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Even with Trump in the White House, we’ll still have electric vehicles.
It would be easy to feel down about the state of electric vehicles with an avowed EV foe set to reenter the White House. Yes, the election’s fallout will no doubt reshape the car market in the years to come. But in the short term, there’s good news in the form of the new slate of EVs already in the pipeline. For those looking to ditch their fossil fuel-burner for an electric model, there’s plenty to be excited about in 2025.
Having long since displaced the minivan and the sedan as America’s family car, the crossover is the most important piece of the electric car market, and the biggest seller. Next year, we’ll welcome a slew of new models.
Hyundai’s Ioniq EVs have been a hit, with the hatchback/crossover hybrid Ioniq 5 selling impressive numbers (more than 30,000 in the first three quarters of 2024) and the quirky Ioniq 6 sedan earning rave reviews. The Korean brand will be filling out more Ioniq numbers in the years to come, and 2025’s major arrival in terms of size and importance is the three-row Ioniq 9 SUV. The sharp-looking big boy joins the EV9 by Hyundai’s partner brand, Kia, in offering a more affordable EV for those who need to move six or seven people at a time.
The Hyundai Ioniq 9Hyundai
Audi was a pioneer offerer of EVs in America: The original Audi e-Tron came to the U.S. in 2019, when Tesla was just starting to sell the Model 3 and many legacy brands had yet to enter the electric market. That model’s 204-mile range looks puny and outdated by today’s standards, however. Next year, Audi is slated to roll out a much-anticipated update to the lineup with the Q6 e-tron (and its A6 e-tron sedan counterpart) delivering a respectable 350 miles of battery power.
The Audi Q6Audi
The EV startups are expanding their lineups, too. No, we won’t see the new, more affordable Rivians until at least 2026. Lucid, however, plans to inflate the successful Air sedan up to the size of a three-row SUV when it introduces the Gravity, which it claims will deliver 440 miles of range. The story is similar at Polestar, where the upcoming Polestar 3 SUV looks like an expanded version of the Polestar 2 sedan that’s been on sale for several years now.
Remember Chrysler? The erstwhile member of Detroit’s Big Three had withered to a brand that, in the U.S., sells only minivans and the obsolete 300 sedan. Stellantis (parent company of Chrysler, Ram, Jeep, and others) has pinned its hopes for an American revival on electrification, which includes an EV Chrysler crossover planned for 2025. It looks to be called the Airflow and will target the Ford Mustang Mach-E as its competitor.
The Chrysler AirflowChrysler
The same is true of another decaying American giant. Cadillac, fresh off some success with the Lyriq EV (20,000-plus sold through Q3 2024), is pushing out a slate of electric vehicles in the hopes of reminding buyers of its former glory. The smaller Optiq, three-row Vistiq, and extravagant Escalade iq are soon to join the brand’s EV lineup, the latter bringing the icon of early 2000s wealth-bragging into the electric age.
The Cadillac Escalade iqCadillac
For those who swear by the go-anywhere potential of the true 4x4, battery power is a tough sell — there aren’t too many plugs in the backcountry. Yet as EV driving ranges get longer and EVs get more capable, the icons of off-roading are coming around.
Jeep, which has introduced plug-in hybrid models of some of its best-selling SUVs, is at last taking the all-electric plunge. No, you won’t be able to buy an EV Jeep Wrangler, which is still years away. (Stellantis is being cautious with its icon.) But we are on the cusp of having the Jeep Recon, a mid-size EV 4x4, as well as an EV version of the big, luxe Wagoneer called the Jeep Wagoneer S.
The Jeep Wagoneer SJeep
Wagoneer won’t be alone in the market for expensive luxury SUV EVs. Land Rover is telling anyone who’ll listen about the torture testing it is now performing on the upcoming Range Rover EV, subjecting prototypes to the 120-degree heat of the UAE’s desert. Arriving soon alongside the electric Range Rover is the battery-powered version of Mercedes-Benz’s G-Wagen, a $170,00 status symbol.
We may be on the cusp of seeing the titans of muscle embrace electricity. At last month’s L.A. Auto Show, Dodge’s machismo-dripping presentation of the Charger Daytona EVpromised the brawny battery-powered pony car would “save our planet … from all those lame, soulless, weak-looking, self-driving sleep pods.” With silent power that more than matches its combustion days, the Charger should win converts to the church of instantaneous electric torque. Oh, and in 2025, we just might get a look at the fully electric Chevy Corvette that’s in the works.
The Dodge Charger EVDodge
For those with no interest in dropping a wheelbarrow of cash on an electric sports car, fear not: The Chevy Bolt is coming back. The plucky, affordable Bolt was the best-selling non-Tesla EV when GM suddenly gave it the axe to focus on its Ultium EV platform. Chevrolet says it’ll release the new, Ultium-based Bolt in 2025, and that this version will feature faster charging and other bells and whistles lacking in the original car.
Finally, the most fascinating offering to come next year is the 2025 Ram 1500 Ramcharger, the first time range-extender EV technology comes to one of America’s best-selling vehicles. Like a normal EV, the Ramcharger has electric motors to propel it, a battery to store electricity, and can be plugged in to charge the battery, however, it also carries a gasoline engine that can turn on to recharge the battery when necessary. If this hopefully seamless version of a hybrid convinces America’s legion of truck buyers, it’ll go a long way toward advancing the pace of EV adoption.
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A conversation with VDE Americas CEO Brian Grenko.
This week’s Q&A is about hail. Last week, we explained how and why hail storm damage in Texas may have helped galvanize opposition to renewable energy there. So I decided to reach out to Brian Grenko, CEO of renewables engineering advisory firm VDE Americas, to talk about how developers can make sure their projects are not only resistant to hail but also prevent that sort of pushback.
The following conversation has been lightly edited for clarity.
Hiya Brian. So why’d you get into the hail issue?
Obviously solar panels are made with glass that can allow the sunlight to come through. People have to remember that when you install a project, you’re financing it for 35 to 40 years. While the odds of you getting significant hail in California or Arizona are low, it happens a lot throughout the country. And if you think about some of these large projects, they may be in the middle of nowhere, but they are taking hundreds if not thousands of acres of land in some cases. So the chances of them encountering large hail over that lifespan is pretty significant.
We partnered with one of the country’s foremost experts on hail and developed a really interesting technology that can digest radar data and tell folks if they’re developing a project what the [likelihood] will be if there’s significant hail.
Solar panels can withstand one-inch hail – a golfball size – but once you get over two inches, that’s when hail starts breaking solar panels. So it’s important to understand, first and foremost, if you’re developing a project, you need to know the frequency of those events. Once you know that, you need to start thinking about how to design a system to mitigate that risk.
The government agencies that look over land use, how do they handle this particular issue? Are there regulations in place to deal with hail risk?
The regulatory aspects still to consider are about land use. There are authorities with jurisdiction at the federal, state, and local level. Usually, it starts with the local level and with a use permit – a conditional use permit. The developer goes in front of the township or the city or the county, whoever has jurisdiction of wherever the property is going to go. That’s where it gets political.
To answer your question about hail, I don’t know if any of the [authority having jurisdictions] really care about hail. There are folks out there that don’t like solar because it’s an eyesore. I respect that – I don’t agree with that, per se, but I understand and appreciate it. There’s folks with an agenda that just don’t want solar.
So okay, how can developers approach hail risk in a way that makes communities more comfortable?
The bad news is that solar panels use a lot of glass. They take up a lot of land. If you have hail dropping from the sky, that’s a risk.
The good news is that you can design a system to be resilient to that. Even in places like Texas, where you get large hail, preparing can mean the difference between a project that is destroyed and a project that isn’t. We did a case study about a project in the East Texas area called Fighting Jays that had catastrophic damage. We’re very familiar with the area, we work with a lot of clients, and we found three other projects within a five-mile radius that all had minimal damage. That simple decision [to be ready for when storms hit] can make the complete difference.
And more of the week’s big fights around renewable energy.
1. Long Island, New York – We saw the face of the resistance to the war on renewable energy in the Big Apple this week, as protestors rallied in support of offshore wind for a change.
2. Elsewhere on Long Island – The city of Glen Cove is on the verge of being the next New York City-area community with a battery storage ban, discussing this week whether to ban BESS for at least one year amid fire fears.
3. Garrett County, Maryland – Fight readers tell me they’d like to hear a piece of good news for once, so here’s this: A 300-megawatt solar project proposed by REV Solar in rural Maryland appears to be moving forward without a hitch.
4. Stark County, Ohio – The Ohio Public Siting Board rejected Samsung C&T’s Stark Solar project, citing “consistent opposition to the project from each of the local government entities and their impacted constituents.”
5. Ingham County, Michigan – GOP lawmakers in the Michigan State Capitol are advancing legislation to undo the state’s permitting primacy law, which allows developers to evade municipalities that deny projects on unreasonable grounds. It’s unlikely the legislation will become law.
6. Churchill County, Nevada – Commissioners have upheld the special use permit for the Redwood Materials battery storage project we told you about last week.
Long Islanders, meanwhile, are showing up in support of offshore wind, and more in this week’s edition of The Fight.
Local renewables restrictions are on the rise in the Hawkeye State – and it might have something to do with carbon pipelines.
Iowa’s known as a renewables growth area, producing more wind energy than any other state and offering ample acreage for utility-scale solar development. This has happened despite the fact that Iowa, like Ohio, is home to many large agricultural facilities – a trait that has often fomented conflict over specific projects. Iowa has defied this logic in part because the state was very early to renewables, enacting a state portfolio standard in 1983, signed into law by a Republican governor.
But something else is now on the rise: Counties are passing anti-renewables moratoria and ordinances restricting solar and wind energy development. We analyzed Heatmap Pro data on local laws and found a rise in local restrictions starting in 2021, leading to nearly 20 of the state’s 99 counties – about one fifth – having some form of restrictive ordinance on solar, wind or battery storage.
What is sparking this hostility? Some of it might be counties following the partisan trend, as renewable energy has struggled in hyper-conservative spots in the U.S. But it may also have to do with an outsized focus on land use rights and energy development that emerged from the conflict over carbon pipelines, which has intensified opposition to any usage of eminent domain for energy development.
The central node of this tension is the Summit Carbon Solutions CO2 pipeline. As we explained in a previous edition of The Fight, the carbon transportation network would cross five states, and has galvanized rural opposition against it. Last November, I predicted the Summit pipeline would have an easier time under Trump because of his circle’s support for oil and gas, as well as the placement of former North Dakota Governor Doug Burgum as interior secretary, as Burgum was a major Summit supporter.
Admittedly, this prediction has turned out to be incorrect – but it had nothing to do with Trump. Instead, Summit is now stalled because grassroots opposition to the pipeline quickly mobilized to pressure regulators in states the pipeline is proposed to traverse. They’re aiming to deny the company permits and lobbying state legislatures to pass bills banning the use of eminent domain for carbon pipelines. One of those states is South Dakota, where the governor last month signed an eminent domain ban for CO2 pipelines. On Thursday, South Dakota regulators denied key permits for the pipeline for the third time in a row.
Another place where the Summit opposition is working furiously: Iowa, where opposition to the CO2 pipeline network is so intense that it became an issue in the 2020 presidential primary. Regulators in the state have been more willing to greenlight permits for the project, but grassroots activists have pressured many counties into some form of opposition.
The same counties with CO2 pipeline moratoria have enacted bans or land use restrictions on developing various forms of renewables, too. Like Kossuth County, which passed a resolution decrying the use of eminent domain to construct the Summit pipeline – and then three months later enacted a moratorium on utility-scale solar.
I asked Jessica Manzour, a conservation program associate with Sierra Club fighting the Summit pipeline, about this phenomenon earlier this week. She told me that some counties are opposing CO2 pipelines and then suddenly tacking on or pivoting to renewables next. In other cases, counties with a burgeoning opposition to renewables take up the pipeline cause, too. In either case, this general frustration with energy companies developing large plots of land is kicking up dust in places that previously may have had a much lower opposition risk.
“We painted a roadmap with this Summit fight,” said Jess Manzour, a campaigner with Sierra Club involved in organizing opposition to the pipeline at the grassroots level, who said zealous anti-renewables activists and officials are in some cases lumping these items together under a broad umbrella. ”I don’t know if it’s the people pushing for these ordinances, rather than people taking advantage of the situation.”