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On ominous forecasts, Ford’s hybrid pivot, and Disney’s Autopia ride
Current conditions: Nearly 4,000 schools in the Philippines have suspended in-person classes due to extreme heat • Large parts of the central and southern High Plains are under red flag fire warnings • It will be 57 degrees Fahrenheit and rainy in Baltimore today for President Biden’s visit to the site of the collapsed Francis Scott Key Bridge.
The coastal United States and Caribbean should prepare for an “extremely active” 2024 hurricane season. That’s the message from Colorado State University researchers, who yesterday released their preseason extended range forecast for the region. They estimate there will be more named hurricanes than usual (11 compared with the 30-year average of 7.2) and that five of them could be major storms. There’s an above-normal chance (62% compared with 43% historical averages) that at least one of these major hurricanes will make landfall somewhere along the continental U.S. coastline. While these are just predictions, the team says they are more confident than in past years in their forecast “given how hurricane-favorable the large-scale conditions appear to be.”
NOAA forecast for El Niño and La Niña. Black arrow indicates the peak of the Atlantic hurricane season.CSU
They’re referring to two factors: Unusually warm sea surface temperatures in the Atlantic, and an expected transition out of El Niño and into La Niña. Warmer waters provide more energy for storms, and La Niña “typically increases Atlantic hurricane activity through decreases in vertical wind shear.” Ocean temperatures last year were the hottest ever recorded, driven by both El Niño and climate change from burning fossil fuels. “A key area of the Atlantic Ocean where hurricanes form is already abnormally warm,” explainedThe New York Times, “much warmer than an ideal swimming pool temperature of about 80 degrees and on the cusp of feeling more like warm bathtub water.” The oceans have absorbed 90% of the excessive heat generated by greenhouse gas emissions, according to the United Nations.
Ford is delaying production of its next-generation electric pickup and its long-awaited three-row electric SUV, with the vehicles now set to be available in 2026 and 2027, respectively. In the near-term, the company plans to follow market trends by focusing on hybrids. Sales of hybrids climbed last quarter by 45% in the U.S., compared with 2.7% growth in sales for EVs. And more than half of the Ford Maverick compact pickup trucks sold last quarter had conventional hybrid engines, “a sign of how rapidly hybrids and plug-in hybrids are ascending in the American car market,” says Heatmap’s Robinson Meyer. Ford plans to offer hybrid versions of its entire gas-powered lineup in North America by 2030. “We are committed to scaling a profitable EV business, using capital wisely and bringing to market the right gas, hybrid and fully electric vehicles at the right time,” said Ford president and CEO Jim Farley.
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A Boston-based battery startup called Alsym Energy has raised $78 million in a new funding round. The company has created a rechargeable battery that’s lithium- and cobalt-free, which means it’s less flammable and not as vulnerable to supply shortages. As VentureBeatexplained: “When it comes to batteries, we’ve put all our eggs in one basket. Non-lithium batteries help diversify the global battery mix so that lithium-ion supply chain disruptions or pricing volatility don’t derail the clean energy transition.” The company will use the new funds to hire more people and build production lines to provide samples to customers, according toTechCrunch.
Germany’s transport minister dismissed reports that the country’s autobahn may introduce speed limits in order to curb greenhouse gas emissions. Germany is unique among industrialized countries in that many of its highways have no nationwide speed limits. Studies suggest lowering top speeds to 75mph could cut 6.7 million tonnes of carbon dioxide emissions a year. Germany aims to become carbon neutral by 2045, but the country’s transport sector has been the slowest to cut emissions, reported Reuters. Support for speed limits has been growing, even though Transport Minister Volker Wissing said “people don’t want that,” according toPolitico.
Disneyland’s Autopia ride is ditching its gas-powered cars and going electric as part of its plan to reach net-zero emissions by 2030. The attraction, which lets visitors drive around a miniature motorway in small cars, is located at Disneyland’s Tomorrowland in Anaheim, California. When Tomorrowland opened in 1955, Walt Disney called it “a step into the future, with predictions of constructive things to come.” But Autopia’s existing cars are loud and produce noxious fumes, prompting complaints from visitors and climate activists alike. This week Disney announced it will swap them out for electric versions “in the next few years,” though it didn’t say whether the new cars would be fully electric or hybrid. Bob Gurr, who helped Walt design Tomorrowland in the ‘50s, told the Los Angeles Times it’s time to “get rid of those God-awful gasoline fumes.”
“The transition to all-electric buildings is so well underway that legal obstacles thrown up by the fossil fuel industry and its allies won’t be enough to stop it.” –The LA Times editorial board says Berkeley’s decision to abandon its natural gas ban is just a “bump in the road.”
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Republicans are taking over some of the most powerful institutions for crafting climate policy on Earth.
When Republicans flipped the Senate, they took the keys to three critical energy and climate-focused committees.
These are among the most powerful institutions for crafting climate policy on Earth. The Senate plays the role of gatekeeper for important legislation, as it requires a supermajority to overcome the filibuster. Hence, it’s both where many promising climate bills from the House go to die, as well as where key administrators such as the heads of the Department of Energy and the Environmental Protection Agency are vetted and confirmed.
We’ll have to wait a bit for the Senate’s new committee chairs to be officially confirmed. But Jeff Navin, co-founder at the climate change-focused government affairs firm Boundary Stone Partners, told me that since selections are usually based on seniority, in many cases it’s already clear which Republicans are poised to lead under Trump and which Democrats will assume second-in-command (known as the ranking member). Here’s what we know so far.
1. Senate Committee on Energy and Natural Resources
This committee has been famously led by Joe Manchin, the former Democrat, now Independent senator from West Virginia, who will retire at the end of this legislative session. Energy and Natural Resources has a history of bipartisan collaboration and was integral in developing many of the key provisions in the Inflation Reduction Act —- and could thus play a key role in dismantling them. Overall, the committee oversees the DOE, the Department of the Interior, the U.S. Forest Service, and the Federal Energy Regulatory Commission, so it’s no small deal that its next chairman will likely be Mike Lee, the ultra-conservative Republican from Utah. That’s assuming that the committee's current ranking member, John Barrasso of Wyoming, wins his bid for Republican Senate whip, which seems very likely.
Lee opposes federal ownership of public lands, setting himself up to butt heads with Martin Heinrich, the Democrat from New Mexico and likely the committee’s next ranking member. Lee has also said that solving climate change is simply a matter of having more babies, as “problems of human imagination are not solved by more laws, they’re solved by more humans.” As Navin told me, “We've had this kind of safe space where so-called quiet climate policy could get done in the margins. And it’s not clear that that's going to continue to exist with the new leadership.”
2. Senate Environment and Public Works Committee
This committee is currently chaired by Democrat Tom Carper of Delaware, who is retiring after this term. Poised to take over is the Republican’s current ranking member, Shelley Moore Capito of West Virginia. She’s been a strong advocate for continued reliance on coal and natural gas power plants, while also carving out areas of bipartisan consensus on issues such as nuclear energy, carbon capture, and infrastructure projects during her tenure on the committee. The job of the Environment and Public Works committee is in the name: It oversees the EPA, writes key pieces of environmental legislation such as the Clean Air Act and Clean Water Act, and supervises public infrastructure projects such as highways, bridges, and dams.
Navin told me that many believe the new Democratic ranking member will be Sheldon Whitehouse of Rhode Island, although to do so, he would have to step down from his perch at the Senate Budget Committee, where he is currently chair. A tireless advocate of the climate cause, Whitehouse has worked on the Environment and Public Works committee for over 15 years, and lately seems to have had a relatively productive working relationship with Capito.
3. Senate Appropriations Subcommittee on Energy and Water Development
This subcommittee falls under the broader Senate Appropriations Committee and is responsible for allocating funding for the DOE, various water development projects, and various other agencies such as the Nuclear Regulatory Commission.
California’s Dianne Feinstein used to chair this subcommittee until her death last year, when Democrat Patty Murray of Washington took over. Navin told me that the subcommittee’s next leader will depend on how the game of “musical chairs” in the larger Appropriations Committee shakes out. Depending on their subcommittee preferences, the chair could end up being John Kennedy of Louisiana, outgoing Senate Minority Leader Mitch McConnell of Kentucky, or Lisa Murkowski of Alaska. It’s likewise hard to say who the top Democrat will be.
Inside a wild race sparked by a solar farm in Knox County, Ohio.
The most important climate election you’ve never heard of? Your local county commissioner.
County commissioners are usually the most powerful governing individuals in a county government. As officials closer to community-level planning than, say a sitting senator, commissioners wind up on the frontlines of grassroots opposition to renewables. And increasingly, property owners that may be personally impacted by solar or wind farms in their backyards are gunning for county commissioner positions on explicitly anti-development platforms.
Take the case of newly-elected Ohio county commissioner – and Christian social media lifestyle influencer – Drenda Keesee.
In March, Keesee beat fellow Republican Thom Collier in a primary to become a GOP nominee for a commissioner seat in Knox County, Ohio. Knox, a ruby red area with very few Democratic voters, is one of the hottest battlegrounds in the war over solar energy on prime farmland and one of the riskiest counties in the country for developers, according to Heatmap Pro’s database. But Collier had expressed openness to allowing new solar to be built on a case-by-case basis, while Keesee ran on a platform focused almost exclusively on blocking solar development. Collier ultimately placed third in the primary, behind Keesee and another anti-solar candidate placing second.
Fighting solar is a personal issue for Keesee (pronounced keh-see, like “messy”). She has aggressively fought Frasier Solar – a 120 megawatt solar project in the country proposed by Open Road Renewables – getting involved in organizing against the project and regularly attending state regulator hearings. Filings she submitted to the Ohio Power Siting Board state she owns a property at least somewhat adjacent to the proposed solar farm. Based on the sheer volume of those filings this is clearly her passion project – alongside preaching and comparing gay people to Hitler.
Yesterday I spoke to Collier who told me the Frasier Solar project motivated Keesee’s candidacy. He remembered first encountering her at a community meeting – “she verbally accosted me” – and that she “decided she’d run against me because [the solar farm] was going to be next to her house.” In his view, he lost the race because excitement and money combined to produce high anti-solar turnout in a kind of local government primary that ordinarily has low campaign spending and is quite quiet. Some of that funding and activity has been well documented.
“She did it right: tons of ground troops, people from her church, people she’s close with went door-to-door, and they put out lots of propaganda. She got them stirred up that we were going to take all the farmland and turn it into solar,” he said.
Collier’s takeaway from the race was that local commissioner races are particularly vulnerable to the sorts of disinformation, campaign spending and political attacks we’re used to seeing more often in races for higher offices at the state and federal level.
“Unfortunately it has become this,” he bemoaned, “fueled by people who have little to no knowledge of what we do or how we do it. If you stir up enough stuff and you cry out loud enough and put up enough misinformation, people will start to believe it.”
Races like these are happening elsewhere in Ohio and in other states like Georgia, where opposition to a battery plant mobilized Republican primaries. As the climate world digests the federal election results and tries to work backwards from there, perhaps at least some attention will refocus on local campaigns like these.
And more of the week’s most important conflicts around renewable energy.
1. Madison County, Missouri – A giant battery material recycling plant owned by Critical Mineral Recovery exploded and became engulfed in flames last week, creating a potential Vineyard Wind-level PR headache for energy storage.
2. Benton County, Washington State – Governor Jay Inslee finally got state approvals finished for Scout Clean Energy’s massive Horse Heaven wind farm after a prolonged battle over project siting, cultural heritage management, and bird habitat.
3. Fulton County, Georgia – A large NextEra battery storage facility outside of Atlanta is facing a lawsuit that commingles usual conflicts over building these properties with environmental justice concerns, I’ve learned.
Here’s what else I’m watching…
In Colorado, Weld County commissioners approved part of one of the largest solar projects in the nation proposed by Balanced Rock Power.
In New Mexico, a large solar farm in Sandoval County proposed by a subsidiary of U.S. PCR Investments on land typically used for cattle is facing consternation.
In Pennsylvania, Schuylkill County commissioners are thinking about new solar zoning restrictions.
In Kentucky, Lost City Renewables is still wrestling with local concerns surrounding a 1,300-acre solar farm in rural Muhlenberg County.
In Minnesota, Ranger Power’s Gopher State solar project is starting to go through the public hearing process.
In Texas, Trina Solar – a company media reports have linked to China – announced it sold a large battery plant the day after the election. It was acquired by Norwegian company FREYR.