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Climate

The Wildfire Smoke is Back

On Canada’s blazes, Tesla’s turnaround, and the Vatican climate summit

The Wildfire Smoke is Back
Heatmap Illustration/Getty Images

Current conditions: A giant billboard collapsed during a dust storm in Mumbai, killing at least 14 people • Tornado watches are in place across northern parts of Florida • The water is rising again in the flooded Brazilian state of Rio Grande do Sol.

THE TOP FIVE

1. Fires continue to burn in western Canada

Wildfires are still raging out of control in Canada, fueled by drought and strong winds. One, the Parker Lake fire, is approaching the town of Fort Nelson, where more than 4,700 people have been evacuated. The fires have sent plumes of smoke into northern states. Parts of Iowa are experiencing hazardous air quality today as a result. The skies have cleared a bit in the Twin Cities after the entire state of Minnesota was under an air quality alert on Monday

Smoke plumes from Canadian wildfires.AirNow

2. FERC announces new transmission rule

There was quite a lot of news coming out of Washington yesterday. Here’s a quick catch-up:

FERC overhauled transmission planning – The Federal Energy Regulatory Commission unveiled and approved a rule overhauling regional transmission planning to take into account the ongoing and planned transformation of the electric grid. As Heatmap’s Matthew Zeitlin explained, the new rule will require regional transmission organizations adopt the long view, extending their planning horizon over a 20-year period and calling for updates every five years. FERC is also requiring regional transmission planners to consult a specific set of economic and reliability benefits like reducing congestion on the grid and resilience against extreme weather and lower costs when selecting projects. And transmission planners will have to come up with a default method for allocating costs associated with new projects.

But Chuck Schumer downplayed the possibility of permitting reform – The Senate majority leader said a bipartisan package to overhaul permitting reform and speed up energy projects would be “virtually impossible” because Republicans have been blocking the effort.

Meanwhile, GOP attorneys challenged emissions rules – A group of Republican attorneys general launched a lawsuit against the Biden administration over the EPA’s new emissions limits for trucks, to be phased in over the next decade or so. Another lawsuit targets California for its ban on combustion trucks set to take effect in 2036.

Coming up today: President Biden is set to announce new tariffs on Chinese EVs and other imports today at 12:15 pm ET.

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  • 3. Tesla reportedly re-hiring some Supercharger workers

    When Tesla abruptly laid off its entire Supercharger team a few weeks ago, a rather stunned Robinson Meyer said on Heatmap’s Shift Key podcast that the “best case scenario” for what had happened was that Elon Musk was “cutting very deeply into teams that he knows in three to six months that he’s going to hire back.” This may be exactly what’s happened, though on a much shorter timeline. Bloomberg reported yesterday that Tesla has started hiring back some of the Supercharger team, including Max de Zegher, the director of charging for North America. It wasn’t clear how many workers were being re-hired, but Meyer noted that Musk’s philosophy is that “if you don’t need to go back and hire back or build back 10% of what you cut then you didn’t cut deep enough.”

    4. VW unveils trims for electric ID Buzz

    Volkswagen has released more details about its much-anticipated electric Microbus – aka the ID Buzz. In the U.S. it’ll come in three trims: Pro S, Pro S Plus, and 1st Edition. All of them will have a 91-kWh battery, 20-inch wheels, a 12.9-inch infotainment system, 30-color ambient lighting, and Park Assist Plus. “The colors are FUN,” wrote Michelle Lewis at Electrek. They range from Energetic Orange and Pomelo Yellow to Mahi Green and Cabana Blue, plus a few more. The vehicles will go on sale in the U.S. later this year. We don’t yet know the range or pricing.

    VW

    5. Vatican to host climate summit this week

    The Vatican is hosting a three-day international climate summit, starting tomorrow and ending on Friday. The event will focus on building climate resilience worldwide through mitigation and adaptation. “We no longer have the luxury of relying just on mitigation of emissions,” the event organizers wrote. “We need to embark on building climate resilience so that people can bend the emissions curve, survive the climate crisis, and bounce forward to a safer, healthier, more equitable, and sustainable world.”

    The event will culminate in a protocol “fashioned along the lines of the Montreal Protocol” that will “provide the guidelines for making everyone climate resilient.” The protocol will then be submitted to the UNFCCC. In written remarks ahead of the summit, Pope Francis said “the world in which we live is collapsing and may be nearing the breaking point.”

    THE KICKER

    EVs accounted for 4.3% of used car sales in the first quarter of 2024, according to used car sales platform Carvana. That is up from 1.8% of used car sales in the first quarter of 2023.

    Yellow

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    Sparks

    Electricity Bills Were Higher Than Ever in July

    Americans paid $217 on average for electricity last month, according to Heatmap and MIT’s Electricity Price Hub.

    A plug graph.
    Heatmap Illustration/Getty Images

    July is typically the season of high electricity bills, and this year is no exception.

    Nationally, the average electricity bill spiked to $217, an all-time high, according to new data from Heatmap and MIT’s Electricity Price Hub. That’s up from $177 in June, and $215 last July. Meanwhile, electricity rates were 19 cents per kilowatt-hour, virtually unchanged from June and slightly higher than July of last year.

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    Electric Vehicles

    Ford’s Latest EV Is a Pickup Truck Called Fathom

    The new vehicle — with a price tag just shy of $30,000, all in — represents the storied U.S. automaker’s big swing at winning entry-level buyers.

    A pickup truck.
    Heatmap Illustration/Getty Images, Ford

    Ford’s electric moonshot, the mid-size pickup truck that would get it back into the EV race, finally has a name: Fathom.

    The Detroit giant announced the name of its long-anticipated, highly mysterious vehicle on Thursday, alongside its price and some of its specs. The Ford Fathom will cost $28,350, not including delivery and destination fees that take its price right up to the 30-grand mark — $29,945, to be precise. Ford says it will start taking reservations early next year and deliver the first pickups later in 2027.

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    Blue
    AM Briefing

    New Tailwinds

    On Trump’s polysilicon tariffs, Oklo’s milestone, and black lung

    Offshore wind.
    Heatmap Illustration/Getty Images

    Current conditions: The heat dome in the American Southwest is worsening, with temperatures in Phoenix set to climb as high as 110 degrees Fahrenheit • The wildfires in Greece have killed at least five people as thermometers in Athens near the triple digits • Sri Lanka’s sprawling capital of Colombo is in the midst of a week of intense thunderstorms.


    THE TOP FIVE

    1. Trump administration may be forced to start reviewing wind projects again

    The Department of Defense halted reviews of onshore wind projects in May on national security grounds, a move that my colleague Jael Holzman described at the time as “extrajudicial” and that would ultimately “murder an American industry.” Now the judiciary is getting involved. On Tuesday, U.S. District Judge Karin Immergut, a Trump appointee, indicated that she would likely find in favor of a coalition of renewable energy groups that sued the Trump administration to restart reviews. At the start of a two-hour hearing, Courthouse News Service reported from the federal courthouse in Portland, Oregon, Immergut said there was “strong evidence the government had violated statutory and regulatory deadlines” when the Pentagon stopped carrying out routine reviews needed to progress federal permits for wind turbines to the Federal Aviation Administration.

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    Blue