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He promised to protect almost a third of the U.S. So far he’s nowhere close.

Over the course of a presidential term, a mature ironwood tree will add only about four inches to its height. Unless you happen to see one during the 10 or 12 days in May that pale pink flowers cover its branches, it’s not a shrub you’re likely to call one of the Sonoran Desert’s most attractive flora — gnarled and hunched, the ironwood lacks both the alien charm of the Joshua tree and the iconic flamboyance of the Saguaro cactus. It makes up for this with its longevity: Some ironwoods growing in the hills east of the Coachella Valley have clung there 400 years longer than California has been a state. Adequately protected, those very same trees could plausibly still be standing for our successors to marvel at in the year 2724 — 175 presidential terms from now.
Who knows if they’ll still talk about President Joe Biden then — in 700 years, he’ll be as deep in the past as Edward II of England is now. But if those ironwood trees are still standing, it could be because of him. Biden has called the fight against climate change the defining cause of his presidency, and he views conservation and the preservation of biodiversity as part and parcel of that legacy. His 30x30 executive order — which aims to set aside 30% of America’s lands and waters for conservation by 2030 — was a week-one priority once he took office.
Among his best remaining opportunities to add to his tally would be the designation of Chuckwalla National Monument, a 660,000-acre stretch of desert south of Joshua Tree National Park that is home to one-fifth of the ironwood trees left in the world. The same goes for a sacred and culturally significant region in the southwest corner of California called Kw’tsán; about Sáttítla, a vulnerable volcanic landscape near Mt. Shasta; about the Owyhee, a million-acre Oregon watershed that sits in the crosshairs of mining and energy development; and about the homestead in Maine that belonged to Frances Perkins, the first woman to serve in the U.S. cabinet. The list goes on.
But with less than two months until Biden’s move-out day, environmental advocates are starting to wonder whether he’ll ever get around to fulfilling his promise.
“There are still several national monument campaigns that are ready to go and awaiting the president’s signature, and those are the sorts of things that could cement President Biden’s legacy as one of the great conservation presidents of all time — if he takes those steps here in the last few weeks,” Aaron Weiss, the deputy director of the Center for Western Priorities, a nonpartisan conservation advocacy group, told me.
When Biden took office in 2021, roughly 293 million acres of the United States fell under the protection of various federal laws, about 12% of his 30% goal. Since then, Biden has set aside another 1%, or 37 million acres, for protection, including about 1.6 million acres of new monuments under the Antiquities Act. So far, Biden has protected slightly less land than President Bill Clinton did in his first term, per the Center for Western Priorities’ accounting. And every day that passes matters; the Center for American Progress has found that the U.S. loses a football field’s worth of natural area every 30 seconds.
Still, conservationists have celebrated Biden’s moves to set aside the National Petroleum Reserve and the Tongass National Forest in Alaska, and to expand Berryessa Snow Mountain National Monument and San Gabriel Mountains National Monument in California. “When you look at it from a traditional land protection perspective, I think [the Biden administration has] a strong record,” Chris Wood, the president and chief executive officer of the conservation group Trout Unlimited, told me.
And Mustafa Santiago Ali, the executive vice president of the National Wildlife Federation, also told me not to discount Biden’s designation of the Springfield 1908 Race Riot National Monument in Illinois, the Emmett Till and Mamie Till-Mobley National Monument in Illinois and Mississippi, and Baaj Nwaavjo I’tah Kukveni — Ancestral Footprints of the Grand Canyon National Monument in Arizona, even though they don’t add substantial acreage to his totals. “Folks may not pay attention to how important those monuments are — honoring folks who have sacrificed in the past,” Ali said. Weiss, likewise, commended Biden and Secretary of the Interior Deb Haaland for “acknowledging that you need Indigenous stewardship to lead and be central to all public land management decisions.”
As the remaining weeks of Biden’s tenure quietly tick by, there is increasing anxiety about whether and when the president will reach for the Antiquities Act again. Kristen Brengel, the senior vice president of government affairs at the National Parks Conservation Association, told me she hopes Biden will announce at least two more national monuments between now and January 20.
Ultimately, though, when it comes to the question of how much land Biden will choose to set aside in the waning days of his administration, “the limiting factor is time,” Ryan Houston, the executive director of the Oregon Natural Desert Association, which has campaigned extensively for the designation of an Owyhee National Monument, told me. “If we don't take action before Inauguration Day in January, then we’re entering at least a two-, four-, or six-year period where there won’t be opportunities to follow through and protect the Owyhee,” Houston went on. “And that sets us back a long way.”
Organizers don’t get a tip-off ahead of time about where or what the Biden administration is considering. Chuckwalla, with its ironwood trees, rare reptiles, cultural sites, and Joshua Tree-adjacent wildlife corridors, seems likely — Haaland visited it this spring, a portentous sign according to advocates. Other would-be monuments like the Owyhee in Oregon are less certain and may attract executive attention only if Congress fails to roll it into a public lands omnibus bill expected by the end of the year.
The clock has already run out for other key components of Biden’s conservation legacy. “In the first month of his presidency, it seemed like it would be great,” Brendan Cummings, the conservation director of the Center for Biological Diversity, a nonprofit focused on endangered species protections, told me. With the president’s 30x30 executive order and his pause on federal fossil fuel leasing, it’d “seemed like he was going to live up to his promises.”
Then came the Willow Project approval, new LNG export terminal sign-offs, and so many new oil and gas permits that Biden surpassed even Trump. “One of the few areas where Biden has actually been excellent is national monuments,” Cummings conceded. “But everything else is sort of this mix of muddled middle or profoundly disappointing.” He added, “Trump took us two steps back, and Biden took us one step forward — so we’re still behind at the end of the day.”
Though the other advocates I spoke with for this story weren’t as sour on Biden’s record as Cummings, many had a wishlist of items they’d hoped Biden would address. Brengel of the NPCA had hoped there’d be more climate resiliency funding for the National Parks, which have “been on the frontlines of dealing with some of the most dramatic effects of climate change.” Wood, at Trout Unlimited, was holding out for the creation of a federal fund to deal with the legacy of abandoned mines via a royalty on hard rock metals, the only commodity produced from public lands that doesn’t have a surcharge or tax. Weiss of Western Priorities wanted to see action on livestock grazing reforms.
It’s hard to feel too frustrated with the Biden administration, though. Much of 2021 and 2022 were spent addressing Trump administration policies and roll-backs, including restoring protections for Bears Ears and Grand Staircase-Escalante National Monuments. Biden’s executive powers had their limits, too. While one of his administration’s conservation wins had been blocking the culturally significant lands around New Mexico’s Chaco Canyon from new oil and gas leasing, Trump will have a relatively straightforward path to reopening it to drilling if he so chooses. “I think with the cards that we had in our hands, Deb Haaland and Biden have done everything they could do to protect this area,” Paul F. Reed, a preservation archaeologist with Archaeology Southwest, which campaigned to protect Chaco Canyon, told me. But “short of congressional action, this area will continue to be a political football.” The same may again be true for Bears Ears and Grand Staircase-Escalante.
There is better Trump-proofing elsewhere. Jenny Rowland-Shea, the director of public lands at the left-leaning advocacy group the Center for American Progress, told me that for Trump to unwind Biden’s protections in the Arctic, which were established via a lengthier rule-making process, the incoming president would have to prove that the science behind the ecology subsistence isn’t valid — a bigger lift. It’s part of why she feels comfortable calling Biden’s actions in the Arctic one of the more significant pieces of his conservation legacy.
Others pointed to the Bureau of Land Management’s Public Lands Rule, which put conservation on equal footing with other land uses like drilling this past spring, as the real gift that Biden leaves behind. Wood, of Trout Unlimited, told me that what he hopes will outlast the 46th president is Biden’s approach to looking at conservation as a part of natural resiliency, the effort to “make our lands more resistant to floods, fires, and drought.” Meanwhile, Ali of NWF told me his wish is that future presidents will use Biden’s accomplishments as a “north star” to measure themselves against and surpass.
But Cummings of the Center for Biological Diversity believes there is only one way for Biden to cement his legacy in the remaining weeks he has in office. “Almost everything the president does gets forgotten,” he said. “But the land that a president protects is forever.”
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Rob catches up with the Center for Strategic and International Studies’ Ilaria Mazzocco.
China’s electric vehicle industry, it’s now well understood, is churning out cars that rival or exceed the best products coming out of the West. Chinese EVs are cheaper, cooler, more innovative, and have better range. And now they’re surging into car markets around the world — markets where consumers are hungry for clean, affordable transportation.
On this week’s episode of Shift Key, Rob talks to Ilaria Mazzocco about her new report on how six countries around the world are dealing with the rise of Chinese EVs. Why do countries welcome Chinese-made EVs, and why do countries resist them? How do domestic carmakers act when Chinese EVs come to town? And are climate concerns still driving uptake?
Mazzocco is the deputy director and senior fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Ilaria Mazzocco: Chinese batterymakers have persisted in focusing on LFP batteries with some spectacular results, I would say. And partly I think that’s been thanks to just being able to deploy them at really large scale and just testing and getting them out there.
But I think BYD is really a great example of that. They invest so much in R&D that it’s really hard to compete with them on some of these things. That’s really the big challenge, where, if you want to make a cheap car, you need LFP. That’s why Ford sought out that licensing deal with CATL, was to acquire LFP battery technology. And LFP batteries are really something that Chinese batterymakers have really excelled at.
Now, there could be breakthroughs in other chemistries. There could be a catchup game with non-Chinese batterymakers that actually become good at making LFP. That’s entirely possible. But right now, if you’re an Indian carmaker and you want to make a cheap car, your best bet is probably to get it from BYD or CATL, or maybe Gotion or something like that. That’s really what you’re looking at.
Robinson Meyer: It also, though, really changes how we talk about a lot of the development of auto industries abroad. Because I mean, I realize this is how cars were made for a long time, but I think … basically like if you were to say, Oh yeah, we make our own internal combustion cars here, we simply import the engines from Detroit, and then we place them in our otherwise finished vehicles that we’ve made domestically, and then we put it under a domestic label. We’re very proud of that. That’s essentially what is happening when countries import batteries. The batteries are so central to the operation of the EVs and what the EVs are capable of that when you import your batteries, you’re really relying on your trade partner for a lot of the core physical capacity of that vehicle, and a lot of the core, underlying chemical engineering capability that that vehicle affords you.
It suggests to me that in terms of when you think about the global EV industry, there are companies that are dependent on some kind of Chinese battery export. There are companies that are dependent on some kind of Korean battery export. There’s a few American entrants — mostly Tesla. There’s a few European entrants. And that’s kind of it. Everyone else is piggybacking on the back of one of those core technologies.
Mentioned:
Ilaria’s new report: The Global EV Shift: The Role of China and Industrial Policy in Emerging Economies
Previously on Shift Key: How China’s EV Industry Got So Big
This episode of Shift Key is sponsored by …
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.
A trio of powerful climate hawks are throwing their weight against the SPEED Act.
Key Senate Democrats are opposing a GOP-led permitting deal to overhaul federal environmental reviews without assurances that clean energy projects will be able to reap the benefits. Winning these lawmakers’ support will require major concessions to build new transmission infrastructure and greater permitting assistance for renewable energy projects.
In an exclusive joint statement provided Tuesday to Heatmap News, Senate Energy and Natural Resources ranking member Martin Heinrich, Environment and Public Works ranking member Sheldon Whitehouse, and Hawaii senator Brian Schatz came out against passing the SPEED Act, a bill that would change the National Environmental Policy Act, citing concerns about how it would apply to renewable energy and transmission development priorities.
“We are committed to streamlining the permitting process — but only if it ensures we can build out transmission and cheap, clean energy. While the SPEED Act does not meet that standard, we will continue working to pass comprehensive permitting reform that takes real steps to bring down electricity costs,” the statement read.
As I wrote weeks ago, there’s very little chance the SPEED Act could become law without addressing Senate climate hawks’ longstanding policy preferences. Although the SPEED Act was voted out of committee in the House two weeks ago with support from a handful of Democratic lawmakers, it has yet to win support from even moderate energy wonks in that legislative body, including Representative Scott Peters, one of the Democratic House negotiators in bipartisan permitting talks. Peters told me he would need to see more assurances dealing with the renewables permitting freeze, for example, in order for him to support the bill.
Observers had initially expected a full House vote on the SPEED Act as soon as this week, but an additional hurdle arose in recent days in the form of opposition from House conservative Republicans, led by Representative Chip Roy. The congressman from Texas had requested additional federal actions targeting renewables projects in exchange for passage of the One Big Beautiful Bill Act, which effectively repealed the Inflation Reduction Act. What followed was a set of directives from the Interior Department that all but halted federal solar and wind permitting. Roy’s frustration with the SPEED Act concerns a relatively milquetoast nod to renewables permitting problems that would block presidents from rescinding already issued permits. This upset appears to have delayed a vote on the bill in the House.
There’s an eerie familiarity to this moment: Almost exactly one year ago, the last major attempt at a permitting deal, authored by Senators Joe Manchin and John Barrasso, died when then-Majority Leader Chuck Schumer declined to bring it up for a vote in the face of opposition from the House. Unlike the SPEED Act, that bill offered changes to transmission siting policy that even conservative estimates said would’ve hastened the pace of national decarbonization.
Having Schatz, Heinrich, and Whitehouse — the three most powerful climate hawks in Congress — throw their weight against the SPEED Act casts serious doubt on the prospects for that legislation becoming the permitting deal this Congress. It also exposes an intra-energy world conflict, as it appears to position these lawmakers in opposition to American Clean Power, an energy trade group that represents a swath of diversified energy companies and utilities, as well as solar, wind, and battery storage developers.
Last week, ACP joined with the American Petroleum Institute and gas pipeline advocacy organizations to urge Congress to pass the SPEED Act. In a letter to House Speaker Mike Johnson and Minority Leader Hakeem Jeffries, ACP and the fossil fuel industry trade groups said that the legislation “directly addresses” the challenges facing their interests and “represents meaningful bipartisan progress toward a more stable and dependable permitting framework.” The only reference to potential additions came in a single, vague line: “While the SPEED Act makes important progress, there are additional ways Congress can facilitate the development of reliable and affordable energy infrastructure as part of a broader permitting package.”
This letter was taken by some backers of the renewable energy industry to be an endorsement without concessions. It was also a surprise because just days earlier, American Clean Power responded to the bill’s passage with a vaguely supportive statement that declared “additional efforts” were needed for “transmission infrastructure,” without which “energy prices will spike and system reliability will be threatened.” (It’s worth noting that the committee behind the SPEED Act, House Natural Resources, has no authority over transmission siting. No other proposal has yet emerged from Republicans in that chamber for Republicans to address the issue, either.)
One of the renewables backers taken aback was Schatz, who took to X to sound off against the organization. “Congratulations to ‘American Clean Power’ for cutting a deal with the American Petroleum Institute, but to enact a law both the house and the Senate have to agree, and Senators are finding out about this for the first time,” Schatz wrote in a post, which Whitehouse retweeted from one of his official X accounts.
In a subsequent post, Schatz said: “I am not finding out about the bill’s existence for the first time, I am tracking it all very closely. I am finding out that ACP endorsed it as is without anything on transmission, for the first time.”
By contrast, the statement from the three senators aligns them with the Solar Energy Industries Association, which sent a letter from more than 140 solar companies to top congressional leaders requesting direct action to fix a bureaucratic freeze on permit-related activity that has already helped kill large projects, including Esmeralda 7, which was the largest solar mega-farm in the United States.
In its message to Congress, the trade association made plain that while the SPEED Act was a welcome form of permitting changes, it was nowhere close to dealing with Trumpian chicanery on the group’s priority list.
We’ll have more on this unfolding drama in the days to come.
One longtime analyst has an idea to keep prices predictable for U.S. businesses.
What if we treated lithium like oil? A commodity so valuable to the functioning of the American economy that the U.S. government has to step in not only to make it available, but also to make sure its price stays in a “sweet spot” for production and consumption?
That was what industry stalwart Howard Klein, founder and chief executive of the advisory firm RK Equities, had in mind when he came up with his idea for a strategic lithium reserve, modeled on the existing Strategic Petroleum Reserve.
Klein published a 10-page white paper on the idea Monday, outlining an expansive way to leverage private companies and capital markets to develop a non-Chinese lithium industry without the risk and concentrated expense of selecting specific projects and companies.
The lithium challenge, Klein and other industry analysts and executives have long said, is that China’s whip hand over the industry allows it to manipulate prices up and down in order to throttle non-Chinese production. When investment in lithium ramps up outside of China, Chinese production ramps up too, choking off future investment by crashing prices.
Recognizing the dangers stemming from dysfunction in the global lithium market constitutes a rare area of agreement between both parties in Washington and across the Biden and Trump administrations. Last year, a Biden State Department official told reporters that China “engage[s] in predatory pricing” and will “lower the price until competition disappears.”
A bipartisan investigation released last month by the House of Representatives’ Select Committee on Strategic Competition between the United States and the Chinese Communist Party found that “the PRC engaged in a whole‐of‐government effort to dominate global lithium production,” and that “starting in 2021, the PRC government engaged in a coordinated effort to artificially depress global lithium prices that had the effect of preventing the emergence of an America‐focused supply chain.”
Klein thinks he’s figured out a way to deal with this problem
“They manipulated and they crushed prices through oversupply to prevent us from having our own supply chains,” he told me.
It’s not just that China can keep prices low through overproduction, it’s also that the country’s enormous market power can make prices volatile, Klein said, which scares off private sector investment in mining and processing. “You have two years, up two years down, two years up, two years down,” he told me. “That’s the problem we’re trying to solve.
His proposal is to establish “a large, rules-based buffer of lithium carbonate — purchased when prices are depressed due to Chinese oversupply, and released during price spikes, shortages, or export restrictions.”
This reserve, he said, would be more than just a stockpile from which lithium could be released as needed. It would also help to shape the market for lithium, keeping prices roughly in the range of $20,000 per ton (when prices fall below that, the reserve would buy) and $40,000 to $50,000 per ton, when the reserve would sell. The idea is to keep the price of lithium carbonate — which can be processed as a material for batteries with a wide range of defense (e.g. drones) and transportation (e.g. electric vehicles) applications — within a range that’s reasonable for investors and businesses to plan around.
“Lithium has swung from like $6,000 [per ton] to $80,000, back down to $9,000, and now it’s at $11,000 or $12,000,” Klein told me. “But $11,000 or $12,000 is not a high enough price for a company to build a plan that’s going to take three to five years. They need $20,000 to $25,000 now as a minimum for them to make a $2 billion dollar investment.” When prices for lithium get up to “$50,000, $60,000, or $70,000, then it becomes a problem because battery makers can’t make money.”
Both the Biden and Trump administrations have taken more active steps to secure a U.S. or allied supply chain for valuable inputs, including rare earth metals. But Klein’s proposed reserve looks to balance government intervention with a diverse, private-sector led industry.
The reserve would be more broad-based than price floor schemes, where a major buyer like the Defense Department guarantees a minimum price for the output from a mine or refining facility. This is what the federal government did in its deal with MP Materials, the rare earths miner and refiner, which secured a multifaceted deal with the federal government earlier this year.
Klein estimates that the cost in the first year of the strategic lithium reserve could be a few billion dollars — on the scale of the nearly $2.3 billion loan provided by the Department of Energy for the Thacker Pass mine in Nevada, which also saw the federal government take an equity stake in the miner, Lithium Americas.
Ideally, Klein told me, “there’s a competition of projects that are being presented to prospective funders of those projects, and I want private market actors to decide, should we build more Thacker Passes or should we do the Smackover?” referring to a geologic formation centered in Arkansas with potentially millions of tons of lithium reserves.
Klein told me that he’s trying to circulate the proposal among industry and policy officials. His hoped is that as the government attempts to come up with a solution to Chinese dominance of the lithium industry, “people are talking about this idea and they’re saying, Oh, that’s actually a pretty good idea.”