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FOIA Number: 2017-1095-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. Collection/Record Group: Clinton Presidential Records Subgroup/Office of Origin: Council of Economic Advisers Series/Staff Member: Subject Files Subseries: OA/ID Number: 21610 FolderID: Folder Title: Climate Change Hearings [1] Stack: Row: Section: Shelf: Position: S 21 4 11 3 SEP-24-1997 15:37 OES FRONT OFFICE 202 647 0217 P.01 15 United States Department of State Bureau of Oceans and International Environmental and Scientific Affairs Washington, D.C. 20520 giy MJ JAF AM JA Date: 9/24/97 RL Time: AM FAX Cover Sheet A few reusus cutits To: Mizhelle Julen marked Org.: CEA FAX: 395-6958 Phone: If From: Linda Strachan / Franz Wuerfmannsdobler FAX: 202-647-0217 Phone: 202-647-3550 / 202-736-7781 Number of pages to follow: 14 Memo: Current Q's and As per our Conversation riday. They are being circulated TO UMB. We still have a's and A's to Fill in. SEP-24-1997 15:37 OES FRONT OFFICE 202 647 0217 F.0 15 Schaefer Q's & A's 1 Questions for the Record Submitted by Chairman Schaefer to Under Secretary of State Timothy Wirth House Committee on Commerce Energy and Power Subcommittee July 15, 1997 1. Q: Please identify each member of the Interagency Analytical Team (IAT) from the date of its inception to the present time, any other participants inside or outside the Administration, and specify their responsibilities. A: Attached is former Under Secretary Ehrlich's list of people to call regarding IAT meetings Members of the LAT had varying levels of participation and responsibility. 2. Q: When was the IAT formed and what were the IAT's instructions? Please provide any documentation regarding the formation of the IAT and its mission, responsibilities, membership or assignments. A: Previously, Agencies worked independently on climate change economic analysis. Beginning in February 1996, however, the Department of Energy and the Environmental Protection Agency began to work together on global climate change analysis and called it the IAT. Their joint efforts provided the analytical foundation for the Springfield Global Climate Change Workshop in June 1996. Former Under Secretary Ehrlich joined the Administration's climate change analysis effort shortly after the June 1996 Climate Analysis Workshop. He oversaw the analysis from mid 1996 to May 1997. Under Secretary Ehrlich's instructions were to use the IAT to provide a set of analytic tools that would allow the Administration to better understand the economics of the climate change issue. 3. Q: Please indicate the total costs of the IAT's efforts and the share paid annually by each Department or Agency that was involved and please identity the source of the funds within each Department or Agency. keep Tarh of A: Costs for the IAT were primarily for personnel. No effort was made to accumulate costs related to the IAT activities. DOE and EPA, who had primary responsibility for the analysis efforts, did have some contract costs for modeling. H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:37 OES FRONT OFFICE 202 647 0217 15 Schaefer Q's & A's 2 4. Q: Is the IAT still in existence? If so, what are its current responsibilities? No IAT economic analysis of global climate change is underway. 5. Q: Please provide a copy of all drafts of the IAT report in addition to the May 16th and 30ᵗʰ, 1997 drafts, both earlier and later. A: Enclosed with this response are photocopies of the May 12th, May 16th, and May 30th drafts of the IAT paper. The May 12th draft was circulated among members of the IAT and senior members of the Administration involved in climate change policy. The May 16th draft was circulated to the peer reviewers, members of the IAT, and senior members of the Administration involved in climate change policy. The May 30th draft was released to the public on July 15th. 6. Q: Please explain how the peer reviewers were selected? What instructions were those peer reviewers given? Please provide copies of any correspondence or instructions that were sent to the peer reviewers. A: The peer reviewers were selected based on recommendations from senior IAT members. Former Under Secretary Ehrlich made the final selection after consultation with the LAT and members from the White House Task Force on Climate Change. Former Under Secretary Ehrlich sent letters and attachments to each of the reviewers as well as personally contacting each of them. The letter dated March 20th is a copy of the initial letter sent to Professor Jorgenson. Identical letters were sent to the other peer reviewers over a period of weeks. Enclosed with this letter were a technology note and information on the IAT models and baseline. The undated letter is a copy of the letter that was sent to all reviewers on May 16th with copies of the May 16th draft of the IAT report. Copies of materials sent to the reviewers are enclosed. 7. Q: If the LAT effort is in fact a "failed" project as indicated in Administration testimony at the Subcommittee hearing how will the Administration determine the appropriate level of future international climate change commitments for Kyoto and later? A: The IAT effort generated much useful information about how to model constraints on greenhouse gas emissions and their potential economic effects. However, the IAT process was unsuccessful in providing a sufficiently narrow range of estimated economic effects to support the Administration's overall decision-making process. As part of the H:congressionals\wirth Q's & A's (summer 1997) SEP-24-1997 15:38 OES FRONT OFFICE 202 647 0217 F.0195 Schaefer Q's & A's 3 ongoing Administration decision process, a number of different economic and other analyses are being evaluated as guides to the likely effects of reducing greenhouse gas emissions. 8. Q: As late as last May when Dr. Ehrlich and others in the Administration held briefings on the then draft analysis and assessment there was no hint that the Administration considered this effort a failure and the models to be unreliable. What occurred since May that caused the Administration to apparently reach a different conclusion from that of Dr. Ehrlich? A: When the Administration provided briefings on the work being done by the IAT, the focus was on determining baselines for emissions levels, economic growth, and other key variables. and for explaining the different models that were being used. As the work done by the IAT proceeded, the wide range of economic outcomes called into question the benefits of continued IAT work on these economic models, given the many other competing claims on agency resources. 9. Q: The LAT draft Analysis referred to three scenarios which resulted in costs of future climate commitments of approximately $200, $100, or $50 per ton carbon tax equivalent. Has the Administration concluded that a $200 per ton carbon tax equivalent cost will not harm the U.S. economy, jobs, and global competitiveness? Has the Administration concluded that a $100 per ton carbon tax equivalent cost will not harm the U.S. economy, jobs, and global competitiveness? Has the Administration concluded that a $50 per ton carbon tax equivalent cost will not harm the U.S. economy, jobs, and global competitiveness. Please provide the basis for any of the above conclusions. If the Administration does not support any of the above costs, what analysis or other information does the Administration intend to rely on to support a different amount? led A: The implicit price of carbon for the Unites States reported by the IAT ranged from $9 to $145, depending on the situations models, and the assumptions and models used. Similarly, the impact on the U.S. gross domestic product spanned a wide range. The IAT found that the estimates of the costs to the U.S. economy of a carbon emissions reduction policy depended on factors, including targets and timetables, technology assumptions and the implementation of international emissions permit trading. As Dr. Janet Yellen remarked in her July 15,1997, testimony to the House Commerce Subcommittee on Power, "It boils down to this: if we do it dumb, it could cost a lot, but if we do it smart, it will cost much less, and indeed could produce net benefits in the long rum" H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:38 OES FRONT OFFICE 202 647 0217 15 Schaefer Q's & A's 4 10. Q: Is the paper prepared by the IAT both an analysis and an assessment? How does it relate to the "analysis and assess merit" referred'to in Paragraph 4 of the Berlin Mandate? Has the Ad Hoc Group on the Berlin Mandate provided an analysis and assessment as required by the Berlin Mandate? A: The IAT analyzed a wide range of emissions targets and timetables as well as a range of implementation plans (such as international emissions trading and joint implementation). The IAT analysis does not have any direct relationship to the cited paragraph from the Berlin Mandate. 11. Q: The IAT draft states that the central policy modeled for the analysis "is aimed at reducing carbon and other greenhouse gas emissions by stabilizing them at 1990 levels" and that policy would be "announced in 2000 and its restrictions are phased in over a ten year period, so that the policy would take full effect In 2010." Reports in the media after the Denver Summit that President Clinton attended also referenced this date of 2010. In light of ELA's projection of emissions 22% above 1990 levels by 2010, is the Administration considering a target and timetable that calls for stabilization at 1990 levels by 2010? A: The IAT's analysis focused on a standard emissions target widely used in the academic literature. The Administration is in the process of determining its position on targets and timetables. The Administration's negotiating position is still in development. 12. Q: The Administration frequently cites the 2000 economists who say they support controlling greenhouse gases. Their statement supports as the mechanism either carbon taxes or emissions permits. In the past, the Administration has said it opposes the use of taxes. Is that still the Administration's position? A: The Administration's position on implementation options or strategies relating to greenhouse gas emissions reductions is still under development. This position will be determined in conjunction with a position on targets and timetables, which is also under development. 13. Q: The IAT draft explains that these emissions reductions to achieve stabilization would be through "issuing tradable permits at the earliest point of energy production or when imported into the U.S." and that the permits "are initially auctioned in a way that is revenue neutral: i.e., all revenues generated would be recycled through the economy.". Would these revenues be deposited in the treasury as miscellaneous receipts under the Economy Acts? Would they then H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:38 OES FRONT OFFICE 202 647 0217 P.O 15 Schaefer Q's & A's 5 have to be recycled through changes in the tax laws or by appropriation? How would they be recycled? A: The IAT considered a range of revenue recycling possibilities at a very abstract level. The IAT did not examine the legal framework under which these abstract options might be implemented in the United States. 14. Q: Does the Administration believe that permit auctions are the equivalent of a new tax? If not, please explain. A: In general, they are not equivalent. Auctions focus on fixing quantities and leave prices free to fluctuate, while taxes focus on prices and allow quantities to adjust to changed price levels. 15. Q: The IAT draft states that "among fuels, demand for coal bears the brunt of greenhouse gas stabilization." What is the impact on the U.S. economy as a whole and on the relevant coal regions of this policy towards coal? What will be the job impact? Is the Administration adopting an anti-coal policy? How is the policy consistent with President Clinton's 1995 reply to Mr. Dingell that the U.S. will not agree to any protocol that harms our economy and jobs or our competitiveness? A: The IAT analysis found that the implicit price of carbon would range from $9 to $145 per ton depending on the model and assumptions used and the specific scenario analyzed. Economic and job impacts would similarly span a range depending on the factors such as the rate of technological change, targets and timetables, and international emissions permit trading. It is important to stress that the IAT analysis is just that - analysis - and not policy, as the question suggests. The LAT examined a wide variety of different analytic scenarios as part of its work, and explicitly was not charged with making policy recommendations. 16. Q: How long after December 1997 does the Administration think it will take to obtain Senate advice and consent of any Kyoto agreement, to ratify that agreement, and to enact implementing legislation? A: There is little information on which to judge the timeframe for the advice and consent process, or for the enactment of implementing legislation in the climate arena. The U.N. Framework Convention on Climate Change was ratified by the Senate in October 1992, only four months after it was signed by President Bush at the Earth Summit in Rio de Janeiro in June 1992. That Convention required no implementing legislation. However, H:congressionals\wirth Q's & (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:39 DES FRONT OFFICE 202 647 0217 15 Schaefer Q's & A's 6 other Conventions, such as the Law of the Sea, have yet to be ratified, more than a dozen years after signature. 17. Q: Which agency or department would be responsible for implementing the provisions of any agreement reached in Kyoto, including provisions relating to joint implementation, emissions trading and advancing Article 4.1? A: It is anticipated that several Departments and agencies would have a role in the implementation of provisions related to joint implementation, emissions trading and Article 4.1, including the Department of State, the Department of Energy, The Department of Justice, the Treasury Department, the Department of Agriculture, the Agency for International Development, the Environmental Protection Agency, and possibly the National Oceanographic and Atmospheric Administration and the National Aeronautics and Space Administration. The precise role of each could only be determined once specific provisions had been decided upon. 18. Q: What consideration has been given or plans made regarding passage of legislation necessary to implement any agreement reached in Kyoto? A: While some consideration has been given to the activities required under various agreement provisions (particularly those introduced by the United States), the lack of general acceptance of any of these provisions in the international negotiations makes the development of any specific legislative proposals premature. The Administration would intend, as part of its package of material to be sent to the Senate, to include it proposals for legislation that would be required to fully implement any agreement. 19. Q: Article 17.4 of the Framework Convention on Climate Change (FCCC) specifies that only "Parties to the Convention may be Parties to a protocol." However, there is no assurance that all or even a majority of the 167 Parties to the FCCC will deposit instruments of ratification, acceptance, approval or accession to any protocol adopted by the Parties by consensus or otherwise in Kyoto. What assurances does the U.S. now have that most, if not all, developing country parties to the FCCC will become Parties to a Kyoto protocol? Why is it in the U.S. interest to agree, without assurances, to a protocol that proposes to set legally binding post-2000 targets and timetables for Annex I Parties only and also imposes on the U.S. new and legally binding commitments to advance implementation of Article 4.1 of the FCCC, such as those prescribed in paragraph 1, 2, 3, and 4 fo Article 5 of the U.S. draft protocol? H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:39 OES FRONT OFFICE 202 647 0217 F.00.15 Schaefer Q's & A's 7 A: [EGC] 20. Q: In a July 18, 1994, letter to the then House Committee on Energy and Commerce [the State Department] said: We agree that there are substantial commitments beyond 2000 for all parties to the Framework Convention under Article 4. Article 4.1 (applicable to both developed and developing countries) contains commitments that are not limited by any specific timetable. a) Is there any evidence to date that the U.S. is not abiding by these Article 4.1 commitments? If there is none, why should the U.S. voluntarily agree to reaffirm, as required by Article 5.1 of the June draft, to what the U.S. already agreed to when it ratified the FCCC in 1992? b) Is the U.S. asserting that other Annex I Parties are not abiding by such commitments? If so, please identify those Parties. A: [EGC] 21. Q: Paragraph 2 of Article 5 of the U.S. draft Protocol mandates each Party to "strengthen its legal and institutional framework to advance implementation" of Article 4.1 commitments. What "framework" does the Administration have in mind? Does this suggest a new Federal or international agency or program? Would this be done through new legislation? If not, how would it be achieved in the U.S.? A. The Berlin Mandate calls for the negotiating process to "continue to advance the implementation" of Article 4.1 commitments, which also apply to developing countries. The primary U.S. objective, in proposing paragraph 2 of Article 5, was to encourage developing countries with inadequate legal and institutional frameworks to strengthen such frameworks so as to improve implementation of Article 4.1. However, it was considered that there was no reason why such an obligation could not apply to all Parties, namely that all Parties could reasonably be asked to do something to strengthen their frameworks. Even the United States, with its highly developed legal and institutional system, could, for example, enhance its existing administrative abilities to collect and report on inventories of greenhouse gas emissions. It was not intended that any international institutions or processes would be needed to implement such a provision. H:congressionals\wirth Q's & A's (summer 1997)/Shaefer Q&As.doc SEP-24-1997 15:39 DES FRONT OFFICE 202 647 0217 0 15 Schaefer Q's & A's 8 22. Q: Article 5.3 requires that each Party take "measures to facilitate investment in climate-friendly technologies." What "measures" does the Administration contemplate? How would they be implemented in the U.S.? What are their regulatory and budgetary implementations? A: [Seidel] 23. Q: Article 16 of the draft provides that the Parties "shall adopt, by [2005], binding provisions so that all Parties have quantitative greenhouse gas emissions obligations and so that there is a mechanism for automatic application of progressive greenhouse gas emissions obligations to Parties, based upon agreed criteria." a) Does this mean that there could be a second protocol or another legal instrument by [2005] which is only 7 years after the December meeting in Kyoto? b) Do the words "all Parties" in this Article mean that only the "Parties" to the U.S. draft protocol would be required to "adopt" by 2005 such an instrument? Unless developing country Parties to the FCCC, such as China, India, and Brazil, become Parties to the Kyoto instrument (as proposed by the U.S.) prior to [2005], how does this Article address the issue of greenhouse gas emission growth by all non-Annex I Parties? c) Could such a new instrument adopted by [2005] impose new and additional obligations on the U.S. beyond those proposed to be adopted in Kyoto? Why is that possibility a good result for the U.S. economy, trade, and competitiveness? d) What "mechanism for automatic application of progressive greenhouse gas emissions obligations" does the Administration contemplate by this proposal? What are its implications for the U.S., including its sovereignty? A: [EGC] 24. Q: Article 16.1 of the Convention provides that "annexes shall be restricted to lists, forms, and any other material of a descriptive nature that is of a scientific, technical, procedural or administrative character." The U.S. draft protocol states, that it may not be "appropriate" to adopt the Article 16.1 Convention example. H:congressionals\wirth Q's & A's (summer 1997)/Shaefer Q&As.doc SEP-24-1997 15:40 OES FRONT OFFICE 202 647 0217 F.10:15 Schaefer Q's & A's 9 Please explain why. Does the U.S. support annexes that would be substantive and mandatory? I A: You correctly note that Article 16.1 of the Convention limits the use of annexes to certain types of material. This is not because there is any inherent reason why annexes should be so restricted. Rather, it is because Article 16 goes on to provide an entry-into- force procedure for annexes (and amendments to annexes) under which an annex (or amendment to an annex) enters into force for a Party unless a Party affirmatively does not accept it. (Other modifications to the Convention must be affirmatively accepted by Parties to be binding on them.) In the context of the Convention, as well as other treaties, the U.S. insisted that the quid pro quo for such a "tacit" amendment procedure with an "opt-out" provision was that annexes be limited to material of a technical (scientific, etc.) nature. This view is consistent with views expressed by the Senate. The purpose of the U.S. comment with respect to the climate change protocol was to flag that annexes are not automatically entitled to "opt-out" procedures; rather, it depends on their context. 25. Q: Article 9 of the U.S. draft provides that Parties "shall cooperate" in establishing a "long-term goal" regarding concentrations of gases. Article 10 calls for meetings at "regular intervals" to, among other things "periodically review the adequacy" of the Protocol and Article 8 calls for periodic review of the Protocol and guidelines "in light of evolving scientific knowledge related to climate change." Article 2 already suggests a minimum of two budget periods. Article 16 tells the parties to adopt "binding provisions" by [2005] for progressive "obligations." Does -the State Department contemplate, over the next several decades a continuing process of meetings of both the protocol and Convention Parties annually and a series of IPCC assessments, special reports and technical papers leading to a series of protocols or other legal instruments that are likely to have significant economic impacts on the Parties and their people? Why is there a need for such frequent meetings and reviews? A: The U.S. has proposed a periodic review of the agreement to insure that any changes in the science are fully taken into account by the Parties. Such flexibility insures that if new information emerges indicating a reduced need to act, the agreement could be modified; conversely, if additional actions needed to be taken to address the threat of climate change, appropriate action would not be delayed. The U.S. proposal also seeks to insure that Parties would be fully informed regarding the compliance of all other Parties - thus removing a potential problem of one Party gaining a competitive advantage though not fully meeting its obligations, while other complying Parties might be penalized. Finally, the U.S. proposal, while setting specific commitments for developed countries, recognizes the need for all Parties to participate. It therefore calls for the negotiation of a new agreement by [2005] that would require all countries - including developing H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:40 OES FRONT OFFICE 202 647 0217 F.11.15 Schaefer Q's & A's 10 countries - to adopt legally binding limits on their emissions. We assume that at each stage of the process, a full assessment of the costs and benefits of action would be taken prior to committing the United States to any new legal obligation. The U.S. proposal for an agreement does not specify the frequency of IPCC Assessments. These reports (the third of which is anticipated to be released in late 2000 or early 2001), have so far been scheduled on a five year cycle - long enough to allow new scientific information to develop, but frequently enough to provide the policy community with regular updates on the state of knowledge regarding the climate change issue. 26. Q: The Global Climate Coalition sent a letter to the Department of State on February 14, 1997, raising a number of questions about the January 17, 1997, version of the U.S. draft protocol, particularly in regards to trading. The Administration has not yet responded to those questions. Please respond to them as part of your reply to this inquiry. A: [EGC] 27. Q: The EU proposal made recently in Denver was developed last March as an EU "negotiating position for the ongoing negotiations on the Berlin Mandate" and it includes burden-sharing of a 10% reduction among EU members of the "overall emission reduction objective by the Community as a whole." This appears to be a form of differentiation, a concept the U.S. is not supporting. The existing FCCC bubble applicable to the EU presumably only covers policies and measures and, when adopted, it only covered the 12 Parties that were members of the EU in 1992. Does the U.S. understand that the EU is seeking, by its submissions and discussion with the U.S. delegation, to extend a form of the FCCC bubble to a protocol and another legal instrument that may be adopted in Kyoto, to expand the bubble to cover any target and timetable or financial obligations and not just policies and measures, and to expand the bubble to include all present and future members of the EU, such as countries from Central and Eastern Europe? Why is such an expanded bubble in the economic and competitive interests of the U.S.? A: The EU has made clear that it believes the bubble covers not only policies and measures, but also any target and timetable. IT has argued that it may use the bubble not only in meeting the non-binding aim of the Convention, but also in meeting any new obligations established under the protocol or other legal instrument. To date, the EU has not discussed with us whether it also covers financial issues. They have also indicated they have not yet determined how or under what circumstances the bubble would apply to new member states. H:congressionals\wirth Q's & A's (summer 1997)/Shaefer Q&As.doc SEP-24-1997 15:40 OES FRONT OFFICE 202 647 0217 F.1 15 Schaefer Q's & A's 11 The United States believes it is the interest of a stable Europe that the European countries continue to develop economically, and has so far been disinclined to intervene in the domestic affairs of any European nation. However, in the context of any new agreement under the Climate Convention, we have not yet accepted that the European member states should be allowed to "bubble" their obligations, nor would we support their doing so unless we were satisfied that such an agreement would not disadvantage the United States. 28. Q: What is the potential impact of such an expanded EU bubble on the U.S. proposal for international emissions trading? Would it ensure that the EU would get the benefit of any emissions deficit derived from such Central and Eastern European Members and deprive the U.S., Japan, Australia, and Canada of that deficit? Would the U.S. then have to rely primarily on Russia's emissions deficit in order to derive any of the benefits of trading? A: The impact of an expanded EU on any emissions trading provisions is dependent on the level of the target, and the restrictions placed on a trading regime. If country targets would BUT En 5x21 or trading restrictions were set so that they required "real" reductions, no specific benefit would necessarily accrue to the European Union, and any reductions would entail real easy fun having 99m costs. Neither is it clear that the European Union would necessarily claim all the benefits of an expanded membership - emissions trading should in theory equalize the price of reducing a unit of emissions regardless of whether it is in Europe or Russia or the United commes States. Most analysis does suggests that if the U.S. is to use emissions trading to En substantially offset its domestic emissions, even the entirety of the Eastern European 3 country emissions would not suffice; Russia is the only country large enough to 55 accommodate our current levels.- 5 buyer 29. Q: Article 22.3 of the FCCC requires that regional economic integration organizations must declare the "extent of their competence" with regard to obligations under the FCCC. Does the U.S. believe that the EU has the competence to carry out legally binding targets and timetables and to enforce any differentiated targets for its members if they fail to achieve them? A: It is not yet clear how the EU competence will be applied in its implementation if any new obligations under a new legal instrument. We, along with others (e.g., Australia and Japan) have insisted that the issue of EU competence be made fully transparent and provisions for compliance be made acceptable to all Parties before we would agree to allow the EU to undertake its commitments as a single entity rather than individually through each member state. H:congressionals\wirth Q's & A's (summer 1997) Shaefer Q&As.doc SEP-24-1997 15:41 OES FRONT OFFICE 202 647 0217 Schaefer Q's & A's 12 30. Q: The State Department's September 9, 1996, reply to the Committee stated that the U.S. did not agree to an "EU Bubble in Berlin" and that the U.S. delegation "successfully opposed including language in the Berlin Mandate which might have suggested that any country or group of countries could "bubble" in the post-2000 period." The reply then said: Clearly, the question of "bubbling" with respect to post-2000 commitments is complex, and one that will be closely scrutinized and carefully considered as negotiations progress. The Administration has consistently and continuously consulted with Congress, as well as with U.S. industry and U.S. NGOs, on all aspects of the negotiations concerning post-2000 commitments and will continue to do so. The Administration has not yet held meaningful discussions with this Committee on the issue of the EU bubbling to "meet target and timetables," its implications for the U.S., its merits, or its complexities. Given the fact that the negotiations are just approaching a conclusion in Bonn and Kyoto, when do you plan to consult us on this aspect of the negotiations? A: [EGC] 31. Q: Since 1992, the composition of the only "regional economic integration organization," namely the EU, has grown from 12 to 15 members and several countries want to expand it further. Under what circumstances would the U.S. agree to an EU bubble that is or could be expanded? A: The U.S. has made it clear throughout these negotiations that there is no EU entitlement to a so-called "bubble" in the Kyoto agreement. Indeed, how a bubble would operate upon EU expansion is one of the many concerns that we and others (for example, the Japanese) have raised in connection with the EU proposal. 32. Q: The EU has proposed an amendment to the Convention to provide for a vote to adopt all future protocols by three-fourths if all efforts at consensus are exhausted. The proposed amendment would appear to have a retroactive effect for Kyoto. a) Under this proposal, is it possible that three-fourths of the FCCC Parties could vote to "adopt" any Protocol that imposed new obligations for Annex I and/or non-Annex I Parties and then decide not to deposit an instrument of ratification, etc.? H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:41 OES FRONT OFFICE 202 647 0217 F.11915 Schaefer Q's & A's 13 b) Does the U.S. support such an amendment to the Convention? c) Has the U.S. changed from its June 19, 1996, response to this Committee in regards to any of these matters? Would the Administration agree to a resolution of one of these matters, namely voting on a protocol, without a resolution of the financial and budget matters for both the Convention and all future protocols? A: (a) Yes. Under the current Climate Convention, as well as this proposal, Parties could adopt an agreement (pursuant to whatever rule of procedure governs adoption) and then not ratify. (b) We have substantial concerns about the provisional application aspect of the proposal. In effect, it amends the treaty without waiting for the Parties to ratify the amendment. (c) [Unsure of response to Committee in July 1996 - must cross-reference.] 33. Q: Does the Administration intend that any international emission trading program would apply in the same way and to the same extent to public and private entities internationally and in the U.S.? For example, would it apply to local governments and to defense or other agencies of each Party and to the emissions of such entities? What will be the impact on the U.S. Defense Department of an international, or, for that matter, a domestic, emissions trading program? A: [Seidel] 34. Q: Greenhouse gases not covered by the Montreal Protocol are not pollutants within the meaning of the Clean Air Act and are not subjected to the command and control provisions of the Act or other environmental laws. It is our understanding that although the U.S. has cited (in a September 9th reply to this Committee) authority to implement the Climate Change Action Plan with voluntary measures, the U.S. draft protocol, because it may call for mandatory measures, could not be given full effect in the U.S. without the enactment of new legislation by Congress. Do you share that understanding? Is the Administration considering a domestic emission trading legislative program patterned on the 1990 Clean Air Act? A: [Seidel] H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc SEP-24-1997 15:41 OES FRONT OFFICE 202 647 0217 15 Schaefer Q's & A's 14 35. Q: I understand that the Administration has recently established the White House Climate Change Task Force, a Deputies Group and an Assistant Secretaries group. Please explain the role and purpose of each in regards to the development of the Administration's position and policies for the international negotiations for a protocol or another legal instrument in 1997 and for the development of implementing legislation in the U.S. Please identify the members of each group. Please provide any documents regarding the formation of these groups, their membership, mission, tasks, and/or assignments. A: [Seidel] 36. Q: Please provide a table of all contracts, cooperative agreements, grants, and interagency agreements and any extensions thereof (hereinafter referred to as "agreements") entered into with any individual, agency, or public or private entity (foreign or domestic) by or through any federal Department or Agency, including the Departments of State, Commerce, and Energy, the Environmental Protection Agency, for the period beginning July 1, 1994 to the present that relates to, or includes (directly or indirectly) climate change matters or issues of any kind. These should include matters relating to (a) domestic or international emission trading, including economic and other analysis of such trading, the administration and verification of such trading in the U.S. and elsewhere, (b) public outreach, general and specific public education, grass roots, community outreach, workshops, (c) transportation efficiency, alternative fuels, transportation generally, utilities, impact on pollutants like ozone and particulate matter, and (d) any legal analysis of these matters and of the Convention or of any statutes concerning climate change or trading. Each table should identify the date of the agreement, the agreement recipient, the amount of Federal funds, the term, including extensions, a brief description, the product, and whether it is publicly available, and the status. Please include with each table the applicable "Statement of Work," including any revision thereof, for each agreement. A: [Interagency] H:congressionals\wirth Q's & A's (summer 1997)\Shaefer Q&As.doc TOTAL .15 TOMJ 7-25 DO NOT DETACH FROM TRANSCRIPT RETURN TO: U.S. HOUSE OF REPRESENTATIVES COMMITTEE ON COMMERCE ROOM B-334, RAYBURN HOUSE OFFICE BUILDING WASHINGTON, DC 20515 Subject: The Economic and Environmental Impact of the Proposed International Global Climate Change Agreement Hearing date: July 15, 1997 Referred to: Janet Yellen Testimony given by you before the Committee appears on the attached typewritten print. Please indicate corrections, if any, in RED, and return the original within 1 week of receipt. PLEASE NOTE: Only technical, grammatical, steno- graphic, and typographical corrections will be accepted. If supplemental material has been requested for the record by the Committee, it should be of photographic quality for reproduction. Please indicate clearly, by page and line, where material is referenced. A copy of this information should also be sent directly to the Member requesting the material. Please supply a data disc of material and prepared statement if possible. Thank you. Joe Patterson, I 7/30/97 Publications Office Ph. 225-0430 Reviewed and made edits of Janet's testimory HIF196.030 PAGE 1 1 RPTS COLCHICO 2 DCMN HERZFELD 3 THE ECONOMIC AND ENVIRONMENTAL IMPACT OF THE 4 PROPOSED INTERNATIONAL GLOBAL CLIMATE CHANGE 5 AGREEMENT 6 Tuesday, July 15, 1997 7 House of Representatives, 8 Committee on Commerce, 9 Subcommittee on Energy and Power, 10 Washington, D.C. 11 The subcommittee met, pursuant to call, at 1:00 p.m., in 12 Room 2123, Rayburn House Office Building, Hon. Dan Schaefer 13 [chairman of the subcommittee] presiding. 14 Present: Representatives Schaefer, Crapo, Whitfield, 15 Rogan, Shimkus, Bliley (ex officio), Hall, McCarthy, Markey, 16 Pallone, Dingell (ex officio). 17 Also Present: Representative Sawyer. 18 Staff Present: Catherine VanWay, Counsel; Sue Sheridan, 19 Minority Counsel. HIF196.030 PAGE 26 554 Mr. SCHAEFER. Now I would like to recognize the panel, 555 the Honorable Janet Yellen, the Chair of the Council of 556 Economic Advisors; and, of course, the Honorable Tim Wirth, 557 Under Secretary of Global Affairs, U.S. Department of State. 558 We will start with you, Dr. Yellen. 559 STATEMENT OF JANET YELLEN, CHAIR, COUNCIL OF ECONOMIC 560 ADVISORS 561 Ms. YELLEN. Good afternoon, Mr. Chairman and Members of 562 the subcommittee. I appreciate the opportunity to discuss 563 with you today the economics of global climate change. 564 In his speech to the United Nations in June, President 565 Clinton emphasized that the risks posed by global climate 566 change are real and that sensible preventive steps are 567 justified. That assessment accords with the views of more 568 than 2,300 economists, including 8 Nobel laureates, who 569 signed a statement supporting measures to reduce the threat 570 of climate change. 571 At this time, the administration has not settled on a 572 particular set of policies to reduce greenhouse gas 573 emissions. Instead, the President indicated in his U.N. 574 speech that he intends to engage in discussion with all 575 interested parties, Members of Congress, other elected 576 officials, scientists, economists, business and labor HIF196.030 PAGE 27 577 leaders, about the problems posed by greenhouse gas 578 accumulations and the costs and benefits of corrective 579 action. 580 This discussion is intended to inform the 581 administration's decision-making process, which will 582 culminate in a U.S. policy position in the international 583 negotiations in Kyoto in December of this year. 584 Now, an important step in this and any policy process is 585 determining the impact a policy will have on the American 586 economy. President Clinton's top priority, since his first 587 days in office, has been revitalizing the U.S. economy, 588 creating jobs and investing in people and technology to 589 enhance long-term growth. And we have made tremendous 590 progress. So any policy the President ultimately endorses on 591 climate change will be informed by his commitment to 592 sustaining a healthy and robust economy. 593 In my testimony today, I would like to describe some of Le the 594 the principe lessons that emerge from now voluminous 595 literature, much of it relatively recent, on the economic 596 impacts of policies to address global climate change. 597 Before I begin my discussion of the economic literature, 598 though, I would first like to acknowledge the uncertainties 599 associated with estimating both the costs and the benefits of 600 reducing greenhouse gas emissions. Just to provide some 601 perspective, as you all know, it is difficult to gauge HIF196.030 PAGE 28 602 exactly what impact the balanced budget agreement will have 603 on the U.S. economy's growth rate, levels of employment, 604 interest rates, consumption and so forth over the next 5 605 years. But when it comes to global climate change, it is 606 orders of magnitude more difficult to gauge the effects of 607 policies on the economy. We are concerned with not just the 608 next 5 years and not just the American economy, but, rather, 609 we are concerned with economic and physical processes that 610 operate globally and over decades, even centuries. 611 Both the costs and the benefits of climate protection are 612 very difficult to quantify or predict with any certainty at 613 all. In short, if anybody tells you that he or she has the 614 definitive answer as to the costs and benefits of particular 615 climate change policies, I would suggest that you raise your 616 collective eyebrows. 617 Having said that, let me turn to the economic literature 618 and try to summarize what I think we know so far about this 619 difficult topic. The economic literature includes estimates 620 using many different models to evaluate numerous alternative 621 emission reduction strategies. If fact, because there are so 622 many different models, economists initially faced huge 623 difficulties in comparing results. To solve that problem and 624 thereby enable meaningful comparisons, many economists have a 625 calibrated the various models by performing some standardized 626 simulation. Specifically, they have assessed the HIF196.030 PAGE 29 627 consequences of stabilizing greenhouse gas emissions at 1990 628 levels by 2010 or 2020. 629 Within the administration, a staff-level working group, 630 dubbed the Interagency Analysis Team, has attempted to 631 estimate some of the economic implications of climate change 632 policies. What they did was they took the emissions 633 scenarios most often used in the economic literature, and 634 that is stabilizing emissions at 1990 levels by 2010, they 635 took that as a starting point for their own analysis. 636 I want to emphasize that this scenario is not, and I 637 reiterate, not administration policy. Instead, it was picked 638 to make comparisons with other models easier. The modeling 639 effort produced some useful lessons, but as we found, and you 640 can see in the peer reviewers' comments, it also suffered 641 from serious shortcomings. Both the lessons and the 642 shortcomings point to one clear conclusion, which is that the 643 effort to developea model of models that are going 644 torgive initive answers as to economic impact of any 645 given climate change policy is futile? Rather, we are left 646 with a set of parameters and relationships that influence 647 estimates of the impacts. 648 I understand that a draft of the staff analysis was given 649 to the subcommittee this morning, along with the reviewers' 650 comments, and I would be happy to answer any questions that 651 you may have about that modeling effort. HIF196.030 PAGE 30 652 I would like to draw, however, in the remainder of my 653 testimony, some lessons. Modeling efforts both inside and 654 outside the administration clearly indicate that economic 655 analysis can do no more than estimate a range of potential 656 impacts from particular policies and highlight how the 657 outcomes depend on the underlying assumptions about how the 658 economy works and the way in which policy is implemented; and 659 I want to just briefly summarize what I think some lessons 660 are that we have learned from the economics literature thus 661 far. 662 First, the magnitude of the costs of reducing greenhouse 663 gas emissions in the various models depend crucially on a 664 number of key assumptions about how the economy works. 665 Essentially, the lesson we have learned the greater the 666 substitution possibilities and the faster the economy can 667 adapt the lower the costs. Second, costs depend-critically 668 on how emiss: on reduction licies lemented, and it 669 just boils down to this: If we do it dumb, it could cost a 670 lot, but if we do it smart, it will cost much less, and 671 indeed it could produce net benefits in the long run. 672 The over 2,300 signatories of the economists' statement 673 argued that any global climate change policy should rely on 674 market-based mechanisms. These mechanisms allow for 675 flexibility in both the timing and in the location of 676 emissions reductions and thereby minimize the costs to the HIF196.030 PAGE 31 677 U.S. economy. The economists concluded that there are policy 678 options that would slow climate change without harming 679 American living standards, and these measures may, in fact, 680 improve U.S. productivity in the longer run. 681 The third lesson that emerges from the study of economic that 682 climate protection is the developing as well as developed, 683 countries must be part of the process. While developed 684 countries are responsible for most of the greenhouse gas 685 currently in the atmosphere, developing countries are 686 starting to catch up. Also, the table--the timetable for the 687 inclusion of developing countries is important. The sooner 688 the developing countries face incentives to move away from 689 carbon-intensive energy sources, the less likely it is that 690 they will become dependent on those types of fuels to spur 691 their own economic growth. In short, we know that global 692 problems require global solutions. 693 Let me conclude by saying that policies to promote 694 economic growth, create jobs and improve the living standards 695 and opportunities of all Americans have been and always will 696 be the top priority of the President and his administration. 697 In his remarks to the Business Roundtable on global climate 698 change, the President said, quote, "Let's find a way to 699 preserve the environment, to meet our international 700 responsibilities, to meet our responsibilities to our 701 children, and grow the economy at the same time." HIF196.030 PAGE 32 702 I believe that some of the lessons we have learned from 703 the economic literature will help us to achieve the 704 President's goal. 705 Thank you. I would be happy to answer any questions you 706 may have. 707 Mr. SCHAEFER. Thank you very much, Dr. Yellen. 708 [The statement of Ms. Yellen follows: ] 709 ******** INSERT 1-5 ******** HIF196.030 PAGE 41 893 Mr. SCHAEFER. The Chair would note Mr. Sawyer from Ohio 894 is with us. Even though he is not a Member of the 895 subcommittee, he is a Member of the full committee and will 896 be able to ask questions when everyone else is finished. 897 I have a couple here that I would kind of like to start 898 with. First of all, I am sure you both are familiar with Argonne 899 this particular study. This is the one by the Argon National 900 Laboratory, and that was just released not too long ago, and 901 it went into the impact of six U.S. industries and what the 902 effect would be on these industries. 903 I would ask you, Dr. Yellen, could you tell me what 904 energy prices were assumed in this study? And this would be 905 for the record. And what was the result of this particular 906 study, in a synopsis? 907 Ms. YELLEN. I believe the energy price assumptions 908 Mr SCHAEFER. Turn your microphone on. 909 Ms. YELLEN Sure. 910 Mr. SCHAEFER. Thank you. 911 Ms. YELLEN. I believe the energy price assumptions that 912 were used were taken from an earlier analysis, is that from 913 1996. They would be akin to the kinds of assumptions that 914 you see in the base case, I believe, in the paper, the staff 915 paper that was released. They entailed large and implicit 916 increases in the price of carbon and were based on the 917 assumption of no flexibility in implementation. all the kinds HIF196.030 PAGE 42 This flexibility is what 918 of things that I emphasized and Under Secretary Wirth 919 emphasized that we would be seeking to achieve and know would 920 greatly reduce the costs of implementing these policies. 921 Mr. SCHAEFER. For the record, could you quote those 922 prices for us, please? Argonna stude 923 Ms. YELLEN. The price increases that were in the Argon? 924 Mr. SCHAEFER. Yes, ma'am. 925 Ms. YELLEN. I believe, if I have this right, that there 926 were several scenaries. I believe there were two scenarios. 927 In the first scenario, in the United States, there was anD and 928 increase in the pricego oil in 2010 of $122.of coal of 929 Mr. SCHAEFER. $122 per what? 930 Ms. YELLEN. Per metric ton of oil equivalent and of coal 931 of $106 per metric ton. Those were some of the assumptions. 932 There were several scenarios, I believe, two scenarios. 933 Mr. SCHAEFER. Yes. Let me get this straight now. Isn't 934 one scenario by the year 2010 to be 10 percent under 1990 935 levels, another one to be 1990 levels, and another one to be 936 10 percent above 1990 levels? I think that is in the draft 937 analysis; is that correct? 938 Ms. YELLEN. I will check this out, if I might, and 939 submit it for the record, try to reconcile these two sets of 940 assumptions and get back to you, if I can. HIF196.030 PAGE 43 941 [The information follows: ] 942 ******** COMMITTEE INSERT ******** HIF196.030 PAGE 44 943 Mr. SCHAEFER. But the way that I am understanding it and 944 reading it is if we go 10 percent below 1990 levels, we are 945 talking about $200 increase per ton; and if we go to 1990 946 levels, it is around $100; and if we go 10 percent above 1990 947 levels, it is 50 or approximately. I guess what I am trying 948 to get at is, number one, has the administration adopted a 949 policy on which one they are going to go for? And the key is 950 where is it going to kick in that we start losing industries 951 out of this country or having them fold? 952 Ms. YELLEN. Okay. I would like to reiterate what I said 953 in my opening remarks, which is that the administration has 954 not formulated a policy at this time with respect to 955 timetables or targets, that the report that we have released 956 to you today is a staff analysis and its focus on, as a 957 starting point, 1990 emissions levels by 2010 did not reflect 958 a policy choice. This is a work that is a draft. It shows 959 you where the team is at this point. This is work that we 960 that the staff will be concluding, because in a sense, 961 when you look at the reviewers' comments, you see that this 962 was not successful. 963 I believe ultimately (this is futile vexercise to try to 964 deriverse of precise forecasts as to what will Thappen to 965 energy prices? The staff report, therefore, focused on a 966 baseline scenario that is not a policy recommendation of the 967 administration. It was for them a starting point so that HIF196.030 PAGE 45 968 they could calibrate their models, begin talking the same 969 language and make sure that they were on the same page. I 970 believe the ultimate objective was to get a sense of 971 confidence in this set of models so they could later be used 972 to analyze policies that were under contemplation. 973 I think, as you can see from what the reviewers have said 974 about these models and what we have learned from this 975 exercise, is there is sense in which this is futile and as 976 we formulate a policy, I think we will have to rely on not 977 this set of models, but input from many sources, including 978 the broad economics community, many kinds of economic 979 analysis and input from outside of economics. 980 So I want to emphasize, this kind of scenario that is the 981 baseline in this report and was the starting point in the Argome 982 Argon Lab study is not the policy of the administration. 983 Mr. SCHAEFER. I am very pleased to hear that. The 984 question, I guess, I have is: When is the administration 985 going to have a policy so that we will know it before Kyoto? 986 Ms. YELLEN. Well, we are involved in a process of 987 attempting to engage in discussions, as I mentioned, with 988 Members of Congress, with business leaders, with labor 989 leaders, and I think we need input from all of those 990 constituencies as we try to formulate a policy and try to 991 come up with something that would put us on the path in a 992 sensible way toward reaching the goal of beginning to deal in HIF196.030 PAGE 46 993 a meaningful way with buildup of greenhouse gas, but in a 994 manner that will be economically sensible. 995 Mr. SCHAEFER. As I can recall in the 104th Congress, it 996 was stated at this time that this was going to be 997 forthcoming, and you have only like less than 6 months now, 998 and we still don't have it. And I think that that is what 999 the committee is basically concerned with. 1000 I have used up my time. I am going to turn to the 1001 gentleman from Michigan, Mr. Dingell, for whatever questions 1002 he might have. HIF196.030 PAGE 47 1003 RPTS STALLSWORTH 1004 DCMN KRISTOFFERSEN 1005 Mr. DINGELL. Mr. Chairman, thank you. 1006 Mr. Chairman, I would like to welcome my old friend Mr. 1007 Wirth back, a valuable member of this committee. It is good 1008 to see him. 1009 Ms. Yellen, we thank you for being with us, too. 1010 Ms. Yellen, I found your statement to be very interesting 1011 and very helpful. You indicate that the administration is 1012 not settled on a particular new set of policies to reduce 1013 greenhouse gas emissions; and there I am quoting. This would 1014 be good news. But I do have some concerns about where the 1015 administration has been headed in the post-Berlin 1016 negotiations, and I hope you can help me clarify this 1017 problem. 1018 Are you familiar with the so-called Geneva declaration of 1019 last July in which the United States concurred with the 1020 statement instructing the developed nations to accelerate 1021 negotiations on the text of a legally binding protocol or 1022 other legal instrument in time for Kyoto, which would 1023 include, for developed countries alone, quantified, legally 1024 binding objections for emission limitations and significant 1025 overall reductions within specified time frames such as 2005, 1026 2010, and 2020? 1027 Ms. YELLEN. I am familiar with the-- HIF196.030 PAGE 48 1028 Mr. DINGELL. Now, are you familiar with the statement 1029 that Ms. Claussen, who was then a part of the United States 1030 negotiating team, made on July 18, 1996, stating that the 1031 United States would like to wholeheartedly endorse this 1032 excellent declaration? 1033 Ms. YELLEN. I am not familiar with that statement. 1034 Mr. DINGELL. Mr. Wirth, she did that, did she not? 1035 Mr. WIRTH. She did. I think she probably did that at my 1036 urging, Mr. Chairman. 1037 Mr. DINGELL. Now, let's go a little further here. Ms. 1038 Yellen, are you aware of the draft text the United States 1039 submitted in January to the U.N. in which we proposed a cap 1040 and trade emissions systems to facilitate new commitments 1041 applying solely to the developed nations which are premised 1042 on specific emissions reduction obligations assumed by those 1043 countries? 1044 Ms. YELLEN. Yes. 1045 Mr. DINGELL. Now, Ms. Yellen, are you telling us now 1046 that the administration either no longer stands for these 1047 particular policies or does stand for these particular 1048 policies? I am not clear. What is the position of the 1049 administration? Is the administration proposing a plan which 1050 will cause the United States to assume responsibilities that 1051 will not be assumed by the developing nations? 1052 Ms. YELLEN. Well HIF196.030 PAGE 49 1053 Mr. DINGELL. I mean, that is a simple question. It only 1054 requires a yes or a no. 1055 Ms. YELLEN. There are very few things so simple as to 1056 require a yes or no answer. 1057 Mr. DINGELL. I have enormous respect for you, and I know 1058 that you are an economist that can simplify these difficult 1059 questions for me. So a yes or no will help me understand 1060 this. 1061 Ms. YELLEN. The administration regards participation, 1062 meaningful participation, as Under Secretary Wirth emphasized 1063 in his statement, of developing countries to be a very 1064 important aspect. 1065 Mr. DINGELL. Maybe you and Mr. Wirth can help me. I 1066 guess Mr. Wirth is coming back to have it rest in his lap. 1067 Mr. Wirth, is it the position of the United States that 1068 we will assume responsibilities as a developed country that 1069 will not be assumed by the undeveloped countries? 1070 Mr. WIRTH. Well, it depends on when, Mr. Chairman. 1071 Mr. DINGELL. Well, no, no, no. Are we going to assume 1072 responsibilities that developing countries are not going to 1073 accept at the same time? 1074 Mr. WIRTH. At the initial point, that is the case. 1075 Mr. DINGELL. Pardon? 1076 Mr. WIRTH. At the initial time, that is the case. We 1077 are the developed countries. HIF196.030 PAGE 50 1078 Mr. DINGELL. So the United States-- 1079 Mr. WIRTH. And we have been, if I might, Mr. 1080 Chairman- if I might, Mr. Dingell-- 1081 Mr. DINGELL. All I want to do is get the answer to my 1082 question, because I only have a little time, Mr. Wirth. You 1083 and I are good friends, and I am sure we will want to discuss 1084 it in some private capacity at a different time. 1085 Mr. WIRTH. And we have in the past, and I look forward 1086 to it, Mr. Chairman. 1087 Mr. DINGELL. Now--and I thank you. So werare going to 1088 then accept responsibilities at least in the early stages, 1089 that will not be accepted by other countries. 1090 Mr. WIRTH. That is correct. 1091 Mr. DINGELL. Very good. 1092 Mr. WIRTH. By the developing world. Only the 1093 Annex--so-called Annex I countries will have a defined set of 1094 emissions responsibilities. 1095 Mr. DINGELL. That means the answer is yes. 1096 Mr. WIRTH. The specifics. That is right. 1097 Mr. DINGELL. Now, Ms. Yellen, I note that the President 1098 has had an increased involvement in the climate change issue. 1099 And as you mentioned in your testimony, there will be a White 1100 House conference on the subject later this year. I am 1101 delighted to know that, as you see it, the process is, quote, 1102 intended to inform the administration's decision-making HIF196.030 PAGE 51 1103 process, close quote, as we head towards Kyoto. Is that 1104 right? 1105 Ms. YELLEN. That is correct. 1106 Mr. DINGELL. Why are we getting the administration 1107 informed before we finally settle on a position? Or, rather, 1108 why are we getting the administration informed after we have 1109 settled upon a position? 1110 Ms. YELLEN. We haven't settled on a position. 1111 Mr. DINGELL. Well, our position, Mr. Wirth tells me, is 1112 that we will accept responsibilities that the developing 1113 countries will not be accepting, at least for some time in 1114 the distant future. Isn't that right? 1115 Ms. YELLEN. Well, certainly our position with respect to 1116 targets and timetables is something that is not settled. We 1117 have, in the manner that Under Secretary Wirth just 1118 explained, made it a focus to bring the developing countries 1119 into an agreement. And the flexibility provisions in terms and 1120 of International trading, joint implementation, 'A multiyear are 1121 emissions budgetsy these have been flexibility provisions 1122 that have been part of the-- 1123 Mr. DINGELL. Perhaps you could help me. Should I give 1124 you and Mr. Wirth time to debate this question out amongst 1125 yourselves? He seems to be of the view that we are accepting 1126 responsibilities that the less developed countries and 1127 developing countries are not accepting. ; In other words, we HIF196.030 PAGE 54 1178 constituted up to this time? 1179 Mr. WIRTH. That is up to the leadership of the House and 1180 the Senate, Mr. Chairman. And I can't speak to what the 1181 House leadership or the Senate leadership has done. 1182 Mr. DINGELL. Now, Mr. Wirth, I am delighted to see your 1183 new--your emphasis in your testimony on developing nations. 1184 You note--and I quote--the issue is not whether developing 1185 countries, especially the big and rapidly developing ones, 1186 take on quantified commitments or limit or reduce their 1187 emissions of greenhouse gases. Clearly, it will be 1188 impossible to abate the threat of climate change unless they 1189 do. 1190 Now, Ms. Yellen, what kind of economic advantage does a. 1191 country that doesn't take on these kinds of responsibilities 1192 get over a country that does? Don't they get a huge 1193 advantage in terms of costs? They don't have to impose 1194 controls. They don't have to use special high-cost fuels. 1195 They can do all kinds of wonderful things to achieve the 1196 cheapest possible production, can't they? 1197 Ms. YELLEN. Well, I would simply say it depends on the 1198 way in which an agreement is implemented, and-- 1199 Mr. DINGELL. Well, there will be, according to what we 1200 know, no imposition of requirements upon the developing 1201 countries at all, will there? 1202 Ms. YELLEN. Not initially. HIF196.030 PAGE 61 1353 together. As in the framework convention on climate change, 1354 all of the Annex I countries would have the same 1355 requirements, whatever those may be, that are agreed upon in 1356 Kyoto. We have also proposed a new group called the 1357 so-called Annex B countries-- 1358 Mr. DINGELL. Who are they? 1359 Mr. WIRTH. -which would be the--well, we believe those 1360 are the countries that are growing very rapidly and moving 1361 into close to developed countries. 1362 Mr. DINGELL. Is China in them? 1363 Mr. WIRTH. Maybe those that had joined the OECD. 1364 Mr. DINGELL. Is China going-- 1365 Mr. WIRTH. Well, initially, the ones that have joined 1366 the OECD, I believe, are Korea and Mexico. 1367 Ms. YELLEN. I believe so. 1368 Mr. WIRTH. Is that right? 1369 Ms. YELLEN. Korea and Mexico. 1370 Mr. DINGELL. What are they going to be bound to do? 1371 Mr. WIRTH. Well, we are proposing that there be a new 1372 category of countries of those that have matured more quickly 1373 and that they have to assume no responsibility-- to assume 1374 greater responsibilities than those in the developing world 1375 that have not reached that level. 1376 Mr. DINGELL. In point of fact-- 1377 Mr. WIRTH. China aspires, for example, to OECD status, I HIF196.030 PAGE 63 1403 at some future time to negotiate further changes, which might 1404 then bind them to limit the emissions of their greenhouse 1405 gases. 1406 Mr. WIRTH. Well, I don't believe that is either awkward 1407 or begging. I think that it is a reflection of reality. And 1408 the reality is that the developed world has put most of the 1409 greenhouse forcing gases up into the atmosphere. We have to 1410 take first responsibility. 1411 Mr. DINGELL. Mr. Wirth-- 1412 Mr. WIRTH. We also have to develop, as outlined in my 1413 testimony-- 1414 Mr. DINGELL. Mr. Wirth, that is a fine answer, but it is 1415 not to my question. My concern is that the United States is 1416 committing itself to a course of action which is going to 1417 pose huge economic constraints on our competitiveness and 1418 upon our ability to trade and to produce and to survive in an 1419 enormously competitive world. 1420 Now, Ms. Yellen, can you tell us, if you were negotiating 1421 out something, would you forget the facts after you had 1422 essentially laid out the framework of the agreement? Is that 1423 a good way to negotiate? 1424 Ms. YELLEN. Well, as I have emphasized, the policies 1425 certainly with respect to timetables and targets are not 1426 settled; they are under debate. We want to hear from lots of 1427 constituents. Nothing is settled about that, and there will HIF196.030 PAGE 64 1428 be considerable analysis to ensure that whatever time tables 1429 and targets are adopted-- 1430 Mr. DINGELL. Analysis? 1431 Mr. WIRTH. --are sensible. 1432 Mr. DINGELL. The agreements? The agreements that we had 1433 last year were that the information was going to be produced 1434 to this committee forthwith. It is almost a year since that. 1435 But a major part of the agreements have already been 1436 completed, and that is the structure of the treaty and who is 1437 going to be bound to do what. 1438 The United States is going to be bound to produce legally 1439 binding legislation here in the Congress which will reduce 1440 the level of emissions of greenhouse gases. There is no such 1441 requirement on the Chinese or the other developing countries. 1442 I am curious why we made these agreements to do these things 1443 before we got this document entitled "The Economic Effects of 1444 Global Climate Change Policies. " 1445 Mr. WIRTH. Mr. Dingell, if I might, first of all, the 1446 differentiation of responsibilities between Annex I and 1447 non-Annex I countries was created in the original framework 1448 convention and climate change that was agreed to by the 1449 Congress in 1992. That is not a creation of something that 1450 we just did. It does reflect reality, but it is not a 1451 creation of something that just occurred or was proposed. 1452 That has been broadly agreed to now for 5 years. HIF196.030 PAGE 84 1918 longer run. 1919 Dr. Yellen, would you reflect on that statement and any 1920 particulars that you would like to share with this 1921 subcommittee on those potential policies. It seems to me 1922 there is a real fear out there of change and an assumption 1923 that change will be bad. But these 2,300 economists, which 1924 is quite a gathering, eight Nobel Laureates, seem to feel 1925 differently. If you can share some of your thoughts with us. 1926 And if time remains, Mr. Wirth, I wonder if you would 1927 reflect for us on the fact that the administration has been 1928 assessing the costs of climate change policies for over a 1929 year, what you were finding with regard to those. And in 1930 light of the recent assessment by the World Resources 1931 Institute, does it confirm some of those findings as well? 1932 Thank you. 1933 Dr. Yellen. 1934 Ms. YELLEN. Yes, I am happy to have a chance to respond 1935 on the 2,300 economists. I think the view that they have 1936 developed is that climate change poses real risks to the 1937 economy. We can't quantify or even describe exactly what the 1938 implications for the U.S. or other areas would be with any 1939 precision, but there is a real risk with serious possible 1940 outcomes, and it justifies taking out, as they have put it, 1941 sometimes, an insurance policy. 1942 I think an insurance policy would be a set of commitments HIF196.030 PAGE 85 1943 to reduce greenhouse gas emissions and implement policies 1944 that would, at this time, send credible signals to the and 1945 private sector that would lead to the development of new 1946 technologies and the implementation, particularly as capital 1947 stock turns over. and the opportunities are there to make 1948 real decisions about what sorts of energy should be used in and 1949 new projectsy to send signals that would result in the right 1950 choices being made that would have payoffs for decades into 1951 the future. 1952 An analysis that many economists have done suggests that 1953 there are a set of policies that would produce that kind of 1954 technological change. They would stimulate investment. 1955 One of the reasons that productivity growth could rise is 1956 because some of the policies that have been under 1957 consideration in the economics community would provide 1958 stimulus to investment, and more rapid investment would have 1959 a payoff ultimately in terms of higher growth. And one can 1960 see that in many of the analyses, both in this repor the 1961 staff report that we released today, and in a much broader 1962 range of economic literature. 1963 Ms. MCCARTHY. Well, I will look forward to reviewing 1964 that staff report, because I do think there is much to be 1965 gained, many positive examples that are probably contained 1966 therein. I was very much struck, with my own State when we 1967 chose to turn to alternative fuels, and other sources of HIF196.030 PAGE 88 2018 clean air debate for 15 years, and we were able to come up 2019 with a solution that had a major impact on clean air. 2020 It is a perfect domestic example, not a perfect parallel, 2021 but a very good example for where these kinds of flexible 2022 economic interests allow us to make major steps on the 2023 environment at very, very lowered costs, lower, by the way, 2024 than the modelers had suggested. Miraculous. 2025 Ms. YELLEN. Well, I think that you have hit really the 2026 important points in your answer. There are better and worse 2027 ways to do this. And one of the results the staff modelling 2028 paper, if it were released--you know, we don't believe there 2029 can be a single model think we are at the end of the road 2030 on that exercise 2031 But if I look back on it and say, what do you learn from 2032 that exercise, and what do you learn from the study of the 2033 World Resources Institute study that Under Secretary Wirth 2034 just mentioned- which I would also commend; it is an 2035 excellent piece of work--it is that there are ways and of doing 2036 this that really are market friendly, flexible, lower the 2037 cost. And I think that those features are flexibility over 2038 time, flexibility over places where emissions reduction is 2039 done, and, as we know from our own experience in the acid 2040 rain program and other uses, for example, the kind of thing 2041 that many of the economists have in mind would be the use of 2042 tradable permits. HIF196.030 PAGE 89 2043 Now, the administration has no policy, but that is the 2044 kind of market-friendly policy that I think provides 2045 opportunities to lower the cost, and, as the WRI study shows 2046 there can be ways of doing this - - and the economists recognize 2047 this - that produce benefit 2048 So, for example, if some method were chosen--and 2049 economists tend to focus on this axpermit system that 2050 generated some revenues initially, they could be recycledmand 2051 it would provide an opportunity to reduce taxes that we think 2052 interfere with the incentives to work and to save and to 2053 invest And that is the kind of opportunity that creates 2054 growth. 2055 Now, again, the administration hasn't devised any 2056 domestic policy at all for how this would be implemented, but 2057 the work of the economists and the work that is summarized in 2058 that paper shows that there are opportunities here and that 2059 this can turn itself into sensible, practical, pragmatic 2060 policies and end up with a win for the economy. 2061 Mr. SCHAEFER. Would the gentlelady yield just for a 2062 second? 2063 Ms. MCCARTHY. Certainly, Mr. Chairman. 2064 Mr. SCHAEFER. How have the developing countries 2065 responded to this credit or the trading issue? 2066 Ms. YELLEN. I am going to turn that over to Mr. Wirth. 2067 Mr. WIRTH. Well, without as much enthusiasm as we would HIF196.030 PAGE 90 2068 like. 2069 Mr. SCHAEFER. That is what I thought. 2070 Mr. WIRTH. Both to trading or joint implementation. 2071 Mr. SCHAEFER. I am not saying it is a bad idea. I think 2072 it is a good. 2073 Mr. WIRTH. I think it is a good idea. I think that 2074 there are a couple of reasons for that. One, they are 2075 holding back until they see what we do in terms of our 2076 overall commitment on targets and timetables. So they are 2077 not going to do anything in our direction. 2078 Second, I don't think that many of them have understood 2079 what is meant by "joint implementation" or by "emissions 2080 trading" as we have proposed them. I don't think that they 2081 understand that. They don't understand that this is a way of 2082 significant transfer of technology, for example, which is 2083 exactly--as we talked a little bit about China today--that is 2084 what the Chinese want. They are going to be building 2085 hundreds of very, very large power plants, and they would 2086 much rather have our cleaner technology than their dirtier 2087 technology. And this becomes a way for us all to work 2088 together on that kind of common problem. 2089 Mr. SCHAEFER. I thank the gentlelady. 2090 Ms. MCCARTHY. May I inquire further, Mr. Chairman? 2091 Thank you very much. I appreciate very much your 2092 comments with regard to flexibility, market-friendly HIF196.030 PAGE 91 2093 policies. Certainly fiscal policies become a key component to 2094 that. While guiding my commission in the State of Missouri, I 2095 was chairing the Ways and Means Committee there and made the 2096 very strong link to sound fiscal policy and sound 2097 environmental policy turning into good economic policy. 2098 So I think that should be something we keep in mind as we 2099 go forward on this and certainly look to policies that we 2100 might set here at the Federal level to comply with the 2101 international efforts. I wanted to ask you about these 2102 models and the flexibility that you mentioned. 2103 Can we expect precise answers from climate models, or 2104 should we basically take a look at those as approximate 2105 guidelines for the future? How precise can they be? I think 2106 that is an area where we run into problems when we look to 2107 these charts and graphs and these fine reports and don't know 2108 quite how to use them. 2109 Ms. YELLEN. I think if I leave you with any message 2110 today at all, it should be that we should not place our 2111 reliance on any particular model or even a large range of 2112 models and that attempting to find precisi on with respect to 2113 estimates of GDP change or job changes.or price-changes a 2114 futile exercise. That is the reason that we are issuing the 2115 staff paper in its current state. 2116 And we are not going to continue in any search for 2117 perfection here, but there are a lot of models. If you look HIF196.030 PAGE 92 2118 at the reviewers' comments, you will see that each model has 2119 its strength, each model has weaknesses. There are things 2120 that none of the models that our staff looked at took into 2121 account that we know to be important. Indeed, I don't think 2122 there is any model at all out there that takes into account 2123 in the analysis of global climate change all of the factors 2124 that could be important. 2125 So I don't think we should be looking for truth here in 2126 the form of a single set of numbers. As we go forward, 2127 though, I think the models, what were economic analysis, just 2128 more generally, do offer us some insights. 2129 For example, we know without needing to look at a model 2130 that market-friendly flexibility policies of the kind that we 2131 have both emphasizedy of course they are going to lower the 2132 cost or raise the benefit of any policy that we would put 2133 into effect. 2134 We know that if you want to do something efficiently then 2135 using markets, if we are going to reduce emissions, trying to 2136 make sure that the units of emissions that we reduce are the 2137 ones that are least costly to emit, that The firms that are 2138 doing that, or the individuals, are the ones that would bear 2139 the smallest cost, not the highest cost, that the countries 2140 that do it, the real emissions reductionsy are the ones that 2141 can do it at lowest cost, not at highest cost; and when we 2142 think about flexibility, over time, that we reduce emissions need to HIF196.030 PAGE 93 2143 at the times when it is least costly rather than most costly. 2144 Now, the truth is, we don't need any economic models at 2145 all to know that that is the case. This is standard 2146 economics that every student of economics learns in an 2147 elementary course. What our own exercise and the other 2148 exercises that have been done throughout the economics 2149 professions show us, they give us a rough handle on how much 2150 difference it could make. And, again, I don't want to 2151 quantify anything here, I think it is a mistake, but you can 2152 just see, if you look through the report, this is not a small 2153 difference, these flexibility issues) this makes a big order 2154 of magnitude difference in terms of how much it impacts firms 2155 in our economy. 2156 Ms. MCCARTHY. Thank you, Dr. Yellen and Mr. Wirth. 2157 Mr. Chairman, thank you for indulging a new member of the 2158 committee with an extension of time. 2159 Mr. SCHAEFER. The lady asks some very good questions. 2160 The gentleman from Illinois, Mr. Shimkus. 2161 Mr. SHIMKUS. Thank you, Mr. Chairman. 2162 Mr. Wirth, when we measure global temperature with a 2163 satellite, what do we find? 2164 Mr. WIRTH. It depends on what the satellite is 2165 measuring. 2166 Mr. SHIMKUS. As far as global temperature in the past 50 2167 years. HIF196.030 PAGE 96 2218 up and walk you through, you know, the details of 2219 this. 2220 Mr. SHIMKUS. We are always open to hear, obviously, both 2221 side of the issue and look forward to working with that. 2222 Obviously, it is a major concern. 2223 Dr. Yellen, from an economist's point of view where do 2224 we spend money best A billion dollars to eliminate 001 2225 percent of emissions from U.S. factories or the same billion 2226 dollars to the clean up 10 percent of emissions in developing 2227 nations? 2228 Ms. YELLEN. You know, it seems to me that in pursuing 2229 any kind of emissions reduction target, what we want to try 2230 to achieve is to find a mechanism where that can be done at 2231 the lowest possible cost, and it could be the United States, 2232 it could be Europe, it could be developing countries. 2233 Within the United States, it could be one industry or one 2234 firm or another industry. And the virtue of a market 2235 mechanism is that it creates the kind of incentive. Domestic 2236 trading of permits, for example, creates the set of 2237 incentives domestically; international trading, 2238 internationally; joint implementation with developing 2239 countries outside Annex I. These mechanisms create a way of 2240 having that reduction done wherever it is cheapest. It is 2241 allowing the market to work. So that if there is a firm in 2242 the United States that would find it extremely difficult and HIF196.030 PAGE 97 2243 very costly to reduce emissions, it doesn't make sense to ask 2244 that firm to do it when there is another firm, that might not 2245 face such a constraint, that can do it very cheaply. 2246 Mr. SHIMKUS. And my point is not just within our own 2247 borders but across national borders. That is why I am 2248 interested in the joint implementation and emissions training 2249 aspect-- 2250 Ms. YELLEN. It makes a lot of sense. 2251 Mr. SHIMKUS. --if we are all in the same boat together, 2252 which is the argument. 2253 Mr. WIRTH. Absolutely. 2254 Mr. SHIMKUS. I was also interested in the comments on 2255 subsidies, reducing subsidies internationally And if I can 2256 respond to what I thought was-what I heard was that if you 2257 eliminate the subsidies, power will become more expensive, so 2258 people will not consume as much power, thus alleviating one 2259 of the problems in the developing nations, which runs 2260 contrary- which I thought was alluded to earlier--which kind 2261 of runs contrary to the other debate that we are having here, 2262 which is deregulating the utility industry here in the 2263 Nation, in which we say we take away the subsidies and we 2264 allow the industries to compete. We are going to have lower 2265 cost and probably the higher consumption of power across the 2266 board nationally. 2267 So I mention that because I don't know if that HIF196.030 PAGE 98 2268 argument--would you comment on that? I guess the best thing 2269 is to comment on that. I think the bringing down of 2270 subsidies and allowing competition nationally will 2271 allow--internationally, and of course in the developing 2272 nations, which is what was the premise, would encourage more 2273 utility usage. HIF196.030 PAGE 99 2274 RPTS COLCHICO 2275 DCMN PARKER 2276 [3:05 p.m. ] 2277 Ms. YELLEN. I think one's normal view in a market system 2278 is that when markets work prices come down. That is 2279 beneficial to consumers and we end up with a system where 2280 that the prices that consumers or firms pay for something 2281 reflect the true cost to society of using that resource. 2282 So the kinds of restructuring of electricity that are 2283 discussed in the United States, I think, are meant to produce 2284 a more competitive industry where the costs of electricity 2285 are more reflective of the cost to society of producing that. 2286 And I think that is a good system as far as it goes. 2287 What we recognize here, though, is that the use of fossil 2288 fuels, the burning of fossil fuels, does produce 2289 environmental damage and that we need to find some way of 2290 addressing that, and that could be certainly in economic 2291 models--again, the administration has no policy, but that the 2292 cost of using those fuels, whether it is electricity or gas 2293 or coal or whatever, should be somewhat higher to reflect the 2294 adverse effects that using those fuels have on the 2295 environment. 2296 And so I think it cuts both ways. 2297 Mr. SHIMKUS. The last question, this one to Mr. Wirth, 2298 is there a provision in the agreement that would give HIF196.030 PAGE 103 2374 that we could take to ameliorate them? 2375 Mr. MARKEY. What would be the benefits of taking the--I 2376 have already pointed out the benefits in that my home's value 2377 would go up. 2378 Mr. WIRTH. The Malden Yacht Club. 2379 Mr. MARKEY. Yes. 2380 Mr. WIRTH. I think that as we look at the--for 2381 example--let me do this. Let me ask Dr. Yellen, who is the 2382 economist in our midst, may be the most appropriate to 2383 comment on the economic sides of this. 2384 Mr. MARKEY. Okay. Dr. Yellen. 2385 Ms. YELLEN. On some of the economic benefits. Well, 2386 first, I would see the development-- 2387 Mr. MARKEY. What is the cost of inaction as opposed to 2388 the cost of action? We have had a lot of discussion about 2389 the cost of action. Now, how about the cost of not doing 2390 anything? 2391 Ms. YELLEN. Well, I think the cost of inaction is that 2392 we will fail to take the steps now sooner to develop the 2393 kinds of new technologies that would be very useful in 2394 reducing our reliance on fossil fuels. By waiting to take 2395 those steps, we will, for example, have new plants built based 2396 with making choices that would not be efficient if we were 2397 to begin to take some credible steps now. And when we 2398 finally decided later on that it was important for all of the HIF196.030 PAGE 104 2399 reasons, all of the environmental reasons, so that your home 2400 doesn't become beach front later on to take steps, we would 2401 find that we had waited to act until a time when it was 2402 unduly expensive. 2403 So taking actions in advance to begin to buy an insurance 2404 policy and move us on the right road and acting in a timely 2405 fashion ultimately makes it less expensive to address a 2406 problem that we believe is real and I think that the 2407 scientific evidence supports as a genuine problem. 2408 Mr. MARKEY. One of the goals should be, of course, that 2409 we have energy-saving technologies, for example, that we can 2410 adopt more efficient renewables. 2411 As we debate the electricity restructuring legislation 2412 before this committee this year, what recommendation would 2413 you give to us with regard to the percentage of renewables 2414 that we should build into the portfolio of utilities as they 2415 are allowed out into the competitive retail electricity 2416 marketplace? 2417 Ms. YELLEN. I don't have a particular recommendation to 2418 give you. Electricity restructuring is under consideration, 2419 and I think that they-- 2420 Mr. MARKEY. Would you recommend that there be--would you 2421 recommend that we, in fact, include some renewables 2422 portfolios so that this one-third of this utility sector 2423 does, in fact, have an agenda that we would give it so that HIF196.030 PAGE 105 2424 it could participate in the changeover from the fossil era to 2425 the renewable? 2426 Ms. YELLEN. Well, I don't have a particular 2427 recommendation today that I want to set before you. 2428 Mr. WIRTH. If I might, Congressman, I was in California 2429 a couple of months ago and the California Public Utility 2430 Commission is talking about developing, as they are 2431 deregulating their rate structure, of developing the capacity 2432 for consumers to purchase so-called green power. 2433 There would be enough pooling of their purchasing power 2434 that that would provide a very, very significant market for 2435 renewables. And without putting that--a certain percentage 2436 of renewables into their rate base or into their new rate 2437 structure, rather putting it on the side of consumer choice 2438 was felt in this discussion to be one in which they thought 2439 they would get a 20--maybe a 20 percent return; 20 percent of 2440 consumers in California would choose to purchase green power, 2441 which would, therefore, develop a not insignificant market. 2442 Mr. MARKEY. So if we establish, for example, a 10 2443 percent minimum, that wouldn't be unduly burdensome? 2444 Mr. WIRTH. Well, that would be something that you all 2445 decide to do. I suspect--knowing the debates on this 2446 committee, I suspect that that would run into very 2447 significant controversy. 2448 I would point out just the choice side as being done in HIF196.030 PAGE 113 2624 lot of difficulty getting these together, and it is a bit 2625 disingenuous for some of them to say we had not been sharing 2626 this, as we had been sharing the very difficult nature of 2627 putting them together and we did not have an honest result or 2628 an honest model that we could then make available. 2629 Mr. CRAPO. Would the gentleman yield briefly? 2630 Mr. ROGAN. Yes. 2631 Mr. CRAPO. Mr. Wirth, did I just hear you say that the 2632 administration is not going to continue with the economic 2633 analysis? 2634 Mr. WIRTH. No, that is not what I said. 2635 Ms. YELLEN. As we go forward and develop policy, 2636 certainly there will be economic analysis brought to bear on 2637 any policies that would be under consideration. But the plan 2638 would be to use a wide range of tools and bits of anal ysis 2639 and not any single model or any small group of models or 2640 certainly not merely the three models that are di scussed 2641 that report 2642 Mr. CRAPO. So this document that we received today, will 2643 this document- it is a draft document, I understand. Is it 2644 ever going to be finished? 2645 Ms. YELLEN. No it is never going to be finished. It 2646 represents- this committee has asked to see the state of the 2647 administration's analysis. This is the state of the 2648 analysis. As the Under Secretary just explained, the initial HIF196.030 PAGE 114 2649 desire had been to take work that had been done in various 2650 parts of the administration, to bring together a group that 2651 would have, in essence, a tool kit that it could reliably use 2652 to analyze policies that would be under consideration. 2653 Mr. CRAPO. Well, then are we--is this committee going to 2654 be able to see a final document that constitutes the 2655 administration's economic analysis and its assessment of this 2656 issue at any time? 2657 Ms. YELLEN. I think the answer is that if a policy is 2658 proposed, naturally representatives of the administration 2659 will be ready to testify and explain what they think the 2660 impact of any proposed policy would be on the American 2661 economy. that any policy that is proposed, the President and 2662 the administration would want to feel was a good policy, that 2663 was beneficial for the American economy and we would stand 2664 ready to testify to that effect. 2665 Mr. CRAPO. But I haven't heard you say-- 2666 Ms. YELLEN. And explain the logic. 2667 Mr. CRAPO. But I haven't heard you say that there will 2668 be a policy adopted by the administration before. 2669 Mr. WIRTH. Mr. Crapo. 2670 Mr. CRAPO. Yes. 2671 Mr. WIRTH. Let me just make a distinction between the 2672 original question about the specific sort of tool kit or 2673 hardware. We had hoped that there might be a powerful single HIF196.030 PAGE 115 2674 sort of tool kit in the form of a model. That model would be 2675 the three--EPA had one, DOE had one and DRI was the third. 2676 Ms. YELLEN. DRI is the third. 2677 Mr. WIRTH. DRI is the third, and we attempted to put 2678 those three together and that everybody could kind of plug 2679 their numbers and assumptions and so on into that model. 2680 That was just a tool. We have not been successful in making 2681 that tool work so we will not have a single item that we can 2682 give to anybody and say this is going to produce--is going to 2683 tell you what the economy is going to do. 2684 We will, however, you know, obviously share all kinds of 2685 economic results and assumptions and so on as we go into the 2686 development of a specific set of policy measures. 2687 That is a different question than the one specifically 2688 asked about the model itself. That tool kit has not worked. 2689 As Dr. Yellen says, we have got a whole variety of other 2690 tools. 2691 Ms. YELLEN. This is the state of the tool kit as of May 2692 30th. You can see how far it got. It shows a standardized 2693 policy, not the administration's policy, but a standardized 2694 policy to analyze. You can see how far they got. You have 2695 reviewers' comments that said these kinds of approaches have 2696 some strengths; they have weaknesses; that as the 2697 administration developed and analyzed policies, we should be 2698 using a broad range of economic analysis, and that is what we HIF196.030 PAGE 116 2699 will do as we go forward. 2700 So this is the state of this work, but I think that 2701 trying to develop any single model or small set of models is 2702 an approach that is futile and so this there is not I have 2703 no expectation that there will be a final draft, a final 2704 draft of this staff paper. This is where it is now. 2705 Mr. CRAPO. Thank you. I will pursue this further in my 2706 questions. 2707 I thank the gentleman for letting me interrupt there. The 2708 gentleman will not be penalized for his time. 2709 Mr. ROGAN. Thank you, Mr. Chairman. 2710 Based upon the Chairman's questions, and actually he was 2711 pursuing the line that was of interest to me, I am not sure 2712 if my confusion has been heightened from the responses. And 2713 so let me just ask you directly- and as an aside, I will also 2714 confess I have not had the opportunity to see this draft 2715 staff report. And is it my understanding that this has just 2716 either been released today or within the last few days? 2717 Ms. YELLEN. Yes. I believe it was released this 2718 morning. It was given-- 2719 Mr. ROGAN. So then I have an excuse for my ignorance. 2720 Ms. YELLEN. Yes. It was given to the committee-- 2721 Mr. ROGAN. So you will forgive me for asking just some 2722 basic questions about that. 2723 Do. I understand Dr Yellen this is to be a staff draft HIF196.030 PAGE 117 2724 analysis as to the economic impact on American industry or is 2725 this merely an analysis that was put together setting forth 2726 some model or paradigm of how we should make these analyses? 2727 Ms. YELLEN. This was, as I tried to explain, in an 2728 attempt to assemble a useful tool kit to analyze a range of 2729 policies that might be under consideration, and ecause various 2730 different models determine in different parts of the 2731 government were approaching different problems differently and 2732 using different assumptionsy different baselines as to what 2733 energy usage would be in the absence of any treaty, they 2734 tried to get together and to better communicate by 2735 standardizing what they did. And they took an initial set of 2736 assumptions to standardize on and that is what you see in 2737 this document that is referred to as the starting point 2738 analysis. It looks at attempting to reduce to 1990 levels of 2739 emissions by 2010. 2740 They chose that not because that is the administration's 2741 policy, but because it was a common scenario and many 2742 outside outside economists who have models had also analyzed 2743 that. So it provided some comparability internally in the 2744 administration among agencies and outside. 2745 Mr. ROGAN. So if I were to ask either of you the 2746 question, for instance, if we proceed with these proposals as 2747 the administration is requesting, how will this impact 2748 American steel or iron industries, are you able today to give HIF196.030 PAGE 118 2749 this committee an answer to that question? 2750 Ms. YELLEN. No. We are not able to give an answer to 2751 that question. 2752 Mr. ROGAN. Or to other industries or economic-- 2753 Ms. YELLEN. No, we are not able to give an answer to 2754 that question. 2755 Mr. ROGAN. If--we have been at the bargaining table now 2756 for some 18 months. Is that correct? 2757 Mr. WIRTH. Actually--essentially. 2758 Mr. ROGAN. We are now at mid-July, and this is supposed 2759 to go into effect in December, as I recall it. Is that 2760 correct? 2761 Mr. WIRTH. No, it will not go into effect until we come 2762 back to the Congress. This will probably be a protocol or an 2763 amendment to the original treaty and that will have to go to 2764 the United States Senate for approval and then it will 2765 require implementing legislation to get it done. So my guess 2766 is, Congressman, that we won't--this won't go into effect 2767 until--the Chairman is smiling up there--the year 2000, 2001. 2768 There is an election that intervenes in there and I don't 2769 know if that will have anything to do with the timing or not. 2770 Mr. ROGAN. Not that that has anything to do with 2771 anything that happens up here. 2772 So December is when the negotiations are set to conclude; 2773 is that correct? HIF196.030 PAGE 119 2774 Mr. WIRTH. Yes. 2775 Mr. ROGAN. Are we going to be able, in this committee, 2776 to hear testimony from either of your offices or from some 2777 other agency in the administration before December that will 2778 give us a solid economic analysis as to particular American 2779 industries? 2780 Ms. YELLEN. I think that the committee should expect 2781 analysis in support of a policy that we propose, that Itris 2782 our obligation to explain why we think it will be appropriate 2783 for dealing with this problem and good for the American 2784 economy but if by forecast what you are sayingris what is 2785 the impact on the number of jobs in the steel industry in 2786 2020 I think that is something that we shouldn try to 2787 produce I think that is a hopeless futile exercise. And 2788 the kinds of uncertainties that we are dealing with here, I 2789 think, preclude being meaningful with attempting to come up 2790 with that kind of detailed number. 2791 Mr. ROGAN. Although I appreciate your position, it seems 2792 to me that if we now take the position that economists cannot 2793 make forecasts thatmessentially does away with the 2794 profession of economists. 2795 Mr. WIRTH. I don't think we are saying that economists 2796 can't make forecasts. I think economists are going to 2797 continue to make forecasts until the COWS come home. The 2798 question is, do we believe that is going to be so detailed HIF196.030 PAGE 120 2799 and specific that that will allow us, as Dr. Yellen pointed 2800 out, to make specific predictions as to what will happen to 2801 the job base in X industry in Y region of the country? And 2802 the answer to that is that it won' we won't be able to do 2803 that. 2804 Ms. YELLEN. I just think that is-- 2805 Mr. ROGAN. My recollection is from one of your opening 2806 statements someone made at least passing reference to this 2807 Argonne National Laboratory draft report that was prepared 2808 after having been commissioned by the Department of Energy. 2809 And there hasn't been much discussion about that, but I get 2810 the sense that the report itself, if not the sentiments 2811 expressed in the report, may have been the basis for Mr. 2812 Dingell's concerns. 2813 In looking through the report on this draft report that 2814 was prepared February 1997, under the auspices of the 2815 Department of Energy, there doesn't appear to have been the 2816 same reluctance to make the type of analyses that I have been 2817 asking questions about and what both of you have been hearing 2818 bipartisan concern about. Specifically, this report says 2819 that in the iron and steel industries, quote, the imposition 2820 of increased energy costs will devastate the U. S. steel 2821 industry without a significant decrease in worldwide energy 2822 related emissions; that the cost of production would increase 2823 from $48 to $128 per ton and have signi ficant economic HIF196.030 PAGE 121 2824 consequences as a result thereof. " 2825 In the petroleum refining industries, it says that 2826 refineries located in the United States would be devastated 2827 and would become noncompetitive with refineries in developing 2828 countries. 2829 This goes on to analyze the same sort of results in the 2830 paper and allied products industries, aluminum industry, 2831 chemical manufacturing, cement and so forth. 2832 I would like to hear the administration's response as to 2833 those projections. 2834 Ms. YELLEN. This was, as I understand it, an exercise in 2835 which panels of industry representatives and experts were 2836 asked to make an assumption about projected energy price 2837 increases and analyze what it would mean for their industry. 2838 Now, the projected energy price increases are certainly 2839 not those that are coming out of any policy that is a 2840 proposal of the administration 2841 Mr. ROGAN. Okay. Doctor, let me just interrupt for one 2842 moment because I want to make sure I follow the premise of 2843 your response. 2844 My understanding, and my report that I have before me, 2845 indicates that these analyses were prepared specifically to 2846 assess the impact of mandatory climate commitments as being 2847 proposed by this treaty. 2848 Do you have a different understanding of that? HIF196.030 PAGE 122 2849 Ms. YELLEN. My understanding is that the panelists were 2850 simply given an assumed set of energy price increases, and 2851 asked to say what would happen in this particular scenario. 2852 Now, as both of us have emphasized in our testimony, we 2853 consider flexibility implementation provisions to allow and 2854 international trading joint implementationy to be extremely 2855 important in any treaty. And these are things that would 2856 bring down markedly--even bring down impacts on prices of 2857 energy markedly, relative to the kinds of scenarios that 2858 these panelists were asked to consider. 2859 I need to look into this in more detail, but I think the 2860 sort of scenario, price scenarios, that these panelists were 2861 asked to consider, come out of relatively stringent and rigid 2862 policies. Those are not the policies of the administration. 2863 So if you say, what information comes out of this? I 2864 would say, it simply reinforces the need to pursue sensible 2865 climate change policies, not the kinds of policies that are 2866 going to have this effect. And-- 2867 Mr. ROGAN. And finally--I am sorry. Go ahead. 2868 Ms. YELLEN. I mean, I would simply emphasize that 2869 President Clinton has made as his number one priority 2870 pursuing policies that are good for this economy, that 2871 generate jobs, that generate economic growth. And I simply 2872 could not imagine that he would endorse policies that he 2873 thought-would have Draconian impacts on the economy. HIF196.030 PAGE 123 2874 Mr. ROGAN. We won't put that to a vote today. 2875 But let me just finally say that I have heard reference a 2876 couple of times in this hearing to the figure that the United 2877 States has 4 percent of the world's population and 2878 contributes 22 percent of the world's pollutants. I don't 2879 know if bantering those figures about is supposed to suggest 2880 that there is some unfair or objectionable imbalance, but as 2881 a noneconomist I am assuming that the world economic output 2882 contributed by the United States of America somehow is 2883 greater than 4 percent and so that those figures, in a 2884 vacuum, might mean one thing, but when we measure the 2885 American effect on the world economy, that perhaps 4 percent 2886 does not really tell the story. 2887 Is that at least a fair assumption? 2888 Mr. WIRTH. The purpose is not to talk about the U.S. 2889 contribution to the world economy. The purpose is to simply 2890 point out that with a small percentage of the world's 2891 population, we contribute a very significant percent of the 2892 world's greenhouse forcing gasses. Now, to say-- 2893 Mr. ROGAN. We also contribute a very significant 2894 percentage of food and clothing for the world, too, isn't 2895 that a fair statement. 2896 Mr. WIRTH. Fine. I mean, one can say a whole lot of 2897 things. We are bigger than a lot of countries and we have 2898 two oceans, or whatever. HIF196.030 PAGE 127 2974 But my question is about the number of drafts. We have 2975 just received the May 30th draft. And since we are deep into 2976 the negotiation process already and only about 5 months away 2977 from the Kyoto conference, seriously is this the last draft? 2978 Is this the one you are going to go to bat with? Is this the 2979 lineup that you are going to have when they say play ball 2980 over there in December? 2981 Ms. YELLEN. It is not the lineup. It is not the 2982 administration's analysis. It is a draft of a staff working 2983 paper. 2984 Mr. HALL. Is this the one we have been waiting for when 2985 we asked for a final draft? 2986 Ms. YELLEN. The committee has asked for this report and 2987 we are turning it over to you even though it might be less 2988 than what you or we would have hoped for when we embarked on 2989 this project. 2990 In many ways it is a failed project. It is an attempt 2991 to together, ssemble a tool that we would consider 2992 sufficiently reliable to analyze policies that might be under 2993 consideration. And what you see in the May 30th draft, which 2994 is the last complete draft, is where the staff got to in this 2995 exercise, and what the response of the outside reviewers were 2996 about the ability of this exercise or an expanded exercise to 2997 lead to a tool kit that we would be able to rely on solely in 2998 moving forward with analysis of policies. HIF196.030 PAGE 128 2999 I think we have concluded that when we ultimately develop 3000 and propose a policy, we will not rely on this tool kit. We 3001 will bring to bear many pieces of economic analysis done by 3002 economists in the government and outside the government and 3003 what we are giving you is the staff work as of the end of 3004 May, according to your request. 3005 Mr. HALL. You know, we glean from speeches and drafts 3006 and testimony to try to keep ourselves abreast of it and try 3007 to be supportive of your actions in the field or wherever 3008 they might be, and in December. How will the future analysis 3009 be fed into the administration's negotiating position? How 3010 do you do that? 3011 I guess you will be wargaming it or drafting right up to 3012 the day you go over there. Is that your statement? There 3013 may be something that might cause you to change or to adjust 3014 it. 3015 Mr. WIRTH. Well, let me just tell you about what the 3016 process is inside the administration for this, Congressman. 3017 There is a sort of staff working group of very senior staff 3018 members in each agency and there is then an Assistant 3019 Secretary working group that tries to refine what comes out 3020 of the staff working group. That then goes to a group that 3021 the President has asked to convene, a so-called deputies 3022 group, and then finally to the Cabinet and the President. 3023 So there are a lot of iterations and layers that anything HIF196.030 PAGE 132 3099 Well, is the attempt to do a Berlin Mandate analysis on 3100 track or is it dead? 3101 Mr. WIRTH. An attempt to do-- 3102 Ms. YELLEN. A-Berlin Mandate analysis. 3103 Mr. WIRTH. No. I mean, that is very much--the third 3104 volume of the intergovernmental climate change is out. That 3105 was produced- - that was printed in the spring of 1996. That 3106 is a very helpful approach. We are using that, using our own 3107 economics, using our own technology group for--in all of the 3108 inputs we can get for developing a policy that we will 3109 be--from which we will be negotiating in Kyoto and which we 3110 will bring back to the Congress as part of the protocol or 3111 amendment to the treaty and which we will bring back to you 3112 for enabling legislation. 3113 Mr. HALL. And if the work isn't done, we will get an 3114 agreement anyway? 3115 Mr. WIRTH. Excuse me? 3116 Mr. HALL. And if the work isn't done, if you haven't had 3117 an opportunity to-- 3118 Mr. WIRTH. We are moving in on them. We have got a lot 3119 of pieces out there, Congressman Hall; the idea of a binding 3120 treaty, flexible economic instruments; starting to get the 3121 commitments of the developing countries worked into this. I 3122 mean, we are starting to see the outlines of what may be or 3123 we hope will be an agreed-upon treaty in Kyoto. HIF196.030 PAGE 133 3124 Mr. HALL. Mr. Chairman, I need to ask just one other 3125 thing here about what President Clinton has undertaken on the 3126 climate change issue and has mentioned the White House 3127 conference on the subject, quote, later this year, end quote. 3128 When is that to take place and how does that work into 3129 your plans for Kyoto? 3130 Mr. WIRTH. The President, in discussing the--as we are 3131 moving into the Summit of the 8 in Denver and then the United 3132 Nations General Assembly special session, the President had 3133 to develop a position for discussions with the Europeans in 3134 particular and then at the United Nations, and it was his 3135 conclusion that we in this country had to do a better job of 3136 developing a broad base of understanding of the science and 3137 the need for change, and he has initiated a process that will 3138 go on all summer long of a whole series of meetings around 3139 the country. 3140 The Cabinet are going to be engaged. He is going to be 3141 doing a number of events. Vice President Gore will be doing 3142 a number of events, and that will lead up to a White House 3143 conference which will be held mid--I think mid to late 3144 September. I don't think a specific date has been set yet. 3145 Mr. HALL. You think mid to late September? 3146 Mr. WIRTH. Approximately, or generally. 3147 Ms. YELLEN. Or early October. 3148 Mr. WIRTH. It has to be done in time that out of that, I HIF196.030 PAGE 134 3149 think that the it is going to be done within the time frame 3150 of the final preparatory meeting which occurs in early to mid 3151 October--late October. So it has to be done before late 3152 October so we get all the final input and have that; then 3153 boil it down SO we can use it. I would guess that the White 3154 House conference would then come mid, late September, early 3155 October. 3156 Mr. HALL. Can you be a little specific about how it is 3157 going to be conducted? Would it be oral presentations? Is 3158 there going to be written material or what are the procedures 3159 going to be? Who is going to be invited? 3160 Mr. WIRTH. We can submit that to you for the record, 3161 Congressman Hall. 3162 Ms. YELLEN. I am not aware of that right now. 3163 Mr. WIRTH. That is being worked on by the White House 3164 right now. 3165 Mr. HALL. I thank you. 3166 Mr. WIRTH. Thank you very much, Congressman. 3167 Mr. CRAPO. Thank you. The time of the gentleman has 3168 expired and it has come my turn to ask questions. And I want 3169 to come back to the same issue we have been on here now for a 3170 while , because Mrs. Yellen and Mr. Wirth, it seems to me--I 3171 can only speak for myself, but I think from what I have heard 3172 from the other Members today and in previous hearings and in 3173 discussions with them, that for Lessentially 2* years now-we-> HIF196.030 PAGE 135 3174 thave been expecting the.administration to come forward with, 3175 an economic analysis and ultimately a policy based on that 3176 analysis which we could evaluate. y 3177 And to me, the revelation today is that in Mrs. Yellen' S 3178 words that we have a failed project, essentially that the 3179 effort to bring these economic models or studies together has 3180 failed 3181 Is that correct? 3182 Ms. YELLEN. To bring them together in which we can rely 3183 on that project for a complete analysis of policies that 3184 might be proposed, that is failed But any policy that might 3185 be proposed, naturally has to be supported by a variety of 3186 different kinds of economic analysis. 3187 That project of a small group of models that will be the 3188 vehicle to analyze a policy that has failed. We will bring 3189 lots of pieces of economic analysis from inside, outside, to 3190 bear. 3191 Mr. WIRTH. Let me try it this way, Congressman. 3192 Mr. CRAPO. Yes. 3193 Mr. WIRTH. Can I try it this way? We have to make a 3194 trip and let's say we have to get across the country and 3195 there are a variety of ways to get there. We can fly. We 3196 can walk. We can peddle. We can take a car. And we decided 3197 that one of the key ways of getting there was to build a car, 3198 and we wanted - there were three different models that we were HIF196.030 PAGE 137 3224 with on this issue understood it the way I did, and that is 3225 that in previous hearings and in previous statements we were 3226 told that you were going to tell us what was going to be the 3227 economic analysis. And if I understand you correctly 3228 today--see, the reason is because Congress is supposed to 3229 have a role in all of this, and the location you were going 3230 to arrive to in your analogy would sort of be the policy you 3231 are ultimately going to come up with, and what I understand 3232 you are telling me today is that you don't know what vehicle 3233 you are going to use yet out of this three different options 3234 or maybe others, and maybe this is going to be a 3235 conglomerate, but whatever it may be you don't know what it 3236 is and, therefore, you can't tell us what it is and, 3237 therefore, we cannot participate with you in development of 3238 policy or in evaluation of the decision-making. 3239 I guess the question I have: Is there going--is this: Is 3240 there going to be some time, some point in time, at which the 3241 administration tells Congress what its economic analysis is 3242 in sufficient time for us to evaluate it before Kyoto? 3243 Ms. YELLEN. I think what the President has indicated is 3244 that over the next several months what he wants de to 3245 confer broadly to get input from Members of Congress about 3246 what they think our policy should be, to reach out to 3247 businesses and to labor leaders and to State and local 3248 governments and to all affected parties and to hear from HIF196.030 PAGE 138 3249 them, what do you think the policy should be? 3250 Mr. CRAPO. So, in other words, we have been asking the 3251 President-- 3252 Ms. YELLEN. Yes. 3253 Mr. CRAPO. --what he was going to do, and you are telling 3254 me now the President is going to ask us and the rest of 3255 America what he should do? 3256 Ms. YELLEN. And wants to listen to what that input is 3257 before he tries to reach a conclusion that he is going to put 3258 forward. 3259 Mr. CRAPO. I think that is very admirable for the 3260 President to seek that kind of input. But the question that 3261 we have been asking for 2 years now is, since the President 3262 is the one who goes to Kyoto, in effect, at some point the 3263 President has to make a decision. 3264 He is going to--we have heard a lot of testimony here 3265 today about the fact that there is going to be a commitment 3266 made in Kyoto, which apparently is going to be dropped in our 3267 lap to implement in terms of policy, and we are trying to 3268 influence that at the outset rather than deal with it after 3269 the fact. 3270 And the question is: Is there going to be some time, 3271 some date, at which the administration will tell this 3272 committee what its economic view of the circumstances are and 3273 what policy it is going to adopt based on that economic view? HIF196.030 PAGE 142 3349 time when you can say to this committee, these are the 3350 economic analyses which we have used to devise this policy; 3351 am I correct? 3352 Ms. YELLEN. I think we don't want to base that analysis 3353 on one model. We want-- 3354 Mr. CRAPO. Then do-- 3355 Ms. YELLEN. We want-- 3356 Mr. CRAPO. Are you going to base it on any models or on 3357 three models or ten models? Or is there going to be a point 3358 in time at which the administration bases its decision on 3359 some kind of economic analysis? 3360 Ms. YELLEN. Certainly economic analysis has to come to 3361 bear. 3362 Mr. CRAPO. Then will we be able to have you tell us what 3363 that economic analysis is going to be? Or are you simply 3364 going to say, there are lots of models and lots of pieces in 3365 this tool kit and here you, Congress, can look at them like 3366 we are. 3367 Ms. YELLEN. I think when a decision has been arrived a 3368 it is incumbent to explain how we arrived that 3369 decision and why we regard_it as a sensible decision. -feel 3370 we have to be prepared to exp lain that. But we are not there 3371 yet. 3372 Mr. CRAPO. But can you understand our frustration? 3373 Ms. YELLEN. Yes, I can. HIF196.030 PAGE 143 3374 Mr. CRAPO. Because for 2 years now we have been trying 3375 to get there. And what I am hearing you tell me is that 3376 shortly before it is a done deal, you will tell us what the 3377 deal is. And at that time, we will get to know what the 3378 economic analysis on which the deal is founded is. Is that 3379 accurate? 3380 Ms. YELLEN. I can understand the frustration that you 3381 feel in this process, and I wish myself that we were further 3382 along in it. 3383 Mr. CRAPO. But I want to be sure that I am accurate 3384 there. Is what I just described accurate, that shortly 3385 before you have come to a done deal, we will find out what 3386 that deal is? 3387 Ms. YELLEN. There is no done deal until September. 3388 Mr. WIRTH. There is no done deal before September. 3389 Mr. CRAPO. Shortly before you have come to a final 3390 position, which will be taken to Kyoto, you will tell us? 3391 Mr. WIRTH. In that final position, a U.S. position going 3392 into Kyoto will be ready for the late October final 3393 preparatory meeting. We have to back up from that and have 3394 that significant-- 3395 Mr. CRAPO. Is there any ability for Congress to 3396 influence that policy after October's meeting? 3397 Mr. WIRTH. What our target and timetable is going to be? 3398 Mr. CRAPO. Yes. HIF196.030 PAGE 145 3424 question is then, has the administration done any analysis, 3425 or are you just referring to other analyses that have been 3426 done? 3427 Ms. YELLEN. Let's see. With respect to international 3428 emission trading, there is some analysis in the document. 3429 This set of models, this suite of models that are described 3430 there did permit some analysis. 3431 Mr. CRAPO. But no results were shown in the draft today. 3432 Ms. YELLEN. Yes. There are lots of results; there are 3433 loads of numbers and lots of results in the draft. And as I 3434 emphasized in my testimony earlier, I think al though you 3435 know, on the hand, I have emphasized that these are not 3436 models on which we should rely for tasks. Qualitatively, is 3437 what you see in the analysis that is there is a very 3438 substantial reduction and impact due to international 3439 trading. That qualitative conclusion, I think is quite 3440 valid. 3441 You know, I would recommend to you that you look at the 3442 tables on pages 19 and 20 in the paper. Again, we don't want 3443 to stand by the precise numbers here, but qualitatively, I 3444 think you get a very clear sense of the kind of impact that 3445 international trading can make. 3446 Mr. CRAPO. Let me get to kind of a more general look at 3447 the issue that you are trying to raise with that specific 3448 issue, and it is this. In your earlier testimony, Mrs. HIF196.030 PAGE 146 3449 Yellen, you indicated that you felt--and tell me if I am 3450 wrong here, but I thought you indicated that you felt that 3451 you thought the economic analysis, whatever it may be and 3452 however it may be conducted, would ultimately show that there 3453 is some--that the policy that you are moving toward will be 3454 good for the economy, these new targets and implementation 3455 dates, whatever they are going to be. 3456 Did you say that? 3457 Ms. YELLEN. I think it is incumbent on the 3458 administration, in presenting a policy, to be able to defend 3459 it and explain why it is a sensible, pragmatic, reasonable 3460 approach to the issue that we are dealing with. The 3461 President has emphasized that he is looking for such an 3462 approach, that he regards the problem as real and he wants to 3463 develop an approach that deals with it in a sensible way. 3464 I think we have to be prepared to defend that we have 3465 found such an approach. When it comes to such features as 3466 flexibility, whether it is international trading of permits 3467 or joint implementation, that the Under Secretary has told you that them they 3468 we already endorse A and A are already embodied in our proposal, 3469 I think you can look at this paper and see the kind of 3470 difference it can make and, even without numbers, what 3471 economists will tell you is a very good reason these things 3472 should matter and reduce costs. 3473 We could debate whether they have the costs of achieving HIF196.030 PAGE 147 3474 a given target, make it a quarter or less. We can argue over 3475 the magnitude that the impact that these flexibility 3476 provisions have. But economics, just pure economic reasoning 3477 on its own tells us that the ability to trade enables us to and 3478 do for the world to achieve a given goal at lower costs, 3479 that is its purpose. 3480 So I would be prepared to defend those kinds of 3481 flexibility provisions without any numerical forecast of 3482 precisely what difference they make. On the other hand, I 3483 think the analysis shows in some models they do make a large 3484 difference. 3485 With respect to targets and timetables, I think we will 3486 have to go to a number of different pieces of analyses that 3487 are available in order to make some sensible choices there. 3488 Mr. CRAPO. Well, I recognize what you said about the 3489 targets and timetables and differences in the studies. But 3490 as I have read the report--and you can pick what you want out 3491 of the reports, but one of the studies indicated that using 3492 some of the targets and timetables, that we could look to see 3493 possibly a 26-cents-per-gallon increase in the cost of 3494 refined petroleum, $1.49 for 1,000 cubic feet in the cost of 3495 gas, and 2 cents per kilowatt hour increase in electricity. 3496 And just to give you--I am sure you know this, but to give 3497 the audience an indication that our 2-cent increase in 3498 electricity generation cost is like a 100 percent increase. HIF196.030 PAGE 148 3499 Ms. YELLEN. Those are big impacts. And I want to 3500 emphasize, that is not a policy that is being proposed. And 3501 the numbers you are citing, even in the models that have been 3502 examined, are numbers one gets when one assumes the absence 3503 of the kinds of flexibility that the Under Secretary has obviously 3504 explained are eddly central to the approach you want to 3505 pursue. 3506 Mr. CRAPO. Well, I guess you can see our frustration, 3507 because it is very hard for us to conduct this kind of a 3508 discussion with you on the policy when we don't know what the 3509 promised economic analysis is to review it, to see what its 3510 peer review status is, when we don't know what policy options 3511 we are applying those economic analyses to. 3512 And this committee, I can assure you, will fulfill its 3513 responsibility to participate in the development of this 3514 policy. I am still at a loss to figure out at what point in 3515 time we are going to be given information from the 3516 administration to enable us to participate in this role. 3517 Mr. WIRTH. Well, again, we are sharing information with 3518 the committee, as we have it. We have asked the committee to 3519 come to every session. We have had briefings up here on the 3520 Hill, you know, on something of a steady basis to which all 3521 members and their staffs have been invited, explaining where 3522 we are and what is going on. We have made very clear, I 3523 think, what the overall package looks like; we have talked HIF196.030 PAGE 149 3524 about that today. We have made significant progress on that. 3525 The one remaining piece, as you well know, is targets and 3526 timetables. 3527 Mr. CRAPO. And what you have made clear so far, 3528 including the possible range of targets and timetables that 3529 are under consideration, has raised a significant amount of 3530 concern nationwide. 3531 Mr. WIRTH. Well, it should-- 3532 Mr. CRAPO. That is why we want to engage in this debate 3533 with you. 3534 Mr. WIRTH. That is true. It should raise a significant 3535 concern because we are related to climate change, which has 3536 also raised a significant amount of concern. Let's remember 3537 that what the President is attempting to do is to look at 3538 this very, very significant long-term environmental problem, 3539 which he believes is very serious and one in which we have to 3540 intervene in terms of being responsible to our children, 3541 grandchildren and great-grandchildren, that we have to begin 3542 now. 3543 So that is the environmental side of this that has to be 3544 weighted with an economic policy that makes it work, which is 3545 also very significant. We are talking here about the 3546 most--as I point out in my testimony, certainly the most 3547 complicated issue that I have ever worked on and maybe the 3548 most important one that any of us has ever worked on. And HIF196.030 PAGE 150 3549 this is--your frustration at not having this piece or that 3550 piece exactly done is shared by us; we don't have all those 3551 pieces either. 3552 But we have come an enormous distance and, you know, we 3553 do have a long way to go in this last sprint, in the last 5 3554 months. And we, Congressmen, very much look forward to 3555 working with you and other members of the committee in 3556 getting there; and we will get there. 3557 Mr. CRAPO. With regard to the role of Congress-- I think 3558 I heard this in your testimony earlier, Mr. Wirth, but I 3559 would like both of you to respond to this question--do you 3560 acknowledge that before any of these decisions even--whatever 3561 may be agreed to by the administration at Kyoto becomes 3562 binding on the United States that it would be subject to a 3563 vote in the Senate? 3564 Mr. WIRTH. Yes. We have said this from the start. This 3565 would be either a protocol to, or a protocol or amendment to 3566 the climate treaty which would require approval of the 3567 Senate. 3568 It would also require, Congressman-- I can't imagine 3569 something that we could do to achieve what has to be done 3570 that wouldn't require enabling legislation, which will go to 3571 this committee, and to the House as well as to the Senate. 3572 Mr. CRAPO. And do you agree with that, Mrs. Yellen? 3573 Ms. YELLEN. I do. HIF196.030 PAGE 151 3574 Mr. CRAPO. All right. Thank you. I have no further 3575 questions. 3576 Mr. Hall, do you have any questions? 3577 Mr. HALL. Mr. Chairman, I think I would. It seems that 3578 we are getting to the same situation we got into with the 3579 NAFTA situation where they--the word NAFTA itself cries out 3580 that they didn't want to have to undergo the approval of 3581 having a treaty approved by the Senate for fear they couldn't 3582 get the required number. And of course I voted against 3583 NAFTA, but NAFTA passed, and I hope it works; I fully and 3584 totally support it now. 3585 But it is--I think what the Chairman is trying to say 3586 here is that we would like to have some input before the 3587 fact; and where you make yourself available when you set 3588 hearings here and meetings and workshops, Tim, you know that 3589 doesn't fit our schedule nine times out of ten because we are 3590 going in about 90 different directions. 3591 But I think what the Chairman is almost crying out for 3592 here is some opportunity to, as you go closer to the 3593 decision, the time to make a decision, that we get to meet 3594 and have some input. And I have never known you to close the 3595 door on anybody; and I think we could ask to you come back 3596 over, could we not, if we needed to? 3597 Mr. WIRTH. Congressman Hall, we would set up whatever 3598 schedule you would like to do--members of the committee would HIF196.030 PAGE 152 3599 like to do, members of the subcommittee would like to do. We 3600 are open to that, absolutely. 3601 Let me also add that we are as unhappy about not having 3602 all of this modeling work and all of this economic analysis 3603 out there, that we had hoped was going to be done early in 3604 this year. And that has made our job, I can tell you--as you 3605 can tell from all the questioning here, that has made our job 3606 a heck of a lot more difficult. 3607 Mr. HALL. I am frankly--well, I am worried about the 3608 world, but I am more worried about this country. And I 3609 remember cross-examining a John Connelly appointment, when I 3610 was in the Texas senate, to the EPA. They worked free, and 3611 it would have cost this guy $25- or $50,000 to even serve, 3612 for his time alone. 3613 And they pushed him so hard about, how did he feel about 3614 pollution. He gave that age-old answer, he was against it. 3615 And that made three of the senators mad. And finally the guy 3616 just said, well, pollution smells a hell of a lot better than 3617 poverty. And that got his confirmation killed. 3618 I don't know that I didn't agree with him on his reaction 3619 there. But what I guess I am hoping is that we don't let 3620 some little country, the little countries of the world take 3621 advantage of us because in the Argonne National Lab report 3622 dated February 5th of 1997, it was pointed out that it said, 3623 the main conclusion of this study is that policy constraints HIF196.030 PAGE 153 3624 placed on these six large industries--and the ones they were 3625 talking about there were six energy-intensive industries, 3626 petroleum refining, paper and allied products, iron and steel 3627 and aluminum and cement. The constraints placed on these six 3628 large industries in developed countries, but not on their 3629 less developed trading partners, would result in significant 3630 adverse impacts on the affected industries. 3631 And the President has made a speech--I don't just 3632 remember the exact date of it, when he talked about his 3633 pledge not to undercut U.S. competitiveness. And that would 3634 be very easy to do with what some of us would think was an 3635 outrageous or ridiculous international compact or agreement 3636 that held us to it, that we are probably going to honor, that 3637 a lot of others aren't. 3638 Those are the things that we are fearful of up here. And 3639 I think that is the reason that we would like to have as much 3640 of your time as we can to get together, when we can spare the 3641 time and you can spare the time. But keep us abreast of what 3642 is going on rather than having it all hit the fan when you 3643 come back and you have entered into an agreement, been nice 3644 to one another, and hit glasses up against one another, and 3645 you come back here and have something that we in the oil 3646 patch can't live with, the John Dingell's up in Michigan 3647 can't live with, and others. 3648 I think that is what the Chairman is talking about, if I HIF196.030 PAGE 154 3649 understand him correctly, that we would like to be in on this 3650 deal. And if you are going to have a draft analysis every 45 3651 minutes, we would like to know about it and just see them and 3652 not get a May draft analysis, dated June, and get it here in 3653 July, 10 hours before the meeting. 3654 I know you didn't set that stage, but--and you know those 3655 things happen, and when they happen, you are always fearful 3656 of what is behind it and why did it happen, why did they hold 3657 this back. Let me read it again. 3658 You know, just like when Bill Sharp and others finally 3659 passed a deal knocking out windfall profits tax, hell, I 3660 couldn't believe it, I had to read it five times to be sure 3661 it was all right. 3662 We just need someone with your intellect, your ability, 3663 your background and your experience and, I think, your 3664 commitment to spend some time with us before you go over 3665 there, that basically you weren't there a while ago. See, 3666 that is the way we are, here today and gone tomorrow. 3667 Mr. WIRTH. We appreciate your commitment and 3668 understanding and involvement, Congressman; and we really 3669 appreciate, Mr. Chairman, all the time that you have spent 3670 with us today. It has been a long afternoon and I know how 3671 much--how many other things are on your plate, so from our-- 3672 Mr. SCHAEFER. It has been very productive. 3673 Mr. WIRTH. --perspective, we hope this is just the HIF196.030 PAGE 155 3674 beginning for the next 5 months. 3675 Mr. SCHAEFER. The gentleman from New Jersey. 3676 Mr. WIRTH. Mr. Chairman, can I-- 3677 Mr. SCHAEFER. Oh, I am sorry. 3678 Mr. WIRTH. Would it be possible--I was at a group 3679 downtown, and I was supposed to go tell them the truth about 3680 climate change. I was supposed to be there at 3:30. 3681 Mr. SCHAEFER. And I understand. 3682 Mr. WIRTH. Maybe I-- 3683 Mr. SCHAEFER. Dr. Yellen was, too? 3684 Mr. WIRTH. I am sorry; is that all right? 3685 Mr. PALLONE. Don't worry. There is no problem. You are 3686 more than welcome. 3687 Mr. WIRTH. Thank you very much. 3688 Mr. SCHAEFER. If you had any written questions or 3689 anything-- 3690 Mr. PALLONE. No, I can ask my questions of the 3691 chairwoman, Chairmen, if that's all right. 3692 Mr. SCHAEFER. Oh, okay. 3693 Mr. WIRTH. Does she have to leave too? 3694 Ms. YELLEN. I can take another question. 3695 Mr. SCHAEFER. Thank you, Mr. Wirth. I appreciate it. 3696 Mr. WIRTH. Thank you very much, Mr. Chairman, Mr. Hall, 3697 Congressman Pallone. 3698 Mr. SCHAEFER. And, yes, Dr. Yellen did rearrange her - Dr. Yellen, you note that the permit prize would be less than 1/10 the price estimated by other models: Why the large discurefancy? So if it's trading, CDM, + 6 gases, explain to me how those will work? Have me ene done anything like itl trading before? CDM? How do the models account for the costs of conducting trades? How do you account for the other gases in your analysis? ? Is this approach an economic, or an engineering approach, as you desaribed the 5 labs study? ? Could you give an example of are of the historical examples you assessed? One of the sectoral examples you assessed? - We understand that the regotiztors is Kyoto were in constant contact with CEA. CoLd you describe what the analysis you did for the negotiators? Did your analy'is account for 6 gases, siniles? Did you use any models? Were decisions made based on only 1 model? Isn't that a "fitile " effort. " Q&A QUESTIONS REGARDING TRADING International trading It sounds like the conclusion of low costs depends on the idea that we will be buying emission permits from other countries. What percentage of emission reductions are achieved in this way, versus domestically? Do you honestly believe that international trading of this sort is feasible?¹ What would be the costs if we to have to meet these targets without international trading? Transfers What would be the monetary value of these transfers? Do you expect the American taxpayer to pay other countries for the right to drive their cars and run their factories? If it doesn't go directly through the budget, aren't you having the same effect by imposing onerous requirements on private citizens, and then "allowing" them to pay foreigners? Russia and paper tons Is it true that you mainly expect the purchases to come from Russia (and the Ukraine)? What percentage? Isn't this a disguised form of foreign aid? Is it true that we wouldn't even be paying them to reduce their emissions, but instead be paying them for reductions that they have already undergone (so-called "paper tons")? What makes you think a country that can't even run a functioning legal system or maintain a decent economy is a reliable partner in such a deal? What's to stop them from just taking the money and doing nothing? Domestic permit trading How exactly is this permit trading system (2008-2012) supposed to work? The idea is to drive up the price of energy, right? Isn't it a disguised tax? A mandate or "taking", then? How would you rate the relative importance of the permit trading scheme and CC Technology Initiative in accomplishing the emission reductions called for under the treaty? 1 "However, the proposed schemes for both international permit trading and joint implementation require enforcement and monitoring mechanisms that may be difficult to establish in the near term." " your economic advisers are concerned that substantial barriers would arise in implementing any workable analogue of such an idealized system--at least in the near term. Consequently, they would stress that Annex I international permit trading and joint implementation between the U.S. and nonAnnex I countries can realistically serve only a limited role in reducing the costs associated with meeting a "1990 by 2010" target. " the actual benefits of such a system are apt to fall short of this utopian portrayal." 9/20/97. Oil price shock The only historic experience with restraining emissions (let alone reducing them) was the 1970s, correct? How did the reduction in emissions then compare with that required under the Treaty?² Didn't this take a much bigger increase in oil prices than you are predicting now? Didn't it cause the largest two post-war recessions, with huge increases in unemployment? Why should things be different this time? What about the study from EPI that predicts large job losses? 2 "If attained through domestic emissions reductions alone this target entails a reduction in CO₂ emissions of about 28% relative to projected 2010 emissions in the absence of policy intervention--a change in energy use in excess of that achieved during the decade of the oil shocks." "Economic analysis suggests that reaching 1990 emissions by 2010 would result in a stagflationary macroeconomic shock on the economy approximately equal in magnitude to the effects of the combined oil shocks of the 1970's. Both unemployment and inflation would undoubtedly rise for a time" Hohenstein.William @ epamail.epa.gov 02/24/98 01:04:09 PM Record Type: Record To: Adele C. Morris/CEA/EOP, Randall W. Lutter/CEA/EOP, Joseph E. Aldy/CEA/EOP CC: Subject: Agriculture and the Kyoto Agreement Last fall, we conducted an analysis of the impacts of potential climate change polices on the Agriculture Sector using Bruce McCarl's Agriculture sector Model (ASM). We examined the costs to the agriculture sector of $25, $50, and $100/ton taxes (permit prices). We also examined the potential of recycling revenue generated by carbon policies back to the farm sector through a CRP-type program. The report has undergone EPA review, but has not yet undergone external peer review. Bruce plans to publish a paper from it later this spring. The key findings are as follows: An Impact Assessment of Climate Change Policies and Carbon Permit Prices on the U.S. Agriculture Sector Executive Summary The U.S. government is considering various climate change policies that may result in economy-wide impacts. One policy option to reduce greenhouse emissions in the U.S. is to establish a carbon cap and trade system, under which carbon permit prices would emerge and eventually be internalized into the farm and non-farm sectors through higher energy prices. This study explores potential impacts on the U.S. agriculture sector from the imposition of various carbon permit prices. Specifically, it examines economic welfare, commodity price, and environmental impacts associated with introducing three levels of carbon permit prices ($25, $50, or $100 per ton carbon) in 2000, 2005, 2010, 2015, or 2020. A national agriculture model (ASMSOIL) is used to assess these impacts. The findings of this study suggest relatively small agriculture sector losses result in any of the years from the introduction of carbon permits, while positive local environmental benefits occur in terms of lower soil erosion and water use. The major observations are that when carbon permit prices are internalized through higher energy and chemical prices: (1) the U.S. agriculture sector is not very sensitive to these prices because the resulting higher energy prices make up a relatively low part of the total cost of production for the farming sector; (2) soil erosion and irrigation water use declines but cropland and chemical (pesticide and fertilizer) usage expands slightly initially; (3) Achieving U.S. soil erosion goals becomes cheaper but the implementation cost of expanding or maintaining the U.S. CRP acreage; (4) carbon price revenues are large and more than offset any higher CRP costs; and, (5)the farm sector results are largely stable over the 2000-2020 time period and do not imply that, within agriculture, any one time period of implementation is better than any other for introducing a carbon trading system. Also, the farm welfare losses may be offset by environmental gains in terms of erosion control and greenhouse gas reduction. Given the consistency of these results across time and farm impact measurement, this study suggests that the minimal farm welfare losses may be compensated by the environmental gains in terms of land management, factor use, erosion control, and greenhouse gas reduction. The entire report will be sent as soon as it arrives. In addition, here are a few (very general) talking points that could be used to respond to the Farm Bureau analysis. Themes for Climate Change Outreach to the Agriculture Community There is scientific consensus that global warming is occurring and that it is driven by human activities Agricultural communities are vulnerable. Threats to US agriculture include increased climate variability and extreme weather events. While some analysis indicates that parts of the US agriculture economy could benefit from slight climate change , if climate change is not averted, higher GHG concentrations will have major negative effects. Natural ecosystems, including those that are of great interest to farmers, will not be able to adapt to the rate and increased variability of climate change. Major opportunities exist in the agriculture sector to reduce greenhouse gas emissions and sequester carbon cost-effectively. The costs of the Kyoto agreement are small. Energy price increases have been greatly exaggerated. Shifting to conservation tillage will require less fuel. HARVEY.REID @ EPAMAIL.EPA.GOV 02/02/98 10:02:00 AM Record Type: Record To: Joseph E. Aldy CC: Subject: non-CO2 cost curve -Reply Joe: I can respond to your questions on methane and the high-gwps, but Bill will have to respond on the sinks and n oxide data. Our original estimates went up to $100/ton and the only data point you are missing is our $100/ton estimate. methane, it doesn't add much to go from $70 to $100 (about 1.3 mmtce for methane). There are no reductio $50/ton for the high-gwps. These estimates were largely developed in 1996 using prior year data so you could assume they are in 1996 dollars (I've checking on this but I would use this for now). As for documentation, these were derived from bottom-up cost curves for specific sources of these gases. We developed the methane cost estimates as part of a forthcoming report we are developing on opportunities and of methane reductions in the U.S. (we are doing a companion report on international methane emissions and re opportunities). For example, for methane, the reductions at various costs are the sum of 4 categories of sourc coal mines; landfills; livestock manure; and natural gas production, transmission, and distribution systems. We excluded some source categories that we didn't consider good candidates for an emissions trading system (e.g. ruminant emissions) or where we believe the potential reductions are small (e.g., wastewater, rice, biomass bur Similarly, for the high-gwp gases, we developed detailed bottoms-up cost estimates for industrial and process sources of HFCs, PFCs, and SF6. The industrial sources include a range of industries, such as magnesium production, HCFC-22 production, aluminum smelting, and semiconductor manufacturing. The process sources range of end-uses for HFCs and PFCs, such as refrigeration, air conditioning, cleaning agents, sterilants, and fo The estimates were derived by technical staff familiar with the chemical substitutes for CFCs and the degree of market penetration and costs for various substitution technologies. Hope this helps. We'd be interested in seeing your new draft and results when you are ready. Call me at 564- you have questions. Reid historical analysis Sectoral analysis during Kyoto how do you assess 6 gases? Michele Jolin 02/23/98 10:20:21 AM Record Type: Record To: See the distribution list at the bottom of this message cc: Subject: Yellen's mock hearing on Tuesday Todd has asked me to assign participants at Tuesday's mock hearing the following areas for questions: Orszag: international competitiveness; cost estimates; impact on specific industries (e.g. jobs); climate change policy package (tax cuts, R&D); voluntary industry initiatives Gruber: cost estimates; international trading; capital flows abroad; technology optimisim; sinks; permit trading Frankel: international trading; transfers to Russia; paper tons; distribution of costs; permit trading; oil shocks Lutter: Ancillary and climate benefits; electricity restructuring; developing country participation; CAFE standards Aldy: cost estimates; comparisons with other models Other folks will be at the mock hearing (Sandalow, Greenfield), but you all will be the main questioners. Thanks Michele Message Sent To: Jeffrey A. Frankel/CEA/EOP Randall W. Lutter/CEA/EOP Joseph E. Aldy/CEA/EOP Peter R. Orszag/OPD/EOP Jonathan.gruber @ ms01.do.treas. sprint.com @ inet 02/24/98 13:12 1 202 260 6405 EPA CLIMATE CHG 4 001/002 OPTIONAL FORM 99 (7-90) FAX TRANSMITTAL # of pages 2 To Joe Agency alay From Bill Dept Phone # William Hohenstein Fax # 395-6870 Fax # NSN 7540-01-317-7368 5099-101 GENERAL SERVICES ADMINISTRATION 02/24/98 01:04 PM To: [email protected], [email protected]. [email protected] CC: Subject: Agriculture and the Kyoto Agreement Last fall, we conducted an analysis of the impacts of potential climate change polices on the Agriculture Sector using Bruce McCarl's Agriculture sector Model (ASM). We examined the costs to the agriculture sector of $25, $50, and $100/ton taxes (permit prices). We also examined the potential of recycling revenue generated by carbon policies back to the farm sector through a CRP-type program. The report has undergone EPA review, but has not yet undergone external peer review. Bruce plans to publish a paper from it later this spring. The key findings are as follows: An Impact Assessment of Climate Change Policies and Carbon Permit Prices on the U.S. Agriculture Sector Executive Summary The U.S. government is considering various climate change policies that may result in economy-wide impacts. One policy option to reduce greenhouse emissions in the U.S. is to establish a carbon cap and trade system, under which carbon permit prices would emerge and eventually be internalized into the farm and non-farm sectors through higher energy prices. This study explores potential impacts on the U.S. agriculture sector from the imposition of various carbon permit prices. Specifically, it examines economic welfare, commodity price, and environmental impacts associated with introducing three levels of carbon permit prices ($25, $50, or $100 per ton carbon) in 2000, 2005, 2010, 2015, or 2020. A national agriculture model (ASMSOIL) is used to assess these impacts. The findings of this study suggest relatively small agriculture sector losses result in any of the years from the introduction of carbon permits, while positive local environmental benefits occur in terms of lower soil erosion and water use. The major observations are that when carbon permit prices are internalized through higher energy and chemical prices: (1) the U.S. agriculture sector is not very sensitive to these prices because the resulting higher energy prices make up a relatively low part of the total cost of production for the farming sector; (2) soil erosion and irrigation water use declines but cropland and chemical (pesticide and fertilizer) usage expands slightly initially; (3) Achieving U.S. soil erosion goals becomes cheaper but the implementation cost of expanding or maintaining the U.S. CRP acreage; (4) carbon price revenues are large and more than offset any higher CRP costs; and, (5)the farm sector results are largely stable over the 2000-2020 time period and do not imply that, within agriculture, any one time period of implementation is better than any other for introducing a carbon trading system. Also, the farm welfare losses may be offset by environmental gains in terms of erosion control and greenhouse gas reduction. Given the 02/24/98 13:13 1 202 260 6405 EPA CLIMATE CHG 1 002/002 consistency of these results across time and farm impact measurement, this study suggests that the minimal farm welfare losses may be compensated by the environmental gains in terms of land management, factor use, erosion control, and greenhouse gas reduction. The entire report will be sent as soon as it arrives. In addition, here are a few (very general) talking points that could be used to respond to the Farm Bureau analysis. Themes for Climate Change Outreach to the Agriculture Community There is scientific consensus that global warming is occurring and that it is driven by human activities Agricultural communities are vulnerable. Threats to US agriculture include increased climate variability and extreme weather events. While. some analysis indicates that parts of the US agriculture economy could benefit from slight/climate change, if climate change is not averted, higher GHG concentrations will have major negative effects. Natural ecosystems, including those that are of great interest to farmers, will not be able to adapt to the rate and increased variability of climate:change. Major opportunities exist in the agriculture sector to reduce greenhouse gas emissions and sequester carbon cost-effectively. The costs of the Kyoto agreement are small. Energy price increases have been greatly exaggerated. Shifting to conservation tillage will require less fuel. EXECUTIVE OFFICE OF THE PRESIDENT COUNCIL OF ECONOMIC ADVISERS WASHINGTON, D.C. 20500 THE CHAIRMAN October 3, 1997 MEMORANDUM FOR THE PRESIDENT FROM: JANET YELLEN Jy LAWRENCE SUMMERS SUBJECT: Targets and Timetables for Reducing Greenhouse Gas Emissions Executive Summary This memo provides a preliminary evaluation of the likely economic consequences for the United States of a program to attain 1990 CO₂ emissions levels by 2010. It concludes that the attainment of such a goal would necessitate at least a doubling in energy prices and impose substantial economic costs. In contrast, a more gradual emissions reduction path that eliminates emissions growth by 2010-2020 and reduces emissions to 1990 levels thereafter captures nearly identical environmental benefits as the more aggressive approach while entailing costs between one tenth and one third as large. If attained through domestic emissions reductions alone the "1990 by 2010" target requires a reduction in CO₂ emissions of roughly 30% relative to projected 2010 emissions assuming "business as usual". The reduction in energy use needed to meet this goal would be comparable to that achieved during the decade of the OPEC price hikes, so that energy price increases of similar magnitude are likely. Economic analysis and historical precedent suggest that energy price increases of this size would have stagflationary consequences. As in the decade of the oil shocks, both unemployment and inflation would undoubtedly rise, at least for a time. An "idealized" system of international permit trading among Annex I countries could hypothetically halve the change in carbon emissions prices needed to attain a 1990 by 2010 goal. This would mean paying Russia and other Eastern European countries to reduce emissions in place of the United States. However, such an arrangement could prove infeasible for a number of reasons, including difficulties in establishing adequate enforcement and monitoring mechanisms in the near term. Joint implementation with non-Annex I countries is likely to marginally reduce the impact on energy prices in the United States. The TeTo argues that a more gradual timetable for emissions reduction can deliver virtually identical environmental benefits at a fraction of the cost. The aggressive "1990 by 2010" path is extremely inefficient because it requires premature scrappage of capital and foregoes the considerable advantages of waiting for the development of carbon-lean technologies 2 before replacing existing plant and equipment. In contrast, a timetable that eliminates emissions growth in the second decade of the program (2010-2020) and reduces emissions to 1990 levels and below in subsequent decades is consistent with a long-term goal of stabilizing atmospheric CO₂ concentrations. The total cost of this "back-loaded" approach is likely one third to one tenth that of the "front-loaded" 1990 by 2010 program. Implementation of the gradual timetable requires an early, modest increase in the price of carbon emissions, along with a credible commitment to further emissions price increases over time. In comparison with a more gradual emissions reduction timetable, the environmental benefits of an aggressive abatement target are minimal. For example, the expected difference in global average temperature in 2100 along a fast-takeoff abatement path that attains 1990 emissions by 2010 and a slow-takeoff abatement path that peaks in 2015 and attains 1990 emissions by 2040 is less than 0.05 degrees Celsius. Between now and 2100, global average temperature is expected to rise about 2½ degrees Celsius irrespective of the path chosen for Annex I stabilization, assuming developing countries continue with business as usual. The body of this memorandum lays out the rationale for these conclusions. 3 I. Introduction The Framework Convention on Climate Change signed at the 1992 earth summit in Rio de Janeiro called for carbon dioxide emissions in 2000 at 1990 levels. Most countries, including the United States, are unlikely to achieve these emissions reductions. But the Rio approach remains historically important, and most quantitative proposals that have been advanced in the run up to Kyoto can be understood as variants of the Rio target and timetable. In particular, a proposal to "stabilize CO₂ emissions at 1990 levels by 2010" (and variants thereof, including a more stringent proposal by several EU countries to stabilize at 10% below 1990 levels by 2010) has received considerable attention. This memo assesses the consequences for the U.S. economy of a program to attain 1990 CO₂ emissions levels by 2010. It compares the costs and cost effectiveness of this baseline proposal with those of alternative targets and timetables that entail a less rapid initial reduction in CO₂ emissions levels. The conclusions described here rely on the substantial body of economic analysis that has been conducted by researchers worldwide, including the Intergovernmental Panel on Climate Change (IPCC), and Administration economists. II. 1990 by 2010: The Scope of the Task To appreciate the ambitiousness of a program to curb U.S. emissions levels to 1990 by 2010 it is necessary to recognize that, by 2010, emissions are likely to exceed their 1990 levels by about 31 percent.¹ As of 1996, energy related carbon emissions were already 9 percent above 1990 levels. Growth in the economy through the end of the next decade would further raise energy use and carbon emissions. Even under an optimistic assumption concerning the pace of improvement of energy efficiency (0.9 percent per year), there would be further increases in carbon emissions of about 22 percent over current levels by 2010 if we continue with business as usual. A substantial increase in the price of carbon emissions will be needed to induce such a large emissions decline. An increase in the price of carbon emissions--whether achieved through a system of tradeable emissions permits or a carbon tax-creates incentives to reduce emissions in two separate ways: by reducing overall energy use; and by inducing switches among fuels, away from high-carbon fuels like coal and toward low- and no-carbon fuels, such as natural gas and renewable energy. Reasonable estimates suggest that interfuel substitution in response to higher carbon emissions prices could accomplish between 25 and 45 percent of the overall task, with the remainder occurring through reduced energy use. The implication is that overall energy use must 1 This assumes a 2.4 percent annual GDP growth rate. Even with a more moderate assumption of 2.2 percent annual GDP growth, carbon emissions in 2010 would exceed their 1990 level by about 28 percent. 4 decline by about 15% to 18% relative to "business as usual" levels to attain the 1990 by 2010 emissions target. Energy use does respond to changes in the price of energy; but history suggests that the responsiveness is low over periods as short as a decade. In particular, the experience of the United States during the 1970s and 1980s suggests that energy prices would need to at least double--as they did during the OPEC oil shock period--to attain a 1990 by 2010 target. Comparison with the Oil Shocks. Figure 1 shows aggregate energy use in the United States and the relative price of energy over the period 1960 to 1990. During the oil-shock period --1973 to 1984--energy use remained virtually constant in absolute terms while GDP grew about 2.5% per annum in real terms. The relative price of energy rose about 130 percent during these years. Again assuming a 0.9 percent pace of improvement in energy efficiency with constant energy prices, the 130 percent energy price hike served to reduce energy use about 16 percent relative to the "business as usual" baseline. This experience suggests that an increase in relative energy prices roughly comparable to the 130% OPEC-induced rise will be needed to lower energy use by the 15 to 18 percent required to reach the 1990 by 2010 target. A 130% increase in energy prices translates into a carbon tax of roughly $170 per ton. Model results. Numerous economic/energy models have been used to estimate the impact of a 1990 by 2010 program on energy prices. These models arrive at the same conclusion as was generated above using no model whatsoever: a program to achieve 1990 emissions by 2010 would likely entail at least a doubling of energy prices. A broad range of models place the carbon permit price required to achieve 1990 emissions by 2010 in the range of $80 to $250 per ton. If fully passed through to energy prices, a permit price of $100 per ton, for example, entails a 76 percent increase in energy prices. The impact on the prices of different sources of energy are all large, but the effect on coal is particularly severe. The price of coal would more than triple, while the price of a barrel of petroleum would increase by about fifty percent. Gas at the pump would increase in price by about 26 cents. Relative to the BTU tax proposed by the Administration in 1993 a $100 implicit carbon tax is about 5 times as large. Thus, attaining a goal of 1990 by 2010 would have very large effects on our economy. Evidence from International Comparisons. A final piece of evidence confirming the conclusion that a strong price signal over a long period of time is necessary to alter energy use comes from comparisons of energy usage between the United States and Europe. It should hardly be surprising that energy use per dollar of GDP is lower in Europe than the United States. Energy prices in Europe have long been substantially higher--roughly double U.S. energy prices. Moreover, major differences in living patterns between the United States and Europe result in higher European energy efficiency. In addition to the geographical "advantage", from an energy efficiency standpoint, of Europe's higher population density, resulting in lower transportation requirements, Europe has locked in place many long-run adaptations to high energy prices. Innovations in the design of housing and transportation systems and the configuration of residential areas have occurred in response to high energy prices. But in spite of its natural advantages and its long history of high energy prices, energy per dollar of GDP is only 44% lower in Europe than in the United States. This means that even if the United States were to 5 become Europe--energywise per dollar of GDP--its energy savings, even in the long run, would be no greater than 44 percent. This U.S.-Europe comparison supports the conclusions drawn from the natural experiment of the oil shock: namely, a return to 1990 emissions will not occur without very major price measures over a long period of time. The Role of Technology and the Scope for "No Regrets" Policies. According to the preceding assessment, a large price inducement is necessary to meet a 1990 by 2010 target. Your economic advisers agree on this conclusion. However several of your advisers are more optimistic about the chances of achieving a 1990 by 2010 target. They emphasize the current availability of "no regrets" (cost-saving) technologies that promise substantial opportunities for abatement. A recent report by the Department of Energy research laboratories, for example, catalogues emissions-saving technologies that, by their calculations, are currently "cost effective." If put in place now, such practices could allegedly reduce emissions by between 30 to 50 percent of the amount needed to reach a 1990 by 2010 target. Even so, the report finds that "aggressive" and "invigorated" government policies--including potentially costly and intrusive regulations and standards--as well as a $50 carbon tax would be necessary to reach the 1990 by 2010 target. Your economic advisers agree that there now exist unused technological opportunities for emissions reduction, but we question by what means, over what time frame, and at what expense government policies could change private behavior if such opportunities are currently underutilized. Engineering studies generally ignore the sometimes subtle disadvantages of available cost-saving technologies or overestimate their hypothetical returns. An example is illustrative: significant energy and cost savings could result if consumers replace incandescent bulbs with compact fluorescents. Over the long lifetime of such bulbs there would also be a substantial monetary gain. However, actual adoption of these light bulbs has been slow to date, possibly due to pure inertia, possibly because consumers dislike their color, or perhaps because they apply a high "discount rate" when valuing energy savings that accrue after the purchaser may have switched residence. Several recent studies have demonstrated that the actual returns to home improvement investments, such as attic insulation, often fall short of those predicted by engineering studies. Regardless of the reasons, if consumers have not adopted "no regrets" measures at a faster rate, it is likely that additional incentives will be necessary for them to change their minds. Rather than stressing the mere availability of alternative technologies, your economic advisers insist on realistic estimates of likely rates of adoption and diffusion and they stress the need for economic incentives--in the form of a higher implicit price for carbon emissions--to induce the adoption of emissions-saving technology. They point out too that the baseline energy demand estimates used to predict the price increase needed to attain a 1990 by 2010 target already assume substantial ongoing improvements in energy efficiency due to the diffusion of existing technologies and the development of new ones. Significant adoption of such technologies is necessary merely to meet this assumed baseline. Finally, it is important to note that the DOE labs study includes as part of its policy package to reach 1990 emissions by 2010 extensive 6 regulations, including stringent CAFE and appliance standards and national building codes-- command and control policies that your economic advisers would oppose--along with a $50 carbon tax. To summarize, your economic advisers consider it unrealistic to predict a substantial increase in the pace of adoption of new emissions-saving technologies in the absence of a large increase in the price of carbon emissions--and hence of energy. Based in part on the evidence from the energy shocks of the 1970s, in part on international comparisons, and in part on model results, they are optimistic that such an increase in prices would bring forth a reduction in CO₂ emissions--with larger responses to a given price change likelier the longer the time period for response. The evidence is strong that a very large price increase will be necessary to attain emissions reductions of 20 to 30 percent over a period as short as a decade. Moreover, other approaches that apparently do not involve large price increases (such as performance standards) will impose even higher costs on the American economy. III. Why are the costs of early emissions reductions so high? The previous section argued that a "1990 by 2010" target would entail high carbon emissions prices and significant economic costs. This section shows that the 1990 by 2010 timepath for emissions reductions is so aggressive as to be inefficient--in the sense of raising substantially the total projected economic cost of reaching a given environmental goal. There are three major reasons why an aggressive takeoff in curtailing emissions raises overall costs: (1) it induces premature obsolescence of the capital stock because it does not allow adequate time for the capital stock to turn over naturally; (2) it provides insufficient lead time to develop and implement new technologies; (3) it causes a significant stagflationary short-term macroeconomic shock. Additionally, an aggressive timetable for emissions reductions does not allow time for the resolution of uncertainty and it does not take advantage of the time-value of money (resources not spent on emissions reductions early on can be invested at a positive return which could purchase more emissions reductions later). The Role of Turnover of the Capital Stock. The most clear-cut and easily quantifiable reason for the high price tag associated with rapid emissions reductions relates to the need for premature replacement of plant and equipment in response to large increases in the price of carbon emissions. It is expensive enough to replace plants that are fully depreciated, but vastly more so if those plants are still in the prime of their productive lives. Within 20 to 40 years, much of our existing plant and equipment will be ready for replacement anyway; therefore building in greater carbon efficiency at that time will be relatively cheap. It is important to emphasize that the case we are making here is not based on procrastinating for the sake of avoiding the problem; rather, it is based on simple principles of hard-headed business efficiency. The advantage of a more gradual emissions reduction timetable in avoiding the large 7 costs associated with premature obsolescence of the capital stock can be illustrated by considering electrical power generation. The case of electricity generation is important in its own right since this industry is responsible for 88% of coal use and more than one third of all carbon dioxide emissions in the United States. But the principle concerning the costs of premature replacement applies broadly because reduced greenhouse gas emissions may entail the accelerated retrofitting of housing and commercial structures, the premature scrappage of vehicles and appliances, and the premature replacement of plant and equipment in energy intensive industries. Figure 2 illustrates the effect of an accelerated retirement schedule for today's U.S. electric power generation capacity installed during the last 40 years. Imagine, to take an extreme case, that a timetable is adopted that necessitates replacing all power plants with less-polluting technology within ten years. This would require retiring 630 out of 670 gigawatts of generating capacity before the end of its normal life span, or 94 percent of the total. If the timetable were extended so that all power plants instead had to be replaced within 20 years, the accelerated replacement of capacity would affect 450 gigawatts of capacity, or 67 percent of the total. Allowing this additional 10 years for turnover avoids the premature retirement of 27 percent of existing electric power plant capacity. With a 30 year horizon, complete turnover would mean accelerated retirement of only 21 percent of the total capacity and, with a 40 year timetable, there would be almost no additional costs due to premature obsolescence. 3 The Advantage of Waiting for Superior Technologies. The example of electric power generation also illustrates a second important reason why a gradual takeoff in curbing greenhouse gas emissions is ultimately less costly: new technologies take a long time to develop. Waiting until these new technologies are available before making expensive emissions-saving investments offers the potential of both lower economic costs and higher environmental payoffs. Under a tight target and timetable with its associated high carbon emissions price, electric utilities will be forced to replace existing capacity in the very near future and to rely on currently available lean-carbon technologies, likely gas-turbine plants. If some delay can be factored in, however, they will be able to install more effective and less costly alternative technologies. A rapid timetable forces long-term investments to be made before superior technologies have been ²The distribution has been truncated at 40 years, the average lifespan of existing electric power plants. A few plants of yet older vintage are still in use. ³The same exercise can be performed for coal-fired power plants. These generators produce the most carbon per kilowatt hour of electricity and thus will have a high incidence of replacement even under a moderate abatement plan. If a complete change-over of coal plants were to be accomplished in 10 years, 96 percent of total capacity would be retired early. If retirement occurred over 20 years, only 64 percent would be retired early. Allowing an additional 10 years for turnover would avoid premature retirement of one-third of existing coal- fired plant capacity. 8 developed and refined. Implication: The Need for a Credible, Long-Term Price Increase. The example of electricity generation illustrates two general principles. First, the responsiveness of both demand and supply are greater in the long run than in the short run. This means that, with a longer horizon, any given amount of abatement can be accomplished with a smaller increase in carbon emissions prices. Second, and perhaps even more important for policy, any credible emissions reduction strategy must include both a price increase at the outset and also a clear commitment to maintain and likely increase prices further over time. Without such a commitment, the changes in behavior required to meet even a long-run target of emissions reduction will likely not occur. Consider a utility that today is drawing up its plans for a new power plant. That utility will choose among today's technologies, which vary in their costs and CO₂ emissions. In order to induce the utility to choose a more costly, lean-emissions technology today, it must be clear that CO₂ emissions will be costly enough over the 40 years or more lifetime of the plant to justify a more expensive investment option today. A large cumulative reduction in emissions can be achieved over the long term with only a modest carbon emissions price increase now, but only if the commitment to still higher prices in the future is credible and clear. Stagflationary Macroeconomic Impact. From a macroeconomic perspective, increases in energy prices constitute an adverse "supply shock." Such developments are stagflationary-- even if anticipated--because they raise both inflation and unemployment simultaneously, creating a painful macroeconomic dilemma. As noted above, a plan to attain 1990 emissions levels by 2010 would require a change in energy prices over the first decade of the 21st century at least comparable in magnitude to the two oil shocks of the 1970s. Those shocks are widely acknowledged to have raised both unemployment and inflation. Similarly, the energy price increases required by a 1990 by 2010 program would raise inflation, lower real wages, and raise unemployment. Unemployment in the four years after the first oil shock averaged 7.2 percent in comparison to 5.0 percent in the four years prior; and unemployment rose further, to an average of 8.6 percent, in the four-year aftermath of the second oil shock.4 Although the increases in energy prices associated with a treaty to reduce greenhouse gases would be anticipated, rather than a surprise, we should nevertheless expect that the efforts of the Federal Reserve to contain inflation, coupled with likely efforts on the part of workers to recoup real wage losses will lead to a period of higher unemployment. Furthermore, it is important to note that most model-based estimates of the costs of a program to attain 1990 emissions levels by 2010 assume that resources are fully employed, thereby ignoring these potential short-term effects. Such models therefore provide no assessment of the consequent increases in unemployment. 4 There is debate about how much of this was due directly to the oil shocks, because there was a simultaneous decline in productivity growth and transfers of real income to OPEC producers. 9 IV. Quantifying the Economic Costs of Gradual versus Fast Take-off The relative costs of gradual versus fast takeoff timetables in curbing CO₂ emissions has recently been analyzed by the Stanford Energy Modeling Forum (EMF-14).⁵ The Stanford group used six large-scale economic/energy models to compare the total projected cost of two alternative emissions reduction time paths--one "frontloaded", the second more "backloaded". Importantly, both paths were designed eventually to stabilize atmospheric concentrations of CO2 at double the pre-industrial level--550 ppmv.⁶ Although a high degree of uncertainty is inherent in particular numerical estimates from individual models, the simulations nevertheless point to some robust qualitative conclusions. The major conclusion to be drawn from this project is that an emissions reductions path characterized by an aggressive initial phase is substantially more costly--3 to 10 times more costly--than a path with a slower takeoff but larger eventual reductions. To enable a comparison of the costs of gradual and rapid takeoff strategies, the EMF investigators asked each of six modeling groups to simulate the economic impacts of two alternative strategies to attain stabilization of CO₂ concentrations at 550 ppmv. The first strategy (the WG-1 path) corresponds to an emissions pathway published in 1994 by Working Group 1 (WG-1) of the Intergovernmental Panel on Climate Change (IPCC). The working group computed a set of global CO₂ emissions pathways consistent with stabilization of concentrations at 550 ppmv and several alternative concentration levels. The WG-1 path entails an immediate departure from the baseline or "business as usual" emissions path. Subsequently, Wigley, Richels and Edmonds (WRE) published an alternative set of emissions profiles to achieve the same concentration targets. In contrast to the WG-1 paths, the WRE emissions path was constructed to follow the baseline or "business as usual" scenario in the early years with sharper reductions after this initial phase. Wigley, Richels and Edmonds hypothesized that their more gradual takeoff emissions pathways would yield identical environmental objectives with substantially lower economic costs, for the reasons discussed above. The EMF-14 exercise validates this hypothesis. 5 To enable meaningful comparisons of results across models, the EMF has coordinated a series of projects in which a number of large scale energy models are used to estimate the impact of given, specified emissions reduction scenarios under common standardized, benchmark assumptions concerning population and economic activity, discount rates, energy resource availability and prices and technology availability. 6 All energy models make numerous simplifications and approximations in order to describe the energy sector globally and over the span of a century or more. In particular, all of the models assume full employment, thereby abstracting from the likely short-run macroeconomic costs of an emissions reduction program. 10 The EMF-14 comparison project assessed the total costs to the OECD, the EEFSU (Eastern Europe and the former Soviet Union) and the non-Annex I countries of the WG-1 and WRE pathways to stabilization of CO₂ concentrations at 550 ppmv. The appropriate economic measure of total cost is the present discounted value of losses in future consumption relative to a "business as usual" scenario. Estimates of regional costs depend on the extent of burden sharing--namely, the assumed "division of labor"--between Annex I and non-Annex I countries in controlling emissions as well as the extent of international emissions trading. Recall that, by the end of the next century--by 2100-- assuming "business as usual"--non-Annex I countries will have more than 90 percent of CO₂ emissions. Thus, developing country participation is absolutely essential to achieving stabilization of concentrations. Consistent with the Berlin Mandate, the simulations assumed that the burden of emissions reduction would fall on Annex I countries exclusively during the early decades; that by 2030, non-Annex I countries would begin to participate; and by 2050, a full transition to targets based on equal per capita emissions rights is assumed. Figure 3 plots the OECD emissions paths in the WG-1 and WRE scenarios. Under the WG-1 scenario, OECD emissions begin to decline immediately and continue to decline for roughly four decades. For example, OECD emissions fall 10 percent below initial levels ten years after implementation. This corresponds roughly to the requirement of a "1990 by 2010" timetable--that emissions decline about 15 percent from their projected 2000 level during the decade between 2000 and 2010. In contrast, OECD emissions along the WRE path continue to rise for roughly two decades--corresponding closely to a plan calling for emissions to peak around 2020--return to 1990 levels around 2040 and decline substantially further in subsequent decades. Table 1 illustrates a robust conclusion that emerges from this exercise: fast takeoff in emissions reductions greatly increases the costs. Table 1 shows the cost for both the aggressive (WG-1) and gradual (WRE) paths--both with and without idealized international trading of permits. In 10 out of 12 simulations--for six different models with and without permit trading-- the costs on the gradual WRE path is less than a third of the cost on the corresponding fast take- off path. Taking account of the likely adverse short-run macroeconomic consequences of an aggressive path would further strengthen this conclusion. Table 2 illustrates a second, robust conclusion from the EMF-14 exercise: a viable system of international permit trading would very much reduce OECD costs. With global permit trading, the sharp, early emissions reductions required of OECD countries under the aggressive (WG-1) approach would be avoided through the purchase of emissions permits from countries with lower abatement costs. The average reduction in cost is 56 percent.⁷ 7 The computations in Table 2 verify that the gradual (WRE) path, which permits emissions to depart relatively little from business as usual for several decades, is a substantially less costly than the alternative WG-1 path with its sharper immediate reductions. Since both 11 Finally, it is important to note that in most of the EMF models, policy actions to raise carbon emissions prices must be taken at the inception of the gradual (WRE) program and a commitment to increasing emissions prices over time is required to achieve additional emissions reductions. Naturally, the required initial carbon emissions price is substantially lower, at the outset, under the gradual (WRE) than under the aggressive (WG-1) path. Thus, although the gradual emissions path initially approximates the business as usual baseline, credible incentives must be put into place immediately, and strengthened over time, to achieve the needed investments in carbon-efficient technologies. V. The Environmental Consequences of Gradual versus Fast Takeoff. While the excess cost of a fast, compared to a gradual emissions reduction path is large, the difference in projected global temperatures over the next century between the fast and the gradual paths is quite small, both in absolute amount and relative to temperature changes expected even if an aggressive policy path is adopted. Under "business as usual" assumptions, average global temperatures are expected to rise about 1 degree Celsius by 2050 and about 2½ degrees Celsius by 2100. An aggressive Annex I emissions reduction path that stabilizes emissions at 1990 levels by 2010 and maintains emissions at the 1990 level thereafter would mitigate this temperature increase by roughly 0.1 degrees by 2050 and 0.2 degrees by 2100.⁸ In contrast, a more gradual Annex I emissions path that peaks around 2015, stabilizes emissions at 1990 levels by 2040, and holds emissions constant at 1990 levels thereafter yields virtually identical environmental benefits: the temperature difference between the aggressive and gradual paths diverges by no more than 0.05 degrees at any time over the next century. Similarly, the temperature differences along the aggressive WG-1 and less aggressive WRE paths--both designed ultimately to stabilize concentrations at 550 ppmv--differ by a maximum of 0.2 degrees over the next several centuries.⁹ paths are arbitrarily chosen to conform with the 550 ppmv concentration target, a natural question concerns the characteristics of an optimal or least-cost path for achieving this concentration target. An important recent study by Alan Manne and Richard Richels uses their MERGE model (included in the EMF-14 project) to compute the least-cost path with 550 ppmv stabilization and international permit trading. The optimal path, while not identical to the WRE path, is similar in character. This least-cost path peaks approximately three decades after the initiation of the program and declines thereafter. 8 Successful stabilization would require very large cuts from "business as usual" in China, India, and other non-Annex I countries. 9 If a model assumes that sulfur dioxide emissions decline with the decline in carbon dioxide emissions under climate policy (as predicted, given the extent of sulfur emissions associated with fossil fuel combustion, and incorporated in the IPCC's IS92 emissions 12 The limited climatological impact of even an extremely aggressive emissions reduction program measured in terms of temperature impacts during the next century reflects the extremely long lags involved in the underlying physical processes and the dependence of temperature on the total stock of carbon dioxide in the atmosphere, rather than the flow of emissions at a given time. Emissions reductions do matter to temperature, but only over an extremely long horizon. The cumulative nature of the process suggests that there is little effect on global temperature from a gradual rather than from a fast abatement takeoff. The addition to the total stock of carbon from a gradual rather than a fast start to abatement adds relatively little to the total atmospheric stock of CO₂ between now and 2100 for four separate reasons: the difference in carbon emissions between a gradual and a fast start over the initial decades of abatement is only a small fraction of total emissions in that period; the stock of CO₂ in the atmosphere is itself the result of many decades of emissions; some of the CO₂ emissions of the early decades will have been re-absorbed; and the most serious build-up in CO₂ under business as usual occurs late in the next century, as a consequence of burgeoning emissions from non-Annex I countries. Even the potential for a catastrophic environmental event, such as the melting of the West Antarctic ice sheet, a runaway greenhouse effect (e.g., from release of trapped methane with the melting of the permafrost), or a structural change in ocean currents such as the Gulf Stream, which the preceding abstracts from, does not fundamentally affect the basic trade-offs between the high costs of fast vs. gradual takeoff paths. These factors do, however, add--perhaps greatly-- to the urgency of adopting moderate long-term greenhouse gas concentration targets and a program involving an immediate, albeit moderate, increase in the price of CO₂ emissions. VI. International Trading of Permits As has already been noted, an effective system of international carbon emissions permit trading among Annex I countries could substantially diminish the cost of a CO₂ abatement program. An Annex I trading system could, potentially, reduce the size of the carbon emissions price to attain a 1990 by 2010 goal by up to 50%. Moreover, joint implementation projects with non-Annex I countries could, hypothetically, reduce this figure by half again. Although international trading and joint implementation--so-called "where flexibility"-- has enormous advantages in theory, your economic advisers are concerned that substantial barriers would stand in the way of implementing any workable analogue of such an idealized system--at least in the near term. Consequently, they stress that Annex I international permit trading and joint implementation between the U.S. and non-Annex I countries realistically can projections), the more aggressive WG-1 path will be warmer than the WRE path between 2000 and 2040. This result reflects the negative impact of sulfate aerosols on the greenhouse effect. Early and substantial cuts in fossil fuel combustion, while decreasing the carbon emissions that warm the atmosphere, also decrease the sulfate aerosols that cool the atmosphere. 13 serve only a limited role in reducing the costs associated with meeting a "1990 by 2010" target. A hypothetical example shows how an international trading system would work, and why it would reduce each participant country's abatement costs. Suppose, ideally, that every country adopts a domestic permit system to implement its Kyoto target. Absent international trading, the price of emissions permits would surely differ across countries, reflecting differing marginal costs of abatement internationally. With different permit prices in different national markets, profit-seeking traders would be motivated to buy permits in countries where they are cheap and resell them in countries where they are more expensive. Such arbitrage activities would create an international permit market, bringing permit prices into equality worldwide. This idealized system promotes global efficiency in achieving any worldwide abatement goal. Countries with permit prices below world levels have the incentive to reduce emissions more than they otherwise would in order to profit in the international permit market. Countries with high permit prices would have the incentive to purchase permits, thereby relaxing their Kyoto emissions constraints. The U.S. government could avoid any direct participation in such a system as long as it deems foreign-issued permits presented to the U.S. government by U.S. carbon-emitting entities as valid as those issued by the U.S. government itself. The preceding description of how an international permit trading system would work provides an idealized picture of its possibilities. But the actual benefits of such a system are apt to fall short of this utopian portrayal in part because countries are not obliged to fulfill their Kyoto commitments via a domestic permit trading scheme; indeed, few Annex I countries have indicated an intention to do so. For example, consider a government that has decided to limit domestic emissions through regulatory controls. International permit sales that result in tighter domestic constraints could well be politically unpopular so that a government would hesitate before selling its emissions rights to the United States. Similarly, international permit sales by a country that is meeting its Kyoto obligations through domestic carbon or energy taxes would necessitate a hike in those taxes. In either case, international trading would involve government to government negotiations, and difficult political decisions. In contrast, in the idealized system, trades result from profit-oriented transactions among individuals, mediated through the market. Monitoring and enforcement issues are also likely to be paramount in insuring the workability of international trading. If domestic enforcement is effective in all countries, so that, in the aggregate, consumers and firms in each country actually limit their emissions to the national permit levels, international permit sales by private agents in the country actually translate into lower domestic emissions. But consider the difficulties that can occur with imperfect enforcement. If the government of a country--country X--finds it difficult either to measure domestic emissions or to enforce the purchase of permits by domestic emitters, then reductions in X's emissions may be insufficient to reach the Kyoto target. Those firms or individuals in X that are lucky enough to have been assigned the rights to X's permits will be able to sell them, at a quick profit, on the international market. With imperfect enforcement, international sales, without corresponding domestic emissions reductions, could emanate from countries with the weakest systems of enforcement. To prevent such "paper trades", which profit 14 some participants and increase emissions, many countries, including the United States, will want controls to ensure the integrity of international permits. Buyers, too, will want clear concrete guarantees of the validity of permits so as to be sure they are not being passed counterfeit goods. These controls and guarantees will surely inhibit the efficiency of the market and render some-- possibly much--of the estimated savings illusory. In fact, most of the benefits projected from the international sale of permits come from inducing emissions reductions from countries in Eastern Europe and the former Soviet Union--countries with particularly weak tax collection and enforcement mechanisms. Without these countries in the scheme the gains from international trading of permits will be very small. Joint implementation with non-Annex I countries also has the potential to reduce the U.S. burden of attaining any given timetable. Under this type of approach, U.S. businesses could receive credit for the construction of nuclear, oil, or natural gas electricity generation plants in China if it were confidently expected that China would instead have constructed coal-fired plants with much higher CO₂ emissions. Certification of such credits might be overseen by an international agency to ensure that the projects were emissions-replacing. Such a project-by- project system is likely the most that is feasible in the absence of quantitative targets. Your economics advisers have concerns about even this level of endeavor due to the inherent difficulty in establishing that a particular set of projects has actually reduced a country's emissions, absent a reference path enabling a clear quantitative comparison. For example, the construction of a nuclear power plant in place of a coal-powered plant in China could indirectly raise CO₂ emissions elsewhere in the Chinese economy--partially offsetting the direct CO₂ reducing effect of the project--if the reduced demand for coal lowers its domestic price and encourages greater use elsewhere in the Chinese economy. A project-oriented approach to joint implementation will, in effect, constitute a limited form of international trading with high transaction costs. As a result, it will probably capture only a small fraction of the total benefits of full international trading. In contrast, model results concerning the benefits of joint implementation treat it as equivalent to idealized international trading. VII. Recycling of Revenues The ultimate economic cost of an emissions abatement program depends upon how the revenues realized from carbon taxes or auctioned permits are used. It has been estimated that the efficiency loss from collecting an extra dollar of tax revenue amounts to around 30 cents. If the revenues from a carbon tax or auctioned permits are used to reduce inefficient taxes inhibiting work or investment, the resulting gains would partially offset the micro-efficiency losses from energy curtailment. The simple lesson is that the costs of emissions abatement may be greatly reduced if the revenues from the taxes levied can be put to good use. So far we have approached the recycling of revenues from the standpoint of microeconomic efficiency. There is also the potential for using the revenues to abate the macroeconomic consequences of the emissions program. The oil shocks are believed by many 15 economists to have resulted in increased unemployment because workers resisted the fall in real wages that was associated with the inflationary impact of higher energy prices. Increased wage demands added inflationary pressures to the economy that could only be suppressed by tighter monetary policy. Thus it might be argued that the effects of the real wage shock on inflation and unemployment could be diminished by lowering payroll or other worker taxes to offset the real wage losses from higher energy prices. But England's experience points to the need for caution in assessing the potential for revenue recycling to allay the macroeconomic consequences of the rising energy costs. In 1979, immediately after her election, Margaret Thatcher increased the VAT tax and simultaneously decreased the income tax. These two policy changes had offsetting effects on real after tax incomes, and therefore might have been expected to have had no effect on wage bargaining. However, the increase in the VAT tax resulted in an immediately noticeable increase in the CPI. A wage-price spiral ensued as workers attempted to maintain their pre-tax real wages. VIII. Policy Implications The foregoing arguments point to the attractiveness, from both an economic and environmental standpoint, of a U.S. policy to raise the price of carbon emissions--either through a carbon tax or a system of auctioned permits--by a moderate amount--for example, between $5 and $15 per ton of carbon--in the near term, with further increases scheduled over the longer term. A realistic target and timetable corresponding to such a program would entail continued emissions growth in the first decade of the program, say 2000-2010; elimination of emissions growth in the second decade (2010-2020) and reductions in emissions thereafter. This program entails significant, early policy action and is consistent with a strong U.S. commitment to attaining the ultimate objective of the Framework Convention--namely to stabilize atmospheric concentrations of CO₂ and hence global temperatures. Figure 1: Energy Prices and Changes in Energy Use OPEC price hikes lowered energy use substantially 100 3 90 Trend energy use 2.5 (1959 to 1973) 80 Energy use 2 Quadrillion BTU 70 60 1.5 Normalized real energy price 50 Normalized 1 real energy price index 40 30 0.5 1959 1964 1969 1974 1979 1984 1989 1994 Figure 2: Accelerated Retirement of Electric Power Plant Capacity 700 600 500 400 Gigawatts 300 200 100 0 1 5 10 15 20 25 30 35 40 Bar height shows capacity to retire early if complete change-over occurs within number of years indicated on the axis. Normal life span of a generator is 40 years. Figure 3: WRE and WG-1 Emissions Pathways for OECD to Stabilize Concentrations at 550 ppmv billion tons of carbon 4.5 WRE 4 WG1 3.5 3 2.5 2 1.5 1 0.5 1990 2000 2010 2020 2030 2040 2050 2060 2070 2080 2090 2100 Source: Manne and Richels Table 1 The Effects of Emissions Pathway on Consumption Losses by OECD Countries, No International Permit Trading (trillions of 1990 U.S. dollars) Model WRE WG1 WRE/WG1 CETA 1.83 5.94 0.31 CPBRIVM 0.64 3.25 0.20 FUND 9.82 11.71 0.84 MERGE 0.85 6.12 0.14 MiniCAM 1.58 6.51 0.24 SGM 1.84 6.17 0.30 Average: 0.34 The Effects of Emissions Pathway on Consumption Losses by OECD Countries, International Permit Trading (trillions of 1990 U.S. dollars)ᵃ Model WRE WG1 WRE/WG1 CETA 1.86 4.03 0.46 CPBRIVM 0.17 0.99 0.17 FUND 1.47 4.97 0.30 MERGE 0.60 3.24 0.19 MiniCAM 0.54 3.44 0.16 SGM 0.13 1.48 0.088 Average: 0.23 Losses measure the present discounted value of foregone consumption through 2100 in trillions of 1990 U.S. dollars. Table 2 The Effects of International Permit Trading on Consumption Losses by OECD Countries, WRE Emissions Pathway to 550 ppmv Stabilization (trillions of 1990 U.S. dollars)ᵃ Model Trading No Trading Trading/No Trading CETA 1.86 1.83 1.02 CPBRIVM 0.17 0.64 0.27 FUND 1.47 9.82 0.15 MERGE 0.60 0.85 0.71 MiniCAM 0.54 1.58 0.34 SGM 0.13 1.84 0.07 Average: 0.43 The Effects of International Permit Trading on Consumption Losses by OECD Countries, WG1 Emissions Pathway to 550 ppmv Stabilization (trillions of 1990 U.S. dollars)ᵃ Model Trading No Trading Trading/No Trading CETA 4.03 5.94 0.68 CPBRIVM 0.99 3.25 0.30 FUND 4.97 11.71 042 MERGE 3.24 6.12 0.53 MiniCAM 3.44 6.51 0.53 SGM 1.48 6.17 0.24 Average: 0.45 aLosses measure the present discounted value of foregone consumption through 2100 in trillions of 1990 U.S. dollars. - coal 1 presentionalion of benefits Sheet1 Chart 1 180 160 140 120 Permit price (1992$/ton) 100 80 60 40 20 0 0 5 10 15 20 25 30 Coal Consumption (exajoules) Page 1 Murkowski Questions 11/17/97, Preliminary Draft Responses to Murkowski Questions 2. When will the Administration release to the public the economic analysis that it used in reaching these targets and timetables? The Administration relied on an array of economic tools and analyses during the process of selecting its target and timetable. Administration staff drew from the substantial economic literature on climate change, energy, and the environment in assessing options for our negotiating position. For example, the Administration considered analyses conducted by the Intergovernmental Panel on Climate Change, the previously released Interagency Analytical Team draft report, and the Department of Energy's Scenarios of U.S. Carbon Reductions. However, there is not a distinct "economic analysis" document. 3. Will the economic analysis used to arrive at these targets and timetables be peer reviewed? a. If not, why not? b. If so, will the peer reviewers comments be made public? There is not a distinct "economic analysis" document that could be peer reviewed. 9. The economic modeling effort that was abandoned by the Administration earlier this year assumed that the mere announcement of an agreement to reduce carbon dioxide would immediately result in a 25% increase in the rate of improvement in energy efficiency. a. Was this a valid and realistic assumption? b. Did the peer reviewers feel it was a realistic assumption? Several of the peer reviewers noted that the rate of energy efficiency improvement (the autonomous energy efficiency improvement, or AEEI) may be on the upper range of estimates of this variable. The Interagency Analytical Team employed this higher rate to represent the increase in technology research and development and diffusion that would occur as the economy operates under expectations of higher energy prices in the future. By the nature of several of the models used in the IAT process, the modelers had to incorporate these price expectations into the AEEI parameter. There is disagreement among informed modelers about how realistic is the AEEI used in the IAT. Murkowski Questions 11/17/97, Preliminary Draft 10. The Administration economic modeling effort also assumed a decrease in long term interest rates to almost 2%. a. Was this a valid and realistic assumption? b. Don't new taxes and higher costs tend to increase inflation and interest rates? The IAT report indicates that in the modeling exercises, the revenues from carbon permit auctions are used to reduce the deficit. As we heard many times over the past several years during the balanced budget debate, cutting the Federal deficit will lower interest rates. In the IAT's sensitivity analyses, the IAT found that recycling revenues by cutting corporate and payroll taxes would also lower interest rates. To the extent that revenue from carbon permits significantly reduce the deficit, this assumption is appropriate. All of these forms of revenue recycling stimulate saving and investment, and help raise the growth rate of the economy. 11. The Administration modeling effort did not consider the costs associated with the development, implementation, and monitoring of a trading program. a. Was this a valid and realistic omission? The purpose of the IAT was not to assess any specific policy position. Since the Administration had not yet developed a policy position internally, the IAT did not have a specific implementation policy to model. It would not be valid for the IAT to devise a specific, hypothetical trading program and model the costs of implementing it. 12. Did the Administration modeling effort take into account the adverse effects on U.S. competitiveness and the potential shifting of producers in the United States? As several of the reviewers noted, the models used in the IAT do not handle international trade well and the IAT did not specifically account for effects on U.S. competitiveness. However, the Administration did rely on several analyses of competitiveness in coming to its decision on a negotiating position. Responses to Senator Chafee's Questions 1. The President and his Administration are still going through a process of hearing the opinions of the many interested parties on this issue. This process will culminate with a White House Conference in October on the climate change issue. However, the framework for the Administration's policy has been largely settled. For example, we support the use of flexible approaches, such as joint implementation and international emissions trading. We support the requirement that non-Annex I countries, as they become wealthier, abide to binding emissions goals. For domestic implementation, we support the use of flexible, market based approaches. Although the President has spoken of the need for realistic achievable targets, the Administration is still deciding the details on targets and timetables and domestic implementation. 2. No one model, or even a small set of models, can give a definite estimate of the effects of a policy on the economy 20 or 30 years into the future. However, a vast array of economic tools exists to provide us with a basis for informed judgment about the likely effects of different climate policies. For example, we know that a market based approach to reducing carbon emissions will be less costly than a command and control approach. The Administration intends to bring to bear on the climate issue many analytic tools and perspectives. Some of these may have strengths on issues where the models used in the IAT analysis were weak. I am confident that the analytic tools and perspectives available to the Administration can provide us with sufficient information to generate ranges of economic effects so that the Administration can make informed policy decisions. 3. The Administration is considering an array of market based approaches to implement climate policy. 4. Tradeable emissions permits and energy taxes share several important characteristics. First, they both send a price signal to markets that would stimulate the development and adoption of energy efficient technologies. Second, they both provide flexibility to achieve emissions goals. In the case of tradeable permits, firms that find it very costly to reduce emissions may purchase permits from firms that find it less costly. In the case of taxes, firms would reduce their energy use until it became more costly than the tax. These both achieve emissions reductions at substantially lower costs than through command and control approaches. Tradeable emissions permits would provide greater certainty than energy taxes of attaining a specified emissions cap. By specifying a number of permits and allowing firms to trade these permits, the country can ensure that it is meeting an agreed upon carbon emissions goal. A tax, on the other hand, would provide greater certainty than a cap-and-trade approach of limiting costs, since the increase in unit costs would be determined by the tax. 5. For international emissions trading, all countries participating in the trading scheme will need to have their emissions capped. International emissions trading can significantly decrease the costs of meeting an emissions goal. It would provide greater opportunities to reduce emissions at low costs. If some of the emissions reductions necessary to achieve the U.S. goal can be undertaken in other countries at lower costs, then U.S. emissions control costs will fall. In both the IAT analysis and other modeling efforts, the costs of achieving a variety of emissions goals could decrease by more than half. For joint implementation, all countries may participate, regardless of when their emissions will be capped. Lower cost abatement opportunities abroad again suggest substantial savings to the U.S. could result if U.S. companies could receive credit for incremental abatement efforts in other counties. 6. Some innovation surely occurs in the absence of a price signal. Many studies suggest that energy use relative to GDP falls each year regardless of the price signal by 0.5 to 1.25 percent. To the extent that energy use is associated with climate change effects, and this causes damages not reflected in market prices, this innovation is unlikely to be sufficient. Additional incentives to innovation, such as price signals, or support for R&D may be needed. 7. As the question notes, some observers of the climate change issue have claimed that capping only developed countries' emissions will result in "leakage": the escape of jobs, capital, and polluting activity to developing countries. Any time countries negotiate international treaties that would apply different rules to different countries, there is a concern about some countries gaining a competitive advantage. However, the economic evidence does not support the argument that climate policy will adversely affect U.S. economic competitiveness. First, non-tradeable sectors account for a substantial share of carbon emissions. Transportation and residential and commercial buildings account for approximately two-thirds of U.S. carbon emissions. For these sectors, the "competitiveness" argument does not appear applicable. Second, energy costs comprise only a small percentage of total manufacturing costs. According to the 1995 Annual Census of Manufactures, energy costs for manufacturing industries averaged just 2.2% of total costs. Given the small share of energy in total costs, differential shifts in existing energy prices are unlikely to have substantial effects on location decisions and trade flows. Third, our experience in this country with environmental regulation has been that it does not cause significant leakage. Firms that decide to relocate to other countries do so because of international differences in labor costs, capital costs, material costs, and exchange rate changes that all swamp the costs of complying with environmental regulations. To address the possibility of leakage occurring, we should do climate policy smart. If we do it dumb, it will cost our economy a lot. By doing it smart, through flexible, market-based approaches, we will make the costs of complying with an emissions goal much lower. In addition to using market-based approaches domestically, joint implementation and international emissions trading would also lower the costs of climate policy. These lower costs associated with a smart climate policy would decrease the economic rationale for industries to move to developing countries. Responses to Senator Boxer's Questions 1. As stated in my answer to question 7 of Senator Chafee's questions, some observers of the climate change issue have claimed that capping only developed countries' emissions will result in "leakage": the escape of jobs, capital, and polluting activity to developing countries. Any time countries negotiate international treaties that would apply different rules to different countries, there is a concern about some countries gaining a competitive advantage. However, the economic evidence does not support the argument that climate policy will adversely affect U.S. economic competitiveness. First, non-tradeable sectors account for a substantial share of carbon emissions. Transportation and residential and commercial buildings account for approximately two-thirds of U.S. carbon emissions. For these sectors, the "competitiveness" argument does not appear applicable. Second, energy costs comprise only a small percentage of total manufacturing costs. According to the 1995 Annual Census of Manufacturers, energy costs for manufacturing industries averaged just 2.2% of total costs. Given the small share of energy in total costs, differential shifts in existing energy prices are unlikely to have substantial effects on location decisions and trade flows. Third, our experience in this country with environmental regulation has been that it does not cause significant leakage. Firms that decide to relocate to other countries do so because of international differences in labor costs, capital costs, material costs, and exchange rate changes that all swamp the costs of complying with environmental regulations. To address the possibility of leakage occurring, we should do climate policy smart. If we do it dumb, it will cost our economy a lot. By doing it smart, through flexible, market-based approaches, we will make the costs of complying with an emissions goal much lower. In addition to using market-based approaches domestically, joint implementation and international emissions trading would also lower the costs of climate policy. These lower costs associated with a smart climate policy would decrease the economic rationale for industries to move to developing countries. 2. The costs of reducing emissions in the U.S., and in Europe and Japan depend on how all of these countries implement their policies. If the U.S. employs a market based approach, the costs will not be that high relative to Europe and Japan. Regardless of the implementation approaches used in these countries, the costs of emissions reductions are not likely to affect U.S. competitiveness. As noted above, energy costs comprise a small share of total manufacturing costs (2.2%). Further, two-thirds of carbon emissions occur in non-tradeable sectors. The evidence on energy price differentials across countries suggests that they are not sufficient to spur firm relocation to other countries. 3. The IAT report did not focus on the benefits of reducing greenhouse gas emissions. Without a benefits assessment, the IAT could not provide estimates of the positive effects on human health and the environment. In addition, the IAT did not study the effects of the risks of climate change on economic activity. However, the report did assess the impacts of climate policy on the economy. The IAT analysis confirms other economic research (for example, the recent report by the World Resources Institute) that smart climate policy can actually lead to net benefits in the long term. For example, the IAT analysis found that auctioning off tradeable permits and using the proceeds of the auction to lower income and corporate taxes would help the economy grow faster in the future than without climate policy. 4. The longer we wait to take any action can adversely affect the economic and environmental outcomes of climate policy. However, we do know that more gradual efforts to reduce our carbon emissions can lower the economic costs relative to very aggressive reductions efforts while still achieving the same carbon dioxide concentration goal. For example, some international proposals to reduce carbon emissions would have Annex I countries cutting emissions to 20% below 1990 levels by 2005. Such a target would have very substantial economic costs because it does not provide enough time for the capital stock to turn over. It is very expensive to scrap the existing capital stock, while much of it is in the prime of its life, and replace it with carbon-free technology. Further, such a target would require the economy to employ existing low-carbon and carbon-free technologies while longer-term targets would provide more lead time to develop and implement superior technologies. Given that it is the stock of carbon dioxide, not the annual emissions of carbon dioxide, that drive global warming, there is an opportunity to be flexible in the timing of emissions reductions. Less aggressive paths that 1990 -20% emissions level by 2005 could achieve the same carbon dioxide concentration stabilization goal in the year 2100 by increasing carbon reductions in the future when they are less costly to the economy. 5. It is very difficult to assess the nature of the economy, and especially specific industries, 20 or 30 years into the future. If the country embarked on a policy of reducing carbon emissions, obviously the firms and industries that can creatively and cost-effectively reduce their emissions will benefit relative to their competitors. To reduce carbon emissions, it is reasonable to envision that the products and services of industries that develop energy efficient technologies and industries that develop low-carbon based energy (such as renewable energy sources including wind, solar, and biomass) would be in greater demand. Responses to Senator Lieberman's Questions 1. The Administration's analysis on the issue of climate policy has not occurred in a vacuum. In fact, climate change has been one of the more active areas of research in economics this decade. The economic literature on climate change, complemented by the IAT report, has already done quite a lot to inform the policy development process. Based on the economic research, we have identified some of the important characteristics of the climate policy we will develop: joint implementation, international emissions trading, developing country participation, emissions budgets, and market-based, flexible domestic implementation. My interpretation of the role of economics differs -- I believe economics has informed the process, and I am confident that it will continue to play an important role in our country's deliberations over a climate policy position. 2. As stated in my answer to question 2 of Senator Chafee's questions, no one model, or even a small set of models, can give a definite estimate of the effects of a policy on the economy 20 or 30 years into the future. However, a vast array of economic tools exists to provide us with a basis for informed judgment about the likely effects of different climate policies. For example, we know that a market based approach to reducing carbon emissions will be less costly than a command and control approach. The Administration intends to bring to bear on the climate issue many analytic tools and perspectives. Some of these may have strengths on issues where the models used in the IAT analysis were weak. I am confident that the analytic tools and perspectives available to the Administration can provide us with sufficient information to generate ranges of economic effects so that the Administration can make informed policy decisions. Schaefer Questions 12. The Administration frequently cites the 2000 economists who say they support controlling greenhouse gases. Their statement supports as the mechanism either carbon taxes or emission permits. In the past, the Administration has said it opposes the use of taxes. Is that still the Administration's position? The first stage of the President's climate change plan calls for tax cuts over the next 5 years to stimulate the development and adoption of energy efficient and carbon-lean technologies. These targeted tax cuts -- coupled with focussed R&D spending, credit for early action by industry, Federal leadership through improved procurement and energy use, and industry-by-industry consultations to encourage carbon reductions -- provide a solid foundation for the President's plan to reduce our nation's carbon emissions to 1990 levels by 2008-2012. In the next stage, around 2004, we will review our progress and evaluate our next steps as we move toward a market-based permit trading system for carbon dioxide. After the nation has reviewed its decade's worth of experience, a carbon dioxide permit system, consistent with the recommendation of the Economists' Statement on Climate Change, will be implemented. ID: OCT 08'97 13:35 No. 004 P.01 EXECUTIVE OFFICE OF THE PRESIDENT SEEND OFFICE OF MANAGEMENT AND BUDGET / STATES WASHINGTON, D.C. 20503 TRANSMISSION NUMBER: 202/395-5836 ENVIRONMENT BRANCH VERIFICATION NUMBER: 202/395-6827 ROOM 8026 NEW EXECUTIVE OFFICE BLDG. Name Fax # X56809 To: Joe Aldy From: Bob Tucrillo Message: Gs/As on climate change Number of Pages to Follow: 17 Date: 10/8/97 Time: 2:45pm ID: OCT 08'97 13:35 No. 004 P.02 Total Pages: LRM ID: EHF280 EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF MANAGEMENT AND BUDGET Washington, D.C. 20503-0001 Tuesday, October 7, 1997 LEGISLATIVE REFERRAL MEMORANDUM TO: Legislative Liaison Officer - See Distribution below FROM: Ronald K. Peterson (for) Assistant Director for Legislative Reference OMB CONTACT: Robert J. Tuccillo PHONE: (202)395-5609 FAX: (202)395-5836 SUBJECT: STATE Qs and As on Global Climate Change DEADLINE: 11:00 AM Wednesday, October 8, 1997 In accordance with OMB Circular A-19, OMB requests the views of your agency on the above subject before advising on its relationship to the program of the President. Please advise us If this Item will affect direct spending or receipts for purposes of the "Pay-As-You-Go" provisions of Title XIII of the Omnibus Budget Reconcillation Act of 1990. COMMENTS: State needs to provide these answers to the Senate Foreign Relations Committee prior to the Thursday 10/9/97 hearing. DISTRIBUTION LIST AGENCIES: 7-AGRICULTURE - Marvin Shapiro - (202) 720-1516 25-COMMERCE - Michael A. Levitt - (202) 482-3151 19-Council on Environmental Quality - Wesley Warren - (202) 456-5143 18-Council of Economic Advisers - Liaison Officer (202) 395-5084 29-DEFENSE - Semuel T. Brick Jr. (703) 697-1305 32-ENERGY - Bob Rabben - (202) 586-6718 33-Environmental Protection Agency Chris Hoff - (202) 260-5414 61-JUSTICE - Andrew Fois - (202) 514-2141 59-INTERIOR - Jane Lyder - (202) 208-4371 76-National Economic Council - Sonyla Matthews - (202) 456-6630 95-Office of Science and Technology Policy - Jeff Smith - (202) 456-6047 117 and 340-TRANSPORTATION - Tom Herlihy - (202) 366-4687 118-TREASURY Richard S. Carro - (202) 622-0650 128-US Trade Representative Fred Montgomery - (202) 395-3475 EOP: Kathleen A. McGinty David B Sandalow Bruce K. Sasser D. Forrister Gene B. Sperling Rodmy Bont ID: OCT 08'97 13:35 No.004 P.03 Todd Stern Joseph J. Minarik Michele Jolin ID: OCT 08'97 13:36 No. 004 P.04 LRM ID: EHF280 SUBJECT: STATE Qs and As on Global Climate Change RESPONSE TO LEGISLATIVE REFERRAL MEMORANDUM If your response to this request for views Is short (e.g., conour/no comment), we prefer that you respond by e-mail or by faxing us this response sheet. If the response is short and you prefer to call, please call the branch-wide line shown below (NOT the analyst's line) to leave a message with a legislative assistant. You may also respond by: (1) calling the analyst/attorney's direct line (you will be connected to voice mail if the analyst does not answer); or (2) sending us a memo or letter Please Include the LRM number shown above, and the subject shown below. TO: Robert J. Tuccillo Phone: 395-5609 Fax: 395-5836 Office of Management and Budget Branch-Wide Line (to reach legislative assistant): 395-4586 FROM: (Date) (Name) (Agency) (Telephone) The following is the reponse of our agency to your request for views on the above-captioned subject: Concur No Objection No Comment See proposed edits on pages Other: FAX RETURN of pages, attached to this reponse sheet ID: OCT 08'97 13:36 No. 004 P.05 SFRC . Hagel & Kerry Q's & A's 1 Questions for the Record Submitted by Chairman Hagel lo Under Secretary of State Timothy Wirth Senate Foreign Relations Committee Subcommittee on International Economic Policy, Export and Trade Promotion June 19, 1997 Senator Hagel 1. Q: What enabling legislation might be accessary to implement any agreement that would mandate legally-biuding emissions reductions on the United States? A: Any legally binding agreement would require Senate ratification of the protocol or other legal instrument itself. Any specific legislation to implement domestically the agreement would depend on the nature of the international agreement itself and the policies chosen to implement it domestically. At this time, we are still evaluating a wide range of options for domestic implementation and therefore cannot state with any specificity what implementing legislation might be required. 2 Q: I understand a Department of Energy official made a presentation at a May 6, 1997 meeting of the Society of Automotive Engineers. At the meeting, this official reportedly said that to return to 1990 greenhouse gas cmissions, this country would either have to increase average fuel efficiency to 70 mpg by 2005, or institute gasoline taxes 74 cents per gallon by 2005. Do you agree with the assessment of the Administration official? A: The Department official was providing a report based primarily on material developed for the Policy Dialogue Advisory Committee 10 Assist the Fresident in the Development of Measures to Significantly Reduce Greenhouse Gas Emissions from Personal Motor Vehicles. This Presidential advisory committee considered ways to return personal transportation-sector greenhouse gas emissions to 1990 levels by 2005, 2015 and 2025. While this committee did not reach a consensus on the best policies to achieve these goals. substantial analytic work was performed including the information you asked about. The official did not report at the Society of Automotive Engineers meeting that the U.S. needed to increaso automotive efficiency to any specific level or that we would need a gasoline tax in order for the U.S. to stabilize U.S. greenhouse year emissions at 1990 levels. Rather, what was said was that If one tried to return estimated future U.S. emissions from private motor vehicles to their 1990 levels by 2005 assuming the use of either fuel economy standards or a gasoline tax. that a 70 mpg standard or a 74 cent per gallon tax would be required. This is clearly not this Administration's policy. H:congressionals/wirth 4's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:37 No. 004 P.06 SFRC . Hagel & Kerry Q's & A's 2 The Administration favors a flexible approach to reducing emissions that would permit market forces to select the most cost-effective approaches. These should be aided by the availability of advanced technologies that joint government-industry research will provide. We believe there are other preferable approaches to reducing personal transportation emissions besides fuel economy standards or gasoline taxes. These options include the introduction of advanced technology vehicles (now under development- Partnership for a New Generation of Vehicles) and the use of low-greenhouse gas fuels such as cellulosic ethanol. We would note that the Department official concluded his presentation by saying that continued federal and private investment in these promising technologies was a prudent approach to reducing transportation sector emissions and that they were a more cost-offective approach than fuel taxce or fuel economy requirements. 3. Q: Last year the Administration adopted a position supporting "legally bluding commitments" on the United States to reduce greenhouse gas emissions. What entity do you envision enforcing these legally blading commitments on our government and our nation? A: The U.S. proposal calls for each Party to establish a system for national reporting and measurement of greenhouse gas emissions. as well as putting in place national compliance and enforcement programs relevant to implementation of its obligations. Thus, the primary responsibility for enforcement is at the national lovel. In addition, the U.S. proposal calls for the establishment of a review process, in which expert teams, coordinated by the Protocol Secretariat would assess Parties' implementation of their obligations. The Parties to the protocol, based on the results of such reviews, would have the responsibility of reviewing compliance, and determining what consequences (if any) should be applied in cases of non-compliance. 4. Q: Do you intend any emissions trading scheme to apply equally to public and private entities? Would it apply to city and state governments? Would It apply to the Federal Government and our Armed Forces? A: The draft proposal does not establish a domestic system for emissions trading; that decision is left to each Party to determine on its own. However, the regime would permit individual Parties to allow private sector trading as well as sub-national entities such as local or state governments. The Administration has not yet taken a position with respect to the domostic implementation of the protocol in this regard. H:congressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:37 No. 004 P.07 SFRC - Hagel & Kerry Q's & A's 3 5. Q: Has the Department of Defense conducted a study on the effect the treaty's restrictions would place on its activities? A: DoD has a global climate change integrated product team (IPT) in place that is assessing the impacts of the negotiations on DoD activities; however, no conclusions have yct boon roached. 6. Q: The U.S. draft protocol includes language referring to various automatic and discretionary "consequences for non-compilance with obligations." What exactly does this refer to? A: In the U.S. view, a logally binding obligation will be essential to ensuring that countries actually lower their levels of emissions. Past experience has shown that in order to implement binding obligations, consequences for non-compliance also need to be developed. A number of alternatives are heing considered for such consequences. We anticipate that they will range in severity according to the Articles for which non-compliance is determined. For example, different provisions might be Imposed for non-compliance with monitoring than for non-compliance with meeting a budget. Different provisions may also be imposed for multiple incidents of non-compliance than for only a single incident. We believe that allowing non- compliance to be determined on a completely ad hoc basis will limit the effectiveness of the regime. To this end, we have proposed that the non-compliance provisions bc made explicit through a decision by the Parties. 7. Q: The Administration opposes "differentiated" commitments by OECD countries. Yet, 1 understand the European Union has proposed a mechanisms whereby each of its member states would have a different commitment for percentage reductions. Is the Administration considering accepting an exception for the EU? A; No. While we believe that the European Union (or any other Party or groups of Parties) may choose to undertake a scries of agreements whereby emissions trading might be allowed, we do not believe that the "bubble" as proposed by the EU is an appropriate mechanism. Furthermore, while the Administration has recognized that differences do exist between countries, we do not believe it will be possible to negotiate those differences and reach a consensus on the outcome in time to conclude negotiations by December 1997 in Kyoto. II:congrossionals/wirth q's & a's (summer 1997)/SFRC Hugel & Kerry Q&A.doc ID: OCT 08'97 13:38 No. 004 P.08 SFRC . Hagel & Kerry Q's & A's 4 8. Q: I understand that Argonne National Laboratory conducted a study on "The Impacts of Potential Climate Change Commitments on Energy-Intensive Industries." That study was reportedly completed last November, but still has not been made public. Please explain why It has not been released. - Are press reports accurate that the study found a devastating impact on the steel, aluminum, cement, chemical, petroleum, and forest products industries? A. The Department sponsored a project at Argonne in which panels of industry representatives experts from academia, environmental groups, organized labor, the financial community, and government were asked to reflect on the possible industry met to discuss the possible impacts on industry output, employment, energy usage, technology, costs, prices, imports and exports. The negative conclusions expressed by the participants were predicated on the specific energy price scenarios assumed in mid-1996, which do not reflect key policies advocated in international climate negotiations by the Clinton administration in the intervening year. For example, the assumed fuel price scenarios do not take into account the impact of multi-year emissions budgets, international emission trading. and joint implementation. If adoptod, these provisions would lower the costs of achieving emissions reductions in the U.S. and other developed countries and would significantly lower the energy price increases assumed in the workshop scenarios. The Administration has also argued that the developing countries should assume additional obligations in the near future to reduce the projected rapid growth of greenhouse gas emissions. No such actions were reflected in the workshop scenarios. A draft paper providing a personal interpretation of the workshops was circulated prior to completion of the report by an individual employee of Argonne National Laboratory. That paper was apparently prepared in advance of the participants' review of the workshop summaries to ensure that their input had been reported accurately, and prior to the lead authors' completion of the revised focus papers based on comments received at the workshops. The final report, The Impact of High Energy Price Soenarios on Energy-Intensive Sectors: Perspectives from Industry Workshops, was issued on July 11, 1997. It includes an accurate and complete summary of the workshop findings, the full text of all the lead authors' papers. and the socnarios given to the participants. II:congressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.d8c ID: OCT 08'97 13:39 No. 004 P.09 SFRC Hagel & Kerry Q's & A's $ 9. Q: Regarding the Administration's draft report to the U.N. body that was set up to monitor the 1992 Framework Convention on Climate Change: I understand that this draft report says that the U.S. is unlikely to be able to return Its greenhouse gas emissions to 1990 levels by the year 2000 for two reasons: First, U.S. energy prices are too low, and second, the U.S. economy Is too strong. no this correct, and If so, do you agree with this assessment? A: This report was completed in final in August 1997, and submitted to the Convention Secretariat. Copies have been sent to your committee. That report states that several reasons are anticipated to lead to U.S. emissions in 2000 exceeding their 1990 levels: energy prices being lower than projected when the U.S. emissions reduction program was first established; Congress providing reduced funding from that proposed in the Administration program; and individual programs working less effectively than anticipated. While the economy did perform more robustly than expected, this factor is not considered likely to lead to significant increases in emissions beyond those projected. 10. Q: In follow-up to my previous question, this draft U.S. report also says that due to economic growth and population growth, U.S. energy consumption would have to be reduced 25% by the year 2010 to return greenhouse gas emissions to 1990 levels. - What impact would this level of reduction in energy use have on U.S. economic growth? How does the Impact on the United States compare to that of our European and 2 Japanese competitors? I would note that these countries are experiencing much weaker economic growth than the United States. A: The report does Dol state that energy consumption would need to be lower- - only that to maintain emissions at 1990 levels, emissions would need to be approximately 24% below projected levels. This could be accomplished through changes in efficiency in energy production and consumption, through fuel switching (away from emissions intensive fuels), through the development of new procosses that produce fewer emissions, as well as through conservation and reduced energy consumption. No definitive economic analysis has been performed that can provide a guaranteed projection of the effects of such a program. However) most modelers and economists agree that a properly designed program would have little aggregate cost to the U.S. economy, although most recognize that there would be some distributive effects, with some scotors and regions of the country outperforming others. The costs of emissions reductions could be substantially reduced if market instruments such as emissions trading and joint implementation were allowed. Projections for both Japan and Europe suggest that their economics are unlikcly to grow at rates similar to that of the United States over the next docado. However, due to the greater officiency of these economies (fewer emissions are produced per unit of GDP than in the United States), many economists have estimated that reductions in these countries will be more costly than in the United States. Overall GDP impacts from returning emissions to 1990 levels are thus estimated to be higher in both Europe and Japan than here. El:congreasionula/wirth 4'o & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:39 No 004 P.10 SFRC - Hagel & Kerry Q's & A's 6 11. Q: You have stated the belief that technology will lower the costs of this proposed treaty to the U.S. economy. Can you Identify which specific technologies will do so, and by how much? A: No. The Administration has rejected developing new technologies through a command-and- control type approach. Rather, we are seeking to develop appropriate market signals and maintain a robust markotplace to encourage our private sector to develop those technologies that will generate the greatest emissions reductions at the lowest cost. Historical rates of technology development have varied between 1 percent and more than 3 percent per year. While it seems likely that future development will proceed at similar rates, projecting the effects changes in technology will have on emissions reductions directly is fraught with ambiguity. Existing forecasts suggests, however, that costs with a greater rate of technological efficiency factored in will make it less expensive to achieve a 1990 level of emissions in 2010 than without relying on such changes. 12. Q: Is the Administration committed to submitting for Senate advice and consent any agreement on climate change reached at the Third Conference of Parties this December in Kyoto, Japan? Are there any circumstances under which the Administration would not submit to the United States Senate any such agreement? A: The Administration would anticipate submitting for Senate advice and consent w ratification any agreement adopted in Kyoto that would impose new legally binding commitments on the United States. We do not envision any circumstances in which such a new legal instrument would not be submitted to the United States Senate for Senate advice and consent to ratification. Senator Kerry 1. Q: Based on the current scientific knowledge. how much concern should we have about the problem of climate change? Is the Administration using the best available science In making policy decisions? A: The Administration's concern about climate change is predicated on the best available scientific information This includes not only the work of the Intergovernmental Panel on Climate Change (a group of more than 2000 scientists who contributed to an international assessment of the science, impacts, response options and economic issues of climate change), but also on the work of the U.S. domestic scientific establishment as reflected in governmental and non-governmental publications. This body of information, which in its totality represents the vast majority of all the scientific work on this complex and difficult issue, suggests that without significant action, over the course of the next 100 years. we will be faced with substantial II:congressionals/wirth q's & a's (summer 1997)/SPRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:40 No. 004 P.11 SFRC - Hagel & Keny Q's & A's 7 changes in the world's climate system, which could have enormous impacts on the human and natural systems. The Administration views (and believes that Congress and the American people should view) this as a matter for grave concern - not only for the future when these impacts will be felt, but now, when the opportunity still exists to prevent such changes. 2. Q: What is known about the impacts of possible climate change for the United States? In particular, is there any Information available about the consequences of sea level rise, about changes in the availability of water and water resources, and possible implications for changes in disease vectors from a change in climate? A: Humun health, natural ecological systems, and socioeconomic systems are all sensitive to both the magnitude and the rate of climate change. The Intergovemmental Panel on Climate Change (IPCC) concluded in its 1995 Second Assessment that, "With the growth in almosphoric concentrations of greenhouse gases, interference with the climate system will grow in magnitude, and the likelihood of adverse impacts from climate change that could be judged dangerous will become groater." Sea level risc. Global tidal gauge data shows that worldwide sea levels have risen 4 to 10 inches over the last century. Tidal gauge data from the US shows that sea levels have risen by as much as 3 feet over the last century in Louisiana and parts of California and Texas, to 1 foot along most of the Atlantic and gulf coasts. In Los Angeles, sea level has risen about 4 inches over the last 100 years. The level of the ABR is affected by goological and climate factors. although climate has historically had more substantial impacts on global sea level. Throughout geologic history, the sea level has risen and Dallen over 1000 feet. Globally, this phenomenon is duo to changes in the shape and size of ocean basins, the amount of water in the oceans and the average density of sea water. Over the last 100 years, tide guuges used to determine global sea level trends have shown global sea level to have risen about 4-10 inches. This rise is caused by thermal expansion of ocean water and melting of land-based ice sheets and glaciers. Regional changes in sea level vary from the global average because of other factors such as the independently increasing or decreasing elevation of the land due to tectonic activity, compacting of sediments, or subsurface pumping of petroleum or water. The net effect is referred to as relative sea level rise. Along some of the US Coust, the relative sea level rise has been closer to 12 inches. Previous relationships between climate and sea level, and increasing concentrations of greenhouse gases. form the basis for expecting an accelerated rise in sca level. Increasing concentrations of carbon dioxide, methane, and other gases released by human activities could ralso the earth's average temperature. A warmer stmosphere would retain more water vapor, intensifying the hydrologic cycle in coastal areas and over open ocean: Snow and floating ice would retreat, decreasing the extent to which sunlight is reflected into space, causing additional warming. These two feedbacks would amplify the direct warming from the greenhouse effect. The increased warming would accelerate the rate of sea level rise by expanding ocean water, Hicongressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:41 No. 004 P.12 SPRC Hagel & Kerry Q's & A's 8 melting mountain glaciers, and causing ice sheets in Greenland and Antarctica to melt or discharge ice into oceans, and by depleting groundwater tables. According to the Intergovernmental Panel on Climate Change, rising global temperatures are responsible for at least 2 to 5 inches of sea level riso, due to thormal expansion of occan water and the retreat of mountain glaciers. Estimates of future sen level rise. The amount by which sea level will rise will vary by location. For the global average, it is projected that sea level will rise 20 inches by 2100 (6-38 inches). The amount by which SOR level will rise will vary considerably for different segments of the US coust line. In some cases local sca level rise will exceed the global average, in other cases it will be less than the global average. The following are examples for a few locations: Location 2050 2100 Galveston. TX 1.5 feet 3 feet Miami Beach, FL 9 inches 1.5 feet Los Angoles, CA 6 inches 1 foot Boston, MA 1 foot 2 feet Grand Isle, LA 2.5 feet 4.5 feet Why is it a problem if sea level rises? Sca lovel rise will have a significant effect on the natural environment, infrastructure in developed arcas, and on local economies. Whon we speak of impacts to the natural cnvironment, we are referring to coastal wetlands that will be unable to keep pace with rising sea level, resulting in overall loss in wetland areas, especially in developed areas; loss of beaches due to an increased rate of erosion and inundation: loss of significant habitat in wetlands, estuarios, coral reefs, bays, and wilderness; saltwater intrusion into groundwater and upstreace movement of the salt-line in surface water; and increased ostuarino salinity that will reduce circulation and decrease the amount of flushing, resulting in an increase in water pollution. Impacts to infrastructure include damage or destruction of housing, resorts, and other coastal development; flooding of transportation facilities such as bridges, railways, airports and marinas; disruption of utilities for electricity, communication, water supply and sewer systems: and loss of cultural or historical assets such as national parks, monuments and cemeteries. Finally, the impacts to the local economy include the cost of prevention and protection for natural and manmade environments; the cost of loss and damage to natural and manmade environments due to storm surge, flooding. erosion and inundation; and the loss of industry and employment in tourism, local businces, factories, shipping and commercial fisheries. Coastal wetlands. As the sea level rises, coastal wetlands will be disrupted in a number of ways. These include inundation, erosion, and saltwater intrusion. Specific changes include conversion from one type of vegetation to another within particular wetlands, or conversion of wetlands to open water. Losses of wetlands at specific sites along the coast will depend on the slope of the H:oongreesionals/wirth q's & a's (summer 1997)/SFRC-Hagel & K entry Q&A.doc ID: OCT 08'97 13:41 No. 004 P.13 SFRC . Hagel & Kerry Q's & A's D land throughout the wetland and adjacent dryland, and whether developed areas lie beyond the wetland limiting the vacant land necessary for new marsh to form. There could be a substantial loss of coastal wetlands in the United States. Wetlands along the low-lying consts of the Southeast from North Carolina in the Atlantic to Texas in the Gulf of Mexico are already subsiding due to compression of estuarine or deltaic sediments by new layers of acdimentary deposits. These areas may be either flooded or washed away as water levels rise. About half of the 5.5 million acres of coastal wetlands that remain in the US are found along the Gulf of Mexico, making the potential for loss great. Salt water intrusion due to accelerated sea level rise will affect estuarine systems in some areas of the North Atlantic and Pacific Oceans, including Puget Sound, San Francisco Bay, and Tijuana Estuary. Wetlands along highly developed coasts, including much of the Atlantic coast from Maryland to Massachusetts, may become quite vulnerable to climate change because control structures such as sea walls and bulkheads already form barriers to migration. Along undeveloped coasts, the land just above sea level into which wetlands could migrate is generally smaller than the area of wetlands at risk from climate change. Thus, much of the coastal wetlands may slowly shrink until they are eliminated as the sea rises and pushes them baok to the flood-control structures already erected or to be constructed to protect constul properties. The loss of coastal wetlands will have a significant effect on the human and natural environment. Coastal wetlands provide a variety of services, such as nursing grounds for many types of fish and shellfish, a resting place for migratory birds, and natural cleansing of ground and surface waters. These services will bo diminished or eliminated. Coastal wetlands also protect inland areas from floods, storms and high tides. In many developing nations, wetlands provide the only effective barrier to surges from tropical storms. Water resources. Climate change will likely have significant impacts on water quality and availability. Precipitation changes and increased evaporation can affect water supplies, water quality and drinking water, and water uses (e.g., hydropower, irrigation, fisheries).) It is expected that climate change will lend to an intensification of the hydrologic cycle. Not only is average global precipitation expected to increase, but the intensity of precipitation events will also likely increase leading to more floods. Droughts are also likely to be more severe due to increased evaporation and drier soils. Although average global precipitation is expected to increase, there will he A regional "texture" to precipitation changes across the United States. Average annual water supplies may decrease significantly for large areas of the United States, resulting in lower levels in lakes, rivers, and aquifers. This would alter flood and shore erosion patterns. impair navigation, reduce hydropower generation, restrict irrigation and municipal water supplies, cause saltwater intrusion H:congressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry O&A.doc ID: OCT 08'97 13:42 No. 004 P.14 SFRC - Hagol & Kerry Q's & A's 10 into freshwater rivers and aquifers, and disrupt wetland and shore ecologies. The regions most vulnerable are the Great Basin, California, Missouri, Arkansas, Texas Gulf, Rio Grande, and Lower Colorado. Changes in disease vectors. Infectious diseases are still the leading cause of death worldwide, killing over 17 million people in 1995, Including nine million young children. Vector-borne diseases (i.e., diseases transmitted by insect "vectors" or small mammal "reservoir hosts") account for a large proportion of these deaths. For example, there are 350 to 500 million new cases of malaria annually; an estimated two million people die from malaria each year, including more than one million children in Africa. While there are relatively few cases of malaria in the United States, recent locally-transmitted cases in New Jersey, New York, and Texas demonstrate the continued risk for transmission of this disease. The geographic range and life-cycles of pathogens and vectors (e.g., mosquitoes) which transmit disease are affected by climate. Many biological organisms and processes that contribute to the spread of infectious diseases are influenced by fluctuations in the weather, notably temperature, precipitation, and humidity. Outbreaks of infectious diseases (c.g., malaria, hantavirus, St. Louis Encephalitis) have heen associated with specific weather patterns. Frequently, outbreaks of infectious disease follow seasonal patterns related to the life cycle of discase pathogens and vectors. (Mosquitoes, for example, are dormant during one stage of their life cycle in order to survive winter or drought.) In this context, the projected rise in minimum temperatures (i.e., at night and during winter) relative to increases in average global temperature is of particular concern. The increased warming expected in temperate areas, such as North America, also favors the spread of infectious diseases to higher latitudes and altitudes. The IPCC concluded in its 1995 Second Assessment that climate change would, in aggregate, increase the potential transmission of many vector-borne diseases. In North America, climate may become more suitable the northward spread of vector-borne infectious diseases, with potentially enhanced transmission dynamics due to warmer ambient temperatures. Conditions suitable to the transmission of diseases currently prevalent in the tropics (such as Dengue fever) may become more prevalent in arcas of the southern U.S., such as Texas. (For example, recent work by Focks ct al. [1995] suggests that the number of wooks during which weather conditions would be suitable for the transmission of Dengue fever would increase in many U.S. cities as average temperatures increase.) Other diseases, such as Rocky Mountain Spotted Fever (RMSF) may decline in the southern U.S. due to the intolerance of the tick vector to high temperatures and lower humidity. However, increased risk of both Lyme disease and RMSF, however, could be expected to be found at higher latitudes in Canada. While health-care infrastructure may prevent a large increase in disease cases, climate change is expected to impose increasing demands and costs on the current public health system. H:congressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:43 No 004 P. SFRC - Hagel & Kerry Q's & A's 11 3. Q: What are other countries' position on the climate change issue? Other OECD countries? Are these countries taking action to mitigate climate change? A: More than 160 countries are participating in the ongoing negotiation for a new agreement under the United Nations Framework Convention on Climate Change (FCCC). It is possible to group country positions into several different categories - although it must be recognized that each country has specific and often different circumstances that may distinguish it within its group. Six groups are discussed here: the European Union: the "JUSCANZ" group (including all OECD countries not part of the EU); the EITs (countries with economies in transition to market cconomies, including castern Europe and the Former Soviet Union); the Alliance of Small Island States (AOSIS); the OPEC group; the big developing countries (including China, India, and Brazil), which strongly influence the positions of the developing country bloc. EU With fifteen members states, the EU is often hard pressed to reach a consensus on some of the difficult issues in the climate change debate. However, they have announced their support for a target of Annex I Parties of a 15 percent reduction iO2 emissions by 2010, and a 71/2 percent reduction by 2005. Current data suggests that as a group, the EU will be close to returning to 1990 levels by 2000, although this is largely the result of significant reduction by Germany and the UK; most other countries will individually exceed 1990 levels at the end of the decade. Nearly all countries have taken actions to reduce emissions; all have submitted their first communication, and nearly half are in the process or have completed their second national communication detailing programs and policies that are being taken to mitigate climate change. As a blue, this group supports a legally binding targot, supports joint implementation (although only with countries that have a binding cap), and supports including advanced developing countries (specifically Mexico and Korea) in Annex I. They have argued that the next stop should focus on developed country action. and that only following such steps should developing countries be obligated to act. JUSCANZ (including Canada, Japan, Australia, New Zoaland, Iceland, Norway, Switzerland). This group supports position closest to those of the United States. They have endorsed emissions trading, and joint implementation (although with some hesitation), they have endorsed the notion of a multi-year budget, and they have generally been supportive of action for developing countries (although Japan, Norway and Switzerland have been reluctant to push too hard on this front). As & group, these countries anticipate their 2000 emissions will exceed their 1990 levels by more than 10 percent, and each anticipates further growth unless new policies are initiated. Both Norway and Switzerland have proposed legally binding caps on cmissions at 10 percent below 1990 levels by 2020. This group of countries has also been the most vocal in support of "differentiation," in which countries would take different levels of commitments as a function of national circumstances. For most, this means their own circumstances would dictate reduced levels of commitments from the Annex 1 average. EITs This group of countries' emissions will be substantially below 1990 levels in 2000, and are not expected to return to 1990 levels until approximately 2010. They anticipate having emissions to "sell" under a trading regime and have been strong supporters of a trading regime. These countries have supported maintaining the provisions in the FCCC that allow EITs some H:oongressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:44 No. 004 P.16 SFRC - Hagel & Kerry Q's & A's 12 "flexibility" in implementing their obligations, arguing that their recovery from the collapse of the early 1990's will take time and is a priority. While as A group they are taking some actions to reduce emissions, most actions are in the nature of energy efficiency improvements, and not actions specifically taken for climate change reasons. AOSIS This group of 37 small island states and low lying coastal countries has been a strong supporter of stringent action to mitigate climate change. Threatened by eca level rise, many of these countries have maximum elevations of less than 3 meters above sea level However, in spite of their strong rhetoric, these countries have not supported developing country commitments, arguing that developed countries are responsible for the problem and need to act first to find solutions. This group has advocated the most stringent target so far proposed: a 20 percent reduction in C02 emissions by Annex I Parties below 1990 levels by 2005. They have opposed joint implementation, and have been ambivalent on the issue of emissions trading. H:congressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:44 No 004 P.17 SFRC - Ilagel & Kerry Q'o & A's 13 OPEC Concerned that efforts to reduce global emissions will lead to a global reduction in the amount of oil consumed, these countries have opposed action IN address climate change. Thoy have also introduced the concepts of a componsation fund, in which countries harmed by climate change mitigation efforts would be compensated for their economic hardship. To date, few countries outside of the OPEC group have supported this proposal. These countries have taken little action at home to reduce emissions, and none have yet released their first national communications detailing their greenhouse gas inventories. They have opposed joint implementation and been silent on the issue of emissions trading. Big Developing Countrics These countries often crate the defining voice for the developing country caucus, in spite of protests from both AOSIS and OPEC. In spite of the projections of climate change which show significant damage to India, China and Brazil from significant climate change, these countries have long argued that efforts to solve the climatc change problem are the sole responsibility of the developed world, which due to its large share of historic emissions, should also take on the bulk of the mitigation effort. The group has opposed joint implementation, been silent on omissions trading, and been adamantly opposed to any action by developing countries in the agreement in Kyoto. In spite of their rhetoric, many in this group have taken significant action to mitigate climate change. The United States has undertaken country studies with China, and has worked bilaterally with India and Brazil in their greenhouse gas inventory work, and in the development or policies and nicasures to reduce omissions. While emissions from each are anticipated to rise substantially as their economies grow, all have begun to move off the emissions intensive path predicted without these efforts. 4. Q: What information is available on the Impacts of joint implementation and emissions trading on the costs of mitigating climate change? What is the Administration doing to ensure that these cost-cffoctive options are Included in any agreement in Kyoto? A: All economic analyses done to date indicate a significant reduction in costs from the flexibility provided in both emissions trading and joint implementation. Some analyses done suggest that as much as 30 percent of the costs may bc climinated if emissions trading is allowed, and up to 70 percent of the costs may be eliminated if joint implementation is allowed. While these may be optimistic estimates, they provide a strong rationale for including both options in any agreement. It is in light of these kinds of analyses that the Administration has included both in its draft protocol, and that active diplomatic efforts are underway to persuade other countries to endorse these cost-saving approaches. A number of problems have been identified with both options - and it is addressing these concerns that has been the larget of both our domostic and international effort. A number of projects in the U.S. Initiative on Joint Implementation are designed to address questions about "additionality" to insure that projects really produce environmental results, and are not merely repackaging of activities that would have occurred anyway. With respect to emissions trading, the United States has sponsored or co-sponsored a number of international workshops to develop methodologies for emissions trading, and to bring together those with expertise in trading programs (many of which were developed in the United H:congressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc ID: OCT 08'97 13:45 No. 004 P.18 SFRC- - Hagel & Kerry Q's & A's 14 States) with representatives of other countries seeking information. We anticipate that these efforts will ultimately prove effective in bringing an international consensus to our proposals. 5. Q: Please describe the Administration's efforts to seek input from the private sector, the environmental community, and other interested constituencies in developing Its climate change policy. A: The Administration has maintained a long standing effort to obtain the views of various constituancies during the course of the climate negotiations. Open meetings typically have been held both before, during, and after major negotiating sessions to discuss relevant issues. Informal roundtables with both industry and environmentalists have also been held prior to major negotiating events. Within the past two months. the President has been directly involved in a series of meetings with scientists. industry and environmental leaders to discuss climate change. Various Cabinet officials have also been meeting with a broad range of constituency groups. H:congressionals/wirth q's & a's (summer 1997)/SFRC-Hagel & Kerry Q&A.doc Responses to Senator Chafee's Questions 1. The President and his Administration are still going through a process of hearing the opinions of the many interested parties on this issue. This process will culminate with a White House Conference in October on the climate change issue.. Fealistic, and However, the framework for the Administration's policy has been largely settled. For example, we support the use of flexible approaches, such as joint implementation and international emissions trading. We support the requirement that non-Annex I countries, as they become wealthier, abide to binding emissions goals. For domestic implementation, we support the use of flexible, market based approaches. The Administration is still deciding the details on targets and timetables and domestic implementation. Although the president has spoken at the need for realistic acheivible 2. No one model, or even a small set of models, can give a precise definite estimate of the effects of a Targets policy on the economy 20 or 30 for years into the future. However, a vast array of economic tools exists to provide us with a solid interpretation informed of the likely effects different of climate policy. For example, we know that a market based approach to reducing carbon emissions will beless eastly than a command and control approach. The economic literature on climate change KS very rich, and we realize that we need to draw from all of it in order to adequately inform policy- development A large, complicated issue requires more than analytic one or a few tools to assess it The Administration intends to bring to bear on the climate issue many tools andAeispectives Some of these tools may have strengths on issues where the models used in the IAT analysis were weak. While this larger set of tools will not provide us with a precise estimate of the effects of climate policy on the economy in 20 or 30 years, I am confident they can provide us with sufficient information to about generate ranges of economic effects orthe Administration can make informed policy decisions. that that the analytic toods and perspectives 3. The Administration is considering an array of market based approaches to implement climate available policy. to the 4. Tradeable emissions permits and energy taxes share several important characteristics. First, Administration they both send a price signal to markets that would stimulate the development and adoption of energy efficient technologies. Second, they both provide flexibility to achieve emissions goals. In the case of tradeable permits, firms that find it very costly to reduce emissions may purchase permits from firms that find it less costly. In the case of taxes, firms would reduce their energy use until it became more costly than the tax. These both achieve emissions reductions at lower costs than through command and control approaches. would substantially Tradeable emissions permits provide greater certainty to attain a specified emissions cap than of attaining energy taxes. By specifying a number of permits and allowing firms to trade these permits, the country can ensure that it is meeting an agreed upon carbon emissions goal. If a tax were not set at the right price, then the country may emit too much carbon, and miss the emissions goal, or emit too little carbon, and be more costly than the tradeable approach to complying with an emissions goal. A tax, on The other hund, would provide greater containty Am of himsting costs than a cap-and- Trade approach of limiting costs, since the increase in Unit costs would be determined by the tax. The certainty associated with the meeting an emissions goal translates into uncertainty for the firms participating in a carbon reduction policy. Under energy taxes, firms know, based on their own costs or production, how much a tax policy would cost them. However, they have less certainty about how much a tradeable permits policy would cost them until the permit market begins operation and establishes a price for the permits. 5. For international emissions trading, all countries participating in the trading scheme will need to have their emissions capped For joint implementation, all countries may participate, regardless of when their emissions will be capped. would provide greater International emissions trading and joint implementation can both significantly decrease the costs of meeting an emissions goal. These flexibility instruments take advantage of opportunities to reduce emissions at low costs. If some of the emissions reductions necessary to achieve the U.S. goal can be undertaken in other countries at lower costs, then us implementation emissions costs will fall. In both the IAT analysis and other modeling efforts, the costs of achieving a variety of emissions goals are modeled to decrease substantially under joint implementation and international trading relative to scenarios with neither instrument. Some studies indicate that the costs could decrease by more than half. Lower cast abatement abroad again suggest substantial savings to the u.s. could result it as U.S. companies would 6. Our experience after the Arab Oil Boycotts of the 1970s demonstrated that improvements in receive energy efficiency occur primarily because of the effects of higher energy prices. Granted, some credit for energy efficiency improvement does occur without a market signal. For example, if I decide to incremental replace my 20 year old refrigerator, it is impossible for me to purchase a new refrigerator that abatement requires the same high level of energy the technology of refrigerators has improved so much effects in over the past two decades that the new purchase automatically results in an improvement in energy efficiency However, the economic literature indicates that the majority of energy other officiency improvement is price-driven. Same myovation surely occurs in countries the absence of a price signal. minders Many studies suggest The market signal necessary to stimulate the adoption of technologies that generate less greenhouse gas should be provided through a flexible, market based approach. A command and control approach that mandates specific technologies 7. As the question notes, some observers of the climate change issue have claimed that capping only developed countries' emissions will result in "leakage": the escape of jobs, capital, and polluting activity to developing countries. Any time countries negotiate international treaties that would apply different rules to different countries, there is a concern about some countries gaining a competitive advantage. However, the economic evidence does not support the argument that climate policy will adversely affect U.S. economic competitiveness. First, non-tradeable sectors account for a substantial share of carbon emissions. Transportation and residential and commercial buildings account for approximately two-thirds of U.S. carbon emissions. For these sectors, the "competitiveness" argument does not appear applicable. Second, energy costs comprise only a small percentage of total manufacturing costs. According to the 1995 Annual Census of Manufacturers, energy costs for manufacturing industries averaged just 2.2% of total costs. Given the small share of energy in total costs, differential shifts in existing energy prices are unlikely to have substantial effects on location decisions and trade flows. Third, our that energy use relative to GAP falls each year regardless of the price signal by .5 to 1.25 percent. To the extent that energy use is associated with climate change effects, and this curses damages not orr reflected in market prices, this innovation very is unlikely to G subjecient. Additional incentives to invirvation, such as price signals, or researced support for R&D may be needed. (?] signaticant experience in this country with environmental regulation has been that it does not cause leakage. Firms that decide to relocate to other countries do so because of international differences in labor costs, capital costs, material costs, and exchange rate changes that all swamp the costs of complying with environmental regulations. To address the possibility of leakage occurring, we should do climate policy smart. If we do it dumb, it will cost our economy a lot. By doing it smart, through flexible, market-based approaches, we will make the costs of complying with an emissions goal much lower. In addition to using market-based approaches domestically, joint implementation and international emissions trading would also lower the costs of climate policy. These lower costs associated with a smart climate policy would decrease the economic rationale for industries to move to developing countries. Responses to Senator Boxer's Questions As stuted in my ansule to 1. Refer to the answer to question 7 of Senator Chafee's questions. Copy here that answer. 2. The costs of reducing emissions in the U.S., and in Europe and Japan depend on how all of these countries implement their policies. If the U.S. employs a market based approach, the costs will not be that high relative to Europe and Japan. Regardless of the implementation approaches used in these countries, the costs of emissions reductions are not likely to affect U.S. competitiveness. As noted in the answer to question 7 of Senator Chafee's questions, energy costs comprise a small share of total manufacturing costs (2.2%). Further, two-thirds of carbon emissions occur in non-tradeable sectors. The evidence on energy price differentials across countries suggests that they are not sufficient to spur firm relocation to other countries. 3. The IAT report did not focus on the benefits of reducing greenhouse gas emissions. Without a benefits assessment, the IAT could not provide estimates of the positive effects on human health and the environment. In addition, the IAT did not study the effects of the risks of climate change on economic activity. However, the report did assess the impacts of climate policy on the economy. The IAT analysis confirms other economic research (for example, the recent report by the World Resources Institute) that smart climate policy can actually lead to net benefits in the long term. The 2300 signatories of the economist statement noted that some policy options may, in fact, improve U.S productivity in the long run." For example, the IAT analysis found that auctioning off tradeable permits and using the proceeds of the auction to lower income and not. corporate taxes would help the economy grow faster in the future than without climate policy. 4. IAT actually notes that a 5 year delay is bad why? to ]? 5. It is very difficult to assess the nature of the economy, and especially specific industries, 20 or 30 years into the future. If the country embarked on a policy of reducing carbon emissions, obviously the firms and industries that can creatively and cost-effectively reduce their emissions will benefit relative to their competitors This illustrates the importance of flexible, market- based approaches. A stringent, command and control approach would constrain the private be sector's creativity to achieve the goals of a climate policy. As we learned through our experience with the sulfur dioxide emissions tradeable permit market, a flexible approach provides the correct incentives for pollution control investment and other creative methods of decreasing sulfur dioxide emissions. To reduce carbon emissions, it is reasonable to envision that the products and services of industries that develop energy efficient technologies and industries that develop low-carbon based energy (such as renewable energy sources including wind, solar, and biomass) would be in greater demand. Responses to Senator Lieberman's Questions 1. The Administration's analysis on the issue of climate policy has not occurred in a vacuum. In fact, climate change has been one of the more active areas of research in economics this decade. The economic literature on climate change, complemented by the IAT report, has already done quite a lot to inform the policy development process. Based on the economic research, we have identified some of the important characteristics of the climate policy we will develop: joint implementation, international emissions trading, developing country participation, emissions budgets, and market-based, flexible domestic implementation. My interpretation of the role of economics differs -- I believe economics has informed the process, and I am confident that it will continue to play an important role in our country's deliberations over a climate policy position. 2. Refer to the answer to question 2 of Senator Chafee's questions, As stated in Repeat and uh lere. Responses to Senator Chafee's Questions 1. The President and his Administration are still going through a process of hearing the opinions of the many interested parties on this issue. This process will culminate with a White House Conference in October/on the climate change issue. However, the framework for the Administration's policy has been largely settled. For example, we support the use of flexible approaches, such as joint implementation and international del. emissions trading. We support the requirement that non-Annex I countries, as they become all wealthier, abide to binding emissions goals. For domestic implementation, we support the use of nefs flexible, market based approaches. Although the President has spoken of the need for realistic to JI achievable targets, the Administration is still deciding the details on targets and timetables and domestic implementation. 2. No one model, or even a small set of models, can give a definite estimate of the effects of a policy on the economy 20 or 30 years into the future. However, a vast array of economic tools exists to provide us with a basis for informed judgment about the likely effects of different climate policies. For example, we know that a market based approach to reducing carbon emissions will be less costly than a command and control approach. The Administration intends to bring to bear on the climate issue many analytic tools and perspectives. Some of these may have strengths on issues where the models used in the IAT analysis were weak. I am confident that the analytic tools and perspectives available to the Administration can provide us with sufficient information to generate ranges of economic effects so that the Administration can make informed policy decisions. 3. The Administration is considering an array of market based approaches to implement climate policy. 4. Tradeable emissions permits and energy taxes share several important characteristics. First, they both send a price signal to markets that would stimulate the development and adoption of energy efficient technologies. Second, they both provide flexibility to achieve emissions goals. In the case of tradeable permits, firms that find it very costly to reduce emissions may purchase permits from firms that find it less costly. In the case of taxes, firms would reduce their energy use until it became more costly than the tax. These both achieve emissions reductions at substantially lower costs than through command and control approaches. Tradeable emissions permits would provide greater certainty than energy taxes of attaining a specified emissions cap. By specifying a number of permits and allowing firms to trade these permits, the country can ensure that it is meeting an agreed upon carbon emissions goal. A tax, on the other hand, would provide greater certainty than a cap-and-trade approach of limiting costs, since the increase in unit costs would be determined by the tax. 5. For international emissions trading, all countries participating in the trading scheme will need to have their emissions capped. International emissions trading can significantly decrease the costs of meeting an emissions goal. It would provide greater opportunities to reduce emissions at low costs. If some of the emissions reductions necessary to achieve the U.S. goal can be undertaken in other countries at lower costs, then U.S. emissions control costs will fall. In both the IAT analysis and other modeling efforts, the costs of achieving a variety of emissions goals could decrease by more than half. For joint implementation, all countries may participate, regardless of when their emissions will be capped. Lower cost abatement opportunities abroad again suggest substantial savings to the U.S. could result if U.S. companies could receive credit for incremental abatement efforts in other counties. 6. Some innovation surely occurs in the absence of a price signal. Many studies suggest that energy use relative to GDP falls each year regardless of the price signal by 0.5 to 1.25 percent. To the extent that energy use is associated with climate change effects, and this causes damages not reflected in market prices, this innovation is unlikely to be sufficient. Additional incentives to innovation, such as price signals, or support for R&D may be needed. 7. As the question notes, some observers of the climate change issue have claimed that capping only developed countries' emissions will result in "leakage": the escape of jobs, capital, and polluting activity to developing countries. Any time countries negotiate international treaties that would apply different rules to different countries, there is a concern about some countries gaining a competitive advantage. However, the economic evidence does not support the argument that climate policy will adversely affect U.S. economic competitiveness. First, non-tradeable sectors account for a substantial share of carbon emissions. Transportation and residential and commercial buildings account for approximately two-thirds of U.S. carbon emissions. For these sectors, the "competitiveness" argument does not appear applicable. Second, energy costs comprise only a small percentage of total manufacturing costs. According to the 1995 Annual Census of Manufactures, energy costs for manufacturing industries averaged just 2.2% of total costs. Given the small share of energy in total costs, differential shifts in existing energy prices are unlikely to have substantial effects on location decisions and trade flows. Third, our experience in this country with environmental regulation has been that it does not cause significant leakage. Firms that decide to relocate to other countries do so because of international differences in labor costs, capital costs, material costs, and exchange rate changes that all swamp the costs of complying with environmental regulations. To address the possibility of leakage occurring, we should do climate policy smart. If we do it dumb, it will cost our economy a lot. By doing it smart, through flexible, market-based approaches, we will make the costs of complying with an emissions goal much lower. In addition to using market-based approaches domestically, joint implementation and international emissions trading would also lower the costs of climate policy. These lower costs associated with a smart climate policy would decrease the economic rationale for industries to move to developing countries. Responses to Senator Boxer's Questions 1. As stated in my answer to question 7 of Senator Chafee's questions, some observers of the climate change issue have claimed that capping only developed countries' emissions will result in "leakage": the escape of jobs, capital, and polluting activity to developing countries. Any time countries negotiate international treaties that would apply different rules to different countries, there is a concern about some countries gaining a competitive advantage. However, the economic evidence does not support the argument that climate policy will adversely affect U.S. economic competitiveness. First, non-tradeable sectors account for a substantial share of carbon emissions. Transportation and residential and commercial buildings account for approximately two-thirds of U.S. carbon emissions. For these sectors, the "competitiveness" argument does not appear applicable. Second, energy costs comprise only a small percentage of total manufacturing costs. According to the 1995 Annual Census of Manufacturers, energy costs for manufacturing industries averaged just 2.2% of total costs. Given the small share of energy in total costs, differential shifts in existing energy prices are unlikely to have substantial effects on location decisions and trade flows. Third, our experience in this country with environmental regulation has been that it does not cause significant leakage. Firms that decide to relocate to other countries do so because of international differences in labor costs, capital costs, material costs, and exchange rate changes that all swamp the costs of complying with environmental regulations. To address the possibility of leakage occurring, we should do climate policy smart. If we do it dumb, it will cost our economy a lot. By doing it smart, through flexible, market-based approaches, we will make the costs of complying with an emissions goal much lower. In addition to using market-based approaches domestically, joint implementation and international emissions trading would also lower the costs of climate policy. These lower costs associated with a smart climate policy would decrease the economic rationale for industries to move to developing countries. 2. The costs of reducing emissions in the U.S., and in Europe and Japan depend on how all of these countries implement their policies. If the U.S. employs a market based approach, the costs will not be that high relative to Europe and Japan. Regardless of the implementation approaches used in these countries, the costs of emissions reductions are not likely to affect U.S. competitiveness. As noted above, energy costs comprise a small share of total manufacturing costs (2.2%). Further, two-thirds of carbon emissions occur in non-tradeable sectors. The evidence on energy price differentials across countries suggests that they are not sufficient to spur firm relocation to other countries. 3. The IAT report did not focus on the benefits of reducing greenhouse gas emissions. Without a benefits assessment, the IAT could not provide estimates of the positive effects on human health and the environment. In addition, the IAT did not study the effects of the risks of climate change on economic activity. However, the report did assess the impacts of climate policy on the economy. The IAT analysis confirms other economic research (for example, the recent report by the World Resources Institute) that smart climate policy can actually lead to net benefits in the long term. For example, the IAT analysis found that auctioning off tradeable permits and using the proceeds of the auction to lower income and corporate taxes would help the economy grow faster in the future than without climate policy. 4. The longer we wait to take any action can adversely affect the economic and environmental outcomes of climate policy. However, we do know that more gradual efforts to reduce our carbon emissions can lower the economic costs relative to very aggressive reductions efforts while still achieving the same carbon dioxide concentration goal. For example, some international proposals to reduce carbon emissions would have Annex I countries cutting emissions to 20% below 1990 levels by 2005. Such a target would have very substantial economic costs because it does not provide enough time for the capital stock to turn over. It is very expensive to scrap the existing capital stock, while much of it is in the prime of its life, and replace it with carbon-free technology. Further, such a target would require the economy to employ existing low-carbon and carbon-free technologies while longer-term targets would provide more lead time to develop and implement superior technologies. Given that it is the stock of carbon dioxide, not the annual emissions of carbon dioxide, that drive global warming, there is an opportunity to be flexible in the timing of emissions reductions. Less aggressive paths that 1990 -20% emissions level by 2005 could achieve the same carbon dioxide concentration stabilization goal in the year 2100 by increasing carbon reductions in the future when they are less costly to the economy. 5. It is very difficult to assess the nature of the economy, and especially specific industries, 20 or 30 years into the future. If the country embarked on a policy of reducing carbon emissions, obviously the firms and industries that can creatively and cost-effectively reduce their emissions will benefit relative to their competitors. To reduce carbon emissions, it is reasonable to envision that the products and services of industries that develop energy efficient technologies and industries that develop low-carbon based energy (such as renewable energy sources including wind, solar, and biomass) would be in greater demand. Responses to Senator Lieberman's Questions 1. The Administration's analysis on the issue of climate policy has not occurred in a vacuum. In fact, climate change has been one of the more active areas of research in economics this decade. The economic literature on climate change, complemented by the IAT report, has already done quite a lot to inform the policy development process. Based on the economic research, we have identified some of the important characteristics of the climate policy we will develop: joint implementation, international emissions trading, developing country participation, emissions budgets, and market-based, flexible domestic implementation. My interpretation of the role of economics differs -- I believe economics has informed the process,-and I am confident that it will continue to play an important role in our country's deliberations over a climate policy position. 2. As stated in my answer to question 2 of Senator Chafee's questions, no one model, or even a small set of models, can give a definite estimate of the effects of a policy on the economy 20 or 30 years into the future. However, a vast array of economic tools exists to provide us with a basis for informed judgment about the likely effects of different climate policies. For example, we know that a market based approach to reducing carbon emissions will be less costly than a command and control approach. The Administration intends to bring to bear on the climate issue many analytic tools and perspectives. Some of these may have strengths on issues where the models used in the IAT analysis were weak. I am confident that the analytic tools and perspectives available to the Administration can provide us with sufficient information to generate ranges of economic effects so that the Administration can make informed policy decisions.