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Climate

AM Briefing: Insects in Decline

On the troubling rise of self-pollination, Chinese EV tariffs, and speed limits

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AM Briefing: Insects in Decline
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Current conditions: Southern California remains at risk of flooding and may even see some waterspouts or tornadoes • A wildfire is burning out of control in Perth, in Australia • It's the shortest day of the year in the Northern Hemisphere.

THE TOP FIVE

1. U.S. may hike tariffs on Chinese EVs

The Biden administration is reportedly considering raising tariffs on electric vehicles made in China, which tend to run cheaper than those made in the U.S. The move would be an attempt to “bolster the U.S. clean energy industry,” explains The Wall Street Journal. Chinese EVs are already subject to a 25% tariff. While an increase wouldn’t mean much in the immediate term for most Americans, it would put added strain on relations with China, which are already tense. Global markets are facing a glut of cheap Chinese clean-energy products, and the administration is reportedly also considering higher levies on solar products and EV battery packs, the Journal reports.

2. Study suggests some plants are evolving to not need pollinators

Wildflowers may be evolving to rely less on pollinators in order to reproduce as insect numbers decline. A new study published in the journal New Phytologist looked at flowering plants that grow in farmland near Paris and found they have become smaller and now produce less nectar than they would have 20 to 30 years ago. “Our study shows that pansies are evolving to give up on their pollinators,” says Pierre-Olivier Cheptou, one of the study’s authors. “They are evolving towards self-pollination, where each plant reproduces with itself, which works in the short term but may well limit their capacity to adapt to future environmental changes.” While the study “demonstrates that plant mating systems can evolve rapidly ... in the face of ongoing environmental changes,” the authors say, it paints a troubling picture of a symbiotic relationship in a spiral: As insect populations suffer from loss of habitat and overuse of pesticides, plants begin to rely on them less and produce less nectar, exacerbating their decline.

3. U.S. completes auction for Gulf drilling rights

A U.S. auction of oil drilling rights in the Gulf of Mexico went ahead yesterday. This is the last auction until 2025. Here are a few key numbers:

  • 72.7 million – acres that were up for bidding, including 6 million acres considered habitat for the endangered Rice's whale.
  • $382 million – amount raised in the auction, the highest of any federal offshore oil and gas lease sale since 2015, according to Reuters.
  • $88.2 million – highest amount offered, from Hess, for 20 successful bids.
  • 3 – drilling rights auctions the Interior Department will hold over the next five years, the minimum required to comply with the Inflation Reduction Act. It represents “the smallest offshore oil program in U.S. history.”
  • 47 – auctions over five years that were proposed by the Trump administration.
  • 1.1 million – gallons of oil estimated to have spilled into the Gulf from a leak detected last month, the largest Gulf spill since Deepwater Horizon.
  • 8 – days since the U.S. and nearly 200 other nations agreed at COP28 to transition away from fossil fuels.
  • 21 – percent of the world’s oil produced by America in 2022.

4. Orsted commits to building world’s largest offshore wind farm

Danish energy giant Orsted plans to go ahead with building the world’s largest offshore wind farm, reports the Financial Times. The 2.9 gigawatt Hornsea 3 project is located in the North Sea. It will cost £8 billion (about $10 billion) and represents Orsted’s single biggest investment decision. Once finished in 2027, the project will power 3.3 million homes. Last month Orsted cancelled two major U.S. offshore wind projects and took a $4 billion writedown as a result. The Hornsea 3 investment shows “the offshore wind industry is picking back up, after a crisis year,” concludes Priscila Azevedo Rocha at Bloomberg.

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5. Cities are lowering their speed limits

Speed limits in some major U.S. cities are dropping, Yale Climate Connections reports. This is a “win for the climate” because slower vehicle speeds make for safer city streets, which could nudge people more toward less polluting modes of transportation, like walking or cycling. Seattle, Denver, Minneapolis, Hoboken, and Washington, D.C., have all lowered their speed limits, according to Yale Climate Connections. “Safety and environmental goals go together. They’re inevitably interlinked,” says Venu Nemani, the chief safety officer of the Seattle Department of Transportation.

THE KICKER

A recent White House briefing says more than one million EVs have been sold in the U.S. in 2023 — “three years ahead of the projections made earlier this year and 18 years ahead of the projections made in the beginning of 2021.”

The White House

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Politics

John Podesta Says Permitting Deal Hands Trump ‘a Loaded Howitzer’

It should only pass if lawmakers disarm a key provision, the former Biden senior climate adviser says.

John Podesta.
Heatmap Illustration/Getty Images

Former Biden senior climate adviser John Podesta wants lawmakers to take a red pen to the bipartisan permitting deal.

Podesta criticized a key part of the Senate’s bipartisan permitting deal on Friday, according to a recording I obtained of a fireside chat at the University of Colorado Boulder. He praised the bill’s transmission reforms, but argued Democratic negotiators had handed President Trump “a loaded Howitzer” in their quest for permitting certainty for renewable energy projects, and that it should only pass if lawmakers remove the weapon.

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Electric Vehicles

The Ford Fathom Will Bring Bi-Directional Charging to the Masses

Ford reveals a promising tidbit about its upcoming electric pickup.

The Ford logo.
Heatmap Illustration/Getty Images

When the Ford Fathom debuts in 2027, much of the attention will focus on its size and its price. As it should: The all-electric mid-size truck is promised to start under $30,000, and the success or failure of that car at that price will tell us a lot about the future of Ford, as well as mainstream America’s true appetite for EVs.

While we wait for our first real look at the truck and the full list of its specifications, Ford just revealed a promising tidbit. The automaker has been working in the background to make it simpler and cheaper for Fathom drivers to use bidirectional charging: the ability for power to flow both ways so that EV drivers can use the energy stored in the vehicle battery to power secondary loads, to back up a home power supply during a blackout, or even to feed back onto the power grid.

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AM Briefing

A New Gas Goliath

On Petrobras’ election hangover, wind’s tailwinds, and Indian solar

Natural gas pipelines.
Heatmap Illustration/Getty Images

Current conditions: Tropical Storm Olana is headed for Hawaii with yet more flooding and powerful winds as the state continues to recover from previous storms • Tropical Cyclone Arnab is strengthening into a “severe” storm as it approaches the northern coast of India’s Andhra Pradesh state near the port city of Visakhapatnam • In-fa has become a typhoon, en route by the end of this week to the Northern Mariana Islands, the U.S. territory that took the brunt of this month’s Super Typhoon Champi.


THE TOP FIVE

1. What worries Anthropic

Call it Anthropic’s magnum Opus 5.5. The Claude maker filed its public paperwork Monday ahead of its planned stock market debut. Aside from the basic details of how the company makes money and what risks its technology may pose to humanity itself, Anthropic mentions the word “energy” at least 14 times in the section of the document outlining the risks to its business. “Climate” and “climate change” are mentioned just four times. The overarching concern, per my colleague Matthew Zeitlin’s rundown of the S-1 filing, is that the company “might not get enough power for data centers running its large language models,” and that “the pace of the energy infrastructure build-out “is generally behind the need.

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