NY State Senate Energy and Telecommunications Committee Air Quality Considerations

In March 2025 Senator Mattera invited Richard Ellenbogen to Albany to address the NY State Senate Energy & Telecommunications Committee regarding NY State’s energy situation relative to the Climate Leadership & Community Protection Act (Climate Act).  I was impressed that the meeting showed that the Committee agreed with Ellenbogen that there are implementation issues and course corrections are necessary.  I previously described the emissions analysis  I did for the Committee.  This post describes the air quality aspects of New York power plant emissions.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  It includes an interim reduction target of a 40% GHG reduction by 2030. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.”  After a year-long review, the Scoping Plan was finalized at the end of 2022.  Since then, the State has been trying to implement the Scoping Plan recommendations through regulations, proceedings, and legislation. 

Senate Energy and Telecommunications Committee Meeting

On March 18, 2025 Senator Mattera invited Richard Ellenbogen to Albany to address the NY State Senate Energy & Telecommunications Committee regarding NY State’s energy situation.  Senator Parker, the committee chair, gave Ellenbogen time to describe his thoughts on the Climate Act transition, describe his proposal to use of existing technology that will not get to zero but will maintain system reliability, and answer questions.  There is a video of the hearing available and a previous post includes links to specific discussions within the video.

Ellenbogen’s presentation argued that there is a better way that “adheres to reality”.  He believes that repowering existing power plants with combined cycle gas turbines gives significant carbon reductions.  Replacing the old units reduces emissions, decreases reliability risks because the old units are so old that they are more likely to fail, and because the combined cycle plants are more efficient, they would burn less fuel to produce the same amount of electricity.

During the discussions at the meeting, Chairman Parker said a couple of times that he wanted to get specific numbers for potential emission reductions.  I described the detailed description of the emissions analysis I provided to the Committee in another post.  The last thing I want to address is air quality associated with New York electric generating units. 

Context

The detailed analysis that I submitted to the Committee included this section on context.  I joined Niagara Mohawk Power Corporation (NMPC) in 1981 and one of my responsibilities until I retired in 2010 was accounting and reporting air pollution emissions.  I think it is important to understand that there have been massive reductions in electric generating unit emissions in New York since the time I joined the utility industry.  The earliest records I have date back to 1984.  At the time NMPC owned and operated oil-fired facilities in Albany and Oswego and coal-fired plants in Dunkirk and Tonawanda.  In 1984 those facilities emitted 136,684 tons of sulfur dioxide (SO2), 37,221 tons of nitrogen oxides (NOx), and 12,530,220 tons of carbon dioxide.  In 1995, according to the Environmental Protection Agency all the fossil fueled power plants in New York emitted 239,183 tons of sulfur dioxide, 120,138 tons of nitrogen oxides, and 54,000,913 tons of carbon dioxide. In 2024 all the fossil fueled power plants in New York emitted 698 tons of sulfur dioxide, 7,757 tons of nitrogen oxides, and 31,201,251 tons of carbon dioxide. The following table (NY Emissions Analysis.xls “NYS” tab) lists the annual values from 1980 until 2024.

New York Electric Generating Unit Annual Emissions from EPA Clean Air Markets Division

Air Quality Trends

There have been recent reports that noted that the American Lung Association (ALA) reported that dangerous air pollution is affecting more Americans than last year.  Behind the headlines is the fact that the data they used included “exceptional (e.g., wildfires) and natural events (e.g., stratospheric intrusions)” that are the reason air quality worsened.  Not mentioning the fact that the deteriorating air quality has very little to do with humans would  not help their agenda and fund raising so that information isn’t included in the news stories.  In this context, however, it leads the general public to believe that this indicates a trend towards worse air quality. 

The National Ambient Air Quality Standards (NAAQS) establish air quality levels that are protective of public health and welfare with an adequate margin for safety, including protecting the health of ‘sensitive’ populations such as asthmatics, children, and the elderly”.  From a regulatory standpoint, there is nothing that local jurisdictions can do to reduce exceptional and natural events.  Consequently, the high air quality associated with those events is not counted against the attainment designation relative to the NAAQS.  The air quality was worse last year in many places but in the absence of exceptional and natural events the air quality is getting better.  I also believe that while there are extreme weather events that cause things like wildfires, that climate change is not exacerbating extreme weather to any observable degree.

Without those events the observed emission reductions have been accompanied by improvements in air quality.  SO2 levels have decreased dramatically, with a 98% reduction in annual average levels from 2009 to 2017.  I found that nitrogen dioxide one-hour ambient levels decreased 63%.  There also have been decreases in particulate matter

For the most part New York air quality reflects national and regional trends.  According to the EPA nonattainment/maintenance status summary, there are multiple counties In New York that do not attain the current NAAQS for ozone and New York County does not meet the coarse particulate matter standard.  Note that all of New York State meets the inhalable particulate (PM2.5) NAAQS.  All the other pollutants are in attainment. Finally, note that over the years the NAAQS limits have become more stringent.

Despite the fact that there have been significant improvements and New York is mostly in attainment with the NAAQS there is another approach to air quality health impacts that regulators and activists have used to claim more reductions are necessary.  They claim that levels of pollution lower than the NAAQS have health impacts based on simplistic epidemiological extrapolations that assume there are no health impact thresholds.

For example, even though New York City is in attainment for inhalable particulates, this pollutant is used as a rationale for shutting down peaking power plants because of claims that reducing inhalable air quality impacts is beneficial.   The New York City Department of Health and Mental Hygiene’s (DOHMH) 2011 Air Pollution and the Health of New Yorkers report is often referenced in this regard.  The DOHMOH report concludes: “Each year, PM2.5  pollution in [New York City] causes more than 3,000 deaths, 2,000 hospital admissions for lung and heart conditions, and approximately 6,000 emergency department visits for asthma in children and adults.” These conclusions are for average air inhalable particulate pollution levels in New York City over the period 2005-2007 of 13.9 µg/m3.

I submitted comments on the Draft Scoping Plan where I showed that the New York City 2018-2020 average PM2.5 concentration was 7.4 µg/m3 which is substantially lower than the DOHMOH goal of 10.9 µg/m3.  If the epidemiological linear no-threshold model is correct, then because inhalable particulate levels have come down In New York City there should be significant observed health benefits since the 2011.  However,  DOHMH has not verified their projections against observations.  Until such time that the projected health impacts using this approach are validated with observed data, I will be skeptical of this metric. The fact that asthma and other health impacts have not improved at the same rate as the air quality improvements suggests that other factors are driving those outcomes. In my opinion, there should be a commitment to determining the more likely causes rather than wasting money on reducing already low power plant emissions.  

Current Air Quality Conditions

During the Energy & Telecommunications Committee hearing on March 18, 2025 Chairman Parker questioned air quality levels around power plants.  He said that there are “people sitting in the shadow of both industrial plants and nuclear power plants who are developing health outcomes that are negative because of these plants”.  I need to address this misconception as it applies to fossil-fired power plants.  First, I want to point out that there is no credible health outcome threat of air quality related to nuclear power plants.

I think that Chairman Parker has been misled by a “righteous risk”.  In a post on this risk I noted that these risks arise from a “value-based policy approach that filters out facts and data within an ethical perspective.”  The importance of these risks are “influenced by what is perceived as ethical rather than what is rational or scientific.”  The Climate Act includes specific mandates to address righteous risks.

The Climate Act includes a commitment to address equity  for “communities within New York that have been historically overburdened by environmental pollution”.  One of the most repeated claims is related to air quality levels around power plants and reductions in co-pollutants is a prime benefit of the Climate Act..  The PEAK coalition has stated that “Fossil peaker plants in New York City are perhaps the most egregious energy-related example of what environmental injustice means today.”  I believe this argument influenced Senator Parker. However, the presumption of egregious harm is based on selective choice of metrics, poor understanding of air quality health impacts, and ignorance of air quality trends.  I have documented my concerns based on my extensive experience with air pollution control theory, implementation, and evaluation over my 45+ year career. 

One of the legislative attempts to facilitate the Climate Act is the Build Public Renewables Act that gives the New York Power Authority (NYPA) renewable development responsibilities.  This law is supposed to speed up the energy transition but it also includes a requirement for NYPA to shut down its existing fossil-fired power plants including a number of peaking power plants in New York City.  I think this is as poor a policy choice as the decision to shutdown of the Indian Point nuclear power plant.

I have been an air quality meteorologist for 45+ years.  A foundational presumption in my career is that if the ambient air quality effect of any polluting source is lower than the NAAQS then public safety and welfare is protected.  There are two additional levels of air quality security.  When the NYPA peaking power plants were permitted NYPA had to demonstrate that the increase in pollution due to the facilities was less than the Prevention of Significant Deterioration increment put in place to assure that new sources of pollution do not meaningfully worsen the air quality.  In addition, the facilities had to install Lowest Achievable Emission Rate air pollution control equipment which is as good as it gets.  My point is that the facilities that New York politicians are forcing to close may not have zero impacts, but they are close enough to no impacts, that they cannot possibly adversely affect health outcomes.

Discussion

After much thought I think I have an analogy that puts this in perspective.  Think of power plant controls like cleaning the kitchen floor.  Power plants have different levels of control equipment just like we all have different options to clean the floor.  Keeping the kitchen floor clean is necessary for food safety given the likelihood of spills.  In my opinion, sweeping the floor daily and mopping it regularly is “good enough”.  Many don’t think that mopping the floor is good enough now because there are more sophisticated options like the Swiffer PowerMop or even steam mops. For some once-a-week mopping is not good enough and they may want to do that daily.  The point is that there is a tradeoff between time and money for cleaning the floor “good enough”.  In my opinion, the NYPA peaking power plants in New York City with Lowest Achievable Emission Rate controls are equivalent to using a steam mop several times a day.  Demands to shut down the NYPA power plants is equivalent to deciding not use the kitchen because it is not clean enough even when using a steam mop several times a day.

Conclusion

A state-of-the-art combined cycle natural gas-fired turbine provides great grid support and is so efficient that it has significantly lower CO2 emissions than existing fossil-fired units in New York.  To correctly consider the value of this technology for New York’s electric system it is necessary to use appropriate comparison metrics, have a comprehensive understanding of air quality health impacts, and consider air quality trends.Three things described in my emissions status article should also be considered.  I found that a future electric system that uses nuclear power as the backbone and natural gas-fired combined cycle combustion turbines for backup support resolves the reliability risks and overall costs of a wind, solar, and energy storage system.  At the same time it could reduce emissions from about 30 million tons per year today to less than 2 million tons per year in the future.  I also noted New York GHG emissions are less than one half of one percent of global emissions and global emissions have been increasing on average by more than one half of one percent per year since 1990. Even Senator Parker acknowledges that this means “at the end of the day  New York is not going to solve the climate crisis”.  Finally, I pointed out that New York’s impact on global warming is unmeasurable.  These three points lead to the inescapable pragmatic conclusion that nuclear power as the backbone combined with combined cycle combustion turbines is good enough for environmental risks even if there are some GHG emissions and co-pollutant emissions are not zero.

NY State Senate Energy and Telecommunications Committee Meeting – Emission Status

On March 18, 2025 Senator Mattera invited Richard Ellenbogen to Albany to address the NY State Senate Energy & Telecommunications Committee regarding NY State’s energy situation relative to the Climate Leadership & Community Protection Act (Climate Act).  I was impressed that the meeting showed that the Committee agreed with Ellenbogen that there are implementation issues and course corrections are necessary.  This post describes the emission estimates that I provided and puts electric generating unit emissions in context.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  It includes an interim reduction target of a 40% GHG reduction by 2030. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.”  After a year-long review, the Scoping Plan was finalized at the end of 2022.  Since then, the State has been trying to implement the Scoping Plan recommendations through regulations, proceedings, and legislation. 

Senate Energy and Telecommunications Committee Meeting

On March 18, 2025 Senator Mattera invited Richard Ellenbogen to Albany to address the NY State Senate Energy & Telecommunications Committee regarding NY State’s energy situation.  Senator Parker, the committee chair, gave Ellenbogen time to describe his thoughts on the Climate Act transition, describe his proposal to use existing technology that will not get to zero but will maintain system reliability, and answer questions.  There is a video of the hearing available and my previous post includes links to specific discussions within the video.

Ellenbogen’s presentation argued that there is a better way that “adheres to reality”.  He believes that repowering existing power plants with combined cycle gas turbines gives a carbon reduction of “30 to 40%.”  Replacing the old units reduces emissions, decreases reliability risks because the old units are so old that they are more likely to fail, and because the combined cycle plants are more efficient, they would burn less fuel to produce the same amount of electricity.

During the discussions at the meeting, Chairman Parker said a couple of times that he wanted to get specific numbers for potential emission reductions.  In my description of the meeting, I promised to publish a post describing my supplemental emissions analysis that provided those numbers.  This article fulfills that promise. 

Observed and Projected Electric Generating Unit Emissions Analysis

Following the meeting I sent Ellenbogen material to send on to Senator Parker.  The evaluation of observed electric generating unit carbon dioxide (CO2) emissions for selected New York power plants that represent the current state-of-the-art compared with other existing units included the information requested.  My submittal included a detailed description of the analysis as well as the spreadsheet that generated the data in each table in the report.  The description includes references to each tab within the spreadsheet that provides the data for every table.  I am only going to summarize the evaluation because the documentation provides the details.

The analysis was complicated because it was necessary to combine two different data sets for the comparison.  I used the EPA Clean Air Markets Division data that includes CO2, SO2, and NOx emissions along with several operating parameters.  Unfortunately, the EPA load data represents gross load and net loads are needed to project CO2 emissions for the different scenarios.  The New York Independent System Operator (NYISO) annual load and capacity data report, universally known as the “Gold Book, provides net loads. I chose 2020 because I wanted to include the Somerset coal-fired power plant information to represent the highest CO2 emissions.  Because of naming convention and facility component differences, it was not possible to include all the steam turbine, combined cycle or cogeneration units in the state.  However, the 43 units (Note that the report refers to 45 units but there are only 43 units in the tables) included provide a representative sample of the state, representative data for state-of-the-art generating units and includes specific units that were requested by the Committee.

I manually combined 2020 data from the two data sets for 43 electric generating units as shown in Table 3 from the report (NY Emissions Analysis.xls “Compare 2020” tab).   It combines the NYISO net energy (GWh) and the EPA CO2 emissions (tons) to determine the state-of-the-art CO2 emission rate (tons/GWh). Note that the CO2 emission rate ranges from just over 400 for the combined cycle gas turbines to 1200 tons per GWh for a coal plant.    I assumed that the new Cricket Valley, CPV-Valley, and Caithness combined cycle gas turbines represent a state-of-the art combined cycle power plant.  Table 3 shows that those three facilities do represent the lowest emission rates and that the Bethlehem Energy Center is within their ranges so also state-of-the-art.  I assumed that the average of the blue highlighted cells represents a representative state-of-the-art combined cycle power plant CO2 emission rate (410.8 tons CO2 per GWh).

Table 3 : Combine the NYISO Net Energy (GWh) and the EPA CO2 Emissions (tons) to Determine State of the Art CO2 Emission Rate

Table 4 (NY Emissions Analysis.xls “2020 Projections” tab) compares existing emissions to estimated emissions if the facility were replaced with a state-of-the art combined cycle combined cycle gas turbine power plant with and without a carbon capture and sequestration (CCS) control equipment.  The observed CO2 Mass column lists 2020 annual emissions.  The state-of-the-art projected CO2 emissions column equals the state-of-the-art combined cycle power plant CO2 emission rate (410.8 tons CO2 per GWh times the observed 2020 net energy rate.  The column that adds the CCS control at 90% efficiency lists the emissions if the control equipment were in place.  There are also columns that list the difference between observed emissions and these projections.

Table 4: Projected CO2 Emissions – Replace with Combined-Cycle GT or Combined-Cycle GT with Carbon Capture

In 2020 the electric sector emitted 26,920,636 tons of CO2.  The 45 units included in this analysis emitted 21,305,661 tons representing 79% of the total.  If all 45 units were state-of-the-art combined cycle natural gas fired combustion turbines, the emissions would be reduced to 17,955,036 tons which is a 16% reduction.  If all 45 units added carbon capture and sequestration control equipment, the emissions would be reduced to 1,795,504 tons, a 76% reduction.  My results are less than the Ellenbogen presentation because I did not account for the improved efficiency and resulting lower fuel use that would reduce emissions more. 

Future Electric System

I also projected 2040 CO2 emissions for a pragmatic future electric system that relies on nuclear power but uses state-of-the-art combined cycle natural gas fired combustion turbines (CCGT) for peaking support. Making projections for future electric energy sector resource allocations is best left to the professional electric system planners who can use complex and sophisticated models that can incorporate the nuances of the capabilities and performance of different types of generation.  The biggest problem is that an electric system that relies on wind and solar resources needs to overbuild wind and solar capacity.  That introduces a significant error in my projection approach.  Nonetheless, this analysis gives a rough idea of potential emissions for two scenarios – building CCGT instead of renewables and building nuclear for everything except peaking generation.

The detailed description of the analysis provides specifics. In brief, I first chose a New York Independent System Operator (NYISO) annual energy forecast for the emissions projection.  The second step was to allocate the generation needed to provide the NYISO future energy projection.   I made many assumptions to establish the arbitrary generation resource categories I used in my projections. 

I considered two future scenarios for 2040.  In Scenario 1 the existing nuclear and hydro capacity and generation stay the same but new combined cycle gas turbines provide all the capacity and generation necessary to meet the NYISO forecast.  In Scenario 2 the existing hydro capacity and generation stayed the same, new combined cycle gas turbines provide the peaking power and all the remaining capacity and generation necessary is provided by nuclear power.

My results showed that significant reductions are possible with these scenarios.  If nuclear and hydro stay the same and new CCGT is used to make up the capacity and energy necessary to match the NYISO forecast, then the emission projection is 70,301,856 tons of CO2 or 7,030,186 tons with 90% CCS controls.  This is an overestimate because the NYISO projection incorporates over-building wind and solar capacity that would not be necessary if conventional generating resources are used.  The second scenario in which nuclear is used for everything except peaking generation and CCGT is only used for peaking purposes is probably closer to a realistic estimate.  That scenario predicts that using fossil fuels solely for that purpose would produce 1,226,718  tons of CO2 and only 122,672 tons if 90% CCS was employed.  This also is an over-estimate because of the renewable over-building but the significantly lower emissions shows how effective nuclear power is for reducing emissions.

Relative Impacts

The nuclear/CCGT approach does not eliminate 100% of CO2 emissions.  However, New York GHG emissions are less than one half of one percent of global emissions and global emissions have been increasing on average by more than one half of one percent per year since 1990. Even Senator Parker acknowledges that this means  “at the end of the day  New York is not going to solve the climate crisis”. 

There is one other argument in favor of this pragmatic approach.  In short, New York’s impact on global warming is unmeasurable.  Table 9 (NY Emissions Analysis.xls “Warming Averted” tab) projects the amount of global warming “savings” for the projection scenarios and historical emissions.  The calculations are based on a Perplexity AI query “What is the expected change in global warming per ton of CO2 reduced”.  None of the emission scenarios for the projected warming predict measurable changes in global warming.

Table 9: Potential Warming Savings for Emission Scenarios and Historical Emissions

Conclusion

The purpose of this analysis is to show that a state-of-the-art combined cycle natural gas-fired turbine is so efficient that it has significantly lower CO2 emissions than existing fossil-fired units in New York.  If a cost-effective carbon capture and sequestration system could be added to those facilities the emissions are reduced much more.  When combined with nuclear power for baseload electric power, there are advantages to using a system with combined cycle gas turbines when compared to using a system based on using wind, solar, and energy storage.  The energy density of wind and solar energy is so low and the resource intermittency so variable hat no electric system relying on those resources for most of its energy can ever hope to provide reliable electricity. The low energy density requires a massive buildout of transmission, and an intermittent weather-dependent system requires an unproven dispatchable emissions-free resource.  The nuclear/CCGT approach resolves those challenges.  When the potential effects of New York emissions on global warming are considered, it is apparent that zero emissions mandates do not provide any measurable benefits.

The negligible relative impacts of New York emissions does not mean that we should do nothing, but it does suggest that strategies that do not go to zero should not be rejected.  That is especially true if those strategies can be implemented for a fraction of the cost of the current plan.  In addition, the emissions from combined cycle gas turbines used to replace existing generation would not meaningfully contribute to global warming but their continued use not only reduces emissions over historical levels but also resolves reliability challenges that must be addressed if zero emissions are mandated.  The concept of natural gas as a bridge fuel for even lower emission alternatives is a pragmatic approach.

NY State Senate Energy and Telecommunications Committee Meeting 18 March 2025

On March 18, 2025 Senator Mattera invited Richard Ellenbogen to Albany to address the NY State Senate Energy & Telecommunications Committee regarding NY State’s energy situation.  This article describes the presentation and documents meeting materials and follow up information.

Ellenbogen is the President [BIO] of Allied Converters and frequently copies me on emails that address various issues associated with the New York Climate Leadership and Community Protection Act (Climate Act). I have published other articles by Ellenbogen including a description of his keynote address to the Business Council of New York 2023 Renewable Energy Conference Energy titled: “Energy on Demand as the Life Blood of Business and Entrepreneurship in the State -video here:  Why NY State Must Rethink Its Energy Plan and Ten Suggestions to Help Fix the Problems”. He is an engineer who truly cares about the environment and is an early adopter of renewable technologies at both his home and business.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  It includes an interim reduction target of a 40% GHG reduction by 2030. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.”  After a year-long review, the Scoping Plan was finalized at the end of 2022.  Since then, the State has been trying to implement the Scoping Plan recommendations through regulations, proceedings, and legislation. 

Senate Energy and Telecommunications Committee Meeting

On March 18, 2025 Senator Mattera invited Richard Ellenbogen to Albany to address the NY State Senate Energy & Telecommunications Committee regarding NY State’s energy situation.  Senator Parker, the committee chair, was extremely gracious and essentially gave him an unlimited amount of time to describe his thoughts on utility decarbonization using existing technologies.  There is a video of the hearing available.   Ellenbogen’s presentation starts at 12:40.

Senator Parker has shown signs of pragmatism regarding the implementation of the Climate Act.  During the 2023 budget process he co-sponsored a bill to modify the Climate Act to use the 100-year global warming potential (GWP) that the Environmental Protection Agency and the Intergovernmental Panel on Climate Change use instead of the 20-year GWP mandated by the Climate Act.  The only reason to use the 20-year GWP is the irrational belief that methane is a significant threat to global climate.  New York’s environmental community went ballistic calling the proposed revision an attempt to gut the Climate Act.  The proposal was quietly withdrawn in response to the pressure.  Frankly, I thought that experience would mean that Ellenbogen’s presentation on the heretical idea that using natural-gas fired combined cycle combustion turbines with carbon capture (that can get a 90% CO2 reduction but not reach zero emissions) would be given short shrift but it wasn’t.

Ellenbogen Presentation

Ellenbogen referred to a handout during his presentation and the full version of the document is available.  He also referenced recent comments on  utility system decarbonization 15-e-0302 that provide more background information.  The remainder of this section describes highlights of the hearing with links to the video for each highlight.

Ellenbogen’s presentation started with a description of his background.  As noted in the introduction he has a proven record of reducing GHG emissions, waste reductions, and energy efficiency deployment at both his home and manufacturing facility.  He emphasized that his strategies reduced emissions significantly but did not eliminate them entirely so his efforts would not be enough to meet Climate Act mandates.

Ellenbogen made the point that the Climate Act authors placed too much reliance on Academic “Science”.  He gave an example describing how the emphasis on methane is misplaced.  I agree that the methane obsession in the Climate Act is irrational.

Ellenbogen offered to discuss his concerns about the results of Ignoring science during his summary of the problem.  His personal decarbonization experience made him aware of logistical issues so the labor and supply chain that are delaying the Climate Act strategies were no surprise to him.  He argues that physics makes the reliance on wind and solar an impossible proposition.  He has explained to me that the energy density of wind and solar energy is too low and the resource intermittency too variable to ever support a reliable electric system relying on those resources

Ellenbogen says that one of the huge issues is New York’s existing fossil load.  He described the following chart explaining that the first column is the load in 2019.  If we were to electrify everything you would get the second column because many of the electric technologies are more efficient.  The problem is that without energy storage the system breaks down.  The third column shows the energy storage in the NYSERDA report New York’s 6 GW Energy Storage Roadmap: Policy Options for Continued Growth in Energy Storage.  Column D lists the state plan for renewables in 2035.   The point of the graph is that the projected renewables do not come anywhere near what is needed.

Ellenbogen’s presentation argued that there is a better way that “adheres to reality”.  He believes that repowering existing power plants with combined cycle gas turbines gives a carbon reduction of “30 to 40%.”  Replacing the old units reduces emissions, decreases reliability risks because the old units are so old that they are more likely to fail, and because the combined cycle plants are more efficient, they would burn less fuel to produce the same amount of electricity.

Note: I will eventually publish a post describing my supplemental emissions analysis of this proposal. For this article note that when I evaluated 2020 emissions and I found that if 45 existing New York fossil-fired units were replaced by state-of-the-art combined cycle natural gas fired combustion turbines, annual emissions would be reduced 16%. My results are lower than the Ellenbogen presentation because I did not account for the improved efficiency and resulting lower fuel use that would reduce emissions more.  Ellenbogen’s email description of the analysis provides background information until I do a detailed post on emissions.

Questions

I am not going to address all the questions and issues that were raised during the presentation.  The following are some highlights.

Senator Parker had questions about methane.  Ellenbogen responded that the emphasis on methane reductions is misleading because recent analysis shows that anthropogenic activities are not the primary source of methane in the atmosphere.   Consequently, reducing natural gas in New York is not going to significantly affect potential global warming.

 There was a cost discussion. Ellenbogen did not respond to the issues raised during the presentation because he needed to review recent information.  He did respond to the questions in a follow-up letter that referenced a Central Hudson response to a rate case question about the costs of the Climate Act.  It has been my experience that every issue I have looked at is more complicated than it appears at first glance.  Such is the case with the Central Hudson $4.269 trillion cost estimate based on the Scoping Plan.  Suffice to say here that there is a lot of uncertainty associated with that figure.  I have addressed some of the affordability problems recently but will explain the issues associated with the Scoping Plan cost estimates some other time.

I want to discuss is the comment by Parker that the state will not be repealing the Climate Act.  He asked Ellenbogen what we can do to make it successful.  Ellenbogen responded that we need to broaden the terms to overcome physics reality.  He explained that the energy density of wind and solar is insufficient for what is needed.  Intermittency is another issue because it needs over-building and storage.  Ellenbogen’s recommendation is for a non-zero alternative because it is energy-dense and dispatchable.  There still are significant reductions but reliability risks are eliminated.

Parker said he would need to see the difference between the various options described.  We know  existing emissions levels but he also wants to see the improvements due to more efficient combined cycle units and the improvements if carbon capture is added to that.  The analysis of mine described earlier was prepared to directly respond to these questions.

When Ellenbogen was asked for recommendations going forward, he said “We have to be realistic” because the reality is that physics and math limit what can be done for the transition.  That leads to his recommendation to pursue combined cycle combustion turbines with carbon capture until other proven zero-emissions technologies like nuclear can be deployed.

Parker re-iterated his request for emission numbers and noted that the timeline may have to shift to accommodate numbers and physics.  He admitted that we are not on track for a variety of reasons.  More importantly he also said that  at the end of the day NY is not going to solve the climate crisis but we can still provide leadership.

Discussion

Ellenbogen’s recommendation is a pragmatic solution that I support.  Unfortunately, there was no one at this hearing who was aware of the recent history of re-powering proposals for combined cycle natural gas plants and relevant nuances of the Climate Act that make this approach a tough sell.

For example, at one point Senator Parker stated that if there are companies out there that want to submit proposals for combined cycle plants, they should submit proposals.  The problem is that three repowering project applications have all been rejected or withdrawn since the Climate Act passed.  The Danskhammer Energy Center proposed a replacement gas-fired combined-cycle combustion turbine but DEC denied the permit  stating that “The proposed project would be inconsistent with or would interfere with the statewide greenhouse gas emissions limits established in the Climate Act.”  Although not a combined cycle proposal, NRG Energy proposed replacing their old units with modern units but the DEC decision letter claimed that “the Project would be inconsistent with or would interfere with the attainment of the Statewide greenhouse gas (GHG) emission limits established in Article 75 of the Environmental Conservation Law (ECL)”.  A subsidiary of Eastern Generation LLC proposed to repower their old turbines at Gowanus and Narrows with modern simple cycle turbines.  As far as I could tell everyone at this hearing understood the benefits of replacing old with new and trying to avoid stranding the investments.  This development was for barge mounted turbines.  Once it was clear that they could be replaced with something consistent with the Climate Act they could have been moved elsewhere but the company withdrew their application because of DEC’s position on consistency with the Climate Act.

There also is a problem with the recommendation to capture the carbon.  My reading of the Climate Law is that it prohibits the use of carbon capture and sequestration for an electric generating unit.  The references to sequestration in the law are associated with the definition of “Greenhouse gas emission offset projects” that includes the following project: carbon capture and sequestration.  Section 75-0109 “Promulgation of regulations to achieve statewide greenhouse gas emissions reductions (4. a.)” states that “The department may establish an alternative compliance mechanism to be used by sources subject to greenhouse gas emissions limits to achieve net zero emissions.”  However, carbon capture and sequestration at electric units is expressly prohibited in § 75-0109, (4,f) “Sources in the electric generation sector shall not be eligible to participate in such mechanism.”

Conclusion

I was very encouraged by the meeting.  Senator Parker’s admission that there are implementation issues and course corrections are necessary is refreshing because most of his colleagues have not shown any departure from the orthodoxy.  At one point during the meeting Senator Mattera and Senator Parker agreed on the need to be more flexible which Richard Ellenbogen notes is the equivalent of seeing a Unicorn.  All this suggests that there might be support for a course correction of the Climate Act.

Nonetheless, I want to point out that at the end of the meeting Ellenbogen left a gift for Albany – a wand in a glass case with a note saying  in case of a blackout break glass.  A magical solution still may be the last hope.

Implication of Assessment of Extreme Renewable Resource Lulls

Note: A version of this article was posted at Watts Up With That

I am convinced that implementation of the New York Climate Leadership & Community Protection Act (Climate Act) could have devastating impacts on New York residents as long if proponents ignore lessons that could be learned elsewhere and continue down the current path.  This post describes work done in Great Britain that has direct bearing on New York’s implementation plans and shows we need to re-think the tradeoffs of Climate Act implementation.

I believe that implementation of the Climate Act net-zero mandates will do more harm than good if the future electric system relies only on wind, solar, and energy storage because of reliability and affordability risks.  I have followed the Climate Act since it was first proposed, submitted comments on the Climate Act implementation plan, and have written over 500 articles about New York’s net-zero transition.  The opinions expressed in this article do not reflect the position of any of my previous employers or any other organization I have been associated with, these comments are mine alone.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  It includes an interim reduction target of a 40% GHG reduction by 2030. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.”  After a year-long review, the Scoping Plan was finalized at the end of 2022.  Since then, the State has been trying to implement the Scoping Plan recommendations through regulations, proceedings, and legislation.  Recently, the State initiated the State Energy Plan process to update it to be consistent with the Climate Act.  It is not clear whether this proceeding will consider stakeholder comments that were ignored during the Scoping Plan process.

Renewable Resource Lulls

The Scoping Plan, Integration Analysis, New York Independent System Operator (NYISO), New York Department of Public Service, the New York State Reliability Council, and others all have noted that a new category of generating resources called Dispatchable Emissions-Free Resources (DEFR) is necessary to keep the lights on during periods of extended low wind and solar resource availability.  The frequency, duration, and intensity of wind and solar availability gaps must be known to properly plan to provide the generation, storage, and DEFR resources necessary to maintain reliable service.  Analyses done by the New York State Reliability Council Extreme Weather Working Group have shown that extended periods of low wind and solar resource availability will be challenging for the future New York electric system. 

On December 24, 2024 I submitted testimony for the December 18, 2024, Assembly Standing Committee on Energy Public Hearing regarding NYSERDA Spending and Program Review. I noted that the biggest feasibility challenge is the identified “gap” when wind and solar resources are low for long periods.  As one example of appropriate feasibility funding, I recommend analyzing the variability in low wind and solar resource availability.  The characteristics of the resource gaps must be quantified not only for New York but also for adjoining regional systems presuming that they also transition to an electric system with a similar reliance on wind and solar.

The Independent System Operator of New England (ISO-NE) Operational Impact of Extreme Weather Events  completed an analysis that addresses this need for New England.  The study evaluated 1-, 5-, and 21-day extreme cold and hot events using a database covering 1950 to 2021. The results found that the system risk or “the aggregated unavailable supply plus the exceptional demand” during an event increased as the lookback period increased.  If the resource adequacy planning for New England only looked at the last ten years, then the system risk would be 8,714 MW, but over the whole period of record, the worst system risk was 9,160 MW which represents a resource increase of 5.1%.  This means that the low renewable resource analysis should cover as long a period as possible to determine the longest period of exceptional demand and low renewable resources.

Great Britain Renewable Assessment

David Turver blogs about energy issues in Great Britain. In an October 2023 post  he describes a report from the Climate Change Committee (CCC),  their equivalent to New York’s Climate Action Council. He explains that the Royal Society (RS) Large Scale Electricity Storage report authored by Professor Chris Llewellyn-Smith claims that Great Britain can meet its demand for electricity with wind and solar, supported by large-scale hydrogen storage.  Large-scale hydrogen storage is the placeholder DEFR technology in the Scoping Plan, so this analysis is directly applicable to New York’s DEFR resource issue.

Turver argues that the report is deeply flawed. Among his concerns are the following:

They begin by assuming that electricity demand will be 570TWh in 2050 which represents roughly halving the energy demand across residential, transport and industrial and commercial categories. The evidence from Our World in Data shows that rich economies require high energy consumption to thrive. There are no rich countries with low energy consumption and those countries that have reduced energy consumption have grown more slowly, or even shrunk. The first extraordinary claim of low energy consumption fails because the evidence shows that if we allow that to happen, we will be much poorer.

The report then goes on to assume that the profile of electricity demand will be the same as today. However, as we move from gas to electricity to heat our homes and offices, the winter surge in electricity demand will be further exaggerated. Moreover, demand will change from year to year such as during the cold winter in 2010 that also coincided with a calm period when we would have generated much less renewable electricity. These variations in demand profile will lead to more generation capacity and an even bigger energy store than RS assumes, pushing up costs.

He goes on to argue that there are other flaws.  the report assumes unrealistic load factors for both onshore and offshore wind. It underestimates the amount of offshore wind needed and goes on to assume efficiencies and costs for hydrogen electrolysers, storage, and generation that do not stand up to scrutiny.  He also points out that the economic assumptions are flawed. 

He describes the “main positive aspect of the report”:

The thing that stands out most is the painstaking analysis that has been conducted to understand the very significant changes in the weather that occur on yearly and decadal timescales. They analysed wind and solar records over 37 years to estimate the level of variation we might expect from wind power.

In a recent article Turver includes a graphic that shows this issue using the 37 year database.

The analysis of 37 years is longer than anything done to date for New York.  He also points out an aspect of DEFR that relies on hydrogen storage that I had not considered previously.  It is not just the annual worst-case episode but there can be multi-year issues:

They found that we can sometimes have several consecutive years where the wind speed is lower than average. This means that if we are to have a grid powered solely by wind, solar and storage, then we need to build up massive stores of energy in the windy years to be used in the calmer years. They conclude that to consistently deliver their 570TWh of electricity each year, we would need 123TWh of hydrogen storage. Some of that hydrogen may have to be stored for a decade or more before it is used.

He also points out that the requirement for decadal storage is another flaw for any DEFR backup resource:

This has important implications for the economics of storage and effectively rules out batteries as the storage medium. Who would want to spend millions on building a battery or hydrogen storage cavern, even more to fill it and maintain it, yet not see any revenue from it for years after it was completed?

DEFR Backup Reliability Risk

Turver’s article raises the ultimate reliability risk for a weather-dependent electric system.  Today’s electric system resource planners for a conventional system base the amount of capacity that they think will be needed based on decades of observations of the fallibility of power plants.  The result is that they know the probability there will be a shortage of available capacity to meet load when the installed reserve system capacity margin is a fixed percentage of the expected load very well.  In New York State the installed reserve margin to meet the accepted probability of a loss of load expectation of an outage no more than once in ten years reliability metric is around 20%.

A fundamental observation is that there is no expectation that the failure of conventional power plants will be correlated.  We do not expect that many will fail at the same time.  That in turn means that even if we decided to set the reliability metric based on a one in thirty-year probability that there would not be much of an increase in the installed reserve margin.

That all changes when the electric system transitions to one dependent upon wind and solar weather-dependent resources.  We know that solar energy is zero and night and much lower in the winter.  Similarly, we know that wind energy is much lower in a high-pressure system, and that those systems are huge and cover all Great Britain and much of western Europe or eastern North America at the same time.  Exacerbating the problem is the fact that those conditions are associated with the hottest and coldest episodes with the greatest expected electric loads.

Turver’s post shows that looking at one year is absurd.  Not looking at the worst year on record is nearly as bad: “They used 1987 as a 1-in-20 year stress test, when they admit that 2010 was a 1-in-50 year event”.  The insurmountable problem is that we know that if an even longer period of record was used there would very likely be an even worse event.  Instead of the confidence in the current planning process that increasing the lookback period will not markedly change the resources needed for the worst case, relying on weather-dependent resources means that inevitably there will be a period of extreme weather that exceeds the planning criteria chosen and the expected resources based on those criteria.  The costs to provide DEFR backup support will be extraordinary and building excess capacity for a very rare event will significantly add to those costs.  This trade-off means that eventually there will be a catastrophic blackout when the load exceeds the storage capacity.

Conclusion

Turver’s articles are further evidence of the DEFR “gap” problems for any electric system that relies upon weather-dependent renewable resources.  The first problem is that you have to determine how much DEFR capacity is needed using as long record as possible.  The second problem is that there is no commercially available DEFR technology that is available to deploy for the aspirational Climate Act targets.  Thirdly, until a DEFR strategy is proposed we have no idea how much this will all cost so any claims that the Climate Act will be “affordable” are incomplete.  Finally, there is the insurmountable weather-related probability that eventually there will be a unusual set of weather conditions and load requirements that exceed the DEFR resources deployed. 

To sum up: we know that a new resource will be needed, we don’t know how much, what it will be, how much it will cost, and that whatever we do eventually it won’t be enough so people will die in a catastrophic blackout.  This is insanity.

JP Morgan Energy Study and the Climate Act

Energy Bad Boys Isaac Orr and Mitch Rolling describe nine takeaways in the JP Morgan Chase 15th Annual Energy Paper that provide more reasons why the New York net-zero transition should be paused. 

I am convinced that implementation of the New York Climate Act net-zero mandates will do more harm than good if the future electric system relies only on wind, solar, and energy storage because of reliability and affordability risks.  I have followed the Climate Act since it was first proposed, submitted comments on the Climate Act implementation plan, and have written over 500 articles about New York’s net-zero transition.  The opinions expressed in this article do not reflect the position of any of my previous employers or any other organization I have been associated with, these comments are mine alone.

Background

The Climate Leadership & Community Protection Act (Climate Act) established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.” The Integration Analysis prepared by the New York State Energy Research and Development Authority (NYSERDA) and its consultants quantified the impact of the electrification strategies.  After a year-long review, the Scoping Plan was finalized at the end of 2022.

Orr and Rolling introduce their post:

On March 4th, JP Morgan Chase released its 15th Annual Energy Paper (hereinafter “JPMC”). The report, written by Michael Cembalest, is a 55-page analysis with hundreds of graphs and charts on the state of the energy industry.  It spans most aspects of the energy industry, discussing costs for wind and solar, conventional fuels, electrification and heat pump adoption, a status update on the deindustrialization of Europe, and the use of green hydrogen.

I am documenting  reasons to pause the Climate Act and this article explains how the takeaways are relevant to the Climate Act implementation and why the findings are more reasons to pause the Climate Act implementation until the issues raised are resolved.

Takeaways

Wind and solar prices continue to rise. 

According to the JP Morgan Chase Report, power purchase agreement (PPAs) prices for wind have more than doubled since 2019, and solar PPAs are near $60 per megawatt hour.  Prices are rising due to US tariffs on Chinese solar panels, a tripling of insurance premiums in MISO, ERCOT, and SPP due to weather events, supply/demand gaps due to permitting delays, higher interest rates, and increased corporate demand for green power. Keep in mind that PPAs almost always show the subsidized cost of an energy source, so in reality, the cost of these resources is even higher.

The Scoping Plan was based on the Integration Analysis quantitative assessment of emission reduction strategies and cost estimates.  The Integration Analysis included projections starting in 2020.  I believe that the cost projections for wind and solar were projected to decrease and here is evidence that is not happening.  It is time to verify that the projections in the Scoping Plan are tracking with reality. 

Battery costs are coming down

Battery storage prices are falling again after a price spike in 2022. According to Energy Storage News, the main drivers of the fall are cell manufacturing overcapacity, economies of scale, low metal and component prices, a slowdown in the EV market, and increased adoption of lithium iron phosphate (LFP) batteries, which are cheaper than nickel manganese cobalt (NMC) batteries.

On the face of it this is good news.  However, the costs are still extraordinarily high.  The Scoping Plan needs to be re-assessed to determine consistency with the cost observations and whether the main drivers in the cost decreases will continue to lower prices.  Most importantly, there must be an honest assessment of the battery price point that makes battery energy storage “affordable”.

US Transmission Line Growth is far below DOE Targets

The JPMC report notes that annual additions of transmission lines are far, far below the levels envisioned by the Biden Administration’s Department of Energy, as you can see in the graph below.

I do not know where New York transmission line growth stands relative to the needs of the Climate Act.  The status of the buildout relative to the Scoping Plan needs to be assessed to determine if the Climate Act schedule is achievable.

Wind and solar do not replace reliable capacity

The JPMC report acknowledge just how ineffective wind and solar are at reducing our dependency on dispatchable generators.  The graph below from the report shows that for every megawatt of wind or solar installed in various regions, it only offsets 10 to 20 percent of gas capacity.

Making the numbers easier to understand, installing 10 MW of wind or solar in MISO would only offset the need for natural gas capacity by 2 MW. In the Southeast, adding 10 MW of wind or solar would only offset the need for 1 MW.

Adding 10 MW wind or solar in New York would only offset the need for natural gas capacity by a little over 1 MW.  I do not believe that the Integration Analysis modeling incorporates this observed effect.  There are clear implications for the Climate Act transition of this observed effect.

MISO and PJM Are Concerned About Reliability

MISO continues to see its reserve margin dwindle as its margin for error sits at just four percent. The JPMC report notes MISO’s warnings of “serious challenges to grid reliability due to increased exposure to wind/solar intermittency, having averted a capacity shortfall in 2023 only due to postponement of planned thermal capacity retirements.”

The post also includes a figure showing the risks for different regional transmission operators.

Fortunately, New York’s strong commitment to reliability means that there is a low likelihood of electricity supply shortfall assuming that the Progressive politicians keep their paws off the electric sector.  Nonetheless, the Scoping Plan presumes significant imports from outside new York and this result indicates that those imports may not be available.  This risk should be evaluated.

Fossil Fuels, Nuclear, and Hydro Power U.S. Data Centers

The JPMC report notes, “Hyperscalers will probably have to walk back green power commitments and run data centers primarily on natural gas, as they have been. The pie chart shows power consumption of US data centers based on their respective locations, their MW of maximum power consumption and the grid mix in that state.”

Projections for New York load also show increases.  The plans for the proposed Micron chip fab plant that will add load equivalent to the load of New Hampshire and Vermont call for the use of renewables.  This major source of load was not included in the Scoping Plan and needs to be considered in a reassessment.

High Electricity Prices Impede Electrification

Wind and solar advocates argue we must rapidly “electrify everything” by using electric vehicles and converting our home heating systems from natural gas, propane, or fuel oil to electric heat pumps. The problem? Doing so costs much more than using natural gas to keep warm in winter.

The JPMC report states:

“The high cost of electricity compared to natural gas (particularly in places without a carbon tax) is another impediment to electrification that is not easy to solve since this ratio reflects relative total costs of production and distribution.”

Natural gas remains much more affordable than using electricity for home heating in states throughout the country, and even heating oil and propane are more affordable than electricity on a nationwide basis.

The high cost of electricity versus natural gas is a major hinderance to converting to heat pumps.  The Scoping Plan presumption that New Yorkers would willing convert to a more expensive, less resilient, and likely less comfortable source of heating is not likely to occur.  How will this affect implementation?

Green Deindustrialization Continues Apace in Europe

The JPMC report notes: “Europe is the world leader with respect to the pace of decarbonization. However, Europe is paying a steep price for this transition. Its energy prices have risen from 2x to 4x US levels, and its residential electricity prices are now 5x-7x higher than in China and India.

The report also touched on Germany’s coming EnergieweimarDespite Deutschland’s heavy investments in wind and solar, the country has become a net importer of electricity. Long story short, installed power capacity continues to rise but actual generation is falling. The same story is unfolding in the United Kingdom.

The Scoping Plan claims that special carve outs and concessions to energy intensive and trade exposed industries will keep them viable in New York.  The results in the UK and Germany indicate otherwise.  The State needs to reassess these impacts.

Grim Realities for the Green Hydrogen Hype Train

Despite heavy subsidies and much hype, the so-called green hydrogen industry is floundering. Quarterly mentions of hydrogen project delays and cancelations are skyrocketing in the news and in company disclosures.

The report included this quote, with the caveat that it somewhat exaggerates the plight of green hydrogen:

“Electrolyzers, which do not exist, are supposed to use surplus electricity, which does not exist, to feed hydrogen into a network that does not exist in order to operate power plants that do not exist. Alternatively, the hydrogen is to be transported via ships and harbors, which do not exist, from supplier countries, which – you guessed it – also do not exist.”

According to the report:

“Hydrogen has an “original sin” problem: early estimates of lectrolier costs were too low. It started with an influential IRENA paper in 2020 estimating electrolyzer costs at $750 per kW. The European Energy Transitions Commission now concedes that costs are far higher, at least when sourced from Western manufacturers; the latest estimates for 2024 range from $2,100 to $3,200 per kW. This revised assessment had led to a 5x increase in Western 2030 electrolyzer cost projections from BNEF and the Hydrogen Council relative to initial projections.”

This quote pretty much sums up the “energy transition.” Boosters of unproven and expensive technologies assure us that their preferred energy sources are already cheaper, or will soon be much cheaper, than the reliable, affordable technologies we already use. Within a few years, the promises fail to materialize, and they move on to some other unicorn technology, and the hype cycle repeats itself.

A key reason for the problems plaguing green hydrogen is the cost. Even after assuming optimal electrolyzer utilization rates (which won’t materialize in the real world if they are, in fact, powered by wind and solar), the cost is still massive. In Texas, green hydrogen production is around $6.50 per kilogram (kg). In New York, the cost is around $7.50 per kg.

It takes approximately 7.4 kg of hydrogen to produce 1 million British thermal units (MMBtu) of energy, and it takes 10 MMBtus to produce one megawatt hour (MWh) of electricity in a combustion turbine power plant. This means the fuel cost of green hydrogen is approximately $481/MWh in Texas and $555/MWh in New York. At that price, it’s no wonder the industry is hitting hard times.

The Scoping Plan placeholder technology for the dispatchable emissions-free resource (DEFR) acknowledged as necessary is green hydrogen.  These results show that the “solution” is unlikely to be viable. The fundamental problem is that the wind, solar, and energy storage approach envisioned in the Scoping Plan will only work if DEFR is developed and deployed. In my opinion, the most promising DEFR backup technology is nuclear generation because it is the only candidate resource that is technologically ready, can be expanded as needed, and does not suffer from limitations of the Second Law of Thermodynamics. If the only viable DEFR solution is nuclear, then renewables cannot be implemented without it.  But nuclear can replace renewables, eliminating the need for a massive DEFR backup resource.  It is obviously prudent to pause renewable development until DEFR feasibility is proven because nuclear generation may be the only viable path to zero emissions

Conclusion

Orr and Rolling conclude:

There is a lot to digest in the report, but the long and short of it is that the so-called energy transition is hitting the brick wall of reality. Let’s hope policymakers come to their senses and end the subsidies for wind and solar so we can get back to rational energy policies.

I hope that the brick wall of reality reaches New York. I believe the best way to ensure that policymakers come to their senses is to pause the program and reevaluate the presumptions and projections.

Renewables are Cheaper Because of Fuel Volatility

I have run into a couple of instances where New York Climate Leadership & Community Protection Act (Climate Act) proponents have claimed that renewable energy development can reduce costs.  This article responds to the argument that reduced fuel price volatility will make renewables cheaper.

I am convinced that implementation of the New York Climate Act net-zero mandates will do more harm than good if the future electric system relies only on wind, solar, and energy storage because of reliability and affordability risks.  I have followed the Climate Act since it was first proposed, submitted comments on the Climate Act implementation plan, and have written over 500 articles about New York’s net-zero transition.  The opinions expressed in this article do not reflect the position of any of my previous employers or any other organization I have been associated with, these comments are mine alone.

Renewable Energy Can Reduce Costs

I am disappointed that the renewable energy can reduce costs claim has made it into the New York State Energy Plan process.  The Energy Plan is “a comprehensive roadmap to build a clean, resilient, and affordable energy system for all New Yorkers”.  When the Energy Planning Board met on March 3, 2025 to adopt the scope for the state energy plan the claim was mentioned.  One item on the agenda was a discussion of the “planned approach for techno-economic pathways analysis”.  This is the analysis work whereby the state agencies and their consultants will “prove” the pre-conceived notion that the Climate Act net-zero transition concocted by politicians will work. 

The presentation by Jeff Freedman from the Atmospheric Sciences Research Center, University at Albany, Albany, New York included the following slide that makes the claim that renewable energy can reduce costs. One characteristic of the New York State Energy Research & Development Authority (NYSERDA) documentation for the implementation plan is inadequate documentation, so it is not surprising that the justification for the claim is not readily available.

Table 6-1 was in New York State Climate Impacts Assessment Chapter 06: Energy.  That chapter does not address renewable energy costs specifically.  I searched for references for costs in the chapter and found only one relevant reference on page 370:

Energy costs: Fossil fuel prices are increasingly volatile, largely because they are traded on global markets. In contrast, a power sector composed of large volumes of renewable resources that have no fuel costs could lead to less volatile energy bills due to the elimination of this driver of variability in energy costs. The presence of distributed resources amplifies this effect. Whether the costs of a clean power sector are lower than, comparable to, or higher than the status quo, they will be more predictable and less likely to create indirect costs that arise from unexpected price changes.

I am aware of one other instance where this rationale was mentioned.  The December 18, 2024 New York Assembly Committee on Energy public hearing enabled legislators to question NYSERDA and the New York State Department of Public Service (DPS) staff about Climate Act progress. When Jessica Waldorf, Chief of Staff & Director of Policy Implementation, DPS was asked what impact Climate Act GHG emission reductions would have given that New York emissions are smaller than the observed annual increases in global GHG emissions. Waldorf said that there are other reasons “to build renewable energy resources in New York that are not just related to emissions.”  She gave two reasons: energy security and price volatility. 

The other thing I would say about energy security is price volatility.  Customers are beholden to the whims of the fossil fuel industry and the up and down markets that we see from fossil fuels.  Localizing our energy production and renewables allows us for price stability.  That is definitely a benefit of building resources here. 

The presumption in this article is that the basis of these claims that renewable energy will be cheaper and less volatile is that a renewable energy dependent electric system will have less unstable fuel costs resulting in cheaper and more secure energy.  This in turn is based on two presumptions: fuel prices are volatile because of global markets and renewables would eliminate this cost driver.

Fuel Volatility

The US Energy Information Administration (EIA) noted in June 2024 that fossil fuel price volatility has shown significant changes over time, with recent years experiencing particularly high levels of volatility: “In 2022, natural gas price volatility reached extreme levels, with historical volatility peaking at 171% in February 2022, the highest since at least 1994.”  Note that EIA is only discussing natural gas volatility which has become a much larger electric generating fuel source in recent years.  In my opinion, the increasing reliance on a single fuel could be the fundamental reason for the observed increase in volatility.

In any case, the New York agency global market argument picks just one driver for fuel price volatility.  The EIA  gave other reasons for natural gas variability in August 2022:

Increased uncertainty about market conditions that affect natural gas supply and demand can result in high price volatility. Events that have contributed to changing market conditions include:

  • Production freeze-offs
  • Storms
  • Unplanned pipeline maintenance and outages
  • Significant departures from normal weather
  • Changes in inventory levels
  • Availability of substitute fuels
  • Changes in imports or exports
  • Other sudden changes in demand

U.S. natural gas prices are typically more volatile during the first quarter of a year because of the fluctuating demand for natural gas for space heating as weather changes. Factors that contributed to heightened volatility in the first three months of this year include:

Of the eight events that contribute to changing market conditions and fuel volatility is the only one is related to global market conditions.

Jurisdictional Proof

When I get around to submitting a comment on the weakness of this argument, I intend to demand that the proponents of the Climate Act offer an example of a jurisdiction where the electric system has become reliant on wind and solar renewable generation and consumer costs have gone down because the fuel volatility has decreased.  To my knowledge, all jurisdictions have seen consumer cost increases. 

I used Perplexity AI to research electric energy prices as a function of wind and solar deployment.  My experience showed the weaknesses of AI research.  The response to the question whether consumers in any jurisdiction have seen decreased costs when transitioning their electric system to rely on wind and solar claimed that it was true.  The response said: “This trend is driven by the rapidly declining costs of renewable energy technologies and their increasing cost-competitiveness compared to conventional fossil fuel sources.”  The reference cited was from Ember-Energy “a global energy think tank that accelerates the clean energy transition with data and policy” that can hardly be considered an unbiased source.  The response also does not address consumer rate costs.  It makes the mistaken claim that the cost of developing renewable technologies has little relation to the delivered cost of electricity to consumers. In the real world, the cost of storage to address intermittency, the cost of additional transmission support to address diffuse wind and solar, and the cost to provide the ancillary transmission support services not available from wind and solar, make renewables much more expensive than fossil fuels.   I was unable to frame a question that provided an answer that acknowledged that the costs necessary to provide consumers with reliable power made delivered renewable energy more expensive.

German Experience

However, if the claim is true then proponents should be able to point to jurisdictions where wind, solar, and energy storage have make electric prices cheaper.  The best example of the claim that renewable energy is cheaper because it reduces fuel volatility should be Germany.  Oil, coal and gas prices spiked in the immediate aftermath of Russia’s invasion of Ukraine and have been volatile ever since. Germany’s Energiewende is the country’s planned transition to a low-carbon, nuclear-free economy and is often cited as an example of what New York should do. Enerdata reports that “According to the German Federal Network Agency, the installed renewable power capacity in Germany increased by nearly 20 GW (+12%) to nearly 190 GW in 2024.” If the proponent’s claim is true then prices should be trending down.  However, since 2000, electricity prices for German households have risen by 116%, from 13.94 to 30.43 cents per kilowatt-hour in 2019 .  As of April 1, 2024, households with basic supplier contracts were paying around 46 cents per kilowatt-hour, making it “the most expensive option compared to other providers or special contracts” .

Another way to look at the claim is to compare electricity prices within the European Union.  I highly recommend  the Nemeth Report for its coverage of European energy issues. The post EU Action Plan for Affordable Energy  includes just such a comparison.  It quotes Ursula von der Leyen, President of the European Commission, as saying: “We’re driving energy prices down and competitiveness up. We have already significantly reduced energy prices in Europe by doubling down on renewables. “

However, the data in the following figure do not support her claim. 

The analysis states that:

Note that the household price average shows a large difference between EU countries that use coal, nuclear, and gas vs those that have focused on wind and solar. For example, as shown in the chart above, according to Statista, using 2023 data, Hungary’s electricity price was 9.68 Eurocents/kwh (50% of their electricity is from nuclear, 38% coal & gas) and Bulgaria which relies mostly on coal and nuclear was around 11 Eurocents/kwh, whereas Germany, which has “doubled down on renewables” (and closed down its nuclear), was the highest at 44.97 Eurocents/kwh and Denmark which has a small population and a whole lot of windmills was at 39.44 Eurocents/kwh! 

Data sources and the year of the data matters. Eurostat uses numbers from the first quarter of 2024 which reorder some of the countries but the overall argument, that countries that “doubled down on renewables” and made other poor choices of shutting down nuclear power plants and/or coal experienced higher prices, remains supported. 

Discussion

Roger Pielke, Jr recently posted an article about the politicization of expertise that is relevant here.  He argues that society needs to depend on the expertise of specialists in many fields – “Nobody knows enough to run the government”.  As a result, society needs all of us.  He explains that “We do not have to agree on everything, but we do have to work together”.  Then he points out that “In recent years, credential expertise—like many things—has become pathologically politicized.”         

Such is the case shown by the politicization of the Climate Act implementation led by NYSERDA.   Consider, for example, the presentation by Jeff Freedman to the Planning Board.  It is concerning on a couple of levels.  In the first place, the Planning Board is composed of agency heads and political appointees who for the most part do not have background and experience in the energy sector.  Freedman was presented as an expert from the energy sector whose claim that “renewable energy can reduce costs” was probably taken as the gospel.  However, his main research focus is on “renewable energy and atmospheric boundary layer (ABL) processes” so his bias is towards renewable energy virtues and he has no energy sector experience that qualifies him to make such a statement.  He was a spokesman because of his adherence to the narrative.

In the second place, the presentations at the meeting suggest that NYSERDA will follow the Scoping Plan approach in the stakeholder process for the Energy Plan.  The primary purpose of the meeting was to approve the final scope of the Energy Plan.  As was the case with the Climate Act Scoping Plan the NYSERDA response to stakeholder comments is to document the number of comments received by category and provide general descriptions of key themes and “responsive Scope revisions”.  My problem with this is that if anyone provides specific comments or raises specific issues with claims, there is no documentation that the submittal was addressed, and nothing included to respond to the issue raised.  For example, the claim that renewable energy can reduce costs was undocumented in Freedman’s presentation.  I have no doubts that NYSERDA will continue the charade that renewable energy can reduce costs and that costs of inaction are worse than the costs of action.  They have never responded to related issues raised and will continue to do so as long as they can get away with it.  In my opinion this is another instance of pathologically politicized expertise by NYSERDA because they are so arrogant that they don’t see any need to respond to stakeholder comments.

Conclusion

The biggest threat to Climate Act progress is the inevitable extraordinary cost of implementation.  The Hochul Administration has ducked the issue since the Climate Act was passed.  They can only hide reality for so long.  The question is whether the issues associated with the net-zero transition will be addressed before New York’s economy is severely compromised.

In the meantime, if you ever hear anyone say renewable energy can reduce costs, please ask them why German electric prices are so high or to cite an example of any jurisdiction that is transitioning their electric system that has reduced ratepayer bill costs when using the Climate Act strategy to rely wind, solar, and energy storage resources.

Net Zero Cure is Worse Than the Disease

David Turver supports my belief that New York’s Climate Leadership & Community Protection Act (Climate Act) is not in the best interests of New Yorkers.  The basis of his arguments is the unfolding disaster in Great Britain.  His post includes a video of a talk on the topic, copy of the slides, and the argument summary described below.

I am convinced that implementation of the Climate Act net-zero mandates will do more harm than good if the future electric system relies only on wind, solar, and energy storage because of reliability and affordability risks.  I have followed the Climate Act since it was first proposed, submitted comments on the Climate Act implementation plan, and have written over 500 articles about New York’s net-zero transition.  The opinions expressed in this post do not reflect the position of any of my previous employers or any other organization I have been associated with, these comments are mine alone.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  It includes an interim reduction target of a 40% GHG reduction by 2030. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.” The Scoping Plan was finalized at the end of 2022.  Since then, the State has been trying to implement the Scoping Plan recommendations through regulations, proceedings, and legislation. 

Net Zero Cure is Worse Than the Disease

Turver introduces his arguments by noting that climate change impacts are exaggerated:

Although people like Antonio Guterres have made the foolish claim we have entered the era of global boiling, we have to acknowledge that the world has warmed a bit since pre-industrial times. The alarmist response to this is Net Zero which is an example of a so-called mitigation strategy that calls for everyone to reduce their emissions of carbon dioxide to save the planet.

Earlier this year I quoted Richard Lindzen’s description of the made-up rationale: “In this complex multifactor system, what is the likelihood of the climate (which, itself, consists in many variables and not just globally averaged temperature anomaly) is controlled by this 2% perturbation in a single variable? Believing this is pretty close to believing in magic.” 

The following paragraph eviscerates the entire rationale of the Climate Act.  Turver explains that the mitigation can never work:

The trouble with this approach is that it can only work if two conditions are met. First, mitigation can only work if CO2 is the only climate control knob. But we know this to be wrong, because the IPCC’s first report showed marked temperature fluctuations over thousand-, ten thousand- and million-year timescales when CO2 levels in the atmosphere were pretty constant. Second, mitigation can only work if everyone else follows the same strategy. But we know that global emissions of greenhouse gases are rising sharply even though ours have fallen into insignificance. Global consumption of coal, oil and gas are at record levels. Neither condition is met, so the UK’s Net Zero mitigation strategy can never work.

Turver is as frustrated as I am about the impact of net zero policies like the Climate Act:

Nevertheless, this has not stopped politicians and policymakers rushing headlong into Net Zero policies that have resulted in the UK having the most expensive industrial electricity costs in the IEA, some 4X those of the US and 2.6X Korean prices. This is leading to energy austerity with UK primary energy consumption down 23% since 1990 while global energy consumption is up 72% over the same period. Our National Energy System Operator, NESO wants to double down on energy austerity and halve our energy consumption per capita from 2023 levels by 2050.

High energy prices coupled with energy austerity have led to economic stagnation. There is a strong correlation between reduced energy use and slow growth, with the EU27 and US growing faster than the UK because they have had smaller cuts to energy use. Korea, India China and the rest of the world are using much more energy and their economies are powering ahead.

I do not see any scenario where these impacts will not occur in New York.

The rationale for the Climate Act is that we have a problem, that it can be solved by reducing greenhouse gas emissions, and that there is an easy way to reduce emissions.  Turver describes the myths created to promote renewables:

Despite the obvious economic and social costs of Net Zero, a series of myths have been created to support the renewables agenda. They claim renewables are cheap, but we pay £11bn/yr in renewables subsidies, £2.5bn for grid balancing and a further £1bn for the capacity market. National Grid have announced £112bn in spending on grid expansion by 2035 which will also find its way on to our bills. Moreover, the cost of renewables is rising and projects like Norfolk Boreas and Hornsea Project Four have been cancelled because the developers cannot make money at the prices they agreed. Ed Miliband wants to spend £260-290bn by 2030 on his Clean Power plan to save only around £7bn/yr of the money we spend on gas-fired generation.

Turver explains that the ideologues pursuing these policies think that it will improve the economy:

The second myth is that Net Zero will create jobs and growth. But the truth is expensive energy costs are destroying high-productivity industries like chemicals, petrochemicals, ceramics and steel that are growing more slowly than the rest of the economy or outright shrinking. Instead we are growing less energy intensive low-productivity sectors that are damaging productivity and growth for the whole economy. Green energy jobs are destroying real jobs and cost around £250K/yr per job.

Turver describes another myth that has been used in New York:

The third myth is that renewables increase energy security. But intermittent sources like wind and solar can never deliver security because we cannot control the weather. As a result we came close to blackouts last month as NESO suffered a margin call. We cannot rely upon interconnectors either, because the Norwegian Government fell because of the impact interconnectors are having on their electricity prices.

The Climate Act mandates that all environmental impacts of fossil fuels be considered but pointedly ignores any consideration of wind and solar development impacts.  Turver notes that this is a common flaw:

Finally, it is claimed that wind and solar renewables are green and kind to the environment. But both have very high mineral intensity, meaning massive mines will be scarring the landscape to produce the copper, silver, cobalt and rare earth metals required. They also take up a lot of land, land that would be better utilised to grow food.

The Climate Act does include a requirement to consider adaptation.  Turver explains that adaptation is a superior strategy:

By contrast, adaptation is a far superior strategy. Deaths from natural disasters and weather events have fallen more than 10-fold over the past century as we have used cheap, abundant energy to tame nature. Global life expectancy has doubled since 1850 and cereal yields are up three times since 1961. These remarkable achievements have come despite, some might argue because of, the rise in temperatures and global CO2 levels.

In my opinion, New York short changes this strategy because at its root the Climate Act is a political tool.  Politicians passed the law to cater to specific constituencies but the opportunities to make money via adaptation are small. Given that there are no organized rallies organized by politically connected constituencies at the Capitol lobbying for adaptation policies this strategy is not a priority.

Turver concludes that nuclear power is the answer:

Turning now to the answer. For humanity to thrive, we need cheap, abundant and reliable energy. This will give us the surplus energy that we need to continue to adapt by building flood defences, improving irrigation developing new crop varieties and so on. Adaptation has the big advantage is that it works regardless of the cause of global warming or climate change. The only technology that is proven to work at scale is nuclear power. This will take time, so we need gas as a transition technology. Nuclear power has the added advantage of being energy dense, reliable and requires very little mining so has the smallest overall environmental footprint. We need nuclear power everywhere all at once.

I agree that developing nuclear power is a better choice.  His pragmatic approach to use natural gas as a bridge fuel used to be the accepted path forward.  The vilification of natural gas is based almost entirely upon emotion and precludes a strategy that has proven success.

Conclusion

Philosopher George Santayana, originally stated, “Those who cannot remember the past are condemned to repeat it”.  In this instance New York is ignoring what is currently happening with respect to the net-zero transition in Great Britain.  The consequences will be the same.  Turver concludes:

Net Zero is ineffective in achieving its primary goal and can never stop the weather changing. The impact of Net Zero policies is devastating for the economy and high productivity, energy intensive industries in particular. Renewables are not kind to the environment and the lies being told to promote them are untenable. The Net Zero cure is worse than the climate change disease.

Wind Blowing Somewhere Does Not Solve the Intermittency Problem

A version of this article was published at Watts Up With That

In October 2023 an article of mine was published that addressed the wind is always blowing somewhere fallacy used by green energy proponents to argue that large amounts of storage and any new dispatchable emissions-free resources are not necessary in a future electric system that relies on wind and solar generating resources.  I recently discovered the US Energy Information Administration Hourly Electric Grid Monitor that provides hourly net generation by energy source for the Lower 48 states.  This article describes 2024 energy source data with an emphasis on wind energy relative to the “wind is always blowing somewhere” claim.

I am convinced that implementation of the Climate Act net-zero mandates will do more harm than good if the future electric system relies only on wind, solar, and energy storage because of reliability and affordability risks.  I have followed the Climate Act since it was first proposed, submitted comments on the Climate Act implementation plan, and have written over 500 articles about New York’s net-zero transition.  The opinions expressed in this post do not reflect the position of any of my previous employers or any other organization I have been associated with, these comments are mine alone.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  Two targets address the electric sector: 70% of the electricity must come from renewable energy by 2030 and all electricity must be generated by “zero-emissions” resources by 2040. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.” The Scoping Plan was finalized at the end of 2022.  Schussler’s article is relevant because the Scoping Plan proposes to meet the zero-emissions mandate using wind, solar, and energy storage.  In 2040, the Scoping Plan projected that39% of the electric energy would be provided by wind generation and 30% by solar.

Wind Lulls

CAC member Dr. Robert Howarth claims that he played a key role in the drafting of the Climate Act and his statement  at the meeting where the Scoping Plan was approved claims that: ”A decade ago, Jacobson, I and others laid out a specific plan for New York (Jacobson et al. 2013). In that peer-reviewed analysis, we demonstrated that our State could rapidly move away from fossil fuels and instead be fueled completely by the power of the wind, the sun, and hydro. We further demonstrated that it could be done completely with technologies available at that time (a decade ago)”.  More recently, Mark Jacobsen of Stanford acknowledges that wind intermittency is a challenge but claims that it can be simply addressed by developing interconnections, a mix of renewable energy sources, including wind, water, and solar, and implementing energy storage solutions.  The question addressed here is the extent of the interconnections needed to get to the wind blowing somewhere from New York

In the real world most analysts are not claiming that there is a simple solution to extended periods of low wind and solar resources.  In September Parker Gallant noted that industrial wind turbines (IWT) in Ontario “show up at the party, almost always, after everyone has left” in a post that described poor performance of the province’s wind turbines over a five day period in September 2024.  I evaluated the performance of New York’s 2,454 wind turbine fleet and found that there was an hour when the total generation was 0.2 MW during this September event.  David Theilen directly addressed the wind is always blowing somewhere argument with this graph using data from the US Energy Information Administration Hourly Electric Grid Monitor.

Figure 1: US Energy Information Administration Hourly Electric Grid Monitor December 2024

EIA data

I used the data dashboard at the US Energy Information Administration Hourly Electric Grid Monitor as the source of the hourly 2024 generation by energy source data used in this analysis.  EIA notes that this is “Hourly total net generation and net generation by energy source for the Lower 48 states.”   The settings widget enables a user to change the time and period albeit hourly data are only available for up to 31 days, so I had to import data by month.  There is another issue.  January generation categories included Wind, Solar, Hydro, Unknown, Other, Petroleum, Natural Gas, Coal, and Nuclear.  December generation categories changed to Battery storage, Solar with integrated battery storage, Pumped storage, Unknown energy storage, Wind, Solar, Hydro, Unknown, Other, Petroleum, Natural Gas, Coal, and Nuclear.  I made no attempt to account for the different categories when I downloaded the data.

Figure 2: US Energy Information Administration Hourly Electric Grid Monitor

I wanted to show the installed capacity for the different energy sources but I was only able to find EIA values for solar – 107,400 MW.  Figure 3 shows the Maximum Hourly Generation (MW) in 2024 for the primary energy source categories that gives an idea how much capacity is installed for each energy source.  Note the maximum solar is 75% of the EIA installed capacity.  I expect the percentage of installed wind relative to the observed maximum hourly MW would be even less.

Figure 3: US Energy Information Administration Hourly Electric Grid Monitor 2024 Maximum Hourly Generation (MW)

Figure 4 lists the US Energy Information Administration Hourly Electric Grid Monitor 2024 Total Energy (GWh).  I was frankly surprised how much wind capacity was generated on an annual basis.  However, totals and averages are not the primary planning issue – determining how much energy is needed in the worst case is a prerequisite for reliability planning.

Figure 4: US Energy Information Administration Hourly Electric Grid Monitor 2024 Total Energy (GWh)

Table 1 summarizes nationwide energy source hourly data for 2024.  Solar has the most hourly variability because it is unavailable at night.  Wind has 95% variability and petroleum that is used for peaking purposes has 99% variability.  Only nuclear has less variability than the total energy.  The distribution of wind energy hourly output is notable. 

Table 1: US Energy Information Administration Electric Grid Monitor 2024 Hourly Data Distribution

For a general idea of the variability of the wind resource across the Lower 48 consider Figure 5 a graph of annual hourly data.

Figure 5: US Energy Information Administration Hourly Electric Grid Monitor 2024 Hourly Wind Energy Production (MW)

I could not find a map of wind energy facilities at the EIA website.  Synapse Energy has developed an interactive map of U.S. power plants, including wind facilities which is shown as Figure 6.

Figure 6: Synapse Energy Map of U.S. Wind Power Plants

Assuming that the EIA wind energy facilities are similar to those used by Synapse Energy, it is clear that there is a wide spatial distribution across the Lower 48.  Consider that if a wind lull in New York City was caused by a high-pressure system that covers everything east of the Mississippi that dedicated transmission to dedicated wind turbines 1,000 miles away would be required to ensure that New York State wind energy could be supplanted by wind elsewhere.  In the next step I analyzed temporal variation. 

Table 2 provides an estimate of wind lulls at different thresholds.  I evaluated the hourly data to determine the total available wind energy (GWh) available when the total available wind capacity was less than six percentile thresholds.  At the first percentile only 14,440 MW or less was generated.  This level is 15% of the maximum observed hourly wind capacity.  There were 14 episodes that met this threshold and total energy generated during those periods was 988 GWh.  From a planning standpoint the maximum duration is important.  There was a 14-hour period when all the Lower 48 wind facilities produced less than 15% of the maximum observed capacity and the total energy generated was only 29 GWh which is only 2% of the capability over that period.  At the 25th percentile, all the wind facilities produced 40% of the maximum observed capacity.  There were 180 episodes that met this threshold and total energy generated during those periods was 63,430 GWh.  For the maximum duration there was a 115-hour period when all the Lower 48 wind facilities produced less than 40% of the maximum observed capacity and the total energy generated was 2,319 GWh which is 21% of the capability over that period.

Table 2: US EIA Electric Grid Monitor 2024 Hourly Wind Lulls

Discussion

It is a stretch to try to extrapolate these data for planning purposes to determine the resource gap for a specific area.  A sophisticated analysis that addresses the location of the wind facilities, the interconnections between the facilities, and the generation from other resources on an hour-by-hour basis is required.  Nonetheless, using the data to guess the impacts is instructive.

To take advantage of the wind blowing somewhere argument it would be necessary to upgrade the transmission system.  Assuming that transmission is available there is still a clear need for backup energy.  If the entire wind energy system would need to produce 50% of the maximum observed capacity to cover both local and distant energy needs note that this analysis found that 25% of the time only 40% of the maximum was available. The worst case was a 115-hour period when all the Lower 48 wind facilities produced only b2,319 GWh of a possible 11,150 GWh.  Assuming 50% of the maximum is needed to support the system there would be an energy gap of 3,256 GWh over this 115-hour period.  At a cost of $148/kWh to $400/kWh the storage needed for this event would be $482 to $1,302 billion.

Recently, Russ Schussler (the Planning Engineer) published an article that argued that the intermittency issue addressed here might be solvable: “The long-term problems associated with wind and solar due to their intermittency could and may likely be made manageable with improved technology and decreasing costs.”  In my opinion, practically speaking it is not possible.  It would be necessary to upgrade the electric transmission system, deploy short-term storage, and develop and deploy a dispatchable emissions-free resource all to address short and infrequent periods and to somehow finance those resources with those constraints.

Importantly, even if intermittency can be addressed Schussler argues that there is a fatal flaw:

Overcoming intermittency though complex and expensive resource additions at best gets us around a molehill which will leave a huge mountain ahead. Where will grid support come from?  Wind, solar and batteries provide energy through an electronic inverter. In practice, they lean on and are supported by conventional rotating machines. Essential Reliability Services include the ability to ramp up and down, frequency support, inertia and voltage support. For more details on the real problem see this posting. “Wind and Solar Can’t Support the Grid” describes the situation and contains links to other past postings provide greater detail on the problems.

Conclusion

Green energy advocates who minimize the challenge of transitioning the electric grid to wind and solar rely on the claim that the “wind is always blowing somewhere”.   The 2024 wind energy data suggest otherwise.  I have no doubt that a proper electric reliability resource planning analysis would verify that my intermittency concerns are real and that revolving the issues would be prohibitively expensive.  Coupled with the grid support issues, the green dream of a wind and solar electric generating system is a fantasy that will never be viable.

How the Green Energy Narrative Confuses the Climate Act

Russ Schussler, aka Planning Engineer, has published a prequel to an upcoming article discussing the narrative around the green energy transition that is a prominent component of the Climate Leadership & Community Protection Act (Climate Act).

I am convinced that implementation of the Climate Act net-zero mandates will do more harm than good if the future electric system relies only on wind, solar, and energy storage because of reliability and affordability risks.  I have followed the Climate Act since it was first proposed, submitted comments on the Climate Act implementation plan, and have written over 500 articles about New York’s net-zero transition.  The opinions expressed in this post do not reflect the position of any of my previous employers or any other organization I have been associated with, these comments are mine alone.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  Two targets address the electric sector: 70% of the electricity must come from renewable energy by 2030 and all electricity must be generated by “zero-emissions” resources by 2040. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.” The Scoping Plan was finalized at the end of 2022.  Schussler’s article is relevant because the Scoping Plan proposes to meet the zero-emissions mandate using wind, solar, and energy storage.

Green Energy Narrative

Schussler describes the narrative of the wind and solar proponents aka green energy:

The green energy narrative works somewhat like a magician’s patter, overemphasizing many things of irrelevance and distracting the audience from the important things going on. Misdirection ensures small truths are misinterpreted and magnified, leading to completely unrealistic hopes and expectations.

For example, there have been many simple studies examining how much energy might be produced by a green resource, or set of green resources, such as wind and solar power. These studies ignore important issues such as deliverability, timing, reliability and costs. Based on simple studies the media, activists and policy makers frequently conclude that such resources can be used near universally on a large scale to provide electric service to consumers effectively, efficiently and economically.

This is precisely what happened in New York when the Climate Act authors developed the targets and mandates of the law.  These ideologues misinformed the Legislature and Governor Hochul with claims that “our State could rapidly move away from fossil fuels and instead be fueled completely by the power of the wind, the sun, and hydro” and “that it could be done completely with technologies available at that time (a decade ago), that it could be cost effective, that it would be hugely beneficial for public health and energy security, and that it would stimulate a large increase in well-paying jobs.”

Schussler explains the problem with this argument:

In the green energy narrative costs have been demonstrated, environmental impacts have been demonstrated, reliability has been demonstrated, deliverability has been demonstrated and all shown to possibly work, BUT NOT AT THE SAME TIME. In the eyes of many, such demonstrations cumulatively strengthen the green energy narrative. However, the gullible audience will be shocked when wind, solar and batteries are not at all well suited to support electric generation on their own.

Schussler highlights three tricks of the green energy narrative: misleading language, false problem and narrative control.

Misleading Language

Schussler addresses the term “renewable” calling it “one of the most misleading bits of language advancing the green agenda.”  He notes:

Different “renewable” resources have vastly differing capabilities. There is vast potential to develop some ‘renewables”. Some “renewables do a great job supporting the grid. Some “renewables” have low energy costs in some areas. Some “renewables” are environmentally sound in some areas. No matter how well individual “renewable” resources might be combined to tick off all the boxes of importance, that doesn’t mean that any combination of “renewable” resources can be found that will work well for any given area. It means little that hydro and geothermal provide excellent support for the grid in an area where you can only add wind and solar. Similarly, just because solar and wind have potential environmental benefits that doesn’t cancel out environmental concerns around hydro in delicate ecosystems.

The problem is that in most areas including New York, “there are no compatible combinations of renewables that at any significantly high penetration level that can provide  affordable, environmentally responsible energy in a reliable manner. Referring broadly to what “renewables” can and might do, serves to hide this inconvenient truth.”

The False Problem – Intermittency is not THE problem for Wind and Solar

Schussler argues that:

It is a fallacy to assume that because part or some of the difficulties associated with a technology can be overcome, that therefore all of the problems associated with a technology can be overcome. Worst case for a “partial solutions fallacy” is when a major problem is hidden by presenting a minor problem as the major stumbling block. Primarily focusing on the minor problem incorrectly implies that there will be smooth sailing once this solvable problem is overcome by hiding the large problem.

To implement a green transition bolstered by heavy wind and solar, all associated problems must be addressed. The major problem associated with wide-scale use of these resources  cannot be ignored.

Schussler goes on to argue:

The real problem is that wind, solar and batteries do not readily provide essential reliability services and support the grid. Most of the talk is around addressing intermittency through batteries and other storage approaches. Misdirection here focuses on intermittency, the smaller problem, while ignoring the major problem.

Schussler believes that it may be possible to address intermittency:

The long-term problems associated with wind and solar due to their intermittency could and may likely be made manageable with improved technology and decreasing costs. But such changes will not make wind, solar and batteries comparable to more conventional generating resources, such that they can play a large role in a green energy transition, because the large problem is not intermittency.

The point of his discussion is that there is another, more serious problem that is a fatal flaw:

Overcoming intermittency though complex and expensive resource additions at best gets us around a molehill which will leave a huge mountain ahead. Where will grid support come from?  Wind, solar and batteries provide energy through an electronic inverter. In practice, they lean on and are supported by conventional rotating machines. Essential Reliability Services include the ability to ramp up and down, frequency support, inertia and voltage support. For more details on the real problem see this posting. “Wind and Solar Can’t Support the Grid” describes the situation and contains links to other past postings provide greater detail on the problems.

I think that in an electric system that is reliant on weather dependent wind and solar resource, intermittency creates an unacceptable reliability risk.  Current resource assessments are based on observations of the existing uncorrelated generating resources over many years that show that unplanned outages do not happen at the same time.  There is no reason to expect, for example, that all the nuclear plants will be forced offline at the same time.  This characteristic enables the resource planners to determine how much generating capacity is necessary to meet the probability of losing load not more than once in ten years loss of load expectation (LOLE) reliability criterion.  Importantly, I believe that the lack of correlation also means that the capacity needed above firm system load would not change substantially if the LOLE planning horizon was shifted to 1 day in 20 years or more.

The problem with weather intermittency is that it is correlated over large areas at the same time. As a result, variations in weather affecting wind and solar resource availability will require changes to electric resource planning.  Everyone has heard of a hundred-year flood which is the parameter used for watershed planning.  This is the one in a hundred probability that the water level in a river or lake will exceed a certain level in a given year.  Similar estimates of low wind and solar resource availability must be developed and incorporated into electric resource planning. Based on New York data I think a hundred-year planning horizon is appropriate.  The problem is that the costs for such a threshold are huge and the resources will be used less than their expected operating lifetimes.  The resulting reliability risk is that affordable backup resources will be insufficient to support the load during the hundred-year low wind and solar availability event and a catastrophic blackout will result.

Russ and I discussed my interpretation of this reliability risk, and we agreed that we are making the same point in different ways.  If money is not an issue, then it is possible that the intermittency issue can be overcome by overbuilding wind and solar resources, short-term energy storage, long-term energy storage to deal with extended low wind and solar resource periods, and transmission.  However, affordability is a fatal flaw because the costs necessary would be astronomical for a resource that would only be used less than the expected lifetime of the resources.  On the other hand, the grid support requirements cannot be resolved by throwing any amont of money at the problem so that is unsolvable.

Narrative Control – Shameless Hucksterism and the Media

The last green energy narrative trick is controlling the narrative.  Schussler explains:

The green energy narrative is propelled by stories of success. Often these “successes” are very different from what seemed to be represented. We see great stories of planned projects that should do wonderful things, but they go down the memory hole as they prove not to work out. We see incomplete stories where they talk of power generated but not of associated costs or how much better other alternatives might have been.

He goes on to describe an example headline that claims that seven countries get 99.7% of their electricity from geothermal, hydro, solar, and wind power. However, he points out:

Without the spin, collectively those countries get close to 99% of their energy from rotating synchronous geothermal and hydro resources and less that 2% of their combined electric energy from wind and solar. The fact that some countries have high amounts of hydro, does not provide evidence that we are approaching a tipping point involving wind and solar. In fact, one could observe that high levels of renewable penetration are associated with low levels of wind and solar.

Conclusion

Schussler and I agree that it is becoming increasingly apparent that wind, solar and batteries when pursued at high penetration levels result in high costs, lower reliability and poorer operational outcomes. He points out that “Expectations from the green energy narrative and real-world results are not consistent and this gulf will continue to widen as long as policy makers continue to reflexively buy into the green energy narrative.”

The high expectations in the green energy narrative shaped the promulgation of the Climate Act and is driving its implementation.  Schussler describes the inherent misinformation and other various deceptions to hide the real-world challenges for New York’s net-zero transition. As reality sets in, proponents must push this narrative harder and louder to hide the obvious flaws.  I look forward to Schussler’s follow up article that “will more systemically examine the components of the green energy narrative and raise many items of critical importance considerations that the green energy narrative ignores.”

Comments on DPS Definitions for Establishment of a Renewable Energy Program

On November 4, 2024, the Department of Public Service (DPS) staff proposed definitions for two key components of the 2040 target.   This post describes some of the comments submitted on the draft.  It is necessary to read between the lines of the electric industry comments to appreciate their concerns about the future electric system.

I am convinced that implementation of the New York Climate Leadership & Community Protection Act (Climate Act) net-zero mandates will do more harm than good if the future electric system relies only on wind, solar, and energy storage because of reliability and affordability risks.  I have followed the Climate Act since it was first proposed, submitted comments on the Climate Act implementation plan, and have written over 500 articles about New York’s net-zero transition.  The opinions expressed in this article do not reflect the position of any of my previous employers or any other organization I have been associated with, these comments are mine alone.

Summary – if you don’t have over ten minutes to read the whole thing

The Climate Act has a target that all electricity must be generated by “zero-emissions” resources by 2040. DPS staff proposed a definition of “zero-emissions” in November 2024 nearly five years after the law was promulgated.  It is increasingly obvious that the Scoping Plan is inadequate for the task of implementing a “zero emissions” electric system. Both the electric grid operator and a consortium of electric utilities provided comments on the proposed definition that emphasized the need for a comprehensive plan that prioritizes electric reliability.  Environmental advocacy organization comments underestimate the reliability challenges and recommend changes that would hinder development of a reliable grid.  I believe that the Hochul Administration is at a crossroads, and it is not clear that they will change direction to a rational approach based on reality or continue the present path of ideological purity.

Overview

The Climate Act established a New York “Net Zero” target (85% reduction in GHG emissions and 15% offset of emissions) by 2050.  Two targets address the electric sector: 70% of the electricity must come from renewable energy by 2030 and all electricity must be generated by “zero-emissions” resources by 2040. The Climate Action Council (CAC) was responsible for preparing the Scoping Plan that outlined how to “achieve the State’s bold clean energy and climate agenda.” The Scoping Plan was finalized at the end of 2022.  Since then, the State has been trying to implement the Scoping Plan recommendations through regulations, proceedings, and legislation. 

I believe that the biggest shortcoming of the Hochul Administration’s implementation of the Climate Act is the lack of a plan.  For example, to implement a transition to meet the mandate that all electricity must be generated by “zero-emissions” resources by 2040 it is first necessary to define “zero emissions”.  Amazingly, draft definitions were not proposed for over four years.  On November 4, 2024, the DPS staff proposal concerning definitions for key terms (Staff Proposal) in Public Service Law §66-p that finally defined “zero emissions”.  The Introduction of the Staff Proposal explains:

In this proposal, the Department of Public Service Staff (Staff) suggests interpretations of key terms in the provisions of the Climate Leadership and Community Protection Act (Climate Act), codified in Section 66-p of the Public Service Law (PSL), which directs the Public Service Commission (Commission) to establish a renewable energy program and design it to achieve particular targets. At issue in this proposal is the language of PSL §66-p(2)(b), which directs the Commission to establish a program pursuant to which, by the year 2040, the “statewide electrical demand system will be zero emissions.” Of particular note, neither of the terms “statewide electrical demand system” nor “zero emissions” are expressly defined in the Climate Act or in the PSL. This lack of statutory definition requires the Commission’s interpretation of these terms to ensure proper regulatory implementation.

This post describes some of the comments submitted on these definitions.

New York Independent System Operator (NYISO)

NYISO runs the electricity market and is “dedicated to planning a reliable grid of the future, leveraging open and fair electricity markets, and informing policymakers and stakeholders.”  They submitted their comments on January 21, 2025.  The NYISO frustrates me because they pull their punches when they file comments.  Rich Ellenbogen shares my frustration and sent me an email describing their filing that exemplifies my concern.  He wrote: “The NYISO is screaming between the lines of their filing again.  The filing is attached and addresses electricity reliability margins across the state”.  He commented on three of their comments.

NYISO comment on Page 4:

To achieve the zero-emission standard, significant quantities of new resources, which satisfy the zero-emission definition, and provide the necessary energy and reliability attributes, will be required to support a reliable electric system. Development, permitting, siting, and interconnection of existing and emerging zero-emission electricity supply will require significant capitalization over a relatively short period of time.

Ellenbogen Response:

Regarding the above statement, financing, siting, permitting, and interconnection will do nothing if the technologies don’t exist at scale to implement the plan.  At present, the necessary technologies don’t exist at scale or don’t exist at all, with the exception of nuclear which is a four-letter word in NY State.  You can’t buy and install Dispatchable Emission Free Resources (DEFR’s) that aren’t available and sufficient nuclear generation won’t exist at scale until well after the CLCPA mandated dates even if planning was started today.

NYISO comment on Page 5:

Overly restrictive compliance obligations could prevent emitting generators from operating to support system reliability or serving consumer demand and potentially force generators to retire before suitable replacement resources are available. Insufficient availability of electric generation could adversely impact public health, welfare, and safety.

NYISO comment on Page 6:

Electric system reliability margins are already close to minimum reliability requirements in certain areas across New York and are tightening. If these margins are totally depleted, the reliability of the grid would be at an unacceptable risk and power outages could disrupt normal life or negatively impact public health, welfare, and safety.  The NYISO’s 2024 Reliability Needs Assessment (“RNA”) identifies a reliability need beginning in summer 2033 within New York City, primarily driven by a combination of forecasted increases in peak demand, limited additional supply, the assumed retirement of the NYPA small gas plants based on state legislation, and assumed unavailability of generators impacted by the DEC Peaker Rule.

Ellenbogen Response:

A translation for the two statements above, simply put is: “If you don’t let us run the existing generation that we have and force us to shut them down to meet your standards of ideological purity, you won’t have any lights or electricity for anything else.  We are already running on fumes, and it is going to get worse.”

Why the NYISO can’t just come out and say what they mean without such subtlety is a disservice to the people of NY State.  No one wants to say outright how ridiculously bad the state energy policy is so everyone keeps beating around the bush and in the interim, the state is like a runaway train headed towards a collapsed bridge. 

The utilities aren’t doing a service for their ratepayers or themselves either.  I understand that they don’t want to run afoul of the state government and lose their certification, but they are the ones that are going to be turned into piñatas when this goes bad, which is inevitable.  It’s not a matter of if, just when.  Are people actually going to have to die before someone comes out directly and acknowledges how bad this energy policy is?

Joint Utilities

An ad hoc group of utilities also submitted comments.  The Joint Utilities are Central Hudson Gas & Electric Corporation, Consolidated Edison Company of New York, Inc. Niagara Mohawk Power Corporation d/b/a National Grid, New York State Electric & Gas Corporation, Orange and Rockland Utilities, Inc., and Rochester Gas and Electric Corporation. As Ellenbogen noted these companies face existential threats if they speak out too strongly in the politically charged New York environment because there are proposals to take them over and have the State operate them.  Even if the politicians don’t shut them down, the Hochul Administration certainly can punish the companies when their rate cases are decided.  Nonetheless, I agree that they are doing a disservice to their customers by not speaking out. Their comments on this proceeding are a step forward because they made recommendations that imply there are problems.

I was encouraged by the following statement because it aligns with my argument that there is no plan in place to implement the Climate Act:

The reliability of electricity in the state is of primary importance to the Joint Utilities. For the reasons set forth below, the Joint Utilities request that the Commission direct Staff to collaborate with the NYISO and the Joint Utilities to develop a comprehensive plan to achieve zero emissions generation to meet New York State’s demand by 2040 in a manner that ensures reliability of the electric system throughout the clean energy transition to a zero emissions electric system. This plan should address current supply and demand trends within the power sector. If the cessation of greenhouse gas-emitting generation post-2040 creates a large gap between supply and demand, the plan should also include strategies of how best to retain, manage and retire generation to maintain system reliability and resource adequacy.

It is important to read between the lines of this paragraph:

Clear guidance and decisive action are essential to advancing our state’s zero-emission targets while ensuring resource adequacy and affordability are not compromised. There are fewer than five years before the first target takes effect and only fifteen years to achieve zero emissions by 2040, so it is crucial to act promptly. From an electric planning, permitting, and construction perspective, the feasibility of this timeline will be significantly challenging.

My interpretation is that they are saying there isn’t clear guidance and decisive recommendations for action that ensure resource adequacy and affordability are not compromised.  I wholeheartedly agree. They also point out time is getting short to meet the electric sector targets.  When regulated companies with significant exposure to political retribution say “significantly challenging” they are really saying this won’t work!  The Joint Utility comments go on:

The Joint Utilities recommend that the Commission direct Staff to develop a clear roadmap that addresses future system needs, potential gaps in supply and demand and clear methodologies to characterize those gaps, clean energy technology readiness, sufficient access to generation to the extent gaps are identified, and resource attributes necessary for the reliable operation of New York’s electric system amid ongoing growth in intermittent renewable supply and electric demand.

I have been taught that failing to plan is planning to fail.  This comment is a clear indictment of the Scoping Plan and the transition implementation to date because it says that there is no comprehensive plan that addresses these concerns.  I endorse the Joint Utility recommendation that:

Given the potential for New York’s clean energy resources to fall short of demand, or suffer from delayed entry for various reasons, and the challenges associated with the commercial availability and maturity of new energy technologies, the Commission should require Staff to develop a plan for the development of incremental renewables, the retirement of non-compliant resources, and methodologies to address gaps between existing resources and the reliability needs of the system, while also ensuring that reliability and resource adequacy do not suffer.  Staff should also consider the development status and lead time of new and existing technologies from research and development to their commercial deployment. It is imperative to address these issues, set expectations and identify needs for the journey towards the 2040 zero emissions target.

The missing point is an explicit statement explaining if the Commission does not follow these recommendations, then there will be blackouts.  There is one other comment I want to highlight:

Lastly, the Coordinated Grid Planning Process (“CGPP”) confirms the conclusion of the NYISO and academic research that there is a large gap between supply and demand and “there is no consensus among CGPP participants about the technologies that could be deployed to meet the estimated 17GW need.” These factors are concerning, and it is imperative to incorporate these realities into the roadmap assumptions. While transitioning to a clean energy system, it is also imperative to ensure adequate generating resources are retained and available, regardless of technology, which is permissible because the Clean Energy Standard does not require the retirement of existing generators.

The large gap between supply and demand is referring to the dispatchable emissions-free resource (DEFR) issue that I discuss whenever I suggest a feasibility study is needed before any more money and effort is invested in what could be a false technology solution.  Note that the last sentence emphasizes that existing facilities should not be shut down prematurely. 

Environmental Advocacy Comments

Earthjustice, Sierra Club, the Alliance for Clean Energy New York, NY Renews, and Fossil Free Tompkins also filed comments.  I think that these organizations underestimate the challenge of meeting the large gap between supply and demand.  They submitted comments in June arguing that the December 2023 technical conference presentations had overestimated the magnitude of the gap.  In July I filed a comment  explaining that if anything, projections of the severity of the gap have been under-estimated because winds across large areas are correlated . Earthjustice and Sierra Club responded arguing among other things that “There is no reason to believe that wind speeds offshore of New York City, Long Island, and the Massachusetts Cape will be significantly correlated with land-based wind resources located in Upstate New York.”  I dropped the ball and have not responded to that documenting the results of an analysis released after their comments were filed that shows that New York onshore and offshore winds do correlate. 

I did publish an article describing a New York wind lull last September that shows that land-based wind resources do correlate with New York’s South Fork offshore wind project.  New York presently has 2,454 MW of wind capacity.  I analyzed a 192- hour period from 12 September 2024 hour 0000 to 19 September 2024 hour 2300. I found that the minimum wind capacity occurred on 13 September at hour 12 when a total of 0.2 MW of wind power was generated.  There were 96 hours representing half the period when the capacity of all the wind generation in New York was less than 5%.  All but one of the hours had a capacity factor of less than 20%.  Even the best was unimpressive.  The maximum wind capacity occurred on 19 September at hour 21 when 502 MW of wind power was generated, only 20.5% of the total capacity.  Because South Fork was in operation and included in the total, it is reasonable to assume that for at least 96 hours the wind speeds offshore were significantly correlated with New York land-based wind. 

The emphasis in the environmental organization comments on the zero-emission definition was ideological support of the strictest interpretation of “zero”.  They disagreed with pragmatic Department of Public Service recommendations and suggested that: “the Public Service Commission adopt a plain meaning interpretation of “emissions” that includes both greenhouse and non-greenhouse gases and interpret the “statewide electrical demand system” to include behind-the-meter resources that participate indirectly in jurisdictional markets.  Their suggestions make what I think is already impossible challenge even more difficult and expensive.

Conclusion

This post notes that both the NYISO and the Joint Utilities’ comments on the zero-emission definitions suggest that there will be consequences if there is no plan and recommend a re-assessment of the schedule.  I agree completely.

The environmental organizations who commented reiterated their ideological position that zero emissions of all pollutants is required and must occur as fast as possible to maintain the Climate Act schedule.  Those comments disregard all the indications that it is impossible,

The Trump Administration’s recent announcements, last summer’s acknowledgment that the 2030 electric sector goal would not be met, and the increasingly desperate comments by New York’s electric sector are all warnings to the Hochul Administration.  It seems to me that a pause to re-assess what can be done without endangering affordability and reliability could be proposed because of all the factors beyond New York’s control.

Ellenbogen asked whether people are going to have to die before someone comes out directly and acknowledges how bad this energy policy is.  I wish I was optimistic that this will not be the case but there is no evidence yet that the leadership of New York is willing to back off their ideological soapbox and admit the current Climate Act energy policy cannot work despite a plethora of evidence.