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HomeMy WebLinkAbout10-21-20 Public Comment - J & W Swearingen - Comments on draft Bozeman Climate PlanFrom:Will Swearingen To:Agenda; Natalie Meyer Cc:Jennifer Swearingen; Will Swearingen Subject:Comments on draft Bozeman Climate Plan Date:Wednesday, October 21, 2020 11:10:24 AM Attachments:Bozeman Climate Plan, Comments, Swearingens_Oct. 21, 2020.docx City Commissioners and Staff, Attached are our comments on perceived problems with the renewable energy section of the draft Bozeman Climate Plan, along with suggested changes and solutions. Respectfully, Jennifer and Will Swearingen 1 COMMENTS ON THE BOZEMAN CLIMATE PLAN We appreciate Bozeman’s strong commitment to mitigate climate change and its ambitious goals for reducing carbon emissions. As stated in the draft plan, electricity usage accounts for the greatest share of our city’s greenhouse emissions, and our comments focus on this critically important section, “Responsible and Reliable Renewable Energy Supply,” pp. 60-77. The solutions proposed in this section include the following: • (D) Increase Utility Renewable Energy Mix: Support NorthWestern Energy to meet and surpass their 2045 goal to reduce the carbon intensity of their generation by 71% to 0.14 MT CO2 per MWh. • (E) Increase Community Participation in Utility Green Power Programs: Collaborate with NorthWestern Energy to introduce a subscriber-based green tariff. • (F) Increase Community-Based Distributed Renewable Energy Generation: Work across the community to increase the adoption of distributed renewable energy on public and private properties. All of these solutions rely on NorthWestern Energy to progressively add more renewable energy to its portfolio, phase out fossil fuel generation, support distributed generation, and embrace “green” energy policies. However, our utility’s past and current actions raise serious questions about its commitment to our city’s goals. The list below is only a brief summary of some of our utility’s most concerning actions. • NorthWestern Energy is committed to significantly expanding its fossil-fuel generation. While our utility is portrayed as “green” throughout the document, the fact is that NorthWestern Energy is the only utility in the country that is seeking to expand its coal-fired generation. Hearings are now underway at the PSC on NWE’s request for pre- approval for increasing its ownership of Colstrip Unit 4. On top of that, it is planning to build a new billion-dollar fleet of natural-gas generators within the next five years. These actions would more than double our utility’s carbon emissions. None of this is acknowledged in the plan. And yet Solution D encourages our community to support NorthWestern Energy’s efforts to “reduce its carbon intensity.” • NorthWestern Energy has repeatedly resisted adding renewable resources to its portfolio, slamming wind and solar resources as “unreliable” and “economically infeasible.” An independent reviewer of NWE’s recent long-range plan found that the utility manipulated its modeling data to reach that invalid conclusion. Moreover, NWE has lost multiple lawsuits for illegally blocking affordable renewable energy projects, including two cases decided by the Montana Supreme Court in just the past two months. How do these actions square with the goal of relying on NWE to “Increase Utility Renewable Energy Mix”? • NorthWestern Energy has been a fierce opponent of solar energy in the legislature for many years, as any of Bozeman’s elected representatives will confirm. Last year, our utility spent hundreds of thousands of dollars on a biased “study” in support of eliminating net metering in Montana, which would have destroyed our state’s growing solar industry. (The Public Service Commission has delayed taking action on NWE’s proposal, but says it will revisit the issue in the near future.) It has also repeatedly lobbied against lifting Montana’s low cap of 50kW on solar systems, severely limiting solar 2 capacity for schools, municipalities, and businesses. How is this history compatible with the goal of “Increasing Community-based Distributed Renewable Energy”? • NorthWestern Energy’s 2019 Electricity Supply Resource Procurement Plan indicates that it has no intention of investing in renewable resources, beyond what is required by law. It’s a complicated, technical report that most people would not care to delve into, but its Executive Summary is written for the layperson and contains the main points of the plan. Using scare tactics and misleading information, it insists that it must more than double its current power capacity and that only “thermal resources” (coal and natural gas) will meet its needs. Renewable resources are deemed unreliable. A graph on page 7 of the Executive Summary shows declining emissions through 2038 but fails to include any specific benchmarks and neglects to include the new carbon-intensive generation it is planning to add to its portfolio. (Note: Links throughout the document to NorthWestern Energy’s 2019 Electricity Supply Resource Procurement Plan are inoperative and should be restored.) • NorthWestern Energy continues to misrepresent the facts in its communications with the public. In a recent op-ed in the Bozeman Daily Chronicle, Heather Bellamy, Community Relations Manager for NorthWestern Energy and a participant on the City’s Climate Team, stated that NWE’s portfolio “includes more wind resources than either coal or natural gas,” but somehow failed to mention that our utility is currently planning to significantly expand both its coal and gas generation. These new fossil-fuel assets would dwarf NWE’s current wind generation—and would spike its “carbon intensity.” Moreover, NWE’s owned wind resources account for only a tiny fraction of its portfolio (51 MW, or < 2%). The lion’s share consists of small qualifying facilities that it has fought tooth-and-nail to keep out of its system, but has been bound by federal law to accept. The long-term contract with the Judith Gap wind facility, which expires in 5 years, has historically been NorthWestern’s strongest renewable energy asset and its cheapest source of electricity overall, but our utility rejected a recent opportunity to bid on the power from a new expansion at that facility. In the op-ed, Ms. Bellamy also characterized solar energy as unreliable and expensive, neither of which is supported by the facts. (Solar energy accounts for <1% of our utility’s portfolio.) NorthWestern Energy has repeatedly shown by its actions that it is hostile to renewable energy. In the plan, all of this history is completely ignored, as it endorses “supporting” NorthWestern Energy in order to successfully reach the City’s goals. It adopts language widely used by our utility in its communications to create doubt about the reliability and affordability of renewable resources: “a rapid transition [to renewable energy] could potentially cause a rate shock and increase rates,” repeated references to the need for “cost-effective” renewable resources, emphasis on analyzing the “economic feasibility” of adding renewable generation, and the implication that renewables are not quite ready for widespread adoption. Even the title of the chapter seems designed to disparage renewable energy as potentially irresponsible and unreliable. These purported issues are obstructionist. Due to advances in technology and scale of production, renewable energy resources are now indisputably cost-effective and economically feasible and are being widely adopted not only in our region but across the country. Even more troubling is learning that the City of Bozeman will support policies to address NWE’s “electric capacity shortfall,” a highly contentious issue being debated at the Public Service 3 Commission. To us, it is clear that the Bozeman climate plan has been co-opted by NorthWestern Energy. This conclusion is not surprising, given that two high-level management employees of NWE were given seats on the Climate Team, and a member of the corporation’s Board of Directors was engaged to help facilitate meetings. (The document fails to disclose that Britt Ide, a member of the Consulting Team, is a member of Northwestern Energy’s Board of Directors. This error must be corrected.) The most concerning aspect of this section of the plan is that the City of Bozeman is lending credibility to NorthWestern Energy’s misleading “plan” to reduce its carbon emissions. Throughout the section on energy supply are repeated references to NWE’s “voluntary commitment to reduce the carbon intensity of its electric portfolio for Montana by 90% by 2045.” No explanation of how that would be achieved is provided within the body of the plan. NWE has publicly stated that Colstrip will continue to operate through 2042, and its planned new gas-fired generators have an expected lifespan of at least 30 years. Most importantly, NWE is using a seriously misleading metric: carbon intensity is not a meaningful measure of reductions in carbon emissions. It is possible to decrease carbon intensity by adding renewable generation (hydroelectric dams, for example) without reducing any carbon emissions. The city’s reduction goals are correctly expressed in terms of carbon emissions—not the rate of those emissions. No other utility is using the flawed metric of carbon intensity in their carbon reduction commitments. Where did this come from? The key to NorthWestern Energy’s carbon metric is buried in the Appendices: “NorthWestern Energy’s carbon reduction plan presented in ‘Our Vision for Montana’ was used as the baseline scenario. This report projects emissions reduction through 2045” (p. A6). If you follow the link to NWE’s “report” on its vision for Montana’s energy future, you find an 8-page marketing brochure with lots of photos and no timetable for specific transitions to renewable resources, no quantitative analysis of carbon emissions reductions over time—only a public relations ploy with lots of misleading statements and no substance. Most concerning, its conclusion conflates carbon intensity with carbon emissions. That is a very serious problem. The premise of this entire section—that our city’s electricity, purchased from NorthWestern Energy, will become cleaner and cleaner over time—is meaningless. The section dealing with green tariffs also poses important questions. Given that NorthWestern Energy is unlikely to significantly increase its investment in renewable energy resources in the near future, much falls to the alternative: a “subscriber-based green tariff.” Indeed, this is identified as “a key strategy to meet the City’s aggressive short-term goals.” Yet very little information is provided on how a green tariff would work or how much it might cost. According to NorthWestern’s own slide presentation on this topic, some green tariffs are sourced from new renewable projects and some are not. Some are simply purchase agreements sourced on the open market and passed on to clients. Where would Bozeman’s clean energy come from? Would it flow from an existing project, or would it flow from a new project (that is, would it add new clean energy)? What are other cities in our region doing in this regard? Would NWE be allowed to source some of its own existing “green” hydropower? How much (approximately) would the tariff cost the City of Bozeman and its taxpayers? How much (approximately) would it cost residential subscribers? Would it be affordable to low-income households? Would NWE charge a commission on every “green” electron? Would it charge fees for brokering the deal? Most importantly, would instituting a green tariff program—a self-imposed fee on electricity— 4 actually reduce Bozeman’s carbon emissions? Or would it simply swap carbon electrons for already existing green electrons, while putting money in the pockets of NorthWestern Energy? These questions need answers. It is clear that this critically important section, “Responsible and Reliable Renewable Energy Supply,” reflects a conflict of interest between NorthWestern Energy and the City of Bozeman. Overall, it appears that the plan relies on NWE’s “Vision” document, which itself lacks any kind of legitimate data and no discussion of specific planned carbon reductions. That document also fails to disclose our utility’s planned expansion of its coal generation at Colstrip, and no mention is made of NWE’s planned new gas generation. This section on energy supply lacks benchmarks for carbon reductions or any quantitative analysis showing how the identified “solutions” would impact future emissions. Figure 17 (p. 16), which illustrates carbon reductions over time, lacks any context or reference to data and is not discussed in the text of the plan. The Quantitative Analysis in Appendix A is inadequate at best and relies on unrealistic assumptions. A review of the notes from pertinent meetings (in Appendix B) indicates that important issues and questions were glossed over during discussion. In sum, we find the Renewable Energy section of the plan hugely disappointing. It will not result in meaningful reductions as it is written. Bozeman can do better than this. The citizens of Bozeman want a sound, strong plan that reflects our commitment to protect our climate and leave a livable planet for future generations. Moreover, the plan created by Bozeman will become a model for other cities in Montana. It should embrace and embody the words used to define the elements of this plan in the introduction: bold, robust, innovative, and actionable. To that end, we offer several suggestions for improving and strengthening the section “Responsible and Reliable Renewable Energy Supply,” focused on reducing carbon emissions from Bozeman’s electricity supply. • Reject NorthWestern Energy’s dishonest “carbon intensity” promise. It is not a valid or accurate measure of carbon emissions reductions. Relying on this misleading metric will lead to distortions in future calculations and the entire process of accounting for carbon emissions will lack integrity. Bozeman’s plan is rightly based on reductions in carbon emissions, not on reductions in the intensity (or rate) of carbon emissions, and that metric should be maintained throughout. • Set firm benchmarks for carbon emissions reductions over time. The City must chart a course—in collaboration with our utility—with specific time and reductions targets that are actionable and achievable. If our utility fails to hold up its end of the bargain, there must be consequences, whether in the arena of public opinion or in the negotiation of subsequent contractual agreements. • Strengthen incentives for rooftop solar energy and adopt enabling building codes. The opportunity to expand residential solar energy is huge. Systems now have a very short payback period—often less than 8 years. What is really needed to support that demand is subdivision design that enables an advantageous orientation and regulation from the city to protect residents’ investments in solar systems. The City should also advocate for the expansion of state tax credits for solar installations, which come under attack every legislative session by NWE lobbyists. Bozeman does not need to reinvent the wheel in this regard; many cities (and some states) are years ahead of us, and we can learn from them. 5 • Commit to “additionality” as a prerequisite for a green tariff. Paying a premium for electrons from existing renewable projects will not lead to carbon emissions reductions. It is essential that any green tariff be sourced from a new, local renewable project. (“Local,” in this instance, means within our utility’s transmission area.) Transparency will be crucial for successful adoption by residential subscribers, and the City of Bozeman should reject any proposal, such as a “sleeved” power purchase agreement, that does not meet the criteria of “new” and “local.” The City must also determine and inform the public of the costs, fees, commissions, etc., related to the initiation and ongoing expenses of entering into a green tariff contract with NorthWestern Energy. • Enlist the assistance of independent renewable energy expertise to strengthen the City’s position when negotiating the Memorandum of Understanding with NorthWestern Energy. It is clear that NWE has co-opted the process thus far with the extensive participation of management personnel and even a corporate board member guiding the meetings. When it comes time to negotiate the MOU and the green tariff contract, the City must be represented by an impartial, experienced advocate with expertise on green tariffs. • Do not allow NorthWestern Energy to force concessions on issues such as decoupling and doubling its generation capacity. Our utility should not be leveraging its larger policy agenda against our local interests in renewable energy, and the City must avoid any efforts to force contingencies in the larger policy arena. • Collaborate with Missoula and Helena to increase our clout. Whether it be our interactions with NorthWestern Energy, or our engagement with the Public Service Commission and state legislature, Bozeman’s voice will be stronger if we join with like- minded cities seeking common purpose. We suggest setting up quarterly meetings to update each other, share ideas, and strategize on our common agenda. • Leverage the power of public opinion against our utility. NorthWestern Energy has been getting a “black eye” from Wall Street investors. Earlier this year, BlackRock Capital Investment Corp., the world’s largest asset managing investment firm, announced that it was taking a close look at utilities’ plans for addressing climate change. Its CEO told investors it would be divesting from companies earning 25% or more of their revenue from coal—a metric that would have been hard for NWE to meet even before it sought to expand its ownership of Colstrip. BlackRock owns one-sixth of NorthWestern’s shares and therefore has tremendous power over its financial viability. And BlackRock is not the only Wall Street firm setting expectations for ethical climate-related decisions by utilities. Many of the world’s largest banks have adopted similar guidance on climate change. Bad investment ratings cause NWE’s stock price to sink and make it harder and more expensive to borrow funds for its ongoing operations and capital expansion. In other words, NorthWestern Energy has an interest in portraying itself as “green,” and it can do that by helping the City of Bozeman meet its carbon emissions reduction goals. By providing Bozeman clean renewable energy, it receives favorable media coverage and evidence of its commitment to climate sustainability to use in its annual report and other marketing tools. Conversely, if our utility fails to keep its end of the bargain, it will earn very negative press from our community, which will impact its financial viability. The City must recognize that it has significant leverage in this bargain. 6 • The City of Bozeman must become a strong advocate for climate action and the adoption of renewable energy. NorthWestern Energy hires two full-time lobbyists for the legislative session, and it has highly paid executive positions devoted solely to influencing public policy related to its corporate interests. In order to compete with that corporate agenda, which is far more interested in profits than in the climate crisis, the City of Bozeman must devote more personnel resources to advocate for policies in support of climate mitigation and for renewable energy development, in particular. For decades, renewable energy advocates have been losing to NorthWestern Energy in the legislature, as its lobbyists kill good bill after good bill. Uniting with Missoula and Helena to create a “climate lobby” that could harness public pressure and educate legislators and voters would be a good start. You can bet that NWE’s lobbyists have already drafted bills to weaken net metering, water down the renewable portfolio standard (RPS), and grant the company subsidies for its Colstrip operations. They will also vigorously oppose renewable energy advocates’ efforts to lift the 50kW cap on solar, to allow aggregate metering, to legalize community solar, and to institute innovative financing for residential solar. They do it every session! And the City of Bozeman (along with colleagues from Missoula and Helena) should be there to push back, call out NorthWestern Energy, and fight for these critically important policies in support of climate protection. Most important, the City of Bozeman should be participating in the hearings going on now at the Public Service Commission on our utility’s application to get pre-approval for its Colstrip expansion. If approved, this expansion would make the City’s carbon emissions reduction targets more difficult to achieve. Action now is urgently needed. • The City of Bozeman must seize every opportunity to strengthen awareness of climate change—in our actions as citizens and as a community. We were so pleased to read in the October 13 Daily Chronicle about the City’s decision to expand the solar array on the new public safety center, yet no mention was made of climate change, or the resulting long-term reductions in carbon emissions enabled by the technology, or the imperative to raise the 50kW cap on solar installations. There is no “controversy” about the climate crisis, and the City must not shy away from addressing this most critical issue with conviction and commitment. Respectfully submitted by Will and Jennifer Swearingen, October 21, 2020