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Over a dozen methane satellites are now circling the Earth — and more are on the way.
On Monday afternoon, a satellite the size of a washing machine hitched a ride on a SpaceX rocket and was launched into orbit. MethaneSAT, as the new satellite is called, is the latest to join more than a dozen other instruments currently circling the Earth monitoring emissions of the ultra-powerful greenhouse gas methane. But it won’t be the last. Over the next several months, at least two additional methane-detecting satellites from the U.S. and Japan are scheduled to join the fleet.
There’s a joke among scientists that there are so many methane-detecting satellites in space that they are reducing global warming — not just by providing essential data about emissions, but by blocking radiation from the sun.
So why do we keep launching more?
Despite the small army of probes in orbit, and an increasingly large fleet of methane-detecting planes and drones closer to the ground, our ability to identify where methane is leaking into the atmosphere is still far too limited. Like carbon dioxide, sources of methane around the world are numerous and diffuse. They can be natural, like wetlands and oceans, or man-made, like decomposing manure on farms, rotting waste in landfills, and leaks from oil and gas operations.
There are big, unanswered questions about methane, about which sources are driving the most emissions, and consequently, about tackling climate change, that scientists say MethaneSAT will help solve. But even then, some say we’ll need to launch even more instruments into space to really get to the bottom of it all.
Measuring methane from space only began in 2009 with the launch of the Greenhouse Gases Observing Satellite, or GOSAT, by Japan’s Aerospace Exploration Agency. Previously, most of the world’s methane detectors were on the ground in North America. GOSAT enabled scientists to develop a more geographically diverse understanding of major sources of methane to the atmosphere.
Soon after, the Environmental Defense Fund, which led the development of MethaneSAT, began campaigning for better data on methane emissions. Through its own, on-the-ground measurements, the group discovered that the Environmental Protection Agency’s estimates of leaks from U.S. oil and gas operations were totally off. EDF took this as a call to action. Because methane has such a strong warming effect, but also breaks down after about a decade in the atmosphere, curbing methane emissions can slow warming in the near-term.
“Some call it the low hanging fruit,” Steven Hamburg, the chief scientist at EDF leading the MethaneSAT project, said during a press conference on Friday. “I like to call it the fruit lying on the ground. We can really reduce those emissions and we can do it rapidly and see the benefits.”
But in order to do that, we need a much better picture than what GOSAT or other satellites like it can provide.
In the years since GOSAT launched, the field of methane monitoring has exploded. Today, there are two broad categories of methane instruments in space. Area flux mappers, like GOSAT, take global snapshots. They can show where methane concentrations are generally higher, and even identify exceptionally large leaks — so-called “ultra-emitters.” But the vast majority of leaks, big and small, are invisible to these instruments. Each pixel in a GOSAT image is 10 kilometers wide. Most of the time, there’s no way to zoom into the picture and see which facilities are responsible.
Jacob, D. J., Varon, D. J., Cusworth, D. H., Dennison, P. E., Frankenberg, C., Gautam, R., Guanter, L., Kelley, J., McKeever, J., Ott, L. E., Poulter, B., Qu, Z., Thorpe, A. K., Worden, J. R., and Duren, R. M.: Quantifying methane emissions from the global scale down to point sources using satellite observations of atmospheric methane, Atmos. Chem. Phys., 22, 9617–9646, https://doi.org/10.5194/acp-22-9617-2022, 2022.
Point source imagers, on the other hand, take much smaller photos that have much finer resolution, with pixel sizes down to just a few meters wide. That means they provide geographically limited data — they have to be programmed to aim their lenses at very specific targets. But within each image is much more actionable data.
For example, GHGSat, a private company based in Canada, operates a constellation of 12 point-source satellites, each one about the size of a microwave oven. Oil and gas companies and government agencies pay GHGSat to help them identify facilities that are leaking. Jean-Francois Gauthier, the director of business development at GHGSat, told me that each image taken by one of their satellites is 12 kilometers wide, but the resolution for each pixel is 25 meters. A snapshot of the Permian Basin, a major oil and gas producing region in Texas, might contain hundreds of oil and gas wells, owned by a multitude of companies, but GHGSat can tell them apart and assign responsibility.
“We’ll see five, 10, 15, 20 different sites emitting at the same time and you can differentiate between them,” said Gauthier. “You can see them very distinctly on the map and be able to say, alright, that’s an unlit flare, and you can tell which company it is, too.” Similarly, GHGSat can look at a sprawling petrochemical complex and identify the exact tank or pipe that has sprung a leak.
But between this extremely wide-angle lens, and the many finely-tuned instruments pointing at specific targets, there’s a gap. “It might seem like there’s a lot of instruments in space, but we don’t have the kind of coverage that we need yet, believe it or not,” Andrew Thorpe, a research technologist at NASA’s Jet Propulsion Laboratory told me. He has been working with the nonprofit Carbon Mapper on a new constellation of point source imagers, the first of which is supposed to launch later this year.
The reason why we don’t have enough coverage has to do with the size of the existing images, their resolution, and the amount of time it takes to get them. One of the challenges, Thorpe said, is that it’s very hard to get a continuous picture of any given leak. Oil and gas equipment can spring leaks at random. They can leak continuously or intermittently. If you’re just getting a snapshot every few weeks, you may not be able to tell how long a leak lasted, or you might miss a short but significant plume. Meanwhile, oil and gas fields are also changing on a weekly basis, Joost de Gouw, an atmospheric chemist at the University of Colorado, Boulder, told me. New wells are being drilled in new places — places those point-source imagers may not be looking at.
“There’s a lot of potential to miss emissions because we’re not looking,” he said. “If you combine that with clouds — clouds can obscure a lot of our observations — there are still going to be a lot of times when we’re not actually seeing the methane emissions.”
De Gouw hopes MethaneSAT will help resolve one of the big debates about methane leaks. Between the millions of sites that release small amounts of methane all the time, and the handful of sites that exhale massive plumes infrequently, which is worse? What fraction of the total do those bigger emitters represent?
Paul Palmer, a professor at the University of Edinburgh who studies the Earth’s atmospheric composition, is hopeful that it will help pull together a more comprehensive picture of what’s driving changes in the atmosphere. Around the turn of the century, methane levels pretty much leveled off, he said. But then, around 2007, they started to grow again, and have since accelerated. Scientists have reached different conclusions about why.
“There’s lots of controversy about what the big drivers are,” Palmer told me. Some think it’s related to oil and gas production increasing. Others — and he’s in this camp — think it’s related to warming wetlands. “Anything that helps us would be great.”
MethaneSAT sits somewhere between the global mappers and point source imagers. It will take larger images than GHGSat, each one 200 kilometers wide, which means it will be able to cover more ground in a single day. Those images will also contain finer detail about leaks than GOSAT, but they won’t necessarily be able to identify exactly which facilities the smaller leaks are coming from. Also, unlike with GHGSat, MethaneSAT’s data will be freely available to the public.
EDF, which raised $88 million for the project and spent nearly a decade working on it, says that one of MethaneSAT’s main strengths will be to provide much more accurate basin-level emissions estimates. That means it will enable researchers to track the emissions of the entire Permian Basin over time, and compare it with other oil and gas fields in the U.S. and abroad. Many countries and companies are making pledges to reduce their emissions, and MethaneSAT will provide data on a relevant scale that can help track progress, Maryann Sargent, a senior project scientist at Harvard University who has been working with EDF on MethaneSAT, told me.
Courtesy of MethaneSAT
It could also help the Environmental Protection Agency understand whether its new methane regulations are working. It could help with the development of new standards for natural gas being imported into Europe. At the very least, it will help oil and gas buyers differentiate between products associated with higher or lower methane intensities. It will also enable fossil fuel companies who measure their own methane emissions to compare their performance to regional averages.
MethaneSAT won’t be able to look at every source of methane emissions around the world. The project is limited by how much data it can send back to Earth, so it has to be strategic. Sargent said they are limiting data collection to 30 targets per day, and in the near term, those will mostly be oil and gas producing regions. They aim to map emissions from 80% of global oil and gas production in the first year. The outcome could be revolutionary.
“We can look at the entire sector with high precision and track those emissions, quantify them and track them over time. That’s a first for empirical data for any sector, for any greenhouse gas, full stop,” Hamburg told reporters on Friday.
But this still won’t be enough, said Thorpe of NASA. He wants to see the next generation of instruments start to look more closely at natural sources of emissions, like wetlands. “These types of emissions are really, really important and very poorly understood,” he said. “So I think there’s a heck of a lot of potential to work towards the sectors that have been really hard to do with current technologies.”
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Ecolectro, a maker of electrolyzers, has a new manufacturing deal with Re:Build.
By all outward appearances, the green hydrogen industry is in a state of arrested development. The hype cycle of project announcements stemming from Biden-era policies crashed after those policies took too long to implement. A number of high profile clean hydrogen projects have fallen apart since the start of the year, and deep uncertainty remains about whether the Trump administration will go to bat for the industry or further cripple it.
The picture may not be as bleak as it seems, however. On Wednesday, the green hydrogen startup Ecolectro, which has been quietly developing its technology for more than a decade, came out with a new plan to bring the tech to market. The company announced a partnership with Re:Build Manufacturing, a sort of manufacturing incubator that helps startups optimize their products for U.S. fabrication, to build their first units, design their assembly lines, and eventually begin producing at a commercial scale in a Re:Build-owned factory.
“It is a lot for a startup to create a massive manufacturing facility that’s going to cost hundreds of millions of dollars when they’re pre-revenue,” Jon Gordon, Ecolectro’s chief commercial officer, told me. This contract manufacturing partnership with Re:Build is “massive,” he said, because it means Ecolectro doesn’t have to take on lots of debt to scale. (The companies did not disclose the size of the contract.)
The company expects to begin producing its first electrolyzer units — devices that split water into hydrogen and oxygen using electricity — at Re:Build’s industrial design and fabrication site in Rochester, New York, later this year. If all goes well, it will move production to Re:Build’s high-volume manufacturing facility in New Kensington, Pennsylvania next year. “It takes off all the uncertainty around building a large manufacturing facility and allows us to move once we’re able.”
The number one obstacle to scaling up the production and use of cleaner hydrogen, which could help cut emissions from fertilizer, aviation, steelmaking, and other heavy industries, is the high cost of producing it. Under the Biden administration, Congress passed a suite of policies designed to kick-start the industry, including an $8 billion grant program and a lucrative new tax credit. But Biden only got a small fraction of the grant money out the door, and did not finalize the rules for claiming the tax credit until January. Now, the Trump administration is considering terminating its agreements with some of the grant recipients, and Republicans in Congress might change or kill the tax credit.
Since the start of the year, a $500 million fuel plant in upstate New York, a $400 million manufacturing facility in Michigan, and a $500 million green steel factory in Mississippi, have been cancelled or indefinitely delayed.
The outlook is particularly bad for hydrogen made from water and electricity, often called “green” hydrogen, according to a recent BloombergNEF analysis. Trump’s tariffs could increase the cost of green hydrogen by 14%, or $1 per kilogram, based on tariff announcements as of April 8. More than 70% of the clean hydrogen volumes coming online between now and 2030 are what’s known as “blue” hydrogen, made using natural gas, with carbon capture to eliminate climate pollution. “Blue hydrogen has more demand than green hydrogen, not just because it’s cheaper to produce, but also because there’s a lot less uncertainty around it,” BloombergNEF analyst Payal Kaur said during a presentation at the research firm’s recent summit in New York City. Blue hydrogen companies can take advantage of a tax credit for carbon capture, which Congress is much less likely to scrap than the hydrogen tax credit.
Gordon is intimately familiar with hydrogen’s cost impediments. He came to Ecolectro after four years as co-founder of Universal Hydrogen, a startup building hydrogen-powered planes that shut down last summer after burning through its cash and failing to raise more. By the end, Gordon had become a hydrogen skeptic, he told me. The company had customers interested in its planes, but clean hydrogen fuel was too expensive at $15 to $20 per kilogram. It needed to come in under $2.50 to compete with jet fuel. “Regional aviation customers weren’t going to spend 10 times the ticket price just to fly zero emissions,” he said. “It wasn’t clear to me, and I don’t think it was clear to our prospective investors, how the cost of hydrogen was going to be reduced.” Now, he’s convinced that Ecolectro’s new chemistry is the answer.
Ecolectro started in a lab at Cornell University, where its cofounder and chief science officer Kristina Hugar was doing her PhD research. Hugar developed a new material, a polymer “anion exchange membrane,” that had potential to significantly lower the cost of electrolyzers. Many of the companies making electrolyzers use designs that require expensive and supply-constrained metals like iridium and titanium. Hugar’s membrane makes it possible to use low-cost nickel and steel instead.
The company’s “stack,” the sandwich of an anode, membrane, and cathode that makes up the core of the electrolyzer, costs at least 50% less than the “proton exchange membrane” versions on the market today, according to Gordon. In lab tests, it has achieved more than 70% efficiency, meaning that more than 70% of the electrical energy going into the system is converted into usable chemical energy stored in hydrogen. The industry average is around 61%, according to the Department of Energy.
In addition to using cheaper materials, the company is focused on building electrolyzers that customers can install on-site to eliminate the cost of transporting the fuel. Its first customer was Liberty New York Gas, a natural gas company in Massena, New York, which installed a small, 10-kilowatt electrolyzer in a shipping container directly outside its office as part of a pilot project. Like many natural gas companies, Liberty is testing blending small amounts of hydrogen into its system — in this case, directly into the heating systems it uses in the office building — to evaluate it as an option for lowering emissions across its customer base. The equipment draws electricity from the local electric grid, which, in that region, mostly comes from low-cost hydroelectric power plants.
Taking into account the expected manufacturing cost for a commercial-scale electrolyzer, Ecolectro says that a project paying the same low price for water and power as Liberty would be able to produce hydrogen for less than $2.50 per kilogram — even without subsidies. Through its partnership with Re:Build, the company will produce electrolyzers in the 250- to 500-kilowatt range, as well as in the 1- to 5-megawatt range. It will be announcing a larger 250-kilowatt pilot project later this year, Gordon said.
All of this sounded promising, but what I really wanted to know is who Ecolectro thought its customers were going to be. Demand for clean hydrogen, or the lack thereof, is perhaps the biggest challenge the industry faces to scaling, after cost. Of the roughly 13 million to 15 million tons of clean hydrogen production announced to come online between now and 2030, companies only have offtake agreements for about 2.5 million tons, according to Kaur of BNEF. Most of those agreements are also non-binding, meaning they may not even happen.
Gordon tied companies’ struggle with offtake to their business models of building big, expensive, facilities in remote areas, meaning the hydrogen has to be transported long distances to customers. He said that when he was with Universal Hydrogen, he tried negotiating offtake agreements with some of these big projects, but they were asking customers to commit to 20-year contracts — and to figure out the delivery on their own.
“Right now, where we see the industry is that people want less hydrogen than that,” he said. “So we make it much easier for the customer to adopt by leasing them this unit. They don’t have to pay some enormous capex, and then it’s on site and it’s producing a fair amount of hydrogen for them to engage in pilot studies of blending, or refining, or whatever they’re going to use it for.”
He expects most of the demand to come from industrial customers that already use hydrogen, like fertilizer companies and refineries, that want to switch to a cleaner version of the fuel, or hydrogen-curious companies that want to experiment with blending it into their natural gas burners to reduce their emissions. Demand will also be geographically-limited to places like New York, Washington State, and Texas, that have low-cost electricity available, he said. “I think the opportunity is big, and it’s here, but only if you’re using a product like ours.”
On coal mines, Energy Star, and the EV tax credit
Current conditions: Storms continue to roll through North Texas today, where a home caught fire from a lightning strike earlier this week • Warm, dry days ahead may hinder hotshot crews’ attempts to contain the 1,500-acre Sawlog fire, burning about 40 miles west of Butte, Montana• Severe thunderstorms could move through Rome today on the first day of the papal conclave.
The International Energy Agency published its annual Global Methane Tracker report on Wednesday morning, finding that over 120 million tons of the potent greenhouse gas were emitted by oil, gas, and coal in 2024, close to the record high in 2019. In particular, the research found that coal mines were the second-largest energy sector methane emitter after oil, at 40 million tons — about equivalent to India’s annual carbon dioxide emissions. Abandoned coal mines alone emitted nearly 5 million tons of methane, more than abandoned oil and gas wells at 3 million tons.
“Coal, one of the biggest methane culprits, is still being ignored,” Sabina Assan, the methane analyst at the energy think tank Ember, said in a statement. “There are cost-effective technologies available today, so this is a low-hanging fruit of tackling methane.” Per the IEA report, about 70% of all annual methane emissions from the energy sector “could be avoided with existing technologies,” and “a significant share of abatement measures could pay for themselves within a year.” Around 35 million tons of total methane emissions from fossil fuels “could be avoided at no net cost, based on average energy prices in 2024,” the report goes on. Read the full findings here.
Opportunities to reduce methane emissions in the energy sector, 2024
IEA
The Environmental Protection Agency told staff this week that the division that oversees the Energy Star efficiency certification program for home appliances will be eliminated as part of the Trump administration’s ongoing cuts and reorganization, The Washington Post reports. The Energy Star program, which was created under President George H.W. Bush, has, in the past three decades, helped Americans save more than $500 billion in energy costs by directing them to more efficient appliances, as well as prevented an estimated 4 billion metric tons of greenhouse gas from entering the atmosphere since 1992, according to the government’s numbers. Almost 90% of Americans recognize its blue logo on sight, per The New York Times.
President Trump, however, has taken a personal interest in what he believes are poorly performing shower heads, dishwashers, and other appliances (although, as we’ve fact-checked here at Heatmap, many of his opinions on the issue are outdated or misplaced). In a letter on Tuesday, a large coalition of industry groups including the Air-Conditioning, Heating, and Refrigeration Institute, the Association of Home Appliance Manufacturers, and the U.S. Chamber of Commerce wrote to EPA Administrator Lee Zeldin in defense of Energy Star, arguing it is “an example of an effective non-regulatory program and partnership between the government and the private sector. Eliminating it will not serve the American people.”
House Speaker Mike Johnson suggested that the electric vehicle tax credit may be on its last legs, according to an interview he gave Bloomberg on Tuesday. “I think there is a better chance we kill it than save it,” Johnson said. “But we’ll see how it comes out.” He estimated that House Republicans would reveal their plan for the tax credits later this week. Still, as Bloomberg notes, a potential hangup may be that “many EV factories have been built or are under construction in GOP districts.”
As we’ve covered at Heatmap, President Trump flirted with ending the $7,500 tax credit for EVs throughout his campaign, a move that would mark “a significant setback to the American auto industry’s attempts to make the transition to electric vehicles,” my colleague Robinson Meyer writes. That holds true for all EV makers, including Tesla, the world’s most valuable auto company. However, its CEO, Elon Musk — who holds an influential position within the government — has said he supports the end of the tax credit “because Tesla has more experience building EVs than any other company, [and] it would suffer least from the subsidy’s disappearance.”
Constellation Energy Corp. held its quarterly earnings call on Tuesday, announcing that its operating revenue rose more than 10% in the first three months of the year compared to 2024, beating expectations. Shares climbed 12% after the call, with Chief Executive Officer Joe Dominguez confirming that Constellation’s pending purchase of natural gas and geothermal energy firm Calpine is on track to be completed by the end of the year, and that the nuclear power utility is “working hard to meet the power needs of customers nationwide, including powering the new AI products that Americans increasingly are using in their daily lives and that businesses and government are using to provide better products and services.”
But as my colleague Matthew Zeitlin reported, Dominguez also threw some “lukewarm water on the most aggressive load growth projections,” telling investors that “it’s not hard to conclude that the headlines are inflated.” As Matthew points out, Dominguez also has some reason to downplay expectations, including that “there needs to be massive investment in new power plants,” which could affect the value of Constellation’s existing generation fleet.
The Rockefeller Foundation aims to phase out 60 coal-fired power plants by 2030 by using revenue from carbon credits to cover the costs of closures, the Financial Times reports. The team working on the initiative has identified 1,000 plants in developing countries that would be eligible for the program under its methodology.
Rob and Jesse go deep on the electricity machine.
Last week, more than 50 million people across mainland Spain and Portugal suffered a blackout that lasted more than 10 hours and shuttered stores, halted trains, and dealt more than $1 billion in economic damage. At least eight deaths have been attributed to the power outage.
Almost immediately, some commentators blamed the blackout on the large share of renewables on the Iberian peninsula’s power grid. Are they right? How does the number of big, heavy, spinning objects on the grid affect grid operators’ ability to keep the lights on?
On this week’s episode of Shift Key, Jesse and Rob dive into what may have caused the Iberian blackout — as well as how grid operators manage supply and demand, voltage and frequency, and renewables and thermal resources, and operate the continent-spanning machine that is the power grid. 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.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: So a number of people started saying, oh, this was actually caused because there wasn’t enough inertia on the grid — that Spain kind of flew too close to the sun, let’s say, and had too many instantaneous resources that are metered by inverters and not by these large mechanical generators attached to its grid. Some issue happened and it wasn’t able to maintain the frequency of its grid as needed. How likely do you think that is?
Jesse Jenkins: So I don’t think it’s plausible as the precipitating event, the initial thing that started to drive the grid towards collapse. I would say it did contribute once the Iberian grid disconnected from France.
So let me break that down: When Spain and Portugal are connected to the rest of the continental European grid, there’s an enormous amount of inertia in that system because it doesn’t actually matter what’s going on just in Spain. They’re connected to this continen- scale grid, and so as the frequency drops there, it drops a little bit in France, and it drops a little bit in Latvia and all the generators across Europe are contributing to that balance. So there was a surplus of inertia across Europe at the time.
Once the system in Iberia disconnected from France, though, now it’s operating on its own as an actual island, and there it has very little inertia because the system operator only scheduled a couple thousand megawatts of conventional thermal units of gas power plants and nuclear. And so it had a very high penetration on the peninsula of non-inertia-based resources like solar and wind. And so whatever is happening up to that point, once the grid disconnected, it certainly lacked enough inertia to recover at that point from the kind of cascading events. But it doesn’t seem like a lack of inertia contributed to the initial precipitating event.
Something — we don’t know what yet — caused two generators to simultaneously disconnect. And we know that we’ve observed oscillation in the frequency, meaning something happened to disturb the frequency in Spain before all this happened. And we don’t know exactly what that disturbance was.
There could have been a lot of different things. It could have been a sudden surge of wind or solar generation. That’s possible. It could have been something going wrong with the control system that manages the automatic response to changes in frequency — they were measuring the wrong thing, and they started to speed up or slow down, or something went wrong. That happened in the past, in the case of a generator in Florida that turned on and tried to synchronize with the grid and got its controls wrong, and that causes caused oscillations of the frequency that propagated all through the Eastern Interconnection — as far away as North Dakota, which is like 2,000 miles away, you know? So these things happen. Sometimes thermal generators screw up.
Music for Shift Key is by Adam Kromelow.