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“When you look at the projects that are slowing down, it’s all up and down the supply chain,” Jay Turner, an environmental studies professor who leads the database, told me.
Electric vehicle manufacturing projects are now being delayed or canceled at six times the rate that they were during the same period last year, he said.
The database, called the Big Green Machine, has data on EV and mineral factory activity going back to 2010, and has been actively tracking investment in the EV supply chain since 2022.
The news is not entirely bleak for the EV buildout, however. Another 68 projects have progressed in the past six months, according to Turner’s data. Those projects represent $24 billion in investment and more than 33,000 jobs.
At the same time, more than two dozen new projects have been announced in the past six months, but they are of a much smaller scale, the report finds. Taken together, the projects in this new wave add up to only $3 billion in investment — one-tenth of the $30 billion in projects that have been paused, delayed, or cancelled.
The Big Green Machine
The new data likely does not capture recent setbacks for the EV industry. Earlier this month, President Trump signed Republicans’ budget reconciliation bill, which will terminate all tax credits for buying or leasing an electric vehicle on September 30.
Turner told me that the slowdown was the predictable outcome of the Trump administration’s turn away from electric cars.
“In some ways, it’s exactly what we expected,” he said. “As concerns about the Inflation Reduction Act and bipartisan infrastructure law began last fall, we started to see projects slowing down. Since Trump was elected, those closures, cancellations, and delays have just ballooned.”
Particularly hard hit are projects located in distressed or fossil-fuel-dependent communities, as defined by the terms set out in the Inflation Reduction Act, he added. Facilities that depended on some kind of federal support or loan guarantee have also been especially likely to pause, he added.
The slowdowns have struck across the EV supply chain. Some battery factories have switched from producing lithium ion cells for vehicles to making large-scale batteries for the power grid. The new budget law, called the One Big Beautiful Bill Act, maintained tax incentives for installing grid-scale battery storage.
Mineral producers have also been affected. Li-Cycle paused work on mineral recycling plants in April, Turner said. A Canadian rare earth processing facility — one of the few such factories in North America — scaled back its ambitions this month. (“The data in our report is just the U.S., but when you add in Canada it’s more shocking how sharp the downturn has been,” Turner said.)
That follows other delays from last year. The Chicago-based company Anovion has continued to pause work on an $800 million facility in southwest Georgia that was slated to make synthetic graphite, which is essential for lithium ion battery anodes.
Last year, the chemicals company Albemarle delayed $1.3 billion in plans to build the country’s largest lithium refinery in South Carolina. “The economics just aren't there to build that plant,” Kent Masters, Albemarle’s CEO, told Reuters in May. China controls roughly three-quarters of the world’s lithium and synthetic graphite supply chains.
Despite its antagonism toward electric cars, the Trump administration has sought to prioritize some mineral projects. Earlier this month, the Pentagon announced a complex deal to invest in — and guarantee a buyer for the output of — a rare earths mine and processing facility on the California-Nevada border.
Whatever the cause of the slowdown, it isn’t limited to just electric cars. Total private manufacturing investment in the United States has leveled off and slightly fallen since October 2024.
That value has clearly resonated with lawmakers on the Hill. Legislators tasked with negotiating appropriations in both the Senate and the House of Representatives last week proposed fully funding Energy Star at $32 million for the next fiscal year. It’s unclear how the House’s decision to go into recess until September will affect the vote, but Ben Evans, the federal legislative director at the U.S. Green Building Council, said the bill is “a major step in the right direction demonstrating that ENERGY STAR has strong bipartisan support on Capitol Hill.”
A worker connects panels on floating solar farm project in Huainan, China. Kevin Frayer/Getty Images
The United States installed just under 11 gigawatts of solar panels in the first three months of this year, industry data show. In June alone, China installed nearly 15 gigawatts, PV Tech reported. And, in a detail that demonstrates just how many panels the People’s Republic has been deploying at home in recent years, that represented an 85% drop from the previous month and close to a 40% decline compared to June of last year.
The photovoltaic installation plunge followed Beijing’s rollout of two new policies that changed the renewables business in China. The first, called the 531 policy, undid guaranteed feed-in tariffs and required renewable projects to sell electricity on the spot market. That took effect on June 1. The other, called the 430 policy, took effect on May 1 and mandated that new distributed solar farms consume their own power first before allowing the sale of surplus electricity to the grid. As a result of the stalled installations, a top panel manufacturer warned the trade publication Opis that companies may need to raise prices by as much as 10%.
For years now, Fortescue, the world’s fourth-biggest producer of iron ore, has directed much of the earnings from its mines in northwest Australia and steel mills in China toward building out a global green hydrogen business. But changes to U.S. policy have taken a toll. Last week, Fortescue told investors it was canceling its green hydrogen project in Arizona, which had been set to come online next year. It’s also abandoning its plans for a green hydrogen plant on Australia’s northeastern coast, The Wall Street Journal reported.
“A shift in policy priorities away from green energy has changed the situation in the U.S.,” Gus Pichot, Fortescue’s chief executive of growth and energy, told analysts on a call. “The lack of certainty and a step back in green ambition has stopped the emerging green-energy markets, making it hard for previously feasible projects to proceed.” But green hydrogen isn’t dead everywhere. Just last week, the industrial gas firm Air Liquide made a final decision to invest in a 200-megawatt green hydrogen plant in the Netherlands.
The Trump administration put two high-ranking officials at the National Oceanic and Atmospheric Administration on administrative leave, CNN reported. The reasoning behind the move wasn’t clear, but both officials — Steve Volz, who leads NOAA’s satellites division, and Jeff Dillen, NOAA’s deputy general counsel — headed up the investigation into whether President Donald Trump violated NOAA’s scientific integrity policies during his so-called Sharpiegate scandal.
The incident from September 2019, during Trump’s first term, started when the president incorrectly listed Alabama among the states facing a threat from Hurricane Dorian. Throughout the following week, Trump defended the remark, insisting he had been right, and ultimately showed journalists a weather map that had been altered with a black Sharpie market to show the path of the storm striking Alabama. NOAA’s investigation into the incident concluded that Neil Jacobs, the former agency official who backed Trump at the time and is now nominated to serve as chief, succumbed to political pressure and violated scientific integrity rules.
In March, North Carolina’s Republican-controlled Senate passed a bill to repeal the state’s climate law and scrap the 2030 deadline by which the monopoly utility Duke Energy had to slash its planet-heating emissions by 70% compared to 2005 levels. Governor Josh Stein, a Democrat, vetoed the legislation. But on Tuesday, the GOP majorities in both chambers of the legislature plan to vote to override the veto.
Doing so and enacting the bill could cost North Carolina more than 50,000 jobs annually and cause tens of billions of dollars in lost investments, Canary Media’s Elizabeth Ouzts reported. That’s according to a new study from a consultancy commissioned by clean-energy advocates in the state. The analysis is based on data from the state-sanctioned consumer advocate, Public Staff.
For years, a mystery has puzzled scientists: Why did Neanderthal remains show levels of a nitrogen isotope only seen among carnivores like hyenas and wolves that eat more meat than a hominid could safely consume? New research finally points to an answer: Neanderthals were eating putrefying meat garnished with maggots, said Melanie Beasley, an anthropologist at Purdue University. “When you get the lean meat and the fatty maggot, you have a more complete nutrient that you’re consuming.”
