Physics defeats platitudes, every time

For at least a decade now, this blog’s been pounding on the topic of New England’s dismantling its fossil fuel infrastructure, and while I’ve mostly focused on Connecticut’s greens blocking our own state’s sources of energy, the movement to return to the 17th Century extends throughout the region. Here’s a lengthy excerpt from an article by Doomsberg on the subject, which you can read, or go to the original article for still more, or just settle for this synopsis: New England has blocked natural gas, CNG, and nuclear energy — buy flashlights and blankets.

Doomberg: New England is an Energy Crisis Waiting to Happen

In her excellent book Shorting the Grid: The Hidden Fragility of Our Electric Grid, Meredith Angwin describes how a combination of bad policy, complicated governance, and dense bureaucracy has made the entire electric grid of New England incredibly vulnerable to collapse, especially during winter cold snaps (you can buy Angwin’s book here and follow her Twitter account here). She tells the story of how Regional Transmission Organizations (RTOs) like ISO New England have evolved to oversee bulk electric power systems and transmission lines, and how producers of electricity must subordinate their natural gas consumption for use in home heating during extreme cold weather events. Of course, the demand for electricity skyrockets during these same extreme events as people supplement their home heating needs with electric space heaters, further exacerbating the problem.

Angwin goes on the tell the story of how New England’s electric grid nearly collapsed during cold snaps in late December 2017 and early January 2018. In the book, she quotes from an op-ed she wrote for the Valley News shortly after the incident (emphasis added throughout this piece):

Around 5:00 P.M. on January 6, 2018, I snapped a light on as the sun went down. The temperature was around minus 8 degrees Fahrenheit. It had been zero at lunchtime and would be minus 15 the next morning. As usual, the light went on. As grid operator ISO New England had planned, oil had saved the grid. During that very cold week, about one-third of New England’s electricity came from burning oil. The people at ISO-NE might think it is unfair to say that they planned to save the grid with oil, but they did, because of the Winter Reliability Program.

She goes on to describe that while burning oil had averted disaster, it had only barely done so. The grid was hours away from rolling blackouts before the weather thankfully turned warmer. The book then covers the broken interplay between policy, markets, and fuel security, how renewables impact the grid, and her thoughts on a more rational path forward. It is well worth a full read.

You would think that the near collapse of their energy grid would have motivated the good people of New England to get serious about shoring up their energy needs ahead of future cold snaps. You would be wrong. Instead, they have set about the task of systematically dismantling existing critical infrastructure and blocking the development of proven technologies. In 2019, the Pilgrim Nuclear Power Station was shuttered, leaving New England with only two nuclear power facilities. There are no plans to build more.

More urgently, virtually every attempt to expand the region’s natural gas pipeline infrastructure has been delayed, blocked, or abandoned. Here’s a sobering report from InsideSources from mid-2019 that describes the situation:

As activists become more adept at enlisting government in their war on oil and gas pipelines, even small projects are becoming difficult to build.

Last month, voters in Longmeadow, Mass., approved a non-binding ballot measure encouraging the town to buy land to block a local natural gas metering and transfer station.

This past Earth Day, the mayor of Holyoke, Mass., announced his opposition to a proposed 2.1-mile, 12-inch natural gas pipeline that would increase capacity to meet rising demand. He asked federal regulators to reject the pipeline.

In March, the Bristol, Vt., Selectboard voted to cancel a license agreement with Vermont Gas that would have allowed Bristol residents to connect to a gas line that runs from Colchester to Middlebury, vtdigger.com reported.

From large, interstate pipelines to small lines connecting towns and neighborhoods, anti-fossil fuel activists have proven highly successful at blocking, through regulations or lawsuits, new natural gas infrastructure in the Northeastern United States.

Just last month, voters in Maine killed an electricity transmission line project that would have brought renewable hydro power from Quebec to Massachusetts. Here’s a report from the Boston Globe:

In what appears to be a stunning setback to Massachusetts’ climate goals, Maine voters on Tuesday rejected a referendum on a transmission line that would bring hydroelectric energy from Canada to the Bay State. …..

Energy from the line is a key part of how Massachusetts plans to achieve its goal of halving emissions by the end of the decade. ….

The great irony of the situation is New England sits only a few hundred miles from the most prolific natural gas producing region on Earth – the Appalachian Basin. According to the US EIA, if the region were a standalone country it would have been the third largest natural gas producer in the world in the first half of 2021, behind only Russia and the rest of the US. And yet, by refusing to build the necessary pipeline infrastructure, New England has opted out of sharing in this critical domestic bounty. ….

One of the most controversial laws in the US is the Merchant Marine Act of 1920, more commonly known as the Jones Act. The law is meant to help ensure a healthy US merchant marine fleet and to support domestic shipbuilding. These are considered critical to national security, especially during times of war. A key stipulation of the law is that foreign-owned ships cannot transport goods between two US ports – only ships built, owned, and crewed by Americans are permitted to do so.

While the US has become the largest producer of natural gas and an ever-larger exporter of LNG, the country does not produce LNG carriers. Since there are no US LNG carriers, New England cannot benefit from the build-out of LNG export facilities along the Gulf of Mexico, despite having significant LNG import facilities like the one in Everett, Massachusetts.  That means New England is in the same bidding pool as Europe and Asia. Amazingly, most LNG imports to the Everett terminal have come from Trinidad and Tobago! Instead of simply building pipelines to its land neighbors, New England pays for boats to sail more than 2,000 miles – burning fossil fuels and polluting the oceans as they do so – and pays a substantially higher price for the privilege. Bonkers!

As we head into the depths of winter, New England is substantially behind in procuring LNG from the international market. Here’s how S&P Global described the situation last week:

So far this winter season, New England has received just a single cargo at the region's Everett LNG import terminal, which delivered the regasified equivalent of about 2.9 Bcf on Nov. 3. From November to March last season, Everett received seven cargoes carrying 20.5 Bcf. During the 2019-2020 season, the terminal took nine cargoes carrying nearly 23.5 Bcf, Platts Analytics data shows.

And so it goes. All entirely predictable and in fact, predicted, for twenty years or more. The pace of de-industrialization has quickened, and when disaster strikes, the sheeple will be stunned, and angry. They will, of course, blame the oil and energy transmission companies, rather than the very policies they have voted for repeatedly since the 1980s. State legislators will scream for heads to roll, Dick Blumenthal will demand investigations, and the White House will initiate anti-trust suits.

None of which will keep the lights on.