The fate of fossil fuel systems in the "mid-transition"
I talk with Emily Grubert about the hidden dangers of letting the free market manage the decline of our legacy energy infrastructure.
Such an important point made on this pod: work like @gruberte.bsky.social's on the mid-transition is the natural consequence of actually taking the energy transition seriously...something far too few people in the energy world do www.volts.wtf/p/the-fate-o...
05.03.2026 18:44
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The Energy Transition Wonβt Work Without Coal Towns
A senior scholar at Columbia Universityβs Center on Global Energy Policy on what Trump has lost by dismantling Bidenβs energy resilience strategy.
We often leap from βevery tenth of a degree mattersβ (basically true) to βall incremental climate progress matters equallyβ (not true).
Weβre no longer pursuing the major economic shifts needed to sustain emissions reductions over decades.
heatmap.news/ideas/trump-...
20.02.2026 14:06
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The Energy Transition Wonβt Work Without Coal Towns
A senior scholar at Columbia Universityβs Center on Global Energy Policy on what Trump has lost by dismantling Bidenβs energy resilience strategy.
The Biden-era climate strategy involved trying to make households, communities, and the U.S. economy less vulnerable to a decline of fossil fuels (with limited success). That strategy has been abandoned. heatmap.news/ideas/trump-...
19.02.2026 20:37
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I have lots of opinions, but here's a published one with @noahqkaufman.bsky.social. Energy modelling, when done properly, can be scientific, but isn't "a science". At best, it's an iterative learning tool that should be used combined with real world experiments. www.researchgate.net/publication/...
16.02.2026 23:49
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Ah yes, fair enough. Just semantics. Of course emissions is what matters to climate. But emissions intensity tends to be a use decarb measure, because it doesnβt fall due to recessions/pandemics/etc
16.02.2026 23:51
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The first is just an observation. The carbon intensity of economies tend to decline over time regardless of the policy environment.
16.02.2026 19:50
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And, the key takeaways from their deep decarbonization policy lecture. Thoughts?
16.02.2026 19:33
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Dumb question: if the Trump admin isn't going to regulate GHGs regardless of the endangerment finding, and the real risk is that supreme court rules in a way that hamstrings future presidents that want to regulate GHGs, why would climate groups want to litigate this decision?
14.02.2026 14:52
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Iβm impressed you can keep more than one brain around at all
09.02.2026 22:48
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Itβs the switching between different categories of SCCs without acknowledging that switching that I thought would especially bug you.
09.02.2026 19:55
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I meant the suggestion that the USG estimates could help with "pricing carbon accurately"
09.02.2026 19:39
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Good point. I assume you found the passage I highlighted problematic too, yes?
09.02.2026 19:18
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Red alert @paulkelleher.net
09.02.2026 14:37
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thanks for reading the thread! Here's the report: energypolicy.columbia.edu/wp-content/u...
05.02.2026 19:48
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One more point, from the department of whining nerds: Data on gov't spending and local economic outcomes isn't good enough to do rigorous program evaluations. And it's getting worse with staffing challenges at agencies. We can't determine what works if we don't have good data.
05.02.2026 19:48
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Prioritize political durability when possible. These efforts are often primarily about local economic development/resiliency, and similar programs from the bipartisan infrastructure law have experienced less disruption than programs from the IRA.
05.02.2026 19:48
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The strategy should ideally encompass a broader set of communities confronting acute economic pressures from the transition away from fossil fuels, while recognizing that the appropriate solutions will differ substantially between regions (coal vs O&G, for example).
05.02.2026 19:48
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Tailer strategies to the specific challenges and opportunities within individual communities, rather than trying to cobble together a strategy within laws focused on other national priorities (pandemic recovery, infrastructure, innovation, clean energy).
05.02.2026 19:48
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What might we do differently next time around? From the department of easy-for-me-to-say, we could do better in the following ways:
05.02.2026 19:48
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The Upshot? Many communities will benefit, especially from pandemic-era programs that are well underway.
But we don't find much evidence (yet) that suggests the strategy to boost economic resilience across these regions was working, and there's no coherent strategy going forward.
05.02.2026 19:48
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Also, Trump-era reversals. OBBBA rescinded programs, federal agencies have canceled funding for largescale projects in CCS/H2/etc., and proposed budget cuts threaten others.
This table shows efforts designed to help these communities get grants and implement them effectively.
05.02.2026 19:48
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A third reason is weak targeting. Big efforts like the energy communities bonus tax credits and Energy Infrastructure Reinvestment Loan Program were designed to targeted fossil fuel communities, but it's not how they were implemented.
05.02.2026 19:48
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Second, implementation has been slow. Many key programs, like the advanced energy manufacturing tax credits, took years for agencies to translate statutory text into detailed implementation procedures and initial awards, so in many cases the funds still havenβt been obligated.
05.02.2026 19:48
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What happened? Probably a combination of things.
First, despite large headline numbers, these programs are tiny compared to other categories of federal spending.
05.02.2026 19:48
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2. Limited delivery to date. Biden touted investments to fossil fuel-reliant communities, and some previous studies backed those claims.
In contrast, our analysis of federal spending found little evidence of effectively targeting funds to counties with fossil fuel infrastructure.
05.02.2026 19:48
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1. Unprecedented funding. The fed government is uniquely positioned to support local efforts to build resilience before/when major industries leave.
Programs of the early 2020s (see table) authorized support for fossil fuelβreliant regions at a scale that dwarfs prior efforts.
05.02.2026 19:46
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Weβve got a new report out assessing Biden-era federal efforts to boost economic resilience in fossil fuel-reliant parts of the country.
The findings are a mixed bag π§΅
www.energypolicy.columbia.edu/wp-content/u...
05.02.2026 19:45
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