Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

AM Briefing

Energy Department Kills West Coast Hydrogen Hubs

On Tesla’s record, Britain’s backtracking, and an Antarctic ice warning

A hydrogen plant.
Heatmap Illustration/Getty Images

Current conditions: After walloping Bermuda with winds of up to 100 miles per hour, Hurricane Imelda is veering northeast away from the United States • While downgraded from a hurricane, Humberto is set to soak Ireland and the United Kingdom as Storm Amy in the coming days and bring winds of up to 90 miles per hour • Typhoon Matmo is strengthening as it hits the Philippines and barrels toward China.

THE TOP FIVE

1. Energy Department kills West Coast hydrogen hubs

The Department of Energy is canceling two regional hydrogen hubs in California and the Pacific Northwest as part of a broader rescinding of 321 grants worth $7.5 billion for projects nationwide. Going after the hydrogen hubs, which the oil and gas industry lobbied to keep open after President Donald Trump came back to office, “leaves the agency’s intentions for the remaining five hubs scattered throughout the Midwest, Midatlantic, Appalachia, the Great Plains, and Texas unclear,” Heatmap’s Emily Pontecorvo wrote yesterday.

The list of canceled projects that Emily got her hands on “does seem to confirm that blue state grants were the hardest hit,” she wrote. But, she found, “many would actually have benefitted Republican strongholds,” including a $20 million grant for a manufacturing plant in Texas that was slated to create 200 jobs.

2. Tesla hits a sales record

Tesla’s global deliveries rose 7% in the third quarter, hitting a new record as Americans rushed to buy electric vehicles before the federal tax credit expired on September 30. The automaker delivered 497,099 vehicles in the three months leading up to that date, up from 462,890 in the same period last year, according to the Financial Times. That was well above analyst forecasts of 444,000.

That may do little to turn around the headwinds blasting the EV giant. While the company benefited from buyers scrambling to tap the federal EV tax credit, Tesla sank to its lowest-ever share of the electric vehicle market in August as drivers flocked to offerings from other automakers. It’s not just a problem in the U.S. As Heatmap’s Matthew Zeitlin wrote last month, “Thanks to CEO Elon Musk’s association with right wing politics in the U.S. and abroad, and to fierce competition from Chinese EV leader BYD, Tesla’s sales have fallen dramatically in Europe. Globally, BYD overtook Tesla in sales last year.”

Get Heatmap AM directly in your inbox every morning:

* indicates required
  • 3. The British Tories vow to repeal landmark climate law

    Conservative leader Kemi Badenoch. Dan Kitwood/Getty Images

    Kemi Badenoch, the leader of the British Conservatives, has vowed to repeal the United Kingdom’s landmark climate law if her party, colloquially known as the Tories, wins the next election. Eliminating the Climate Change Act, passed almost unanimously under a Tory government in 2008, would dismantle controls on greenhouse gas emissions and remove what The Guardian described as “the cornerstone of green and energy policy for successive governments” for the past 17 years.

    The move rankled past Tory leaders. Former Prime Minister Theresa May condemned the campaign pledge as a “catastrophic mistake.” Calling it a “retrograde” step, she said that “while consensus is being tested, the science remains the same.” Alok Sharma, the former Tory minister who led the COP26 climate summit in Glasgow in 2021, told The Guardian in a separate article that a repeal risked “many tens of billions of pounds of private sector investment and accompanying jobs.”

    4. Antarctic sea ice shrinks to third-lowest winter peak

    Sea ice in Antarctica reached its third-smallest winter peak extent since satellite records began 47 years ago, according to a new analysis by Carbon Brief. Provisional data from the U.S. National Snow and Ice Data Center showed Antarctic sea ice reaching a winter maximum of just under 6.9 million square miles as of September 17. That’s nearly 350,000 square miles below the average between 1981 and 2010, the historical baseline against which recent changes in sea ice extent are compared. The “lengthening trend of lower Antarctic sea ice poses real concerns regarding stability and melting of the ice sheet,” one expert told the publication.

    The finding comes as a “groundbreaking” study the European Geosciences Union published Thursday in the journal Earth System Dynamics found that Antarctic sea ice has emerged as a key predictor of accelerated ocean warming. Using Earth system models and satellite images from 1980 to 2020, the researchers found higher sea ice extent enhances cloud cover, which has a cooling effect overall by reducing incoming solar radiation. As a result, ongoing sea ice loss is linked to larger reductions in clouds, stronger surface warming, and even more ocean heat uptake, accelerating the cycle.

    5. Duke Energy extends coal use in new electricity plan

    Duke Energy plans to meet surging demand for electricity by increasing its natural gas and battery capacity, keeping coal plants open for up to four years longer than previously estimated, and evaluating new sites for nuclear reactors. The 100-page biennial proposal published this week dials back plans for more renewables such as wind and solar. It also pushed back the earliest start date for a new reactor to 2037, declined to commit to either small modular reactors or large traditional units, and said the utility still needs extra protections against cost overruns before embarking on construction.

    In the meantime, the added years of coal burning “will result in millions of tons in additional greenhouse gases over the next decade when combined with other proposed changes to the utility’s fuel mix,” Inside Climate News reported. In a statement to Axios, North Carolina Governor Josh Stein, a Democrat, called on the state’s utilities commission to “require significant changes” and condemned Duke for “retreating from the state’s clean energy future.”

    THE KICKER

    New research by a team of scientists from the U.K. and New Zealand has found that new analytical methods could bolster conservation breeding programs by offering a better understanding of why eggs don’t hatch. The researchers used fluorescent dyes to discover that nearly 66% of 174 unhatched eggs examined in the study had been fertilized, whereas previous methods suggested that only 5.2% had been fertilized. “There are many different factors that contribute to breeding success,” Gary Ward, a co-author from the London-based ZSL Institute of Zoology, said in a statement, “and the more understanding we can have into why an egg might not hatch, the more we can refine our care for these birds and the better chance of recovery we can give them.”

    Green

    You’re out of free articles.

    Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
    To continue reading
    Create a free account or sign in to unlock more free articles.
    or
    Please enter an email address
    By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
    Electric Vehicles

    Why the Electric Toyota Highlander Matters

    The maker of the Prius is finally embracing batteries — just as the rest of the industry retreats.

    The 2027 Highlander.
    Heatmap Illustration/Toyota, Getty Images

    Selling an electric version of a widely known car model is no guarantee of success. Just look at the Ford F-150 Lightning, a great electric truck that, thanks to its high sticker price, soon will be no more. But the Toyota Highlander EV, announced Tuesday as a new vehicle for the 2027 model year, certainly has a chance to succeed given America’s love for cavernous SUVs.

    Highlander is Toyota’s flagship titan, a three-row SUV with loads of room for eight people. It doesn’t sell in quite the staggering numbers of the two-row RAV4, which became the third-best-selling vehicle of any kind in America last year. Still, the Highlander is so popular as a big family ride that Toyota recently introduced an even bigger version, the Grand Highlander. Now, at last, comes the battery-powered version. (It’s just called Highlander and not “Highlander EV,” by the way. The Highlander nameplate will be electric-only, while gas and hybrid SUVs will fly the Grand Highlander flag.)

    Keep reading...Show less
    Green
    Energy

    Democrats Should Embrace ‘Cleaner’ LNG, This Think Tank Says

    Third Way’s latest memo argues that climate politics must accept a harsh reality: natural gas isn’t going away anytime soon.

    A tree and a LNG boat.
    Heatmap Illustration/Getty Images

    It wasn’t that long ago that Democratic politicians would brag about growing oil and natural gas production. In 2014, President Obama boasted to Northwestern University students that “our 100-year supply of natural gas is a big factor in drawing jobs back to our shores;” two years earlier, Montana Governor Brian Schweitzer devoted a portion of his speech at the Democratic National Convention to explaining that “manufacturing jobs are coming back — not just because we’re producing a record amount of natural gas that’s lowering electricity prices, but because we have the best-trained, hardest-working labor force in the history of the world.”

    Third Way, the long tenured center-left group, would like to go back to those days.

    Keep reading...Show less
    Green
    AM Briefing

    The Nuclear Backstop

    On Equinor’s CCS squeamishness, Indian solar, and Orsted in Oz

    A nuclear power plant.
    Heatmap Illustration/Getty Images

    Current conditions: A foot of snow piled up on Hawaii's mountaintops • Fresh snow in parts of the Northeast’s highlands, from the New York Adirondacks to Vermont’s Green Mountains, could top 10 inches • The seismic swarm that rattled Iceland with more than 600 relatively low-level earthquakes over the course of two days has finally subsided.

    THE TOP FIVE

    1. New bipartisan bill aims to clear nuclear’s biggest remaining bottleneck

    Say what you will about President Donald Trump’s cuts to electric vehicles, renewables, and carbon capture, the administration has given the nuclear industry red-carpet treatment. The Department of Energy refashioned its in-house lender into a financing hub for novel nuclear projects. After saving the Biden-era nuclear funding from the One Big Beautiful Bill Act’s cleaver, the agency distributed hundreds of millions of dollars to specific small modular reactors and rolled out testing programs to speed up deployment of cutting-edge microreactors. The Department of Commerce brokered a deal with the Japanese government to provide the Westinghouse Electric Company with $80 billion to fund construction of up to 10 large-scale AP1000 reactors. But still, in private, I’m hearing from industry sources that utilities and developers want more financial protection against bankruptcy if something goes wrong. My sources tell me the Trump administration is resistant to providing companies with a blanket bailout if nuclear construction goes awry. But legislation in the Senate could step in to provide billions of dollars in federal backing for over-budget nuclear reactors. Senator Jim Risch, an Idaho Republican, previously introduced the Accelerating Reliable Capacity Act in 2024 to backstop nuclear developers still reeling from the bankruptcies associated with the last AP1000 buildout. This time, as E&E News noted, “he has a prominent Democrat as a partner.” Senator Ruben Gallego, an Arizona Democrat who stood out in 2024 by focusing his campaign’s energy platform on atomic energy and just recently put out an energy strategy document, co-sponsored the bill, which authorizes up to $3.6 billion to help offset cost overruns at three or more next-generation nuclear projects.

    Keep reading...Show less
    Green