February 25, 2009
Heartache: Cap & Trade Markets Collapse in Europe - UPDATED & BUMPED

Folks in Olympia working on as yet un-finalized cap & trade legislation might want to take note (h/t, with more analysis, via HotAir):

Set up to price pollution out of existence, carbon trading is pricing it back in. Europe's carbon markets are in collapse.

Yet the hiss of escaping gas is almost inaudible. There's no big news headline, nothing sensational for TV viewers to watch; no queues outside banks or missing Texan showmen. You can't see or hear a market for a pollutant tumble. But at stake is what was supposed to be a central lever in the world's effort to turn back climate change. Intended to price fossil fuels out of the market, the system is instead turning them into the rational economic choice.

All the more reason a go-slow approach would be more than a little prudent. The basic lesson of the European experience - touched on as well by Todd Myers at the Washington Policy Center - is this: if you're serious about a strong economy, your cap & trade system can't be rigorous. If you're really serious about carbon emissions, setting aside whether that's ultimately a worthy end goal, then the only way the system will really work is by sticking it to the economy.

Wonder which choice most elected officials will ultimately make?

UPDATE: major modification of the Senate version of a cap & trade bill raises further questions about the future of this issue in the Legislature. The House version essentially kicks forward the implementation date, requires a working group to construct a relevant system (which would then be debated by the Legislature), and requires major consideration of economic impact. The Senate version in contrast sets up an optional system, though both substitute bills have moved substantially away from the Governor's original bill.

This will be interesting to watch.

Posted by Eric Earling at February 25, 2009 05:16 PM | Email This
Comments
1. Given the ideological bent of the majority in Olympia this year, likely the best we can hope for on ''climate change'' legislation in the 2009 Session is that they will kick the can down the road a ways. There is already some substantial evidence of that happening; i.e.:

Original HB 1819 (Reducing greenhouse gas emissions) was 28 pages; SHB 1819 that got ''do pass'' majority in House Ecology & Parks was down to 15 pages and deferred some actions.... although note the Substitute bill is ''better'' only in comparison to the monstrosity that was the original HB 1819. If we're lucky the $8+ billion and counting deficit MIGHT just be enough to trigger whatever residue of common sense some of the (D)s still have, and cause enough of them to join with the (R)s in making SHB 1819 and companion SB 5735 ''become disappeared'' this time around.

Posted by: Methow Ken on February 25, 2009 10:07 AM
2. Eric, it seems to me that the story you linked contradicts the point you are trying make -- namely that cap and trade is bad for the economy. It seems to me that the market is working as it should. When economic activity is low, pollution permits become much cheaper, so companies that produce pollution have lower expenses. How is this weakening the economy?

I'm also not sure that the goal of the carbon market is to "price fossil fuels out of the market". I think its goal is to make it expensive to keep increasing carbon output -- and it seems to be succeeding at that. Some companies may indeed be increasing their carbon output, but that is compensated by companies whose output is decreasing (that is, the companies who are selling their permits). That may be discouraging some companies from investing in cleaner technologies right now, but its also freeing them from the burden of making that investment in a time of economic hardship. Later on, when the economy is stronger, they will find that the cost of pollution is rising, but they will be in a better position to do something about it. Some companies may even be able to fund at least part of their cleanup costs by selling at a higher price the permits they acquired so cheaply during the recession.

Finally, this recession provides an excellent opportunity for environmental groups to put their money where their mouths are. If the costs of pollution permits is so low, they can buy them up cheaply and permanently retire them, much in the same way the Nature Conservancy and other groups buy land and permanently protect it from development.

Posted by: scottd on February 25, 2009 10:16 AM
3. The Guardian article goes on to say:
"The lesson of the carbon slump, like the credit crunch, is that markets can be a conduit, but not a substitute, for political will. They only work when properly primed and regulated. Europe hoped that the mere creation of a carbon market would drive everyone away from fossil fuels. It forgot that demand had to outstrip supply, and that if growth stops, demand drops too."

and

"The market must be unashamedly rigged to force supply below demand. The obvious way would be to cut the number of permits in circulation, but in a recession no government will be brave enough to do that."

Taxes are not punishment, they are investment in the commons. If they are mismanaged that's another story.

Posted by: Acid Brain on February 25, 2009 10:37 AM
4. Stay informed...check this out in the German news:

http://www.spiegel.de/international/business/0,1518,606763,00.html

ALL the money invested in wind & solar and ZERO impact on Carbon Emissions. ZERO.
Yes, they have reduced dependence on foreign oil by 15% which is a good thing at a tremendously high cost.
But the Gorebiacs DO NOT want you to read this.
Read it carefully...you will be amazed & entertained.

Posted by: Mr. Cynical on February 25, 2009 10:52 AM
5. Finally, but will the two year wonder experts at the state stop this movement, I don't think so.
This information will be discarded along with all the other information that does not meet the climate change task force agenda.
We in WA are still screwed! Current administration is going to bankrupt WA.
Last one leaving the state please turn out the lights, oh never mind we traded away all our green power to California, shut down all our hydro since Salmon are endangered, but you can still buy them by the pound at Pike Place, closed the nuclear and coal plant, and bought hypothetical green tags from back east projects they never really materialized and lost our shorts, soooo, its a BLACK OUT TIME FANS forget the lights!

Posted by: Ze Energy Maan on February 25, 2009 03:38 PM
6. Why is the state of Washington getting into this "cap and trade" legislation at all? The other Washington will surely preempt the field.

The president wants Congress to use this same method to redistribute the income of Americans. See this Washington Post article:
Today, the White House will unveil a budget that assumes there will be revenue from an emissions trading system by 2012. Sources familiar with the document said it would direct $15 billion of that revenue to clean-energy projects, $60 billion in tax credits for lower- and middle-income working families, and additional money to help offset higher energy costs for families, small businesses and communities.

Posted by: Micajah on February 25, 2009 06:10 PM
7. This Phony Cap & Trade is just a Scam Hustle Money Grab by Governments on a feeding Frenzy for Enrichment, Growth and Power. This Global Warming Scam has a number of Tentacles like this to Steal and Enslave those who produce for Society. We are at War with Government Parasites who continually want to live off the sweat of those who produce. If we are not able to put down this assault and others, America will no longer exist.

Good Post.... Ze Energy Maan

Posted by: Daniel on February 25, 2009 06:25 PM
8. Hmmm...: Very interesting; especially the major changes to SB 5735 to make it an optional / voluntary system..... which reminds me:
My 1st comment on this thread @ #1 didn't come out quite right; i.e., where I said:
''... making SHB 1819 and companion SB 5735 ''become disappeared'' this time around.''

I was thinking of the ORIGINAL versions of both bills.
It is and has for some time now been pretty clear that some kind of ''climage change'' legislation was going to pass during this Session:
It was a priority for the Gov; and the (D)s running the Legislature have to at least make a show of delivering SOMETHING to their eco-at-any-price supporters. But the latest developments in both the House and Senate makes me a little more hopeful that we can for the most part dodge the ''dead center'' bullet on ''climate change'' this year (might still suffer a few minor flesh wounds, but that's better than taking a .308 round in the chest).

SIDEBAR kudos to my favorite (D): Sen. Tim Sheldon. I noted in the latest Bill Report on SB 5735 that he joined (R)s on the committee in voting for ''Do NOT pass''. If only there were a few more like him on the (D) side of the aisle.... [-sigh-].

Posted by: Methow Ken on February 25, 2009 06:27 PM
9. #8: I'm with you on Tim Sheldon. He's one of the few legislators there that makes you feel like he actually has a clue about the effects of stupid legislation on 'regular' people! More like him, yes!

Posted by: Michele on February 25, 2009 06:50 PM
10. BTW: Great link by Mr. Cynical @ #4:
Definitely worth the trip....
what the heck:
I'll save y'all cut-and-paste; and duplicate his link as embedded HTML:

Money into wind-solar ZERO impact on CO2

Posted by: Methow Ken on February 25, 2009 06:51 PM
11. This CO2 reduction is fuzzy math. First off, there is not a direct link between surface temperature and CO2, there is lag effect, which has a correlation of .6-.8 (approximate). Other greenhouse gases such as water vapor and methane are clearly better indicators.

The Germans just explained that wind and solar doesn't decrease CO2 in the atmosphere. Planting more trees would do more. Do you think that the other Washington will continue to move forward even though more seeds of doubt have been sown ? Judging by what we've seen, you betcha - they can't help themselves- the Obama Administration and Congress are in full pimping mode...

Posted by: KS on February 25, 2009 08:28 PM
12. Makes as much sense as taxing the crap out of cigarettes to penalize smokers, and then using the money on education. What happens to education when people finally reach the conclusion they can't afford smoking anymore--and quit?

Posted by: Scott on February 25, 2009 09:01 PM
13. You mean taxing air doesn't work? Who would have thought...

Posted by: Gary on February 26, 2009 07:30 AM
14. Just because an amendment passed in the policy committee reducing the bill to voluntary measures doesn't mean some Dem won't slap a striking amendment on top of it, entirely consisting of the original mandatory bill, once it hits the Senate floor. Then, the power grab for Ecology via the Manning/Gregoire love affair continues ...

Oh, and the grossly underestimated fiscal note of $1.7 million won't stop this train in Ways and Means.

Posted by: RedRaider2x on February 26, 2009 07:49 AM
15. More than $30 Billion has been spent on Global Warming by the US government, and with nothing to show at all in the way of evidence that it even exists, and even less to show that it is caused by man. That's a lot of Benjamins wasted where there is no science. If the Global Warmer's models worked, they would be able to use them to reasonably predict past climate, but they don't. And in the past the earth has thrived when the fertilizer CO2 was a much higher 1000 ppm than today's 380 ppm.

The reason why the models don't work, and growing CO2 has no effect is that the models ignore water, which has a specific heat 40 times greater than air. Water is what traps heat in the atmosphere, and what traps heat in the oceans. CO2 amounts to almost nothing.

And that's why the Carbon Credit markets collapse. It's all a sham based on nothing. If the left ever wants to get serious about stopping the pollution oriented aspects of burning fossil fuels, then they can switch to a clean and abundant baseload power source that is Nuclear. In the meantime, the market will dictate that we continue to burn coal. It's either that, or shutting off the electricity. And that's something that even a devout socialist like the Messiah, doesn't have the balls to do.

Posted by: Jeff B. on February 26, 2009 08:12 AM
16. And Eric, you could probably stand to educate yourself a little better by reading ICECAP At least there's hope that a more rational person like yourself will read the science, and then conclude that there is no threat, and certainly no need for government to waste any time or tax dollars on this non issue.

A "go slow" approach is a mealy mouthed incorrect statement typical of the GOP in WA. The assumption is that it's better to politically acknowledge something that doesn't exist so that you've got some clout to play with the majority on the other side of the aisle. Fine when you are talking about something debatable like spending on education, but wholly inadequate when you are subsidizing the fraud of "climate change."

Posted by: Jeff B. on February 26, 2009 08:18 AM
17. Olympia is a Dilbert cartoon.

Posted by: G Jiggy on February 26, 2009 09:43 AM
18. Does anybody here pay a utility bill? Good news! Your bill is gonna skyrocket to pay for His plans!

Posted by: Gary on February 26, 2009 09:47 AM
19. Jeff B.:
First of all I agree with you 100%. That being said, just a little correction here. In #15 you state that Global Warming™ "doesn't exist". That's not factually correct really. Global temperature change happens, it gets cooler and warmer all the time and the planet getting warmer fits into the schema. I know what you are meaning but the only reason I correct you is that the eco-wacko leftists will seize on your vernacular to prove you a Luddite that doesn't know what he is talking about.

The more normal people among us need to articulate that the planet's temperature does change as a manner of course but mankind has little or nothing to do with it. By properly articulating climate phenomenon, the eco-wacko leftists do not have an easy path to dismiss the real truth.

Posted by: G Jiggy on February 26, 2009 10:06 AM
20. The founder of IceCap has not only acted as a policy expert for Exxon, but also believes national governments are woefully unprepared for the negative effects of ongoing climate change which he believes is still occurring in the absence of CO2 or human activity. He puts some great and interesting focus on the impacts of urbanization on micro-climates and that is a grossly overlooked area in how we perceive the environmental impact of our civilization. It's a little weird that he believes that post-industrial society adversely impacts the climate so selectively. It's just plain unfortunate he and the other brains at IceCap get their contrarian nuts cranked more by mocking celebrity activists and defending the status quo than they do putting their findings to good use to make the future better than the present.

Posted by: Acid Brain on February 26, 2009 10:37 AM
21. cap-n-trade--
hope-n-change--

when i hear "CAP"--anyone following history knows the IRA's "knee-CAPPing" methods; that's what will happen to our economy with the cap-trade scam-ola...sad, but self-inflicted

and--THEN--we'll all be on the 3-year waiting list for a knee re-do with national healthcare;

liberals/progressives--don't bitch to me when things get ugly; sad thing is, you're taking us ALL over the snow cliff with the toboggan; those with sense literally can't jump off--hope you're happy in our soon to be "collective" misery

Posted by: jimmie-howya-doin on February 26, 2009 06:06 PM
22. G Jig,

Yeah, I have been reading the science every day for five years. I do know that there is a warming, and an element of it is caused by CO2. But the key takeaways are:

1: Warming is not bad, and especially in small degrees, and entirely natural.
2: Even though CO2 contributes, it is a matter of feedbacks and systemic contributions. Beyond an initial value, CO2 does little to increase feedback, and overall, it contributes only a tiny percentage to the total warming effect. Water is the key contributor. And that just makes sense because its specific heat is so much greater, that is where the density and heat lies. And water tends to form into large bodies like oceans, or into large vapor bodies like clouds, whereas CO2 is a gas and distributes itself uniformly like any gas.

The bottom line is that humans are not causing warming with CO2. And there is no crisis, and no reason to enact any legislation towards that end.

And frankly, I could care less about lefty trolls.

Posted by: Jeff B. on February 26, 2009 06:12 PM
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