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Do you want a light tailwind or a full-on hurricane?

“The only thing better for the climate than buying an EV over a gasoline-powered car is buying no car at all,” the climate scientist
Rob Jackson has written. But for many Americans, not having a car at all is the stuff of logistical and cultural nightmares. The average person living in the U.S. covers more than 1,000 miles per month in their vehicle, and nearly 45% of people don’t even have the option of opting for public transportation. Ditching your car? You might as well ask people to give up their cell phones.
But across the country, transportation advocates and e-bike warriors are looking for solutions to go, if not entirely car-less, then at least car-light. Heatmap has put together a comprehensive guide to help you make a decision that best fits your lifestyle, whether that’s becoming a superpedestrian, a committed e-bike user, or just trying to replace a couple of short-haul drives a week.
Doug Gordon is the cohost of “The War on Cars,” a podcast about the fight against car culture. He is also a writer, TV producer, and safe streets advocate, and he advises nonprofits and mobility companies on communications strategies to promote better streets and public infrastructure through his Brooklyn Spoke Media consulting business.
Alexa Sledge is the director of communications at Transportation Alternatives, a nonprofit organization that has worked to promote non-polluting, safe, and quiet travel in New York City since 1973.
Bryan Dean is the sales manager at The eBike Store in Portland, Oregon, which opened in 2008 as the city’s first e-bike-only retailer. He’s spent over six years helping customers pick out their perfect bikes and is also the creator of the #eBikeAnywhere hashtag.
Kevin Lau is a product specialist at REI with more than 20 years of experience. He is based out of Marlton, New Jersey.
Only 8% of U.S. households currently get by without owning a car, and less than 1% of Americans commute to work by bike. The U.S. is so driving-centric that we’re home to one-fifth of all the cars on the planet despite having less than 5% of the global population. Eleven states have more registered vehicles than people.
But just because driving has always been your default doesn’t mean it makes the most sense for the kind of travel you do — even if you live somewhere without great public transportation. Over half of all trips Americans make in a car are for a distance of less than three miles — perfect to convert into a bike ride.
“I think of mobility like a Swiss army knife: You have to use the right tool for the job,” Gordon told me. “If I just need to pick up a carton of milk, does it make sense to do that in a 6,000-pound metal box on wheels that is powered by dinosaur juice? Not so much.”
On average, commuting by bike in the U.S. saves an estimated $2,500 per year, and it has been found to have massive benefits for one’s mental health, cardiovascular health, and even productivity at work. Yes, even e-bikes!
“If you go to places like Copenhagen or Amsterdam — places where there are huge numbers of cyclists — and you poll those people, concern for the environment barely cracks the top five reasons why they cycle,” Gordon said. “The reasons why people cycle in Denmark and the Netherlands are because it’s safe and convenient, and it’s often the fastest and cheapest way to get where they’re going.”
Transportation is the most significant contributor to climate change in the United States, with nearly 60% of the sector’s greenhouse gas emissions coming from cars alone (another 23% comes from trucks). Replacing a quarter of your total driving with walking, biking, or e-biking could save 1.3 tons of greenhouse gas emissions per year, according to our friends at WattTime — about the same as forgoing burning 1,433 pounds of coal or three barrels of oil. If every American drove even a mere 10% less per year, it’d be like taking 28 coal-fired power plants offline.
You can still make a significant impact without ditching your car, in other words: You simply have to drive less. And the upsides are enormous. More Americans die of car pollution than in car accidents every year. Additionally, commuting by bike or by foot makes us healthier and happier.
It also helps us realize what our community priorities should be. “Individual action is not always what we need to focus on,” Gordon said. “We need to focus on institutional change. But my philosophy is that lots of individual action actually adds up to the political will to get the institutional change you need.”
A survey of studies from five countries (including the U.S.) found that the main barriers to cycling were low perceived safety, bad weather, lack of cycling infrastructure (including “shower facilities” at one’s destination), and distance and perceived effort.
Safety is a valid concern. Riding a bike is about 500 times more likely to be fatal than riding a bus, according to a 2007 study; even with the success of programs like New York’s Vision Zero, collisions with cars remain a real danger for people on bikes. The car-related pollution inhaled while cycling can also shorten a cyclist’s life by an estimated one to 40 days. But the benefits of cycling on average far outweigh the risks: Riding a bike adds an estimated three to 14 months to your life, even when the possibilities of collisions and air pollution are considered. The health benefits are so significant that a separate study by Swedish researchers found that cyclists had a 47% lower risk of early death and a 10% lower risk of hospitalization compared to car and train commuters.
What about concerns about shower availability and the “distance and perceived effort” of riding a bike? That’s where the advantages of an e-bike’s pedal assist come into play. “E-bikes are great at blasting through any concerns you have about sweat,” Gordon told me. Even in hot weather or on difficult terrain, pedal assist can keep you looking fresh when you arrive at the office.
The first step to driving less is thinking about when and where you can replace specific trips with walking, cycling, or public transportation instead. Lau told me his general rule of thumb is that if a trip is less than a mile and he can safely walk (i.e. if there are sidewalks or safe paths), then he’ll walk. “If it’s more than that, I’ll take the bike if I have a place to lock it or can bring it into my workplace or store,” he said. For trips where he might need some extra assistance — that are farther, longer, hillier, or will require carrying “more cargo without working as hard,” he’ll opt for an e-bike instead.
You can do a lot of this reconnaissance from your couch. Apple Maps and Google Maps can take a lot of the guesswork out of finding the best bike paths to and from your house and the other places you frequent, including informing you ahead of time if the route will require riding on major or minor roads or ones with protected bike lanes. Google and Apple Maps can also give you real-time information about public transportation options in your area (as well as allow you to plan for trips when service might be reduced, like late nights or weekends), and many transit systems now have their own apps to make tracking delays or alternative service simpler.
It’s funny how you don’t realize where the long, slow inclines are in your neighborhood until you’re huffing up them on a bike. Google Maps and Apple Maps can show you what elevation to expect on a walking or cycling route. If you live in a hillier area, an e-bike might be better than a traditional bike since it can take some of the ouch out of the ups.
“Something really, really important that people don’t always think about is gear,” Sledge told me. “It doesn’t necessarily have to be expensive, but if you can only ride your bike when it’s 80 degrees and sunny, that’s not the best scenario.”
If you live somewhere where it gets hot, rainy, snowy, windy, or the weather can change unexpectedly, think ahead of time about the sort of gear you’d need to make cycling or walking more comfortable. (We have a checklist of ideas below.)
California, Colorado, Connecticut, Hawaii, Massachusetts, New York, Oklahoma, and Vermont all have statewide tax credits or rebates to encourage e-bike adoption.
Live somewhere that isn’t on that list? Here is a super handy tracker from the Transportation Research and Education Center at Portland State University of more than 100 counties, cities, and municipalities that offer e-bike incentive programs. Also, look for e-bike lending libraries that might be in your area.
If you’re having trouble learning about the programs available to you, head into a brick-and-mortar e-bike shop in your area or connect with your local transportation advocacy group — they’ll know what programs you can take advantage of and be happy to point you in the right direction.
Do you know what bike enthusiasts love more than anything? Creating new bike enthusiasts. If you’re still feeling intimidated by the idea of getting on a bike — or even if you’re not — “find a friend who’s already doing it,” Gordon suggested. Bike people are “an evangelical bunch, and if you tell a friend who you know is into biking or bike commutes regularly that ‘Hey, I’m thinking of doing it,’ I can guarantee that person will be more than happy to hold your hand and help you through your first ride.”
There are dozens of emissions-free or emissions-light transportation options, from using your own two feet to digging the old beater bicycle out of your garage to going full Steve Wozniak with a Segway. The most important thing is to something you’ll actually use.
That said — “What’s really going to be the best option for most Americans is an e-bike,” Sledge told me. “That’s a true car replacement when so often a [traditional] bike can’t be a true, true, true car replacement.” E-bikes are simply more practical and comfortable for longer rides or daily commutes, and if you need to haul things like groceries or children, they can’t be beaten.
I’ve looked at all my options and don’t think I can drive any less than I already do. What can I do instead?
There’s no way around it: E-bikes are pricy. “An e-bike is going to be a big purchase — nowhere near as much as a car, but still, it’s a major purchase,” Sledge said. Even with incentive programs (more on that below), you’re likely to spend more than $1,000 out of pocket.
It is tempting to look for a bargain. But Dean stressed that manufacturers and bulk retailers are “sacrificing a lot” in terms of quality and service to make a profit at lower price points. As a rule, “If you’re spending less than $1,000 on any bike, it’s landfill,” he said. “And that waste is toxic — odds are, it isn’t going to be recycled properly.”
Gordon suggested that if you’re concerned about how often you’ll use an e-bike, it makes sense to get “a cheap regular bike” initially. “Then you can figure out if this is something you want to do in the long term, and after a few weeks, or a month, or a year, you can go, ‘Okay, I’m ready for the $1,000, $2,000, $5,000 bicycle.’”
Perspective is important, too. Yes, e-bikes are expensive — if you compare them to regular bikes. “If you compare them to cars, they’re a bargain,” Gordon said. “E-bikes are a replacement tool; they’re not an upgrade from other bikes. So if you’re a family with two cars and are going down to one, getting a $2,500 or even $5,000 e-bike is a relative bargain.” Additionally, many retailers — including The eBike Store in Portland, Oregon, where Dean works — offer installment plans to help make the purchase more manageable.
Conversion kits are a popular way to convert an analog bike you already own into an e-bike by attaching a motor to the front hub, rear hub, or mid-drive. Many of these kits can be found cheaply on websites like Amazon, though The Washington Post warns that it is still a “very Wild West market” and to only buy batteries from reputable e-bike battery brands (low-quality batteries are more likely to start fires). While converting to an e-bike might be a good option for you if you want to dip a toe in the e-bike water, you’ll still need to spend several hundred dollars to get a kit that gives you the same oomph as an actual e-bike. That said, whatever option gets you on a bike is the best one, and if you’re converter-kit curious, here’s a good guide for learning where to start.
“Buying a bike at a brick-and-mortar store from competent, kind people who love their job — customers are going to have a fantastic experience,” Dean told me. “They’re going to get a great taste for the bike, which means they’ll be riding it a lot. We’re not in the business of selling bikes that sit and rot in someone’s garage.”
It is especially important to go to a store with e-bike specialists on staff (rather than a bulk retailer like Costco — or worse, anything online) because the mechanics will have checked the bike over and adjusted the safety points so it’s ready to go. “You’re going to get educated and get a strong appreciation of the beautiful tool that you are buying, and learn how to operate it and make it last,” Dean added.
Most importantly, though, ensure you take the bike for a test ride before handing over your credit card. Any retailer worth its salt will offer this as an option; the best retailers will take you on a guided test ride, where they’ll teach you how to use the e-bike you’re trying out. But the bottom line is, “Don’t buy a bike that you haven’t ridden,” Dean said. “Ride the bike before you buy it; that’s in all-caps with smiley faces and exclamation points. Don't buy the bike if you can’t ride it first.”
“Buy the bike that’s going to put the biggest, dumbest smile on your face.”
Dean said he points riders looking to log miles to the Specialized Como. “When you’re commuting long miles, you want something comfortable, something that’s reliable, something that has a strong enough motor that will get you where you’re going and a big-enough battery that you’re not going to sweat it,” he said. The Specialized Como is also an excellent choice for people who want to “show up to work not sweaty” but maybe get a little bit more of a workout on the way home.
If you prefer commuting on a traditional bike, Lau suggested REI’s ADV 1.1, a road touring bike, or the CTY 1.1 bike, a less-expensive hybrid built for logging longer distances and enduring the daily wear-and-tear of a commute. His e-bike pick for commuters is the CTY e2.2, a popular, well-reviewed, and accessible commuter bike specifically marketed to “replace car trips.”
Dean loves to recommend Tern bikes to people who want to make trips with their kids. “They’ve been doing this for a long time, they have tons of great accessories, and they use Bosch power systems,” he said — all points in the bike’s favor. That customizability and reliability make it a good fit for families who want to be able to tailor the bike to their needs and price point while also not having to worry about it breaking down in the middle of a toddler’s meltdown.
But there is one other primary reason why Dean points parents to Tern. “All of their bikes are rider first, cargo behind” — versus bucket bikes that put the cargo in front of the rider. While the latter design is also popular, it also means that if you’re trying to squeak out into traffic, you’re nosing your most precious cargo ahead of you, into potential harm’s way.
Lau offered three options for e-bikes that won’t make you miss the trunk of your car, starting with the Cannondale Cargowagen, which can lug up to 440 pounds — that is a lot of Chili & Lime Flavored Rolled Corn Tortilla Chips. Its range isn’t quite as good as some other bikes on the market — the battery is 545 watt-hours — so it’s probably a better fit for people who live in higher-density areas or near their preferred market. (You can always buy a second battery if you want a little more range.) The Cargowagen is also a class 3 bike, meaning you won’t have to worry about the ice cream melting before you can get home.
Like Dean, Lau loves to recommend Tern bikes for handling heavy loads, especially the Tern GSD S00, which conveniently folds up so it can even be stored in an apartment or transported in an elevator while still being compatible with Tern’s line of cargo-carrying products — but at almost $6,000 before add-ons, it’ll likely be out of many first-time e-bikers’ budgets. Tern’s Vektron S10 is a less expensive option and still has the power to handle hilly roads with six Trader Joe’s bags in tow. (Note that both Terns are class 1 bikes, meaning the pedal assist tops out at 20 miles per hour.)
“Lightweight e-bikes are out there,” Dean said, and can be had — for the right amount of money. “They’re usually going to start around $3,500 to $4,000 and then go up from there,” he told me, pointing to Specialized as one of his favorite lightweight brands.
Keep in mind that you may not need a lightweight e-bike. “No one has ever come in and said, ‘I want a heavy bike,’” Dean pointed out. Electric motors are, by necessity, heavy, so getting a lighter bike can mean sacrificing half the motor and battery. There are workarounds: “If you have stairs to go up, almost all of these bikes have a walk assist mode,” which gently turns the tires so you’re not fighting gravity on your own, Dean told me. Likewise, if you’re trying to load your bike onto a car rack, “you don’t have to Hulk it up there; you can be a little smarter about your efforts by picking up the front wheel and putting it in the rack behind your car. Then pick up the back wheel.” If you’re really struggling with your bike, you can always pop off the battery — one of the heavier components — and carry it separately.
The best new commuter bike you can get away with is the CTY 1.1, the analog bike Lau recommended above, but for an e-bike option, he points customers to the Co-op CTY e2.1, an easy, accessible, no-frills class 1 bike that won’t run you more than $2,000. It might be a little light on features for a serious urban commuter, though.
Dean told me that the Gazelle Medeo and some of the bikes from Electra Country will have price points that could be more acceptable to customers on a budget. Gazelle uses the reliable Bosch power system, and the Medeo is “really good” and comes in “multiple versions.” (I found one for less than $2,000). Electra Country is a subsidiary of Trek and is a “one-size-fits-all, beach cruiser-looking bike” that comes in super fun colors.
Congratulations! You’re the proud owner of a bike or an e-bike (or skateboard or e-scooter or a really good pair of walking shoes). What happens now?
While the benefits of riding a bike (or any other form of active transportation) still outweigh the risks, cars are getting bigger, their blindspots are getting larger, and pedestrian and cyclist deaths nationwide are at a 40-year high. Even electric vehicles might be a small part of the problem since they’re so much heavier than regular cars — and that much more dangerous if you get hit.
I asked Sledge how newly carless commuters could become better pedestrians, and she quickly corrected me. “There is no such thing as being a good pedestrian,” she said. “So often, in the United States, when we have groups of people that are consistently harmed by other groups of people, we’re like, ‘How can the victims be better?’ And the real answer is, ‘How can we create systems and designs that protect those people?’”
We’ll get into that. But the bottom line is: be safe when you’re out on the road. Learn how to navigate intersections safely, and don’t take unnecessary risks. Especially if you’re on an e-bike, “You’re traveling faster than most cars are expecting you to,” Dean said. “To remember that, imagine you are not only invisible, but they’re all trying to kill you.”
“Riding a bike is a really good entry for a lot of people into larger political conversations about climate, the design of their cities or towns, and a host of other issues,” Gordon told me. It might only be a short amount of time before you start to wonder why there aren’t more protected bike lanes in your town or city, or why mass transit isn’t reaching your neighborhood or destination, or why lousy road design is making your commute more dangerous than it should be.
There’s some good news, though: There has never been a better time to become a transit advocate. “It could be as small as your block, or your neighborhood, or your city, but there are tons of groups all over the country that focus on working to make them safer and better for the people in them,” Sledge said.
One of the best places to start is by making your voice and your values heard. As Sledge reminded me, car companies already have — and continue to spend money and time lobbying policies that are better for drivers (and their bottom lines) than others on the road. But where to begin? “First, I would look for any kind of organization in your community, your neighborhood, or your city that focuses on safe streets or fighting climate change, and see if you can get involved with them,” Sledge said. “And if you don’t have that kind of organization, start to go to your city council meetings, making your voice heard with your local representatives — those kinds of things really make a difference.”
Another great resource is Transportation for America’s Transit Advocate Guide, which takes you step-by-step through building a movement in your community. Transportation Alternatives also hosts occasional activist trainings to help you learn how to organize successful campaigns in your neighborhood.
Maybe you bought an e-bike or a monthly metro pass … but you’ve been unable to quit your car the way you thought you would. That’s okay! This is not an all-or-nothing activity. “Don’t feel guilty if you’re still driving,” Gordon stressed. Remember that “you’re operating within a system that is built for you to drive, so starting small is really good.” Every fit and start of progress helps.
Remember also that better, low- and zero-emissions-friendly infrastructure and a pedestrian-first culture aren’t going to be built overnight. Even the most hard-core among us still need to use cars occasionally. Just “reimagining how we’re going to truly allocate our public resources — our public dollars, our public services — to serve everyone, and radically rethinking how to do that, is so important,” Sledge said.
I will leave you with one last instruction for ditching your car. When you discover the bike that lets you “follow your joy, follow your bliss,” and puts a “smile on your face” — as Dean likes to say — don’t keep it to yourself.
Someone else in your community is beginning to think about ditching their car, too. It’s your turn now. Go forth. Become someone else’s enthusiastic bike geek.
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Current conditions: Churning off Mexico’s west coast, Tropical Storm Vance is strengthening into the 11th major hurricane to hit the eastern Pacific this year • A magnitude 7 earthquake that struck a remote corner of northeast Tibet killed at least 18 people and injured dozens more • A series of offshore storms in the Atlantic are hammering the East Coast with dangerous swells.
President Donald Trump issued a proclamation Thursday declaring that imported wind turbines and their parts “threaten to impair the national security of the United States,” affirming the findings of an investigation the Department of Commerce opened last summer. But the White House stopped short of imposing the tariffs the agency recommended. It’s tempting, of course, to interpret the White House’s decision to punt on tariffs as a concession to win Democratic votes in Congress for the bipartisan infrastructure deal. In keeping with Trump’s famously chaotic negotiating style, the Department of Justice in the past week reopened permitting decisions on two major offshore wind farms while the Pentagon advanced two of the droves of onshore wind projects amid the bureaucratic blockade that has stymied the sector for months.
But a source with direct knowledge of the White House’s thinking told me Trump made his proclamation Thursday to meet a statutory 90-day deadline between the release of the Commerce Department’s findings in its Section 232 investigation. If Trump failed to acknowledge the conclusions of the probe within that three-month notice period, the source said, the president would lose the legal right to act on the findings. Instead, the proclamation represents what the source called “the minimum viable product” to maintain the option to impose tariffs based on the Commerce Department investigation at a later date. Trump followed a similar approach in July, when he declined to impose tariffs on imported aircraft parts despite the threat the administration warned the foreign dependence posed.

Chinese turbine companies already dominate the global wind industry. But as firms such as Goldwind and Mingyang Smart Energy make a push into the European market, where countries are increasingly building out turbines to ease demand for fossil fuels, Beijing is ordering its Chinese companies to stick to Chinese-made parts. Until now, Chinese turbine companies relied on components made in Europe and elsewhere. But an investigation published this week by Poland’s state-backed Ośrodek Studiów Wschodnich found that Chinese utilities are racing to replace foreign technology with domestic alternatives in hundreds of operating wind farms. The Warsaw-based think tank, known in English by the acronym OSW or as the Centre for Eastern Studies, analyzed 1,686 wind-sector procurement documents issued by Chinese utilities and their subsidiaries, “and found 293 that call for foreign technology to be replaced with Chinese alternatives, or impose domestic-localization requirements on new installations.” Of these, 251 covered replacements for wind farms that are currently online, and 42 imposed domestic requirements on new installations. That “localization drive,” OSW noted, includes grid equipment, solar panels, batteries, and coal-fired power plants.
The localization drive doesn’t stem from any one government mandate, “It works through a collection of opaque administrative measures, which is why procurement records are the place to uncover it,” OSW wrote. “But those records sit on fragmented platforms and older notices are often deleted, so what follows is the visible portion of something likely larger. Wind is also one area among many.” So, why focus on wind? “Europe has not yet decided how to treat Chinese suppliers in this sector,” the organization argued. “Chinese manufacturers are just beginning to establish a presence in the European market, while Europe is actively debating the conditions that should apply to their access. China’s treatment of foreign suppliers therefore has direct relevance for European debates over the future of the economic and trade relationship.” While Poland is internally divided in a culture war that many Americans would find recognizable, the country has long found unity in its skepticism of Europe’s embrace of Russian gas throughout the opening decades of this century. That proved to be keen foresight, as we all learned when Russian tanks rolled into Ukraine in 2022. So when a country that’s rapidly building out wind power both on and offshore raises concern over Beijing’s grip over a supply chain, it’s worth paying attention.
Last year, the Department of Energy and the Department of Defense established new programs to help startups developing novel nuclear reactors build prototypes and run tests, with several companies splitting atoms for the first time earlier this year. Now the data collected from those trial runs can count on the companies’ formal applications for commercial licenses. On Thursday, the Nuclear Regulatory Commission finalized a rule allowing reactor developers who took part in those programs to apply their results, saving potentially millions of dollars by avoiding steps already approved by other federal experts. While the rule amends two of the main licensing pathways for reactors — known as Parts 50 and 53 — to allow information gathered at the Energy Department and the Pentagon to count, companies must “still demonstrate compliance with NRC requirements” and point out the differences between the demonstration project and a proposed commercial plant. Describing it as an “expedited path” for alumni of the other agencies’ programs, NRC Chairman Ho Nieh said “high-quality applications showing how DOE and DOW results apply to NRC requirements will help us review them more efficiently.” The move is part of a shift at the NRC that began before Trump returned to office. Former President Joe Biden signed the ADVANCE Act into law in 2024, explicitly directing the NRC to broaden its mission to include weighing both the risk of building nuclear reactors and not constructing them. Trump accelerated the change with executive orders calling on the NRC to speed up approvals for new reactors. He also tightened his control over the agency by successfully challenging the traditional interpretation of the agency’s independence to mean that presidents can appoint new commissioners but not fire existing ones in the middle of their terms.
Finland, meanwhile, just permitted the world’s first permanent repository for nuclear waste. I visited the facility in western Finland, known as Onkalo, back in 2022. Dug more than 1,300 feet into the bedrock that geologists say hasn’t moved in billions of years, the site has already inspired Sweden and Canada to pursue similar projects. The U.S., on the other hand, is moving away from its long stalled plan to bury nuclear waste in Nevada’s Yucca Mountain. Instead, it’s embracing technology to reprocess spent fuel into fresh fuel. That isn’t to say there aren’t some key links between nuclear industries on opposite sides of the Atlantic. A subsidiary of Canada’s Ontario Power Generation, the state-owned utility in the country’s most populous province that’s building the first small modular reactor in North America, just inked a deal to develop that same technology in the United Kingdom, World Nuclear News reported. All good news for Arnold Schwarzenegger. The former California governor and clean energy advocate told the Financial Times on Thursday that he wants more nuclear power to “terminate pollution.”
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Copper is hitting record highs as the U.S. stockpiles the metal and Chile’s mine output contracts. Aluminum is dealing with the shock of the Iran War shutting down a key smelter. Nickel is facing new export restrictions from Indonesia, the world’s top supplier. The lithium shortage is driving demand for hundreds of billions in new investment. That’s the backdrop of the global mineral market right as the artificial intelligence boom is adding new demand, according to a report the consultancy Wood Mackenzie published Thursday. “Data centers represent an economy-wide power infrastructure challenge, but the bigger story is the collision between accelerating demand and increasingly complex supply delivery,” Lindsay Grant, Wood Mackenzie’s vice president of metals and mining research, said in the report. “High prices should trigger investment, yet project sanctioning remains below expectations. Without faster approvals and investment commitments, the industry cannot deliver the mine supply needed to support future growth.”

Market chaos is driving long- and short-term shortages abound. U.S. refineries are working overtime to meet soaring gas prices. The facilities averaged more than 95% of capacity from May to September, the highest output for those months since 1998, according to an analysis the U.S. Energy Information Administration published Thursday. During a speech in Iowa on Thursday night, Trump said he would direct $150 million in Defense Production Act money toward beefing up refineries further.
The Commerce Department is investing $175 million into the fusion startup Helion. The company — which the Financial Times described as a “speculative” venture backed by Josh Kushner, the brother of Trump’s son-in-law; conservative tech billionaire Peter Thiel; and OpenAI founder Sam Altman — will receive the funding from a pool of money the agency had leftover from the CHIPS Act. In exchange, the U.S. government will take an equivalent non-voting equity stake. The deal marks the Commerce Department’s largest commitment yet to a single company in the sector.
The Israeli government, meanwhile, is looking to ramp up its investments into fusion. On Thursday, Israel’s Ministry of Energy and Infrastructure published what The Jerusalem Post described as a strategic report detailing the opportunity to invest now in a fusion market that could be worth hundreds of billions of dollars in the coming decades. Israel has long eschewed fission energy, as establishing a traditional civilian nuclear program would invite the International Atomic Energy Agency’s scrutiny of the country’s nuclear weapons arsenal, which Jerusalem has long refused to confirm. But the decision by U.S. regulators to treat fusion reactors like research and medical reactors rather than fission power plants could set the stage for laxer global oversight of the technology in the future.
With war tragically raging on between Israel and the Iran-backed Hezbollah militia in Lebanon’s south, financing utility-scale solar and wind projects has proven difficult. The first large solar farm is poised to begin construction before the end of the year. But Lebanon’s small-scale distributed solar is booming. In 2020, Renewables Now reported, the country had less than 100 megawatts of peak solar generating capacity installed. Now that figure has risen to 1.5 gigawatts, the Lebanese Center for Energy Conservation told the trade publication. Even before the war, Lebanon’s grid repeatedly failed, spurring Lebanese to install more rooftop solar panels and batteries to keep the lights on.
Jason Fenske loved his Lucid. Or at least, the idea of it.
Fenske is the proprietor of the influential Engineering Explained channel on YouTube, which digs into the mechanical minutiae of both combustion and electric vehicles. While he regularly test-drives all sorts of cars, Fenske last year bought himself a Lucid Air, the big, beautiful sedan from the California EV startup.
The choice was no surprise. Fenske called the Air “one of the most impressive feats of engineering in the automotive world.” Technologically, it is indeed a car without compromise. Despite delivering 600-plus horsepower and a 0-60 mph time of barely more than 3 seconds, it was also the most efficient car in America, a fact that helped push its driving range above 400 miles per charge. But after a year of Fenske’s Air struggling with seemingly incurable software glitches, the company bought back his car and gave him a long-term loan of the Gravity, its new electric SUV. When that, too, suffered software bugs, he finally moved on to a Ford.
The episode encapsulates what has been a trying time for the automaker. Alongside Tesla and Rivian, Lucid looked to be the third successful EV startup to spring out of California. Tesla, once it overcame the trials of “manufacturing hell” to produce the Model 3 and Model Y, seized control of the American EV market and has yet to let go. Rivian, buoyed through the bad years by investments from the likes of Volkswagen and Amazon, appears poised to reach a sustainable future now that the more affordable R2 is out and thriving. Lucid, though, is stuck in an earlier stage in startup evolution — reportedly burning through cash as it struggles with both the software side of its vehicles and with the state of the U.S. EV market. The mood grew so grim this summer that the company announced a full operational reset to try to restore investor confidence, which included CEO Peter Rawlinson, formerly the man in charge of the Tesla Model S, stepping down.
Things started off much more promising in 2021, when the Air established Lucid as the efficiency nerd’s EV. Today, the rear-wheel-drive version gets the equivalent of 146 miles per gallon — tops in the U.S., and good enough for the Air to get 420 miles of range. The most expensive Air, with a supersized battery to match, delivers an eye-popping figure of 512 miles.
The obvious next step for the American market is to build an SUV, which Lucid has done with the Gravity. We tested it this past weekend in a seven-seat configuration, ferrying five people and three dogs up to Oak Glen, California, the mountain town of apple orchards and pumpkin patches where Angelenos come to cosplay autumn. (Bibi, one of the four-legged passengers who doesn’t care for cars, loved the Lucid). Despite its length, which gives it the proportions of a svelte minivan, the Gravity’s ample power makes it drive like a lighter vehicle. And despite its size, the Lucid’s efficiency obsession gives the car 400-plus miles of range, allowing us to drive a three-hour round trip and still have half the battery capacity left over. I can’t tell you how luxurious that feels compared to everyday life in a standard-range Tesla Model 3.
Inside, the Gravity is truly deluxe and inviting. Where Tesla embraced a fully minimalist interior and Rivian projects more of an REI, gentrified outdoorsy aesthetic, Lucid tilts more toward being the electric black car. The sprawling curved screen across the dashboard and secondary large touchscreen in the central console, combined with the elegant approach to its UI, is just so much more sophisticated than what you’d see in a legacy carmaker’s EV.
The setup offers a refined way to use all the car’s basic functions like climate, music, and navigation, as well as search for charging stations and view all of the car’s energy and efficiency stats. The array of settings and options allows an EV enthusiast to tweak a thousand things about their car. Take charge planning on road trips, a sore spot I often gripe about: In the Lucid, a bevy of options lets you select and deselect whichever charging networks you want, tell the computer whether to prioritize total time versus number of charging stops, and lots more. Then there are the premium extras meant to justify the Gravity’s price, which starts at $80,000 and rises from there. Wellness and relaxation programs can take over the digital displays and lighting, transforming the cabin into a little spa on wheels for as long as you’d like. The car simply feels like Silicon Valley affluence.
Within that user experience lies the problem, though. Lucid’s EVs are unquestionably mechanically excellent. But in the age of the software-defined car, all the software has to be excellent, too. Fenske’s Air wasn’t the only Lucid beset by bugs. This is an unavoidable fact of life in the 21st century — Tesla and Rivian have certainly had their share — but Lucid appears to have struggled more to cleanse them. Even my test unit would erroneously flash a momentary warning while I was rolling down the freeway (close latch before driving!) that disappeared just as quickly. It made no real difference to the driving experience, yet it’s one of those tiny glitches that saps one’s confidence in a car whose software is also responsible for keeping you safe.
Set aside software woes, and the timeline is troublesome for Lucid, too. Tesla established a pattern for EV startups: it built the very expensive Model S and X first, making just enough revenue from those pricey halo cars to survive until it could build the more affordable Model 3 and Y and generate a reliable revenue stream. Rivian took a similar path, selling R1 pickups and SUVs that cost $70,000, and sometimes much more, before introducing the R2 this year. Lucid’s smaller and cheaper EVs would be called the Cosmos and Earth, but we’ve yet to see those vehicles, and they won’t arrive until at least next year. When they do show up, they’ll have to compete with an improving set of luxury EVsfrom the likes of BMW and Mercedes-Benz.
Once those $50,000 Lucids exist, far more drivers will be exposed to all the things that the brand does right. And maybe — as long as there’s enough investment cash to get there — that will establish Lucid as a brand that is here to stay. Until then, the sticker price of these dream machines means that Lucid is competing in a small slice of an already small market, since not even a year of expensive gas has been enough to tip Americans toward EVs for good.
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My colleague Emily Pontecorvo has a fascinating story today about Net Power, an energy and power development company whose technology once seemed key to decarbonizing the country’s electricity grid.
When Net Power went public in 2023, it was working on a natural gas-burning power plant that would generate little to no emissions in part by using carbon capture and storage. Its invention seemed to have big implications, and not just for the company’s bottom line: Back then, the Environmental Protection Agency was drafting climate rules that would have required new natural gas plants built in the 2030s to capture their carbon dioxide emissions. Net Power’s technology seemed like one of the best available ways to meet that standard.
Cut to 2026, and the world looks different. Thanks to the artificial intelligence boom, electricity demand is surging. But Net Power hasn’t successfully commercialized its proprietary power plant technology. Even if it had, few companies are willing to pay the high premium required by Net Power’s technology, especially when cheaper options are available. And the government certainly isn’t going to require it. Emily’s story reveals what happened next.
When I helped start Heatmap more than three years ago, I never thought I would write this much about data centers. I believed that electricity demand growth was inevitable, sure, and I thought the U.S. power grid had to expand for the country to decarbonize. But I didn’t foresee such a staggering near-term surge in electricity demand. (To be fair, even long-time students of the computing industry’s energy use didn’t see the coming increase, either.)
What I didn’t anticipate — or understand — were two fast-moving trends. The first was that the AI models were responding to scale: the more text or images they consumed, or training they received, or (crucially) computational power they had access to, the better they got. The second was that Wall Street was happy to pay to continue that speedy scale-up. As long as models kept getting better, investors were willing to keep lending or investing more money to the companies making them. Through the power of those two scaling functions, the data center boom became one of the biggest infrastructure buildouts in American history.
In recent days, the second of those trends has started to falter. After a surprisingly hot inflation report last week, and a disclosure on Wednesday evening that Meta has gone free cash flow negative to finance its ongoing AI buildout, stocks with any proximity to AI or data centers stumbled on Wall Street today. The data center developer Coreweave and independent power producer Vistra were each down about 10%, while Microsoft, Alphabet, and Nvidia all fell in daily trading. Meta’s stock lost almost 7% of its value; GE Vernova, which produces gas turbines, was down 10%.
These declines look more significant when you zoom out. Since late June, a good chunk of the AI portfolio has sagged into the red. Coreweave’s stock is down 54% over the past six months. Alphabet and GE Vernova have also posted declines since the summer. (The trend isn’t uniform: Nvidia and Microsoft are still very much in the green.)
None of this, to be sure, guarantees that the AI boom is ending or even slowing down. But this finance-applied friction is what such a slowdown could look like. Investors aren’t (yet) saying that AI is a business dud, to be clear, just that companies perhaps don’t need to go and construct all this stuff so fast. And given what the data center buildout has meant for energy construction — not to mention greenhouse gas emissions — that’s a trend nobody in climate or energy can ignore.
Editor’s note: This article originally misstated Vistra’s core business. It has been corrected. We regret the error.