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 a new IEA report, Hochul’s congestion pricing u-turn, and the heat dome
Current conditions: Unseasonably cool temperatures brought snow to parts of Scotland • New South Wales in Australia recorded more than a month’s worth of rain in just 12 hours • Multiple tornadoes were reported across Maryland.
New York Gov. Kathy Hochul announced yesterday that she will “indefinitely pause” the long-awaited NYC congestion pricing program that was set to start on June 30. The policy would have charged drivers for entering some of the city’s busiest areas, raising $1 billion annually for the transit authority, cutting pollution, and easing traffic congestion. It would have been the first such program in the nation. But, no more. Hochul said it risked “too many unintended consequences.”
Environmental groups, state budget hawks, and transit advocates are outraged by the u-turn. Her decision “will be a generational setback for climate policy in the United States,” wrote an incensed Robinson Meyer for Heatmap. “New York was bushwhacking a trail for everyone else to follow: If congestion policy was a success there, then other American cities could experiment with it in some form. By pausing that trial before it has even begun, Hochul has essentially frozen our ability to experiment with congestion pricing anywhere else in the country.”
Global investment in clean energy is on track to reach $2 trillion in 2024, double the $1 trillion expected to be invested in fossil fuels, according to the International Energy Agency. In its new World Energy Investment report, out today, the IEA said global spending on renewables surpassed the amount invested in fossil fuels last year for the first time. Most of the money is going toward solar power. Here’s a look at recent annual investment in solar PV (light blue) compared to all other power generation sources (dark blue):
China accounts for the largest share of clean energy investment by a long shot, and China, the U.S., and Europe make up more than two thirds of the world’s clean energy investment. “More must be done to ensure that investment reaches the places where it is needed most, in particular the developing economies where access to affordable, sustainable and secure energy is severely lacking today,” said IEA Executive Director Fatih Birol. Even as clean energy funds are flowing, spending on oil and gas is set to rise this year and remains far too high to meet the world’s climate goals, the report said. Just 4% of oil and gas companies’ 2023 investments went toward clean energy.
António Guterres yesterday urged nations to ban advertising from fossil fuel companies in a speech at the American Museum of Natural History. The UN secretary-general called the fossil fuel industry “the Godfathers of climate chaos,” and said advertising and PR agencies that take Big Oil on as clients are “enablers to planetary destruction.” He said the end of the fossil fuel age was an economic inevitability, but that global emissions need to fall 9% every year until 2030 to keep the goal of limiting global warming to 1.5 degrees Celsius alive. The next 18 months will be key to deciding our future, he said. “I call on leaders in the fossil fuel industry to understand that if you are not in the fast lane to clean energy transformation, you are driving your business into a dead end – and taking us all with you,” Guterres said.
The speech coincided with a new report from the World Meteorological Organization (WMO) concluding there is an 80% chance that the global annual average temperature will exceed the 1.5C degree increase in one (or more) of the next five years. That’s up from a 66% chance last year, and as Guterres noted, “in 2015, the chance of such a breach was near zero.”
Temperatures across much of the American Southwest are between 20 and 30 degrees Fahrenheit higher than usual for this time of year, according to the National Weather Service. Residents in California, New Mexico, Nevada, Arizona, and Texas are roasting under a heat dome that has settled on the region and will likely peak in severity today. In Phoenix, where temperatures will hit 111 degrees Fahrenheit today, all fire department vehicles are being kitted out with large ice bags in which people suffering from heat stroke can be submerged to lower their temperatures. In California’s Death Valley, the mercury will hit 120 degrees today. The heat wave is expected to boost emissions from California’s power sector as customers crank up their air conditioners. Below is a snapshot of the region today from the NWS HeatRisk tool. Regions in red are experiencing “major” heat-related impacts; purple regions are under extreme heat conditions.
NWS HeatRisk
In case you missed it: General Motors just had its best month ever in terms of EV sales. During a shareholder meeting on Tuesday, CEO Mary Barra said May was the company’s “best month ever for EV sales in North America,” adding that “we’re seeing profit improvement in our EV portfolio as we scale production of the broadest EV portfolio on the market, a portfolio purposely built to win new customers.” Demand was particularly strong for the Cadillac Lyric and the new Chevrolet Blazer EV. The news would have been unfathomable even last year, when GM reported cratering EV sales after it discontinued the Chevy Bolt EV, wrote Patrick George at Inside EVs. The new numbers are “an outstanding development for GM and for the wider EV market,” he said.
A Department of Energy initiative will repurpose two former nuclear test sites in Idaho by using the land to install 400 megawatts of solar power with battery storage.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The next Trump administration is ramping up, and we are beginning to get a sense of what it might look like.
But before we get any further from the election, I want to note the one thing we absolutely know about the Trump administration’s policy: It constantly contradicts itself. In order to win, Trump has made an overlapping and contradictory set of promises to his stakeholders and supporters.
In the world of energy policy, nuclear energy is the most glaring example. Robert F. Kennedy, Jr., who Trump has said will have a major role in overseeing the nation’s public health, is a lifelong opponent of nuclear power. Before his current Trumpist turn, his environmental career’s crowning achievement was helping to shut down Indian Point Energy Center, a nuclear power plant that generated enough zero-carbon electricity to meet a quarter of New York City’s power needs. That closure — which was celebrated by some environmental groups — substantially increased New York’s natural gas consumption, raising the state’s emissions of climate pollution.
Vice President-elect JD Vance, meanwhile, has spoken much more favorably about nuclear energy. He sometimes frames nuclear energy as the one climate solution Democrats won’t pursue without fully conceding that climate change is a problem requiring solutions. As he told the podcast host Joe Rogan earlier this year, “If you think that carbon is the most significant thing — [that] the sole focus of American civilization should be to reduce the carbon footprint of the world — then you would be investing in nuclear in a big way.” (In reality, as I wrote last month, Democrats at the national level became startlingly pro-nuclear during this election cycle.)
Musk, for his part, is so pro-nuclear that while interviewing Trump and Kennedy in the past year, he interjected to express support for nuclear. “I do want to voice my opinion that, in my opinion, actually nuclear is very safe,” he told RFK last year. “If you look at the actual deaths from nuclear power, they’re miniscule compared to certainly any fossil fuel power generation.” (He is totally correct about that.) “I would actually — although this does go against a lot of people’s views — I’m actually a believer in nuclear fission,” Musk added.
Trump, meanwhile, has swung around on the question. The first Trump administration passed a number of pro-nuclear policies and sought to elevate the small modular reactor industry. As recently as August, Trump said that nuclear energy was “very good, very safe.” But that month he also equivocated about its safety. “They talk about climate change, but they never talk about nuclear warming,” he told Musk. He also pondered whether nuclear energy has a branding problem because it shares a name with nuclear weapons. (I am indebted to HuffPo’s Alex Kauffman, who indispensably tracked Trump’s shifts of mood on this issue.)
Finally, the officials Trump is likely to bring in to oversee energy policy — people like Doug Burgum, the North Dakota governor who could become energy czar — hold a more traditionally Republican pro-nuclear view.
Some of this incoherence might be intentional. Kennedy seems to have struck a deal with Trump over some aspects of energy policy. During his victory speech on Tuesday, Trump even told RFK, “Bobby, stay away from the liquid gold” — implying a transaction where RFK gets control of health policy while leaving energy untouched. But does that extend to other parts of the energy agenda?
I point to this because it illustrates what’s coming — the messy mix of interpersonal rivalries, shoot-from-the-hip reversals, and traditional Republicanism that will actually determine the output of Trump’s policy process. And nuclear is not even the most glaring question about the Trump administration’s energy and economic policy. Trump says he wants to bring back U.S. manufacturing, and Vance has said that the U.S. should solve climate change by investing in domestic manufacturing: “If we actually care about getting cleaner air and cleaner water, the best thing to do is to double down and invest in American workers and the American people,” he said at the VP debate.
This is more or less the exact goal of the Inflation Reduction Act, Biden’s signature climate law, which incentivizes companies to manufacture solar panels, wind turbines, and electric vehicles domestically. This law has helped underwrite dozens of new EV and batteries factories in Georgia, North Carolina, Michigan,Texas, and Arizona — the battlegrounds of modern American politics. Yet the Trump administration has committed to repealing or freezing the IRA.
Likewise, Musk has promised to slash “at least $2 trillion” from the federal budget. But that seems virtually impossible without cutting defense, Social Security, and Medicare — programs that Republicans or Trump have promised to leave intact. (Mississippi Senator Roger Wicker, the incoming Senate armed service committee chair, wants to massively increase defense spending.) Will it accept the local economic pain, the dozens of canceled investments, that will follow that repeal?
The unignorable fact of the Trump administration is that its plans, at least as viewed today, do not really hang together. Trump has been swept into power promising low prices and an end to inflation, but his centerpiece economic policies are likely to reduce the low-end labor supply (through mass deportations) while increasing the cost of goods (through economy-wide tariffs). Perhaps these policies will not affect the economy as economists expect — I remember enough of the first Trump administration to know that catastrophic expert predictions do not always come true.
But perhaps they will. When asked what the hardest thing was about being prime minister, the British politician Harold Macmillan is said to have replied, “Events, dear boy, events.” With Trump, we can be certain that some of those coalition-splitting events will spring from his own messily managed coalition.
I won’t sugar coat this: The election of Donald Trump to a second term with a likely governing trifecta has dealt a devastating blow to U.S. efforts to cut climate-warming pollution.
I’ve spent the past four years analyzing the progress made under the Biden-Harris Administration as leader of the REPEAT Project, which uses energy systems models to rapidly assess the impact of federal energy and climate policies. In that time, the passage of landmark legislation — the Inflation Reduction Act and Bipartisan Infrastructure Law — and finalization of key federal regulations on greenhouse gas emissions from power plants, cars and trucks, and oil and gas supply chains put the U.S. on track to more than double its pace of decarbonization and avoid about 6 billion tons of cumulative emissions through 2035. Though even that progress was not enough: Recent policies would do only about half the work required to bend U.S. emissions onto a net-zero pathway by 2035.
A President Harris would have fought to protect and build on the efforts of the past four years. Now that opportunity is lost. One notable climate scientist even declared a second Trump term “game over for the climate.”
With Trump once again ascendant and seemingly committed to dismantling the historic climate progress made by the United States over the past four years, one can be forgiven for feeling anguish about the opportunities we’ve lost, rage about the very real suffering that will result from further delay, or deep despair about the darker days ahead.
But only for a moment. Because the fight to defend that progress begins today, and there is no time to lose.
In 1992, the nations of the world established the United Nations Framework Convention on Climate Change and pledged to "prevent dangerous human induced interference with the climate system." As the parties to the UNFCCC gather once again in Azerbaijan this December, one thing should be clear to all: We have failed in that task. This year is virtually certain to be the warmest on record and the first to breach 1.5 degrees Celsius above pre-industrial temperatures. Wildfires and droughts, hurricanes and floods now seem to strike with alarming frequency and terrible ferocity.
Yet the best science tells us that climate change is not like an asteroid hurtling towards earth, an all-or-nothing battle for survival. Rather, scientists tell us that every billion tons of CO2 and every 10th of a degree of warming we prevent will save lives, prevent suffering, and avoid countless damage.
The fight cannot be surrendered, and the project of building a world where the lives and aspirations of 8-going-on-10 billion people can be powered by clean, abundant energy remains essential.
Indeed, I have been in this fight long enough to have experienced several gutting defeats before — and to have witnessed real, transformative progress.
When I began my career nearly two decades ago, a good onshore wind project cost $100 to $200 per megawatt-hour, two to five times the average cost of fossil power. Germany had just launched a subsidy program paying a lavish €400 to €500 per megawatt-hour for solar photovoltaics. And it would be several years still before the first Tesla Roadster would even hit the streets.
Today, either solar or wind power is the cheapest way to generate new electricity almost everywhere in the world, and the International Energy Agency expects solar to overtake nuclear, wind, hydro, gas, and, finally, coal, to become the largest source of electricity in the world by 2033. Here in the U.S., clean electricity and battery storage constitute virtually all of the more than 2.5 terawatts of projects requesting interconnection to our grids. Likewise, electric vehicles (whether two-, three-, or four-wheeled) are now the cheapest and fastest growing mobility solution for those in emerging economies and the rich world alike. One in five cars and trucks sold globally are now electric — in China, that figure is nearing 50%.
Annual U.S. emissions are more than a billion metric tons (or 16%) lower than their peak in 2007, even as the economy is 40% larger. The European Union has cut emissions by 37% from their peak, and by 8% in 2023 alone. Even China, the world’s top polluter, may have seen its emissions peak in 2023 — seven years ahead of schedule.
In sum, the trajectory of global emissions has been wrestled down from inexorable rise to plateau and impending peak. That may not be enough to prevent dangerous climate change, but it is sufficient to transform the outlook from a bleak world of around 4 degrees of warming and put a much more manageable world of 2 degrees within reach.
The truth is that Donald Trump can only slow, not stop the clean energy transition. The U.S. is only responsible for about a 10th of global emissions, and China, not America, is now the world’s largest market (by far) for cars and trucks, electricity, and industrial commodities like steel and cement. Trump cannot wind back the clock on technological innovation or dampen the appetite for EVs and clean energy in the rest of the world. Emerging climate technologies like decarbonized steel, cement and industrial heat can take root elsewhere, even if they face dimmer prospects in America. And a bipartisan consensus to advance technologies like geothermal, nuclear, and carbon capture in the U.S. remains.
While executive actions can be easily repealed, the legislative achievements of the past four years lower energy prices for American consumers and businesses, have sparked a long-promised American manufacturing renaissance, and direct substantial investment and job creation to Republican-represented districts and states. Texas, that paragon of conservatism, is now the undisputed king of clean energy. Factories producing batteries, EVs and solar panels are sprouting across Georgia, the Carolinas, Kentucky, Indiana, Michigan, and beyond. Clean energy is now big business, and influential companies stand to lose billions if the Inflation Reduction Act is repealed. With Republicans securing razor-thin legislative majorities, these laws could thus prove surprisingly durable.
In times of struggle and defeat, those brave champions of civil rights would remind themselves that, though long, the arc of history bends towards justice. Today, it remains our collective task to continue to bend the arc of global emissions towards net zero.
Vice President Harris began her historic campaign by declaring, “When we fight, we win!” That isn’t always the case, but we can say with absolute certainty that if we give up the fight, we are guaranteed defeat.
There is no “game over” in the fight against climate change. The next battle begins today.
Current conditions: Colorado’s major snow storm will continue well into the weekend • More than 900 people in Pakistan were hospitalized in a single day due to extreme air pollution • Devastating flooding continues in Spain.
The world continues to underestimate climate risks, and irreversible tipping points are near, UN Secretary General António Guterres toldThe Guardian. “It is absolutely essential to act now,” he said. “It’s absolutely essential to reduce emissions drastically now.” His warning comes before the COP29 summit kicks off Monday in Azerbaijan, where negotiators are set to agree on a new global finance target to help developing countries with climate adaptation. Guterres said that if the U.S. leaves the Paris Agreement again under a Trump presidency, the landmark goal to limit global warming to 1.5 degrees Celsius would be “crippled.” Experts say 2024 is now expected to be the first full calendar year in which global temperatures exceed the 1.5 degrees target.
With climate-skeptic Donald Trump set to retake the White House in January, many are wondering what his policies will mean for U.S. greenhouse gas emissions. He’s likely to walk back pollution rules on cars and power plants, repeal some parts of the Inflation Reduction Act, boost oil and gas drilling, and pull out of the Paris Agreement. Jesse Jenkins, who leads the Princeton ZERO Lab and is co-host of Heatmap’s Shift Key podcast, said projected emissions will indeed be higher than they would under current policies, but “since Trump cannot repeal grants already awarded or tax credits already provided to date, and it is unlikely that every provision in IRA will be repealed,” they probably will remain lower than Jenkins’ so-called Frozen Policies scenario, which assumes no new climate policies since January 2021.
Jesse Jenkins/REPEAT Project
Varun Sivaram, senior fellow for energy and climate at the Council on Foreign Relations, added some global context: “Even with sharp Trump domestic climate policy rollbacks, the change in U.S. emissions is trivial on a global scale and far less meaningful than expected emerging economy emissions growth,” he said.
In case you missed it (we did!): Oil giant BP said in its most recent earnings report that it has abandoned 18 early-stage hydrogen projects. It still plans to back between five and 10 projects, but that’s down from the “more than 10” it had planned for. The move will save BP some $200 million, and “could have a chilling effect on the nascent hydrogen industry,” wrote Tim De Chant at TechCrunch.
Rivian reported Q3 earnings yesterday. Here are some key takeaways:
A new study published in the journal Communications Earth & Environment found that carbon dioxide emissions from private jets have risen by 50% over the last four years. The research analyzed data from about 19 million private flights (half of which were shorter than 300 miles) made by more than 25,000 private aircraft between 2019 and 2023. In 2023 alone, private flights resulted in about 15.6 million metric tons of CO2 emissions. Most private flights are taking place in the United States: The researchers say that while the U.S. is home to 4% of the global population, nearly 70% of all private aircraft are registered there. The 2022 FIFA World Cup was one of the most carbon-intensive events for private aircraft. Also on the list? The Davos conference and – uh oh – COP28.
Most private flights occur in the U.S. Communications Earth & Environment
Donald Trump’s election victory this week resulted in a $1.2 billion windfall for investors who bet against renewable energy stocks.