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Forever chemicals are very good at fighting fires.
Hindsight is 20-20, but boy have we had a lot of bad ideas.
We laid lead pipes to transport our drinking water. We let our kids play in clouds of DDT. We textured our ceilings with asbestos fibers. And until this week, nothing prevented municipalities across the country from allowing cancer-causing chemicals into the water that flows from the kitchen sinks of nearly half of Americans.
On Wednesday, the Environmental Protection Agency announced it would tolerate only exceptionally low levels of six perfluoroalkyls and polyfluoroalkyls — a group collectively known as PFAS, or “forever chemicals” — in U.S. drinking water. The chemicals, which are used for everything from waterproofing raincoats to making stain-resistant rugs, have been linked to severe health problems such as kidney, testicular, prostate, and colorectal cancers, of which diagnoses have been on the rise. An estimated 98% of us have traces of PFAS in our bodies, which often got there in the first place because of something we drank.
Environmental groups were quick to applaud the decision, calling it “overdue” and a “huge victory.” But despite being a huge step toward improving public health, the EPA’s action does not stop PFAS from entering America’s groundwater in the first place. One of the most pernicious sources is also one of the most useful: firefighting foam.
“Aqueous film forming foam,” or AFFF (“A-triple-F”), is highly effective at putting out oil and gasoline fires, which is why commercial airports, refineries, the military, and large ships keep it ready to hand. “When you take a shower, the soap and the shampoo you use spreads out the water into a foam — it suds,” David Trueba, the CEO of Revive Environmental, a company that has developed a method of breaking down PFAS that meets the EPA’s standards, told me. “AFFF does the same thing, but it prevents oxygen from getting to a grease or an oil fire. The PFAS molecules do an excellent job of creating bubbles and foam.”
The specific PFAS chemicals used in the foam are perfluorooctanesulfonic acid or perluorooctanoic acid, both newly restricted under the EPA’s drinking water guidance — but again, nothing prevents companies from continuing to manufacture them. The somewhat limited and specific uses of AFFF might make it seem like a threat mainly to firefighters and aviation professionals, rather than the general public. But in fact, the foam is one of the primary ways PFAS gets into drinking water because it is “directly applied to the environment when conducting training and responding to fires,” Shalene Thomas, the senior emerging contaminants program manager at Battelle, Revive Environmental’s parent company, told me. To add insult to injury, airports are required to test their foam annually, for safety reasons.
Even with the EPA’s new regulations, Thomas said, “until these releases are fully delineated, sources removed, and treatment installed, the risk of exposure from drinking water remains.”
Airports, municipal fire departments, and the military are all moving away from using AFFF to fight liquid fires, but that leaves an estimated 10 to 15 million gallons of the foam in the United States alone, which will have to be carefully processed to neutralize their danger, lest they end up in landfills where they might, of course, leech into the groundwater. Their persistence in the environment is a side effect of the strong bonds that make PFAS so effective — and what makes industry so reluctant to give them up — but it’s also what makes them incredibly difficult to abate. “If you’re playing Red Rover, normal molecules look like you and I — we can lock arms, and they can break through,” Trueba explained. But with PFAS, “We’re playing against The Rock and John Cena. That’s how strong the bond is.”
This conundrum has led some water utilities to complain about costs from a problem they say is not of their own making and is often prohibitively expensive to address. Large water utilities that serve populations of more than 10,000 people may only have a budget of $10 million for everything they do. “Having a $3 to $5 million bogey put on top of that” to treat water for PFAS, as directed by the EPA — “that’s where the comments usually come from,” Trueba said. While the Biden administration allotted an additional $1 billion in its drinking water plan on top of the nearly $4 billion set aside to address PFAS and other contaminants in the Bipartisan Infrastructure Law, $5 billion is still “going to go not very far,” Trueba said. For example, Washington state’s public water utilities alone have said they’d need $1.6 billion for their initial PFAS cleanup.
John Rumpler, the clean water director at Environment America, is less tolerant of complaints from utilities. “For the public water utilities to be sitting there playing the victim and saying, ‘Oh my gosh, the EPA is imposing all these terrible costs on us’ — what do we tell our kids? Do something to help yourself,” he told me. “The part of the problem that utilities can clearly control is to shut off the tap on those industrial wastewater sources that are sending their PFAS to you.” State officials can also set pretreatment standards for industrial dischargers so PFAS are removed before they ever end up in waste sewage plants.
So far, this is how action against AFFF has come about — from individual state lawsuits and takeback programs. Back in 2018, the city of Stewart, Florida, sued chemical manufacturer 3M over the firefighting foam that had contaminated its water table, a suit that was eventually joined by 4,000 cities around the country. The eventual settlement totaled more than $10 billion and sparked the race to create technologies like Revive’s PFAS Annihilator, which uses intense heat and pressure to break the molecule’s stubborn chemical bonds. Other users of AFFF started to look closer at the foam, too; the Pentagon plans to phase out its use this year after an investigation by the Defense Department, and a spokeswoman for the National Fire Protection Association pointed me toward the organization’s ongoing workshops aimed at mitigating health risks to its members from fire-suppressing foams.
If these efforts keep up, it’s possible that in the future PFAS will become another bad idea we disbelievingly shake our heads at when we remember how things used to be. “Our parents and our grandparents seem to have pans and rugs from before these chemicals, so I’m pretty sure that we can do without them,” Rumpler pointed out.
But until chemical manufacturers stop making substances like AFFF, the EPA has only really given the faucet one good turn toward the off position. It still continues to drip.
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Elgin Energy Center is back from the dead.
At least one natural gas plant in America’s biggest energy market that was scheduled to shut down is staying open. Elgin Energy Center, an approximately 500 megawatt plant in Illinois approximately 40 miles northwest of downtown Chicago was scheduled to shut down next June, according to filings with the Federal Energy Regulatory Commission and officials from PJM Interconnection, the country’s largest regional transmission organization, governs the relevant portion of the U.S. grid. Elgin’s parent company “no longer intends to deactivate and retire all four units ... at the Elgin Energy Center,” according to a letter dated September 4 and posted to PJM’s website Wednesday.
The Illinois plant is something of a poster child for PJM’s past few years. In 2022, it was one of many natural gas plants to shut down during Winter Storm Elliott as the natural gas distribution seized up. Its then-parent company, Lincoln Power — owned by Cogentrix, the Carlyle Group’s vehicle for its power business — filed for bankruptcy the following year, after PJM assessed almost $40 million in penalties for failing to operate during the storm. In June, a bankruptcy court approved the acquisition of the Elgin plant, along with one other, by Middle River Power, a generation business backed by Avenue Capital, a $12 billion investment firm, in a deal that was closed in December.
The decision to continue operating the plant past its planned deactivation comes as PJM set a new price record at its capacity auction in July, during which generators submitted bids for power that can be deployed when the grid is under stress due to high demand. The $14.7 billion auction was a massive jump from the previous one, which finished at just over $2 billion. Ironically, one reason the most recent auction was so expensive is that PJM gave less credit to natural gas generators for their capacity following Winter Storm Elliott, which then drove up auction prices, leading to large payouts for gas plants. PJM said the high auction prices were “caused primarily by a large number of generator retirements.”
In a bankruptcy court filing in 2023, Lincoln Power’s chief restructuring officer said that the company “was experiencing a liquidity crunch” due to low prices in past capacity auction, which meant that it had “received significantly less revenues for the capacity they sold in those Capacity Auctions as compared to previous Capacity Auctions.” With higher capacity revenues in PJM, presumably Elgin's business has improved.
Many analysts are skeptical that PJM can quickly get new load onto the system to bring prices down meaningfully in subsequent auctions — the next one is in December — and the PJM queue for new projects is absurdly clogged. This only juices the incentives for older fossil plants to stay open.
“This shortage of capacity is happening immediately,” Nicholas Freschi, senior associate at Gabel Associates, told me last week. “There might be more resources, and PJM might be able to coerce some retiring or not participating plants to make up for the shortfall. It’s an immediate problem.”
Neither Middle River nor its attorney representing the company before FERC returned requests for comment.
On the presidential debate, California’s wildfires, and the nuclear workforce
Current conditions: Hurricane Francine is approaching Louisiana as a Category 1 storm • The streets of Vietnam’s capital of Hanoi are flooded after Typhoon Yagi, and the death toll has reached 143 • Residents of Nigeria’s northern Borno state are urged to watch out for crocodiles and snakes that escaped from a zoo due to flooding.
Former President Trump and Vice President Kamala Harris squared off on the debate stage in Philadelphia last night. Here are some important climate and energy highlights from the evening:
Three large wildfires – the Line fire, the Bridge fire, and the Airport fire – are burning in Southern California, fueled by intense heat and thick, dry vegetation. Already more than 100,000 acres have been scorched. The Line fire is closing in on the popular vacation destination Big Bear, and is threatening some 65,000 structures. Los Angeles County Fire Chief Anthony Marrone said the scale of the emergencies is straining firefighting resources, and FEMA is sending financial aid to the state. In neighboring Nevada, the Davis Fire has grown to nearly 6,000 acres and is burning toward ski resorts in Tahoe. Temperatures in the region started to cool yesterday after a long and brutal heat wave. The weather shift could help firefighters bring the blazes under control.
The White House is launching an American Climate Corps national tour this fall to highlight the work being carried out by corps members in different communities and showcase important projects. The events will feature remarks from the administration and other officials, roundtable talks with ACC members, and swearing-in ceremonies. The tour began in Maine this week with a focus on climate resilience and urban forestry, and heads to Arizona next week. The rest of the schedule is as follows, with more dates to come:
The number of students studying to become nuclear engineers is declining as demand for carbon-free nuclear energy is on the rise, according toThe Wall Street Journal. Citing data from the Oak Ridge Institute for Science and Education, the Journal reported that just 454 students in the U.S. graduated with a degree in the field in 2022, down 25% from a decade earlier. Meanwhile, the industry’s workforce is aging. “We need nuclear expertise in order to combat climate change,” said Sara Pozzi, professor of nuclear engineering and radiological sciences at the University of Michigan. “We are at a crucial point where we need to produce the new generation of nuclear experts so that they can work with the older generation and learn from them.” The drop in new recruits comes down to nuclear’s image problem thanks to public disasters like Chernobyl and Fukushima, the Journal speculated.
Critical metal refining company Nth Cycle announced this week it has become the first company to produce nickel and cobalt mixed hydroxide precipitate (MHP) in the U.S. following the opening of its commercial-scale facility in Ohio. The company’s “Oyster” technology uses electricity to turn recyclable industrial scrap and mined ore into MHP, a key component in clean-energy technologies like batteries. “This revolutionary innovation replaces pyrometallurgy with one of the cleanest technologies in the world, and accelerates the net zero targets of the public and private sector,” the company said in a press release. It claims the Ohio unit can produce 900 metric tons of MHP per year, which would be enough to supply batteries for 22 million cell phones. The company says its process reduces emissions by 90% compared to traditional mining methods and can help EV manufacturers meet the IRA’s sourcing requirements.
A new nationwide poll of 1,000 registered U.S. voters found that 90% of respondents support President Biden’s federal clean energy incentives in the Inflation Reduction Act, including 78% of respondents who said they were Trump voters.
Maybe you’ve never heard of it. Maybe you know it too well. But to a certain type of clean energy wonk, it amounts to perhaps the three most dreaded words in climate policy: the interconnection queue.
The queue is the process by which utilities decide which wind and solar farms get to hook up to the power grid in the United States. Across much of the country, it has become so badly broken and clogged that it can take more than a decade for a given project to navigate.
On this week’s episode of Shift Key, Jesse and Rob speak with two experts about how to understand — and how to fix — what is perhaps the biggest obstacle to deploying more renewables on the U.S. power grid. Tyler Norris is a doctoral student at Duke University’s Nicholas School of the Environment. He was formerly vice president of development at Cypress Creek Renewables, and he served on North Carolina Governor Roy Cooper’s Carbon Policy Working Group. Claire Wayner is a senior associate at RMI’s carbon-free electricity program, where she works on the clean and competitive grids team. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
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Here is an excerpt from our conversation:
Robinson Meyer: Can I interject and just ask why, over the past decade, the interconnection queue got much longer — but also over the past decade, 15 years, the U.S. grid did change in character and in fuel type a lot, right? We went from burning a lot of coal to a lot of natural gas. And that transition is often cited as one of the model transitions, one of the few energy transitions to happen globally that happened at the speed with which we would need to decarbonize. Obviously, switching coal to gas is not decarbonizing, but it is a model — it happened fast enough that it is a good model for what decarbonizing would look like in order to meet climate goals.
Evidently, that did not run into these kind of same interconnection queue problems. Why is that? Is that because we were swapping in within individual power plants? We were just changing the furnace from a coal furnace to a gas furnace? Is that because these were larger projects and so it didn’t back up in the queue in the same way that a lot of smaller solar or wind farms do?
Claire Wayner: I would say all the reasons you just gave are valid, yeah. The coal to gas transition involved, likely, a lot of similar geographic locations. With wind and solar, we’re seeing them wanting to build on the grid and in a lot of cases in new, rather remote locations that are going to require new types of grid upgrades that the coal to gas transition just doesn’t have.
Jesse Jenkins: Maybe it is — to use a metaphor here — it’s a little bit like traffic congestion. If you add a generator to the grid, it’s trying to ship its power through the grid, and that decision to add your power mix to the grid combines with everyone else that’s also generating and consuming power to drive traffic jams or congestion in different parts of the grid, just like your decision to hop in the car and drive to work or to go into the city for the weekend to see a show or whatever you’re doing. It’s not just your decision. It’s everyone’s combined decisions that affects travel times on the grid.
Now, the big difference between the grid and travel on roads or most other forms of networks we’re used to is that you don’t get to choose which path to go down. If you’re sending electricity to the grid, electricity flows with physics down the path of least resistance or impedance, which is the alternating current equivalent of resistance. And so it’s a lot more like rivers flowing downhill from gravity, right? You don’t get to choose which branch of the river you go down. It’s just, you know, gravity will take you. And so you adding your power flows to the grid creates complicated flows based on the physics of this mesh network that spans a continent and interacts with everyone else on the grid.
And so when you’re going from probably a few dozen large natural gas generators added that operate very similarly to the plants that they’re replacing to hundreds of gigawatts across thousands of projects scattered all over the grid with very complicated generation profiles because they’re weather-dependent renewables, it’s just a completely different challenge for the utilities.
So the process that the regional grid operators developed in the 2000s, when they were restructuring and taking over that role of regional grid operator, it’s just not fit for purpose at all for what we face today. And I want to highlight another thing you mentioned, which is the software piece of it, too. These processes, they are using software and corporate processes that were also developed 10 or 20 years ago. And we all know that software and computing techniques have gotten quite a bit better over a decade or two. And rarely have utilities and grid operators really kept pace with those capabilities.
Wayner: Can I just say, I’ve heard that in some regions, interconnection consists of still sending back and forth Excel files. To Tyler’s point earlier that we only just now are getting data on the interconnection queue nationwide and how it stands, that’s one challenge that developers are facing is a lack of data transparency and rapid processing from the transmission providers and the grid operators.
And so, to use an analogy that my colleague Sarah Toth uses a lot, which I really love: Imagine if we had a Domino’s pizza tracker for the interconnection queue, and that developers could just log on and see how their projects are doing in many, if not most regions. They don’t even have that visibility. They don’t know when their pizza is going to get delivered, or if it’s in the oven.
This episode of Shift Key is sponsored by …
Watershed’s climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
As a global leader in PV and ESS solutions, Sungrow invests heavily in research and development, constantly pushing the boundaries of solar and battery inverter technology. Discover why Sungrow is the essential component of the clean energy transition by visiting sungrowpower.com.
Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.
Music for Shift Key is by Adam Kromelow.