NY plans for ‘net zero’ power grid make zero logical or financial sense

By Francis Menton, May 3, 2022

Today I trekked out to Brooklyn to testify at a public hearing on New York’s plans to achieve “net zero” electricity by 2030 or so, and a “net zero” economy by 2050. The organization holding the hearing was the New York Climate Action Council. This body was created under New York’s Climate Leadership and Community Protection Act of 2019 (Climate Act), and is tasked with figuring out how to achieve the statutorily mandated net zero targets.

The first statutory target is 40% reduction in carbon emissions by 2030, which as a practical matter means that fossil fuels must be almost completely eliminated from the electricity sector by that date. … Today’s hearing allowed members of the public to comment on the Draft Scoping Plan, supposedly so that any appropriate adjustments can be made before the Plan becomes final later this year.

The Climate Action Council has some 21 members. … It is dominated by environmental activists and political functionaries with no background or interest in how a huge electrical grid might actually get converted to “net zero” as an engineering matter.

Speakers got two minutes each to address the members of the Council. … After I spoke, I stuck around for about 20 more minutes before leaving. So I heard a total of around 60 people give comments. …

Of the 60, exactly four were not fully on board with the crash program to replace all fossil fuels in New York with some combination of wind and solar “renewables,” storage, and/or the magical not-yet-invented “DEFR” (Dispatchable Emissions Free Resource) often mentioned in the Scoping Plan.

The four who were not fully on board consisted of two advocates for nuclear power (note that New York just closed its last downstate nuclear plant last year, well before the end of its useful life — so nuclear is clearly going nowhere), plus one representative of each of the two large utilities, Con Edison and National Grid. In the case of the utilities, the message was, of course we’re on board, but we’ll just have to work together, and maybe you might need to go a little slower and maybe allow for some so-called “green” hydrogen in the mix, or something.

Then there were the other well-over-50 speakers. … The overriding message was an emotional plea to the Climate Council to please, please save us from these evil fossil fuels before it is too late for ourselves and our children and our planet.

Several used the opening line, “I’m here today because I’m scared.” Multiple speakers choked back tears. Easily 20 speakers invoked Hurricanes Sandy (2012) and Ida (2021), as if reducing usage of natural gas could somehow end the risk of severe storms.

An overlapping group of at least 20 went on about the increasing incidence of childhood asthma, as if atmospheric CO2 has something to do with that. Another overlapping group of at least 20 asserted that climate change was differentially harming what they called “justice communities” (when did that term come into vogue?); and therefore “justice demands” the elimination of fossil fuels. One lady focused specifically on the increasing rate of teen suicide, which she asserted was entirely attributable to fossil-fuel-induced climate change. …

So basically that left me and the two nuclear guys as the only ones out of about 60 advocating for anything approaching sanity. What follows is an approximate text of my presentation:

a Ridiculous and dangerous fantasy

My name is Francis Menton. I live in Manhattan. I am testifying as a private citizen.

I feel like I am in the crowd that has come to observe the grand procession where the Emperor unveils his new clothes. The Emperor has no clothes on. He is completely naked. Am I the only one who can see this? 100% carbon free electricity or energy for New York, at least unless based substantially on nuclear, is not different from the Emperor’s new clothes. It is a ridiculous and dangerous fantasy. It will not and cannot happen. It will shortly run into the wall off physical reality.

I will briefly address three aspects:

  1. Energy storage
  2. Hydrogen
  3. The global context

Energy storage

Supposedly, we are replacing our fossil fuel generation (mostly natural gas) with wind and sun. Sun does not work at night, and there is little in the winter. Wind does not work when it is calm. Neither works on a calm night.

How do you plan to back this up when we have no more coal or natural gas? The treatment of this subject in the Scoping Plan is breathtakingly incompetent. Where is the calculation of how much storage you will need to get through a full year? The Scoping Plan doesn’t even make that calculation in the correct units, which are gigawatt hours.

You’re going to need at least 10,000 GWH of storage to back up just current usage if you replace a fossil fuel generation with wind and solar. At the price of Tesla batteries, that will run you about $1.5 trillion, which is approximately the entire GDP of New York State. If you triple electricity consumption by electrifying vehicles and homes, then you must triple the storage, and it will cost at least 3 times GDP. And by the way, you need a battery that can store electricity all the way from summer to winter without all the energy dissipating and then discharge over the course of months. No existing battery can do that.

This can’t be done. How could you commit us to this without any feasibility study, any detailed cost workup, let alone a demonstration project showing that it can be done?


Hydrogen is not the answer to this. To generate hydrogen from water is enormously costly. And then you promptly lose about three-quarters of the energy you expended, because one-quarter is all you get back when you burn the hydrogen. And then, the H2 is inferior in every way to natural gas:

  • H2 is only about one-fourth as energy dense by volume as natural gas. Are you planning to quadruple all the pipeline capacity?
  • H2 is much more a danger to explode than is natural gas.
  • H2 is a tiny molecule that is very difficult to keep from leaking. And very corrosive to metal pipes. Do all homeowners have to replace their internal pipes?
  • How much more does H2 cost than natural gas? 5 times? 10 times? Where is the detailed cost study? Where is the demonstration project?

Nobody currently does hydrogen at large scale and there are very good reasons for that.

The Global Context

New York’s average electricity usage is around 20 GW. You’re talking about building a “massive” 9 GW of new offshore wind turbines in the effort to go carbon free.

Meanwhile, do you know what China is doing? Just this year, they are building 47 GW of new coal plants. Those will produce all the time, versus only one-third of the time for our wind turbines, so China is building just this year in coal plants some 15 times our planned massive wind turbine development.

And then they have another 100+ GW of coal plants in the works for just the next couple of years.

And then there’s India. They have about the same population as China (1.4 billion, which is 70x our population). India is way behind China on electrification. They explicitly say they are going to do it with coal. That will be well over 1000 GW of coal capacity by the time they are done.

And then there’s Africa. They have about 1 billion people — and 2 billion projected by 2100. And most of those people have no electricity at all. They’re also going to do it with coal.

Who are we trying to kid here? To the extent that New York is able to reduce emissions somewhat, it will be completely insignificant in the global context.

The whole project for New York is completely unworkable, wildly expensive, and utterly meaningless in the global context. People, this emperor has no clothes.

Thank you.

I’m not fooling myself into thinking that this will have any immediate impact. I will say that among all the other speakers, not a one addressed or attempted to refute any of my points. Clearly, to a person, they were unaware of these issues. It’s kind of shocking.

This article from retired lawyer Francis Menton’s website, Manhattan Contrarian, is available at https://www.manhattancontrarian.com. His remarks have been slightly condensed.

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