Category Archives: Energy

Making Nuclear Energy Sustainable Means Getting Rid of Nuclear Waste: Is this Possible?

“When using fast reactors in a closed fuel cycle, one kilogram of nuclear waste can be recycled multiple times until all the uranium is used and the actinides — which remain radioactive for thousands of years — are burned up. What then remains is about 30 grams of waste that will be radioactive for 200 to 300 years,” said Mikhail Chudakov, IAEA Deputy Director General and Head of the Department of Nuclear Energy.

Fast reactors were among the first technologies deployed during the early days of nuclear power, when uranium resources were perceived to be scarce. However, as technical and material challenges hampered development and new uranium deposits were identified, light water reactors became the industry standard. However, efforts are underway in several countries to advance fast reactor technology, including in the form of small modular reactors (SMRs) and microreactors (MRs). 

Five fast reactors are now in operation: two operating reactors (BN-600 and BN-800) and one test reactor (BOR-60) in the Russian Federation, the Fast Breeder Test Reactor in India and the China Experimental Fast Reactor. The European Union, Japan, the United States of America, the United Kingdom and others have fast reactor projects tailored to a variety of aims and functions underway, including SMRs and MRs. Russia’s Pilot Demonstration Energy Complex, which is under construction in Seversk, brings together a lead-cooled BREST-OD-300 fast reactor, a fuel fabrication and refabrication plant, and a plant for reprocessing mixed nitride uranium–plutonium spent fuel. A deep geological waste repository will also be built. The importance of this pilot project is not only to demonstrate the making of new fuel, irradiate it, and then recycle it, but to do so all on one site.

“Having the whole closed fuel cycle process on one site is good for nuclear safety, security and safeguards,” said Amparo Gonzalez Espartero, Technical Lead for the Nuclear Fuel Cycle at the IAEA. “It should also make more sense economically as the nuclear waste and materials do not need to be moved between locations — as they are currently in some countries — thereby minimizing transportation and logistical challenges.”

Projects are advancing in other countries. China is constructing two sodium cooled fast reactors (CFR-600) in Xiapu County, Fujian province. The first unit is under commissioning and is expected to be connected to the grid in 2024. In the USA, a fast reactor project backed by Microsoft co-founder Bill Gates is under development; it will not operate in a closed fuel cycle, although the country is renewing efforts to work on closed nuclear fuel cycles and use its existing nuclear waste to develop its own supply of fuel. In Europe, the MYRRHA project in Belgium is aimed towards building a lead-bismuth cooled accelerator driven system by 2036 to test its ability to break down minor actinides as part of a future fully closed fuel cycle.

Excerpts from Lucy Ashton, When Nuclear Waste is an Asset, not a Burden, IAEA, Sept., 2023

The Dangers of Manic Oil Production

In a desolate stretch of desert spanning West Texas and New Mexico, drillers are pumping more crude than Kuwait. The oil production is so frenzied that huge swaths of land are literally sinking and heaving. The land has subsided by as much as 11 inches since 2015 in a prime portion of the Permian Basin, as drillers extract huge amounts of oil and water, according to a Wall Street Journal analysis of satellite data. In other areas where drillers dispose of wastewater in underground wells, the land has lifted by as much as 5 inches over the same period. Alongside crude, oil-and-gas companies are extracting gargantuan amounts of subterranean water—in the Delaware, between five and six barrels of water are produced, on average, for every barrel of oil. To dispose of it, they inject billions of barrels of putrid wastewater into underground disposal wells.

The constant extraction and injection of liquids has wrought complex geologic changes, which are raising concerns among local communities long supportive of oil and gas. Earthquakes linked to water disposal have rattled residents and prompted state regulators to step in. Some researchers worry that wastewater might end up contaminating scarce drinking-water supplies

Excerpts from Benoit Morenne and Andrew Mollica, Permian Oil Extraction Lifts and Sinks Land, WSJ, Apr. 29, 2024

Will the 4 Waves of Sanctions Stop Russia?

Supercooled gas has quickly become one of the world’s most important energy sources—and a flashpoint between Russia and the U.S. Nowhere is that contest more apparent than in Russia’s Arctic north. An enormous new coastal facility is being built there to produce liquefied natural gas, a key project for Russian President Vladimir Putin. The U.S. is using a barrage of sanctions to cripple the initiative, known as Arctic LNG 2. These have stopped Russia from taking delivery of specialized, colossal tankers that it needs to transport the gas, and made it hard to build alternative vessels domestically. “Our role is to ensure Arctic LNG 2 is dead in the water,” Geoffrey Pyatt, the U.S. assistant secretary of state for energy resources, told a conference in Switzerland in April 2024.

Globally, LNG is ascendant. Demand is buoyant as governments ditch dirtier coal and the uptake of power-hungry artificial intelligence accelerates. Supply is surging too, and players such as industry heavyweight Qatar have major expansion plans. For Russia’s part, Putin aims to more than triple LNG exports in the coming years. His goal: Bring in more money to fund the war in Ukraine and offset a decline in Russia’s traditional business of exporting gas via pipelines. ..

About 32 million metric tons a year of capacity are under construction, according to Rystad Energy, a consulting firm, on top of an existing 29 million tons. In December 2023, the first of three liquefaction plants, known in the industry as trains, was completed at Arctic LNG 2, and the facility began producing LNG. The milestone, despite U.S. sanctions, was lauded as a win for Moscow by analysts and Russian officials. A few months later, however, victory looks less certain.

Exports were supposed to begin in the first quarter of 2024, according to Russia’s energy minister. But the custom-built ships that Novatek, the Russian energy giant behind the project, needs to break through frozen parts of the Arctic Ocean haven’t been delivered.

Hanwha Ocean, a South Korean shipbuilder, said it has canceled plans to build three vessels for Arctic LNG 2 for sanctions-related reasons. Mitsui O.S.K. Lines, a Japanese shipping company, has said it also won’t provide vessels to Arctic LNG 2 despite having planned to charter three carriers. Without ships, Novatek can’t export any gas. As a result, LNG output has ground to a halt, and the facility is mostly recirculating already-produced gas, according to people familiar with the plant. Novatek didn’t respond to a request for comment.

France’s TotalEnergies, which holds 10% of Arctic LNG 2, declared a force majeure earlier this year, indicating it can’t supply customers due to circumstances beyond its control. Total said it was complying with sanctions and doesn’t plan to deliver gas from the project this year.

In total, the U.S. has hit Russia’s fledgling LNG industry with four waves of sanctions since September. It has targeted operating companies for the Arctic LNG 2 project, storage vessels, shipping companies it suspected were seeking to buy specialized carriers for the project, and companies working on a second facility near the Baltic Sea.

Excerpts from Anna Hirtenstein, The U.S. Is Trying to Cripple Russia’s Vast Arctic LNG Project, WSJ, Apr. 14, 2024

The Real Price for ‘Green’ Energy

Civilization would not exist were it not for miners. Every year the world’s oldest industry supplies hundreds of megatons of the primary metals and minerals that are essential to all subsequent industries—from medical devices to kitchen appliances, aircraft, toys, power plants, computers and cars. Hence it’s consequential when the governments of Europe and the U.S. implement policies requiring that global mining expand, and soon, by 400% to 7,000%. Those policies are meant to force a transition away from the oil, natural gas and coal that supply 80% of global energy. But it’s an unavoidable fact that building the favored transition machines—wind turbines, solar panels, electric cars—will require astonishing quantities of minerals to produce the same amount of energy.

The other challenge involves people. Mining has always been as much about people as it has about geology, technology and money. In “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives,” Ernest Scheyder highlights the myriad difficulties faced by the people who build mines, as well as those hurt by or opposed to them. As Mr. Scheyder notes, mining is “dirty work.” That’s no invective; it’s just reality…He focuses on the social and political dynamics that accompany big mining projects because, as he writes, there’s “no way around the fact that mines are gargantuan creations that maim the Earth’s surface.” He makes clear that his goal isn’t to question the need for more mines but to understand “whether these lands should be dug up in an attempt to defuse climate change,” especially when some lands are considered sacred by their neighbors and inhabitants.

Excerpts, ‘Mark P. Mills, The War Below’ Review: Digging for Minerals, WSJ, Mar. 3, 2024

Fracking v. Nuclear Wastes: the Fate of New Mexico

Holtec International, a Florida-based company, aims to rail thousands of canisters of spent nuclear fuel to Lea County, New Mexico, United States, and store the containers below ground. The site has a 40-year license and could ultimately hold around 170,000 metric tons of used radioactive fuel—about twice as much as the U.S. currently holds. It would be the largest such facility in the world, and Holtec says it would further the development of U.S. nuclear energy. [This plan is opposed by Fasken Oil and Ranch] a company that claims that  a nuclear incident in the Permian basin, which cranks out more oil than Iraq and Libya combined, would have devastating consequences for U.S. energy and the local economy. “I’m not antinuclear,” Fasken Assistant General Manager Tommy Taylor, said. “We just don’t feel like siting all the nuclear waste in the middle of our biggest oil and gas resource is a good idea.” 

Fasken said the nuclear-waste storage sites threaten its operations in the Permian. According to the court filing of Fasken:

“The proposed site sits on top of and adjacent to oil and gas minerals to be developed
by means of fracture stimulation techniques. Currently, drilling techniques used to
extract minerals in the Permian Basin involve drilling horizontally into deep
underground formations up to two miles beneath the earth’s surface. High pressure
fluids are pumped into the wells, in some cases exceeding twelve thousand pounds
per square inch. This pressure is power enough to fracture the surrounding rock
thus releasing the oil and gas
. The pressure creates fissures and cracks
beneath the surface
. And, at this time, there are oil and gas operators testing a new
technique of simultaneously drilling and fracturing up to 49 horizontal wellbores in
a single section of land. Either the traditional or new and unproven drilling
technique, involving more than 20,000,000 bbls of water and sand, could
conceivably be utilized to inject into and withdraw from the rock formation beneath
and surrounding the Holtec site. Hydraulic fracturing beneath and around Holtec
should give the NRC pause and is sufficient reason not to proceed.” (HOLTEC INTERNATIONAL’S ANSWER OPPOSING FASKEN’S, pdf)

The yearslong fight has entangled large oil companies, the country’s top nuclear regulator, the states of Texas and New Mexico, as well as local communities that want to host the nuclear waste

Supporters of the nuclear-waste projects say they could help break a decades-old nuclear waste logjam that has led to radioactive refuse piling up at reactors. President Biden and billionaire investors are endorsing new nuclear projects to reduce greenhouse-gas emissions, but the U.S. has yet to figure out where to permanently unload some of the most hazardous material in the world.  The Permian is home to two sites that handle some types of nuclear waste and to the only commercial uranium-enrichment facility in the country.  Holtec’s storage would be temporary, and some nuclear experts say interim facilities can be a stopgap until the federal government builds a permanent, deep geologic repository. A plan to house nuclear waste at Nevada’s Yucca Mountain fizzled under former President Barack Obama, and the search for an alternative site has stalled.

As a result, the US federal government is paying utilities billions of dollars to keep used fuel rods in steel-lined concrete pools and dry casks at dozens of sites.  Consolidating used nuclear fuel at one or two facilities would lessen that financial

Fasken has notched court victories. Last year, the U.S. Fifth Circuit Court of Appeals in New Orleans found that federal law didn’t authorize the Nuclear Regulatory Commission to license a private, away-from-reactor storage facility for spent nuclear fuel. It vacated the federal license for another storage project proposed by Interim Storage Partners, a joint-venture between Orano USA and Waste Control Specialists. The Nuclear Regulatory Commission has asked the court to reconsider.

The Holtec project faces other hurdles. New Mexico last year passed legislation all but banning storage of high-level nuclear waste. Texas lawmakers have also opposed interim storage facilities. The Holtec spokesman said the company was evaluating the legislation’s impact on the project. Fasken expects the fight over interim storage will eventually reach the Supreme Court. 

Excerpts from Benoit Morenne, The War over Burying Nuclear Waste in America’s Busiest Oil Field, WSJ, Feb. 19, 2024

When Lakes Become a Soup of Minerals: the Fate of Great Salt Lake

In the summer 2024, a California startup plans to start construction on a project to suck up water from the Great Salt Lake, Utah, United States to extract one of its many valuable minerals: lithium, a critical ingredient in the rechargeable batteries used in electric vehicles. The water will then be reinjected back into the lake, which Lilac Solutions says addresses concerns about the damaging effects of mineral extraction. At its peak, Lilac says it will use a series of pipes to suck up 80,000 gallons of water a minute to harvest the mineral. The company plans to eventually produce up to 20,000 tons of battery-grade lithium a year.

The effort is one of dozens of projects across the U.S. racing to build up a domestic supply of lithium and other battery minerals as the Biden administration is dedicating billions of dollars to strengthening the U.S. battery supply chain and reducing reliance on China, which dominates the global production of battery minerals.

One common extraction method of lithium pumps briny underground water into vast man-made ponds, where evaporation separates lithium from other elements over 18 months or more. Mining companies in Chile and elsewhere have used the approach, which drains scarce water resources and can leave deposits of toxic residues.

Lilac says its technology is much faster, taking a matter of hours from the time of extraction, while preserving water levels. Its method deploys reusable ceramic “beads” that attach to lithium atoms to separate them from the brine.

At the Great Salt Lake, mineral extraction is nothing new. The lake has been shrinking for decades because of agricultural, industrial and other diversions of its feed waters. Extraction of minerals accounts for about 13% of its water diversion, according to a 2019 study. Meanwhile, the lake has become a concentrated soup of minerals, since it doesn’t have an outlet that lets it discharge the ones that flow into it.

Scott Patterson, The Great Salt Lake Is Full of Lithium. A Startup Wants to Harvest It, WSJ, Feb. 12, 2024

Great Fear and Uphill Struggle: US, Japan and China

In Japan’s glory days of the the late 1980s, the country accounted for about half of the global semiconductor industry, and the U.S. was left to beg, plead and threaten as it tried to get a small slice of the Japanese market. A bestselling book in Japan during the Cold War’s waning days called “The Japan That Can Say No” suggested that Tokyo could leverage its dominance in semiconductors to control the world’s military balance—and perhaps help the Soviet Union instead of the U.S.

Today, the great fear driving chip investments in both U.S. and Japan is China. The U.S. policy calls for helping allies such as Japan build a supply chain that is less exposed to risks posed by a hostile Beijing. While the U.S. is expanding its own chip production through the Chips and Science Act, which includes some $53 billion of spending, people involved in the Rapidus project (between U.S. and Japan) said the U.S. needed further global diversification. ..The Rapidus project aims to get Japan back into the heart of the business of chip making by building facilities on the northern island of Hokkaido, known for its ski resorts. Rapidus says it wants to begin pilot production in 2025 and full-scale production in 2027. Some 6,000 workers are being drafted to put up the factory.

Japan’s Ministry of Economy, Trade and Industry has said that it intends to help Rapidus achieve its goals, and that it wants the Japanese semiconductor industry to have revenue of some $100 billion in 2030, triple the 2020 figure. The ministry is pitching in billions of dollars for additional projects in Japan. TSMC is building an $8.6 billion factory on the southern island of Kyushu and is in talks about a second. Assuming it gets the money, Rapidus still has to master a level of manufacturing technology attained so far by only two companies, TSMC and South Korea’s Samsung Electronics. Both are projected to have the ability to mass-produce 2-nanometer chips by 2025.

Excerpts from Peter Landers and  Yang Jie, Japan’s Plan to Become a Chipmaking Champ Hinges on This Football-Loving Engineer, WSJ, July 6, 2023

Fraud and Manipulation in Voluntary Carbon Markets

The $2 billion voluntary carbon-offsets market has suffered allegations that many credits don’t deliver the emissions cuts they promise, but multiple efforts to rebuild credibility face an uphill battle. In 2023 the US Commodity Futures Trading Commission said it would make policing carbon offsets a priority. Nestlé decided to leave the market and standard setters published guidelines that few existing buyers would meet…“The offset industry’s inability to self-regulate has produced a slow-moving crisis,” said Danny Cullenward, research fellow at the Institute for Carbon Removal Law and Policy at American University. “Companies are asking whether the marketing benefits are worth the legal risks.”

Morgan Stanley estimated in February 2023 that that carbon offsets could be a $100 billion market by 2030. However, over the past year the market’s credibility has suffered after a series of allegations that credits aren’t delivering on their emissions-reduction promises. It has left many companies with cold feet.

Each carbon credit is supposed to equal one metric ton of carbon dioxide avoided or removed from the atmosphere. Removal credits usually fund restoration projects such as tree planting, while the most common offset or avoidance credits fund energy-efficiency projects, renewable energy or protect forests. These so-called voluntary credits are separate and usually cheaper than government-regulated carbon trading that polluters pay for in the European Union and elsewhere. There are also some voluntary credits for mechanically removing CO2 directly from the air, which are currently much more expensive.

0In June 2023, the CFTC— the US federal regulator of derivatives—created an environmental task force focused on rooting out fraud in carbon markets. Earlier that month, the agency called for whistleblowers to expose misconduct. “As carbon credit markets continue to grow, we will act to foster the integrity of these markets by fighting fraud and manipulation,” CFTC Enforcement Director Ian McGinley said.

Excerpts from Dieter Holger, Rebuilding Trust in Carbon Offsets Faces Uphill Battle, WSJ, July 12, 2023

Essence of Fear: Fukushima Radioactive Water Dump in Pacific Ocean

Nearly three-fourths of South Koreans say they will eat less seafood after Japan starts releasing Fukushima radioactive wastewater into the Pacific Ocean. The price of sea salt in the country skyrocketed and government reserves were released, as panic buying ahead of the nuclear-water dump emptied out the shelves…Japan’s plan to release the water into the sea after diluting the radioactive elements to what it says are safe levels has been affirmed by the International Atomic Energy Agency (IAEA), a United Nations body. The agency’s chief, Rafael Grossi, personally delivered the final IAEA report to Japanese Prime Minister Fumio Kishida this week. The report said radionuclides would be released at a lower level than those produced by natural processes and would have a negligible impact on the environment.

But….“The field of nuclear power is contaminated with fear,” said Michael Edwards, a clinical psychiatrist in Sydney who interviewed Fukushima residents following the nuclear accident. “Psychologically, people do not really understand and trust science, and know science can be an instrument of government.”…Beijing’s Foreign Ministry has slammed the Fukushima wastewater plan, accusing Japan of treating the surrounding ocean as the country’s own “private sewer.” China has expanded restrictions on food imports from Japan, which include a ban on food products from Fukushima and nine other prefectures.

Excerpts from Dasl Yoon and Miho Inada ‘How Could I Feel Safe?’ Japan’s Dumping of Radioactive Fukushima Water Stirs Fear, Anger, WSJ, July 7, 2023

The Environmental Harm Caused by the Energy Transition

In the electric-vehicle business, the quandary is known as the nickel pickle. To make batteries for EVs, companies need to mine and refine large amounts of nickel. The process of getting the mineral out of the ground and turning it into battery-ready substances, though, is particularly environmentally unfriendly. Reaching the nickel means cutting down swaths of rainforest. Refining it is a carbon-intensive process that involves extreme heat and high pressure, producing waste slurry that’s hard to dispose of. The nickel issue reflects a larger contradiction within the EV industry: Though electric vehicles are designed to be less damaging to the environment in the long term than conventional cars, the process of building them carries substantial environmental harm.

The challenge is playing out across Indonesia’s mineral-rich islands, by far the world’s largest source of nickel. These deposits aren’t deep underground but lie close to the surface, under stretches of overlapping forests. Getting to the nickel is easy and inexpensive, but only after the forests are cleared.  One Indonesian mine, known as Hengjaya, obtained permits five years ago to expand its operations into a forested area nearly three times the size of New York City’s Central Park. The mine’s Australian owner, Nickel Industries, said that rainforest clearing in 2021 caused greenhouse gas emissions equivalent to 56,000 tons of carbon-dioxide. That’s roughly equal to driving 12,000 conventional cars for a year, according to calculations by The Wall Street Journal based on U.S. Environmental Protection Agency data. “Unfortunately, land clearing is required for all open-cast mining processes, including our operations,” said the firm’s sustainability manager…. The negative impact is offset, he said, by nickel’s use in environmentally friendly batteries…Auto executives worried about having enough nickel to meet rapidly growing demand for EVs. They had moved away from cobalt, another battery component, after human-rights groups and journalists reported on widespread child labor in cobalt operations and dangerous conditions faced by miners in the Democratic Republic of Congo. Automakers tweaked their batteries to reduce cobalt by adding more nickel…

The nickel rush has created pressing new environmental concerns. The HPAL process used to process nickel pioneered by Chinese companies involves dousing nickel ore in sulfuric acid and heating it to more than 400 degrees Fahrenheit at enormous pressures. Producing nickel this way is nearly twice as carbon-intensive as mining and processing sulfide nickel found in Canada and Russia. Another way of processing laterite ore that often uses coal-powered furnaces is six times as carbon-intensive, according to the International Energy Agency. Companies also face questions about how to get rid of the processing waste. It is difficult to safely sequester in tropical countries because frequent earthquakes and heavy rains destabilize soil, which can cause waste dams to collapse. A 2018 Indonesian law allowed companies to obtain permits to discard mineral processing waste into the ocean….

China’s domination of Indonesian nickel processing poses risks for Western electric-vehicle companies at a time of fraying relations between Washington and Beijing. Last year, the U.S. government declared nickel a critical mineral whose supply is vulnerable to disruption, with very limited nickel production operations in the U.S.

Excerpts from Jon Emont, EV Makers Confront the ‘Nickel Pickle’, WSJ, June 5, 2023

Saving the Climate by Fouling the Oceans

The Norwegian government in June 2023 opened the door for deep-sea mining in its waters, despite opposition from environmental groups and a growing list of nation states arguing to ban the practice.  The government said it was proposing parts of the Norwegian continental shelf be opened for deep sea mining and other commercial seabed mineral activities…Companies and countries are scouring the planet to find and secure additional sources of metals and minerals critical for the energy transition, including cobalt, manganese and nickel.  To date deep-sea mining has focused on the extraction of seabed nodules—tennis-ball sized pieces of rock which contain manganese, cobalt and nickel, all of which are used in electric-vehicle batteries

So far much of the attention has centered on the Clarion Clipperton Zone in the Pacific Ocean: An area of water between Mexico and Hawaii that contains millions of tons of nodules.  In Norway however, the focus will be on seabed crusts on the country’s continental shelf. The target crusts contain copper, zinc and cobalt, as well as some rare-earth elements, according to the Norwegian Petroleum Directorate…

Countries including France and Germany have called for moratoriums on deep-sea mining, while in May 2023 a report found that when researching the pacific seabed, 90% of the more than 5,000 marine creatures found living in the Clarion Clipperton Zone were new species. Companies including Maersk and Lockheed Martin have also been divesting their deep-sea mining investments. 

Excerpts from Yusuf Khan, Norway Opens Door for Deep-Sea Mining of Copper and Other Critical Materials, WSJ, June 20, 2023

Wielding the Weapon of Nuclear Expertise: Russia

Cutting the heart out of a nuclear power plant, the dismantling of a nuclear power plant, is a surgical procedure that only a few specialists are equipped to handle. The process begins by launching plasma-torch-wielding robots into an empty pool surrounded by thick concrete walls. From there, the remote-controlled machines make circular cuts, as if slicing pineapple rings, through a 600-ton steel vessel that contains radiation generated over decades of splitting atoms. These rings are then diced into meter-long pieces and transported via secure convoy to radioactive waste repositories, where they are left to cool down — indefinitely.

Behind the scenes, scores of nuclear engineers, radiation safety experts and state regulators monitor this operation, which can cost upwards of a billion dollars and take years to plan and execute. The expertise needed to pull this off without error is why “there are only a handful of players” in the high-radiation decommissioning (dismantling) business, said Uniper SE’s Michael Baechler, who is supervising the dismantling of Sweden’s Barsebaeck Nuclear Power Plant.

Among the oldest and most experienced is Germany’s Nukem Technologies Engineering Services GmbH, which for decades has offered its unique services in Asia and Africa and across Europe. Nukem engineers helped contain radiation from the destroyed reactors in Chernobyl and Fukushima. They helped lead the clean-up of an atomic-fuel factory in Belgium. In France, the company devised ways to treat waste from the International Thermonuclear Experimental Reactor. With researchers predicting that cleaning up after aging nuclear power plants will evolve into a $125 billion global business in the near future, Nukem should be ideally positioned to capitalize on the moment.

Except for one thing: the company is wholly owned by Rosatom Corp., the Kremlin-controlled nuclear giant, putting it in the center of an uncomfortable standoff…Unlike Germany’s seizure of Russian storage and refining assets after the war with Ukraine, Nukem does not have as much fixed infrastructure to go after. If sanctions were to be imposed, Rosatom might simply close shop or move Nukem’s headquarters to a friendlier jurisdiction… But this presents a problem because “Nukem presides over a large pool of know-how.” Its valuable asset being its 120 mostly German engineers who can work across the nuclear supply chain from the building to the decommissioning of nuclear power plants. The International Atomic Energy Agency has warned of an acute shortage of decommissioning workers.

Excerpt from The Russian nuclear company the West can’t live without, Bloomberg News, May 13, 2023

Dirty Air: the Lack of Cross-Border Cooperation

An airshed is a geographical area where local topography and meteorology limit the dispersion of pollutants away from the area. Research and practice has shown that regulating pollution by taking into account airsheds, rather the arbitrary boundaries of cities and towns, can be a cost-effective way of fighting pollution.

Managing air pollution by taking into account the airsheds has done successfully in Europe and China, whose capital was once as synonymous with smog as New Delhi, India, is today. Beijing’s air is now cleaner chiefly thanks to the creation in 2013 of a powerful airshed-wide authority responsible for the capital, the city of Tianjin and 26 adjacent prefectures. In 2017 pm2.5 levels in Beijing were half those of the previous year.

India is trying to follow this example in and around Delhi. In 2021 it launched a pollution-control agency, called the Commission for Air Quality Management, with responsibility for a 55,000-square-km area, encompassing the capital and parts of Haryana, Rajasthan and Uttar Pradesh… Yet a decisive way to deal with air pollution in India will require a major expansion of this approach, according to the World  Bank.

The World Bank has identified six regional airsheds of South Asia. They are vast areas, covering multiple urban, provincial and national jurisdictions. Significantly, four of the six cross national borders. One stretches from eastern Iran into western Afghanistan and southern Pakistan; another covers much of northern India and western Bangladesh. According to the World Bank’s modelling, the more coordinated the pollution controls adopted in these airsheds, the more cost-effective and beneficial they would be.

The ideal scenario, it suggests, would be for authorities within a given airshed to co-operate, across national borders, on data-sharing and policy formulation, while each working towards a locally determined target. This would allow them to prioritize relatively easy or low-cost forms of pollution control—such as regulating brick kilns—over more difficult or expensive sorts, such as closing coal-fired power stations. The World Bank reckons that in this scenario South Asian life expectancies would rise, infant mortality would drop and health-care expenditure would fall. For a cost of $5.7bn, it estimates the approach could bring economic benefits worth $52.5bn by 2030.

The idea of Bangladesh, India and Pakistan—let alone Afghanistan and Iran—working together to such an extent… might almost seem absurd. South Asia is one of the most unneighborly, least-integrated regions in the world. It is haunted by a history of war and mutual suspicion. Its cross-border linkages are meagre. Trade within the region is just 5% of its members’ total trade…

Excerpts from, South Asia’s Filthy Air: Choked and Gasping, Economist, Feb. 18, 2023.

Economic Consequences of Falling Asleep on Wheel: the Geopolitics of Energy Transition

American officials see Africa as helping to solve two problems. The first is a global shortfall in the minerals that will be needed if the world is to meet its climate goals.The second problem, at least for the West, is China’s outsized influence on supply chains. China refines 68% of the world’s nickel, 40% of copper, 59% of lithium and 73% of cobalt, according to a report in July by the Brookings Institution, an American think-tank. “China has had free rein for 15 years while the rest of the world was sleeping,” says Brian Menell, chief executive of TechMet, a minerals firm.

America views cobalt, which is used in batteries, as a cautionary tale. In Congo, the source of about 70% of global production, Chinese entities owned or had stakes in 15 of 19 cobalt-producing mines as of 2020. America’s decision to allow a US firm to sell one of Congo’s largest copper-cobalt mines to a Chinese one in 2020 is seen in Washington as an enormous act of stupidity. It is little comfort that battery-makers are trying to use less cobalt, in part because of concerns about operating in Congo. “We cannot allow China to become an OPEC of one in critical minerals,” says an American official, referring to the oil cartel.

It is possible to identify three strands in America’s approach. The first is a multilateral effort involving Western allies. In June, Jose Fernandez, America’s under-secretary of state for economic growth, energy, and the environment, launched the Minerals Security Partnership, whose 13 members include all the G-7 countries and the EU. Many of these countries are also looking to secure more scarce rocks. Britain launched a “critical minerals strategy” in July 2022 and later this month the European Commission will propose a Critical Raw Materials Act.

A second strand in America’s approach involves its development agencies “de-risking” projects as they have done in, say, agriculture or the power sector. As well as the us Export-Import Bank, which offers trade-financing, there is the International Development Finance Corporation (DFC)... Another potential success is a memorandum of understanding signed by America, Congo and Zambia in January. America says it will help Africa’s two largest copper exporters do more than just sell the metal in its elemental state. Under it, America agreed to help the two African countries build supply chains to process their raw minerals into battery precursors for electric vehicles.

Excerpts from How America plans to break China’s grip on African minerals, Economist,  Mar. 4, 2023

Visible and Vulnerable: the Power Grid and Terrorism

Physical attacks on the U.S. power grid rose 71% last year compared with 2021 and will likely increase this year, according to a confidential industry analysis viewed by The Wall Street Journal. A division of the grid oversight body known as the North American Electric Reliability Corporation found that ballistic damage, intrusion and vandalism largely drove the increase. The analysis also determined that physical security incidents involving power outages have increased 20% since 2020, attributed to people frustrated by the onset of the pandemic, social tensions and economic challenges.

The NERC division, known as the Electricity Information Sharing and Analysis Center, or E-ISAC, recorded the sharp increase in incidents in 2022, driven in part by a series of clustered attacks on infrastructure in the Southeast, Midwest and Pacific Northwest. One of the most significant incidents occurred in early December 2022 when attackers targeted several substations in North Carolina with gunfire, leaving roughly 45,000 people in the dark…The number of politically or ideologically motivated attacks appears to be growing though it is difficult to identify the reasons for each one.  There seems to be a pattern where people are targeting critical infrastructure, probably with the intent to disrupt. In 2013, snipers targeted a large-scale transmission substation near San Jose, Calif., and raised fears that the country’s power grid was vulnerable to terrorism. The attack took out 17 transformers critical to supplying power to Silicon Valley, authorities said. A former federal regulator at the time called the event “the most significant incident of domestic terrorism involving the grid that has ever occurred.”

Excerpts from Katherine Blunt, Power-Grid Attacks Surge and Are Likely to Continue, Study Finds, WSJ, Feb. 22, 2023

Pollution as an Entitlement of the Rich

The East African Crude Oil Pipeline, a 900-mile pipeline between Uganda and Tanzania at the Murchison Falls National Park, is about to be built. The $10 billion project has become a flashpoint in the global battle against climate change, as some African governments with unexplored natural resources seek to resist a global push to limit investment in new fossil-fuel projects.

Opponents such as the U.S.-based Climate Accountability Institute, France’s Friends of the Earth and the European Parliament say the pipeline, which needs to be heated to 50 degrees Celsius (122 degrees Fahrenheit) to keep Uganda’s waxy crude liquid, would produce 34.3 million tons in annual greenhouse-gas emissions… But the governments of Uganda and Tanzania are arguing that they can’t afford not to exploit their natural resources while the world still runs on fossil fuels. It is unfair, they say, to ask poor countries to safeguard global carbon sinks and nature reserves that rich Western countries, which are responsible for most historic emissions, destroyed long ago in pursuit of their own economic development.

Nothing will stop this project,” Uganda’s President Yoweri Museveni, said from the garden of his official residence in Kampala. “We shall not accept any pressure from anybody. We know what we are doing.” TotalEnergies SE and China’s Cnooc Ltd. are involved in the project. Fitch Solutions estimates that Uganda could earn as much as $2 billion a year in taxes and royalties from the 230,000 barrels-a-day fields and the pipeline, a significant bump to the $4.5 billion it currently collects in domestic taxes.

Uganda’s neighbor, the Democratic Republic of Congo, has faced criticism, including from the Biden administration, over its plans to auction off oil-and-gas drilling sites inside its famed Virunga National Park, home to some of the world’s last remaining mountain gorillas, and peatland and rainforest areas that absorb carbon. Further south, the government of Namibia is under pressure from the United Nations to put a stop to exploratory oil drilling in the Okavango Delta, a UNESCO World Heritage site. 

The moves aren’t confined to Africa. In Mexico, President Andrés Manuel López Obrador has bet big on fossil energy. He is building a large oil refinery, the first one in the country since 1979, which is expected to start production in July, and ramped up public investment in oil exploration and production. In response to criticism from the U.S. and environmental groups, Mr. López Obrador has said that climate change became a fashionable topic among rich countries and accused some them of being hypocritical for defending reducing gas emissions while at the same time boosting oil output.

In the case of the East African Crude Oil Pipeline, more than a dozen international banks and insurers—including HSBC, Barclays and major French lenders that have helped finance previous TotalEnergies projects—have publicly said they won’t support it. ..TotalEnergies says it is confident it can raise the financing necessary to build the pipeline, with South Africa’s Standard Bank, the Industrial and Commercial Bank of China and Japan’s Sumitomo Mitsui Bank acting as lead arrangers for the project loans. People familiar with the project say the participating banks are asking for higher interest rates, which has helped raise the cost of the pipeline to $5 billion from $3.5 billion.

Some officials in poorer countries say such restrictions on developing new oil infrastructure in poor countries exacerbate global inequities, by allowing countries that already have the necessary infrastructure to profit from their fossil-fuel reserves, while potential newcomers are locked out. Uganda, like other African countries, saw protests over record-high fuel prices last year, while Tanzania’s government introduced a costly fuel subsidy to cushion the hit on households and businesses.

Excerpts from Ncholas Bariyom Uganda, Other African Nations Push for Fossil-Fuel Projects, WSJ, Feb. 22, 2023

Mining the Earth to Save it

The rush to secure green-energy metals is bringing new life to one of the world’s oldest mining hubs. Like the United States, Europe is worried that it is too reliant on China for supplies of once-obscure natural resources, such as lithium and rare-earth metals, that are seen as climate-friendly successors to oil and gas…. 

On both sides of the Atlantic, one of the best answers to long-simmering worries about green-energy security is to look north…, for example, to the “Canadian Shield,” a vast band of rock encircling Hudson Bay. The “Baltic Shield” that stretches across Scandinavia to western Russia is similarly mineral-rich. It helps explain why Sweden in particular has such a long mining heritage. In the mid-17th century, the country’s “Great Copper Mountain” near Falun provided two-thirds of the world’s copper. Even today, 80% of iron ore mined in the EU comes from a site near the Arctic town of Kiruna that Swedish state operator LKAB has exploited for well over a century.

The energy transition is an opportunity for Sweden’s mining complex. LKAB said in January 2023 that it had identified Europe’s largest body of rare-earth metals close to its existing Kiruna operation…Digging up the planet to save it is an awkward pitch. The only way for miners to counter accusations that they are adding to the problem they want to solve is by decarbonizing operations. Here Sweden is again helped by the geology of the Baltic Shield, whose river valleys are favorable for green-energy production. Roughly 45% of the country’s electricity comes from hydroelectric power, with much of the remainder provided by nuclear and wind. It is also cheap, particularly in the Arctic, where many mines are located. Against a favorable geopolitical backdrop, the biggest risk for investors is political. Mines, which can bring a lot of noise and relatively few jobs to an area, don’t tend to be popular locally.

There is a reason the West relies on autocracies for a lot of its oil.

Excerpts from Stephen Wilmot, For Mining EV Metals, the Arctic Is Hot, WSJ, Feb. 14, 2023

How Countries Dissolve: the Conquest of Africa

As Wagner fighters, a Russian mercenary group, play a central role in Russia’s war in Ukraine, the group is quietly expanding its alliances in Africa, penetrating new mineral-rich areas, exploiting the exit of Western powers and creating alliances with local fighters. Wagner fighters and instructors are working with the government of the Central African Republic in a bid to seize areas rich with precious minerals that could be exported through Sudan, say Western security officials. Wagner is also looking to expand its influence in Burkina Faso and Ivory Coast, while consolidating its relationship with the military junta in Mali

With an estimated 5,000 men stationed across Africa, Wagner’s footprint is now almost as large as the U.S.’s 6,000 troops and support personnel on the continent. ..The push aims to create a corridor from Wagner-controlled mines in the Central African Republic through Sudan, where the group works closely with a local strongman, and onto the mineral trading hub of Dubai.

In January 2023,  Mr. Prigozhin, head of Wagner, stressed that sending fighters to Africa was “absolutely necessary.” “There are presidents to whom I gave my word that I would defend them,” he said on his Telegram channel. “If I now withdraw one hundred, two hundred or five hundred fighters from there, then this country will simply cease to exist.”  

Excerpts from Benoit Faucon & Joe Parkinson, Wagner Group Aims to Bolster Putin’s Influence in Africa, WSJ, Feb. 14, 2023

Sanctions Busters for Russia

In the year since the war in Ukraine began, once-dominant Western firms have pulled back from trading, shipping and insuring Russian oil. In their place, mysterious newcomers have helped sell the country’s crude. They are based not in Geneva, but in Hong Kong or Dubai. Many have never dealt in the stuff before. The global energy system is becoming more dispersed, divided—and dangerous.

Russia’s need for this alternative supply chain, present since the war started, became more pressing after December 5th, 2022 when a package of Western sanctions came into effect. The measures ban European imports of seaborne crude, and allow Russian ships to make use of the West’s logistics and insurance firms only if their cargo is priced below $60 a barrel. More sanctions on diesel and other refined products will come into force on February 5th, 2023 making the new back channels more vital still.

The Economist has spoken to a range of intermediaries in the oil market, and studied evidence from across the supply chain, to assess the effect of the sanctions and get a sense of what will happen next. We find, to the West’s chagrin and Russia’s relief, that the new “shadow” shipping and financing infrastructure is robust and extensive. Rather than fade away, the grey market stands ready to expand when the next set of sanctions is enforced.

As expected, China and India are picking up most of Russian embargoed oil barrels. Yet there is a surprise: the volume of cargo with unknown destinations has jumped. Russian oil, once easy to track, is now being moved through more shadowy channels….Battered tankers as much as half a century old sail to clandestine customers with their transponders off. They are renamed and repainted, sometimes several times a journey. They often transit via busy terminals where their crude is blended with others, making it harder to detect. Recently, several huge tankers formerly anchored in the Gulf were spotted taking cargo from smaller Russian ships off Gibraltar. Oman and the United Arab Emirates (UAE), which imported more Russian oil in the first ten months of 2022 than in the previous three years combined, seem to have blended and re-sold some to Europe. Malaysia is exporting twice as much crude to China as it can produce. Much of it is probably Iranian, but ship-watchers suspect a few Russian barrels have snuck in, too.

Most of Russia’s crude runs through grey networks which do not recognize the price cap but are not illegal, because they use non-Western logistics and deliver to countries that are not part of the blockade. friendlier locations…More than 30 Russian trading outfits have set up shop in Dubai—some under new names—since the war started. As Western traders have withdrawn, newcomers have emerged to sell to India, Sri Lanka, Turkey and others. Most have no history of trading Russian oil, or indeed any oil; insiders suspect the majority to be fronts for Russian state firms….

For Russia, growth in the grey trade has advantages. It puts more of its export machine outside the control of Western intermediaries. And it makes pricing less transparent.  Meanwhile, Russia’s sanctions-dodging will have nasty side-effects for the rest of the world. A growing portion of the world’s petroleum is being ferried by firms with no reputation, on ageing ships that make longer and dicer journeys than they have ever done before. Were they to cause an accident, the insurers may be unwilling or unable to cover the damage. Ukraine’s allies have good reasons for wanting to wash their hands of Russian oil. But that will not prevent debris from nearby wreckages floating to their shores. 

Excerpts from the The Economic War: Ships in the Night, Economist, Feb. 4, 2023

After the Oil Shock, the Metals Shock: fueling the green economy

Indonesia banned exports of nickel ore in 2020 in a bid to capture more of the metal’s value. As a result, exports of Indonesian nickel products were worth $30bn in 2022, more than ten times what they were in 2013. Nickel smelters have sprouted around the country, and makers of batteries, in which the metal is a key component, are building factories. On January 17, 2023 a cabinet official said the government was close to sealing deals with the world’s two largest makers of electric vehicles (EVS), Tesla and BYD, to build cars in Indonesia. Flushed with progress, the government is now thinking beyond nickel.

“This success will be continued for other commodities,” said Joko Widodo, Indonesia’s president, in December 2022. He confirmed that an export ban on bauxite, the ore used to make aluminum, was coming in June 2023. The bauxite industry is scrambling to prepare itself for the shock….The government has suggested that a ban on copper exports could be implemented next, with bans on tin and gold exports to follow.

The country’s pulling power in the global nickel market will be hard to replicate, though. Indonesia produces 37% of the world’s nickel. But its bauxite, gold and copper production is less than 5% of the global total…Bauxite smelters are also expensive and harder to build than nickel smelters. Local firms are struggling to raise the capital needed for them, often around 18trn rupiah ($1.2bn)…All the eight bauxite smelters are under construction are Chinese investments. . 

Indonesia’s resource nationalism also risks falling foul of global trade rules but Jokowi, Indonesia’s president  remains  undeterred. “This is what we want to do: be independent, independent, independent,” he said.

Excerpts from Indonesia’s Industrial Policy: Full Metal Jacket, Economist,  Jan. 28, 2023

Rebranding Saudi Arabia as a Nuclear Superpower

Saudi Arabia plans to use domestically-sourced uranium to build up its nuclear power industry, energy minister Prince Abdulaziz bin Salman said in January 2023. Saudi Arabia has a nascent nuclear programme that it wants to expand to eventually include uranium enrichment, a sensitive area given its role in nuclear weapons. Riyadh has said it wants to use nuclear power to diversify its energy mix. It is unclear where its ambitions end, since Crown Prince Mohammed bin Salman said in 2018 that the kingdom would develop nuclear weapons if regional rival Iran did.

“The kingdom intends to utilize its national uranium resources, including in joint ventures with willing partners in accordance with international commitments and transparency standards,” Abdulaziz bin Salman said. He told a mining industry conference in Riyadh that this would involve “the entire nuclear fuel cycle which involves the production of yellowcake, low enriched uranium and the manufacturing of nuclear fuel both for our national use and of course for export“.

Fellow Gulf state the United Arab Emirates (UAE) has the Arab world’s first multi-unit operating nuclear energy plant. The UAE has committed not to enrich uranium itself and not to reprocess spent fuel. Atomic reactors need uranium enriched to around 5% purity, but the same technology in this process can also be used to enrich the heavy metal to higher, weapons-grade levels. This issue has been at the heart of Western and regional concerns about Iran’s nuclear program, and led to the 2015 deal between Tehran and global powers that capped enrichment at 3.67%.

Excerpts from Ahmed Yosri, Saudi Arabia plans to use domestic uranium for nuclear fuel, Reuters, Jan. 11, 2023

Floating on Ice: the Nuclear Infrastructure of Russia

Not since Soviet days has more nuclear-powered icebreakers been operating at the same time in Arctic waters, the Barents Observer reported in the beginning of 2023. Russia has over the last few years put three brand new icebreakers of the Project 22220 class into operation. Two more are under construction in St. Petersburg and a sixth vessel got funding with a goal to put it into service by 2030 as a transport- and maintenance ship for spent nuclear fuel and radioactive waste removal from the country’s fleet of icebreakers.

This  new service ship (Project 22770) will be nearly 160 meters long and carry its own cranes to lift in and out containers with spent nuclear fuel or fresh uranium fuel from the icebreaker reactors, either at Rosatom’s service base in Murmansk or in open sea anywhere along the Northern Sea Route. Typically, the uranium fuel is used in icebreaker reactors for 3-4 years before being replaced. The spent fuel elements are then taken out of the reactors and loaded over to special casks to the service vessel where they are stored for a few years before being loaded on land at Atomflot in Murmansk and later transported by train to Mayak in the South Urals for reprocessing.

The vessel could also serve Russia’s floating nuclear power plants (FNPP), like the “Akademik Lomonosov” which today provides electricity to Pevek or to any of the new FNPPs planned for the Arctic.

Excerpts from Thomas Nilsen, Arctic nuclear waste ship gets funding, The Barents Observer, Jan 11, 2023

A Costly Affair: Japan’s Nuclear Waste Legacy

The Japan Atomic Energy Agency estimates that it will cost taxpayers 36.1 billion yen ($280 million) to rectify the shoddy storage of radioactive waste in a storage pool at the Tokai Reprocessing Plant, the nation’s first facility for reprocessing spent nuclear fuel, 

Around 800 containers of transuranic radioactive waste, or “TRU waste,” were dropped into the pool from 1977 to 1991 using a wire in the now-disused plant in Tokai, a village in Ibaraki Prefecture northeast of Tokyo. They emit high levels of radiation. The waste includes pieces of metal cladding tubes that contained spent nuclear fuel, generated during the reprocessing process. The containers are ultimately supposed to be buried more than 300 meters below surface.

The agency has estimated that 19.1 billion yen will be needed to build a new storage facility for the containers, and 17 billion yen for a building that will cover the storage pool and the crane equipment to grab containers. The 794 containers each are about 80 centimeters in diameter, 90 cm tall and weigh about 1 ton, with many lying on their sides or overturned in the pool. Some have had their shape altered by the impact of being dropped. The containers were found stored in the improper manner in the 1990s. While the agency said the storage is secure from earthquakes and tsunamis, it has nonetheless decided to improve the situation. The extractions have been delayed by about 10 years from the original plan and are expected to begin in the mid-2030s.

The Tokai Reprocessing Plant was the nation’s first plant that reprocessed spent fuel from nuclear reactors to recover uranium and plutonium. Between 1977 and 2007, about 1,140 tons of fuel were reprocessed. The plant’s dismantlement was decided in 2014 and is expected to take about 70 years at a cost of 1 trillion yen.

Excerpts from Righting shoddy nuclear waste storage site to cost Japan 36 bil. yen, Kyodo News, Jan 15, 2023

Space-based Solar Power: Endless Sunshine to a Fried Earth

In recent years, space agencies from all over the world have launched studies looking at the feasibility of constructing orbiting solar power plants. Such projects would be challenging to pull off, but as the world’s attempts to curb climate change continue to fail, such moonshot endeavors may become necessary.

Solar power plants in space, exposed to constant sunshine with no clouds or air limiting the efficiency of their photovoltaic arrays, could have a place in this future emissions-free infrastructure. But these structures, beaming energy to Earth in the form of microwaves, would be quite difficult to build and maintain…

A space solar power plant would have to be much larger than anything flown in space before. The orbiting solar power plant will have to be enormous, and not just to collect enough sunlight to make itself worthwhile. The main driver for the enormous size is not the amount of power but the need to focus the microwaves that will carry the energy through Earth’s atmosphere into a reasonably sized beam that could be received on the ground by a reasonably sized rectenna. These focusing antenna would have to be 1 mile (1.6 kilometers) or more wide, simply because of the “physics you are dealing with. Compare this with the International Space Station, at 357 feet (108 meters) long the largest space structure constructed in orbit to date…

In every case, building a space-based solar power plant would require hundreds of rocket launches (which would pollute the atmosphere depending on what type of rocket would be used), and advanced robotics systems capable of putting all the constituent modules together in space. This robotic construction is probably the biggest stumbling block to making this science fiction vision a reality.

Converting electricity into microwaves and back is currently awfully inefficient
Airbus, which recently conducted a small-scale demonstration converting electricity generated by photovoltaic panels into microwaves and beaming it wirelessly to a receiving station across a 118-foot (36 m) distance, says that one of the biggest obstacles for feasible space-based solar power is the efficiency of the conversion process… Some worry that microwave beams in space could be turned into weapons of mass destruction and used by evil actors to fry humans on the ground with invisible radiation.

A spaced-space solar plant transmits energy collected from the sun to a rectenna on earth by using a laser microwave beam. Image from wikipediia

The vast orbiting structure of flat interweaving photovoltaic panels would be constantly battered by micrometeorites, running a risk of not only sustaining substantial damage during operations, but also of generating huge amounts of space debris in the process. For the lifecycle of the station, you have to design it in a way that it can be maintained and repaired continuously…

And what about the whole thing once it reaches the end of its life, perhaps after a few decades of power generation?  It is assumed that, by the time we may have space-based solar power plants, we are most likely going to see quite a bit of permanent infrastructure on the moon. Space tugs that don’t exist yet could then move the aged plant to the moon, where its materials could be recycled and repurposed for another use…We could also have some kind of recycling center on the moon to process some of the material..

Excerpts from Tereza Pultarovanal, Can space-based solar power really work? Here are the pros and cons, Space.com, Dec. 23, 2022

Bacteria Can Rescue World One Building at a Time

Concrete is one of the world’s most important materials. But making the cement that binds it generates about 8% of anthropogenic carbon-dioxide emissions. This is not just because of the heat involved. That could, in principle, be supplied in environmentally friendly ways. It is, rather, embedded in the very chemistry of the process. The heat is applied to limestone, to break up its principal constituent, calcium carbonate, into calcium oxide (cement’s crucial ingredient) and CO2…

Intriguingly, this may be an area where microbes can come to the rescue….One proposal is to recruit the services of chlorophyll-laden, photosynthezing organisms called cyanobacteria. That has allowed Prometheus Materials, a firm in Colorado, to develop a cement-making process in which the energy comes not from heat but light—something easily generated from electricity that has, in turn, been provided by renewable sources. Moreover, and perhaps more importantly, photosynthesis subtracts CO2 from the atmosphere rather than adding it.

Applications for biocement extend beyond conventional construction, too. America’s Department of Defense, for one, has shown interest. Its aim is to be able to build things in remote areas without having to hump in cement and other materials. That would be doubly valuable if the territory through which the humping would otherwise be happening were hostile. Indeed, it was the Defense Department that catalyzed the formation of Prometheus, by awarding the team at the University of Colorado which later founded the firm a grant of $1.8m back in 2017.

The department is also, in the guise of the Defense Advanced Research Projects Agency (DARPA) and the Air Force Research Laboratory, collaborating with Biomason to develop biocement sprays that can turn sand or loose soil into runways. Michael Dosier, Biomason’s chief technologist (and the boss’s husband), says the hardening involved could require less than 72 hours.

Kathleen Hicks, America’s deputy secretary of defense, during a talk at the DARPA Forward conference, outlined a goal that is literally out of this world: an ability to spray a bacterial liquid on lunar or Martian regolith, in order to “grow a landing pad”.

Excerpts Green Construction: Building with Bacteria, Economist,  Nov. 26, 2022

Taming the Apocalypse Horsemen: Steel Cement Chemicals

Heavy industry has long seemed irredeemably carbon-intensive. Reducing iron ore to make steel, heating limestone to produce cement and using steam to crack hydrocarbons into their component molecules all require a lot of energy. On top of that, the chemical processes involved give off lots of additional carbon dioxide. Cutting all those emissions, experts believed, was either technically unfeasible or prohibitively expensive.

Both the economics and the technology are at last looking more favorable. Europe is introducing tougher emissions targets, carbon prices are rising and consumers are showing a greater willingness to pay more for greener products. Several European countries have crafted strategies for hydrogen, the most promising replacement for fossil fuels in many industrial processes. Germany is launching the Hydrogen Intermediary Network Company, a global trading hub for hydrogen and hydrogen-derived products. Most important, low-carbon technologies are finally coming of age. The need for many companies to replenish their ageing assets offers a “fast-forward mechanism”, says Per-Anders Enkvist of Material Economics…Decarbonising industry has turned from mission impossible to “mission possible”, says Adair Turner of the Energy Transitions Commission, a think-tank.

In July 2022 the board of Salzgitter, a German steel company, gave the nod to a €723m project called SALCOS that will swap its conventional blast furnaces for direct-reduction plants by 2033 (it will use some natural gas until it can secure enough hydrogen). Other big European steel producers, including ArcelorMittal and Thyssenkrupp, have similar plans.

HeidelbergCement, the world’s fourth-largest manufacturer of the cement has launched half a dozen low-carbon projects in Europe. They include a carbon capture storage (CCS) facility in the Norwegian city of Brevik and the world’s first carbon-neutral cement plant on the Swedish island of Gotland…The chemicals industry faces the biggest challenge. Although powering steam crackers with electricity instead of natural gas is straightforward in principle, it is no cakewalk in practice, given the limited supply of low-carbon electricity. Moreover, the chemicals business breathes hydrocarbons, from which many of its 30,000 or so products are derived. Even so, it is not giving up. BASF, a chemicals colossus, is working with two rivals, SABIC and Linde, to develop an electrically heated steam cracker for its town-sized factory in Ludwigshafen. It wants to make its site in Antwerp net-zero by 2030. 

A few dozen pilot projects—even large ones—do not amount to a green transition. The hard part is scaling them up.  However, the first movers will be able to  set the standards and grabbing a slice of potentially lucrative businesses such as software to control hydrogen- and steelmaking equipment. 

Excerpts from Green-dustrialization, Economist, Sept. 24, 2022

The Power of Listening: when Indigenous People Win

 Indigenous traditional owners on Sept. 21, 2022 won a court challenge that prevents an energy company from drilling for gas off Australia’s north coast. The Federal Court decision against Australian oil and gas company Santos Ltd. was a major win for Indigenous rights in the nation. Dennis Murphy Tipakalippa, who was described in court documents as an elder, senior lawman and traditional owner of the Munupi clan on the Tiwi Islands, had challenged the regulator’s approval of Santos’ $3.6 billion plan to drill the Barossa Field beneath the Timor Sea. Justice Mordy Bromberg quashed the February decision by the regulator, the National Offshore Petroleum Safety and Environmental Management Authority, to allow the drilling.

Tipakalippa had argued that the regulator could not be “reasonably satisfied,” as required by law, that Santos had carried out necessary consultations with indigenous peoples about its drilling plans. Santos had not consulted with his clan, Tipakalippa said, and he feared the project would harm the ocean environment.

See Tipakalippa v National Offshore Petroleum Safety and Environmental Management Authority (No 2) [2022] FCA 1121    

Judge Bromberg went to the Tiwi Islands in August and took evidence about the Munupi people’s connection to the environment. According to indigenous peoples, the court’s willingness  to travel and listen to communities are signs that Australian institutions are increasingly taking  the concerns and heritage of indigenous peoples into account.

ROD McGUIRK, Australian Indigenous traditional owners halt gas drilling, AP, Sept. 21, 2022; Mike Cherney, In Australian Gas-Project Dispute, Sacred Dances Part of Court Hearing, WSJ, Sept. 8, 2022

Bury It and Forget It: Nuclear Waste

The first nuclear burial site has been built in Finland, the Onkalo spent nuclear fuel repository]. Deep geological disposal of this sort is widely held to be the safest way to deal with the more than 260,000 tons of spent nuclear fuel which has accumulated in 33 countries since the first nuclear plants began churning out electricity in the mid-1950s, and the still large…. Spent fuel is a high-level nuclear waste. That means it is both physically hot (because of the energy released by radioactive decay) and metaphorically so—producing radiation of such intensity that it will kill a human being in short order. Yet unlike the most radioactive substances of all, which necessarily have short half-lives, spent fuel will remain hot for hundreds of thousands of years—as long, in fact, as Homo sapiens has walked Earth—before its radioactivity returns to roughly the same level as that of the ore it came from.

Once full, the waste repository will be backfilled with bentonite before their entrances are sealed with a reinforced-concrete cap. In 100 years’ time, Finland will fill the whole site in, remove all traces of buildings from the surface and hand responsibility over to the Finnish government. The thinking is that leaving no trace or indication of what lies below is preferable to signposting the repository for the curious to investigate.

[Unless someone decides to drill?]

Excerpt from Nuclear Waste: Oubliette, Economist, June 25, 2022

The Best Opportunity for Nuclear Industry

[After the war on climate change….]Russia’s war in Ukraine has created the “best opportunity” for Japan’s nuclear industry to stage a comeback since the 2011 Fukushima disaster, according to the country’s largest reactor maker. Akihiko Kato, nuclear division head at Mitsubishi Heavy Industries, said in an interview with the Financial Times…” Japan’s heavy reliance on Russian gas imports has rekindled a debate over nuclear power in the country more than a decade after regulators took most plants offline following one of the worst nuclear disasters in history. The world’s third-largest economy has been plunged into a power crisis exacerbated by the soaring cost of liquefied natural gas and oil. Japan imports about 9 per cent of its LNG from Russia, putting it in a difficult diplomatic position as its western allies impose sanctions on Moscow.

But in contrast with the US, which sources close to a quarter of its processed uranium from Russia, Japan imports about 55 per cent of its processed uranium from western European countries, according to Ryan Kronk, a power markets analyst at Rystad Energy. Kato’s remarks underscored a shift in the country’s nuclear narrative, with an industry that had been in retreat now emboldened to speak out. His remarks come after Prime Minister Fumio Kishida told investors this month in London that Japan would use nuclear power to “help the world achieve de-Russification of energy”. “

Mitsubishi Heavy expects an increase in orders for components from Europe in the coming years, as countries including the UK and France commit to building new nuclear plants.  

Excerpts from Ukraine war is ‘best opportunity’ for nuclear comeback since Fukushima, industry says, FT, May 15, 2022

The Lies Around Plastics

California’s attorney general is investigating Exxon Mobil C and other fossil-fuel and petrochemical companies, accusing them of misleading the public about the impact of plastic pollution. He said his office has issued a subpoena to Exxon seeking information about what he called an “an aggressive campaign to deceive the public, perpetuating a myth that recycling can solve the plastics crisis.” 

“The truth is: The vast majority of plastic cannot be recycled,” Mr. Bonta said. “This first-of-its-kind investigation will examine the fossil fuel industry’s role in creating and exacerbating the plastics pollution crisis—and what laws, if any, have been broken in the process.”

Plastics and other petrochemical products are ubiquitous features of modern life, used to fashion everything from car fenders and shampoo bottles to smartphones. The United Nations estimates that the world generates more than 400 million metric tons of plastic waste every year and that vast amounts of that end up in oceans and other waterways. Plastics take hundreds of years to decompose and first break down into tiny particles. Scientists have found these particles in drinking water and food, and some estimate many human beings will consume dozens of pounds of plastic in their lifetimes.

Driven by the shale drilling revolution, which unleashed massive volumes of oil and gas, the petrochemical industry has invested more than $200 billion in U.S. plastics-and-chemical-manufacturing plants over the past decade. Exxon has invested billions of dollars on such facilities and is one of the world’s largest producers of virgin plastic.

Petrochemical companies have recently promised to invest billions of dollars in recycling. Exxon said last year that it would build its first large recycling facility in Texas, which it said would initially have the capacity to recycle 30,000 metric tons of plastic waste a year. The Minderoo Foundation, an Australian philanthropic group, estimates that Exxon produced 5.9 million metric tons of single-use plastic in 2019. The Environmental Protection Agency estimates the U.S. typically recycles only about 9% of produced plastic.

Excerpts from Christopher M. Matthew, Exxon Subpoenaed in California’s Probe of Plastics Makers, Apr. 29, 2022

See also Inside the long war to protect plastic

Regulators are Smart but Smugglers are Smarter

In a move cheered by climate activists, the European Union began in 2015 to restrict the production and import of gases known as hydrofluorocarbons (HFCs). HFCs are widely used in refrigeration, air-conditioning and manufacturing, but they are also potent greenhouse gases. The first big shortages hit in early 2018. Prices across Europe multiplied sixfold or even more. The EU wanted to push HFC users to adopt pricey, climate-friendlier alternatives. It thought that the engineered shortage would do the trick.

But prices are still not much higher than before the crunch. The reason: HFCs were being smuggled into the EU. The trafficking is still going on. The Environmental Investigation Agency, a watchdog based in London that has dispatched researchers to pose as buyers in Romania, estimates that a quarter of all HFCs  in the EU are contraband. A body formed by chemical companies, the European FluoroCarbons Technical Committee (EFCTC), says the proportion may be as high as a third.

Such estimates are rough. But they have not been plucked from thin air. Much can be inferred, for example, by examining officially registered trade flows. Data from Turkish sources show that in 2020 more than four times as much HFC tonnage left Turkey bound for the EU than the latter reported as imported. This suggests that plenty of tanks and canisters holding HFCs enter on the sly.

The smuggling has hit some firms particularly hard. To supply greener alternatives to HFCs, Chemours, an American firm, spent around $500m on r&d and production facilities. But with illegal imports continuing to hold down HFC prices, demand for alternatives has been “stagnating” and even declining…

This has miffed America. In a report last year on barriers to trade, Katherine Tai, the American trade representative, wrote that the eu’s “insufficient oversight and enforcement” of its HFC caps is hurting American chemical firms, not to mention the climate. European officials, for their part, point to the difficulty of preventing profitable

When prices first soared, a car boot could be filled in Ukraine with canisters of an HFC blend called R404A that would sell, hours later, for ten times as much in Poland. Margins have since shrunk as legions have got in on the action. But contraband HFCs are still so valuable that canisters are sometimes given space on boats trafficking migrants from north Africa to Europe…The black market is now dominated by crime syndicates that move large volumes, says the European Anti-Fraud Office (OLAF). Most of the contraband seems to come from China, Russia, Turkey and Ukraine.

Excerpts from HFC Smuggling: Free as Air, Economist, Feb. 26, 2022

Unleashing Hydropower without Wasteful Disasters

After years of fighting, Native American tribes, environmentalists and the hydroelectric power industry say they have reached a deal on a proposed legislative package that could boost clean energy as well as river conservation. The compromise deal, which would require approval from Congress, is the result of four years of talks between groups that have long been courtroom and policy adversaries because of disagreements involving vanishing fish populations and changes to river ecosystems. Concerns over climate change have helped them find common ground to potentially expand hydroelectric power, a carbon-free energy source, they said.

The deal seeks to grant approvals to add hydroelectric power to some existing dams in as little as two years, while speeding the approval of off-river pumped-storage projects, which store surplus energy for later use, in as little as three years. Another key component would give tribes, instead of the Department of the Interior, authority on the conditions put on permits for things like the protection of tribal cultural resources or fish passage.

Groups supporting the package include the National Hydropower Association, American Rivers, the Skokomish Tribe, Upper Skagit Indian Tribe and the Union of Concerned Scientists. “Our respective constituencies have battled each other to a draw for generations,” said Malcolm Woolf, the National Hydropower Association’s chief executive.

Hydroelectric power makes up about 7% of the U.S. electricity mix. Around 281 hydro-generating facilities, making up roughly one-third of non-federally owned generation, are up for re-licensing by 2030. The re-licensing process usually takes more than seven years and new projects take almost as long, a regulatory environment that has been likened to nuclear power approvals. Republican Sen. John Barrasso of Wyoming, ranking member of the Senate Energy and Natural Resources Committee, called the current permitting process for hydropower “a wasteful disaster” because of its yearslong timelines. “I look forward to seeing the agreement various stakeholders have reached,” he said Friday.

The proposal would amend the Federal Power Act, first passed in 1920.

Excerpts from Jennifer Hille, Tribes, Industry Groups Reach Deal to Boost U.S. Hydroelectric Power, WSJ, Apr. 4, 2022

Loving Oil in Any Way, Shape or Form — Damn Climate Change!

Many oil assets are ending up in the hands of private-equity (PE) firms. In the past two years alone these bought $60bn-worth of oil, gas and coal assets, through 500 transactions… Some have been multibillion-dollar deals, with giants such as Blackstone, Carlyle and KKR carving out huge oilfields, coal-fired power plants or gas grids from energy groups, miners and utilities. Many other deals, sealed by smaller rivals, get little publicity. This sits uncomfortably with the credo of many pension funds, universities and other investors in private funds, 1,485 of which, representing $39trn in assets, have pledged to divest fossil fuels. But few seem ready to leave juicy returns on the table.

As demand for oil and gas persists while dwindling investment in production limits supply, prices are rising again, boosting producers’ profits….And discounts imposed on “brown” assets by the stock market, linked to sustainability factors rather than financial… create even more pockets of opportunity…The Economist has looked at 8 PE firms that have closed fossil-fuel deals in 2020-2021 The investors in some of their latest energy-flavored vehicles include 53 pension funds, 23 universities and 32 foundations. Many are from America, such as Teacher Retirement System of Texas, the University of San Francisco and the Pritzker Traubert Foundation, but that is partly because more institutions based there disclose pe commitments. The list also features Britain’s West Yorkshire Pension Fund and China Life. Over time, some investors may decide to opt out of funding their portion of fossil-fuel deals.

But a third, yet more opaque class stands ready to step in: state-owned firms and sovereign funds operating in the shadows. Last month Saudi Aramco, the Kingdom’s national oil company, acquired a 30% stake in a refinery in Poland, and Somoil, an Angolan group, bought offshore oil assets from France’s Total. In 2020 Singapore’s GIC was part of the group that paid $10bn for a stake in an Emirati pipeline.

Excerpts from Who buys the dirty energy assets public companies no longer want?, Economist, Feb. 12, 2022

The Sacrificial Lambs of Green Energy

Lithium Americas, a Canadian company, has plans to build a mine and processing plant at Thacker Pass, near the southern tip of the caldera in Nevada. It would be America’s biggest lithium mine. Ranchers and farmers in nearby Orovada, a town of about 120 people, worry that the mine will threaten their water supply and air quality. Native American tribes in the region say they were not properly consulted before the Bureau of Land Management (BLM), a federal agency that manages America’s vast public lands, decided to permit the project. Tribes also allege that a massacre of their ancestors took place at Thacker Pass in 1865…

The fight over Thacker Pass is not surprising. President Joe Biden wants half of all cars sold in 2030 to be electric, and to reach net-zero emissions by 2050. These ambitious climate targets mean that battles over where and how to mine are coming to mineral-rich communities around the country. America is in need of cobalt, copper and lithium, among other things, which are used in batteries and other clean-energy technologies. As with past commodity booms, large deposits of many of these materials are found in America’s western states . America, of course, is not the only country racing to secure access to such materials. As countries pledge to go carbon-free, global demand for critical minerals is set to soar. The International Energy Agency, a forecaster, estimates that by 2040 demand for lithium could increase by more than 40 times relative to 2020. Demand for cobalt and nickel could grow by about 20 times in the same period.

Beyond its green goals, America is also intent on diversifying mineral supplies away from China and Russia (big producer of nickel), which—by virtue of its natural bounty and muscular industrial policy—has become a raw-materials juggernaut… The green transition has also turned the pursuit of critical minerals into a great-power competition not unlike the search for gold or oil in eras past. Mining for lithium, the Department of Energy (DOE) says, is not only a means of fighting climate change but also a matter of national security.

Westerners have seen all this before, and are wary of new mines…The economic history of the American West is a story of boom and bust. When a commodity bubble burst, boomtowns were abandoned. The legacy of those busts still plagues the region. In 2020 the Government Accountability Office estimated that there could be at least 530,000 abandoned hardrock-mine features, such as tunnels or waste piles, on federal lands. At least 89,000 of those could pose a safety or environmental hazard. Most of America’s abandoned hardrock mines are in 13 states west of the Mississippi River…

Is it possible to secure critical minerals while avoiding the mistakes of previous booms? America’s debates over how to use its public lands, and to whom those lands belong, are notoriously unruly. Conservationists, energy companies, ranchers and tribal nations all feel some sense of ownership. Total harmony is unlikely. But there are ways to lessen the animosity.

Start with environmental concerns. Mining is a dirty business, but development and conservation can coexist. In 2020 Stanford University helped broker a national agreement between the hydropower industry and conservation groups to increase safety and efficiency at existing dams while removing dams that are harming the environment….Many worry that permitting new development on land sacred to tribes will be yet another example of America’s exploitation of indigenous peoples in pursuit of land and natural resources. msci, a consultancy, reckons that 97% of America’s nickel reserves, 89% of copper, 79% of lithium and 68% of cobalt are found within 35 miles of Native American reservations.

TThe BLM is supposed to consult tribes about policies that may affect the tribes but the  consultation process is broken. Often it consists of sending tribes a letter notifying them of a mining or drilling proposal.

Lithium Americas has offered to build the town a new school, one that will be farther away from a road that the firm will use to transport sulphur. Sitting in her truck outside a petrol station that doubles as Orovada’s local watering hole, Ms Amato recalled one group member’s response to the offer: “If all I’m going to get is a kick in the ass, because we’re getting the mine regardless, then I may as well get a kick in the ass and a brand new school.”

Excerpt from America’s Next Mining Boom: Between a Rock and a Hard Place, Economist, Feb. 19, 2022

Who Will Save the Red Sea from the Safer Oil Spill?

An oil tanker, the Safer,  tuffed with a load of more than 1 million barrels of crude oil has been left abandoned and rusting off the coast of Hodeidah, Yemen since 2015. Its decaying hulk encompasses the complexity of the civil war in Yemen. The Safer was permanently anchored off Hodeidah in 1987 and used for some four decades as a floating storage unit by Yemen’s state-run oil company to get oil from other tankers onto the mainland. However, the tanker fell into the hands of Houthi insurgents in March 2015 and has since then been – for all intents and purposes – left to rot. As a result, the structural integrity of the ship, which was built in 1976, is now at serious risk. Its firefighting system is out of order, and it has sprung several leaks over the past couple of years.

Experts estimate that the risks of an explosion on the tanker are huge and that the impact of this would be massive, as a full-blown leak in the closed basin of the Red Sea would be four times bigger than the historic Exxon Valdez disaster of 1989. Under the worst-case scenario, all of Yemen’s Red Sea ports would have to shut down, depriving millions of people of food and life-saving humanitarian aid. A spill would also affect the country’s water supply by shutting down its desalination plants…

The question is who will undertake the cost of around $75-100 million needed to defuse the Safer time bomb…On February 16, 2022 the UN under-secretary-general for humanitarian affairs, Martin Griffiths, informed the Security Council of an agreement, in principle, for a UN-coordinated proposal to shift the oil to another ship. Now all eyes are turned to the conference of donors that the UN is holding at the end of March 2022, where various states are expected to offer money to bankroll the operation.

Excerpt from Nikolas Katsimpras, An impending Red Sea disaster and Greece, Ekathimerini, Feb. 23, 2022

See also Greenpeace report

Nuclear Power Invades Space

The Defense Advanced Research Projects Agency (DARPA) is testing a technology known as “nuclear thermal propulsion”… DARPA spacecraft will carry a small nuclear reactor. Inside, uranium atoms will be split to generate tremendous heat…to produce thrust. Such a spacecraft could climb to a geostationary orbit above the Earth, nearly 36,000km up, in mere hours. Satellites that burn normal rocket fuel need several days for the same trip. Nuclear-powered satellites with abundant power would also be hard to destroy—their trajectories could be changed often enough to become unpredictable. DARPA  wants to test its spacecraft, dubbed DRACO  (Demonstration Rocket for Agile Cislunar Operations), in orbit in 2025.

Other proposals are for radioisotope thermoelectric generators (RTGs). These kinds of “nuclear batteries” have long been used to power probes sent into deep space, where solar power is especially feeble. Instead of building a nuclear reactor, an RTG uses devices called thermocouples to produce a modest wattage from heat released by the decay of radioactive isotopes. Plutonium-238, which is a by-product of weapons development, has been used by NASA to power both the Voyager probes, launched in the 1970s and still functioning, as well as the Curiosity rover currently trundling around Mars. Plutonium-238, however, is heavily regulated and in short suppl..Cobalt-60, with a half-life of 5.3 years, is a promising alternative and available commercially.

DARPA Draco Image https://www.youtube.com/watch?v=h3ubR9F55nk

How safe is it, however, to send nuclear devices, especially reactors, into space?…A danger is accidental atmospheric re-entry. The Soviet Union flew at least 33 spy satellites with nuclear reactors for onboard power (but not propulsion). In one accident, the reactor in a satellite named Kosmos 954 failed to ascend into a high-enough “disposal orbit” at the end of its mission. In 1978 it ended up spraying radioactive debris over a swathe of Canada’s Northwest Territories…The fuel for the Soviet Kosmos 954…was 90% uranium-235, similar to the material used in the atom bomb detonated over Hiroshima in 1945…

America is not alone in its nuclear quest. China and Russia are also developing nuclear power for space. China’s wish list includes a fleet of nuclear-powered space shuttles. Russia is designing an electric-propulsion cargo spacecraft called Zeus, which will be powered by a nuclear reactor. Roscosmos, Russia’s space agency, hopes to launch it in 2030. The prospect of more capable satellites will, no doubt, raise suspicions among spacefaring nations. Nuclear spacecraft with abundant electrical energy could be used to jam satellite communications…..

And not all of the interest in nuclear power comes from the armed forces. NASA…wants a nuclear plant to power a base on the Moon

Excerpt from Faster, higher, stronger: Why space is about to enter its nuclear age, Economist, Feb. 5, 2022

The Super Polluters: methane

Methane is a colorless, odorless greenhouse gas that makes up the bulk of the natural gas burned to heat homes, cook food and generate electricity. It is also the second largest driver of global warming after carbon dioxide, responsible for at least one-quarter of the rise in global average temperatures since the Industrial Revolution. Once emitted, methane molecules degrade in around a decade so they do not pile up in the atmosphere in the same way as carbon dioxide, which can persist for hundreds of years.

Slashing methane emissions, therefore, could help reduce the overall atmospheric volume of greenhouse gases and slow the pace of global warming in the near term. Patching up leaky oil-and-gas infrastructure, responsible for 22% of all man-made methane emissions, would help meet those goals. This has led to efforts to quantify methane leaks…

Two-thirds of the ultra-emitting events of methane were co-located with oil and gas production sites and pipelines; the rest came from coal production, agricultural or waste-management facilities. Accounting for 1.3m tonnes of methane per year, Turkmenistan is a ultra emitter of methane…followed by Russia, the United States, Iran, Kazakhstan and Algeria…

At the United Nations COP26 climate negotiations, held in November 2021 in Glasgow, leaders of more than 100 countries made a pact to reduce global emissions of methane by 30% by 2030. The cheapest, most cost-effective way of doing this will be to patch up oil-and-gas infrastructure, starting with the ultra-emitters…

Excerpts from Climate Change: Methane Mission, Economist, Feb. 5, 2022

The Heavy Toll of Nuclear Waste Inheritance

After decades of prevarication, Sweden decided on a final storage plan for its nuclear waste, becoming only the second country in the world after Finland to take such a step. Permission was granted in January 2022 to build a facility to package and store spent nuclear fuel at a coastal site near the Forsmark nuclear power plant, about an hour’s drive north of the capital. 

The decision is significant because it confirms Sweden’s position as a global leader in the storage of nuclear waste. Finland is the only other country to decide on such a plan and is building a storage facility at Olkiluoto, across the Gulf of Bothnia from Forsmark. Like the Forsmark project, the Finnish plan was based on a process developed by Swedish researchers. 

The method — referred to as KBS3 — will see the spent nuclear fuel stored in copper containers surrounded by bentonite clay and placed in 500 tunnels that will be 500 meters under the ground. The aim is to keep the radioactive waste isolated for at least 100,000 years….But there has been criticism of the KBS3 method over recent years, including by researchers who have suggested that copper may not be as resistant to corrosion as the method assumes, meaning the risk of leaks could be higher than expected. 

The approval of the Forsmark site is a big step forward in a long-running saga.  Since the 1970s, Swedish authorities — like their counterparts in nuclear-power-dependent states the world over — have been seeking a solution for the final storage of nuclear waste, scouring the country for suitable sites while also tasking researchers to develop safe methods.  But it took until 2011 for an application to be made by the company SKB — a nuclear waste manager owned by Swedish nuclear power producers — for planning permission at Forsmark. Since then, lengthy consultations have been held with interested parties, from scientists to residents in Östhammar municipality where Forsmark is located. The process became more politically divisive as the Green Party, which quit the government in November 2021, said the process was being rushed and more time was needed for research. 

According to the Environmental Minister Strandhäll:  “Today we have the knowledge and technology which means we don’t need to pass this responsibility onto our children and grandchildren,” she said. “This is a responsibility the government needs to take now.” 

Excerpts from  CHARLIE DUXBUR, Sweden approves nuclear waste storage site, http://www.politico.eu, Jan. 27, 2021

The Nuclear Middle East Kingdom

Russia’s state nuclear energy producer Rosatom is in talks with “several” countries in the Middle East and North Africa to explore development of nuclear power… Saudi Arabia is one of the countries that Rosatom is ready to work with when the kingdom puts out tenders, including to provide the fuel or build the plants…Rosatom was selected to help provide the enriched uranium for the UAE‘s first nuclear power plant, and is building the first nuclear power plants in both Turkey and Egypt.

Egypt’s El-Dabaa project is expected to start production in 2028…The Akkuyu project in Turkey will supply 35 TWh of electricity annually for 60 years, or 10% of Turkey’s consumption. Turkish President Tayyip Erdogan said the plant’s first unit would come online in May 2023.

Excerpt from Claudia Carpenter, Rosatom in talks with ‘several’ Middle East countries about starting nuclear power plants, S&P Global, Jan. 19, 2022

The Secret Nuclear Weapons Capabilities of States

South Korea, like the United States, has long relied on nuclear power as a major source of electric power. As a result, it has amassed large stores of spent nuclear fuel and, as in the United States, has experienced political pushback from populations around proposed central sites for the spent fuel.

South Korea also has a history of interest in nuclear weapons to deter North Korean attack. South Korea’s interest in spent fuel disposal and in a nuclear-weapon option account for the Korea Atomic Energy Research Institute’s dogged interest in the separation of plutonium from its spent fuel. Plutonium separated from spent fuel can be used to make nuclear weapons.

Two US Energy Department nuclear laboratories, Argonne National Laboratory  and the Idaho National Laboratory have encouraged South Korea’s interest in plutonium separation because of their own interests in the process. Now, a secret, leaked, joint South Korean-US report shows deliberate blindness to the economic and proliferation concerns associated with plutonium separation and lays the basis for policies that would put South Korea on the threshold of being a nuclear-weapon state. 

Japan is the only non-nuclear-armed state that separates plutonium. The Korea Atomic Energy Research Institute has domestic political support, however, for its demand that South Korea have the same right to separate plutonium as Japan. 

In 2001 Argonne and Idaho National Laboratories (INL) persuaded an energy-policy task force led by then-Vice President Dick Cheney that pyroprocessing is “proliferation resistant” because the extracted plutonium is impure and unsuitable for nuclear weapons. On that basis, Argonne and INL were allowed to launch a collaboration on pyroprocessing research and development with Korea. The Korea Atomic Energy Research Institute was enthusiastic. It had been blocked from pursuing reprocessing R&D since it had been discovered in 1974 that the institute was part of a nuclear-weapon program.

At the end of the Bush administration, however, nonproliferation experts from six US national laboratories, including Argonne and INL, concluded that pyroprocessing is not significantly more proliferation resistant than conventional reprocessing because it would be relatively easy to remove the weakly radioactive impurities from the plutonium separated by pyroprocessing. The finding that pyroprocessing is not proliferation resistant precipitated a struggle between the Obama administration and South Korea’s government during their negotiations for a new US-Republic of Korea Agreement of Cooperation on the Peaceful Uses of Nuclear Energy. The new agreement was required to replace the existing agreement, which was due to expire in 2014. But the negotiations stalemated when South Korea demanded the same right to reprocess the Reagan administration had granted Japan in 1987. 

At the beginning of September 2021, INL and the Korea Atomic Energy Research Institute submitted a 10-year report on their joint fuel cycle study. Instead of making a policy recommendation on the future of pyroprocessing, however, the Korea-US Joint Nuclear Fuel Cycle Research Steering Committee decided to continue the joint research. A senior US official with knowledge of the situation, told that “at least three or four more years will be necessary for the two governments to be in a position to draw any actual conclusions related to the technical and economic feasibility and nonproliferation acceptability of pyroprocessing on the Korean Peninsula.”

Excerpts from  Frank N. von Hippel, Jungmin Kang, Why joint US-South Korean research on plutonium separation raises nuclear proliferation danger, January 13, 2022

The Curious Case of Larry Fink, BlackRock: He Stays, They Go

Few private citizens wield more power in America today than Larry Fink, the chief executive of BlackRock in pushing companies to embrace climate-friendly policies, that has made him a lightning rod. The firm he runs manages some $10 trillion for pension funds, endowments, governments, companies and individuals, equal to more than 10% of the world’s gross domestic product in 2020. As steward for millions of investors, BlackRock wields vast shareholder voting power, which it uses either to back managements or to prod them in new directions.

Today, Mr. Fink is telling CEOs that companies must prepare for a scale back of fossil fuels, and that the private sector should work with governments to do so. He warns of the disruption climate change could cause both the economy and financial markets, but sees historic investment opportunity in the energy shift. It’s a point he has made to conferences in Davos, Venice, Riyadh and Glasgow over the past year. Mr. Fink’s power, combined with his advocacy on a hot-button issue, has made him a flashpoint for activists, politicians and unions, both those who think BlackRock isn’t doing enough and others who say it’s doing too much…

U.S. government officials have called on Mr. Fink to help them cope with crises—the pandemic-rattled financial markets in March 2020, and, during the 2008 financial meltdown. “Treasury Secretaries and finance ministers come and go,” said David Rubenstein, the co-founder of the private-equity firm Carlyle Group Inc. “They work for someone else who can fire them tomorrow and have to build what others want them to. When you are the CEO of the biggest asset manager, you don’t have to do that.”

Excerpts from Dawn Lim Follow, Larry Fink Wants to Save the World (and Make Money Doing It), Jan. 6, 2022

How to Microwave People

An international studies professor in Beijing has claimed China used microwave weapons against Indian soldiers during a standoff along the disputed Himalayan border. Jin Canrong, professor of international relations at Renmin University, told his students Chinese forces forced the Indian soldiers to retreat by turning “the mountain tops into a microwave oven”, according to The Times. Microwave weapons work much the same as regular microwaves. The device heats the water in the human target’s skin, causing immense pain and nausea. The weapon is meant to incapacitate enemies through severe pain but isn’t meant to cause lasting damage. Professor Jin claimed the weapon worked “beautifully” on the Indian soldiers, without violating the “no gunfire” agreement between the parties.

“In 15 minutes, those occupying the hilltops all began to vomit,”reportedly told his students during a lecture. “They couldn’t stand up, so they fled. This was how we retook the ground.” Professor Jin said the reason China didn’t publicize the event was because it was so successful, adding that India also kept the incident under wraps because “they lost so miserably”..

Similar microwave technology aimed at incapacitating but not killing targets have been developed by other militaries. The US used the same technology to develop the Active Denial System, which was designed to be used for area denial, perimeter security and crowd control…Recently, Russia was accused of using its own secret microwave weapon to attack two CIA agents in Australia. It comes after American officials in Cuba fell in with what was dubbed “Havana Syndrome”, with victims often hearing strange sounds, before becoming dizzy, suffering headaches, experiencing memory loss and hearing loss.

Excerpts from Ally Foster,  China allegedly used a secret ‘microwave weapon’ on enemy troops, news.com.au, Nov. 19, 2021

Another Wave of Colonization? Africa

Most of Africa’s data are currently stored elsewhere, zipping down undersea cables that often make landfall in the French city of Marseille….An upheaval is overdue. Africa has more internet users than America, but only as much data-center space as Switzerland.  The boom is partly driven by regulation. Two dozen African countries have passed data-protection laws, or are planning to do so. They often require certain data, such as personal information, to be kept in the country. Another boost comes from competition, says Jan Hnizdo of Teraco, a leading data center in South Africa, where liberalization of the telecoms industry created space for such firms to flourish.

Capital is pouring in. Teraco is building Africa’s largest stand-alone data center in Johannesburg, with backing from foreign funds. Actis, a private-equity firm, is putting $250m into the industry, starting with a majority stake in a Nigerian company, Rack Centre. American investors founded Raxio with an eye on less fashionable markets, from Uganda to Mozambique.

Data centers need power, and lots of it. Keeping their equipment cool consumes almost as much energy as running it, which is why centers are usually in chilly places such as Scandinavia or America’s Pacific north-west. Most of Africa is hot and has a lot of power cuts…To keep servers running, many centers use polluting and expensive diesel generators. Yet the potential gains from offering better connectivity and faster internet services in Africa outweigh the difficulties. Microsoft and Amazon are bringing their cloud services to the region, and have opened data centres of their own in South Africa. Huawei has helped build one for the government of Senegal. Google and Facebook are both involved in projects to lay new cables around Africa’s coasts

Excerpts from Seeding the cloud: Data centers are Taking root in Africa, Economist, Dec. 4, 2021

The Stealth Burial of Nuclear Waste

The U.S. government’s underground nuclear waste repository received more than 200 shipments from federal laboratories and other sites around the nation in 2021.
Officials with the U.S. Energy Department announced the number in December 2021, noting that total shipments to the Waste Isolation Pilot Plant have topped 13 000 since opening in 1999. Over more than 20 years, tons of Cold War-era waste have been stashed deep in the salt caverns that make up the repository. The shipments have included special boxes and barrels packed with lab coats, rubber gloves, tools and debris contaminated with plutonium and other radioactive elements.

The majority of shipments come from the decommissioning of legacy nuclear waste sites at the Idaho National Laboratory. More nuclear waste will be heading to the WIPP as the Biden Administration has approved a Trump rule that has redefined high-level nuclear waste. According to the new rule, what constitutes high-level radioactive waste  will be based on the waste’s radioactivity rather than how it was produced.

U.S. nuclear repository marks more than 200 shipments of waste in 2021, Associated Press, Dec. 30, 2021

Nowhere to Go: Nuclear Waste Germany

Germany is to shut down its last nuclear reactors in 2022. However, the country still has no place to store the 27,000 cubic meters of highly radioactive material it has already produced, with the amount set to grow as power stations are decommissioned and dismantled. German authorities have set a deadline of 2031 to find a permanent storage location – but for now, the waste is being stored in temporary locations, much to the anger of local residents.

See Youtube video France24

Solar and Chemicals Are Not Enough: Nuclear Reactors in Space

Chinese scientists are currently building a powerful nuclear reactor for their moon and Mars expeditions. Beijing claims its reactor will be 100 times more powerful than the device US space agency NASA wants to set up on the moon’s surface by 2030. ..One Chinese expert claims that to satisfy the objectives of human space exploration, chemical fuel and solar panels will no longer suffice; the hunger for more energy sources is likely to grow dramatically if there are human settlements on the moon or Mars in the future.

In November 2021, NASA has issued a request for proposals for the development of a 10-kilowatt nuclear fission device capable of supporting a long-term human presence on the moon within a decade…The plan is to deploy a fission surface power system by 2026, with a flying system, lander, and reactor in place. The facility will be completely built and integrated on Earth, then thoroughly tested for safety and functionality…In addition, Russia has also indicated its intention to launch a massive spaceship powered by TEM, a megawatt-sized nuclear reactor, before 2030. The spaceship would be able to function in Earth’s lower orbit for more than a decade while conducting more missions to the moon or beyond owing to the nuclear energy.

Democritos, a parallel project led by the European Space Agency, will test a 200kW nuclear space reactor on the ground by 2023. Additionally, NATO secretary-general Jens Stoltenberg says that the alliance will not put weapons in space, but it will be required to safeguard its assets, which include 2,000 satellites in orbit. Space is becoming an “operational domain” for NATO as well…

Excerpts from  Ashish Dangwal, 100 Times More Powerful Than US Tech, China Claims Its Nuclear Reactor For Space Missions Will Outdo NASA Device, Eurasiantimes.com, Nov. 26, 2021

The Limits of Green Energy: Wind Blades of Wood and Plastic

What does the deforestation of balsa wood in Ecuador’s Amazon region have to do with wind power generation in Europe? There is a perverse link between the two: a drive for renewable energy has boosted global demand for a prized species of wood that grows in the world’s largest rainforest. As Europe and China increase the construction of blades for wind turbines, balsa trees are being felled to accelerate an energy transition driven by the need to decarbonize the global economy.

In the indigenous territories of the Ecuadorian Amazon, people began to notice an uptick in international demand for balsa wood from 2018 onwards. Balsa is very flexible but tough at the same time, and offers a light yet durable option for long-term wind power production. The typical blades of a wind turbine are currently around 80 meters long, and the new generation of blades can extend up to 100 meters. That means about 150 cubic meters of wood are required to build a single unit, according to calculations by the United States National Renewable Energy Laboratory.

Ecuador is the world’s main exporter of balsa wood, holding 75% of the global market. Major players include Plantabal S.A. in Guayaquil, which has around 10,000 hectares dedicated to the cultivation of balsa wood destined for export. With the boom in demand starting in 2018, this company and many others struggled to cope with the quantity of international orders. This increase has led directly to the deforestation of the Amazon. Irregular and illegal logging has proliferated by those who have reacted to the scarcity of wood grown for timber by chopping down the virgin balsa that grows on the islands and riverbanks of the Amazon

The impact on the indigenous people who live in the area has been as devastating as mining, oil and rubber were in their day…The Amazon’s defenders are calling for the wind turbine industry to implement strict measures to determine the origin of the wood used in turbine blades, and to prevent market pressure leading to deforestation. Ultimately, they say, balsa wood should be replaced by other materials…

In 2019, Ecuador’s balsa exports were worth almost €195 million, 30% more than the previous record from 2015. In the first 11 months of 2020, this jumped to €696 million.

Wind turbine blades are mainly made from polymethacrylamide (PMI) foam, balsa wood and polyethylene terephthalate (PET) foam…But The Spanish-German company Siemens-Gamesa..has  introduced blade designs using PET only, other competitors soon followed. Wood Mackenzie, a consultancy firm, forecasts that this “will increase from 20% in 2018 to more than 55% in 2023, while demand for balsa will remain stable…”

Today’s blades also present a problem for recycling. The first generation of wind turbines are reaching the end of their lives, and thousands will need to be dismantled… “But the blades represent a challenge due to their composite materials, as their recycling requires very specific processes…

Excerpts from How the wind power boom is driving deforestation in the Amazon, ElPais, Nov. 26, 2021

No Matter What they Say-Nobody Likes Nuclear Waste

The first stage of the process has been under way since November 2020 for the town of Suttsu and the village of Kamoenai assessing two municipalities in Hokkaido for their suitability to host a final disposal facility for high-level radioactive waste from nuclear power plants.  Under the government’s plan, the first-stage surveys take two years and will be followed by the second phase… which will include geophysical exploration, geological reconnaissance surveys and drilling surveys. Already stories about divisions and conflict over the surveys are emerging from the local communities.

The mayoral election of Suttsu in October 2021, for example, turned into a bitter and divisive political battle over the issue between the incumbent who decided to apply for the first-phase survey and a challenger who ran on opposition to the project. Some of the neighboring municipalities have enacted an ordinance to ban the entry of radioactive materials. Both the Hokkaido prefectural government and most of the local administrations around the two municipalities have declined to accept state subsidies related to the surveys. These actions have been driven by the fear that accepting the surveys will set in motion an unstoppable process leading to a permanent repository for nuclear waste.

The NUMO (Nuclear Waste Management Organization of Japan) and the METI (Ministry of Economy, Trade and Industry)  have jointly held more than 100 meetings to explain the plan to local communities across the nation. Even though they have continued calling for localities to volunteer, no local governments except for the two in Hokkaido have responded.

Excerpts from Entire nation should share in disposal of spent nuke fuel, Asahi Shimbun, Nov. 22, 2021

Nobody Can Escape the Nuclear Rat Race

When America and the Soviet Union raced each other to build ever-larger nuclear arsenals during the cold war, China ambled disdainfully. It did not detonate its first nuclear weapon until 1964, kept only a few hundred warheads compared with the tens of thousands piled up by the superpowers, and to this day maintains it will never be the first to use nukes in a war. Now China is sprinting to catch up.

In its 2021 annual assessment, the Pentagon says China’s stockpile of nuclear warheads, which last year it reckoned to be in the “low-200s”, could triple to about 700 by 2027 and will probably quintuple to about 1,000 or more by 2030… Even so, it would still be smaller than America’s or Russia’s. Those countries each have about 4,000 warheads. The Pentagon believes China is building fast-breeder reactors to make the necessary plutonium; may already have created a full “triad”, ie, the ability to launch nuclear weapons from the land, sea and air; and is expanding its early-warning systems, with help from Russia.

All told, China is shifting to a “launch on warning” doctrine. Rather than rely on a minimal nuclear deterrent to retaliate after an initial nuclear attack, China would henceforth fire at the first sign of an incoming nuclear strike, even before the enemy warheads have landed. This posture is akin to that of America and Russia… Why is China building up its nukes at a time when America and Russia have extended the New START treaty, which limits their arsenals…? One reason is China’s worry that its arsenal is too small to survive an American first strike…

Excerpt from Military Strategy: An Unpacific Contest, Economist, Nov. 6, 2021

The Right to Know from Space

Rebuilding an entire planet’s energy system is a big job…The most basic problem is knowing what, exactly, you are trying to rebuild. Academic-research groups, think-tanks, charities and other concerned organizations try to keep track of the world’s wind turbines, solar-power plants, fossil-fueled power stations, cement factories and so on. To this end, they rely heavily on data from national governments and big companies, but these are often incomplete. The most comprehensive database covering American solar-power installations, for instance, is thought to miss around a fifth of the photovoltaic panels actually installed on the ground.

In a paper published in Nature, a team of researchers demonstrate another way to keep tabs on the green-energy revolution. Dr Kruitwagen and his colleagues have put together an inventory of almost 69,000 big solar-power stations (defined as those with a rated capacity of 10kw of electricity or more) all over the world—more than four times as many as were previously listed in public databases. This new inventory includes their locations, the date they entered service and a rough estimate of their generating capacity…

Pictures came from two sets of satellites, Sentinel-2 and SPOT, run by the European Space Agency and Airbus respectively. These peer down on the world, recording visible light and also the infrared and ultraviolet parts of the spectrum. The images amounted to around 550 terabytes of data, spanning the period between 2016 and 2018. That is enough to fill more than a hundred desktop hard drives. Sifting through this many pictures by eye would have been impractical. That is where the second technological trend comes in. Dr Kruitwagen and his colleagues trained a machine-learning system to spot the solar panels for them.

More generally, Dr Kruitwagen hopes that his eye-in-the-sky approach—which, despite the planetary scale of the project, cost only around $15,000 in cloud-computing time—could presage more accurate estimates of other bits of climate-related infrastructure, such as fossil-fuel power stations, cement plants and terminals for ships carrying liquefied natural gas. The eventual result could be the assembly of a publicly available, computer-generated inventory of every significant bit of energy infrastructure on Earth. Quite apart from such a model’s commercial and academic value, he says, an informed public would be one better able to hold politicians’ feet to the fire. 

Excerpt from Solar-cell census: An accurate tally of the world’s solar-power stations, Economist, Oct. 30, 2021

A Shameless Love Affair with Nuclear Energy

Nuclear power once seemed like the world’s best hope for a carbon-neutral future. After decades of cost-overruns, public protests and disasters elsewhere, China has emerged as the world’s last great believer, with plans to generate an eye-popping amount of nuclear energy, quickly and at relatively low cost. 

The world’s biggest emitter, China’s planning at least 150 new nuclear reactors in the next 15 years, more than the rest of the world has built in the past 35. The effort could cost as much as $440 billion; as early as the middle of this decade, the country will surpass the U.S. as the world’s largest generator of nuclear power… It could also support China’s goal to export its technology to the developing world and beyond, buoyed by an energy crunch that’s highlighted the fragility of other kinds of power sources. Slower winds and low rainfall have led to lower-than-expected supply from Europe’s dams and wind farms, worsening the crisis, and expensive coal and natural gas have led to power curbs at factories in China and India. Yet nuclear power plants have remained stalwart…

And yet, even if China can develop the world’s most cost-effective, safe, flexible nuclear reactors, the U.S., India and Europe are unlikely to welcome their biggest global adversary into their power supplies. CGN has been on a U.S. government blacklist since 2019 for allegedly stealing military technology. In July, the U.K. began looking for ways to exclude CGN from its Sizewell reactor development. Iain Duncan Smith, Tory Member of Parliament, put it bluntly: “Nuclear is critical to our electric power, and we just can’t trust the Chinese.”

China’s ultimate plan is to replace nearly all of its 2,990 coal-fired generators with clean energy by 2060. To make that a reality, wind and solar will become dominant in the nation’s energy mix. Nuclear power, which is more expensive but also more reliable, will be a close third…Other countries would have to stretch to afford even a fraction of China’s investments. But about 70% of the cost of Chinese reactors are covered by loans from state-backed banks, at far lower rates than other nations can secure…

The most eager customer of China is Pakistan which, like China, shares a sometimes violently contested border with India. China’s built five nuclear reactors there since 1993, including one that came online this year and another expected to be completed in 2022. Other countries have been more hesitant. Romania last year canceled a deal for two reactors with CGN and opted to work with the U.S. instead.

Still, versions of China’s first homegrown reactor design, known as Hualong One, continue to operate safely in Karachi and Fujian province. And in September, China announced a successful test of a new, modular reactor that could be enticing overseas. China Huaneng Group Co. said it had achieved sustained nuclear reactions in a domestically designed, 200-megawatt reactor that heats helium, not water. By making the cooling process independent of external power sources, it should prevent the potential for the kind of massive meltdown that required the evacuation of more than 150,000 people in Fukushima.  China’s modular reactors, if successful, wouldn’t require new power plant construction. In theory, they could replace coal-fired generators in existing thermal power plants…

Excerpts from Dan Murtaugh and Krystal Chia, China’s Climate Goals Hinge on a $440 Billion Nuclear Buildout, Bloomberg, Nov. 2, 2021

The Transparency of Oceans and Nuclear Submarines

There are warnings that different technologies will render the ocean “transparent”, so even the stealthiest submarines could be spotted by an enemy force… China has already developed submarine-spotting lasers. CSIRO is working with a Chinese marine science institute that has separately developed satellite technology that can find submarines at depths of up to 500 meters.   But others say submarines are just a base platform for a range of new and evolving technologies. The Australian Strategic Policy Institute’s outgoing head, Peter Jennings, said the nuclear-propelled submarines that Australia will get as part of the Aukus alliance have more space and energy for being “motherships” than conventional submarines.

“They’re significantly bigger and the reactors give you the energy not just for the propulsion but for everything else inside the boat,” he said. “You then have a huge amount of space for weapons, for vertical launch tubes for cruise missiles and for autonomous systems that can be stored on board. Not only is it a fighting unit but you might have half a dozen remote systems fanned out at quite a distance. They’ll be operating a long distance away from potential targets, potentially hundreds of kilometers. According to the taskforce set up under Aukus, the new submarines will have “superior characteristics of stealth, speed, manoeuvrability, survivability, and almost limitless endurance”, with better weapons, the ability to deploy drones and “a lower risk of detection”.

Excerpts from Tory Shepherd, Will all submarines, even nuclear ones, be obsolete and ‘visible’ by 2040?, Oct. 4, 2021

A New Page in History of Nuclear Energy?

A new page in the history of nuclear energy could be written this September 2021, in the middle of the Gobi Desert, in the north of China. At the end of August 2021, Beijing announced that it had completed the construction of its first thorium-fueled molten-salt nuclear reactor, with plans to begin the first tests of this alternative technology to current nuclear reactors within the next two weeks…

The Chinese reactor could be the first molten-salt reactor operating in the world since 1969, when the US abandoned its Oak Ridge National Laboratory facility in Tennessee. “Almost all current reactors use uranium as fuel and water, instead of molten salt and thorium,” which will be used in China’s new plant. These two “new” ingredients were not chosen by accident by Beijing: molten-salt reactors are among the most promising technologies for power plants

With molten-salt technology, “it is the salt itself that becomes the fuel”….The crystals are mixed with nuclear material – either uranium or thorium – heated to over 500°C to become liquid, and are then be able to transport the heat and energy produced. Theoretically, this process would make the installations safer. “Some accident risks are supposedly eliminated because liquid burning avoids situations where the nuclear reaction can get out of control and damage the reactor structures.”

There’s another advantage for China: this type of reactor does not need to be built near watercourses, since the molten salts themselves “serve as a coolant, unlike conventional uranium power plants that need huge amounts of water to cool their reactors”.  As a result, the reactors can be installed in isolated and arid regions… like the Gobi Desert.

Thorium belongs to a famous family of rare-earth metals that are much more abundant in China than elsewhere; this is the icing on the cake for Chinese authorities, who could increase its energy independence from major uranium exporting countries, such as Canada and Australia, two countries whose diplomatic relations with China have collapsed in recent years.

According to supporters of thorium, it would also a “greener” solution. Unlike the uranium currently used in nuclear power plants, burning thorium does not create plutonium, a highly toxic chemical element…

Among the three main candidates for nuclear reaction – uranium 235, uranium 238 and thorium – the first is “the only isotope naturally fissile”, Sylvain David explained. The other two must be bombarded with neutrons for the material to become fissile (able to undergo nuclear fission) and be used by a reactor: a possible but more complex process. Once that is done on thorium, it produces uranium 233, the fissile material needed for nuclear power generation….”This is an isotope that does not exist in nature and that can be used to build an atomic bomb,” pointed out Francesco D’Auria.

Excerpts from Why China is developing a game-changing thorium-fueled nuclear reactor, France24, Sept. 12, 2021

Mobile Nuclear Energy for the Arctic: Dream to Reality

Four small modular reactors (SMRs) will power the huge Baimskaya copper and gold mining development in the Russian Arctic, according to an agreement signed by Rosatom subsidiary Atomflot…Baimskaya is one of the world’s largest mineral deposits and is very rich in copper and gold. However, development of the remote site in Russia’s eastern Chukotka region demands a complex multi-partner plan involving the Russian government, the regional government and developers…

Nuclear power already plays a role in Baimskaya’s development as early facilities there are powered by the Akademik Lomonosov floating nuclear power plant at Pevek. KAZ Minerals said the plant will supply up to 20 MWe of nuclear power to the mine during its construction phase….Based on the agreement, two additional floating power plants will provided, each with two RITM-200M reactors. The first two should be in operation at Cape Nagloynyn by the beginning of 2027, the third in 2028 and the final one at the start of 2031….

Excerpts from SMRs to power Arctic development, World Nuclear News, Sept. 3, 2021

The $22 Trillion Global Carbon Market

Two of the world’s biggest oil companies, Royal Dutch Shell  and BP already have significant carbon-emissions trading arms, thanks to a relatively well-developed carbon market in Europe. Big carbon emitters such as steel producers receive emission allowances, and can buy more to stay under European emissions guidelines. Companies that fall below those limits can sell their excess carbon-emissions allowances.

Carbon traders get in the middle of those transactions, seeking to profit from even small moves in the price of carbon and sometimes betting on the direction of prices. The value of the world’s carbon markets—including Europe and smaller markets in places such as California and New Zealand—grew 23% last year to €238 billion, equivalent to $281 billion.

That is small compared with the world’s multitrillion-dollar oil markets and to other heavily traded energy markets, such as natural gas or electricity. But growth potential exists, the industry says. Wood Mackenzie, an energy consulting firm, estimates a global carbon market could be worth $22 trillion by 2050… An experienced carbon trader’s base salary can be roughly $150,000 to $200,000, although a lot of compensation occurs via bonuses, traders said…. BP’s overall annual trading profits were between $3.5 billion and $4 billion during the past two years, according to a person familiar with the matter.

Excerpts from Sarah McFarlane, Energy Traders See Big Money in Carbon-Emissions Markets, WSJ, Sept. 9, 2021

The 17 000 Nuclear Objects Dumped in the Kara Sea


“Having the exact coordinates for the dumped container with the nuclear reactors from K-19 submarine is undoubtedly good news,” says nuclear safety expert Andrey Zolotkov. Zolotkov hopes for risk assessments to be carried out soon with the aim to see how the nuclear reactors could be lifted out of the maritime environment and brought to a yard for safe decommissioning…More than 50 years have passed since the dumping.

In the so-called “White Book” on dumped nuclear objects, originally published by President Boris Yeltsin’s environmental advisor Alexei Jablokov, the dumping of the submarine’s two reactors is listed for the Abrosimova Bay on the east coast of the Kara Sea, but exact location hasn’t been confirmed.

It was in August 2021 that the the crew on “Akademik M. Keldysh” with the help of sonars and submersibles found the container. Both marine researchers, oceanology experts from Russia’s Academy of Science and representatives of the Ministry of Emergency Situations are working together in the expedition team.

K-19 is one of the most infamous nuclear-powered submarines sailing for the Soviet navy’s Northern Fleet. In July 1961 the reactor lost coolant after a leak in a pipe regulating the pressure to the primary cooling circuit. The reactor water started boiling causing overheating and fire. Crew members managed to extinguish the fire but had big problems fixing the leak in an effort to save the submarine from exploding. Many of them were exposed to high doses of radioactivity before being evacuated to a nearby diesel submarine sailing in the same area of the North Atlantic. Eight of the crew members who had worked on the leak died of radiation poisoning within a matter of days.

The submarine was towed to the Skhval shipyard (No. 10) in Polyarny. Later, the reactor compartment was cut out and a new installed. The two damaged reactors, still with spent nuclear fuel, were taken north to the Kara Sea and dumped. Keeping the heavily contaminated reactors at the shipyard was at the time not considered an option.

In the spring of 2021, Russia’s Foreign Ministry invited international experts from the other Arctic nations to a conference on how to recover sunken radioactive and hazardous objects dumped by the Soviet Union on the seafloor east of Novaya Zemlya. Moscow chairs the Arctic Council for the 2021-2023 period. 

The two reactors from the K-19 submarine are not the only objects posing a risk to marine environment. In fact, no other places in the world’s oceans have more radioactive and nuclear waste than the Kara Sea. Reactors from K-11 and K-140, plus the entire submarine K-27 and spent uranium fuel from one of the old reactors of the “Lenin” icebreaker are also dumped in the same sea. While mentality in Soviet times was «out of sight, out of mind», the Kara Sea seemed logical. Ice-covered most of the year, and no commercial activities. That is changing now with rapidly retreating sea ice, drilling for oil-, and gas, and increased shipping…Additional to the reactors, about 17,000 objects were dumped in the Kara Sea in the period from the late 1960s to the early 1990s.

Excerpts from Thomas Nilsen, Expedition finds reactors 56 years after dumping, The Barents Observer, Sept. 2, 2021

Measuring Methane Emissions

The American gas industry faces growing pressure from investors and customers to prove that its fuel has a lower-carbon provenance to sell it around the world. That has led the top U.S. gas producer, EQ , and the top exporter, Cheniere Energy to team up and track the emissions from wells that feed major shipping terminals. The companies are trying to collect reliable data on releases of methane—a potent greenhouse gas increasingly attracting scrutiny for its contributions to climate change—and demonstrate they can reduce these emissions over time.

“What we’re trying to really do is build the trust up to the end user that our measurements are correct,” said David Khani, EQT’s chief financial officer. “Let’s put our money where our mouth is.” Natural gas has boomed world-wide over the past few decades as countries moved to supplant dirtier fossil fuels such as coal and oil. It has long been touted as a bridge to a lower-carbon future. But while gas burns cleaner than coal, gas operations leak methane, which has a more potent effect on atmospheric warming than carbon dioxide, though it makes up a smaller percentage of total greenhouse gas emissions.

Investors, policy makers and buyers of liquefied natural gas, known as LNG, are rethinking the fuel’s role in their energy mix …Those concerns, pronounced in Europe and increasingly in Asia, are a problem for LNG shippers, as some of their customers signal plans to ease gas consumption over time…Nearly every industry now faces some pressure to reduce its carbon footprint, as investors focus more on ESG—or environmental, social and governance—issues and push companies for trustworthy emissions data. But the pressure has become particularly acute for oil-and-gas companies, whose main products contribute directly to climate change.

The companies and researchers plan to test drones, specialized cameras that can see methane gas, and other technologies across about 100 wells in the Marcellus Shale in the northeast U.S., the Haynesville Shale of East Texas and Louisiana, and the Permian Basin of West Texas and New Mexico. EQT has said it would spend $20 million over the next few years to replace leaky pneumatic devices, which help move fluids from wells to production facilities and water tanks, with electric-drive valves, executives said. They expect that will cut about 80% of the company’s methane emissions. The company also began exclusively using electric-powered hydraulic fracturing equipment last year.

Excerpts from Collin Eaton Frackers, Shippers Eye Natural-Gas Leaks as Climate Change Concerns Mount, WSJ, Aug. 13, 2021

Africa’s Single Electricity Market: Pools and Mini-Grids

Given this the magnitude of the energy access problem in Africa, a continent-wide risk-guarantee scheme should be established, ideally by a combination of African and other multilateral lending institutions. Such an integrated approach, through which overall savings can outweigh risk premia  could be articulated under the aegis of the African Single Electricity Market, launched in early February 2021 with the main goal of harmonizing regulatory and technical aspects of electricity generation, transmission, and distribution across the continent…

Most electricity projects in Africa are undertaken by foreign developers, notably European, Chinese, and United States companies, owing to their experience and, especially, their ability to secure financing. As a result, African governments have introduced different types of so-called local-content requirements, namely obligations concerning local employment, procurement of local goods and services, and the transfer of technologies and know-how, to which foreign investors have to abide. In countries such as Kenya and Nigeria, these requirements are defined through quantitative targets, whereas in other countries, such as Uganda and Zambia, they take the form of qualitative goals….

Power pooling, through cross-border trade in electric power, helps reduce electricity bills and enhances the reliability of electricity supply. Regional power pools, based increasingly on renewable energy supplies, are now possible across most of the African continent. Nonetheless, additional efforts are needed to reap the full benefits of power pooling….

South Africa is the main electricity producer for the Southern African power pool, facilitated by the Southern African Development Community (SADC). Given the challenges that the country is increasingly facing to meet its domestic demand for electricity, and the sharp decreases in cost of solar, wind, and energy storage, the case for relying on solar and wind energy–powered electricity generation becomes stronger in the region. Yet, at present, for both renewable energy and electric-power transmission, many of the investment discussions in the SADC region focus on large dams, which have been the technology of choice for decades. Concentrating solar power, a technology that generates electricity from the heat obtained by concentrating solar energy (in contrast to converting solar energy directly into electricity, as photovoltaic systems do), is already being deployed in South Africa…. Concentrating solar power technology can help shift the balance away from hydropower and toward solar energy, but only to the extent that stronger financial incentives are in place, compared to those introduced thus far…

To date, the members of the Maghreb Electricity Committee (COMELEC), Northern Africa’s power pool, have only engaged in cross-border trade with the Iberian Peninsula, across the Mediterranean Sea (Spain currently exports electricity to Morocco). As concentrating solar power in Morocco develops, the country plans to export electricity to Spain and possibly Portugal. Tunisia and Egypt are planning similar export arrangements (with Italy and Greece, respectively). Against this background, COMELEC has pledged to launch, in 2025, a common electricity market for its five members…

Both the Eastern Africa Power Pool (EAPP) and the West African Power Pool (WAPP) originate from preexisting cross-border arrangements aimed at promoting cooperation on energy issues. In both regions, cooperation thus far has been limited to bilateral agreements, such as the lines linking Kenya with Ethiopia and Ghana with Burkina Faso….The Central African Power Pool (CAPP) remains underdeveloped. Poverty and other developmental challenges in the region limit the size of the electricity market, thus inflating prices.

In moderately populated areas, where both grid extension and deployment of a relatively large number of stand-alone electricity-generation systems would be prohibitively expensive, off-grid mini-grids are the most economical electrification option in most cases. The so-called third-generation minigrids, which combine photovoltaic solar systems and batteries with or without a back-up diesel-powered electricity generator, require less than 2 weeks of scheduled maintenance per year. Such a high level of reliability makes it possible to incentivize off-grid mini-grid deployment through performance-based subsidies.  For example, with World Bank backing, Nigeria’s rural electrification agency pays off-grid mini-grid developers US$ 350 per connection, provided that the customer has had a steady supply of power for at least 3 months. Similarly, the reliability of third-generation mini-grids allows developers to offer customers a contract that includes, in addition to the electricity connection, the option to purchase income-generating appliances, such as machines for welding, milling, and rice hulling, thus increasing deployment rates…

Overcoming the barriers to interconnected mini-grid development requires national governments to clarify licensing procedures and tariff regulations and ultimately establish unambiguous tariff levels for the various interconnection options, a set of tasks that can be facilitated by the International Renewable Energy Agency….

Excerpts from Daniel Puig et al., An Action Agenda for Africa’s Electricity Sector, Science, Aug. 6, 2021

Imagining Failure: Nuclear Waste on the Beach, California

But for all the good vibes and stellar sunsets of  San Onofre state beach in California, beneath the surface hides a potential threat: 3.6m lb of nuclear waste from a group of nuclear reactors shut down nearly a decade ago. Decades of political gridlock have left it indefinitely stranded, susceptible to threats including corrosion, earthquakes and sea level rise. The San Onofre reactors are among dozens across the United States phasing out, but experts say they best represent the uncertain future of nuclear energy.

“It’s a combination of failures, really,” said Gregory Jaczko, who chaired the US Nuclear Regulatory Commission (NRC), the top federal enforcer, between 2009 and 2012, of the situation at San Onofre. That waste is the byproduct of the San Onofre Nuclear Generating Station (Songs), three nuclear reactors primarily owned by the utility Southern California Edison (SCE) that has shut down….

Since there is not central repository for the final disposition of nuclear wasted in the United States,  the California Coastal Commission approved in 2015 the construction of an installation at San Onofre to store it until 2035. In August 2020, workers concluded the multi-year burial process, loading the last of 73 canisters of waste into a concrete enclosure. San Onofre is not the only place where waste is left stranded. As more nuclear sites shut down, communities across the country are stuck with the waste left behind. Spent fuel is stored at 76 reactor sites in 34 states….

At San Onofre, the waste is buried about 100ft from the shoreline, along the I-5 highway, one of the nation’s busiest thoroughfares, and not far from a pair of faults that experts say could generate a 7.4 magnitude earthquake. Another potential problem is corrosion. In its 2015 approval, the Coastal Commission noted the site could have a serious impact on the environment in case of coastal flooding and erosion hazards beyond its design capacity, 

Concerns have also been raised about government oversight of the site. Just after San Onofre closed, SCE began seeking exemptions from the NRC’s operating rules for nuclear plants. The utility asked and received permission to loosen rules on-site, including those dealing with record-keeping, radiological emergency plans for reactors, emergency planning zones and on-site staffing.

San Onofre isn’t the only closed reactor to receive exemptions to its operating licence. The NRC’s regulations historically focused on operating reactors and assumed that, when a reactor shut down, the waste would be removed quickly.

It’s true that the risk of accidents decreases when a plant isn’t operating, said Dave Lochbaum of the Union of Concerned Scientists. But adapting regulations through exemptions greatly reduces public transparency, he argued. “Exemptions are wink-wink, nudge-nudge deals with the NRC,” he said. “In general, it’s not really a great practice,” former NRC chair Jaczko said about the exemptions. “If the NRC is regulating by exemption, it means that there’s something wrong with the rules … either the NRC believes the rules are not effective, and they’re not really useful, or the NRC is not holding the line where the NRC should be holding line,” he said…

It’s worth considering how things fail, though, argued Rod Ewing, nuclear security professor at Stanford University’s center for international security and cooperation, and author of a 2021 report about spent nuclear waste that focuses on San Onofre. “The problem with our safety analysis approach is we spend a lot of time proving things are safe. We don’t spend much time imagining how systems will fail,” he said. “And I think the latter is what’s most important.”

Excerpts from Kate Mishkin, ‘A combination of failures:’ why 3.6m pounds of nuclear waste is buried on a popular California beach, Guardian, Aug. 

The Dirty Secrets of Clean Energy

Solar panel installations are surging in the U.S. and Europe as Western countries seek to cut their reliance on fossil fuels. But the West faces a conundrum…: Most of them are produced with energy from carbon-dioxide-belching, coal-burning plants in China.

Concerns are mounting in the U.S. and Europe that the solar industry’s reliance on Chinese coal will create a big increase in emissions in the coming years as manufacturers rapidly scale up production of solar panels to meet demand. That would make the solar industry one of the world’s most prolific polluters, analysts say, undermining some of the emissions reductions achieved from widespread adoption. For years, China’s low-cost, coal-fired electricity has given the country’s solar-panel manufacturers a competitive advantage, allowing them to dominate global markets.

Chinese factories supply more than three-quarters of the world’s polysilicon, an essential component in most solar panels, according to industry analyst Johannes Bernreuter…Producing a solar panel in China creates around twice as much carbon dioxide as making it in Europe, said Fengqi You, professor of energy systems engineering at Cornell University.

Some Western governments and corporations are attempting to shift the solar industry away from coal…These policies would also help rebuild the West’s solar industry, which has withered under competition from higher-polluting Chinese producers, Western executives say…China has pushed down the price of panels so sharply that solar power is now less expensive than electricity generated from fossil fuels in many markets around the world. Imports of the solar cells that make up the panels are also flooding into the U.S. and Europe. Those shipments are either coming directly from China or contain key components made in China. “If China didn’t have access to coal, then solar power wouldn’t be cheap now,” said Robbie Andrew, a senior researcher at the Center for International Climate Research in Oslo. “Is it OK that we’ve had this huge bulge of carbon emissions from China because it allowed them to develop all these technologies really cheaply? We might not know that for another 30 to 40 years.”

Excerpts from Matthew Dalton, Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal, July 31, 2021

The Trillion Dollar Mess: Taking Down the Oil Infrastructure

Some of the world’s largest oil companies have been ordered to pay part of a $7.2 billion tab to retire hundreds of aging wells in the Gulf of Mexico that they used to own, capping a case that legal experts say is a harbinger of future battles over cleanup costs.

A federal judge ruled last month that Fieldwood Energy a privately held company that currently controls the old wells and had sought bankruptcy protection, could pass on hundreds of millions of dollars in environmental liabilities to prior owners and insurers of the wells as part of its reorganization plan. Exxon Mobil,  BP, Hess , Royal Dutch Shell and insurance companies had objected to the plan. The dispute, litigated for months in federal bankruptcy court in Houston, centered over who should bear the enormous costs of capping and abandoning wells, primarily in the shallow waters of the Gulf of Mexico where an oil spill could wreak havoc. The companies could still appeal the ruling…

Jason Bordoff, founding director of Columbia University’s Center for Global Energy Policy said that the expenses to decommission oil-and-gas infrastructure world-wide will in the trillions of dollars. “Who bears the costs?” he said. “There will be people who want to pass the buck.”

BP and Shell have pledged to reduce their carbon emissions to zero by 2050. To accomplish that, those companies will have to sell off some oil-and-gas wells to get their related emissions off their books, say energy analysts. But such asset sales present huge risks for big oil companies because many of the buyers are smaller, privately held firms, like Fieldwood, which may not have the financial wherewithal to bear cleanup costs, Ms. Usoro said. This was Fieldwood’s second bankruptcy in two years.

These smaller companies buy the wells for pennies on the dollar and assume the cleanup expenses in the hope that they can reduce the assets’ cost structure and squeeze out the remaining barrels of oil profitably. “I’ve always questioned this business model,” said Ms. Usoro. “Are these guys able to take care of the end of life?”

Excerpts Christopher M. Matthews, Oil Companies Are Ordered to Help Cover $7.2 Billion Cleanup Bill in Gulf of Mexico, WSJ, July 6, 2021

From Natural Landmark to an Oil Spill Wasteland

Mohammad Abubakar, Minister of Environment  disclosed in July 2021 that Nigeria recorded 4,919 oil spills between 2015 to March 2021 and lost 4.5 trillion barrels of oil to theft in four years.

Mr Abubakar disclosed this at a Town Hall meeting in Abuja, organised by the Ministry of Information and Culture, on protecting oil and gas infrastructure. “The operational maintenance is 106, while sabotage is 3,628 and yet to be determined 70, giving the total number of oil spills on the environment to 235,206 barrels of oil. This is very colossal to the environment.

“Several statistics have emphasised Nigeria as the most notorious country in the world for oil spills, loosing roughly 400,000 barrels per day. “The second country is followed by Mexico that has reported only 5,000 to 10,000 barrel only per day, thus a difference of about 3, 900 per cent.

“Attack on oil facilities has become the innovation that replaced agitations in the Niger Delta region against perceived poor governance and neglect of the area.

Excerpts from Nigeria Records 4,919 Oil Spills in 6 Years, 4.5trn Barrels Stolen in 4 Years, AllAfrica.com, July 6, 2021

Green Con Artists and their Moneyed Followers

Green investing has grown so fast that there is a flood of money chasing a limited number of viable companies that produce renewable energy, electric cars and the like. Some money managers are stretching the definition of green in how they deploy investors’ funds. Now billions of dollars earmarked for sustainable investment are going to companies with questionable environmental credentials and, in some cases, huge business risks. They include a Chinese incinerator company, an animal-waste processor that recently settled a state lawsuit over its emissions and a self-driving-truck technology company.

One way to stretch the definition is to fund companies that supply products for the green economy, even if they harm the environment to do so. In 2020 an investment company professing a “strong commitment to sustainability” merged with the operator of an open-pit rare-earth mine in California at a $1.5 billion valuation. Although the mine has a history of environmental problems and has to bury low-level radioactive uranium waste, the company says it qualifies as green because rare earths are important for electric cars and because it doesn’t do as much harm as overseas rivals operating under looser regulations…

When it comes to green companies, “there just isn’t enough” to absorb investor demand…In response, MSCI has looked at other ways to rank companies for environmentally minded investors, for example ranking “the greenest within a dirty industry”….

Of all the industries seeking green money, deep-sea mining may be facing the harshest environmental headwinds. Biologists, oceanographers and the famous environmentalist David Attenborough have been calling for a yearslong halt of all deep-sea mining projects. A World Bank report warned of the risk of “irreversible damage to the environment and harm to the public” from seabed mining and urged caution. More than 300 deep-sea scientists released a statement today calling for a ban on all seabed mining until at least 2030. In late March 2021, Google, battery maker Samsung SDI Co., BMW AG and heavy truck maker Volvo Group announced that they wouldn’t buy metals from deep-sea mining.

[However the The Metals Company (TMC) claims that deep seabed mining is green].

Excerpts from Justin Scheck et al, Environmental Investing Frenzy Stretches Meaning of ‘Green’, WSJ, June 24, 2021

Do It 100 Trillion Times Faster! Race Quantum Supremacy

The Defense Advanced Research Projects Agency (DARPA) initiative is looking in a full picture of how quantum computing will shape the next 30 years of computing.  In April 2021, the agency embarked on a new initiative to support the development of quantum computers. Called the Quantum Benchmarking program, the effort aims to establish key quantum-computing metrics and then make those metrics testable.

“It’s really about developing quantum computing yardsticks that can accurately measure what’s important to focus on in the race toward large, fault-tolerant quantum computers,” Joe Altepeter, program manager in DARPA’s Defense Sciences Office, said in an agency announcement. Historically, the U.S. has invested heavily in quantum science research, but it has not had a full national strategy to coordinate those efforts. The December 2018 National Quantum Initiative Act kickstarted the federal approach to accelerate quantum research and development for an initial five-year period.

Developing metrics would also help quantify and understand how transformative large quantum computers could be. ..The 2018 legislation also established various research centers and partnerships for quantum computing, such as the Quantum Economic Development Consortium comprising government, private and public entities. Under these partnerships, researchers have explored how quantum computing interacts with other technologies, like artificial intelligence, to impact health care. “One of the applications we’re excited about is enabling drug discovery. We want to investigate if we can help the pharmaceuticals industry,” said Altepeter…

“[Quantum computers] could be transformative and the most important technology we’ve ever seen, or they can be totally useless and these gigantic paperweights that are sitting in labs across the country. That window of potential surprise is the key. That’s the kind of surprise that DARPA cannot allow to exist,” said Altepeter. “It’s our job to make sure that we eliminate those kinds of surprises — hence why we wanted to do this program.”

Excerpts from Sarah Sybert, DARPA Aims for Quantum-Computing Benchmarks in New Program, https://governmentciomedia.com/, June 21, 2021

A team of Chinese scientists has developed the most powerful quantum computer in the world, capable of performing at least one task 100 trillion times faster than the world’s fastest supercomputers…In 2019, Google said it had built the first machine to achieve “quantum supremacy,” the first to outperform the world’s best supercomputers at quantum calculation. In December 2020, a Chinese team, based at the University of Science and Technology of China in Hefei, reported their quantum computer, named Jiuzhang, is 10 billion times faster than Google’s. Assuming both claims hold up, Jiuzhang would be the second quantum computer to achieve quantum supremacy anywhere in the world.

The Giant Nuclear Graveyard in the Arctic

The Nuclear Waste in Saida Bay, Russia, is financed by Germany as part of the Global Partnership Against the Spread of Weapons and Materials of Mass Destruction. Italy has paid for the floating dock that brings the nuclear reactor-compartments from the waters to the site. Reactor compartments from submarines and icebreakers will have to be stored for onshore for many decades before the radioactivity have come down to levels acceptable for cutting the reactors’ metal up and pack it for final geological disposal.

These giant containers contain parts of nuclear reactors in order to avoid leakages to the Arctic environment. Image Thomas Nilsen

The process of scrapping the 120 nuclear-powered submarines that sailed out from bases on the Kola Peninsula during the Cold War started in the early 1990 and has technically and economically been supported by a wide range of countries, including Norway and the European Union. Ballistic missile submarines scrapped at yards in Severodvinsk in the 1990s were paid by the United States Nunn-Lugar Cooperative Threat Reduction (CTR) Program.

Excerpts from Kola Peninsula to get radioactive waste from southern Russia, The Barents Observer, May 2021

Fossil-Free in 2026

Norrland (in Sweden) abounds in hydropower. Power that is cheap and—crucially—green, along with bargain land and proximity to iron ore, is sparking an improbable industrial revolution, based on hydrogen, “green” steel and batteries. SSAB, a steelmaker, is poised to deliver its first consignment of “eco-steel” from a hydrogen-fuelled pilot plant in Lulea, a northern city. 

Traditionally, to make steel, iron ore must be melted at high temperatures and reduced from iron oxide to iron, a process that typically involves burning fossil fuels, releasing huge amounts of carbon dioxide. Replacing them with hydrogen eliminates more than 98% of the carbon dioxide normally released. The hydrogen is made by electrolysing water, using electricity produced by hydro-power. This approach involves almost no carbon-dioxide emissions at all…..

Northern Sweden’s steelmaking leaps are being emulated elsewhere in Europe, in response to similar environmental pressures which will only increase if, as looks very likely, Germany’s Greens enter government after the election in September 2021. Europe produces a still significant 16% of the world’s steel. Big producers in Germany and Poland, where the industry is mostly coal-based and very dirty, are nervy. Even neighbouring Norway is in danger of losing out. It too has the gift of rich renewable-energy resources, but underinvestment means there may soon not be enough of this green electricity to meet the demands of both households and industry.

Excerpts from Green steel: Plentiful renewable energy is opening up a new industrial frontier, Economist, May 15, 2021

Resurrecting Used Materials: the Battle against E-Waste

Electric vehicles (EVs) continue to grow in popularity. According to IHS Markit, a research firm, almost 2.5m battery-electric and plug-in-hybrid cars were sold around the world in 2020—and the company expects that number to grow by 70% in 2021…. And, when all of these machines come to the ends of their useful lives, they will need to be recycled.

This coming avalanche of e-waste will be hard to deal with. When a petrol or diesel car is dismantled and crushed, as much as 95% of it is likely to be used again. Ways to do that are well-developed, straightforward and helped by the fact that, on average, almost 70% of such a vehicle consists of readily recyclable ferrous metals. EVs, by contrast, contain a far greater variety of materials. Separating and sorting these is tricky, especially as many of them are locked up inside complex electrical components.

For those who can manage to do so, though, there is good business to be had here. EVs contain lots of valuable stuff. The magnets in their motors are full of rare-earth metals, and their batteries of lithium and cobalt…Li-Cycle, a Canadian company founded in 2016 that is already the biggest recycler of lithium-ion batteries in North America, is one outfit betting on hydrometallurgy. Li-Cycle is not alone, though, in its hydrometallurgical ambitions. One rival is Redwood Materials of Carson City, Nevada…Northvolt… makes lithium-ion batteries for European carmakers. It is adding a recycling plant to its factory in Sweden, to process the batteries it produces there when they reach the ends of their lives. led. Similar “closed-loop” systems are being developed in other parts of the battery supply chain. For example, American Battery Technology, a firm in Nevada that mines and processes lithium, is adding a recycling plant intended to recover lithium and other metals from expired batteries. It will use the lithium in its own production processes and sell the other materials on.

The biggest battery-recycling operations of all, though, are not Western, but Chinese—not surprising, perhaps, given that China is the world’s largest market for EVs, and the country’s government has been promoting the recycling of lithium-ion batteries for some time. Brunp Reycling , a subsidiary of CATL, the world’s biggest EV-battery-maker, has half-a-dozen hydrometallurgical recycling operations around the country. Brunp says it can recycle 120,000 tonnes of old batteries a year, which it claims represents about half of China’s current annual battery-recycling capacity. …

Tesla itself also has trans-Pacific ambitions. It is setting up a battery-recycling facility at its  EV factory in Shanghai, to complement one it is developing at its battery factory in Nevada. Nor is Tesla the only vehicle-maker involving itself in the industry. In January, Volkswagen opened a pilot battery-recycling plant in Salzgitter. Salzgitter is close to the company’s battery factory in Braunschweig, which is being expanded to produce more than 600,000 EV battery packs a year. The idea is the firm’s battery experts will work with its recyclers to make battery packs easier to dismantle.

Designing recyclability in from the beginning will, in the long run, be crucial to the effective recycling of electric vehicles—and especially their batteries. Shredding lots of different types of e-waste at the same time inevitably results in contamination. Separating components before doing so would yield greater levels of purity.

Excerpts from Old electric cars are a raw material of the future, Economist, May 15, 2021

Unthinkable: What Happens When Water Floods a Nuclear Plant

As the 9.0 magnitude earthquake hit the Japanese shore, the reactors of the Fukushima Daiichi nuclear power plant shut down automatically to control the nuclear fission. The electrical lines collapsed, but the plant responded as designed, and the earthquake itself did not cause any other problems. The tsunami it triggered, however, did.

“The reactors were robust, seismically speaking,” said Gustavo Caruso, Director of the IAEA’s Office of Safety and Security Coordination. “But they were vulnerable to the high tsunami waves.” When the flooding hit, the ‘tsunami walls’ made to protect the plant from such events were too low to prevent the sea water from entering the plant. The water’s strength destroyed some of the structures, and entered the diesel generator room — which was built lower and at a closer distance to sea level than other plants in Japan — affecting Units 1, 2 and 3. “The diesel generators are essential for maintaining the plant’s electrical supplies in emergency situations,” said Pal Vincze, Head of the Nuclear Power Engineering Section at the IAEA. “They were drowned.”

If the diesel generator is affected, special batteries can be used to generate electricity, but these have a limited capacity, and, in the case of Fukushima Daiichi, some were also flooded. “In Japan, they put up a heroic fight to get the electrical systems up and running again, but it wasn’t enough,” Vincze added.

Without functioning instrumentation and control systems, or electrical power or cooling capabilities, the overheated fuel melted, sank to the bottom of the reactors, and breached the reactor vessels, leading to three meltdowns. In addition, data logs and vital systems operated by safety parameters were also flooded, which meant that there was no way for the operator to monitor what was going on inside the reactors.

As stated in the IAEA report on the Fukushima Daiichi accident, “a major factor that contributed to the accident was the widespread assumption in Japan that its nuclear power plants were so safe that an accident of this magnitude was simply unthinkable. But…When planning, designing and constructing the plant, experts did not properly take into consideration past tsunami experiences… “It must be noted that the combination of an earthquake of this magnitude and a tsunami is extremely rare, but unfortunately this is what happened.”…

Excerpt from Laura Gil Fukushima Daiichi: The Accident, IAEA Bulletin, Mar. 2021

Can We Change Path? Saving Forests and Cutting Carbon

No ecosystem is more important in mitigating the effects of climate change than tropical rainforest. And South-East Asia is home to the world’s third-biggest patch of it, behind the Amazon and Congo basins. Even though humans release carbon from these forests through logging, clear-felling for agriculture and other disruptions, some are so vast and fecund that the growth of the plants within them absorbs even more from the atmosphere. The Congo basin, for instance, locks up 600m tonnes of carbon a year more than it releases, according to the World Resources Institute (WRI), an international NGO that is equivalent to about a third of emissions from all American transport.

In contrast, such is the extent of clearing for plantations in South-East Asia’s rainforests, which run from Myanmar to Indonesia, that over the past 20 years they have turned from a growing carbon sink to a significant source of emissions—nearly 500m tonnes a year. Indonesia and Malaysia, home to the biggest expanses of pristine forest, have lost more than a third of it this century. Cambodia, Laos and Myanmar, relative newcomers to deforestation, are making up for lost time.

The Global Forest Watch, which uses satellite data to track tree cover, loss of virgin forest in Indonesia and Malaysia has slowed for the fourth year in row—a contrast with other parts of the world…The Leaf Coalition, backed by America, Britain and Norway, along with such corporate giants as Amazon, Airbnb, and Unilever, aims to create an international marketplace in which carbon credits can be sold for deforestation avoided. An initial $1bn has been pledged to reward countries for protecting forests. South-East Asia could be a big beneficiary,

Admittedly, curbing deforestation has been a cherished but elusive goal of climate campaigners for ages. A big un initiative to that end, called REDD+, was launched a decade ago, with Indonesia notably due for help. It never achieved its potential. Projects for conservation must jump through many hoops before approval. The risk is often that a patch of forest here may be preserved at the expense of another patch there. Projects are hard to monitor. The price set for carbon under the scheme, $5 a tonne, has been too low to overcome these hurdles.

The Leaf Initiative would double the price of carbon, making conservation more attractive. Whereas buyers of carbon credits under REDD+ pocketed profits from a rise in carbon prices, windfalls will now go to the country that sold the credits. Standards of monitoring are much improved. Crucially, the scheme will involve bigger units of land than previous efforts, the so-called jurisdictional approach. That reduces the risk of deforestation simply being displaced from a protected patch to an unprotected one.

Excerpts from Banyan: There is hope for South-East Asia’s beleaguered tropical forests, Economist, May 1, 2021

Nuclear Nightmare Coming Back to Haunt Us: Nuclear Waste Dumped at Sea

A stock control inspection has revealed that about 2,800 barrels of radioactive waste partly originating from the healthcare and defense industries may have been handled carelessly, Swedish Television reported. The barrels are reportedly located on the floor of the Baltic Sea 100 kilometres north of Stockholm in Forsmark, where one of Sweden’s seven nuclear plants is situated. The barrels, dating from the 1970s and 1980s, are said to be of no danger at the moment but may pose a risk in the future if not taken care of and repositioned properly.

The government will now have to make decisions on the financial costs of inspecting and restoring the waste and how it will be handled in the future…

 Pekka Vanttinen, 2,800 radioactive waste barrels found near Baltic Sea, stored carelessly, EURACTIV.com, May 18, 2021

The Wild West Mentality of Companies Running the U.S. Oil and Gas Infrastructure — and Who Pays for It

The ransomware attack on Colonial Pipeline Co. in May 2021 has hit an industry that largely lacks federal cybersecurity oversight, leading to uneven digital defenses against such hacks.

The temporary shutdown of Colonial’s pipeline, the largest conduit for gasoline and diesel to the East Coast, follows warnings by U.S. officials in recent months of the danger of cyberattacks against privately held infrastructure. It also highlights the need for additional protections to help shield the oil-and-gas companies that power much of the country’s economic activity, cyber experts and lawmakers say. “The pipeline sector is a bit of the Wild West,” said John Cusimano, vice president of cybersecurity at aeSolutions, a consulting firm that works with energy companies and other industrial firms on cybersecurity. Mr. Cusimano called for rules similar to the U.S. Coast Guard’s 2020 regulations for the maritime sector that required companies operating ports and terminals to put together cybersecurity assessments and plans for incidents.

 More than two-thirds of executives at companies that transport or store oil and gas said their organizations are ready to respond to a breach, according to a 2020 survey by the law firm Jones Walker LLP. But many don’t take basic precautions such as encrypting data or conducting dry runs of attacks, said Andy Lee, who chairs the firm’s privacy and security team. “The overconfidence issue is a serious phenomenon,” Mr. Lee said.

Electric utilities are governed by rules enforced by the North American Electric Reliability Corp., a nonprofit that reviews companies’ security measures and has the power to impose million-dollar fines if they don’t meet standards. There is no such regulatory body enforcing standards for oil-and-gas companies, said Tobias Whitney, vice president of energy security solutions at Fortress Information Security. “There aren’t any million-dollar-a-day potential fines associated with oil-and-gas infrastructure at this point,” he said. “There’s no annual audit.”

Excerpt from David Uberti and Catherine Stupp, Colonial Pipeline Hack Sparks Questions About Oversight, WSJ, May 11, 2021

Dumping Carbon in the Seabed

Oil companies have for decades made money by extracting carbon from the ground. Now they are trying to make money putting it back. Energy giants such as Exxon Mobil and Royal Dutch Shell are pushing carbon capture and storage (CCS)—where carbon is gathered and buried underground—as part of a drive to reduce both their own and their customers’ emissions. Executives say the service could become a new source of income when the industry is grappling with how to adapt to a lower-carbon economy.

Oil companies have long captured carbon from their operations, albeit mostly to produce more oil. Now they want to retool that skill as a service they can sell to heavy-polluting industries like cement and steel, burying their carbon in the ground indefinitely for a fee, rather than releasing it into the atmosphere. Yet critics question the environmental benefits and high cost of such projects.

In 2021, Shell, Total and Equinor launched a joint venture to store carbon in a rock formation thousands of feet beneath the seabed off the coast of Norway. The state-backed Northern Lights project is set to be the first time companies outside the oil industry will be able to pay to have their carbon gathered and stored. Most carbon-storage projects rely on government funding. Norway is covering about 80% of the $1.6 billion cost of the Northern Lights project, with the rest split equally between Shell, Equinor and Total.

Exxon has said it plans to form a new business unit to commercialize carbon capture and storage, forecasting it could become a $2 trillion market by 2040. Chevron has formed partnerships on storage projects, while BP is codeveloping storage projects in the U.K. and Australia. Oil executives’ sales pitch to carbon-intensive companies: We will provide your energy, then take back the carbon to minimize your footprint. Carbon capture and storage iss becoming a business rather than just a solution. 

The U.S. offers companies a tax credit of as much as $50 a metric ton of carbon captured, while the U.K., Norway and Australia have collectively committed billions of dollars of funding for carbon-capture projects. But There are  concerns about whether storage sites could leak carbon. In Europe, public resistance to land-based storage has led to the use of aquifers and depleted gas fields in the North Sea….In the Norway project, carbon will be transported by ship around the bottom of the country before being pumped offshore via a 68-mile pipeline and then injected into an aquifer under the seabed. BP is working on a similar concept for a project it will operate in northeast England, where carbon will be collected from a gas-power plant and various industrial sites, then stored under the North Sea. “We’ll capture the carbon, we’ll take it offshore, we’ll stuff it underground,” BP Chief Executive Bernard Looney recently said of the project. “Taking the carbon back is what I like to describe it as.”

Excerpts from Sarah McFarlane, Oil Giants Turn to Carbon Storage, Apr. 20, 2021

Chasing Super-Polluters

A constellation of satellites will be flown this decade to try to pinpoint significant releases of climate-changing gases, in particular carbon dioxide and methane. The initiative is being led by an American non-profit organisation called Carbon Mapper.
It will use technology developed by the US space agency over the past decade.
The satellites – 20 or so – will be built and flown by San Francisco’s Planet company.
Planet operates today the largest fleet of Earth-observing spacecraft.

There are already quite a few satellites in the sky that monitor greenhouse gases, but the capability is far from perfect. Most of these spacecraft can sense the likes of methane over very large areas but have poor resolution at the local level, at the scale, say, of a leaking pipeline. And those systems that can capture this detail will lack the wide-area coverage and the timely return to a particular location. The Carbon Mapper project wants to fix this either-or-situation by flying multiple high-resolution (30m) sensors that can deliver a daily view, or better.

They will look for super-emitters – the actors responsible for large releases of greenhouse gases. These would include oil and gas infrastructure, or perhaps poorly managed landfills and large dairy factory facilities.

Often these emitters want to know they have a problem but just don’t have the data to take action. “What we’ve learned is that decision support systems that focus just at the level of nation states, or countries, are necessary but not sufficient. We really need to get down to the scale of individual facilities, and even individual pieces of equipment, if we’re going to have an impact across civil society,” explained Riley Duren, Carbon Mapper’s CEO and a research scientist at the University of Arizona…The aim is to put the satellite data in the hands of everyone, and with the necessary tools also to be able to understand and use that information….

Excerpt from Jonathan Amos Carbon Mapper satellite network to find super-emitters, Reuters, April 16, 2021

The Leaky Oil Pipelines on Our Seafloor

Federal officials aren’t adequately monitoring the integrity of 8,600 miles of active oil-and-gas pipelines on the Gulf of Mexico’s seafloor, and for decades have allowed the industry to abandon old pipelines with little oversight, a new report to Congress shows. The Government Accountability Office report faults the Interior Department’s offshore oil-safety regulator’s reliance on surface observations and pressure sensors, rather than  subsea inspection, to monitor for leaks.

The report urges the regulator, the Bureau of Safety and Environmental Enforcement (BSEE), to resume work on a long-stalled update to pipeline rules. BSEE currently requires monthly inspections of pipeline routes in the Gulf by helicopter or marine vessel, to look for oil sheens or gas bubbles on the surface to determine whether a pipeline is leaking. By comparison, the bureau’s Pacific office requires subsea pipeline inspections, in part because of seismic concerns, on its much smaller network of 200 miles of active pipelines.

The GAO also found that BSEE and its predecessors allowed the oil industry to leave thousands of miles of decommissioned pipelines on the seafloor rather than incur the cost of raising them back to the surface. Federal regulations allow BSEE to permit operators to decommission pipelines in place, cleaning and burying them in the seabed. The GAO found that the agency doesn’t ensure standards are followed, even as it allowed 97% of the miles of decommissioned pipelines taken out of active use in the Gulf since the 1960s—nearly 18,000 miles—to remain in place.

BSEE also has failed to fully consider whether decommissioned pipelines represent a hazard to navigation and commercial fishing, like trawlers that can be damaged by snagging equipment on undersea pipelines, the report said. Eighty-nine trawlers reported damage from snagging on oil-and-gas equipment between 2015 and 2019, the report found.

BSEE’s failure to inspect decommissioned pipelines also means officials don’t have a complete record of which equipment has been properly cleaned and buried, or whether hurricanes and underwater landslides have moved buried pipelines, potentially creating navigation hazards and environmental damage. A buried 9-mile pipeline segment was swept 4,000 feet out of place by Hurricane Katrina, the report said.

BSEE also allowed oil producers to leave in place some 250 decommissioned “umbilical lines” that carry electricity and hydraulic power to subsea equipment, the report said, over objections of some Interior officials who were concerned that these lines often contain hazardous chemicals that could leak over time as the equipment degrades.

Excerpt from Ted Mann, U.S. Needs to Better Monitor Oil, Gas Pipelines in Gulf of Mexico, Report Says, WSJ, Apr. 19, 2021

Facing the Unprecedented: Nuclear Waste Burial in China

China is building a massive underground laboratory to research disposal technologies for high-level radioactive waste, the most dangerous byproduct of nuclear technology and applications. This is meant to pave the way for a repository that can handle the disposal of at least a century’s worth of such materials for tens of thousands of years, the lab’s chief designer told China Daily in an exclusive interview.

The lab will be situated in granite up to 560 meters below ground in the Beishan region of Gansu province, said Wang Ju, vice-president of the Beijing Research Institute of Uranium Geology. The underground lab was listed as one of China’s major scientific construction projects in the 13th Five-Year Plan (2016-20).

Its surface facilities will cover 247 hectares, with 2.39 hectares of gross floor space. The underground complex will have a total structural volume of 514,200 square cubic meters, along with 13.4 kilometers of tunnels, he added. The lab is estimated to cost over 2.72 billion yuan ($422 million) and take seven years to build. It is designed to operate for 50 years, and if its research proves successful and the site is suitable, a long-term underground repository for high-level waste will be built near the lab by 2050

According to the 14th Five-Year Plan (2021-25), China seeks to cut carbon emissions by optimizing its energy consumption structure and raising its proportion of nonfossil energy. This includes building a new generation of coastal nuclear plants,… small-scale reactors and offshore floating reactors.. As of 2020, China had 49 nuclear reactors in operation, making it the world’s third-largest nuclear energy producer, behind the United States and France. There are 16 nuclear reactors in construction in China, the most in the world, according to the World Nuclear Association.

Excerpts from Zhang Zhihao, Construction of radioactive waste disposal lab underway, China Daily, Apr. 8, 2021

 
 
 

The Nightmare of Keeping the Lights On

Some 330 million Americans rely on the nation’s critical infrastructure to keep the country humming. Disruptions to electrical grids, communications systems, and supply chains can be catastrophic, yet all of these are vulnerable to cyberattack. According to the government’s 2019 World Wide Threats Hearing, certain adversaries are capable of launching cyberattacks that can disrupt the nation’s critical infrastructure – including electrical distribution networks.

In recognition of the disruptions cyberattacks can cause, DARPA in 2016 established the Rapid Attack Detection, Isolation and Characterization Systems (RADICS) program. The goal of RADICS has been to enable black-start recovery during a cyberattack. Black start is the process of restoring power to an electric substation or part of the grid that has experienced a total or partial shutdown without relying on an external power transmission network to get things back online…

“Cyberattacks on the grid can essentially do two things – make the grid not tell you the truth, and make the grid operate in an unexpected way,” said Walter Weiss, the program manager responsible for RADICS. “For example, the grid could show you that a substation has power when in reality it does not. This could unintentionally prevent power restoration to an entire area since no one thinks there is a need to bring power back online. The technologies developed under RADICS help provide ground truth around grid status, giving responders the ability to quickly detect anomalies and then chart a path towards recovery.”…

 The RADICS testbed is comprised of miniaturized substations that were designed to operate as they do in the real world, but with safeguards to protect the system and those operating the substations. The substations are connected via power lines, forming a multi-utility crank path. With a crank path, power is generated to black start one utility that then powers the next utility and the next until the grid is fully restored.

DARPA substation, Plum island NY

Technologies to Rapidly Restore the Electrical Grid after Cyberattack Come Online, DARPA Website, Feb. 23, 2021

The Toxic Shadow of Abandoned Oil Infrastructure

Wearing blue hard hats, white hazmat suits and respirator masks, workers carted away bags of debris on a recent morning from a sprawling and now-defunct oil refinery once operated by Philadelphia Energy Solutions (PES). Other laborers ripped asbestos from the guts of an old boiler house, part of a massive demolition and redevelopment of the plant, which closed in 2019 after a series of explosions at the facility.

Plans call for the nearly 1,400-acre site to be transformed into a new commercial hub with warehousing and offices. All it will take is a decade, hundreds of millions of dollars, and confronting 150 years’ worth of industrial pollution, including buried rail cars and a poisonous stew of waste fuels poured onto the ground. A U.S. refinery cleanup of this size and scope has no known precedent, remediation experts said. It’s a glimpse of what lies ahead if the United States hopes to wean itself off fossil fuels and clean up the toxic legacy of oil, gas and coal.

President Joe Biden wants to bring the United States to net-zero greenhouse gas emissions by 2050 to fight climate change through a shift to clean-energy technologies, while reducing pollution in low-income and minority neighborhoods near industrial facilities. It’s a transition fraught with challenges. Among the biggest is what to do with the detritus left behind. The old PES plant is just one of approximately 135 oil refineries nationwide, to say nothing of the country’s countless gas stations, pipelines, storage hubs, drill pads and other graying energy infrastructure.

In Philadelphia, a private-sector company is taking the lead. Hilco Redevelopment Partners, a real estate firm that specializes in renovating old industrial properties, bought the PES refinery out of bankruptcy for $225.5 million in June…The full extent of the pollution won’t be understood for years. Also uncertain is the ability of the refinery’s previous owners to pay their share of the cleanup. The facility has had multiple owners over its lifetime and responsibility has been divided between them through business agreements and legal settlements.
Oil refining at the Philadelphia site began in 1870, 100 years before the creation of the U.S. Environmental Protection Agency (EPA). Gasoline, once a worthless byproduct of heating oil, was routinely dumped by the refinery into the soil, according to historians and researchers. Leaks and accidents spewed more toxins. The June 2019 blasts alone released 676,000 pounds of hydrocarbons, PES said at the time. The Philadelphia site is not unique. About half of America’s 450,000 polluted former industrial and commercial sites are contaminated with petroleum, according to the EPA.

Cleanup in Philadelphia will be painstaking. After asbestos abatement comes the demolition and removal of 3,000 tanks and vessels, along with more than 100 buildings and other infrastructure, the company said. Then comes the ground itself. Hilco’s Perez said dirt quality varies widely on the site and will have to be handled differently depending on contamination levels. Clearing toxins like lead must be done with chemical rinses or other technologies…The site also has polluted groundwater and giant benzene pools lurking underneath, according to environmental reports Sunoco filed over the years with the federal and state governments.

Excerpts from Laila Kearney, 150 years of spills: Philadelphia refinery cleanup highlights toxic legacy of fossil fuels, Reuters, Feb. 16, 2021
 

A Lethal Combination: Rusty Tanks and Melting Ice in the Artic

A mining firm has paid a record $2bn fine over a huge oil spill that caused one of Russia’s worst environmental disasters. Norilsk Nickel, the world’s leading nickel and palladium producer, said it had paid the fine on March 10, 2021.The fuel spill in May 2021 saw 21,000 tonnes of diesel pour from one of the company’s storage tanks into rivers and lakes in Russia’s Arctic north…The penalty is the biggest ever issued for environmental damage in Russia, officials say.

How did the spill happen? The diesel oil began leaking on May 29, 2020. It is thought to have originated from a rusty storage tank at Norilsk Nickel’s power plant in Siberia.
Investigators believe the tank near Norilsk sank because of melting permafrost which weakened its supports. The Arctic had seen weeks of unusually warm weather – widely believed to be a symptom of global warming – prior to the disaster. The oil contaminated the Ambarnaya river and surrounding subsoil before drifting about 20km (12 miles) north of Norilsk. It then entered Lake Pyasino, which flows to the Kara Sea in the Arctic Ocean. In total, the oil contaminated a 350 sq km (135 sq mile) area…

The clean-up could cost $1.5bn and take between five and 10 years…Norilsk is already a well-known pollution hotspot, because of contamination from the industry that dominates the city.

Excerpt from Norilsk Nickel: Mining firm pays record $2bn fine over Arctic oil spill, BBC, Mar. 10, 2021

Green-Shaming ExxonMobil

ExxonMobil’s shareholders concerned about greenery are angered by ExxonMobil’s continued carbon-cuddling. Those who care more about greenbacks are irked by its capital indiscipline. Right now, both are pushing in the same direction.

D.E. Shaw, a big hedge fund, is urging ExxonMobil to spend more wisely… More eye-catchingly, Engine No.1, a newish fund with a stake of just 0.02%, is trying to green-shame Mr Woods with a mantra as straightforward as ExxonMobil’s: if the company continues on its current course, and demand shifts quickly to cleaner energy, it risks terminal decline. The fund has launched a proxy battle by proposing four new directors; the current board, it complains, is long on blue-chip corporate credentials but short on energy expertise. Engine No.1’s agitation for a shake-up has won backing from, among others, Calstrs, which manages $283bn on behalf of California’s public-sector workers.

Most important, the tone from ExxonMobil’s three biggest institutional shareholders—BlackRock, Vanguard and State Street—has also shifted…In a recent letter to clients, Larry Fink, boss of BlackRock, talked of greener stocks enjoying a “sustainability premium” and dirty ones jeopardising portfolios’ long-term returns. He hinted that his firm—the world’s largest asset manager—might divest from firms that failed to appreciate the “tectonic shift” taking place. Vanguard, too, has called out ExxonMobil for flawed governance…

Excerpt from Schumpeter: The Long Squeeze, Economist, Feb. 6, 2021

At Gunpoint in Congo: Is Coltan Worse than Oil?

Tantalum, a metal used in smartphone and laptop batteries, is extracted from coltan ore. In 2019 40% of the world’s coltan was produced in the Democratic Republic of Congo, according to official data. More was sneaked into Rwanda and exported from there. Locals dig for the ore by hand in Congo’s eastern provinces, where more than 100 armed groups hide in the bush. Some mines are run by warlords who work with rogue members of the Congolese army to smuggle the coltan out.

When demand for electronics soared in the early 2000s, coltan went from being an obscure, semi-valuable ore to one of the world’s most sought-after minerals. Rebels fought over mines and hunted for new deposits. Soldiers forced locals to dig for it at gunpoint. Foreign money poured into Congo. Armed groups multiplied, eager for a share.

Then, in 2010, a clause in America’s Dodd-Frank Act forced American firms to audit their supply chains. The aim was to ensure they were not using minerals such as coltan, gold and tin that were funding Congo’s protracted war. For six months mines in eastern Congo were closed, as the authorities grappled with the new rules. Even when they reopened, big companies, such as Intel and Apple, shied away from Congo’s coltan, fearing a bad press.

The “Obama law”, as the Congolese nickname Dodd-Frank, did reduce cash flows to armed groups. But it also put thousands of innocent people out of work. A scheme to trace supply chains known as ITSCI run by the International Tin Association based in London and an American charity, Pact, helped bring tentative buyers back to Congo.  ITSCI staff turn up at mining sites to see if armed men are hanging about, pocketing profits. They check that no children are working in the pits. If a mine is considered safe and conflict-free, government agents at the sites put tags onto the sacks of minerals. However, some unscrupulous agents sell tags on the black market, to stick on coltan from other mines. “The agents are our brothers,” Martin says. It is hard to police such a violent, hilly region with so few roads. Mines are reached by foot or motorbike along winding, muddy paths.

For a long time those who preferred to export their coltan legally had to work with itsci, which held the only key to the international market. Miners groaned that itsci charged too much: roughly 5% of the value of tagged coltan. When another scheme called “Better Sourcing” emerged, Congo’s biggest coltan exporter, Société Minière de Bisunzu, signed up to it instead.

Excerpts from Smugglers’ paradise: Congo, Economist, Jan. 23, 2021

Who Will Rule the Arctic?


Rosatom joined the Arctic Economic Council*in February 2021. Rosatom is a Russian state-owned corporation supplying about 20% of the country’s electricity. The corporation mainly holds assets in nuclear power and machine engineering and construction. In 2018, the Russian government appointed Rosatom to manage the Northern Sea Route (NSR). The NSR grants direct access to the Arctic, a region of increasing importance for Russia due to its abundance of fossil fuels. Moreover, due to climate changes, the extraction of natural resources, oil and gas are easier than ever before.

Since Russia’s handover of NSR’s management, Rosatom’s emphasis on the use of nuclear power for shipping, infrastructure development and fossil fuel extraction is likely to become more prevalent in the Arctic region. Rosatom already operate the world’s first floating nuclear power plant in the Siberian port of Pevek and is the only company in the world operating a fleet of civilian nuclear-powered icebreakers…The company has numerous plans up its sleeves, among them to expand the fleet of heavy-duty nuclear icebreakers to a minimum of nine by 2035.

*Other members of the Arctic Economic Council.

Excerpt from Polina Leganger Bronder, Rosatom joins Arctic Economic Council, BarentsObserver, Feb. 8, 2021

Living in the World of Tesla: Cobalt, Congo and China

 A 20% rise in the price of cobalt since the beginning of 2021 shows how the rush to build more electric vehicles is stressing global supply chains. 

A majority of the world’s cobalt is mined in the Democratic Republic of the Congo in central Africa. It typically is carried overland to South Africa, shipped out from the port of Durban, South Africa, and processed in China before the material goes to battery makers—meaning the supply chain has several choke points that make it vulnerable to disruption…

Car and battery makers have been looking for more control over their cobalt supply and ways to avoid the metal altogether. Honda Motor Co. last year formed an alliance with a leading Chinese car-battery maker, Contemporary Amperex Technology Ltd. , hoping that CATL’s supply-chain clout would help stabilize Honda’s battery supply..

Meanwhile, China plays a critical role even though it doesn’t have significant reserves of cobalt itself. Chinese companies control more than 40% of Congo’s cobalt-mining capacity, according to an estimate by Roskill, the London research firm…China’s ambassador to Congo was quoted in state media last year as saying more than 80 Chinese enterprises have invested in Congo and created nearly 50,000 local jobs…

To break China’s stronghold, auto makers and suppliers are trying to recycle more cobalt from old batteries and exploring other nations for alternative supplies of the material.  Another reason to look for alternatives is instability in Congo and continuing ethical concerns about miners working in sometimes-harsh conditions with rudimentary tools and no safety equipment.

Excerpt from Yang Jie, EV Surge Sends Cobalt Prices Soaring, WSJ, Jan. 23, 2021

The New Lepers: Oil in Ecuador and Arctic Drilling

Some of Europe’s largest banks are phasing out trading services for the export of oil from the Ecuadorean Amazon, a move that reflects the growing focus of global banks on climate change and their shift away from increasingly risky fossil fuels.

On January 25, 2021, Switzerland’s Credit Suisse Group AG and Holland’s ING said that they were excluding new transactions related to exports of Ecuador’s Amazonian oil from their trading activities, citing climate change and concerns for the Amazon rainforest and its Indigenous people. France’s BNP Paribas SA, the largest bank in the eurozone and one of the region’s trading powerhouses, said in December 2020 that it would immediately exclude from its trading activities the seaborne exports of oil from the Esmeraldas region in Ecuador under its latest environmental finance policies.

Ecuador isn’t one of the world’s top oil producers, but petroleum exports are a key contributor to the country’s economy. Petroecuador, the nation’s state-owned oil company, didn’t respond to requests for comment.  The banks’ flight from Amazonian crude follows last year’s crash in oil prices and growing fears of so-called stranded assets, which are fossil fuels that lose value due to the world’s transition to cleaner forms of energy…

Banks are also facing calls from environmentalists and Indigenous peoples to limit their involvement in fossil fuels. In Ecuador, a campaign by activists and Indigenous people spurred ING and Credit Suisse to reduce their exposure to the Amazonian oil trade. The nonprofits Stand.earth and Amazon Watch published a report in 2020 that called out banks—including ING, Credit Suisse and BNP Paribas—for their financing of Amazonian crude…

Banks and insurers are also cutting ties with Arctic oil drilling. This month, Axis Capital Holdings joined fellow insurers AXA and Swiss Re in pledging not to underwrite any new oil-and-gas drilling in the Arctic Wildlife Refuge in Alaska.  The six biggest U.S. banks— Citigroup Inc., Bank of America Corp. , Goldman Sachs Group Inc., JPMorgan Chase & Co., Morgan Stanley and Wells Fargo & Co.—have also said they would end funding for new drilling and exploration projects in the Arctic.

Excerpts from Dieter Holger & Pietro Lombardi, European Banks Quit Ecuador’s Amazonian Oil Trade, WSJ, Jan. 25, 2021

Assigning Responsibility for Oil Leaks: Shell’s Deep Pockets

Royal Dutch Shell’s  Nigerian subsidiary has been ordered on January 29, 2021 by a Dutch court to pay compensation for oil spills in two villages in Nigeria…The case was first lodged in 2008 by four Nigerian farmers and Friends of the Earth Netherlands. They had accused Shell and its Nigerian subsidiary of polluting fields and fish ponds through pipe leaks in the villages of Oruma and Goi.

The Court of Appeal in the Hague, where Shell has its headquarters, also ordered the company to install equipment to safeguard against future pipeline leaks. The amount of compensation payable related to the leaks, which occurred between 2004 and 2007, is yet to be determined by the court.  The case establishes a duty of care for the parent company to play a role in the pollution abroad, in this case by having the duty to make sure there is a leak-detection system…

Shell argued that the leaks were caused by sabotage…

In recent years there have been several cases in U.K. courts related to whether claimants can take matters to a parent company’s jurisdiction. In 2019, the U.K. Supreme Court ruled that a case concerning pollution brought by a Zambian community against Vedanta, an Indian copper-mining company previously listed in the U.K., could be heard by English courts. “It established that a parent company can be liable for the actions of the subsidiary depending on the facts,” said Martyn Day, partner at law firm Leigh Day, which represented the Zambians.

The January 2021 case isn’t the first legal action Shell has faced related to pollution in Nigeria. In 2014, the company settled a case with over 15,000 Nigerians involved in the fishing industry who said they were affected by two oil spills, after claims were made to the U.K. High Court. Four months before the case was due to go to trial Shell, which has its primary stock-exchange listing in the U.K., agreed to pay 55 million British pounds, equivalent to $76 million…  

The January 2021  verdict tells oil majors that “when things go wrong they will be held to account and very likely held to account where their parent company is based,” said Mr. Day, adding that the ruling could spark more such actions.

Excerpts from Sarah McFarlane, Shell Ordered to Pay Compensation Over Nigerian Oil Spills, WSJ, Jan. 29, 2021

How Germany and China Saved the World from Fossil Fuels

In 2020, 132bn watts of new solar generating capacity were installed around the world; in many places solar panels are now by far the cheapest way to produce electricity. This transformation… was the result of a decisive shift in German government policy happening to coincide with China becoming the dominant force in global manufacturing.

By 2012 Germany had paid out more than €200bn in subsidies for solar energy production. It had also changed the world. Between 2004 and 2010 the global market for solar panels grew 30-fold as investors in Germany and the other countries which followed its lead piled in… By 2012 the price of a panel was a sixth what it had been in 2004, and it has gone on falling ever since… In sunny places new solar-power installations are significantly cheaper than generating electricity from fossil fuels. Installed capacity is now 776gw, more than 100 times what it was in 2004.

That does not mean Germany got exactly what it wanted. Solar power is not the decentralised, communal source of self-sufficient energy the Greens dreamed of; its provision is dominated by large industrial installations. And the panels on those installations are not made by the German companies the Social Democrats wanted to support: Chinese manufacturers trounced them…But they do provide the world with a zero-carbon energy source cheaper than fossil fuels, and there is room for many more of them…

The industry boasts no giants comparable to those in aircraft manufacture or pharmaceuticals, let alone computing; no solar company has a market capitalization of more than $10bn, and no solar CEO is in danger of being recognized on the street. It is a commodity business in which the commodity’s price moves in only one direction and everyone works on very thin margins. Good for the planet—but hardly a gold mine. 

Excerpt from How governments spurred the rise of solar power, Economist Technology Quarterly, Jan 9, 2021 

The Geo-Economics of Rare Earth Minerals

Greenland is rich in rare-earth minerals, and the superpowers want them…These 17 elements are used in  all things electronic. The renewable-energy revolution will also rely on them for power storage and transmission. On the darker side, weapons—including nuclear ones—need them too.

A new open-pit mine at the top of Kuannersuit, a cloud-rimmed mountain near the settlement of Narsaq in the south of Greenland may be rich in rare earth. So believes Greenland Minerals, an Australia-based company, which has been angling for the excavation rights for the past decade.

Greenland’s environment ministry has given a tentative go-ahead. A majority of parliamentarians have already declared themselves in favor of digging. In early February 2020, the townsfolk of Narsaq will hear representations from the island’s government. In Greenland, Urani Naamik (“No to Uranium”), a community lobby, has strong support. Nobody wants (mildly) radioactive dust, an inevitable by-product of mining. Many worry about the waste—a sludge of chemicals and discarded rock fragments—that mining would leave on top of the mountain.

The bigger long-term issue is who gets the mine’s spoils. Shenghe, a Chinese conglomerate, is the largest shareholder in Greenland Minerals. The Danish government, in a frenzy of Atlanticism, earlier managed to stop Chinese companies from investing in the expansion of two airports on the island. Will it preserve Greenland’s rare earths for NATO?

Cloud mining: In search of Greenland’s rare earths, Economist, Jan. 16, 2021, at 41

How to Reach Beyond the Stars? Nuclear Power

The US President issued Space Policy Directive-6 (SPD-6), the Nation’s Strategy for Space Nuclear Power and Propulsion (SNPP) on Dec. 16, 2020. Space nuclear systems power spacecraft for missions where alternative power sources are inadequate, such as environments that are too dark for solar power or too far away to carry sufficient quantities of chemical fuels. Space nuclear systems include radioisotope power systems and nuclear reactors used for power, heating, or propulsion. SPD-6 establishes high-level goals, principles, and a supporting roadmap that demonstrate the U.S. commitment to using SNPP systems safely, effectively, and responsibly…

NASA, the Department of Energy, and industry will design, fabricate, and test a 10-kilowatt class fission surface power system. NASA plans to demonstrate the system on the Moon in the late 2020s, providing power for sustainable lunar surface operations and testing its potential for use on Mars.  The space agency is also advancing nuclear thermal and nuclear electric propulsion capabilities. Nuclear propulsion can enable robust human exploration beyond the Moon. For crewed missions to the Red Planet, a traditional chemical propulsion system would require a prohibitively high propellant mass. 

NASA Supports America’s National Strategy for Space Nuclear Power and Propulsion, NASA Press Release, Dec. 16, 2020

Under-Water Data Centers: Reliable, Cool and Cheap

Earlier this year a ship hauled a large, barnacle-covered cylinder sporting a Microsoft logo from the seas off the Orkney islands. Inside were a dozen server racks, of the sort found in data-centres around the world. Sunk in 2018, and connected to the shore by cable, the computers had spent the past couple of years humming away, part of an experiment into the feasibility of building data-centres underwater.

On September 14th, 2020 Microsoft revealed some results. The aquatic data-centre suffered equipment failures at just one-eighth the rate of those built on land. Being inaccessible to humans, the firm could fill it with nitrogen instead of air, cutting down corrosion. The lack of human visitors also meant none of the bumping and jostling that can cause faults on land.

Microsoft hopes some of the lessons can be applied to existing, land-based data-centers. In the longer term, though, it notes that building underwater offers advantages beyond just reliability. Immersion in seawater helps with cooling, a big expense on land. Data-centres work best when placed close to customers. Land in New York or London is expensive, but nearby sea-floor is cheap. More than half the world’s population lives within 120 miles (192km) of the sea. Ben Cutler, the engineer in charge of the project, says submarine data-centres could be co-located with offshore wind farms as “anchor” customers. The cylinder fits in a standard shipping container, so could be deployed to remote places like islands, or even disaster areas to support relief efforts.

Excerpts from Cloud computing: Davy Jones’s data-center, Economist, Sept. 19, 2020

Lots of Money Forever for Waste that Lasts for Forever: Nuclear Waste in Japan

Since August 2020, two local governments on the western shore of Hokkaido in Japan have said they will apply to the central government for a survey that could eventually lead to their municipalities hosting a permanent underground repository for high-level radioactive waste. The fact that these two localities made their announcements about a month apart and are situated not far from each other was enough to attract more than the usual media attention, which revealed not only the straitened financial situations of the two areas, but also the muddled official policy regarding waste produced by the country’s nuclear power plants.

The respective populations of the two municipalities reacted differently. The town of Suttsu made its announcement in August 2020, or, at least, its 71-year-old mayor did, apparently without first gaining the understanding of his constituents, who, according to various media, are opposed to the plan…. Meanwhile, the mayor of the village of Kamoenai says he also wants to apply for the study after the local chamber of commerce urged the village assembly to do so in early September 2020. TBS asked residents about the matter and they seemed genuinely in favor of the study because of the village’s fiscal situation. Traditionally, the area gets by on fishing — namely, herring and salmon — which has been in decline for years. A local government whose application for the survey is approved will receive up to ¥2 billion in subsidies from the central government… Kamoenai, already receiving subsidies for nuclear-related matters. The village is 10 kilometers from the Tomari nuclear power plant, where some residents of Kamoenai work. In exchange for allowing the construction of the plant, the village now receives about ¥80 million a year, a sum that accounts for 15 percent of its budget. According to TBS, Kamoenai increasingly relies on that money as time goes by, since its population has declined by more than half over the past 40 years.

Since Japan’s Nuclear Waste Management Organization started soliciting local governments for possible waste storage sites in 2002, a few localities have expressed interest, but only one — the town of Toyo in Kochi Prefecture — has actually applied, and then the residents elected a new mayor who canceled the application. The residents’ concern was understandable: The waste in question can remain radioactive for up to 100,000 years.

The selection process also takes a long time. The first phase survey, which uses existing data to study geological attributes of the given area, requires about two years. If all parties agree to continue, the second phase survey, in which geological samples are taken, takes up to four years. The final survey phase, in which a makeshift underground facility is built, takes around 14 years. And that’s all before construction of the actual repository begins.

Neither Suttsu nor Kamoenai may make it past the first stage. Yugo Ono, an honorary geology professor at Hokkaido University, told the magazine Aera that Suttsu is located relatively close to a convergence of faults that caused a major earthquake in 2018. And Kamoenai is already considered inappropriate for a repository on a map drawn up by the trade ministry in 2017.

If the Nuclear Waste Management Organization’s process for selecting a site sounds arbitrary, it could reflect the government’s general attitude toward future plans for nuclear power, which is still considered national policy, despite the fact that only three reactors nationwide are online.

Japan’s spent fuel is being stored in cooling pools at 17 nuclear plants comprising a storage capacity of 21,400 tons. As of March 2020, 75 percent of that capacity was being used, so there is still some time to find a final resting place for the waste. Some of this spent fuel was supposed to be recycled at the Rokkasho Reprocessing Plant in Aomori Prefecture, but, due to numerous setbacks, it doesn’t look as if it’s ever going to open, so the fuel will just become hazardous garbage.

According to some, the individual private nuclear plants should be required to manage their own waste themselves. If they don’t have the capacity, then they should create more. It’s wrong to bury the waste 300 meters underground because many things can happen over the course of future millennia. The waste should be in a safe place on the surface, where it can be readily monitored.  However, that would require lots of money virtually forever, something the government would prefer not to think about, much less explain. Instead, they’ve made plans that allow them to kick the can down the road for as long as possible.

Excerpt from PHILIP BRASOR, Hokkaido municipalities gamble on a nuclear future, but at what cost? Japan Times, Oct. 24, 2020

The Unbankables: Fossil-Fuel Companies

Defenders of the oil-and-gas industry in Washington are fighting back against big banks who want to stop financing new Arctic-drilling projects, fearing it could be a harbinger of an unbankable future for fossil-fuel companies. Five of the six largest U.S. banks— Citigroup, Goldman Sachs,  JPMorgan Chase, Morgan Stanley, and Wells Fargo have pledged over the past year to end funding for new drilling and exploration projects in the Arctic.  Alaska Sen. Dan Sullivan has been lobbying the Trump administration to examine whether the federal government can prevent banks from cutting off financing.

“That these banks would discriminate against one of the most important sectors of the U.S. economy is absurd,” Mr. Sullivan said in an interview. “I thought it was important to push back.” The American Petroleum Institute, one of industry’s most influential lobbying groups, has said it is working with the Trump administration on the issue, which it called a “bad precedent.” API, Mr. Sullivan and others have also suggested the White House should examine whether it could cut off the banks’ access to funding under coronavirus relief packages.

Wall Street has been pulling back from the oil-and-gas industry after years of dismal returns from it and is under increasing pressure from environmentalists and others to limit fossil-fuel lending. While broader market conditions during the coronavirus pandemic this year have dried up capital for new exploration, some analysts have said a lack of bank financing could deter drilling in the Arctic National Wildlife Refuge, which the administration opened to exploration in August 2020…

Capital flight remains one of the primary risks facing the oil industry, according to Moody’s Corp. If the world were to accelerate a transition to renewable sources of energy, oil-and-gas reserves could become uneconomic and turn into a credit liability for producers, making it difficult to access longer-maturity loans, Moody’s said.

Alaska’s economy is almost entirely dependent on the fossil-fuel industry, which has historically funded about 90% of the state’s general fund through tax revenues. Energy executives worry the pledges that banks are making could spread to other regions and parts of the industry as pressure mounts from environmental groups, and companies face the prospect of tighter government regulations. This week, JPMorgan pledged to push clients to align with the Paris climate accord and work toward global net zero-emissions by 2050.

“If it is successful, why would they stop with the Arctic?” said wildcatter Bill Armstrong, founder of Armstrong Oil & Gas Inc., which has discovered more than 3 billion barrels of oil in Alaska. “A lot of misguided people are trying to make oil and gas the new tobacco.

Excerpt from Christopher M. Matthews and Orla McCaffrey, Banks’ Arctic Financing Retreat Rattles Oil Industry, WSJ, Oct. 9 2020

1 Million Tons Radioactive Water Release at Sea: Fukushima, Japan

On October 19, 2020, China urged the Japanese government to “cautiously” consider whether to release treated radioactive water in the sea from the Fukushima No. 1 nuclear power plant. China’s remarks came days after it was reported by Japanese media that an official decision on the discharge of the water from the nuclear plant may be made by the end of October 2020. The water has been treated using an advanced liquid processing system, or ALPS, to remove most contaminants other than the relatively less toxic tritium and is stored in tanks on the facility’s premises.

But space is expected to run out by the summer of 2022, with contaminated water increasing by about 170 tons per day. As of September 2020, the stored water totaled 1.23 million tons and continues to grow.

China urges Japan to cautiously consider nuclear plant water release, Japan Times, Oct. 19, 2020

Beautiful Coal and Other Maladies

President Trump hasn’t been able to bring back “beautiful, clean coal” as he promised four years ago. As mines and power plants continue to close, the question many are asking in the diminishing American coal industry is—what now?

The use of coal to generate electricity in the U.S. is expected to fall more than a third during Mr. Trump’s first term, data from the U.S. Energy Information Administration show, as a glut of cheap natural gas unlocked due to fracking and increasingly competitive wind and solar sources gained market share. More than half of that drop happened before the new coronavirus outbreak. That compares with a decline of about 35% in coal consumed for power generation during Mr. Obama’s eight years in office.

In 2019, the U.S. consumed more renewable energy than coal for the first time since the 1880s, federal data show…“Coal isn’t coming back. You can’t legislate it,” said Karla Kimrey , previously a vice president at Wyoming-based coal producer Cloud Peak Energy Inc., which filed for bankruptcy protection last year. Domestic demand has continued to drop as utilities retire coal power plants and turn to cheap natural gas and renewables to make electricity, trends that have only accelerated as economies have slowed due to the pandemic. With less demand for power, many utilities have cut back on coal generation first, as it is generally more expensive

Meanwhile the rise of “ESG” or environmental, social and governance investing is constricting the industry’s ability to obtain capital, current and former executives say.  As major investors such as JPMorgan Chase & Co. and BlackRock Inc., the world’s largest asset manager, turn away from coal over concerns about climate change, coal companies are struggling to secure the insurance they need to operate. That hurts not only companies that mine the thermal coal used to generate electricity, but also those that mine metallurgical coal to make steel.

Excerpts from Rebecca Elliott and Jonathan Randles, Trump’s Promise to Revive Coal Thwarted by Falling Demand, Cheaper Alternatives, WSJ, Sept. 17, 2020

Buy Carbon Stored in Trees and Leave it There

For much of human history, the way to make money from a tree was to chop it down. Now, with companies rushing to offset their carbon emissions, there is value in leaving them standing. The good news for trees is that the going rate for intact forests has become competitive with what mills pay for logs in corners of Alaska and Appalachia, the Adirondacks and up toward Acadia. That is spurring landowners to make century-long conservation deals with fossil-fuel companies, which help the latter comply with regulatory demands to reduce their carbon emissions.

For now, California is the only U.S. state with a so-called cap-and-trade system that aims to reduce greenhouse gasses by making it more expensive over time for firms operating in the state to pollute. Preserving trees is rewarded with carbon-offset credits, a climate-change currency that companies can purchase and apply toward a tiny portion of their tab. But lately, big energy companies, betting that the idea will spread, are looking to preserve vast tracts of forest beyond what they need for California, as part of a burgeoning, speculative market in so-called voluntary offsets.

One of the most enthusiastic, BP PLC, has already bought more than 40 million California offset credits since 2016 at a cost of hundreds of millions of dollars. In 2019, the energy giant invested $5 million in Pennsylvania’s Finite Carbon, a pioneer in the business of helping landowners create and sell credits. The investment is aimed at helping Finite hire more foresters, begin using satellites to measure biomass and drum up more credits for use in the voluntary market.  BP has asked Finite to produce voluntary credits ASAP so they can be available for its own carbon ledger and to trade among other companies eager to improve their emissions math. As part of its shift into non-fossil-fuel markets, BP expects to trade offset credits the way it presently does oil and gas.“The investment is to grow a new market,” said Nacho Gimenez, a managing director at the oil company’s venture-capital arm. “BP wants to live in this space.”

Skeptics contend the practice does little to reduce greenhouse gases: that the trees are already sequestering carbon and shouldn’t be counted to let companies off the hook for emissions. They argue that a lot of forest protected by offsets wasn’t at high risk of being clear-cut, because doing so isn’t the usual business of its owners, like land trusts, or because the timber was remote or otherwise not particularly valuable.

If other governments join California and institute cap-and-trade markets, voluntary offsets could shoot up in value. It could be like holding hot tech shares ahead of an overbought IPO. Like unlisted stock, voluntary credits trade infrequently and in a wide price range, lately averaging about $6 a ton, Mr. Carney said. California credits changed hands at an average of $14.15 in 2019 and were up to $15 before the coronavirus lockdown drove them lower. They have lately traded for about $13.

These days, voluntary offsets are mostly good for meeting companies’ self-set carbon-reduction goals. BP is targeting carbon neutrality by 2050. Between operations and the burning of its oil-and-gas output by motorists and power plants, the British company says it is annually responsible for 415 million metric tons of carbon emissions.

Excerpts from Emissions Rules Turn Saving Trees into Big Business, WSJ, Aug. 24, 2020

The Green Climate Fund and COVID-19

 The Green Climate Fund has promised developing nations it will ramp up efforts to help them tackle climate challenges as they strive to recover from the coronavirus pandemic, approving $879 million in backing for 15 new projects around the world…The Green Climate Fund (GCF) was set up under U.N. climate talks in 2010 to help developing nations tackle global warming, and started allocating money in 2015….

Small island states have criticised the pace and size of GCF assistance…Fiji’s U.N. Ambassador Satyendra Prasad said COVID-19 risked worsening the already high debt burden of small island nations, as tourism dived…The GCF  approved in August 2020 three new projects for island nations, including strengthening buildings to withstand hurricanes in Antigua and Barbuda, and installing solar power systems on farmland on Fiji’s Ovalau island.

It also gave the green light to payments rewarding reductions in deforestation in Colombia and Indonesia between 2014 and 2016. But more than 80 green groups opposed such funding. They said deforestation had since spiked and countries should not be rewarded for “paper reductions” in carbon emissions calculated from favourable baselines…. [T]he fund should take a hard look at whether the forest emission reductions it is paying for would be permanent.  It should also ensure the funding protects and benefits forest communities and indigenous people…

Other new projects included one for zero-deforestation cocoa production in Ivory Coast, providing rural villages in Senegal and Afghanistan with solar mini-grids, and conserving biodiversity on Indian Ocean islands.  The fund said initiatives like these would create jobs and support a green recovery from the coronavirus crisis.

Excerpts from Climate fund for poor nations vows to drive green COVID recovery, Reuters, Aug. 22, 2020

The End of the Mindless Self-Indulgence: the Gulf States

Algeria needs the price of Brent crude, an international benchmark for oil, to rise to $157 dollars a barrel. Oman needs it to hit $87. No Arab oil producer, save tiny Qatar, can balance its books at the current price, around $40 (summer 2020)….The world’s economies are moving away from fossil fuels. Oversupply and the increasing competitiveness of cleaner energy sources mean that oil may stay cheap for the foreseeable future. 

Arab leaders knew that sky-high oil prices would not last for ever. Four years ago Muhammad bin Salman, the de facto ruler of Saudi Arabia, produced a plan called “Vision 2030” that aimed to wean his economy off oil. Many of his neighbours have their own versions. But “2030 has become 2020…” 

Still, some see an upside to the upheaval in oil-producing states. The countries of the Gulf produce the world’s cheapest oil, so they stand to gain market share if prices remain low. As expats flee, locals could take their jobs…

Remittances from energy-rich states are a lifeline for the entire region. More than 2.5m Egyptians, equal to almost 3% of that country’s population, work in Arab countries that export a lot of oil. Numbers are larger still for other countries: 5% from Lebanon and Jordan, 9% from the Palestinian territories. The money they send back makes up a sizeable chunk of the economies of their homelands. As oil revenue falls, so too will remittances. There will be fewer jobs for foreigners and smaller pay packets for those who do find work. This will upend the social contract in states that have relied on emigration to soak up jobless citizens….With fewer opportunities in the oil-producing states, many graduates may no longer emigrate. But their home countries cannot provide a good life. Doctors in Egypt earn as little as 3,000 pounds ($185) a month, a fraction of what they make in Saudi Arabia or Kuwait. A glut of unemployed graduates is a recipe for social unrest…

For four decades America has followed the “Carter Doctrine”, which held that it would use military force to maintain the free flow of oil through the Persian Gulf. Under President Donald Trump, though, the doctrine has started to fray. When Iranian-made cruise missiles and drones slammed into Saudi oil facilities in September 2019, America barely blinked. The Patriot missile-defence batteries it deployed to the kingdom weeks later have already been withdrawn. Outside the Gulf Mr Trump has been even less engaged, all but ignoring the chaos in Libya, where Russia, Turkey and the UAE (to name but a few) are vying for control.

A Middle East less central to the world’s energy supplies will be a Middle East less important to America. ..As Arab states become poorer, the nature of their relationship with China may change. This is already happening in Iran, where American sanctions have choked off oil revenue. Officials are discussing a long-term investment deal that could see Chinese firms develop everything from ports to telecoms… Falling oil revenue could force this model on Arab states—and perhaps complicate what remains of their relations with America.

Excerpts from The Arab World: Twilight of the Petrostates, Economist, July  18, 2020

A Dream Come True? the Saudi Nuclear Program

Saudi Arabia has constructed with Chinese help a facility for extracting uranium yellowcake from uranium ore, an advance in the oil-rich kingdom’s drive to master nuclear technology…Even though Riyadh is still far from that point, the facility’s exposure appears certain to draw concern in the U.S. Congress, where a bipartisan group of lawmakers has expressed alarm aboutabout Saudi Crown Prince Mohammed bin Salman’s 2018 vow that “if Iran developed a nuclear bomb, we will follow suit as soon as possible.” ….Saudi Arabia has no known nuclear-weapons program, operating nuclear reactors or capacity to enrich uranium. But it says it wants to acquire nuclear plants that Saudi authorities say will generate power and reduce its reliance on oil, its principal export…

“Yellowcake” is a milled form of uranium ore which occurs naturally in Saudi Arabia and neighboring countries such as Jordan. It is produced by chemically processing uranium ore into a fine powder. It takes multiple additional steps and technology to process and enrich uranium sufficiently for it to power a civil nuclear energy plant. At very high enrichment levels, uranium can fuel a nuclear weapon…Olli Heinonen said that…yellowcake facility alone wouldn’t mark a significant advance unless the yellowcake is converted into a compound known as uranium hexafluoride and then enriched. But Mr. Heinonen said of the Saudis, “Where is the transparency? If you claim your program is peaceful, why not show what you have?”

One Western official said the facility is located in a remote desert location in the general vicinity of al Ula, a small city in northwest Saudi Arabia. Two officials said it was constructed with the help of two Chinese entities. While the identities of these entities couldn’t be learned, the China National Nuclear Corp. signed a memorandum of understanding with Saudi Arabia in 2017 to help explore its uranium deposits. A second agreement was signed with China Nuclear Engineering Group Corp. That followed a 2012 pact announced between Riyadh and Beijing to cooperate on peaceful uses of nuclear energy.

Riyadh has expressed a desire to master all aspects of the nuclear fuel cycle. It is constructing with Argentina’s state-owned nuclear technology company a small research reactor outside of Riyadh. In recent years, the Saudis have significantly expanded their nuclear workforce, experts say, through academic nuclear engineering programs and growing research centers. In addition to its agreement with Argentina, the Saudis are collaborating with South Korea in refining the design of a small commercial reactor to be built in Saudi Arabia, and that could also be marketed to other nations in the Middle East and Southeast Asia. It also has public cooperation agreements with Jordan on uranium mining and production.

Excerpts from  Warren P. Strobel et al., Saudi Arabia, With China’s Help, Expands Its Nuclear Program, WSJ, Aug. 4, 2020

Radioactive Water Dumping and Human Rights

In the aftermath of the Fukushima Daiichi nuclear disaster, [UN Special Rapporteurs  have] consistently raised concerns about the approaches taken by the government of Japan. UN Special Rapporteurs have been concerned that raising of “acceptable limits” of radiation exposure to urge resettlement violated the government’s human rights obligations to children.

UN Special Rapporteurs have been concerned of the possible exploitation of migrants and the poor for radioactive decontamination work. Their most recent concern is how the government used the COVID-19 crisis to dramatically accelerate its timeline for deciding whether to dump radioactive wastewater accumulating at Fukushima Daiichi in the ocean

The communities of Fukushima, so devastated by the tragic events of March 11, 2011, have expressed their concerns and opposition to the discharge of the contaminated water into their environment. It is their human right to an environment that allows for living a life in dignity, to enjoy their culture, and to not be exposed deliberately to additional radioactive contamination. Those rights should be fully respected and not be disregarded by the government in Tokyo. The discharge of nuclear waste to the ocean could damage Japan’s international relations. Neighboring countries are already concerned about the release of large volumes of radioactive tritium and other contaminants in the wastewater.

Japan has a duty under international law to prevent transboundary environmental harm. More specifically, under the London Convention, Japan has an obligation to take precaution with the respect to the dumping of waste in the ocean.

Indigenous peoples have an internationally recognized right to free, prior and informed consent. This includes the disposal of waste in their waters and actions that may contaminate their food. No matter how small the Japanese government believes this contamination will be of their water and food, there is an unquestionable obligation to consult with potentially affected indigenous peoples that it has not met…The disaster of 2011 cannot be undone. However, Japan still has an opportunity to minimize the damage…There are grave risks to the livelihoods of fishermen in Japan and also to its international reputation. Again, I urge the Japanese government to think twice about its legacy: as a true champion of human rights and the environment, or not.

Excerpts from, Baskut Tuncak [UN Rapporteur], Fukushima nuclear waste decision also a human rights issue, Kyodo News, July 8, 2020

Water Conflicts: Who Owns the Nile River

The Grand Ethiopian Renaissance Dam is a giant edifice that would span the Blue Nile, the main tributary of the Nile river.  Half a century in the making, the hydro-electric dam is Africa’s largest, with a reservoir able to hold 74bn cubic metres of water, more than the volume of the entire Blue Nile. Once filled it should produce 6,000 megawatts of electricity, double Ethiopia’s current power supply. Millions of people could be connected to the grid for the first time. More than an engineering project, it is a source of national pride.

For Egypt, however, it seems a source of national danger. Over 90% of the country’s 100m people live along the Nile or in its vast delta. The river, long seen as an Egyptian birthright, supplies most of their water. They fear the dam will choke it off. Pro-regime pundits, not known for their subtlety, have urged the army to blow it up….Ethiopia wants to start filling the reservoir during this summer’s rainy season. On June 26th, 2020 after another round of talks, Egypt, Ethiopia and Sudan pledged to reach a deal within two weeks. Ethiopia agreed not to start filling the dam during that period.

Diplomats say most of the issues are resolved. But the outstanding one is big: how to handle a drought. Egypt wants Ethiopia to promise to release certain amounts of water to top up the Nile. But Ethiopia is loth to “owe” water to downstream countries or to drain the reservoir so much that electric output suffers. It wants a broader deal between all riparian states, including those on the White Nile, which flows out of Lake Victoria down through Uganda and Sudan.

Even if talks fail and Ethiopia starts filling without a deal, Egyptians will not find their taps dry. There is enough water in the reservoir behind Egypt’s Aswan High Dam to make up for any shortfall this year. But the mood in both countries is toxic. Egyptians have cast Ethiopia as a thief bent on drying up their country. In Ethiopia, meanwhile, Egypt is portrayed as a neocolonial power trampling on national sovereignty. The outcome of the talks will have political consequences in both countries, and perhaps push them to the brink of conflict—at a time when Egypt is already contemplating involvement in a war in Libya.

Ethiopia’s grand dam became a reality and a national obsession under Meles Zenawi, the longtime prime minister who ruled until 2012. His political masterstroke was asking Ethiopians to finance it through donations and the purchase of low-denomination bonds…. Most contributed voluntarily, but there was always an element of coercion. Civil servants had to donate a month’s salary at the start. Local banks and other businesses were expected to buy bonds worth millions of birr. ….

Excerpts from The Grand Ethiopian Renaissance Dam: Showdown on the Nile, Economist, July 4, 2020

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An Impossible Made Possible: the Green Energy Revolution

Since the cost of renewable energy can now be competitive with fossil fuels. Government, corporate and consumer interests finally seem to be aligning.  The stock market has noticed. After years of underperformance, indexes that track clean-energy stocks bottomed out in late 2018. The S&P Global Clean Energy index, which covers 30 big utilities and green-technology stocks, is now up 37% over two years, including dividends, compared with 18% for the S&P 500.

This year’s Covid crisis will delay some renewable projects, but could speed up the energy transition in other ways. Alternative-energy spending has held up much better than spending on oil and gas. Globally, clean-energy investment is now expected to account for half of total investment in the entire energy sector this year, according to UBS.  Moreover, the crisis has pushed governments to spend money, including on renewable technologies. The massive stimulus plan announced by the European Union last month is decidedly green. The German government increased electric-car subsidies as part of its pandemic-related stimulus package rather than rolling out a 2009-style “cash-for-clunkers” program. China’s plans include clean-energy incentives, too.

Solar and wind are now mature technologies that provide predictable long-term returns. Big lithium-ion batteries, such as those that power Teslas, are industrializing rapidly. More speculatively, hydrogen is a promising green fuel for hard-to-decarbonize sectors such as long-haul transport, aviation, steel and cement.  Many big companies—the likes of Royal Dutch Shell, Air Liquide and Toyota —have green initiatives worth many hundreds of millions of dollars. They are, however, a relatively small part of these large businesses, some of whose other assets may be rendered obsolete by the energy transition… Early-stage electric-truck maker Nikola jumped on its market debut this month to a valuation at one point exceeding that of Ford.

Investors might be better off looking at the established specialists in between. Vestas is the world’s leading manufacturer of wind turbines. Orsted, another Danish company, has made the transition from oil-and-gas producer to wind-energy supplier and aspires to be the first green-energy supermajor. More speculatively, Canadian company Ballard has three decades of experience making hydrogen fuel cells.

Rochelle Toplensky, Green Energy Is Finally Going Mainstream, WSJ, June 24, 2020

No Clean-Up, No Justice: Ogoniland, Nigeria

The UN Environment Programme in 2011 proposed the creation of a $1 billion fund to repair the damage done by decades of crude spills in the Ogoniland area in southeastern Nigeria. However, progress has been poor and the little work that has been done is sub-standard, advocacy groups including Amnesty International reported in June 2020.  “Research reveals that there is still no clean-up, no fulfillment of ‘emergency’ measures, no transparency and no accountability for the failed efforts, neither by the oil companies nor by the Nigerian government,” the groups said.

Shell’s Nigerian unit pumped oil in Ogoniland until 1993, when the company withdrew amid increasing protests against its presence. Even though the Hague-based company no longer produces crude in the area, a joint venture operated by Shell Petroleum Development Company, or SPDC, still owns pipelines that crisscross the region.

A government agency responsible for overseeing the clean-up, the Hydrocarbon Pollution Remediation Project, known as Hyprep, was finally set up in 2017 after several false starts, but it’s failing to deliver. …“Hyprep is not designed, nor structured, to implement a project as complex and sizable as the Ogoniland clean-up,” the report cites UNEP as saying in 2019

Excerpt from Clean Up Oil in Nigerial Lacks Progress, Bloomberg, June 18,, 2020

Oil Spills of Sudan, Humanity for Africa, and East African Court of Justice

The East African Court of Justice delivered in June 2020 a temporary injunction order to the country’s Minister for Justice, the Greater Pioneer Operating Company (GPOC), and the Dar Petroleum Operating Company. The Court approved the application by Hope for Humanity Africa (H4HA), a non-governmental organization (NGO), which sought to highlight the environmental damage caused by oil spills… The NGO contends that: “Over 47,249 of the local population in Upper Nile State and 60,000 in Unity State are at risk of being exposed to the oil pollution this is because the local population depends on the wild foods for survival, the contaminated swamps, streams and rivers waters for cooking, drinking, washing, bathing and fishing.”…

The H4HA is looking for an injunction to stop multiple companies from exporting oil from the region, including CNPC of China, Petronas of Malaysia, and Oil & Natural Gas Corp. of India (ONGC) 

Excerpts South Sudan Suspended by African Union, Barred From Exporting Oil by East African Court, https://www.youngbhartiya.com, June 24, 2020

Leave No Oil Under-Ground: OPEC against US Frackers

In 2014-16, the OPEC waged a failed price war to wipe out American frackers. Since then the cartel and its partners, led by Russia, have propped up oil prices enough to sustain shale, but not enough to support many members’ domestic budgets. In March 2020 Saudi Arabia urged Russia to slash output; Russia refused, loth to let Americans free-ride on OPEC-supported prices. The ensuing price war was spectacularly ill-timed, as it coincided with the biggest drop in oil demand on record.  The desire to chasten American frackers remains, though. OPEC controls about 70% of the world’s oil reserves, more than its 40% market share would suggest… If the world’s appetite for oil shrinks due to changing habits, cleaner technology or greener regulations, countries with vast reserves risk having to leave oil below ground. 

Excerpts from Crude Oil: After the Fall, Economist, June, 13, 2020

Praying for Renewable Energy

In the wake of the Fukushima nuclear disaster in 2011, Fukushima prefecture itself pledged to get all its power from renewable sources by 2040.  The hoped-for transformation, however, has been “slow and almost invisible.”…Renewable generation has grown from 10% of the power supply in 2010 to 17% in 2018, almost half of which comes from old hydropower schemes. Most nuclear plants, which provided more than a quarter of the country’s power before the 2011 disaster, have been shut down… But for the most part they have been replaced not by wind turbines and solar panels but by power stations that burn coal and natural gas. The current government wants nuclear plants to provide at least 20% of electricity by 2030. It also wants coal’s share of generation to grow, and has approved plans to build 22 new coal-fired plants over the next five years. The target for renewables, by contrast, is 22-24%, below the current global average, and far lower than in many European countries.

Geography and geology provide part of the answer. Japan is densely populated and mountainous. That makes solar and onshore wind farms costlier to build than in places with lots of flat, empty land. The sea floor drops away more steeply off Japan’s coasts than it does in places where offshore wind has boomed, such as the North Sea. And although geothermal power holds promise, the most suitable sites tend to be in national parks or near privately owned hot springs.

Government policies also help stifle the growth of renewable energy. Since the end of the second world war, privately owned, vertically integrated regional utilities have dominated the electricity market. These ten behemoths provide stable power within their regions, but do little to co-ordinate supply and demand across their borders…The limited transmission between regions makes it even harder than usual to cope with intermittent generation from wind turbines and solar panels. It also reduces competition, which suits the incumbent utilities just fine…Recent reforms have attempted to promote renewables both directly and indirectly…The “feed-in tariff”, obliging utilities to pay a generous fixed price for certain forms of renewable energy—a policy that has prompted investors to pile into solar and wind in other countries. In 2016, the government fully liberalised the retail electricity market. It has also set up new regulatory bodies to promote transmission between regions and to police energy markets. In April 2020 a law came into force that requires utilities to run their generation, transmission and distribution units as separate businesses. These reforms constitute a policy of “radical incrementalism”.

Critics say the steps have been too incremental and not radical enough. Utilities continue to make it time-consuming and costly for new entrants to get access to the grid, imposing rules that are “not fair for newcomers”, according to Takahashi Hiroshi of Tsuru University. Existing power plants are favoured over new facilities, and the share of renewables is limited, on the ground that their intermittency threatens the grid’s stability.

But even if the government is timid, investors can still make a difference…. Several of Japan’s big multinationals have pledged to switch to clean power on a scale and schedule that put the government’s targets to shame. Environmental activism has made banks and businesses wary of investments in coal. Even big utilities have come to see business opportunities in renewables, especially in the government’s imminent auction of sites for offshore wind plants. Two of them, Tohoku Electric Power and Tokyo Electric Power (TEPCO), have announced plans this year to issue “green bonds” to finance renewables projects. In March 2020, TEPCO established a joint venture with Orsted, a Danish oil firm that has become a pioneer in offshore wind. 

Exceprts from Renewable Energy in Japan: No Mill Will, Economist, June 13, 2020

The Big Trash Burners: Does it Make Sense to Incinerate Waste?

Global waste is expected to hit 3.4 billion tons by 2050 from 2.01 billion tons in 2016, according to the World Bank. As recycling programs encounter challenges and landfills in the U.S. and Europe reach capacity or face regulations making them more expensive, incinerators are becoming the most viable option for many municipalities to deal with much of their garbage. England now burns more municipal waste than it recycles or landfills. China—already the world’s biggest trash burner—is building more incinerators. And incineration companies say, for the first time in years, expansion projects are on the table in the U.S., although the industry faces significant legal and community challenges. Overall, incinerator-plant capacity is forecast to rise 43% globally between 2018 and 2028, according to Ecoprog, a consulting firm…..

Another growth driver is a European Union target for member states to cap the amount of municipal trash they send to landfill at 10% by 2030. Local communities and environmental groups have launched strong opposition to expansion of incineration plans, citing environmental and public-health concerns. Incinerator plants are also called waste-to-energy plants since the heat from burning trash is used to generate electricity, and many governments classify that electricity as renewable energy, a characterization opponents dispute…..But advocates for clean energy…say that while some energy is recovered by burning, recycling or composting garbage would save far greater amounts of energy.

Critics also say cities that own their incinerator plants have little incentive to pursue waste-reduction efforts because the plants are designed to run at full capacity. “Many countries are over-investing in incineration to cut down on landfilling, which will eventually lock them into burning,” said Janek Vähk, development and policy coordinator for Zero Waste Europe.

Excerpts from Saabira Chaudhuri, Trash Burning Ignites as World’s Waste Swells, WSJ, June 10, 2020

Japan’s Nuclear Bombs

On May 13, Japan’s Nuclear Regulation Authority announced that the nuclear fuel reprocessing plant in Rokkasho, Aomori Prefecture, had met new safety standards created after the March 11, 2011, earthquake and tsunami….The Rokkasho plant is a 3.8 million square meter facility designed to reprocess spent nuclear fuel from the nation’s nuclear reactors.  Construction began in 1993. Once in operation, the plant’s maximum daily reprocessing capacity will be a cumulative total of 800 tons per year.  During reprocessing, uranium and plutonium are extracted, and the Rokkasho plant is expected to generate up to eight tons of plutonium annually.

Both are then turned into a mixed uranium-plutonium oxide (MOX) fuel at a separate MOX fabrication plant, also located in Rokkasho, for use in commercial reactors. Construction on the MOX facility began in 2010 and it’s expected to be completed in 2022.  Japan had originally envisioned MOX fuel powering between 16 and 18 of the nation’s 54 commercial reactors that were operating before 2011, in place of conventional uranium.  But only four reactors are using it out of the current total of nine officially in operation. MOX fuel is more expensive than conventional uranium fuel, raising questions about how much reprocessed fuel the facilities would need, or want.

The Rokkasho reprocessing plant can store up to 3,000 tons of spent nuclear fuel from the nation’s power plants on-site. It’s nearly full however, with over 2,900 tons of high-level waste already waiting to be reprocessed.

Why has it taken until now for the Rokkasho plant to secure approval from the nuclear watchdog?   Decades of technical problems and the new safety standards for nuclear power that went into effect after the 2011 triple meltdown at the power plant in Fukushima Prefecture have delayed Rokkasho’s completion date 24 times so far. It took six years for the plant to win approval under the post-3/11 safety standards…By the time of the NRA announcement on May 13, 2020, the price tag for work at the Rokkasho plant had reached nearly ¥14 trillion.

Japan is the only non-nuclear weapons state pursuing reprocessing. But as far back as the 1970s, as Japan was debating a nuclear reprocessing program, the United States became concerned about a plant producing plutonium that could be used for a nuclear weapons program.  The issue was raised at a Feb. 1, 1977, meeting between U.S. Vice President Walter Mondale and Prime Minister Takeo Fukuda.  “Reprocessing facilities which could produce weapons grade material are simply bomb factories,” noted a declassified U.S. State Department cable on the meeting. “We want to cooperate (with Japan) to keep the problem under control.”

The U.S. oppose the Rokkasho plant’s construction in 1993, following an agreement in 1988 between the two countries on nuclear cooperation. ..The U.S.-Japan nuclear agreement meant the U.S. would give advance consent for Japan to send spent nuclear fuel to the United Kingdom and France — states with nuclear weapons — for reprocessing until Rokkasho was running at full-scale.

Currently, Japan has nearly 45 tons of plutonium stockpiled, including 9 tons held by domestic utilities. Another 21.2 tons is in the United Kingdom and France is holding 15.5 tons under overseas reprocessing contracts.

Thus, Japan finds itself caught between promises to the international community to reduce its plutonium stockpile through reprocessing at Rokkasho, and questions about whether MOX is still an economically, and politically, viable resource — given the expenses involved and the availability of other fossil fuel and renewable energy resources.

Excerpts from Aomori’s Rokkasho nuclear plant gets green light but hurdles remain, Japan Times, May 31, 2020

Builiding a Nuclear War Chest: the US Uranium Reserve

The US electricity production from nuclear plants hit at an all-time high in 2019… generating more than 809 billion kilowatt-hours of electricity, which is enough to power more than 66 million homes.  Yet, despite operating the largest fleet of reactors in the world at the highest level in the industry, US ability to produce domestic nuclear fuel is on the verge of a collapse.  

Uranium miners are eager for work, the United States’s only uranium conversion plant is idle due to poor market conditions, and its inability to compete with foreign state-owned enterprises (most notably from China and Russia) is not only threatening US energy security but weakening the ability to influence the peaceful uses of nuclear around the world. Restoring America’s Competitive Nuclear Energy Advantage was recently released by the U.S. Department of Energy (DOE) to preserve and grow the entire U.S. nuclear enterprise…. The first immediate step in this plan calls for DOE to establish a uranium reserve.   Under the Uranium Reserve program, the DOE Office of Nuclear Energy (NE) would buy uranium directly from domestic mines and contract for uranium conversion services. The new stockpile is expected to support the operation of at least two US uranium mines, reestablish active conversion capabilities, and ensure a backup supply of uranium for nuclear power operators in the event of a market disruption [such as that caused the COVID-19 pandemic]. 

NE will initiate a competitive procurement process for establishing the Uranium Reserve program within 2021.  Uranium production in the United States has been on a steady decline since the early 1980s as U.S. nuclear power plant operators replaced domestic uranium production with less expensive imports. State-owned foreign competitors, operating in different economic and regulatory environments, have also undercut prices, making it virtually impossible for U.S. producers to compete on a level-playing field.  As a result, 90% of the uranium fuel used today in U.S. reactors is produced by foreign countries.

Establishing the Uranium Reserve program is exactly what United States needs at this crucial time to de-risk its nuclear fuel supply. It will create jobs that support the U.S. economy and strengthen domestic mining and conversion services….The next 5-7 years will be a whirlwind of nuclear innovation as new fuels and reactors will be deployed across the United States.

Excerpts  from USA plans revival of uranium sector, World Nuclear News, May 12, 2020.  See also Building a Uranium Reserve: The First Step in Preserving the U.S. Nuclear Fuel Cycle, US Office of Nuclear Energy, May 11, 2020.

Will Saudi Arabia Own the United States?

In the coronavirus pandemic’s financial fallout, Saudi Arabia’s $300 billion sovereign-wealth fund has emerged as one of the world’s biggest bargain hunters, taking minority stakes worth billions of dollars in American corporations.  Saudi Arabia’s Public Investment Fund  (PIF)  in the first quarter of 2020 bought shares valued at about half a billion dollars each in Facebook, Walt Disney,  Marriott International,  and Cisco Systems.  The fund bought financial stocks, investing $522 million in Citigroup, and $488 million in Bank of America while also spending $714 million on a stake in Boeing…Crown Prince Mohammed bin Salman, the kingdom’s day-to-day ruler, tasked the sovereign-wealth fund in 2015 with diversifying the country’s economy away from oil by investing in companies and industries untethered to hydrocarbons.

PIF’s recent buying spree highlights a bold strategy of piling into global stocks even as the novel coronavirus and a crash in oil prices mean that Saudi Arabia’s financial position is now the most precarious in a decade. The Saudi government in May 2020 tripled its value-added tax rate and cut subsidies to state employees as it contends with lower oil revenue and an economy weakening under coronavirus lockdown.

Many of the stocks that PIF has targeted are trading at historic lows, bruised by the fallout from the coronavirus and rock-bottom oil prices that have battered stocks of energy companies in 2020. Teh PIF bought in 2020 undisclosed stakes in a bevy of energy companies, including Equinor (Norway), Royal Dutch Shell, Total (France) and Eni (France). The PIF invested $484 million in Shell, $222 million in Total and previously unreported stakes of $828 million in BP $481 million in Suncor Energy and $408 million in Canadian Natural Resources.

It also purchased shares valued at roughly $80 million each in: Warren Buffett’s Berkshire Hathaway; chipmakers Broadcom and Qualcom ; IBM; drugmaker Pfizer;  Starbucks; railroad company Union Pacific; outsourcer Automatic Data Processing; and Booking.com….On top of the stakes in public companies, PIF is also awaiting regulatory approval for a roughly £300 million ($363 million) buyout of U.K. Premier League soccer team Newcastle United.

Excerpts from Rory Jones and Summer Said, Saudi Sovereign-Wealth Fund Buys Stakes in Facebook, Boeing, Cisco Systems, WSJ, May 18, 2020

Nuclear Operators: Who Helps India and Pakistian with their Atomic Bombs

Using open-source data, the nonprofit Centre For Advance Defense Studies (C4ADS) report published in April 2020 provides one of the most comprehensive overviews of networks supplying the rivals, in a region regarded as one of the world’s most dangerous nuclear flashpoints.

To identify companies involved, C4ADS analysed more than 125 million records of public trade and tender data and documents, and then checked them against already-identified entities listed by export control authorities in the United States and Japan. Pakistan, which is subject to strict international export controls on its programme, has 113 suspected foreign suppliers listed by the United States and Japan. But the C4ADS report found an additional 46, many in shipment hubs like Hong Kong, Singapore and the United Arab Emirates. The father of Pakistan’s atomic bomb, AQ Khan, admitted in 2004 to selling nuclear technology to North Korea, Iran and Libya. He was pardoned a day later by Pakistani authorities, which have refused requests from international investigators to question him.

India has a waiver that allows it to buy nuclear technology from international markets. The Indian government allows inspections of some nuclear facilities by the International Atomic Energy Agency, but not all of them. C4ADS identified 222 companies that did business with the nuclear facilities in India that had no IAEA oversight. Of these, 86 companies did business with more than one such nuclear facility in India.

Both countries are estimated to have around 150 useable nuclear warheads apiece, according to the Federation of American Scientists, a nonprofit group tracking stockpiles of nuclear weapons.

Excerpts from Alasdair Pal, Exclusive: India, Pakistan nuclear procurement networks larger than thought, study shows, Reuters, Apr. 30, 2020

Wasted Energy: Methane Leakage in Permian Basin


The methane over the Permian Basin emitted by oil companies’ gas venting and flaring is double previous estimates, and represents a leakage rate about 60% higher than the national average from oil and gas fields, according to the research, which was publishe in the journal Science Advances. Methane is the primary component of natural gas. It also is a powerful driver of climate change that is 34 times more potent than carbon dioxide at warming the atmosphere over the span of a century. Eliminating methane pollution is essential to preventing the globe from warming more than 2 degrees Celsius (3.6 degrees Fahrenheit)—the primary target of the Paris climate accord, scientists say.

The researchers used satellite data gathered in 2018 and 2019 to measure and model methane escaping from gas fields in the Permian Basin, which stretches across public and private land in west Texas and southeastern New Mexico. The leaking and flaring of methane had a market value of nearly $250 million in April 2020.

Methane pollution is common in shale oil and gas fields such as those in the Permian Basin because energy companies vent and burn off excess natural gas when there are insufficient pipelines and processing equipment to bring the gas to market. About 30% of U.S. oil production occurs in the Permian Basin, and high levels of methane pollution have been recorded there in the past. Industry groups such as the Texas Methane and Flaring Coalition have criticized previous methane emission research. The coalition has repeatedly said (Environmental Defense Fund) EDF’s earlier Permian pollution data were exaggerated and flawed.

The Texas Railroad Commission, which regulates the oil and gas industry in Texas, allows companies to flare and vent their excess gas. The commission didn’t respond to a request for comment.

The use of satellites to measure methane is a different approach than the methods used by federal agencies, including the EPA, which base their estimates on expected leakage rates at oil and gas production equipment on the ground. A “top-down” approach to measuring methane using aircraft or satellite data almost always reveals higher levels of methane emissions than the EPA’s “bottom-up” approach.

Excerpts from Permian Oil Fields Leak Enough Methane for 7 Million Homes, Bloomberg Law, Apr. 22, 2020,

Craving Nuclear Energy: Emerging Nations

According to World Nuclear Assocation as of March 2020, about 30 countries are considering, planning or starting nuclear power programmes, and a further 20 or so countries have at some point expressed an interest.

In Europe: Albania, Serbia, Croatia, Portugal, Norway, Poland, Belarus, Estonia, Latvia, Lithuania, Ireland, Turkey.
In the Middle East and North Africa: Gulf states including UAE, Saudi Arabia, Qatar and Kuwait; Yemen, Israel, Syria, Jordan, Egypt, Tunisia, Libya, Algeria, Morocco, Sudan.
In west, central and southern Africa: Nigeria, Ghana, Senegal, Kenya, Uganda, Tanzania, Zambia, Namibia, Rwanda, Ethiopia.
In Central and South America: Cuba, Chile, Ecuador, Venezuela, Bolivia, Peru, Paraguay.
In central and southern Asia: Azerbaijan, Georgia, Kazakhstan, Mongolia, Bangladesh, Sri Lanka, Uzbekistan.
In SE Asia and Oceania: Indonesia, Philippines, Vietnam, Thailand, Laos, Cambodia, Malaysia, Singapore, Myanmar, Australia.

The Connection between Nuclear Energy and Nuclear Weapons

State-owned nuclear companies in Russia and China have taken the lead in offering nuclear power plants to emerging countries includingfinance and fuel services.

Excerpts from Emerging Nuclear Energy Countries, Press Release, World Nuclear Association, Mar. 20, 2020

Hunting Down Polluters from Space

When scanning for emissions from a mud volcano in western Turkmenistan in January 2019, a satellite called Claire came across a large plume of methane drifting across the landscape. … The company operating the satellite, GHGSAT passed details via diplomats to officials in Turkmenistan, and after a few months the leaks stopped. This largely unknown incident illustrates two things: that satellites can play an important role in spotting leaks of greenhouse gases and, rather worryingly, that the extent of such leaks is often greatly underestimated. The data from Claire suggested the leak in Turkmenistan had been a big one…142,000 tonnes of methane. This made the Turkmenistani leak far bigger than the 97,000 tonnes of methane discharged over four months by a notorious blowout at a natural-gas storage facility in Aliso Canyon, California, in 2015, which is reckoned to have been the worst natural-gas leak yet recorded in America. There have been other big leaks, too…

The reason for concern is that although methane, the main constituent of natural gas, does not linger in the atmosphere for anywhere near as long as carbon dioxide does, it is a far more potent heat-trapping agent. About a quarter of man-made global warming is thought to be caused by methane. And between a fifth and a third of the methane involved is contributed by the oil and gas industry. Methane can be detected spectroscopically. Like other gases, it absorbs light at characteristic frequencies. With a spectrometer mounted on a satellite it is possible to analyse light reflected from Earth for signs of the gas. As with the satellites that carry them, spectrometers come in many shapes and sizes. Tropomi can also detect the spectral signs of other polluting gases, such as nitrogen dioxide, sulphur dioxide and carbon monoxide.

Other methane-hunting satellites are coming. These include one due for launch in 2022 by Methanesat, an affiliate of the Environmental Defence Fund, an American non-profit organisation. The 350kg satellite will cost $88m to build and put into orbit. It will scan an area of land 200km wide with a resolution of 1km by 1km. According to Methanesat, it will be the most sensitive to emission levels yet, being able to detect methane concentrations as low as two parts-per-billion. Data collected by the satellite will be publicly available.

Excerpts from The Methane Hunters, Economist, Feb. 1 2020

Sewers: Turning Wastewater into a Valuable Resource

The world’s growing flows of wastewater offer a largely untapped, potentially lucrative source of energy, agricultural fertilizers, and water for irrigation. The opportunities will increase as the annual volume of wastewater—now 380 billion cubic meters—expands by an estimated 51% by 2050, as populations and incomes multiply, says a team led by researchers at United Nations University’s Institute for Water, Environment, and Health. About 13% of global demand for fertilizer could be met by recovering nitrogen, phosphorus, and potash from wastewater; such use provides a bonus, diverting nutrients from waterways, where they can create harmful eutrophication. Sewage also offers an alternative energy source…..

Reaping Resources from Sewers, Science, Feb. 7, 2020

Human and Environmental Costs of Low-Carbon Technologies

Substantial amounts of raw materials will be required to build new low-carbon energy devices and infrastructure.  Such materials include cobalt, copper, lithium, cadmium, and rare earth elements (REEs)—needed for technologies such as solar photovoltaics, batteries, electric vehicle (EV) motors, wind turbines, fuel cells, and nuclear reactors…  A majority of the world’s cobalt is mined in the Democratic Republic of Congo (DRC), a country struggling to recover from years of armed conflict…Owing to a lack of preventative strategies and measures such as drilling with water and proper exhaust ventilation, many cobalt miners have extremely high levels of toxic metals in their body and are at risk of developing respiratory illness, heart disease, or cancer.

In addition, mining frequently results in severe environmental impacts and community dislocation. Moreover, metal production itself is energy intensive and difficult to decarbonize. Mining for copper,and mining for lithium has been criticized in Chile for depleting local groundwater resources across the Atacama Desert, destroying fragile ecosystems, and converting meadows and lagoons into salt flats. The extraction, crushing, refining, and processing of cadmium can pose risks such as groundwater or food contamination or worker exposure to hazardous chemicals. REE extraction in China has resulted  threatens rural groundwater aquifers as well as rivers and streams.

Although large-scale mining is often economically efficient, it has limited employment potential, only set to worsen with the recent arrival of fully automated mines. Even where there is relative political stability and stricter regulatory regimes in place, there can still be serious environmental failures, as exemplified by the recent global rise in dam failures at settling ponds for mine tailings. The level of distrust of extractive industries has even led to countrywide moratoria on all new mining projects, such as in El Salvador and the Philippines.

Traditional labor-intensive mechanisms of mining that involve less mechanization are called artisanal and small-scale mining (ASM). Although ASM is not immune from poor governance or environmental harm, it provides livelihood potential for at least 40 million people worldwide…. It is also usually more strongly embedded in local and national economies than foreign-owned, large-scale mining, with a greater level of value retained and distributed within the country. Diversifying mineral supply chains to allow for greater coexistence of small- and large-scale operations is needed. Yet, efforts to incorporate artisanal miners into the formal economy have often resulted in a scarcity of permits awarded, exorbitant costs for miners to legalize their operations, and extremely lengthy and bureaucratic processes for registration….There needs to be a focus on policies that recognize ASM’s livelihood potential in areas of extreme poverty. The recent decision of the London Metals Exchange to have a policy of “nondiscrimination” toward ASM is a positive sign in this regard.

A great deal of attention has focused on fostering transparency and accountability of mineral mining by means of voluntary traceability or even “ethical minerals” schemes. International groups, including Amnesty International, the United Nations, and the Organisation for Economic Co-operation and Development, have all called on mining companies to ensure that supply chains are not sourced from mines that involve illegal labor and/or child labor.

Traceability schemes, however, may be impossible to fully enforce in practice and could, in the extreme, merely become an exercise in public relations rather than improved governance and outcomes for miners…. Paramount among these is an acknowledgment that traceability schemes offer a largely technical solution to profoundly political problems and that these political issues cannot be circumvented or ignored if meaningful solutions for workers are to be found. Traceability schemes ultimately will have value if the market and consumers trust their authenticity and there are few potential opportunities for leakage in the system…

Extended producer responsibility (EPR) is a framework that stipulates that producers are responsible for the entire lifespan of a product, including at the end of its usefulness. EPR would, in particular, shift responsibility for collecting the valuable resource streams and materials inside used electronics from users or waste managers to the companies that produce the devices. EPR holds producers responsible for their products at the end of their useful life and encourages durability, extended product lifetimes, and designs that are easy to reuse, repair, or recover materials from. A successful EPR program known as PV Cycle has been in place in Europe for photovoltaics for about a decade and has helped drive a new market in used photovoltaics that has seen 30,000 metric tons of material recycled.

Benjamin K. Sovacool et al., Sustainable minerals and metals for a low-carbon future, Science, Jan. 3, 2020

Saving the Fisheries of Barents Sea from Nuclear Waste: the Andreeva Bay Case

A shipment of 14 containers with spent nuclear fuel from Andreeva Bay to Atomflot in Murmansk, Russia took place in December 2019 but it was paid by Norway.  Unloading the 40-years old spent uranium fuel elements from the rundown storage tanks and repacking them to transport containers came with a price-tag of 5 million kroner (€500 000), while the shipment from Andreeva Bay to Murmansk will cost additional 2,5 million kroner (€250 000).

The December 2019 shipment was the fourth that year, but the first one paid by Norway.  In Andreeva Bay, only 65 kilometers from the border to Norway, the Soviet navy packed away its lethal leftovers. Without too much thought for the costs of future clean up.  In Norway, like in Russia, the demand for action came out of fears for possible radioactive leakages that could have potentially negative impact on the important fisheries in the Barents Sea.  So far, isotopes contamination has only been discovered in the sediments in the near proximity off the shore and not further out in the bay.

Concerns of nuclear accidents and radioactive leakages are also why Norwegian authorities have granted hundres of millions kroner in aid to secure and clean up the site.  After 25 years of cooperation to improve the situation in Andreeva Bay, the Norwegian experts argue that direct financing of practical work is the best way to gain an insight into how Russia deals with the clean up.

By the end of Soviet times, in the late 1980s, a total of 22,000 spent nuclear fuel elements, equal to about 100 reactor cores from submarines, had accumulated at the run-down storage facilities. In addition came thousands of cubic meters of solid radioactive waste stored outdoor in rusty containers and hundreds of cubic meters of liquid radioactive waste in tanks.

The two first decades of international cooperation concentrated on improving the infrastructure. Buildings were erected to cover three concrete tanks holding the spent nuclear fuel, both to keep out rain and snow, but also to make sure the removal- and repacking work could take place in safe conditions.  The quay by the shore was rebuilt, a new special crane for lifting transport casks where put in place. Even a new on-purpose designed ship was built, paid by Italy.

In 2017, the first load of containers with spent nuclear fuel left Andreeva Bay towards Murmansk, from where it go by rail to Mayak, Russia’s reprocessing plant north of Chelyabinsk east of the Ural Mountains.  So far in 2019, three shipments paid by Russia and one shipment paid by Norway have left Andreeva Bay.  “25% of the original amount of spent nuclear fuel is now removed,” says Per-Einar Fiskebeck…

The remaining waste, tank 3A holds numerous rusty, partly destroyed steel pipes where concrete of poor quality was filled in the space between. Some of those fuel assemblies are stuck in the canisters, while some of the canisters are stuck in the cells.  This is high level nuclear waste with radiation levels close to the uranium fuel comparable to the melted fuel rods inside the ill-fated Chernobyl reactor. 

Another groundbreaking milestone in the clean up work took place earlier this fall when the retrieval of six abandoned, highly radioactive spent nuclear fuel assemblies from the bottom of Building No. 5 were successfully completed.  Building No. 5 is a former pool storage, where several elements fell to the floor following a water-leakages in 1982. Traces of uranium and other radionuclides remained in the sludge at the bottom of the pool.

Thomas Nilsen,Norway helps pay for transporting old Russian navy nuclear waste, Barents Observer, Dec. 20, 2019

Forever Fukushima: Cleaning Up the Huge Mess

By the end of 2019, Japan further delayed the removal of thousands of spent fuel units that remain in cooling pools since the 2011 disaster The government and the plant operator, Tokyo Electric Power Co., are keeping a 30- to 40-year completion target.

More than 4,700 units of fuel rods remain at the three melted reactors and two others that survived the 2011 earthquake and tsunami. They pose a high risk because their storage pools are uncovered and a loss of water in case of another major disaster could cause the fuel rods to melt, releasing massive radiation. Their removal at Units 1 and 2, after repeated delays, is now postponed by up to 10 years from the initial target of 2018, with more preparation needed to reduce radiation and clear debris and other risks.

Fuel rod removal at the Unit 1 reactor pool will begin sometime in 2027-2028, after debris is cleaned up and a huge rooftop cover installed to contain radioactive dust. Fuel removal at Unit 2 pool is to begin in 2024-2026. Work at the Unit 3 reactor pool began in April 2019 and all 566 units will be removed by March 2021. TEPCO has emptied the pool at Unit 4, which was offline and only suffered building damage, and aims to have all remaining rods in reactor pools removed by 2031 for safer storage in dry casks.

TEPCO has been unable to release the 1.2 million tons of treated but still radioactive water kept in nearly 1,000 tanks at the plant, fearing public repercussions and the impact on the area’s struggling fishing and agriculture. The amount of water is growing by 170 tons daily because it is used to cool the melted fuel inside the reactors.

The Ministry of Economy, Trade and Industry recently drafted a proposal to release the water to the sea or the air, or a combination of both. TEPCO says it can only store up to 1.37 million tons, or until the summer of 2022. Time is limited because preparation is needed before any water release. TEPCO and the government say the tanks pose risks if they were to spill their contents in another major earthquake, tsunami or flood…. The water is still somewhat contaminated, but TEPCO says further treatment can remove all but radioactive tritium to levels allowed for release. Experts say tritium is not harmful to humans in small amounts and has been routinely released from nuclear plants around the world.

Removing an estimated 880 tons of molten fuel from Fukushima’s three melted reactors is the toughest and unprecedented challenge. It’s six times the amount dealt with in the aftermath of the 1979 Three Mile Island partial core melt in the United States.  Removal is to begin in 2021 at Unit 2, where robotic probes have made more progress than at Units 1 and 3. A robotic arm was developed to enter the reactor from the side to reach the melted fuel, which has largely fallen to the bottom of the primary containment vessel… The first decade through 2031 is a crucial phase that will affect future progress…

Japan has yet to develop a plan to dispose of the highly radioactive melted fuel and other debris that come out of the reactors. TEPCO will compile a plan for those after the first decade of melted fuel removal. Managing the waste will require new technologies to reduce its volume and toxicity. TEPCO and the government say they plan to build a site to store waste and debris removed from the reactors, but finding one and obtaining public consent will be difficult.

Additionally, there will be an estimated 770,000 tons of solid radioactive waste by 2030, including contaminated debris and soil, sludge from water treatment, scrapped tanks and other waste. They will be sorted, treated and compacted for safe storage under a plan to be compiled by 2028.

The government says Fukushima’s decommissioning cost is estimated at 8 trillion yen ($73 billion), though adding compensation, decontamination of surrounding areas and medium-term storage facilities would bring the total to an estimated 22 trillion yen ($200 billion). The Japan Center for Economic Research, a think tank, estimates that decommissioning alone would cost 51 trillion yen ($470 billion) if the water is not released and tritium removal technology is pursued.

More than 10,000 workers will be needed annually in coming years, about one third assigned to work related to the radioactive water. 

Excerpts from MARI YAMAGUCHI,  Japan revises Fukushima cleanup plan, delays key steps, Associated Press, Dec. 27, 2019

The Eco-Villain of the 2020s: Moving

[E]ven “green” transport risks becoming a villain… Transport has been the only sector in which greenhouse-gas emissions have consistently risen both in the U.S. and in the European Union… Road, aviation, waterborne and rail transportation put together now account for eight metric gigatons of carbon-dioxide equivalents, which is 24% of global greenhouse-gas emissions, according to the International Energy Agency. In the U.S. this figure rises to 34%….To be consistent with the existing Paris Agreement goals, transport emissions need to peak around 2020 and then fall around 70% relative to 2015 levels, estimates by the International Energy Agency show.

In theory, electric and plug-in hybrid vehicles chart a clear path to lower emissions. Even once the costs of making the batteries and generating the electricity that feeds them is taken into account, most estimates suggest that they emit roughly half as much greenhouse gases as a gasoline car. But recent experience proves that consumer tastes can easily sabotage steps toward sustainability: In the U.S., rising demand for pickup trucks has offset any gain from electric vehicles. And faster economic development in emerging nations will inevitably mean higher emissions, even if each vehicle pollutes less.

In China and India, the number of motorized vehicles per person quintupled and tripled, respectively, between 2007 and 2017, according to U.S. Department of Energy data. Catching up with U.S. levels of motorization—which admittedly are very high—both countries would need two billion extra vehicles. Even if 100% of those were electric, they would add more emissions on their own than the total level allowed by the Paris goals.

Greenhouse gases coming from aviation also keep surging despite the fact that planes are becoming increasingly fuel efficient because air traffic growth has surged. Furthermore, while environmental policies have tended to focus on passenger transport, this misses a big chunk of the picture, because almost half of transportation emissions now come from freight.

Adoption of rail, a cleaner alternative, isn’t picking up. Meanwhile ocean freight, which is by far the most efficient form of transport per ton mile, faces a reckoning from new rules that take effect in January 2020 because it relies on the dirtiest fuel to be so economical.

Excerpts from  Jon Sindreu, In the Green Transition, Transportation Is the Next Big Baddie, WSJ, Dec. 23, 2019

Does Fracking Cause Cancer? The Right to Know and the Duty to Protect

An increase in the number of teens and young adults diagnosed with a rare cancer in the southwest corner of Pennsylvania has caused the state to look for a link between fracking and the disease.The investigation was sparked by a spate of Ewing’s sarcoma cases in and around Washington County, which has more Marcellus Shale gas wells than any other county in the state. In April 2019 state Department of Health found that the cases didn’t constitute a statistically significant cancer cluster. But affected families and other residents lobbied the governor for an investigation.

 The region is home to coal mining, oil drilling, chemical plants and a former uranium-processing facility.  Each year, about 250 children in the U.S. are diagnosed with Ewing’s sarcoma, a rare cancer of the bone or surrounding soft tissue, according to the National Institutes of Health.  In four counties in southwest Pennsylvania, 31 people were diagnosed with Ewing’s sarcoma from 2006 through 2017, according to state cancer data. That is a roughly 40% increase from the period from 1995 through 2005, when 22 people in the same area were diagnosed, according to state data. Residents point to two additional cases in 2018. Most troubling to many local residents is that the six cases in Washington County since 2008 occurred in one school district.

Other communities are studying potential health risks of fracking. In October 2019, Colorado regulators said they would tighten regulation of drilling after a state-funded study found that people living within 2,000 feet of oil-and-gas wells could have, in worst-case scenarios, an elevated risk for infrequent, short-term health effects such as nosebleeds and headaches from emissions.

Evelyn Talbott, a professor of epidemiology at the University of Pittsburgh, said Pennsylvania investigators should look at residents’ potential exposures to chemicals and to radiation from natural-gas sites. She said they also should look at the sealed waste site of the defunct uranium-processing plant…Since Pennsylvania’s first Marcellus Shale well was drilled in Washington County in 2003, more than 1,800 wells have been fracked there. Compressor stations, processing plants and pipelines have followed. Some residents worry that pollutants such as benzene from air emissions or radium from wastewater could affect people’s health.

Kris Maher, Cancer Cases Raise Fracking Fears, WSJ, Dec. 21, 2019

See also Shale gas development and cancer incidence in southwest Pennsylvania

How to Pull off an Economic Coup: China in Guinea

The Simandou mine is a large iron mine located in the Simandou mountain range of southern Guinea, Simandou represents one of the largest iron ore reserves in Guinea and in the world, having estimated reserves of 2.4 billion tonnes of ore grading 65% iron meta. Since November 2019, Simandou is owned by a Chinese consortium: SMB, a joint-venture which includes Winning Shipping, a Singaporean maritime firm, UMS, a Guinean-French logistics company, and Shandong Weiqiao, a big Chinese aluminium producer. The entity, in which Guinea’s government holds a 10% stake, will pay $15bn to develop the site, build a new deepwater port and a 650km railway to link the two.

The successful bid is a coup for SMB, which is barely known outside the west African nation. The private joint-venture keeps its finances close to its chest but Bob Adam, an expert on mining in Guinea, reckons that after taxes, royalties and operating costs smb is making about $800m profit a year. “They are now the most significant economic enterprise in Guinea,” he says—and the only one among the world’s biggest bauxite producers with a direct link to China.

A shift into iron ore presents challenges. Building a port and a railway through the country’s malaria-infested forest will take years and could cost much more than the estimated $10bn. Also, the Boké region has been plagued by riots. Many local residents are angered by lack of access to clean water or health care. But China is keen on Simandou’s high-grade iron ore, which emits less pollution when processed.It also wants to lock in supply

Galvanised:  SMB Winning pays $15bn for rights to Guinea’s iron mountain, Economist, Dec. 7, 2019

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A Brand New World: Mapping the Ocean Floor

Mapping of the ocean floor may expand under an order signed by President Donald Trump on in  November, 2019 to create a federal plan to explore U.S. coastal waters. The announcement…comes amid growing international interest in charting the sea floor as unmanned aquatic drones and other new technologies promise to make the work cheaper and faster. The maps, also created by ship-towed sonar arrays, are crucial to understanding basic ocean dynamics, finding biological hot spots, and surveying mineral, oil, and gas deposits.

But much of the ocean floor remains unmapped; an international campaign called Seabed 2030 aims to map all of it in detail by 2030. Such maps cover just 40% of the 11.6 million square kilometers in the U.S. exclusive economic zone, which extends 320 kilometers from the coasts of all U.S. states and territories—an area larger than the total U.S. land mass. Today, those maps are a hodgepodge drawn from government, industry, and academic research, says Vicki Ferrini, a marine geophysicist at Columbia University’s Lamont-Doherty Earth Observatory in Palisades, New York. The federal plan, she says, could be a “game changer.”

Excerpts from  United States to Survey Nearby Sea Floor, Science, Nov. 29, 2019, at 6469

The Privilege of Polluting v. Decarbonization

The Paris climate agreement of 2015 calls for the Earth’s temperature to increase by no more than 2°C over pre-industrial levels, and ideally by as little as 1.5°C. Already, temperatures are 1°C above the pre-industrial, and they continue to climb, driven for the most part by CO2 emissions of 43bn tonnes a year. To stand a good chance of scraping under the 2°C target, let alone the 1.5°C target, just by curtailing greenhouse-gas emissions would require cuts far more stringent than the large emitting nations are currently offering.

Recognising this, the agreement envisages a future in which, as well as hugely reducing the amount of CO2 put into the atmosphere, nations also take a fair bit out. Scenarios looked at by the Intergovernmental Panel on Climate Change (IPCC) last year required between 100bn and 1trn tonnes of CO2 to be removed from the atmosphere by the end of the century if the Paris goals were to be reached; the median value was 730bn tonnes–that is, more than ten years of global emissions…

If you increase the amount of vegetation on the planet, you can suck down a certain amount of the excess CO2 from the atmosphere. Growing forests, or improving farmland, is often a good idea for other reasons, and can certainly store some carbon. But it is not a particularly reliable way of doing so. Forests can be cut back down, or burned—and they might also die off if, overall, mitigation efforts fail to keep the climate cool enough for their liking. …But the biggest problem with using new or restored forests as carbon stores is how big they have to be to make a serious difference. The area covered by new or restored forests in some of the ipcc scenarios was the size of Russia. And even such a heroic effort would only absorb on the order of 200bn tonnes of CO2 ; less than many consider necessary.

The world has about 2,500 coal-fired power stations, and thousands more gas-fired stations, steel plants, cement works and other installations that produce industrial amounts of CO2. Just 19 of them offer some level of Carbon Capture and Storage (CCS), according to the Global Carbon Capture and Storage Institute (GCSI), an advocacy group. All told, roughly 40m tonnes of CO2 are being captured from industrial sources every year—around 0.1% of emissions.

Why so little? There are no fundamental technological hurdles; but the heavy industrial kit needed to do CCS at scale costs a lot. If CO2 emitters had to pay for the privilege of emitting to the tune, say, of $100 a tonne, there would be a lot more interest in the technology, which would bring down its cost. In the absence of such a price, there are very few incentives or penalties to encourage such investment. The greens who lobby for action on the climate do not, for the most part, want to support CCS. They see it as a way for fossil-fuel companies to seem to be part of the solution while staying in business, a prospect they hate. Electricity generators have seen the remarkable drop in the price of wind and solar and invested accordingly.

Equinor, formerly Statoil, a Norwegian oil company, has long pumped CO2 into a spent field in the North Sea, both to prove the technology and to avoid the stiff carbon tax which Norway levies on emissions from the hydrocarbon industry. As a condition on its lease to develop the Gorgon natural-gas field off the coast of Australia, Chevron was required to strip the CO2 out of the gas and store it. The resultant project is, at 4m tonnes a year, bigger than any other not used for EOR. But at the same time, what the Gorgon project stores in a year, the world emits in an hour.

In Europe, the idea has caught on that the costs of operating big CO2 reservoirs like Gorgon’s will need to be shared between many carbon sources. This is prompting a trend towards clusters that could share the storage infrastructure. Equinor, Shell and Total, two more oil companies, are proposing to turn CCS into a service industry in Norway. For a fee they will collect CO2 from its producers and ship it to Bergen before pushing it out through a pipeline to offshore injection points. In September Equinor announced that it had seven potential customers, including Air Liquide, an industrial-gas provider, and ArcelorMittal, a steelmaker.

Similar projects for filling up the emptied gasfields of the North Sea are seeking government support in the Netherlands, where Rotterdam’s port authority is championing the idea, and in Britain, where the main movers are heavy industries in the north, including Drax.

The European Union has also recently announced financial support for CCS, in the form of a roughly €10bn innovation fund aimed at CC S, renewables and energy storage. The fund’s purpose is not to decarbonise fossil-fuel energy, but rather to focus on CCS development for the difficult-to-decarbonise industries such as steel and cement.

Excerpts from, The Chronic Complexity of Carbon Capture, Economist, Dec. 7, 2019

The Carbon-Neutral Europe and its Climate Bank

The European Union (EU) Green Deal, a  24-page document reads like a list of vows to transform Europe into a living demonstration of how a vast economy can both prosper and prioritise the health of the planet. It covers everything from housing and food to biodiversity, batteries, decarbonised steel, air pollution and, crucially, how the EU will spread its vision beyond its borders to the wider world….The plan is large on ambition, but in many places frustratingly vague on detail.

Top billing goes to a pledge to make Europe carbon-neutral by 2050….Current policies on renewable energy and energy efficiency should already help to achieve 45-48% cuts by 2030. Green NGOs  would like to see the EU sweat a bit more and strive for 65% cuts by 2030, which is what models suggest is needed if the bloc is to do its share to limit global warming to 1.5-2ºC.

All this green ambition comes at a price. The commission estimates that an additional €175bn-€290bn ($192bn-$320bn) of investment will be needed each year to meet its net-zero goals. Much of this will come from private investors. One way they will be encouraged to pitch in is with new financial regulations. On December 5th, 2019 EU negotiators struck a provisional agreement on what financial products are deemed “green”. Next year large European companies will be forced to disclose more information about their impacts on the environment, including carbon emissions. These measures, the thinking goes, will give clearer signals to markets and help money flow into worthy investments.

Another lever is the European Investment Bank, a development bank with about €550bn on its balance-sheet, which is to be transformed into a climate bank. Already it has pledged to phase out financing fossil fuels by 2021. By 2025 Werner Hoyer, its boss, wants 50% of its lending to go to green projects, up from 28% today, and the rest to go to investments aligned with climate-change goals. Some of that money will flow into a “just transition” fund, worth €100bn over seven years. Job losses are an unavoidable consequence of decarbonising Europe’s economy; the coal industry alone employs around 250,000 people, mainly in eastern Europe. The fund will try to ease some of this pain, and the political opposition it provokes.

The Green Deal goes beyond the scope of previous climate policies. One area it enters with gusto is trade. Under the commission’s proposals, the eu will simply refuse to strike new trade deals with countries that fail to comply with the Paris agreement’s requirement that signatories must increase the scale of their decarbonisation pledges, known as “nationally determined contributions” or NDCs, every five years. That would mean no new deals with America while Donald Trump is president; it is set to drop out of the Paris agreement late in 2020. And, because the first round of enhanced ndcs is due next year, it would put pressure on countries that are dragging their feet on these, of which there are dozens—including China and India.

The deal also sketches out plans for a carbon border-adjustment levy. Under the eu’s emission-trading scheme, large industries pay a fee of about €25 for every tonne of carbon dioxide they emit. Other regions have similar schemes with different carbon prices. A border-adjustment mechanism would level the playing field.

Excerpts from, The EU’s Green Deal, Economist, Dec. 2019

The Nuclear Fuel Bank is Up and Running

The International Atomic Energy Agency (IAEA) received in December 2019 the second and final shipment of low-enriched uranium (LEU) at a purpose-built facility in Kazakhstan housing the IAEA LEU Bank, which was established to provide assurance to countries about the supply of nuclear fuel. The delivery completes the planned stock of the material that the IAEA LEU Bank will hold, following the first shipment in October 2019.

Kazakhstan’s JSC National Atomic Company Kazatomprom – the world’s largest producer of natural uranium – delivered 28 cylinders of LEU to the facility at the Ulba Metallurgical Plant (UMP) in the city of Ust-Kamenogorsk. The uranium originated from Kazakhstan and was enriched at a facility in neighbouring Russia before the LEU was transported by train to the site in eastern Kazakhstan, where it was checked and officially accepted by IAEA experts.

Owned by the IAEA and hosted by Kazakhstan, the IAEA LEU Bank is one of the Agency’s most ambitious undertakings since it was founded in 1957.  The establishment and operation of the IAEA LEU Bank are fully funded by voluntary contributions from IAEA Member States and other donors totalling US $150 million, covering estimated costs for at least 20 years of operation. Donors include the Nuclear Threat Initiative, the United States, the European Union, the United Arab Emirates, Kuwait, Norway and Kazakhstan. Kazakhstan contributed also in kind by hosting the IAEA LEU Bank.

The Bank operates with er assurance of supply mechanisms established including a guaranteed physical reserve of LEU maintained by the Russian Federation at the International Uranium Enrichment Centre in Angarsk, Russian Federation, and an assurance of supply guaranty by the United Kingdom for supplies of LEU enrichment services.

Globally, there are around 450 nuclear power reactors in operation today, supplying about 10 percent of the world’s electricity and one-third of all low-carbon electricity. Fifty-two additional nuclear power reactors are currently under construction.

Excerpts from Second Shipment of Low Enriched Uranium Completes IAEA LEU Bank, IAEA Press Release, Dec. 10, 2019

The Fight for the Remnant Trees of Europe

For 120 years RWE has been one of Europe’s biggest emitters of carbon dioxide. The German utility cleared almost all of Hambacher forest, a once-vast wood in western Germany, to mine lignite, an especially filthy fossil fuel, which it burned to generate electricity. What is left of “Hambi” has become a symbol of the anti-coal movement, occupied by activists camping in 80-odd tree houses.  RWE is under fire even where it does not operate. A Peruvian farmer has sued it in a German court for its contribution to climate change that led to the melting of an Andean glacier, which threatens to flood his home. He lost but is appealing.

Peruvian farmer who sued RWE

But  in September 2019, the EU agreed to a €43bn ($47.5bn) asset swap between RWE and its rival E.ON. It turns E.ON into Europe’s largest power-grid operator by assets and RWE into the world’s second-biggest producer of offshore wind power and Europe’s third-biggest producer of renewable energy. [RWE] has vowed to become carbon neutral by 2040

Of the eu’s 28 members, 18 have pledged to emit no net carbon by 2050. Germany says it will stop using coal by 2038 and stump up €40bn to ease the transition.   RWE is demanding a chunk of the transition pot. It still runs three lignite mines, which directly employ 9,900 people and indirectly support another 20,000 jobs in the Rhine region….  [To complicate matters further], in October 2019 a court ordered a halt to the clearing of its remaining 200 hectares of the forest…RWE says the forest could be left as it is—but at a price. It may cost the company €1.5bn or so to find an alternative to a planned expansion of an open-pit mine at Hambach.

Excerpts from  RWE: After Hambi, Economist, Nov. 23, at 59

Denizen Nuclear Waste: the Orchid Island

Several members of the Tao Aboriginal community in Taiwan reiterated their decades-long demand that the government remove nuclear waste from Taitung County’s Orchid Island saying that they would not accept the NT$2.55 billion (US$83.57 million) in compensation.  Since construction of a storage site was finished in 1982, more then 100,000 barrels of low-level radioactive waste have been transported from nuclear power plants on Taiwan proper to the outlying island, without obtaining residents’ consent in advance….  [According to the community], the government should establish a platform to discuss how to handle the nuclear waste and related compensation, while also continuing to reveal the storage site’s buried history

Excerpts from Lin Chia-nan,  Tao protest, reject compensation for waste, Tapei Times, Nov. 30, 2019
 
By Lin Chia-nan  /  Staff reporter

The Enormous Task of Nuclear Waste Storage

“The Koeberg spent fuel pool storage capacity in South Africa  is currently over 90% full. (These) pools will reach (their) capacity by April 2020,” Eskom, the South African utility, told Reuters in a statement on Nov. 25, 2019.  Koeberg produces about 32 tonnes of spent fuel a year. Fuel assemblies, which contain radioactive materials including uranium and plutonium that can remain dangerous for thousands of years, are cooled for a decade under water in spent fuel pools.

Fuel Pool at Koeberg, South Africa

In 2016,  Eskom paid an estimated 200 million rand ($13.60 million) for an initial batch of seven reinforced dry storage casks from U.S. energy company Holtec International to help keep Koeberg running beyond 2018.  Eskom now has nine new unused casks on site, each with an individual capacity of 32 spent fuel assemblies, with another five expected to be delivered soon.

Holtec Cask

The 14 casks should ensure there is sufficient storage in the spent fuel pool until 2024, Eskom said, ahead of a tender for an extra 30 casks….Anti-nuclear lobby group Earthlife Africa said South Africa could not afford the social, environmental and economic costs associated with nuclear waste.  “We have a ticking bomb with high-level waste and fuel rods at Koeberg,” said Makoma Lekalakala, Earthlife Africa’s director.

Wendell Roelf, Waste storage at Africa’s only nuclear plant brimming, Reuters, Nov. 25, 2019

How to Own a Foreign Country: the Strategy of Gulf States in Egypt and Sudan

Nile has become a battleground. Countries that sit upriver and wealthy Gulf states are starting to use the Nile more than ever for water and electricity. That means less water for the 250 million-plus small farmers, herders and city dwellers in the Nile basin.  Dams funded by foreign countries including China and oil-rich neighbors like Saudi Arabia and other Gulf states are tapping the river to irrigate industrial farms and generate electricity. Crops grown using Nile water are increasingly shipped out of Africa to the Middle East, often to feed livestock such as dairy cows

Exporting crops to feed foreign animals while borrowing money to import wheat is “almost insane,” Sudan’s new prime minister, Abdalla Hamdok, said in an interview. “It’s exporting water, basically. We could be growing wheat and getting rid of half our import bill,” he said. Mr. Hamdok’s predecessor, dictator Omar al-Bashir, is in prison after an uprising sparked by rising prices for food….

The most dramatic change to the Nile in decades is rising in Ethiopia, where the Blue Nile originates. Ethiopia, which has one of the world’s fastest-growing economies, turned to China to help finance the $4.2 billion Grand Ethiopian Renaissance Dam project to generate electricity. While the dam, located just miles from the Sudan border, won’t supply water for farms and cities, its massive reservoir will affect the flow of water.

Downstream, Egypt is worried that Ethiopia will try to quickly fill the reservoir beginning in 2020. The issue is “a matter of life and death for the nation,” Egyptian President Abdel Fattah Al Sisi said in televised remarks in 2017. “No one can touch Egypt’s share of water.” A spokesman for Ethiopia’s Ministry of Foreign Affairs said in a September press conference that “any move that does not respect Ethiopia’s sovereignty and its right to use the Nile dam has no acceptance.”  Sharing of the Nile’s waters has long been governed by international treaties, with Egypt claiming the vast majority. Since Ethiopia wasn’t included in those treaties, it was never provided an allotment of water. Ethiopia’s massive dam has thrown a wrench into past agreements…

Sudan is stuck in the middle. Much of the water that flows through the country is already allocated. “Sudan actually doesn’t have that much free water available,” says Harry Verhoeven, author of “Water, Civilisation and Power in Sudan.”  By early 2015, Saudi Arabia doubled its investment in Sudan’s agriculture sector to $13 billion, equaling about one-third of all foreign investment in Sudanese industry….The contrast between verdant export crops watered by the Nile and parched villages was visible in the area where protests started in December 2019, during a nationwide wheat shortage.   The protesters were angry about food prices, poor job prospects, social strictures and Sudan’s moribund economy, Mr. Alsir says. “We’re surrounded by farms,” he says. “But we’re not getting any of it.

Past a rocky expanse next to the village flows a deep canal, green with weeds, dug a decade ago by a Saudi-owned company called Tala Investment Co. It runs from the Nile about 10 miles to Tala’s farm, which leases its land from the government.  Tala grows crops for export and maximizes profits using Sudan’s “cheap manpower,” the company’s website says….The alfalfa is shipped 400 miles overland to Port Sudan and then across a nearly 200-mile stretch of the Red Sea to Jeddah in Saudi Arabia, then is used for animal feed….

The Aswan dam  In Egypt is primarily used to generate electricity. But a sprawling desert farm, the Toshka project to the west, taps the reservoir. That is where Saudi Arabia and the U.A.E. have made some of their biggest agricultural investments in Egypt in the past decade.  The strategy there is straightforward, says Turki Faisal Al Rasheed, founder of Saudi agriculture company Golden Grass Inc., which has explored purchasing farms in Egypt and Sudan. “When you talk about buying land, you’re not really buying land,” he says. “You’re buying water.”

Even with all that water dedicated to growing crops, Egypt  is rapidly outstripping its resources.  This is because he country’s population is forecast to grow 20% to 120 million by 2030, and to 150 million by 2050.  Access to water in Egypt is increasingly uncertain. The country’s annual per capita water use dipped below 24,000 cubic feet in recent years and is expected to fall below 18,000 cubic feet by 2030, a level defined as “absolute water scarcity,” according to the United Nations. The comparable figure in the U.S. is 100,000 cubic feet, enough to fill an Olympic swimming pool.  Saudi Arabia and the U.A.E. control about 383,000 acres of land in Egypt, an expanse nearly twice the size of New York City, according to Land Matrix. The main crops are corn, potatoes, wheat, alfalfa, barley and fruit such as grapes that are exported back home.

Mr. Sisi is now looking for new places to grow food. In 2015 he launched a program to expand arable land by more than 1.5 million acres in the country, part of which will tap into the Nubian aquifer, an irreplaceable ancient store of water beneath the Sahara. Saudi and U.A.E. companies have bid for lands in the project, according to the New Egyptian Countryside Development Co., which is managing the project.  Mr. Al Rasheed, the Saudi farm owner in Egypt, says that for him and others from the Gulf, farming along the Nile is about building regional influence as much as ensuring food supplies. “Food is the ultimate power,” he says.


Excerpts from Justin Scheck &Scott Patterson, ‘Food Is the Ultimate Power’: Parched Countries Tap the Nile River Through Farms, WSJ, Nov. 25, 2019

Between Colonialism and the Abyss: the Desperate Search for a Nuclear Waste Disposal Site, United States

A proposal for New Mexico to house one of the world’s largest nuclear waste storage facilities has drawn opposition from nearly every indigenous nation in the state. Nuclear Issues Study Group co-founder and Diné organizer Leona Morgan told state legislators in November 2019 the project, if approved, would perpetuate a legacy of nuclear colonialism against New Mexico’s indigenous communities and people of color.

Holtec International, a private company specializing in spent nuclear fuel storage and management, applied for a license from the federal Nuclear Regulatory Commission to construct and operate the facility in southeastern New Mexico. Holtec’s proposal would see the majority of high-level nuclear waste in the U.S. transported to a consolidated interim storage facility located in southeastern New Mexico. If licensed, the facility would house up to 100,000 metric tons of high-level waste at capacity — more nuclear waste than currently exists in the country — for up to 40 years, while the federal government either re-opens Yucca Mountain or establishes a new deep repository to permanently store the waste.

The proposal, which has been in the works since 2011, would see high-level waste generated at nuclear power plants across the country transported to New Mexico for storage at the proposed facility along the Lea-Eddy county line between Hobbs and Carlsbad. Holtec representatives say the facility would be a temporary solution to the nation’s growing nuclear waste problem, but currently there is no federal plan to build a permanent repository for the waste.

Legislators, activists and residents alike share concerns about the proposals. Some fear the “interim” storage facility could become a de facto permanent storage facility if no other repository is built; others question the site selection for a nuclear facility so close to oil and gas activity in the Permian Basin. Increased transport of high-level radioactive waste across the state could also lead to potentially dangerous nuclear releases, leaving impacted communities responsible for emergency responses.

“New Mexico doesn’t make the waste, why should we take the waste?” Morgan said. “What we’re advocating for is not a temporary, band-aid solution, but something more scientifically sound. The waste does have to go somewhere. However, storing it in New Mexico temporarily is not the right idea. It’s not safe; it’s not supported by the local communities; and New Mexico does not want it.”  “We see this as environmental racism and perpetuating nuclear colonialism that is going to result in a continuation of a slow genocide,” she said….

Meanwhile, nuclear power utilities across the country have sued the federal government over a breach of contract for failing to establish a permanent repository for the waste

Nuclear colonialism, a term first coined by environmentalist Winona LaDuke and activist Ward Churchill, describes a systematic dispossession of indigenous lands, the exploitation of cultural resources, and a history of subjugation and oppression of indigenous peoples by a government to further nuclear production of energy and proliferation of weapons.  “All of the impacts from nuclear colonialism can be simplified by explaining it as environmental racism,” Morgan told state legislators last week. She pointed to the health and environmental consequences of uranium mining on the Navajo Nation during the last century.  “My family lives in areas where there was past uranium mining. We’re still dealing with the legacy of all of the mining that fuelled World War II and the Cold War,” Morgan said. “This legacy is still unaddressed — not just in New Mexico, but in the entire country. For that reason, my concern is the health of our people, our environment.”

Cleaning Abandoned Uranium Mines New Mexico

“We do not believe we are separate from the environment,” Morgan said. “We are not here to protect the environment as land and as mountains, but as living, breathing entities.”  Similar beliefs, sometimes referred to in policy discussions as “environmental personhood,” have gained recognition among regulators in countries across the world in recent years. 

Excerpts from Kendra Chamberlain, Nuclear Colonialism: Indigenous opposition grows against proposal for nation’s largest nuclear storage facility in NM, https://nmpoliticalreport.com/,  Nov. 14, 2019

Why Russia Loves Germany’s Toxic Waste

Environmental groups have voiced concern in November 2019 that Russia is again accepting shipments of uranium tails, a byproduct formed when uranium is enriched, from a German nuclear fuel firm, reigniting a debate over whether the substance meets the definition of nuclear waste.  The shipments of the toxic compound – also called uranium hexafluoride – were halted in 2009 over revelations that Russia was accepting it from foreign customers and storing it in the open. At that time, Rosatom, Russia’s nuclear corporation, bowed to environmental pressure and promised to no longer import the radioactive substance.

But German government documents revealed in November 2019 by Greenpeace and the Russian environmental group Ecodefense show that the German-based enrichment company Urenco resumed the uranium tail shipments as long ago as May 2019.  According to Urenco’s contract with the Russian nuclear-fuel giant Teksnabeksport (Tenex), a subsidiary of Rosatom, some 12,000 tons of uranium tails are set to be delivered to Novouralsk, near Yekaterinburg by 2022. Four thousands tons have been sent so far….

Urenco, Germany

Uranium hexafluoride, also called depleted uranium, is a colorless radioactive powder that is produced as a byproduct of enriching uranium for use as fuel in nuclear power plants. Urenco, which is a partnership involving German, British and Dutch energy firms, has operated an enrichment facility in Gronau, Germany since 1985.  This facility stores depleted uranium in the open air. In the early 1990s, Russian opened its doors to reprocessing depleted uranium from foreign customers. A previous contract between Tenex and Urenco envisioned the import of 100,000 tons of uranium tails between 1996 and 2009.

The issue of whether uranium tails in fact constitute nuclear waste depends on whom you ask. Both Rosatom and Germany’s nuclear industry classify uranium hexafluoride as a recyclable material. The US Nuclear Regulatory Commission, however, has long held that uranium tails should be classified as nuclear waste – a view that Bellona, Ecodefense and Greenpeace share.  But while Rosatom asserts that uranium tails are valuable raw material, the motive for importing them is unclear. By most estimates, Russia already holds nearly 1 million tons of uranium tails from its own fuel production – making the need for another 12,000 tons from abroad questionable.

Charles Digges, Russia resumes importing depleted uranium from Germany, breaching old promises, Bellona, Nov. 1, 2019

Stopping GreenWashing

The EU wants to revolutionise the world of green finance. Brussels officials, MEPs and member states are currently trying to thrash out plans for a gold standard in green investment they hope will unleash tens of millions of euros of private money to fund the transition to a more sustainable world.   The project has a classically boring Brussels name — the “taxonomy” for sustainable activities — but the implications are potentially transformative. The EU wants to become the first supranational regulator to write rules that banks and funds will have to comply with when they claim to launch “green” products or investments.  As it stands, there is no global benchmark to judge just how green a financial product is. Funds and banks can sell and label sustainable finance products without an independent arbiter checking if reality meets the hype. The point of the EU’s work is to stamp out this so-called “greenwashing”…

Perhaps the most sensitive issue of all is how to handle nuclear energy. France — which has big nuclear business interests — doesn’t want the taxonomy to stigmatise nuclear as a “brown” technology. Other member states, led by Germany, want it excluded from being green, as do the MEPs. 

Excerpts from  Mehreen Khan, The Green Gold Standard, FT, Nov. 11, 2019

Cyber-Attacking Nuclear Plants: the 3 000 cyber bugs

In the first half of 2019 , no country endured more cyber-attacks on its Internet of Things—the web of internet-connected devices and infrastructure—than India did. So asserts Subex, an Indian telecommunications firm, which produces regular reports on cyber-security. Between April and June of 2019, it said, recorded cyber-attacks jumped by 22%, with 2,550 unique samples of malware discovered. Some of that malicious code is turning up in hair-raising places.

On October 28, 2019 reports indicated that malware had been found on the computer systems of Kudankulam Nuclear Power Plant in Tamil Nadu, the newest and largest such power station in India. Pukhraj Singh, a cybersecurity researcher who formerly worked for the National Technical Research Organisation (NTRO), India’s signals-intelligence agency, says he was informed of the malware by an undisclosed third party in September, and notified the government.The attackers, he said, had acquired high-level access and struck “extremely mission-critical targets”…. On October 30, 2019 the body that operates nuclear power plants acknowledged, sheepishly, that a computer had indeed been infected, but it was only an “administrative” one.

Sensitive sites such as power plants typically isolate the industrial-control systems (those that control the workings of a plant) from those connected to the wider internet. They do so using air-gaps (which involve disconnecting the system from the wider world), firewalls (which monitor data-flows for suspicious traffic) or data diodes (which allow information to flow out but not in).

But breaching a computer on the outside of these digital moats is nevertheless troubling. It could have given the attackers access to sensitive emails, personnel records and other details which would, in turn, make it easier to gain access to the more isolated operational part of the plant. America and Israel are thought to have sneaked the devastating Stuxnet virus into Iran’s air-gapped uranium-enrichment plant at Natanz around 2007 by planting a USB stick on a worker, who carried it inside and plugged it in.

The culprit behind the Kudankulam attack is unknown, but left some clues. The malware in question is from a family known as DTrack, which gives attackers an intimate look at what victims are doing—down to their keystrokes. It is typically used to monitor a target, making it easier to deliver further malware. DTrack was originally developed by a group of hackers known as the Lazarus Group, who are widely assumed to be controlled or directed by North Korea.

Excerpts from On the DTrack: A cyber-attack on an Indian nuclear plant raises worrying questions, Economist, Nov. 1, 2019

When Logging Works: “Every Part of the Tree”

The rapacious industrialisation of the Finnish forest, which covers three-quarters of the country’s landscape, looks the antithesis of tree-hugging environmentalism. The forest is home to wolves, bears, deer and many other species of wildlife, and its trees lock away carbon that would otherwise be in the air, warming the atmosphere. Yet Metsä Group, which operates the Äänekoski pulp mill, claims the very opposite.  Metsä is ultimately controlled by a co-operative belonging to more than 100,000 families who have each owned large chunks of the forest for generations. For every tree harvested, four saplings are planted. These are allowed to grow for a few years and are then thinned to encourage the best specimens to develop vigorously. The thinnings, however, are not wasted. They are sent to the mill. The mature trees, meanwhile, are harvested when they are between six and ten decades old. The consequence of this husbandry, according to Finland’s Natural Resources Institute, is that the annual growth of trees in Finland exceeds the volume of felling and natural loss by over 20m cubic metres, despite the increasing demand for wood.

As for the mill itself, Metsä’s stated aim is to make best use of every part of a tree, both to maximise the value of its wood and, where possible, to continue to lock up its carbon. To this end, besides the bread-and-butter business of turning out planks and plywood, the firm has come up with several new ideas. Three are of particular interest. One is a better way of converting wood pulp into fibre that can be turned into textiles. A second is to produce plastic-free cardboard cartons which can be used as food containers and then recycled. The third is to find employment for lignin, a by-product of the pulping process which is, at the moment, usually burned…

Metsä has also teamed up with Itochu, a Japanese trading company with a large clothing business, to make fabric that will compete with oil-based synthetic fibres and provide an alternative to cotton, the growing of which requires a lot of land, irrigation and pesticides. Some fabrics—rayon, for example—can be made from wood….

The complex processes involved in processing wood result in several “sidestreams”. These are wastes that become raw materials for other processes. They include sulphuric acid, which is re-used by the mill, and biogas, tall oil (a byproduct of papermaking) and lignin—carbon-rich materials burnt to produce electricity. This powers the mill, and yields a surplus which is exported to the national grid. As a consequence, unlike some wood mills, the Äänekoski plant uses no fossil fuels.

Excerpts from Sustainable Forestry: If you go down to the woods today, Economist, Oct. 19, at 75

Gambling with the Environment: Shell’s Decommissioning Plans in the North Sea

Giant oil firms have spent more than four decades pumping billions of pounds worth of oil from the seabed. But now decommissioned rigs in the North Sea are at the centre of an environmental storm with an oil giant under intense pressure to rethink plans to leave some of the platforms in the sea.

Several hundred oil drilling platforms in the waters off Scotland are due to be decommissioned over the next three decades as they approach the end of their operational lifetime.  Due to the cost and difficulty of dismantling the structures – each of which can be as tall as the Eiffel Tower – Shell proposed removing only the topside of its four Brent platforms, leaving the huge concrete legs in place.

A natural gas platform in Norway. Almost all of the 600KT structure will be submerged.

That resulted in the controversial suggestion that oil mixed with sediment in 42 out of 64 concrete storage cells – each up to 66 feet in diameter and 200 feet high, around the height of the Scott Monument in Edinburgh – should remain on the seabed. These could remain for up to 500 years after the platforms have been decommissioned.

Chevron oil platform

The plans have raised alarm in some quarters over the impact of leaks from the estimated 11,000 tonnes of raw oil and toxins remaining in the base of the four Brent installations – Alpha, Bravo, Charlie and Delta, all put up in the East Shetland basin in the 1970s.  It has emerged that a report of an expert evaluation group commissioned by the Dutch government has provided a critical analysis of the position and recommends a clean-up be carried out as agreed more than 20 years ago in international treaties.   See Brent Decommissioning Derogation: An evaluation. The special treaty known as Ospar, which was adopted in 1992, states that rigs, including their contents and pipelines, must be removed from the sea after decommissioning.

The experts said that removing all contaminated materials “presents the most certain solution”.  They say staying true to Ospar “not only avoids passing on potential problems to future generations” but also prevents “large amounts of negative public attention as was the case in the decommissioning of Brent Spar in the 1990s”.  When Shell proposed sinking the Spar oil storage buoy in 1995, it prompted protests by Greenpeace, petrol boycotts in Germany and a falling share price. The company was eventually forced to back down and find a more environmentally friendly plan.

In October 2019, Greenpeace activists from the Netherlands, Germany and Denmark boarded two oil platforms in Shell’s Brent field in a protest against the plans. They scaled Brent Bravo and hung banners saying “Shell, clean up your mess!” and “Stop Ocean Pollution”.

The 2019 report revealed that an earlier independent review group(that took place in 2017)said that a “leave in place” solution with appropriate navigational markers and safety zones gave “a risk in relation to shipping impact that Shell regarded as acceptable”.  The report added: “However, although the estimated probabilities of a collision may be low on a per annum basis, the consequences could be catastrophic and result in major injury and loss of life or serious marine pollution.”

Excerpts from North Sea oil decommissioning: pressure grows on Shell to back down, the Herald, Oct. 20, 2019
 

Rivers of Crude Oil: the poisoned land of Iraq

A biological remediation pilot project seeking to enhance nature’s own ability to clear up oil spills in Iraq’s conflict-affected areas has been launched in Kirkuk, Iraq…This UNEP initiative seeks to harness naturally occurring soil bacteria as a powerful natural ally to decontaminate poisoned land.  Over three years ago in summer 2016, the residents of Qayyarah—a small town of around 25,000 people, some 60 km south of Mosul—were caught in the line of fire as so-called Islamic State fighters torched nineteen nearby oil wells. So thick were the clouds of smoke, that people could not distinguish day from night for weeks in what infamously came to be known as the “Daesh winter”.  Rivers of crude oil flowed through Qayyarah’s streets and into seasonal wadis as oil wells spewed tens of thousands of barrels of oil relentlessly for months. The specter of an even worse environmental catastrophe was heightened as the oil slick migrated to less than three kilometers from the Tigris River, Iraq’s water lifeline.

Following an epic battle to control the oil fires that took nearly a year, North Oil Company, which manages the oil fields of northern Iraq, is currently collecting an estimated 20,000 tonnes of remaining oil waste in Qayyarah into around a dozen large pits.  Progress, however, has been slow and pools of heavy viscous oil remain on the doorsteps of entire neighborhoods and households, who complain about the impacts of noxious fumes on their children’s health.

“In some places, the layer of heavy oil is two to three meters thick, and long stretches of wadi channels are now effectively tarmac roads on which cars can be driven,” observed Mohammed Dawood, head of Qayarrah oil refinery’s environmental unit. Furthermore, Environment Ministry officials expressed concern that exceptionally heavy rains and flash floods of the 2018/19 winter season washed out oil from the holding pits into the Tigris River.

While oil production restarted in Qayyarah immediately after the conflict ended in June 2017, reaching currently an estimated 40,000 barrels per day, little has been done to clean up the conflict’s toxic aftermath… The UN Environment Programme in collaboration with the UN Assistance Mission in Iraq delivered a four-day hands-on training workshop on remediation of oil spills by the use of bacteria  in September 2019. “By adding nutrients from manure, bulking agents like wood chips and water, we are simply creating the ideal conditions for bacteria to thrive and speeding up the natural process of breaking down the oil,”

Excerpts from  Microbes offer hope of cleaning up Iraq conflict’s pollution legacy, UNEP Press Release, Oct. 23, 2019

Greening the Mining Industry

An Australian regulator recently told Peabody Energy Glencore they couldn’t export coal from a new mine to countries that haven’t signed the Paris climate agreement. Two other Australian coal projects were scuttled in 2019, partly out of concern about greenhouse-gas emissions overseas.  Investors, too, are growing inquisitive about miners’ records on their customer emissions—partly out of fear about potential liability. Miners are responding by increasing carbon-impact disclosure, forming alliances with buyers and investing in technology to cut emissions from steel mills and power plants.  BHP  has said its scope 3 emissions—pollution mostly created when customers transport and use the commodities it produces—are almost 40 times greater than those generated at its own operations.

In the oil industry, facing similar pressures, there is friction among large companies over whether to commit to reducing greenhouse-gas emissions from products such as gasoline—in big part because emissions vary hugely depending on the vehicle…

Threats to miners’ business go beyond pushback on new projects. Consumer brands could stop buying commodities they consider too dirty, experts say. Many are already innovating with recycled materials.

In July 2019, BHP pledged to spend $400 million over five years to develop technologies that can reduce emissions both from its operations and its customers’.  “We won’t stop at the mine gate,” BHP Chief Executive Andrew Mackenzie said. …Rio Tinto is also drawing up scenarios for decarbonizing the steel industry. Success could materially affect the value of its core iron-ore business, it said.  Meantime, miners are touting their role in the shift to a low-carbon economy by producing commodities such as copper and nickel for wind turbines and electric vehicles.

Excerpts from Rhiannon Hoyle, Miners’ New Worry: Other People’s Pollution, WSJ, Oct. 9, 2019

Bio-Energy and Food Security

In the effort to keep the planet from reaching dangerous temperatures, a hybrid approach called BECCS (bioenergy with carbon capture and storage) has a seductive appeal. Crops suck carbon dioxide (CO2) from the atmosphere, power plants burn the biomass to generate electricity, and the emissions are captured in a smokestack and pumped underground for long-term storage. Energy is generated even as CO2 is removed: an irresistible win-win. But, the United Nations’s climate panel sounded a warning about creating vast bioenergy plantations, which could jeopardize food production, water supplies, and land rights for poor farmers.

In an earlier special report in October 2018, IPCC called for holding the rise in global average temperatures to no more than 1.5°C above preindustrial conditions to avoid the worst consequences of climate change. It emphasized that cutting emissions won’t be enough to reach that goal. Replacing coal with renewable energy, and significantly cutting oil and natural gas, would still leave gigatons of excess carbon in the atmosphere. BECCS could remove it, computer models suggested, if several million square kilometers—an area the size of India—were devoted to energy crops.

But the 2019 IPCC report examines the consequences of deploying BECCS on that vast scale and concludes it could “greatly increase” the demand for agricultural land. The pressure on conventional crops could compromise food security, as happened in 2007 when rising U.S. corn ethanol production contributed to a spike in food prices. (In Mexico, the price of tortillas, a staple for the poor, rose 69% between 2005 and 2011.) The bioenergy plantations could also take a toll on biodiversity—as is happening in Southeast Asia, where plantations producing palm oil for biodiesel as well as food are displacing diverse tropical forest. And they could suck up scarce water, especially in drylands, where irrigation of crops might deplete local supplies, the IPCC report says.

Industrial bioenergy crops can lead to the same kinds of problems as intensive food production, such as the contamination of water from excess fertilizer. Scaling up bioenergy in developing countries can also exacerbate social problems like the loss of land by small farmers.

Excerpts from Erik Stokstad, Bioenergy plantations could fight climate change—but threaten food crops, U.N. panel warns, Science, Aug. 8, 2019

A Cure Worse than the Disease? Biofuels in Planes

The 2019 report by the Rainforest Foundation Norway RFN is called ‘Destination Deforestation’ and reviewed the role of the aviation industry in contributing to the climate crisis, concluding that there’s a high risk that increased use of palm and soy-based biofuel in planes will lead to increased deforestation.

Finland, the world’s largest producers of renewable diesel and the only EU country that gives additional incentives for the use of palm oil products to manufacture biofuel, could spearhead the race towards deforestation, as areas of rainforest in countries like Indonesia or in South America are cleared to plant crops that will later be used to produce the fuel.  RFN says that meeting the aviation industry’s own climate-change targets to reduce emissions could result in 3.2 million hectares of tropical forest lost, an area larger than Belgium.

Researchers at Rainforest Foundation Norway believe the Finnish incentives for (Palm Fatty Acid Distillate) PFAD-based biofuels are likely to contribute to this deforestation, since Finland’s state-owned oil company Neste produces half of the world’s renewable diesel.  “Finland continues to treat the palm oil by-product PFAD as a waste, eligible for additional incentives. In addition, Finland is home to Neste, the world’s largest producer of hydrotreated biodiesel, and uses PFAD as a raw material. Therefore, Finland’s program could contribute to the massive deforestation discussed in our report” he explains.

With Finland left isolated as the only EU country to pay producers to use waste-classified PFAD in biofuel production, Rainforest Foundation Norway cautions that the country risks becoming a dumping ground for unsustainable raw material….“As long as PFAD is classified as ‘waste’, it enjoys huge incentives from the state. Biofuels made out of PFAD are completely exempt from carbon dioxide tax in Finland. Additionally, PFAD’s emissions can be discounted, and it is not subject to the same sustainability criteria as other raw materials.

With ‘flight shame’ gaining more momentum across the world, the aviation industry is desperate to find ways to make flying compatible with climate goals. While replacing fossil fuels with renewables sounds like a great idea, the sustainability of biofuels is highly dependent on the raw materials used to produce them…The most common aviation biofuels, Hydrogenated Esters and Fatty Acids (HEFA) fuels are produced from vegetable oils and animal fats. While the use of waste oils and other recycled materials is possible, the most viable raw materials for HEFA jet fuels are food crops.  “The cheapest and most readily available raw materials for HEFA jet fuel are palm oil and soy oil, which are closely linked to tropical deforestation” Ranum says.  The experts suggest that aiming to reduce emissions by increasing demand for palm and soy oil is a cure worse than the disease.

Elias Huuhtan, Report: Finland’s push to use biofuel could cause ‘massive deforestation, https://newsnowfinland.fi/ , Oct. 7, 2019

A Huge Headache: the Radioactive Water at Fukushima

What to do with the enormous amount of radioactive  water, which grows by around 150 tons a day at Fukushima, is a thorny question, with controversy surrounding a long-standing proposal to discharge it into the sea, after extensive decontamination.  The water comes from several different sources: Some is used for cooling at the plant, which suffered a meltdown after it was hit by a tsunami triggered by a massive earthquake in March 2011.  Groundwater that seeps into the plant daily, along with rainwater, add to the problem.

A thousand, towering tanks have now replaced many of the cherry trees that once dotted the plant’s ground. Each can hold 1,200 tons, and most of them are already full.  “We will build more on the site until the end of 2020, and we think all the tanks will be full by around the summer of 2022,” said Junichi Matsumoto, an official with the unit of plant operator TEPCO in charge of dismantling the site.

TEPCO has been struggling with the problem for years, taking various measures to limit the amount of groundwater entering the site.  There is also an extensive pumping and filtration system, that each day brings up tons of newly contaminated water and filters out as many of the radioactive elements as possible.

The hangar where the decontamination system runs is designated “Zone Y” — a danger zone requiring special protections.  All those entering must wear elaborate protection: a full body suit, three layers of socks, three layers of gloves, a double cap topped by a helmet, a vest with a pocket carrying a dosimeter, a full-face respirator mask and special shoes.  Most of the outfit has to burned after use.

“The machinery filters contain radionuclides, so you have to be very protected here, just like with the buildings where the reactors are,” explained TEPCO risk communicator Katsutoshi Oyama.  TEPCO has been filtering newly contaminated water for years, but much of it needs to go through the process again because early versions of the filtration process did not fully remove some dangerous radioactive elements, including strontium 90.

The current process is more effective, removing or reducing around 60 radionuclides to levels accepted by the International Atomic Energy Agency (IAEA) for water being discharged.  But there is one that remains, which cannot be removed with the current technology: tritium.

Tritium is naturally present in the environment, and has also been discharged in its artificial form into the environment by the nuclear industry around the world.  There is little evidence that it causes harm to humans except in very high concentrations and the IAEA argues that properly filtered Fukushima water could be diluted with seawater and then safely released into the ocean without causing environmental problems.

But those assurances are of little comfort to many in the region, particularly Fukushima’s fishing industry which, like local farmers, has suffered from the outside perception that food from the region is unsafe.

Karyn Nishimura, At Fukushima plant, a million-ton headache: radioactive water, Japan Times, Oct. 7, 2019
 

Zero Radioactive Leakage: China Experiments with Nuclear Waste Disposal

China has chosen a site for an underground laboratory to research the disposal of highly radioactive waste, the country’s nuclear safety watchdog said in September 2019.
Officials said work would soon begin on building the Beishan Underground Research Laboratory 400 metres (1,312 feet) underground in the northwestern province of Gansu, in the middle of the Gobi desert.

(a) Enttrance Beishan Underground Research Laboratory
(b) Ramp Beishan Underground Research Laboratory

Liu Hua, head of the National Nuclear Safety Administration, said work would be carried out to determine whether it was possible to build a repository for high-level nuclear waste deep underground….Once the laboratory is built, scientists and engineers will start experiments to confirm whether it will make a viable underground storage facility…

Gobi desert

Lei Yian, an associate professor at Peking University’s school of physics, said there was no absolute guarantee that the repositories would be safe when they came into operation.
Leakage has happened in [repositories] in the US and the former Soviet Union … It’s a difficult problem worldwide,” he said. “If China can solve it, then it will have solved a global problem.”
China is also building more facilities to dispose of low and intermediate-level waste. Officials said new plants were being built in Zhejiang, Fujian and Shandong, three coastal provinces that lack disposal facilities.

Excerpts from Echo Xie , China earmarks site to store nuclear waste deep underground,  South China Morning Post, Sept 5, 2019

Free Markets? No! Subsidies for Nuclear Industry

The U.S. Department of Energy (DOE) announced on Aug. 15, 2019 the launch of the National Reactor Innovation Center (NRIC). The new initiative will assist with the development of advanced nuclear energy technologies by harnessing the world-class capabilities of the DOE national laboratory system.  Authorized by the Nuclear Energy Innovation Capabilities Act, NRIC will provide private sector technology developers the necessary support to test and demonstrate their reactor concepts and assess their performance. This will help accelerate the licensing and commercialization of these new nuclear energy systems.

“NRIC will enable the demonstration and deployment of advanced reactors that will define the future of nuclear energy,” said U.S. Energy Secretary Rick Perry. “By bringing industry together with our national labs and university partners, we can enhance our energy independence and position the U.S. as a global leader in advanced nuclear innovation.”  NRIC will be led by Idaho National Laboratory and builds upon the successes of DOE’s Gateway for Accelerated Innovation in Nuclear (GAIN) initiative… 

The Nuclear Energy Innovation Capabilities Act was signed into law in 2018 by President Donald J. Trump and eliminates some of the financial and technological barriers standing in the way of nuclear innovation. It directs DOE to facilitate the siting of advanced reactor research demonstration facilities through partnerships between DOE and private industry. The House Energy and Water Development committee has allocated $5 million in the FY2020 budget for NRIC, which plans to demonstrate small modular reactor and micro-reactor concepts within the next five years.

Excerpts from DOE,  Energy Department Launches New Demonstration Center for Advanced Nuclear Technologies, Press Release, Aug. 15, 2019

Greening Natural Gas: How to Record Gas Leaks with Hand-Held Cameras

Energy companies are producing record volumes of natural gas, thanks in part to the U.S. fracking boom. They have ambitious plans to make the cleaner-burning fuel a big part of the global energy mix for decades to come by sending tankers of liquefied gas around the world.But growing public concern over leaks and intentional releases of gas and its primary component, methane, threaten to derail the dominance of gas in the new energy world order.  Methane is far more potent than carbon dioxide in contributing to climate change. That makes it particularly harmful to the environment when it is discharged into the atmosphere.

In the U.S. alone, the methane that leaks or is released from oil and gas operations annually is equivalent to the greenhouse gas emissions from more than 69 million cars, according to a Wall Street Journal analysis using conversion formulas from the Environmental Protection Agency and emissions estimates for 2015 published last year in the journal Science….The Intergovernmental Panel on Climate Change, a United Nations body, says methane is even more potent than the estimates the EPA uses. By its calculation the annual releases would be equal to those of about 94 million cars, or roughly a third of the nation’s registered vehicles.

About 2.3% of the natural gas produced in the U.S. escapes directly into the atmosphere due in part to leaky equipment or intentional discharges, according to the Science study, which analyzed 2015 emissions. (Some discharges are legally permitted.) At that rate, it would have amounted to about $7.6 million worth of gas lost each day last year.  Another roughly $4.5 million in U.S. gas went up in smoke each day in 2018, World Bank data show, as energy companies burned fuel  (a practice known as flaring) they couldn’t move to market or chose not to ship because the cost of doing so would have exceeded the price the gas would fetch in some regions. Many companies drill primarily for oil and treat the gas released in the process as a byproduct.

Leaking and flaring are a global problem. As gas displaces coal for electricity production in the U.S. and other countries its side effects are drawing more attention, not just from environmental activists but investors fretting about how gas will compete over the long term against renewable energy sources such as wind and solar, which are dropping in price.

President Trump’s administration has moved to relax existing federal requirements for monitoring and fixing leaks. Still, from oil giants to the independent drillers powering the shale boom, companies are scrambling to rein in emissions over concerns from their executives, shareholders and environmentalists that gas waste could undermine the argument for gas as the “bridge fuel” to a cleaner future of renewables.

Methane is invisible to the naked eye, so companies detect leaks with infrared cameras and lasers. That can be a tall task—the gas can seep out of countless places, from wells to pipelines to storage facilities.  As a result, energy companies are increasingly supplementing manual inspections with aerial monitoring to survey large swaths of land checkerboarded with oil and gas infrastructure.  In West Texas, BP has begun monthly flights over its wells by a drone equipped with methane-detection equipment.   The company also is looking to cut back on flaring, which many companies do in the Permian Basin of Texas and New Mexico because they lack access to pipelines to move the product to market….BP is investing in a new gas-gathering and compression system that will allow it to send more gas to customers instead of burning it away…

Kairos,  a company, specializes in identifying larger methane releases by flying small planes about 3,000 feet above the ground. …Kairos has received funding from the Oil and Gas Climate Initiative, an industry organization whose members include Exxon Mobil Corp. and Chevron Corp. The companies in the organization have pledged to collectively cut average methane emissions to less than 0.25% of gas sold by 2025.

One reason companies are stepping up monitoring is that environmental activists are watching, using technology to record leaks as they seek to boost public awareness of methane emissions.  Sharon Wilson, an organizer for the advocacy organization Earthworks, visits the Permian almost every month to monitor leaks from oil and gas sites, using a hand-held infrared camera. She submits the footage as evidence in state regulatory complaints against energy companies and often posts it on YouTube…Earthworks has filed more than 100 complaints in Texas and New Mexico since the beginning of 2018. State regulators issued violations or compelled operators to make repairs or install new equipment in fewer than 10% of the instances as of July, according to estimates by the group.

Excerpts from Rebecca Elliott, The Leaks that Threaten the Clean Image of Natural Gas, WSJ,  Aug. 10, 2019

The Rolls Royce Nuclear Reactor

Small modular nuclear  reactors (SMRs) are relatively small and flexible: they have a power capacity of up to 300 MW(e) and their output can fluctuate in line with demand. This makes them particularly attractive for remote regions with less developed grids, but also for use as a complement to renewables and for non-electric applications of nuclear power. SMRs can be manufactured and then shipped and installed on site, so they are expected to be more affordable to build.

The Rolls Royce SMR is small enough to be transported by truck.

Globally, there are about 50 SMR designs and concepts at different stages of development. Three SMR plants are in advanced stages of construction or commissioning in Argentina, China and Russia, which are all scheduled to start operation between 2019 and 2022…Some SMR designs have features that could reduce the tasks associated with spent fuel management. Power plants based on these designs require less frequent refuelling, every 3 to 7 years, in comparison to between 1 and 2 years for conventional plants, and some are even designed to operate for up to 30 years without refuelling. Nevertheless, even in such cases, there will be some spent fuel left, which will have to be properly managed.

Excerpts from Small Modular Reactors: A Challenge for Spent Fuel Management? IAEA News, Aug. 8, 2019

Where to Go? 1 Million Tons Radioactive Water at Fukushima

In August 2019, Tepco projected that storage of radioactive water at the Fukushima nuclear plant would reach full capacity by around summer 2022 even after the expansion — the first time it has issued such a precise estimate.  According to Tepco, the Fukushima No. 1 plant had 960 massive tanks containing 1.15 million tons of treated water as of July 18, 2019. Water that has touched the highly radioactive melted fuel debris has been cleaned up through water treatment machines and is stored in the tanks, but the high-tech treatment machines are able to remove most radionuclides except tritium. The plant currently sees an increase of contaminated water by 170 tons a day, Tepco says.

Releasing tritium-tainted water into the sea in a controlled manner is common practice at nuclear power plants around the world, and it was generally considered the most viable option as it could be done quickly and would cost the least.  The head of the Nuclear Regulation Authority, Toyoshi Fuketa, has long said that releasing the treated water into the sea is the most reasonable option, but people in Fukushima, especially fishermen, fear it will damage the region’s reputation.

Addressing those concerns, the government panel, launched in November 2016, has been looking for the best option in terms of guarding against reputational damage. Injecting it into the ground, discharging it as steam or hydrogen, or solidification followed by underground burial have all been on the table. Under the current plan, Tepco is set to increase the tank space to store 1.37 million tons of water a total, but estimates show that will only last until summer 2022.  But the more space it creates, the bigger the decommissioning headache becomes.

Excerpts from KAZUAKI NAGAT, Fukushima nuclear plant to run out of tanks to store tritium-laced water in three years, Tepco says, Japan Times, Aug. 9, 2019
BY KAZUAKI NAGATA

The 2017 Nuclear Cloud: Unreported Nuclear Accidents

The probable culprit behind a mysterious cloud of radioactive particles detected floating above much of Europe in 2017 appears to have been identified. The radiation spike – in the form of an extremely high airborne concentration of the radioactive isotope ruthenium–106 – was detected by scientists in October 2017, but the source of the dramatic radiation surge (almost 1,000 times normal levels) was never definitively confirmed.  At the time, many speculated that nuclear facilities in Russia were responsiblefor what was perceived as an accidental ruthenium–106 release – despite denials at the time by Russian authorities.

Now new research looks to back up the Russian origin hypothesis, according to an international team of almost 70 scientists led by radionuclides researcher Olivier Masson from the Institut de radioprotection et de sûreté nucléaire (IRSN) in France.  “Based on airborne concentration spreading and chemical considerations, it is possible to assume that the release occurred in the Southern Urals region (Russian Federation),” the researchers explain in their new paper.

In what they claim is the most comprehensive assessment of the incident to date, Masson and his team analysed over 1,300 readings taken of the radioactive cloud, recorded by 176 measuring stations in almost 30 countries.  While the airborne radioactive matter released was not harmful to human health, it nonetheless constituted the most serious release of radioactive material since the Fukushima accident in 2011 – with maximum values of 176 millibecquerels of the isotope per cubic metre of air.

Shortly after the release, Russian officials suggested the radiation surge might have been due to a crashing satellite, with the isotope being released from the battery of a spacecraft re-entering Earth’s atmosphere.  “The measurements indicate the largest singular release of radioactivity from a civilian reprocessing plant,” says one of the researchers, radioecologist Georg Steinhauser from the University of Hanover.  Specifically, the new evidence – based on modelling of air mass movements around the time of the accident – indicates Russia’s Mayak nuclear complex in the southern Urals “should be considered as a likely candidate for the release”, the researchers conclude…

If the researchers’ modelling is correct, the accident occurred sometime in late September 2017, on either the 25th or 26th of the month – almost exactly 60 years to the day after one of the worst nuclear accidents in history at the same site: the Kyshtym disaster, ranked as the third most serious nuclear accident ever on the International Nuclear Event Scale.

Excerpts frorm  PETER DOCKRILL,  Mysterious Radioactive Cloud That Blanketed Europe Traced to Russian Nuclear Facility, Science Alert, July 30, 2019

How to Detect Nuclear Terrorism in Big Cities

According to DARPA, terrorist attacks involving the use of proliferated radiological and special nuclear materials pose a potential threat to U.S. citizens and servicemembers. Early detection of such materials and devices made from them is a critical part of the U.S. strategy to prevent attacks. Lower-cost and more sensitive detectors, along with innovative deployment strategies, could significantly enhance detection and deterrence of attack.

The SIGMA program aims to revolutionize detection and deterrent capabilities for countering nuclear terrorism. A key component of SIGMA thus involves developing novel approaches to achieve low-cost, high-efficiency, packaged radiation detectors with spectroscopic gamma and neutron sensing capability. The program will seek to leverage existing infrastructure to help enable these next-generation detectors and their deployment in order to demonstrate game-changing detection and deterrent systems.

The Defense Advanced Research Projects Agency fielded a sensor network to trace radioactive and nuclear materials during the Indianapolis 500 event on June 30, 2019

The Most Nuclearized Waters on the Planet: Arctic

Northern Norway saw a record number of 12 visiting NATO nuclear-powered submarines in 2018. The subs are in for supplies or crew change before continuing the cat-and-mouse hunt for Russian submarines sailing out in the strategically important waters between Norway, Iceland and Greenland.  It was here, in international waters outside Senja in Troms, the Russian Echo-II class submarine K-192 suffered a severe reactor coolant accident 30 years ago, on June 26th 1989. Radioactive iodine was leaking with the reactor-steam while the vessel was towed around the coast of northernmost Norway to the navy homeport at the Kola Peninsula.

Fearing similar accidents could happen again, Norway is pushing for international awareness to..A dedicated group, named ARCSAFE, was established under the Arctic Council in 2015 aimed at sharing knowledge and experiences between national radiation authorities and other rescue services.“Norway has suggested to form an expert group, where one of the tasks could be to look into a possible Arctic Council agreement for radiation emergencies, like already exists for oil spill and search- and rescue cooperation,” says Øyvind Aas-Hansen.

Meanwhile, international experts on radiation monitoring teamed up with industry developers looking at the potential for using unmanned aerial vehicles (UAVs) in the Arctic. …Some environments are too risky for humans to survey and collect data. A nuclear accident site is one such spot, also if it happens at sea. UAVs, better known as drones, could carry a geiger counter, camera or other tools in the air over hazardous objects like a submarine on fire. From safe distance, emergency response units could then be better prepared before boarding or sailing close-up.

The Barents Observer has recently published an overview  listing the increasing number of reactors in the Russian Arctic.  According to the list there are 39 nuclear-powered vessels or installations in the Russian Arctic today with a total of 62 reactors. This includes 31 submarines, one surface warship, five icebreakers, two onshore and one floating nuclear power plants.  Looking 15 years ahead, the number of ships, including submarines, and installations powered by reactors is estimated to increase to 74 with a total of 94 reactors, maybe as many as 114. Additional to new icebreakers and submarines already under construction, Russia is brushing dust of older Soviet ideas of utilizing nuclear-power for different kind of Arctic shelf industrial developments, like oil- and gas exploration, mining and research.  “By 2035, the Russian Arctic will be the most nuclearized waters on the planet,” the paper reads.

Other plans to use nuclear reactors in the Russian Arctic in the years to come include many first-of-a-kind technologies like sea-floor power reactors for gas exploration, civilian submarines for seismic surveys and cargo transportation, small-power reactors on ice-strengthen platforms.

In the military sphere, the Arctic could be used as testing sites for both Russia’s new nuclear-powered cruise-missile and nuclear-powered underwater weapons drone. Both weapons were displayed by President Vladimir Putin when he bragged about new nuclear weapons systems in his annual speech to the Federation Council last year.

For Norway and Russia, a nuclear accident in the Barents Sea could be disastrous for sales of seafood. The two countries export of cod and other spices is worth billions of Euros annually.

Excerpts from Arctic countries step up nuclear accident preparedness, Barents Observer, June 30, 2019.

The Nuclear Waste Dumps in the Arctic

Source: Nuclear Waste In the Arctic, RadioFreeEurope/RadioLiberty, July 12, 2109

Hunting Down Polluters: Repairing the Ozone Layer

CFC-11 is also known as trichlorofluoromethane, and is one of a number of chloroflurocarbon (CFC) chemicals that were initially developed as refrigerants during the 1930s. However, it took many decades for scientists to discover that when CFCs break down in the atmosphere, they release chlorine atoms that are able to rapidly destroy the ozone layer which protects us from ultraviolet light. A gaping hole in the ozone layer over Antarctica was discovered in the mid 1980s.  The international community agreed the Montreal Protocol in 1987, which banned most of the offending chemicals. Recent research suggests that the hole in the Northern Hemisphere could be fully fixed by the 2030s and Antarctica by the 2060s.

CFC-11 was the second most abundant CFCs and was initially seen to be declining as expected.However in 2018 a team of researchers monitoring the atmosphere found that the rate of decline had slowed by about 50% after 2012.  Further detective work in China by the Environmental Investigation Agency in 2018 seemed to indicate that the country was indeed the source. They found that the illegal chemical was used in the majority of the polyurethane insulation produced by firms they contacted.One seller of CFC-11 estimated that 70% of China’s domestic sales used the illegal gas. The reason was quite simple – CFC-11 is better quality and much cheaper than the alternatives.

This new paper seems to confirm beyond any reasonable doubt that some 40-60% of the increase in emissions is coming from provinces in eastern China.  Using what are termed “top-down” measurements from air monitoring stations in South Korea and Japan, the researchers were able to show that since 2012 CFC-11 has increased from production sites in eastern China.They calculated that there was a 110% rise in emissions from these parts of China for the years 2014-2017 compared to the period between 2008-2012.

“If we look at these extra emissions that we’ve identified from eastern China, it equates to about 35 million tonnes of CO2 being emitted into the atmosphere every year, that’s equivalent to about 10% of UK emissions, or similar to the whole of London.”  The Chinese say they have already started to clamp down on production by what they term “rogue manufacturers”. In  November 2018, several suspects were arrested in Henan province, in possession of 30 tonnes of CFC-11.

Excerpts from Matt McGrath,  Ozone layer: Banned CFCs traced to China say scientists, BBC, May 22, 2019

How Companies Buy Social License: the ExxonMobil Example

The Mobil Foundation sought to use its tax-exempt grants to shape American laws and regulations on issues ranging from the climate crisis to toxic chemicals – with the explicit goal of benefiting Mobil, documents obtained by the Guardian newspaper show.  Recipients of Mobil Foundation grants included Ivy League universities, branches of the National Academies and well-known civic organizations and environmental researchers.  Benefits for Mobil included – in the foundation’s words – funding “a counterpoint to so-called ‘public interest’ groups”, helping Mobil obtain “early access” to scientific research, and offering the oil giant’s executives a forum to “challenge the US Environmental Protection Agency (EPA) behind-the-scenes”….

A third page reveals Mobil Foundation’s efforts to expand its audience inside environmental circles via a grant for the Environmental Law Institute, a half-century-old organization offering environmental law research and education to lawyers and judges.  “Institute publications are widely read in the environmental community and are helpful in communicating industry’s concerns to such organizations,” the entry says. “Mobil Foundation grants will enhance environmental organizations’ views of Mobil, enable us to reach through ELI activities many groups that we do not communicate with, and enable Mobil to participate in their dialogue groups.”

The documents also show Mobil Foundation closely examining the work of individual researchers at dozens of colleges and universities as they made their funding decisions, listing ways that foundation grants would help shape research interests to benefit Mobil, help the company recruit future employees, or help combat environmental and safety regulations that Mobil considered costly.  “It should be a wake-up call for university leaders, because what it says is that fossil fuel funding is not free,” said Geoffrey Supran, a postdoctoral researcher at Harvard and MIT.  “When you take it, you pay with your university’s social license,” Supran said. “You pay by helping facilitate these companies’ political and public relations tactics.”

In some cases, the foundation described how volunteer-staffed not-for-profits had saved Mobil money by doing work that would have otherwise been performed by Mobil’s paid staff, like cleaning birds coated in oil following a Mobil spill.  In 1987, the International Bird Rescue Research Center’s “rapid response and assistance to Mobil’s West Coast pipeline at a spill in Lebec, CA not only defused a potential public relations problem”, Mobil Foundation said, “but saved substantial costs by not requiring our department to fly cross country to respond”.d of trustees at the Woods Hole Oceanographic Institution (recipient of listed donations totalling over $200,000 from Mobil) and a part of UN efforts to study climate change.

Wise ultimately co-authored two UN Intergovernmental Panel on Climate Change reports, serving as a lead author on one. One report chapter Wise co-authored prominently recommended, among other things, burning natural gas (an ExxonMobil product) instead of coal as a way to combat climate change.

Excerpts from How Mobil pushed its oil agenda through ‘charitable giving’, Guardian, June 12, 2019

Institutions Go Away But Not Nuclear Waste

The Trump administration  is asking Congress for money to resume work on the Yucca Mountain nuclear waste storage in Nevada.  But that may not end local opposition or a longstanding political stalemate. And in the meantime, nuclear plants are running out of room to store spent fuel….As the waste piles up, private companies are stepping in with their own solutions for the nation’s radioactive spent fuel. One is proposing a temporary storage site in New Mexico, and another is seeking a license for a site in Texas.

Most experts agree that what’s needed is a permanent site, like Yucca Mountain, that doesn’t require humans to manage it.  “Institutions go away,” says Edwin Lyman, acting director of the Nuclear Safety Project at the Union of Concerned Scientists. “There’s no guarantee the owner will still be around for the duration of time when that waste remains dangerous, which is tens or hundreds of thousands of years.”

A California company says it has a viable plan for permanent storage. Deep Isolation wants to store spent fuel in holes drilled at least 1,000 feet underground in stable rock formations. The company says the waste would be separate from groundwater and in a place where it can’t hurt people.  “I like to imagine having a playground at the top of the Deep Isolation bore hole where my kids and I can go play,” says CEO Elizabeth Muller.  In November 2018, Muller’s company conducted a test north of Austin, Texas. Crews lowered an 80-pound canister into a drilled hole. It was a simulation, so no radioactive substances were involved. The goal was to determine whether they could also retrieve the canister.  The test was successful, and that’s important. Regulators require retrieval, because new technology could develop to better deal with the spent fuel. And the public is less likely to accept disposal programs that can’t be reversed, according to the International Atomic Energy Agency.

Proving the waste can be retrieved may be the easy part. The bigger challenge is federal law, which doesn’t allow private companies to permanently store nuclear waste from power plants.  Current law also says all the waste should end up at Yucca Mountain in Nevada. By contrast, Deep Isolation’s technology would store waste at sites around the country, likely near existing nuclear power plants.

Jeff Brady, As Nuclear Waste Piles Up, Private Companies Pitch New Ways To Store It, NPR, Apr. 30, 2019

From Nuclear Powerhouse to Nuclear Mafia: South Korea

South Korea, which is roughly the size of Indiana, eventually became the most reactor-dense country in the world, with 23 reactors providing about 30% of the country’s total electricity generation…. South Korea’s reactors…are mostly packed into a narrow strip along the densely populated southeastern coast. The density was a way of cutting costs on administration and land acquisition. But putting reactors close to one another—and to large cities—was risky. … 

In December 2009, the UAE had awarded a coalition led by Korea Electric Power Corporation (KEPCO) a $20 billion bid to build the first nuclear power plant in the UAE. Barakah was chosen as the site to build four APR-1400nuclear reactors successively.  In 2012 to Park Geunhye the newly elected president pledged to increase South Korea’s reactor fleet to 39 units by 2035 and making sales trips to potential client states such as the Czech Republic and Saudi Arabia bulding on prior success like the UAE deal mentioned above. …


Barakah under construction in UAE

But on September 21, 2012, officials at Korea Hydro & Nuclear Power (KHNP), a subsidiary of the Korea Electric Power Corporation (KEPCO),  received an outside tip about illegal activity among the company’s parts suppliers. Eventually, an internal probe had become a full-blown criminal investigation. Prosecutors discovered that thousands of counterfeit parts had made their way into nuclear reactors across the South Korea, backed up with forged safety documents. KHNP insisted the reactors were still safe, but the question remained: was corner-cutting the real reason they were so cheap?

Park Jong-woon, a former manager who worked on reactors at KEPCO and KHNP until the early 2000s, believed so. He had seen that taking shortcuts was precisely how South Korea’s headline reactor, the APR1400, had been built…After the Chernobyl disaster in 1986, most reactor builders had tacked on a slew of new safety features.KHNP followed suit but later realized that the astronomical cost of these features would make the APR1400 much too expensive to attract foreign clients.“They eventually removed most of them,” says Park, who now teaches nuclear engineering at Dongguk University. “Only about 10% to 20% of the original safety additions were kept.”  Most significant was the decision to abandon adding an extra wall in the reactor containment building—a feature designed to increase protection against radiation in the event of an accident. “They packaged the APR1400 as ‘new’ and safer, but the so-called optimization was essentially a regression to older standards,” says Park. “Because there were so few design changes compared to previous models, [KHNP] was able to build so many of them so quickly.”

Having shed most of the costly additional safety features, KEPCO was able to dramatically undercut its competition in the UAE bid, a strategy that hadn’t gone unnoticed. After losing Barakah to KEPCO, Areva CEO Anne Lauvergeon likened the Korean nuclear plant to a car without airbags and seat belts. At the time Lauvergeon’s comments were dismissed as sour words from a struggling rival.

By the time it was completed in 2014, the KHNP inquiry had escalated into a far-reaching investigation of graft, collusion, and warranty forgery; in total, 68 people were sentenced and the courts dispensed a cumulative 253 years of jail time. Guilty parties included KHNP president Kim Jong-shin, a Kepco lifer, and President Lee Myung-bak’s close aide Park Young-joon, whom Kim had bribed in exchange for “favorable treatment” from the government.

Several faulty parts had also found their way into the UAE plants, angering Emirati officials. “It’s still creating a problem to this day,” Neilson-Sewell, the Canadian advisor to Barakah, told me. “They lost complete faith in the Korean supply chain.”

Excerpts from Max S. Kim,  How greed and corruption blew up South Korea’s nuclear industry, MIT Technology Review, April 22, 2019