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AM Briefing

Ford May Ditch its Electric F-150

On ‘critical’ coal, data center costs, and recycled metals

The F-150 Lightning.
Heatmap Illustration/Getty Images

Current conditions: Typhoon Kalmaegi is slamming into Vietnam after leaving more than 110 dead in the Philippines • Temperatures are plunging 15 degrees Fahrenheit on average across the eastern half of the United States, bringing the season’s first snowfall in many places • A barrage of autumn storms are set to deluge parts of the Pacific Northwest with up to 8 inches of rain.

THE TOP FIVE

1. Ford swerves on the electric F-150

Ford may be veering away from the zero-emissions model of the pickup that spent nearly a half-century as America’s most popular passenger vehicle. Executives at the Detroit giant “are in active discussions about scrapping the electric version of its F-150 pickup,” The Wall Street Journal reported Thursday, declaring the discontinuation “America’s first major EV casualty.” When Ford first unveiled the truck in 2022, the company compared the Lightning to its Model T. But with $13 billion in losses since 2023, and overall electric vehicles sales falling since Congress ended the federal credit in September, the sleek Space Age-looking pickup has looked less likely to take off. “The demand is just not there” for F-150 Lightning and other full-size trucks, Adam Kraushaar, owner of Lester Glenn Auto Group in New Jersey, told the newspaper. “We don’t order a lot of them because we don’t sell them.”

The mood is rosier over at the nation’s electric vehicle champion. Despite slipping market share and plunging profits, Tesla shareholders overwhelmingly approved a new pay package for chief executive Elon Musk worth upward of $1 trillion over 10 years if the company manages to hit certain benchmarks, such as selling 1 million humanoid robots.

2. Interior Department pauses layoffs

The Department of the Interior has halted plans to “imminently” pink slip as many as 2,000 agency staffers for the duration of the federal government shutdown, court documents E&E News published Thursday revealed. In a statement to the U.S. District Court for the Northern District of California, the agency’s chief human resources official said Interior “has no plans” for imminent layoffs.

White House budget chief Russ Vought has sought to use the shutdown as a tool to slash funding or personnel in vast swaths of the federal bureaucracy, as Heatmap’s Matthew Zeitlin wrote. But unions sued and, last month, a federal judge temporarily blocked the cuts from beginning.

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  • 3. Trump names coal a critical mineral

    Take a look at this Google Trends graph charting out the popularity of “critical minerals.” The term historically applied to the metals such as lithium, rare earths, and cobalt that were needed for modern energy and weapons manufacturing shot up in usage after 2023.

    A chart showing the popularity of "critical minerals" as a Google search term. Google Trends

    Now, the Trump administration wants to broaden its definition to include a commodity that, unlike those other rocks, plays a necessarily vanishing role in the transition to cleaner energy. The U.S. Geological Survey added metallurgical coal along with potash, rhenium, silicon, and lead to the federal government’s list of critical minerals, alongside more predictable additions such as uranium, copper, and silver. The list, as Bloomberg noted, “dictates what commodities are included” in trade probes the Trump administration is carrying out. The administration has taken an aggressive approach toward securing new sources of minerals China controls, including signing a landmark deal with Australia last month.

    4. Michigan approves its first new tariffs on data centers

    The Michigan Public Service Commission greenlit new levies on data centers to avoid saddling ratepayers with the cost of supplying energy-thirsty server farms with enough electricity. The ruling came in response to a petition from the utility Consumers Energy requesting permission to implement tariffs on large-load customers such as the server farms providing the computing for artificial intelligence and cryptocurrency mining. Environmental groups, including the Natural Resources Defense Council and the Sierra Club, argued on behalf of stronger protections for consumers against paying for tech giants’ computing centers. It’s part of what Heatmap’s Jael Holzman described as “the techlash,” blowback to tech infrastructure that’s so widespread at the moment, polling Heatmap’s Pro service conducted found more than half the country considered data centers unwelcome near their homes.

    5. Redwood Materials starts up production

    Redwood Materials has started up its $3.5 billion South Carolina factory capable of recycling 20,000 metric tons of critical minerals (not coal, though) from old electric vehicle batteries, Bloomberg reported. The move comes as the company, founded by Tesla cofounder JB Straubel, opened a recycling plant in Sparks, Nevada, which collects 60,000 tons of minerals annually, including rare metals such as cobalt.

    THE KICKER

    Three new species of an unusual group of African toads skip the tadpole phase and give birth to live, squirming babies. “It’s common knowledge that frogs grow from tadpoles — it’s one of the classic metamorphosis paradigms in biology. But the nearly 8,000 frog species actually have a wide variety of reproductive modes, many of which don’t closely resemble that famous story,said Mark D. Scherz, an associate professor and co-author of the study from Natural History Museum Denmark, a coauthor on the study.

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    AM Briefing

    Mercury Rules in Retrograde

    On the real copper gap, Illinois’ atomic mojo, and offshore headwinds

    Smokestacks.
    Heatmap Illustration/Getty Images

    Current conditions: The deadliest avalanche in modern California history killed at least eight skiers near Lake Tahoe • Strong winds are raising the wildfire risk across vast swaths of the northern Plains, from Montana to the Dakotas, and the Southwest, especially New Mexico, Texas, and Oklahoma • Nairobi is bracing for days more of rain as the Kenyan capital battles severe flooding.

    THE TOP FIVE

    1. After nuking carbon regulations, EPA guts mercury limits on coal plants

    Last week, the Environmental Protection Agency repealed the “endangerment finding” that undergirds all federal greenhouse gas regulations, effectively eliminating the justification for curbs on carbon dioxide from tailpipes or smokestacks. That was great news for the nation’s shrinking fleet of coal-fired power plants. Now there’s even more help on the way from the Trump administration. The agency plans to curb rules on how much hazard pollutants, including mercury, coal plants are allowed to emit, The New York Times reported Wednesday, citing leaked internal documents. Senior EPA officials are reportedly expected to announce the regulatory change during a trip to Louisville, Kentucky on Friday. While coal plant owners will no doubt welcome less restrictive regulations, the effort may not do much to keep some of the nation’s dirtiest stations running. Despite the Trump administration’s orders to keep coal generators open past retirement, as Heatmap’s Matthew Zeitlin wrote in November, the plants keep breaking down.

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    Ideas

    The Energy Transition Won’t Work Without Coal Towns

    A senior scholar at Columbia University’s Center on Global Energy Policy on what Trump has lost by dismantling Biden’s energy resilience strategy.

    Joe Biden inside a coal miner.
    Heatmap Illustration/Getty Images

    A fossil fuel superpower cannot sustain deep emissions reductions if doing so drives up costs for vulnerable consumers, undercuts strategic domestic industries, or threatens the survival of communities that depend on fossil fuel production. That makes America’s climate problem an economic problem.

    Or at least that was the theory behind Biden-era climate policy. The agenda embedded in major legislation — including the Infrastructure Investment and Jobs Act and the Inflation Reduction Act — combined direct emissions-reduction tools like clean energy tax credits with a broader set of policies aimed at reshaping the U.S. economy to support long-term decarbonization. At a minimum, this mix of emissions-reducing and transformation-inducing policies promised a valuable test of political economy: whether sustained investments in both clean energy industries and in the most vulnerable households and communities could help build the economic and institutional foundations for a faster and less disruptive energy transition.

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    Energy

    Trump’s One Big Beautiful Blow to the EV Supply Chain

    New data from the Clean Investment Monitor shows the first year-over-year quarterly decline since the project began.

    Cutting an EV charging cord.
    Heatmap Illustration/Getty Images

    Investment in the clean economy is flagging — and the electric vehicle supply chain is taking the biggest hit.

    The Clean Investment Monitor, a project by the Rhodium Group and the Massachusetts Institute of Technology’s Center for Energy and Environmental Policy Research that tracks spending on the energy transition, found that total investment in clean technology in the last three months of 2025 was $60 billion. That compares to $68 billion in the fourth quarter of 2024 and $79 billion in the third quarter of last year. While total clean investment in 2025 was $277 billion — the highest the group has ever recorded — the fourth quarter of 2025 was the first time since the Clean Investment Monitor began tracking that the numbers fell compared to the same quarter the year before.

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