New York Attorney General Letitia James is suing JBS USA Foods, the country's largest beef producer, for misleading the public with its net-zero greenhouse gas emissions plan by 2040. Not to be left behind, Attorneys General from Iowa, Kansas, Nebraska, and Tennessee are firing warning shots across the bows of companies like Target, Tyson Foods, and grocery store parent company Ahold Delhaize. Headline: Democrats and Republicans align against corporate climate change plans, particularly net-zero targets. What? Why are those companies targeted while there are all kinds of Hail Mary moonshots fired by governments (local, state, and federal) and other corporations?…
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I had already selected my topic for this week (most climate policies don't work) when I had the good fortune to cross paths with a Wall Street Journal article, 7 Years, $700 Million Wasted: The Stunning Collapse of New York's Traffic Moonshot. The policy attempted to penalize drivers for entering congested zones of Manhattan. The $15 per incident congestion charge would sum to over a billion dollars per year that would fund biking and mass transit improvements. New York City has the most snarled traffic in the world. The Journal reports, "The average travel speed in Midtown fell to 4.5…
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Think you're a climate change genius? Strap in and prepare for whiplash. To close out last week's post, I referenced a Forbes article, Green Hydrogen's Hype Hits Some Very Expensive Hurdles, which seeded the roots for this week's Energy Rant. It referenced a Cornell University paper claiming carbon capture from the manufacture of blue hydrogen "is energy intensive and leads to even more climate pollution than if CO2 just wafted into the air." Whoa, ho, Nellie! Does carbon capture result in more emissions and energy consumption than free release of combustion products? The latter isn't surprising, but more emissions are a headliner. I…
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For years, I wondered how the national debt would result in Great Depression-level pain and a reset not unlike bankruptcy. The national debt doesn't need to be paid back like we often hear or read in the news. It just needs to be maintained at manageable levels, defined as not letting the borrowing cost get to a prompt supercritical situation that overwhelms everything else. Financing costs are becoming alarmingly high – already more than we spend on national defense – about $1 trillion annually. When tax revenues to finance the debt are insufficient, or if debt markets bomb, the Federal Reserve steps…
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My top "strength," according to Gallup's CliftonStrengths survey, is context, which means knowing and understanding history to assess situations and inform and guide decisions. "Those with Context are the people in our lives who instinctively look to the past to understand the present." How does this affect my perspectives? Historical context serves as an impenetrable bullshit filter. I.e., we've been here before. I recognize this pattern, and I'm not joining the mob. See you later. We're Going to Starve If you're over 50, you were probably told that we would run out of food. Here are some zingers from the 1970s. "Population will…
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One of my obsessions is understanding how people make choices and what they truly value. Regarding climate change mitigation and everything else, the quest for more dollars or dollar efficiency, i.e., bang for the buck, rules. Migration to Danger A recent article from Bloomberg, Americans are Moving Toward Climate Danger in Search of Cheaper Homes, lays it out for us. That is Bloomberg’s headline, but do people believe climate change is a threat? Don’t bother asking. Watch what people do. Actions don’t lie. “Americans are actually choosing to move to Zip codes with a high risk of experiencing wildfire, heat,…
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This week I’m repackaging recent news on electric vehicle (EV) developments – market, technical, and utility impacts. I like to look at scale (macro) rather than ubiquitous siloed micro thinking. Is it realistic to scale rare earth mineral mining, battery manufacturing, and battery disposal? What about charging logistics, third-world labor, and grid impacts? Breaking the Grid? Let’s start with the revelation that force, in the form of mandates, will break things. An aeronautical engineer’s piece in Energy Central, says EVs, at scale, will break the grid. He notes that the Biden regime is developing restrictions requiring the market share of…
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My passion is applying the right technology in the right place and at the right time for maximum effectiveness. Not coincidently, that is precisely Michaels Energy’s purpose for existence: minimizing waste and maximizing value. Last week I wrote about the gargantuan resource requirement for solar and batteries to displace a single nuclear power plant, including 40,000 acres for the panels, which, in Iowa, is worth $600 million in farmland alone. This is a D- for minimizing waste and maximizing value. Offshore Wind This week, we’re turning our attention to wind generation. Renewable enthusiasts need to get behind offshore wind for…
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Washington Post headline last week: “World is on brink of catastrophic warming, U.N. climate change report says.” Wolf! Wolf! People aren’t serious about decarb, and this post will prove it, but I provide ways to get it done. Is Solar Plus Storage Competitive? Solar is nice, but the numbers are ugly. If solar and storage with batteries were a serious contender for a clean energy grid, electric utilities would be soiling themselves because solar and batteries would put them out of business as customers would install their own and cut the cord. Let’s look at some basic arithmetic. Lazard pegs…
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General Russel Honoré delivered the closing plenary from last week’s AESP Annual Conference. He humorously but effectively preached to the choir about climate change mitigation. I will take one sub-topic he mentioned, food waste, and run with that this week. I may even expand it to the grocery store. General Honoré was the Commander of Joint Task Force Katrina, the hurricane. This is an excellent opportunity to pull out an article I read a few weeks ago, Dear Consumers, Please Consume Less, posted on Energy Central. Americans consume an average of 3,600 calories daily, while the recommended ration is 2,000…
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