Natural Gas: Bridge or Anchor?

June 16, 2020

June 16, 2020


This week's NERC guest blog is courtesy of As You Sow, a leading shareowner advocacy organization and a proponent of sustainable investing. The original post can be found here.

By Lila Holzman and Daniel Stewart


“We have been talking about, for the last few years, gas as the bridge… There is an inevitability about bridges, which is that sooner or later you get to the end of the bridge."⁠ — Adnan Amin, International Renewable Energy Agency.


The window of opportunity to prevent catastrophic climate change is narrowing. The world is already experiencing harmful impacts surpassing earlier projections, and such harms will only increase as “business as usual” emissions continue. The scale of decarbonization must ramp up quickly to prevent the climate crisis from destroying value across the global economy and putting investor portfolios, and life as we know it, at extreme risk. 


Recognizing the critical role the energy sector plays in mitigating climate risks, investors have productively engaged with utilities for years, moving them to better address the risks associated with their operations. First, shareholders filed resolutions raising concerns about the risk of stranded coal plant assets. Such concerns proved more than justified. We are now witnessing a wave of early coal plant retirements — a trend with no sign of slowing or reversing. 


Shareholders next sought broad analysis of low-carbon scenarios and began to push utilities to set ambitious greenhouse gas reduction targets. Xcel Energy, a company As You Sow has engaged for years, became the first U.S. utility to set a net-zero by 2050 emissions target in the fall of 2018. Since then, several utilities have joined the “net-zero” bandwagon, showing remarkable progress. Utilities that previously said they would never consider absolute or net-zero targets, have come around — driven by investor pressure, market forces, and technological advancement, among other factors.


Yet, despite strong targets, when assessing whether utility plans seem fit for the task of actually achieving such targets, investors are uncovering an alarming disconnect: most utilities are continuing to invest heavily in natural gas. Undeniably, natural gas has played an important role in moving energy systems off coal-fired generation. However, natural gas is a fossil fuel that generates considerable climate impacts in its own right, through methane leakage across the supply chain and through direct combustion emissions. 

According to Rocky Mountain Institute, billions of dollars of investment in natural gas infrastructure is ramping up across the U.S. This investment drive, which includes power plants and pipelines with multi-decadal lifespans, is prompting strong concern. How can utilities reach net zero goals and avoid stranded assets, while building out long-lived, fossil fuel-based natural gas infrastructure? 


As You Sow and Energy Innovation released a report in March to inform investors about the evolving risks associated with natural gas within the power sector: Natural Gas: A Bridge to Climate Breakdown. The report sheds light on how the proliferation of natural gas infrastructure threatens shareholder value — from investor portfolio risk, to company-level physical risk, regulatory and technological transition risk (including stranded assets), and reputational risk. To achieve climate stabilization, and protect investor portfolios from global climate risk, the bridge of natural gas and its associated emissions must have a clear end. 


Powerful forces are mounting in favor of clean alternatives over continued natural gas build. Increased levels of awareness, activism, and grassroots mobilization are bringing climate change to the forefront of public attention and increasing pressure on policymakers and companies to address greenhouse gas emissions. In terms of economics, clean energy alternatives are increasingly cost-competitive with gas. In almost all jurisdictions, utility scale wind and solar, without subsidies, now offer the cheapest source of new electricity. Local and state legislative commitments to ambitious clean energy goals are also on the rise, as is legislation specifically focused on curbing the use of natural gas. The electrification of buildings and vehicles further present opportunities to grow new electricity demand that can be met by clean resources. 


In the face of these drivers and concerns, investors have a unique role to play in the clean energy transition. Investors are well positioned to encourage power utilities to reduce the investment risks associated with an overreliance on natural gas and have begun engaging on these issues with some of the largest natural gas-reliant utilities in the U.S. 


Shareholders must continue to work with such utilities to push for greater transparency and ambition on ending the trend of continued natural gas reliance and to avoid a repeat of the early retirements being experienced by coal plants.


Disclaimer: Guest blogs represent the opinion of the writers and may not reflect the policy or position of the Northeast Recycling Council, Inc.

Share Post

New program prepares the next generation of recycling professionals

By Recycling Product News • October 14, 2026
The Recycled Materials Association (ReMA) and the Northeast Recycling Council (NERC) have launched a new pilot initiative to train the next generation of recycling professionals: the Sustainable Materials Careers Program (SMCP). Take a look inside the Sustainable Materials Careers Program Building on the success of NERC's Emerging Professionals Program, which offers new professionals exposure to sustainable materials management (SMM), mentorship, and career guidance, SMCP will focus on college students — with the potential to engage high school students in the future. The program will give students a deeper understanding of career opportunities in SMM and provide hands-on pathways from the classroom to the workplace. Through Career Exploration events and professional development training, students will gain industry exposure, build foundational knowledge, and chart a clear path toward careers in sustainable materials. Career Exploration events will be part of ReMA's Recycling Jobs Day initiative, a national program connecting students with careers in the recycled materials industry. Event activities will include tours of material recovery, recycling, and/or manufacturing facilities, as well as panels highlighting diverse career pathways in the sector. "Many students want to work in sustainability, but they rarely see the diverse career paths available across the materials lifecycle," said Megan Schulz-Fontes, executive director of NERC. "By combining hands-on facility tours with foundational training, this program opens doors across every corner of the industry — including state and municipal governance, equipment and technology manufacturers, recycling infrastructure, and corporate sustainability teams — ensuring the next generation is equipped to lead." Growth in sustainability has increased the number of professionals needed to run the industry The material economy accounts for over 40 percent of U.S. greenhouse gas emissions, according to the EPA. Recycling and composting in the United States prevent the release of roughly 186 million metric tons of carbon dioxide equivalent into the air each year — an impact equal to taking over 39 million gasoline-powered cars off the road annually. Compared to the processing and transportation needed for mining, drilling, harvesting, or other methods of extracting natural resources for manufacturing, the use of recycled materials typically produces fewer greenhouse gas emissions. Global demand for green jobs is growing at 8 percent per year. Yet, LinkedIn's Global Green Skills Report highlights a shortage of qualified talent, with many roles unfilled due to limited training and a lack of mixed skills, as noted by the Institute of Sustainability Studies. SMCP addresses these gaps by increasing awareness of sustainable materials careers and offering free training to participating students. In the 2026-2027 academic year, NERC plans to hold six Career Exploration events and provide enrollment in its Foundations of Sustainable Materials and Recycling course at no cost to students from participating Academic Partners. Current Academic Partners include MIT Department of Materials Science & Engineering, Rowan University Advanced Materials & Manufacturing Institute, University of Massachusetts Lowell, University of New Hampshire Sustainability Institute, University of Southern Maine, and Yale. Read on Recycling Product News.

Northeast Recycling Council and ReMA Launch Sustainable Materials Careers Program

By Waste Advantage • October 9, 2026
In partnership, Northeast Recycling Council (NERC) and Recycled Materials Association (ReMA), announce the launch of a new pilot initiative: the Sustainable Materials Careers Program (SMCP). Building on the success of NERC’s Emerging Professionals Program, which offers new professionals exposure to sustainable materials management (SMM), mentorship, and career guidance, SMCP will focus on college students – with the potential to engage high school students in the future. The program will give students a deeper understanding of career opportunities in SMM and provide hands-on pathways from the classroom to the workplace. Through Career Exploration events and professional development training, students will gain industry exposure, build foundational knowledge, and chart a clear path toward careers in sustainable materials. Career Exploration events will be part of ReMA’s Recycling Jobs Day initiative, a national program connecting students with careers in the recycled materials industry. Event activities will include tours of material recovery, recycling, and/or manufacturing facilities, as well as panels highlighting diverse career pathways in the sector. “Many students want to work in sustainability, but they rarely see the diverse career paths available across the materials lifecycle,” said Megan Schulz-Fontes, Executive Director of NERC. “By combining hands-on facility tours with foundational training, this program opens doors across every corner of the industry—including state and municipal governance, equipment and technology manufacturers, recycling infrastructure, and corporate sustainability teams—ensuring the next generation is equipped to lead.” The material economy accounts for over 40% of U.S. greenhouse gas emissions, according to the EPA. Recycling and composting in the United States prevent the release of roughly 186 million metric tons of carbon dioxide equivalent into the air each year—an impact equal to taking over 39 million gasoline-powered cars off the road annually. Compared to the processing and transportation needed for mining, drilling, harvesting, or other methods of extracting natural resources for manufacturing, the use of recycled materials typically produces fewer greenhouse gas emissions. Global demand for green jobs is growing at 8% per year. Yet, LinkedIn’s Global Green Skills Report highlights a shortage of qualified talent, with many roles unfilled due to limited training and a lack of mixed skills, as noted by the Institute of Sustainability Studies. SMCP addresses these gaps by increasing awareness of sustainable materials careers and offering free training to participating students. In the 2026-2027 academic year, NERC plans to hold six Career Exploration events and provide enrollment in its Foundations of Sustainable Materials and Recycling course at no cost to students from participating Academic Partners. Current Academic Partners include MIT Department of Materials Science & Engineering, Rowan University Advanced Materials & Manufacturing Institute, University of Massachusetts Lowell, University of New Hampshire Sustainability Institute, University of Southern Maine, and Yale Office of Sustainability. NERC invites forward-thinking businesses and organizations to support and expand the Northeast Sustainable Materials Careers Program. By becoming a Program Partner, sponsors directly enable more students to access free training and hands-on industry exposure—building a strong, qualified pipeline for the future circular economy workforce. Read on Waste Advantage.

Ramping up reuse of construction materials

By Brian Clark Howard | Resource Recycling • October 8, 2026
The construction and demolition industries send a massive volume of materials to landfills, but reuse can make a big difference, panelists said at the Northeast Recycling Council’s (NERC) Annual Rethink Resource Use Conference in Plainsboro, New Jersey on Wednesday. In New York City, 60% of the total waste stream is construction and demolition (C&D) waste, said Kelly Tigera, the founder and CEO of Orbit , an online marketplace for reclaimed construction materials launched in 2005 in the Big Apple. In the US overall, C&D waste has been estimated at 23% of the total waste stream . According to the EPA , 600 million tons of C&D debris were generated in the United States in 2018, which was more than twice the amount of generated municipal solid waste. Just over 455 million tons of C&D debris were directed to next use (primarily as aggregate); the rest went to landfills. Construction is “one of the most wasteful industries,” said panelist Andrew Sigal, a market manager at the U.S. Green Building Council (USGBC). “Within that 145 million tons lies a significant opportunity to really decrease waste and direct more material towards its highest and best use.” At New York construction sites, 10% to 15% of all new materials are thrown away unused, said Tigera. So reuse has the potential to draw from brand new stock as well as used materials. And reuse can help address supply chain and affordability concerns; construction material costs have increased 43% since February 2020, said Tigera. “In terms of value for users, we can provide access to free and low-cost materials,” said Tigera. “We can provide tax write-offs for donated materials, and we also help sellers save on hauling and dumping costs.” From panels to seats Tigera gave a few examples of recent salvage efforts that have leveraged her marketplace. Deconstruction contractor CO Adaptive recovered wood panels from an auditorium at Hunter Brookdale School of Nursing. The panels ended up in four different sites around Brooklyn. Auditorium seats were donated to SoHo Playhouse. In another project, Orbit worked with the city’s Port Authority to salvage historic bricks from retaining walls in Lincoln Tunnel. Orbit is also working with the agency to design a reuse plan for a bus terminal that is scheduled to come down in a few years. New York City also has a new initiative called the Circular Construction Hub, which is going to be a reuse center for contractors where they can drop off material. Orbit is the online marketplace for that project, said Tigera. She added that some of the most popular materials on her platform have been doors, shelving, cabinets and acoustic panels. In addition to traditional contractors, buyers include the film industry (for building sets) and the events industry. A lot of reuse work is already happening around the city and country, “we’re just helping it scale,” said Tigera. Yarden Jarari, an architect and sustainability adviser at Arcadis , a design and engineering firm, said her recent research suggests the value of pilot projects when it comes to reuse in the C&D space. “You can have pilot projects that are not going to totally overwhelm someone trying something new,” she said. “And also iterate over time with a lot of long-term relationships where you have repeat partners, repeat teams, and have that opportunity to build and bite off more and more rather than trying to do everything at once.” Jarari added that she would like to see “ways that we can start to measure outbound materials that are coming out of a space the same way that we’re thinking about what’s going into a space.” Having that data could make it easier to drive reuse, she said. Sigal said certification systems, like those offered from the USGBC, can incentivize reuse. The organization’s True certification for zero waste (with Green Business Certification Inc.) has a particular focus on reuse, he noted. As a case study, Sigal mentioned 270 Park Ave. in midtown Manhattan. The 60-story headquarters of JPMorganChase opened in October 2025 as a LEED platinum project. The previous building at the site, the former headquarters for Union Carbide, was deconstructed, with 97% of its materials reused or recycled. Evolving mindset The panelists agreed that the mindset in the C&D industry is starting to tilt toward reuse, spurred by environmental and cost concerns. “Our thesis has been if we can provide demand and show that there’s demand for these materials, everything else will wind up behind it,” said Tigera. She added that government procurement can help drive more reuse in the industry. Tigera also pointed out that salvaged materials are often routed through resellers, who clean and organize them, making purchasing of used goods as easy as buying new. Sigal added that he would like to see more policy support for C&D reuse. In New York, several bills have been introduced that would bolster reporting and encourage reuse. “Building reuse saves carbon, but also saves resources from having to be extracted, harvested, manufactured and installed,” said Sigal. “Not to mention the end-of-life considerations there.” Read on Resource Recycling.