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Climate

Volvo and Polestar Break Up

On Tesla and antifreeze, otters and crabs, and more.

Briefing image.

AM Briefing: An EV Breakup

Heatmap Illustration/Getty Images

Current conditions:“The largest storm of the season” is scheduled to make landfall tomorrow in California, which is fresh off one storm that dumped water across the state. The Spanish region of Catalonia has declared a state of emergency over its worst drought on record. Residents are protesting unprecedented water shortages in Mexico City, which is struggling after years of little rain.

THE TOP FIVE

1. Volvo splits with Polestar

Yesterday, Swedish automaker Volvo announced it is pulling funding from Polestar, its EV arm, which has struggled to gain a foothold in the market. As Jennifer Mossalgue reports in Electrek, Polestar is bleeding cash — it announced plans to cut 15% of its workforce last week, and needs a billion-dollar cash infusion over the next year to stay in business. Polestar will instead become the purview of Volvo parent company Geely, owned by Chinese billionaire Li Shufu.

2. Tesla settles lawsuit over water pollution

Yesterday, a judge in California's San Joaquin County ordered Tesla to pay $1.5 million to settle a lawsuit brought by more than two dozen counties, including Los Angeles and San Francisco, for mislabeling hazardous waste and sending it to landfills that could not accept the particular substances, including “paint materials, brake fluids, used batteries, antifreeze and diesel fuel.” The lawsuit alleged that at least 101 facilities violated California’s waste management laws, including the factory in Fremont. The electric vehicle-maker has had multiple previous tangles with the Environmental Protection Agency over pollution from its factories.

“While electric vehicles may benefit the environment, the manufacturing and servicing of these vehicles still generates many harmful waste streams,” said San Francisco District Attorney Brooke Jenkins in a press release. “Today’s settlement against Tesla, Inc. serves to provide a cleaner environment for citizens throughout the state by preventing the contamination of our precious natural resources when hazardous waste is mismanaged and unlawfully disposed.”

3. Democrats take on AI’s environmental impact

Sen. Markey at a Capitol Hill rally in 2021.Sen. Markey at a Capitol Hill rally in 2021.Chip Somodevilla/Getty Images

A group of Democratic lawmakers, led by Massachusetts Senator Ed Markey, introduced a bill that would direct the EPA to study the environmental impacts of artificial intelligence. It also asks the National Institute of Standards and Technology to set up a system to both measure and voluntarily report those impacts. AI, like crypto mining, is energy-intensive, but it’s difficult to tell just how that energy use impacts the environment without any measurement or reporting mechanism in place.

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  • 4. Rooftop solar’s woes continue

    Earlier this week the software company Aurora Solar laid off 20% of its 500-person staff, about a year after it raised $200 million in a Series D round.

    “Like many other companies in the solar industry, we’ve felt the effects of larger macroeconomic challenges, including higher interest rates and the impact of NEM 3.0 in California,” Aurora Solar told Tim De Chant at TechCrunch.

    NEM 3.0 is California’s latest iteration of a net metering regulation. Under the new structure, which came into effect in April of last year, compensation rates for solar customers in the state dropped by about 75%, which means rooftop solar is no longer the steal deal it once was.

    The news is the latest in a series of signs that the rooftop solar industry is in a tough spot at the moment — as Alana Semuels wrote in Time last week, more than 100 residential solar-related companies declared bankruptcy in 2023 alone.

    5. Otters are inadvertent erosion fighters

    Sea otters are playing a crucial role in stopping estuaries in California from eroding away, according to a delightfully-titled article in Nature. After conservation efforts succeeded in helping sea otter populations in the state rebound from the brink of extinction, researchers found that the animals were inadvertently stopping salt marshes like Monterey Bay’s Elkhorn Slough from washing away by eating the crabs that were picking at vegetation that keeps the sandy banks of the marsh together. Erosion in the areas where otters returned slowed from 30 centimeters a year to 10 centimeters a year.

    “It’s remarkable when you think about it,” Jane Watson, a community ecologist at Vancouver Island University in Nanaimo, Canada, told Nature’s Jude Coleman. “You can have a single animal, the sea otter, come in and through predation actually mitigate the effects of erosion.”

    THE KICKER

    It’s cloudy with a chance of flurries in Punxsutawney, PA, where the eponymous rodent is scheduled to make his prediction for Groundhog Day, and The Washington Post’s Kasha Patel has a story about it told entirely in verse. Punxsutawney Phil, Patel notes, has a bit of competition these days:

    “The National Weather Service issues seasonal outlooks based on computer models and science. They do not have a groundhog for reliance.”

    Yellow

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    Politics

    America Is Becoming a Low-Trust Society

    That means big, bad things for disaster relief — and for climate policy in general.

    A helping hand.
    Heatmap Illustration/Getty Images

    When Hurricanes Helene and Milton swept through the Southeast, small-government conservatives demanded fast and effective government service, in the form of relief operations organized by the Federal Emergency Management Agency. Yet even as the agency was scrambling to meet the need, it found itself targeted by far-right militias, who prevented it from doing its job because they had been led by cynical politicians to believe it wasn't doing its job.

    It’s almost a law of nature, or at least of politics, that when government does its job, few people notice — only when it screws up does everyone pay attention. While this is nothing new in itself, it has increasingly profound implications for the future of government-driven climate action. While that action comes in many forms and can be sold to the public in many ways, it depends on people having faith that when government steps in — whether to create new regulations, invest in new technologies, or provide benefits for climate-friendly choices — it knows what it’s doing and can accomplish its goals.

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    Blue
    Politics

    How Washington State’s Climate Legacy Wound Up on the Ballot

    After a decade of leadership, voters are poised to overturn two of its biggest achievements. What happened?

    Washington State and pollution.
    Heatmap Illustration/Getty Images

    Twenty years ago, you could still get away with calling Redmond, Washington, an equestrian town. White fences parceled off ranches and hobby farms where horses grazed under dripping evergreen trees; you could buy live chicks, alfalfa, and Stetson hats in stores downtown. It wasn’t even unusual for Redmond voters to send Republicans to represent their zip code in the state legislature, despite the city being located in blue King County.

    The Redmond of today, on the other hand, looks far more like what you’d expect from an affluent (and now staunchly progressive) suburb of Seattle. A cannabis dispensary with a pride flag and a “Black Lives Matter” sign in the window has replaced Work and Western Wear, and the new high-performing magnet school happens to share a name with one of the most popular cars in the neighborhood: Tesla. But Washington is a state full of contradictions, and among Redmond’s few remaining farms is one registered under the winkingly libertarian name of “Galt Valley Ranch LLC.” It belongs to a multimillionaire who has almost single-handedly bankrolled the most significant challenge yet to Washington’s standing as a national climate leader.

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    Green
    Climate

    AM Briefing: Up In Smoke

    On burning forests, the NFL, and climate anxiety

    Wildfire Emissions Are Skyrocketing
    Heatmap Illustration/Getty Images

    Current conditions: Fire weather in California has prompted intentional power cuts for more than 5,000 PG&E customers • Large parts of central and northern Italy are flooded after heavy rains • The eastern U.S. will see “tranquil and near seasonable” weather this weekend.

    THE TOP FIVE

    1. Forest fire CO2 emissions have skyrocketed since 2001

    Carbon emissions from forest fires have risen by 60% in two decades, according to a new study published in the journal Science. “We had to check the calculations because it’s such a big number,” Matthew Jones, the lead author of the report and a physical geographer at the University of East Anglia in England, toldThe New York Times. “It’s revealed something quite staggering.” The research specifically links this trend to climate change, which is creating hotter, drier conditions. Emissions from boreal forest fires in Canada and Siberia saw a particularly large increase between 2001 and 2023. In one type of boreal forest, emissions nearly tripled. The rise in emissions from forests – which normally serve as large carbon sinks – “poses a major challenge for global targets to tackle climate change,” the researchers said.

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    Yellow