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Sparks

DeSantis Actually Did Want to Ban Fracking in Florida

Nikki Haley was right.

Ron DeSantis.
Heatmap Illustration/Getty Images

A single moment at the second Republican debate revealed the party’s utter confusion about how to handle environmental issues.

It came in the second hour, in a testy back-and-forth between Nikki Haley, the former UN ambassador and South Carolina governor, and Governor Ron DeSantis of Florida.

Haley said that at the United Nations, she learned that “energy security is national security.”

“We need a president that understands we have to partner with our producers and make sure that we have their backs,” she said.

Then she homed in on DeSantis: “Ron is against fracking, he's against drilling. He always talks about what happens on day one. But you better watch out because what happens on day two is when you're in trouble. Day Two in Florida, you banned fracking, you banned offshore drilling, and you took green subsidies that you didn’t need to take,” she said.

DeSantis ignored the attack at first. “I just did a plan in West Texas for American energy dominance,” he said. At that event, he promised, with no small amount of foolishness, to get gas back down below $2 a gallon, something that is not in a president’s ability.

“We’re going to choose Midland over Moscow,” he said Wednesday night, referencing a Texas city known for its oil industry. “We’re going to choose the Marcelus over the Mullah, and we’re going to choose the Bakken over Beijing, and we’re going to lower your gas prices.”

When Haley kept up the attack, DeSantis claimed that Florida voters — not him — ultimately passed a constitutional amendment banning fracking.

But in fact, Haley is right. Running for governor in 2018, DeSantis pledged to ban fracking on “Day One” of his term. He also promised to stop offshore oil drilling, which the Trump administration was then considering for Florida’s Atlantic coast. “With Florida’s geological makeup of limestone and shallow water sources, fracking presents a danger to our state that is not acceptable,” his gubernatorial campaign website said.

Voters backed him — and, in the same election, rejected offshore drilling. In 2018, Floridians voted in favor of a referendum that made two changes to the state constitution: It banned offshore drilling in state waters and vaping in indoor work places. (Ah, Florida.)

But fracking remained unbanned. So on the second day of his administration, DeSantis signed an executive order telling state officials to “take necessary actions to adamantly oppose” fracking and offshore drilling.

These moves didn’t come in a vacuum. During his first term, DeSantis repeatedly cast himself as an environmental moderate, seeking to differentiate himself from his immediate predecessor, Rick Scott. During his 2022 reelection, DeSantis continued to promise to ban fracking in the state.

For her part, Haley has long sought to open up more drilling in her state. As governor in 2012, she joined South Carolina Senator Lindsey Graham in calling for an expansion of offshore drilling off the coast of South Carolina.

Those plans never took. And after Trump appointed Haley to the UN in 2017, she was replaced by her lieutenant governor Henry McMaster, who was far less interested in offshore drilling.

Of course, this sparring match proceeded without any recognition of global warming. Earlier this week, the International Energy Association said that if the world cuts its oil and gas demand enough to meet the 1.5 degree goal, then it will not need significant new fossil-fuel reserves.

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Sparks

The Country’s Largest Power Markets Are Getting More Gas

Three companies are joining forces to add at least a gigawatt of new generation by 2029. The question is whether they can actually do it.

Natural gas pipelines.
Heatmap Illustration/Getty Images

Two of the biggest electricity markets in the country — the 13-state PJM Interconnection, which spans the Mid-Atlantic and the Midwest, and ERCOT, which covers nearly all of Texas — want more natural gas. Both are projecting immense increases in electricity demand thanks to data centers and electrification. And both have had bouts of market weirdness and dysfunction, with ERCOT experiencing spiky prices and even blackouts during extreme weather and PJM making enormous payouts largely to gas and coal operators to lock in their “capacity,” i.e. their ability to provide power when most needed.

Now a trio of companies, including the independent power producer NRG, the turbine manufacturer GE Vernova, and a subsidiary of the construction firm Kiewit Corporation, are teaming up with a plan to bring gas-powered plants to PJM and ERCOT, the companies announced today.

The three companies said that the new joint venture “will work to advance four projects totaling over 5 gigawatts” of natural gas combined cycle plants to the two power markets, with over a gigawatt coming by 2029. The companies said that they could eventually build 10 to 15 gigawatts “and expand to other areas across the U.S.”

So far, PJM and Texas’ call for new gas has been more widely heard than answered. The power producer Calpine said last year that it would look into developing more gas in PJM, but actual investment announcements have been scarce, although at least one gas plant scheduled to close has said it would stay open.

So far, across the country, planned new additions to the grid are still overwhelmingly solar and battery storage, according to the Energy Information Administration, whose data shows some 63 gigawatts of planned capacity scheduled to be added this year, with more than half being solar and over 80% being storage.

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An Emergency Trump-Coded Appeal to Save the Hydrogen Tax Credit

Featuring China, fossil fuels, and data centers.

The Capitol.
Heatmap Illustration/Getty Images

As Republicans in Congress go hunting for ways to slash spending to carry out President Trump’s agenda, more than 100 energy businesses, trade groups, and advocacy organizations sent a letter to key House and Senate leaders on Tuesday requesting that one particular line item be spared: the hydrogen tax credit.

The tax credit “will serve as a catalyst to propel the United States to global energy dominance,” the letter argues, “while advancing American competitiveness in energy technologies that our adversaries are actively pursuing.” The Fuel Cell and Hydrogen Energy Association organized the letter, which features signatures from the American Petroleum Institute, the U.S. Chamber of Commerce, the Clean Energy Buyers Association, and numerous hydrogen, industrial gas, and chemical companies, among many others. Three out of the seven regional clean hydrogen hubs — the Mid-Atlantic, Heartland, and Pacific Northwest hubs — are also listed.

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Core inflation is up, meaning that interest rates are unlikely to go down anytime soon.

Wind turbines being built.
Heatmap Illustration/Getty Images

The Fed on Wednesday issued a report showing substantial increases in the price of eggs, used cars, and auto insurance — data that could spell bad news for the renewables economy.

Though some of those factors had already been widely reported on, the overall rise in prices exceeded analysts’ expectations. With overall inflation still elevated — reaching an annual rate of 3%, while “core” inflation, stripping out food and energy, rose to 3.3%, after an unexpectedly sharp 0.4% jump in January alone — any prospect of substantial interest rate cuts from the Federal Reserve has dwindled even further.

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