FROM: Ostroff Associates

DATE: October 5, 2020

Chair

• Eric Gertler–Acting Commissioner and President & CEO-designate, Empire State Development

Members

• Keith Hayes, Senior Vice President, Clean Energy Solutions, New York Power Authority
• Heather Briccetti, President and Chief Executive Officer, The Business Council of New York State
• Tristan R. Brown, Associate Professor, Sustainable Resources Management, SUNY College of
Environmental Science and Forestry
• Jason Curtis, Vice President & General Manager, Nucor Steel Auburn, Inc.
• Carlos García, Energy Planner, New York City Environmental Justice Alliance
• Leah George VanScott, Vice President of Business Development, Greater Rochester Enterprise
• Doug Grose, President, NY CREATES
• Michael LeMonds, Vice President, Environment, Land and Government Affairs, LafargeHolcim
• Melanie Littlejohn, Vice President and Regional Executive Director-Upstate New York, National
Grid
• Elisa Miller-Out, Managing Partner, Chloe Capital
• Stephen Tucker, President and Chief Executive Officer, Northland Workforce Training Center
• David Wasiak, Assistant to the Director, United Steelworkers District 4
• Lourdes Zapata, President and Chief Executive Officer, South Bronx Overall Economic
Development Corporation

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Introductions of Panel Members Not Present at First Meeting:

Heather Briccetti: Represents employers of all sizes and all sorts, including a large number of
manufacturers. Want to make sure the process is fair and balanced and that we have significant input
into the recommendations.

Stephen Tucker: Mission is to train and prepare Buffalo residents for careers in both the advanced
manufacturing and clean energy sectors. We have partnered with SUNY Erie and SUNY Alfred State to

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offer certificates and degrees in mechatronics, welding, electrical and machine tool technology. Excited
to participate and looking forward to ensuring that as new technologies and strategies are onboarded,
we have a properly trained workforce.

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Questions:

Tristan Brown: Would be useful to have a list of specific fuels used for when determining which types of
emissions reduction can be achieved.

Elisa Miller-Out: Are we including things like bitcoin mining?

Keith Hayes: I don’t believe so but we can look into it.

Eric Gertler: The Just Transition Working Group( JTWG) is developing a Business Impact Subgroup that
will be working to make a definition of EITE industries and designing measures to mitigate leakage. If
any members would like to contribute to that, let me know.

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Tucker: Have we shared these goals specifically with manufactures to see if they are achievable and how
they would impact them?

Gertler: Our partners have done that, we’ve gotten some input and will get more.

Brown: There are some technical errors and assumptions that are not reflected in the literature, do we
have a mechanism for providing feedback to the report’s authors as part of our work?

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Gertler: E3 presented to us and to the extent there are other topics we want to have them engaged on we
can get their input.

Carlos Garcia: Question on scope of work: When we’re identifying the recommendation options, I think
having some kind of analysis on the industrial sector’s locations and their relations to sites and low-
income communities, just having a better understanding of where these industries are located would be
useful.

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Briccetti: I think it would be very useful to know the total annual BTUs manufactures are required to
operate, and to have an inventory of available renewable energy sources and perhaps what’s in the
pipeline.

Michael LeMond: I found construction to be an interesting add on to our scope, is there a specific sector
within construction we are looking at?

Kevin Hansen: On-site fuel combustion, upstream materials is a good scoping question as well – should
collect more information

Miller-Out: If we were to do stakeholder interviews to get more information, when would that best fit
into the timeline?

Gertler: Given the aggressive timeline, as early as possible. Think it’s most helpful once we have a first
set of recommendations so we can test those and get feedback.

Leah George VanScott: As we keep moving through, want to make sure we keep in mind attraction
expansion. I think the enhanced Excelsior is a fantastic competitive incentive, so I don’t know if we need
to do some benchmarking against some of our toughest competing states, but we should consider
attraction while considering reduction and other goals.

Garcia: Another useful piece of information to have would be where communities are in relation to
transmission constraint areas. My understanding is that 40% of direct emissions from cement are
associated with the heating process, so if we’re talking about something that may increase energy
demand while shifting it to cleaner sources of energy, we also would have to take that into
consideration. If we just recommend an area continues to electrify and increase their load demand
without understanding that the area can’t do that without significant upgrades or investment, it may be
a moot point.

David Wasiak: I think conversations need to be have with larger energy intensive manufactures as part
of that stakeholder group. We represent Sumitomo and DuPont, which have different needs. Expertise

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needs to be brought in from the actual facilities as we make recommendations to make sure they can
still run.

Melanie Littlejohn: One of the emerging issues I hear often is about the impact on reliability and power
quality, so as we recommend technology and processes, quality has to be at the base of that. Have to
think about the in-state delivery for many of our large manufactures.

Gertler: You’re saying the new power has to be sufficient to meet the needs of the industry?

Littlejohn: Yes, capacity and load but I’m talking about the power quality and what the requirements are
that we put on the system based on different technologies that can sometimes impact a process within a
facility. Think we have to equally weigh stakeholders, neighborhoods and then quality, price, process
and reliability.

Jason Curtis: We’re talking about reducing from 2016 numbers, do we have good on-site numbers for
fuel combustion? Is it broken down enough for what we’re looking for?

Hansen: Every year the State produces a greenhouse gas inventory, I think 2016 may be the most recent
full year for which we have data. I think they can be broken down by fuel-type and industry, don’t know
if we can break it down by every facility in the State. One of the anticipated topics is to dig into the
emission data more, so we’ll be clearer on the data we have at that meeting.

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