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On weather projections, deadly EV attacks, and hydrogen tax credits
Current conditions: A series of Arctic blasts hitting the U.S. could make for the coldest January since 2011 • Power has been restored in Puerto Rico after a massive New Year’s Eve blackout • Temperatures will get down to about 43 degrees Fahrenheit tonight in Barcelona, where gas-powered patio heaters are officially banned due to their carbon emissions.
Authorities are investigating whether yesterday’s deadly truck attacks in New Orleans and Las Vegas may be linked. Both incidents involved electric pickups. In New Orleans, a man drove a Ford F-150 Lightning into a crowd in the French Quarter, killing 15 people and injuring dozens of others. In Vegas, a Tesla Cybertruck packed with explosives detonated outside the Trump International Hotel, killing the driver and injuring seven others. Both vehicles were rented through a budget app called Turo. Electric vehicles tend to be heavier than their internal combustion counterparts, mostly due to their battery packs. This can make them particularly deadly in collisions with smaller vehicles and, of course, pedestrians. Ford’s 2024 F-150 Lightning has a curb weight ranging from 6,000 to nearly 7,000 pounds; the Cybertruck starts at 6,600 pounds, about 2,000 pounds heavier than the average new vehicle weight.
In the Las Vegas explosion, Sheriff Kevin McMahill indicated the Cybertruck actually “limited the damage that occurred.” The vehicle’s exterior appeared to remain intact. In a post on X, Tesla CEO Elon Musk said: “The evil knuckleheads picked the wrong vehicle for a terrorist attack.”
The Biden administration plans to release guidance for hydrogen production tax credits this week, likely on Friday, two sources toldReuters. The guidance will “provide a pathway” for tax credits for hydrogen producers that use nuclear power, the outlet reported. Back in October, Deputy Secretary Wally Adeyemo told Heatmap the rules would be out by the end of 2024. As Heatmap’s Robinson Meyer explained, the Treasury Department’s must decide how hydrogen producers who use electrolysis — sending electricity through water to split its molecules — should deal with the indirect carbon emissions associated with drawing power from the grid. “Finalizing rules that will help scale the clean hydrogen industry while implementing the environmental safeguards established in the law remains a top priority for Treasury,” spokesperson Michael Martinez told Reuters. “In that process, we are carefully considering the numerous comments we have received on the proposed regulations.” In his conversation with Heatmap, Adeyemo acknowledged that the final rules were unlikely to please everyone.
Climate change meant that there were about 41 more “extreme heat” days in 2024, according to the World Weather Attribution’s annual extreme weather report. Climate change contributed to at least 3,700 deaths, but “it’s likely the total number of people killed in extreme weather events intensified by climate change [in 2024] is in the tens, or hundreds of thousands,” the group said. While the El Niño weather pattern contributed to global trends, climate change played a bigger role in fueling extreme weather. “As the planet warms, the influence of climate change increasingly overrides other natural phenomena affecting the weather,” the report added.
World Weather Attribution
China’s weather agency also reported that 2024 was the country’s warmest year on record, and that “the top four warmest years ever were the past four years, with all top 10 warmest years since 1961 occurring in the 21st century.” And a report from the National Institute for Space Research concluded that Brazil’s Amazon rainforest experienced 140,328 fires last year, the highest number in 17 years. In a New Year’s message, UN Secretary-General António Guterres said we are in an era of real-time climate breakdown.
The UK’s Met Office projected that global temperatures will remain high in 2025 despite the shift to La Niña, averaging between 2.3 and 2.7 degrees Fahrenheit above the pre-industrial average. “Years such as 2025, which aren’t dominated by the warming influence of El Niño, should be cooler,” said Professor Adam Scaife, who leads the team behind the Met Office’s global forecast. “2016 was an El Niño year and at the time it was the warmest year on record for global temperature. In comparison to our forecast for 2025 though, 2016 is now looking decidedly cool.”
Met Office
In case you missed it: New York Gov. Kathy Hochul signed a new bill into law that allows the state to fine fossil fuel companies for climate damages. The law could see the companies incur charges of up to $75 billion over the next 25 years – though many are expected to file legal challenges. Firms will be fined based on their emissions between 2000 and 2018. The money will go into a Climate Superfund and be put toward mitigation and adaptation measures. Vermont implemented a similar law last summer. “New York has fired a shot that will be heard round the world: The companies most responsible for the climate crisis will be held accountable,” New York Sen. Liz Krueger said in a statement.
“A generation from now, this solar heater can either be a curiosity, a museum piece, an example of a road not taken, or it can be a small part of one of the greatest and most exciting adventures ever undertaken by the American people.” –The late President Jimmy Carter, upon installing solar panels on the roof of the West Wing of the White House in 1979. Ronald Reagan had the panels removed seven years later. Carter died on Sunday at the age of 100.
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Current conditions: A cold snap in Europe could deplete natural gas supplies • More than two feet of lake-effect snow could fall this weekend in upstate New York • Hanoi, the capital of Vietnam, has become the most polluted city in the world, prompting a push for more EVs.
Bitterly cold weather is descending on the central and eastern U.S. this week, and it could last through the whole of January. The first Arctic blast will send temperatures plunging as much as 20 degrees Fahrenheit below normal, and that will be followed by an even colder burst of air next week, and then another. “This will likely be the most significant cold we have seen in years,” said forecasters at the National Weather Service office. Energy demand will surge, and a lot of snow and ice could cause power outages in some areas. Already a winter storm is forecast for the Central Plains this weekend, with the weather system shifting eastward to the Mid-Atlantic region next week. Even Southern states like Texas and Florida will feel the cold. “At this time, it looks like there will be at least three major blasts of Arctic air that will affect the Southern states,” AccuWeather meteorologist Alex DaSilva said. “The first outbreak will be from Jan. 3-4, the second on Jan. 7-8 and then the third round on Jan. 11-12.”
AccuWeather
Tesla reported yesterday that it had delivered 495,570 cars in the last three months of the year, and 1,789,226 in 2024 as a whole. As Heatmap’s Matthew Zeitlin noted, that represents a decline in annual sales from 2023 — Tesla’s first annual decline in more than 10 years, back when the company’s deliveries were counted in the hundreds or single-digit thousands — although the fourth quarter figure is a record for quarterly deliveries. Tesla had forecast around 515,000 deliveries to meet its “slight growth” goals. The company had cited “sustained macroeconomic headwinds” weighing on the broader electric vehicle market in its most recent investor letter, and again referred to “ongoing macroeconomic conditions” to explain the miss on deliveries. While Tesla’s car business appears to have stalled to some extent, the energy storage business is another story. The company said that in the fourth quarter of last year it had deployed 11 gigawatt-hours of storage, and 31.4 gigawatt-hours in the year as a whole. If Tesla’s deployment rate in 2025 merely matched its fourth quarter rate, it would mean 40% annual growth.
President Biden is expected to issue an executive order permanently banning new offshore oil and gas drilling in large sections of U.S. coastal waters, Bloombergreported, citing unnamed sources. As soon as Monday, Biden will invoke the Outer Continental Shelf Lands Act, a 72-year-old law that gives the president authority to ban drilling, but doesn’t include any wording to allow presidents to revoke a ban. That means President-elect Donald Trump will not be able to easily reverse the move. Environmental groups applauded the report. “Restricting offshore drilling is a big win for the climate, marine wildlife, coastal communities, and economies, and would be yet another chapter in President Biden’s historic climate legacy,” said Ben Jealous, executive director of the Sierra Club. Fossil fuel groups, naturally, were less thrilled.
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Monthly sales of electric vehicles in the U.S. were up 11.5% year-over-year in November, according to new data from the Joint Office of Energy and Transportation. Just over 141,400 plug-in EVs were sold in November alone, bringing the total for the whole year to about 1.4 million, up 9% from the same period in 2023. New electric models like Honda’s Prologue and Chevrolet’s Equinox are helping drive the increase: Sales for both rose nearly 70% between October and November. Meanwhile, more and more new charging ports are being installed across the country, with 2,490 added in November, bringing the total to 205,000.
Morgan Stanley has become the latest lending giant to part ways with the Net-Zero Banking Alliance. The investment bank announced yesterday it would leave the world’s largest banking climate coalition, following recent departures by Citigroup, Bank of America, Wells Fargo, and Goldman Sachs. The firms have said they remain committed to their internal net zero goals, but the exodus is “the latest sign corporate America may retreat from climate goals during Donald Trump’s second term as U.S. president,” the Financial Timesnoted.
“The main buyers of [gas-powered] cars in Norway are rental companies because many tourists are not familiar with EVs.” –Ulf Tore Hekneby, head of Norway's biggest car importer. In 2024, battery-powered vehicles made up 90% of new car sales in the Scandinavian country.
Trump’s first administration supported it. But now there’s a new crowd coming into town.
The first Trump administration helped advance the dream of cultivated meat grown from animal cells. The second Trump administration might try to kill the dream.
Robert F. Kennedy, Jr., who could control the fate of cultivated meat in America as President-elect Trump’s nominee for health secretary, has suggested that it’s an unsafe and unnatural corporate science experiment designed to enrich techno-billionaires. Vice President-elect JD Vance has called cultivated meat “disgusting,” Donald Trump, Jr. has proposed banning it, and Governor Ron DeSantis, Trump’s rumored backup choice for Pentagon secretary, has already banned it in Florida.
The timing is brutal for a potentially climate-friendly new industrythat had hoped to start competing with conventional meat in 2025. Cultivated meat executives are tryingto project optimism about the next four years, pointing out that President Trump’s aides created a constructive regulatory framework for their products during his first term. Republicans who support innovation, competition, and economic nationalism, they argue, ought to support high-tech manufacturing startups in the U.S. Trump ally Elon Musk’s own startup, SpaceX, has flown cultivated meat into space, while his brother Kimbal, an investor in the cultivated meat venture Upside Foods, once cooked its slaughter-free chicken on stage at a CNN event.
Still, the industry is clearly nervous. Trumpworld is divided on food issues between “Make America Healthy Again” techno-skeptics like Kennedy and conventional Republicans aligned with traditional livestock industries, but there’s opposition to cultivated meat on both sides of that divide. Cultivated meat executives met with their regulators from the Food and Drug Administration and U.S. Department of Agriculture last month at Tufts University,and while several attendees told me the discussion focused on how to get safe cultivated products to market, everyone in the room knew that roadmight get blocked on January 20.
San Francisco-based Mission Barns is waiting for FDA approval to blend its cultivated pork fat into plant-based meatballs and bacon; it already has photos on its website of the boxes it intends to sell in supermarkets. But its leaders are keenly aware that Kennedy may soon oversee the FDA — and that he’s expressed the same kind of doubts about “lab-grown meat” that he’s expressed about food dyes, genetically modified grain, and heavily processed foods in general.
“The election really shouldn’t affect our safety review. We know these folks care about protecting the American economy and ensuring American self-sufficiency,” Bianca Lê, the head of external affairs for Mission Barns, told me. “Obviously, though, anything can happen.”
One source close to Kennedy told me he probably wouldn’t propose banning what he calls “lab-grown meat,” but he’s likely to create regulatory hurdles that could keep startups like Mission Barns in perpetual limbo. When I asked if that meant making applicants for FDA approval jump through a million hoops, the Kennedy ally replied: “Maybe half a million.”
Growing meat from animal cells without killing animals was just a science-fiction fantasy until 2013, when the Dutch scientist Mark Post unveiled a burger patty he grew in his lab from bovine cells. That single burger cost $330,000 to produce, but investors poured more than $3 billion into hundreds of cultivated meat and seafood ventures over the next decade. Since then, they’ve brought down their costs per poundby about 99.99%.
Culturing cells into meat is still not as cheap as growing meat inside animals, but the startups are only making tiny quantities, and they’re confident they can approach price parity with animal products once they can scale up their production. The Israeli firm Believer Meats is building America’s first commercial-scale cultivated meat plant in North Carolina, and several other startups are planning to build U.S. factories once they receive regulatory approval.
But that’s been a slow process.
Trump’sfirst-term FDA head, Scott Gottlieb, and Agriculture Secretary, Sonny Perdue, worked with cultivated meat startups as well as conventional meat interests to create a joint regulatory process that almost everyone liked. In 2023, the Biden administration gave the Bay Area startups Upside (with investors including Cargill and Tyson as well as Kimbal Musk and Bill Gates) and Good Meat (the cultivated spin-off of the plant-based egg company Eat Just)the go-ahead to sell cultivated chicken filets.
But both companies envisioned the filets as proof-of-concept marketing plays to demonstrate that slaughter-free animal meat was real, not mass-market products they could take to commercial scale. Both sold their chicken to a limited number of diners in just one restaurant, and both ended the promotions this year.
So cultivated meat is currently unavailable in America. It’s illegal in Florida and Alabama, which both enacted bans in May. That leaves more than two dozen companies, including Upside and Good Meat, waiting for FDA approval for less expensive products they can take to market. Upside hopesto sell a product mixing cultivated chicken shreds with plant proteins at a price point competitive with organic chicken. Startups like Blue Nalu, which is cultivating bluefin tuna toro in San Diego, and Wildtype, which is cultivating salmon nigiri in San Francisco, believe they’ll be able to compete with high-end seafoodas soon as they can get the federal go-ahead and build commercial factories.
The industry’s party line is that its products are safe, it’s been cooperative with regulators, and it has no reason to expect political meddling by the new political appointees.
“I don’t see the Trump administration doing bold nanny-state policy that interferes with consumer freedom,” Suzi Gerber, a nutrition scientist who leads the Association for Meat, Poultry and Seafood Innovation, an industry trade group, told me. “I think they’re going to end up on the side of American businesses and innovators, supporting the American dream.”
Globally, the strongest arguments for cultivated meat have usually emphasized the downsides of animal agriculture. Livestock operations use about a third of the land on Earth, driving much of the world’s deforestation, and cattle are a leading source of planet-warming methane. Cultivated meat would avoid those problems — as well as concerns about the mistreatment of animals and slaughterhouse workers, the overuse of antibiotics, and the fouling of rivers and lakes with manure.
But Trump doesn’t seem concerned about any of those problems, and even tech icon Musk, who used to talk a lot about climate change when his main focus was Tesla’s electric cars, falsely claimed on Joe Rogan’s podcast that the idea that animal agriculture contributes to global warming is “hot bullshit.” So the alternative protein sector, like the clean energy sector, is learning to speak the MAGA language of economic nationalism, arguing that if the U.S. regulatory process bogs down, nations like Singapore, Israel, and China will dominate the future of literal factory farming.
“The first Trump administration was very clear that it wanted this kind of innovation to stay in this country,” Upside founder and CEO Uma Valeti told me. “This isn’t about getting rid of animal meat. It’s about creating the next great American industry.”
The second Trump administration seems more likely to pick on any industry associated with the kind of climate concerns aired by Democrats. It doesn’t help that cultivated meat is also considered a threat by cattlemen and other livestock interests who reliably support Republicans. And then, of course, there’s RFK.
“I can’t remember ever seeing this level of uncertainty,” Eric Schulze, a molecular biologist and former FDA regulator who consults for several cultivated meat startups, told me. “The new team will have to decide if it supports typical Republican values of free enterprise and entrepreneurship, or if they want to create an over-regulatory environment that would be a first for the FDA under conservative leadership. The honest answer is we don’t know.”
The Biden administration isn’t rushing to approve applications before leaving office, and there’s not much the companies can do except wait. After the frenzy of interest and venture funding around cultivated meat several years ago, some once-promising startups have shut down, including New Age Eats and Sci-Fi Foods.
Wildtype raised more than $120 million during the initial burst, and it’s got a nice story to tell about producing nutritious salmon without pesticides, antibiotics, or microplastics in the U.S., instead of depleting wild salmon stocks or relying on environmentally damaging fish farms overseas. CEO Justin Kolbeck is confident that once it reaches commercial scale, growing fish filets from cells in a brewery will be more efficient and cheaper than feeding fish that have to swim, poop, and grow guts, tails, and bones that people don’t eat. But he’s got 85 employees, and he’s burning through his cash.
“How long can we wait? Not forever, that’s for sure,” Kolbeck told me. “But we try not to get too spun up about stuff we can’t control. Startups have a million ways to die, and regulatory delays are just one of them.”
Through the wrong eyes, an electric truck can look like an ideal weapon.
Law enforcement is still investigating whether any connection exists between the deadly New Year’s attacks in Las Vegas and New Orleans, but among the eerie similarities is one curious factor in common: electric vehicles.
In New Orleans, officials say a suspect now identified as 42-year-old veteran Shamsud-Din Jabbar drove into a crowd on Bourbon Street in a Ford F-150 Lightning, the electric version of the popular pickup truck, killing at least 14 and injuring many more. He had rented the truck in Houston using the peer-to-peer app Turo, which allows anyone to post their own vehicle for someone else to borrow.
In Las Vegas, the bed of a Tesla Cybertruck — also rented from Turo — exploded outside of the Trump Hotel, killing the driver and injuring seven. The EV truck, which was loaded down with fireworks, gasoline, and camping fuel, was reportedly driven by an active-duty member of U.S. Army Special Operations.
It could turn out to be a coincidence that both horrendous incidents were carried out with electric vehicles. For now, though, it’s easy to wonder whether this was a deliberate choice — if the perpetrators of what might turn out to be acts of terrorism chose EVs on purpose to cause maximum damage, especially knowing that both trucks were rented specifically for these insidious ends.
One undeniable fact is that EV pickups such as the F-150 Lightning and Cybertruck are big, heavy, and powerful. The Ford has a curb weight exceeding 6,000 pounds, with the enormous battery needed to power it making the EV heavier than the gas-powered version of the best-selling truck. The Tesla also tips the scale at more than 3 tons.
The ever-growing girth of the American car is already a known public safety hazard. The big trucks and SUVs that dominate our roads are increasingly dangerous to pedestrians, cyclists, and other vehicles given their weight and a driver’s difficulty in monitoring their surroundings.
The electrification movement has complicated this issue even more, since putting a big battery in a big vehicle makes it even heavier. Plus, EVs are remarkably powerful. All of their torque is available from a standstill, as opposed to combustion vehicles, which need time to rev up. This is what allows EVs to accelerate so quickly from a stop.
To put it in stark terms, an electric pickup truck has exactly the attributes that would appeal to someone who wanted to launch a terrorist attack on a crowd of people.
The other much-discussed safety issue for EVs is whether their batteries are a hazard because of potential fire danger. As InsideEVsnotes, EV blazes are statistically rarer than those involving ordinary gas vehicles — they just seem more common because they get more sensationalized news coverage — however they can also be more difficult to extinguish because of the energy released when a lithium-ion battery ignites.
This problem seems pertinent in light of the Cybertruck attack in Vegas, where the driver reportedly loaded down the truck with incendiary material in the apparent hope of creating an out-of-control blaze. For what it’s worth, Tesla CEO Elon Musk has said the blast was caused by the incendiary material loaded into the Cybertruck and not anything to do with the vehicle itself, and argued the EV’s stainless steel frame helped contain the explosion.
Then there are the increasingly weird politics of EVs. It’s impossible not to look at a Tesla detonating outside Donald Trump’s casino and see some kind of statement about Musk’s support for the president-elect (and growing influence over the American government). Where once EVs were the car of choice for the climate-aware, now we have a big metal electric truck that communicates a right-wing worldview as it barrels around town.
“It’s a Tesla truck, and we know that Elon Musk is working with President-elect Trump, and it’s the Trump Tower,” Kevin McMahill, sheriff of the Las Vegas Metropolitan Police Department, told reporters. “So, there’s obviously things to be concerned about there, and that’s something we continue to look at.”
We’ve covered at length some of the things EVs can do that gas cars can’t. They can use the energy in their batteries to back up your home in case of power outage, or air-condition your dog while you run into the store. But as EVs become more prevalent around the country, it seems we now have to worry about whether their downsides will be used in the worst ways imaginable.