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On the Graphyte plant’s ribbon-cutting, greenwashing, and Taylor Swift’s emissions
Current conditions: Winter storm warnings are in effect across parts of the American Southwest • Huge waves washed jellyfish onto the streets of Havana • It’s snowy and cold in Tokyo, where Taylor Swift is kicking off the second leg of her Eras Tour.
One to watch for this week: A Bill Gates-backed startup called Graphyte plans to begin operations at its Arkansas carbon removal plant by Friday, E&E Newsreported. The facility, which has been dubbed the “world’s largest carbon removal plant,” relies on biomass matter like sawdust and farming waste that, if left to decompose, would release a lot of carbon. Graphyte wants to stop the decomposition process by drying the waste out, shaping it into bricks, and burying the bricks underground for years and years, thus keeping the carbon from ever reaching the atmosphere.
Biomass bricks that sequester carbon. Graphyte
Last year Graphyte's CEO claimed the company's process keeps the cost of carbon removal below $100 per ton, a key benchmark for scalability. Graphyte hopes to remove 15,000 metric tons of carbon dioxide from the atmosphere by the end of 2024 and continue scaling quickly from there.
Americans got a good preview yesterday of the Republican Party’s fossil fuel defense strategy, reported Heatmap’s Jeva Lange. In the first of two hearings this week concerning the White House’s pause on approving new permits for facilities to export liquified natural gas, Republicans on the House Energy, Climate, and Grid Security Subcommittee raised traditionally liberal talking points to undermine the Biden administration’s order. “By their topsy-turvy logic,” Lange wrote, “the administration should not pause approving new export terminals because natural gas is the cleanest fossil fuel, and thus our best bet for fighting climate change — an argument that is still under considerable debate in the scientific community, and coming from these folks is especially weird.” At one point an argument broke out over the meaning of the words “pause” versus “ban.” Ranking member Diana DeGette of Colorado perhaps encapsulated the hearing best in her opening round of questioning. “I can’t help sitting here thinking that the silly season has begun,” she told her colleagues.
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Carmakers in the United Kingdom can no longer use the words “zero emissions” in ads to describe their electric vehicles. The U.K.’s advertising watchdog, the Advertising Standards Authority (ASA), says the claim is misleading for consumers because it ignores emissions from manufacturing and charging. If carmakers want to use the term, they must find a way to explain this nuance. The precedent-setting move is part of a bigger crackdown on greenwashing – the ASA has also banned misleading ads from oil groups and airlines, the Financial Timesreported. But it comes at a time when carmakers are striving to increase their EV sales to avoid hefty fines: As of this year, fully-electric cars must make up at least 22% of new cars sales in the U.K. If a company misses that target, it will be fined £15,000 for every non-compliant vehicle. So the question is how much the words “zero emissions” really matter for sales. BMW, for example, uses the term in Google ads. But a quick look at Google Trends shows “EVs” (in red) is a far more popular search term than “zero emissions” (in blue), at least in the U.K.:
Google searches for “EVs” (red) compared to “zero emissions” (blue) in the U.K. over one yearGoogle Trends
As EV options flood the market, a much more reliable way to boost sales than touting emissions reductions is by introducing cutting edge smart features, like lidar sensors, according to Bloomberg. Chinese manufacturers “are deploying lidars in order to provide features that can help differentiate their offerings from competitors.”
The European Union’s power sector is undergoing a “monumental shift” away from fossil fuels before our eyes, according to a new report from energy think-tank Ember. In 2023, wind power generation in the bloc surpassed that of gas plants for the first time. Compared to 2022, fossil fuel power generation fell by almost 20% overall, with electricity from coal plants plummeting by 26% and gas down 15%. Greenhouse gas emissions from the power sector fell by 19% as a result, more than the huge reduction seen during the pandemic. Ember added that the EU’s power-sector emissions are now almost half their 2007 peak levels. “Fossil fuels are playing a smaller role than ever as a system with wind and solar as its backbone comes into view,” said Sarah Brown, Ember’s Europe program director.
Ember
Taylor Swift threatened to sue a 21-year-old college student that has been tracking her private jet activity and the resulting emissions, The Washington Post reported. Jack Sweeney uses publicly available FAA data to monitor celebrities’ flying habits and then posts about it on social media. Private jet use has been criticized by climate advocates – by one estimate, a private jet passenger emits 10 to 20 times as much carbon pollution as a commercial airline passenger. A 2022 analysis identified the globe-trotting Swift as the biggest offender among celebrities, but she insists her plane is often loaned out. Her attorneys say Sweeney’s posts have caused her to fear for her personal safety.
More than 7,000 yogis have backed a petition calling for Lululemon to convert its supply chain to 100% renewable energy.
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Did a battery plant disaster in California spark a PR crisis on the East Coast?
Battery fire fears are fomenting a storage backlash in New York City – and it risks turning into fresh PR hell for the industry.
Aggrieved neighbors, anti-BESS activists, and Republican politicians are galvanizing more opposition to battery storage in pockets of the five boroughs where development is actually happening, capturing rapt attention from other residents as well as members of the media. In Staten Island, a petition against a NineDot Energy battery project has received more than 1,300 signatures in a little over two months. Two weeks ago, advocates – backed by representatives of local politicians including Rep. Nicole Mallitokis – swarmed a public meeting on the project, getting a local community board to vote unanimously against the project.
According to Heatmap Pro’s proprietary modeling of local opinion around battery storage, there are likely twice as many strong opponents than strong supporters in the area:
Heatmap Pro
Yesterday, leaders in the Queens community of Hempstead enacted a year-long ban on BESS for at least a year after GOP Rep. Anthony D’Esposito, other local politicians, and a slew of aggrieved residents testified in favor of a moratorium. The day before, officials in the Long Island town of Southampton said at a public meeting they were ready to extend their battery storage ban until they enshrined a more restrictive development code – even as many energy companies testified against doing so, including NineDot and solar plus storage developer Key Capture Energy. Yonkers also recently extended its own battery moratorium.
This flurry of activity follows the Moss Landing battery plant fire in California, a rather exceptional event caused by tech that was extremely old and a battery chemistry that is no longer popular in the sector. But opponents of battery storage don’t care – they’re telling their friends to stop the community from becoming the next Moss Landing. The longer this goes on without a fulsome, strident response from the industry, the more communities may rally against them. Making matters even worse, as I explained in The Fight earlier this year, we’re seeing battery fire concerns impact solar projects too.
“This is a huge problem for solar. If [fires] start regularly happening, communities are going to say hey, you can’t put that there,” Derek Chase, CEO of battery fire smoke detection tech company OnSight Technologies, told me at Intersolar this week. “It’s going to be really detrimental.”
I’ve long worried New York City in particular may be a powder keg for the battery storage sector given its omnipresence as a popular media environment. If it happens in New York, the rest of the world learns about it.
I feel like the power of the New York media environment is not lost on Staten Island borough president Vito Fossella, a de facto leader of the anti-BESS movement in the boroughs. Last fall I interviewed Fossella, whose rhetorical strategy often leans on painting Staten Island as an overburdened community. (At least 13 battery storage projects have been in the works in Staten Island according to recent reporting. Fossella claims that is far more than any amount proposed elsewhere in the city.) He often points to battery blazes that happen elsewhere in the country, as well as fears about lithium-ion scooters that have caught fire. His goal is to enact very large setback distance requirements for battery storage, at a minimum.
“You can still put them throughout the city but you can’t put them next to people’s homes – what happens if one of these goes on fire next to a gas station,” he told me at the time, chalking the wider city government’s reluctance to capitulate on batteries to a “political problem.”
Well, I’m going to hold my breath for the real political problem in waiting – the inevitable backlash that happens when Mallitokis, D’Esposito, and others take this fight to Congress and the national stage. I bet that’s probably why American Clean Power just sent me a notice for a press briefing on battery safety next week …
And more of the week’s top conflicts around renewable energy.
1. Queen Anne’s County, Maryland – They really don’t want you to sign a solar lease out in the rural parts of this otherwise very pro-renewables state.
2. Logan County, Ohio – Staff for the Ohio Power Siting Board have recommended it reject Open Road Renewables’ Grange Solar agrivoltaics project.
3. Bandera County, Texas – On a slightly brighter note for solar, it appears that Pine Gate Renewables’ Rio Lago solar project might just be safe from county restrictions.
Here’s what else we’re watching…
In Illinois, Armoracia Solar is struggling to get necessary permits from Madison County.
In Kentucky, the mayor of Lexington is getting into a public spat with East Kentucky Power Cooperative over solar.
In Michigan, Livingston County is now backing the legal challenge to Michigan’s state permitting primacy law.
On the week’s top news around renewable energy policy.
1. IRA funding freeze update – Money is starting to get out the door, finally: the EPA unfroze most of its climate grant funding it had paused after Trump entered office.
2. Scalpel vs. sledgehammer – House Speaker Mike Johnson signaled Republicans in Congress may take a broader approach to repealing the Inflation Reduction Act than previously expected in tax talks.
3. Endangerment in danger – The EPA is reportedly urging the White House to back reversing its 2009 “endangerment” finding on air pollutants and climate change, a linchpin in the agency’s overall CO2 and climate regulatory scheme.