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At the very least what the administration can and must do is tell the truth: More LNG exports are not in the public interest.
When the environmental history of the Biden administration is written, the Inflation Reduction Act will have pride of place—for all its compromises and flaws, it finally set serious federal money flowing toward the task of an energy transition, and defending it from Trumpian attack will be job one for green lobbyists for the next for years. (And not an impossible job in every case—the new factories built with IRA money have turned a lot of legislators, including in red states, into reluctant supporters).
But the second most useful thing the Biden administration did came less than a year ago—its January decision to pause new permits for liquefied natural gas (LNG) export terminals. This doesn’t sound to the untrained ear like such a big deal, but as readers of this newsletter know, it was: Had the industry continued to build at the pace it wanted, the climate damage from American LNG exports would soon have topped every single thing that happens in Europe. This is the biggest greenhouse gas bomb on planet Earth.
You could tell what a big deal it was by the way it angered Big Oil (and big banking and big shipping)—every story about the industry’s unprecedented support for Donald Trump’s election made it clear that this was the number one casus belli. That’s because—as American demand for natural gas begins to sag in the face of the renewables buildout—their main hope was to emulate the cigarette industry and seek new markets in Asia. But a combination of on-the-ground groups in the Gulf of Mexico and climate activists across the country stuck a potato in the tailpipe. The Biden administration promised a full report before the year was out about whether or not the exports were still in the public interest.
The rationale for new LNG exports shrinks with each passing month, as the gap between the price of clean solar, wind, and battery power, and the price of fossil fuel, continues to grow.
And yesterday, somewhat surprisingly, even before that report was released, the Federal Energy Regulatory Commission, FERC, slowed down the process some more. They issued a finding that the next terminal up for consideration, a mammoth facility called CP 2 destined for the Louisiana coast, needed to go through a new round of environmental review because of its potential effect on local air quality. As the experts at the Southern Environmental Law Center (SELC) explained:
The Federal Energy Regulatory Commission (FERC) issued an order setting aside its approval for Venture Global’s massive CP2 export facility in Cameron Parish, Louisiana. The order modifies and, in part, sets aside the commission’s previous authorization order to conduct a supplemental environmental impact analysis on the project’s cumulative air quality and emissions impacts. The order states that FERC will not authorize construction until the commission completes this process.
The vote for the new review is 4-0, and bipartisan. It could slow down approvals for the project till, perhaps, the third quarter of next year. And that’s good news, because the rationale for new LNG exports shrinks with each passing month, as the gap between the price of clean solar, wind, and battery power, and the price of fossil fuel, continues to grow.
The Biden administration should and could deny the permits outright, and here’s a petition urging them to do just that, and plans from Climate Defiance for demonstrations at the DOE next week. Most observers seem to think the denial is unlikely, especially after the FERC ruling gave them a plausible out on the most controversial of the projects. (And if they do deny them, the Trump administration might well be able to un-deny them, though at some point this all enters a valley of legal complication too thick for me to hack my way through.) Still—finish what you started. A year of investigation should have made clear that more LNG exports are not in the public interest, which means saying no.
At the very least what the Biden administration can and must do is tell the truth.
The detailed report on the economics and science of LNG exports is apparently all written and just waiting for the DOE to release, but in some ways almost as important as the report itself will be the cover letter that comes with it. The report will be dense; the language that introduces it should be clear. Though it won’t necessarily stop the new guys from doing what they want, it’s time for President Joe Biden and Energy Secretary Jennifer Granholm to declare forthrightly that
It took me far too long to figure out the danger these exports posed. I started writing about it for The New Yorker and on this newsletter in late summer of 2023, and once I understood the situation I stopped writing and started organizing, helping people like Jamie Henn and Jeremy Symons and Maura Cowley build an ad hoc climate wing of the coalition that won the pause. I’m very proud of the role Third Act played in mobilizing public opinion and I’m very proud of the role this small newsletter played too. The New York Times didn’t write a single story until the day before Biden’s decision when it was already a fait accompli; it took independent journalism and independent activism to make it happen.
One reason Vice President Kamala Harris’ defeat broke my heart is because I think she would have quashed this expansion for good. But I’m hopeful that we delayed them long enough (especially given this new FERC ruling) to seriously screw up the prospects for endless expansion. Every month counts (and every month adds to financing costs); the great movement that arose to defeat these projects has taken more than a dozen months out of the calendar for their promoters, and that may well spell the difference for many projects.
The always-rational gas industry has treated its opponents with the usual respect—as one official of the Canadian producers explained recently, we are all part of a “cult-like” movement seeking “a kind of promised land where everything will operate in perfect balance.” Actually, we’re just a bunch of folks hoping for a planet that doesn’t burn right up—but to Big Oil that must look like pretty much the same thing. At any rate, if it’s a cult led by folks like Roishetta Ozane and James Hiatt, then this Methodist is happy to play his part.
"As we prepare to resist Donald Trump and his promises to unleash U.S. LNG on the world, you must use the remaining days of your presidency to lock in as much climate progress as possible," the groups wrote.
As the United Nations Climate Change Conference in Baku, Azerbaijan draws to a close and the second presidency of Donald Trump approaches, nearly 300 organizations from almost 40 countries are calling on the Biden administration to do everything in its power to stop the buildout of liquefied natural gas infrastructure.
The 282 groups, which included the Sunrise Movement, Oil Change International, the Louisiana Bucket Brigade, the Center for Biological Diversity, and several branches of 350.org and Friends of the Earth, sent a letter to U.S. President Joe Biden on Thursday outlining several steps he and his administration could take to use "the time it has left" to scupper the LNG expansion ahead of Trump's second term.
"As we prepare to resist Donald Trump and his promises to unleash U.S. LNG on the world, you must use the remaining days of your presidency to lock in as much climate progress as possible," they wrote.
"Now is the time to safeguard communities and the climate against the threat of growing LNG exports, which the administration can do by putting a stop any more risky buildouts from Big Oil."
In particular, the letter writers outlined four main actions Biden could take:
"The Biden administration has mere weeks to protect the planet from the threat of more LNG infrastructure, and the growing LNG boom under his watch is something we cannot afford," Raena Garcia, senior energy campaigner at Friends of the Earth U.S., said in a statement. "Now is the time to safeguard communities and the climate against the threat of growing LNG exports, which the administration can do by putting a stop any more risky buildouts from Big Oil."
Under Biden, the U.S. became the world's leading exporter of LNG, even as new research shows that the fuel could be as bad as coal for the climate, or even worse.
"The explosion of LNG exports from the U.S. represents an extreme grab of the limited carbon budget remaining to constrain global temperature rise," the letter writers, who come from more than 37 countries, argued. "This is especially egregious considering that the United States has already consumed far more than its fair share of the remaining carbon budget."
Following Russia's invasion of Ukraine in 2022, the expansion in U.S. LNG exports was partly sold as a way for it to help its allies in Europe gain energy independence from Russia and survive an immediate wartime shortage of Russian gas. However, most of the new projects pushed by the industry in both the U.S. and Europe would not begin operating until 2026 and therefore were more about locking in reliance on gas than meeting an immediate need.
"The energy crisis in Europe is over," said Constantin Zerger, head of energy and climate protection at Deutsche Umwelthilfe. "There is no need for additional gas supplies from the United States for Europe. Instead of expanding already harmful fossil infrastructure, we need to turn the tide and accelerate the buildout of renewable energy. We must prioritize protecting climate targets and human rights over a second lifetime for a dirty industry."
The letter comes as Trump, whom the writers called "an impending nightmare for people and the planet," has promised to expand fossil fuel production and infrastructure and lift environmental regulations. His pick to lead the Environmental Protection Agency, Lee Zeldin, has pledged to work toward "U.S. energy dominance" and his choice to lead the DOE, Chris Wright, is a fracking CEO who claims that "there is no climate crisis."
The environmental groups urged Biden to do "damage control."
"The next four years will test the limits of global resistance against fossil fuels," they concluded. "The next two months should be spent doing all that we can to protect communities in the U.S., the Global South, and throughout the world. We implore you to not act as though your climate presidency ended on November 5."
"Just like climate change won't be solved by any one president, climate action won't be stopped by any one president," Sen. Ed Markey said at the United Nations Climate Change Conference in Azerbaijan.
A pair of Democratic U.S. senators pledged Saturday at the United Nations Climate Change Conference in Baku, Azerbaijan to keep fighting for climate action during Republican President-elect Donald Trump's second term, while urging President Joe Biden to act decisively against liquefied natural gas exports before the end of his presidency.
Sens. Sheldon Whitehouse of Rhode Island and Ed Markey of Massachusetts spoke at a press conference Saturday following a Friday joint panel discussion at COP29, where they both sounded the alarm over the dangers of Trump 2.0 and offered hope for climate action.
"With Trump and the Republicans taking their turn at the political reins, oil and gas companies will soon have their pick of lackeys to enable their destructive, polluting LNG wish list," said Markey, who chairs the Senate Environment and Public Works Subcommittee on Climate, Clean Air, and Nuclear Safety.
"Supercharged natural gas exports will be a new Trump energy tax on American households, costing households billions by sending fossil fuels abroad to the highest bidder," the senator continued. "Big Oil has a business plan—and is only here at COP29 to make their business deals, at the expense of working families in the U.S. and frontline communities around the globe."
"But our climate-focused, people-powered, renewable plan is better, and we're joining forces worldwide to fight for it and reject Big Oil's attempt to put private profits over the public interest—no matter who's president and no matter which cronies are at the controls," Markey added.
As the senator noted during a Friday press call, "Just like climate change won't be solved by any one president, climate action won't be stopped by any one president."
Earlier this week, Markey and Congresswoman Veronica Escobar (D-Texas) introduced the Targeting Environmental and Climate Recklessness Act (TECRA), legislation to "restrict access to the U.S. financial system for those individuals and companies most responsible for exacerbating climate change and deforestation."
Whitehouse said in a statement that "dark days are ahead in Washington as Donald Trump, Republicans, and their fossil fuel handlers abdicate America's leadership on climate just as the scientific and economic warnings of climate chaos grow more clear and grim."
"The world must be clear-eyed about the threat Trump's Republican Party poses to climate safety," the senator added. "At COP, I hope to reassure our foreign counterparts that Democrats will pursue climate progress at every level of government while fighting tooth and nail to expose the Big Oil-fueled corruption descending on D.C."
Markey stressed that "climate change and Donald Trump are both existential threats to our health and to our livable future—but we're not giving up on either front."
"Even if Donald Trump is ready to enact his day-one doomsday agenda and pull the U.S. out of the Paris climate agreement yet again, we will rise up in support of ambitious climate action and climate finance targets—targets that will show that COP stands for Climate Outlasts Presidents," Markey argued.
"We must work together, both at home and in solidarity with lawmakers around the world, in order to delay and derail Trump and the fossil fuel industry's dirty agenda," he added.
The senators and green groups said one way to get a head start on fighting that agenda is for Biden to halt LNG export expansion. Although climate campaigners praised Biden's January pause on approvals for all LNG exports to non-Fair Trade Agreement countries, a Trump-appointed federal judge lifted the pause in July. In September, the Department of Energy granted LNG export approval to the company New Fortress Energy.
Under Biden's watch, the United States became the world's leading LNG exporter.
"While Trump stacks his cabinet with a carnival of corporate cronies, President Biden has just weeks to halt some of the biggest carbon bombs on Earth," Center for Biological Diversity senior climate campaigner Ben Goloff said at Saturday's press conference."
"From the Gulf Coast to Europe and Asia, U.S. LNG expansion is neither needed nor wanted. The Biden administration should urgently complete its review of LNG exports' many harms," Goloff added. "It should reject authorizations for monster polluter [Calcasieu Pass 2] LNG export terminal and other pending projects that fail to meet the public interest test required by law, science, and justice."