Field Reference / Module 05 · Performance / Emissions & Compliance
Module 05

Emissions & Environmental Compliance

Fired heaters are major regulated emission sources on most refinery sites. This page covers the pollutants generated, how they form, what the operator can influence, and the compliance obligations that flow from environmental permits. All indicative limit values require verification against your site-specific permit document before use in operations.

Regulated pollutants

Four pollutant categories are regulated at most fired heater installations under federal and state environmental programmes. Each has a distinct formation pathway and a different set of operational levers available to the operator.

NOx
Nitrogen oxides (NO + NO₂)
Criteria pollutant

Formed during combustion primarily from atmospheric nitrogen reacting with oxygen at high flame temperatures. The dominant regulated pollutant in gas-fired heater emissions and the focus of most permit limit-setting.

Ozone precursor regulated under the NAAQS. Both NO and NO₂ are counted as NOₓ for compliance purposes.

CO
Carbon monoxide
Combustion quality indicator

Product of incomplete combustion. Elevated CO indicates oxygen deficiency, poor fuel/air mixing, or flame chilling. Directly toxic at elevated concentrations and a regulated air pollutant.

CO and NOₓ have opposing responses to excess air — this is the primary operational tradeoff in combustion management.

SO2
Sulphur dioxide
Fuel-dependent

Generated stoichiometrically from sulphur in the fuel. Essentially all fuel sulphur converts to SO₂ during combustion — operational controls have minimal effect unless fuel composition changes.

Control is via fuel sulphur specification, not combustion management. Fuel certification records are the primary compliance document.

PM
Particulate matter
Combustion quality indicator

Primarily unburned carbon (soot) from incomplete combustion, particularly during fuel oil operation. Visible black smoke from the stack is an exceedance indicator and often a reportable event in its own right.

Measured as opacity (% light extinction) in continuous monitoring, or as PM₁₀/PM₂.₅ mass rate during periodic stack testing.

CO₂ and GHG reporting
Carbon dioxide from combustion is not a criteria pollutant subject to NAAQS but is a greenhouse gas subject to mandatory annual reporting under EPA 40 CFR Part 98 for facilities emitting ≥25,000 tonnes CO₂e/year. Most refineries exceed this threshold as a facility. GHG reporting is separate from operating permit compliance — operators should confirm reporting obligations with their environmental team. CO₂ emission factors for refinery fuel gas vary with fuel composition and must be calculated from fuel analysis data.

NOₓ formation mechanisms

NOₓ is not a single phenomenon. Three distinct formation pathways contribute to total stack NOₓ, and understanding which mechanism dominates determines which operational levers are effective. In gas-fired process heaters, thermal NOₓ is dominant — typically 80–95% of total NOₓ.

Pathway 01 · Dominant
Thermal NOₓ
Formed when atmospheric nitrogen (N₂) reacts with oxygen at high flame temperatures via the Zeldovich mechanism. The formation rate is exponentially temperature-dependent, increasing sharply above approximately 1,500°C (2,700°F). Residence time in the high-temperature zone amplifies total formation.

Operator levers: reduce peak flame temperature via excess air increase or O₂ trim; reduce residence time in the hot zone. Low-NOₓ burners reduce thermal NOₓ through staged combustion and internal flue gas recirculation, which dilute the reaction zone.
80–95% of total NOₓ in gas-fired heaters
Pathway 02
Fuel NOₓ
Formed from nitrogen compounds chemically bound in the fuel. Less temperature-dependent than thermal NOₓ, but increases proportionally with fuel nitrogen content. Refinery fuel gas typically has low nitrogen content; fuel oil can be significantly higher.

Operator levers: limited. Staged combustion (sub-stoichiometric primary zone) can suppress conversion to NOₓ. Fuel specification and sourcing is the primary control mechanism.
Minor in gas firing · significant in fuel oil operation
Pathway 03
Prompt NOₓ
Formed in the fuel-rich reaction zone via the Fenimore mechanism — hydrocarbon radicals react with molecular nitrogen to form intermediate nitrogen species that ultimately oxidise to NO. The pathway is fast but limited in total magnitude.

Operator levers: minimal. Prompt NOₓ is inherent to hydrocarbon combustion chemistry and is not practically reducible through field operating adjustments.
Typically <5% of total NOₓ in process heaters
The NOₓ/CO tradeoff — do not chase NOₓ below the established window
Increasing excess air reduces flame temperature and suppresses thermal NOₓ, while also providing more oxygen for complete CO oxidation. Decreasing excess air toward stoichiometric increases NOₓ but also increases CO risk. The optimal operating window — minimum NOₓ consistent with acceptable CO — is established during commissioning and recorded in the unit's operating limits. Operators should not reduce excess air below this window to chase NOₓ reduction without engineering authorisation. Doing so trades a slower compliance problem for an immediate combustion safety risk.

CO as a combustion quality indicator

Carbon monoxide is the most operationally immediate emissions parameter. Unlike NOₓ, which responds gradually to setpoint changes, CO can spike rapidly with any deterioration in combustion quality. Stack CO monitors or CEMS provide near-real-time feedback — elevated readings demand prompt investigation, not just logging.

Elevated CO — Causes and Operator Response
Condition Mechanism Operator action
Low O₂ / insufficient excess air Oxygen starved — incomplete oxidation of CO to CO₂ Increase air register opening; open arch damper; monitor flue gas O₂ to target range
Burner tip fouling or misalignment Poor fuel/air mixing; localised fuel-rich zones Inspect tips and registers; adjust register positions; schedule maintenance if persistent
Flame impingement on tubes or refractory Flame chilling — CO oxidation quenched before completion Adjust burner pattern; check for tip damage, erosion, or misalignment
Air infiltration through casing Cold dilution air stratifies with flue gas; local O₂-deficient pockets Inspect casing seals, peepholes, and observation doors; verify draft control
Fuel gas composition change Higher hydrocarbons or H₂S shifts stoichiometric air requirement Recalculate excess air target for new composition; notify engineering if Wobbe Index shifts significantly
Partial burner outage Remaining burners fire richer to maintain COT; mixing degraded Investigate cause of outage; do not over-fire remaining burners; consult shift supervisor
CO accumulation hazard in and around the heater structure
CO from flue gas or firebox leaks can accumulate in low-lying or semi-enclosed areas of the heater structure — particularly the sub-firebox area, convection section access platforms, and adjacent pipeways. Any personnel entry into or near the firebox, flue gas ducting, or convection section requires continuous atmospheric monitoring for CO alongside O₂. Do not rely on odour, visual cues, or discomfort — CO is colourless, odourless, and asphyxiating without warning.

Stack monitoring equipment

Most environmental permits require either continuous emissions monitoring (CEMS) or periodic stack testing to demonstrate compliance. The equipment type required, validation frequency, and data quality objectives are all specified in the facility operating permit.

Monitoring Equipment — Types and Operational Application
Equipment Measures Output Notes
CEMS
Continuous Emissions Monitoring System
NOₓ, CO, SO₂, O₂, volumetric flow; some include CO₂ and moisture Real-time ppm and mass rate (lb/hr or kg/hr); integrated to DAS for compliance record Required for major sources under Title V. Subject to EPA PS-2 through PS-7 performance specifications. RATA (Relative Accuracy Test Audit) required periodically.
Opacity monitor (COMS)
Continuous Opacity Monitoring System
% opacity of stack plume via light transmittance across the stack % opacity averaged over 6-minute blocks; equivalent to EPA Method 9 Primary continuous indicator for particulate compliance. Opacity >20% is typically a permit exceedance requiring immediate investigation and reporting.
Portable analyser O₂, CO, NOₓ, CO₂, SO₂, combustibles (electrochemical and NDIR sensors) Field ppm and % readings — not a compliance instrument unless permit-specified Used for combustion tuning, troubleshooting, and cross-checking CEMS. Calibration records required. Results do not substitute for CEMS data in compliance reports.
Stack test (EPA Reference Method) Pollutant-specific: PM (Method 5), NOₓ (Method 7E), SO₂ (Method 6C), and others per permit Mass emission rate (lb/mmBTU or g/GJ) integrated over the test run Required periodically per permit schedule, or after major modification. Three test runs at representative operating conditions. Test contractor must be pre-approved in some jurisdictions.
CEMS downtime — data substitution and notification
When CEMS is unavailable due to instrument downtime or scheduled maintenance, data substitution rules defined in the permit apply. These typically require substituting the highest value observed in the most recent valid operating period or a conservative permit-specified default. Planned CEMS downtime may require prior permit notification. Operators must notify the environmental team immediately when CEMS goes offline and document all downtime periods with start/end times and reason code in the DAS.

Environmental permit limits

Permit limits for fired heaters are site-specific and vary with heater size, technology vintage, BACT/LAER determination, and applicable state regulation. The values below are indicative industry ranges only — they are not a substitute for your operating permit. All values require verification before operational use.

Indicative values only — verify all limits against your site permit
The figures below represent typical ranges for US refinery fired heaters circa 2015–2025. Actual permit limits depend on heater heat release, burner technology, permit vintage, BACT determination, and state SIP requirements. Older units may have higher allowances; heaters in non-attainment areas may have significantly lower limits. Operating to these indicative figures does not constitute permit compliance.
Indicative Permit Limit Ranges — Gas-Fired Process Heaters
Pollutant Reference basis New / ULNB unit (indicative) Existing unit (indicative) Averaging period
NOₓ ppm @ 3% O₂ dry; or lb/mmBTU 0.02–0.04 lb/mmBTU
≈ 10–20 ppm
0.06–0.10 lb/mmBTU
≈ 30–50 ppm
Rolling 30-day average or 3-hour block
CO ppm @ 3% O₂ dry; or lb/mmBTU 50–100 ppm 50–200 ppm Rolling 30-day average or 3-hour block
SO₂ Derived from fuel sulphur spec Fuel spec dependent Fuel spec dependent Often 30-day rolling; varies
Opacity % light extinction (COMS) <10% (6-min avg) <20% (6-min avg) 6-minute block average
PM₁₀ lb/mmBTU (stack test) 0.01–0.03 lb/mmBTU 0.03–0.06 lb/mmBTU Stack test average (3 runs)

Title V compliance framework

US refineries typically operate under Title V operating permits issued under Clean Air Act §502 / 40 CFR Part 70. These are facility-wide consolidated permits that incorporate all applicable federal and state requirements for each emission unit on site. The fired heater appears as a specific emission unit (EU) within the permit.

Title V Operating Permit — Key Elements for Operators
Clean Air Act §502 · 40 CFR Part 70
Permit element What it means for operations
Emission unit (EU) identifier Each fired heater is designated as a specific EU in the permit. Emission limits, monitoring requirements, and operational restrictions are tied to that EU ID. Operators must know the EU designation for every heater on their unit.
Applicable requirements The permit consolidates all federal NSPS (New Source Performance Standards), NESHAP, and MACT standards alongside state requirements. NSPS Subpart J or Subpart Ja typically applies to refinery process heaters depending on construction date.
Operational restrictions and caps May include maximum heat input rate (mmBTU/hr), maximum annual fuel throughput, fuel type restrictions, or operating hour caps. Operating outside these restrictions — even briefly — can constitute a permit violation independent of emission levels.
Monitoring, recordkeeping and reporting (MRR) Specifies what must be measured, at what frequency, in what format, and when reports must be submitted to the regulatory agency. The permit's MRR conditions are legally binding. Operators must understand which MRR requirements attach to their specific heater EU.
Permit modifications Planned changes to heater operation, fuel type, heat input rate, or control equipment may require a minor or significant permit modification before the change is made. Confirm with the environmental team before making any operational change outside established permit conditions.
Permit renewal cycle Title V permits are renewed every 5 years. During renewal, new BACT/LAER determinations may be required for any modifications made during the permit period. Late renewal applications must be submitted before permit expiry to maintain operating authority.

Exceedance — recognition and reporting

A permit exceedance occurs when a monitored parameter exceeds its permit limit for the applicable averaging period. The operator's obligations are to recognise it promptly, take corrective action, and ensure it is reported to the regulatory authority within the timeframe specified in the permit. Failure to report is treated as a separate and often more serious violation.

🔴
An unreported exceedance carries greater regulatory liability than the exceedance itself
A permit exceedance that is identified, promptly reported, investigated, and corrected is a defensible compliance event with known enforcement outcomes. An exceedance that is concealed, under-reported, or not reported within the required timeframe is a separate violation — one that significantly increases enforcement risk and potential criminal liability for personnel involved. When in doubt, report.
Exceedance Response Procedure
Type: Environmental Compliance Steps: 8
01
Confirm the reading is a genuine exceedance
Check CEMS readings against the applicable permit limit and averaging period. Verify the instrument is not in calibration, maintenance, or known fault mode. Cross-check with portable analyser if available. Document the parameter value and exact time of identification.
02
Notify shift supervisor and environmental team immediately
Do not wait for root cause confirmation before notifying. Many permits require initial verbal notification within 2 hours of identification. Record time of notification in the shift log.
03
Take corrective action to bring emissions back within limit
Adjust combustion parameters: for CO or opacity exceedances, increase excess air; for NOₓ, check O₂ trim and review recent changes to operating conditions. Avoid rapid large changes that could destabilise combustion or cause a BMS trip. Log all adjustments and the CEMS response in real time.
04
Log all CEMS data and operator actions continuously
The DAS records automatically, but supplement with manual log entries at each step — emission values, timestamps, control actions, communications, and personnel involved. This record is a legal document and will form the basis of any deviation report submitted to the regulator.
05
Preserve CEMS data — do not adjust instruments without authorisation
Do not perform CEMS calibration, zero/span adjustment, or any maintenance that would modify or overwrite the data record during or immediately following an exceedance without explicit authorisation from the environmental team. Data integrity during a compliance event is paramount.
06
Confirm written deviation report deadline with environmental team
Permits typically require a written deviation report within 30 days of the end of the reporting period, or within a shorter timeframe for acute events. The environmental team owns this obligation — operators must ensure they have been reached and have confirmed the deadline.
07
Complete root cause investigation
Identify whether the cause was equipment condition, operating conditions, fuel composition change, or procedural deviation. Document root cause and corrective/preventive actions in the site CMMS or incident management system. Environmental team will require this for the deviation report and any regulatory inquiry.
08
Close out — confirm resolution and update compliance records
Confirm CEMS is back within limit and stable. Update the permit compliance log with exceedance duration, peak value, and resolution summary. Assess whether corrective action was sufficient or whether an engineering change or procedure update is required to prevent recurrence.

Operational levers — emissions management

The following summarises the primary field adjustments available to the operator and their effect on each regulated pollutant. Note the opposing NOₓ/CO response to excess air changes — the dominant constraint in day-to-day combustion management.

Operating Adjustment vs. Pollutant Effect
Adjustment NOₓ CO SO₂ Opacity / PM
↑ Increase excess air ↓ Decreases — lower flame temperature reduces thermal NOₓ formation ↓ Decreases — more O₂ available for complete oxidation No effect ↓ Decreases — better combustion completeness
↓ Decrease excess air toward stoichiometric ↑ Increases — higher flame temperature ↑ Risk increases — insufficient O₂ No effect ↑ Risk increases — incomplete combustion
↓ Reduce firing rate ↓ Decreases — lower heat release, lower flame temperature Neutral if air adjusted proportionally Proportional reduction with fuel rate Proportional reduction
Low-NOₓ burner at correct register position ↓↓ Significant — staged combustion reduces peak flame temperature and NOₓ formation zone Neutral if correctly commissioned and tuned No effect Neutral
Fuel switch: gas → fuel oil ↑ Fuel NOₓ increases with nitrogen content of oil ↑ Risk increases if atomisation or mixing is poor ↑↑ Sulphur content typically much higher than gas ↑↑ Soot and unburned carbon significantly higher
Improved O₂ trim control (tighter setpoint) ↓ More consistent NOₓ; avoids inadvertent over-air spikes ↓ Avoids under-air episodes No effect ↓ More consistent combustion completeness

Recordkeeping and reporting — operator responsibilities

The specific MRR (Monitoring, Recordkeeping, and Reporting) obligations are defined in the operating permit. The table below represents a minimum framework; confirm exact requirements with the environmental team for each specific heater EU.

Emissions Recordkeeping — Operator Minimum Framework
Record type Frequency / trigger Retention Notes
CEMS hourly averages (NOₓ, CO, SO₂, O₂, stack flow) Continuous — DAS generated 5 years Operator verifies DAS operational status each shift; documents any gaps
CEMS daily calibration drift checks Each calendar day of operation 5 years Zero/span drift must remain within EPA Performance Specification limits; out-of-control periods require data flagging
Opacity monitor 6-minute block averages Continuous — COMS generated 5 years Visible emissions observation records (EPA Method 22) required when COMS is offline
Fuel gas usage and heat input (mmBTU/hr or daily) Per shift or daily 5 years Required to calculate lb/mmBTU emission rates and annual mass emissions totals for permit compliance demonstration
Fuel sulphur content (if SO₂ not CEMS-monitored) Per delivery or monthly composite 5 years Supplier certificates of analysis acceptable under most permit conditions; must match the fuel stream actually fired
Exceedance and deviation event records Event-triggered 5 years Must include: date, start/end time, duration, parameter exceeded, magnitude, probable cause, and corrective action taken
Quarterly deviation reports (semi-annual or annual in some states) Per permit schedule 5 years Submitted by environmental team; operators provide operating data, CEMS summaries, and event records as input
Annual compliance certification Annual (date per permit) 5 years Responsible official sign-off confirming permit compliance. Operators must ensure their records support certification accuracy.

Related Pages

← Thermal Efficiency Performance Monitoring →