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Climate

The Greenpeace Verdict Is In

On Energy Transfer’s legal win, battery storage, and the Cybertruck

The Greenpeace Verdict Is In
Heatmap Illustration/Getty Images

Current conditions: Red flag warnings are in place for much of Florida • Spain is bracing for extreme rainfall from Storm Martinho, the fourth named storm in less than two weeks • Today marks the vernal equinox, or the first day of spring.

THE TOP FIVE

1. Jury sides with pipeline company in Greenpeace lawsuit

A jury has ordered Greenpeace to pay more than $660 million in damages to one of the country’s largest fossil fuel infrastructure companies after finding the environmental group liable for defamation, conspiracy, and physical damages at the Dakota Access Pipeline. Greenpeace participated in large protests, some violent and disruptive, at the pipeline in 2016, though it has maintained that its involvement was insignificant and came at the request of the local Standing Rock Sioux Tribe. The project eventually went ahead and is operational today, but Texas-based Energy Transfer sued the environmental organization, accusing it of inciting the uprising and encouraging violence. “We should all be concerned about the future of the First Amendment, and lawsuits like this aimed at destroying our rights to peaceful protest and free speech,” said Deepa Padmanabha, senior legal counsel for Greenpeace USA. The group said it plans to appeal.

2. DOE greenlights Calcasieu Pass LNG terminal

The Department of Energy yesterday approved a permit for the Calcasieu Pass 2 liquified natural gas terminal in Louisiana, allowing the facility to export to countries without a free trade agreement. The project hasn’t yet been constructed and is still waiting for final approvals from the independent Federal Energy Regulatory Commission, but the DOE’s green light means it faces one less hurdle.

CP2 was awaiting DOE’s go-ahead when the Biden administration announced its now notorious pause on approvals for new LNG export facilities. The project’s opponents argue it’s a “carbon bomb.” Analysis from the National Resources Defense Council suggested the greenhouse gases from the project would be equivalent to putting more than 1.85 million additional gas-fueled automobiles on the road, while the Sierra Club found it would amount to about 190 million tons of carbon dioxide equivalent annually.

3. What happened at Trump’s meeting with oil executives

President Trump met with 15 to 20 major oil and gas executives from the American Petroleum Institute at the White House yesterday. This was the president’s first meeting with fossil fuel bosses since his second term began in January. Interior Secretary Doug Burgum and Energy Secretary Chris Wright were also in the room. Everyone is staying pretty quiet about what exactly was said, but according to Burgum and Wright, the conversation focused heavily on permitting reform and bolstering the grid. Reuters reported that “executives had been expected to express concerns over Trump’s tariffs and stress the industry view that higher oil prices are needed to help meet Trump’s promise to grow domestic production.” Burgum, however, stressed that oil prices didn’t come up in the chat. “Price is set by supply and demand,” he said. “There was nothing we could say in that room that could change that one iota, and so it wasn’t really a topic of discussion.” The price of U.S. crude has dropped 13% since Trump returned to office, according to CNBC, on a combination of recession fears triggered by Trump’s tariffs and rising oil output from OPEC countries.

4. U.S. residential battery storage hit a new high in 2024

The U.S. installed 1,250 megawatts of residential battery storage last year, the highest amount ever and nearly 60% more than in 2023, according to a new report from the American Clean Power Association and Wood Mackenzie. Overall, battery storage installations across all sectors hit a new record in 2024 at 12.3 gigawatts of new capacity. Storage is expected to continue to grow next year, but uncertainties around tariffs and tax incentives could slow things down.

5. China delays BYD’s Mexico plant approval

China is delaying approval for construction of BYD’s Mexico plant because authorities worry the electric carmaker’s technology could leak into the United States, according to the Financial Times. “The commerce ministry’s biggest concern is Mexico’s proximity to the U.S.,” sources told the FT. As Heatmap’s Robinson Meyer writes, BYD continues to set the global standard for EV innovation, and “American and European carmakers are still struggling to catch up.” This week the company unveiled its new “Super e-Platform,” a new standard electronic base for its vehicles that it says will allow incredibly fast charging — enabling its vehicles to add as much as 249 miles of range in just five minutes.

THE KICKER

Tesla has recalled 46,096 Cybertrucks over an exterior trim panel that can fall off and become a road hazard. This is the eighth recall for the truck since it went on sale at the end of 2023.

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AM Briefing

Morning in America

On Massachusetts’ offshore headwinds, Biden’s gas rules, and Australia’s free power

Abigail Spanberger.
Heatmap Illustration/Getty Images

Current conditions: The Pacific Northwest is getting blasted with winds of up to 70 miles per hour • Heavy snow is coming this week for the higher elevations in New England and upstate New York • San Cristóbal de La Laguna in the Canary Islands saw temperatures surge to 95 degrees Fahrenheit.

THE TOP FIVE

1. Democrats win in key climate races

New Jersey Governor-elect Mikie Sherrill. Kena Betancur/Getty Images

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Podcast

How EVs Can Actually Help the Electricity Crisis

Rob and Jesse touch base with WeaveGrid CEO Apoorv Bhargava.

EV charging.
Heatmap Illustration/Getty Images

Data centers aren’t the only driver of rising power use. The inexorable shift to electric vehicles — which has been slowed, but not stopped, by Donald Trump’s policies — is also pushing up electricity use across the country. That puts a strain on the grid — but EVs could also be a strength.

On this week’s episode of Shift Key, Rob and Jesse talk to Apoorv Bhargava, the CEO and cofounder of WeaveGrid, a startup that helps people charge their vehicles in a way that’s better and cleaner for the grid. They chat about why EV charging remains way too complicated, why it should be more like paying a cellphone bill than filling up at a gas station, and how the AI boom has already changed the utility sector.

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Politics

Zohran Mamdani’s Muted Climate Politics

The self-described “ecosocialist” ran an ultra-disciplined campaign for New York City mayor. Once he’s in office, the climate issue could become unavoidable.

Zohran Mamdani.
Heatmap Illustration/Getty Images

Zohran Mamdani, the New York state assemblyman, democratic socialist, and Democratic nominee, was elected mayor of New York City on Tuesday night.

Many factors fueled his longshot rise to Gracie Mansion — a congested primary field, a gleam-in-his-eyes approach to new media, and an optimistic left-wing worldview rendered newly credible by global tumult — but perhaps above all was a nonstop, months-long performance of bravura message discipline. Since the Democratic primary began in earnest earlier this year, Mamdani has harped in virtually every public appearance on what he has described as New York’s “affordability crisis,” promising to lower the city’s cost of living for working-class residents.

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