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Wednesday, December 18, 2024
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Nature of the Case

Sixteen youth from across Montana, aged two-to-18, sued Montana, its Governor, and multiple state agencies, alleging that an amendment to the Montana Environmental Policy Act limiting review of greenhouse gas (GHG) emissions was unconstitutional. After the first constitutional climate trial in United States’ history, the Supreme Court of Montana affirmed in full a District Court order holding that (1) the Montana Constitution includes a stable climate system in its right to a clean and healthful environment; (2) the Plaintiffs possessed “case-or-controversy standing” to bring a justiciable lawsuit; and (3) the MEPA Limitation and Judicial Prohibition were unconstitutional because they were not narrowly tailored to Montana’s purported interest in balancing property rights and the right to a clean environment.

Summary

Article II, Section 3 of the Constitution of the State of Montana — located in the northwestern portion of the United States — declares that all Montanans have “the right to a clean and healthful environment.”  Article IX, Section 1 likewise imposes an affirmative obligation on the State of Montana to “maintain and improve a clean and healthful environment in Montana for present and future generations,” whereby the State’s legislature “shall provide for the administration and enforcement of this duty” and “provide adequate remedies to prevent unreasonable depletion and degradation of natural resources.”

As part of that constitutional obligation, the Montana legislature passed the Montana Environmental Policy Act (MEPA), requiring the State to conduct environmental reviews prior to permitting the extraction and consumption of fossil fuels.  However, in 2011, and again in 2023, the legislature amended MEPA to significantly limit the State’s ability to do so.  Resulting from this amendment — called the “MEPA Limitation” — Montana agencies stopped analyzing GHG emissions resulting from the use of fossil fuels, even though they were doing so before the law was passed. In 2023, the legislature also added a provision to MEPA – called the Judicial Prohibition – that prohibits courts from stopping fossil fuel projects even when there is a MEPA violation.

In 2020, 16 young Montanans sued the State of Montana, its Governor, the Montana Department of Environmental Quality, Department of Natural Resources & Conservation, Public Service Commission, and Department of Transportation (collectively, the “State” or “Montana”). Plaintiffs sought a declaration that would find the MEPA Limitation and Judicial Prohibition unconstitutional and sought to enjoin the State from implementing the laws.

After discovery, Held v. Montana progressed to the first climate trial in United States history. There, a Montana District Court found that the Montana Constitution includes a stable climate system in its right to a clean and healthful environment, that the plaintiffs had “standing” to bring the case, and that the MEPA limitation was unconstitutional. The Montana Supreme Court, in a 6-1 decision, affirmed in full.

In affirming, the Montana Supreme Court began their analysis by discussing the intent of the Framers of Montana’s Constitution — specifically, the intent behind Article II, Section 3 and Article IX, Section 1.  The Court held that Montana’s Framers intended the “right to a clean and healthful environment” to be anticipatory, all-encompassing, preventive, and provide the strongest protection of any constitution in the United States.  In fact, it was their intent to adopt the strongest language possible; Montana constitutional delegates wanted Article II, Section 3 and Article IX to “permit no degradation from the present environment.”  One delegate even said that merely maintaining a “survivable environment” would mean they had “lost the battle.”

The Supreme Court rejected the State’s argument that the Framers could not have intended to include global climate change within the right to a clean and healthful environment because it was not discussed in specificity.  Chief Justice McGrath, who authored the majority opinion, reasoned that the Framers were not required to “specifically envision[] an issue for it to be included in the rights enshrined in the Montana Constitution.”  Because the provisions were forward-looking and preventive, the Framers were not required to specifically discuss every environmental harm for the Montana Constitution to protect it.  Accordingly, the Court incorporated protections against climate change into Plaintiffs’ constitutional right to a clean and healthful environment.

In the U.S., Plaintiffs must present a justiciable case and met the requirements of case-or-controversy standing – including injury, causation, and redressability. The Supreme Court found that they did so. Importantly, as to the issue of causation, the Supreme Court rejected the State’s arguments that Montana was not responsible for Plaintiffs’ injuries and held that the state has a constitutional obligation to do its part to stop its contributions to climate change, regardless of what other governments do.

Because Plaintiffs had standing and the MEPA Limitation implicated the fundamental right to a clean and healthful environment, the Court held that “strict scrutiny” applied to an analysis of the MEPA Limitation.  In Montana, strict scrutiny required the State to prove that the MEPA Limitation was narrowly tailored to a compelling state interest and constituted the “least onerous path” to achieve the State’s objectives.

The State argued on appeal that it had a compelling interest in “balancing property rights with the right to live in a clean and healthful environment.”  However, it presented no evidence at trial that it had a compelling interest in defending the statutes or how the statutes protected property rights. Even if this interest rose to the level of “compelling,” the Court held that Montana failed to prove the MEPA Limitation was narrowly tailored to its interest.  According to the Supreme Court, “[t]he MEPA Limitation arbitrarily exclude[d] all activities from review of cumulative or secondary impacts from GHG emissions without regard to the nature or volume of the emissions absent a requirement by federal law.”  Accordingly, the MEPA Limitation failed strict scrutiny and was unconstitutional, and Montana was permanently enjoined from acting in accordance with the statute. The State did not appeal the ruling that the Judicial Limitation was unconstitutional and therefore, that part of the District Court’s order was affirmed and Montana is permanently enjoined from implementing that law too.

Enforcement of the Decision and Outcomes

This decision came with heavy opposition from Montana politicians, mainly those from the U.S. Republican Party.  Montana legislative officials warned the justices to “buckle up” after the decision was rendered, expressing that reforming the judiciary was a “top priority” for Republican lawmakers.  Montana attorney general Austin Knudsen called the decision disappointing and said the justices “ruled in favor of their ideologically aligned allies and ignored the fact that Montana has no power to impact the climate.”  However, Montana courts have a recent history of overturning laws passed by the Montana legislature on constitutional grounds, ranging from environmental protections to abortion access.

Even so, Montana agencies are now barred from acting in accordance with the MEPA Limitation and the Judicial Prohibition, and because this case relied on the Montana Constitution, appeal to the U.S. Supreme Court is unavailable.  The Montana Legislature may respond by revising procedural requirements for evaluating GHG emissions or allocating greater funding to the Department of Environmental Quality to facilitate such evaluations.  Moreover, corporations that extract or utilize fossil fuels must now consider the impact of GHG emissions before requesting approval for any further projects.

However, in Montana Environmental Information Center v. Montana Department of Environmental Quality — the first environmental protection case decided by the Montana Supreme Court post-Held — the Court refused to extend Held further.  The Court held that Montana is not required to analyze every potential state action for GHG emissions in every state action though it is required to analyze GHG emission when they would be significant.  In so holding, the Court found the DEQ had not complied with MEPA when issuing a permit for a “natural-gas-fueled power plant,” which had demonstrable impacts on GHG emissions and lighting in the State (though the court declined to vacate the permit).

The Court repeatedly reaffirmed Held and remanded the case for the Department of Environmental Quality to reconsider the project’s GHG emissions, so that such information could be disseminated to the greater Montana public.  Held affirms that Montana no longer has “a free pass to pollute the Montana environment just because the rest of the world insist[s] on doing so,” and Montana Environmental Information Center reaffirms that notion.  Held still provides significant protection for the environment in the future by preventing the State from arbitrarily engaging in projects with severe environmental effects without due consideration. It also made clear that there is already an unconstitutional level of GHG pollution in the atmosphere and every additional ton of climate pollution further degrades Montana’s constitutionally protected environment and natural resources and further injures the youth plaintiffs. This means Montana must take steps to reduce its GHG emissions going forward.

Significance of the Case

Montana is one of the six United States — including Hawai’i, Illinois, Pennsylvania, Massachusetts, and New York — that explicitly protects the environment in its state constitution, though many more constitutions contain protections for natural resources.  While the effect that Held v. State will have on the rest of the United States remains to be seen, particularly because the Court emphasized how the Montana Constitution provided the strongest protections for the environment in the entire country, the ruling, including the detailed findings of fact, will certainly be used as persuasive authority in other climate cases.

Montana Environmental Information Center indicates that the Montana Supreme Court intends to give the Department of Environmental Quality deference in how it reviews GHG emissions in the future, so long as its decision-making is not “arbitrary or capricious.”  But this does not constitute a “free pass,” as the Court said.  Requiring review of GHG emissions prior to approval of projects before the Department of Environmental Quality will have demonstrable effects on the environment of Montana specifically and prevent state officials from ignoring their affirmative obligations under the Montana Constitution. Moreover, the substantive permitting decisions from the agencies must be consistent with their affirmative constitutional obligation to “maintain and improve” Montana’s environment and natural resources.

Furthermore, “case-or-controversy standing” law in the United States presents another barrier from the enactment of similar lawsuits, though here again, Held sets important precedent.  In U.S. federal courts, as in Montana courts, advocates are prohibited from presenting “generalized grievances,” and must allege specific harms to have standing to sue.  In Held, the district court found that the plaintiffs, as children and youth, were experiencing particularized injuries to their physical and mental health, property, financial and property interests, and tribal practices and traditions sufficient to demonstrate standing. The Held standing analysis will be persuasive in other cases when plaintiffs need to prove standing for climate and air pollution injuries.  The U.S. Supreme Court has also found standing in the past for similar suits challenging adverse environmental regulations.  See, e.g., Duke Power Co. v. Carolina Environmental Study Group, Inc., 438 U.S. 59 (1978); Massachusetts v. Environmental Protection Agency, 549 U.S. 497 (2007).  Held may inspire advocates to challenge future regulations that harm the environment.

For their contributions, special thanks to ESCR-Net member: the Program on Human Rights and the Global Economy (PHRGE) at Northeastern University.