Beautiful, clean coal?

An interactive visual essay by Ian Banatoski, Derek Feehrer, and Michael Moukarzel

We have ended the war on American energy, and we have ended the war on beautiful, clean coal.

~President Trump, State of the Union Address 2018

The "war on coal" is a phrase that has been used for years by the coal industry and its advocates to describe a struggle between environmental regulations and coal. But is this battle really as black and white as the term implies? As with most real wars, it is often difficult to identify the antagonists.

Furthermore, could coal really be clean? Trump's term as president has reignited interest in these questions once again. In order to understand this story, we'll have to take a trip back through time. Our journey begins over 70 years ago in 1954.

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U.S. Electric Power Generation Over Time

01234Million Megawatt Hours19501955196019651970197519801985199019952000200520102015

1954

After the end of the Second World War, growing suburbinzation and increased demand led to the expansion of coal supplying the country with over 50% of its electrical power generation beginning in 1954.

1973

The Organization of the Petroleum Exporting Countries (OPEC) enacted an embargo on the United States. In response gas shortages occured across the US and citizens began rationing fuel to conserve use. The 1973 Oil Crisis displayed the United State's reliance on foreign energy.

1978

Passed during the energy crises caused by OPEC's embargo, The Powerplant and Industrial Fuel Use Act (PIFUA), was designed to increase the use of coal and other alternate fuels as primary energy sources for baseload* power generation.

1978

In the same year, the Natural Gas Policy Act (NGPA) started the process of phasing out regulations on gas wellhead prices. Over the next ten years, advances in natural gas technology eventually led to greater availability and lower prices.

1985

Beginning in 1985, a series of orders by the Federal Energy Regulatory Commission (FERC) further supported the growth of the natural gas market.

1999 - 2003

In 1999, heightened awairness in US cities and states led to a petition to persuade the Environmental Protection Agency (EPA) to take action in reducing greenhouse gases. However later in 2003, the EPA asserted that it did not possess the authority to regulate greenhouse gases and that even if the agency did, it would not exercise it.

2007

With increased oil prices, many of the oil-fired peak capacity generators responsible for handling high demand were swtiched to natural gas.

2008

During the 2008 recession coal was hit especially hard. In addtion the US unemployment rate rose from 4.7% in November 2007 to peak at 10% in October 2009

Here, things start to get interesting. In order to understand why coal begins to decline, let's take a closer look at how coal energy production has changed over the past two decades.

2001

Coal-fired power plants largely dominated the landscape, when compared to natural gas plants.

2002

2003

2004

2005

2006

2007

2008

Throughout the early 2000's, advances in hydraulic fracturing (fracking) and drilling allowed for natural gas to be harvested from deep in shale deposits. As a result of new shale gas discoveries, estimates for US natural gas supply were 35% higher than in 2006–anew source of cheap, abundant natural gas.

2008

The 2008 recession crippled demand for energy from all sectors. Coal was hit especially hard, falling 8.5% in 2009 to 1.07 billion tons, "the largest percentage decline since 1958 and the biggest tonnage drop-off since 1949," according to the Energy Information Administration (EIA). Much of the decline was caused by weak industrial demand for electricity and low gas prices. Utilities and power generators began using more of this cheap gas to produce power.

2009

2010

2011

2012

2013

2014

The EPA introduced the Clean Power Plan. Officially finalized by the Obama administration in 2015, the plan focused on increasing existing plant efficiency, suplementing natural gas for coal to reduce emmissions and transitioning to renewable sources from fossil fuels.

2015

2016

While coal advocates blame the Clean Power Plan (CPP) for waging the war on coal, the EIA says that natural gas and renewables would have claimed a large market share from coal regardless of the CPP–many experts claim that coal is dying regardless of EPA regulations. The market forces at play make opening new coal plants financially unviable.

What does this mean for jobs?

2012

Beginning in 2012, two years before the introduction of the CPP, the United States workforce of coal miners began declining from a high of almost 90,000 workers. By 2016, the workforce had declined over 50%, having the largest impact in West Virginia and other states that are heavily investing in coal mining.

2017

Trump began the process of repealing the CPP, and announced that he added 45,000 jobs in the coal sector, however the Bureau of Labor Statistics shows a much smaller increase of just a few thousand.

2050

Despite a bleak forcast for current coal mining employees, opportunities in the gas and renewable sectors may provide other employment opportunities moving forward. The U.S. Department of Energy projects that the wind energy sector will employ 600,000 employees by 2050.

Finally, let's take a look at one last piece of the puzzle. Can coal really be "clean"?

When assessing the effects of different energy sources on our environment, it's important to understand that different greenhouses gases have different potencies. The Intergovernmental Panel on Climate Change's (IPCC) assesses the total global warming potential (GWP) of each energy type in terms of their CO2 equivalent effects.

Comparing these GWP's, we can see that coal has by far the biggest impact on our climate. It is objectively the least "clean" energy source according to the IPCC.

So is there any way to make coal clean? Carbon capture and storage/sequestration (CCS) is the technology usually associated with "clean coal." The various strategies for CCS could reduce coal emissions by as much as 75% acording to the IPCC. But in his 2018 budget proposal, Trump proposed cutting CCS funding by 55%. In 2019, he proposes to a 20% cut compared to 2016. Only time will tell if this new technology really helps to revitalize coal, however in the absense of serious and substantial CCS funding, "clean coal" appears to be an oxymoron.

While natural gas is still a fossil fuel and is by no means a "clean" energy source, watt-for-watt it does produce roughly 40% less atmospheric warming.

While cheap natural gas means competition for all forms of energy, many energy researchers believe that natural gas is largely replacing coal, not competiting with renewables and other low carbon sources, such as nuclear. Evidence shows that while renewables are typcially credited with reducing emissions, the switch from coal to natural gas may actually be responsible for the decline in U.S. emmissions.

The war on coal is real, but the situation is a lot more complicated than it might initially appear. Market forces and environmental factors both have a role in this story. The country is continually demanding more and more energy and in not so distant future we will be consuming vastly more energy than we do today. Therefore we should expand, rather than limit, our options for clean low-carbon energy.

The past decade shows that natural gas has played a key role in helping decarbonize US power. Natural gas is not by any means a perfect energy source, but it may be the lesser of two evils. If coal truly is dying because cheaper cleaner options are becoming more availble, is it worth it to invest more money into saving an energy source that the market is already phasing out.

At the end of the day, it's a matter of perspective.