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On fired climate scientists, the California waiver, and Tesla’s Semi
Current conditions: Severe weather warnings continue through this evening in parts of Iowa, Minnesota, and South Dakota, with strong tornadoes remaining a possible threat • It will be 85 degrees Fahrenheit in Washington, D.C. today, about 14 degrees above average • Late afternoon thunderstorms are expected in Ottawa, where Conservative Party leader Pierre Poilievre is out of a job after Monday’s snap election, which also saw Liberal Mark Carney elected to a full term as Canada’s prime minister.
On Monday, the Trump administration dismissed all of the nearly 400 contributors to the National Climate Assessment, the congressionally mandated review of how global warming impacts the United States. According to the termination email, the Sixth Climate Assessment, due out in 2028, is “being reevaluated” by the administration, although one former contributor pointed out to The New York Times that “if you get rid of all the people involved, nothing’s moving forward.”
The move follows a series of targeted attacks by the Trump administration on the country’s ability to monitor the impacts of climate change, including the termination of contracts with global research partners and the reduction of funding for the National Oceanic and Atmospheric Administration, which the conservative policy blueprint Project 2025 has described as “one of the main drivers of the climate change alarm industry.” Erin Sikorsky, the director of the Center for Climate and Security, slammed the decision on Bluesky, writing, “Pretending climate risks don’t exist doesn’t make them go away, unfortunately. This move puts Americans, our communities, and our security at risk.”
As we’ve covered at Heatmap, the Fifth Climate Assessment, published in 2023, contained a grim accounting of the stakes: that “every region in the world is projected to face further increases in climate hazards” without “urgent, effective, and equitable” progress away from our current rate of greenhouse gas emissions.”
On Monday, the Alliance for Automotive Innovation sent a letter to every member of the House of Representatives, urging them to repeal the Environmental Protection Agency’s waiver for California to set vehicle emissions standards stricter than the federal government’s when the matter goes to a vote this week. The Washington D.C.-based trade association, which represents Toyota, Volkswagen, Hyundai, and others, argued that companies were being “forced to substantially reduce the number of overall vehicles for sale to inflate their proportion of electric vehicles sales.”
Many are skeptical that Congress actually has the authority to revoke the waiver under the Congressional Review Act; the Government Accountability Office and Senate Parliamentarian Elizabeth MacDonough have both stated that the waiver does not fall into the category of “rules” that the CRA can block. The Alliance for Automotive Innovation remains hopeful, however, going on to refer erroneously to the waiver as a “gas vehicle ban” and adding that it will “reduce vehicle choices for consumers across the country at precisely the same time they are adjusting to the marketplace shock of 25% tariffs on imported vehicles and auto parts.”
Tesla
Tesla announced Monday that it plans to produce its Semi electric trucks at its Nevada gigafactory campus by the end of the year. “We’ll be ramping the factory throughout 2026,” Dan Priestley, the head of Tesla’s Semi program, said in a video posted to Twitter, adding that the factory can produce as many as 50,000 units per year. Tesla first scheduled production to begin in 2019, with CEO Elon Musk subsequently promising in 2022 that 50,000 Semis would be in production by 2024.
If Congress votes to repeal California’s ability to set stricter car and truck pollution standards, however, it could take a big bite out of the anticipated demand for the Semis. Separately, Massachusetts earlier this month postponed enforcement of its rule requiring manufacturers of medium- and heavy-duty trucks to sell an increasing number of zero-emission vehicles beginning in 2025.
Employees at the Environmental Protection Agency received an email Monday offering them another opportunity to take a voluntary retirement or a deferred resignation, USA Today reports. The agency has already reduced its staff by at least 1,000 workers as part of the administration’s efforts to downsize the federal workforce; current employees have until May 5 to accept one of the two new options. EPA Administrator Lee Zeldin has previously said he intends to cut the agency’s spending by 65%. At the same time, Russ Vought, the influential head of the Office of Management and Budget, has taken a particularly aggressive attitude toward the EPA, stating in a 2023 speech, “We want their funding to be shut down so that the EPA can’t do all of the rules against our energy industry because they have no bandwidth financially to do so. We want to put them in trauma.”
When the long overdue Cascadia earthquake eventually strikes the northwest coast of the United States, the entire coastline could drop by nearly 7 feet — which suggests not only that more than twice the number of people and structures are at risk than originally thought, but also that said risk will continue to worsen over the next 75 years due climate change-driven sea-level rise. That’s according to new research published Monday in the Proceedings of the National Academy of Sciences, which also found that following such an earthquake, flooding events along the coast could dramatically worsen. “The land persists down” after an event of such a magnitude, and it can last for decades or centuries, meaning “any areas that are kind of on the cusp of the floodplain are now it,” lead author Tina Dura told NBC News.
As I’ve previously reported for Heatmap, there is additional increased danger in the event of the Cascadia earthquake — known colloquially as “the Big One” — due to the recent cuts at NOAA and the Federal Emergency Management Agency. In the immediate aftermath of the expected earthquake, the Washington and Oregon coasts will be hit by a massive tsunami, the damage of which will also increase as sea levels rise. Seismologists estimate a 15% chance that a magnitude 8.0 or greater earthquake will strike the region within the next 50 years.
New England recorded its lowest ever electricity demand on its six-state regional grid on Sunday, thanks in part to the region’s many “behind-the-meter” rooftop solar resources.
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On the environmental reviews, Microsoft’s emissions, and solar on farmland
Current conditions: Enormous wildfires in Manitoba, Canada, will send smoke into the Midwestern U.S. and Great Plains this weekend • Northwest England is officially experiencing a drought after receiving its third lowest rainfall since 1871 • Thunderstorms are brewing in Washington, D.C., where the Federal Court of Appeals paused an earlier ruling throwing out much of Trump’s tariff agenda.
The Supreme Court ruled Thursday that courts should show more deference to agencies when hearing lawsuits over environmental reviews.
The case concerned a proposed 88-mile train line in Utah that would connect its Uinta Basin (and its oil resources) with the national rail network. Environmental groups and local governments claimed that the environmental impact statement submitted by the federal Surface Transportation Board did not pay enough attention to the effects of increased oil drilling and refining that the rail line could induce. The D.C. Circuit agreed, vacating the EIS; the Supreme Court did not, overturning the D.C. Circuit in an 8-0 decision.
The National Environmental Policy Act, or NEPA, requires the federal government to study the environmental impact of its actions. The D.C. Circuit “failed to afford the Board the substantial judicial deference required in NEPA cases and incorrectly interpreted NEPA to require the Board to consider the environmental effects of upstream and downstream projects that are separate in time or place,” Justice Brett Kavanaugh wrote for the court.
The court’s decision could sharply limit the ability of the judicial branch to question environmental reviews by agencies under NEPA, and could pave the way for more certain and faster approvals for infrastructure projects.
At least, that’s what Kavanaugh hopes. The current NEPA process, he writes, foists “delay upon delay” on developers and agencies, so “fewer projects make it to the finish line. Indeed, fewer projects make it to the starting line.”
Map of the approved railway route.Source: Uinta Basin Railway Final Environmental Impact Statement
The Department of Agriculture is planning to retool a popular financing program, Rural Energy for America, to discourage solar development on agricultural land, Heatmap’s Jael Holzman exclusively reported.
“Farmland should be for agricultural production, not solar production,” a USDA spokesperson told Heatmap. The comments echoed a USDA report released last week criticizing the use of solar on agricultural land. The report said that the USDA will “disincentivize the use of federal funding at USDA for solar panels to be installed on productive farmland through prioritization points and regulatory action.” The USDA will also “call on state and local governments to work alongside USDA on local solutions.”
The daughter of a woman who died during the Pacific Northwest “Heat Dome” in 2021 sued seven oil and companies for wrongful death in Washington state court, The New York Times reported Thursday.
“The suit alleges that they failed to warn the public of the dangers of the planet-warming emissions produced by their products and that they funded decades-long campaigns to obscure the scientific consensus on global warming,” according to Times reporter David Gelles.
Several cities and states have brought suits making similar claims that oil and gas companies misled the public about the threat of climate change. Earlier this week, a German court threw out a suit from a Peruvian farmer against a German utility, which claimed that the utility’s commissions helped put his town at risk from glacial flooding.
The seven companies named in the lawsuit are Exxon Mobil, Chevron, Shell, BP, ConocoPhillips, Phillips 66, and Olympic Pipeline Company, a subsidiary managed by BP. None of them commented on the suit.
Tech giant Microsoft disclosed in its annual sustainability report that its carbon emissions have grown by 23.4% since 2020, even as the company has a goal to become “carbon negative” by 2030. The upside to the figures is that the growth in emissions was due to a much larger increase in energy use and business activity, not from using dirtier energy. In that same time period, Microsoft’s revenue has grown 71%, and its energy use has grown 168%.
“It has become clear that our journey towards being carbon negative is a marathon,” the report read. The company said it had contracted 34 gigawatts of non-emitting power generation and had agreements to procure 30 million metric tons of carbon removal.
The company has set out to reduce its indirect Scope 3 emissions “by more than half” by 2030 from the 11.5 million metric tons it reported in 2020, as its Scope 1 and Scope 2 emissions fall to close to zero. It will become “carbon negative,” it hopes, by purchasing carbon removal.
Microsoft attempts to reduce emissions in its supply chain by procuring low- or no-carbon fuels and construction materials. Last week the tech giant signed a purchasing agreement with Sublime Systems for 600,000 tons of low-carbon cement.
The Nuclear Regulatory Commission announced it had approved a 77-megawatt small modular reactor design. This is the second SMR design approved by the NRC, following approval of a smaller design in 2020. Both are products of the SMR company NuScale, and neither has yet been deployed. A project to build the earlier design in Idaho was abandoned in 2023.
The NRC review was set to be completed in July of this year. Coming in ahead of scheduled demonstrates “the agency’s commitment to safely and efficiently enable new, advanced reactor technology,” the Commission said in a press release.
Congress and the Biden and Trump administrations have pushed the NRC to move faster and to encourage the development of small modular reactors. No SMR has been built in the United States, nor is there any current plan to do so that has been publicly disclosed. NuScale’s chief executive told Bloomberg that he hopes to have a deal signed by the end of the year and an operational plant by the end of the decade.
Tesla veteran Drew Baglino’s Heron Power raised a $38 million round of Series A funding for a new product designed to replace “legacy transformers and power converters by directly connecting rapidly growing megawatt-scale solar, batteries, and AI data centers to medium voltage transmission,” Baglino wrote on X.
A conversation with Mike Hall of Anza.
This week’s conversation is with Mike Hall, CEO of the solar and battery storage data company Anza. I rang him because, in my book, the more insights into the ways renewables companies are responding to the war on the Inflation Reduction Act, the better.
The following chat was lightly edited for clarity. Let’s jump in!
How much do we know about developers’ reactions to the anti-IRA bill that was passed out of the House last week?
So it’s only been a few days. What I can tell you is there’s a lot of surprise about what came out of the House. Industries mobilized in trying to improve the bill from here and I think a lot of the industry is hopeful because, for many reasons, the bill doesn’t seem to make sense for the country. Not just the renewable energy industry. There’s hope that the voices in Congress — House members and senators — who already understand the impact of this on the economy will in the coming weeks understand how bad this is.
I spoke to a tax attorney last week that her clients had been preparing for a worst case scenario like this and preparing contingency plans of some kind. Have you seen anything so far to indicate people have been preparing for a worst case scenario?
Yeah. There’s a subset of the market that has prepared and already executed plans.
In Q4 [of 2024] and Q1 [of this year] with a number of companies to procure material from projects in order to safe harbor those projects. What that means is, typically if you commence construction by a certain date, the date on which you commence construction is the date you lock in tax credit eligibility, and we worked with companies to help them meet that criteria. It hedged them on a number of fronts. I don’t think most of them thought we’d get what came out of the House but there were a lot of concerns about stepdowns for the credit.
After Trump was elected, there were also companies who wanted to hedge against tariffs so they bought equipment ahead of that, too. We were helping companies do deals the night before Liberation Day. There was a lot of activity.
We saw less after April 2nd because the trade landscape has been changing so quickly that it’s been hard for people to act but now we’re seeing people act again to try and hit that commencement milestone.
It’s not lost on me that there’s an irony here – the attempts to erode these credits might lead to a rush of projects moving faster, actually. Is that your sense?
There’s a slug of projects that would get accelerated and in fact just having this bill come out of the House is already going to accelerate a number of projects. But there’s limits to what you can do there. The bill also has a placed-in-service criteria and really problematic language with regard to the “foreign entity of concern” provisions.
Are you seeing any increase in opposition against solar projects? And is that the biggest hurdle you see to meeting that “placed-in-service” requirement?
What I have here is qualitative, not quantitative, but I was in the development business for 20 years, and what I have seen qualitatively is that it is increasingly harder to develop projects. Local opposition is one of the headwinds. Interconnection is another really big one and that’s the biggest concern I have with regards to the “placed-in-service” requirement. Most of these large projects, even if you overcome the NIMBY issues, and you get your permitting, and you do everything else you need to do, you get your permits and construction… In the end if you’re talking about projects at scale, there is a requirement that utilities do work. And there’s no requirement that utilities do that work on time [to meet that deadline]. This is a risk they need to manage.
And more of the week’s top news in renewable energy conflicts.
1. Columbia County, New York – A Hecate Energy solar project in upstate New York blessed by Governor Kathy Hochul is now getting local blowback.
2. Sussex County, Delaware – The battle between a Bethany Beach landowner and a major offshore wind project came to a head earlier this week after Delaware regulators decided to comply with a massive government records request.
3. Fayette County, Pennsylvania – A Bollinger Solar project in rural Pennsylvania that was approved last year now faces fresh local opposition.
4. Cleveland County, North Carolina – Brookcliff Solar has settled with a county that was legally challenging the developer over the validity of its permits, reaching what by all appearances is an amicable resolution.
5. Adams County, Illinois – The solar project in Quincy, Illinois, we told you about last week has been rejected by the city’s planning commission.
6. Pierce County, Wisconsin – AES’ Isabelle Creek solar project is facing new issues as the developer seeks to actually talk more to residents on the ground.
7. Austin County, Texas – We have a couple of fresh battery storage wars to report this week, including a danger alert in this rural Texas county west of Houston.
8. Esmeralda County, Nevada – The Trump administration this week approved the final proposed plan for NV Energy’s Greenlink North, a massive transmission line that will help the state expand its renewable energy capacity.
9. Merced County, California – The Moss Landing battery fire is having aftershocks in Merced County as residents seek to undo progress made on Longroad’s Zeta battery project south of Los Banos.