You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
On accelerating nuclear energy, power plant emissions, and BYD
Current conditions: Southern Spain will endure multiple days over 100 degrees Fahrenheit this week • Nearly 4 inches of rain could fall in parts of southwestern China on Tuesday • It will be almost 90 degrees in New Orleans again today after high temperatures triggered widespread brownouts in the region over the weekend.
President Trump signed four executive orders Friday designed to accelerate the build-out of nuclear power in the U.S. The orders specifically call on the Nuclear Regulatory Commission to speed up its approval of new reactors; relax radiation exposure limits; explore using federal lands and military bases as potential reactor sites; and grow the nation’s nuclear energy capacity from approximately 100 gigawatts in 2024 to 400 gigawatts by 2050. The orders also describe putting 10 new large reactors into construction no later than 2030 with the support of the Department of Energy’s Loan Programs Office — including having at least one operational reactor at a domestic military base no later than September 2028. “Mark this day on your calendar,” Interior Secretary Doug Burgum said at the signing on Friday, per The New York Times. “This is going to turn the clock back on over 50 years of overregulation.”
At the same time, the administration’s ambitious goals come against a backdrop of reduced “personnel and funding for the NRC and the Department of Energy, along with weakening the NRC’s independence and global credibility,” Jennifer T. Gordon, the director of the Nuclear Energy Policy Initiative at the Atlantic Council’s Global Energy Center, writes — all of which will “make it challenging to realize the full potential of the U.S. nuclear energy industry.”
EPA
The Environmental Protection Agency is poised to propose that greenhouse gases emitted from fossil fuel-burning power plants “do not contribute significantly to dangerous pollution” or climate change, The New York Times reported Saturday, based on a review of an internal draft of the document. The EPA’s rationale in the proposal is that the emissions from the sector are small enough that their elimination would have no impact on public health — although according to the agency’s own accounting in 2022, the power sector is the second biggest source of greenhouse gas emissions in the country, behind only transportation.
The move by the EPA, while in keeping with the Trump administration’s deregulatory ambitions, also serves to justify its pending proposal to “repeal all greenhouse gas emissions standards for fossil fuel-fired power plants,” including coal-powered units. Previously, the agency had argued that Biden-era restrictions on coal- and gas-fired plants could prevent up to 1,200 deaths and 1,900 cases of asthma per year.
BYD
BYD announced steep discounts on 22 of its electric and plug-in hybrid models between now and the end of June, with some price cuts as big as 34%, Bloomberg reports. The company’s cheapest car, the Seagull hatchback, is down to just $7,780, while the Seal hybrid sedan saw the steepest discount of more than $7,000, to a mere $14,270. Shares of BYD closed down 8.6% after the announcement.
BYD’s cuts aim to boost customer demand, with Citi analysts anticipating the discounts could increase dealership foot traffic by 30% to 40% week on week. But the analysts also appeared skeptical that the move by BYD would be hugely beneficial to the company in its price war with rival EV automaker, noting “competition remains relatively mild.”
South Africa has proposed a liquified natural gas trade package with the United States, following a contentious meeting between President Cyril Ramaphosa and President Trump last week, Reuters reports. The deal would see South Africa import 75 to 100 petajoules of LNG annually from the U.S. over a 10-year period. Though South Africa currently does not have an LNG import terminal, the government plans to build one at the Port of Richards Bay, with the first phase going online by 2027, in order to lessen its reliance on the dwindling supply via pipeline from Mozambique. The U.S. will reportedly also help South Africa explore fracking opportunities within South Africa; the Karoo region of the country is believed to hold shale reserves, though drilling has been held off due to concerns about contaminating the water supply.
The trade package additionally includes an agreement for South Africa to avoid paying a duty on imports of cars, steel, and aluminum. According to Minister in the Presidency Khumbudzo Ntshavheni, who shared details of the deal, it will amount to $900 million to $1.2 billion in trade per year.
President Trump on Friday urged the United Kingdom to “stop with the costly and unsightly windmills and incentivize modernized drilling in the North Sea, where large amounts of oil lay waiting to be taken,” the Associated Press reports. Trump specifically cited Aberdeen as a potential hub for the “century of drilling left” — the same Scottish city where his Trump International Golf Links golf course is located, and where he unsuccessfully opposed the building of 11 offshore turbines before he became president. Despite Trump’s frequent complaints that turbines are eyesores, the BBC reported this weekend that wind farms have become an “unusual” and “surprisingly popular” tourist attraction in the UK.
Four former Volkswagen executives were found guilty of fraud in Germany on Monday for their role in the 2015 “dieselgate” emissions test cheating scandal.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
A longtime climate messaging strategist is tired of seeing the industry punch below its weight.
The saga of President Trump’s One Big Beautiful Bill Act contains at least one clear lesson for the clean energy industry: It must grow a political spine and act like the trillion-dollar behemoth it is. And though the logic is counterintuitive, the new law will likely provide an opportunity to build one.
The coming threat to renewable energy investment became apparent as soon as Trump won the presidency again last fall. The only questions were how much was vulnerable, and through what mechanisms.
Still, many clean energy leaders were optimistic that Trump’s “energy abundance” agenda had room for renewables. During the transition, one longtime Republican energy lobbyist told Utility Dive that Trump’s incoming cabinet had a “very aggressive approach towards renewables.” When Democratic Senator John Hickenlooper introduced would-be Secretary of Energy Chris Wright at the fracking executive’s confirmation hearing, he vouched for Wright’s clean energy cred. Even Trump touted Wright’s experience with solar.
At least initially, the argument made sense. After all, energy demand is soaring, and solar, wind, and battery storage account for 95% of new power projects awaiting grid connection in the U.S. In red states like Texas and Oklahoma, clean energy is booming because it’s cheap. Just a few months ago, the Lone Star State achieved record energy generation from solar, wind, and batteries, and consumers there are saving millions of dollars a day because of renewables. The Biden administration funneled clean energy and manufacturing investment into red districts in part to cultivate Republican support for renewables — and to protect those investments no matter who is president.
As a result, for the past six months, clean energy executives have absorbed advice telling them to fly below the radar. Stop using the word “climate” and start using words like “common sense” when you talk to lawmakers. (As a communications and policy strategist who works extensively on climate issues, I’ve given that specific piece of advice.)
But far too many companies and industry groups went much further than tweaking their messaging. They stopped publicly advocating for their interests, and as a result there has been no muscular effort to pressure elected officials where it counts: their reelection campaigns.
This is part of a broader lack of engagement with elected officials on the part of clean energy companies. The oil and gas industry has outspent clean energy on lobbying 2 to 1 this year, despite the fact that oil and gas faces a hugely favorable political environment. In the run up to the last election, the fossil fuel industry spent half a billion dollars to influence candidates; climate and clean energy advocates again spent just a fraction, despite having more on the line. My personal preference is to get money out of politics, but you have to play by the rules as they exist.
Even economically irresistible technologies can be legislated into irrelevance if they don’t have political juice. The last-minute death of the mysterious excise tax on wind and solar that was briefly part of the One Big Beautiful Bill Act was a glaring sign of weakness, not strength — especially given that even the watered-down provisions in the law will damage the economics of renewable energy. After the law passed, the President directed the Treasury Department to issue the strictest possible guidance for the clean energy projects that remain eligible for tax credits.
The tech industry learned this same lesson over many years. The big tech companies started hiring scores of policy and political staff in the 2010s, when they were already multi-hundred-billion dollar companies, but it wasn’t until 2017 that a tech company became the top lobbying spender. Now the tech industry has a sophisticated influence operation that includes carrots and sticks. Crypto learned this lesson even faster, emerging almost overnight as one of the most aggressive industries shaping Washington.
Clean energy needs to catch up. But lobbying spending isn’t a panacea.
Executives in the clean energy sector sometimes say they are stuck between a rock and a hard place. Democrats and the segment of potentially supportive Republicans at the local and federal levels talk and think about clean energy differently. And the dissonance makes it challenging to communicate honestly with both parties, especially in public.
The clean energy industry should recognize that the safest ground is to criticize and cultivate both parties unabashedly. The American political system understands economic self interest, and there are plenty of policy changes that various segments of the clean energy world need from both Democrats and Republicans at the federal and state levels. Democrats need to make it easier to build; Republicans need to support incentives they regularly trumpet for other job-creating industries.
The quality of political engagement from clean energy companies and the growing ecosystem of advocacy groups has improved. The industry, disparate as it is, has gotten smarter. Advocates now bring district-by-district data to policymakers, organize lobby days, and frame clean energy in terms that resonate across the aisle — national security, economic opportunity in rural America, artificial intelligence, and the race with China. That’s progress.
But the tempo is still far too low, and there are too many carrots and too few sticks. The effects of President Trump’s tax law on energy prices might create some leverage. If the law damages renewable energy generation, and thereby raises energy prices as energy demand continues to rise, Americans should know who is responsible. The clean energy sector has to be the messenger, or at least orchestrate the messaging.
The campaigns write themselves: Paid media targeting members of Congress who praised clean energy job growth in their districts and then voted to gut jobs and raise prices; op-eds in local papers calling out that hypocrisy by name; energy workers showing up at town halls demanding their elected officials fight for an industry that’s investing billions in their communities; activating influencers to highlight the bright line between Trump’s law and higher electricity bills; and more.
If renewable energy is going to grow consistently in America, no matter which way the political wind blows, there must be a political cost to crossing the sector. Otherwise it will always be vulnerable to last-minute backroom deals, no matter how “win-win” its technology is.
On IRA funds, rescissions, and EV battery technology
Current conditions: The National Weather Service is advising Americans in 11 states affected by heat waves to avoid coffee and alcohol due to dehydration risk • There have been more wildfires in London this summer than in all of 2024 • We’re at the halfway point in climatological summer and the United States’ hottest day of the year — 124 degrees Fahrenheit in Death Valley, California, on Monday — may now be behind us.
It has long been a “big mystery” how much grant funding from the Inflation Reduction Act the Biden administration ultimately got out the door before leaving the White House. Previously, the administration had announced awards for about 67% of the $145.4 billion in grants. Still, it wasn’t until Republicans in Congress began their rescissions of the bill’s unobligated funds that a fuller picture began to emerge.
According to reporting by my colleague Emily Pontecorvo, the Biden administration spent or otherwise obligated about $61.7 billion before leaving office, with President Trump’s One Big Beautiful Bill clawing back $31.7 billion from 47 IRA programs. Programs that had the greatest proportion of their funding obligated include:
There’s a lot more in the data to dig through, too, which Emily does here.
Senate Republicans voted narrowly Tuesday evening to advance President Trump’s $9.4 billion rescissions package, with Vice President JD Vance casting the tie-breaking vote. Three Republican senators — Mitch McConnell of Kentucky, Susan Collins of Maine, and Lisa Murkowski of Alaska — joined Democrats in opposing the package. Congress must vote to approve the rescissions by Friday to meet a statutory 45-day deadline that began when President Trump sent his proposal on June 3. The vote-a-rama is set to begin Thursday afternoon.
The proposed package would eliminate $1.1 billion from the Corporation for Public Broadcasting, which funds PBS and NPR, as well as large portions of foreign assistance programs. (A controversial plan to cut $400 million from the country’s AIDS relief program, known as PEPFAR, was ultimately removed to convince Republican holdouts.) But as I’ve written before, the package also takes aim at $1.7 billion of the $3.6 billion appropriated for the Economic Support Fund, which has historically been used to work with international partners to mitigate the impacts of climate change, as well as $125 million from the Clean Technology Fund, which provides financial resources for developing countries to invest in clean energy projects. The White House has said the programs do not “reflect America’s values or put the American people first.”
Get Heatmap AM directly in your inbox every morning:
China announced Tuesday that to protect the valuable breakthroughs that have allowed it to produce inexpensive electric vehicles, it will begin to restrict “eight key technologies for manufacturing [EV] batteries,” The New York Times reports. The move, which is effective immediately, will require a license from the Chinese government before any technologies can be transferred overseas “through trade, investment or technological cooperation.”
The move follows pressure by the European Union on Chinese EV and battery manufacturers to build factories within the bloc. As I covered in Heatmap AM yesterday, electric vehicle sales are booming in China in large part due to their affordability, with the nation being the “only large market where EVs are on average cheaper to buy than comparable combustion cars,” BloombergNEF has found. Though lithium-ion phosphate battery technology originated in the United States more than three decades ago, Chinese companies BYD and CATL have “figured out a way to further increase the number of recharges, making it comparable to more traditional battery chemistries,” in addition to advances in mass-production and capacity, the Times adds.
The third quarter of 2025 will “likely” see record sales of electric vehicles in the United States as would-be buyers rush to use the $7,500 tax credit before it expires on September 30, Cox Automotive’s Kelley Blue Book reported this week. Electric vehicle sales were lower in Q2 of 2025 than in 2024 by 6.3%, with 310,839 new EVs sold, marking “only the third decline on record, and a sign of a more mature market,” Stephanie Valdez Streaty, senior analyst at Cox Automotive, said in a statement. Additionally, sales of used EVs — only a third of which had qualified for government incentives anyway before those were eliminated — are up, with 100,000 units sold in Q2. But the real story will be what happens in Q3, where there’s “about to be a fire sale” as consumers race against the clock, Andrew Moseman writes for Heatmap. If you’re among the shoppers, he’s got the scoop on EV deals here.
The United States will either “reform” the International Energy Agency or “withdraw,” Energy Secretary Chris Wright told Bloomberg Tuesday during the Pennsylvania Energy and Innovation Summit at Carnegie Mellon University. The IEA, which was originally established to focus on oil security during the 1970s, has been characterized by Republicans as becoming a “cheerleader” for the renewable energy transition, in the recent words of Senator John Barrasso of Wyoming. Wright echoed those concerns in his conversation with Bloomberg, telling the publication that the IEA’s projections that oil demand will plateau this decade are “total nonsense.” Despite the threats, Wright stressed that his “strong preference” for handling the IEA is “to reform it.”
Several major beauty brands, including L’Oréal Paris and Neutrogena, are set to include environmental impact ratings on their packaging. “The EcoBeautyScore” — which runs from A to E — “indicates the environmental footprint of beauty products based on its entire lifecycle, from ingredients to packaging and how it is disposed of,” Cosmetics Business reports.
Rob does a post-vacation debrief with Jesse and Heatmap deputy editor Jillian Goodman on the One Big Beautiful Bill.
It’s official. On July 4, President Trump signed the Republican reconciliation bill into law, gutting many of the country’s most significant clean energy tax credits. The future of the American solar, wind, battery, and electric vehicle industries looks very different now than it did last year.
On this week’s episode of Shift Key, we survey the damage and look for bright spots. What did the law, in its final version, actually repeal, and what did it leave intact? How much could still change as the Trump administration implements the law? What does this mean for U.S. economic competitiveness? And how are we feeling about the climate fight today?
Jillian Goodman, Heatmap’s deputy editor, joins us to discuss all these questions and more. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: I want to ask a version of the Upshift / Downshift question of both of you, which is, how are you feeling?
Jillian Goodman: Dizzy. I’m feeling dizzy.
Jesse Jenkins: I would like a break. Yes.
Meyer: You both had your faces up against the coalface of this policy change over the past two weeks. And I’m not someone who thinks how we feel about climate change is always the most salient question. At some point of working on it professionally, I think one just kind of is like, well, this is the thing I work on, and I get up in the morning and I try to make it better, and it doesn’t really matter whether I’m optimistic or pessimistic at the moment because you just keep pushing. That’s how it works.
Jenkins: I think it’s how you survive in this game this long, is adopting an attitude like that to some degree.
Meyer: The U.S. just went through a kind of clattering change to its energy and climate policy and got rid of a number of policies that, although flawed, were pushing the U.S. energy system in the right direction, and were a real vote of confidence and of good faith in the energy transition. Has watching the events of the past two weeks made you feel pessimistic about the energy transition to come? Or are you feeling like, you know, for a world where Trump won, for a world where the U.S. faced the constraints and the political environment that it did in 2023 and 2024 and 2025, we can work with this and there’s gonna be new stuff coming down the pipeline and we’re gonna keep deploying.
Goodman: I will say, kind of similar to you, Rob, doing this work is sort of my way of processing my climate anxiety, or at least putting some kind of wall of professionalism between that climate anxiety and my daily life. Like, this is my contribution, and I think about it as a professional, and I don’t really think about it as a human as often.
I will say, it’s shocking to me how much of a … you know, it is not a 100% policy reversal, but the extent to which the government of the United States was willing to throw out its existing climate policy that took however many years and decades to get to just really kind of floors me. And it’s the kind of thing that we can’t do again, at least not in this way. It’s not that U.S. companies will never again trust a climate-oriented tax credit. I think that’s a bit of an overstatement. But this approach has been tried, and then it’s been undone. And so whatever approach is tried in the future will have to be something new, and it’ll have to be motivated by different arguments, and it will have to have different structures. And that project, I think, is also kind of daunting.
Jenkins: Yeah, so look, this is a terrible piece of policy for the United States, and for the world. And so on the one hand, I’m mad as hell about it, right? I mean, we haven’t even talked about the broader effects beyond climate of this bill. It’s going to kick nearly one in 20 Americans off of their health insurance. It’s going to explode the deficit so that we can mostly give tax cuts to wealthy people and corporations who don’t need it. It’s going to reduce food stamp spending for people who can’t afford to eat so that people who can afford first class flights can have another vacation. Like, this is just bad policy, and it is a bad way to do energy policy, to completely reverse course just because the other guy won the election, rather than to have a more thoughtful rationalization of the tax code for energy investment.
I think it’s particularly scary to think about the implications for our automotive sector, having basically replaced a pretty thoughtful and fairly successful domestic industrial strategy around EVs and batteries with basically nothing except for some subsidies that build a wall around the United States is really concerning.I don’t know that we’re gonna have a globally relevant auto industry in five years …
Mentioned:
The REPEAT Project report on what the OBBBA will mean for the future of American emissions
The Bipartisan Policy Center’s foreign entities of concern explainer
The new White House executive order about renewables tax credits
And here’s more of Heatmap’s coverage from the endgame of OBBBA.
This episode of Shift Key is sponsored by …
The Yale Center for Business and the Environment’s online clean energy programs equip you with tangible skills and powerful networks—and you can continue working while learning. In just five hours a week, propel your career and make a difference.
Music for Shift Key is by Adam Kromelow.