From: Morning Consult
To: Scott Jenkins,
Subject: Morning Consult Energy: Climate March Draws 400,000; Siemens Betting On U.S. Oil Boom
Date: Mon Sep 22 13:17:29 MDT 2014


By Emily Holden (@emilyhholden)



Today’s Washington Brief:

  • Nearly 400,000 people attended a climate march in Manhattan yesterday ahead of a U.N. summit on Tuesday, Wall Street Journal's Joe Jackson reports

  • While world leaders talk climate change, companies are pledging their own action. Mars Inc. will phase out fossil-fuel use, Unilever NV will endorse a tax on carbon and Statoil ASA and five other oil and gas producers will pledge to plug methane leaks. Bloomberg's Mark Drajem has the story.

  • New Jersey Democrat Frank Pallone picked up support in his bid to become ranking member of the Energy and Commerce Committee next year, E&E's Nick Juliano reports


Today’s Business Brief:


  • Germany's Siemens AG is betting on the U.S. energy boom by buying oilfield equipment company Dresser Rand Inc. for $7.6 billion, Fortune reports

  • Galveston is being eyed for a $6 billion liquefied natural gas export terminal, according to Houston Chronicle's Rhiannon Meyers. Meanwhile, Kinder Morgan Energy Partners is spending more than $1.5 billion in Houston to build "the most flexible oil and fuel transport hub in the country," according to Reuters

  • Wall Street Journals' Russell Gold and Chester Dawson explain how oil and rail companies have developed a mutual dependence driven by powerful economics, despite safety concerns. 



Today's Chart Review: 



American Gusher: The United States of oil

from Fortune by Anne VanderMey





Mark Your Calendars (All Times Eastern): 


Monday: Clean Energy States Alliance 2014 National Summit on RPS @ 9 am 

Monday: U.N. Climate Summit march @ 9 am and sit-in @ Noon 

Monday: American Gas Association lessons from the winter heating season @ 10 am 

Monday: Hamilton Project forum on economic costs of climate change  @ 4 pm

Tuesday: U.N. Climate Summit @ 8 am

Tuesday: Energy 2030 Summit on state and federal policy and productivity @ 8 am

Tuesday: United States Energy Association talk on carbon capture site @ 10 am

Wednesday: United States Energy Association book discussion on renewable energy @ 10 am

Wednesday: International Institute for Strategic Studies talk on energy security/Ukraine @ 10 am

Wednesday: American Council on Renewable Energy outlook webinar @ Noon

Wednesday: Heritage Foundation book discussion on global warming @ 2 pm

Thursday: Resources for the Future forum with remarks by EPA's McCarthy @ 10 am

Thursday: Bipartisan Policy Center talk on early action and the EPA's carbon emissions proposal @ 10 am


1-10: General
11-16: Oil
17: Natural Gas
18: Utilities and Infrastructure
19-22: Renewables




23: Morning Consult  
24-25: Bloomberg 
26: Wall Street Journal 

27: Los Angeles Times 



28: Global Carbon Project
29: 60 Plus Association  






1) Hundreds of Thousands Attend Climate March

from Wall Street Journal by Joe Jackson 


Hundreds of thousands of people from across the city and around the world marched through the streets of Manhattan on Sunday to raise awareness of global warming. The People's Climate March, billed by its organizers as the largest event of its kind, drew former U.S. Vice President and Nobel Peace Prize winner Al Gore, New York City Mayor Bill de Blasio, and performing artists Leonardo DiCaprio, Mark Ruffalo and Sting. Organizers estimated attendance at nearly 400,000 people, with demonstrators coming from as far away as Brazil, Papua New Guinea, Indonesia, the Philippines, Nicaragua and Panama.


2) Companies Pledging Action as Leaders Set to Talk Climate


3) Climate activists not ready for Hillary

from MSNBC by Alex Seitz-Wald 


Some of the prominent environmental activists who gathered Sunday in New York City for a massive climate change march are not ready to support Hillary Clinton if she decides to run for president. “I think Hillary Clinton has an awful lot to demonstrate to environmentalists and people who care about climate change,” Bill McKibben, the founder of, who helped organize the march, told msnbc. “She oversaw the complete fiasco that was the Copenhagen Conference as secretary of state. That was the biggest foreign policy failure since Munich. It’s not a proud record.” 


4) Rockefellers, Heirs to an Oil Fortune, Will Divest Charity From Fossil Fuels

from New York Times by John Schwartz


John D. Rockefeller built a vast fortune on oil. Now his heirs are abandoning fossil fuels. The family whose legendary wealth flowed from Standard Oil is planning to announce on Monday that its $860 million philanthropic organization, the Rockefeller Brothers Fund, is joining the divestment movement that began a couple years ago on college campuses.


5) Unions join the climate fight

from Fortune by Michael Casey 


Labor once opposed more environmental regulations to preserve jobs. But its position is slowly shifting with the increase in the number of green jobs.


6) Siemens bets big on shale with $7.6 billion Dresser-Rand purchase

from Fortune by Geoffrey Smith 


Europe’s largest engineering company wants a piece of the U.S. energy boom, and is ponying up for it pretty handsomely. Germany’s Siemens AG said Monday it has agreed to buy Dresser Rand Inc.  for $7.6 billion,in another big-money vote of confidence in the sustainability of the U.S.’s boom in oil and gas production.


8) Repairing a Frayed Connection

from Roll Call by Geof Koss


...The political atmosphere, though, may be changing for the Energy Department as Secretary Ernest J. Moniz enters his second year in office. The former MIT physicist with the floppy gray hair has juggled seemingly incongruous roles as chief spokesman for the administration’s climate strategy as well as a defender of the very fossil fuels that are warming the atmosphere. His political savvy and candor have gained him respect among even some Republicans, though critics still scoff at the administration’s professed support for coal, crude and natural gas.


9) China Surpasses EU in Per-Capita Pollution for First Time


10) U.S. Stock-Index Futures Fall as China Damps Policy Bets




11) Dangers Aside, Railways Reshape Crude Market

from Wall Strett Journal by Russell Gold and Chester Dawson 


...Today, 1.6 million barrels of oil a day are riding the rails, close to 20% of the total pumped in the U.S., according to the Energy Information Administration, chugging across plains and over bridges, rumbling through cities and towns on their way to refineries on the coasts and along the Gulf of Mexico. If all the railcars loaded with crude on one day were hitched to a single locomotive, the resulting train would be about 29 miles long. Initially conceived of as a stopgap measure until pipelines could be constructed, and plagued by high-profile safety problems, crude by rail has nevertheless become a permanent part of the nation's energy infrastructure, experts say. Even pipeline companies have jumped into the rail business, building terminals to load and unload crude. Behind the new industry are powerful economics. 


12) Pump Prices in U.S. Fall to Lowest Since February


13) Kinder Morgan builds out Gulf Coast logistics hub in U.S. oil boom

from Reuters by Kristen Hays and Terry Wade 


To capitalize on a flood of domestic and Canadian crude into the U.S. Gulf Coast, logistics giant Kinder Morgan Energy Partners is spending more than $1.5 billion in Houston to build the most flexible oil and fuel transport hub in the country.


14) Exxon winds down drilling as U.S. sanctions hit Russia

from Reuters by Timothy Gardner


Exxon Mobil said on Friday it will wind down drilling in Russia's Arctic in the face of U.S. sanctions targeting Western cooperation with Moscow's oil sector, after the Obama administration granted a brief extension to safely mothball its operations. Washington extended sanctions on Russia last week over its aggression in Ukraine. The new measures seek to stop billions of dollars worth of cooperation between Western and Russian energy companies on oil drilling in Russia's Arctic, in Siberia and offshore. Companies have until Sept. 26 to stop the work.


15) New indictment against former BP executive

from Houston Chronicle (AP)


A federal grand jury has issued a new indictment against a former BP executive charged with obstructing a congressional investigation into the 2010 Gulf of Mexico oil spill. Friday’s superseding indictment makes adjustments to existing obstruction of Congress and false statement charges against David Rainey, who faces a March 9 trial. It follows months of appeals over whether Rainey could be tried on the obstruction charge. Ultimately, an appeals court said that he could.


16) Drillers can return to fight oil slump after Scotland’s ‘No’

from Houston Chronicle by Tony Barrett and Nidaa Bakhsh (Bloomberg)


U.K. oil companies can stop fretting about Scottish independence and go back to combating a slump in output that’s the steepest of any major producer. Royal Dutch Shell Plc Chief Executive Officer Ben van Beurden and BP Plc head Bob Dudley were among those who said before yesterday’s referendum that keeping Britain’s 307-year union was good for the oil industry. Both companies led development of the North Sea in its production heyday during the 1970s and ’80s, when the Scottish National Party first cried the slogan “It’s our oil!”


Natural Gas


17) Galveston eyed for $6 billion LNG export terminal

from Houston Chronicle by Rhiannon Meyers 


A Woodlands-based liquefied natural gas company is considering building a $6 billion export plant on a small island north of Galveston once slated for a LNG import terminal that never materialized.



Utilities and Infrastructure



18) Hackers use old-school techniques to infiltrate energy outfits

 from E&E by Blake Sobczak


The strange phone calls trickled into the undisclosed NRG Energy Inc. plant over two days in mid-March. Four separate people -- three men and one woman -- called NRG personnel in two departments seeking access to personal computer passwords and IP addresses. They likely claimed to be from tech support, but their true identities and whereabouts are unknown.





19) Big Factories Go to Work on Biofuel

from New York Times by Diane Cardwell 


...With three major commercial plants in some stage of opening, the business finally appears poised to take off...But the industry still faces deep uncertainties. The federal government is considering pulling back from an important mandate, one that producers say is necessary if their large-scale plants are to succeed.

At the same time, the market is struggling to absorb the ethanol already in production. And many technical hurdles remain, which is where farmers like Mr. Kollasch come in.


20) Obama admin inks 'game changer' deals with biorefineries

from E&E by Annie Snider


The Obama administration's hard-fought effort to use military purchasing power to spur the creation of a commercial-scale biofuel industry took a major step forward this morning with the awarding of three new fuel contracts. Together, the contracts are for the production of more than 100 million gallons per year of drop-in biofuels to be used in military jets and ships. The weighted average price of the fuel under the contracts is $3.45 a gallon, the administration said -- roughly the price for conventional military fuels and far less than the $27 a gallon the Navy paid for 450,000 gallons of biofuels for use in exercises in 2012.


21) U.S. schools quickly climbing learning curve in solar power

from E&E by Daniel Cusick


America's K-12 schools are among the fastest adopters of solar power in the United States, with an estimated 3,000 new solar installations coming online between 2008 and 2012, a fivefold increase, according to a new study from the Solar Foundation and the Solar Energy Industries Association. The output from today's 3,752 solar-equipped schools is on the order of 490 megawatts, enough to power tens of thousands of classrooms while offsetting nearly 443,000 metric tons of carbon dioxide emissions annually, according to the solar organizations, whose findings were published yesterday in a nationwide survey.


22) Merkel’s Taste for Coal to Upset $130 Billion Green Drive


When Germany kicked off its journey toward a system harnessing energy from wind and sun back in 2000, the goal was to protect the environment and build out climate-friendly power generation. More than a decade later, Europe’s biggest economy is on course to miss its 2020 climate targets and greenhouse-gas emissions from power plants are virtually unchanged. Germany used coal, the dirtiest fuel, to generate 45 percent of its power last year, the highest level since 2007, as Chancellor Angela Merkel is phasing out nuclear in the wake of the Fukushima atomic accident in Japan three years ago.





23) Setting Your Public Affairs Strategy in a New Energy Era

from Morning Consult by Gloria Story Dittus, Story Partners  


...The key challenge facing energy companies is avoiding what can be called “dynamic gridlock.” A large and dynamic sector like energy will inherently be one that’s rapidly evolving. More often than not, it moves too rapidly for the regulators in Washington to keep up.  How do you deploy a public affairs strategy to avoid getting stuck on the losing side—or avoid the dynamic gridlock altogether? It’s about balanced message, balanced approach, and balanced allies.


24) Just Another Climate Summit?

from Bloomberg


It's tempting to dismiss the United Nations climate summit that starts Tuesday in New York as nothing but an occasion for meetings,marching and platitudes. There'll be plenty of each, no doubt -- to say nothing of Leonardo DiCaprio's speech as UN messenger for peace on climate change, a treat for cynics of all nationalities. Despite all that, the gathering of 125 world leaders isn't a waste of time. A main purpose is to highlight efforts under way to cut greenhouse-gas emissions -- and to demonstrate that progress is feasible, affordable and happening. Because the need to build political support for stronger action is paramount, that's a crucial message.


25) Fixing Climate Change Will Never Be Free

from Bloomberg by Megan McArdle


Is fixing climate change free? That’s the suggestion of an international blue-ribbon panel in a new report, which has been enthusiastically embraced by people who would like to fix climate change. “This may sound too good to be true, but it isn’t," Paul Krugman says. "These are serious, careful analyses.”

I hate to be the person to pour cold water on this, but I happen to have this bucket right here …


26) Climate Science Is Not Settled

from Wall Street Journal by Steven E. Koonin


The idea that "Climate science is settled" runs through today's popular and policy discussions. Unfortunately, that claim is misguided. It has not only distorted our public and policy debates on issues related to energy, greenhouse-gas emissions and the environment. But it also has inhibited the scientific and policy discussions that we need to have about our climate future.


27) 'Assisted migration' may save some species from climate change doom

from Los Angeles Times by Thomas B. Smith


With the rate of global warming now faster than at any time in the last 65 million years, we are facing increasing threats to the biodiversity of the planet — something scientists have started to call the next great extinction. Even under moderate scenarios of warming, recent studies suggest we may lose 40% of all African mammals and 100% of coral reefs by the end of the century. Some species are managing to cope by heading toward the poles. The range of the British Comma butterfly, for example, has moved northward 137 miles in the last 20 years. But the demise of other species is almost inevitable. 





28) Global Carbon Budget 2014
from Global Carbon Project


Carbon dioxide (CO2) emissions from fossil fuel burning and cement production increased by 2.3% in 2013, with a total of 9.9±0.5 GtC (36 GtCO2) emitted to the atmosphere. These emissions were the highest in human history and 61% higher than in 1990 (the Kyoto Protocol reference year). In 2013, coal burning was responsible for 43% of the total emissions, oil 33%, gas 18%, cement 5.5%, and gas flaring 0.6%. Emissions are projected to increase by 2.5% in 2014, to a record high of 10.1±0.5 GtC (37±1.9 GtCO2), 65% above emissions in 1990.


29) Strong Majority of Seniors Are Concerned About New EPA Regulations

from 60 Plus Association 


A series of new surveys commissioned by the non-partisan 60 Plus Association reveals a strong majority of senior voters are concerned about the effect that sweeping new EPA regulations on power plants will have on the cost of energy and higher electricity bills. Surveys were conducted in the states of North Carolina, Virginia, South Carolina, Arizona, Colorado, Iowa, Indiana and Ohio and reached over 5,000 likely voters aged 55 and above. 60 Plus touts the support of 7.2 million senior supporters nationally. Findings of the survey show that more than 70% of seniors on average are at least “somewhat” concerned about the potential for EPA to raise their electricity bills, with 52% saying they are “extremely” or “very” concerned.