Friends,
The Super Bowl was a good, competitive game with an exciting ending, but I just felt like it wasn’t very well-played. I did enjoy the sense that KC Chiefs wide receiver Mecole Hardman (who caught the winning OT touchdown) had no idea that he had just won the Super Bowl when he secured the pass from QB Pat Mahomes to end the game. As the for the ads, for me, big winners were the Michael Cera CeraVe ad, the funny UberEats ad about forgetting one thing and a classic Christopher Walken ad for BMW. Of course, the Dunkin ad with Tom Brady, Ben Affleck, Matt Damon and J-Lo was good but I was a little disappointed with all that star power. Finally, while it got some shade, I enjoyed the Usher-led Halftime Show.
Late last week, House Energy Committee Chair Cathy McMorris said Energy Week has been delayed until May to get more legislation further down the road. She also announced she would be retiring after 20 years. This week, the House will move legislation moving DOE’s role in the LNG approval process to FERC (not sure this is a great idea) while in the Senate, John Barrasso is pushing an amendment to national security spending legislation to undo the Biden LNG pause.
Hearings include a major House Energy subpanel hearing on Thursday looking at the new EPA NAAQS soot rules announced last week featuring NAM’s Jay Timmons and AF&PA’s Paul Noe. House Energy also hosts State Utility Regulators on Wednesday to look at grid reliability. Other hearings include House Foreign Affairs looking at Uranium issues with Russia (which would be valuable to advancing nuclear) and a Wednesday House Small Business Committee hearing that takes a larger look at EPA regs’ impacts on small businesses. Finally, FERC hold is monthly Open Meeting on Thursday at Howard University which will be the first meeting since news broke on Friday (by POLITICO’s Catherine Morehouse) that Commissioner Allison Clemens will not seek another term.
Other events include events tomorrow at CSIS and the EFI Foundation on hydrogen hubs and 45V implementation; a Wednesday fireside chat with USEA and CCUS experts as well as a Thursday USEA event on supply chain challenges for the energy sector; and a Thursday discussion at the Atlantic Council on setting the global energy agenda.
Mark your calendars next week for two really important events: 1) Next Tuesday at 2:00 p.m., the 12th edition of the Sustainable Energy in America Factbook, produced by BloombergNEF and the Business Council for Sustainable Energy will be outlined then released on Wednesday. 2) Then, on Wednesday morning at 10:00 a.m., Energy Secretary Jennifer Granholm will join the National Press Club for coffee conversation in the Club’s Holeman Lounge.
Jon Stewart returns to Comedy Central’s The Daily Show tonight. I suspect it will be that good. Call with questions.
Best,
Frank Maisano
(202) 828-5864
C. (202) 997-5932
FRANKLY SPOKEN
“Commissioner Clements’ departure underscores the urgency for FERC to finalize a strong regional transmission planning and cost allocation rule. This is key to unclogging our interconnection queues, ensuring our grid is resilient and reliable in the face of more frequent and extreme weather events, and fully leveraging the investments from the most consequential infrastructure and climate laws in history.”
Sen. Martin Heinrich (D-N.M.) said in a statement about Commissioner Allison Clements stepping down from FERC.
ON THE PODCAST
Biden Permitting Guru Says Trump Would be Disaster – On the POLITICO Energy podcast, Eric Beightel, the top Biden administration official in charge of coordinating federal infrastructure approvals across agencies, tells host Josh Siegel how he is “somewhat terrified” that a second Trump presidency would be “catastrophic” for the Biden administration’s clean energy goals. They also discuss why Democrats and Republicans remain far apart on permitting reform and what the administration can accomplish even if Congress doesn’t act.
Meyer, Jenkins Start New Energy Podcast – This week, Heatmap News Executive Editor Robinson Meyer and Princeton University Professor and energy systems expert Jesse Jenkins, launched a new podcast, called Shift Key, that makes sense of the biggest shift of our time -- navigating the energy transition away from fossil fuels. In this inaugural episode of Shift Key, Jenkins and Meyer unpack the president’s recent LNG decision and try to figure out what — if anything — it means for the climate.
FUN OPINIONS
Minnesota Farmer Sees Present, Future Benefits to Improving Soil Health – Each morning, before heading out to work on his farm, Shawn Feikema pauses to ask himself two questions. How can he do more with less and how can he pass this to the next generation better than it was when he got it? His answers form his guiding principles of how he runs his 7,000-acre row crop and cattle operation in Luverne, Minnesota, along with his uncles and his brother. Feikema and his brother, Mike, are the third generation of farmers managing what has grown into a sprawling operation since their grandfather started it in 1950. Learn how they have adapted the way they farm in recent years in order to improve their soil and build resiliency to changing weather patterns
FROG BLOG
CSIS Expert Report Looks at Critical Questions – The Center for Strategic and International Studies has released its 2024 Global Forecast, offering diverse perspectives from dozens of CSIS experts on the most critical questions for the year ahead. This year’s report, A World Dividing, examines in four volumes the myriad issues facing U.S.-China competition; the rapidly shifting contours of global economic and technology competition; the outlook for the conflicts raging in Europe and the Middle East; and the key areas that will define the battle for influence in the Global South.
FUN FACTS
NatGas Demand Will Still be Strong: Europe Still will need natgas well into the future even with energy transition programs in full force. At last week’s Senate Energy hearing, DOE’s David Turk cited as evidence of demand needs a side case from the IEA that assumes every country meets its NDC (which it admits is a highly unlikely scenario). This chart tracks gas demand across 4 different models (IEA, EIA, BP, and IEEJ), where all of their reference cases show significant increases…even IEA. But DOE’s own EIA shows the largest projected demand increase giving Sen. Barrasso reason to chide Turk for not using his own EIA data. “So you’re disputing your own department?”

IN THE NEWS
Super Bowl Powered by Renewables – Super Bowl LVIII will be the National Football League's first championship game powered entirely by renewable energy. Allegiant Stadium — the regular season home of the Las Vegas Raiders since 2020 — is hosting this year's Super Bowl matchup between the Kansas City Chiefs and the San Francisco 49ers.
House Science to DOE: Tell Us What the National Labs Will Review on LNG – In a letter to Energy Secretary Jennifer Granholm, House Science Committee leaders asked about what role the national labs will play in the LNG review asking a number of questions about the directive for the Labs. In the letter, the Committee asks why the department’s study on LNG shipments affect climate change, the economy and national security is needed and how the analysis will differ from previous studies on the issue. The letter requests a briefing from the agency by March 1.
“The committee has not received or been notified of any scientific justification which would warrant a pause in authorizations or a long-term reanalysis of U.S. LNG exports,” Republican members of the committee, led by its chair, Oklahoma Republican Frank D. Lucas, wrote. “The previous studies were completed without any pause in the permitting process, and it is unclear, beyond a political agenda, why one is needed now.”
SAFE Report Offers Recommendations on EV Supply Chain – SAFE, through its Ambassador Alfred Hoffman Jr. Center for Critical Minerals Strategy (Minerals Center), is publishing recommendations previously shared with the U.S. government to improve standards, security, and transparency in global mineral supply chains by empowering lower-income, minerals-rich countries to move beyond extraction and develop advanced mineral economies while meeting surging global demand for energy transition projects. The Issue Brief: Developing EV Battery Supply Chains for Inclusive and Sustainable Growth emerged from two Electric Vehicle Battery Council Workshops, part of a tripartite MOU between the United States, Zambia, and the Democratic Republic of the Congo (DRC). Facilitated by SAFE’s Minerals Center with the U.S. Department of State and hosted in Zambia and the DRC in September 2023, the workshops included a delegation of experts from industry, academia, federal agencies, the national labs, and other international partners to determine actionable next steps.
State Dept, Countries SAFE Conducted Workshops on Supply Chain – In November 2023, the Minerals Center and the State Department inked the Minerals Investment Network for Vital Energy Security and Transition, or MINVEST, initiative, which brings the private sector to the table to support the goals of the Mineral Security Partnership (MSP). SAFE is the sole NGO partner to the State Department to support the goals of the MSP through engaging the private sector. To this end, the Minerals Center co-hosted several events at Mining Indaba with Under Secretary Jose Fernandez, EXIM Chair Reta Jo Lewis, Deputy U.S. International Development Finance Corporation CEO Nisha Biswal, Prosper Africa Coordinator British Robinson, and their respective senior staff to emphasize the workshop findings and recommendations. Workshop objectives included:
To advance these objectives, SAFE suggests that the U.S. Government could:
RealClear Report Cites Britain Challenges to Achieving Net Zero – A new report for the RealClear Foundation by Rupert Darwall says the US should Britain’s on going path to net zero, calling it a warning about what would happen if net-zero climate policies are too stringent. In Britain, the impact of cap-and-trade on the cost of fuel to generate electricity is massive. In 2022, government-imposed carbon costs averaged $128 per megawatt hour (MWh) for coal-generated electricity and $51 per MWh for natural gas. Those costs are on top of actual fuel costs, which averaged $150 per MWh for electricity generated from coal and $160 per MWh for natural gas. These mean that it cost $278 to generate 1 MWh of electricity from coal and $211 from natural gas.
Morgan Stanley Report Raises Concerns About EV Buildout – Morgan Stanley released market research last week calling the Biden administration’s ambitious electric vehicle (EV) targets into question. The research projects the role that EVs will play in the global and American automobile markets over the coming years. The bank is forecasting that legacy American manufacturers will see EVs make up about 10% of their sales by 2030, and that the legacy manufacturers and EV-focused producers like Tesla will bring the share of EV sales up to about 25% in the U.S. by 2030. These projections are far below the thresholds that the EV adoption numbers that the administration is pursuing. The White House’s stated target for 2030 is to have EVs constitute 50% of all new car sales by 2030, and proposed tailpipe emissions regulations from the Environmental Protection Agency would effectively require two-thirds of all light-duty vehicles sold after model year 2032 to be EVs...Beyond the higher price tag, there are several other issues that may be responsible for the fact that EV demand is not taking off as policymakers or industry executives may have initially expected. Other issues include inconsistent charger performance and distribution, battery range anxiety and poor performance in inclement weather conditions.
ON THE SCHEDULE THIS WEEK
Headlines LNG Allies Luncheon – LNG Allies holds a forum today at 12:30 pm. featuring to discuss the LNG export pause, as well as celebrate the 10th anniversary of LNG Allies.
DOE Official Chats on Nuclear Waste Management – Today at 2:30 p.m., the American Nuclear Society holds a one-on-one conversation with DOE Waste Management official Paul Murray. Murray joins former ANS President Steve Nesbit for a candid conversation around the future and status of nuclear waste management in this country.
IEA Innovation Ministerial Set – The IEA Energy Innovation Ministerial Forum 2024 will be held tomorrow in Paris. The event will address the main challenges facing technologies moving from the innovation phase to early adoption, and how to bolster support for the developers and innovators on this journey. Topics that will be covered include embracing opportunities in emerging markets and developing economies; driving emissions abatement in industrial heat; leveraging best practices for large-scale demonstration programs; and identifying priority actions for the IEA and the international community.
CSIS Looks at Hydrogen – Tomorrow at 11:00 a.m., the Center for Strategic and International Studies holds a virtual discussion on hydrogen growth prospects and the impact of the initial 45V tax guidance. The event will feature a conversation exploring how proposed 45V guidance could shape the growth of the U.S. hydrogen industry. Speakers will include John Larsen, Partner at the Rhodium Group, Aaron Bergman, Fellow at Resources for the Future, and Maria Martinez, Director of U.S. Policy and Advocacy at Breakthrough Energy.
EFI to Look at Hydrogen Hubs – Tomorrow at 1:30 p.m., the EFI Foundation holds a virtual event to discuss findings from a new EFI Foundation study, "Factbook for H2Hub Stakeholders: Building Stronger Community Engagement in Hydrogen Hubs." The analysis contains nearly 5,000 survey responses from individuals in various communities, including disadvantaged, tribal, labor, and environmental justice, reflecting their preferred modes of engagement, attitudes about hydrogen hub development, and perceptions of DOE’s community engagement processes. Speakers include former Energy Secretary Ernie Moniz, CATF’s Jeanette Pablo, Third Way’s Rudra Kapila and DOE’s Suzanne Baker.
Forum Talks EU Green Transition – Tomorrow at 1:30 p.m., the Atlantic Council will host a FrontPage conversation featuring H.E. Maroš Šefčovič—the executive vice-president of the European Commission for the European Green Deal—on ways to boost US-EU cooperation on the green transition, including through a transatlantic green marketplace. During this fireside chat, Šefčovič—who also serves as the European Commission vice-president for interinstitutional relations—will take stock of the bilateral progress made on fostering more resilient supply chains for clean technologies and critical minerals.
House Rules Moves LNG Legislation – Tomorrow at 4:00 p.m., the House Rules Committee meets to formulate a rule on H.R. 7176 (118), the "Unlocking our Domestic LNG Potential Act of 2024."
House Transpo Looks at Disaster Readiness – On Wednesday at 10:00 a.m., the House Transportation and Infrastructure Economic Development, Public Buildings and Emergency Management Subcommittee holds a hearing on disaster readiness examining the propriety of the expanded use of FEMA Resources.
Small Biz Committee Looks at Impact of Regs – The House Small Business Committee holds a hearing Wednesday at 10:00 a.m. on burdensome regulations examining the impact of EPA Regulations on main street businesses.
House Energy Hears from State Utility Regulators – The House Energy and Commerce Energy, Climate, and Grid Security Subcommittee holds a hearing on Wednesday at 10:30 a.m. "Powered Up: State Utility Regulators on Challenges to Reliable, Affordable Electricity.
Fireside Chat Talks CCUS – The US Energy Assn hold a fireside chat on Wednesday at 3:30 p.m. with Mike Moore and former DOE official Chuck McConnell and industry expert Fred Eames on regulatory permitting landscape for CCUS project in 2024.
FERC Open Meeting Set for Howard U – FERC holds its monthly meeting on Thursday at 10:00 a.m. In honor of Black History Month, the Commission is holding its meeting at Howard University.
House Science Looks at Science Enterprise – The House Science Committee holds a hearing on Thursday at 10:00 a.m. examining Federal Science Agency actions to secure US Science and Technology Enterprise.
House Energy Looks at New PM Soot Rules – The House Energy and Commerce Subcommittee on Environment, Manufacturing and Critical Materials will hold a hearing on Thursday at 10:00 a.m. to dive into the decision to lower EPA’s NAAQS standards and discuss a draft bill aimed at delaying any future updates. Among the witnesses will be AF&PA’s Paul Noe and NAM’s Jay Timmons.
House Homeland Tackles Battery Fire Threats – The House Homeland Security Emergency Management and Technology Subcommittee holds a hearing on Thursday at 10:30 a.m. examining fire hazards with Lithium-Ion batteries and other threats to fire safety.
Forum Looks at African American Energy Workers – On Thursday at 1:00 p.m., America’s Clean Power holds an upcoming PowerCasts program on the journey of African Americans in the energy industry. ACP COO Kelly Veney Darnell will lead this conversation with the Founder & CEO of Volt Energy Utilities, Gilbert Campbell, and the CFO of Triple Oak Power, Kenneth Labeja. They will discuss their personal experiences in the industry, the opportunity energy companies have to recruit influential Black talent, how to create an environment to retain and promote diverse talent and the role of ACP as a voice in the industry.
Federalist Society Experts Discuss SCOTUS – The Federalist Society for Law and Public Policy Studies holds a virtual discussion on Thursday at 12:00 p.m. to discuss the Supreme Court's upcoming docket.
Fed Governor to Address Dollar, Climate – Federal Reserve Board Governor Christopher Waller delivers remarks on Thursday at 1:15 p.m. on the US dollar's international role at the Global Interdependence Center and University of the Bahamas Conference on climate, currency and Central Banking.
USEA Tackles Supply Chains – The US Energy Assn holds a webinar on Thursday at 1:30 p.m. on supply chain challenges for the energy sector. The energy sector continues to face the challenges of supply chain issues- from shortages of products, raw materials, and two-to-three-year delays in obtaining finished products essential to the energy sector. Speakers will include EEI’s Scott Aronsen, NEI’s Ben Holtzman, NMA’s Katie Sweeney and Joe Donavan of the Transformer Manufacturing Assn.
House Foreign Affairs To Address Russian Uranium Issue – The House Foreign Affairs Committee holds a hearing on Thursday at 2:00 p.m. to help wean the U.S. off Russian uranium imports. Witnesses include Institute for Science and International Security president David Albright, Anthony Ruggiero of Foundation for Defense of Democracies and Theresa Sabonis-Helf of the Georgetown University School of Foreign Service.
House Resources Looks at Land Management – The House Natural Resources Oversight and Investigations Subcommittee holds a hearing on Thursday at 2:00 p.m. on land management, looking at the national strategy to develop environmental economic decisions.
Forum Looks at Weather Forecasting – The Environmental and Energy Study Institute (EESI) holds a briefing on Thursday at 3:00 p.m. about the latest innovations in weather forecasting and communication to improve community resilience, awareness, and preparedness. At this briefing, speakers will discuss exciting technologies that can help deliver accurate, timely, and actionable forecasts to those who need it most. Panelists will also underscore the importance of climate communication and emergency outreach, and how weather and disaster information can be delivered to the public in ways that support equitable, accessible, and effective community preparedness.
Global Energy Agenda Discission Set – The Atlantic Council Global Energy Center (GEC) holds an in-person or virtual forum on Thursday at 3:30 p.m. for the launch of the GEC’s annual flagship report, the Global Energy Agenda. Panelists will also analyze findings from our annual Global Energy Agenda survey through which more than 600 climate and energy experts recorded their outlook on global energy security, the expansion of energy access, and the drive toward net-zero emissions.
Forum Looks at US-Caribbean Energy, Climate Ties – The Atlantic Council holds a discussion on Friday at 4:15 p.m. that will look at shaping U.S.-Caribbean ties on climate and energy priorities. The event features an in-person conversation with the Bahamian Minister of Foreign Affairs Frederick A. Mitchell.
IN THE FUTURE
National Ethanol Conference Set for San Diego – The Renewable Fuels Assn holds its annual National Ethanol Conference in San Diego on February 19th to 21st. Political guru Charlie Cook will be the main Luncheon speaker. Gevo expert Paul Bloom, LanzaJet CEO Jimmy Samartzis and API’s Lance West join RFA’s Geoff Cooper as speakers.
SCOTUS to Hear Pollution Case on Feb 21 – The Supreme Court said it will hear arguments over whether to stay EPA’s "good neighbor" rule. The court ordered an hour of arguments in EPA v Ohio over the requests from red states and industry to block the rule, which targets interstate pollution that forms smog and is already effectively blocked in a dozen states due to litigation.
Houston Energy Conference Set – The 6th Global Energy Forum 2024 will be held on February 21st and 22nd at the Petroleum Club of Houston, TX. The Honorable Vitalii Tarasiuk, Consul General of Ukraine will be a featured speaker while Gevo CEO Patrick Gruber will also highlight the latest on the sustainable aviation fuel (SAF) market. The Global Energy Forum brings Members of U.S. Congress from both sides of the aisle together with top energy executives to convene for off-the-record discussions in order to explore in-depth the energy strategies and solutions for a sustainable, clean, reliable and affordable energy future. Policymakers and executives from energy, finance, and technology will engage at the 6th Global Energy Forum 2024 for a dialogue on energy infrastructure, technological innovation, policy and regulation reform needed to respond to the global energy crisis.
Energy Sect Granholm to Address Press Club – On Wednesday February 21st at 10:00 a.m., Energy Secretary Jennifer Granholm will join the National Press Club members for coffee conversation in the Club’s Holeman Lounge.
E&E News Reporters Look at Transmission Challenges – E&E reporters Peter Behr, Zachary Bright, Joel Kirkland and Jeffrey Tomich hold a briefing on Wednesday, February 21st at 1:00 p.m. to discuss the latest factors halting transmission projects and expectations that lawmakers and regulators can make progress in tackling these challenges in 2024. To meet ambitious climate goals, the U.S. will need to address transmission capacity and an aging grid infrastructure. There are billions of dollars committed to upgrading the grid and building out transmission networks, but permitting challenges and legal battles threaten to prolong any infrastructure build-out even further.
Sustainable Energy Factbook Set for Release – The 12th edition of the Sustainable Energy in America Factbook, produced by BloombergNEF and the Business Council for Sustainable Energy, will be released on Wednesday February 21st at 2:00 p.m. and available to download for free at bcse.org/factbook. Designed for a broad audience – from energy professionals to public policymakers – the Factbook offers an insightful and in-depth look at economic, market, and investment dynamics and technology trends. Experts from the BCSE, its members and BloombergNEF will hold special briefing on the 2024 Factbook findings.
Whitehouse Headlines Brookings Forum – On Tuesday February 27th at 1:00 p.m., the Hamilton Project at the Brookings Institution will convene leaders and experts to discuss the future of climate policy through tax reform. The event will feature a fireside chat between Senate Budget Committee Chairman Sheldon Whitehouse (D-R.I.) and Richard Rubin of the Wall Street Journal. The event will also feature Kimberly Clausing (University of California Los Angeles), Wendy Edelberg (Brookings Institution), Shuting Pomerleau (Niskanen Center), James Stock (Harvard University), and Sanjay Patnaik (Brookings Institution).
Casten, Clements Headline ACP Transmission Breakfast – America’s Clean Power holds a forum on February 28th at the JW Marriott on transmission and grid reliability. The conversation will focus on the key ideas in Congress and the prospect of Congressional action to enhance grid reliability with speakers Rep. Sean Casten and FERC Commissioner Allison Clements. There will also be a panel of State PUC commissioners.
Chamber Holds Women’s Forum – U.S. Chamber of Commerce Foundation holds its 14th Annual International Women’s Day Forum is on Wednesday, February 28th. Speakers will offer dynamic insights underscoring the many ways continued investments in women and girls strengthen society and empower bright futures, whether here in the United States or abroad, in homes and classrooms or in workplaces.
BOEM Klein to Headline ACORE Forum – The 2024 ACORE Policy Forum will be held in Washington, D.C. on February 28th and 29th. Liz Klein, Director of the Bureau of Ocean Energy Management (BOEM) will give keynote remarks. Experts will discuss breaking issues such as defending the IRA, increasing clean energy investment, securing the supply chain, and more.
Aspen Climate Event Set for Miami – The Aspen Institute is enlisting global and local policymakers, scientific experts, corporate leaders, inventors and innovators, artists, young leaders, influencers, and engaged members of the public to participate in Aspen Ideas: Climate 2024, a multi-day event on March 11–13th in Miami. The event will feature main stages both in and outdoors, breakout and roundtable sessions, tours of local and historic resilience points of interest, as well as fashion, food, art, and music activities. Aspen Ideas: Climate is designed to offer the public a chance to interact, learn, and collaborate with thinkers and do-ers whose actions are critical to addressing our collective future around the realities of a changing climate.
Ex-Im Bank Head to Address SAFE Summit – The SAFE Summit 2024 is set for March 12th and 13th in DC. The program will examine how geopolitical power dynamics are shifting and offer a compelling strategy—a systems approach to addressing energy security, climate change, supply chain deficiencies, a dwindling industrial base, and growing geopolitical tension—to reconfigure the foundational pieces that will enable a new global economy to thrive. Reta Jo Lewis, President and Chair of the Board of Directors of the Export-Import Bank of the US is one of the keynotes. International Seabed Authority SecGen Michael Lodge is also expected to discuss deep-sea minerals on a panel with TMC’s Gerard Baron.
CERA Week – CERA Week will be held from March 19th to 23rd in Houston. Get ready for the biggest energy show of the year!!!
EPSA Forum Set – On Tuesday March 26th, the Electric Power Supply Association holds its 2024 Competitive Power Summit. The event will feature a day of expert panels and featured speakers discussing critical issues facing competitive power and the U.S. electric system.
SEJ Set for Philadelphia – The Society of Environmental Journalists annual meeting will be held on April 3-7, hosted by the University of Pennsylvania. EPA head Michael Regan is expected to speak and the Bracewell reception will be on again Thursday night!!!