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Current conditions: The Philippines issued its highest storm alert ahead of Super Typhoon Usagi • Pakistan declared a health emergency in Punjab as toxic smog worsened • Tropical Storm Sara is not expected to pose a major threat to Florida.
1. Leading climate advocates call for overhaul of COP process
Some of the leading voices on global climate science and policy have called for a fundamental overhaul of the COP process, saying the current structure “simply cannot deliver the change” at the exponential speed and scale that is necessary. The open letter, addressed to Executive Secretary of the UNFCCC Simon Stiell, is signed by 22 prominent researchers, advocates, and policymakers including former UNFCCC Executive Secretary Christiana Figueres, former UN Secretary-General Ban Ki-moon, and Director of the Potsdam Institute for Climate Action Research Johan Rockström. In short, the letter calls for less talk and more action, recommending the following measures:
So far negotiations at COP29 in Baku have been slow and unproductive. The president of host country Azerbaijan used his speech at the event to hail fossil fuels as a “gift of god.” Meanwhile multiple new reports have been released showing that emissions continue to rise and that the fossil fuel sector's commitments are not aligned with the Paris Agreement.
President-elect Donald Trump has tapped North Dakota Gov. Doug Burgum to lead the Department of the Interior. Trump made the announcement during a gala at Mar-a-Lago yesterday. “I won’t tell you his name — it might be something like Burgum,” Trump said. “Actually, he’s going to head the Department of Interior, and he’s going to be fantastic.” The DOI manages and protects federal lands, natural resources, and cultural heritage. As The New York Times pointed out, “its agencies lease many of those acres for oil and gas drilling as well as wind and solar farms.” There had been some rumors that Burgum would be selected to serve as Trump’s “energy czar,” but as Interior Secretary, he will be able to pursue Trump’s goal of expanding oil and gas drilling.
Biomass carbon removal and storage startup Vaulted Deep has raised $32.3 million in Series A funding. The company, which launched just last year, removes carbon by locking it away in organic waste (like biosolids, food, or manure) that it buries underground using already existing well infrastructure. So far Vaulted Deep has issued more than 7,000 metric tons of carbon dioxide removal, which it claims is “the industry's fastest and highest rate of deliveries in the first year of operations for durable CDR.” The company plans to use the new funding to develop new wells and grow its CDR capabilities. Earlier this year the decarbonization coalition Frontier facilitated $58 million in offtake agreements with the startup to remove 152,480 tons of CO2 by 2027.
Climate TRACE, the research coalition co-founded by Al Gore, released a report today that provides incredibly detailed greenhouse gas emissions data for geographic regions. The report reveals emissions from every country, but goes further to measure state, province, and county emissions, too. Shanghai is the most polluting city in the world, and China, India, Iran, Vietnam, and Brazil saw some of the biggest increases in emissions between 2022 and 2023. The U.S. remained the second largest emitter, but actually saw emissions decrease by 61,886,693.5 metric tons during that time. Seven states or provinces emit more than 1 billion metric tons of greenhouse gases. All but one are in China. The other is in Texas. “One of the sites in the Permian Basin in Texas is by far the No. 1 worst polluting site in the entire world,” said Gore. The report found that nearly 400 states in the top 30 most emitting countries have seen their emissions fall since 2021. But it also says that oil and gas emissions are probably three times higher than what is being reported by producers.
The UK government announced yesterday it will ban new coal mining licenses as part of its shift toward “the clean energy age.” “The UK has led the way in meeting global climate change targets to phase out coal-fired power. The government’s plan to prevent future coal mining is another step in its mission to make Britain a clean energy superpower, by transitioning away from fossil fuels to cleaner, homegrown energy sources,” announcement said. The UK closed its last remaining coal power plant earlier this year.
There are more than 1,700 oil and gas lobbyists at this year’s COP29 climate summit. That is more than the combined number of delegates from the 10 nations most vulnerable to climate change.
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The story of natural gas taxes and bans this election cycle is far more nuanced than that.
Berkeley, California and Washington State put the transition to all-electric buildings on the ballot last week, and in both cases, it seemed to fail the test. Voters in Berkeley overwhelmingly rejected a proposed tax on natural gas that would raise money for electrification projects. In one fell swoop, voters in Washington State repealed several of their nation-leading policies that encourage electric over gas appliances and barred cities and towns from passing similar policies in the future.
On the face of things, the results appear to show voters retreating from ambitious climate action and rejecting electrification — a concerning signal at a time when federal support for decarbonization is about to evaporate and state and local leadership to cut emissions will become paramount. But the specific circumstances behind each vote suggest that’s not the whole story.
The Berkeley proposal was submitted by a small group of activists who knew it was more ideologically driven than politically feasible, and it proved to be controversial even among diehard climate advocates in the city. The Washington State initiative slid onto the ballot just three months before the election and ultimately passed on a razor thin margin. The two cases offer distinct lessons andtakeaways, but to climate advocates, a budding backlash to electrification is not one of them.
The Berkeley proposal, otherwise known as Measure GG, was largely written by one person. Daniel Tahara is a software engineer at Tesla by day, and a climate activist by night with 350 Bay Area, a local chapter of the national climate advocacy group 350.org. For the past few years, he’s been animated by a question that I, too, am frequently asking: How are most people going to afford the steep cost of retrofitting their homes to use electric appliances?
To Tahara, finding an answer became more pressing last year when the Bay Area Air Quality Management District, a regional authority that regulates pollution, approved rules to phase out the sale of gas appliances. Starting in 2027, Berkeley residents will no longer be able to purchase a new gas-fired water heater if their old one fails — they’ll have to go electric. The rule applies to gas-fired furnaces and boilers in 2029. “We've got a lot of old buildings,” Tahara told me. “They would need a lot of electrical work to support new appliances, and people just don't have the money for it.”
His solution was Measure GG, an ordinance that would have imposed a tax of $2.96 per therm of natural gas used by buildings larger than 15,000 square feet. The estimated $26.7 million per year raised by the tax would go into a fund to help everyone else in town pay for electrification retrofits.
Tahara rallied a number of local environmental and community groups around the idea, but he did not have the support of the bigger non-profits and advocacy orgs that work on electrification policy in California, including the Building Decarbonization Coalition, Rewiring America, RMI, the Sierra Club, or the Natural Resources Defense Council.
"Any large blanket tax hike without input from those it would impact, no plans for a managed transition to the new fees, and no analysis on who is most likely to benefit or be burdened is likely to face real challenges with voters,” Alejandra Mejia Cunningham, the senior manager of building decarbonization for the NRDC, told me via email. “It is very important for tax-based policy proposals to be robust and thoroughly socialized."
I also talked to several Berkeley-based electrification supporters who voted no on Measure GG. Tom Graly, who chairs a local electrification working group, told me part of the reason the policy proved so controversial is that it singled out some of the city’s most beloved institutions, such as the Berkeley Bowl supermarket, a local chain, and the Berkeley Repertory Theater. The theater estimated the tax would cost it up to $69,000 per year, while converting off of gas would cost millions. “This well-intentioned ballot measure with its immediate implementation would be very harmful to our struggling organization,” Tom Parrish, the theater’s managing director said in a statement for the “No on GG” campaign.
Tahara based the tax on estimates for what’s called the “social cost of carbon,” or the projected economic damage that every additional ton of carbon dioxide put into the atmosphere will cause. But the number Tahara chose was on the high end — more than double the number the Biden administration uses when it weighs the costs and benefits of new regulations on carbon. If passed, the tax would more than double the cost of using natural gas in large buildings. He said some national groups gave him feedback on the proposal, like phasing in the tax over time and building in more exemptions, which he might consider for a future version. But he and his partners on the measure wanted to preserve their core thesis, which was that climate damages are already happening and are unaccounted for.
“I think part of our responsibility as local activists is to put out new ideas, to push the status quo,” he said. “I don’t think there’s been a lot of that that’s been happening in the last couple years.”
In Tahara’s view, the measure failed because the opposition campaign had a lot more money, and because even though Berkeley is often called the birthplace of the electrify everything movement, there’s still a lot of people in town who are completely unaware of the harm natural gas causes to the climate and to public health. On that, Graly agreed. “There's a huge education gap,” he said. “People just don't think about hot water. They turn on the faucet and the water is hot, and they're happy.”
Initiative 2066 in Washington State was a wide-ranging proposal to both roll back existing policies and preempt future ones. It was so wide-ranging, in fact, that its opponents believe it’s illegal under the state’s “single subject” rule for ballot measures, and they plan to fight it in court.
If the measure stands, it will invalidate the state’s nation-leading residential and commercial energy codes that strongly incentivize builders to forego gas hookups. It will remove a provision in state statute that requires Washington’s energy codes to gradually tighten toward zero-emissions new construction by 2031. It will repeal key parts of a law the state legislature passed earlier this year that require Washington’s biggest utility, Puget Sound Energy, to consider alternatives to replacing aging gas infrastructure or building new gas pipelines. And it will ban cities and towns from passing any local ordinances that “prohibit, penalize, or discourage” the use of gas in buildings.
The initiative was one of four put on the ballot by Let’s Go Washington, a group bankrolled by hedge fund manager and multimillionaire Brian Heywood, and had the Building Industry Association of Washington as its primary sponsor, alongside a number of other pro-gas, pro-business, and realty groups.
There’s no doubt 2066 is a significant setback in the state’s progress toward cutting carbon emissions. But when I asked climate advocates in Washington how they were interpreting the outcome, they pointed to a handful of reasons why they weren’t too concerned about public sentiment around decarbonization.
First, the vote was incredibly close, with just over 51% of voters checking “yes.” Second, another initiative Let’s Go Washington put on the ballot — 2117, which would have repealed the state’s big umbrella climate law that puts a declining cap on emissions — unambiguously failed, with 62% voting “no.” Third, they argue the split reflects confusion about what 2066 would do.
The “yes on 2066” campaign sold it as a measure to “protect energy choice” and “stop the gas ban,” warning that otherwise utility rates would increase and the state would force homeowners to pay tens of thousands of dollars to retrofit their homes. There are kernels of truth to the messaging — the state’s building codes seriously limit developers’ ability to put gas hookups in new construction without outright banning them. The new law affecting Puget Sound Energy is primarily a planning policy that requires the utility to consider alternatives to gas infrastructure, but it doesn’t force anyone to get off gas, and regulators are likely to approve only those alternatives that save ratepayers money.
“I think voters were responding to a lot of misinformation and fear-mongering,” said Leah Missik, the Washington deputy policy director for Climate Solutions, a regional nonprofit that helped spearhead the “no on 2066” campaign. She emphasized that it was put on the ballot in July, giving groups like hers only a few months to drum up their response to it, whereas they knew about 2117 for over a year, and thus had a lot more time to educate voters on what that initiative would do.
The confusion probably also wasn’t helped by the fact that the policies 2066 repealed were incredibly wonky, dealing with building codes and utility planning.
“I think that given all of those headwinds, the fact that about half of Washingtonians still voted against initiative 2066 is a testament to how popular climate action is in the state,” Emily Moore, the director of the climate and energy program at the Sightline Institute, a Seattle-based think tank, told me.
Sightline didn’t campaign for or against the measure, but Moore had some takeaways from the vote. She said environmental groups spent a lot of their energy countering the narrative that there was a gas ban, which may have inadvertently reinforced the idea. One lesson for the future might be to put more emphasis on the benefits of electrification, like the fact that heat pumps provide both heating and cooling and half of the state doesn’t currently have air conditioning. The other anti-climate measure, 2117, may have failed so decisively because Washington’s emission cap policy has raised more then $2 billion in funding for projects that people are already seeing the benefits of, like free transit passes.
“Likely a no vote on that one felt like getting to keep good things,” she told me. “I think we have more to do to show that getting off of gas means getting good things too.”
The Trump administration is hoping to kill the $7,500 tax credit for electric vehicle buyers, according to a Reuters report citing two anonymous sources within the Trump transition team.
That aspiration isn’t totally unexpected — President-elect Donald Trump flirted with ending the EV tax credit throughout the campaign. But it’s nonetheless our first post-election sense of how the Trump administration plans to pursue the Republican tax package that is expected to be the centerpiece of its legislating agenda.
If the EV tax credit is repealed, it would deal a significant setback to the American auto industry’s attempts to make the transition to electric vehicles. General Motors, Ford, and other legacy automakers have invested billions of dollars to build EV factories and battery plants in order to prepare for an electric future. The Alliance for Automotive Innovation, the automaking industry’s trade group, has privately lobbied lawmakers to keep all of the Biden administration’s subsidies for EV production.
GM and Ford aren’t doing this just for the climate. They’re trying to compete with European and East Asian automakers that are transitioning to EVs — and will continue to transition, regardless of policy changes within the United States. BYD, the Chinese company that exclusively makes EVs, is on track this year to sell more cars globally than Ford. That’s the entire Ford line-up, not just EVs. China has reached its commanding position in the EV industry partly by offering EV consumers and companies more than $200 billion in subsidies, according to an analysis from the Center for Strategic and International Studies.
The rollback would also be a setback for Tesla and Rivian, the two highest-profile American EV-only companies. Yet according to the same Reuters report, Tesla supports the plan to repeal the tax credit. Elon Musk has asserted in interviews that because Tesla has more experience building EVs than any other company, it would suffer least from the subsidy’s disappearance. (As the country’s No. 1 EV seller, Tesla has also likely benefited from EV tax credits — in their current and pre-Biden forms — more than any other company.) Repeal is part of Musk’s hypothesized plan to turn Tesla into a de facto monopoly, controlling the entire American EV industry.
Rivian shares have fallen 11% today, while Tesla’s are down just 5%. Ford and GM are trading flat.
The new GOP majorities in Congress hope to extend their 2017 package of tax cuts, which mostly benefit wealthy Americans. One way to pay for those tax cuts could be to repeal the tax incentives in the Inflation Reduction Act, President Joe Biden’s landmark climate law. The news today, then, is mostly a sign that the battle lines are being drawn in the auto industry: Much of the auto industry wants to keep the full slate of EV subsidies. Tesla wants to take them down.
Biden’s fast-charging rollout is way behind. But slow-charging is still an option.
We’ve got a high-speed charging problem.
Without readily available high-speed charging, people will never let go of their range anxiety fears and buy electric; but unless you have people in EVs willing to pay to charge their cars, there’s no reason to build the chargers. The Biden administration thought it could solve the problem with money — that is, a big, federally funded build-out of chargers that can fill an EV’s battery in 20 to 30 minutes. But even breaking ground has been a slog. Years after Congress first approved giving billions of dollars to states so they could fill out America’s EV-charging corridors, few projects have made it all the way through the bureaucratic process to the point of construction.
The grant money from Biden’s laws is still flowing, and more high-speed chargers are in the pipeline. But federal dollars are likely to dry up in a Trump presidency that promises to attack climate achievements like the Inflation Reduction Act.
Things aren’t that much rosier in private industry. Trump’s ally Elon Musk built out the best EV charging network at Tesla and then opened it to other automakers. This year, though, he fired the Supercharger team amid mass layoffs. Now, at the moment Musk has Trump’s ear, EV charging simply doesn’t seem that important to him. And while groups of other car manufacturers have come together to promise more fast-charging stations of their own, those plans may be reconsidered in a more hostile climate for EVs.
If you’re feeling like charging gloom is a death knell for the EV revolution, I would ask you to remember one thing: This isn’t the way most people charge their cars.
Yes, you need DC fast chargers to take a road trip down the highway. And for those who can’t charge at home or at work, public high-speed charging becomes the default option — you’re not going to park at Whole Foods long enough to put on 200 miles. But a future with high levels of American EV adoption will be one in which most charging happens slowly, at Level 2 chargers in people’s garages, in parking lots, and on the sides of public streets. Expanding our focus to low-tech EV charging, then, is one way to make Americans more confident about ditching gas, even during the coming Trump era redux.
For one thing, lower-tech solutions are more affordable. As the Society of Automotive Engineers notes, slower AC chargers are much cheaper for cities or businesses to install compared to the tens or hundreds of thousands of dollars for DC fast chargers. Appropriate electrical infrastructure already exists in many places — street lights, for example, use a 277-volt standard that could be repurposed for slow EV charging. All you need to do is run wires down to street level so cars can plug in.
You probably won’t fill up your car’s battery on streetside slow chargers. On my Tesla Model 3, this charging speed adds, at most, about 30 miles of driving range per hour. (That’s why home and office charging is so appealing: the eight hours you spend sleeping or working is about enough to fill up the battery.) Yet a world of ubiquitous Level 2 plugs would add peace of mind. Think of it like plugging in your phone at a bar or at the airport. Sometimes, a little extra juice is just what you need to get by.
Seeing these plugs everywhere would help drivers feel like it’s not an emergency every time the car gets a little low, and the big charging depot (where there might be a line of cars, anyway) is miles away. Slow chargers also put less pressure on our already-creaking electrical grid compared to DC fast-chargers, which unleash upwards of 350 kilowatts at once. They’re also considered to be better for the long-term health of a battery because fast-charging leads to faster degradation, though by how much is not clear.
“Slow plugs everywhere” isn’t a perfect solution. A few streetside plugs exist in my part of Los Angeles, but you’d need a lot to make a difference; it’s not until such plugs are the norm rather than the exception that you’d have a good chance of grabbing a spot when you need it. Plus, infrastructure left out on the street is susceptible to vandalism as well as normal wear and tear. That’s why some places in Europe have embraced the “bring your own cable” approach to such chargers so cords are not left on the sidewalk, sitting in the rain and getting in the way.
Despite the challenges, slow charging offers states and cities miffed by Trump’s election a low-tech way to make themselves more EV-friendly. They could also use the power of the legislative pen to mandate that apartment buildings and condominium developments install plugs in their parking lots, for example. Then, blue state residents and urban dwellers — the very people most likely to want EVs to fight climate change, but least likely to have the ability to put in their own home plugs – can buy an EV without also buying a lifestyle of inconvenience.
Fast-charging still matters a lot. The rapid growth of DC stations over the past decade has created a country where nearly all the major interstate highways have enough plugs for EV drivers to get by. Many more are needed in cities, along state highways, and near far-flung destinations like the National Parks before most people will be confident an electric vehicle can take them anywhere they want to go.
As the refrain goes, though, most people do the vast majority of their driving within a few miles of their homes. If a rollout of slow plugs makes it possible for them to steal a few electrons while they go about their lives, American confidence in EVs will rise.