TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    News

    Volts

    Volts is a podcast about leaving fossil fuels behind. I’ve been reporting on and explaining clean-energy topics for almost 20 years, and I love talking to politicians, analysts, innovators, and activists about the latest progress in the world’s most important fight. (Volts is entirely subscriber-supported. Sign up!)

    www.volts.wtf

    Advertise

    Copyright: © David Roberts

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Minnesota sets out for zero-carbon electricity by 2040 Feb 15, 2023
    Show notes

    A newly signed state law sets Minnesota on course to use 100 percent carbon-free electricity by 2040. In this episode, Minnesota House Majority Leader Jamie Long describes the decisive legislating that took an ambitious climate bill from introduction to the governor’s desk in the space of one month. (PDF transcript)(Active transcript)Text transcript:David RobertsBack in 2019, I wrote for Vox that there is one weird trick states can use to ensure good climate and energy policy. That trick is: giving Democrats full control of the government. It has worked in California, Washington, Oregon, Colorado, Illinois, New Mexico, Massachusetts, New York, Hawaii — the list goes on.As I covered in a pod a few months ago, the 2022 midterm elections brought Democrats full control — with trifectas of both houses of the legislature and the governor's office — in four new M states: Maryland, Massachusetts, Michigan, and Minnesota.Does the one weird trick still work? Well, you’ll never guess what happened in Minnesota last week. Gov. Tim Walz signed into law a historic piece of legislation that would set the state on a course to carbon-free electricity: 80 percent by 2030, 90 percent by 2035, and 100 percent by 2040.My guest today is the bill’s primary author and sponsor, Minnesota House Majority Leader Jamie Long. Long, formerly legislative director for then–U.S. Rep. Keith Ellison (D-Minn.), was elected to the Minnesota legislature in 2018 and became majority leader this year. He worked closely with Senate sponsor Nick Frentz to shepherd the bill quickly through the legislature, with no extended conference committee. It was an adept and decisive bit of legislating — not necessarily the norm for Democrats. I was excited to talk to Long about some of the ins and outs of the bill, the forces that supported and opposed it, and what's next for Minnesota energy policy. All right, then. Representative Jamie Long of Minnesota, welcome to Volts. Thanks so much for coming. And I guess the first thing I should say is congratulations.Jamie LongThank you. It's a big month out here in Minnesota.David RobertsYeah, big news. I want to get into the actual bill and the actual targets and everything, but just let's do a brief bit of history to start with. You arrived in the Minnesota legislature in 2018. I'm curious when this bill was born, basically, how long has this been cooking?Jamie LongSure. Well, this was my top-priority bill from my very first day I ran for office wanting to work on climate change and clean energy, and knew that 100% clean energy was the big bill that I wanted to focus my efforts on. So, we introduced this pretty early in my very first year in office. So actually, when we had the bill signing, I was looking back, and it was about four years to the week from when we had a bill signing that I'd introduced it. So, that was the first time we'd had 100% clean energy proposal in Minnesota, but we certainly had a lot of other renewable energy standards that had been tried and had failed over the years. The last time we'd updated our renewable energy standard was 2007 in the state.David Roberts2007. And that was, I'm guessing, the last time you had Democratic control over both Houses?Jamie LongNo, in fact, it was broadly bipartisan. It was signed by Governor Tim Pawlenty, Republican governor, who later it became a political issue when he ran for President because the Republican primary voters were not that happy that he was a clean energy leader who took climate change seriously. But it got such broad bipartisan support, it was almost unanimous in the House and Senate at the time.David RobertsWild.Jamie LongAnd that was 25% renewable energy standard by 2025 was what was passed at that time. That seemed really ambitious, but we actually met that in 2017, so we met it eight years early.So, at the time it seemed like it was going to be a big deal.David RobertsIf only we would ever learn from experience.Jamie LongI know, right?David RobertsThat's the same story with every single one of these that's ever passed anywhere.Jamie LongThat's right. But we do have only the second trifecta in the last 30 years in the state. We did have one in 2013, 2014. We didn't update the renewable energy standard then, but we did do some other good climate policy. But yes, unfortunately, since 2007, climate and clean energy has taken a turn for partisanship in the state. And so it has taken until we got this trifecta, and we have it barely in the Senate. This will sound familiar to the congressional story, but we have a one vote margin in the Senate, and we have a two vote margin in the House.David RobertsCrazy. And this was pretty rapid and decisive. Like, you guys have not been in office for that for that long.Jamie LongYou got it. Signed within a month.David RobertsThat's unusual to see the Democratic Party acting with such alacrity and clarity of purpose. I don't know what's going on here.Jamie LongWell, we felt like we heard loud and clear from Minnesota voters that this is what they wanted. There was a poll in our local paper right before the election asking voters what were their top issues for deciding on the candidates that they wanted to support. And climate was a top five issue.David RobertsNo kidding.Jamie LongOur governor, Tim Walz, has been a strong supporter of 100% clean energy since day one. He was at our very first press conference with us four years ago, and he ran on this this past election cycle for his re-election, it was in his first ad. He was one of those Democrats back in the Waxman-Markey days who voted for Waxman-Markey and thought it might have cost him his seat, and it didn't. But he's always been very proud of his climate leadership and has been a really strong leader in our state.David RobertsSo, I want to talk about some of the issues of contention, let's say in a minute, but let's just start by talking about what's in the bill. So, there's two targets for the state utilities. There's a renewable energy target and then there's a zero carbon target. So, tell us just briefly, like why are there two and what are they?Jamie LongWell, we wanted to have a renewable energy baseline. That was important for a lot of our partners and constituency groups that we were working with. We do have nuclear energy in the state, there are three nuclear plants, all owned by Xcel Energy. So, this wasn't really relevant for most utilities, but we wanted to have a baseline for renewable energy. So, there's a 55% renewable energy standard by 2035. But the big numbers are the clean energy standards or carbon-free energy standards and those are 80% by 2030, 90% by 2035 and 100% by 2040.David RobertsGot it. So, the renewable energy target is just an extension of the previous law? Yes, it's just sort of an updating of the previous renewable energy law or does it change anything substantially from that law?Jamie LongWell, it updates the previous law. So as I'd mentioned, our current law has 25% by 2025 and everybody's gotten there, so there's no real story there. So we have 55% now by 2035. We did update it some. The renewable energy definition at that time had a couple of things that we tweaked. One was that it constrained hydro to only small hydro. And the thought had been at that time that there was some concern that if we did large hydro we would basically push out all of the wind and solar. We would just go towards large hydro or we have access to Manitoba Hydro here and some other large hydro projects.And so the concern was that you wouldn't get the solar and wind development that we would want. That's less of a concern now. We aren't seeing a lot more large hydro projects being built. And particularly on the timeline that we're talking about, between now and 2035, you're not really going to get a new large dam sided and constructed. So, the question was just really, were we going to let that count for utilities that are already purchasing large hydro? And we thought that would be fair. And then the other discussion was around waste energy. And so we have a facility in my city of Minneapolis that is located next to the neighborhood that has the highest black population in the city, and also happens to have the highest asthma rates in the state, there's a lot of cumulative impacts with different industrial uses in that particular neighborhood. And so we excluded that particular facility from the definition of renewable energy.David RobertsThat's Hennepin?Jamie LongYeah, the Hennepin Energy Recovery Center is what it's known as. So we excluded that as a gesture to the community and to the county that we understand this is a facility that we don't want to see be the long term solution to our waste problems in that particular location.David RobertsI'd like to pick up both of those a little bit. On the hydro, my understanding is that this was a subject of some contention, I mean, one is what if we just get more hydro and don't do any wind or solar, as you say, that's probably not as much of a concern. Now, although, I'm curious, you're accessing this Manitoba Hydro, could you theoretically just buy more of existing Manitoba Hydro? I'm curious, have you topped out how much you can get from there?Jamie LongYeah, it's pretty well topped out. It's all spoken for between Manitoba and Minnesota. So last year there were lower water levels in Manitoba and they wound up being able to ship a little less power to Minnesota because they had to use it all from Manitoba. So both with the existing transmission and the existing need, there's no real extra capacity.David RobertsBringing on any substantial new big hydro from Minnesota would mean building new dams.Jamie LongYeah, and it would take longer than the time allotted.David RobertsI know there are sort of concerns about the pipeline from those Manitoba, the electricity lines from those Manitoba dams down to Minnesota. How did that play out? Because my understanding is that environmental groups, the reason they didn't want big hydro counted is partially because they don't want more of that. How did that sort of controversy play out?Jamie LongYeah, there were some concerns from some indigenous environmental groups around large hydro. And so that was one of the reasons why we made clear it was only existing hydro. So we didn't allow for new hydro to count towards that renewable energy standard, so that we would foreclose the possibility that new construction would be eligible. So in the law, it says only as of the effective date of the act, those facilities would count.David RobertsI see. So even if they did build new dams.Jamie LongIt doesn't count towards renewable energy standard. It would count towards carbon-free because we don't have technology limitations there. It's anything that's carbon-free. But for the renewable energy standard, it wouldn't count.David RobertsGive us a sense of where non hydro renewable energy is in Minnesota. Are the big Minnesota utilities in shouting distance of that 55% target?Jamie LongThey are. So last year in Minnesota, we were at 52% carbon-free for the entirety of Minnesota's power generation. Now 24% of that was nuclear. So about a quarter of our power in the state's nuclear, but 28% was renewable energy. So that's pretty good. And then if you look at it based on, by utility, there is a bit of a differentiation. Minnesota Power, for example, which is the utility that services the northern part of the state, they're pretty unique because they serve some really large customers. Mines, timber. They were at 90% or so coal in the 1990s, and then as of even 2015, we're at about 75% coal. And now they're over 50% renewable.David RobertsOh, wow. So they've been moving pretty quick already.Jamie LongThey've been moving very quick already. And so we've had some good leadership from utilities in the state. Xcel Energy, our largest utility, was the first in the nation to say that they wanted to move towards 100% carbon-free electricity. And then both Minnesota Power and Great River Energy, which is our generation and transmission cooperative for most of our rural electric co-ops in the state, have also committed to carbon-free. Now, all three of those had 2050 as their target dates, so we're pushing them considerably faster than they had wanted to go, but they had set the direction that they were going to move towards carbon-free electricity, and all three of them, in the end, were supportive or neutral on the final bill. So I do give them credit for setting a direction and being willing to come along even as they were being pushed.David RobertsJust to clarify sort of the goals that they had set for themselves, that was all internally driven, that wasn't in response to any sort of mandates or government product.Jamie LongThose were public announcements. And so even before the law had passed, something like 80% of Minnesota customers were already being served by a utility that had themselves, on their own, committed to decarbonizing their electric service.David RobertsSo this is mostly accelerating what your big state utilities are in the midst of doing already.Jamie LongAccelerating and mandating, which is an important distinction. But they had made these targets on their own and they weren't binding. You know, Xcel Energy at different points in time had described it as an ambition or a goal or, you know, there was a lot of flexibility in terms of how they described it and now there is not.David RobertsNow there's locked in. Let's talk a little bit about garbage incineration because this sort of like only comes up in some states and not in others, and I've had questions about it over the years and I've never really bothered to poke around and learn a lot about it. But my understanding is two things: one is that the main reason municipalities are doing this is not for energy. It's that they don't know what else to do with their trash. They don't have anything else to do with their trash. And my understanding is that environmental groups are largely opposed to it and would have preferred to exclude it from the zero carbon energy standard entirely.So tell us a little bit about, just sort of like, what are the dynamics or how did that play out?Jamie LongSo it's this interesting interplay between waste policy and energy policy, right?David RobertsRight.Jamie LongSo I think most folks agree that landfilling isn't a good outcome for our waste management system. And there's disagreement though, on how much we can do in recycling and composting, and other forms of waste diversion. Environmentalists like me tend to think that we can do a lot more than we're doing. Pushing hard at the state level to do more in the recycling and organics management side. But a lot of counties in our state have moved forward with waste burning as what they view as better than landfilling. So not the outcome that they want, but better than landfilling.You still do have to landfill though. You're landfilling all the ash that's coming out, and the ash is toxic, and you're producing localized air pollution when you're burning it. So it's certainly not an environmentally friendly solution, but nor are landfills. And so there aren't easy choices here. But when it comes to the energy space, when we're thinking about moving towards a decarbonized electric sector, when you're burning trash, it produces carbon. So right now the waste energy, at least for our 100% target, doesn't count as a fully decarbonized source. We have a few pathways that counties could pursue which I c…

    Full show notes at the publisher

    Utilities are lobbying against the public interest. Here's how to stop it. Feb 10, 2023
    Show notes

    In this episode, utility watchdog David Pomerantz discusses all the ways that utilities use ratepayer money to lobby against the clean-energy transition — and what regulators and policy makers can do to stop it.(PDF transcript)(Active transcript)Text transcript:David RobertsThere are many features of US public life that I believe, perhaps naively, would be the subject of a great deal more anger were they better understood. One of those is the role utilities play in climate policy.A rapid transition to a low-carbon energy system is necessary to avoid the worst of climate change. Happily, that transition is going to be an enormous net benefit to US public health and the US economy. It's good for quality of life, economic growth, international competitiveness, national security, and the long-term inhabitability of the planet.But it’s not necessarily good for the companies that actually sell energy to customers — power and gas utilities. In fact, utilities are using every tool at their disposal to slow the energy transition, from lobbying to PR campaigns to donations to, as the last few years have demonstrated, outright bribery.And here's the even more galling bit: they are fighting against the clean-energy transition using your money. They use ratepayer money — from captive customers over whom they are granted a monopoly — to fund their lobbying. They have effectively conscripted their customers, who have no choice where to get their power and gas, into an involuntary small-donor army working against the public interest.It’s outrageous. In a new report called “Getting Politics Out of Utility Bills,” the Energy and Policy Institute — one of the best utility watchdogs out there — details some of this utility corruption and offers recommendations for how to prevent it. These are not futile recommendations to Congress, but actions that fall within the current powers of state regulators and the Federal Energy Regulatory Commission.I have been ranting about utilities for years, and one of my most reliable sources on the subject has always been the report’s author, Energy and Policy Institute Executive Director David Pomerantz, so I was eager to talk to him to air some shared grievances, hear some enraging tales of utility shenanigans, and discuss what can be done to rein them in. All righty, then. David Pomeranz. Welcome to Volts. Thank you so much for coming.David PomeranzThank you so much for having me.David RobertsI was thinking of you just earlier today as I saw a new story in the Washington Post about how the gas industry is under fire and it is now hiring Democratic politicians to shill for it. And I thought: "Golly, isn't that thematically on point?". So it seems like a perfect time to be covering this report. Before we get into specifics of who's done what and how to stop them from doing it, let's just start with power utilities are out there getting involved in politics. And let's just sort of discuss what is their net effect on politics. Like, what are they pushing for and against out there in the states and at the federal level?David PomeranzThat is a great question, and I think it will be important in context for your listeners who I am count myself as a loyal one, and I know many are thinking about climate change, and energy policy, and decarbonization, and the energy transition. And if they are concerned about those things then they should be concerned about utilities, political power and their political machines. So let's talk about what their political agenda is. And we're talking about both electric and gas utilities. Oftentimes the same companies, but sometimes, you know, there are utilities that sell gas only and electricity only. And they're all relevant to this conversation.So, since you mentioned, gas utilities pushing back against building electrification, and that has certainly been in the news quite a lot this month, so we can start there, because that's really simple. The gas utilities sector is, with almost no exceptions, united in its aggressive political effort to stave off building electrification. They basically see that as an existential threat to their existence. They have for some time.David RobertsAnd it is.David PomeranzYeah, we can be honest about that, I think.David RobertsYeah.David PomeranzWe'll talk about electric utilities, of course. You know, electric utilities have not only a role to play in decarbonized world and a transition from fossil fuels, but really like the very central role to play in it. And I wish they would, more of them would get religion on that. But gas utilities don't really. Their role is, they make money from putting methane gas in pipes and sending it to buildings and factories.David RobertsThese companies that are both, you can sort of see a root out of this for them. But an exclusively gas utility really is, you know, destined for the trash bin of history, and knows it and is fighting it tooth and nail. But some of the stuff electric utilities are fighting, I don't think is as straightforward or obvious. Why they seem hostile to both distributed renewables, sort of consumer side stuff, and hostile to interregional transmission of the big power. So they seem hostile on sort of both ends of that. Why are they out doing that and how significant is their opposition to this stuff in the grand scheme of things?David PomeranzYeah, it's significant. It depends a bit on the issue. So maybe let's start on one end of the spectrum, with the things that they are most opposed to with the lease nuance.David RobertsRight.David PomeranzAnd I would say that that is distributed resources, customer owned resources, like rooftop solar, and energy efficiency, which we maybe don't talk about as much as we should. But, for decades now, electric utilities have opposed those because it presents a threat to their business model, right? As you have kind of, like, in the high priest of helping people to understand this, electric utilities in our current model make money when they build stuff. If people are putting solar panels on their roof, or adopting technologies to use less electricity, either one of those kind of has the same effect on the electric utility. It means they don't have to build as much stuff. And so they make less money.David RobertsYes, you're using less utility power.David PomeranzRight. So they are opposed to that. And we'll talk about some of the most scandalous things that utilities, electric utilities, have used their political machines to do in the last few years, but a lot of it roots from this almost paranoid obsession with stopping the growth of rooftop solar in some places. So that's that. On the other end of the system in terms of, like, the bulk power system, it's a little bit less monolithic and a little bit more of a spectrum within the industry. So there are absolutely electric utilities who have figured out that they can make money by retiring coal plants and gas plants, and instead building wind farms and utility scale solar farms. So Xcel Energy kind of coined the term "steel for fuel" to represent that change. And it makes sense. Now, they're all kind of in a different place on that. Some have really embraced that transition. Some of the dinosaurs in the industry, like Southern Company, or Duke Energy, or Entergy, they're not there yet for a bunch of reasons that I think are largely cultural, frankly. They just have a lot of groupthink in their leadership and their C-suites, and they haven't figured out yet that that solution sort of helps their profits and also helps customers. It's really good for everyone. And so on that, there's some heterogeneity in the whole sector.But there are companies who, utility companies, who absolutely, in the very recent past, have used their political power to slow down that transition too. So probably the canon example of that, and I think we should talk more about this because it's really such an important case study, is FirstEnergy in Ohio.David RobertsYeah, we'll definitely get into that.David PomeranzSure.David RobertsAnd the transmission thing too. I think is maybe not intuitive for people just to understand that sort of, if your power generation and transmission is confined to your utility area, you're sort of stuck with the resources you have within that area. And insofar as you connect to other areas, and potentially get cheaper power, right? You lower the price of power generally. And utilities, especially the owners of those plants that are getting those sky high prices, don't want that either.David PomeranzYeah, this is really counterintuitive for people. And I think, unfortunately, this narrative has kind of taken over that the main obstacle to building the high voltage regional transmission lines that we desperately need to transition from fossil fuels to renewables, is like some farmers and ranchers and NIMBY, "not in my backyard" protesters.David RobertsYes. Or environmentalists wielding environmental review, et cetera, and protecting salamanders.David PomeranzRight. And I'm not dismissing those things as real. There are people, you know, there is a history of landowners not wanting transmission lines going on or near their property. But in my opinion, far less of a barrier and gets much more attention than it should compared to this really big structural barrier, which is these multibillion dollar companies that don't want to see transmission built, regional transmission. And that regional part is kind of the key when it comes to utilities. So, utilities are very happy to build local transmission. In fact, they're probably gold plating their local transmission assets because they can get it approved very quickly.David RobertsYeah, super easy to get it greenlit.David PomeranzSuper easy. And it's a money making machine for them. The regional transmission assets, first of all, as with anything, they'll fight the opportunity for anybody to own those assets but them. So they will fight against any kind of merchant development of transmission, which takes a big piece of the market out that could make things cheaper for everybody. And, yeah, they'll fight against transmission lines that weaken their assets. So a good example of how this stuff all interacts is, there was a proposed transmission line to bring clean hydropower from Quebec into New England, and it was fought by local activists.But also NextEra Energy paid $20 million to bankroll, very quietly, some of those protests, and to campaign against the transmission line because they own gas plants and a nuclear plant in the region, and so that imported hydro would have undercut the profitability of those assets. There's another case, that we documented on our website, about how Entergy, utility company that operates in Louisiana and in the south, they actually hired sort of an undercover operative, like a consultant that didn't disclose they were working for Entergy, to go to some of the meetings of MISO, the Mid Continent Independent System Operator, and basically kind of try to gunk up the works, and slow down development of transmission lines that would bring lower cost wind energy into Entergy's service territory. So they fight that too. They fight distributed resources, they fight competitive regional transmission.David RobertsAnd they fight the creation of new competitive electricity markets too.David PomeranzYes, for sure. So, we have competitive wholesale electricity markets in many parts of the country. The ones we have could use some reforms to make them work better for customers. Utilities certainly will fight those. But there are also places where we don't have any, and the biggest one is the southeast. And the utilities there, companies like Duke Energy, Dominion Energy, Southern Company, they are very aggressively using their political power, including paying groups with names like Power for Tomorrow, that pay former regulators to do some of this stuff, to argue against bringing an RTO to the southeast, which many legislators in some of those states have expressed an interest in, for both parties because they want to see cheaper electricity.Large customers want to see it, because many of them want to have better access to clean energy, and a regional transmission operator would help with that. And the utilities are fighting that too. So it's really kind of up and down the system. A lot of solutions to decarbonization. Building electrification when it comes to gas utilities, certainly rooftop solar and energy efficiency, and in some cases shuttering fossil fuel assets, regional transmission... All of those are things we need, and all of those are things that in various parts of the country, one of the biggest reasons we're not getting those things fast enough, is because utilities are blocking them.David RobertsThis is one of this genre of podcast I think of as the "you should be madder pod", and people really should be madder about this. So it's kind of wild. So, anything that sort of like, brings cheaper power, and decarbonization, and customer empowerment, like all these things that are good socially, and environmentally, and economically, and politically, name it. Everybody wants all these things, except for the companies that control electricity which are out fighting them, which is just really wild. You know, like any widget maker is gonna go politically lobby against a ban on widgets, you know what I mean?Companies have, in our collective wisdom, we have decided that corporations are people, and have the right of free speech, and have the right to defend their interests, and whatever the propriety of that, it's a real thing. But, cannot make the point enough that utilities are not just another company, they're not just another private enterprise. So, give us that context too as well. Why? It's like, it's bad enough that the companies that control electricity are out comprehensively opposing better, cleaner, cheaper electricity. But these are not just normal companies, like, these are monopolies.David PomeranzYeah, they're basically state granted monopolies and that is a really important distinction. That's kind of everything. So, if you don't like the political position of some company that you buy some consumer product from, if you don't like the political position of a fast food company, you can buy your hamburgers from some other fast food company.David RobertsSo you don't like the behavior of a certain Tesla executive.David PomeranzPrecisely. You can buy an EV from some other car company. It's getting easier than ever. But if you don't like the political positions of your utility, first of all, you have no recourse. You have to buy electricity. In some cases you have to buy gas, for the time being at least. First of all, it's interesting you mentioned how in our collective wisdom, or at least the collective wisdom of the Supreme Court, we've basically created kind of, like, an anything goes campaign finance environment. And that's meant to, if you believe it, if you give credence to the logic behind those court decisions, like Citizens United, it's meant to protect the free speech rights of corporations. I disagree entirely with the construct, but that's the construct.What about the free speech rights of utility customers? Right? Like, if my utility is taking my money and spending it to sue the EPA, so that they can poison my air and water with impunity, that's political speech, you know? And I'm basically being conscripted unwillingly into an army of small dollar donors by my utility to fund that political speech. So there's case law about this. I'm not an…

    Full show notes at the publisher

    Decarbonizing US transportation with an eye toward global justice Feb 08, 2023
    Show notes

    Will widespread electrification of the US personal-vehicle sector inevitably be accompanied by a huge rise in environmentally destructive lithium mining? Not necessarily, says a new report. In this episode, lead author Thea Riofrancos discusses options for reducing future lithium demand through density, infrastructure, and smart transportation choices.(PDF transcript)(Active transcript)Text transcript:David RobertsThe transportation sector is the leading carbon emitter in the US economy, and unlike some other sources, it is on the rise. Decarbonizing it is inevitably going to involve wholesale electrification of personal vehicles. We're going to need lots and lots of EVs. That’s going to mean more demand for minerals like lithium, which is mined in environmentally destructive ways and almost everywhere opposed by local and indigenous groups. But lithium can be mined in more or less harmful ways, depending on where and how it’s done and how well it’s governed. And the number of EVs needed in the future — and the consequent demand for lithium — is not fixed. The US transportation sector could decarbonize in more or less car-intensive ways. If US cities densified and built better public transportation and more walking and cycling infrastructure, fewer people would need cars and the cars could get by with smaller batteries. That would mean less demand for lithium, less mining, and less destruction.But how much less? That brings us to a new report: “Achieving Zero Emissions with More Mobility and Less Mining,” from the Climate and Community Project and UC Davis. It models the lithium intensity of several different pathways to decarbonization for the US personal-vehicle market to determine how much lithium demand could be reduced in different zero-carbon scenarios.It’s a novel line of research (hopefully a sign of more to come) and an important step toward deepening and complicating the discussion of US transportation decarbonization. I was thrilled to talk to its lead author, Thea Riofrancos, an Andrew Carnegie Fellow and associate professor of political science at Providence College, about the reality of lithium mining, the coming demand for more lithium, and the ways that demand can be reduced through smart transportation choices.Alright. Thea Riofrancos, welcome to Volts. Thank you so much for coming.Thea RiofrancosThanks for inviting me.David RobertsI've been meeting to get you on forever and waiting for the right occasion, and this is just a humdinger of an occasion here, this report. It's right at the nexus of, like, a lot of things I cover a lot, and a lot of things I feel like I should cover more, bringing them together. So before we jump into the details, I just want to take a step back and summarize the report, the framing of the report as I see it, because I've seen and heard some media coverage of the report, and I'm always just a little frustrated by how other journalists cover things.Thea RiofrancosUnderstandably.David RobertsIt's just this weird oblique... they don't take the time to sort of say, "what is the main thing?" Before getting on into weird little side questions. So I'll just say, as I understand it, the premise of the report here is we need to decarbonize transportation, yes. And electrifying vehicles is a huge and unavoidable part of that and extracting a lot of lithium is an unavoidable part of that. However, and here I will quote the report, "The volume of extraction is not a given. Neither is it a given where that extraction takes place, under what circumstances, the degree of the environmental and social impacts, or how mining is governed."So the idea here is: yes, we have to decarbonize, we have to electrify, we have to electrify transportation. We need electric vehicles, but there are better and worse ways of doing that, more and less just ways of doing that, more and less lithium-intensive ways of doing that, and we should do it the best way we can. Is that fair?Thea RiofrancosThat is fair. And you've also quoted one of actually my personal favorite lines of the report, because I agree with you that it really gets at the heart of what our goals are, the kind of questions that we're asking, and also this desire to align goals that might seem in tension with one another, right? Which is rapid decarbonization on the one hand, and on the other hand, protecting biodiversity, Indigenous' rights, respecting other land uses, and those can feel—and to an extent, materially are—in tension with one another in specific instances. But our goal was to say, "Is there a way to have it all from a climate justice perspective?"What's the win win? Or what's the way to get away from at least a sort of zero-sum framing?David RobertsRight. Or just a north star, a way to look, a goal to pursue rather than just sort of this binary notion of we're going to electrify transportation or not. There's just a ton of room within that to do it in different ways. So that's the main thing here. We're thinking about how to decarbonize transportation in the best possible way, where it's both rapid decarbonization and as just as possible and as light on the Earth as possible. So within that, you sort of take as your primary metric: lithium. You compare scenarios based on their lithium intensity. So maybe let's just start there and you can just explain to listeners why choose lithium as your sort of central metric?Thea RiofrancosGreat question. Because one could imagine this report being replicated across a whole host of transition minerals, and I actually hope that it is, right? I do see this as a kind of opening to a research agenda that we hope is malleable in other sectors as well. Why lithium? Maybe let's zoom out a little bit and just say how urgent it is to decarbonize the US Transportation sector, right? And so that's why transportation which we can talk about more later, of course.David RobertsYeah, I think in the latter half we're going to get into transportation and US Transportation all the stuff.Thea RiofrancosIt helps us sort of understand why the battery and the battery helps us understand why lithium. So I'll just treat it in that order briefly, which is transportation sector number one, and main steel sort of rising emissions sector in the US, right. In order to decarbonize that sector, there's lots of forms of transportation. We're focusing on ground transportation here. And the prevailing technology for decarbonizing ground transportation is the lithium ion battery. That may change in the future, and I'm happy to sort of entertain that. We can talk about it if we want. But right now, in terms of commercial viability, scale, and just the actual material production that's going on in the world, it's the lithium ion battery.When we sort of dig into those batteries, and I know you've covered batteries on prior shows, there's a whole set of different minerals and metals used in the cathodes, the anodes, the separators, et cetera. Lithium is central, though. Lithium is the kind of non-substitutable element in that recipe. You can go to different cathode chemistries that do or don't use nickel, that do or don't use cobalt, et cetera, right. The iron phosphate versus the NMC. And those have different benefits or drawbacks in terms of energy density, power density, et cetera. But lithium is in all of them right now.And so lithium felt like a good first cut, a good sort of catch-all. I'll also say that we expect that if we overall focus on reducing the raw material needs of the energy transition, those benefits carry on beyond lithium, right? A lot of our suggestions would also reduce mining of other materials, including those outside of the battery, right. Like copper, if we look at the broader car. So we chose lithium for those reasons. One other thing to sort of note is that lithium has also been a particular target of a range of public policy and corporate strategies over the past couple of years, right.I hate to kind of use imperialist language, but I'll just use it because it's how the media frames it. Right, there's like a scramble for lithium, a rush for lithium, a lithium boom. It's considered essential and strategic by public and private sectors in ways that are also making it sort of a laboratory of new corporate and public policies. And so that's another reason to focus on lithium.David RobertsYeah. Kind of an early indicator of how these institutions will approach decarbonization more broadly or materials more broadly.Thea RiofrancosAbsolutely. And playing into that and also kind of a result of that at the same time is like the crazy price volatility with lithium over the past few years. And maybe volatility is not the best way to put it, because it's been just consistently rising. Over the past decade it's been super volatile, big crashes, big booms, and busts. But in the past few years, we've just seen steady increases, getting to the point of historic highs last year. So lithium is now a huge factor in the price and affordability of batteries, which are in turn, the main and most expensive component of an EV. So from a totally different angle, we care about how much are batteries an EV is going to cost, and why? What is their cost structure? Lithium is like a good place to look as well.David RobertsLet's talk about lithium, then. Let's just start with... because it's funny, prior to EVs, the lithium market was looking from the perspective of what it's going to be in a fully electrified world, pretty sleepy, kind of backwater market. And it's one of many things in the energy transition world that is sort of quite suddenly being expected to 10x itself. So let's just start with the lithium market as it exists now. Where does it come from? You say there are four main countries where lithium is mined. We should say—most listeners probably get this—but we should just say lithium, the raw material is spread pretty evenly all over the world, but it's mined in very specific places.So talk about where those are.Thea RiofrancosYeah, with a lot of extractive industries, but really very much so with lithium, the map of deposits or of underlying existing lithium in the Earth's crusts or oceans is totally distinct from the map of production, right. The map of production is a really small subset, so that's important to keep in mind. But where it's currently mined is Australia, Chile, China and Argentina. Those are the top four. Those have been the top four. They've actually jockeyed and sort of changed positions at different moments over the past few years. But those have been the top four. They are the top four, and they will sort of be the top four for at least the next few years, right. Mines take a long time to build, which we can talk about if we want, so that's not going to instantly change. But I foresee that in the next decade thereabouts, we're going to have some different players on that top, and it'll be more like a top ten list rather than a top four list, right. But that's where it's mined now.And one other interesting thing about lithium—we don't have to get too nerdy about lithium per se—but it's a weird element because it's a very reactive metal. So you don't find it as a metal in nature. You find it in all these heterogenous compounds, right. So there's lithium-bearing clays, there's lithium in geothermal brines, there's lithium and non-geothermal brines, there's lithium in the spagamine, there's lithium and other types of hardrock deposits that haven't actually been mined so much yet, but will be on the horizon. There's really low concentrations of lithium in the ocean. I don't see that as per se the next frontier, but it's there. So there's lithium comes in all forms, really, and each of those has, like, different extractive techniques, different environmental impacts, x, y and z, but it's really variable.David RobertsOne of the things that follows from that, from it being reactive and thus not found in pure form, is that whatever it is you're digging or hauling up, you then have to do a lot of processing to it to get the lithium out, which is tends to be the gross part. So let's get nerdy a little bit. There are two main mining techniques you talk about in the report, hardrock and brine. Let's just briefly go through those. So, like, hardrock is in, as I understand it, Australia. Tell us what hardrock lithium mining looks like. Just like, what's the process?Thea RiofrancosThe nice thing about this form of mining from a listener's perspective is it's much more like every other form of mining that we're familiar with, right? So we're removing large quantities of hard rock. This is in Western Australia. That's where the lithium assets are there. And then there's a basic level of processing that happens in Australia which separates out what is considered waste rock, right, from where the lithium is in higher concentration. And then pretty immediately, the vast majority, like 95% of still relatively unprocessed lithium is then sent over to China for further processing and refining. And then that enters rather directly into, of course, their battery production.David RobertsAnd then there's the brine technique, which is grosser, I think, fair to say. Maybe just briefly describe what it means to have lithium and brine and what it involves getting it out.Thea RiofrancosI had the opportunity to see some of the brine operations in Nevada. I got a very cool mountain view of them when I was actually looking at the Rylight Ridge Project. And that... if you sort of hike around a bit, you can look at the Silver Peak brine production in Nevada, which is the one lithium mine in the US now in production. So we have brine in the US We also have Brine in Chile and Argentina and elsewhere in the world. So, Chile is a place that I've done a lot of research, but the processes are quite similar in Chile and Argentina, and actually also in Nevada.In fact, the way that brine is removed and evaporated—which I'll get into in a moment—in Chile, was first developed in Nevada and kind of exported to Chile. So there's kind of an interesting whole story of, like, US Chile mining relations in both lithium and copper, where there's been a lot of back and forth knowledge and technical expertise and that sort of thing. So, anyway, in Chile, you have the oldest and driest desert on Earth, in a way that driest place on Earth, except for some subregions of Antarctica. So it's extremely dry. But the oldness is important because there's a huge amount of scientific value in the kind of evolutionary processes and the origins of this desert that are worth thinking about while all this mining is happening and sort of destroying some of those landscapes.So, right now, mining for lithium happens in the Atacama Salt Flat, which is in the Atacama Desert. That really old, dry desert I just mentioned. And the salt flat is enormous. I live in Rhode Island, the state of Rhode Island, which is a very small state, but the Atacama Desert is like two-thirds the size of the state of Rhode Island, right? It's very big, and it is like just breathtakingly beautiful and strange and with a very rich, both natural and indigenous history. And so when you're standing on it, you are in this very unusual landscape that's gray and white and those kinds of shades ringed with these towering Andean mountains.So I don't know if you've been had the privilege of going to the Andes, but these huge...very tall mountains, right, very dramatic, some of them are v…

    Full show notes at the publisher

    Getting electric school buses in the hands of school districts Feb 03, 2023
    Show notes

    How can electric school buses be made accessible and cost-effective? In this episode, Highland Electric Fleets CEO Duncan McIntyre makes the case for why school districts should overcome the challenges to bus electrification, and the ways his company’s subscription model helps them do so.(PDF transcript)(Active transcript)Text transcript:David RobertsOne of my very favorite things in the world to talk about — second perhaps only to electric postal vehicles — is electric school buses. It's difficult to think of a more righteous cause than reducing air and noise pollution in direct proximity to the country's most sensitive lungs and ears.Currently, however, electric school buses still cost two to three times what their diesel competitors cost, which can be daunting for school districts with tight budgets. Electric buses pay themselves off over time through dramatically lower fuel and maintenance costs, but the upfront costs of the transition are steep enough to scare away many administrators.My guest today runs a company called Highland Electric Fleets that is attempting to overcome that challenge by offering a new business model. Rather than purchase and maintain the buses themselves, school districts pay Highland a subscription fee, locked in for a 15-year contract, which covers the buses, a depot, charging infrastructure, scheduling, training, and ongoing maintenance and replacement of buses when required.In addition to a saving most school districts money immediately, the subscription contract derisks the transition to electric buses. That is about the best thing I can think of that someone could be doing these days, so I was eager to talk to Highland CEO Duncan McIntyre about the advantages of electric buses, the challenges school districts face, and the problems solved by the subscription model.Alright, with no further ado, Duncan McIntyre, welcome to Volts. Thank you for coming.Duncan McIntyreDavid, thanks for having me.David RobertsThis is awesome. Volts listeners are so interested in electric school buses, so I just have a gazillion questions, so let's jump right into it. Tell us, what are the advantages or benefits of an electric school bus over the current line of school buses, which as I understand it, are mostly diesel?Duncan McIntyreThat's right, they're mostly diesel. A little over 80% today. But your question is about the advantages of electric. I think the list is long, but I would highlight a few of the big ones. There's a clear benefit in emissions profile just in the health of everyone who's operating or riding a bus. There's no tailpipe at all, and as a result, they're very clean. Another big advantage is they just operate much cheaper. The fuel is a lot less expensive, there are very few moving parts compared to a diesel bus, and as a result, there's no oil changes, there's no exhaust filters. There's lots of things that just aren't on electric buses, and so operating is much less expensive.David RobertsAnd I don't want to get caught up in the whole thing too early, but I'm trying to sort of conceive of the sort of magnitude of the pollution reductions here. Like, have there been measurements or studies about the difference when an electric school bus replaces a diesel bus? Or are we too early to know for sure about that kind of stuff?Duncan McIntyreI think there have been plenty of studies about the health impacts of a diesel bus. And the comparison is simply the health impacts of not having a diesel bus since the electric format has literally no tailpipe and no emissions profile at all. But the health studies have been done by groups like American Lung Association, groups like that, and there's quite a few data points that look at reduction in NOx and particulate matter, specifically on things like pediatric asthma. I would say that's one of the main studies that has taken place, but also tying the emissions associated with the diesel tailpipe to just other general health key indicators.David RobertsYeah, one thing I would toss out too, because people always forget about this, but is noise pollution, which is the research on noise pollution is wild. I don't think people appreciate the effect that has. And all these kids are effectively sitting right next to a jet engine, more or less. It's extremely loud. But the first question that comes up for everybody is they cost more. So what is the current cost differential between an electric school bus and a diesel school bus?Duncan McIntyreThe electric school bus ranges from $275,000 to $375,000, really, depending on the state you're in. And your question is about the differential. It's about $200,000 of differential on average. So it's a $200,000 premium to buy an electric.David RobertsThat's not small. That's two or three x the cost.Duncan McIntyreThat's exactly right. It's not small.David RobertsLet's also talk about some of the other barriers other than cost for a school district looking... if I'm in a school district, I have this wild idea I want to replace all our diesel buses with electric buses. The cost of the buses themselves is not the only barrier or challenge I face. What are the other extra challenges that have to be overcome?Duncan McIntyreThere's a few other buckets. One would be charging infrastructure. You need to establish your depot wherever you operate your buses today as an electrified depot. And that involves installing a whole bunch of new equipment, running an interconnection to bring new power, new electrical service into that depot. I'd say that's one big bucket of sort of a project that's required to get up and running. There's another piece that's all about training. Your workforce needs to be trained. Mechanics need to figure out how to work on these vehicles. Your drivers need to know how to operate them and how to not just operate them, but how to be really comfortable with running them.And then there's an operating cadence of charging them. The fueling activity is a little bit different. And unlike diesel fuel, with electricity, you really want to pick and choose when you charge and how quickly you charge, as it can result in lower or higher costs and more reliability if done right.David RobertsAnd so that'll get into logistics, right? Like routes and the timing of routes and these kind of things?Duncan McIntyreAbsolutely, that's right.David RobertsAnd so these are all fairly substantial challenges. So what is the current market penetration here? What is the base we're starting from? Are electric school buses anywhere, or is it still an extremely marginal sort of market?Duncan McIntyreWe're at an inflection point right now, David. If you'd asked me the question a year ago, I might have said electric buses made up 2% of the new school buses purchased in 2022. But in 2023, our perspective is it'll be closer to 10% of the new school buses purchased, and in 2024 will be 20% to 40% of the new school buses purchased. So it's changing very quickly right now.David RobertsYou think we're on the upswing of that s-curve in adoption?Duncan McIntyreWe are. There's lots of reasons behind that. The federal government, as well as many states have launched programs that are putting a lot of fresh grant capital as well as tax credits.David RobertsIf I'm a school district now, what is the total kind of pool of assistance available to me? I think there's some stuff in IRA. I think there was some stuff in the infrastructure bill. I know there's state stuff. What is the sort of menu of assistance I can find?Duncan McIntyreYeah, it's a tidal wave of assistance, David. It takes a full-time person just to navigate it all. But I would put it into a handful of big categories. One is the Clean School Bus Act, which is part of the infrastructure bill, and that's $5 billion that will roll out over five years.David RobertsAnd are those just grants to buy school buses?Duncan McIntyreEssentially just grants to assist in buying electric school buses. I think the second big category is tax credits in the IRA. And the tax credit is not as big on an individual vehicle basis, but importantly, it can be bundled with other grants and so it provides support. And then many states have their own programs. California has had a program for years that's robust, really a grant program. Colorado has a new grant program. There are funding mechanisms everywhere from New York to Maryland to Virginia. And in many states, the totality of bundling a state program with a federal grant program and a tax credit actually make an electric school bus much less expensive than buying a new diesel, so there's a real cost advantage in some parts of the US today.David RobertsGot it. So we're not just talking assistance. We're talking sufficient assistance at this point.Duncan McIntyreMore than sufficient assistance, we would argue.David RobertsRight. Okay, so we've got a school district that has a dream of switching out fleets, but it is daunted by the individual cost differential of the buses. It is daunted by this notion of infrastructure and how to build it and where to build it and how to run it. It's daunted by, basically, being busy and not knowing... not having time to study how to switch sort of the logistics of the fleet and the dispatching everything. So into this environment comes Highland. What is your business model? How are you trying to address those barriers?Duncan McIntyreYou've laid out the barriers quite well. The Highland business model is the finance engine behind driving the electric school bus movement. What we found is that while capital, upfront capital is a huge barrier, accessing the grants can help bridge that gap. But it's complex. And on top of that, if you've got the grant money, it's still very difficult to figure out how to design the equipment, build it on time, build it reliably, and then ensure that you can operate, reliably and within your budget. And so, our business model is truly the finance engine. We pay for everything that's not grant-funded from vehicles to equipment, and then we commit to operate that equipment and really support our customers—support the schools—by promising their fleet of electric buses will be fully fueled every morning for 15 years.David Roberts15 years. So just to make sure I have this right, the school district pays basically a subscription fee to you, to Highland, and Highland buys the buses, builds the chargers, builds the depot and trains staff, and then maintains, but does everything else, maintains the vehicles, repairs the vehicles if they needed or replaces them. Everything else, Highland does. So the only thing that the school district is on the hook for is a subscription fee, is that right?Duncan McIntyreFrom a financial standpoint, that is exactly right. And from a practical standpoint, you're spot on. The only nuance would be vehicles are often maintained by the district's mechanics. So we will train them and then we will pay for the maintenance. So the staff that's on the ground today is typically very well-suited to actually do the repair work, and they're eager to get the training and be part of this new industry.David RobertsSo financially, the school district can be confident that the subscription payment is the totality. There's not other things that they haven't thought of. They're going to come and post costs on them.Duncan McIntyreThat's exactly right, yeah. The school district knows it's predictable and reliable that our subscription fee is on par or less than what they spend to put a diesel fleet on the road.David RobertsI'd like to get into a little bit of detail about that. So it seems like just financially, just comparing the cost is complicated. So I assume you've done this math and you've worked through this with some school districts. So what is the kind of cost of a subscription? And how does that compare to... if I'm a school district with a fleet of diesel school buses, the cost of switching the buses, building the infrastructure, training, maintenance, et cetera, et cetera, how does the total cost shake out?Duncan McIntyreYeah, that really is one of the key drivers behind this industry.David RobertsI'm sure it's everyone's first question when you approach them.Duncan McIntyreTotally. And in terms of your listeners, David, I would imagine solar is a good analogy. The reasons why companies like Sunrun have done so well is because the average homeowner doesn't necessarily know that if they spend $25,000 on solar equipment, they don't know what they're going to get in return. And so a developer can take on the risks, place the capital, build the equipment and promise that the equipment will work. And the result is the homeowner pays ten cents a kilowatt hour and they know that's cheaper than the utility. We sort of do the same thing. We know what the capital costs are going to stack up to be on any given project. And they differ depending on the state that we're in. Illinois is different from Maryland.David RobertsWell, size of the school district, too. I mean, presumably these bus fleets range quite widely in size and scope, like geographical scope.Duncan McIntyreAbsolutely, that's right. But we know what the cost is to build and then we have our own perspective on what the ongoing operating costs will be. Electricity to fill the buses every night, the software we need to run it, all the costs. And then the third big piece is we know what the grants look like and we need to organize our deployments so that upfront costs and downstream costs match up and that can result in a very affordable rate that the school district can pay us under our subscription. But embedded in that is the risk that the equipment will perform and the risk of commodity prices.David RobertsRight.Duncan McIntyreAnd the risk of keeping the fleet maintained and running. And so it lends itself very well to a business like Highland where we have the scale to bring specialized teams to do all those things really well and deliver it as a bundle.David RobertsRight. So presumably the total cost of owning and maintaining the fleet for you is going to be somewhat lower than it would be for the school district just because you have the procedures and the staff and the expertise and the relationships with vendors, et cetera, et cetera.Duncan McIntyreThat's exactly right. There's economies of scale around every corner, and we're the largest buyer of electric school buses in the country today. We've got more of them on the road than anyone else. And as a result, we have scale in our operations that others don't have.David RobertsAnd so this subscription fee is locked in place for 15 years?Duncan McIntyreThat's correct.David RobertsThat's part of the guarantee. Like, you will pay X amount each year for 15 years no matter what happens to the cost of electricity or more supply chain problems or whatever else.Duncan McIntyreThat's exactly right. And it's more like per mile, $2.50 a mile might be a contract we would sign, and we know they're going to be driving that bus about 10,000 miles a year, but it could be a little more. It could be a little less.David RobertsRight. So a lot of risk you're taking on a lot of risk cost. So can you guarantee—I'm sure you don't want to guarantee because there are lots of different kinds of fleets and a lot of different kinds of places. But, can you come close to guaranteeing a given school district that the subscription fee they would pay you is lower total cost than going electric on their own? Is that some…

    Full show notes at the publisher

    What's the deal with electrolyzers? Feb 01, 2023
    Show notes

    In this episode, Raffi Garabedian, CEO of startup Electric Hydrogen, discusses all things electrolyzer, the current hydrogen market, and the future risks and opportunities for green hydrogen. (PDF transcript)(Active transcript)Text transcript:David RobertsVolts subscribers are likely well aware of the fact that a fully decarbonized energy system is going to require an enormous amount of hydrogen to fill in the gaps left by wind and solar. What's more, they are probably aware that hydrogen comes in a dazzling variety of colors, from blue to gray to brown, depending on the carbon intensity of the production.In the end, though, only one such color matters: green. That is to say, a fully decarbonized energy system is going to require lots and lots of hydrogen made with renewable energy, with no carbon emissions. The way to do that is to run water and electrical current through an electrolyzer, which splits the hydrogen off from the oxygen.Currently, about 95 percent of the world's hydrogen is made using fossil fuels. Green hydrogen — hydrogen made with renewable energy and electrolyzers — comprises only a sliver of the remaining 5 percent. Yet it’s going to have to scale up to 100 percent in the next several decades, even as demand for hydrogen rises.This is all a familiar story, at least to energy nerds. But if you're anything like me, the more you think about it, the more you realize that, despite the key role they play in that story, you don't actually know very much about electrolyzers themselves. What are they, exactly? What do they look like? How can they be improved? What policy is supporting them?To talk through these questions, I contacted Raffi Garabedian, the CEO of Electric Hydrogen, a startup that has set out to rapidly drive down the cost of green hydrogen. Garabedian, who was previously chief technology officer at First Solar, believes that the market for green hydrogen today is roughly where the solar market was in 2008, with all the attendant risks and opportunities.Garabedian (quite patiently) walked me through the basics of electrolyzers, the current state of the market and the technology, the kind of cost improvements he believes are possible within the next five years, the increasingly supportive policy environment, and the future of green hydrogen.With no further ado, Raffi Garabedian, welcome to Volts. Thank you so much for coming.Raffi GarabedianIt's great to be here, David.David RobertsI'm excited to talk today about electrolyzers because I think I am, and I think probably most of my listeners are already convinced that hydrogen is going to play an important role in a decarbonized electricity system. I think we can just assume that. And I already think, and I think my listeners probably already know this too, that in a true decarbonized system, it's going to have to be so called "green hydrogen," hydrogen made without greenhouse gases. I know there are 50 other colors made from different other things with varying levels of greenhouse gas production. But, I think—and obviously you think, since you've predicated your business on it—that we got to make green hydrogen work.And green hydrogen is hydrogen made with renewable electricity and electrolyzers. So, we know all that. But I find that when I think about the technologies involved, I have a pretty good understanding of all the pieces of that puzzle, except for electrolyzers. They're just kind of this thing that plugs into a certain spot in the diagram. But I find that when I actually focus in on it and think about it, I turn out to know very little about electrolyzers. So I'm very excited to have you on the pod today because I suspect I'm not the only one who has that sort of gap in my knowledge. So maybe we can just start with: what is an electrolyzer?Raffi GarabedianYeah, let's start there. Let's first start by just exploring and defining the problem that we're trying to solve, right? So we're trying to make hydrogen, which is both a feedstock and a fuel, and we're trying to make it using renewable energy. So how does that work? Well, it all starts with the water molecule. So everybody knows water is... what's the chemical formula for water? It's H2O. So think of that as oxidized hydrogen. Hydrogen, the word, actually is derived from hydro: water, gen: produces. So when you burn hydrogen yeah, interesting, right? When you burn hydrogen, you get water as a result.So burning is oxidation. So what an electrolyzer does is the opposite of that. It's the reverse of oxidation, which is called reduction. But it does so electrochemically. Now, what does that mean? Electrochemistry is a whole field of science and technology that involves the interaction between chemical reactions and electricity. And generally the kinds of electrochemical systems that are used in industry involve things like membranes and electrodes. But the function of these devices is to drive some sort of a chemical reaction that requires energy towards a desired end state. Now, in this case, what we're trying to do is drive water, which is burned hydrogen, oxidized hydrogen, back to its original state, right back to hydrogen's original state, which is H2, which is just the diatom of the element hydrogen.David RobertsYou're unoxidizing it.Raffi GarabedianYeah, you're unoxidizing it and and to do—you're unburning it. And to do so requires a tremendous amount of energy. That's because the reaction of hydrogen plus oxygen equals water, releases a lot of energy in the first place. It's, as they say, energetically downhill. So to go the other direction, we have to pump a lot of energy into it. Now, that's the good news. It's not bad news in this case. The good news is: we are able to store a lot of electrical energy as chemical potential energy in the form of hydrogen. And then we're able to extract that either as heat by literally burning it like you would any other fuel or through other mechanisms. For example, you can run hydrogen through a fuel cell and you can get electricity back out again round trip, just like a battery.David RobertsSo all that energy you're using to break up the water is effectively stored in the hydrogen, and you're getting all that energy back out when you...Raffi GarabedianYou got it. I've heard people say, "Oh, well, electrolysis is bad because it's so energy hungry." Well, that's exactly the point. It's energy hungry because you're trying to convert, transform that electrical energy from electrical potential into chemical potential, right? That's what an electrolyzer does. So an electrolyzer is the machine that does that, and it's generally got a bunch of parts to it. The heart of the machine is this thing called an electrochemical stack, typically. And that's a bunch of plates, layers of plates, and they're literally stacked on top of each other, which is why we use that term in the art.But you flow water through this thing, you pass electricity through it, and what comes out is oxygen on one side in one pipe and hydrogen on the other side in another pipe. It's got an anode and a cathode. And that's where you get the two gases are produced on either side of that cell. Now there's a bunch more to it. There's a power converter that delivers the electric power to the device and controls it. And then there's a bunch of piping, plumbing, valves, control systems, gas, water, separators, whole bunch of things wrapped around it, which we usually call like the balance of plant. Electrolyzers, historically... they've been around for a long time.David RobertsThe metal that the plates are made of is something reactive, right? Such that when you introduce electrical current to it and water to it, it causes the chemical reaction in question, like what do we have other than water and electricity?Raffi GarabedianRight. There are different technologies for electrolysis, but they all involve a thing called a catalystDavid RobertsRight.Raffi GarabedianAnd a catalyst is typically, in these cases, metals or metal oxides, which, well, like the word implies, catalyze the reaction. So they sit there, they don't get consumed, but they play a critical role in facilitating the reaction to occur. You can make water break into hydrogen and oxygen without a catalyst. Some of your listeners might remember high school chemistry class, right? You have like a little beaker of water. You put some stuff in the water to make it conduct electricity. You put two wires in it, connect it to a battery, and you see bubbles. Well, bubbles on one wire, oxygen. The other wire is hydrogen. And you can collect those gases. But that's a very inefficient way to electrolyze water. To electrolyze water efficiently, you need a very special kind of a catalyst. So those are the metals you're referring to. So they sit there, they're part of the construction of the device. They don't get consumed in the process, but they play a critical role in the process.David RobertsRight, so the catalyst is the same, whatever, after a year of production as it was at the beginning. This is not something that is breaking apart in any way or declining in any way.Raffi GarabedianWell, ideally, that's the case. Now, with any practical device, there are breakdown mechanisms, degradations, all sorts of practical things we technologists and scientists think about. And nothing works forever. Everything in the world breaks down. But, yeah, the first order, what you said is generally true. They're participants in the reaction, but they're not consumed in the process.David RobertsOkay, so you got these basic parts. What is the scale of this thing? Like, what is the smallest electrolyzer you could build? Or the biggest one? Or what is the typical one look like? Is it bigger than a breadbox? Like, what am I looking at if I'm looking at an electrolyzer?Raffi GarabedianYeah, let's go back in history a little bit, okay? So I think... forgive me, my dates are probably off a little bit, but I think the first electrolyzers were built in Norway, I believe. And they were built to utilize hydroelectricity to make hydrogen. And those were built using a technology called alkaline electrolysis, where caustic soda, or lye, is used as the working fluid, which is water-based. It's an aqueous solution. And those units are extremely physically large. Think of an object the size of a school bus, and they operate at pretty low power levels for their physical size.Think about something on the order of hundreds of kilowatts to a megawatt kind of scale for an object the size of a school bus. On the other extreme is this more advanced, I would say, technology called proton exchange membrane electrolysis. And that was invented... gee, I don't know the exact inventor, but I think it might have been Westinghouse back in the... fifties? And it was invented to make oxygen, interestingly, for submarines, for nuclear power subs. So these were relatively small devices operating in the kilowatts to 100 kilowatt regime, literally platinum- and gold-plated, super expensive things. They made it from submarines to the International Space Station to spaceflight again for oxygen.David RobertsAnd this is more like breadbox size.Raffi GarabedianYeah, that's right. But they've been adapted and have been scaled up over the years for the production of hydrogen. They typically go from, again, from that small scale breadbox scale to objects the size of a small refrigerator, shall we say, that could be as big as a megawatt in power capacity. So electrolyzers these days, the largest electrochemical stacks you can get are on that order, about a megawatt. They're physically very different in size depending on the technology.David RobertsSo it's not crazy to think that electrolyzers could be used in places where they need to sort of tuck into a relatively small space. Like, they vary widely in size. They could be made custom-sized for custom tasks.Raffi GarabedianYeah, they've been used industrially for years. They've been used in laboratory settings for years and years. They've been used for on-site production of extremely high purity hydrogen for things like semiconductor applications, for metal processing applications, whatnot. There's kind of a history of using these devices, but generally at relatively small scales. Now, when we think about the energy transition, which is the topic of your podcast and certainly my topic of interest, we are starting to now speak about a much, much different regime of scale.David RobertsRight. So this leads to my next question, which is: currently, I think it's 5%, something like that, of the world's hydrogen is made with electrolyzers. 95% still comes basically from fossil fuels. So those of us who are interested in decarbonization are expecting or asking this technology to scale up super big, super rapidly, relatively speaking, like this is like we're knocking on the door like, "Hey, can you like 2000 x in the next decade or whatever." So my question is just about... is the technology itself ready to scale up that big? Is it mature in the sense that efficiencies have been wrung out? Like we have it down as well as we can? Or do you feel like there's basic tech work to be done before we're prepared for that sort of explosion?Raffi GarabedianThat is a great question and a great framing of it. There's all sorts of really interesting technology in the laboratory today that promises to ultimately allow electrolysis to expand up in scale and down in cost. But, our problem is clear and present and urgent and so waiting for technology to emerge from the lab, which can take a decade or more because most of these devices are...first of all, electric chemistry is notoriously difficult to transition from the laboratory to reality.David RobertsWhen you say in lab, do you mean something fundamentally than what you described to me, the proton exchange membrane? You mean like fundamentally different kinds of electronics?Raffi GarabedianThat's right. There are different chemical cycles that people are experimenting with, different membranes, new catalysts, all sorts of really great science.David RobertsThere was something biological...capillary?Raffi GarabedianAll sorts of stuff.David RobertsWe can table that. Maybe we could mention that later.Raffi GarabedianYeah, all sorts of stuff that's out there. Electric Hydrogen, my company, we of course are aware of all of these kind of more advanced scientific developments. We've chosen a very different path because of the time horizon of the industry. So we are clearly focused on largescale decarbonization and both the market fundamentals, the secular trends and the policy frameworks are now in place to facilitate this industry to expand and become meaningful in the next five years. And that time horizon doesn't really support basic new technology development. And so we have opted to take a very well-developed mature technology, proton exchange membrane electrolysis, and adapted to our new needs.Now, that is done through some very core technical innovations. But the fundamental outcome of those innovations is to dramatically increase the productivity of that physical object. So that refrigerator-sized electrochemical stack we're talking about? Think about a five times increase in both the amount of power that we can run through it and the amount of hydrogen we can get out of it. The same physical-sized object. Now we can talk a little bit about how that's done. I'll be cagey about how we do it.David RobertsYes, this is exactly my set of questions right here. I figured you would be a…

    Full show notes at the publisher

    On the abuse (and proper use) of climate models Jan 27, 2023
    Show notes

    British researcher Erica Thompson’s recently published book is a thorough critique of the world of mathematical modeling. In this episode, she discusses the limitations of models, the role of human judgment, and how climate modeling could be improved.(PDF transcript)(Active transcript)Text transcript:David RobertsEveryone who's followed climate change for any length of time is familiar with the central role that complex mathematical models play in climate science and politics. Models give us predictions about how much the Earth's atmosphere will warm and how much it will cost to prevent or adapt to that warming.British researcher Erica Thompson has been thinking about the uses and misuse of mathematical modeling for years, and she has just come out with an absorbing and thought-provoking new book on the subject called Escape from Model Land: How Mathematical Models Can Lead Us Astray and What We Can Do About It.More than anything, it is an extended plea for epistemological humility — a proper appreciation of the intrinsic limitations of modeling, the deep uncertainties that can never be eliminated, and the ineradicable role of human judgment in interpreting model results and applying them to the real world.As Volts listeners know, my favorite kind of book takes a set of my vague intuitions and theories and lays them out in a cogent, well-researched argument. One does love having one's priors confirmed! I wrote critiques of climate modeling at Vox and even way back at Grist — it's been a persistent interest of mine — but Thompson's book lays out a full, rich account of what models can and can't help us do, and how we can put them to better use.I was thrilled to talk with her about some of her critiques of models and how they apply to climate modeling, among many other things. This is a long one! But a good one, I think. Settle in.Alright, then, with no further ado, Erica Thompson, welcome to Volts. Thank you so much for coming.Erica ThompsonHi. Great to be here.David RobertsI loved your book, and I'm so glad you wrote it. I just want to start there.Erica ThompsonThat's great. Thank you. Good to hear.David RobertsWay, way back in the Mesozoic era, when I was a young writer at a tiny little publication called Grist—this would have been like 2005, I think—one of the first things I wrote that really kind of blew up and became popular was, bizarrely, a long piece about discount rates and their role in climate models. And the whole point of that post was, this is clearly a dispute over values. This is an ethical dispute that is happening under cover of science. And if we're going to have these ethical judgments so influential in our world, we should drag them out into the light and have those disputes in public with some democratic input.And for whatever reason, people love that post. I still hear about that post to this day. So, all of which is just to say, I have a long-standing interest in this and models and how we use them, and I think there's more public interest in this than you might think. So, that's all preface. I'm not here to do a soliloquy about how much I loved your book. Let's start with just briefly about your background. Were you in another field and kept running across models and then started thinking about how they work? Or were you always intending to study models directly? How did you end up here?Erica ThompsonYeah, okay. So, I mean, my background is maths and physics. And after studying that at university, I went to do a PhD, and that was in climate change physics. So climate science about North Atlantic storms. And the first thing I did—as you do—was a literature review about what would happen to North Atlantic storms given climate change, more CO2 in the atmosphere. And so you look at models for that. And so, I started looking at the models, and I looked at them, and this was sort of 10-15 years ago now—and certainly there's more consensus now—but at that time, it was really the case that you could find models doing almost anything with North American storms.You could find one saying... the storm tracks would move north, they'd move south, they'd get stronger, they'd get weaker, they'd be more intense storms, less intense storms. And they didn't even agree within their own aerobars. And that was what really stuck out to me, was that, actually, because these distributions weren't even overlapping, it wasn't telling me very much at all about North Atlantic storms, but it was telling me a great deal about models and the way that we use models. And so I got really interested in how we make inferences from models. How do we construct ranges and uncertainty ranges from model output? What should we do with it? What does it even mean? And then I've kind of gone from there into looking at models in a series of other contexts. And the book sort of brings together those thoughts into what I hope is a more cohesive argument about the use of models.David RobertsYeah, it's a real rabbit hole. It goes deep. The book is focusing specifically on mathematical models, these sort of complex models that you see today in the financial system and the climate system. But the term "model" itself, let's just start with that because I'm not sure everybody's clear on just what that means. And you have a very sort of capacious definition.Erica ThompsonI do, yeah.David Roberts...of what a model is. So just maybe let's start there.Erica ThompsonYeah. So, I mean, I suppose the models that I'm talking about mostly, when I'm talking in the book, is about complex models where we're trying to predict something that's going to happen in the future. So whether that's climate models, weather models—the weather forecast is a good example—economic forecasts, business forecasting, pandemic and public health forecasting are ones that we've all been gruesomely familiar with over the last few years. So those are kind of the one end of a spectrum of models, and they are the sort of big, complex, beast-end of the spectrum. But I also include, in my idea of models, I would include much simpler ones, kind of an Excel spreadsheet or even just a few equations written down on a piece of paper where you say, "I'm trying to sort of describe the universe in some way by making this model and writing this down."But also I would go further than that, and I would say that any representation is a model insofar as it goes. And so that could include a map or a photograph or a piece of fiction—even if we go a bit more speculative—fiction or descriptions. These are models as metaphors. We're making a metaphor in order to understand a situation. And so while the sort of mathematical end of my argument is directed more at the big, complex models, the conceptual side of the argument, I think, applies all the way along.David RobertsRight, and you could say—in regard to mathematical models—some of the points you make are you can't gather all the data. You have to make decisions about which data are important, which to prioritize. So the model is necessarily a simplified form of reality. I mean, you could say the same thing about sort of the human senses and human cognitive machinery, right? Like, we're surrounded by data. We're constantly filtering and doing that based on models. So you really could say it's models all the way down.Erica ThompsonYes.David RobertsWhich I'm going to return to later. But I just wanted to lay that foundation.So in terms of these big mathematical models, I think one good distinction to start with—because you come back to it over and over throughout the book—is this distinction between uncertainty within the model. So a model says this outcome is 60% likely, right? So there's like a certain degree of uncertainty about the claims in the model itself. And then there's uncertainty, sort of extrinsic to the model, about the model itself, whether the model itself is structured so as to do what you want it to do, right? Whether the model is getting at what you want to get at.And those two kinds of uncertainty map somehow onto the terms "risk" and "uncertainty."Erica ThompsonSomehow, yes.David RobertsI'm not totally sure I followed that. So maybe just talk about those two different kinds of risks and how they get talked about.Erica ThompsonSo I could start with "risk" and "uncertainty" because the easiest way to sort of dispatch that one is to say that people use these terms completely inconsistently. And you can find in economics and physics, "risk" and "uncertainty" are used effectively in completely the opposite meaning.David RobertsOh, great.Erica ThompsonBut generally one meaning of these two terms is to talk about "uncertainty," which is, in principle, quantifiable, and the other one is "uncertainty," which perhaps isn't quantifiable. And so in my terms, in terms of the book, so I sort of conceptualize this idea of "model land" as being where we are when we are sort of inside the model, when all of the assumptions work, everything is kind of neat and tidy.You've made your assumptions and that's where you are. And you just run your model and you get an answer. And so within "model land," there are some kind of uncertainties that we can quantify. We can take different initial conditions and we can run them, or we can sort of squash the model in different directions and run it multiple times and get different answers and different ranges and maybe draw probability distributions.But actually, nobody makes a model for the sake of understanding "model land." What we want to do is to inform decision making in the real world. And so, what I'm really interested in is how you take your information from a model and use it to make a statement about the real world. And that turns out to be incredibly difficult and actually much more conceptually difficult than maybe you might first assume. So you could start with data and you could say, "Well, if I have lots of previous data, then I can build up a statistical picture of how good this model is," whether it's going to be any good.And so you might think of the models and the equations that sent astronauts to the moon and back. Those were incredibly good and incredibly successful. And many models are incredibly successful. They underpin the modern world. But these are essentially what I call "interpolatory models." They're basically...they're trying to do something where we have got lots of data and we expect that the data that we have are directly relevant for understanding whether the predictions in the future are going to be any good.David RobertsRight.Erica ThompsonWhereas when you come to something like climate change, for example, or you come to any kind of forecasting of a social system, you know that the underlying conditions are changing, the people are changing, the politics are changing, even with the physics of the climate, the underlying physical laws, we hope, are staying the same. But the relationships that existed and that were calibrated when the Arctic was full of sea ice, for example, what do we have to go on to decide that they're going to be relevant when the Arctic is not full of sea ice anymore? And so we rely much more on expert judgment. And at that point, then you get into a whole rabbit hole of, well, what do we mean by expert judgment?And maybe we'll come on to some of these themes later in the discussion, but these ideas of trust. So how are we going to assess that uncertainty and make that leap from model land back into the real world? It becomes really interesting and really difficult and also really socially, sort of, dependent on the modeler and the society that the model is in.David RobertsRight, it's fraught at every level. And one of the things that I really got from your book is that it's really, really far from straightforward to judge a model's quality. Like, you talk about... what is the term, a horse model? Based on the guy who used to make hand gestures at the horse, and the horse looked like it was doing addition, looks like it was doing math, but it turns out the horse was doing something else entirely. And so it only worked in that particular situation. If you took the horse out of that situation, it would no longer be doing math.Erica ThompsonAnd I think what's interesting is that the handler wouldn't even have realized that. That it wasn't a deliberate attempt to deceive, it was the horse sort of picking up subconsciously or subliminally on the movement and the body language of the handler to get the right answer.David RobertsRight. Well, this is for listeners, this is kind of a show that this guy used to do. He would give his horse arithmetic problems and the horse would tap its foot and get the arithmetic right and everybody was amazed. And so your point is just you can have a model that looks like it's doing what you want it to do, looks like it's predictive, in the face of a particular data set, but you don't know a priori whether it will perform equally well if you bring in other data sets or emphasize other data sets or find new data. So even past performance is not any kind of guarantee, right?Erica ThompsonYeah. And so it's this idea of whether we're getting the right answer for the right reasons or the right answer for the wrong reasons. And then that intersects with all sorts of debates in AI and machine learning about explainability and whether we need to know what it's doing in order to be sure that it's getting the right answer for the right reasons or whether it doesn't actually matter. And performance is the only thing that matters.David RobertsSo let's talk then about judging what's a good and bad model, because another good point you make, or I think you borrow, is that the only way to judge a model, basically, is relative to a purpose. Whether it is adequate to the purpose we're putting it to, there's no amount of sort of cleanliness of data or like cleverness of rules. Like nothing in the model itself is going to tell you whether the model is good. It's only judging a model relative to what you want to do with it. So say a little bit about the notion of adequacy to purpose.Erica ThompsonYeah. So this idea of adequacy for purpose is one that's really stressed by a philosopher called Wendy Parker, who's been working a great deal with climate models. And so, I guess, the thing is that what metric are you going to use to decide whether your model is any good? There is no one metric that will tell you whether this is a good model or a bad model. Because as soon as you introduce a metric, you're saying what it has to be good at.I can take a photograph of somebody. Is it a good model of them? Well, it's great if you want to know what they look like, but it's not very good if you want to know what their political opinions are or what they had for dinner. And other models in exactly the same way. They are designed to do certain things. And they will represent some elements of a system or a situation well, and they might represent other elements of that situation badly or not at all. And not at all doesn't really matter because it's something that you can't sort of imagine it in. But if it represents it badly, then it may just be that it's been calibrated to do something else. So the purpose matters.And when you have a gigantic model, which might be put to all manner of different purposes. So a climate model, for example, could be used by any number of different kinds of decision makers.…

    Full show notes at the publisher

    Fine, we're doing gas stoves Jan 25, 2023
    Show notes

    In this episode, climate communications expert Sage Welch gives scientific and social context to the politicized brouhaha around gas stoves.(PDF transcript)(Active transcript)Text transcript:David RobertsEarlier this month, gas stoves exploded into the news. Overnight, everyone had an opinion and Republican Congresspeople were threatening violence if jackbooted government thugs arrived to confiscate their stoves.A great deal of this gas stove discourse has been lamentably stupid, and some of it has been educational, but on all sides, there's just been a lot of it, so I thought it was worth doing a podcast trying to tease out the facts.To help with that I contacted the Sage Welch of Sunstone Strategies, a climate communications firm that's been supporting electrification policies since 2018. Welch has spent years tracking the science (which has been accumulating for decades), public opinion, and regulatory action on gas stoves. Together, we dig into how this controversy arose, the science informing it, how the politics are shaping up, and what it portends for the future of decarbonization.Alright, here we go. Without any further ado, Sage Welch, welcome to Volts. Thank you so much for coming.Sage WelchThank you for having me.David RobertsSo we're going to do this, we're going to get into stoves. Those of us who have been following decarbonisation and electrification have known about this for a while and probably have been cooking with induction for a while, but Lordy, did it bust into the popular consciousness in the past week or two and just cause a frenzy of nonsense. So, we're going to try to walk through the whole thing here, the background, the science, what's ahead. We're going to try to get it all, God help us. Alright, so, Sage, first of all, why now? What happened? Why is everybody talking about gas stoves now?Sage WelchYeah. So the roots of the past couple weeks debate is the result of three different things that happened in December. So, in December, the Public Interest Research Group held a webinar. The webinar was to launch a report that they had done with the Sierra Club based on a ten state survey of what information, if any, gas stove shoppers were receiving at point of sale from the nation's three largest retailers of stoves about the health risks and how folks can protect themselves, et cetera. And the answer to that was like, not very much information at all.David RobertsYeah, I'm guessing none is approximately none.Sage WelchNone and a lot of disinformation. Don't worry about ventilation. And many folks just hadn't heard of it. And to be fair, the retailers haven't been able to train their sales associates and staff. This just hasn't been on the radar. But they thought it was important to take a look and just see does anyone even get any inkling of this information when they're shopping? And so Richard Trumka, Jr., who is a consumer product safety commissioner, joined that webinar and he used that time to announce that the CPSC would be opening an RFI, a request for information on gas stove pollution in 2023.And he used pretty strong language. He said we need to be talking about regulating gas stoves, whether that's drastically improving emissions or banning gas stoves entirely. And this is pretty surprising, even to health and consumer advocates who've been urging CPSC to investigate this in recent years, but also going back 40 years.David RobertsSounds like it was pretty surprising to his own agency and to his bosses. Sounds like it was pretty surprising to everyone.Sage WelchThe world was not ready for Trumka Jr. to make this statement.David RobertsDo you know why? I mean, is he just the kind of guy who gets excited and gets out over his skis? Do you hear any hint of deliberate twelve-dimensional chess here? Or is this just Trumka getting too excited?Sage WelchI mean, it was a PERG webinar, so I'm not sure that, like, there was a lot of chess playing going on.David RobertsThat's a lot of dimensions of chess if you're starting there.Sage WelchThe sense I get about his position on this, and again at the CPSC level and we'll get to this, this issue is like, not new. But the sense I get is that he just takes his role and the role of the commission quite seriously as far as duty to protect consumers. And this question about whether gas stoves are safe or can be made safe has been hanging around for a while. But when he says banning gas stoves, I think maybe what he is getting at is like, he made these follow up remarks to Bloomberg a month later on products that can't be made safe can be banned. And I think, again, what he's getting at is just like, there is a duty at the commission to ensure safety of products. And as we'll jump into, there is what EPA and many others deem a safe level of NO2 pollution. And jury's still out on whether gas stoves are safe in that regard.David RobertsOr can be made safe in that regard.Sage WelchAnd can be made safe, exactly.David RobertsOkay, so Trumka says this on the webinar and then it didn't blow up immediately, right?Sage WelchIt didn't. Some folks actually did cover this. So the Hill Chicago Tribune actually kind of technically broke this story, but it doesn't blow up immediately. And then the following week, I think just somewhat coincidentally, Senator Cory Booker's office released a letter from 18 members of Congress calling on the CPSC to investigate gas stoves, calling out the health harms. And again, not the first time that a congressional body or a subcommittee has made this recommendation. And actually the Senate committee escapes me, but the head of a Senate committee also made this recommendation last August as well. So this is something that's been brewing in Congress in recent months and years. And then that happens and there's a little bit of coverage.But then in late December, a new study was published in a prominent medical journal from researchers at RMI Albert Einstein College of Medicine and the University of Sydney. And this study found that 12.7% of childhood asthma cases in the US are attributable to gas stove use. And that in some states, like Illinois, New York, California, where there's really high rates of gas cooking, that number is actually much higher. In Illinois and California, it's over 20%. So that study was fairly shocking, although it's based on statistics that have been around for quite a while that find that kids living in homes with gas stoves have a pretty substantial increased risk of developing asthma symptoms.David RobertsRight. Maybe we can touch on this again later, but just to be clear, this new asthma study was not a direct...it's just sort of a regression run on existing data from this 2014 study.Sage WelchYeah, this 2013 meta analysis. And actually, they only focused in this study on risk factors that had been established through North American peer-reviewed published data. But it is basically like a math problem. We know that this percentage that living with a gas stove can increase risk of developing asthma symptoms. And, therefore, when we look at the number of kids with asthma living in homes with gas stoves, it's called like a population attributable factor.David RobertsYeah. Right. The point being, it's not new. It's just that information was sitting there in that meta analysis basically has...Sage WelchExactly. It just helped them put a fine point on the number of cases that could be linked.David RobertsAnd so those three happened, and then the Bloomberg story followed up on that.Sage WelchYeah. So Bloomberg reporter Ari Natter was covering that report and then also thought to go ahead and do an interview with Trumka just based on those statements made in the webinar earlier. And so Trumka, in that interview, now utters what I feel like is just kind of this infamous statement that "Gas stoves are a hidden hazard. Any option is on the table, and products that can't be made safe can be banned," which is true. And so the Bloomberg piece publishes on Monday morning, and it just goes viral. Like, within 12 hours, everyone starts covering this potential ban. I think the language of the headline made it feel like this was far more imminent.David RobertsYes, I think he knew what he was doing here. So, just to be clear about what Trumka is talking about—not that the truth of what Trumka was talking about matters at all in this hysteria—but at best, he's talking about launching a process that will investigate things, that will go through rounds of whatever, that may someday result in gas stoves being banned from new construction. That is the worst possible—I mean, if you're scared of this—that's the worst possible outcome here. No one at any point was talking about going into existing homes and ripping out people's stoves. Let's just get that out there.Sage WelchNo, but the imagery is compelling.David RobertsThe jackboots.Sage WelchYeah. So for whatever reason, and obviously they'll find anything they can I think, but the right-wing echo chamber just goes, like, totally ballistic trying to paint this picture of a full-blown midnight raids of, like, dark Brandon invading with a crowbar, just like, pipes and all that...David RobertsWell, there's no mystery why they do that. They did the same thing with beef around Green New Deal or whatever. They know that this triggers all the right kind of resentment.Sage WelchYes.David RobertsOkay, so these three things happen and then Trumka follows up these three things with the big old bandword and then this all explodes. Suddenly everyone's talking about it. This is one of these funny experiences that people have in our world where we've been talking about this forever. It's just fascinating, sociologically fascinating to watch the vast bulk of people who just have never thought about this at all, right. This is the first they're hearing of anything about it at all. So it's interesting to watch people sort of like untutored, spontaneous reactions to this.Sage WelchTotally. I mean, this is, I just think, the best thing ever. I'm loving every second of it. A, because we've been working to create awareness about the health harms of gas stoves for a long time. But also, and we can get into this, I think Republicans think they've touched on this major kitchen table issue. But I think this is a really shining and striking moment for the climate movement and becoming relevant is not a bad thing.David RobertsYes, we'll discuss the politics later. I think they're less straightforward than people think. And I think you're right. But first, so this is why it's on everybody's mind now, insofar as we can do so in a reasonable amount of time. Let's talk about the science. Everybody's arguing about the science now. What do we know and how long have we known it? Give us sort of like a capsule history of the science.Sage WelchSo when you cook with methane gas, you're combusting a fossil fuel, much like you do in your car, but you're doing it in your home, and the pollution that's created goes directly into your kitchen and kind of just like, straight into your face. And ventilation can help disperse some of those pollutants. Ventilation is super important, especially if that ventilation is going outside. Unfortunately, a lot of ventilation circulates straight back to you and/or no one uses it, and/or you may not have a range hood, but we've actually seen ventilation not be super effective at dispersing nitrogen dioxide pollution. And that's the pollutant that we're really concerned about when it comes to the health impacts of cooking and of combusting the gas.David RobertsWell—what about I'm going to jump in with naive questions here.Sage WelchSure.David RobertsOne thing I hear a lot is that one class of pollutants produced by cooking is just from cooking the food, charring the food itself, which is going to be produced by any cooking.Sage WelchTotally.David RobertsAny type of cooking. So what are the percentages here? If I'm worried about those pollutants? Are those the main ones or is NO2 the main one? Where do they all kind of fall out?Sage WelchOkay, so when you cook, that process itself does produce particulate matter like PM2.5, right. There is research that shows that gas cooking produces like 50% more PM2.5. Or homes that are cooking with gas does produce a bit more of that particulate matter. And again, we'll talk more about this, but the gas industry is really seized on this idea that all cooking creates pollution. And it's absolutely true. Even electric stoves. It's a good idea to try and fan some of this particulate matter away from you and out the window.David RobertsYes, ventilation is important in all cooking. Let's just put a stake in that.Sage WelchBut then the conversation that we're having in regards to asthma and lung irritants, specifically, we really do need to zero in on nitrogen dioxide and NO2, because NO2 exposure is just really bad. This leads to aggravated respiratory symptoms, higher susceptibility lung infections like COVID, increased risk of asthma, as well as, like, IQ and learning deficits, increased risk of cardiovascular effects. I don't think there's anyone that's going to argue that NO2 pollution is not bad. We've regulated NO2 levels outdoors for a very long time. And I actually think that there's steady new research coming out that NO2 is even worse outdoors than we ever thought.But there's this funky little thing where no one actually gets to regulate indoor air concentrations. But what we know about cooking with gas is that in the time it takes to, like, bake a pie, about an hour, 90% of all homes, specifically when you're cooking with gas, will have an unhealthy level of NO2 pollution, a level that EPA says is not acceptable in outdoor air. And EPA research shows that homes with gas stoves can have up to 400% higher NO2 concentrations than homes with electric stoves.Because with an electric stove, you're not combusting a fossil fuel. This pollution is very specific to that fossil fuel combustion. And that, when it comes to NO2, kids are just really at risk. And so are seniors, and so are pregnant people. There's a lot of populations who, for whom, NO2 produces very bad outcomes. So there's about 57, just by my team's count, peer reviewed studies that have come out since 1976 that find links between gas cookings and various health harms. And these are all, again, peer reviewed journal published studies. And as we mentioned, that latest asthma study is based on some really important work that came out in 2013, which is a meta analysis. It's like a literature review of more than 40 different research papers looking at the effects of NO2 from gas cooking, and it's linked to asthma.David RobertsA lot of what I'm seeing about the science goes back to this 2013-2014 meta analysis and some back even to, like, a study in 1991, I think. I guess my naive question is: why isn't there more recent—especially given the rising sort of profile of this whole issue—why is there not more recent empirical, direct empirical research about this?Sage WelchI don't know exactly, but I'm not sure that my answer is I think it's just firmly established. I mean, I think the purpose of that meta analysis was to say the science on this is relatively well-established as far as the gas cooking creates NO2, NO2 creates health hazards. And we'll talk about this, but there was a flurry of research on this in the 70's and 80's by the gas industry, but also by the National Academy of Sciences. Ther…

    Full show notes at the publisher

    Me, talking about fusion and clean energy revolutions Jan 23, 2023
    Show notes

    In this episode, as a guest on Canadian daily news podcast The Big Story, I discuss a momentous fusion breakthrough, just how close we actually are to a future of unlimited clean energy (hint: not very), and where we should be focusing instead.(PDF transcript)(Active transcript)Text transcript:David RobertsA few weeks ago, I was a guest on the Canadian daily news podcast The Big Story, chatting with host Jordan Heath-Rawlings about the big fusion news from December, the public’s hunger for energy breakthroughs, and the energy revolution that’s going on before our very eyes while we get lost in sci-fi fantasies. It was fun! The team was kind enough to allow me to share it as an episode of Volts, so please enjoy, and go ahead and subscribe to The Big Story wherever you get your podcasts.Frequency Podcast NetworkYou're listening to a Frequency podcast network production in association with City News.Jordan Heath-RawlingsIf you've listened to this show for any length of time, you will know that we think scientific breakthroughs are cool, especially when they show us a path to a theoretically unlimited source of clean energy. When you look at the trouble we're in, it's easy to understand why anyone could get caught up in that height.Media soundbiteThe power that powers the sun, an abundant source of clean energy to help the planet kick its carbon addiction.This is one of the most impressive scientific feats of the 21st century.It's a star in a box. Putting it in a box on Earth and tapping that energy that goes forever. It's what Iron Man has in his chest.Jordan Heath-RawlingsNow, here is where I get to be a buzzkill. When a scientific breakthrough hits the mainstream media, it's important to look immediately to the people who have covered the sector before that breakthrough. They are the ones who can separate hype from hope. And while, as I said, the fusion breakthrough in December was legitimately cool, ask some of the people who have been covering clean energy and the climate crisis and they'll tell you a story of other technologies.The ones that we have right now, the ones that actually are changing the game we are currently playing and those people wonder why can't we focus on these things right now instead of waiting for a miracle? I'm Jordan Heath-Rawlings. This is "The Big Story". David Roberts runs a newsletter and a podcast called Volts, which discusses clean energy and politics. You can find it at volts.wtf. That is an interesting suffix for your website.David RobertsYes. I didn't even know it existed until I was trying to register a domain, and then I made a rather impulsive purchase.Jordan Heath-RawlingsWell, at least it's memorable. Now, before we get into what's going to happen in clean energy this year, which I'm really intrigued by, can you maybe quickly take us back to December? And I'm sure many people listening will remember a big headline and discussion about fusion. What was that news?David RobertsSure. The National Ignition Facility at the Lawrence Livermore National Laboratory has been experimenting with fusion for years and years now, and they just achieved a goal that they have been pursuing for a long time, which is they got more energy out of a fusion reaction than was put into it. And this is a big milestone in fusion research.Jordan Heath-RawlingsWhy is that milestone, theoretically at least, so important?David RobertsWell, you have to untangle a few things. In the big picture, the hope is that eventually you can master fusion to the point that it can create clean energy because the fuels required to run fusion are cheap and abundant, it's carbon free. Theoretically, fusion power plants would have a very small footprint. So, from the energy perspective it's sort of this tantalizing utopian energy source. In the actual fusion world, the Lawrence Livermore Lab is not even in the business of researching fusion for energy production. They're actually more geared toward weapons research. There are other fusion companies pursuing energy production, but they use actually a fundamentally different technology, a fundamentally different form of fusion which has not reached this threshold, this breakthrough.But there's lots of companies pursuing fusion and depending on how seriously you take their hype, maybe they'll be producing actual power plants that produce actual energy in a decade. Some of them are saying earlier than that, but they're also trying to raise money so one doesn't know how seriously to take them. But one thing to keep in mind is the Lawrence Livermore Facility costs about a billion dollars to create this small amount of energy it created. And the alternative forms of fusion claim that they will be able to create power plants for merely hundreds of millions of dollars. So, all of this is speculative and distant, let's say.Jordan Heath-RawlingsWell yeah, I mean we used theoretically a lot there, there's a lot of caveats I noticed that you kind of threw into your description of what could happen. But nevertheless, we begin the conversation here because I want you to tell me just a bit about how this went over in the mainstream news cycle because as I mentioned, this was a big deal in early December, right?David RobertsWell, there's a vision that has a hold of people's imagination of abundant clean energy produced in small power plants. And if you have sort of...Jordan Heath-RawlingsLike Sim CityDavid RobertsLike Sim City. And if you have limitless energy with barely any fuel and no waste, there's all sorts of things you can think of you could do with limitless energy. You could for instance, desalinate water at scale with something which costs a lot of money and energy now. You could grow endless food. There's all kinds of stuff you can do if you have surplus abundant energy which fills people's heads with these sort of utopian futuristic visions.And that vision I think, ends up causing people to sort of clutch to any announcement like this and say oh it's it's closer, it's going to happen, you know. But like fusion, fusion research has been sort of going through Hype cycles ever since 1950, mainly because of this Sci-Fi vision in people's heads. But you know, it just needs to be said over and over again. We are still very very far from that utopian vision of energy production. And, I would just like to remind everyone that we're in a climate crisis and we do not have decades to wait on an abundant source of clean energy.So, even if the most sort of aggressive forecast, even if everything went very well, this is going to start generating energy well after the point that we need to have largely decarbonized already. So, there's sort of two categories people can think about. There's the near term decarbonization imperative and this is not particularly relevant to that. And then there's like the long term, post 2100 futuristic, "mankind expands to fill the solar system", all this kind of whatever your Sci-Fi stuff. And this is relevant to that, but we need to keep those two separate.Jordan Heath-RawlingsSo that's why I came to you, because you've been writing about clean energy and politics for years now, as you've said, more than a decade, and you wrote a Twitter thread about this discovery that kind of opened my eyes a bit. So I'm just going to read out the first tweet to you and get you to explain your thinking to our audience. "It drives me crazy that people are still pining away for some magic blue light arc reactor Sci-Fi energy source to save us when solar and wind are out there doing it as we speak". What are you getting at?David RobertsYeah, you know there's a lot here, but where I'd start is we have wind and solar right now. We have renewable energy. And when I say renewable energy, I mean wind and solar and all the sort of attendant technologies that enable them making huge progress right now. But it's difficult progress and it's a big political fight. You're fighting at the national level, you're fighting at the community level. There's a lot of community resistance to renewable energy now. So it's just a struggle and a slog to transform the energy system around renewable energy. And I think a lot of people imagine, or maybe wish that if you had this Sci-Fi energy that could produce all the energy you want with hardly any input and no problems, you could in effect skip the politics of transforming the energy system.You could do it without politics. I think there's a real, especially among sort of, let's say tech nerds, and I say that with love. I love tech nerds. I think there's a real sort of anti politics at work here. This idea that the sort of grubby work of negotiation and compromise and half steps forward, it's all very frustrating, it's very ambiguous. I think they just are naturally sort of repelled by it and they sort of imagine ways around it, imagine ways you could improve humanities a lot without politics. And this sort of tendency comes up over and over again in a lot of different areas. It expresses itself in a lot of different ways.But I think this is a classic case, this idea that fusion could, in a sense, short circuit all these politics or skip all these politics and just sort of transform everything without anybody being upset, without anybody fighting about it. And that's just, I just push back against that again and again wherever I see it. Even if we created this magic energy source, even if fusion somehow miraculously developed enough to not just create a positive amount of energy, but to create a lot positive amount of energy at a cost that's even remotely competitive, with current energy sources. To take that and transform the world energy system with it would still require a lot of fighting and a lot of politics and a lot of slog.There is no way around politics. You've got to go through it. And that's why I think, despite the sort of spectacular success of wind and solar in the past decade, people still sort of resist it and want to poopoo it because it's just hard. It's just hard. And it feels like it's going to require too much work. You have to transform too many things. You have to transform the grid. You have to develop all these storage technologies to complement it. It requires a sort of wholesale rethinking of the energy grid. And that's just going to disturb a lot of incumbents.It's going to be a lot of change. And people just have a very, very instinctive, brainstem level aversion to change, basically, or to transformation. And that's what I think is expressing itself here.Jordan Heath-RawlingsWind and solar have seen tremendous success over the past decade. How has our reliance on wind and solar been growing? What does that tremendous success look like? Like, just in general, you know, how far have we come with these since, I don't know, 2010?David RobertsSure, there's a lot of different ways to look at it. If you're just looking at the technologies themselves, they have plunged in cost. If you look at these graphs of the cost of wind and onshore solar, that's just a steep downhill for decades now. And now we are at the point that wind and solar are creating are the cheapest forms of electricity. The electricity they generate is the cheapest electricity in the world. And that's with or without subsidies. I don't think this has fully sunk into people's heads yet. It is the cheapest way to produce energy.They're still early in their deployment and spread. So it's only like, I think solar is like 2% of US energy. It's more elsewhere. I think if you live in Denmark, I think they're getting close to 50 plus percent wind and solar there in that country. So they still early in their march to take over the electricity system. But in terms of cost, they're just dirt cheap now. So that's why, you know people wonder, why do you want to transform the energy system around sources that come and go with the weather, right? The idea is they're not reliable, you can't turn them on and off at will, they come and go with the weather.Why would you want to use that? The reason you would want to use that is because it's dirt cheap. So even with all the sort of balancing technologies you need, and even with all the changes you need in the grid to accommodate that variability, it's still way cheaper than the alternative. So we now have, and this is totally different than 2010 when we used to discuss decarbonisation in 2010, as I was, it was all Sci-Fi, I mean it was all speculative. Wind and solar were ridiculously expensive, and the technologies that would enable the grid to accommodate more wind and solar were nascent.And so, the whole thing was sort of batting back and forth speculative possibilities. But now, we have a clear trajectory toward decarbonizing grids. We know how to do it now, and we have the technology that is cheap enough to do it now. People say, well, you can't get to 100% clean energy just using renewables. And that's true. To get from say, 85, 90 percent to a 100 percent is tricky from our current perspective. We don't know quite yet how we're going to do that, but as I constantly tell people, we're not even close to 85 or 90 percent yet, so we've got a lot of runway , and we know how to get to that level.And by the time we get to 85, 90 percent, tech development will have been preceding a pace , and we'll probably have a much better idea by then how to get to 100. So, there's been this revolution in clean energy that's been happening right in front of our eyes. And it's always strange to me that people want to have this weird urge to resist it or to poo poo it or to find flaws in it, you know what I mean?Jordan Heath-RawlingsBecause it's not magic.David RobertsI guess that's it. And I think also it comes back to the politics. Today's grid is built for big centralized, dispatchable energy sources, because that's mainly what we had for most of the history of electricity. So, the grid today is still, and not only the grid physically is built for that, our rules and our regulations and our laws and our practices and utility practices and all this stuff have that hangover, are still built around sort of hub and spoke big power plants sending power out to sort of dumb consumers. To change that system, you have to make the grid much more sophisticated.You have to accommodate the fact that end users are now creating, generating energy on their own. They can generate energy on their own, they can store energy on their own, they can trade it with one another without ever dealing with that central source. We just need a much smarter grid. You need much more grid, right? Because if you're reliant on the weather and sun. You have to build the power plants where the sun and wind are, which are not necessarily where people are. So, you got to build a lot more long-distance transmission. You need a lot of transformative.You need to transform the grid along with spreading wind and solar. And that is hard, and it's a fight, and it's kind of a drag. Like anything in politics, it's a slog. And I think that's one reason people sort of resist the good news that's happening, unfolding all around us.Jordan Heath-RawlingsHas the politics been getting easier though? You just kind of walked us through this massive amount of progress. I would hope at least that as the price plummets and as it continues to be more reliable again, I'm not expecting the magic solution, I'm not expecting the politics to go away. Bu…

    Full show notes at the publisher

    On writing an ambitious and terrifyingly realistic novel about climate change Jan 20, 2023
    Show notes

    In this episode, author Stephen Markley discusses his new novel, The Deluge, which describes a future affected by climate change that hits uncomfortably close to home.(PDF transcript)(Active transcript)Text transcript:David RobertsIn 2018, author Stephen Markley won near-universal critical praise with his debut novel Ohio, a tight set piece that takes place over the course of a single night, as four high school classmates reunite at a diner in their northeastern Ohio hometown. “Four characters, one night” is pretty much the opposite of Markley’s sprawling new novel The Deluge, which tracks dozens of characters over the course of decades, from the 2010s out past 2040, everyone from climate activists to scientists to political operatives, as they suffer the effects of climate change (there are some quasi-biblical disasters) and struggle to marshal the political will to address it.The novel crucially involves climate policy, reactionary backlashes, and direct activism, among other topics of great interest to the Volts audience. On Thursday January 12th at Seattle’s Third Place Books, I was lucky enough to talk to Markley about the genesis of the novel, some of its major themes, and the difficulties he faced in writing it.The crew at Third Place was kind enough to record the event (thanks Spencer!), so I'm happy to bring it to you as an episode of Volts. Please enjoy, and while you're at it, do the smart thing and buy copies of The Deluge for all the readers in your life.Third Place Books StaffPlease join me in welcoming Stephen Markley and David Roberts to Third Place Books. David RobertsWhere to begin? I'm just going to jump right in asking Stephen questions because I have nothing interesting to say. So, I've been writing nonfiction my whole life and have thought periodically about writing fiction—like every nonfiction author does—and even took a while one summer or one time when I had some time off to sort of sit and stare at the screen for a while and think about doing it. I had kind of a plot for a near future quasi-scifi thing, and there are tons and tons of reasons why I very quickly concluded that I was not suited to writing fiction.But one of them was the one I still think about, which is just: "What does the near future look like?" And the more I thought about that, the more I thought, "Boy, I have no idea at all what the near future looks like." I mean, I guess you could say that at any time in history, but it seems like particularly now, there's just so much crazy s**t going on. It's really like, how is it all going to interact and play out? And I found myself completely daunted and shut down by that problem.So here you are. You have decided to start a novel basically two years in the past, and then literally just detail what happens—not in some fictional world or some far off world—what happens in this world among these people in this country over the next two, four, six, ten years in detail. And that just strikes me as just, like, fictionally speaking, the highest conceivable level of difficulty that you could set yourself. Why do that? In the book that we talked a little bit beforehand, you were thinking about even before Ohio, it just seems like the hardest thing you could do. Why not write a couple of easy books to start with?Stephen MarkleyYeah, it all breezed by. It all went super easy and nothing surprised me. Yeah, it just came pouring out with no...nothing got in the way, historically or politically, that made... Yeah, no, it was an incredibly high degree of difficulty for the reasons you said. And all the problems of writing a 1,000-page novel, combined with the problems of it has to feel absolutely realistic at the moment of its publication. It has to feel as if it's our world sliding into this next world, right. At dinner, we were talking, I started the book in 2010, at roughly the same time as "Ohio," had to set it aside when "Ohio" was published, and then came back to it in 2017. So in that time, I don't know if you guys heard, a game show host actually got elected president. And so, the terrifying presidential character I was returning to was suddenly really unrealistic in his bombasticness. Because, like the real thing was much...David RobertsThere's a relatively muted fascist president in your book, looking at it from our present vantage point.Stephen MarkleyI mean, look, it was a mind-blowing project for me because I had to keep paying attention to every little detail of what was happening in climate, technology, politics, our society. And unfortunately, I had found the right veins, clearly, just in terms of how our politics were developing. And that just felt like it accelerated so quickly. And then with climate policy, I think that was another, sort of, murky issue. You've talked about on your podcast before, where there was this dead period after Waxman-Markey failed in the Obama administration, where it felt like everybody was throwing up their hands. And I think that was a tough place to be to...like thinking about the future of where policy would head or how it might develop.David RobertsYeah. And speaking of difficulty, sort of as you're writing and finishing, finally, Democrats are back in control and coming back to climate policy and debating the Build Back Better bill and then, specifically, the climate bill and, specifically, during that exact time period you were finishing, Joe Manchin was noodling around...Stephen MarkleyPrevaricating, let's say.David Roberts...prevaricating and noodling around and making everybody wait and wonder. And it was just wildly uncertain right up until the day he woke up on the right side of the yacht, I guess, or whatever happened. But right up until that day, it was just wildly unclear what was going to happen. It was a very big, sort of, historical pivot that was on the line. And it literally...that historical pivot took place during the years covered by your book. So, did this keep you awake at night, the course of actual events?Stephen MarkleyYeah, and I mean, in a way, when it passed, I was like both sobbing with relief and pissed at the Democrats. Like, "You should have let this fail so my novel would make more sense." Actually, what happened was I had fourth pass, like the last pass in my hands at the moment Joe Manchin was like, "I'm out on this bill. It's not happening." Right. So I send the book off to the publisher. I'm listening to people, like, cry on podcasts about our dark future, and then the bill passes. So what is going to be the case in the next edition?There are some key sentences that will be changed to reflect the reality of the Inflation Reduction Act passing. So this is just a way of me selling more books. You got to get the first edition and then come back to the next edition and buy that one too.David RobertsYeah, that's wild, it just goes to the difficulty, like I said, you're writing about things that are literally happening as you're writing them.Stephen MarkleyBut just to add to that, there was this sense, though, that people were paying attention, understood the Democrats would pass a mostly carrots package if they could get the chance. There wasn't going to be a price on carbon, there wasn't going to be any standards. It was going to be something where we're just going to toss as much money as possible at decarbonization. And so I think having that in mind, I could at least sort of point the direction of what would happen in the Biden administration. Although I do think the language in the book is currently unfair to the enormity of that policy that got passed.David RobertsI actually had that thought and then I remembered, like, "This is a novel." So, the other thing that you have to worry about in the real world is, of course, science and climate science. And this is something else that breaks my brain when I think about trying to do what you did, which is fictionalize it. Because if you are of an analytic mind, you follow climate science. Climate scientists, like all scientists, will say, "Here's the range of things that could happen," right? "Here are a set of error bars, a set of probabilities." And if you go to a scientist and say, "Well, here's what's going to happen. There's going to be a storm X big in 2029 in August." They'll just be like, "You're insane" if you try to...from a scientific point of view, it's crazy to try to say, "This particular thing will happen instead of that particular thing." So how much did you let kind of a worry about scientific plausibility...because the weather plays a huge role in the book. It's a big character throughout the book. There very key weather events.And how much did you let it worry you whether those particular events happening on that particular schedule were plausible to scientists? Like did you do a lot of going back and forth with science?Stephen MarkleyYeah, I did. And I think what I landed on is: I'm going to take the edge events as far as realism...to the end of the line, particularly with some stuff happening in Los Angeles and a storm that comes towards the end of the book. I think for me, it was like, "could this happen?" Not, "Is this probably going to happen." At the same time, you guys live in the Pacific Northwest, there was a heat event here a few years ago, and there was a quote by this guy's studied at Lawrence Livermore, I think, which was, "This event was impossible without climate change. It also was impossible with climate change." Like, it broke the model, the heat storm in the Pacific Northwest in '21. And so I think—and correct me if I'm wrong—we're continuously seeing is events outpacing the models that I find that particularly frightening.David RobertsYeah, and that gets to the difficulty of trying to pick a particular course of events, because even now we're being surprised and we're still in early, early stages of all this. The other big thing that gripped me throughout the novel, and it comes back and forth and up and down through the whole novel, the sort of the novel, insofar as it has a main character, is centered on an activist who gets into first, activism. There's a lot of activism working with politicians and trying to craft bills and create coalitions. And then there's a whole, sort of, other splinter of activism in the book, which goes very direct action...Stephen MarkleyAndre's mom-type.David RobertsYes. Which goes way down that road of direct action and bombing bulldozers and things like that. And it was interesting. This is probably not how you should read a novel, but I'm trying to squint and sort of figure out, like, "How does Steven really feel about activism and the role of activism?" I think you did a great job of certainly not coming down with any sort of pat-like pro or con, but, sort of, like there are key junctures in the book where activism screws everything up, like legitimately screws up and forestalls the possibility of good things happening.And then there are other, sort of, the larger sweep of the book. If you look at the whole thing, like, activism clearly played a big role. So what are your thoughts on the mom...Andre's Mom question, the sort of direct action? At what point is violence against property justified? And then another question that comes up later, which is: at what point is violence against people justified? It gets bad enough that that question is thrust on the activists. So I don't know if you have...where you come down on that.Stephen MarkleyWell, I think it's important to know...the job of the fiction writer. It's, like, none of these characters can share my point of view, right? Like that is that's the path to hell. That's the path to creating a character that's just your mouthpiece, right? So every character, you have to be, like, deeply in their perspective and see the world through them. So I feel like the way the book should work is if—Shane is the character you're referring to—when you're in Shane's sections, her point of view makes sense. These mealy-mouthed activists that...they're not getting anything done.We have to go after pipelines, right? Then you switch over to this other set of people and they're thinking, "These people are f*****g it up for us. They are creating a situation in which, basically we're going to get a Patriot Act for environmental activists and so forth. So I think just also, all of those sections are about unintended consequences. And I think that's something incredibly important to pay attention to in terms of how the structure of the plot works. Whereas just because you want to do something doesn't mean the thing you're doing is going to pan out the way you think it will.David RobertsYeah, I mean, even at the end of the book, looking back on it, there's still not a clear story to tell about activism was the good guy or the bad guy in the story. In a sense, everybody is kind of f*****g up all the time. Your activists, your scientists, your politicians.Stephen MarkleyI write realism.David RobertsNone of them really know what they're doing. Nothing works out the way any of them intend. I thought you captured that effect well, like, there's no masterminds.Stephen MarkleyYeah, but I do think that there is, at least my sense of the question is that we are all trying to point ourselves in the direction of, like, "How do we change this? How do we f*****g turn the ship? At least a fifth of the degree here, fifth a degree there." And so, in the end, I think all of these characters are pointing to the way in which the ship was turned by those incremental degrees. And even if many things backfired and many things didn't work, and the consequences were sometimes very scary or horrific, it's like trying to look at the aggregate of what has happened and how to change the situation.David RobertsYeah. It's like the aggregate that comes across. And even with the sort of benefit of hindsight, have finished the book, I'm still not sure I could go back and say to any one of the characters, "This is definitely something you should have done, or this is something you shouldn't have done." It's not even clear, even in the context of the novel, what ends up actually causing things to happen. It's just sort of like, things grind on around, which I thought is a very realistic...as someone who's seen people cast themselves on the shore of these efforts over and over again and nothing work out and lose hope. In a sense, it's hopeful. In a sense, it sort of gets at what's so frustrating about all of it, right?Stephen MarkleyFrustrating being...David RobertsThere's no A to B causation.Stephen MarkleyYeah, no, absolutely.David RobertsSo, the third sort of theme of the book that felt like it was written just for me, stuff I think about constantly is the role played by sort of far-right reactionary backlash. And I was so glad to find that in the book. There's a lot I can't predict, but the one thing I feel pretty sure about is that insofar as efforts to deal with climate change get some muscle or some seriousness, there's going to be equal and opposite reaction worse than what we're already seeing. Speaking of things being ahead of our schedule. So how do you think about it? Do you think that's inevitable?Stephen Markley100%. Yeah, I think death taxes and reactionary backlash are the only things we can be certain of. One of the things that has bothered me sometimes about, anything you watch on TV with politics, anything you…

    Full show notes at the publisher

    An energy provider attempts to achieve 24/7 clean energy Jan 18, 2023
    Show notes

    In December 2021, Peninsula Clean Energy (PCE), a Bay Area community choice aggregator (CCA), issued a white paper on the need for 24/7 clean energy, its rationale for pursuing 24/7 by 2025, and the steps it intended to take to get there. Earlier this month, it issued a follow-up white paper reporting on the tool it built to map out 24/7 and the lessons learned.

    I am fascinated by the practical challenges of getting to 24/7, so I’m excited to talk to Jan Pepper, CEO of Peninsula and lead author on the latest white paper, about why PCE is setting out to achieve 24/7, the main barriers, and the ways it may get easier in the future.


    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

    Previous 1 29 30 31 32 33 46 Next

    Related Podcasts

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    1

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    WSJ Your Money Briefing

    2

    WSJ Your Money Briefing Business
    FORTUNE Unfiltered with Aaron Task

    3

    FORTUNE Unfiltered with Aaron Task Business
    FORTUNE OnStage Presents: The Most Powerful Women

    4

    FORTUNE OnStage Presents: The Most Powerful Women Business
    Slate Money

    5

    Slate Money Business
    In The Dark – The New Yorker

    6

    In The Dark – The New Yorker Business News
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights