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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: Temperatures as low as 30 degrees Fahrenheit below average are expected to persist for at least another week throughout the Northeast, including in New York City • Midsummer heat is driving temperatures up near 100 degrees in Paraguay • Antarctica is facing intense katabatic winds that pull cold air from high altitudes to lower ones.

The United States has, once again, exited the Paris Agreement, the first global carbon-cutting pact to include the world’s two top emitters. President Donald Trump initiated the withdrawal on his first day back in office last year — unlike the last time Trump quit the Paris accords, after a prolonged will-he-won’t-he game in 2017. That process took three years to complete, allowing newly installed President Joe Biden to rejoin in 2021 after just a brief lapse. This time, the process took only a year to wrap up, meaning the U.S. will remain outside the pact for years at least. “Trump is making unilateral decisions to remove the United States from any meaningful global climate action,” Katie Harris, the vice president of federal affairs at the union-affiliated BlueGreen Alliance, said in a statement. “His personal vendetta against clean energy and climate action will hurt workers and our environment.” Now, as Heatmap’s Katie Brigham wrote last year, at “all Paris-related meetings (which comprise much of the conference), the U.S. would have to attend as an ‘observer’ with no decision-making power, the same category as lobbyists.”
America has not yet completed its withdrawal from the United Nations Framework Convention on Climate Change, the overarching group through which the Paris Agreement was negotiated, which Trump initiated this month. That won’t be final until next year. That Trump is even planning to quit the body shows how much more aggressive the administration’s approach to climate policy is this time around. Trump remained within the UNFCCC during his first term, preferring to stay engaged in negotiations even after quitting the Paris Agreement.
Just weeks after a federal judge struck down the Trump administration’s stop work order on the Revolution Wind project off Rhode Island’s shores, another federal judge has overturned the order halting construction on the Vineyard Wind project off Massachusetts. That, as Heatmap’s Emily Pontecorvo wrote last night, “makes four offshore wind farms that have now won preliminary injunctions against Trump’s freeze on the industry.” Besides Revolution Wind, Dominion Energy’s Coastal Virginia offshore wind project and Equinor’s Empire Wind plant off Long Island have each prevailed in their challenges to the administration’s blanket order to abandon construction on dubious national security grounds.
Meanwhile, the White House is potentially starving another major infrastructure project of funding. The Gateway rail project to build a new tunnel under the Hudson River between New Jersey and New York City could run out of money and halt construction by the end of next week, the project manager warned Tuesday. Washington had promised billions to get the project done, but the money stopped flowing in October during the government shutdown. Officials at the Department of Transportation said the funding would remain suspended until, as The New York Times reported, the project’s contracts could be reviewed for compliance with new rules about businesses owned by women and minorities.
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A new transmission line connecting New England’s power-starved and gas-addicted grid to Quebec’s carbon-free hydroelectric system just came online this month. But electricity abruptly stopped flowing onto the New England Clean Energy Connect as the Canadian province’s state-owned utility, Hydro-Quebec, withheld power to meet skyrocketing demand at home amid the Arctic chill. Power plant owners in New England and New York, where Hydro-Quebec is building another line down the Hudson River to connect to New York City, complained that deals with the utility focused on maintaining supplies during the summer, when air conditioning traditionally surges power to peak demand. Hydro-Quebec restored power to the line on Monday.
The storm represented a force majeure event. If it hadn’t, the utility would have needed to pay penalties. But the incident is sure to fuel more criticism from power plant owners, most of which are fossil fueled, who oppose increased competition from the Quebecois. “I hate to say it, but a lot of the issues and concerns that we have been talking about for years have played out this weekend,” Dan Dolan — who leads the New England Power Generators Association, a trade group representing power plant owners — told E&E News. “This is a very expensive contract for a product that predominantly comes in non-stressed periods in the winter,” he said.
Europe has signed what the European Commission president Urusula von der Leyen called “the mother of all deals” with India, “a free trade zone of 2 billion people.” As part of the deal, the world’s second-largest market and the most populous nation plan to ramp up exports of steel, plastics, chemicals, and pharmaceuticals. But don’t expect Brussels to give New Delhi a break on its growing share of the global emissions. The EU’s carbon border adjustment mechanism — the first major tariff in the world based on the carbon intensity of imports — just took effect this month, and will remain intact for Indian goods, Reuters reported.
The Department of the Interior has ordered staff at the National Park Service to remove or edit signs and other informational materials in at least 17 parks out West to scrub mentions of climate change or hardship inflicted by settlers on Native Americans. The effort comes as part of what The Washington Post called a renewed push to implement Trump’s executive order on “restoring truth and sanity to American history.” Park staff have interpreted those orders, the newspaper reported, to mean eliminating any reference to historic racism, sexism, LGBTQ rights, and climate change. Just last week, officials removed an exhibit at Independence National Historical Park on George Washington’s ownership of slaves.
Tesla is going trucking. The electric automaker inked a deal Tuesday with Pilot Travel Centers, the nation’s largest operator of highway pit stops, to install Tesla’s Semi Chargers for heavy-duty electric vehicle charging. The stations are set to be built at select Pilot locations along Interstate 5, Interstate 10, and several other major corridors where heavy-duty charging is highest. The first sites are scheduled to open this summer.
Rob talks with McMaster University engineering professor Greig Mordue, then checks in with Heatmap contributor Andrew Moseman on the EVs to watch out for.
It’s been a huge few weeks for the electric vehicle industry — at least in North America.
After a major trade deal, Canada is set to import tens of thousands of new electric vehicles from China every year, and it could soon invite a Chinese automaker to build a domestic factory. General Motors has also already killed the Chevrolet Bolt, one of the most anticipated EV releases of 2026.
How big a deal is the China-Canada EV trade deal, really? Will we see BYD and Xiaomi cars in Toronto and Vancouver (and Detroit and Seattle) any time soon — or is the trade deal better for Western brands like Volkswagen or Tesla which have Chinese factories but a Canadian presence? On this week’s Shift Key, Rob talks to Greig Mordue, a former Toyota executive who is now an engineering professor at McMaster University in Hamilton, Ontario, about how the deal could shake out. Then he chats with Heatmap contributor Andrew Moseman about why the Bolt died — and the most exciting EVs we could see in 2026 anyway.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: Over the weekend there was a new tariff threat from President Trump — he seems to like to do this on Saturday when there are no futures markets open — a new tariff threat on Canada. It is kind of interesting because he initially said that he thought if Canada could make a deal with China, they should, and he thought that was good. Then over the weekend, he said that it was actually bad that Canada had made some free trade, quote-unquote, deal with China.
Do you think that these tariff threats will affect any Carney actions going forward? Is this already priced in, slash is this exactly why Carney has reached out to China in the first place?
Greig Mordue: I think it all comes under the headline of “deep sigh,” and we’ll see where this goes. But for the first 12 months of the U.S. administration, and the threat of tariffs, and the pullback, and the new threat, and this going forward, the public policy or industrial policy response from the government of Canada and the province of Ontario, where automobiles are built in this country, was to tread lightly. And tread lightly, generally means do nothing, and by doing nothing stop the challenges.
And so doing nothing led to Stellantis shutting down an assembly plant in Brampton, Ontario; General Motors shutting an assembly plant in Ingersoll, Ontario; General Motors reducing a three-shift operation in Oshawa, Ontario to two shifts; and Ford ragging the puck — Canadian term — on the launch of a new product in their Oakville, Ontario plant. So doing nothing didn’t really help Canada from a public policy perspective.
So they’re moving forward on two fronts: One is the resetting of relationships with China and the hope of some production from Chinese manufacturers. And two, the promise of automotive industrial policy in February, or at some point this spring. So we’ll see where that goes — and that may cause some more restless nights from the U.S. administration. We’ll see.
Mentioned:
Canada’s new "strategic partnership” with China
The Chevy Bolt Is Already Dead. Again.
The EVs Everyone Will Be Talking About in 2026
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Music for Shift Key is by Adam Kromelow.
A federal judge in Massachusetts ruled that construction on Vineyard Wind could proceed.
The Vineyard Wind offshore wind project can continue construction while the company’s lawsuit challenging the Trump administration’s stop work order proceeds, judge Brian E. Murphy for the District of Massachusetts ruled on Tuesday.
That makes four offshore wind farms that have now won preliminary injunctions against Trump’s freeze on the industry. Dominion Energy’s Coastal Virginia offshore wind project, Orsted’s Revolution Wind off the coast of New England, and Equinor’s Empire Wind near Long Island, New York, have all been allowed to proceed with construction while their individual legal challenges to the stop work order play out.
The Department of the Interior attempted to pause all offshore wind construction in December, citing unspecified “national security risks identified by the Department of War.” The risks are apparently detailed in a classified report, and have been shared neither with the public nor with the offshore wind companies.
Vineyard Wind, a joint development between Avangrid Renewables and Copenhagen Infrastructure Partners, has been under construction since 2021, and is already 95% built. More than that, it’s sending power to Massachusetts customers, and will produce enough electricity to power up to 400,000 homes once it’s complete.
In court filings, the developer argued it was urgent the stop work order be lifted, as it would lose access to a key construction boat required to complete the project on March 31. The company is in the process of replacing defective blades on its last handful of turbines — a defect that was discovered after one of the blades broke in 2024, scattering shards of fiberglass into the ocean. Leaving those turbine towers standing without being able to install new blades created a safety hazard, the company said.
“If construction is not completed by that date, the partially completed wind turbines will be left in an unsafe condition and Vineyard Wind will incur a series of financial consequences that it likely could not survive,” the company wrote. The Trump administration submitted a reply denying there was any risk.
The only remaining wind farm still affected by the December pause on construction is Sunrise Wind, a 924-megawatt project being developed by Orsted and set to deliver power to New York State. A hearing for an injunction on that order is scheduled for February 2.