Liquified natural gas (LNG) and climate change

Natural gas is often held up as a solution to climate change, or at least a transition in the right direction, on the basis of producing less CO2 per unit of energy than oil or coal. Other factors are also relevant, however. Natural gas is mostly methane (CH4) which is a much more powerful greenhouse gas than CO2. If just a few percent of the methane extracted is leaking in the form of ‘fugitive emissions’ from production facilities and pipelines that alone can make it a worse energy source than coal. Methane also has a different atmospheric lifetime. It’s actually much much worse than CO2 in the short term, but unlike CO2 which largely endures for centuries methane breaks down comparatively quickly. This may be relevant to global temperature pathways as the frontloaded impact of methane may make the peak of warming worse and raise the risk of positive feedback effects where the warming we cause induces further greenhouse gas emissions and warming which we cannot control.

There are more complicated arguments about long-term infrastructure, with some arguing that gas is substituting for worse alternatives and others saying big new gas investments are locking in our fossil fuel dependence for decades to come. There’s also always the debate about any prospective energy source versus renewables, with some arguing that options like gas or nuclear are not needed because renewables are becoming cheap so quickly, and others arguing that energy sources like gas or nuclear complement renewables. With gas, the argument is that it’s a deployable energy source you can activate only when renewables don’t supply demand (many gas plants are peaker plants that only run at times of peak demand); with nuclear, people say it’s always-on baseload energy that would provide at least something during renewable dips.

All this is highly relevant because gas production is exploding, especially because of North America’s hydraulic fracturing (fracking) boom. A new Global Energy Monitor report describes $1.3 trillion being invested in gas infrastructure around the world. In particular, massive investments are being made in liquified natural gas (LNG) infrastructure, since unlike gas in pipelines it can be exported by ship intercontinentally.

Canada is hosting a very disproportionate amount of this investment: 35% of the global total, despite our much smaller global population and domestic share of world greenhouse gas production.

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Author: Milan

In the spring of 2005, I graduated from the University of British Columbia with a degree in International Relations and a general focus in the area of environmental politics. In the fall of 2005, I began reading for an M.Phil in IR at Wadham College, Oxford. Outside school, I am very interested in photography, writing, and the outdoors. I am writing this blog to keep in touch with friends and family around the world, provide a more personal view of graduate student life in Oxford, and pass on some lessons I've learned here.

10 thoughts on “Liquified natural gas (LNG) and climate change”

  1. Already one-quarter of B.C.’s total carbon emissions come from extracting and processing fossil fuels. B.C.’s commitment to expanding fracking to supply an LNG export industry is driving the province beyond its legislated GHG targets. The B.C. government is seeking emission reductions by powering upstream fracking and processing with “clean” electricity, while continuing to be a growing exporter of fossil fuels.

    This approach to managing the climate costs of fossil fuel extraction is ultimately untenable and contradictory to the spirit and intentions of the Paris Agreement. By accommodating growing emissions from fossil fuel industries, all other sectors of the economy need to tighten their belts even more if B.C. is to meet its target.

    https://vancouversun.com/opinion/marc-lee-planning-for-a-managed-wind-down-of-b-c-s-fossil-fuel-sectors

  2. Gorgon, as it is called, has a pockmarked history. It cost $54bn to build, a whopping $20bn over budget. That was partly because the cost of manpower and material soared amid a $200bn Australian lng investment binge during the past decade. To respect the sanctity of the island’s wildlife, Chevron enforced covid-like quarantining. On arrival, thousands of construction staff had to be inspected at the airport for stray seeds; bulldozers, diggers and trucks were fumigated and shrink-wrapped before shipment. Since production started in 2016, Gorgon has been dogged by unplanned outages. Tax filings suggest it has yet to make a profit. And its failure so far to sequester four-fifths of the carbon dioxide produced from its gas reservoirs has shredded the credibility of its environmental commitments. Carbon capture is considered crucial for the future of lng on Barrow Island and elsewhere.

    For all that, it is emblematic of the belief among iocs that even if oil demand peaks as the world shifts to cleaner fuels, consumption of lng will continue to grow for decades to come, especially in Asia. Gorgon alone hopes to produce and ship natural gas until the mid-2050s, one day for considerable profits. A sharp rise in lng prices in recent months amid a surge in demand from China has fanned those hopes. Yet even as the majors double down on the fuel, they are running up against the reality that it is becoming harder to take controlling stakes in new megaprojects, and even those they can develop have rising risks. LNG is nothing like the relatively safe bet the oil industry portrays it as.

  3. Natural gas can rival coal’s climate-warming potential when leaks are counted

    Natural gas has long been considered a more climate-friendly alternative to coal, as gas-fired power plants generally release less carbon dioxide into the atmosphere than their coal-fired counterparts. But a new study finds that when the full impact of the industry is taken into account, natural gas could contribute as much as coal to climate change.

    Natural gas is primarily composed of methane, a potent greenhouse gas. A new peer-reviewed analysis in the journal Environmental Research Letters finds that when even small amounts of methane escape from natural gas wells, production facilities and pipelines, it can drive up the industry’s emissions to equal the effects of coal.

    https://www.npr.org/2023/07/14/1187648553/natural-gas-can-rival-coals-climate-warming-potential-when-leaks-are-counted

  4. Evaluating net life-cycle greenhouse gas emissions intensities from gas and coal at varying methane leakage rates

    The net climate impact of gas and coal life-cycle emissions are highly dependent on methane leakage. Every molecule of methane leaked alters the climate advantage because methane warms the planet significantly more than CO2 over its decade-long lifetime. We find that global gas systems that leak over 4.7% of their methane (when considering a 20-year timeframe) or 7.6% (when considering a 100-year timeframe) are on par with life-cycle coal emissions from methane leaking coal mines. The net climate impact from coal is also influenced by SO2 emissions, which react to form sulfate aerosols that mask warming. We run scenarios that combine varying methane leakage rates from coal and gas with low to high SO2 emissions based on coal sulfur content, flue gas scrubber efficiency, and sulfate aerosol global warming potentials. The methane and SO2 co-emitted with CO2 alter the emissions parity between gas and coal. We estimate that a gas system leakage rate as low as 0.2% is on par with coal, assuming 1.5% sulfur coal that is scrubbed at a 90% efficiency with no coal mine methane when considering climate effects over a 20-year timeframe. Recent aerial measurement surveys of US oil and gas production basins find wide-ranging natural gas leak rates 0.65% to 66.2%, with similar leakage rates detected worldwide. These numerous super-emitting gas systems being detected globally underscore the need to accelerate methane emissions detection, accounting, and management practices to certify that gas assets are less emissions intensive than coal.

    https://iopscience.iop.org/article/10.1088/1748-9326/ace3db

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