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Energy

Market Realities Are Throwing Wrench In Biden’s Green Energy Dreams

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From the Daily Caller News Foundation

By DAVID BLACKMON

 

For two years now, I and others have been pointing out the reality that there is no real “energy transition” happening around the world. Two new items of information came to light this week that irrevocably prove the point.

It is true that governments across the western world appear to be working to bankrupt their countries by pouring trillions of debt-funded dollars, Euros and British pounds into central planning efforts to subsidize renewables and electric vehicles into existence. That reality cannot be denied. The trouble is that no amount of debt money can turn the markets and the markets aren’t cooperating.

Despite all the government largesse that has spurred major additions of wind and solar generation capacity, those weather-reliant energy sources can’t even keep up with the pace of rising demand for electricity. As a result, the markets dictated that the world consumed record levels of coal, natural gas, oil and even wood during 2023. Yes, we are still burning vast amounts of wood for electricity, despite an alleged “transition” from wood to coal which began 500 years ago.

That is reality, dictated by the markets.

Two new bits of data came to light this week that pound the final nails into the coffin of the narrative around the energy transition. A report in the Financial Times, citing data compiled by Grid Strategies, reveals that the buildout of new high-voltage transmission lines in the United States slowed to a trickle in 2023, with just 55.5 additional miles installed. That collapse comes despite the Biden government’s recognition that a massive expansion of this type of transmission lines must happen to accommodate the demands of any true “transition” to renewables.

The Financial Times quotes a 2023 assessment by the Department of Energy that found that “regional transmission must more than double and interregional transmission must grow more than fivefold by 2035 to meet decarbonization targets.” DOE admits such a pace would add more than 50,000 miles of new transmission in just 11 years, which is almost 1,000 times the pace of adds during 2023. Yikes.

A crucial aspect of that DOE study to understand is that it was conducted before we began to understand the true magnitude of additional power demands that will result from the explosive growth of AI technology just now starting to come to full bloom. It was just this past January, at the WEF Forum in Davos, where OpenAI CEO Sam Altman told the audience he believes generation capacity on the grid will have to double over the next decade just to fill the AI demands alone. That is what is needed in addition to the rising demands for EV charging, industrial growth, population growth and economic growth.

The second piece of compelling data arising this week comes from a Bloomberg story headlined, “Data Centers Now Need a Reactor’s Worth of Power, Dominion Says.” The key thing to understand about this story is that the piece is only referencing the needs of planned new data centers being built in Northern Virginia to feed AI development in that tiny sliver of the United States.

This key excerpt from the story says it all: “Over the past five years, Dominion has connected 94 data centers that, together, consume about four gigawatts of electricity, Blue said. That means that just two or three of the data center campuses now being planned could require as much electricity as all the centers Dominion hooked up since about 2019.”

That is not just rapid growth, it is exponential growth in power demand from a single developing technology.

Demand growth needs such as this aren’t going to be filled by unpredictable, unreliable, weather-dependent generation like windmills and solar arrays. And let’s face it: The United States is not going to be able to continue expanding renewables without finding some way to create a massive expansion of transmission. Why build the generation if you can’t move the electricity?

What it all means is that all the grand Biden Green New Deal plans to shut down America’s remaining coal fleet and much of its natural gas generation fleet are going to have to wait, because the market will not allow them. That’s reality, and reality does not care about anyone’s green transition dreams.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.

The views and opinions expressed in this commentary are those of the author and do not reflect the official position of the Daily Caller News Foundation.

Alberta

Nobel Prize nods to Alberta innovation in carbon capture

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From the Canadian Energy Centre

By Grady Semmens

‘We are excited to bring this made-in-Canada innovation to the world’

To the naked eye, it looks about as exciting as baking soda or table salt.

But to the scientists in the University of Calgary chemistry lab who have spent more than a decade working on it, this white powder is nothing short of amazing.

That’s because the material they invented is garnering global attention as a new solution to help address climate change.

Known as Calgary Framework-20 (CALF-20 for short), it has “an exceptional capacity to absorb carbon dioxide” and was recognized in connection with the 2025 Nobel Prize in Chemistry.

A jar of CALF-20, a metal-organic framework (MOF) used in carbon capture. Photo courtesy UCalgary

“It’s basically a molecular sponge that can adsorb CO2 very efficiently,” said Dr. George Shimizu, a UCalgary chemistry professor who leads the research group that first developed CALF-20 in 2013.

The team has been refining its effectiveness ever since.

“CALF-20 is a very exciting compound to work on because it has been a great example of translating basic science into something that works to solve a problem in the real world,” Shimizu said.

Advancing CCS

Carbon capture and storage (CCS) is not a new science in Alberta. Since 2015, operating projects in the province have removed 15 million tonnes of CO2 that would have otherwise been emitted to the atmosphere.

Alberta has nearly 60 proposed facilities for new CCS networks including the Pathways oil sands project, according to the Regina-based International CCS Knowledge Centre.

This year’s Nobel Prize in Chemistry went to three of Shimizu’s colleagues in Japan, Australia and the United States, for developing the earliest versions of materials like CALF-20 between 1989 and 2003.

Custom-built molecules

CALF-20 is in a class called metal-organic frameworks (MOFs) — custom-built molecules that are particularly good at capturing and storing specific substances.

MOFs are leading to new technologies for harvesting water from air in the desert, storing toxic gases, and capturing CO2 from industrial exhaust or directly from the atmosphere.

CALF-20 is one of the few MOF compounds that has advanced to commercial use.

“There has been so much discussion about all the possible uses of MOFs, but there has been a lot of hype versus reality, and CALF-20 is the first to be proven stable and effective enough to be used at an industrial scale,” Shimizu said.

It has been licensed to companies capturing carbon across a range of industries, with the raw material now being produced by the tonne by chemical giant BASF.

CO2 pipeline at the Quest CCS project near Edmonton, Alta. Photo courtesy Shell Canada

Carbon capture filter gigafactory

Svante Inc. has demonstrated its CALF-20-based carbon capture system at a cement plant in British Columbia.

The company recently opened a “gigafactory” in Burnaby equipped to manufacture enough carbon capture and removal filters for up to 10 million tonnes of CO2 annually, equivalent to the emissions of more than 2.3 million cars.

The filters are designed to trap CO2 directly from industrial emissions and the atmosphere, the company says.

Svante chief operating officer Richard Laliberté called the Nobel committee’s recognition “a profound validation” for the entire field of carbon capture and removal.

CALF-20 expansion

Meanwhile, one of Shimizu’s former PhD students helped launch a spinoff company, Existent Sorbents, to further expand the applications of CALF-20.

Existent is working with oil sands producers, a major steel factory and a U.S.-based firm capturing emissions from other point sources, said CEO Adrien Côté.

“The first users of CALF-20 are leaders who took the risk of introducing new technology to industries that are shrewd about their top and bottom lines,” Côté said.

“It has been a long journey, but we are at the point where CALF-20 has proven to be resilient and able to survive in harsh real-world conditions, and we are excited to bring this made-in-Canada innovation to the world.”

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Business

Bill Gates walks away from the climate cult

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MXM logo MxM News

Billionaire Bill Gates — long one of the loudest voices warning of climate catastrophe — now says the world has bigger problems to worry about. In a 17-page memo released Tuesday, the Microsoft co-founder called for a “strategic pivot” away from the obsessive focus on reducing global temperatures, urging leaders instead to prioritize fighting poverty and eradicating disease in the developing world. “Climate change is a serious problem, but it’s not the end of humanity,” Gates wrote.

Gates, 70, argued that global leaders have lost perspective by treating climate change as an existential crisis while millions continue to suffer from preventable diseases like malaria. “If I had to choose between eradicating malaria and preventing a tenth of a degree of warming, I’d let the temperature go up 0.1 degree,” he told reporters ahead of next month’s U.N. climate conference in Brazil. “People don’t understand the suffering that exists today.”

For decades, Gates has positioned himself as a leading advocate for global climate initiatives, investing billions in green energy projects and warning of the dangers of rising emissions. Yet his latest comments mark a striking reversal — and a rare admission that the world’s climate panic may have gone too far. “If you think climate is not important, you won’t agree with the memo,” Gates told journalists. “If you think climate is the only cause and apocalyptic, you won’t agree with the memo. It’s a pragmatic view from someone trying to maximize the money and innovation that helps poor countries.”

The billionaire’s change in tone is sure to raise eyebrows ahead of the U.N. conference, where climate activists plan to push for new emissions targets and wealth transfers from developed nations. Critics have long accused Gates and other elites of hypocrisy for lecturing the public about fossil fuels while traveling the globe on private jets. Now, Gates himself appears to be distancing from the doomsday rhetoric he once helped spread, effectively admitting that humanity faces more immediate moral imperatives than the weather.

(AP Photo/Alex Brandon)

Stunning Climate Change pivot from Bill Gates. Poverty and disease should be top concern.

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