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The science fight behind Biden’s gas pause

Presented by American Chemistry Council – Chemistry Creates America Competes: Your guide to the political forces shaping the energy transformation
Feb 05, 2024 View in browser
 
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By Joel Kirkland

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American Chemistry Council – Chemistry Creates America Competes

A tugboat helps guide a ship.

A tugboat helps guide the LNG Endeavor through Calcasieu Lake near Hackberry, Louisiana. | Martha Irvine/AP

Conventional wisdom has held that natural gas is cleaner than coal — and supporters have even promoted it as a “bridge fuel” for cutting climate pollution as countries move to renewable energy.

But that assertion is running up against new research amid a political fight over President Joe Biden’s temporary decision to limit the growth of liquefied natural gas exports, Benjamin Storrow writes.

Gas contributes more to global warming than once thought, according to a number of researchers who study the carbon content of fuels — even as its growing role as a power source in the U.S. has helped bring down emissions compared with the era when coal was king.

Concern among scientists and environmental opposition to natural gas has accelerated in recent months. In December, 170 climate scientists signed onto a letter asking Biden to reject plans to build more LNG export terminals. They said the process of shipping gas overseas is “at least 24 percent worse for the climate than coal” — a contention that industry groups call at odds with settled science.

“The notion that … LNG and natural gas reduce emissions by displacing coal is completely well established,” Dan Byers, vice president of policy at the U.S. Chamber of Commerce, told Ben.

But now gas’s climate impact is in for much more scrutiny. The White House last month paused LNG export permits so the Department of Energy can study their effect on climate change and domestic fuel prices, a move that provoked a storm of criticism from Republicans.

Carbon emissions in the U.S. electricity sector fell by a third between 2005 and 2022, the same period when gas-fired generation has toppled coal as the nation’s leading power source. But the scientists are debating so-called life-cycle emissions — soup-to-nuts pollution from the wellhead to the gas burner.

Methane, the major component of gas with potent planet-warming effects, enters the atmosphere when oil and gas producers flare or vent it. Studies on how much methane leaks from the gas supply chain, including pipelines, vary widely. Methane can also escape as a result of LNG exports, which rely on the energy-intensive process of supercooling gas to turn it into a liquid.

Coal’s carbon dioxide emissions are trapped in the air for a century. But the heat-trapping effect of methane emissions is more intense in the shorter term. That has complicated efforts to nail down exactly how much effect a large-scale LNG export business could have on the climate.

A 2019 study by the Department of Energy on the life-cycle climate emissions of LNG exports to Asia found it ranged from 54 percent to 2 percent less than local coal over two decades. The numbers were similar for LNG delivered to Europe.

But the genesis of the uptick in discussion about LNG emissions is based on a forthcoming Cornell University study, which has yet to be peer-reviewed.

Study author Robert Howarth, a Cornell professor and longtime sparring partner with the gas industry, said previous research hasn’t accounted for emissions associated with liquefying the fuel.

“We’re the world’s largest producer of natural gas. We were not 10-15 years ago. We are the largest exporter of natural gas. We didn’t export any 10 years ago,” Howarth said in an interview with Ben. “It’s totally the wrong trajectory.”

Howarth’s critics say his numbers are inflated and that his research is motivated by politics.

“It feels like we’ve got like a flat earth situation going on with these claims,” the Chamber's Byers said.

 

It's Monday — thank you for tuning in to POLITICO's Power Switch. I'm your host, Joel Kirkland. Power Switch is brought to you by the journalists behind E&E News and POLITICO Energy. Send your tips, comments, questions to jkirkland@eenews.net.

 

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A message from American Chemistry Council – Chemistry Creates America Competes:

President Biden: American chemistry is the backbone of innovation. It's time to address the regulatory overload stifling American chemistry. Chemistry powers our semiconductors, medical devices, and clean energy initiatives. But your administration’s avalanche of regulations is hampering America’s progress and competitiveness. American chemistry is more than an industry; it's our future. The Biden Administration must commit to smarter, growth-oriented regulations before it’s too late - because when chemistry is enabled to create, America competes.

 
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Joe Manchin and David Turk.

(From left) Senate Energy and Natural Resources Chair Joe Manchin (D-W.Va.) and Deputy Energy Secretary David Turk talk after a hearing on Capitol Hill on Sept. 7, 2023. Manchin will question Turk this week on the administration's natural gas export approval pause. | Francis Chung/POLITICO

Capitol Hill takes on Biden's gas export pause
Lawmakers will probe the Biden administration's pause on new liquefied natural gas export licenses this week, Nico Portuondo writes.

Energy Deputy Secretary David Turk is expected to defend the move this week at a Senate Energy and Natural Resources Committee hearing. The administration has said the pause won't choke off a well-supplied global market and will enable the Department of Energy to review how exports affect the climate and domestic LNG prices.

Republicans on the House Energy and Commerce Committee, meanwhile, will hold their own hearing on the topic Tuesday before the Energy, Climate and Grid Security Subcommittee.

“This latest attack on energy production is a political decision to appease radical climate activists at the expense of our energy security and the security of our allies,” committee Chair Cathy McMorris Rodgers (R-Wash.) and subcommittee Chair Jeff Duncan (R-S.C.) said in a joint statement.

The gold (hydrogen) rush is underway
Startups are looking for ways to tap hydrogen by drilling for it underground, Christian Robles writes.

The rush to find what's called "gold" hydrogen is fueled by $20 million in grants announced last year by the Department of Energy's Advanced Research Projects Agency-Energy.

The aim is to tap the fuel much like drilling for natural gas, with water interacting with iron-rich rocks and releasing hydrogen gas. There are potentially abundant amounts of gold hydrogen that could be used as clean and cheap fuel.

“The potential is huge,” said Geoffrey Ellis, a research geologist at the U.S. Geological Survey.

Green manifesto goes big on climate
European Greens called for the European Union to “achieve full climate neutrality by 2040” in the election manifesto that the party adopted Sunday.

The party is pushing nations to redouble their efforts to fight climate change ahead of June's European Parliament election, where Greens are at risk of losing seats as backlash to climate policies spreads across Europe, Louise Guillot writes.

The manifesto also seeks an EU plan for phasing out “fossil gas and oil as early as 2035 and no later than 2040.”

 

A message from American Chemistry Council – Chemistry Creates America Competes:

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In Other News

Don't park here: Paris voters passed a measure to sharply increase parking fees for heavy cars and large sport utility vehicles.

Big bucks for clean energy: The investing giant Brookfield Asset Management said Monday it had raised $10 billion for its newest clean energy transition fund.

 

A message from American Chemistry Council – Chemistry Creates America Competes:

President Biden, America’s priorities depend on chemistry

America’s chemical industry is the foundation of semiconductors, medical devices, infrastructure, defense, clean energy and more. But there's a looming threat – ballooning regulatory overload.

Over the past two decades, regulations on chemical manufacturing have doubled. This isn't just numbers, it's a reality that hampers policies like the Inflation Reduction Act, the Infrastructure Investment and Jobs Act, and the Chips and Science Act.

The Biden Administration’s current approach is a direct hit to America's innovation and global standing. We need to wake up to the reality that over-regulation stifles growth and production. It's time for the Biden Administration to adopt smarter, growth-oriented regulations.

Join us in urging the Biden Administration to stop undercutting national priorities and American competitiveness. American chemistry isn't just an industry -- it's our future. When Chemistry Creates, America Competes.

 
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Sen. Kyrsten Sinema (I-Ariz.).

Sen. Kyrsten Sinema (I-Ariz.), one of the lead negotiators of the supplemental spending and border bill, speaks with reporters at the Capitol. | Francis Chung/POLITICO

The Senate's supplemental spending deal released Sunday contains more than $2 billion in grants for uranium processing.

Four carbon capture pilot projects for the industrial and power sectors received up to $304 million in funding Friday from the Department of Energy.

The electric vehicle industry and U.S. miners told the Treasury Department that its recent proposal to deny tax credits for securing raw materials — like ore or scrap metal — stands to worsen looming critical mineral shortages.

That's it for today, folks! Thanks for reading.

 

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