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Thursday, March 06, 2025

Organizing the Battery Belt

In deep-red Hardin County, Kentucky, workers are trying to unionize a new electric vehicle battery plant. If Donald Trump scraps the IRA, it may cost thousands of his supporters safe, well-paying jobs.

March 2, 2025
Source: Jacobin


BlueOval SK workers in Hardin County discuss unionization. (Courtesy of the UAW)



On a bright winter afternoon in Hardin County, Kentucky, I drive through a snowy residential neighborhood, rural enough for a bird of prey with a critter in its talons to fly above my windshield. Then, turning a corner, I come to a massive, sprawling factory actively being built.

Smokestacks pump. Bulldozers push dirt. There are actually twin factories going up, side by side. A steady stream of Korean specialists — here from their homes six thousand miles away to train local workers — throw on hard hats and light cigarettes on their way into the plant. Somber warnings posted in English and Korean forbid anyone from capturing footage inside the plant. I loiter outside the metal detectors and the rest of the beefy security apparatus snapping photos on my phone until a guard hustles out ordering me to delete them. I feel like I’ve wandered into an exclusionary zone where a top-secret military base is being hastily constructed.

This is the electric vehicle battery plant BlueOval SK, a joint venture between American car giant Ford and the South Korean electric vehicle battery company SK On. Along with its sister plant in Tennessee, this will be the largest manufacturing project Ford has ever undertaken.

BlueOval SK is part of a rapid-fire blitz in American manufacturing pushed by generous corporate incentives in the Biden administration’s landmark 2022 Inflation Reduction Act, or the IRA. Aiming to both fight climate change and boost American manufacturing, the Biden administration calculatedly tied the IRA’s green energy provisions to job creation. An estimated $422 billion in overall investments and 400,000 jobs have been announced in clean energy since the IRA was passed. More than half of those jobs are in Republican-held congressional districts like Hardin County.

Outside of Tennessee and Kentucky, plants like BlueOval SK have sprouted up in Indiana, Ohio, Georgia, and North and South Carolina. Collectively, these manufacturing facilities have already garnered a nickname: the battery belt. But President Donald Trump, backed by 64 percent of Hardin County voters in the 2024 election, is vowing to stop the growth of the electric vehicle industry, which could soon endanger the prospects for both BlueOval SK and its workers. Republican lawmakers in this district are faced with a question: Will they stand with Trump or their own constituents’ livelihoods?

“We’re in the early stages of a once-in-a-century transition,” says Nick Nigro, founder of the clean-energy research firm Atlas Public Policy. In the electric vehicle industry, the paramount concern is the United States falling too far behind to the currently dominant Chinese market. “What’s on the line right now — it’s not just the jobs of today, it’s the jobs of the future. If we lose this market today, China and the rest of the world blows past us. The way for us to reduce the risk of losing jobs is to keep building the products of the future — and, frankly, to go faster.”

Now here’s the thing about all those new battery belt jobs: they can be extremely dangerous. Workers at battery plants face a harrowing array of hazards, from fires to toxic fumes to “acid spills potent enough to eat through flesh and bone.”

In Hardin County, those threats have supercharged a union drive. BlueOval SK won’t begin production in Kentucky until later in 2025, but its workers have already filed for an election to join the United Auto Workers (UAW), the powerful union representing nearly 400,000 members nationwide. Their unionization fight will come under a Trump administration that is actively reversing pro-union Joe Biden–era policies and a recently confirmed labor secretary, Lori Chavez-DeRemer, who has already walked back her past support for legislation that supports union organizing.

Halee Hadfield — a quality operator at BlueOval SK — says that higher wages that might come through bargaining would be “gravy on the biscuits.” But what she really cares about is her health. Hadfield and her coworkers hope that by unionizing, they can win proper safety protocols and personal protective equipment.

“I’m twenty-fix,” she says. “I don’t wanna breathe in these fumes and go to the doctor at thirty-six because I have a cough that won’t stop and get told, ‘You have six months to live, you’re dying of cancer.’” Hadfield says she’s been explicitly told in training classes that the company is prioritizing its production goals over everything, including worker safety.

“All they care about is making batteries and making money,” Hadfield says. “I get that — we all have an interest in whether or not this company succeeds. But not at the expense of my literal life. Or anyone else’s.”

At BlueOval SK, the workers building the future of the car industry are in an unprecedented situation. They’re hoping Trump won’t kill their jobs. And they’re hoping their jobs won’t kill them.
How Trump Is Plotting to End the Electric Car

In his January 20 inauguration speech, Trump promised that “we will build automobiles in America again at a rate that nobody could have dreamt possible just a few years ago,” meaning gas-powered cars, and boasted that his actions were all about “saving our auto industry and keeping my sacred pledge to our great American autoworkers.”

Rob Collette, a fortysomething self-described “punk-rock kid” covered in tattoos, is an operator in the formation process at BlueOval SK. Despite what Trump might suggest, Collette is very much an American autoworker. And he is a true believer in electrification and BlueOval SK. “The technology, the facility, the machinery,” he says. “It’s blown my mind.”

Several months back, while out on a cigarette break at work, Collette fell amid construction material. His foot caught on scaffolding, and his body landed awkwardly. He knew immediately that he’d broken his hip. Colette sees his injury as part of a pattern of neglect from BlueOval SK that means “nobody feels safe.”

But despite his injury, Collette can’t wait to get back to the job. He’s now in physical therapy twice a week, working as hard as he can on his rehabilitation.

“This is the future,” he says. “To be lucky enough to be a part of it — I feel it’s a blessing. We all want to build the best batteries available — we wanna ring bells.”

In an executive order released on the day of his inauguration, Trump promised “to eliminate the ‘electric vehicle mandate.’” While the order itself was largely ceremonial, the Trump administration has now begun to roll back Biden’s incentives. Actions have ranged from pausing a fund for electric vehicle charging stations to freezing all federal climate spending. While federal judges have instructed the administration to unfreeze the money, the disruption is already impacting projects nationwide. Additionally, the Trump administration’s Environmental Protection Agency has stated that it plans to end the contracts for $20 billion in clean energy funds already allocated to communities across the country.

The ultimate goal for many Congressional Republicans will be to repeal parts or all of the IRA. Rep. Brett Guthrie (R-KY), who represents Hardin County in the House, has championed that cause.

Elected as the chair of the House Energy and Commerce Committee in December just after Trump’s election victory, Rep. Guthrie has attacked the IRA, referring to some of its provisions as “Green New Deal slush fund[s].” But when it comes to the IRA’s provisions boosting electric vehicles, Guthrie has not been so outspoken. When Kentucky’s BlueOval SK plant was first announced in 2021, Rep. Guthrie was happy to boast that the investment was “innovative” and “historic” for “hardworking Kentuckians.”

Guthrie’s office did not respond to multiple requests for comment for this piece.

Despite having greatly benefited from the IRA, Tesla CEO and close Trump advisor Elon Musk supports Trump’s move to reverse its policies. “Take away the subsidies,” Musk has posted on X/Twitter. “It will only help Tesla.” The reason is both cynical and simple: Musk is likely betting that doing away with said subsidies will hurt his competition more than it will hurt him. As the American Prospect’s David Dayen has put it, Tesla would be “pulling up the ladder after climbing it themselves.”

BlueOval SK estimates it will employ five thousand people when fully up and running in Kentucky. According to a 2023 report commissioned by the Hardin County Chamber of Commerce, BlueOval SK has the potential to create more than eight thousand additional local jobs along with other ancillary effects: more housing, better hospital services, more students enrolled in the local school system.

The IRA accelerated the electric vehicle industry both by providing tax credits to consumers to incentivize them to purchase electric cars and by providing massive tax credits to the companies producing the vehicles and their component parts. On an earnings call soon after the IRA passed, Ford’s CEO estimated its credits could be worth up to $7 billion for the company over just the next few years. The federal government has also awarded more than $23 billion in loans and grants to the electric vehicle industry. That, in turn, led to roughly $150 billion in private investments.

Just before Biden left office, BlueOval SK received its $9.63 billion federal loan in full, a spokesperson for the company confirmed. “We will monitor changes made by the current administration and adapt as needed,” the spokesperson told me. “However, our vision of electrification remains a key part of the future.”

Hadfield says that she and her coworkers do at times have friendly debates about Trump’s policies and their potential impacts on their jobs, but that ultimately any differences in opinion are largely swept away by their symbiosis on the union efforts.

As for her personal point of view, she says, “There’s been subsidies for Wall Street. There’s been subsidies for oil companies. I don’t understand what the issue would be with subsidies as it pertains to investing in the future — quite literally — of mobility.”
Going Home With All Your Fingers and Toes

Many of the states making up the battery belt, including Kentucky, have right-to-work laws, legislation supported by Trump and his new labor secretary that makes it harder for unions to collect dues and bargain. In 2023, the UAW won huge gains for their workers at plants owned or operated by Ford, General Motors, and Stellantis — including pay raises and improved profit sharing — after the “stand-up strike,” an innovative approach in which a collective 50,000 workers struck in waves for over a month. In the wake of the strike’s success, the UAW began branching out to the American South, where unions have historically struggled to gain ground.

The IRA offers manifold gifts to corporations, but it does not mandate any basic manufacturing labor conditions that companies must meet to qualify for all that free money. So while politicians love to boast that manufacturing facilities like the ones growing throughout the battery belt are bringing “good jobs” to their local economies, it’s often up to those workers to ensure that their jobs are, in fact, safe and well-paying.

The headquarters of the UAW’s Hardin County branch is a low, utilitarian brick building fronted by an American flag and, on a recent crisp winter night, slick patches of ice. Inside, BlueOval SK workers chat happily while rooting through boxes of bright red shirts reading “Future UAW member.” On one wall, a righteous bald eagle cruises alongside a relevant slogan: “AMERICA WORKS WHEN YOU BUY AMERICAN.”

Emily Drueke, a cheery twentysomething wearing a pink sweater and a penguin-shaped backpack, tells me that the issues she and her coworkers face range from lackluster health insurance to a literal bat infestation at a makeshift training center for BlueOval SK hires. “I saw one chase a girl,” Drueke says. “I was like, ‘Oh, I’m glad that ain’t me.’”

Then there’s the constant fear of fires and explosions stemming from the highly combustive nature of the raw materials in the plant. In training, they were told to refer to any such incidents by the mild euphemism “thermal events.” In South Korea, explosions at battery plants have led to mass casualties.

Driving around near BlueOval SK, you’ll see a crop of billboards plugging the plant. One reads “Kentucky is electric” and features a worker decked out in elaborate, futuristic personal protective equipment. In training, Halee Hadfield says, she was shown image after image of workers similarly decked out in what she calls “astronaut suits.”

When Hadfield actually began work, she was shocked to see that she wasn’t given enough respirators, professional-grade masks needed to filter out fumes and chemicals. “Thanks for the $60 branded company hoodie,” she seethes, “but I want my fucking respirator!” Borrowing an internet term referring to online impostors, Hadfield jokes, “I feel like I got catfished.”

If BlueOval SK’s union drive is successful, it won’t be the first battery belt facility to unionize. A few hundred miles north, in Lordstown, Ohio, employees at Ultium Cells — a joint venture between General Motors and LG Energy Solutions — now work under a UAW-negotiated contract that has stipulated pay raises, strict limits to chemical exposure, and the presence of full-time on-site health and safety representatives.

During their union push, Ultium employees reported frequent incidents involving exposure to toxic fumes, leading to dizziness, vomiting, and a string of other medical conditions. After one such exposure, an Ultium employee reported, “I come home every day, and I’m blowing black stuff out of my nose.” Proper safety protocols in battery plants are designed to minimize exposure and risk, but some of the materials are known to be carcinogenic. At Ultium, employees working in electrode mixing are now required to get tested for cancer every three years.

In 2023, the Ultium plant suffered an explosion. A subsequent investigation by the Occupational Safety and Health Administration (OSHA), the federal agency focused on worker safety, found that Ultium had not adequately trained its employees on safety protocols, did not properly label chemicals, did not provide eyewash stations and emergency showers, and “did not comply with federally required safety standards for the use of personal protective equipment, including respirators.”

In 2024, OSHA cited another SK On plant in Georgia for a variety of violations. In a statement, an OSHA representative said, “We have found SK Battery America failing in their responsibility to meet required federal standards designed to help every worker end their shift safely.”

In response to questions about safety concerns at BlueOval SK in Kentucky, a spokesperson provided a statement: “Personal protective equipment (PPE) is always required within the working areas of our facility. Our team members are provided PPE and instructed on how it is to be properly worn for optimal protection. We believe any claims to the contrary are not only false but malicious.”

As for the union drive, the statement reads, “Most of the team who will work at BlueOval SK Battery Park have not yet been hired.” It also notes that the UAW “is trying to rush BlueOval SK into unionization before our full workforce has the opportunity to make a truly free and informed choice.”

OSHA is part of the Department of Labor, which, along with much of the federal government, has become a target for Elon Musk’s Department of Government Efficiency. Musk is not necessarily an impartial actor: OSHA has repeatedly fined multiple Musk-owned companies for workplace safety violations. According to a 2023 Reuters investigation, Musk’s rocket company SpaceX has racked up hundreds of unreported workplace accidents involving “crushed limbs, amputations, electrocutions,” and one death.

At BlueOval SK, workers say they have heard instructors refer to regulations from OSHA as “a speed bump.” Hadfield believes that BlueOval SK management doesn’t “understand that OSHA regulations are written in blood — that people had to die for it to get this serious.”

BlueOval SK workers say their frustrations are counterbalanced by the energy they get from the union drive and the promise the plant holds. Drueke says that union organizing meetings “remind me of church — the good parts! You leave feeling so happy. We all understand that this is for everybody in the plant — for everybody that’s ever going to step into the plant, even if it’s my great-grandkid. I want them all to go home with all their fingers and toes and no diseases.”
The Republicans Defending the IRA

Keith Taul, Hardin County’s judge/executive — effectively its mayor — works out of a spacious corner office in a municipal building with the slight air of a modernist prison. We sit at a wide desk, a bowl of peppermints between us.

BlueOval SK is located in Glendale, a tiny unincorporated town within Hardin County known for a quaint restaurant, the Whistle Stop, that bills itself as the “Home of the Million Dollar Ham.” The plant’s presence, Taul says, means Hardin County locals can access “really good jobs, right here, close by, so you don’t have to go somewhere to find work and support a family and buy a home.”

Those jobs are being created in the wake of the Biden administration’s costly push to support the American electric vehicle industry. But if Trump fights the growth of that same industry, Taul says, he’s okay with it.

“We do have a massive EV battery plant here in Hardin County, and it has the capability of hiring a bunch of people — not just for Hardin County but this whole region, this whole state, really,” Taul says. “We need to support it. I want it to succeed.” But, Taul says, “I’m a Republican, okay? So I take the side of ‘let the industry grow as it needs to grow.’ I don’t know about the amount of money that it’s taken to try to incentivize electric vehicles.”

Taul is also “skeptical” about the climate change that is motivating the push for electric vehicles: “I don’t know that the almighty God said that our climate was always going to stay the same.”

As the battery belt has grown, some House Republicans have expressed conditional support for the IRA. Speaker Mike Johnson (R-LA) himself has said he wants to use a “scalpel, not a sledgehammer” when approaching the IRA. In a meeting of the Ways and Means Committee held just after Trump’s 2025 inauguration, Republicans from Georgia to Michigan backed the bill.

“I ask that you proceed with caution when addressing provisions” that have created “thousands of jobs both throughout my district and across the country,” Rep. Erin Houchin (R-IN) said. “Upending these incentives could have severe economic consequences if not approached thoughtfully.”

The same day as the Ways and Means meeting, Rep. Houchin released a statement praising Trump for “making good on his promises to restore this country,” adding that the “executive orders issued on Day One” — which included the order aggressively attacking electric vehicles — “are common sense and have seen widespread support.”

How much of the IRA will Republicans actually scrap — at Trump’s urging and, in many districts, against their constituents’ own interests?

Rep. Don Bacon (R-NE) voted against the IRA but is now fighting to protect its provisions that boosted wind energy and the biofuel industry in his Nebraska district and throughout the state. (He says his opposition to the IRA was primarily rooted in its expansion of the IRS.) “I know a lot of Republican businessmen that have invested millions of dollars” in clean energy, he says. “You can’t withdraw these tax credits once people are already invested. These tax incentives are creating jobs. That’s a good thing.”

When we speak in early February, Rep. Bacon has just gotten out of a series of hours-long meetings with congressional Republicans and Trump in part about the IRA. “Some guys are hard of hearing. They keep saying let’s gut the IRA. I said, ‘Dudes — no. Let’s come to reality. You’re not getting the support.’”

Back in Kentucky, Gov. Andy Beshear, a Democrat, is bullish on his state’s electrification plan and its job growth potential. While appearing on a decarbonization panel recently, Beshear explained his support for plants like BlueOval SK by referencing the collapse of the local coal industry. “I never wanted our people to be behind that curve again,” Beshear said, and to “have to suffer the job losses.”

“The desire for sustainability was there before the previous administration, and it will remain after the current administration,” he added. “A lot of people have tried to fight the future, and no one’s ever won.”
Next Up: Win a Union Election

On my last night in Hardin County, I go back to the local UAW hall. The vibe isn’t as chummy as my first visit. BlueOval SK appears to have begun its anti-union push, the organizers report; employees have been ushered into meetings with outside consultants. Tonight, organizers have been role-playing conversations they may have with coworkers and management about the union. “You can feel the temperature turn up,” Bill Wilmoth, an impassioned organizer, tells me.

Wilmoth worries that less-informed or newer workers — “people that are already a little nervous, a little scared, a little uncertain in this environment” — will be easily frightened away from joining the union by these meetings. “It’s morally unconscionable,” he says. “Doggone it, how can you knowingly — now knowingly — prey on people?”

Traditionally known as “captive audience meetings,” such gatherings were declared to be unfair labor practices by Biden’s National Labor Relations Board (NLRB, empowering workers to avoid the anti-union propaganda. William B. Cowen, the board’s Trump-appointed acting general counsel, has already indicated he will push the board to overturn that decision; Cowen is also indicating he will encourage the board to reverse recently established standards protecting workers from company interference in union elections.

While Trump claims the mantle of working-class protector, his administration’s policies could make it exceedingly difficult for the workers at BlueOval SK to win their union.

Those workers know that the future of their livelihoods may depend on decisions made in Washington, DC. And Wilmoth — a self-described “right-wing libertarian” — expresses hope that Trump’s relationship with Musk means he might, ultimately, continue the federal government’s support of electric vehicles. Ultimately, though, the workers are confident that BlueOval SK will continue to grow alongside the electric vehicle industry because they trust that the future is coming.

“Years ago, when everybody was driving horses and buggies, they said, ‘These Ford Model T’s wasn’t never gonna take off;” says Wilmoth’s coworker Chad Johnson. “Over time, it doesn’t matter who’s in the White House or who’s in the Kremlin — these things are gonna take off.”

Walking out of the UAW hall at the end of the night, Johnson and Wilmoth joke around about typo-laden memes attacking their union drive that have been spreading online. They’re holding thick stacks of union leaflets. Tomorrow they’ll be at the plant early, before their shifts, to hand out the material for folks who can’t make it to the nighttime organizing meetings. The date for the union election has not yet been set by the NLRB, but these workers want to do as much as they can before that day comes.

“I don’t see anything dampening my confidence in what we’re doing,” Johnson says. “It’s a resolve that nothing’s going to stand in the way. It’s not a matter of if we win — it’s when we win and how big we win.”

As they scatter carefully over the icy parking lot to their cars, Wilmoth shouts out through the darkness: “And after we win, we’ll invite you to the party!”


Amos Barshad is the author of No One Man Should Have All That Power: How Rasputins Manipulate The World. He lives in London.
US Refinery Shutdowns, Growing Demand Could Send Fuel Inventories to 25-year Low



By Irina Slav - Mar 04, 2025

EIA: fuel inventories could plunge to the lowest levels since 2000.

The refining industry globally has been experiencing the effects of a declining supercycle even though demand has continued to grow.

EIA: this squeeze is about to become marked next year.




Refinery closures combined with growing demand for gasoline, diesel, and jet fuel are about to start squeezing available volumes—and this squeeze is about to become marked next year. That’s according to the Energy Information Administration, which warned this would plunge inventories to the lowest levels since 2000.

Two refineries are set to shut down this year, the EIA said in the latest edition of its monthly Short-Term Energy Outlook. One is in Houston, and the other in Los Angeles. The Houston facility, owned by LyondellBasell, which has already begun the process of the shutdown, has a capacity of 263,776 barrels daily. The Los Angeles refinery, property of Phillips 66, can process 138,700 barrels of crude daily. The closure of these two would reduce fuel production capacity in the country by 400,000 barrels daily.

The refining industry globally has been experiencing the effects of a declining supercycle even though demand has continued to grow, and, as confirmed by the EIA, this growth will continue. Even so, the record margins of 2022 and 2023 are gone now. Before the new cycle begins, some belt-tightening is in order.

Related: Trump’s Tariff To Hike Prices at the Pump for US Drivers: Gas Buddy

In the U.S., refiners were also subjected to additional pressure during the Biden administration to join the federal government’s climate change-oriented energy policy and switch to biofuels from petroleum fuels. In California, specifically, pressure has been strong, both on the federal and state level, with the government in Sacramento recently demanding from refiners in California to keep a certain level of fuel inventories to avoid price spikes that the refiners themselves attribute to the state government’s energy policies seeking to phase out vehicles using petroleum fuels.

The closure of the Phillips 66 refinery in Los Angeles is one consequence of that policy. There are even reports that California authorities are considering refinery nationalizations to secure the supply of fuels to drivers in the state. Two refineries in California have already converted to biofuel production plants because biofuel production fetches generous subsidies from the state government: Phillips 66 is closing the L.A. facility by the end of this year, and Chevron and Valero are also considering shutdowns.

As a result of these refinery closures, the supply of fuels will understandably tighten, with diesel and jet fuel especially vulnerable, it seems. The diesel tightness will be global and manifest this year, as an estimated 1 million barrels per day of refining capacity across Europe and the U.S. is set to close permanently. Another 800,000 barrels daily in new capacity is set to come online in China, India, and Indonesia, Reuters estimated at the end of 2024, which leaves a gap of about 200,000 bpd. Demand for fuels, meanwhile, has continued to surprise to the upside.

In the United States specifically, refining output is estimated to decline by 190,000 barrels daily this year, the Energy Information Administration said this week, with a further decline of 180,000 barrels daily in 2026. “To meet the forecast increase in U.S. consumption of petroleum products with less U.S. refinery capacity, we expect refinery utilization to remain relatively high and for net U.S. exports of petroleum products to decrease to meet domestic fuel demand,” the EIA said in its Short-Term Energy Outlook.

If demand for fuels continues growing, a shortage may well be on the way, as suggested by the chief executive of Phillips 66 last year. Mark Lashier said in September 2024 that refinery closures prompted by low margins could shave some 700,000 bpd from global refining capacity. He saw this as a positive for U.S. refiners, however. “The US has become very competitive in refining,” Lashier said. “We’re able to compete out in the world global markets.”

By Irina Slav for Oilprice.com

Wednesday, March 05, 2025

 

News article or big oil ad? As native advertisements mislead readers on climate change, Boston University experts identify interventions




A sneaky form of advertising favored by oil giants influences public opinion with climate action misperceptions, but researchers are studying potential solutions.




Boston University





In the battle against climate disinformation, native advertising is a fierce foe. A study published on March 4, 2025 in npj Climate Action led by Boston University (BU) researchers, in collaboration with Cambridge University colleagues, evaluates two promising tools to fight misleading native advertising campaigns put forth by big oil companies.

Many major news organizations now offer corporations the opportunity to pay for articles that mimic in tone and format the publication’s regular reported content. These ‘native advertisements’ are designed to camouflage seamlessly into their surroundings, containing only subtle disclosure messages often overlooked or misunderstood by readers. Fossil fuel companies are spending tens of millions of dollars to shape public perceptions of the climate crisis.

“Because these ads appear on reputable, trusted news platforms, and are formatted like reported pieces, they often come across to readers as genuine journalism,” said the study’s lead author Michelle Amazeen, an associate professor of mass communication and director of the Communication Research Center at BU’s College of Communication. “Research has shown native ads are really effective at swaying readers’ opinions.”

The new study is the first to investigate how two mitigation strategies — disclosures and inoculations — may reduce climate misperceptions caused by exposure to native advertising from the fossil fuel industry. The authors found that when participants were shown a real native ad from ExxonMobil, disclosure messages helped them recognize advertising, while inoculations helped reduce their susceptibility to misleading claims.

“As fossil fuel companies invest in disguising their advertisements, this study furthers our understanding of how to help readers recognize when commercial content is masquerading as news and spreading climate misperceptions,” said study co-author Benjamin Sovacool, a professor of earth and environment in the BU College of Arts & Sciences and director of BU’s Institute for Global Sustainability (IGS).

Amazeen is also a core faculty member at IGS, which provided funding and support for this research in partnership with BU’s Rafik B. Hariri Institute for Computing and Computational Science & Engineering.

The research builds on a growing body of work by Amazeen and colleagues at the College of Communication assessing how people recognize and respond to covert misinformation campaigns. By better understanding these processes, they hope that they can prevent misinformation before it takes root and changes people’s beliefs and actions on important issues like climate change.

‘The Future of Energy’ Ad

Starting in 2018, readers of The New York Times website encountered what appeared to be an article, titled “The Future of Energy,” describing efforts by oil and gas giant ExxonMobil to invest in algae-based biofuels. Because it appeared beneath the Times’ masthead, in the outlet’s typical formatting and font, many readers likely missed the small banner at the top of the page mentioning that it was an ad sponsored by ExxonMobil.

The ad, part of a $5-million-dollar campaign, neglected to mention the company’s staggering carbon footprint. It also omitted key context, The Intercept reported, like that the stated goal for algae-based biofuel production would represent only 0.2% of the company’s overall refinery capacity. In a lawsuit against ExxonMobil, Massachusetts cited the ad as evidence of the company’s “false and misleading” communications, with several states pursuing similar cases.

Putting Two Promising Interventions to the Test

The BU-led research team examined how more than a thousand participants responded to “The Future of Energy” ad in a simulated social media feed.

Before viewing the ad, participants saw one, both, or neither of the following intervention messages:

  • An inoculation message designed to psychologically ‘inoculate’ readers from future influence by broadly warning them of potential exposures to misleading paid content. In this study, the inoculation message was a fictitious social media post from United Nations Secretary-General Antonio Guterres reminding people to be wary of online misinformation.
  • A disclosure message with a simple line of text appearing on a post. In this study, the text “Paid Post by ExxonMobil” accompanied the piece. Studies have shown that more often than not, when native ads are shared on social media, this disclosure disappears.

“Each of these two approaches can be beneficial in its own way, and each has shortcomings,” said study co-author Arunima Krishna, an associate professor of mass communication, advertising, and public relations at the BU College of Communication and an associate director at IGS. “With this study, we got a clearer understanding of how each message type can work to counteract climate disinformation. We also studied how the two interventions can work together.”

Bolstering Psychological Resilience to Native Ads

The team found that the ad bolstered opinions on ExxonMobil’s sustainability across the study’s many participants, regardless of which messages they saw, but that the interventions helped to reduce this effect. Some of the key findings include:

  • The presence of a disclosure more than doubled the likelihood that a participant recognized the content as an ad. However, the participants who had seen a disclosure and those who had not were equally likely to agree with the statement “companies like ExxonMobil are investing heavily in becoming more environmentally friendly.”
  • Inoculation messages were much more effective than disclosures at protecting people’s existing beliefs on climate change, decreasing the likelihood that participants would agree with misleading claims presented in the ad.

“Disclosures helped people recognize advertising. However, they didn’t help them recognize that the material was biased and misleading,” Amazeen said. “Inoculation messaging provides general education that can be used to fill in that gap and help people resist its persuasive effects. Increasing general awareness about misinformation strategies used by self-interested actors, combined with clearer labels on sponsored content, will help people distinguish native ads from reported content.”

This study is part of the Boston University Climate Disinformation Initiative, interdisciplinary research on how climate lies spread, who they mislead, and how to stop them. It was jointly funded by the Institute for Global Sustainability and the Rafik B. Hariri Institute for Computing and Computational Science & Engineering.


Researchers see breakthrough with biofuel




UC, national lab examine how alcohol damages microbes that produce it




University of Cincinnati





One limitation of producing biofuel is that the alcohol created by fermentation is toxic to the microbes that produce it.

Now scientists are closer to overcoming this obstacle.

Researchers from the University of Cincinnati and the U.S. Department of Energy’s Oak Ridge National Laboratory achieved a breakthrough in understanding the vulnerability of microbes to the alcohols they produce during fermentation of plant biomass.

With the national lab’s neutron scattering and simulation equipment, the team analyzed fermentation of the biofuel butanol, an energy-packed alcohol that also can be used as a solvent or chemical feedstock.

Butanol is toxic to the very microorganisms that produce it. This toxicity limits the amount of butanol that can be generated during fermentation, presenting a challenge to bio-based production, said Jonathan Nickels, an associate professor of chemical and environmental engineering in UC’s College of Engineering and Applied Science.

“The primary location of toxicity is in the membrane,” Nickels said. “Ultimately, the solvent thins it out and makes it softer and less stable. Ultimately, you get holes in the membrane. When this happens, the cell loses the ability to generate energy.”

They shared their results in the journal Langmuir.

Lead author Luoxi Tan, a doctoral graduate of UC’s College of Engineering and Applied Science, is now a postdoctoral researcher at the national laboratory. He said researchers next will look to see if they can make biofuel more efficiently by stabilizing the membranes of the cells in the biomass.

Researchers investigated the processes occurring during fermentation using neutron scattering experiments that allow for non-destructive testing of the membrane, letting scientists see the structures and arrangements of molecules.

“Neutrons give you the ability to probe the interior of the membrane to help determine how the butanol is distributed,” said Hugh O’Neill, director of the Center for Structural Molecular Biology at Oak Ridge.

Researchers used supercomputers to perform molecular dynamics simulations to examine how atoms and molecules move and interact over time.

Nickels said these tools allowed researchers to see what’s happening to the structure of a cell’s membrane at the molecular level.

“The findings have very relevant and meaningful long-term implications,” Nickels said. “We want to make biofuels more efficient, which would have significant economic outcomes.”

The project was funded by the national lab’s Center for Structural Molecular Biology.

Monday, March 03, 2025

 

US Biofuels Industry Demands Clarity on Future Regulations

  • Oil and biofuel groups have formed an unusual alliance to advocate for increased biofuel blending mandates in response to market instability caused by the Trump administration's opaque approach to biofuels policy.

  • International biofuels projects, such as a private equity-backed refinery in Canada, have been negatively affected by the regulatory chaos and market disruptions tied to U.S. tax credit policies and uncertainties surrounding the Renewable Fuel Standard.


Regulatory chaos is upending the biofuels industry. Pending changes and high levels of uncertainty at the Environmental Protection Agency (EPA) could have huge impacts on the sector, and in particular on bio-diesel. In the previous Trump administration, extensive waivers were issued to small refineries, allowing them to bypass well-established biofuels quotas, taking a huge bite out of the sector.

Already, the volume of petitions for exemptions from the federal-level Renewable Fuel Standard “has risen dramatically in recent months” according to the University of Illinois economist Scott Irwin, as reported by Agri-Pulse this week. There are currently 139 such petitions pending for compliance years 2016-2025. 

Renewable Fuel Standard (RFS) quotas – also commonly known as renewable volume obligations (RVOa) – require certain levels of biofuels (such as products like corn-based ethanol, manure-based biogas, and wood pellets) in the national fuel mix to supplement petroleum-based fossil fuels. “Renewable fuel” is an umbrella term used by the EPA to encompass “fuel produced from planted crops, planted trees, animal waste and byproducts, and wood debris from non-ecological sensitive areas and not from federal forestland,” according to a summation from Grist. 

Most recently, RVOs were proposed and finalized annually until the compliance year 2023 at 20.94 billion gallons, with standards were set through the end of this year at 22.33 billion gallons. This means that the Trump administration needs to begin considerations for 2026 requirements. But so far the highly disruptive Trump administration’s approach to biofuels targets and policy remains opaque at best.

In response to extreme market uncertainties fueled by this opacity, U.S. oil and biofuel groups banded together last week in a highly unusual show of solidarity to urge the Trump administration to increase biofuel blending mandates. These groups included the American Petroleum Institute, one of the United States’ largest oil trade organizations, and the Renewable Fuels Association and Growth Energy. However, The American Fuel and Petrochemical Manufacturers notably did not participate in the campaign

"While our organizations have not always agreed on every detail, we have joined together in recognition of the critical role liquid fuels serve in the American economy, to advance liquid fuels, and ensure consumers have a choice of how they fuel their vehicles," the groups penned in a letter to Lee Zeldin, the new EPA administrator. "We believe strong, steady volumes for conventional biofuel targets, biomass-based diesel, and advanced fuels would more accurately reflect the availability and ongoing investments in feedstocks and production capacity," they went on to write.

Anxieties over potential future cutbacks and regulatory uncertainty and chaos in the United States is already creating tangible fallout in the international biofuels sector. A private equity-backed biofuel refinery in Canada halted operations in December, after investing firms Cresta Fund Management and Energy Capital Partners had already poured over $650 million combined into the project. When operational, most of the refinery’s output went directly into U.S. markets. As such, market disruptions tied to U.S. tax-credit policies led to low profit margins and an uncertain future for the refinery, resulting in the decision to put the plant on ice.

The Wall Street Journal reports that the idling of the project “underlines the risks faced by asset managers in a nascent renewable-fuel sector still highly dependent on government policies for support.” Anxieties about these risks are widespread. One of the requests included in the letter sent to Zeldin by oil and biofuels groups was to urgently release multi-year standards for the Renewable fuel standard “to provide more market certainty for both refiners and renewable fuel producers” according to reporting from Reuters.

Biofuel quotas have long been contentious among fossil fuel supporters and environmentalists alike, though Big Oil seems to be changing its tune in the interest of market stability. “Relying on dirty fuels like factory farm gas and ethanol to clean up our transportation sector will only dig a deeper hole,” Tarah Heinzen, legal director for the non-profit environmental watchdog group Food & Water Watch said during the last round of Renewable Fuel Standard deliberations in 2023. “The EPA should recognize this by reducing, not increasing, the volume requirements for these dirty sources of energy in the Renewable Fuel Standard.” 

By Haley Zaremba for Oilprice.com

 

Petrobras to Triple LPG Fleet Capacity and Support Brazilian Shipbuilding

Brazilian gas carrier
Petrobras looks to nearly triple is LPG capacity (Transpetro)

Published Feb 28, 2025 1:46 PM by The Maritime Executive

 

 

Transpetro the shipping arm of Brazil’s energy major Petrobras (Petróleo Brasileiro) announced ambitious growth plans for its LPG fleet and its entry into ammonia transport at an event that also highlighted support for Brazil’s shipbuilding industry. President Luiz Inácio Lula da Silva, Vice President Geraldo Alkmin, and the Minister of Mines and Energy, Alexandre Silveira, attended to demonstrate the government’s commitment to the maritime, shipbuilding, and energy sectors.

Two initiatives were announced during the Brazilian Naval and Offshore Industry Business Fair with the federal government saying it will foster new opportunities in the sector. Petrobras CEO Magda Chambriard said the new initiative was in line with the gradual increase in natural gas production while predicting it would boost job creation and expand participation of Brazilian industry in the maritime and offshore sectors.

“We will consolidate Transpetro as the largest Brazilian shipowner in gas transportation, strengthening the company in a segment that is of great importance to the Petrobras System and all of Brazil,” announced Transpetro CEO Sérgio Bacci. He said it was part of the broader plan to renew and expand Transpetro’s fleet and provide less exposure to vessel charters.

The effort calls for increasing the number of vessels in the gas tanker fleet from six to 14 and increasing the transport capacity from 36,000 to 108,000 cubic meters. The companies launched a tender for eight new gas carriers split into two tenders. The first is for five vessels, with three vessels with a capacity of 7,000 cubic meters and two with a capacity of 14,000 cubic meters. These gas carriers will be pressurized and intended for the transport of LPG and derivatives. The second tender is for three semi-refrigerated vessels with a capacity of 10,000 cubic meters which would be the first for the company capable of transporting ammonia.

The design of the vessels calls for them to be 20 percent more efficient in fuel consumption which they said would reduce greenhouse gas emissions by 30 percent. They also need to be able to operate in electrified ports. Companies have 90 days to submit their bids but they can only win one of the two tenders. 

The tender calls for the first of the vessels to be delivered within 30 months after the contract is finalized. The others should be delivered at six-month intervals.  

Petrobras highlights it is a continuation of its newbuilding program which began in July 2024. In January, the company contracted for four new handy class tankers. At the end of last year, the company also contracted for 12 new support vessels (PSV) to transport equipment to its offshore locations. Petrobras plans to also hire 20 new vessels, including 10 for emergency support and response (OSRVs), eight for inspections (RSVs), and two for platform anchoring (AHTS). Petrobras is requiring 40 percent local contact in the construction of the OSVs to ensure the participation of Brazilian companies.

The company also said that it plans to decommission 10 platforms by 2029. They are now exploring the reuse of these units as they said it could reduce logistics costs, strengthen the supplier base, and promote sustainable business practices.

The new vessels are part of a group of 25 ships that Petrobras plans to add between 2025 and 2029. They noted that 16 have already been contracted. Transpetro reports in addition to the six gas carriers, it currently has 16 crude oil tankers, five product tankers, and nine shuttle tankers, making it the largest multimodal oil, derivative and biofuel logistics company in Latin America.



Petrobras Gears Up for Offshore Boom


 By Julianne Geiger - Feb 28, 2025



Petrobras is beefing up its offshore game, throwing four more support vessels into the mix by 2026—bringing the grand total to 48. Brazil’s state-run oil company is gearing up to boost production to 2 million barrels per day (bpd) at the Buzios field by 2030, cementing Brazil’s status as an offshore oil heavyweight.

Petrobras has faced challenging times in recent months. In Q4 2024, Petrobras’ production took a 10.5% hit, sliding to 2.63 million barrels of oil equivalent per day (boe/d), thanks to maintenance shutdowns. Exports tanked 22% year-over-year. The trade winds are shifting too—China’s share of Petrobras’ exports shrank to 30%, down from 44%, while Europe’s slice of the pie grew from 28% to 38%. The message? The global oil chessboard is always in motion.

Petrobras is now preparing its next move. The company trimmed its 2025 capital expenditure to $17 billion from $21 billion, but over the next five years, it’s still throwing $111 billion into the mix, including $77 billion, which is earmarked for oil and gas exploration and production activities. That’s a whole lot of cash aimed at keeping its foothold in Brazil’s oil game.

And Petrobras isn’t the only one making power plays. Private oil firms in Brazil are set to boost production by 75% by 2030, according to Wood Mackenzie. Heavy hitters like Shell, Equinor, TotalEnergies, and Repsol Sinopec Brasil are piling into Brazil’s pre-salt fields, chasing that sweet, low-sulfur crude.

A pre-salt field is a geological formation where oil was deposited before the salt layer formed, creating a reservoir protected from escaping to the surface.

Meanwhile, oil prices are doing their usual dance—Brent is hovering around $73.32 per barrel, while WTI is at $69.91. With Petrobras fortifying its fleet, cranking up Buzios, and facing stiffer competition, Brazil’s offshore showdown is just getting started. Buckle up.

By Julianne Geiger for Oilprice.com