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Suppose you’d never heard of the gas-powered car. One day, someone comes along to evangelize a new Honda CR-V as the hottest thing in technology. You might rightfully ask: Are you serious? You want me to put my family inside a box propelled by petroleum explosions? I’m supposed to maintain a machine made of thousands of moving parts ready to fail at any time, and that needs a fossil fuel imported largely from hostile nations?
Hank Green of YouTube fame recently posted such a thought experiment on Threads to point out the power of the status quo. After a century of our burning gasoline to get around, the frankly bizarre nature of internal combustion has become invisible. Instead, it is the ascendant electric car that is met by the doubt and derision that scoffs at anything new and different.
I’m not going to tell you EVs don’t have growing pains. But the big arguments against them aren’t as impressive as they sound.
Some anti-EV complaints are little more than bad-faith attacks drummed up by petroleum partisans and others with an ax to grind against electrification. For example, there is the notion that EVs aren’t actually better for the climate because they produce more emissions than gas cars. Opponents adore this one, since it would negate the rationale for electrifying the car fleet.
Except, it’s wrong. It may be true that building an EV requires slightly more upfront carbon emissions, which are caused by mining the essential materials and making the battery. However, combustion cars more than make up the difference by burning fossil fuels, and spewing a constant stream of climate pollution, for as many years as they run. Meanwhile, an EV gets cleaner and cleaner as the grid that supplies its electricity adds more and more renewables to its makeup. You’d basically have to burn nothing but coal for EVs to be worse over their lifespans.
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What about the annoyance of EV ownership? Some antagonists suggest driving electric is like using cloth diapers: an onerous, soul-sucking inconvenience taken on for the sake of saving the planet. Don’t believe it. EV life has its quirks, sure. On the other hand, I’ve covered the numerous ways that EVs are just plain better than gas cars, which includes the impressive zoom off the starting line, the ability to use your garage as a refueling station, and much more.
Range anxiety, held up as a dealbreaker for some buyers considering an EV, isn’t the problem you think it is. The fear is essentially nil for people who can charge an EV at home: You’ll wake up each morning with 80 or 90 percent of battery capacity, which is more than enough for all your daily driving needs. Finding a public charger is mainly a problem for longer trips, and the growing number of fast-charging stations means there’ll be one. Furthermore, battery ranges are getting longer and charging times are getting shorter. As this trend continues, range anxiety is quickly diminishing, as is the convenience difference between gas and electric.
Some naysayers say it’s impossible for an electric vehicle to meet their needs. I get it. It’d be easy to look at maps of U.S. charging infrastructure and conclude that if you don’t live in one of the big metropolitan areas where plugs are abundant, then EV ownership is impossible or impractical. Well, not necessarily.
Yes, those who reside in truly rural parts of America, and drive many miles far from the interstate highway system, ought to wait on going electric. But you don’t need to live in Los Angeles to live with an EV. Remember, if you can charge at home, then your house supplies the energy for the vast majority of your driving. Fast chargers now line the major highways even in states with low EV ownership to date, so you could drive a long distance as long as it’s not into the hinterlands. Having an EV especially makes sense in a two-car family where the other car is, say, a traditional hybrid. Simply accomplish most of your local driving on cleaner, electric power, and take out the Prius if you’re driving to a far-flung national park.
EVs are too expensive, they say. That one is true. However, while the federal tax credits for electric vehicles were already perplexing and are getting worse, they exist. If you can manage to navigate them, it is still possible to save $7,500 up front on buying an EV, an amount that brings them much closer to their gasoline counterparts. And that’s before the credits and rebates available in many states for buying zero-emissions cars or installing home charging stations. It also doesn’t include the savings from reduced routine maintenance and low fuel costs, both of which make electrics cheaper to operate as the years go by.
In addition, those high sticker prices won’t stay high forever. A lot of the EVs that have hit the market so far are high-end, and their eye-popping MSRP helps carmakers cover the costs of designing new all-electric platforms and building big batteries. As the electric market matures, more entry-level models will emerge, made possible in part by the cost of batteries falling as the industry reaches a bigger scale.
There is a long list of alleged reasons why electrification supposedly cannot work across an entire country or the world. Among them: Battery materials are scarce, and must be mined in problematic areas. The grid supposedly can’t handle the extra demand (it can), and we can’t put enough renewable energy on the grid for EVs to make a maximum climate impact. Charging infrastructure is woefully inadequate.
These all are issues to be sorted, surely. The fundamental problem with this kind of anti-electric rhetoric around them, though, is that it suggests such problems are unsolvable. They’re not. New sources for raw materials are being found, such as the giant lithium deposit discovered this year near the Oregon-Nevada border. The ascendant EV battery recycling industry has the potential to recover most of the precious metals from spent cells. In the longer term, scientists are at work on novel chemistries that could use more abundant and easily obtained materials to make the batteries of tomorrow from something other than lithium, cobalt, and nickel.
The electricity grid does need to be improved, with more high-capacity transmission lines and energy storage solutions to allow for saving solar and wind energy for later. Frankly, though, our decaying infrastructure needs hardening anyway, and the EV revolution may help provide the push to get such projects past political gridlock. In the meantime, there are available smart solutions such as trying to line up energy demand with renewable supply — for example, by charging all our new EVs in midday when the sun is shining.
Maybe the people who say those solutions are too expensive or too difficult simply have no vision. After all, many of them would be out there stumping about the power of American ingenuity — if that ingenuity were in pursuit of a technology that profited them or appealed to their voters. While the EV transition will be hard, what would be even harder is giving up and living with the effects of unmitigated climate change, or trying to realize 11th-hour miracle solutions to save the planet like direct air capture.
The only truly compelling argument against EVs is that they don’t go far enough. They are still cars, after all, and a society that drives electric cars still wastes its land on parking lots and kills thousands of its citizens each year through crashes and collisions with other vehicles, bikes, and pedestrians. Sticking with cars just because they fit into the civilization we’ve built is a missed opportunity to build a walkable, bikeable, better future. There’s no arguing with that one.
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A conversation with Frank Wolak of the Fuel Cell and Hydrogen Energy Association.
We’re joined today by Frank Wolak, CEO of perhaps the most crucial D.C. trade group for all things hydrogen: the Fuel Cell and Hydrogen Energy Association. The morning after Election Day we chatted about whether Trump 2.0 will be as receptive as members of Congress have been to hydrogen and the IRA’s tax credit for producing the fuel. Let’s look inside his crystal ball, shall we?
Simply put, will president-elect Donald Trump keep the IRA’s 45V tax credit in place?
So a couple things there. First, the production tax credit still has to be finalized and what they do about the tax credits, if anything, is a function of whether the Biden administration issues final guidance.
If they issue final guidance, then what that guidance says will determine what kind of reaction the Trump administration may have, whether to adjust it or tweak it.
The second thing: I think the tax credits fit into a question of the IRA broadly and hydrogen specifically. The Trump administration is going to be looking at the entirety of the IRA. There’s the question of what pushback hydrogen has in this administration and if it’s viewed as valuable or important or secondary, tertiary to other things. And I think we’ve yet to see that in the form of any platform.
So Trump’s view on hydrogen is a mystery then – how will that uncertainty impact hydrogen projects in development today?
The uncertainty that has been experienced by this industry predates the election outcome. The long wait for guidance has definitely slowed down the amount of investment. They’ve put many things on hold. This is not a secret.
What I’ll say is, the ability to regroup and fulfill the expectations that this industry had two or three years ago is hugely dependent on the outcome of the tax credit.
What do you think we’ll see companies do in this information vacuum? Will we see them double down on supporting the credit or potentially get out of hydrogen since it’s an emerging, nascent technology?
The doubling down on the tax credit depends on what the guidance looks like.
If the guidance looks flexible, the question is: how do you take that flexibility and make sure the Trump administration continues it and sees it as valuable or vital?
If the tax credit becomes rigid and stays rigid in the Biden administration, you’ll have a two step process – to unwind the rigidity and then also encourage the Trump administration to see the merits. If the guidance stays as stated, the work is harder.
The degree to which industry continues to make investments and says, “hey, we’re all in,” is a function of how these tax credits emerged. Are they going to really keep fighting and to keep the momentum going, or are the [credits] so limited that companies go, “look this is going to be very very hard to overcome in the U.S. so we’re going to take our investment elsewhere.”
You think we might see companies dip out of the hydrogen space over the credit’s outcome?
Mature long term players who are multinationals … are remaining extremely positive. They may adjust the sequence of their investments but they’re in this because they’re in hydrogen and want to be in this market as much as possible.
But those who saw this as an opportunity to come in and take advantage of tax credits are having those reactions of, “Should I invest? Do I look [at it] positively?” And that’s probably natural.
On the looming climate summit, clean energy stocks, and Hurricane Rafael
Current conditions: A winter storm could bring up to 4 feet of snow to parts of Colorado and New Mexico • At least 89 people are still missing from extreme flooding in Spain • The Mountain Fire in Southern California has consumed 14,000 acres and is zero percent contained.
The world is still reeling from the results of this week’s U.S. presidential election, and everyone is trying to get some idea of what a second Trump term means for policy – both at home and abroad. Perhaps most immediately, Trump’s election is “set to cast a pall over the UN COP29 summit next week,” said the Financial Times. Already many world leaders and business executives have said they will not attend the climate talks in Azerbaijan, where countries will aim to set a new goal for climate finance. “The U.S., as the world’s richest country and key shareholder in international financial institutions, is viewed as crucial to that goal,” the FT added.
Trump has called climate change a hoax, vowed to once again remove the U.S. from the Paris Agreement, and promised to stop U.S. climate finance contributions. He has also promised to “drill, baby, drill.” Yesterday President Biden put new environmental limitations on an oil-and-gas lease sale in Alaska’s Arctic National Wildlife Refuge. The lease sale was originally required by law in 2017 by Trump himself, and Biden is trying to “narrow” the lease sale without breaking that law, according to The Washington Post. “The election results have made the threat to America's Arctic clear,” Kristen Miller, executive director of Alaska Wilderness League, toldReuters. “The fight to save the Arctic Refuge is back, and we are ready for the next four years.”
Another early effect of the decisive election result is that clean energy stocks are down. The iShares Global Clean Energy exchange traded fund, whose biggest holdings are the solar panel company First Solar and the Spanish utility and renewables developer Iberdola, is down about 6%. The iShares U.S. Energy ETF, meanwhile, whose largest holdings are Exxon and Chevron, is up over 3%. Some specific publicly traded clean energy stocks have sunk, especially residential solar companies like Sunrun, which is down about 30% compared to Tuesday. “That renewables companies are falling more than fossil energy companies are rising, however, indicates that the market is not expecting a Trump White House to do much to improve oil and gas profitability or production, which has actually increased in the Biden years thanks to the spikes in energy prices following the Russian invasion of Ukraine and continued exploitation of America’s oil and gas resources through hydraulic fracturing,” wrote Heatmap’s Matthew Zeitlin.
Hurricane Rafael swept through Cuba yesterday as a Category 3 storm, knocking out the power grid and leaving 10 million people without electricity. Widespread flooding is reported. The island was still recovering from last month’s Hurricane Oscar, which left at least six people dead. The electrical grid – run by oil-fired power plants – has collapsed several times over the last few weeks. Meanwhile, the U.S. Bureau of Safety and Environmental Enforcement said yesterday that about 17% of crude oil production and 7% of natural gas output in the Gulf of Mexico was shut down because of Rafael.
It is “virtually certain” that 2024 will be the warmest year on record, according to the European Copernicus Climate Change Service. In October, the global average surface air temperature was about 60 degrees Fahrenheit, or nearly 3 degrees Fahrenheit warmer than pre-industrial averages for that month. This year is also on track to be the first entire calendar year in which temperatures are more than 1.5 degrees Celsius above pre-industrial levels. “This marks a new milestone in global temperature records and should serve as a catalyst to raise ambition for the upcoming climate change conference,” said Copernicus deputy director Dr. Samantha Burgess.
C3S
The world is falling short of its goal to double the rate of energy efficiency improvements by 2030, the International Energy Agency said in its new Energy Efficiency 2024 report. Global primary energy intensity – which the IEA explained is a measure of efficiency – will improve by 1% this year, the same as last year. It needs to be increasing by 4% by the end of the decade to meet a goal set at last year’s COP. “Boosting energy efficiency is about getting more from everyday technologies and industrial processes for the same amount of energy input, and means more jobs, healthier cities and a range of other benefits,” the IEA said. “Improving the efficiency of buildings and vehicles, as well as in other areas, is central to clean energy transitions, since it simultaneously improves energy security, lowers energy bills for consumers and reduces greenhouse gas emissions.” The group called for more government action as well as investment in energy efficient technologies.
Deforestation in Brazil’s Amazon fell by 30.6% in the 12 months leading up to July, compared to a year earlier. It is now at the lowest levels since 2015.
State-level policies and “unstoppable” momentum for clean energy.
As the realities of Trump’s return to office and the likelihood of a Republican trifecta in Washington began to set in on Wednesday morning, climate and clean energy advocates mostly did not sugarcoat the result or look for a silver lining. But in press releases and interviews, reactions to the news coalesced around two key ways to think about what happens next.
Like last time Trump was elected, the onus will now fall on state and local leaders to make progress on climate change in spite of — and likely in direct conflict with — shifting federal priorities. Working to their advantage, though, much more so than last time, is global political and economic momentum behind the growth of clean energy.
“No matter what Trump may say, the shift to clean energy is unstoppable,” former White House National Climate Advisor Gina McCarthy said in a statement.
“This is a dark day, but despite this election result, momentum is on our side,” Sierra Club Executive Director Ben Jealous wrote. “The transition away from dirty fossil fuels to affordable clean energy is already underway.”
“States are the critical last line of defense on climate,” said Caroline Spears, the executive director of Climate Cabinet, a group that campaigns for local climate leaders, during a press call on Wednesday. “I used to work in the solar industry under the Trump administration. We still built solar and it was on the back of great state policy.”
Reached by phone on Wednesday, the climate policy strategist Sam Ricketts offered a blunt assessment of where things stand. “First things first, this outcome sucks,” he said. He worried aloud about what another four years of Trump would mean for his kids and the planet they inherit. But Ricketts has also been here before. During Trump’s first term, he worked for the “climate governor,” Washington’s Jay Inslee, and helped further state and local climate policy around the country for the Democratic Governors Association. “For me, it is a familiar song,” he said.
Ricketts believes the transition to clean energy has become inevitable. But he offered other reasons states may be in a better position to make progress over the next four years than they were last time. There are now 23 states with Democratic governors and at least 15 with Democratic trifectas — compare that to 2017, when there were just 16 Democratic governors and seven trifectas. Additionally, Democrats won key seats in the state houses of Wisconsin and North Carolina that will break up previous Republican supermajorities and give the Democratic governors in those states more opportunity to make progress.
Spears also highlighted these victories during the Climate Cabinet press call, adding that they help illustrate that the election was not a referendum on climate policy. “We have examples of candidates who ran forward on climate, they ran forward on clean energy, and they still won last night in some tough toss-up districts,” she said.
Ricketts also pointed to signs that climate policy itself is popular. In Washington, a ballot measure that would have repealed the state’s emissions cap-and-invest policy failed. “The vote returns aren’t all in, but that initiative has been obliterated at the ballot box by voters in Washington State who want to continue that state’s climate progress,” he said.
But the enduring popularity of climate policy in Democratic states is not a given. Though the measure to overturn Washington’s cap-and-invest law was defeated, another measure that would revoke the state’s nation-leading policies to regulate the use of natural gas in buildings hangs in the balance. If it passes, it will not only undo existing policies but also hamstring state and local policymakers from discouraging natural gas in the future. In Berkeley, California, the birthplace of the movement to ban gas in buildings, a last-ditch effort to preserve that policy through a tax on natural gas was rejected by voters.
Meanwhile, two counties in Oregon overwhelmingly voted in favor of a nonbinding ballot measure opposing offshore wind development. And while 2024 brought many examples of climate policy progress at the state level, there were also some signs of states pulling back due to concerns about cost, exemplified by New York Governor Kathy Hochul’s major reversal on congestion pricing in New York City.
The oft-repeated hypothesis that Republican governors and legislators might defend President Biden’s climate policies because of the investments flowing to red states is also about to be put to the test. “I think that's going to be a huge issue and question,” Barry Rabe, a public policy professor at the University of Michigan, told me. “You know, not only can Democrats close ranks to oppose any changes, but is there any kind of cross-party Republican base of support?”
Josh Freed, the senior vice president for the climate and clean energy program at Third Way, warned that the climate community has a lot of work to do to build more public support for clean energy. He pointed to the rise of right-wing populism around the world, driven in part by the perception that the transition away from fossil fuels is hurting real people at the expense of corporate and political interests.
“We’ve seen, in many places, a backlash against adopting electric vehicles,” he told me. “We’ve seen, at the local county level, opposition to siting of renewables. People perceive a push for eliminating natural gas from cooking or from home heating as an infringement on their choice and as something that’s going to raise costs, and we have to take that seriously.”
One place Freed sees potential for continued progress is in corporate action. A lot of the momentum on clean energy is coming from the private sector, he said, naming companies such as Microsoft, Amazon, and Google that have invested considerable funds in decarbonization. He doesn’t see that changing.
A counterpoint, raised by Rabe, is those companies’ contribution to increasing demand for electricity — which has simultaneously raised interest in financing clean energy projects and expanding natural gas plants.
As I was wrapping up my call with Ricketts, he acknowledged that state and local action was no substitute for federal leadership in tackling climate change. But he also emphasized that these are the levers we have right now. Before signing off, he paraphrased something the writer Rebecca Solnit posted on social media in the wee hours of the morning after the electoral college was called. It’s a motto that I imagine will become something of a rallying cry for the climate movement over the next four years. “We can’t save everything, but we can save some things, and those things are worth saving,” Ricketts said.