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Much of what they’ve been doing—from cutting funding for the arts to cancelling major renewable projects—seems designed to insure that fracked gas will be our central legacy.
Way back in January of 2015, six months before Donald Trump began America’s escalator-like descent, Sen. John McCain of Arizona took to the floor of the Senate to describe Russia as “a gas station masquerading as a country.” He was responding to the invasion of Crimea, and demanding the US stand up to Moscow; within a few weeks others has shortened his bon mot to “gas station with nukes.” It hit at an essential truth: Russia, for all its size and might, hadn’t developed much of anything in recent decades; Vladimir Putin survived by pumping gas to the rest of the world, resting on the weapons his Soviet predecessors had bequeathed him.
Eight months into the second Trump administration, what are we? The president and his minions have been enriching themselves, and doing it by stripping the state that better women and men had built in the decades before. Our scientific and medical prowess? Our great universities? Our shared culture, from public broadcasting to the National Endowment for the Arts to the Kennedy Center? Even our history, as the Smithsonian comes under attack. But we still have a lot of fracked gas, dammit! And—viewed one way—much of what they’ve been doing seems designed to insure that fracked gas will be our central legacy.
On the list of odd things the administration has done, shutting down work on offshore wind projects off the New England coast may be among the oddest. These projects are enormous investments, have been in the works for many years, and have acquired (with painful slowness) the necessary permits. Now, just as they’re coming online, they’re being shut down. I can’t really think of any equivalent—it’s as if, in the 19th century we built the Erie Canal and then decided, forget it, let’s keep using wagons. It’s as if in the 20th century, we built the interstate highway system and then decided to simply seal off the exits and let it just lie there unused. What kind of logic turns a paid-for and productive asset into an aqueous Stonehenge?
This kind of logic: If those turbines start funneling electricity into New England, they won’t need to burn as much natural gas to produce electricity. They won’t need the new pipelines that Big Oil wants to build north. And who would that hurt? Well, Christopher Wright is Trump’s secretary of energy. He was formerly CEO of Liberty Energy, the nation’s second-largest fracking firm. Here’s how the Energy Department describes his background (after describing him as a “dedicated humanitarian”):
He founded Pinnacle Technologies and served as CEO from 1992 to 2006. Pinnacle created the hydraulic fracture mapping industry, and its innovations helped launch commercial shale gas production in the late 1990s. Chris was chairman of Stroud Energy, an early shale gas producer, before selling to Range Resources in 2006. Most recently, Chris served as chairman and CEO of Liberty Energy, where his team helped to expand the shale revolution to include oil as well as natural gas.
And here’s Christopher Wright, speaking at the Council on Foreign Relations on the eve of a trip to Europe next week to “promote American gas.” According to him, the Paris climate accords are “silly” and “climate change, for impacting the quality of your life, is not incredibly important. In fact, if it wasn’t in the news, in the media, you wouldn’t know.”
I have my guesses how well this will go down with Wright’s European hosts—the continent has just endured its worst wildfire season since record-keeping began. Portugal, Spain, and Greece have been especially hard hit; France recorded its biggest wildfire since at least 1949, which shrouded much of the country in smoke. As one local mayor said, “Everything is burned. More than half or three-quarters of the village has burned down. It’s hellish, a lunar landscape.” Even that green and pleasant isle of England has had its worst fire season ever, which makes sense since it was the hottest summer in UK history.
But for the moment let’s forget about Europe, and indeed about climate change, and instead focus on East Coast electricity users, because they’ll be paying the highest price for Wright’s folly. Canary Media’s Jeff St. John, in an epic account last week, laid out the costs of shutting down a massive source of supply that regional energy planners had been counting on:
It would leave a gaping hole in New England’s energy mix, driving up the region’s already-high electricity prices and leaving its grid more vulnerable to collapse during winter storms. New England’s grid operator has already factored the 704-megawatt wind farm into its plans starting next year. Delaying delivery of that power “will increase risks to reliability,” ISO New England warned in a statement last week.
In fact, that warning from the ISO, or Independent System Operator, in New England is worth reading. It comes from a largely anonymous agency charged with keeping the region online:
“Unpredictable risks and threats to resources—regardless of technology—that have made significant capital investments, secured necessary permits, and are close to completion will stifle future investments, increase costs to consumers, and undermine the power grid’s reliability and the region’s economy now and in the future,” ISO New England said in the statement.
That’s not the language these guys usually use. Abe Silverman, a Johns Hopkins researcher, called it “unprecedented.” But then, so is taking a huge energy generator offline for no reason:
“We’re talking about a really significant hit to consumers, at a time we’re all hyper-concerned about inflation and energy prices generally,” Silverman said. Losing Revolution Wind’s electricity could cost New England consumers about $500 million a year, he estimated, based on the value the project has secured in ISO New England’s forward capacity market and its potential to supplant costlier power plants used during grid emergencies.
And “we don’t need a bunch of fancy studies to tell us that these units are needed for reliability,” he said. New England has long struggled to meet electricity demand during winter cold snaps and summer heatwaves. When temperatures surpassed 100°F for several days in June, “they had every single generator on,” he said. “Here we have a unit that should be operating as of next summer that is now in doubt.”
But it’s during the winter months that the loss of Revolution Wind could be most keenly felt, said Susan Muller, a senior energy analyst at the Union of Concerned Scientists. That’s when the region’s limited supply of fossil gas is stretched even thinner, since the fuel is used both for building heating and power generation. ISO New England is banking on offshore wind—which blows most strongly in the winter—to meet energy needs as temperatures plummet.
As the Times reported, “Revolution Wind was expected to generate electricity for more than 350,000 homes at 9.8 cents per kilowatt-hour, a rate that would be locked in for 20 years and is cheaper than the average cost of electricity in New England, according to America’s Clean Power.” In fact, a new study released last week found that if Revolution Wind had been in operation last year, it would have saved consumers $400 million, lowering their energy prices 11% and “insulating ratepayers from expensive, volatile natural gas.” Given America’s insane levels of inequality, that might not mean much to “humanitarian” Wright: he sold his fracking stock for $53 million when he took the Energy Department job. But I live in New England—I know lots of people who have trouble paying their power bills.
There is no mystery here. Across the country, as Princeton’s Jesse Jenkins was the latest to point out, the old canard about renewable electricity being expensive is simply not true—many states with more wind have cheap power prices. It’s not less reliable; with new batteries just the opposite is true. In fact, in the heart of the shale fracking belt in Texas, the head of the state’s Energy Reliability Council said earlier this summer that its blackout risk had been greatly reduced. Read the numbers here to get a sense of how backwards Wright and Trump have it:
The addition of more than 9,600 megawatts of capacity to the state’s grid since last summer, coupled with conservative operations and reliable management, has produced this result, Vegas said at an ERCOT board of directors meeting this week.
“The state of the grid is strong, it is reliable—it is as reliable as it has ever been and it is as ready for the challenges of extreme weather,” Vegas said. “I feel confident that we are ready for this upcoming summer season.”
Of the new capacity added, 5,395 megawatts came from solar, 3,821 megawatts from energy storage and 253 megawatts from wind power. Kristi Hobbs, ERCOT’s vice president of system planning and weatherization, said the risk of emergency as the sun goes down and Texans continue to pump their air conditioners has been greatly reduced due to the large contributions from solar and battery storage.
“That does put us in a better position to get over those evening ramps as we go into late summer,” Hobbs said.
In the same time frame of the solar and storage additions, there’s been a net loss of natural gas capacity. Retirements, deactivations, and derates, or a loss of available capacity, of gas plants, resulted in a reduced capacity of 366 megawatts on the grid since last summer.
I am pretty sure that Christopher Wright knows all this. He tweeted out the other day that “wind and solar energy infrastructure is essentially worthless when it is dark outside, and the wind is not blowing.” This is not a mistake, I think; it’s a lie. Surely he’s heard about batteries, and surely he knows that they’re now one of the biggest sources of nighttime supply in California because they’ve been soaking up sunshine all afternoon.
But Wright and Trump don’t care about consumers of electricity. They don’t care about the big companies building the wind farms that they’re driving close to bankruptcy (these, remember, are competitors with Big Oil). They don’t care about the thousands of jobs lost in the process. Here’s how the head of the Building Trades unions described the stop work order:
Let’s call the Department of the Interior’s stop-work order for Revolution Wind what it is: President Donald Trump just fired 1,000 of our members who had already labored to complete 80% of this major energy project. A “stop-work order” is the fancy bureaucratic term, but it means one thing: throwing skilled American workers off the job after they’ve spent a decade training, building, and delivering.
This project isn’t some pipe dream; it’s real steel in the water and $1.3 billion in investment already on the ground. And with the stroke of a pen late on a Friday, President Trump personally signed off on killing these jobs and creating chaos. He pulled the plug on an almost-finished project, taking jobs, paychecks, and food off the tables of working families in Connecticut and Rhode Island.
No, I think it’s pretty clear that Trump and Wright are engaged in an effort to turn America into a—well, a gas station masquerading as a nation. They’ve already coerced New York Gov. Kathy Hochul into potentially allowing a natural gas pipeline through the state in return for allowing work to continue on the Empire State’s offshore wind project. They’re now at work on Massachusetts Gov. Maura Healey, and she appears to be caving; in truth, she may not have much choice. If the federal government cuts off the biggest and cheapest source of energy supply, she still has to keep the lights on and furnaces running.
Exactly the same thing that’s happening with wind is happening with solar—a new report Sunday warns that that “these policies could cut 44 GW of US solar growth by 2030—an 18% decline. Compared with pre-HR1 forecasts, that’s a total loss of 55 GW, or 21% fewer solar projects by 2030”:
“Solar and storage are the backbone of America’s energy future, delivering the majority of new power to the grid at the lowest cost to families and businesses,” said SEIA president and CEO Abigail Ross Hopper. She added that the administration is “deliberately stifling investment, which is raising energy costs for families and businesses, and jeopardizing the reliability of our electric grid.”
And if New England’s wind farms make an easy target because these states voted against Trump, that’s not true of the solar damage: “This year, 77% of new solar capacity has been built in states Trump won. Eight of the top 10 states for new installations—Texas, Indiana, Arizona, Florida, Ohio, Missouri, Kentucky, and Arkansas—all went red in 2024.”
This is an all-out effort to stifle competition with Big Oil. It could not be more cynical—it’s the Putin playbook, producing misery for normal people and big profits for politically connected oligarchs. That’s what “energy dominance” means. It won’t work in the rest of the world, I think—just at random, here’s a story about how battery storage is surging in Pakistan and another about the spread of solar to Brazil’s poor urban favelas and another about the island that Belgium is building to anchor its wind industry, and another about how even fast-growing India is now using less fossil fuel to generate electricity. Globally, solar construction surged 64% in the first half of the year.
So the world will continue on its rational course. But the US is now building solar at only about 8% of the pace of the Chinese. If this looting succeeds here at home, than in a decade foreign tourists who can still get a visa will arrive to gawk at the colonial Williamsburg of internal combustion, to see how primitive societies powered their lives. By then Trump will be gone, and Wright will still have his millions. For the rest of us, at least we will still have nuclear weapons to make us a “great nation,” just like Russia
Team Trump has mishandled American energy policy in every possible way literally since day one, setting the stage for higher electric bills.
The next two elections should be decided on the great questions of democracy versus authoritarianism, openness versus racism, science versus ignorance. But my guess is that electric bills may play at least as large a role.
And that should be a good thing for the forces of virtue, because team Trump has mishandled American energy policy in every possible way literally since day one—they’re setting up a debacle. But as we should know by now, Democrats are particularly good at turning debacles into nothingburgers. So let me try and lay out the script right now.
Let’s go back to US President Donald Trump’s first day in office. He declared an “energy emergency” because the production and “generation capacity of the United States are all far too inadequate to meet our Nation’s needs. We need a reliable, diversified, and affordable supply of energy to drive our Nation’s manufacturing, transportation, agriculture, and defense industries, and to sustain the basics of modern life and military preparedness.” If we didn’t get more electricity in particular, the White House said, we would fall behind China in the AI race, with disastrous consequences.
You can debate whether or not we need new AI data centers (My guess is that the technology has been oversold, and that we’re actually going to see fewer of them developed than people think). But you can’t debate two things.
Trump’s crusade against clean energy is obviously idiotic—windmills don’t cause cancer. But it’s more than idiotic—it’s the reason you’re paying more for electricity.
One, the obvious way forward for this country was to develop more sun, wind, and batteries. We know this because it’s what this country, and every other country around the world, had been doing for the last two years. More than 90% of new electric generation around the world last year came from clean energy, momentum that continued through the first quarter of the year. This was not because everyone in the energy business had “gone woke.” Texas, after all, installed more renewable capacity than any other state last year. It was because you could do it cheaply and quickly—we live on a planet where the cheapest way to make power is to point a sheet of glass at the sun.
But, two, the Trump administration immediately began to do absolutely everything in in its power to stop this trend and to replace it with old-fashioned energy—gas, and coal. They have rescinded environmental regulations trying to control fossil fuel pollution, ended sun and wind projects on federal land, cancelled wind projects wherever they could, ended the Inflation Reduction Act tax credits for clean energy construction and instead added subsidies for the coal industry. Again—short of tasking Elon Musk to erect a large space-based shield to blot out the sun, they’ve done literally everything possible to derail the transition to cheap clean energy.
And as a result, electricity prices are starting to skyrocket. If you don’t believe me, listen to this excellent recitation of a power bill in the style of Faulkner from a fellow with an excellent beard. And they are skyrocketing because our power systems are not moving into the new world.
For example: Trump issued an executive order designed to “reinvigorate America’s Beautiful Clean Coal Industry,” which explained that:
Our Nation’s beautiful clean coal resources will be critical to meeting the rise in electricity demand due to the resurgence of domestic manufacturing and the construction of artificial intelligence data processing centers. We must encourage and support our Nation’s coal industry to increase our energy supply, lower electricity costs, stabilize our grid, create high-paying jobs, support burgeoning industries, and assist our allies.
This is nonsense on a cracker, of course, and a new independent report last week found that consumers will be paying an extra $3-$6 billion dollars a year for the privilege of keeping coal-fired power plants open past their expiration dates:
Forcing utilities to continue to operate unneeded and costly coal-fired power plants past their planned retirement increases the electric bills paid by homeowners and businesses. It also undermines the competitiveness of US businesses such as manufacturing by raising electric rates.
Anyone who pays an electricity bill in any region outside the Northeastern US could be footing the bill. Electricity costs could increase by tens if not hundreds of millions of dollars per year in most states.
If you want more detail on this topic, by the way, David Roberts has a very fine interview with the (very fine name) Frank Rambo, who also points out that the coal-fired power plants they’re trying to keep open are not just the most expensive possible source of electric but among the least reliable:
Now, the thing about coal, as it’s been circling the drain, the coal plants that are left are running much less. They’re not running as these baseload where you run it, you might dial it down at night when demand for electricity is lower, but you’re basically always running it.
They are now running much less. They’re running more where they’re having to cycle through, to cycle on and off. And a coal-fired boiler is not built to operate that way. Again, it’s a 20th-century resource for a 21st-century grid, and that causes a lot of maintenance issues. So that they have to—all of a sudden it’s called a "forced outage."
They have to take it offline. So it’s somewhat ironic they are relying on—the DOE is relying on —the one, one of the resources that’s becoming less and less reliable.
Anyway, this level of corruption and incompetence—remember, all this is happening because candidate Trump literally told the fossil fuel industry they could have anything they want if they gave massive contributions to his campaign, and then they did—should open up his party to scrutiny and to scorn. At some level Democrats are figuring this out—as the Washington Post said last week, they have lots to work with, beginning with Trump’s promises that electric bills would fall:
“Under my administration, we will be slashing energy and electricity prices by half within 12 months, at a maximum 18 months,” he told an audience in North Carolina in August 2024.
Trump’s first 12 months aren’t over yet. But so far, the data show prices trending in the wrong direction. And Democrats are keen to make Trump pay for that.
They are crafting an argument that not only have prices not come down but the sweeping tax and spending law Trump signed into law in July will make energy costs worse.
In fact, as NPR reported recently, electricity costs are now climbing twice as fast as inflation, which should give the Dems a huge opening. And indeed the Senate Dems have put together a bill that would cut those costs. But take a look at the press release from Sen. Chuck Schumer (D-N.Y.)—really, just look at the headline—and ask yourself if the Dems have really figured out the snappy rhetoric they need to take advantage of the situation.
I’d say the real danger is the GOP will go on the attack instead, blaming electricity price hikes on their favorite target, Joe Biden. You can already see it happening—here’s Murdoch’s New York Post trying to blame Biden (and New York Gov. Kathy Hochul and New Jersey Gov. Phil Murphy) for being Green New Dealers. (Ironic, since they’ve actually done much to disappoint enviros in their states). And here’sTrump’s Energy Secretary (and former fracking exec) Christ Wright yesterday moaning that it’s all Joe Biden’s fault:
“The momentum of the Obama-Biden policies, for sure that destruction is going to continue in the coming years,” Wright told Politico during a visit to wind- and cornrich Iowa. Still, he said: “That momentum is pushing prices up right now. And who's going to get blamed for it? We're going to get blamed because we're in office.”
This is all inane. Wright was standing in Iowa, which has some of the lowest electric rates in the country—the average Iowan will spend 39% less on electricity than the average American. Why? Because it produces 57% of its electricity from the wind, the second-biggest wind state in the country. The same thing is true across the country. Here’s Stanford professor Mark Jacobson, explaining the math in the Wall Street Journal:
How do the 12 highly renewable states rank in terms of electricity prices? Ten of them are among the 19 states with the lowest electricity prices. Seven are among the 10 states with the lowest prices. South Dakota, with renewables supplying 95% of demand, has the ninth-lowest electricity price. North Dakota (52% renewables) has the lowest. More renewables mean lower prices.
Only California and Maine have high renewables and high prices. Why? California’s industrial price of natural gas, needed for electricity backup, is routinely the third highest in the US and twice the US average. Plus, utilities have passed to customers the costs of wildfires from transmission-line sparks, undergrounding transmission lines, the San Bruno and Aliso Canyon gas disasters, retrofitting gas pipes following San Bruno, and keeping the Diablo Canyon nuclear-power plant open.
California’s use of more renewables and batteries in 2024 than in 2023 increased grid reliability, however, as evidenced by 52% lower spot electricity prices this March to June, versus the same period in 2023. This slowed retail electricity-price rises.
More renewable electricity generators and batteries reduce energy prices. Even in states with high electricity prices caused by other factors, renewables and battery storage keep prices lower than they otherwise would be.
So Democrats need to get good at saying this. They need props—solar panels, batteries. They need sound bites. They need lots and lots of solar installers speaking up, and lots of people with solar on their roofs holding up their teeny tiny bills for the camera. The Dems need to be on the offensive, and sometimes they need to be offensive. The basic line: Trump’s crusade against clean energy is obviously idiotic—windmills don’t cause cancer. But it’s more than idiotic—it’s the reason you’re paying more for electricity.
The Department of Energy literally put out a tweet last month with a picture of a hunk of a coal and the legend “She is the moment.” But in fact coal is 18th-century technology, and gas is 19th-century technology, and now we’re in the 21st century where people know how to intercept the rays of the sun and the breeze in the air and turn them into the cheapest electricity the world has ever seen. And Trump’s getting in the way of that.
"This new normal isn't static, it will get worse as we continue to burn more fossil fuels," one protester said.
Ten Extinction Rebellion protesters blockaded an English oil and gas field on Monday in support of a landmark U.K. Supreme Court ruling that was supposed to stop drilling at the site.
In June of this year, the court ruled that the Surrey County Council failed to consider the climate consequences of burning the oil obtained from a site near London's Gatwick Airport when it granted U.K. Oil and Gas (UKOG) permission to exploit the so-called Horse Hill oil extraction site. Despite the ruling, however, UKOG continues to pump oil.
"The Supreme Court decision was a beacon of light in a world of dire climate news," protester Helen Burnett, a Parish priest who lives within five miles of the site, said in a statement. "With U.K. crop yields plummeting, flooding at scale on every continent, droughts, intense hurricanes supercharged by a hotter sea, one after the other. This new normal isn't static, it will get worse as we continue to burn more fossil fuels. I urge Surrey's officers and councilors to respect the Supreme Court decision, and order UKOG to stop work at Horse Hill immediately."
"It's really quite simple. Surrey County Council need to tell Mr. Sanderson to stop all activity at Horse Hill until UKOG have planning permission."
A small group of protesters sat in front of the site to block any vehicles from entering, holding signs reading, "Surrey County Council, Stop UKOG Flouting Supreme Court Horse Hill Ruling," "[UKOG] CEO Stephen Sanderson Stop Pumping Oil Unlawfully at Horse Hill," and "No More Planet Killing Emissions—Time to Restore Horse Hill to Nature."
At stake in the Supreme Court case is whether or not a governing body, when considering approval for a new fossil fuel site, must consider only the greenhouse gas (GHG) emissions produced directly by activities at the site or whether it must account for the climate pollution produced by the oil, gas, or coal once extracted.
When the Surrey County Council granted UKOG permission to drill for 3.3 million metric tons of crude oil for 20 years at Horse Hill, it only weighed the impacts of the former, prompting Extinction Rebellion member Sarah Finch to sue. Finch argued that 2017 Environmental Impact Assessment (EIA) Regulations required review of downstream emissions. After an appeals court failed to reach a decision, the Supreme Court agreed.
In a June 20 judgment, Lord Leggatt wrote:
It is agreed that the project under consideration involves the extraction of oil for commercial purposes for a period estimated at 20 years in quantities sufficient to make an EIA mandatory. It is also agreed that it is not merely likely, but inevitable, that the oil extracted will be sent to refineries and that the refined oil will eventually undergo combustion, which will produce GHG emissions. It is not disputed that these emissions, which can easily be quantified, will have a significant impact on climate. The only issue is whether the combustion emissions are effects of the project at all. It seems to me plain that they are.
At the time, the ruling was considered a major win for the climate movement, with the potential to halt larger scale projects such as the Rosebank and Jackdaw North Sea fossil fuel fields.
"The words 'Finch ruling' now invoke dread in oil, coal, and gas company boardrooms," The Times wrote in September.
Yet the ruling will have no impact if companies like UKOG simply ignore the courts and local authorities don't stop them.
"Stephen Sanderson, CEO of failing oil company UKOG, is making Surrey County Council look weak and ineffectual in the face of blatantly unlawful oil extraction," said protester James Knapp from Dorking, who has three children.
Knapp also expressed concerns that UKOG's attitude of lawlessness could extend to other issues at Horse Hill:
The site has been plagued by incidents in its short history including a rig fire, local residents and grazing horses affected by noxious fumes, hundreds of thousands of pounds worth of damage from the earthquake swarm which coincided with oil workers returning to the site, and a fine from the Health and Safety Executive for irregularities which left the oil well vulnerable in blow out situations.
Another protester, 69-year-old retired teacher Jackie Macey, summed it up: "It's really quite simple. Surrey County Council need to tell Mr. Sanderson to stop all activity at Horse Hill until UKOG have planning permission. They will be enforcing a Supreme Court judgment and no reasonable person could possibly criticize them for that, so I urge them now to do what they should have done as soon as the Supreme Court decision was handed down; instruct them to stop the works now."
As to what should happen to the site going forward?
"If a new planning application does ever arrive from UKOG, we will be making the case that the site should be restored to nature," Macey said. "Enough is enough!"