Energy Talking Points by Alex Epstein

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Talking Points on skyrocketing natural gas and coal prices

alexepstein.substack.com

Talking Points on skyrocketing natural gas and coal prices

The killer point to make...

Alex Epstein
Oct 14, 2021
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Share this post

Talking Points on skyrocketing natural gas and coal prices

alexepstein.substack.com

The global energy crisis of skyrocketing natural gas and coal prices is the latest and most widespread failure of “green energy” policies.

Yet it is being spun to actually exonerate solar and wind and condemn the fossil fuel industry.

These talking points are, to my knowledge, the fastest and most accurate way to identify the true cause of the current crisis and refute the dangerous narrative that the fossil fuel industry is responsible.

Please use and share them widely—especially the top-line summary (in bold)—which has already gone semi-viral on Twitter.


Skyrocketing natural gas and coal prices are not a failure of the fossil fuel industry, but the total failure of anti-fossil fuel policies, which falsely promised that if we dramatically restricted fossil fuel energy production, green energy could easily replace it.

  • There is no physical reason that the natural gas and coal industries can't meet rising demand. The world has hundreds of years' worth of gas deposits and thousands of years worth of coal deposits. But governments radically restrict the freedom to utilize those deposits.

    1

  • There is no technical or economic reason the natural gas and coal industries can't meet demand. These industries have gotten radically more capable and efficient in the last two decades--especially natural gas with fracking. But governments radically restrict their freedom.

    2

  • There is no inherent logistical reason the natural gas and coal industries can't adapt to rising demand, except for the compounding problems created over the decades by draconian restrictions on export and import terminals, pipelines, and other infrastructure.

    3

Image
  • We know that the US natural gas industry has an enormous untapped ability to produce natural gas--but that "green" policies to stop pipelines and LNG export facilities prevent it from using that ability, with the promise that solar and wind can take over.

Twitter avatar for @AlexEpstein
Alex Epstein @AlexEpstein
I just interviewed Toby Rice, the CEO of America's largest natural gas producer, about the causes of and solutions to the world's natural gas crisis. The takeaway: The US could alleviate most of this crisis--if not for anti-gas-infrastructure policies.🧵 youtu.be/kyn4bpHrB6k
youtu.beAlex Epstein interviews natural gas CEO Toby Rice on America’s strangled natural gas potentialFrom Alex Epstein: On this week’s Power Hour I interview Toby Rice, the CEO of America’s largest natural gas producer, about the causes of and solutions to t...
6:43 PM ∙ Oct 6, 2021
229Likes83Retweets
  • In Europe, fracking and other shale gas technologies could produce a lot of gas, but Europeans have over and over chosen to ban fracking--reassuring citizens that solar and wind would provide all the energy they need. How is that going?

Twitter avatar for @AlexEpstein
Alex Epstein @AlexEpstein
As you see stories of skyrocketing natural gas prices in Europe, and increasing dependence on Russia, know that all of this was totally preventable had so many European countries not foolishly banned the greatest natural gas producing technology ever invented: fracking. THREAD
6:15 PM ∙ Oct 5, 2021
1,705Likes542Retweets
  • America has been called "the Saudi Arabia of coal." At today's prices, America's coal industry would love to be powering the world. But it can't because of onerous restrictions on coal transport, as well as myriad domestic restrictions on desperately-needed coal production.

    4

Image
  • The pandemic recovery has provided the perfect test for the claim that solar and wind, after extensive mandates and trillions in subsidies, would make up for lost energy from fossil fuel restrictions. Skyrocketing coal and gas prices mean that solar and wind have failed the test.

    5

  • The #1 lesson of skyrocketing gas and coal prices is this: fossil fuel-restricting governments have wildly overestimated the ability of solar and wind to provide the energy the world needs and wildly underestimated the need for fossil fuels to provide the energy the world needs.

  • The total failure of solar and wind to replace the fossil fuel energy lost by anti-fossil fuel restrictions should lead us to immediately reject the fossil fuel-restricting, solar-and-wind-mandating reconciliation bill.

Twitter avatar for @AlexEpstein
Alex Epstein @AlexEpstein
In one of the most dangerous and most Unconstitutional acts in US history, Congress and the President are abusing the budget reconciliation process to dictate, via a “Clean Electricity Payment Program,” that Americans use >50% unreliable solar+wind electricity by 2030. 🧵
6:45 PM ∙ Sep 7, 2021
651Likes288Retweets
  • The total failure of solar and wind to replace the fossil fuel energy lost from anti-fossil fuel policies should lead the UN Climate Conference next month to stop insisting on solar+wind and start recognizing the value of fossil fuels as well as non-carbon nuclear going forward.

  • Do not let anyone tell you that these skyrocketing prices are a failure of the fossil fuel industry. They are 100% a failure of green energy policies that restricted fossil fuel production and transport on the false promise that unreliable solar and wind could replace it.

Image

Action Ideas

  • Contact your Congressman or Senator and tell them that you oppose the reconciliation bill because you do not want to end up like Europe right now. Share any/all of the above points with them. Here are phone numbers and other contact info for the US House and US Senate.

  • Share this semi-viral tweet thread, which includes all the talking points above.

    Twitter avatar for @AlexEpstein
    Alex Epstein @AlexEpstein
    Skyrocketing natural gas and coal prices are not a failure of the fossil fuel industry, but the total failure of *anti-fossil fuel policies*, which falsely promised that if we dramatically restricted fossil fuel energy production, green energy could easily replace it. THREAD
    6:28 PM ∙ Oct 13, 2021
    2,122Likes736Retweets
  • Share these talking points with anyone who is interested in energy. It’s so important to get the narrative right on this one. Advocates of unreliables managed to largely evade responsibility for the blackouts in California and in Texas. This one will be very, very hard to evade—if we share the truth.

1

Bundesanstalt für Geowissenschaften und Rohstoffe - Coal
BP - Statistical Review of World Energy 2021
Michael Lynch - The "Peak Oil" Scare and the Coming Oil Flood
U.S. Department of Energy - Gas Hydrates Quick Facts

2

 U.S. Energy Information Administration - U.S. Natural gas withdrawals

3

U.S. Energy Information Administration - Natural gas explained, Natural gas imports and exports
The Times - Liquefied natural gas terminals to be banned in law
Deutsche Welle - German LNG terminal plans fuel anger among environmentalists
NYT - New York Rejects Keystone-Like Pipeline in Fierce Battle Over the State’s Energy Future
Grist - How activists successfully shut down key pipeline projects in New York
Reuters - U.S. FERC delivers blow to Oregon LNG terminal, upholds state's permit denial

4

U.S. Energy Information Administration - Aggregate coal mine production for all coal

5

Washington Post - What’s Behind Europe’s Skyrocketing Power Prices: QuickTake
Copenhagen Post Online - Low-wind year sends electricity prices skyrocketing

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Talking Points on skyrocketing natural gas and coal prices

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