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Climate

AM Briefing: A Deadline Blown​

On the delayed Vineyard Wind 1 project, modular nuclear reactors, and America's sinking cities

Briefing image.
AM Briefing: BYD vs. Tesla
Heatmap Illustration/Getty Images

Current conditions: Parts of northern France are flooded after Storm Henk • China confirmed 2023 broke extreme heat records • A California-bound ship carrying 800 metric tons of lithium batteries is stuck in Alaska, riding out a major winter storm.

THE TOP FIVE

1. Tesla and Rivian release Q4 sales numbers

Tesla and Rivian yesterday reported their production and sales figures for the final three months of 2023: Tesla delivered 484,507, besting expectations. Rivian, a newcomer still trying to secure itself a foothold in the market, delivered 13,972 cars over the same time period, missing estimates by a hair. “The two companies’ numbers serve as snapshots of both the promise and peril of auto electrification as we roll into 2024,” writes Matthew Zeitlin at Heatmap. Tesla, having been overtaken by BYD in the global EV market, must now focus on scaling beyond the early EV adopters. Rivian, however, is at a very different stage, Zeitlin says: “not the early days of using investor money to develop a new vehicle, but the next stage, where you have an actual car to sell but you have to figure out a way to make money doing it.”

2. Vineyard Wind 1 project misses 2023 grid deadline

One of America’s first large-scale offshore wind farms missed its deadline to start supplying energy to the grid by the end of 2023. The Vineyard Wind 1 project is situated about 15 miles south of Martha’s Vineyard and will eventually consist of 62 turbines that can power more than 400,000 homes and businesses in Massachusetts. Its first five turbines have been installed, and things were looking good for a December 31 launch. But at the very last minute a spokesperson said the project needed more testing. No timeline was given but the spokesperson said the goal was to “deliver power to shore soon.” The project was supposed to be fully operational by the middle of 2024 but developers have now “clarified” that the timeline is sometime within 2024. In December, the South Fork Wind project in New York became the first utility-scale offshore wind farm to generate power in the U.S.

3. U.K. fossil fuel electricity generation drops to 66-year low

The amount of the United Kingdom’s electricity that came from fossil fuels dropped by 22% last year to the lowest level since 1957, according to CarbonBrief. Electricity from coal, oil, and gas peaked in 2008 but has since plummeted thanks to the rapid expansion of renewables like wind and solar, a drop in electricity demand, and a boost in electricity imports. Coal use is down 97% since 2008; gas is down by 45%. Meanwhile, renewables output has increased six-fold, and last year renewable energy was the UK’s single largest source of power. “Overall, the electricity generated in the UK in 2023 had the lowest-ever carbon intensity,” CarbonBrief concludes.

On the flip side, UK power generation from nuclear plants dropped to a 42-year low last year as old stations were decommissioned. Without more nuclear power to fall back on during cloudy or wind-free days, the country may have to rely more on fossil fuels, explains Bloomberg.

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  • 4. Wyoming carbon removal project would rely on small modular nuclear reactors

    A major carbon removal project planned for Wyoming would rely on small modular nuclear reactors – a new kind of nuclear power plant that has never been built in the U.S. – prompting concerns about its feasibility, reports E&E News. Climate tech startup CarbonCapture recently received more than $10 million from the Department of Energy to explore plans for a direct air capture hub in Wyoming, dubbed “Project Bison.” Scientists say removing carbon from the air is necessary to help fight global warming. Small modular reactors could, in theory, provide carbon capture facilities with emissions-free power, but the nation’s first small modular reactors were axed last year as costs spiraled out of control. “It adds complication upon complication,” says Wil Burns, co-director of American University’s Institute for Carbon Removal Law and Policy. “You’re starting off with a complex new technology, and now you’re trying to wed another complex technology, including one that’s in transition.”

    CarbonCapture

    5. Study: Major East Coast cities are sinking

    New research from Virginia Tech and the U.S. Geological Survey finds that major cities on the East Coast – from New York to Virginia Beach – are sinking. The team analyzed satellite data to spot land subsidence and found that some areas are sinking by as much as 5 millimeters per year. This subsidence, when combined with sea level rise caused by climate change, means essential structures like roads to airports are at risk in many major U.S. cities. “The problem is that the hotspots of sinking land intersect directly with population and infrastructure hubs," says lead author Leonard Ohenhen.

    THE KICKER

    If you’re a journalist seeking comment on last year’s record temperatures, look no further than climate scientist Andrew Dressler’s “last year was hot” auto-response:

    X/AndrewDressler

    Yellow

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    Daily Briefing

    Ford’s Fathom? Drive!

    Facing down a sea change, the automaker has staked its next EV bet on a compact, sporty pickup.

    Ford headquarters.
    Heatmap Illustration/Getty Images

    “Full fathom five, your father lies,” the invisible spirit Ariel sings early in The Tempest, as a handsome and grieving prince listens, rapt. The song tells of a shipwrecked skeleton transforming into something else — its eyes have become pearls, and its bones pink coral — as it undergoes, yes, a “sea change.” It is the first time that phrase appears in the English language.

    Ford is now facing its own kind of sea change. Over the past decade, the automaker has doubled down on its most profitable and exciting vehicles — pickups, SUVs, and the Mustang muscle car — and dropped from its line-up the cheap, boring cars that once made it famous. It embraced, then backed off, the transition to electric vehicles, in part because it failed to make money from them; and it began to reckon with the surge of cheaper, cleaner, and “far superior” EVs from Chinese producers that are transforming global auto markets around the world.

    Keep reading...Show less
    Blue
    Energy

    Amazon Is Building America’s Biggest Fossil Fuel Plant to Power AI

    The company confirmed its plans to market research company Cleanview.

    The Amazon logo and smokestacks.
    Heatmap Illustration/Getty Images

    The data center buildout has hit a new inflection point. It has long been true that artificial intelligence is fueling climate change by driving up power demand; more recently, tech companies have started directly financing new natural gas plants in their quest for AI glory. Now one is backing the biggest fossil fuel-fired power plant ever to exist in the United States — exclusively to power an AI data center complex.

    That company is Amazon, according to the market research company Cleanview, which reported on Friday that the tech giant is building an AI data center campus in Texas powered by an up to 7.65-gigawatt off-grid natural gas plant.

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    Red
    Climate

    Which Wildfire Smoke Is Worst?

    The smoke pouring into Seattle from Spokane is particularly bad, but there’s also no such thing as good smoke.

    An AQI city.
    Heatmap Illustration/Getty Images

    I wrote this story from inside a cloud of smoke. Owing to some funky meteorology in the Seattle area this week — a pressure ridge paired with a thermal trough — the region’s usual westerly winds reversed, causing smoke from the fires burning in the eastern half of the state to pour through the mountain passes and river valleys of the Cascades and pool over the populous Puget Sound lowlands, where I live.

    Though it’s cleared up some today, I’m still running my air purifier on full blast because I know what’s in the lingering smoke. Unlike the still blazing wildfires in Ontario that are burning through mostly uninhabited forests, the smoke in the Seattle area this week came to us partially from Spokane, where the Old Trails fire razed at least 700 buildings and homes last weekend. That means that beyond the usual organic matter associated with wildfire smoke, the pollution that has hung over Seattle has likely also contained particles and chemicals from burned plastics, batteries, cars, and household appliances.

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