must soon admit it: The Paris Accord was a disastrous mistake

March 3, 2025 Posted by | Economics, Malthusian Ideology, Phony Scarcity | , , | Leave a comment

Unraveling the Narrative Supporting a Green Energy Transition

By Planning Engineer (Russ Schussler) | Climate etc. | February 19, 2025

The purpose of this article is to summarize and debunk many of the issues in the narrative surrounding  the proposed green energy transition as applies to the electric grid.  The issues are so numerous that this piece is at once both too long and too short. A full unraveling deserves a book or series of books. This posting however challenges the narrative through summary comments with links to previous posts and articles which can be read for a more detailed explanation or for greater depth.

The Narrative

Efforts to hasten a “green transition” find support in a powerful and compelling narrative. The following statements are widely believed, embraced and supported by various “experts”, a large part of the public and far too many policy makers:

  1. Renewable Energy can meet the electric demand of the United States and World
  2. Renewable Energy is economic
  3. Renewable Energy sources can provide reliable electric service to consumers and support the grid
  4. Renewable energy sources are inexhaustible and widely available
  5. Clean Energy resources don’t produce carbon and are environmentally neutral
  6. Renewable Energy Costs are decreasing over time
  7. It will become easier to add renewables as we become more familiar with the technologies
  8. The intermittency problems associated with wind and solar can be addressed through batteries.
  9. Inverter based generation from wind, solar and batteries can be made to perform like conventional rotating generator technology
  10. Battery improvements will enable the green transition
  11. We are at a tipping point for renewables
  12. Wind, Solar, and Battery technologies collectively contribute to a cleaner environment, economic growth, energy security, and a sustainable future
  13. The world is facing severe consequences from increased CO2 emissions.
  14. There will be an inevitable and necessary transition to clean economic renewables
  15. Green Energy will allow independence from world energy markets
  16. The clean grid will facilitate clean buses, trucks, tanks, planes
  17. The third world will bypass fossil fuels and promote global equity
  18. Replacing fossil fuels with green energy will have huge health benefits
  19. It’s all about Urgency and Action

This narrative is compelling to many consumers and major policy makers. Unqualified acceptance of this powerful narrative makes it clear we should all be behind the movement to increase wind and solar generation along with other efforts to expand renewable resources.  Most all of the above statements making up the narrative are “somewhat” true. Unfortunately, the collective narrative as frequently adopted is at odds with the economics and physical realities of providing electric power and supporting civilization.

How did this narrative become so widely accepted despite dismal real-world results?  A previous posting discussed, “How the Green Energy Narrative Confuses Things” by using misleading language and distraction (#44). Additionally,  tribal loyalties enable distortions and suppress more realistic assessments (#18#10,#22, #42, &#39). While others should chime in on the social psychology supporting this movement, astute observers can’t miss the power of fear-based narratives, groupthink, demonization of dissenters and misplaced altruism (#39#18,& #10).  Incentives and their impact on key actors play a major role (#38 & #29). The media overblowing trivialities and focusing on continually emerging “good news” helps cement undeserved optimism.   The great many failures are conveniently forgotten. Finally, it should be noted that the electric grid has been very robust. In the short run you can make a lot of “bad decisions” before negative consequences emerge to challenge the narrative. At that point it may be too late.

The next section will explore and critically examine various elements of the narrative in a very brief fashion, with links in many cases providing more detailed explanations and information.

Unraveling the Narrative

  1. Renewable Energy can meet the electric demand of the United States and World
    • “Renewable Energy” is not a coherent category and allows for a lot of confusion. #40
    • The green energy narrative began with simple calculations which found that the energy which could be derived from renewable resources like hydro, solar and wind matched or exceeded the energy consumed as electric energy. It is not a particularly meaningful observation. #28
      • It does not consider what may be involved in making that energy available when needed, where needed, with the proper characteristics needed.
    • Demonstrating that sufficient energy exists does not say anything about our ability to harness such resources. Large amounts of various “renewable” energy sources, such as those listed below. But even though the energy is there, and small amounts can be harnessed, most know enough not say the energy presence itself makes an energy transition feasible soon.
      • Tidal Energy
      • Ocean Thermal Energy Conversion
      • Earths rotational energy
      • Earth’s magnetic field
      • Nuclear Fusion
      • Unconventional geothermal energy (Hot Dry Rock or Enhanced Geothermal Systems)
    • Using just sunlight and/or wind exclusively to power large motors, variable speed drives, non-linear loads, arc furnaces or power a modern civilization is not feasible at this time.
    • Projecting feasibility based only such “studies” or calculations may be from either a serious misunderstanding of the challenges to be faced or unconstrained infantile optimism around future breakthroughs.

2.Renewable Energy is Economic

    • In limited cases, yes. In many cases, only in a trivial sense for a limited set of costs associated with these resources.
    • While the marginal cost of production for wind and solar is low, approaching zero:
      • Total cost including backup and system needs tells a different story. #8 , #9#2, & #20
        • Costly investments in grid improvements and backup generation are needed to accommodate and support any significant amount of intermittent asynchronous generation . #3 & #17
        • Operationally there are significant dispatch costs for backing up wind and solar.
      • Wind and solar projects typically are in service for far shorter periods than projected.
    • The more wind and solar added to the system, the more costly they become.
      • Work best at low generation levels when they allow more costly resources to back down.
      • The lower their generation level, the more the system can accommodate them without additional costs. #2 & #26
      • It is demonstrated worldwide that increased levels of these resources are associated with higher electric costs for consumers and taxpayers.
    • While home solar can be subsidized to appear low cost, it is misleading for the big picture, especially as applications increase. #6 & #5
    • Average costs are misleading and cost measures such as LCOE are flawed as they do not reflect real world requirements. #8#3, & #9
    • Undoubtedly premature to advocate that that a resource is economic, without considerations of reliability, deliverability and its potential operation in conjunction within a resource mix as part of a grid.

3.Renewable energy sources can provide reliable electric service to consumers and support the grid.

    • Statement may be trivially true, but is generally inaccurate.
    • Generally, it is an accurate assessment for hydro, biomass and geothermal. #3 & #12
      • These involve traditional rotating machines in synch with the grid. They inherently supply essential reliability services for grid support.
      • These resources have flexibility for dispatch and ramping.
      • Geothermal and biomass are greatly restricted by local geography.
      • New applications of these resources face especially significant environmental challenges.
    • Not so true for wind and solar generation. #12 & #26
      • They provide energy intermittently and do not match demand patterns. #2#3, & #41
      • They do not spin in synchronism with the grid which has seriously inhibits their ability to support the grid. #7
      • They depend on the grid and synchronous rotating machines. #17
      • Problems associated with these resources increase as their penetration levels increase. #7
    • Supposed “proofs” that wind and solar support the system generally come from cherrypicked brief off-peak periods when renewable generation exceeded demand (not really a good thing.)
      • Grid support must be 24 hours/day during peak and extreme conditions. Configurations should ensure that the grid can go ten years with one loss of load expectation (LOLE).
      • Coasting through an off-peak period does not imply sustainability.
      • Where wind and solar match load, it is near certain that considerable spinning rotational machines (hydro or fossil fuel) are on the interconnected grid backing up these resources either serving other load not counted, or on-line spinning ready to take on load. #21
      • They may just come from accounting efforts, with no attention to flows or time periods.
    • Cost comparisons without considering reliability differences are worthless.

4.Renewable resources are inexhaustible and widely available.

    • The resources needed to construct and maintain such facilities as well as resources needed to back them up are not inexhaustible. #40
    • Geothermal is rarely available and some geothermal can be depleted.
    • Further hydro development is problematic in most of the developed world. In the US some dams are being eliminated to return to a more “natural” state.
    • Suitability for wind and solar varies considerably by region.
    • All resource needs for using generation resources should be considered. #40
      • Scarce resources are needed in the production of wind and solar power.
      • Expected sustainability before depletion may be higher for nuclear power and some fossil fuel generating resources, than for resources needed for wind, solar and battery facilities. Of course, emerging developments may change expectations for any resource.

5.Clean Energy resources don’t produce carbon and are environmentally neutral. #40

    • Adverse impacts from “green” resources have typically received considerably less attention from the media, policy makers and advocates than similar impacts from conventional generation.
      • Although when it’s in their backyard, the problems of wind, hydro and large solar emerge and they become targets of local environmental groups.
      • Over time, the adverse impacts related to their operation and disposal become more and more evident. Recycling is challenging to impossible for the large structural components and also the scarce resources needed for energy conversion.
    • The construction, maintenance and operation of such resources produce significant environmental impact including CO2 emissions.
    • Geothermal generation produces CO2.
    • Backup generators are often run inefficiently to allow for wind and solar generation.
      • Cases of fossil fuel, wind and solar generation may have higher emissions than similar cases with only fossil fuel generation running more efficiently.

6.Renewable Energy Costs are decreasing over time

    • Some components are dropping – but total costs are more questionable as there is considerable data showing costs are rising.
      • Often cost data refers only to specific components that are decreasing, not the full cost for the installed facilities needed to generate energy and power.
      • In particular, land and labor push up costs associated with wind and solar.
    • Increasing penetration levels raise overall costs for solar, wind and batteries. #26

7.It will become easier to add renewables as we become more familiar with the technologies.

    • Only easier in limited ways attributable to things like experience and benefits of scope.
    • Exponentially harder to add increasing levels of wind, solar and batteries. #26 & #2
      • Asynchronous and intermittent resources are harder to integrate as their levels increase.
      • Prime renewable locations will already be exploited, and less desirable locations remain.
      • Continued developments entails the need to move energy longer and longer distances.
      • As wind and solar increase, early adopters will be less able to lean on neighboring systems.

8.The intermittency problems associated with wind and solar can be addressed through batteries.

    • Possibly, but at a great cost and added complexity. #2#41, & #43
    • This assertion is extremely misleading when it implies that intermittency is the main problem.
      • Compared to the problems associated with asynchronism and the capabilities of inverter-based generation, intermittency is a much smaller problem.
      • Hiding/ignoring misleading points in the green narrative. #44
      • Asynchronism is the problem more so than intermittency.

9.Inverter based generation from wind, solar and batteries can be made to perform like conventional rotating generator technology.  #43#41#3, & #19

    • Note – most people are not aware of the asynchronous problems associated with wind, solar and batteries.
    • When these elements let the grid down, the cry is “make the grid more resilient” as if that has some real meaning.
    • When that problem can’t get ignored, the green narrative is to back up and have someone say with technological improvements, inverters can perform “like” synchronous generation without any recognition of the drawbacks.
    • When inverters are made to provide extra functionality, it raises the installed costs and entails a significant reduction in energy output and reliability.
    • Three phases of Inverter development, none have achieved widespread use
      • Pseudo inertia (synthetic inertia), Grid supporting, Grid Forming.
        • Phases are more goal oriented or aspirational than accomplishment based.
        • Each is intended to do more than the previous “development” phase to “mimic” rotating generators.
        • Research and applications are largely on paper, in laboratories and pilot programs. Few if any working plants are gaining needed operational experience.
      • The early phases were sold as “the way” to allow higher penetration of inverter-based generation but were found not be able to deliver as promised.
      • The insufficiency of these approaches was recognized long before any large-scale implementations were undertaken (Note-generally phased development follows a widespread deployment of earlier phases prior to successive improved phases. In this area, the task is so far beyond the capabilities that prior phases can’t really show much proof of concept in the field.)
      • Why should we expect the latest grid forming phase to do better than predecessors?
      • Overwhelmingly, most wind and solar applications on the grid do not have functioning special inverter capabilities of any sort.
    • Enhanced inverters may perform “like” rotating elements in limited environments, but this “like” way is radically inferior to the performance of rotating generators. #30#29
    • Inverter performance may improve with technological advances. However, they have an extremely long way to go.
      • Theoretically they can do a lot rotating machines cannot, but the complexity of taking advantage of that while coordinating with other changing elements across the grid so they all perform well together across all potential contingency conditions is immense.
      • Similar optimism exists for superconductors to improve the grids reliability and efficiency, but it would be extremely foolish to depend on either to support a planned energy transition. They are far from being judged as feasible.
    • This is the biggest problem the green narrative overlooks and is the major stumbling block to widespread integration of wind, solar and batteries.

10.Battery improvements will enable the green energy transition.

    • As discussed previously, batteries may address intermittency, but not the major problem of inverter-based generation.
      • Batteries suffer from the same inverter based problems as wind and solar.
      • Their inability to adequately provided needed system reliability services is usually not addressed. #29
    • Much is made of continual reports on improvements in battery technology
      • Many breakthroughs in research but they take development in differing directions and are not compatible with most of the other breakthroughs. “Breakthroughs” are typically not cumulative, corroborative or generally able to be combined.
        • Inverter-based improvements needed for wind, solar and batteries suffer from similar development challenges.
        • Consider the path of high temperature superconductors which were projected in the near term, but hit a wall before widespread practical applications could be employed.)
      • To control for extreme weather events (e.g. Dunkelflaute) might require that batteries completely ignore wind and solar capacity. Leaving tremendous amounts of unused capacity most of the time.

11.We are at a tipping point for renewables. #44

    • Which renewables are included is debatable. #40
    • Tipping point is not defined and only weak evidence is cited. –  #44

12.Wind Solar and Battery technologies collectively contribute to a cleaner environment, economic growth, energy security, and a sustainable future. #40 & #42

    • They might contribute small amounts at low penetration, but they are dwarfed by huge drawbacks at higher penetration levels.
    • In delicate environments, small compact fossil fuel-based energy sources may be superior to renewable resources with more intrusive footprints. #14
    • See v above.

13.The world is facing severe consequences from increased CO2 emissions.

  • The greater the risks from increasing CO2, the less we can afford to favor wind, solar and battery technology over more pragmatic approaches. #32
  • This is the most dangerous component to be incorporated into this narrative.
    • Because of this fear, it is argued we must chase bad ideas. #18
    • Because of this fear, dissent from these bad ideas is demonized. #18
    • Because of this fear, we must move to a panic mode and do counterproductive things. #1
      • The greater the risk from climate change:
        • The smarter we need to be.
        • The less we can tolerate bad ideas and wasted efforts.
      • Climate concerns do not change the physics of the grid nor the functioning of resources.
        • However, extreme weather will make “green” resources less suitable.
        • While the need for reliable, affordable power will be greater.
      • Green plans misdirect a lot of resources and weaken energy policy approaches. #42
        • If situation is that grim as regards CO2 emissions:
          • Perhaps that should outweigh any concerns around nuclear energy.
          • Perhaps environmental damage from new hydro is warranted as well to address climate.
          • If new nuclear and hydro are out, changing civilization is an option that needs to be on the table, frequently discussed and fully considered.
          • False appeals to questionable technologies will not help us.
          • False hopes of improving technology will only hurt us.

14.There will be an inevitable and necessary transition to clean economic renewables

    • When? It is very unlikely to be in the foreseeable future and certainly not in a planning time frame.

15.Green Energy will allow independence from world energy markets

    • We depend on other countries for material and components needed to construct renewable facilities.
    • Wind, solar and batteries cannot run steel mills and industrial processes needed for a “green” energy transition, not sustain civilization after (unless you call nuclear and hydro green)..
    • How is the fear of “foreign oil” so much more of concern than dependence on rare earth metals and other foreign imports.

16.The clean grid will facilitate clean buses, trucks, tanks, and planes

    • Not if it doesn’t work.
    • Wind, solar and batteries alone clearly cannot provide for such growth in electric consumption.

17.The third world will bypass fossil fuels and promote global equity

    • Nonsense

18.Replacing fossil fuels with green energy will have huge health benefits

    • More costly energy is associated with alternative use of dirty fuels creates hazardous pollution in many third world areas.
    • Rising costs of electricity generally encourages less clean alternatives that are more difficult to monitor.

19.It’s all about Urgency and Action

    • If urgency and action could dependably solve hard problems, years ago we’d have a cure for cancer and the common cold, flying cars, jet packs and ended world hunger.

It might be argued that the above refutations (even with citations) are too quick and lack detailed substantial evidence. While there is quite a bit out there that can be referenced, it should be pointed out that the arguments supporting a green transition are asserted without with much serious reasoning and far flimsier support than provided here.  That which is easily asserted without foundation should not require overly demanding refutations. Clearly when and if more detailed claims supporting a green energy transition are made, they can be answered with more detailed rebuttals.

Academics are a key part of the problem of a sustained false narrative. Much of the “evidence” out there comes from small studies of single variables with academic models which are stretched far behind what was analyzed.  Additionally, expert opinions come from many “experts” who “preach” far outside their fields of expertise and training. There are rewards in academia for furthering optimism on the green transition.  There are not so many incentives for nay-sayers.  Academics who understand the problems and would offer caution, generally do not have the reach of those who promote optimism by clouding the facts.  The many half-truths presented from different sources cannot be summed up to imply a credible narrative, even though many have the impression this makes a strong case.  #44

Clearly there are many discontinuities between theory and what is observed in the real world as regards the potential for wind, solar and batteries.  Milton Friedman said, “One of the great mistakes is to judge policies and programs by their intentions rather than their results.” I’d add, “What happens in the field should be more convincing what you calculated on paper”.  The next section will cover truths that need to be added to any considerations around our energy future.

Truths that need to be part of Energy Transition Narrative

These truths don’t get near as much attention as the above. Sometimes they are hidden and sometimes they are summarily denied rather than given the attention they deserve.

1)Adequately addressing the energy future requires we understand the true costs and benefits of ALL available and potentially available technologies. #1 & #3

2)Large grids are dependent upon and run on rotating machines. #3#7#11#26 & #12

3)No Grids run on asynchronous generation only (or majority asynchronous) without significant backup.

    • Despite reports that wind, solar and batteries power a system – real world cases always involve significant conventional generation backing them up somewhere on the interconnected grid.
    • Asynchronous wind, solar and batteries without rotating backup resources are not feasible power supply element for large power systems.

4)Hydro, biomass and geothermal are fine for grid support, but are problematic and/or not available in many areas.

5)Wind and solar face major challenges in achieving significant penetration levels and have many underdiscussed issues.

    • Wind and solar resources have more limited lifespans and greater costs than typically modeled. #8 & #9 Batteries may be worse.
    • Expected performance during and after disasters is often over-exaggerated.

6)Costs of Wind and solar resources are often hidden and assigned to others. #5#6, & #31

  • Rates that are subsidized by non-users. #5
  • Support costs are built into the transmission or distribution rate and paid by others.
  • Shorter life and costlier maintenance and replacements.
      • Ivanpah Solar facility ($2.2 Billion. 400 MW) shuttered in 11th year because it’s not worth the operating costs to keep the “free” energy online.
      • Wind Turbines have short lives and costly repairs.

7)If Nuclear is the right direction, current efforts at wind and solar are misguided. Nuclear plants run best full out with low incremental cost.   Displacing nuclear with intermittent wind and solar makes little to no sense.

8)It’s possible to subsidize a few things that have small costs to support development of green resources, but small costs multiplied by orders of magnitude are crushing. #6

9)Utility costs are regressive, dis-proportionally hitting those less well-off and least able to afford rising costs. These costs are more regressive than taxation schemes. #5 #6, & #31

10)If we must cut carbon emissions without nuclear and hydro, drastically changing civilization is an option that needs to be on the table, openly and frequently discussed and given full considered.

11)Energy Markets are not working well.  My take is energy provision cannot effectively and efficiently be broken into separated independent components. Utilities used to provide an amalgamation of goods and services for their customers.  Separating out distribution, and transmission services increase complexity, but still doesn’t set up energy or its components as commodities. Separate commodities for hourly energy, capacity, emergency power, reliability services, backup power, and spinning reserve eliminate many of the efficiencies available from full-service power supply. For example: daily energy markets don’t support long term emergency power. Who pays for facilities needed for only once in a decade extreme weather, and when and how do they pay for it?  Daily markets drive those resources which have emergency value out of business. Perhaps I am wrong, but experience tells us markets uncharacteristically are not working well for energy and energy services. #45

12)Credible plans for any electric energy future, let alone a major transition, will need to integrate studies of both supply and deliverability while balancing economics, costs and public responsibility. No conclusions about what may be worthwhile is possible without such considerations. #16 & #39

Other Topics that need to be considered

A)China and India’s CO2 emissions will likely dwarf emissions from western nations soon. Which is a more effective role for the US:

    1. As a leader developing, promoting and sharing clean fossil-based technologies to be emulated by developing and third world nations. #36
    2. As a leader among advanced nations promoting green technologies largely overlooked by most of the planet as they use less clean resources and their emissions grow exponentially?

B)What about developing countries in the third world? How we can hold them back by requiring they use a path that we can’t make work.  Their burdens are more significant than ours.

    1. Economic barriers – high initial investment or crushing burdens from foreign loans.
    2. Human capital -technical skill needs.
    3. These resources work even less well without an established strong grid.
    4. Often more extreme climates increase challenges.
    5. Specialized problems such as theft, waste management, and cultural acceptance.

C)Can effective regulation, as opposed to current regulatory practices revive nuclear construction significantly?

D)Energy density problem (EROEI) – Can solar and wind provide enough energy to be self-perpetuating considering full lifetime needs?

    1. There is no significant production of “green” infrastructure with wind and solar energy.
    2. Wind and solar infrastructure depend today on fossil fuel-based energy for their construction and operation.

E)Grid and energy prices are globally critical to healthy economies and a reasonable quality of life.

F)How do we incentivize policy makers to prioritize long term goals versus what’s expedient the next few years. #38 & #1

    1. Imprudent short-term boosts (ignoring maintenance, depleting reserves) provide temporary advantages while building for the future initially entails greater costs.
    2. For job evaluations, it’s easier to see what was done, rather than evaluate the long-term benefits of such programs
    3. Engineers professionally suffer for not supporting green goals
    4. Supporting green goals has rewards for practicing engineers.
    5. I have never seen anyone recognized & rewarded for standing up for the grid ten years ago.
    6. Bad incentives and the hope that technology or policy changes will arrive on time before things have gotten too bad, keeps most of those who might speak out in check.

G)How do we combat feel-good narratives? Energy is much more complex than recycling. Despite great under-achievement, renewable hopes have persisted for long time periods.  Will the false hopes of wind, solar and batteries be just as intractable despite real world experience?

How Does the Green Energy Narrative Remain Strong Despite the Big Picture?

It’s hard to argue against the “green energy“ agenda. “There’s always something just around the corner that’s going to change everything”, we’re often told (#34#43 & #24 ).  It’s seductive, “Somebody is investing a lot of money now in the next great thing and we should be part of that as well.” But those things don’t pan out.  There is broad support and rewards for going along with the “green” narrative, even for projects as ridiculous as “electric roadways” ( #42) and especially for projects as big and bold as the German Energiewende.  A decade ago, when warning of emerging  problems, countless times I was told that Germany had proved it could be done.  In this piece (#21) in 2017, a coauthor and I tried to point out the problems with that representation. Despite voices like ours, the world remained largely impervious to criticisms of the German experiment. By the time Germany’s huge failure became apparent for all to see, the argument moved on to Australia where “it’s now  being proved it can be done”.  Chris Morris and I did a series (#33#34#35) on Australia in 2023 highlighting our understandings of those efforts and our expectations for underperformance.  It’s not looking good for Australia, or England or for any who have raced to have high penetrations of wind and solar.  But dismal real-world results so far have not been much of a brake on the movement.  Renewable “experts” remain undeterred and unmoved by failed ideas.( #37)

Prior to the green energy narratives, there had been near continuous progress with engineers building and maintaining stronger and more robust grids that held up well across varied challenging conditions.  The trend was that widespread grid outages (not the same as distribution outages) were becoming increasingly rare as grids became more robust and resilient. The beginnings of the “green transition” served to slow and reverse that progress. Most grids are sufficiently strong such that significant degradations do not show up as system problems for quite some time. The likelihood that problems won’t manifest for some years down the road makes it hard for defenders of the grid to stand up to short term pressures to go greener. (#38)

The strong robustness of the grid makes it hard to clearly identify and point out emerging problems with the grid.  As I wrote here (#27)

The power system is the largest, most complicated wonderful machine ever made. At any given time, it must deal with multiple problems and remain stable. No resources are perfect; in a large system you will regularly find numerous problems occurring across the system. Generally, a power system can handle multiple problems and continue to provide reliable service. However, when a system lacks supportive generation sources, it becomes much more likely it will not be able function reliably when problems occur.

When an outage occurs, you can always choose to point a finger at any of the multiple things that went wrong. (#44#26)   Some traditional fossil fuel technology will always be included in the set of things that were not right.  (Loss of just renewables doesn’t usually cause big problems because apart from energy, they don’t support the system while in service.) For various reasons, advocates insist the finger should be pointed away from renewables (and the gap in needed system support) and at the conventional technology that was not perfect when the outage occurred.  It’s critical to note that conventional technology is never perfect across a large system, however we were able to make reliable robust systems that could easily accommodate such imperfections. But now the presence of less dependable resources and inverter-based energy makes systems far less robust, even during times when those problematic resources are working well. It’s  a near sure bet the next large grid outage will be largely caused by problems associated with high levels of wind and solar penetration, whether those resources are available during the outage or not.  That bet can’t be made, because no referee acceptable to both sides can be found.

Conclusions

The case for an energy transition based on wind, solar and batteries is grossly incomplete and stands against evidence and reason.  The green narratives sub-propositions in isolation contain some truths, but they are extended in misleading ways.   A collection of 200, 800, or ten million studies showing that isolated challenges around renewable resources can be addressed cannot make a case for reliable, affordable deliverable energy.  When the resources are ready, proponents can make a case by operating a small system without connection to conventional generation that experiences  varied load conditions and real-world challenges.  When a case for large scale penetration of wind, solar, and batteries has been made with adequate considerations of costs, reliability and deliverability, it can then be reviewed and challenged with detail.

Planning must balance economics, reliability and environmental responsibility using  real workable technology which conforms with the physics of the grid and meets the needs of society (#15,#16#25#23 & #32).  Electric supply and the grid are too important to base policies upon poor narratives and incomplete understandings. Hope for future improvements must be based on realistic expectations.  Going a short way down the “green” path is easy.  Adding a bit more “renewables: isn’t that expensive and the gird is plenty robust for incremental hits.  For most involved, it’s easier to go with that flow than to stand up for long-term concerns.  But we are getting closer to the cliff as costs continue to increase and reliability problems become more prevalent.

Policy makers need to consider a fuller and more complete array of truths around renewables and the grid. Rigorous considerations of many complex and interlinking issues between generation and transmission are needed to build and support modern grids. No-one, even those with a lifetime in the business, fully understands everything involved. Experience and incremental changes have served the development and operation of the grid well.  Many outside “experts”,  have next to no real knowledge of the complexities involved and propose dramatic changes. Without serious and time-consuming efforts from policy makers, real grid experts can’t compete with proposals that are basically founded upon tee-shirt slogans.  Spending money, altering systems, and hoping for the best based on the green narrative alone is a recipe for disaster.

Notes

Thanks to Meridith Angwin, Roger Caiazza and Chris Morris for reviewing drafts and providing useful comments.  I’ve tried to do a lot here in a limited space and the treatment is somewhat uneven across the broad range of topics. I welcome others to improve and build upon these ideas and structures.  I would be glad to assist in such efforts as long as it is not tied to other political, religious, or social issues.  My focus is on energy and encouraging reasonable energy policies and regulations.

Previous Postings and Articles Referenced

  1. Myths and Realities of Renewable Energy – 2014/10/22
  2. More renewables? Watch out for the Duck Curve – 2014/11/05
  3. All megawatts are not equal – 2014/12/11
  4. Taxonomy of climate/energy policy perspectives – 2015/02/03
  5. Clean Air – Who Pays? – 2015/02/09
  6. What should renewables pay for grid service? – 2015/04/21
  7. Transmission planning: wind and solar – 2015/05/07
  8. True costs of wind electricity – 2015/05/12
  9. Solar grid parity? 2015/05/31
  10. Why Skeptics hate climate skeptics – 2015/06/03
  11. Microgrids and “Clean” Energy – 2015/07/28
  12. Renewables and grid reliability 2016/01/06
  13. Energy strategies: horses for courses – 2016/03/20
  14. Energy and Environment on the “Garden Island” – 2016/06/16
  15. Drivers & Determinants for Power System Entities, Electric Energy (RMEL), Summer 2016,
  16. Balance and the Grid – 2016/09/12
  17. Reports of the Electric Grid’s Death Have Been Greatly Exaggerated Power Magazine 2017/04/1
  18. Science Marchers, Secretary Perry’s Memo and Bill Nye’s Optimism – 2017/04/24
  19. Renewable resources and the importance of generation diversity – 2017/05/09
  20. The Grid End Game T&D World 2017/06/26
  21. Myth of the German Renewable Energy Miracle – T&D World 2017/10/23
  22. Trying to Make Sense of Musk Love and Solar Hype – 2017/10/27
  23. Third-World Grid, Smart Grid or a Smart Grid? T&D World 2018/6/25
  24. Reflections on Energy Blogging – 2019/10/21
  25. Will California “learn” to avoid Peak Rolling Blackouts? – 2022/09/12
  26. The Penetration Problem. Part I: Wind and Solar – The More You Do, The Harder It Gets -2022/10/3
  27. The Penetration Problem. Part II: Will the Inflation Reduction Act Cause a Blackout? – 2022/10/11
  28. Academics and the grid Part I: I don’t think that study means what you think it means – 2023/01/04
  29. Academics and the grid. Part II: Are they studying the right things? – 2023/01/09
  30. Academics and the Grid Part 3: Visionaries and Problem Solvers – 2023/01/15
  31. Green energy: Don’t stick Granny with the bill – 23/01/29
  32. Net Zero or Good Enough? – 2023/02/09
  33. Australian Renewable Integration – Part 1 – 2023/03/02
  34. Australian Renewable Integration – Part 2 – 2023/03/08
  35. Australian Renewable Integration – Part 3 – 2023/03/11
  36. The Earths Green Future is Forked – 2023/04/03
  37. Renewable Experts: Undeterred and Unmoved by Failed Ideas – 2023/04/17
  38. Silence of the Grid Experts – 23/05/03
  39. Fauci, Fear, Balance and the Grid – 2023/05/08
  40. Time to retire the term ‘renewable energy’ from serious discussion and energy policy directives – 2024/02/05
  41. Time to Retire the Term “Renewable Energy” from Serious Discussions and Policy Directives: Part II – 2024/02/16
  42. Time to Retire the Term “Renewable Energy” from Serious Discussions and Policy Directives: Part 3 – 2024/02/22
  43. Wind and Solar Can’t Support the Grid – 2024/12/05
  44. How the Green Energy Narrative Confuses Things – 2025/1/30
  45. Assigning Blame for the Blackouts in Texas – 2021/2/18

February 24, 2025 Posted by | Economics, Malthusian Ideology, Phony Scarcity | | Leave a comment

Petroleum demand will rise despite push for renewables: OPEC chief

Press TV – February 22, 2025

Secretary General of the Organization of the Petroleum Exporting Countries (OPEC) says that petroleum demand will continue to increase in the coming decades despite a global move toward renewable energies.

In an interview with the Iranian Oil Ministry’s news service Shana, published on Saturday, Haitham al-Ghais said that the OPEC believes that oil and gas will continue to be the key element in the global energy trends even after 2050, the year in which many countries have pledged to phase out the use of fossil fuels as part of the so-called net zero campaign.

Ghais said that demand for oil and gas will fall in Europe in the coming decades while it will remain almost flat in the United States.

However, he said that the rest of the world will see a rise in petroleum demand as many countries in Asia and Africa will need hydrocarbon resources to meet their economic growth targets.

“… the unrealistic sense that was given to people about oil demand dropping by 75 million barrels per day by 2050, which we believe is really unrealistic,” he said.

The OPEC chief said that some European governments that are seriously opposed to the increasing consumption of fossil fuels have resumed using oil, gas and even coal to respond to their energy needs.

“… we believe that the problem is the net zero scenario, and it is quite dangerous actually, because it has, unfortunately, caused many governments to be misled into putting into place policies that have become much more expensive for their consumers.

February 22, 2025 Posted by | Economics, Malthusian Ideology, Phony Scarcity | , , | Leave a comment