Sign In or Create an Account.

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

AM Briefing

Trump’s Endangerment Finding Repeal Invites a Storm of Lawsuits

On Ohio’s renewables ban, China’s emissions, and Israeli nuclear

Donald Trump.
Heatmap Illustration/Getty Images

Current conditions: It looks like rain on Valentine’s Day across the South • Storm Nils is battering France with heavy rain and gales of up to 100 miles per hour • A Northeast Monsoon, known locally as an Amihan, is flooding the northern Philippine island of Luzon, threatening mudslides.

THE TOP FIVE

1. Trump formally repeals the rule undergirding all federal climate policy

President Donald Trump has done what he didn’t dare attempt during his first term, repealing the finding that provided the legal basis for virtually all federal regulations to curb greenhouse gas emissions. By rescinding the 2009 “endangerment finding,” which established that planet-heating emissions harm human health and therefore qualify for restrictions under the Clean Air Act, the Trump administration hopes to unwind all rules on pollution from tailpipes, trucks, power plants, pipelines, and drilling sites all in one fell swoop. “This is about as big as it gets,” Trump said alongside Environmental Protection Agency Administrator Lee Zeldin at a White House event Thursday.

The repeal, which is sure to face legal challenges, opens up what Reuters called a new front in the legal wars over climate change. Until now, the Supreme Court had declined to hear so-called public nuisance cases brought by activists against fossil fuel companies on the grounds that the legal question of emissions was being sorted out through federal regulations. By eliminating those rules outright, litigants could once again have new standing to sue over greenhouse gas emissions. To catch up on the endangerment finding in general, Heatmap’s Robinson Meyer and Emily Pontecorvo put together a handy explainer here.

2. Ohio weighs a bill that would kill off wind and solar projects

A bill winding its way through Ohio’s Republican-controlled state legislature would put new restrictions on development of wind and solar projects. The state already makes solar and wind developers jump over what Canary Media called extra hurdles that “don’t apply to fossil-fueled or nuclear power plants, including counties’ ability to ban projects.” For example, siting authorities defer to local opposition on renewable energy but “grant opponents little say over where drilling rigs and fracking waste can go.”

The new legislation would make it state policy “in all cases” for new power plants to “employ affordable, reliable, and clean energy sources.” What qualifies as “affordable, reliable, and clean”? Pretty much everything except wind and solar, potentially creating a total embargo on the energy sources at any utility scale. The legislation mirrors a generic bill promoted to states by the American Legislative Exchange Council, a right-wing policy shop.

Get Heatmap AM directly in your inbox every morning:

* indicates required
  • 3. China’s flat-or-falling emissions trend keeps going

    China’s carbon dioxide emissions fell by 1% in the last three months of 2025, amounting to a 0.3% drop for the full year. That’s according to a new analysis by Carbon Brief. The decline extends the “flat or falling” trend in China’s emissions that started in March 2024 and has now lasted nearly two years. Emissions from fossil fuels actually increased by 0.1%, but pollution from cement plunged 7%. While the grid remains heavily reliant on coal, solar output soared by 43% last year compared to 2024. Wind grew by 14% and nuclear by 8%. All of that allowed coal generation to fall by 1.9%.

    At least one sector saw a spike in emissions: Chemicals, which saw emissions grow 12%. Most experts interviewed in Heatmap’s Insiders Survey said they viewed China has a climate “hero” for its emissions cuts. But an overhaul to the country’s electricity markets yielded a decline in solar growth last year that’s expected to stretch into this year.

    Sign up to receive Heatmap AM in your inbox every morning:

    * indicates required
  • 4. Rivian’s stock surges on the promise of a 50% hike in deliveries

    Rivian Automotive’s shares surged nearly 15% in after-hours trading Thursday when the electric automaker announced earnings that beat Wall Street’s expectations. While it cautioned that it would continue losing money ahead of the launch of its next-generation R2 mid-size SUV, the company said it would deliver 62,000 to 67,000 vehicles in 2026, up 47% to 59% compared with 2025. Rivian CEO RJ Scaringe told CNBC that the R2 would make up the “majority of the volume” of the business by the end of next year. He told investors 2025 was a “foundational year” for the company, but that 2026 would be “an inflection point.”

    Another clean energy company is now hot on the stock market. SOLV Energy, a solar and battery storage construction contractor, secured market capitalization eclipsing $6 billion in the two days since it started trading on the Nasdaq. The company, according to Latitude Media, is “the first pure-play solar and storage” company in the engineering, procurement, and construction sector of the industry to go public since 2008.

    5. U.S. is planning to build a nuclear-powered industrial park in Israel

    A file photo of Israel's nuclear reactor at the Dimona research complex.Getty Images

    Israel has never confirmed that it has nuclear weapons, but it’s widely believed to have completed its first operating warhead in the 1960s. Rather than give up its strategic ambiguity over its arsenal, Israel instead forfeited the development of civilian nuclear energy, which would have required opening up its weapons program to the scrutiny of regulators at the United Nations’ International Atomic Energy Agency. That apparently won’t stop the U.S. from building a reactor in Israel to power a joint industrial complex. Washington plans to develop a campus with an advanced microchip factory and data centers that would be powered by a small modular reactor, NucNet reported. So-called SMRs have yet to be built at a commercial scale anywhere in the world. But the U.S. government is betting that smaller, less powerful reactors purchased in packs can bring down the cost of building nuclear plants and appeal to fearful skeptics as a novel spin on the older technology.

    In reality, SMRs are based on a range of designs, some of which closely mirror traditional, large-scale reactors but for the power output, and a growing chorus of critics say the economies of scale are needed to make nuclear projects pencil out. But the true value of SMRs is for off-grid power. As I wrote last week for Heatmap, if the U.S. government wants it for some national security concern, the price doesn’t matter as much.


    THE KICKER

    Of all the fusion companies racing to build the first power plant, Helion’s promise of commercial electricity before the end of the decade has raised eyebrows for its ambition. But the company has hit a milestone. On Friday morning, Helion’s Polaris prototype became the first privately developed fusion reactor to use a deuterium-tritium fuel source. The machine also set a record with plasma temperatures 150 million degrees Celsius, smashing its own previous record of 100 million degrees with an earlier iteration of Helion’s reactor.

    Editor’s note: This story has been updated to replace several items from August that ran by mistake.

    Blue

    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
    AM Briefing

    Nuclear Beginnings

    On lithium demand, coal, and compressed air energy storage

    A TerraPower facility.
    Heatmap Illustration/Getty Images

    Current conditions: May-like warmth is sending temperatures across the Midwest and Northeast up to 25 degrees Fahrenheit above historical averages • Dangerous rip currents are yanking at Florida’s Atlantic coast • South Africa’s Northern Cape is bracing for what’s locally known as an orange-level 5 storm bringing intense flooding.

    THE TOP FIVE

    1. NRC gives Bill Gates’ nuclear startup the green light on construction

    The Nuclear Regulatory Commission granted a construction permit for the Bill Gates-backed small modular reactor startup TerraPower’s flagship project to convert an old coal plant in Kemmerer, Wyoming, to a next-generation nuclear station. The approval marked the first time a commercial-scale fourth-generation nuclear reactor — the TerraPower design uses liquid sodium metal as a coolant instead of water, as all other commercial reactors in the United States use — has received the green light from regulators this century. “Today is a historic day for the United States’ nuclear industry,” Chris Levesque, TerraPower’s chief executive, said in a statement. “We are beyond proud to receive a positive vote from the Nuclear Regulatory Commissioners to grant us our construction permit for Kemmerer Unit One.”

    Keep reading...Show less
    Green
    Climate

    Careful With That Wild-Caught Tuna

    The Trump administration’s rollback of coal plant emissions standards means that mercury is on the menu again.

    A skull and a tuna.
    Heatmap Illustration/Getty Images

    It started with the cats. In the seaside town of Minamata, on the west coast of the most southerly of Japan’s main islands, Kyushu, the cats seemed to have gone mad — convulsing, twirling, drooling, and even jumping into the ocean in what looked like suicides. Locals started referring to “dancing cat fever.” Then the symptoms began to appear in their newborns and children.

    Now, nearly 70 years later, Minimata is a cautionary tale of industrial greed and its consequences. Dancing cat fever and “Minamata disease” were both the outward effects of severe mercury poisoning, caused by a local chemical company dumping methylmercury waste into the local bay. Between the first recognized case in 1956 and 2001, more than 2,200 people were recognized as victims of the pollution, which entered the population through their seafood-heavy diets. Mercury is a bioaccumulator, meaning it builds up in the tissues of organisms as it moves up the food chain from contaminated water to shellfish to small fish to apex predators: Tuna. Cats. People.

    Keep reading...Show less
    Blue
    AM Briefing

    Wall Street's War Anxiety

    On Qatari aluminum, floating offshore wind, and Taiwanese nuclear

    Wall Street traders.
    Heatmap Illustration/Getty Images

    Current conditions: Upstate New York and New England are facing another 2 inches of snow • A heat wave in India is sending temperatures in Gujarat beyond 100 degrees Fahrenheit • Record-breaking rain is causing flash flooding in South Australia, New South Wales, and Victoria.

    THE TOP FIVE

    1. Clean energy stocks aren’t seeing a boost yet from the war in Iran

    The war with Iran is shocking oil and natural gas prices as the Strait of Hormuz effectively closes and Americans start paying more at the pump. “So despite the stock market overall being down, clean energy companies’ shares are soaring, right?” Heatmap’s Matthew Zeitlin wrote yesterday. “Wrong. First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.” What’s behind the slump? Matthew identified three reasons. First, there was a general selloff in the market. Second, supply chain disruptions could lead to inflation, which might lead to higher interest rates, or at the very least slow the planned cycle of cuts. Third, governments may end up trying “to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies,” meaning renewables “may thereby lose out on investment that might more logically flow their way.”

    Keep reading...Show less
    Red