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On NYC Climate Week, a brewing storm, and net zero targets
Current conditions: One of South Africa’s busiest highways has reopened after an unusual heavy snowfall • The streets of Cannes turned to rivers as heavy rains swept through southeast France • It will be about 70 degrees Fahrenheit and cloudy in New York City for most of Climate Week.
Climate Week kicked off in New York City yesterday. The event, which corresponds with the 79th United Nations General Assembly, is expected to draw some 100,000 people – including entrepreneurs, financiers, CEOs, diplomats, scientists, and creatives – to discuss climate solutions. More than 900 events are planned all over the city. Climate Week has become “the unofficial climate summit of the year,” as Bloombergput it, not just because of its size, but also because of the low expectations going into November’s U.N. COP29 climate summit in Azerbaijan (expected to draw just 40,000 people). Climate Week organizers toldThe Wall Street Journal they’d seen more than 1,350 people apply to speak this year, up from 650 last year. Here’s this year’s official agenda. The event runs through September 29.
Forecasters are warning people in Florida’s Panhandle and along the eastern Gulf coast to prepare for a hurricane as a storm churns through the unusually warm Caribbean waters. It is expected to strengthen into Tropical Storm Helene today or tomorrow, and then become a hurricane Wednesday before making landfall Thursday. “Helene could become a formidably strong hurricane in the Gulf,” according to The Weather Channel. “That’s because heat content is one favorable ingredient for intensification, and the map below shows there is plenty of deep, warm water in the northwest Caribbean and parts of the Gulf of Mexico.”
Weather.com
The Republican-led House of Representatives on Friday passed a bill that aims to block new emissions standards for light-duty and medium vehicles that were put in place by the Environmental Protection Agency in March. The vote was 215 to 191, with eight Democrats joining 207 Republicans in support. But the bill is very unlikely to get past the Senate, and will face a veto if it somehow makes it to President Biden’s desk. The EPA estimates that the rules could see EVs make up anywhere between 30% and 56% of new light-duty sales from model years 2030 to 2032, and avoid more than 7 billion tons of carbon dioxide emissions and provide nearly $100 billion of annual net benefits to society by improving public health, and reducing fuel and maintenance costs for drivers.
More than 40% of “non-state entities” – that is, major companies, regions, and cities – do not have targets in place for curbing greenhouse gas emissions, according to a new report from Net Zero Tracker. The group’s annual stocktake examines net zero targets “across all countries, states, regions in the largest 25-emitting countries in the world, all cities with more than 500,000 inhabitants, and the largest 2,000 publicly listed companies in the world.” It found that, while more net zero targets are being made, many of these fall short on integrity measures, like providing clarity on the use of offsets, covering all emissions scopes, annual progress reporting, and having a published implementation plan. Among the major companies that do not yet have a mitigation target are Tesla, Nintendo, and Berkshire Hathaway.
Net Zero Tracker
Police arrested a California firefighter on Friday suspected of igniting five brush fires while off duty over the last month or so. Robert Matthew Hernandez, a 38-year-old CAL FIRE fire apparatus engineer, is under investigation in connection with the Alexander Fire, the Windsor River Road Fire, the Geysers Fire, and the Geyser and Kinley fires. Luckily the blazes combined only burned through less than an acre, CAL FIRE said. But the strange development comes as the state’s firefighters have been battling fires that have charred almost a million acres, fueled by high temperatures and dry vegetation. “I am appalled to learn one of our employees would violate the public’s trust and attempt to tarnish the tireless work of the 12,000 women and men of CAL FIRE,” Joe Tyler, the agency’s director and fire chief, said in a statement. Some of this year’s biggest fires in the state have been linked to arson.
There were just 1,228 mentions of “climate change” in the nearly 200,000 hours of unscripted TV that aired in the U.S. in the six months between September 2022 and February 2023. Fifty-eight of those mentions were on “paranormal/mystery” programs.
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From Kansas to Brooklyn, the fire is turning battery skeptics into outright opponents.
The symbol of the American battery backlash can be found in the tiny town of Halstead, Kansas.
Angry residents protesting a large storage project proposed by Boston developer Concurrent LLC have begun brandishing flashy yard signs picturing the Moss Landing battery plant blaze, all while freaking out local officials with their intensity. The modern storage project bears little if any resemblance to the Moss Landing facility, which uses older technology,, but that hasn’t calmed down anxious locals or stopped news stations from replaying footage of the blaze in their coverage of the conflict.
The city of Halstead, under pressure from these locals, is now developing a battery storage zoning ordinance – and explicitly saying this will not mean a project “has been formally approved or can be built in the city.” The backlash is now so intense that Halstead’s mayor Dennis Travis has taken to fighting back against criticism on Facebook, writing in a series of posts about individuals in his community “trying to rule by MOB mentality, pushing out false information and intimidating” volunteers working for the city. “I’m exercising MY First Amendment Right and well, if you don’t like it you can kiss my grits,” he wrote. Other posts shared information on the financial benefits of building battery storage and facts to dispel worries about battery fires. “You might want to close your eyes and wish this technology away but that is not going to happen,” another post declared. “Isn’t it better to be able to regulate it in our community?”
What’s happening in Halstead is a sign of a slow-spreading public relations wildfire that’s nudging communities that were already skeptical of battery storage over the edge into outright opposition. We’re not seeing any evidence that communities are transforming from supportive to hostile – but we are seeing new areas that were predisposed to dislike battery storage grow more aggressive and aghast at the idea of new projects.
Heatmap Pro data actually tells the story quite neatly: Halstead is located in Harvey County, a high risk area for developers that already has a restrictive ordinance banning all large-scale solar and wind development. There’s nothing about battery storage on the books yet, but our own opinion poll modeling shows that individuals in this county are more likely to oppose battery storage than renewable energy.
We’re seeing this phenomenon play out elsewhere as well. Take Fannin County, Texas, where residents have begun brandishing the example of Moss Landing to rail against an Engie battery storage project, and our modeling similarly shows an intense hostility to battery projects. The same can be said about Brooklyn, New York, where anti-battery concerns are far higher in our polling forecasts – and opposition to battery storage on the ground is gaining steam.
And more on the week’s conflicts around renewable energy.
1. Carbon County, Wyoming – I have learned that the Bureau of Land Management is close to approving the environmental review for a transmission line that would connect to BluEarth Renewables’ Lucky Star wind project.
2. Nantucket County, Massachusetts – Anti-offshore wind advocates are pushing the Trump administration to rescind air permits issued to Avangrid for New England Wind 1 and 2, the same approval that was ripped away from Atlantic Shores offshore wind farm last Friday.
3. Campbell County, Virginia – The HEP Solar utility-scale project in rural Virginia is being accused of creating a damaging amount of runoff, turning a nearby lake into a “mud pit.” (To see the story making the rounds on anti-renewables social media, watch this TV news segment.)
4. Marrow County, Ohio – A solar farm in Ohio got approvals for once! Congratulations to ESA Solar on this rare 23-acre conquest.
5. Madison County, Indiana – The Indiana Supreme Court has rejected an effort by Invenergy to void a restrictive county ordinance.
6. Davidson County, North Carolina – A fraught conflict is playing out over a Cypress Creek Renewables solar project in the town of Denton, which passed a solar moratorium that contradicts approval for the project issued by county officials in 2022.
7. Knox County, Nebraska – A federal judge has dismissed key aspects of a legal challenge North Fork Wind, a subsidiary of National Grid Renewables, filed against the county for enacting a restrictive wind ordinance that hinders development of their project.
8. Livingston Parish, Louisiana – This parish is extending a moratorium on new solar farm approvals for at least another year, claiming such action is necessary to comply with a request from the state.
9. Jefferson County, Texas – The city council in the heavily industrial city of Port Arthur, Texas, has approved a lease for constructing wind turbines in a lake.
10. Linn County, Oregon – What is supposed to be this county’s first large-scale solar farm is starting to face pushback over impacts to a wetlands area.Today’s sit-down is with Nikhil Kumar, a program director at GridLab and an expert in battery storage safety and regulation. Kumar’s folks reached out to me after learning I was writing about Moss Landing and wanted to give his honest and open perspective on how the disaster is impacting the future of storage development in the U.S. Let’s dive in!
The following is an abridged and edited version of our conversation.
So okay – walk me through your perspective on what happened with Moss Landing.
When this incident occurred, I’d already been to Moss Landing plenty of times. It caught me by surprise in the sense that it had reoccurred – the site had issues in the past.
A bit of context about my background – I joined GridLab relatively recently, but before that I spent 20 years in this industry, often working on the integrity and quality assurance of energy assets, anything from a natural gas power plant to nuclear to battery to a solar plant. I’m very familiar with safety regulation and standards for the energy industry, writ large.
Help me understand how things have improved since Moss Landing. Why is this facility considered by some to be an exception to the rule?
It’s definitely an outlier. Batteries are very modular by nature, you don’t need a lot of overall facility to put battery storage on the ground. From a construction standpoint, a wind or solar farm or even a gas plant is more complex to put together. But battery storage, that simplicity is a good thing.
That’s not the case with Moss Landing. If you look at the overall design of these sites, having battery packs in a building with a big hall is rare.
Pretty much every battery that’s been installed in the last two or three years, industry has already known about this [risk]. When the first [battery] fire occurred, they basically containerized everything – you want to containerize everything so you don’t have these thermal runaway events, where the entire battery batch catches fire. If you look at the record, in the last two or three years, I do not believe a single such design was implemented by anybody. People have learned from that experience already.
Are we seeing industry have to reckon with this anyway? I can’t help but wonder if you’ve witnessed these community fears. It does seem like when a fire happens, it creates problems for developers in other parts of the country. Are developers reckoning with a conflation from this event itself?
I think so. Developers that we’ve talked to are very well aware of reputational risk. They do not want people to have general concern with this technology because, if you look at how much battery is waiting to be connected to the grid, that’s pretty much it. There’s 12 times more capacity of batteries waiting to be connected to the grid than gas. That’s 12X.
We should wait for the city and I would really expect [Vistra] to release the root cause investigation of this fire. Experts have raised a number of these potential root causes. But we don’t know – was it the fire suppression system that failed? Was it something with the batteries?
We don’t know. I would hope that the details come out in a transparent way, so industry can make those changes, in terms of designs.
Is there anything in terms of national regulation governing this sector’s performance standards and safety standards, and do you think something like that should exist?
It should exist and it is happening. The NFPA [National Fire Prevention Association] is putting stuff out there. There might be some leaders in the way California’s introduced some new regulation to make sure there’s better documentation, safety preparedness.
There should be better regulation. There should be better rules. I don’t think developers are even against that.
OK, so NFPA. But what about the Trump administration? Should they get involved here?
I don’t think so. The OSHA standards apply to people who work on site — the regulatory frameworks are already there. I don’t think they need some special safety standard that’s new that applies to all these sites. The ingredients are already there.
It’s like coal power plants. There’s regulation on greenhouse gas emissions, but not all aspects of coal plants. I’m not sure if the Trump administration needs to get involved.
It sounds like you're saying the existing regulations are suitable in your view and what’s needed is for states and industry to step up?
I would think so. Just to give you an example, from an interconnection standpoint, there’s IEEE standards. From the battery level, there are UL standards. From the battery management system that also manages a lot of the ins and outs of how the battery operates —- a lot of those already have standards. To get insurance on a large battery site, they have to meet a lot of these guidelines already — nobody would insure a site otherwise. There’s a lot of financial risk. You don’t want batteries exploding because you didn’t meet any of these hundreds of guidelines that already exist and in many cases standards that exist.
So, I don’t know if something at the federal level changes anything.
My last question is, if you were giving advice to a developer, what would you say to them about making communities best aware of these tech advancements?
Before that, I am really hoping Vistra and all the agencies involved [with Moss Landing] have a transparent and accountable process of revealing what actually happened at this site. I think that’s really important.