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Climate

EPA Union Gets Behind Harris

On an important endorsement, Ford’s earnings report, and tree bark

EPA Union Gets Behind Harris
Heatmap Illustration/Getty Images

Current conditions: Typhoon Gaemi made landfall in Taiwan with the force of a Category 3 major hurricane • Large hailstones pelted Verona, Italy • Tropical Storm Bud formed in the Eastern Pacific, but is expected to dissipate by the weekend.

THE TOP FIVE

1. Vineyard Wind turbine fiasco linked to manufacturing defect

The blade that snapped off an offshore turbine at the Vineyard Wind project in Massachusetts on July 13 broke due to a manufacturing defect, according to GE Vernova, the turbine maker and installer. During GE’s second quarter earnings call yesterday, CEO Scott Strazik and Vice President of Investor Relations Michael Lapides said the company had identified a “material deviation” at one of its factories in Canada and would “re-inspect all of the blades that we have made for offshore wind.” At a public meeting in Nantucket last night, Roger Martella, GE Vernova’s chief sustainability officer, said there were two issues at play. The first was the manufacturing issue — basically, the adhesives applied to the blade to hold it together did not do their job. The second was quality control. “The inspection that should have caught this did not,” he said. Two dozen turbines have been installed as part of the Vineyard Wind project so far, with 72 blades total. GE Vernova has not responded to requests for clarification about how many of them originated at the Canada facility, reported Heatmap’s Emily Pontecorvo. Nantucket representatives are going to meet with Vineyard Wind next week to negotiate compensation for the costs incurred as a result of the accident.

2. Biggest EPA union endorses Harris

Vice President Kamala Harris got a little boost for her 2024 presidential bid yesterday with an endorsement from the American Federation of Government Employees Council 238. The group is the largest Environmental Protection Agency union – of the 750,000 government employees it represents, about 8,000 of them are with the EPA, accounting for just under half the agency’s permanent workforce. Last month the union issued its first-ever political endorsement, for President Biden’s re-election, saying he “supports and values the work of federal employees who are working tirelessly to face the climate emergency.” Shifting support to Harris “reaffirms” that endorsement. Former President Donald Trump rolled back many EPA rules during his time in office, including emissions regulations and environmental protections. He also gutted workplace protections for federal workers. Judging by the infamous Project 2025 playbook, Trump would seek to dramatically “restructure” and “streamline” the EPA to “reflect the principles of cooperative federalism and limited government,” and many workers reportedly fear their jobs will be on the line if he wins.

3. Ford Q2 earnings disappoint as EV losses mount

Ford’s stock is down about 13% in pre-market trading after yesterday’s disappointing Q2 earnings report. The automaker reported adjusted earnings of 46 cents per share, far below analysts’ expectations of 68 cents per share. The company cited unforeseen costs for repairing problems on slightly older vehicles that are still under warranty. But its EV losses grew, too, reaching $2.5 billion through the first half of 2024. CEO Jim Farley remained bullish in the earnings call, telling investors the company is committed to reducing the losses on EVs but basically said the market has been tough and turbulent, and Ford is honing its strategy. That includes expanding its hybrid portfolio and prioritizing smaller, more affordable EVs. He said Ford “must do a much better job in educating our customers” about the advantages of owning an EV. “Overall, the EV journey has been humbling,” he said, “but it has forced us to get even more fit as a company.”

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  • 4. Wildfires approach Canadian oil pipeline

    Firefighters are battling hundreds of wildfires in Canada’s Alberta province, one of which is nearing a crucial oil pipeline. The Trans Mountain Pipeline carries 890,000 barrels of oil per day from Edmonton to Vancouver. Its operator is reportedly using sprinklers to protect the pipeline, which was still operating normally yesterday. Some oil producers with operations in Canada’s Fort McMurray oil sands region have pulled staff as a precaution and reduced production. “While wildfires have already forced some producers to curtail production, these fires still threaten a large amount of supply,” ING Group analysts said.

    5. Study: Tree bark removes methane from atmosphere

    Microbes living in tree bark are surprisingly effective at removing methane from the atmosphere, according to a new study published in the journal Nature. Up until now, soil was the only known “terrestrial sink” for methane, a potent but short-lived greenhouse gas that’s responsible for about one third of the global warming since the pre-industrial age. But the research suggests tree bark may be just as effective as soil when it comes to methane removal. Trees are already climate champions because of their ability to remove carbon from the atmosphere, and the authors think these new findings boost their overall climate contribution by about 10%. Another fun tidbit from the study is that, if all the bark from all the trees on Earth were laid flat, it would cover the planet’s entire land surface.

    THE KICKER

    The Irvine Police Department is adding Tesla’s Cybertruck to its fleet. The vehicle reportedly won’t be sent out on patrols, but will instead be used for “community relations.”

    X/IrvinePolice

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    Politics

    Elon Musk Pulled the Plug on America’s Energy Soft Power

    For now at least, USAID’s future looks — literally — dark.

    Trump pulling a plug.
    Heatmap Illustration/Getty Images

    Elon Musk has put the U.S. Agency for International Development through the woodchipper of his de facto department this week in the name of “efficiency.” The move — which began with a Day One executive order by President Trump demanding a review of all U.S. foreign aid that was subsequently handed off to Musk’s Department of Government Efficiency — has resulted in the layoff or furloughing of hundreds of USAID employees, as well as imperiled the health of babies and toddlers receiving medical care in Sudan, the operations of independent media outlets working in or near despotic regimes, and longtime AIDS and malaria prevention campaigns credited with saving some 35 million lives. (The State Department, which has assumed control of the formerly independent agency, has since announced a “confounding waiver process … [to] get lifesaving programs back online,” ProPublica reports.) Chaos and panic reign among USAID employees and the agency’s partner organizations around the globe.

    The alarming shifts have also cast enormous uncertainty over the future of USAID’s many clean energy programs, threatening to leave U.S. allies quite literally in the dark. “There are other sources of foreign assistance — the State Department and the Defense Department have different programs — but USAID, this is what they do,” Tom Ellison, the deputy director for the Center for Climate and Security, a nonpartisan think tank, told me. “It is central and not easily replaced.”

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    Spotlight

    Leaked Memo Reveals Renewables Permitting Chaos Under Trump

    The American Clean Power Association wrote to its members about federal guidance that has been “widely variable and changing quickly.”

    Donald Trump.
    Heatmap Illustration/Getty Images

    Chaos within the Trump administration has all but paralyzed environmental permitting decisions on solar and wind projects in crucial government offices, including sign-offs needed for projects on private lands.

    According to an internal memo issued by the American Clean Power Association, the renewables trade association that represents the largest U.S. solar and wind developers, Trump’s Day One executive order putting a 60-day freeze on final decisions for renewable energy projects on federal lands has also ground key pre-decisional work in government offices responsible for wetlands and species protection to a halt. Renewables developers and their representatives in Washington have pressed the government for answers, yet received inconsistent information on its approach to renewables permitting that varies between lower level regional offices.

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    Yellow
    The Deepseek logo on wires.
    Heatmap Illustration/Getty Images

    It took the market about a week to catch up to the fact that the Chinese artificial intelligence firm DeepSeek had released an open-source AI model that rivaled those from prominent U.S. companies such as OpenAI and Anthropic — and that, most importantly, it had managed to do so much more cheaply and efficiently than its domestic competitors. The news cratered not only tech stocks such as Nvidia, but energy stocks, as well, leading to assumptions that investors thought more-energy efficient AI would reduce energy demand in the sector overall.

    But will it really? While some in climate world assumed the same and celebrated the seemingly good news, many venture capitalists, AI propenents, and analysts quickly arrived at essentially the opposite conclusion — that cheaper AI will only lead to greater demand for AI. The resulting unfettered proliferation of the technology across a wide array of industries could thus negate the energy efficiency gains, ultimately leading to a substantial net increase in data center power demand overall.

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    Green