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On the new PFAS rules, firefighters, and Tesla’s brand loyalty

Current conditions: More than 100,000 people have been evacuated in Kazakhstan and Russia due to the worst flooding in decades • The U.K. is expecting a “mini heatwave” • Multiple tornado warnings have been issued in southern Louisiana.
In an “extraordinary” move, the Environmental Protection Agency today announced limits on “forever chemicals” in drinking water. The rule means municipal water systems will have to monitor for six types of PFAS chemicals and remove them. “This is historic and monumental,” Emily Donovan, co-founder of advocacy group Clean Cape Fear, told NPR. “I didn’t think [the EPA] would ever do it.”
There are more than 12,000 known PFAS, and they are just about everywhere, including in nearly half the tap water in the U.S. PFAS exposure in humans has been linked to health problems including decreased fertility, developmental delays, metabolic disorders, and increased risk of some cancers. Utilities have five years to comply with the rule, which will cost them about $1.5 billion annually. Some money from the bipartisan infrastructure law will go toward helping states with rolling out the monitoring and filtration systems.
If you are wondering what any of this has to do with climate change, note that “these synthetic organic chemicals are typically fossil fuel derivatives,” Elsie Sunderland, an environmental chemist at Harvard, explained to Vox. “We talk about climate change and chemical exposure as two separate issues, but we should start thinking about them together. As we move away from fossil fuel combustion and towards renewable energy, the industry is going to turn their products into plastics and synthetic chemicals.”
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Scientists have been digesting yesterday’s report from the European Copernicus Climate Change Service (C3S), which said that last month was the warmest March ever recorded and that temperatures have been at record highs for 10 months straight. The bleak data has some researchers worried the rate of warming is increasing and that we’re in “uncharted territory.” It’s worth compiling some of their thoughts here:
Not all experts agree the rate of warming has increased. “The world is warming AS FAST as we predicted,” said climate scientist Michael E. Mann, “and that’s bad enough.”
America’s federal wildfire officials are changing how they recruit, hire, and assign firefighting crews in response to growing wildfire threats, according to The Associated Press. The change is “the biggest shift in wildfire management in decades.” It involves creating more leadership teams – the top-level crewmembers who take on the biggest and most complex fires – and recruiting a lot of new wildland firefighters. The Forest Service aims to hire around 11,300 firefighters this year, AP reports. While in the past many firefighting jobs were seasonal, a longer season calls for more permanent positions. Fire season is already underway. More than 2,669 square miles burned in the first three months of 2024, more than half of last year’s total.
There are more electric vehicles coming onto the American market every year, but Tesla owners can’t be lured away. A recent survey from Bloomberg Intelligence finds 87% of Tesla drivers in the U.S. say they’ll stick with the brand for their next vehicle purchase, the highest retention rate among the brands in the survey. The second-highest was for Lexus at 68%, followed by 54% for Toyota. At the bottom end was Kia at 33%. About 81% of potential Tesla drivers are switching from other EV brands. Overall, the survey found that 42% of respondents were thinking of buying an EV for their next car.
The Biden administration yesterday issued its final rule limiting dangerous air pollution from chemical plants. The new EPA regulations will require more than 200 plants to reduce emissions of several toxic chemicals, but focus heavily on two in particular that are very likely carcinogenic: ethylene oxide (used as a sterilizer) and chloroprene (used to make rubber). Manufacturers will now have to monitor their operations for emissions of these two substances and stop any leaks they find. They’ll also have to submit quarterly data from their monitoring efforts, which will be made public, The New York Times reported. The rule is expected to reduce ethylene oxide and chloroprene emissions by 80%, and cut more than 6,200 tons of toxic air pollution every year, “dramatically reducing the number of people with elevated cancer risk,” the EPA said.
Coal power could account for less than 10% of the total U.S. electricity mix in the coming weeks, a record low.
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Even the hardiest are shivering at the price of heating oil.
As leaves begin to turn from green to autumn hues of amber, gold, and brown, New England is preparing for an expensive winter.
While most of the country heats their homes with natural gas or electricity, about 5 million households — overwhelmingly located in the Northeast — use oil. Like diesel and gasoline (both of which have set price records recently) home heating oil is distilled from crude oil, which is currently trading at prices not seen since the early months of the war between the United States, Israel, and Iran.
Benchmark oil prices are over $100 for the first time since the spring as the Iran War grinds forward with no end in sight. Houthi attacks on Saudi oil tankers and infrastructure in and around the Red Sea and continued Ukrainian drone strikes on Russian refineries have put added pressure on U.S. facilities to supply the world with gasoline, jet fuel, and diesel, raising prices domestically. Russia’s own fuel imports reached a record 172,000 metric tons in August, according to an analysis from the Centre for Research on Energy and Clean Air, mostly from South Korea and India, putting further strain on the global market (the country was once the largest exporter of refined products).
The effects have trickled downstream to the distillate market, as well. Diesel prices surged past $6 per gallon on Friday, while retail home heating oil prices in Maine, one of the Northeastern states most dependent on oil to heat homes, are around $5.39, their highest since April. Making matters worse, stocks of distillate fuel oil, which includes heating oil, are at their lowest level for this time of year since the Energy Information Administration started keeping records. The EIA released a new forecast this week projecting that “global production of distillate fuel will remain below last year’s levels in the coming months, contributing to low U.S. diesel inventories and high diesel prices.”
For Mainers and others across New England, that adds up to a hard winter to come.
“As the most heating oil reliant state in the country, Mainers are uniquely impacted by rising and volatile oil prices,” Acting Commissioner of the Maine Department of Energy Resources Celina Cunningham told me in an emailed statement. About half of the state’s residents “still rely on oil as their primary heating fuel,” she told me, even as outgoing Governor Janet Mills has encouraged heat pump adoption. “The cost of heating oil is already more than 60% higher than it was at this time last year,” Cunningham added, “putting added pressure on Maine households as we head into the winter heating season.”
Mark Wolfe, executive director of the National Energy Assistance Directors Association, told me that the total cost of heating a home exclusively on oil will jump from $1,740 to $2,297 this winter. “Families using heating oil will get hit twice — first from gasoline, and then heating oil,” he said.
The price of home heating oil has long been a hot button issue in New England politics, and this year’s slate of Congressional races is no exception. Matt Dunlap, the state auditor and Democratic nominee in Maine’s Trump-voting 2nd Congressional District, told reporters earlier this week while standing in front of a heating oil delivery truck that “right now, families across this district are sitting at their kitchen tables signing their heating oil contracts for the winter and staring at numbers they simply cannot afford.” In keeping with Trump’s recent admonition to pretend he’s on the ballot, Dunlap used the occasion to criticize the president’s foreign policy. The Iran War, Dunlap said, “is not an abstract foreign policy debate. That’s the reason your heating bill this winter could be hundreds of dollars higher than it was last year.”
Susan Collins, the Republican senator running for re-election in Maine, regularly highlights her role in bringing in funding from the Low-Income Home Energy Assistance Program for Mainers, even as staff in charge of administering the program were laid off early in the Trump administration.
To the extent New Englanders can expect any relief, it likely won’t come from the supply dynamics of heating oil — the EIA has upped its price forecast for both this year and 2027. They may, however, simply need less. Thanks to what could be an historically strong El Niño, New England may be in for a warmer (albeit wetter) winter than usual.
Talking about the data center backlash, the midterm elections, and the future of renewables with Columbia Law School’s Romany Webb.
This week’s conversation is a quick catch-up with our friends at Columbia Law School’s Sabin Center for Climate Change Law. I hopped on the phone with the center’s deputy director Romany Webb to chat about recent updates they published to anti-renewables opposition analysis. I wanted to dig into their research beyond the toplines — what should people care about in the coming election? How have data centers come up in their research? Or the repeal of the Inflation Reduction Act?
The following conversation was lightly edited for clarity.
Let’s start with the updates. Walk me through what’s new in your research.
So, we published two-year reports that detail renewable energy opposition across the United States; one is our report we’ve published since 2021 and it’s a new edition, and the other is an update of a report we published a few years ago on false claims about renewable energy where we highlight the misinformed used against projects.
This year’s local opposition report found local opposition continues to be widespread and really endemic. There’s been opposition to renewable energy development in every state across the country and we’re seeing it still have a real impact on whether projects get built. But there are small glimmers of hope. We identified 70 new state and local restrictions, which was a decline from previous years — that’s notable.
In select states where there have been a lot of these local restrictions, we’ve seen a drop off, like in Michigan after they enacted their state siting law. These are encouraging signs, and obviously it’s still early days, but it shows some of these state reforms are having a positive impact.
How is data center opposition coming up in your research?
Our reports do not track opposition to data center development. But we do certainly hear anecdotally that debates over data center development are spilling over into debates over renewable energy and battery storage. Often, local communities express concern that these new projects are just being built to power data centers — in some cases when there’s no connection at all, really. But I don’t have data on that link.
You said the law Michigan enacted might be working. Do you know if these laws limiting local opposition actually help with fighting renewable energy opponents, or are they engendering their own backlashes that undermine their effectiveness?
I think it’s too early to say the impacts they’ll have over the medium to long term. In the near term, many of the laws have been successful in accelerating the permitting of renewable energy projects or making it easier for them to be approved. Recent data out of New York shows that many of the projects that have gone through the new siting process are being approved — they’re still fairly long but they’re consistent which is good for development. In other places we’ve seen efforts to limit local government’s ability to adopt restrictions on renewable energy development, like Illinois and Michigan.
Those laws are relatively new, but the data we have shows that drop-off. It suggests the intended effect. But we need more time to know how effective they are and some of those laws have been getting quite a bit of pushback. There’s been a myriad of bills enacted in state legislatures across the country that would roll back those recent reforms or impose new restrictions on renewable development.
How much does the coming midterm election matter for the future of opposition to renewable energy?
I do think the next election will have important implications on whether we continue to see the ever-growing number of state level restrictions adopted or if we see a shift there.
Even if we see a shift in the composition of legislatures, I do think we’ll continue to see community opposition in many places to these projects. We shouldn’t ignore that developing a solar or wind project does have impacts on the local community and so developers really need to take steps to mitigate and manage those impacts.
If they don’t they’ll face the opposition, and even if they are they may face it because of misinformation around these projects.
My last question is, to what extent did the repeal of the IRA impact the ability for local opposition to kill projects in the crib?
I can’t say that definitively. I certainly don’t have the data that would support that sort of claim. And we don’t track that, specifically.
But often, groups that are opposed to renewable energy development will express concerns about the costs of projects or emphasize projects may not be viable without government subsidies. So the rollback of tax credits under the IRA plays into that argument. Of course when you look at the data, renewable energy projects are cheaper and the argument doesn’t hold muster.
But it’s an argument we regularly see pushed by opposition groups. That is how we have seen the IRA repeal affect this.
A developer sues an Arkansas paper, plus more of the week’s biggest development fights.
1. Pulaski County, Arkansas – A major utility sued the biggest newspaper in Arkansas over reporting on a data center energy deal. It’s a crucial case to follow.
2. Lackawanna County, Pennsylvania – Speaking of hardcore legal strategies, have you ever heard of a data center developer asking every local official to recuse themselves?
3. Loudon County, Virginia – Data Center Alley is giving us our first real glimpse of what data center legislating could look like if Democrats control at least one chamber of Congress.
4. Lane County, Oregon – The second largest city in Oregon is now turning down data centers, just as the governor starts saying no to anything on state land.