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WINTER v. NATURAL RESOURCES DEFENSE COUNCIL, INC.

On appeal from the Ninth Circuit Court of Appeals.

Who is who?
Winter is the head of the United States Navy - which has been around almost as long as we have been a Republic - since 1794.

The Natural Resources Defense Council is an environmental action group that's been around since 1970. It is also very modest; its website proclaims: "NRDC is the nation's most effective environmental action group, combining the grassroots power of 1.2 million members and online activists with the courtroom clout and expertise of more than 350 lawyers, scientists and other professionals." The et al. with the NRDC also included Jean-Michael Cousteau, the documentary filmmaker and marine life advocate.

In this case, they represent the Whales.

What is this case about?
It is about a preliminary injunction and the legal standard courts use to grant one.

Great . . . what's a "preliminary injunction?"
An injunction is a court order to do, or not do, some act. Examples include an injunction that prevents a union from going on strike or stops construction of a highway. A preliminary injunction is an injunction that is intended to keep the status quo while the court decides the real issue.

What was the real issue?
The real issue was to what extent the US Navy needed to prepare an Environmental Impact statement as required by a law called National Environmental Policy Act of 1969, given that the Secretary of Defense gave it an "exemption" from a law called the Marine Mammal Protection Act.

The National Environmental Policy Act requires that all federal agencies (like the Navy) must, as much as is practicable, prepare environmental impact statements for major federal actions that affect the quality of the environment. The federal agency does not have to prepare an environmental impact statement if it does an environmental assessment that would show that the proposed action would not have a significant impact on the environment.

The Marine Mammal Protection Act forbids the harassing, hunting, capturing or killing of marine mammals. However, the Secretary of Defense may exempt actions from this statute that are necessary for national defense.

What happened that got this case to the Supreme Court?
As Justice Roberts wrote: it's complicated.

First, the Secretary of Defense, in January 2007, gave the Navy an exemption from the Marine Mammal Protection Act to conduct a series of training exercises in the Pacific off the coast of southern California. Those training exercises involve the use of mid-range active sonar.

Active sonar bounces sound off of underwater objects to determine the objects' location. For this reason, sonar particularly useful in detecting submarines. Diesel-electric submarines - which since WWII are the most common kind - are almost completely silent underwater. Active sonar is the most effective method for detecting them.

Sonar is also difficult to use. Sound travels faster through denser material. So, sound travels faster through cold water than through warm water, and it travels faster (and farther) in water than in air. Knowing the temperatures of the water and how the sound is reflected through that water is an important part of learning to use sonar.

The reason that the Secretary needed to give the Navy an exemption is that sonar is also very loud. There are two elements to measuring the output of the sonar (or any acoustic audio) - the power of the sound wave (decibels or dB) at a given distance to the sound generator (speaker). Mid-frequency sonar can be as loud as 235 dB at 1 meter. For your reference, 120 dB in air for a few minutes is enough sound to permanently damage human hearing. Decibels are an logarithmic measurement - for every 6 dB increase, the amount of sound doubles. So, 235 dB isn't twice as loud as 120 dB, its an order of magnitude greater. Nonetheless, as this article from Dr. Peter Madsen indicates, the same amount of dB in water does not necessarily carry the same intensity on a submerged ear. So 120 dB in water has much less intensity, and would not necessarily do the same kind of damage.

But, because sonar can injure marine mammals, and also because operators need to be trained in its use, the Navy needed an exemption from the Marine Mammal Protection Act because the animals could be injured or killed by these loud sounds. Even so, the exemption was limited. The Navy limited its own actions during its training exercises, a promised to:

  1. Train lookouts and officers to watch for marine mammals;
  2. Require at least five lookouts with binoculars on each vessel to watch for anomalies on the water surface (including marine mammals);
  3. Require aircraft and sonar operators to report detected marine mammals in the vicinity of the training exercises;
  4. Require reduction of active sonar transmission levels by 6 dB [halving the amount of sound] if a marine mammal is detected within 1,000 yards of the bow of the vessel, or by 10 dB [more than 1.5 times reduction] if detected within 500 yards;
  5. Require complete shutdown of active sonar transmission if a marine mammal is detected within 200 yards of the vessel;
  6. Require active sonar to be operated at the “lowest practicable level”; and
  7. Adopt coordination and reporting procedures.

Then, in Febuary 2007 (one month after it got the exemption from the Marine Mammal Protection Act), the Navy issued an environmental assessment on the training exercises. The assessment said that the Navy did not expect that there would be significant impact on the environment.

The assessment said that there had not been a reported incident in the last 40 years of training exercises. Only eight dolphins would be exposed to the greatest danger. While 274 beaked whales would be exposed to some danger (Level B; whatever that means) the Navy classified those as being in the greatest danger, out of an abundance of caution. The environmental assessment noted some large numbers: it said that there could be 564 injuries amoung marine mammals, over 100,000 behavioral disturbances, and roughly half of the 1,100 beaked whales livinig off the west coast could be injured.

Then, without preparing an environmental impact statement, the Navy began training exercises immediately.

The National Resources Defense Counsel sued. It complained that the Navy short-circuited the National Environmental Policy Act when it determined that it did not need to prepare an environmental impact statement. The National Resources Defense Counsel asked the district court to stop the Navy's exercises until an environmental impact statement was prepared.

What happened in the lower courts?
Initially, the district court gave a preliminary injunction to the environmentalists. This first injunction told the Navy it had to stop the training in active sonar at least until the court decided whether or not an environmental impact statement was required. The Navy appealed the injunction to the Ninth Circuit Court of Appeals, which reversed the district court. The Ninth Circuit concluded that the injunction prevented legitimate training.

On remand the district court gave it a second try and crafted a less intrusive injunction. The injunction permitted the exercises under if the Navy:

  1. imposed a 12-mile “exclusion zone” from the coastline;
  2. posted lookouts to conduct additional monitoring for marine mammals;
  3. restricted the use of “helicopter-dipping” sonar;
  4. limited the use of MFA sonar in geographic “choke points”;
  5. shut down MFA sonar when a marine mammal is spotted within 2,200 yards of a vessel; and
  6. powered down MFA sonar by 6 dB during significant surface ducting conditions, in which sound travels further than it otherwise would due to temperature differences in adjacent layers of water.

The Navy acquiesced to some of this injunction, but not all of it. The Navy concluded that the last two restrictions were too much trouble, and it appealed those determinations to the executive branch.

The executive branch determination was that the Navy was needed to do the training, and it could make alternative arraignments (ignore the injunction) because of the emergency circumstances presented by the case. The Navy asked the district court to abandon its injunction. The district court said no. And this time the Navy appealed to the Ninth Circuit.

On the second time around, the ninth circuit affirmed the two restrictions. The Ninth Circuit was unimpressed with the "emergency" the executive branch was claiming. It was an emergency of the Navy's own making by not preparing an environmental impact statement as it should have. The Navy appealed to the Supreme Court.

What did the Supreme Court do?

It reversed the ninth circuit. Five justices joined in a majority opinion, two justices concurred and two justices dissented.

How did the Court decide?

And preliminary injunction requires four things. First, the party asking for the injunction must be likely to succeed on the merits. Second, the party must show that, unless an injunction is issued, there will likely be irreparable harm. Third, the party must show that the "balance of the equities" goes in his favor. Fourth, the party must show that the injunction is in the public interest.

The Supreme Court analyzed the various requirements of the injuction. Let's look at what it said:

How well did the environmentalists prove the first requirement - likelihood of success?
The Supreme Court doesn't talk about the likelihood of success - so the Court doesn't address the issue of whether the Navy actually failed to follow the law.

How well did the environmentalists prove the second requirement - irreparable harm?
The appeals court and the district court had said that if the environmentalists showed a "possibility" of irreparable harm, then the injunction could be issued. That was the wrong standard. The right standard is that the irreparable harm is "likely." But, the Ninth Circuit Court of Appeals also said that there was a "near certainty" that the Navy's training would cause irreparable harm to the environment. That conclusion is still greater than irreparable harm is "likely." So getting this standard wrong doesn't hurt the environmentalists.

So, instead, the Court seemed entertain the idea that irreparable harm wasn't likely. The Court complains that sonar exercises have been going on for 40 years, only two of the six injunctive protections are challenged, and that the environmental assessment didn't say that irreparable harm was likely to happen. And then the Court abruptly decides it won't bother to reverse the lower courts on this issue either:

As explained in the next section, even if plaintiffs have shown irreparable injury from the Navy’s training exercises, any such injury is outweighed by the public interest and the Navy’s interest in effective, realistic training of its sailors. A proper consideration of these factors alone requires denial of the requested injunctive relief.

How well did the environmentalists prove the third and fourth elements - the balance of equities and the public interest?
Here's where it unravels for the environmentalists.

The Supreme Court notes that injunctions are special things - limited to times when an injunction is really needed. Injunctions are "extraordinary" remedies - not to be given lightly.

In this instance, the Supreme Court believed that the district court and the appeals court just didn't balance those equities the way it should. For non-lawyers, balancing the equities in this instance is shorthand for thinking about it really hard. In essence, when a court balances the equities it makes value judgments about what it thinks are important and what isn't important and then decides. Equities balancing is a quintessential judicial thing - its making a judgment call - in this case, its balancing the equities.

The Court explains why it thinks the equities are against the environmentalists in this instance. First, when the Navy brass says that it is so, courts should show some deference to their opinion. In this instance, the Navy emphasizes how important it is that its sonar operators train. It is not like riding a bicycle. The operators need to practice it to stay sharp. Second, protecting marine mammals is nice and all, but "whale watching trips, observ[ing] marine mammals underwater, conduct[ing] scientific research on marine mammals, and photograph[ing] these animals in their natural habitats" just can't compete with national security, i.e. protecting us against the hostile militaries of foreign governments. The President even said that this training is vital to national security.

It isn't just that the equities that are against the environmentalists. The public interest in a prepared military is much greater than some sea mammals out in the Pacific Ocean. The Court seems to be saying, "Sorry, humans are worth more than animals. Even when those animals are whales."

So how did the district court get it so wrong?
The district court, according to the Supreme Court, just didn't give serious consideration to the public interest factor. The district court barely discusses the issue - and the Supreme Court believes that this was its primary mistake.

So how did the Ninth Circuit get it wrong?
The court of appeals believed that the injunction would not harm the Navy's ability to train. It concluded that marine mammals are rarely sighted during these training exercises, and therefore, the Navy wouldn't have to shut down the sonar very often.

But the Supreme Court disagreed - the lower courts didn't give enough weight to the top Naval Officers that gave evidence that this would be disruptive.

What about the merits?
The Supreme Court doesn't address the merits, but it does warn the lower courts to be careful - should the environmentalists win their case, a permanent injunction that is like this temporary one would be too broad:

"Given that the ultimate legal claim is that the Navy must prepare an [environmental impact statement], not that it must cease sonar training, there is no basis for enjoining such training in a manner credibly alleged to pose a serious threat to national security. This is particularly true in light of the fact that the training has been going on for 40 years with no documented episode of harm to a marine mammal."

Five Justices agreed with the majority opinion, what about those other four justices?
Justices Breyer and Stevens agree on the reversal of the Court of Appeals - but on different grounds than the majority. Justice Breyer (joined by Stevens) writes that he would decide this case on a lack of evidence to support the two particular restrictions in the injunction that the Navy has chosen to challenge.

First, the environmental assessment covered the Navy's exercises as originally proposed. Not the exercises with the four new limitations. So there has been no comparison of this restriction relative to what the district court ordered and the restriction with the two heaviest impositions removed.

Second, the Navy put forward credible evidence that those two restrictions would seriously interfere with the important training exercises.

Third, the district court didn't explain why it rejected the Navy's contentions. Fourth, Justice Breyer believed the appeals court unconvincingly reasoned that the restrictions would not damage the Navy's ability to train.

Finally, during the first appeal, the appeals court held that the district court should narrow the injunction in such a way that the Navy could train. Justice Breyer believed that this was still true, thus, he would reverse the Ninth Circuit because the Navy made it abundantly clear it would not he able to effectively train under the district court's two restrictions. Justice Stevens agreed with him.

But, while Justice Stevens agreed with Justice Breyer on the reason that the injunction needed to be reversed, Justice Stevens didn't agree with Justice Breyer's fix.

What would Justice Breyer have done to fix the district court's injunction?

Justice Breyer would have approached the fix on this injunction in a completely different way than the majority opinion. The majority reversed the decision of the appeals court and eliminated the last two restrictions from the injunction entirely. In contrast, Justice Breyer would have kept part of the last two restrictions. The Court of Appeals modified the restrictions pending a decision by the Supreme Court. Justice Breyer thought that those modified restrictions were equitable, and he would have permitted the appeals court injunction to continue until the environmental impact statement is prepared in early 2009.

What about Justices Ginsberg and Souter?
They dissented. Justice Ginsberg wrote the dissent joined by Souter.

What's the dissent's problem?
The dissent has a different perspective on the equities in this case. The interests Justice Ginsberg is worried about two things. First, the Navy very likely broke the law when it failed to do an environmental impact statement before it conducted the exercises. Second, you can't buy back dead whales - monetary damages don't fix environmental harm. So in Justice Ginsberg's opinion, this injunction adequately balanced the equities and was not an abuse of the district court's discretion to craft this injunction. The Navy could have completely dodged the problem by simply doing an environmental import statement as the law requires.

Who will save the whales?
Saving the whales isn't so simple. Not when the lives of United State sailors are dependant on this potentially hazardous training.

There four great policy interests that clash in this case. The first two are the interest in protecting people vs. protecting the environment. The second two are the interest in expeditious decision making vs. opportunity for the public to be informed and able to comment on government actions.

For the majority, the navy's efforts to protect people, and the need for immediate training, exceeds the need to protect whales and the opportunity for the public to know what the navy is doing, and commenting on that. For the dissent, the importance of public comment and environmental protection are enought to justify a more restrictive injunction, regardless of the fact that the Government says the training is vital.

If you happen to be unhappy with this result - don't forget - the navy will conduct the exercises with a number of restrictions in place, including four of the six restrictions that the district court put in place.

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