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Climate

Anti-Musk Sentiment Is Growing. Is Tesla in Trouble?

On weekend protests, Trump’s new energy council, and Iditarod

Anti-Musk Sentiment Is Growing. Is Tesla in Trouble?
Heatmap Illustration/Getty Images

Current conditions: It’s 111 degrees Fahrenheit in Rio de Janeiro today, the highest recorded temperature in the Brazilian city since 2014 • India’s national winter games have been postponed due to a lack of snow • At least 13 people have died across the Ohio Valley due to severe flooding triggered by a winter storm over the weekend. Another band of bad weather is on the way.

THE TOP FIVE

1. Trump establishes National Energy Dominance Council

We’ll start today with a little summary of news from Washington that you might have missed going into the long weekend:

President Trump on Friday signed an executive order setting up an energy council tasked with advising him on ways to “achieve energy dominance.” Dubbed the National Energy Dominance Council, the group is helmed by Interior Secretary Doug Burgum and Energy Secretary Chris Wright, and will prioritize fossil fuels, though the executive order also mentions biofuels, geothermal, and hydro. No mention of solar or wind. As E&E News noted, “the U.S. is currently producing more oil and natural gas than any country in history. Much of that is exported.”

Meanwhile, nearly 400 “probationary” EPA employees were fired on Friday, about 2,700 people from the Interior Department have opted to accept the administration’s offer of resigning with full pay through September, and somewhere between 1,200 and 2000 workers from the Department of Energy were also cut. There were firings at the Department of Agriculture, said to number in the thousands. Earlier in the week, 3,400 employees from the U.S. Forest Service were also given their marching orders.

2. Energy Secretary Chris Wright calls net-zero goals ‘sinister’

Energy Secretary Chris Wright slammed national net-zero goals yesterday in comments made via video at a London conference. “Net Zero 2050 is a sinister goal,” Wright said. “It's a terrible goal. The aggressive pursuit of it – and you're sitting in a country that has aggressively pursued this goal – has not delivered any benefits, but it's delivered tremendous costs.” He went on to say his job within the Trump administration was to “get out of the way” of fossil fuel production, and claimed that the world does not “have replacements” for hydrocarbons. This is false, and there are many examples of clean energy sources crowding out their dirtier predecessors. To wit: Already 78 economies across the globe have displaced fossil fuel-power with clean energy, and many did so while energy consumption rose. On a global scale, renewables are expected to surpass coal for electricity generation as soon as this year. Since 2019, wind and solar have displaced one-fifth of fossil fuel power generation in the European Union. Last month the Energy Information Administration put out a report concluding that new solar power installations would be the main driver of U.S. power generation over the next two years, and “generating capacity for most other energy sources will remain mostly unchanged in 2025 and 2026.”

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  • 3. Anti-Musk protests break out at Tesla showrooms

    A series of protests took place over the weekend at Tesla showrooms across the country, with participants railing against CEO Elon Musk and his move into U.S. politics. Musk has become part of President Trump’s inner circle, overseening the firing of thousands of federal employees as leader of the “Department of Government Efficiency,” aka DOGE. His incursion has rattled many Americans, including experts who say attempts by Musk, who is not an elected official, to gain access to sensitive government data and payment systems are unconstitutional. “Every Tesla sale that you prevent, every dollar not spent servicing a Tesla, not charging at the Supercharger, these further degrade the business,” Edward Niedermeyer, author of Ludicrous: The Unvarnished Story of Tesla Motors, told the Financial Times from a protest in Portland. “It’s not easy, it’s not guaranteed, but we do have the opportunity to wipe out a huge amount of Elon Musk’s wealth.” It is too soon to know to what extent the anti-Musk sentiment is impacting Tesla, but sales have been dropping in some key markets including California, where registrations fell by about 12% last year. “It’s clear that the perception of Tesla may now be forever damaged,” wrote Kevin Williams at InsideEVs. “Let’s hope that won’t extend to EVs as a whole.”

    Anti-Elon protester in Washington. Chip Somodevilla/Getty Images

    4. Japan’s government approves new climate plan seen as insufficient

    Japan has approved a new climate plan aimed at curbing greenhouse emissions and transitioning to clean energy. It is one of only a handful of countries to finish its updated nationally determined contribution (NDC), as required under the Paris Agreement. The NDC outlines a plan to cut emissions by 60% by 2035 compared to 2013 levels, and 73% by 2040. When the plan was first pitched at the end of last year, climate experts and advocates said it wasn’t in line with the goal of limiting global warming to 1.5 degrees Celsius. To align with this target, the country would need to curb emissions by 66% by 2035. Japan is the world’s fifth-biggest emitter.

    5. Iditarod race rerouted due to lack of snow

    This year’s Iditarod Trail Sled Dog Race will start in Fairbanks, Alaska, instead of the more southern village of Willow, “due to the absence of snowfall since January 31st” and no snow in the forecast. This is the fourth time the route of the famous 1,000-mile race has had to be changed because of low snow conditions. The organizers announced the news yesterday after some of the mushers expressed concerns that parts of the original route were lacking snow and too dangerous for their teams. “The decision throws a wrench into top competitors’ race strategies,” reported the Anchorage Daily News. “Drop bags full of supplies had already been packed up according to a race map that is now partially irrelevant.” Photos from snowmobile racers showed portions of the trail are just exposed grass and dirt:

    Facebook/Hetteen Heritage Racing

    THE KICKER

    Almost a third of the suggestions outlined in Project 2025 – the Heritage Foundation’s 920-page blueprint for reshaping America – have already been implemented or are in progress.

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    Adaptation

    The ‘Buffer’ That Can Protect a Town from Wildfires

    Paradise, California, is snatching up high-risk properties to create a defensive perimeter and prevent the town from burning again.

    Homes as a wildfire buffer.
    Heatmap Illustration/Getty Images

    The 2018 Camp Fire was the deadliest wildfire in California’s history, wiping out 90% of the structures in the mountain town of Paradise and killing at least 85 people in a matter of hours. Investigations afterward found that Paradise’s town planners had ignored warnings of the fire risk to its residents and forgone common-sense preparations that would have saved lives. In the years since, the Camp Fire has consequently become a cautionary tale for similar communities in high-risk wildfire areas — places like Chinese Camp, a small historic landmark in the Sierra Nevada foothills that dramatically burned to the ground last week as part of the nearly 14,000-acre TCU September Lightning Complex.

    More recently, Paradise has also become a model for how a town can rebuild wisely after a wildfire. At least some of that is due to the work of Dan Efseaff, the director of the Paradise Recreation and Park District, who has launched a program to identify and acquire some of the highest-risk, hardest-to-access properties in the Camp Fire burn scar. Though he has a limited total operating budget of around $5.5 million and relies heavily on the charity of local property owners (he’s currently in the process of applying for a $15 million grant with a $5 million match for the program) Efseaff has nevertheless managed to build the beginning of a defensible buffer of managed parkland around Paradise that could potentially buy the town time in the case of a future wildfire.

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    Spotlight

    How the Tax Bill Is Empowering Anti-Renewables Activists

    A war of attrition is now turning in opponents’ favor.

    Massachusetts and solar panels.
    Heatmap Illustration/Library of Congress, Getty Images

    A solar developer’s defeat in Massachusetts last week reveals just how much stronger project opponents are on the battlefield after the de facto repeal of the Inflation Reduction Act.

    Last week, solar developer PureSky pulled five projects under development around the western Massachusetts town of Shutesbury. PureSky’s facilities had been in the works for years and would together represent what the developer has claimed would be one of the state’s largest solar projects thus far. In a statement, the company laid blame on “broader policy and regulatory headwinds,” including the state’s existing renewables incentives not keeping pace with rising costs and “federal policy updates,” which PureSky said were “making it harder to finance projects like those proposed near Shutesbury.”

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    Hotspots

    The Midwest Is Becoming Even Tougher for Solar Projects

    And more on the week’s most important conflicts around renewables.

    The United States.
    Heatmap Illustration/Getty Images

    1. Wells County, Indiana – One of the nation’s most at-risk solar projects may now be prompting a full on moratorium.

    • Late last week, this county was teed up to potentially advance a new restrictive solar ordinance that would’ve cut off zoning access for large-scale facilities. That’s obviously bad for developers. But it would’ve still allowed solar facilities up to 50 acres and grandfathered in projects that had previously signed agreements with local officials.
    • However, solar opponents swamped the county Area Planning Commission meeting to decide on the ordinance, turning it into an over four-hour display in which many requested in public comments to outright ban solar projects entirely without a grandfathering clause.
    • It’s clear part of the opposition is inflamed over the EDF Paddlefish Solar project, which we ranked last year as one of the nation’s top imperiled renewables facilities in progress. The project has already resulted in a moratorium in another county, Huntington.
    • Although the Paddlefish project is not unique in its risks, it is what we view as a bellwether for the future of solar development in farming communities, as the Fort Wayne-adjacent county is a picturesque display of many areas across the United States. Pro-renewables advocates have sought to tamp down opposition with tactics such as a direct text messaging campaign, which I previously scooped last week.
    • Yet despite the counter-communications, momentum is heading in the other direction. At the meeting, officials ultimately decided to punt a decision to next month so they could edit their draft ordinance to assuage aggrieved residents.
    • Also worth noting: anyone could see from Heatmap Pro data that this county would be an incredibly difficult fight for a solar developer. Despite a slim majority of local support for renewable energy, the county has a nearly 100% opposition risk rating, due in no small part to its large agricultural workforce and MAGA leanings.

    2. Clark County, Ohio – Another Ohio county has significantly restricted renewable energy development, this time with big political implications.

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