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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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    Energy

    Trump Wants to Prop Up Coal Plants. They Keep Breaking Down.

    According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.

    Donald Trump as Sisyphus.
    Heatmap Illustration/Getty Images

    The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.

    This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.

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    Spotlight

    The New Transmission Line Pitting Trump’s Rural Fans Against His Big Tech Allies

    Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.

    Donald Trump, Maryland, and Virginia.
    Heatmap Illustration/Getty Images

    A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.

    The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.

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    Hotspots

    Trump Punished Wind Farms for Eagle Deaths During the Shutdown

    Plus more of the week’s most important fights around renewable energy.

    The United States.
    Heatmap Illustration/Getty Images

    1. Wayne County, Nebraska – The Trump administration fined Orsted during the government shutdown for allegedly killing bald eagles at two of its wind projects, the first indications of financial penalties for energy companies under Trump’s wind industry crackdown.

    • On November 3, Fox News published a story claiming it had “reviewed” a notice from the Fish and Wildlife Service showing that it had proposed fining Orsted more than $32,000 for dead bald eagles that were discovered last year at two of its wind projects – the Plum Creek wind farm in Wayne County and the Lincoln Land Wind facility in Morgan County, Illinois.
    • Per Fox News, the Service claims Orsted did not have incidental take permits for the two projects but came forward to the agency with the bird carcasses once it became aware of the deaths.
    • In an email to me, Orsted confirmed that it received the letter on October 29 – weeks into what became the longest government shutdown in American history.
    • This is the first action we’ve seen to date on bird impacts tied to Trump’s wind industry crackdown. If you remember, the administration sent wind developers across the country requests for records on eagle deaths from their turbines. If companies don’t have their “take” permits – i.e. permission to harm birds incidentally through their operations – they may be vulnerable to fines like these.

    2. Ocean County, New Jersey – Speaking of wind, I broke news earlier this week that one of the nation’s largest renewable energy projects is now deceased: the Leading Light offshore wind project.

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