Great to start today off w/ good news, celebrating Gregg Hart and my friend Deji Olukotun on passing the "Blue Skies, Blue Whales" law. #AB14 mandates state agency support for a voluntary shipping speed-reduction program, which has to date reduced 200k tonnes GHG and reduced whale deaths by 50%.

It really is! And it's important context that our lawmakers aren't quite grasping -- especially in how future demand can be met with existing refinery capacity and imports (even after closures + outages). See, e.g., this graph from a report I did for CA legislators:

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It’s been an honor to work alongside the Environmental Defense Center against Sable and its misguided plans to restart the dangerous Santa Ynez Unit and its pipelines.

And kudos to the Santa Barbara DA for having the courage to take on this fight 👊👊👊

Last week’s bills are important steps in California’s contribution to fighting climate change. But the inclusion of oil-industry handouts in bills like SB 237 was a raw deal we didn’t need to make.

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‘A defining moment’: Trinidad and Tobago at a crossroads as oil runs out #Climate

That’s a good comparison but my big issue with SB 237 on timing though is the 10-year sunset

Yes, though Gunda’s letter stressed the other levers (imports and efficiency/transition), rather than prioritizing opening up leasing in Kern. His testimony yesterday backtracked on the latter, perhaps feeling the pressure.

I hate to disagree with you @michaelwara.bsky.social but this was a raw deal. Unnecessary given projected refinery capacity (see below, based on CEC data), not to mention the minimal relationship between in-state production and gas prices.

Let’s call this bill what it is: a deal with the devil

For a new well, that would require a much higher price given the higher drilling costs involved now. I’m not so sure about $80/barrel though, that really depends on the field and asset. Here’s a good analysis from the Dallas Fed: www.dallasfed.org/research/ene...

Breakeven depends on lots of financial factors, so it’s very company-specific. Sable for example is roughly $44/barrel, so it’d need prices above that.

But to outcompete most foreign imports you’d have to be well below $30/barrel in lifting costs.