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Current conditions: A freak hail storm hit Abu Dhabi • Beaches in Trinidad and Tobago are black after a massive oil spill • It will be another wet week in California.
THE TOP FIVE
1. Study: Many migratory species face extinction
One in five migratory species are at risk of extinction, and humans are mostly to blame, according to a grim new United Nations report. The State of the World’s MIgratory Species report from the UN Environment Programme World Conservation Monitoring Centre (CMS) is the first to study the many creatures – from elephants to butterflies to birds – that travel thousands of miles every year to breed, eat, or find new climates. The report examined 1,189 of these species and found some 44% are in population decline. Perhaps the most shocking takeaway is the dire state of the world’s migratory fish species: Ninety-seven percent are facing extinction. Migratory reptiles are also in trouble, with 70% threatened. Overexploitation and habitat loss due to human activity are the largest pressures contributing to these losses. “These animals are, first and foremost, part of the ecosystems where they’re found,” CMS executive secretary Amy Fraenkel told CNN. “And we have a lot of evidence showing that if you remove these species, if they decline, it will have impacts on the ecosystems where they’re found, and not in a positive way.” Protecting migrating animals can be a challenge because it requires cross-border cooperation.
2. Another big U.S. oil merger will create Permian Basin drilling giant
Diamondback Energy announced a $26 billion deal to buy Endeavor Energy Resources, the largest private oil company in America’s biggest oil field, the Permian Basin. The deal catapults Diamondback to the third spot on the list of the region’s largest oil and gas producers. This is “the latest in a flurry of large-scale merger and acquisition activity in the U.S. shale patch as companies look to snap up the best remaining drilling acreage,” explained the Financial Times. Last year saw similar acquisitions targeting the region by ExxonMobil and Chevron. Together Diamondback and Endeavor will pump the equivalent of 816,000 barrels of oil per day, Reutersreported.
3. Study raises new concerns about ocean current tipping point
A new study suggests the “conveyor belt” of Atlantic Ocean currents that sends warm water north and cold water south is in danger of collapse. Climate researchers have long worried that global warming could someday cause the Atlantic Meridional Overturning Circulation (AMOC) to slow or stop. This would trigger major shifts in regional climates and devastate ecosystems, but such an event has always been hard to predict, and most forecasts saw it occuring centuries in the future, if at all. For this new study, researchers used a supercomputer to run through potential warming scenarios and were able to trigger a collapse in the model AMOC, confirming there is indeed a point at which the system breaks down. While the team couldn’t pinpoint when this collapse could happen, they say the findings suggest “we are moving in the direction of the tipping point.” If AMOC were to shut down, parts of Europe, North America, and Asia could see temperatures drop, the southern hemisphere could warm, and Atlantic sea levels could rise by a meter, all within a short timespan that would make adaptation almost impossible, The Guardianreported.
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4. John Deere is going electric
Tractor company John Deere plans to start making and selling fully electric farm and construction equipment by 2026, Yale Climate Connections reported. The company said its electric lineup will give farmers more flexibility and help them lower costs. “They can manage yield and plant health on a more frequent basis; enabled by the cost of that pass being so low. They are no longer exposed to fuel costs. Producers can focus on the health of the plants/animals, and truly optimize the material inputs such as fertilizers, chemicals, and feeds.” It mentions reduced CO2 emissions, too, but only briefly, suggesting John Deere thinks the key to encouraging farmers to swap out their legacy equipment is to focus on operational improvements rather than environmental benefits.
5. Twisters trailer debuts
The first trailer for the disaster film Twisters debuted during the Super Bowl last night. The film, which hits theaters in July, isn’t a remake of the 1996 Twister, but more of a follow up. It promises to be just as nightmare-inducing, especially given how extreme weather has become more common in the years since the first film was released. Back in ‘96, “‘climate change’ didn’t quite carry the very real, very doom-laden weight that it does now,” wrote Cheryl Eddy at Gizmodo. “Is Twisters’ apocalyptic weather even in the realm of science fiction anymore?”
THE KICKER
California is considering introducing an
electric bike license for riders who do not already have a regular driver’s license. It would require e-bike drivers to take a course, pass a test, and get a state ID.
That China has a whip hand over the rare earths mining and refining industry is one of the few things Washington can agree on.
That’s why Alex Jacquez, who worked on industrial policy for Joe Biden’s National Economic Council, found it “astounding”when he read in the Washington Post this week that the White House was trying to figure out on the fly what to do about China restricting exports of rare earth metals in response to President Trump’s massive tariffs on the country’s imports.
Rare earth metals have a wide variety of applications, including for magnets in medical technology, defense, and energy productssuch as wind turbines and electric motors.
Jacquez told me there has been “years of work, including by the first Trump administration, that has pointed to this exact case as the worst-case scenario that could happen in an escalation with China.” It stands to reason, then, that experienced policymakers in the Trump administration might have been mindful of forestalling this when developing their tariff plan. But apparently not.
“The lines of attack here are numerous,” Jacquez said. “The fact that the National Economic Council and others are apparently just thinking about this for the first time is pretty shocking.”
And that’s not the only thing the Trump administration is doing that could hamper American access to rare earths and critical minerals.
Though China still effectively controls the global pipeline for most critical minerals (a broader category that includes rare earths as well as more commonly known metals and minerals such as lithium and cobalt), the U.S. has been at work for at least the past five years developing its own domestic supply chain. Much of that work has fallen to the Department of Energy, whose Loan Programs Office has funded mining and processing facilities, and whose Office of Manufacturing and Energy Supply Chains hasfunded and overseen demonstration projects for rare earths and critical minerals mining and refining.
The LPO is in line for dramatic cuts, as Heatmap has reported. So, too, are other departments working on rare earths, including the Office of Manufacturing and Energy Supply Chains. In its zeal to slash the federal government, the Trump administration may have to start from scratch in its efforts to build up a rare earths supply chain.
The Department of Energy did not reply to a request for comment.
This vulnerability to China has been well known in Washington for years, including by the first Trump administration.
“Our dependence on one country, the People's Republic of China (China), for multiple critical minerals is particularly concerning,” then-President Trump said in a 2020 executive order declaring a “national emergency” to deal with “our Nation's undue reliance on critical minerals.” At around the same time, the Loan Programs Office issued guidance “stating a preference for projects related to critical mineral” for applicants for the office’s funding, noting that “80 percent of its rare earth elements directly from China.” Using the Defense Production Act, the Trump administration also issued a grant to the company operating America's sole rare earth mine, MP Materials, to help fund a processing facility at the site of its California mine.
The Biden administration’s work on rare earths and critical minerals was almost entirely consistent with its predecessor’s, just at a greater scale and more focused on energy. About a month after taking office, President Bidenissued an executive order calling for, among other things, a Defense Department report “identifying risks in the supply chain for critical minerals and other identified strategic materials, including rare earth elements.”
Then as part of the Inflation Reduction Act in 2022, the Biden administration increased funding for LPO, which supported a number of critical minerals projects. It also funneled more money into MP Materials — including a $35 million contract from the Department of Defense in 2022 for the California project. In 2024, it awarded the company a competitive tax credit worth $58.5 million to help finance construction of its neodymium-iron-boron magnet factory in Texas. That facilitybegan commercial operation earlier this year.
The finished magnets will be bought by General Motors for its electric vehicles. But even operating at full capacity, it won’t be able to do much to replace China’s production. The MP Metals facility is projected to produce 1,000 tons of the magnets per year.China produced 138,000 tons of NdFeB magnets in 2018.
The Trump administration is not averse to direct financial support for mining and minerals projects, but they seem to want to do it a different way. Secretary of the Interior Doug Burgum has proposed using a sovereign wealth fund to invest in critical mineral mines. There is one big problem with that plan, however: the U.S. doesn’t have one (for the moment, at least).
“LPO can invest in mining projects now,” Jacquez told me. “Cutting 60% of their staff and the experts who work on this is not going to give certainty to the business community if they’re looking to invest in a mine that needs some government backstop.”
And while the fate of the Inflation Reduction Act remains very much in doubt, the subsidies it provided for electric vehicles, solar, and wind, along with domestic content requirements have been a major source of demand for critical minerals mining and refining projects in the United States.
“It’s not something we’re going to solve overnight,” Jacquez said. “But in the midst of a maximalist trade with China, it is something we will have to deal with on an overnight basis, unless and until there’s some kind of de-escalation or agreement.”
This week’s Q&A is about hail. Last week, we explained how and why hail storm damage in Texas may have helped galvanize opposition to renewable energy there. So I decided to reach out to Brian Grenko, CEO of renewables engineering advisory firm VDE Americas, to talk about how developers can make sure their projects are not only resistant to hail but also prevent that sort of pushback.
The following conversation has been lightly edited for clarity.
Hiya Brian. So why’d you get into the hail issue?
Obviously solar panels are made with glass that can allow the sunlight to come through. People have to remember that when you install a project, you’re financing it for 35 to 40 years. While the odds of you getting significant hail in California or Arizona are low, it happens a lot throughout the country. And if you think about some of these large projects, they may be in the middle of nowhere, but they are taking hundreds if not thousands of acres of land in some cases. So the chances of them encountering large hail over that lifespan is pretty significant.
We partnered with one of the country’s foremost experts on hail and developed a really interesting technology that can digest radar data and tell folks if they’re developing a project what the [likelihood] will be if there’s significant hail.
Solar panels can withstand one-inch hail – a golfball size – but once you get over two inches, that’s when hail starts breaking solar panels. So it’s important to understand, first and foremost, if you’re developing a project, you need to know the frequency of those events. Once you know that, you need to start thinking about how to design a system to mitigate that risk.
The government agencies that look over land use, how do they handle this particular issue? Are there regulations in place to deal with hail risk?
The regulatory aspects still to consider are about land use. There are authorities with jurisdiction at the federal, state, and local level. Usually, it starts with the local level and with a use permit – a conditional use permit. The developer goes in front of the township or the city or the county, whoever has jurisdiction of wherever the property is going to go. That’s where it gets political.
To answer your question about hail, I don’t know if any of the [authority having jurisdictions] really care about hail. There are folks out there that don’t like solar because it’s an eyesore. I respect that – I don’t agree with that, per se, but I understand and appreciate it. There’s folks with an agenda that just don’t want solar.
So okay, how can developers approach hail risk in a way that makes communities more comfortable?
The bad news is that solar panels use a lot of glass. They take up a lot of land. If you have hail dropping from the sky, that’s a risk.
The good news is that you can design a system to be resilient to that. Even in places like Texas, where you get large hail, preparing can mean the difference between a project that is destroyed and a project that isn’t. We did a case study about a project in the East Texas area called Fighting Jays that had catastrophic damage. We’re very familiar with the area, we work with a lot of clients, and we found three other projects within a five-mile radius that all had minimal damage. That simple decision [to be ready for when storms hit] can make the complete difference.
1. Long Island, New York – We saw the face of the resistance to the war on renewable energy in the Big Apple this week, as protestors rallied in support of offshore wind for a change.
Activists came together on Earth Day to protest the Trump administration’s decision to issue a stop work order on Equinor’s Empire Wind project. It’s the most notable rally for offshore wind I’ve seen since September, when wind advocates protested offshore opponents at the Preservation Society of Newport County, Rhode Island.
Esther Rosario, executive director of Climate Jobs New York, told me the rally was intended to focus on the jobs that will be impacted by halting construction and that about a hundred people were at the rally – “a good half of them” union members or representing their unions.
“I think it’s important that the elected officials that are in both the area and at the federal level understand the humans behind what it means to issue a stop-work order,” she said.
2. Elsewhere on Long Island – The city of Glen Cove is on the verge of being the next New York City-area community with a battery storage ban, discussing this week whether to ban BESS for at least one year amid fire fears.
The city is currently taking public comments. We’ll know more in mid-May.
3. Garrett County, Maryland – Fight readers tell me they’d like to hear a piece of good news for once, so here’s this: A 300-megawatt solar project proposed by REV Solar in rural Maryland appears to be moving forward without a hitch.
The project, according to media reports, only received one public comment at a recent hearing before the Public Service Commission – and it was in support.
4. Stark County, Ohio – The Ohio Public Siting Board rejected Samsung C&T’s Stark Solar project, citing “consistent opposition to the project from each of the local government entities and their impacted constituents.”
This isn’t a surprising outcome: Heatmap Pro data shows Stark County has a 98 opposition index.
5. Ingham County, Michigan – GOP lawmakers in the Michigan State Capitol are advancing legislation to undo the state’s permitting primacy law, which allows developers to evade municipalities that deny projects on unreasonable grounds. It’s unlikely the legislation will become law.
6. Churchill County, Nevada – Commissioners have upheld the special use permit for the Redwood Materials battery storage project we told you about last week.
Redwood will have additional conditions placed on the project, including a requirement to follow current and future fire codes, which is becoming a more common mandate for battery storage overall.
Proportion of species classified in risk areas
