May 20, 2026

Driving Up The Cost Of Energy While Claiming To Promote "Affordability"

May 20, 2026/ Francis Menton

A fair criticism of politicians is that they all lie, at least to the extent of engaging in extreme levels of spin and/or exaggeration to put the best face on their proposals and programs. But some political lies are worse than others, in that they go far beyond mere spin or exaggeration and get into the blatantly counter-factual. In that category are the claims of many of the governors of the Northeastern states that they are promoting energy “affordability.” These lies are particularly consequential in that they involve very large economic effects and vast waste of resources.
In late 2025, the talking point of energy “affordability” became a major theme of the successful candidacies of Abigail Spanberger and Mikie Sherrill for the governorships of Virginia and New Jersey, respectively.
Elsewhere in the region, the governors’ offices were not up for election in the off year, but the sitting governors have equally been talking up their energy “affordability” agendas. See for example, Governor Maura Healey of Massachusetts here on March 16 (“Governor Maura Healey today is setting strong new targets for bringing more energy into Massachusetts and lowering energy bills.”); and Governor Kathy Hochul of New York here on May 7 (“[Governor Hochul] Tackles Energy Costs With Sweeping Affordability Package.”).
And yet somehow, it’s hard not to notice that the electricity rates in the Northeastern states are among the highest in the country.

May 12, 2026

New York Following Cuba's Strategy For Powering The Electrical Grid

May 12, 2026/ Francis Menton

Suppose that you are a large U.S. state with a dynamic modern economy. Here’s an idea for a strategy for powering your electrical grid: Intentionally disinvest in your functioning fossil fuel generation plants; fail to maintain them adequately, and let them age into obsolescence. Meanwhile, encourage and even subsidize the development of solar panels as a replacement. After all, solar power is cheaper!
Those who follow the policy of New York State with respect to our electrical grid will recognize this description as covering the essential elements of our strategy. In our case, the strategy was mainly enacted into law in 2019 via the Climate Leadership and Community Protection Act (CLCPA).
In heading down this path, have we checked around to see what other states or countries have adopted this strategy, and how it has worked out? Just asking.

May 10, 2026

May 10, 2026/ Francis Menton

Among all the crazy ways that humanity is supposed to “save the planet” by reducing emissions of carbon dioxide, offshore wind electricity generation has to be about the craziest. Between the expense of building and integrating the facilities and the intermittency of the output, the build-out of offshore wind infrastructure has threatened large and accelerating increases in consumer electricity bills.
Despite lack of any demonstration of feasibility or cost of running the grid on offshore wind, the Biden administration (with support from Congress) threw tens and hundreds of billions of taxpayer funds into the industry in the form of open-ended life-of-project tax credits.
The Trump administration came into office with a known hostility to offshore wind. However, its first efforts to shut down construction on these projects ran into a wall of judicial opposition. But rather than giving up, or embarking on years of appeals with uncertain outcomes, the administration has done some strategic thinking and come up with Plan B. This one looks to me like it will work.

May 06, 2026

May 06, 2026/ Francis Menton

Two articles from the New York Times in the past couple of days describe the widening divergence between the approaches taken by the U.S. and China on the subject of wind energy. I apologize that these pieces are behind the Times’s paywall, but remember that I subscribe there so that you don’t have to.
On Monday (May 4) the article was about the status of wind energy development in the U.S., with the headline “More Than 150 Wind Projects Stall as Pentagon Delays Reviews.”‍ ‍Tuesday’s (May 5) piece covered the same subject in China, headline “China’s Big Bet on Wind Power Is Paying Off.”‍ ‍
These articles once again illustrate the extent to which the U.S. and its people are uniquely blessed in the world.

April 28, 2026

April 28, 2026/ Francis Menton

Co-op City, located (like the Yankees) in the New York City borough known as The Bronx, is the largest co-op apartment community in the City, and indeed in the United States. Built in the 1960s and 70s, it has more than 15,000 residential units in some 35 high-rise buildings, plus a smaller number of townhouses.
Co-op City has now suddenly become ground zero in the clash between energy fantasy and reality that is starting to come into focus as the deadlines of the State’s and City’s 2019 climate statutes start to get closer. The New York Post reports on the reality side of the story in a large piece today with the headline “NY’s climate mandates may send fees in affordable Co-Op City complex soaring from $950 to $4K.”‍ ‍
But before getting to that, let’s look at the fantasy side of the story. . .

April 23, 2026

April 23, 2026/ Francis Menton

We’re now more than three weeks past the mandatory April 1 deadline for New York’s annual state budget. So far, few details have emerged about the reasons for the delay. Negotiations are supposedly taking place among the Governor and the leaders of the two houses of the State Legislature. But what are the sticking points?
It is likely that by far the biggest, if not the only significant sticking point is what to do about the impending deadlines of the troublesome Climate Leadership and Community Protection Act of 2019, or CLCPA. This Act sets required “renewable” energy and emissions reductions targets, with the earliest deadlines for those things in 2030. The Act also set a separate deadline in 2024 for issuing certain regulations. The latter deadline has been completely blown off.
Emissions reduction deadlines and related regulations may seem non-germane to the budget, but then this is New York. The budget process gives the politicians a way to conclude a must-pass deal behind closed doors without having to hold annoying public hearings that would be flooded by angry activists.
With the regulations long overdue, and an impossibly short four years to go to meet the first emissions reduction targets, one might think we are at a dead end.