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There are three fossil fuels we must stop burning if we are to save our planet: coal, oil, and methane (aka “natural”) gas. Coal is declining precipitously. Scientists think we hit peak coal in 2013, and American use of coal has fallen by over 50% in the last 10 years (though, we need to quickly nail this coffin closed considering how dirty and polluting coal is). Oil is seeing the writing on the wall as major automakers commit to electric vehicles. Many think 2019 may have been the year we hit peak oil, and EVs are expected to make the internal combustion engine a “historical technology” by 2040. The faster we historicize petroleum, the better, so please buy that electric car or e-bike today. 

Natural gas (aka methane) now comes into sight as the next fossil fuel we need to banish in the quest to rescue ourselves from the most catastrophic climate catastrophe. Burning methane is currently responsible for nearly 25% of all carbon emissions in the US, and its use is growing. Methane is also deeply embedded in many of our homes, and this will make it a challenge to extricate. We aren’t anywhere near hitting peak natural gas usage on our current trajectory.

But, as of recently, some American cities, mostly in California, have recognized the need to eliminate gas and slowly get us off the fossil sauce. In 2019, these leading cities did something that had never been done in the history of our species — they started banning future use of methane in new construction. The idea has been to stop digging a hole that we have to quickly climb out of, so they legislated that no new homes or buildings should be built with methane hookups. This will avoid costly retrofits later. The city-led ban began in California, has reached over 50 cities, and is spreading up the West Coast like a good kind of wildfire. 

Enter “Renewable” Natural Gas

Any entrenched industry will fight with all its might not to disrupt revenue streams, regardless of the effects of their products on humanity (see: oxycontin and tobacco). So, it is to be expected that methane peddlers will spend the next crucial decades resisting efforts to ban their product. They’ll use lots of arguments to slow humanity’s inexorable push towards a fossil fuel future. The most ingenious/insidious one that we must quickly debunk is that their carbon polluting fuel is actually clean or has the potential to become so.

Enter, stage right, “renewable natural gas,” or RNG, a brilliant buzzword for a product that companies are counting on consumers to believe in, to continue with business mostly as usual. Renewable natural gas is methane that comes from biological sources like human and cow sewage or landfills. It differs from current methane, which is fracked from the earth’s interior, some of which escapes through pipes, while the rest is burned, adding to our dangerous warming blanket. RNG harnesses methane being created anyway and thus, doesn’t add new layers to our greenhouse problem. A group of nonprofits in my region just released an in-depth look at renewable natural gas and the numbers aren’t good. 

How to Make Renewable Natural Gas — Anaerobic Digestion and Gasification

Before we can examine how much RNG our society will be able to realistically produce, let’s briefly talk about the two ways to make renewable natural gas. Even though, as we’ll shortly see, RNG won’t come remotely close to meeting our current gas demand, it still has the potential to be an important, lower-carbon tool in reducing the emissions of hard-to-decarbonize applications (like industry). 

The first way to make RNG is through anaerobic digestion technology. This is a process where bacteria eat waste in an atmosphere that doesn’t contain oxygen (anaerobic). Sewage treatment plants and pig farms use this process. They gather fecal matter, bring bacteria to a specific temperature, do a lot of other magic in pipes, and out comes methane gas. Landfills are another source of this methane as wasted food and other fun stuff are eaten by bacteria underground and methane is created as a byproduct.

The second way to make RNG is through thermal gasification, which “uses energy to turn agriculture and commercial forest harvest residues” into something called Syngas. Syngas can then be converted to methane with more processing. According to a large survey by the State of Oregon, “There are currently no commercial-scale thermal gasification plants in the United States that convert biomass into methane. The existing plants produce syngas, which is burned and used to generate heat and electricity.” So thermal gasification is a potentially important, but unproven technology that should not make us believe that we can simply keep burning gas in our homes. 

How Much Renewable Natural Gas Could We Conceivably Produce?

In the 2018 Oregon study cited above, (which had many gas industry officials involved in its writing) researchers looked at what we could optimistically hope for from RNG production. The numbers aren’t good. The potential for anaerobic digestion is 4.6% while the potential for thermal gasification is 17.5% of current natural gas usage in the state. So RNG could potentially cover 20% of the methane gas we use today, assuming significant investments in technology and distribution systems that do not exist today – in other words and not anytime soon.Think about it. We could work our tushies off over the next couple, crucial decades, to try to decarbonize natural gas pipes, while the planet is heating up and wildfire smoke is crossing our country coast to coast, and after crucial time and work, we’d still be using 80% fracked, fossil natural gas. If that’s not backing the wrong horse, then I don’t know what is. 

Oregon’s numbers are similar to national numbers. Another study found that, nationally, we could hope for about 16% renewable natural gas, and again, this is far in the future and only if we invest heavily in RNG.

Compare that to electricity as a fuel, and you’ll see a stark difference. Right now, the national electric grid gets 20% of its power from renewables and 20% from nuclear, making electricity 40% carbon free. Biden wants to get to 100% by 2035. Oregon recently passed a law to get to 80% clean electricity by 2030 and 100% by 2040. Wind and solar are carbon neutral and are the cheapest and most installed forms of new energy generation. We have the roadmap and the tools to completely decarbonize electricity over the next 10–20 years and are doing so faster than anyone expected. Clean electricity is real, proven, happening and the horse we should be backing. 

Electrifying our house and capping our natural gas pipe was one of the best things my family has done for the climate.

Other problems with renewable natural gas

There are other significant problems with renewable natural gas which are highlighted in depth in this brilliant article by Laura Feinstein and Eric de Place. Renewable natural gas isn’t even zero carbon. It is true that it often comes from existing sources of methane, but often those sources of methane could be avoided. Take landfills for example. When we toss food scraps into landfills it creates methane. We could capture that methane to make renewable natural gas or we could compost the food scraps like many cities and nations do, and avoid making that methane in the first place and get the benefits of richer, healthier soil in our communities. Relying on renewable natural gas could thus lock us into wasteful, inefficient practices when other options exist. 

Another significant problem is that RNG costs a lot to make. A million BTUs of methane gas currently costs $3. The median cost for the equivalent amount of RNG is about 6 times that, at $18. Yipes! Imagine telling consumers that their gas bills are going to sextuple, and you’ll start to see how viable RNG is as a long term solution. 

Scratch the surface, and it’s easy to see how RNG meets the classic definition of a red herring; “something that misleads and distracts us from a relevant or important question.” There won’t be very much of it, and it’s going to be very expensive. Let’s not get sidetracked from real climate solutions. When our local methane suppliers use the word “renewable” to keep pumping fossils into our homes, we need to understand that this is at best a stalling tactic and a greenwash to distract from the dangers of methane gas. Let’s stay focused on more realistic solutions for heating our homes and addressing the climate crisis like electrification.

I’ll be co-hosting a free webinar with Electrify Now on “The Future of Natural Gas” on Wednesday, September 22. Register and get more information here

Check out this in-depth report on methane gas released by a coalition of 62 organizations recently. 

Related: Natural Gas Leaks Deadly For Trees (Video)

 

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CATL unveils world’s first LFP battery with 4C ultra-fast charging for 370-mi in 10 mins

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CATL unveils world's first LFP battery with 4C ultra-fast charging for 370-mi in 10 mins

A new EV battery that can add 370 miles (600 km) range in 10 minutes? China’s CATL introduced its new Shenxing Plus EV battery, capable of just that. CATL claims the new EV battery is the world’s first with 4C ultra-fast charging and +620 miles (1,000 km) CLTC range.

CATL reveals world’s first 4C ultra-fast charging battery

CATL continues advancing EV battery tech as it aims to develop longer-range, faster charging units.

The EV battery giant dominates the industry after leading again in 2023 for the seventh straight year. CATL’s EV battery consumption reached 259.7 GWh last year. Meanwhile, total battery consumption rose to 705.5 GWh globally.

CATL’s share of the market reached as high as 36.8% in 2023, nearly 21% ahead of its closest rival, BYD.

Last summer, CATL revealed its Shenxing SuperFast Charging Battery, capable of adding 248 miles (400 km) in 10 minutes.

Its latest battery, Shenxing Plus, uses cheaper, more advanced lithium iron phosphate for even faster charging.

CATL said the new EV battery is the world’s first with 4C ultra-fast charging and +620 miles (1,000 km) CLTC long-range capabilities. The new battery can gain a one-km range in as little as one minute. Even at extreme temperatures as low as -20°C (-4°F), the new battery offers superfast charging.

To improve the energy density, CATL introduced its in-house 3D honeycomb material. As a result, the Shenxing Plus has an energy density of 205 Wh/kg, comparable to most traditional NCM batteries.

LFP batteries are typically cheaper but are known to offer lower energy density. CATL’s new battery looks to change that.

In January, CATL said it would reduce the cost of LFP batteries per kWh by a massive 50% by the middle of 2024. It looks like it’s well on its way. You can watch CATL’s 2024 product launch below.

CATL 2024 product launch (Source: CATL)

Electrek’s Take

With cheaper, more efficient EV batteries coming out of China, the country looks to solidify its position as the world’s largest electric car market.

In February, CATL formed an “all-star” lineup with other Chinese automakers and battery makers, such as BYD and NIO, to develop new solid-state batteries.

BYD and CATL already supply batteries to Tesla, Ford, BMW, Toyota, Kia, Mercedes-Benz, and Toyota. With even cheaper, more advanced battery tech launching, CATL is enabling more buyers globally to go electric.

Although most automakers have announced plans to develop batteries, how do they plan to keep up with CATL if it’s already this far ahead?

Source: CarNewsChina, CATL

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Oil prices pull back as U.S. economic growth disappoints

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Oil prices pull back as U.S. economic growth disappoints

A view of oil-well in action during sunset at Elk Hills Oil Field as gas prices on the rise in California, United States on April 14, 2024. 

Tayfun Coskun | Anadolu | Getty Images

Crude oil futures pulled back Thursday after U.S. economic growth disappointed.

Gross domestic product was much softer than expected in the first quarter, coming in at 1.6% on an annualized basis compared with 2.4% expected by a Dow Jones survey of economists.

Slower economic growth can weigh on crude oil demand. Prices turned negative after moving higher earlier in the session.

Here are today’s energy prices:

  • West Texas Intermediate June contract: $82.45 a barrel, down 36 cents or 0.43%. Year to date, U.S. oil has gained about 15%.
  • Brent June contract: $87.62 a barrel, down 40 cents or 0.45%. Year to date, the global benchmark has added about 14%.
  • RBOB Gasoline May contract: $2.72 a gallon, down 0.36%. Year to date, gasoline futures are up about 29%.
  • Natural Gas May contract: $1.62 per 1,000 cubic feet, down 1.63%. Year to date, gas is down about 35%.

Oil prices closed lower Wednesday as Goldman Sachs saw a slightly bearish market with global inventories on the rise. U.S. crude is down about 1% this week while Brent is up 0.3%.

Oil Prices, Energy News and Analysis

Crude oil futures have shed $2.50 in geopolitical risk premium since last week as tensions between Israel and Iran have eased, according to analysts at Piper Sandler.

Oil prices are currently moving sideways but downside risk seems limited, Jan Stuart, Piper’s energy analyst, told clients in a research note.

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WTI v. Brent

Piper has reduced the odds of a U.S. recession to a coin flip, Stuart said. Unemployment is low, sentiment is OK and the outlook is not bad, he said. This means growing demand for oil with refiners running closer to capacity and smaller capacity additions, Stuart said.

Don’t miss these stories from CNBC PRO:

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Gogoro’s new lower-cost electric scooter breaks sales records, begins shipping

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Gogoro's new lower-cost electric scooter breaks sales records, begins shipping

After recently launching its newest electric scooter, the Gogoro JEGO Smartscooter, deliveries of the hot-selling electric scooters are ready to begin. This marks a new page for Gogoro, the world’s largest battery-swapping network operator, and makes swappable battery electric scooters more affordable than ever.

The Gogoro JEGO launched in Taiwan last month, quickly racking up over 6,500 fully-paid pre-orders in that short time.

Gogoro already dominates the local market with around a 90% share of new electric scooter registrations in Taiwain. According to Gogoro, JEGO sales are showing the strongest demand for a Gogoro vehicle since the beginning of the pandemic.  The company’s domestic market of Taiwan is by far its largest, though Gogoro scooters and battery swapping stations have now expanded to much of Asia as Gogoro expands its footprint.

With an introductory price that drops as low as just US $760 after government subsidies, the JEGO is positioned as an affordable new model to open up the local market further and entice more price-sensitive combustion engine scooter riders.

The scooter was built around Gogoro’s well-known battery standard, allowing one or two battery packs to power the vehicle around cities and urban areas. Riders buy the scooter but don’t own the batteries, instead subscribing to a swapping plan. That helps reduce the price of the scooter further and ensures Gogoro can get the longest life out of the batteries possible via intelligent charging and swapping doctrines. Having started its swapping programs back in 2015, Gogoro has learned that its batteries are lasting even longer than originally anticipated, with a new estimated lifespan of around 12 years.

An affordable new battery-swapping subscription plan was also announced along with the JEGO, offering new riders a US $7/month plan to cover up to 1,000 km (621 miles) of riding per month when signing up for a three-year plan.

The JEGO’s goal of converting existing combustion engine scooter riders over to electric seems to be working well.

“JEGO has touched a positive chord with a new market segment of Taiwan riders – nearly all of our 6,500 pre-order customers are first-time EV riders. They are looking for a smart, convenient, and sustainable vehicle and are not just embracing JEGO’s innovation and design but also access to Gogoro’s vast battery-swapping network,” said Horace Luke, founder and CEO of Gogoro. “Initial JEGO sales are surpassing our expectations and showing the strongest demand we’ve seen since the beginning of the pandemic. With deliveries beginning this week, we expect to realize JEGO’s pre-order revenue this quarter.”

At the same time as Gogoro expands its entry-level offering with the JEGO, Gogoro is also preparing for the rollout of its recently revealed premium-level Gogoro Pulse. That high-performance model, which also uses the same Gogoro swappable battery packs, includes a number of automotive-style features never before seen in the electric scooter market.

The dual-pronged approach reveals Gogoro’s ability to innovate on both ends of the market, serving both entry-level riders and higher-performance enthusiasts.

gogoro battery swap

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