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Last time around they were bulwarks for climate action. This time is different.
This story is part of a Heatmap series on the “green freeze” under Trump.
Following Donald Trump’s election in November, climate advocates self-soothed with the conviction that cities and states would continue carrying the banner in the absence of federal climate action. That’s what happened during Trump’s first presidency, after all. When he pulled the U.S. out of the Paris Agreement in 2017, hundreds of local governments declared they were “still in” on climate, and a new wave of state and local climate policies swept the country.
By the time Biden stepped into the White House four years later, many of these communities had climate plans either in place or in progress. When his administration passed the Infrastructure Investment and Jobs Act and the Inflation Reduction Act, setting aside billions of dollars for emissions reduction and climate adaptation projects, they were in a prime position to apply for funding. By November 2024, with most of that money doled out, it was easy to imagine how climate-forward cities could forge ahead, seeded by grants, regardless of what Trump did.
Except then Trump did the thing that many assumed he would not — because he legally could not — do. He froze and is now trying to claw back congressionally appropriated, contractually obligated funds. And in so doing, he has thrown the prospects for cities as a last line of defense into question.
“In this administration, it’s a lot more chaotic,” Barbara Buffaloe, the mayor of Columbia, Missouri, told me. “There’s a lot more happening than I feel like there was in 2017, right at the get-go. Nobody knows what the universe is right now.”
Columbia was among those that joined the “still in” campaign in 2017. It adopted emissions reduction goals in 2018, and passed a climate action and adaptation plan in 2019. The Biden administration awarded the city more than $28 million across three separate federal grants to build electric vehicle charging stations, make electrical upgrades that would allow it to charge electric buses, and redesign its central business loop to be more walkable, bikeable, and safe.
All three of those grants are now up in the air. Buffaloe said she was told by state partners that the $2.1 million business loop planning grant from the Department of Transportation’s Reconnecting Communities program was paused. Columbia was the only city in Missouri to get a Charging and Fueling Infrastructure Grant from the DOT, with the $3.6 million supposed to help pay for EV chargers at the library and the airport. The city is moving ahead with initial activities like environmental reviews and preliminary engineering in the hope that funds to build the actual stations will be unfrozen by the time it’s ready to break ground. Regarding the $23 million bus infrastructure grant, part of a separate DOT program, she said the city hasn’t heard from its grant managers in about a month.
“We don’t know whether or not to continue on the projects,” she told me. “It’s that feeling of uncertainty and trepidation that is causing us the most anxiety. Our construction window is not year-round in Columbia, and because we’re a public institution, it takes a lot longer for us to put out bids and to start projects. We need to know if we have this budget or not.”
It’s not just the funding freeze leaving Columbia in a holding pattern. The city has a municipally-owned electric utility that had been looking to take advantage of “direct pay,” an option for nonprofit entities with no tax liability to collect federal renewable energy incentives as direct subsidies, to help it build more solar farms. But now Republicans in Congress are considering eliminating direct pay.
The funding freeze has put a lot of cities in this position where time-sensitive decisions are stalled. Hundreds of communities were awarded grants from the U.S. Department of Agriculture program to fund tree-planting for carbon mitigation and shade creation, for example. Some recipients have been told their grants were canceled altogether, others are still in the dark — their federal grant managers have been fired and no one is responding to their emails.
“They’re kind of at this point of, hey, do we put in the order for trees? We need to plant at certain times of the year,” Laura Jay, the deputy director of Climate Mayors, a national network of mayors working to address climate change, told me. “For a lot of these cities and programs, there’s key decisions that they have to be making, and when there’s uncertainty around it, it puts the city at a huge risk.” There’s financial risk, she said, in terms of spending money without knowing if it will get reimbursed, but also planning risks. A number of cities were awarded grants to purchase electric school buses, for example, and they need to make sure they are going to have enough to get kids to school.
As a larger, wealthier city, Columbia is in a better position than others. It collects revenue through a capital improvement tax that Buffaloe said could be used for climate projects. “We’ll do as much as we can,” she told me.
But in more rural areas, these grants represented a rare opportunity to modernize and build more equitable access to infrastructure.
“We’re in Southeast Ohio, which traditionally has been left behind when it comes to larger infrastructure projects,” Andrew Chiki, the deputy service-safety director in Athens, Ohio, told me. “We don’t have an interstate highway.”
Chiki helped lead a regional effort to apply for a Charging and Fueling Infrastructure Grant, the same program Columbia won funding from that is now frozen. He and his partners were awarded $12.5 million to build a corridor of electric vehicle chargers in 16 communities between Athens and Dayton. “One of our attempts with this was to answer the question, if EV adoption takes off the way that we are envisioning, how do we allow an on-ramp for communities that are already disadvantaged to be able to adopt?”
Chiki said they were still waiting to hear whether they could move forward with the project or not. Athens passed a resolution declaring a climate emergency in 2020, and adopted a target to reduce emissions by 50% over 10 years. The city has made some strides, Chiki said, by making buildings more energy efficient and installing solar on city-owned facilities. “We are still committed to doing as much as we can,” he told me.
But if the EV charging grant falls through, the smaller villages and towns between Athens and Dayton that don’t have the staff resources or capacity to apply for these types of grants will lose out, he said. “We would probably look at other types of funding sources, but it would make it incredibly difficult and not be nearly as broad as we want.”
There are some pots of money for local climate projects that have flown under the Trump administration’s radar. Last year, the South Florida ClimateReady Tech Hub, a consortium of local governments, schools, labor groups, and companies working to accelerate the development of climate technologies, won a $19.5 million grant from the Department of Commerce’s Economic Development Administration. The money came from the Biden-era CHIPS and Science Act, a law that Trump is pushing Congress to scrap but that Republicans have thus far defended. Tech Hub will use the funds to scale low-emissions cement that can be used for adaptation projects, energy efficiency, and workforce development, among other things.
Francesca Covey, the chief innovation and economic development officer for Miami-Dade County and regional innovation officer for the Tech Hub, told me the group has continued to have quarterly check-ins with federal partners and haven’t gotten any signal that the funding is in jeopardy. “It’s really been more business as usual,” she said. Covey also mentioned two pilot projects to build artificial reefs and seawalls in the area that had funding from the Department of Defense and were moving forward.
Still, the Tech Hub has adjusted its language to stay competitive in the new political environment. The group changed its name to the Risk and Resilience Tech Hub two weeks ago, Covey told me. “We wanted to underscore the economic imperative of the work,” she said, when I asked what motivated the name change. “Right now we’re finding that where we are getting the best traction with the private and public community is around risk. We wanted to make sure we were couching it in the right way.”
Ithaca, New York, on the other hand, which passed its own Green New Deal in 2019, is committed to its climate and equity-centric messaging. “We are not intending to change the narrative around what we’re doing,” Rebecca Evans, the city’s sustainability director, told me. “It’s still clean energy, and it is still because climate change is a threat to human existence. We are still going to prioritize black and brown populations and populations that experience poverty at various levels because they are most vulnerable to climate change.”
About 85% of Evans’ Green New Deal budget comes from federal sources, and at first she worried that was all at risk. In 2022 and 2023, Ithaca had received funding from what’s called “congressional directed spending,” or “earmarks,” in two federal appropriations bills, meaning that New York state lawmakers fought to get money set aside for the city. The first grant, worth $1 million, was for a hydrogen production and fueling project. The second, worth $1.5 million, was for a wide-ranging program to decarbonize the school system and enhance a local workforce development program to include new energy efficiency certifications. Both programs included explicit diversity, equity, and inclusion-related objectives, so Evans assumed they would be targeted by the Trump administration.
But on Tuesday, she was told by federal partners on the hydrogen grant that congressionally directed spending was not subject to Trump’s executive orders and got the greenlight to move into the next phase. Evans still hasn’t heard back from her federal partners on the second grant, but she’s more hopeful now that it will move forward.
Back when I first spoke to Evans, when things were more up in the air, she told me she worried that the Trump administration’s actions would cause advocates to lose hope. “I think anger can be a positive thing, but it’s the loss of hope, even if it’s marginal, that is truly, truly dangerous to this movement.”
Perhaps that’s why Evans, like all of the other local leaders I spoke with, projected optimism when I asked what they could accomplish over the next four years without federal support. She was already trying to find the money elsewhere, she said. “We can’t do all of the amazing things that we wanted to do, but we can still make progress,” she said.
“Cities are incredibly nimble and innovative,” Jay, of Climate Mayors, told me. “I think that they’re eager to and committed to keeping the work going. What that looks like, I think, is hard to figure out right now, because everyone’s kind of caught in the chaos of trying to figure out if they still have this funding or not. But they’re fully committed to making sure that this work is continuing.”
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A new list of Department of Energy grants slated for termination will hit clean energy and oil majors alike, including Exxon and Chevron.
A new list of Department of Energy grants slated for termination obtained by Heatmap reveals an additional 338 awards for clean energy projects that the agency intends to cancel. Combined with the 321 grants the agency said it was terminating last week, the total value is nearly $24 billion.
While last week’s announcement mostly targeted companies and institutions located in Democratic states, the new list appears to be indiscriminate. Conrad Schneider, the senior U.S. director at Clean Air Task Force, told me in a statement that the move “will have far-reaching consequences — with virtually no region unscathed.”
“The federal government plays an essential role in addressing gaps that stall the commercialization of energy breakthroughs by providing grants and loans to accelerate innovative projects,” he said. “By abruptly canceling funding for several hundred energy projects, the U.S. risks ceding American energy leadership and signals that U.S. innovation is not a priority.”
Some of the most significant new terminations on the list include:
While two of the seven hydrogen hubs — those in California and the Pacific Northwest — were on last week’s cancellations list, all seven have their status listed as “terminate” on this new list. That includes hubs that planned to make hydrogen from natural gas based in Appalachia, the Gulf Coast, Texas, and the Midwest.
Those awards came out of $8 billion allocated by Congress in the IIJA in 2021 to develop hubs where companies and states would work together to produce and test the use of cleaner hydrogen fuel in new industries. The move would hit oil majors in addition to green energy companies. Exxon and Chevron were partners on the Hyvelocity hydrogen hub on the Gulf Coast.
“If the program is dismantled, it could undermine the development of the domestic hydrogen industry,” Rachel Starr, the senior U.S. policy manager for hydrogen and transportation at Clean Air Task Force told me. “The U.S. will risk its leadership position on the global stage, both in terms of exporting a variety of transportation fuels that rely on hydrogen as a feedstock and in terms of technological development as other countries continue to fund and make progress on a variety of hydrogen production pathways and end uses."
The Inflation Reduction Act’s Domestic Manufacturing Conversion Grants, which were meant to support the conversion of shuttered or at-risk auto plants to be able to manufacture electric vehicles and their supply chains, would be fully obliterated based on the new list. All 13 grants that were awarded under the program are there, including $80 million for Blue Bird’s new electric school bus plant in Fort Valley, Georgia, $500 million for General Motors’ Grant River Assembly Plant in Lansing, Michigan, and $285 million for Mercedes-Benz’s next-generation electric van plant in Ladson, South Carolina.
Some of the other projects slated for termination raise questions about other projects from the same grant program that are not on the list. For example, a $45 million grant for the National Rural Electric Cooperative Association to deploy microgrids in seven communities shows up as terminated, along with several other awards made as part of the IIJA’s Energy Improvements in Rural or Remote Areas program. Grants for indigenous tribes in Alaska, Wisconsin, and throughout the Southwest from that program appear to be preserved, however.
A $9.8 million grant to Sparkz to build a first-of-its-kind battery-grade iron phosphate plant in West Virginia also makes an appearance. The award was made as part of a nearly $430 million funding round from the IIJA to accelerate domestic clean energy manufacturing in 15 former coal communities. Similar awards made to Anthro Energy in Louisville, Kentucky, Infinitum in Rockdale, Texas, Mainspring Energy in Coraopolis, Pennsylvania, and a company called MetOx International developing an advanced superconductor manufacturing facility in the Southeast appear to be safe.
When asked about the new list, DOE spokesperson Ben Dietderich told me by email that he couldn’t attest to its validity. He added that “no further determinations have been made at this time other than those previously announced,” referring to the earlier 321 cancellations.
A new list of grant cancellations obtained by Heatmap includes Climeworks and Heirloom projects funded by 2021 infrastructure law.
Trump’s Department of Energy is planning to terminate awards for the two major Direct Air Capture Hubs funded by the Bipartisan Infrastructure Law in Louisiana and Texas, Heatmap has learned.
An internal agency project list shared with Heatmap names nearly $24 billion worth of grants with their status designated as “terminated,” including the Occidental Petroleum’s South Texas DAC Hub as well as Project Cypress, a joint venture between DAC startups Heirloom and Climeworks.
Christoph Gebald, the CEO of Climeworks, acknowledged “market rumors” in an email, but said that the company is “prepared for all scenarios.”
“Demand for removals is increasing significantly, with momentum set to build as governments set their long-term targets,” he said. “The need for DAC is growing as the world falls short of its climate goals and we’re working to achieve the gigaton capacity that will be needed.”
Heirloom’s head of global policy, Vikrum Aiyer, said that the company was not aware of any decision from the DOE and continued “to productively engage with the administration in a project review.” He added that Heirloom remains “incredibly proud to stand shoulder to shoulder with Louisiana energy majors, workforce groups, non-profits, state leaders, the governor and economic development organizations who have strongly advocated for this project.”
Much of the rest of the list overlaps with the project terminations the agency announced last week as part of a spate of retributive actions against Democrats during the government shutdown. “Nearly $8 billion in Green New Scam funding to fuel the Left’s climate agenda is being canceled,” White House Budget Director Russ Vought wrote on social media ahead of the announcement.
DOE spokesperson Ben Dietderich told me by email that the department was “unable to verify” the new list of canceled grants, and that “no further determinations have been made at this time other than those previously announced.”
“As [Secretary of Energy Chris Wright] made clear last week, the Department continues to conduct an individualized and thorough review of financial awards made by the previous administration,” Dietderich said.
Direct air capture is a nascent technology that sucks carbon, as the name suggests, directly from the air, and is one of several carbon removal solutions with potential to slow global warming in the near term, and even reverse it in the long run. The $3.5 billion DAC Hubs program, created by Congress in the 2021 Bipartisan Infrastructure Law, promised to “establish a new sector of the American economy and remake another one, while providing the world with an important tool to fight climate change,” as my colleague Robinson Meyer put it.
After a competitive application process, the Biden administration selected two projects that would receive up to $600 million each to build DAC projects capable of removing more than 1 million tons of carbon from the atmosphere per year and storing it permanently underground. Occidental, which first partnered with and later acquired a Canadian DAC startup called Carbon Engineering, would build its hub in South Texas, near Corpus Christi. Two other leading DAC startups, the California-based Heirloom Carbon and Swiss company Climeworks, would work together to build a hub in Louisiana. After the selections were announced, both projects received an initial $50 million award for their next phase of development, which was set to be matched by private investment.
"These hubs were selected through a rigorous and competitive process designed to identify projects capable of advancing U.S. leadership in carbon removal and industrial decarbonization,” Jennifer Wilcox, the former principal deputy assistant secretary for the DOE’s Office of Fossil Energy and Carbon Management, told me in an email. “The burden should be on DOE to clearly demonstrate why that process is being overturned.”
All three companies already have demonstration plants that are either operating or under construction. Climeworks began operating the world’s first commercial DAC plant in Iceland in 2021, designed to capture about 4,000 tons per year, and has since scaled up to a larger plant more than eight times that size. Heirloom opened the first DAC plant in the U.S. in November 2023, in Tracy, California, capable of capturing 1,000 tons per year. Occidental’s first DAC project, Stratos, in West Texas, will be the largest of the bunch, designed to capture 500,000 tons per year. It is set to be completed in the next few months.
Removing carbon from the air with one of these facilities is currently extremely expensive and energy-intensive. Today, companies pre-sell carbon credits to airlines and tech companies to raise money for the projects, but will likely require government support to continue to innovate and bring the cost down. While both Climeworks and Heirloom announced the sale of credits that would support their DAC hub projects, it’s not clear whether those credits were meant to be fulfilled by the projects themselves.
The DOE grants would have helped prove the viability of the technology at a scale that will make a measurable difference for the climate, while also demonstrating a potential off-ramp for oil companies and the economies they support. Both projects said they expected to create more than 2,000 local jobs in construction, operations, and maintenance.
“The United States, up to this point, was the direct air capture leader and the place where top innovators in the field were choosing to build facilities as well as manufacture the actual components of the units themselves,” Jack Andreasen Cavanaugh, a global fellow at the Columbia University’s Carbon Management Research Initiative, told me. “The cancellation of these grants to high-quality projects ensures that these American jobs will be shipped overseas and cede our broader economic advantage.”
That’s already happening. On the same day last week that the DOE announced it was terminating an award for CarbonCapture Inc., another California-based DAC company, the startup said it would move its first commercial pilot from Arizona to Alberta, Canada. Gebald, of Climeworks, said the company has “a pipeline of other DAC projects around the world,” including opportunities in Canada, the U.K., and Saudi Arabia.
Cavanaugh also pointed out there was a disconnect between the terminations, Congress’ recent actions, and even actions under the first Trump administration. Trump’s DOE revised the 45Q tax credit for carbon capture in 2018 to allow direct air capture projects to qualify. In July, the reconciliation bill preserved that credit and strengthened it. “These were bipartisan-supported projects, and it goes expressly against congressional intent.”
As the DAC hubs program was congressionally mandated and the awards were under contract, the companies may have legal recourse to fight the terminations. The press release from the DOE announcing last week’s terminations said that award recipients had 30 days to appeal the decision. “That process must be meaningful and transparent,” Wilcox said. “If DOE is invoking financial-viability criteria, companies and communities deserve to see the underlying metrics, thresholds, and justification — and to understand whether those criteria are being applied consistently across projects.”
While this isn’t a death knell for DAC in general, it will be a “massive setback for American climate and industrial policy”, Erin Burns, executive director of the carbon removal advocacy group Carbon 180, told me. “The need for carbon removal hasn’t changed. The science hasn’t changed. What’s changed is our political will, and we’ll feel the consequences for years to come.”
Editor’s note: This piece has been updated to add comment from the Department of Energy and to correct the total value of canceled grants.
On Trump’s metal nationalization spree, Tesla’s big pitch, and fusion’s challenges
Current conditions: King tides are raising ocean levels near Charleston, South Carolina, as much as eight feet above low water averages • A blizzard on Mount Everest has trapped hundreds of hikers and killed at least one • A depression that could form into Tropical Storm Jerry is strengthening in the Atlantic as it barrels northward with an unclear path.
Solar and wind outpaced the growth of global electricity demand in the first half of 2025, vaulting renewables toward overtaking coal worldwide for the first time on record, according to analysis published Tuesday by the research outfit Ember. This year’s growth resulted in a small overall decline in both coal and gas-fired power generation, with India and China seeing the most notable reductions, despite the United States and Europe ratcheting up fossil fuel usage. “We are seeing the first signs of a crucial turning point,” Malgorzata Wiatros-Motyka, a senior electricity analyst at Ember, said in a statement. “Solar and wind are now growing fast enough to meet the world’s growing appetite for electricity. This marks the beginning of a shift where clean power is keeping pace with demand growth.”
Wind and solar installations matched 109% of new global demand for power in the first half of 2025.Ember
That growth is projected to continue. Later on Tuesday morning, the International Energy Agency released its own report forecasting that renewable capacity will double over the next five years. Solar is predicted to make up 80% of that growth. But, factoring in the Trump administration’s policies, the forecast roughly cut in half previous projections for U.S. growth. Domestic opposition to renewables runs beyond the White House, too. Exclusive data gathered by Heatmap Pro and published in July showed that a fifth of U.S. counties now restrict development of renewables.
President Donald Trump signed an executive order Monday directing federal agencies to push forward with a controversial 211-mile mining road in Alaska designed to facilitate production of copper, zinc, gallium, and other critical minerals. The project, which the Biden administration halted last year over concerns for permafrost in the fast-warming region, has been at the center of a decadeslong legal battle. As part of the deal, the U.S. government will invest $35.6 million in Alaska’s Ambler Mining District, including taking a 10% stake in the main developer, Trilogy Metals, that includes warrants to buy an additional 7.5% of the company. The road itself will be jointly owned by the state, the federal government, and Alaska Native villages. “It’s a very, very big deal from the standpoint of minerals and energy,” Trump said in the Oval Office.
It’s just the latest stake the Trump administration has taken in a mineral company. In July, the Department of Defense became the largest shareholder of MP Materials, the company producing rare earths in the U.S. at its Mountain Pass mine in California. The move, The Economist noted at the time, marked the biggest American experiment in direct government ownership since the nationalization of the railroads in World War I. Last week, the Department of Energy renegotiated a loan to Lithium Americas’ Thacker Pass project in Nevada to take a stake in what’s set to become the largest lithium mine in the Western Hemisphere when it comes online in the next few years. The White House’s mineral shopping spree isn’t over. On Friday, Reuters reported that the administration is considering buying shares in Critical Metals, the company looking to develop rare earths production in Greenland. In response to the news, shares in the Nasdaq-traded miner surged 62% on Monday. Partial nationalization isn’t the only approach the administration is taking to challenging China’s grip over global mineral supplies. Last month, as I reported for Heatmap, the Defense Logistics Agency awarded money to Xerion, an Ohio startup devising a novel way to process cobalt and gallium.
Tesla looks poised to unveil a cheaper, stripped-down version of its Model Y as early as today. In one of two short videos posted to CEO Elon Musk’s X social media site, the electric automaker showed the midsize SUV’s signature lights beaming through the dark. The design matches what InsideEVs noted were likely images of the prototype spotted on a test drive in Texas. The second teaser video showed what appears to be a fast-spinning, Tesla-branded fan. “Your guess is as good as ours as to what will be revealed,” InsideEVs’ Andrei Nedelea wrote Monday. “Our money is on the Roadster or a new vacuum cleaner design to take on Dyson.”
The new products come amid an historic slump for Tesla. As Heatmap’s Matthew Zeitlin reported, the company’s share of the U.S. electric vehicle sales sank to their lowest-ever level in August despite the surge in purchases as Americans rushed to use the federal tax credits before they expired thanks to Trump’s landmark One Big Beautiful Bill Act law. Yet Musk has managed to steer the automaker’s financial fate through an attention-grabbing maneuver. Last month, the world’s richest man bought $1 billion in Tesla shares in a show of self confidence that managed to rebound the company’s stock price. But Andrew Moseman argued in Heatmap that “the bullish stock market performance is divorced not only from the reality of the company’s electric car sales, but also from, well, everything else that’s happened lately.”
On Monday, Trump warned that medium and heavy-duty trucks imported to the U.S. will face a 25% tariff starting on November 1. The president announced the trade levies in a post on Truth Social on the eve of a White House visit by Canadian Prime Minister Mark Carney, whose country would feel the pinch of tariffs on imported trucks. As the Financial Times noted, Trump had threatened to impose 25% tariffs on some trucks in late September but “failed to implement them, raising questions about his commitment to the policy.”
Fusion startups make a lot of bold claims about how soon a technology long dismissed as the energy source of tomorrow will be able to produce commercial electrons. Though investors are betting that, as Heatmap’s Katie Brigham wrote last year, “it is finally, possibly, almost time for fusion,” a new report from the University of Pennsylvania’s Kleinman Center for Energy Policy shows that supply chain challenges threaten to hold back the nascent industry even if it can bring laboratory breakthroughs to market. Tritium, one of two main fusion fuels, has a half life of just 12.3 years, meaning it does not exist in significant quantities in nature. Today, tritium is primarily produced by 30 pressurized heavy water fission reactors globally, but only at a total of 4 kilograms per year. As a result, “tritium availability could throttle fusion development,” the report found. That’s not the only bottleneck. “The fusion industry will require specialized components that don’t yet have well-established supply chains, like superconducting cables and the aforementioned advanced materials, and shortages of these components would delay development and inflate costs.”
Scientists mapped the RNA — the molecules that carry out DNA’s instructions — of wheat and, for the first time, identified when certain genes are active. The discovery promises to accelerate plant breeders’ efforts to develop more resilient varieties of the world’s most widely cultivated crop that use less fertilizer, resist higher temperatures, and survive with less water as the climate changes. “We discovered how groups of genes work together as regulatory networks to control gene expression,” Rachel Rusholme-Pilcher, the study’s lead author and a researcher at Britain’s Earlham Institute, said in a statement. “Our research allowed us to look at how these network connections differ between wheat varieties, revealing new sources of genetic diversity that could be critical in boosting the resilience of wheat.”