The amount of
carbon dioxide being released into the atmosphere in the U.S. has fallen
dramatically to its lowest level in 20 years, and government officials say the
biggest reason is that cheap and plentiful natural gas has led many power plant
operators to switch from dirtier-burning coal.
Many of the world's leading climate scientists didn't see
the drop coming, in large part because it happened as a result of market forces
rather than direct government action against carbon dioxide, a greenhouse gas that
traps heat in the atmosphere. Michael Mann, director of the Earth System
Science Center at Penn State University, said the shift away from coal is
reason for "cautious optimism" about potential ways to deal with
climate change. He said it demonstrates that "ultimately people follow
their wallets" on global warming. "There's a very clear lesson here.
What it shows is that if you make a cleaner energy source cheaper, you will
displace dirtier sources," said Roger Pielke Jr., a climate expert at the
University of Colorado. In a little-noticed technical report, the U.S. Energy
Information Agency, a part of the Energy Department, said this month that total
U.S. CO2 emissions for the first four months of this year fell to about 1992
levels. The Associated Press contacted environmental experts, scientists and
utility companies and learned that virtually everyone believes the shift could
have major long-term implications for U.S. energy policy. While conservation
efforts, the lagging economy and greater use of renewable energy are factors in
the CO2 decline, the drop-off is due mainly to low-priced natural gas, the
agency said. A frenzy of shale gas drilling in the Northeast's Marcellus Shale
and in Texas, Arkansas and Louisiana has caused the wholesale price of natural
gas to plummet from $7 or $8 per unit to about $3 over the past four years,
making it cheaper to burn than coal for a given amount of energy produced. As a
result, utilities are relying more than ever on gas-fired generating plants.
Both government and industry experts said the biggest surprise is how quickly
the electric industry turned away from coal. In 2005, coal was used to produce
about half of all the electricity generated in the U.S. The Energy Information
Agency said that fell to 34 percent in March, the lowest level since it began
keeping records nearly 40 years ago.
The International Energy Agency said the U.S. has cut
carbon dioxide emissions more than any other country over the last six years.
Total U.S. carbon emissions from energy consumption peaked at about 6 billion
metric tons in 2007. Projections for this year are around 5.2 billion, and the
1990 figure was about 5 billion. China's emissions were estimated to be about 9
billion tons in 2011, accounting for about 29 percent of the global total. The
U.S. accounted for approximately 16 percent. Mann called it "ironic"
that the shift from coal to gas has helped bring the U.S. closer to meeting
some of the greenhouse gas targets in the 1997 Kyoto treaty on global warming,
which the United States never ratified. On the other hand, leaks of methane
from natural gas wells could be pushing the U.S. over the Kyoto target for that
gas. Even with such questions, public health experts welcome the shift, since
it is reducing air pollution. "The trend is good. We like it. We are
pleased that we're shifting away from one of the dirtiest sources to one that's
much cleaner," said Janice Nolen, an American Lung Association
spokeswoman. "It's been a real surprise to see this kind of shift. We certainly
didn't predict it." Power plants that burn coal produce more than 90 times
as much sulfur dioxide, five times as much nitrogen oxide and twice as much
carbon dioxide as those that run on natural gas, according to the Government
Accountability Office, the investigative arm of Congress. Sulfur dioxide causes
acid rain and nitrogen oxides lead to smog. Bentek, an energy consulting firm
in Colorado, said that sulfur dioxide emissions at larger power plants in 28
Eastern, Midwestern and Southern states fell 34 percent during the past two
years, and nitrous oxide fell 16 percent. Natural gas has helped the power
industry meet federal air pollution standards earlier than anticipated, Bentek
said. Last year the Environmental Protection Agency issued its first rules to
limit CO2 emissions from power plants, but the standards don't take effect
until 2014 and 2015. Experts had predicted that the rules might reduce
emissions over the long term, but they didn't expect so many utilities to shift
to gas so early. And they think price was the reason. "A lot of our units
are running much more gas than they ever have in the past," said Melissa
McHenry, a spokeswoman for Ohio-based American Electric Power Co. "It
really is a reflection of what's happened with shale gas." "In the near
term, all that you're going to build is a natural gas plant," she said.
Still, she warned: "Natural gas has been very volatile historically.
Whether shale gas has really changed that — the jury is still out. I don't
think we know yet." Jason Hayes, a spokesman for the American Coal
Council, based in Washington, predicted cheap gas won't last. "Coal is
going to be here for a long time. Our export markets are growing. Demand is
going up around the world. Even if we decide not to use it, everybody else wants
it," he said. Hayes also said the industry expects new coal-fired power
plants will be built as pollution-control technology advances: "The
industry will meet the challenge" of the EPA regulations. The boom in gas
production has come about largely because of hydraulic fracturing, or fracking.
Large volumes of water, plus sand and chemicals, are injected to break shale
rock apart and free the gas. Environmentalists say that the fluids can pollute
underground drinking water supplies and that methane leaks from drilling cause
serious air pollution and also contribute to global warming. The industry and
many government officials say the practice is safe when done properly. But
there have been cases in which faulty wells did pollute water, and there is
little reliable data about the scale of methane leakage. "The Sierra Club
has serious doubts about the net benefits of natural gas," said Deborah
Nardone, director of the group's Beyond Natural Gas campaign. "Without
sufficient oversight and protections, we have no way of knowing how much
dangerous pollution is being released into Americans' air and water by the gas
industry. For those reason, our ultimate goal is to replace coal with clean
energy and energy efficiency and as little natural gas as possible." Wind supplied
less than 3 percent of the nation's electricity in 2011 according to EIA data,
and solar power was far less. Estimates for this year suggest that coal will
account for about 37 percent of the nation's electricity, natural gas 30
percent, and nuclear about 19 percent. Some worry that cheap gas could hurt
renewable energy efforts. "Installation of new renewable energy facilities
has now all but dried up, unable to compete on a grid now flooded with a
low-cost, high-energy fuel," two experts from Colorado's Renewable and
Sustainable Energy Institute said in an essay posted this week on
Environment360, a Yale University website. How much further the shift from coal
to natural gas can go is unclear. Bentek says that power companies plan to
retire 175 coal-fired plants over the next five years. That could bring coal's
CO2 emissions down to 1980 levels. However, the EIA predicts prices of natural
gas will start to rise a bit next year, and then more about eight years from
now. Despite unanswered questions about the environmental effects of drilling,
the gas boom "is actually one of a number of reasons for cautious
optimism," Mann said. "There's a lot of doom and gloom out there. It
is important to point out that there is still time" to address global
warning.
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