BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                  SB 1033|
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                                 THIRD READING


          Bill No:  SB 1033
          Author:   Wright (D)
          Amended:  4/26/10
          Vote:     21

           
           SENATE ENV. QUALITY COMMITTEE  :  5-1, 4/19/10
          AYES:  Simitian, Runner, Corbett, Lowenthal, Strickland
          NOES:  Pavley
          NO VOTE RECORDED:  Hancock

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8 


           SUBJECT  :    California Global Warming Solutions Act of  
          2006:
                        allowances

           SOURCE  :     Author


           DIGEST  :    This bill requires the Air Resources Board, if  
          market-based compliance mechanisms are adopted that include  
          the distribution of allowances, which are defined under  
          existing law as authorizations to emit greenhouse gas  
          emissions, to sell or otherwise distribute an allowance  
          only to a regulated entity, subject to the greenhouse gas  
          emissions limit to which that allowance applies.  This bill  
          authorizes a regulated entity to sell or trade an allowance  
          only to another regulated entity.

           ANALYSIS  :    Existing law, under the California Global  
          Warming Solutions Act of 2006 (CGWSA):
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          1.Requires the California Air Resources Board (ARB) to  
            determine the 1990 statewide greenhouse gas (GHG)  
            emissions level and approve a statewide GHG emissions  
            limit that is equivalent to that level, to be achieved by  
            2020, and sets various requirements to meet this  
            requirement.  

          2.Requires ARB to adopt GHG emission limits and emission  
            reduction measures by regulation on or before January 1,  
            2011, and meet certain requirements in adopting the  
            regulations.  ARB may include the use of market-based  
            mechanisms to comply with these regulations.  

          3.Defines "allowance" as an authorization to emit, during a  
            specified year, up to one tone of carbon dioxide  
            equivalent. 

          This bill:

          1.Requires ARB to sell or otherwise distribute an allowance  
            only to a regulated entity subject to the GHG emission  
            limit to which that allowance applies, if ARB allows the  
            use of market based mechanisms that include the  
            distribution of allowances.  A regulated entity may sell  
            or trade allowances only to another regulated entity.

          2.Defines "regulated entity" to be an entity having an  
            obligation to surrender allowances under regulations  
            adopted pursuant to CGWSA requirements relating to the  
            adoption of regulations.

           Comments
           
          According to the author's office, "As part of its Cap &  
          Trade regulation to be adopted by December 2010, the [ARB]  
          must make fundamental decisions regarding the allocation of  
          allowances.  One of these significant decisions concerns  
          the intended recipients of these allowances either in the  
          form of free allowances or revenue from an allowance  
          auction.  In its initial Preliminary Draft Regulation (PDR)  
          for a Cap & Trade Program, the [ARB] proposes that  
          non-governmental entities and private individuals without  
          compliance obligations be allowed to receive or purchase  







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          allowances for a variety of reasons."

          The author notes that "As defined in Section 38505 of the H  
          & S Code, an 'allowance' means an authorization to emit,  
          during a specified year, up to one ton of carbon dioxide  
          equivalent.  This bill seeks to ensure that allowances be  
          allocated in a manner that minimizes the economic burden  
          caused by the implementation of the [CGWSA].  It does so by  
          requiring that allowances be allocated only to those  
          entities with compliance obligations under the AB 32  
          regulations, as it is those entities and their customers  
          that will experience economic harm.  According to the ARB's  
          AB 32 Economic and Allocation Advisory Committee (EAAC),  
          'the total allowance value under California's cap-and-trade  
          program is likely to be several billions of dollars in each  
          year of the program.'  Because of the potential impact to  
          the economy of this critical decision, the Legislature  
          should carefully evaluate the policy options associated  
          with the distribution of allowances under the state's  
          climate change program."

          This bill requires ARB to sell or otherwise distribute an  
          allowance only to a regulated entity subject to the GHG  
          limit if the ARB allows the use of market-based compliance  
          mechanisms that include the distribution of allowances, and  
          a regulated entity may sell or trade allowances only to  
          another regulated entity.

           Cap and trade  .  Under a cap and trade mechanism, ARB could  
          establish a declining cap on GHG emissions.  Regulated  
          entities, such as powerplants, would obtain permits or  
          allowances to emit emissions up to their cap.  Those  
          allowances could then be traded among regulated entities  
          with a purported result that those entities that could  
          lower their GHG emissions least expensively will do so and  
          sell their "excess" allowance to those who find it more  
          costly to lower their GHG emissions.  An issue with such a  
          program is how regulated entities obtain the emission  
          allowances.  A broader concern is whether the auctioning of  
          allowances is enforceable, transparent, and allows public  
          participation, and whether many will simply experience the  
          same shortcomings that affected personal portfolios when it  
          was determined that derivatives and other financial  
          instruments were essentially unregulated market mechanisms.  







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           Fraud and market manipulation is an issue, including  
          hoarding of allowances to artificially drive up allowance  
          prices, which is a concern of many regulated entities if  
          nonregulated entities opt into the program.  To address  
          this concern, some propose purchase limits that restrict  
          one from purchasing more than a certain percentage of  
          allowances.  Another option is to limit such a program to  
          entities regulated under the CGWSA, as provided under this  
          bill, although some regulated entities could still acquire  
          an excessive number of allowances without purchase limits.

          A part of some cap and trade programs is the creation of  
          offsets whereby a regulated entity can pay another entity  
          for its GHG reductions, which can then be used by the  
          regulated entity to meet its GHG cap.  Examples may include  
          planting trees, or developing landfill gas capture and  
          windfarm projects.  Firms currently sell carbon offsets  
          which are used by those who want to "green" their  
          activities.  A major concern with offsets is the validity  
          of their activities, yet legislation seeking to ensure the  
          legitimacy of offsets is also opposed by those advertising  
          their use.

          According to the Climate Change Scoping Plan (December  
          2008), "The foundation of the Scoping Plan's strategy is a  
          set of measures that will cut greenhouse gas emissions by  
          nearly 30 percent by the year 2020 as compared to business  
          as usual and put California on a course for much deeper  
          reductions in the long term."  The Scoping Plan also notes  
          that 
          "In December 2007, ARB approved a greenhouse gas emissions  
          target for 2020 equivalent to the state's calculated  
          greenhouse gas emissions level in 1990.  ARB developed the  
          2020 target after extensive technical work and a series of  
          stakeholder meetings.  The 2020 target of 427 MMTCO2E  
          [million metric tons of carbon dioxide equivalents]  
          requires the reduction of 169 MMTCO2E, or approximately 30  
          percent, from the state's projected 2020 emissions of 596  
          MMTCO2E (business-as-usual) and the reduction of 42  
          MMTCO2E, or almost 10 percent, from 2002-2004 average  
          emissions?.  The total reduction for the recommended  
          measures slightly exceeds the 169 MMTCO2E of reductions  
          estimated in the Draft Scoping Plan.  This is the net  
          effect of adding several measures and adjusting the  







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          emission reduction estimates for some other measures."

          ARB proposes to achieve 34.4 MMTCO2E through a cap and  
          trade program, or about 20 percent of a total 174 MMTCO2E  
          reduction.  The CGWSA does not reference offsets, but  
          focuses on GHG emission reductions and only authorizes  
          market based mechanisms if certain conditions are met.  As  
          noted above, the Scoping Plan includes cap and trade  
          provisions, and references the use of offsets to "no more  
          than 49 percent of the required reduction of emissions  
          [within the 20 percent cap and trade program]."

          According to the "Preliminary draft regulation for a  
          California cap-and-trade program" (November 24, 2009), the  
          timeline for a cap and trade program calls for a Spring  
          2010 release of a proposed draft cap and trade regulation  
          with workshops, September 2010 public release of a final  
          draft regulation with initial statement of reasons and  
          beginning of a 45-day public comment period, October 2010  
          ARB consideration of the regulations, Spring 2011 adoption  
          by the Office of Administrative Law, Summer 2011 launching  
          of compliance instruments tracking system, Fall 2011  
          initial auction of allowances, and January 1, 2012, cap and  
          trade program launch.

           EAAC recommendations  .  ARB and Cal-EPA established the  
          Economic and Allocation Advisory Committee (EAAC) May 22,  
          2009, with two main roles:  to provide input on evaluating  
          AB 32 economic impacts and to offer recommendations  
          regarding the allocation of allowance value.  According to  
          the EAAC, in evaluating alternative allocation options and  
          arriving at recommendations, the following four criteria  
          were employed:  fairness, cost-effectiveness, environmental  
          effectiveness, and simplicity.  The EAAC note that these  
          four criteria "encapsulate objectives and requirements  
          throughout AB 32?"

          The EAAC recommendations to the ARB in the draft January 7,  
          2010, "Allocating Emissions Allowances Under California's  
          Cap-and-Trade Program" report identify the following "three  
          key components" of cap and trade:  a)  the regulatory  
          authority specifies the total quantity of allowances to be  
          distributed in given periods to participants in the  
          program, each allowance entitles the holder to emit a  







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          certain quantity of emissions of a given pollutant, and the  
          number of issued allowances can decline over time; b) the  
          regulatory authority needs to distribute (put into  
          circulation) the emission allowances, that can be  
          distributed through free allocation, by selling them, or  
          through some combination of the two; and c) the provision  
          for trading (purchase or sale) of allowances, with  
          opportunities for private parties to buy and sell emissions  
          allowances.

          According to the EAAC report, "the total allowance value  
          under California's cap-and-trade program is likely to be  
          several billions of dollars in each year of the program.   
          The total allowance value is quite different from the  
          economic cost of AB 32.  Allowance value remains in the  
          economy and does not constitute a cost.  The economic cost  
          of AB 32 may be a tiny fraction of allowance value.  In  
          fact, the same studies that predict that the economic cost  
          of AB 32 will be negative (that is, that the policy will  
          raise state income) indicate a substantial allowance  
          value."

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  5/11/10)

          California Manufacturers & Technology Association
          University of California
          Western States Petroleum Association


          TSM:nl  5/11/10   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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