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Whatever your motivation for buying an electric vehicle, here’s the thing: The first day you own one, you’re going to love it.
Forget the fears that come with a new technology, the negativity that stems from the politicization of EVs ownership, or the dead-and-buried stereotype that EVs are slow and boring rides for greenies only. Electric cars are zippy and fun because, unlike gas cars, they can produce a ton of torque from a resting stop. After a lifetime of listening to a car rattle and roar, I can say from experience that you’ll find driving in electric silence to be a revelation. An EV owner wakes up every morning with the equivalent of a full tank of gas because their home is their gas station.
Want a piece of this bliss? If so, then read on.
Brian Moody, an executive editor at Cox Automotive (which owns Kelly Blue Book) and an author specializing in transportation, automotive, and electric cars.
Joseph Yoon, consumer insights analyst for the automotive agency Edmunds.
Loren McDonald, CEO of EVAdoption, which provides data analysis and insights about the electrification of the car industry.
“That’s who the PHEV is for,” Moody told me. “You can do your errands around town with 30 to 40 miles, and when the battery runs out, you just keep driving.”
Ask nearly any EV expert and you’ll hear the same thing: “People don’t drive nearly as far as they think they do,” Moody said. Most of us put the vast majority of miles on our cars within a few dozen miles of our homes, running kids around town or driving to work. You’ll use up a small amount of your battery by the time you get home, plug in, and wake up the next day fully charged. Road trips may seem daunting to the uninitiated, but the interstates are now lined with fast-chargers and the number of them is growing quickly.
Building an EV generates more carbon emissions than building a gas car, a difference that’s due to mining and creating materials for the battery. But that’s just manufacturing a vehicle; once it’s built, it has a decade or two of driving ahead of it. A combustion car constantly spews carbon as it burns fossil fuels, which dwarfs the amount it takes to make an EV. Don’t forget: An electric car gets greener as the grid gets greener. The more clean energy is added to the world’s electrical supply, the better EVs get in comparison to gas cars. You’d need to live in a state with an especially dirty energy grid, such as Wyoming or West Virginia, for an EV not to be a much better option than driving around on gasoline. Furthermore, McDonald said, you can forget the propaganda that suggests EV batteries wind up stacked in a landfill somewhere when the cars meet their end. A growing number of companies are ready to recycle EV batteries and retrieve the precious metals therein, while it’s likely that lots of batteries will find a second life in applications such as grid storage.
It’s true that price has long been one of the biggest barriers to EV adoption. Even though tax incentives — together with savings on fuel and maintenance — make many electrics cost-competitive with their gas counterparts in the long term, their high sticker price keeps many people away. But more electric models are beginning to creep down toward the cost of entry-level gasoline cars.
As with buying an old-fashioned gas-guzzler, going to the dealership to get an EV means dealing with pushy salespeople, confusing specs, and haggling over the price. The process can be doubly frustrating for the EV shopper given the relative unavailability of some electric models and reports of some car salespeople who know frustratingly little about the very EVs they hock.
If you live in a market where EVs have taken hold, like the San Francisco Bay Area, expect knowledgeable salespeople who can walk you through the EV buying process. If you live someplace where few electrics are sold, then the experience may be hit-or-miss. Do your own research, and prepare to be your own advocate.
For a long time, things were simple: If you bought an electric vehicle, then you could take a $7,500 credit on your taxes for that year. But things have gotten murkier in the past year or two — in a bid to protect domestic manufacturing, Congress passed new rules stating that a certain amount of the car and its components had to be made in the U.S. to qualify, leaving a confusing, shifting picture of which EVs qualify and which don’t. (To wit: Many Teslas qualify, Hyundais and Kias don’t, while Rivians receive only half the credit because they’re so expensive.) The upside of the changed rules is that buyers are now allowed to get tax credits on leasing an EV, or to receive the credit as an up-front discount on their new EV. Many states have generous incentives, too. Washington, for example, will give up to $9,000 in rebates for buying an EV. “There are enormous discounts on basically every EV on the market, even before we count the $7,500 with the federal tax credit,” Yoon told me.
Before you take the plunge, take a moment and really think about how you drive — because lots of people overestimate what they need. Maybe even keep notes and check your mileage every day for a week or two to find out how much you really use the car versus how much you think you do. If you find that you could get around town on a few dozen miles of charge but road trip every other weekend, then you might consider a plug-in hybrid. If you’ve already got a gas car or hybrid to handle longer trips and are shopping for a second vehicle, there’s no reason not to go for an EV, assuming you can afford one. If you just need basic transportation to take you a few miles to work, hate the idea of ever buying gas again, and want to spend as little as possible … maybe you should get an e-bike.
A refresher: When you buy a car, you typically put a downpayment on the vehicle, and then borrow enough money from the bank to pay off the rest of its price (plus interest and sales tax) in monthly payments over the course of four, five, or even more years. Leasing is like renting an apartment. You put down a deposit and then pay monthly over the course of the lease, typically three years. But like your rent, those payments don't go toward owning the car. At the end of the lease, you give it back. With EVs especially, there are some serious advantages and drawbacks to each approach you should keep in mind.
If you live in a century-old house that would need to have significant rewiring done to accommodate an EV charger, then installing a Level 2 charger might be too expensive, so you might want to stick to a plug-in hybrid. (Again, more on charging below.) Does your office have a charger? If you live in an apartment, does the parking lot have chargers?
“How you refuel your EV is similar to how you charge your smartphone — you do it either throughout the day or at night before you go to bed. You plug in, you wake up, and it's full,” McDonald said.
“The first thing I tell people? You should probably get a Tesla,” Moody told me. Still, Elon Musk’s electric car company isn’t the darling it once was. Tesla has squandered a huge lead in the EV market by focusing on vanity projects like the Cybertruck and lost a chunk of public goodwill through Musk’s misadventures in politics and social media. But the company still has an ace up its sleeve with the Supercharger network, which is better and more reliable than the competition. This will change in the coming years, as the other automakers have adopted Tesla’s plug and their future cars will be able to use Superchargers. But for now, it’s a major advantage that makes owning a Tesla a lot less stressful than trying to get by with a competitor’s EV, especially if you make road trips. For this reason, Tesla’s Model Y — the best-selling car in the world in 2023, and the best-selling EV in America — remains a compelling choice for anyone who wants an EV to be their only car and have it go nearly anywhere.
Don’t want Musk to get your money? Fret not. EV offerings from legacy car companies and new automakers are leaps and bounds better than they were five years ago when Tesla took over the industry. Hyundai and its subsidiary Kia, in particular, have outpaced other carmakers in offering fun and practical EVs. The new Kia EV9 is the best choice for buyers who want a true EV with three rows so they can accommodate six or seven passengers, and it’s a sleek-looking vehicle for its size. Its $57,000 starting price is not cheap, but it’s probably the best deal you can get for a true three-row electric vehicle right now.
The Ioniq 5 is a quirky mashup of a crossover and a hatchback. It’s got enough space to be practical as a family vehicle, but its dimensions aren’t quite like anything else on the market. In the EV-laden part of Los Angeles where I live, it’s the most common non-Tesla electric I come across.
Introduced in 2021, the F-150 Lightning’s game-changing feature is two-way, or “bidirectional,” charging — you can plug into your house and use the energy stored in the truck’s battery to back up your home’s power supply in case of a blackout. Chevy is following suit by putting this tech into the Silverado EV. But even if you’re just driving and not powering your home, the Lightning is impressive — its standard battery produces 452 horsepower, but that number can climb to 580 on more expensive versions, and both offer a ton of torque.
Today’s Rivians are luxury lifestyle vehicles, but they offer a lot for all that cash. The R1 vehicles are spacious and well-appointed on the interior while offering lots of power and range for the off-road lifestyle the brand projects — the high-end version of the SUV gets 410 miles of range with 665 horsepower. Other excellent luxury EVs at the top end of the market include the Lucid Air and Mercedes EQS, but the Air has the space limitations of a sedan (though it is a large one) and the Benz is likely to cost more than $100,000. Rivians are pricey, but they’re not that pricey.
The people’s affordable EV champion, the Chevy Bolt, got the ax last year, but GM has promised to bring it back for people who want a smallish EV that doesn’t cost a fortune. In the meantime, the “SE” version of the Hyundai Kona EV, a small SUV, starts around $36,000 and gets 261 miles of range. (There’s an even cheaper version with 200 miles of range, but trust me: Don’t buy any new EV with less than 250 miles of range — e.g. the Nissan Leaf, Fiat 500, Mini Cooper, or Subaru Solterra — unless you really, really like it.) Chevy finally electrified its huge-selling SUV and rolled out the Equinox EV; while it starts at $41,000 now, GM promises a $35,000 version soon to come.
There are a wide variety of PHEVs that are worth a look, but an especially compelling option is the Toyota Prius Prime. The entire Prius family of hybrids and plug-in hybrids just got a facelift for 2023 that is miles ahead of the frumpy, aging look the car previously had. And where the previous Prius Prime was limited to a puny 25 miles of electric range, today’s will do 44 — enough for lots of people to do their daily city driving without burning any gas.
Some vocabulary to get you started:
Since charging at home is the make-or-break feature that will make your electrified life more convenient than your gas-burning days, your first order of business is getting a Level 2 charger installed. You’re going to need an electrician for this one, since it requires stepping up the voltage (and might require installing a new breaker panel or running new wiring, depending upon your home). Be sure to get multiple quotes so you can compare work estimates and prices.
“When you buy from an EV dealer or Tesla or whomever, they might refer you to an electrician or an installer. There are companies that have services and websites where they do all the work for you. You plug in your address and information, and they'll recommend and refer you to an installer,” McDonald said.
How much this’ll cost you varies by where you live and how much work it’ll take to set up your home, but the national average is $1,200 to $1,500, McDonald says. The exception could be older houses that were not set up for anything close to the electrical load it takes to charge a car, so if you own a hundred-year-old home in New England with lots of original wiring, you might be in for a shock. Don’t forget, however, that lots of incentives are available for setting up EV infrastructure at your home. You might be eligible for a tax credit equal to 30 percent of the cost up to $1,000.
As far as charging away from home? Most EVs automatically show nearby charging stations on their touchscreen navigation systems and will route you to the necessary stops along a long drive. Teslas will even show you how many stalls are available at a given Supercharger and how many other cars are en route. As an EV driver, you’ll get to know the fast-chargers in your neighborhood and along your familiar highways, but you’ll also get to know sites like Plugshare that will display every charger of every speed and every plug throughout that country — invaluable for planning a journey.
As you get comfortable with your own driving habits, you’ll figure out whether you need to expand your choices by purchasing adapters or dongles that let your car charge at different kinds of plugs. For example, today’s non-Tesla EVs eventually will be able to charge at Tesla superchargers, but because they are still being built with the competing CCS standard, you’d need an adapter to allow today’s Ford Mustang Mach-E to use a Tesla plug. I have an adapter in my Tesla Model 3 to use the “J1772” plugs you find on the Level 2 charger at the grocery store, and I bought one for the NEMA 14-50 plugs common at an RV campsite — just in case I really get into trouble out there.
When a car brakes to slow down, energy is lost. But in an EV, some of it can be recaptured via regenerative braking, a system that captures the energy from waste heat and puts it back into the battery. This allows for an experience unavailable to the gasoline motorist called one-pedal driving: Take your foot off the accelerator and the car immediately slows itself down via the regenerative braking system. When I drive my Tesla Model 3, I only hit the brake pedal when I need to slow down in a big hurry; otherwise, I let off the accelerator and let the car coast to a stop. This system can add several miles of range back onto the battery if you’re coasting out of the mountains on a steep downgrade.
A word of warning: Many people don’t like regenerative braking, at least at first, because it feels jerky to have the car instantly slow itself down when you let off the accelerator. But trust me, you’ll get better and better at letting off the pedal slowly so you don’t make your passengers nauseous. It’s also possible in many vehicles to turn down the regen so it’s less aggressive.
For starters, think of all the car vocabulary you won’t need anymore. An EV’s power output can be measured in torque and horsepower, but say goodbye to combustion-specific vernacular like spark plugs, cylinders, pistons, or liters as a measure of engine size (unless you get a plug-in hybrid). No more mufflers, no exhaust or timing belts. An EV has no use for miles per gallon, though carmakers and the EPA try to measure an electric car’s efficiency in miles per gallon equivalent as a way to compare them with gas cars.
As the months and years go by, you’ll appreciate a number of differences in the EV owner’s lifestyle. Drivers needn’t bother with remembering the pesky oil change every 3,000 miles, nor with worrying about the lifespans of thousands of moving parts that come with internal combustion. (On the other hand, today’s EVs burn through tires faster than gas cars do because of their weight and their performance.)
There’s a lot more to learn, of course. Just remember: The first time you bypass the gas station — with its stinky fumes and pesky commercials screaming at you — to refuel your car in the comfort of your home, you’ll wonder why you waited so long.
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Where the company is trying to restart its electric car program from scratch
Two thousand miles from Detroit, just across the road from the runways of Long Beach Airport, the future of Ford is taking shape. What that shape is, however, the company isn’t quite ready to share yet.
Last week, the automaker invited some members of the car press inside the secret compound where Ford is developing its next battery-powered vehicle, an affordable midsize pickup truck due out next year. Although the actual appearance of that truck is a closely guarded secret, as is just about everything else about it, Ford wanted to show off its launchpad, the Electric Vehicle Development Center. The research and development campus, with its two white warehouses glimmering in the Southern California sun, is about more than one car. Inside, teams of engineers, coders, and designers are trying to reinvent how Ford makes vehicles in the hopes of turning around its fortunes in the electric era. As the company at large has canceled EV models and infrastructure and taken on billions of dollars in losses to transition some of its EV assets back to combustion, EVDC represents its one big chance to find a way forward in electric cars.
Ford knows it’s at an inflection point. The company’s first forays into making mainstream electric cars, such as the Mustang Mach-E and Ford F-150 Lightning, were quality vehicles that beat many established automotive rivals into the space. But Ford struggled to keep costs down and wound up losing billions as it tried to scale up an electric car business.
Something had to change. Last year, CEO Jim Farley said Ford would restart its electrification efforts through a skunkworks team, a small unit that would rethink how it builds EVs. “They're from all over the place,” Alan Clarke, the executive director of advanced EV development, said of the skunkworkers during our visit last week. “Some of them are from startup EV, some of them are from established EV. Many come from consumer electronics, startup aerospace companies, and you'll meet many of them today, but there's also many that have come from Ford. Many of them have waited decades for a moonshot like this.”
The group studied EV brands like Tesla and Rivian that simplified their electrical and computing architectures to strip miles of expensive wiring from their vehicles. They worked fast and leaned in a way meant to echo Silicon Valley more than Motor City. The result is the Universal EV platform that will underlie not only next year’s new truck, promised to start in the $30,000s, but also a variety of vehicles to come, creating manufacturing savings that will hopefully allow Ford to sell more affordable electric cars.
Even the California locale is no accident. It’s meant to call back to a time when the brand was the innovator, not the establishment , with the hope that the secret sauce of the past can propel Ford back into a race dominated by startups – and now by rivals like GM and Hyundai that beat Ford to the punch with better EV platforms. The facility itself is already 100 years old, built to expand production of the Ford Model A in the 1920s and 30s.
Inside, EVDC represents a full embrace of the frictionless workplace: no corner offices, just open rows of computers amid a makeshift garage brimming with 3D printers, spools of wiring, and racks of gear. Coders are a short stroll from the visual designers tinkering with clay models. Electrical engineers are around the corner from the “lab car,” a rectangular steel frame meant to suggest the general shape of a vehicle, with a complete mockup of the future car’s electrical system strung along the skeleton so that workers can test any part of it. This is about process; the closest thing to the shape of a car is a wooden one with test car seats inside, set up in the fabrication shop. The shepherds of our tour met any question about the specifics of the forthcoming truck with a quick you’ll find out next year, though a prototype dressed up in that zebra camouflage just happened to sneak by as we moved between building.
The point of all this is to innovate at speed, without the barriers inherent in the old-fashioned hierarchical struggle that governs an established business. Any idea that can make a car a little bit better, or cheaper, is welcome. It can come from something as simple as fabric on the seats. In the seating lab, Scott Anderson is using new algorithms to lay out the necessary shapes to be cut from a sheet of fabric with the least possible waste.
The more pressing concerns for an electric car lie in the battery, though, since that unit still makes up about 40% of the cost of an EV. On Ford’s campus, a chamber is coming together that will test cells under just about any climatic conditions, from about -40 degrees Fahrenheit to 150 degrees. Inside a thermal lab dedicated to battery development, engineers can build and test battery cells in the same location. As with every department at EVDC, the point is to be able to prototype, test, and move on to the next iteration within a couple of weeks rather than the months it might have taken before.
The lessons that emerge from Long Beach are meant to spread throughout the Ford ecosystem. For example, EVDC researchers are working on ways to build EVs from three modules that can be assembled separately and come together toward the end of the process. It’s a plan that’s meant to double as a life improvement for workers at the plant in Louisville, Kentucky, that will build Ford’s EV pickup truck — they can, for example, work on brake pedals while standing up rather than sitting awkwardly in the driver’s seat and reaching down to the footwell.
That is the eternal skunkworks challenge. It’s not enough to establish a small team charged to move fast and break things without the suits there to say no. Their innovations must really take root. Ford, at least, seems to understand the urgency at the very top. Farley, the CEO, has been especially vocal among industry bigwigs about the existential threat of cheap Chinese EVs, which lots of American drivers would buy if they could. EVDC will not magically allow Ford to compete at Chinese’s pricing level. But by restarting its EV program from scratch, Ford’s version of the Apollo program, it could follow a manufacturing path that’s competitive with the likes of Tesla and with the electric offerings of its longtime rivals. Compared to the status quo of losing billions every year on electrification, that would indeed be a giant leap.
Current conditions: Severe thunderstorms are drenching the American South from New Orleans to Virginia Beach • Mount Mayon has forced thousands to evacuate within the Philippines’ Bicol peninsula • Temperatures in Denver are poised to plunge from about 75 degrees Fahrenheit yesterday to 39 degrees today with a chance of snow.

The North American Electric Reliability Corporation, the quasi-governmental watchdog that monitors the health of the power grids that span the United States and Canada, has issued a rare Level 3 warning. The alert, announced Monday, marks only the third time NERC has put out a notice with that degree of severity in its 58-year history. The warning comes on the heels of reports that data centers abruptly went offline in Virginia and Texas, prompting concerns of potential blackouts. “Computational loads, such as data centers, could increase exponentially in the next four years,” NERC said in a draft of the alert, adding that “significant risks” to the power network “need to be addressed through immediate industry action.” Lee Shaver, a senior energy analyst at the Union of Concerned Scientists, told E&E News that NERC’s action was a “big deal.”
The California Energy Commission has issued an administrative investigative subpoena to Golden State Wind seeking documents and information related to the company’s recent deal with the U.S. Department of the Interior to take a payout in exchange for abandoning its offshore wind lease. Last week, the developer announced a deal to scrap its lease in the Morro Bay Wind Energy off the central California coast for $120 million as part of the Trump administration’s efforts to kill off an industry he failed to destroy through regulatory fiat alone. The facility was supposed to be California’s first offshore wind farm, and planned to use floating turbines to account for the steep continental shelf dropoff on the nation’s Pacific Coast. Now the administration’s latest “shady deal” is drawing scrutiny from state regulators. “The Trump Administration is recklessly spending billions of taxpayer dollars on backroom deals that would turn back the clock on innovation,” David Hochschild, the chairman of the California Energy Commission, said in a statement. “Californians deserve immediate answers about the nature of this payout. Taxpayer dollars should be used to build a sustainable energy future, not to pay to make projects disappear.”
Meanwhile, California’s grid operator has switched on a new regional electricity market as part of what E&E News called “a major milestone in the yearslong push to expand energy trading” across the American West. The California Independent System Operator launched its new Extended Day-Ahead Market early Friday morning, allowing California’s investor-owned utilities and the Northwestern giant PacifiCorp, whose coverage area spans two million customers across six states, to trade electricity on the regional market for the first time. “The West is rich with a diverse mix of renewable resources, and this market will capture their potential,” Michael Colvin, director of the California energy program at the Environmental Defense Fund, said in a statement. “Through better sharing of cheap, clean energy beyond state borders, the market will cut household bills, reduce reliance on expensive, polluting fossil plants and build a grid that's bigger than any single extreme weather event.”
For nearly as long as there have been nuclear power plants, there have been thorium bulls insisting the metal is a better fuel than uranium. In most places, the thorium dream faded long ago as ample new sources of uranium were discovered. But China revived the thorium race in 2023, when its experimental molten salt reactor powered by the metal split atoms for the first time. Now the only serious contender in the entire West looking to commercialize thorium is a Chicago-based company taking an unusual approach. Rather than creating a whole new kind of reactor to run on thorium, Clean Core Thorium Energy has designed fuel assemblies that blend thorium with a special kind of uranium fuel and work in existing reactors without any modifications. Clean Core’s technology only works, at least for now, in pressurized heavy water reactors, which make up the bulk of the fleets in Canada and India, though the U.S. has none in operation. But the key verb there is that: It works. On Tuesday, I can exclusively report for this newsletter, Clean Core plans to announce that its patented fuel completed a high burnup irradiation test at Idaho National Laboratory’s Advanced Test Reactor. The fuel burnup represented “more than eight times the typical” output from the traditional uranium fuel used in pressurized heavy water reactors. The latest test “provides meaningful performance data” and demonstrates that Clean Core’s fuel “achieve burnup levels comparable to those seen in PWR fuels while offering improved fuel utilization, enhanced safety characteristics, inherent proliferation resistance, and meaningful reductions in long-lived nuclear spent fuel radioisotopes,” Mehul Shah, Clean Core’s chief executive, told me in a statement. “Our objective has been to introduce thorium into the nuclear fuel cycle in a practical way using existing reactors, and this milestone represents a significant step toward that goal.”
It’s the latest good news for Clean Core. Last month, as I reported for Heatmap, the company inked a deal with the Canadian National Laboratories to manufacture its first commercial fuel assemblies.
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In July 2017, South Carolina abandoned its $9 billion expansion of the V.C. Summer Nuclear Station, leaving ratepayers holding the bag and utility executives facing prison time for lying about the project’s viability. Now the pair of Westinghouse AP1000s planned at the site are making a comeback. On Monday, Westinghouse-owner Brookfield Asset Management formed a new joint venture with The Nuclear Company, a reactor construction manager, to work together on building more Westinghouse reactors such as the AP1000 or the smaller version, the AP300. V.C. Summer is the likely first project. “Our team was built on the field of Vogtle and on some of the most complex energy projects in the world,” Joe Klecha, The Nuclear Company’s chief nuclear officer, said in a statement. “We know what it takes to deliver nuclear. What’s been missing is a model that brings together the people, the capabilities, and the capital to do it at speed and scale. That’s what this partnership creates.” The announcement comes as the Trump administration meets with utility executives to discuss funding deals to build the 10 new large-scale reactors President Donald Trump ordered the Department of Energy to facilitate construction on by 2029, as Heatmap’s Robinson Meyer reported. Completing 10 AP1000s would give the U.S. economy a trillion-dollar boost, per a PricewaterhouseCoopers report Westinghouse released in March.
That’s not the only nuclear developer making deals. On Tuesday morning, Blue Energy, another startup focused on serving as a project developer for existing reactor designs, announced a partnership with GE Vernova to work on building the world’s first gas-plus-nuclear plant in Texas. The 2.5-gigawatt project would include GE Vernova’s gas turbines and its BWRX-300 small modular reactors through its joint venture with Hitachi. “Innovative projects like this one will help advance the future of nuclear power and meet the surging demand for electricity,” Scott Strazik, GE Vernova’s chief executive, said in a statement.
Steel, if you’re unfamiliar, is made in two big steps. Traditionally, iron ore is melted down in a coal-fired blast furnace, then forged into steel in a basic oxygen furnace. New plants typically run on something called direct reduced iron, which uses natural gas to turn the ore into iron, then made into steel in an electric arc furnace. The latter process is far cleaner. It can even be green, if the natural gas is swapped for green hydrogen and the electric arc furnace is powered by renewables or nuclear reactors. Nearly 40% of all global clean steel investments to date are hydrogen-powered DRI facilities. That’s according to new data from the Rhodium Group, which released its latest estimates Tuesday. Another 57% of investments are gas-powered DRI plants. While Europe has so far dominated investment into hydrogen DRI, “the region will likely see relatively little demand growth for iron over the coming decades,” the report found. In the fastest growing regions, such as India, Africa, and South America, “most new demand is being met with traditional, fossil-based ironmaking technologies, which risks locking in emissions for decades.” The consultancy’s modeling shows that clean steel supply capacity is on track to exceed demand by between 1.8 and 4.3 times by 2030, “risking a collapse of the nascent industry, where existing projects cannot find buyers and scale production to drive down costs.”
It may be time for a new New Orleans. The city has reached a “point of no return” that will see it surrounded by ocean within decades as climate change worsens. That’s the conclusion of a new paper in the journal Nature Sustainability. “In paleo-climate terms, New Orleans is gone; the question is how long it has,” Jesse Keenan, an expert in climate adaptation at Tulane University and one of the paper’s five co-authors, told The Guardian.
A ubiquitous byproduct of the oil and gas industry just got a green competitor.
The chemicals industry, which accounts for about 5% of global emissions, can seem like a black box. Fossil fuel-based feedstocks go in and out pop plastic toys or agricultural fertilizer or laundry detergent. But most of us don’t understand what happens in between. That’s the part of the supply chain where Trillium Renewable Chemicals is focused, as it scales production of bio-based acrylonitrile, a key chemical intermediate used to make products ranging from carbon fiber aircraft components to plastic Lego bricks and rubber medical gloves.
Though you might not have heard of this mouthful of a chemical, acrylonitrile’s production is a major contributor to the embedded emissions of all the products that it goes into, as it’s typically derived from propylene, a byproduct of the oil and gas industry. “When you look at the lifecycle analysis of these products, the thing that jumps off the page is acrylonitrile dominates that lifecycle,” Trillium’s CEO, Corey Tyree, told me. “It is the number one challenge.”
The startup, which spun out of a Department of Energy-funded nonprofit called the Southern Research Institute, just announced a $13 million Series B round led by HS Hyosung Advanced Materials, alongside the completion of the world’s first demonstration plant for bio-based acrylonitrile. Tyree was determined, he told me, to ensure that the work did not remain just another “research project that goes in the research closet.”
He credits much of Trillium’s progress so far to an intense focus on commercialization and the risk-tolerance inherent to a startup. After all, the underlying concept itself isn’t new — a number of companies have experimented with making acrylonitrile from bio-based glycerol, Tryee told me. “But a lot of these tries happen inside of a large company, which is not as tolerant for risk,” he explained. With Trillium’s investors lined up behind the effort, however, “It doesn’t feel to any one person that if we’re wrong, our whole career is going to go up in flames.”
But there have been technical innovations too. Southern Research had to develop a proprietary catalyst and two-step thermochemical process that converts glycerol into an intermediate molecule and then acrylonitrile. Trillium now has an exclusive license to this process. Once produced, the low-carbon acrylonitrile functions as a simple drop-in replacement for the fossil-based version of the molecule; there's nothing at all different about the downstream supply chain.
Now, the startup is focused on commissioning its newly completed demonstration plant in Texas sometime this quarter, followed by initial shipments soon after. This new capital will also help Trillium conduct the engineering design for its first commercial facility, the potential location of which Tyree would not disclose.
Though glycerol is a relatively cost-effective feedstock, Trillium’s product will still command somewhat of a green-premium, though exactly how much this impacts the final cost of the end product depends on a variety of downstream factors. At the least, Tryee said his company ought to undercut existing green acrylonitrile on the market today, which is produced from low-carbon propylene.
Overall, It’s a promising sign that despite a political environment in which talking about climate is out and affordability is in, a company like Trillium — which depends on customers paying a bit more for a cleaner product — can still raise significant new funding. Political winds aside, Tyree said he’s seen sustained customer interest in cleaning up the chemicals supply chain; there just wasn’t a viable solution for this particular piece of it before now.
“It’s really just been people waiting on somebody to figure out a way to make the product,” he said, referring to low-carbon acrylonitrile“ Now that Trillium has done so, the next question is, who will its initial buyers be, and exactly how much more will they prove willing to pay?