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Climate

What To Know About Biden’s Coal Lease Crackdown

On the future of coal mining, critical minerals, and Microsoft’s emissions

What To Know About Biden’s Coal Lease Crackdown
Heatmap Illustration/Getty Images

Current conditions: Rain and cool temperatures are stalling wildfires in an oil-producing region of Canada • A record-setting May heat wave in Florida will linger through the weekend • It is 77 degrees Fahrenheit and sunny in Rome today, where the Vatican climate conference will come to a close.

THE TOP FIVE

1. Severe storms in Houston kill 4

At least four people were killed in Houston last night when severe storms tore through Texas. Wind speeds reached 100 mph, shattering skyscraper windows, destroying trees, and littering downtown Houston with debris. “Downtown is a mess. It’s dangerous,” said Houston Mayor John Whitmire. Outside Houston, winds toppled powerline towers. At one point 1 million customers were without power across the state, and many schools are closed today. The storm front moved into Louisiana this morning, prompting flash flood warnings in New Orleans.

X/MattLanza

2. Biden administration plans to end new coal leases in Powder River Basin

The Biden administration yesterday unveiled a proposal that would end new coal leases in the nation’s largest coal-producing region. Nearly half the coal in the U.S. comes from the Powder River Basin, which spans 13 million acres across Montana and Wyoming. But production has been declining in recent years, “a not surprising development as coal-fired power plants retire,” noted E&E News. The new proposal from the Bureau of Land Management would allow mining to continue under existing leases until 2041 in Wyoming and 2060 in Montana. The proposal is subject to a 30-day public protest period before it becomes final.

Responses to the move fell along fairly predictable lines: Environmentalists applauded it; Republican politicians and mining groups slammed it. The proposal comes on the heels of the EPA’s new air pollution rules that will force existing coal-fired plants to cut their pollution by 90% in coming years, or close up shop.

The government estimates that ending coal leasing on federal land would cut greenhouse gas emissions by the equivalent of 293 million tons of carbon dioxide every year.

3. IEA calls for more investment in critical minerals to meet growing demand

The International Energy Agency is warning of a looming shortage of critical minerals and metals needed for the energy transition and calling for an increase in investment. The IEA’s Global Critical Minerals Outlook 2024 finds that prices for these materials dropped sharply last year to pre-pandemic levels as supply grew faster than demand. This was especially true for battery-pack materials like lithium, which saw a 75% drop in price.

IEA

The lower prices, while good for customers’ wallets, have stalled investment at a time when demand for these materials is skyrocketing. “Today’s combined market size of key energy transition minerals is set to more than double to $770 billion by 2040 in a pathway to net zero emissions by mid-century,” the report said. With that projection in mind, the IEA concluded that lithium supplies will meet only 50% of demand requirements by 2035; copper supplies will satisfy just 70% of demand.

The report calls for boosting efforts to recycle and reuse, and innovate, along with about $800 billion in mining investment by 2040. Interestingly, the report suggests that recycled critical metals could reduce new supply requirements by up to 30% for copper and cobalt, and 15% for lithium and nickel by 2040.

4. Data centers send Microsoft’s emissions soaring

In case you missed it: Microsoft released its annual sustainability report this week, and the news wasn’t great! The tech giant’s emissions have risen by nearly a third since 2020, in large part because of newly built, energy intensive data centers for AI and cloud computing operations. Lest we forget, back in 2020 the company set a goal of being “carbon negative” by 2030. “Microsoft’s predicament is one of the first concrete examples of how the pursuit of AI is colliding with efforts to cut emissions,” wrote Akshat Rathi and Dina Bass at Bloomberg. Microsoft plans to ramp up its spending on building out data centers even more this year and next.

5. Revolution Wind project installs first turbine foundation

One small but positive update on a U.S. renewables project: Construction has begun on Rhode Island and Connecticut’s first utility-scale offshore wind farm, with “steel in the water” and the project’s first turbine foundation installed. Ørsted and Eversource’s Revolution Wind project will generate 400 megawatts of clean power for Rhode Island and 304 MW for Connecticut, enough to power more than 350,000 homes. The project is expected to be up and running in 2025.

THE KICKER

America this week exceeded five million solar installations. Getting there took 50 years, but reaching the 10 million mark is expected to take just six years.

Yellow

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Climate

The World Cup’s Hottest Disaster Plan

Seattle practiced responding to a heat dome during the international soccer tournament. It didn’t go well.

A soccer ball and Earth.
Heatmap Illustration/Getty Images

Welcome to Seattle! If you’re one of the 750,000 visitors in town to watch the 2026 North American FIFA World Cup, you’re going to love it here. For one thing, you’ve arrived just in time for the city to suspend its interminable construction for the games. That’s a plus! Be sure to check out our newly pedestrianized Pike Place Market and stroll along the waterfront to “Seattle Stadium” (or sound like a local and call it “Qwest”). You might even get a little chilly from the wind off the bay — you can thank our “temperate, oceanic climate” for that. It’s what makes Seattle the safest place in the United States to attend (or play in) a World Cup game, per researchers at Queen’s University Belfast — at least, from the perspective of extreme heat.

That’s worth bragging about. Extreme heat has been a concern at almost every subsequent World Cup going back to the 2014 World Cup in Brazil, including the 2022 tournament in Qatar, which FIFA had to reschedule to the winter. The 2026 World Cup could get dicey, too. Of the 104 scheduled matches in 16 host cities in the U.S., Canada, and Mexico over the next month, at least half have a 50% chance or greater of being played in temperatures of 82 degrees Fahrenheit or higher, according to research by Climate Central — that being the threshold at which player performance begins to suffer, with athletes slowing down, getting sick, and making poorer decisions because of the heat. The odds of there being impairing heat during the World Cup final in New York on July 19 are basically a coin flip, and 17% higher than they otherwise would have been due to climate change-induced warming.

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AM Briefing

A Solar Bright Spot

On grid investments, CANDUs, and green steel

Qcells workers.
Heatmap Illustration/Qcells

Current conditions: Tropical Storm Cristina is inching north toward landfall in Central America, threatening floods, landslides, and winds of up to 73 miles per hour • Washington, D.C., is poised for rain for the rest of the week as temperatures rise to nearly 100 degrees Fahrenheit by Friday • By contrast, Cartersville, Georgia, where the solar manufacturer Qcells just started up its factory, is looking at a two-day break of sunshine from an otherwise gray and wet forecast.


THE TOP FIVE

1. America’s biggest solar factory is nearing full capacity

At the start of 2023, South Korea’s biggest solar manufacturer, Qcells, began construction on a sweeping new factory northwest of Atlanta in Cartersville, Georgia. Betting that U.S. tariffs on Chinese solar panels were here to stay, the company gambled on bringing most of the supply chain under one roof. On Tuesday, Qcells started producing solar cells at the plant, marking what it called “a major milestone toward completing the country’s only vertically integrated solar manufacturing plant.” The firm expects to reach full production by the third quarter of this year. The factory’s module assembly line, meanwhile, is now at full capacity, building 16,700 panels per day. “Producing the first solar cells at Cartersville is a milestone for Qcells and for American manufacturing,” Andy Park, the global chief executive of Qcells, said in a statement. “As our ingot, wafer, and cell lines reach full capacity, we’ll be making the major components of a solar panel right here in Georgia.”

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Climate Tech

This AI Software Saved New Yorkers $5 Million in Heating Costs

Entech’s S2 platform debuted last year to help make century-old boilers more efficient.

Entech's logo and boilers.
Heatmap Illustration/Getty Images

Emissions from existing buildings are responsible for about 70% of New York City’s climate emissions, with space heating as the dominant source. Yet most of the city’s multifamily buildings still rely on central steam boilers that cycle on and off when the outdoor temperature drops below a certain threshold, regardless of indoor conditions. The result is a system that leaves many residents sweltering in the dead of winter, wasting fuel and money while releasing unnecessary greenhouse gases.

Completely overhauling and modernizing a central boiler system — many of which date to the early 1900s — and installing a building-scale heat pump could address many of these issues. But that’s an expensive, complex, and disruptive endeavor that many building owners either can’t afford or simply don’t want to undertake. And while heat pump startups such as Quilt and Gradient are making inroads in single-family homes and individual apartment units respectively, neither is working to optimize the operations of existing steam boilers, which remain the dominant heating source for New York’s apartment stock.

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