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On the fate of climate grants, Greenpeace’s big lawsuit, and Keystone XL
Current conditions: The Pacific Northwest will soon get some relief from back-to-back atmospheric rivers • Wildfires burning in Canada appear to have survived two consecutive winters • Intense thunderstorms are forecast for Rome, Italy, where delegates are gathering this week to hopefully put a plan in place for halting global biodiversity loss.
The battle over Biden-era climate funds continues. As a refresher: Under the Trump administration, the Environmental Protection Agency is trying to claw back some $20 billion in grants awarded through the Greenhouse Gas Reduction Fund, an Inflation Reduction Act program for climate mitigation and adaptation initiatives. Yesterday a group of Senate Democrats called on EPA Administrator Lee Zeldin to abandon the effort to revoke the funds, saying he is illegally ignoring congressional spending authority. And a group of five nonprofits (including United Way, Habitat for Humanity, Rewiring America, and others) who received some of the money said they will start handing it out in the coming weeks and months to “support energy efficiency upgrades, build homes, and boost lending capital for rural, affordable, and multifamily housing,” Politicoreported.
Investment in clean energy and transportation reached $272 billion in the U.S. last year, which is a 16% rise on the previous year, according to Rhodium Group’s Q4 analysis. The “primary drivers of investment” were consumers who were buying clean technologies like EVs, heat pumps, and renewable electricity and storage solutions. Here is a look at those “retail” trends over the last four years:
Rhodium Group
Clean investment accounted for about 5% of U.S. private investment in the last quarter of 2024, up slightly from the same quarter in 2023. Total investment in Q4 was $70 billion, down 1% from Q3. Rhodium’s report said that while the overall investment trend signals growth, “it also reflects a deceleration from the previous streak of quarter-on-quarter increases.” In other words, growth seems to be slowing.
President Trump wants the Keystone XL oil pipeline project to be built, he said in a social media post yesterday. The 1,200-mile pipeline was supposed to carry about 800,000 barrels of Canadian oil sands crude per day to Nebraska, but has been rejected several times – most recently by President Biden in 2021 – over concerns about its environmental impacts. The company that had been trying to develop the pipeline, South Bow Corp., has since abandoned the project, and a spokesperson toldBloomberg the firm has “moved on.” In his post, Trump said, “If not them, perhaps another Pipeline Company.”
And speaking of pipelines, Greenpeace goes to court this week over the Dakota Access Pipeline, or rather the group’s opposition to it. Texas-based Energy Transfer is accusing Greenpeace of coordinating disruptive protests over the pipeline’s construction in 2016 and 2017. The pipeline has since been completed and is transporting oil, but still Energy Transfer is seeking $300 million in damages, an amount that could bankrupt the activist group. Greenpeace says it played a supportive role in the demonstrations, which were largely organized by Native American groups. It calls the trial “a critical test of the future of the First Amendment, both freedom of speech and peaceful protest under the Trump administration and beyond.”
China is aiming to clean up its chronic air pollution problem this year, according to the country’s director of the Department of Atmospheric Environment, Li Tianwei. In the ongoing “battle for blue skies,” the country will roll out new emissions standards, increase the use of electric vehicles and low-carbon machinery at transportation hubs, and move more goods via rail and water, Reutersreported. The country will also focus on improving air quality forecasting and giving advanced warning when pollution is expected to rise. About 2 million people die in China every year from exposure to air pollution, according to the World Health Organization. Pollution levels have been falling in recent years, but still remain above WHO standards.
Tesla sales in the European Union were down 45% last month compared to the same period in 2024. Meanwhile, overall EV sales in the EU were up 37%.
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On greenhouse gas regulations, coal power, and contaminated drinking water
Current conditions: An electricity transmission line failure triggered a massive blackout in Chile • Six tropical storms are currently swirling in the Southern Hemisphere • The Santa Ana winds are returning to Southern California this week.
Environmental Protection Agency Administrator Lee Zeldin has reportedly been advising the Trump administration to repeal a landmark scientific finding that explicitly identified greenhouse gases as a public health threat. The 2009 “endangerment finding” gave the EPA the authority to regulate these gases. President Trump ordered the EPA to review the finding, but the agency has not publicly released any recommendations yet. According to The Washington Post, Zeldin has “privately urged the White House” to strike it down.
Power generators in the U.S. plan to retire 8.1 gigawatts of coal-fired capacity this year, according to the Energy Information Administration. That’s more than double the 4 GW retired last year but less than the 9.8 GW that have been taken offline each year over the last decade. Planned retirements across all sources for 2025 total about 12.3 GW, and coal power retirements account for the largest share at 66%, followed by natural gas at 21%. At the same time, the EIA expects 63 GW of new utility-scale power capacity to come online this year, 81% of which will be solar and battery storage.
EIA
EIA
The U.S. and Ukraine have reportedly reached a deal that would see Ukraine share some of the revenue from its state-owned natural resources – including oil, gas, and critical minerals – with the United States. Ukraine has large deposits of critical minerals and rare earth materials, some of which are essential in clean technologies including electric vehicles. President Trump previously said he wanted access to some of those materials. The terms of the new deal remain unclear, but a draft seen by some outlets suggests Ukraine would put 50% of future mineral proceeds into a newly established joint fund, up to $500 billion. Some of the money would be reinvested into the war-battered country, and “the United States would provide a long-term financial commitment to the development of a ‘stable and economically prosperous Ukraine,’” according toRetuers. However, there do not seem to be any clear security guarantees for Ukraine in the deal. The Financial Times also noted that it “leaves crucial questions such as the size of the U.S. stake in the fund and the terms of ‘joint ownership’ deals to be thrashed out in follow-up agreements.” Ukrainian President Volodymyr Zelensky reportedly plans to meet with Trump in Washington on Friday.
The nonprofit Environmental Working Group has published its newly updated tap water database, showing that millions of Americans are drinking water that contains “forever chemicals” (or PFAS) and other contaminants. EWG synthesized reports from 50,000 individual water systems across the country. In total, 563 utilities reported unsafe levels of forever chemicals. Almost all community water systems contained detectable levels of contaminants of some kind – from PFAS to heavy metals to radioactive substances. As Heatmap’s Jeva Lange reports, the Environmental Protection Agency is required to report drinking water data, but it’s never released a comprehensive database, and information can be hard to come by. “EWG is filling this need for people to have a national clearinghouse where they can easily access their drinking water data,” Tasha Stoiber, a senior scientist with EWG, told Lange.
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The UK needs to bring its emissions down by 87% compared to 1990 levels by 2040 if it is to remain on track for net zero by 2050, according to a new report from the Climate Change Committee, which is an independent climate adviser to the government. Sixty percent of those 2040 reductions will come from electrification – decarbonizing the grid, switching to EVs, and swapping out fossil fuel home systems with heat pumps, etc. The report noted that the UK has already cut its greenhouse gas emissions in half since 1990 by “expanding renewable power and phasing out coal in the electricity sector.” Going forward, surface transport alone will account for nearly 30% of emissions cuts, with three-quarters of cars and vans on the road in the UK expected to be electric by 2040.
A recent study found that in spring and summer, trees and other vegetation in Central Los Angeles can absorb up to 60% of the carbon dioxide that gets emitted during the daytime.
Rob and Jesse sort through their feelings after Trump's second first month in office.
Congress is still debating the fate of the Inflation Reduction Act, but the Trump administration has already torn up energy and climate policies across the federal government. It’s time to step back and try to take stock. How much damage has the Trump administration already done to decarbonization? What’s most worrying? What was going to happen anyway? And what might still be saved?
On this week’s episode of Shift Key, Rob and Jesse go agency by agency to understand the most important changes and try to understand the deeper agenda — including potential points of incoherence or disagreement. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
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Here is an excerpt from our conversation:
Robinson Meyer: I think one thing that is also, when you zoom out, is that this is the kind of broader incoherence of their agenda, right? So the U.S. is scheduled to gain a massive addition of new liquefied natural gas export terminals at the end of the Trump term — in the last two years of the Trump term. The Trump administration is quite keen to further expand that expansion and approve another set of terminals that would come on in the late 2020s and early 2030s.
I want to observe a few things about that. I think one thing is that the Trump administration is, to quote a think tank analyst I was talking to recently, is pattern-matching to the late 2010s experience. The U.S. added LNG export capacity during the first Trump administration and gas prices didn’t go up because natural gas production in the U.S. basically scaled with export capacity.
We are going to significantly increase that again. I think we’re basically going to double LNG capacity toward the end of the Trump term. And they are basically assuming that the U.S. will just continue to scale gas extraction capacity at the same time that, presumably, they’re going to expand the power grid’s reliance on natural gas with their power policies. They’re really setting up an environment to be surprised by a natural gas price spike if their supposition is wrong, that the U.S. can’t just expand gas capacity in line with its export capacity.
Jesse Jenkins: Or even if it can expand it, it seems like the market needs higher prices to support that expansion. So maybe we can add enough supply to supply new LNG terminals, but we’ll do so at a higher domestic price because that’s what’s needed to get this production onto the market. Otherwise, it would already be there.
Meyer: And also, globally, natural gas prices are much higher than they are in the U.S. That’s one reason U.S. electricity prices are so cheap. If we build so much LNG that we hook our domestic natural gas market into global LNG markets, then like …
Jenkins: Prices become more volatile.
Meyer: Prices become more volatile, exactly.
Music for Shift Key is by Adam Kromelow.
If you haven’t asked, don’t assume the answer is no.
Approximately 32,000 people drink the tap water in Moses Lake, Washington, an agricultural town in the Columbia River basin approximately 175 miles to the east of Seattle. If you were to sip that water over the course of a lifetime, you’d consume 7,457 times the recommended limit of perfluorooctane sulfonate and perfluorooctanoic acid — two chemicals that fall under the umbrella of per- and polyfluoroalkyl substances, also known as PFAS or “forever chemicals.”
Moses Lake’s contaminated groundwater dates back to when the town was the site of the Larson Air Force Base, which was also used for years as a dump site for toxic waste. But it’s story is not unique: the city’s water utility is one of 563 in the Environmental Working Group’s newly updated tap water database to report unsafe levels of PFOA and PFOS. That’s not even to mention all the other possible PFAS contaminants that can be found in drinking water or the utilities that haven’t tested for PFAS at all.
Though the Environmental Protection Agency is required by a 1996 amendment to the Safe Water Drinking Act to report drinking water data, it’s never released a comprehensive database, and information can be hard to come by. EWG, a nonprofit that focuses on contaminants and toxins, synthesized reports from 50,000 individual water systems across the country, looking at more than 300 contaminants beyond PFAS. It also offers fairly conservative exposure recommendations for each, often based on California’s public health goals. “EWG is filling this need for people to have a national clearinghouse where they can easily access their drinking water data,” Tasha Stoiber, a senior scientist with EWG, told me.
The United States Geological Survey estimates that as much as 20% of Americans drink, bathe, and brush their teeth with PFAS-contaminated water. But unless you know where to look — or bother to — you could be drinking the chemicals entirely unawares. “The first step is to find out about what’s in your drinking water,” Stoiber added. “Depending on where you are, the quality of your drinking water can vary.”
The obvious safeguard here is federal regulations. But despite PFAS being linked to a whole host of poor health outcomes, including kidney and testicular cancer, decreased fertility, and thyroid disease, the Environmental Protection Agency only announced legally enforceable limits for six PFAS chemicals in drinking water last year, under President Joe Biden. (The EPA has estimated that the quantifiable health benefits of those six regulations alone reach $1.5 billion annually.) At the same time, a Biden-era effort to limit PFAS discharged into industrial wastewater — which can subsequently spread to drinking water — stalled out in 2024, and never advanced past the notice phase of the rulemaking process. President Trump promptly scrapped the draft guidelines after taking office.
The future of PFAS regulation now hangs in a strange limbo. Though EPA Administrator Lee Zeldin previously voted for regulating some PFAS in drinking water while serving as a New York congressman, the deregulatory influences in the Trump administration seem poised to win out over the voices in the Make America Healthy Again camp epitomized by Robert F. Kennedy, Jr.’s often conspiratorial emphasis on “wellness.” (While some concerns, like microplastics and PFAS, are backed by ample research, the right-wing health movement also expresses skepticism about long-proven health measures like pasteurization and vaccines.)
But as Sharon Udasin and Rachel Frazin, the co-authors of the forthcoming book Poisoning the Well: How Forever Chemicals Contaminated America, chorused to me, RFK Jr. “isn’t in charge of the EPA.” In fact, the Project 2025 blueprint for the Trump presidency — over a third of which has already been implemented — explicitly singles out a need to “revisit” a Biden-era designation of PFAS as hazardous.
In filling out his environmental team, Trump reappointed Nancy Beck, who has a history of opposing PFAS regulations, as a senior adviser to the EPA’s Office of Chemical Safety. Lynn Ann Dekleva — who spent three decades at DuPont, the chemical manufacturer accused of concealing the dangers of PFAS by Ohio attorney Rob Bilott of Dark Waters fame — is also now the EPA’s deputy assistant administrator. In Congress, the Senate Committee on Environment and Public Works is chaired by Republican Senator Shelley Moore Capito of West Virginia, who has argued that the dangers of PFAS have been overblown, and that the chemicals are too expensive to regulate. Widespread federal layoffs by Elon Musk’s efficiency team will also stymie efforts to curb PFAS, the regulation of which would require “scaling up — not scaling down — government bodies such as the EPA, the Occupational Safety and Health Administration, the Consumer Product Safety Commission and so on,” the International Chemical Secretariat, an environmental organization, has noted.
Though some states have begun implementing their own PFAS restrictions, “the more that we test for PFAS, the more places that we’re finding it,” Stoiber, the EWG scientist, told me. “It’s being addressed in a patchwork way.”
EWG recommends investing in a good water filtration system if you live in a place with PFAS contamination. But “we recognize that filtering water isn’t the solution to water contamination,” Sydney Evans, an EWG senior science analyst, added to me. “The burden should not be on the individual.”
Still, with clean water regulations in jeopardy, the onus nevertheless falls on individuals to assess their own risks. That’s long been the case with PFAS in particular, according to Udasin, the author.. “It’s been like that from the beginning,” she told me. “Regulatory agencies kicked the can down the line; it was really the grassroots activists and scientists working together who raised awareness about this issue in terms of home filtration systems, which now some states have provided for people.”
Perhaps most alarming of all, though, is the fact that drinking water is only a part of the picture when it comes to PFAS exposure. “The water issue with PFAS is one that we often hear about because that’s the one that impacts a lot of people very acutely,” Frazin, Udasin’s co-author, told me. But people are also exposed to PFAS “in their personal care products, waterproof cosmetics, nonstick pans, and waterproof clothing. They’re also in a lot of stain-resistant sprays.” By the EPAs estimate, just 20% of PFAS exposure probably comes from contaminated drinking water.
The nasty truth about forever chemicals is contained in their name — they aren’t going away. The Larson Air Force Base in Lake Moses, Washington, closed in 1966, but the legacy of PFAS lingers in the groundwater to this day. Until a government steps up to regulate not just PFAS in drinking water, but production at the source, lives will be in danger. “We wouldn’t even be having this conversation if PFAS wasn’t in the water to begin with,” Evans of EWG reminded me. “There is progress being made, but it’s looking upstream where we can solve a lot of these issues.”