Natural Gas Is America’s Strategic Advantage Fueling the AI Race

Today, countries around the globe are in a new race for primacy of artificial intelligence (AI) that will define economic and technological competition in the 21st century. As global powers like China accelerate investments, America’s ability to lead hinges on its capability to rapidly scale compute capacity, a feat dependent on abundant and available energy. While many energy sources will play a role, there is one that can provide the reliability, flexibility, and scalability to keep America at the head of the race: natural gas.

From Watts Up With That?

By Karen Harbert

Today, countries around the globe are in a new race for primacy of artificial intelligence (AI) that will define economic and technological competition in the 21st century. As global powers like China accelerate investments, America’s ability to lead hinges on its capability to rapidly scale compute capacity, a feat dependent on abundant and available energy. While many energy sources will play a role, there is one that can provide the reliability, flexibility, and scalability to keep America at the head of the race: natural gas.

Advancing AI infrastructure means providing the energy to support exponential computational growth. From California to Texas to Virginia, data centers are popping up at an unprecedented rate, each requiring extensive power infrastructure. Goldman Sachs Research estimates data center power demand will grow by 160% by 2030.

Without adequate energy infrastructure, America’s AI ambitions risk being throttled. The race for AI primacy depends on our ability to scale our energy infrastructure to meet the growing demand while maintaining reliability, affordability and safety for data centers, for businesses and manufacturing and for our families.

Of all the available energy sources in the U.S., natural gas is uniquely positioned to support the rapid demand growth required for America to lead the way in AI without jeopardizing reliability or affordability. With more than 2.8 million miles of pipeline networks, extensive storage systems, and abundant natural gas resources, the U.S. natural gas industry is strategically placed to serve as the backbone of a scalable energy system that can reliably meet surging energy demands.

We currently have a front row seat to history with the opportunity to accelerate the buildout of the vast natural gas pipeline system to meet the increasing energy demands from data centers. Pipeline development projects help to ensure consistent and reliable energy delivery to new large demand centers and existing consumers.

Every year, more than 21,000 businesses sign up to use natural gas for their manufacturing processes, heating needs, and operational tasks. Its cost-effectiveness is unmatched, with natural gas saving commercial and industrial customers more than half a trillion dollars over the last decade.

Data centers value reliability of supply at a premium: 78% of surveyed data centers experienced power outages between 2017 and 2020, with unplanned downtime costing some facilities more than $100,000 per incident. Such losses of power risk corrupting data, halting critical services, and even melting down servers. With only one in 650 natural gas customers expected to experience a planned or unplanned natural gas outage in any given year, natural gas is a clear solution.

Natural gas continues to drive clean energy in the power sector. Since 2005, natural gas has been responsible for 60% of the CO2 emission reductions in electricity generation. As the energy sector advances and innovates, natural gas will continue to play a vital role in driving sustainable progress.

The partnership of natural gas and AI can position American business and manufacturing at the forefront of innovation. It can increase living standards and fuel economic growth in ways unseen since the Industrial Revolution. It will strengthen our national security and keep America as a production giant on the global stage.

The innovative relationship between AI and natural gas also creates a virtuous cycle – while natural gas fuels AI, the technology itself provides vast opportunities to help make natural gas distribution smarter, more efficient and cleaner. Advanced AI can optimize energy exploration, enhance system repairs and improvements, and create a cleaner, more efficient and less costly natural gas system. Further innovation in renewable natural gas and hydrogen blending will also continue to advance a more efficient, lower-emissions energy system.

The U.S. has always risen to the challenge of global competition through innovation, resilience and strategic investment. In the 1960s, it was about reaching the moon. Today, it’s about leading on artificial intelligence, maximizing our economic capabilities, and winning that race against competitors like China. According to a report from the Center for Strategic and International Studies, U.S. natural gas provides the critical competitive advantage that America can utilize to get ahead.

Natural gas is the key to ensuring America wins in this race. Policymakers must recognize the critical intersection of energy and AI competitiveness. Accelerating the expansion and modernization of natural gas infrastructure is needed to keep pace with growing demand. Therefore, streamlined permitting reform is now vital to support American innovation. The stakes are high, and the competition is fierce, but with natural gas fueling our advancement, America is well-equipped to cross the finish line first.

Karen Harbert is President and CEO of the American Gas Association. 

This article was originally published by RealClearEnergy and made available via RealClearWire.

China won’t be buying our Green Steel unless we are the suckers who buy it back off them as *Green* fridges or cars.

No one, bar anyone, believes China gives a toss about reducing carbon dioxide emissions, not when China burns four times as much coal as the second largest coal burning nation on Earth, and they are increasing the rate they build new coal plants. China won’t be buying our sacred Green Steel to make their own cars and bridges.

From JoNova

By Jo Nova

Lets build an industry on a niche fashionista item where the main selling point is that it “makes the weather nicer”?

No one, bar anyone, believes China gives a toss about reducing carbon dioxide emissions, not when China burns four times as much coal as the second largest coal burning nation on Earth, and they are increasing the rate they build new coal plants. China won’t be buying our sacred Green Steel to make their own cars and bridges.

Where is this imaginary market for Green Steel?

The only “need” for Green Steel on earth is because it’s a fashion accessory at UN events, or because some people believe it can change the weather. There is no intrinsic benefit, it’s not shinier or stronger, it just has more social scoring points, or bragability if you go to inner-city upmarket arts parties. Technically, according to the experts, owning green steel will confer benefits like extending winter for a few more days a year (theoretically). I can’t see that catching on.

This is a market that the bottom could fall out of any day

In May, only 13% of UK Voters said Net Zero goals were more important than their cost of living. So 87% of the market is already not interested in buying Green Steel instead of normal steel. And that 13% “peak” is only maintained with bullying, censorship and non-stop propaganda by the legacy media. Imagine how fast that niche group would shrink if word spreads that Net Zero policies are killing birds and whales and hurting the poor?  Or that thousands of scientists are skeptics — including men who walked on the moon and won Nobel Prizes (Vale Ivar Gievar!).

Half of Australia doesn’t want to pay a single cent on Net Zero targets. The IPA research showed barely 7% of the population are willing to spend anything meaningful. So 93% of Australians don’t want “green steel”. The 7% figure who might hypothetically pay more for “weather changing steel” can only shrink from here.

The only market for Green Steel in China is the one we make, sorry, we fake here at home, with government decrees, forced carbon markets, subsidies, and Soviet rules.

In the EU there is a small premium paid for green steel, but they have a carbon market and targets. In the US where people are now more free to choose their favourite steel, the green steel market is “stagnant”.

Devastatingly, Fastmarket reports that the differential paid for green steel was “$0” per short ton (per long ton too!).

That’s how much people in the US are willing to pay voluntarily for green steel. Nothing.

There may come a time soon, when it will be negative. Don’t give me that…

In a survey of car manufacturers, they were only ordering enough “fossil free” steel to cover 2% of the global car market by 2030.

If Australia tries to make wind-solar-battery-power “Green Steel” five minutes later, China will start nuclear power green steel, and wipe out our market

If the gormless West taxes and subsidizes the population into paying more for green steel, China will be only too happy to profit from selling niche fashionista pointless items to the West. If we delude ourselves that it is a market with “hundreds of thousands of jobs” — a moment later, China will process green steel with electric arcs powered by “low emission” nuclear plants.

Our fantasia wind-powered-solar-biomass-battery made token-smelters will be out-competed in a minute. By 2030 China is aiming to be the worlds largest nuclear power. Think about that…

REFERENCES

Source: coal consumption — OWID

Photo by Jamie Street on Unsplash

Arctic Ice Melting 4 Days Faster Mid-July 2025

After a sub-par March maximum, by end of May 2025 Arctic ice closed the gap with the 19-year average. Then in June the gap reopened and in July the melting pace matched the average, about four days in advance of average.

From Science Matters

By Ron Clutz

After a sub-par March maximum, by end of May 2025 Arctic ice closed the gap with the 19-year average. Then in June the gap reopened and in July the melting pace matched the average, about four days in advance of average.

During this period the average year loses ~2.5M km2 of ice extent.   MASIE on day 166 was ~300k km2 down, and the gap increased to almost 550k km2 by June 30 (day 181). The deficit to average then reduced to ~350k km2, which persisted over the last 12 days

including yesterday, day 196. The graph shows MASIE 2025 matching the average on day 192, four days in advance.

The regional distribution of ice extents is shown in the table below. (Bering and Okhotsk seas are excluded since both are now virtually open water.)

Region2025196Day 1962025-Ave.20201962025-2020
 (0) Northern_Hemisphere80070618358377-3513167556873450188
 (1) Beaufort_Sea102230486653115577393105691248
 (2) Chukchi_Sea71861564386974745612932105683
 (3) East_Siberian_Sea97606192134054721659117316945
 (4) Laptev_Sea64574155927086471174286471454
 (5) Kara_Sea153545360645-207100159679-6134
 (6) Barents_Sea1434256080-4173839446-25105
 (7) Greenland_Sea387402402761-15359400498-13096
 (8) Baffin_Bay_Gulf_of_St._Lawrence268783311662-4287823216736616
 (9) Canadian_Archipelago630633711293-80660733866-103233
 (10) Hudson_Bay155460349275-193815520027-364567
 (11) Central_Arctic30323533171652-1392993093040.21-60687

The table shows the two largest deficits, the Atlantic Kara basin combined with Hudson Bay, exceed the total difference from average. In addition are lower ice extents in Central Arctic and Canadian Archipelago, offset by surpluses in Beaufort Sea and other Eurasian shelf basins.  Note that Hudson Bay with 350k km2 average ice extent yesterday will have less than 100k in three weeks.

Why is this important?  All the claims of global climate emergency depend on dangerously higher  temperatures, lower sea ice, and rising sea levels.  The lack of additional warming prior to 2023 El Nino is documented in a post NH and Tropics Lead UAH Temps Lower May 2025.

The lack of acceleration in sea levels along coastlines has been discussed also.  See Observed vs. Imagined Sea Levels 2023 Update

Also, a longer-term perspective is informative:

White Lies, Damn Lies, and California Lies

It must be another day ending in a “y”, because once again, Governor Gavin Goodhair Newsom of California is pushing lies about California.

From Watts Up With That?

Guest Post by Willis Eschenbach

It must be another day ending in a “y”, because once again, Governor Gavin Goodhair Newsom of California is pushing lies about California. Here’s the deceptive claim, the headline is below.

So, what is “clean energy” in California? Is it the much hyped solar and wind that everyone is picturing in their heads when they read this headline?

Of course not.

Does “clean energy” include hydropower? Well, that depends on what lie you’re telling at the time.

California has an insane “renewable energy mandate”. By imperial fiat, Gavin Goodhair has decreed that by 2030, at least 60% of retail electricity sales must come from renewable energy resources such as wind, solar, geothermal, biomass, and small hydroelectric generation under 30 megawatts.

Note what they don’t count as “renewable energy”? Large hydro generation, the everyday kind that comes from dams all over the US and provides a good chunk of California electricity.

And why isn’t large hydro counted as renewable?

Because if they counted large hydro, on day one of the renewable mandates, we’d already have surpassed the required percentage of electricity sales coming from renewables.

And their justification for blocking big hydro? Well, it was the claims about big dams releasing CO2 from the construction, the concrete, and mostly from rotting vegetation underwater releasing methane and CO2. Which are mostly true. They do emit CO2, as do most human activities, although not huge amounts. But it was enough for big hydro to get kicked to the curb for political reasons.

But of course, when it comes to wanting to boast about “clean energy”, suddenly in California, big hydro is promoted to be one of the “clean” good sources of electricity … even though it still doesn’t count for the renewable mandate.

And the same is true of nuclear. For years, we were told that between construction and mining emissions, plus there being only a finite amount of uranium, that nuclear plants weren’t noble enough to be counted as “renewable energy” … but now, under the new rubric of “clean energy”, they’re back in the fold.

Funny how that works …

The second lie in the headline is that they are NOT counting energy in California. Instead of total primary energy consumption, they are only counting electricity, which is only about one-fifth of the energy that we use.

And how much electricity in California comes from those poster children of renewability, which are solar and wind?

Here’s how much.

Figure 1. Primary energy consumption and solar plus wind energy consumption in California from 2004 to 2023. Why is electrical use dropping? Because skyrocketing electrical costs and insane CO2 “Cap And Trade” policies have driven energy-intensive industries out of the state.

All the rest of their vaunted claim about “TWO THIRDS CLEAN ENERGY!!!” depends on nuclear, large hydro, and a bit of geothermal.

Despite the billions of our taxpayer dollars that Californian politicians have wasted on wind and solar, it’s gonna take a while for wind and solar to pick themselves up off the floor and make a difference … so the pluted bloatocrats sitting on their dead … databases in California simply fold them in with what they otherwise call evil nuclear and big bad hydro and claim a huge effect.

And what did we get for our billions spent on unreliable electricity? Here’s what Governor Goodhair’s insane focus on “cheap” wind and solar renewables has done to our electricity costs.

Figure 2. Consumer electricity prices in the US and in California.

Folks, please listen to those who live in this poor, benighted state. I grew up in California. It had beautiful beaches, mountains, a thriving economy, and an excellent education system.

It still has the beaches and mountains, but Democrats have flooded the state with illegal aliens, spent billions of taxpayer dollars on healthcare for those illegal invaders, destroyed the economy, pushed electricity costs to insane levels, invited homeless people to camp on the streets, spent $20 billion from the taxpayers on the homeless and can’t say where the money went, driven our educational system below that of Mississippi, forced people to flee the state for Texas and Florida, and meanwhile, I pay $0.30 per kWh for my highly intermittent electricity.

California can’t even keep the power on. My power has gone off three times in the last two weeks. It’s so bad in general that I had to spring kilobucks for a propane generator to deal with blackouts and brownouts … and the politicians’ response?

Their genius plan is to unilaterally jack up gasoline prices by $0.50 per gallon for no reason in this year alone, call for an end to the use of natural gas for stoves, water heaters, and home heating, and ban gasoline-powered cars, mowers, chain saws, leaf blowers, hedge trimmers, and small engines … yeah, that’s the ticket.

And meanwhile, AI computing is driving electrical demand through the roof. Freakin’ brilliant!

I’ve watched the ugliness up close, and I beg you all—do NOT ever vote for Gavin Goodhair, Kamala Harris, Adam Schiff, or any California Democrat politician for ANYTHING. They have totally destroyed the once-beautiful state of California, and their highest goal is to extend and increase that destruction all across the US.

Grrr … you know, if I weren’t such a paragon of virtue, I’d be saying bad words right about now …

w.

PS—Why don’t I leave California? I can’t afford to, plus I live out in a gorgeous enfolding redwood forest near the coast north of San Francisco and away from the cities and the madness.

PPS— Gavin Goodhair is not only destructive. He’s for sale to the highest bidder. One story among many of his corruption is in the article Corporate Donors Gave Big to a Newsom Family Charity. Then the California Governor Took Their Side on State Issues..

PPPS—Here’s Gavin on the recent discovery of child slave laborers on several marijuana farms in California.

Did Gavin Goodhair actually say that? Of course not, he’s far too smarmy to say something that direct. What he actually said was:

“There’s a real cost to these inhumane immigration actions on hardworking families and communities, including farmworker communities, across America. Instead of supporting the businesses and workers that drive our economy and way of life, Stephen Miller’s tactics evoke chaos, fear and terror within our communities at every turn. 

Yeah, because that sounds so much more sophisticated than the old Democrat refrain, “Who will pick our cotton if we don’t have slaves” …

PPPPS—As usual, I ask that when you comment, you quote the exact words you are discussing. Saves heaps of misunderstanding.

Temperature – a driver of the carbon cycle

For a long time, the discussion about the relation between temperature and CO2 concentration has been focused on the greenhouse effect and its possible feedback mechanisms, captured by the concept of sensitivity.

From Climate Etc.

By Joachim Dengler

Are the natural carbon sinks failing?

For a long time, the discussion about the relation between temperature and CO2 concentration has been focused on the greenhouse effect and its possible feedback mechanisms, captured by the concept of sensitivity.

Here, I would like to shift the focus to the other side of the story: the possible causal influence of global sea surface temperature on the growth of CO2 concentration. Some readers may see this as a contradictory paradigm to the greenhouse effect; others may see it as one of the feedback mechanisms of the greenhouse effect.

The motivation for the investigations constituting the background paper of this post, “Evaluating the Effectiveness of Natural Carbon Sinks Through a Temperature-Dependent Model”, was published in the mainstream media like the Guardian, claiming that “Trees and land absorbed almost no CO2 last year. Is nature’s carbon sink failing?“. A closer examination of all the articles published on this topic revealed that they all refer to a single publication. The scientific basis and trigger for the discussion had been a preprint of this article: “Low latency carbon budget analysis reveals a large decline of the land carbon sink in 2023”.

To find an appropriate answer to this, it is necessary to take a closer look and use original data to examine how the changes in CO2 concentration develop. In a scientific paper, it is legitimate to state, even guess, a model of a given form and relate this to measurements. This is what I did in the background paper by setting up a sink model that depends on both CO2concentration and temperature. I underestimated the consequences of decades of debates about the relationship between CO2 concentration change and temperature change. Before evaluating the interesting implications of the temperature-dependent model, I found myself confronted with fundamental doubts and prejudices. Therefore, I deviate from the structure of the published paper and begin with a visual introduction to the subject.

The effective monthly CO2 sink capacity is measured as the difference between the monthly anthropogenic emissions and the growth in concentration:
<sink capacity> = <anthropogenic emissions> – <concentration growth>     (1)
To measure concentration growth independently of seasons, growth is defined as the difference between the current concentration and the concentration 12 months prior.

Figure 1: Anthropogenic emissions (blue), CO2 concentration growth (orange), and sink capacity (green). The Sink effect has a negative sign (for display purposes only).

From the continuity equation, it follows that the sink capacity is also the difference between global absorptions and natural emissions:
<sink capacity> = <global absorptions> – <natural emissions>            (2)

Anthropogenic emissions, concentration growth, and sink capacity are displayed in Figure 1.

Motivating the temperature-dependent model with Henry’s Law

Henry’s law describes the exchange of gases, here CO2, between a liquid, where the gas is dissolved, and the gas phase, here in the atmosphere. In the equilibrium, the concentration  C  of the dissolved CO2 is related to the partial pressure P of CO2 in the atmosphere by C = k.P, where k is Henry’s law constant (mol/(L·atm), specific to CO2 and temperature, C is measured in mol/L, and P is measured in atm. The numeric value of the partial pressure P corresponds to the CO2 concentration, measured in ppm, because the total atmospheric pressure is assumed to be 1 atm.

Henry’s law constant k is influenced by temperature, salinity, and pH. Given the actual measured conditions of the Earth’s oceans, temperature is the dominant factor influencing k and thus CO2 solubility. Its large spatial variability (0–30°C) drives significant regional differences in air-sea CO2 flux, with cold polar waters acting as CO2 sinks (higher solubility) and warm tropical waters often acting as sources (lower solubility). For example, the solubility of CO2 in polar waters can be more than double that in tropical waters due to temperature alone. The temperature dependence of the solubility on k is displayed in Figure 2. Despite the complex, nonlinear mathematical form, the temperature dependence of solubility is close to antilinear, getting smaller with growing temperature.

Figure 2: Temperature dependence of Henry’s law constant (solubility).

The downwelling flux of CO2, the sink effect, is proportional to the difference between the equilibrium concentration k.P  and the actual concentration C of the dissolved CO2.
Without diving here into the details of the computation, this suggests that the ocean sink effect not only depends on the CO2concentration via the partial pressure P, but also on temperature, which dominantly determines Henry’s law constant k.
This is visualized in Figure 3, taken from the publication “Uptake and Storage of Carbon Dioxide in the Ocean: The Global C02 Survey“

Figure 3: Ocean net CO2 flux map.

Although the authors state that rising emissions due to higher temperatures are compensated by reduced dissolved CO2 concentration from increased biological activity of phytoplankton, the map indicates that areas of net absorption are near the poles, and regions of net emissions are near the equator. The map clearly shows that higher temperature implies higher emissions, respectively, lower absorption. Phytoplankton therefore reduces the temperature-dependent increase of natural emissions, but it does not fully compensate for it.

Similarly, the decay of biological matter and organisms is related to van’t Hoff’s rule, which states that an increase in decay rate and, thus, natural emissions scale with an increase in temperature. Of course, the sustainable availability of decayable substances depends on photosynthesis. Photosynthesis also scales with sunlight hours and temperature up to 30 °C, besides scaling with CO2 concentration. CO2 fertilization dominates the greening of the Earth, which has been more than 30% since 1900. So, it is logical that absorption dominantly scales with CO2 concentration, while biological decay, implying natural emissions, scales with temperature. When both are correlated as they have been for the last 65 years, a balanced growth of both is expected.

The temperature-dependent model

We recognize from Figure 1 that CO2 concentration can change very fast. Therefore, the input data are monthly time series of CO2concentration and sea surface temperature.

Because it takes time to heat the ocean in summer and cool it down in winter, we allow several months of time lag between sea surface temperature changes and subsequent sink changes.

The simplest sink model with the dependency on CO2 concentration and temperature is a linear model
<sink capacity> =     a.<concentration> + b.<temperature> + c      (3)

This model has been presented before; new insights are gained by changing the data granularity to months and optimizing the time lags between concentration growth and temperature.   Independence from seasonality and noise reduction is reached by averaging the measured data over 12 consecutive months. Nevertheless, the time lag is computed with a monthly resolution.

When estimating the optimal parameters a,b,c of equation (3) for a measured sink capacity according to equation (1), the explained variance (R2 value) depends on the time shift between the temperature measurement and the subsequent CO2 sink capacity.  This is displayed in Figure 4.  With a 4-month time lag, the model explains 80% of the data variance, compared to 57% when a sink model without temperature dependence is applied, i.e., when b=0.

Figure 4: Explained variance of the concentration and temperature-dependent sink model

This is reflected in the quality of approximation of the measured smoothed sink capacity, as displayed in Figure 5. While the concentration-based simple model explains the trend, the new model, including temperature, also explains most of the short-term variations.

Figure 5: Measured sink capacity (blue), approximation with simple sink model (green, only CO2 concentration), and temperature-dependent model (orange).

There is only one significant outlier. The sink capacity between 1991 and 1994 is considerably larger than predicted by the model. Roy Spencer explained this as a consequence of the Pinatubo eruption in 1991, where the dust-induced increased diffuse light increased photosynthesis considerably.  Otherwise, the predicted value of the actual concentration growth is remarkable, as shown in Figure 6. Again, for comparison, the prediction of the simple sink model without the temperature term is shown as the green graph. The fact that the green graph clearly shows a consistent declining trend since 2013 indicates that the concentration-dependent causes for sink capacity are more likely to have increased instead of decreased.   The details of the concentration growth are remarkably well predicted by the sea surface temperature. In particular, the sharp rise in concentration growth since 2023 is entirely temperature-based.

Figure 6: Monthly concentration growth (blue), modelled with concentration only (green) and additionally with temperature (orange).

Intuitive understanding of model parameters

Looking at the graphs, the introduction of temperature dependence seems to influence only short-term data variability. But temperature has a trend. This has severe consequences on the resulting parameters, shown in Table 1.

Table 1: Regression results of simple and extended sink model

In the simple, temperature-independent model, the absorption is only about 2% of the concentration, whereas the temperature-dependent model implies 5%. This is a severe discrepancy that deserves attention.  The mathematical explanation of the discrepancy can be found in section 5 of the 2024 publication.  If, in reality, sink capacity depends on temperature and temperature is strongly correlated with CO2 concentration (which is the case), if you then offer a mathematical model that contains only CO2 concentration as a parameter, then the CO2 parameter will also take the role of the missing temperature.

Figure 7 conveys an intuitive understanding by assuming that down-welling absorptions are controlled by CO2 concentration (green arrow), while natural emissions are controlled by temperature (blue arrow). By definition, their difference is the measurable sink effect (red arrow). When temperature is essentially a linear function of CO2 concentration (which is the case for 70 years), then in the long term, the concentration trend cancels the temperature trend. In the sink capacity, therefore, only the short-term variability of temperature is visible.

Figure 7: Intuitive explanation of apparent model discrepancy.

Validating the model with 14C decay after the bomb test ban treaty

The nuclear bomb tests beginning in the 1950s stopped rather suddenly in 1963 with the Nuclear Test Ban Treaty. This provides a close-to-ideal identifiable carbon emission pulse of 14C that has been thoroughly investigated for more than 40 years. The data series is the global data sequence from 1950 to 2019 from the supplements of the article “Atmospheric Radiocarbon for the Period 1950–2019“. The relative deviation from the preindustrial zero level of 14C concentration, Δ14C, is displayed as the blue graph in Figure 8.

Figure 8: Relative deviation from preindustrial 14C level (blue), adjusted relative deviation of 14C level by setting pre-1963 level to 0 (orange).

Why is this concentration decay representing “pure” absorptions? The CO2 emissions from the oceans have the much lower 14C concentration of the long-term equilibrium before the bomb tests; therefore, the upwelling 14C can be neglected.
This decay includes both the decay of 14C concentration into the long-term sinks, but also the Suess effect due to the atmospheric concentration change of 12C by anthropogenic emissions. For the determination of the Suess effect, the 25-year interval from 1965 to 1990 with a good 14C decay signal was taken. The upper bound of the diluting Suess effect due to fossil fuels is obtained by pretending there is no sink effect, thus adding the cumulative emissions of 60 ppm (=127 GtC) between 1965 and 1990 to the 1965 CO2 concentration of 320 ppm.  This results in a Suess effect contribution of 0.69% per year to the decline of the relative 14C concentration. With a value of 0.058 for the decay constant of the uncorrected data, the reduction by 0.0069 results in 0.051, the actual absorption constant of 14C. Considering the 95% confidence interval [0.047,0.055], this is a perfect confirmation of the concentration-dependent absorption constant of the extended sink model.

Validating the model with soil respiration

Photosynthesis is the primary driver of the following processes of plant decay and soil respiration. Net Primary Production (NPP) during the time interval from 1982 to 1999 was investigated. They found a yearly increase of 3.4 GtC of NPP over 18 years. During this time, the temperature increased by 0.25 °C. This would imply a 13.6 GtC increase of bound carbon per °C and year. According to the article, this was not only due to the increase of CO2 fertilization but also, to a large degree, to the reduction of cloud cover over the Amazon rainforest and an increase in solar radiation, which directly influences photosynthetic processes more than CO2 concentration and temperature. A later reported decline of yearly NPP by 0.55 GtC in the years 2000–2009 adjusts this exorbitantly high yearly number to 2.85 GtC/0.5 °C = 5.7 GtC/°C.

During the 19 years from 1989 to 2008, the natural emissions from soil respiration 𝑅𝑆 have risen by 0.1 GtC per year, i.e., 1.9 GtC during the whole investigation period. During this time, the global temperature has increased by 0.3 °C. Therefore, we have a soil respiration temperature dependency of 6.33GtC/°C. The temperature coefficient of the extended model, is 3.6 ppm/°C = 7.7 GtC/°C with the 95% confidence interval [5.9, 9.5] GtC/°C. This can be considered a sufficiently good match with the evidence from soil respiration.

Other Approaches relating Temperature to Sink Effect

I am aware of two other approaches to deal with the temperature dependence of the sink effect. Both have in common that they do not use temperature itself as a predictor, but a variable derived from temperature, which does not have a long-term trend.  The obvious reason for this approach is the known fact that the measurable sink effect does not show any long-term trend.  As I discussed above, this is a superficial conclusion from the observations; it ignores the fact that due to the large correlation between concentration and temperature, actual temperature effects might be hidden.

Ferdinand Engelbeen has suggested that the sink effect and, as a consequence, the concentration growth, should depend on the time derivative of temperature instead of temperature itself. Indeed, the derivative of temperature does not have a trend.  And the numerical explanation value of the data variance is also 0.8 for his model, the same as for the model described here. Nevertheless, I do not consider taking the derivative of temperature as a predictor for the sink capacity or concentration growth, respectively, a good idea.

Both mentioned natural laws, Henry’s law and van’t Hoff’s rule,  relate natural emissions to temperature and not to its derivative. Also, a simple thought experiment rules out the derivative: Let us assume a single temperature jump of 1 °C at the sea surface, then the temperature is assumed to remain at the elevated level for a long time. If the temperature effect depended on the time derivative of temperature, there would only be a single pulse of natural emissions during the very first time interval. But in reality, temperature is a thermodynamic state variable. This implies increased natural emissions at all times following the temperature step (under ceteris paribus conditions).

Roy Spencer has related the short-term variability of the sink effect to the Multivariate ENSO index (MEI).  MEI is also a trend-free variable, where two of the five components of the MEI are regional sea surface temperature and regional air temperature anomalies. The anomalies are determined by subtracting the 30-year average from the temperature. This removes the trend from the temperature, but preserves the short-term variability.

To understand the relation of these approaches to the temperature-dependent model described here, temperature is decomposed into a linear function of CO2 concentration, containing the temperature, and a residual temperature. This is displayed in Figure 9.

Figure 9: Monthly sea surface temperature (blue), temperature from linear model of CO2-concentration (orange), residual temperature (green)

The residual temperature is a residual of a regression model and, therefore, by definition, zero-mean and trend-free. When the residual temperature replaces temperature in the extended model, the results for absorption coefficient a and the constant c are identical to those of the simple model (without temperature), the temperature coefficient b is identical to that of the temperature-dependent model (see details in previous publication). The model reconstruction of the concentration growth is identical to that of the temperature-dependent model.

Comparing the residual temperature with the Multivariate ENSO Index (MEI) and the derivative of the temperature, it becomes clear why all three lead to similar results. All three-time series are displayed in Figure 10, slightly smoothed to keep them visually identifiable.

Figure 10 Comparison of Residual Temperature (blue) with the Multivariate ENSO Index (orange) and the Derivative of Sea Surface Temperature (green)

The residual temperature has structural similarities with the MEI signal. When sea surface temperature is indeed a physical driving force of the sink effect and CO2 concentration growth, it can be expected that MEI has a significant influence on the sink effect. In that case,  I expect that the model based explicitly on sea surface temperature explains the observed data better than the model with the complex MEI index. I invite Roy Spencer and others to determine the R2 value when MEI is used besides CO2 concentration as a predictor.  The first temperature derivative is also quite similar to the residual temperature, but appears time-shifted. This is because the derivative of a periodic function is a phase-shifted version of that function.  Empirically, this is reflected in the fact that the optimal fit requires the derivative of the temperature to be shifted by 9 months instead of 4 months as with the residual temperature.   In contrast, the peaks of the MEI signal coincide with those of the residual temperature; both are essentially the difference between the temperature and its temporally smoothed version.

My reason to prefer the model with the actual temperature is physics.  The elementary sink processes only experience the state variable temperature, not complex derivations of it.

Conclusions

The continuity equation, together with the observed consistent decrease in the 14C concentration in the atmosphere after 1963 and the observation of temperature-dependent natural emissions, are powerful tools for evaluating observations.

One purpose of this article is to explain the recent rise in concentration growth as a consequence of rising sea surface temperatures instead of a hypothetical unobserved decline in absorption by oceans or plants. While the rise in concentration growth is real, the cause is not a failure of sinks but a larger rise in temperature beyond the trend that corresponds to the CO2 level rise.

It should, therefore, not be off-limits to consider temperature as a “normal” cause of CO2 concentration changes in the public debate, as an influencing factor instead of speculating about the absence of sinks without evidence.

This does not exclude causality in the other direction; the greenhouse effect, the rather large temperature coefficient on natural CO2 emissions, certainly limits the possible climate sensitivity.

The temperature-dependent model makes it possible to better separate the actual anthropogenic origin of CO2 changes and the natural causes, among which temperature is a very important one. Many people were confused when, in 2020, no effect of the anthropogenic emission reduction could be seen in the concentration growth. When the temperature effect is removed, as is the case in the simple model, then the effect of the lockdown-caused emission reduction can be seen, e.g., the green curve in Figure 6.

The most important contribution is that it became possible to separate downwelling absorptions from upwelling natural emissions. Through the evaluation of the bomb test 14C time series and by the Suess effect correction, we have a reliable estimate of the yearly absorption rate of 5% of the CO2 concentration. Together with the precise CO2 concentration measurements on Mauna Loa and the accepted measurements of anthropogenic emissions from the International Energy Agency (IEA), the continuity equation constrains the yearly net natural emissions. Together with the extended model, we also have an understanding of their temperature dependency.

The Fusion Race Heats Up

Nobody is saying it, but the advent of artificial intelligence and machine learning may be springboarding the increased intensity of the competition for nuclear fusion – which many are now saying is far less than “30 years away.” The burning question among the few who are fully aware of the stakes in this race is “Who will get there first?” coupled with “Does first matter more than best?”

From Watts Up With That?

By Duggan Flanakin

Nobody is saying it, but the advent of artificial intelligence and machine learning may be springboarding the increased intensity of the competition for nuclear fusion – which many are now saying is far less than “30 years away.” The burning question among the few who are fully aware of the stakes in this race is “Who will get there first?” coupled with “Does first matter more than best?”

The greatest obstacle to fusion supplying the world with limitless electricity is learning how to maintain a balance between magnetic confinement and the severe heat (100 million degrees Celsius). Fusion produces cleaner energy than fission (its only byproducts are helium and other greenhouse gases – not radiation), and its fuels – deuterium and tritium – can easily be sourced from seawater and lithium. Scientists today are trying multiple ways to skin this cat.

Serious consideration of nuclear fusion began in the 1930s with the discovery of tritium by a research team led by experimental physicist Ernest Rutherford, who had earlier collaborated with Niels Bohr in the discovery of the neutron. In 1938, University of Michigan scientist Arthur Ruhlig proposed that deuterium-tritium fusion occurs with a very high probability when the two are brought into close proximity – but then World War II put fusion research into the freezer.

The most celebrated event in the revival of fusion research came at the Geneva Superpower Summit in November 1985, when General Secretary Mikhail Gorbachev proposed a collaborative international project to develop fusion energy for peaceful purposes. A year later the European Union (as Euratom), the U.S., Japan, and the Soviet Union agreed to jointly pursue the design for a large international fusion facility they called ITER (the way).

Fast forward to 2001. After 13 years of conceptual design work and detailed engineering design work, the final design for ITER was approved. Two years later the People’s Republic of China and the Republic of Korea joined the project, with India coming on board in 2005, the year that ITER members agreed to site the gigantic project near Aix-en-Provence in France. A year later, the members formally created the ITER Organization with the goal of building the ITER Tokamak, the world’s most advanced magnetic confinement fusion experiment.

Last November, the ITER Organization updated its baseline proposal to prioritize a “robust start” to scientific exploitation with a more complete machine than initially planned – with a divertor, blanket shield blocks, and other key components and systems. These are to be in place in time for the first operational phase for the tokamak, Start of Research Operation.

This first phase features hydrogen and deuterium-deuterium plasmas that culminate in operating the machine in long pulses at full magnetic energy and plasma current. The goal is to achieve full magnetic energy by 2036 and the start of the deuterium-tritium operation phase in 2039 (rather than 2033 and 2035, as originally planned).

Meanwhile, both public and private (and public-private) entities have not sat around waiting for ITER to generate limitless energy in southern France. Instead, there is a growing race among nations and corporations to find quicker ways to turn straw into gold – or rather hydrogen into electricity and more. Western nations, already left in the dust on lithium-ion battery and other technologies and supply chains by the Chinese, now fear that China may win this race too.

Just last month China announced that its Experimental Advanced Superconducting Tokamak (EAST) – its artificial sun — had broken its own record by confining plasma for nearly 18 minutes, longest in the world to date. That might sound like a small step toward the mandatory requirement that a fusion device maintain stable operation at high efficiency without interruption to continuously generate electric power.

That is one reason that a recent report from the Massachusetts Institute of Technology warned that “The U.S. and other Western countries will have to build strong supply chains across a range of technologies in addition to creating the fundamental technology behind practical fusion power plants” to stay in the race at all. One of China’s overall strengths, and the West’s weaknesses, has revolved around investment in supply chains and scaling up complex production processes.

Until recently, the MIT Report says, the U.S. and Europe were the dominant public funders of fusion energy research and home to many of the world’s pioneering private sector fusion projects. But in the past five years, China has upped its support for fusion energy to the point it threatens to dominate the industry.

To compete, the U.S. and its allies and partners must invest more heavily not only in fusion itself—which is already happening—but also in those adjacent technologies that are critical to the fusion industrial base. The MIT Report says that China already has leadership in three of the six key industries needed for constructing tokamaks — thin-film processing, large metal-alloy structures, and power electronics. The West has little time to cash in on its opportunity to lead in cryo-plants, fuel processing, and blankets — the medium used to absorb energy from the fusion reaction and to breed tritium.

China is the world leader in thin-film, high-volume manufacturing for solar panels and flat-panel displays, with the associated expert workforce, tooling sector, infrastructure, and upstream materials supply chain needed to manufacture rare-earth barium copper oxide (REBCO) superconductors – the highest performing materials for use in fusion magnets. China’s high-speed rail industry, renewable microgrids, and arc furnaces give it an edge as well in large-scale power electronics, and Chinas’ manufacturing capacity and metallurgical research efforts position it well to outcompete the world in specialty metal allows machined for fusion tokamaks.

But are the Europeans and Americans sufficiently focused – and willing to commit – to staying in the race and playing to win? As Euractiv reported this week, Christophe Grudler, an influential member of the European Parliament’s industry committee, is hardly sanguine.

Grudler stated before a gathering of politicians and stakeholders at a Fusion for Energy event that “There is a lack of political leadership [at the European Commission] when it comes to nuclear energy in Europe…. Only 2% of the global amount of fusion investment is currently going to Europe, while 75% is going to the U.S.”

Seconding his concern, Massimo Garribba, deputy chief of the Commission’s energy department, said the intent is there for fusion but there needs to be a larger strategic focus that goes beyond financing. There is plenty of money and enough wonderful people, but “you don’t have an ecosystem of facilities which actually drives toward having a functioning system at the end of the day.”

As for the U.S., the Department of Energy last November released its DOE Fusion Energy Strategy 2024, the second step in its comprehensive effort to work with the private sector to accelerate “the feasibility of commercial fusion energy.” The DOE’s own plan tacitly admits that the U.S. is playing in catch-up mode.

Several U.S.-based private sector projects are under way, including those reliant on stellarators rather than tokamaks, but none have confined plasma for anything near 18 minutes, and there are huge questions about the supply chain needed to support a fusion industry. Regulatory reforms on the way may help – but what happens if today’s protesters turn on the nuclear industry?

Duggan Flanakin is a senior policy analyst at the Committee For A Constructive Tomorrow who writes on a wide variety of public policy issues.

This article was originally published by RealClearEnergy and made available via RealClearWire.

Trump’s approach to Africa: Just what the doctor ordered

Sixteen years ago, Zambian economist Dambisa Moyo published Dead Aid, where she demonstrated an inverse relationship between receipt of government-to-government aid and economic growth and prosperity. Government-to-government aid, she said, fuels corruption, encourages inflation, increases recipient nations’ debt load, kills exports, causes civil unrest, frustrates entrepreneurship, and disenfranchises citizens.

From CFACT

By Duggan Flanakin

Sixteen years ago, Zambian economist Dambisa Moyo published Dead Aid, where she demonstrated an inverse relationship between receipt of government-to-government aid and economic growth and prosperity. Government-to-government aid, she said, fuels corruption, encourages inflation, increases recipient nations’ debt load, kills exports, causes civil unrest, frustrates entrepreneurship, and disenfranchises citizens.

Moyo’s better idea was freer trade (European agricultural subsidies were shutting out African exports), foreign direct investment, and the infusion of private capital. The primary need across Africa was job creation. Echoing Moyo, Independent Institute President David J. Theroux told Investor’s Business Daily that “where governments dominate, society enterprising individuals typically are stifled. Their talents and energies are misdirected into political patronage.”

Much more recently, Magatte Wade, in the foreword to her book, The Heart of a Cheetah, said the late Ghanaian economist George Ayittey inspired her with his statement that the hope for a prosperous African future requires that young Africans seek their wealth in the private sector – shunning government service (echoing Moyo and Theroux). Wade wrote that African “cheetahs” must overcome the world’s most laborious and most corrupt regulatory bureaucracies – bureaucracies that frustrate economic development that does not benefit government leaders.

Wade argues that Africa has remained poor (while Far Eastern and Middle Eastern nations have prospered) not because of past colonization but because market economics is frustrated by “laws that make it possible to do business in Africa are literally among the worst in the world. The infrastructure is a mess; the regulations are absurd; and the bureaucracy is overwhelming.”

To many Africans, European- and American-based nongovernmental organizations (NGOs) are part of the problem, even though they purport to be necessary drivers of the solution. In 2023, South African mineral resources and energy minister Gwede Mantasha called on NGOs that were being used to block oil and gas exploration to reveal their funding sources. He asserted that NGOs and their financiers “have a mandate from the West to stop development in South Africa.”

In a recent article for the London-based Centre for African Conflict and Development (CACD), Oladele Oluwaseun Taiwo, a Nigerian intern, wrote that Africa’s reliance on U.S. foreign aid has left many as mere extensions of donor priorities rather than as autonomous organizations rooted in local needs. Western aid often prioritizes Western expertise and management, leaving African partners as implementers rather than leaders. This, she says, has entrenched a form of neocolonialism where foreign experts even claim authorship of strategies Africans devised.

Another new report, from NGO Monitor, said that the work of a narrowly controlled group of NGOs exerting outside influence on the activities of Western companies in Africa played a major role in today’s dominance of China and Russia in critical mineral markets, which has led to great risks to global supply chains and Western security interests. The report pointed to George Soros’ Open Society Foundation, the Ford Foundation, and a few others as skewing Africa’s priorities toward external agendas rather than local needs. (Sound familiar?)

NGO Monitor legal advisor Anne Herzberg said, “The West risks becoming dependent on China and Russia for commercial and defense supply chains because they have ceded their influence in Africa’s extractive mining industry in the name of human rights and environmental protection.” President Trump was hampered in his first term, according to the Council on Foreign Relations, because his administration lacked “a strategy for the continent’s looming geopolitical and national security challenges.”

Four years later, the new Trump administration has crafted a strategy to combat the fact that China and Russia had ignored Western efforts to stifle traditional industries like oil and gas and mining (and demand that Africa focus on climate change), allowing them to become much more intertwined both economically and politically with many African governments.

Step one was to intervene in a 30-year conflict between Rwanda and the Democratic Republic of Congo. President Trump signed a major minerals agreement with both nations as part of a broader U.S.-mediated ceasefire under which the DRC offered the U.S. access to its cobalt reserves “in an effort to ensure peace and stability in the country.”

One observer said that President Felix Tshisekedi’s strategy was designed to help the Trump administration achieve two significant objectives for U.S. foreign policy – securing access to critical minerals and curtailing China’s expansion within the mineral supply chain. The DRC leader may have also wanted to deflect attention from the use of child labor in cobalt mining.

This past week, President Trump hosted leaders of five other African countries — Gabon, Guinea-Bissau, Liberia, Mauritania, and Senegal – all of which are rich in mineral resources. “We’re shifting from aid [the dismantled USAID, which Secretary of State Marco Rubio said was a conduit for funding NGOs that worked against African priorities] to trade.” Trump boasted that “we’re working tirelessly to forge new economic opportunities involving both the United States and many African nations. There’s great economic potential in Africa, like few other places.”

Trump’s move dovetails with an increased commitment by African entrepreneurs to regain control of the continent’s mineral resources. Four years ago, Africa Energy Chamber executive director NJ Ayuk announced Africa Energy Week as an alternative to the London-led Africa Oil Week. He billed the inaugural event (now in its fourth year) as a major confrontation between “cancel fossil fuels” and “protect our oil and gas industry.”

This fall will mark the inaugural Africa Mining Week, whose focus will be on the theme, “From Extraction to Beneficiation: Unlocking Africa’s Mineral Wealth.” This Africa-led event will convene global investors, policymakers, and industry leaders to explore opportunities in Africa’s midstream and downstream sectors, featuring panel discussions, project showcases, and high-level deal signings.

The event, sponsored by the Africa-focused global investment platform Energy Capital & Power, will highlight initiatives aimed at enhancing Africa’s mineral value chains and promoting local processing to drive economic growth. The sponsors are seeking to foster cross-sector synergies and showcase Africa’s energy and mining potential while positioning Africa as a premier investment destination for capital, technology, and project developers – under Africa’s terms.

In their coverage of President Trump’s meeting with the five African leaders, The New York Times, PBS, and NPR all focused on the “horrors” from ending the corruption-plagued USAID, ignoring the possibility that finally African NGOs may be able to set their own priorities and raise their own funds independently of neocolonialist directives.

The BBC, by contrast, reported that Senegal President Bassirou Diomaye Faye invited American investors to participate in his nation’s plans to build a “tech city” in Dakar and that Gabon President Brice Clotaire Oligui Nguema highlighted his country’s rare-earth minerals and other resources. Gabonese NGO leader Nicaise Mouloumbi observed that Trump’s focus on Africa means the U.S. intends to be a serious competitor with China and Russia – to the horror of the anti-development NGOs that have long dominated the West’s approach to Africa.

The U.S. today lags far behind China in asserting influence in Africa, and Gabonese President Nguema admitted that, while “our country is free, open to one and all,” if you Americans fail to come and invest, “other countries might come instead of you.”

That was a challenge – one that President Trump is likely to take very seriously.

Ed Miliband to unleash new gas plants to back up patchy wind and solar

Neso told to keep spare generating capacity on standby amid blackout fears

Neso told to keep spare generating capacity on standby amid blackout fears

Ed Miliband has opened the way for a fleet of new gas-fired power stations to back up Britain’s wind and solar farms. The Telegraph has the story.

He has told the National Energy System Operator (Neso) – the UK’s grid operator – that by the end of the decade it must keep 40 gigawatts (GW) of spare generating capacity on standby for days when wind and solar cannot keep the nation’s lights on.

The request is part of a system known as the capacity market, where companies are paid to keep generating capacity on standby for days when renewables output plummets or demand surges.

The capacity market already costs British consumers about £1.3bn a year – but this will surge to £4bn by 2030 as reliance on renewables increases, the Office for Budget Responsibility (OBR) has said.

Mr Miliband’s letter to Neso has told it to ensure it has 40GW-worth of back-up generating capacity on the system, roughly equating to the output of 35-40 large gas-fired power stations. About two thirds is expected to come from gas and the rest from batteries, interconnectors and other sources.

The riches available to power companies via the capacity market has caused a mini-boom in construction of gas fired power plants. Neso’s list of projects seeking grid connections has more than 100 new gas-fired power stations planned around the UK.

Most are smaller than the large power plants built in the past but designed to be more flexible, meaning they can ramp their output up and down according to demand and the price of power.

They make their profits partly from being paid to be on standby and partly from operating only when power prices surge to unusually high levels – as often happens when low winds reduce windfarm output.

Read the full story here.