You’re out of free articles.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Here’s what we know so far, including what’s changed since last year.

The Biden administration announced final new emissions standards for cars on Wednesday, significantly curtailing both the carbon dioxide and the toxic soot and chemicals that spew from the tailpipes of the nation’s light- and medium-duty vehicles.
With that, Biden is checking off one of the two most important pieces of unfinished climate business he has left on his first term to-do list. The rules tighten pollution limits gradually over six years, beginning in 2027. In concert with other Biden policies including consumer tax credits for electric vehicles purchases, initiatives to build out charging infrastructure, and support for domestic manufacturing, the standards will help accelerate the transition to electric vehicles that is already well underway.
Transportation is responsible for more planet-warming emissions than any other part of the U.S. economy. To get the country on the path of reaching net zero emissions by 2050, as Biden has set out to do, curbing car emissions is unavoidable.
When the rules were originally proposed last year, we wrote that they would “roughly halve carbon pollution from America’s massive car and truck fleet, the world’s third largest, within a decade.” That’s still broadly the case, even though the final version features one big change: Automakers will now have more time to cut emissions from their fleets. They will still have to achieve the same standard in 2032 as what was originally proposed, but they can transition to it more slowly.
Ahead of the official release, senior administration officials downplayed the significance of the slower rollout. They argued that giving automakers, dealers, and labor unions more time in the near-term would make for a sturdier rule, and that the cumulative emissions benefits of the final standard converge with the original proposal. At a White House event on Wednesday, members of the president’s climate team built on that message, framing the new rules not as a government mandate but rather as a tool to give consumers more of what they already want. “We are witnessing a technological revolution driven by the markets,” Environmental Protection Agency administrator Michael Regan proclaimed.
Also speaking at the event was John Bozzella, head of the Alliance for Automotive Innovation, which represents most U.S. automakers, including the Big Three. Bozzella praised the administration for heeding the industry’s concerns over the original proposal’s rapid phase-in and said the new rules were “much improved” from what had initially been proposed. “Pace matters to automakers,” he said. “It certainly matters to consumers.”
The full rule was released mid-day Wednesday, and we’re digging through it to find out exactly what else has changed. But here’s what we know so far.
The rules strengthen greenhouse gas emission limits, in terms of grams of CO2 per mile, that automakers will have to adhere to, on average, across their product lines. They also tighten limits on dangerous pollutants, including particulate matter — the tiny bits that make up soot — and nitrogen oxides.
This chart shows how the cuts in the final rule compare to those proposed in the draft rule. The version released last April required automakers to make steeper reductions to carbon emissions in the first three years, while the final rule allows for a more gradual reduction.
No. They are what’s called technology-neutral standards, meaning that automakers have options for how to comply with them. Since automakers have to meet the emissions targets on average across their fleets, rather than for each vehicle, it’s likely they’ll produce a range of options in 2032, including plug-in hybrids, regular hybrids, and even some gas cars with improved efficiency — though their fleets will probably have a much higher proportion of EVs than they do now.
While that generally hasn’t changed from the preliminary rule, the Biden administration’s messaging around it has.
When it released the initial proposal, the EPA emphasized that the least-cost path to achieving the standards would be for about two-thirds of new vehicles sold in 2032 to be electric. Although this was just one potential scenario, it was widely interpreted as a target or even a mandate — particularly by Biden’s political opponents.
On Tuesday, administration officials said that the two-thirds finding had been based on limited data. The EPA now estimates that EVs may make up anywhere between 30% and 56% of new light-duty sales from model years 2030 to 2032.
By 2032, the light-duty fleet on offer from automakers will emit half as much carbon as vehicles on the market in 2026.
The EPA estimates that these rules will avoid 7.2 billion metric tons of carbon from 2027 to 2055, which accounts for the vehicles’ full lifetime on the road. That’s slightly less than the 7.3 billion metric tons the initial proposal would have avoided.
The rules will change the mix of vehicles sold by automakers, encouraging dealers to sell more hybrid, plug-in hybrid, and battery electric vehicles. They’re also expected to save Americans roughly $62 billion in fuel costs and avoided maintenance costs, since the EPA assumes that EVs are still cheaper to operate and maintain. On average, a consumer will save about $6,000 over the lifetime of a 2032 vehicle compared to one sold in 2026, according to the agency.
The tailpipe rule will likely increase the cost of building each vehicle, which could translate into higher prices for consumers. However, state and federal tax incentives — as well as the cheaper cost of operating and fueling EVs — will offset that increase.
The rules are projected to deliver major health and environmental benefits to the public. The EPA estimates they will produce $37 billion in benefits from improved public health and climate mitigation, including avoided hospitalizations and premature deaths.
This is what the EPA was created to do — use the best available science to protect human health and the environment. But even after decades of improvements in air quality, there is still a lot of room for improvement. More than one third of the population still live in places with unhealthy levels of ozone or particulate pollution, according to The American Lung Association’s most recent “ state of the air” report. The risks are deeply unequal, with people of color making up half of those exposed. The report also noted that climate change is making it harder to protect people, as heat, drought, and wildfires increasingly lead to spikes in these pollutants. Altogether, ozone and particulate matter are responsible for more than 60,000 premature deaths annually, according to the Health Effects Institute, a nonprofit, independent research organization funded by the EPA and automakers.
Officials stressed that EV sales are already shattering analyst predictions, prices are dropping, and product availability is growing. They see this rule as part of a larger ecosystem of policies — including those in the Inflation Reduction Act, the Bipartisan Infrastructure Law, and the CHIPS and Science Act — that are revitalizing American manufacturing and creating jobs while also contributing to the global fight against climate change. The EPA’s press release notes that companies have announced more than $160 billion in domestic clean vehicle manufacturing, and that the auto manufacturing sector as a whole has added more than 100,000 jobs since Biden took office.
The administration is also, perhaps less loudly, selling the pollution standards as a path to freedom from fossil fuels. During the press call Tuesday, a senior administration official said the rules would enable consumers to break loose from the oil industry’s grip on how we get around and how much it costs us.
The new rules kick in for cars in model year 2027, which will go on sale in 2026 and are being designed right now. Although the Biden administration has suggested that the new rules have won the support of the car industry — including automakers, labor unions, and dealerships — it could still face a court challenge from attorneys general in Republican-controlled states. Republican officials have repeatedly sued to block the Biden administration’s climate policies.
It’s unclear how the Supreme Court would respond to such a challenge. Although the Court has long backed the EPA’s ability to limit climate pollution from cars and trucks, its hard-right majority has recently rolled back what were once thought to be bedrock environmental laws. In this term alone, the Court seems likely to restrict the EPA’s ability to regulate toxic air pollution while sweeping away a central legal doctrine of environmental regulation.
Editor’s note: This story has been updated to reflect the White House event announcing the new rules.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
BAAJA would likely help speed up the U.S. transmission buildout, but there’s a chance we’re undercounting the benefits.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
As you may have seen, my colleague Emily Pontecorvo and I got the first look at the Rhodium Group’s analysis of what the bipartisan permitting bill will do to emissions.
You can read our story at Heatmap. The upshot is that the bill’s most significant provisions are likely neutral for climate change in a worst-case scenario — and could, in more optimistic scenarios, help reduce emissions. (Those scenarios aren’t about how the bill will be interpreted, to be clear, but about what might happen in the broader energy economy — with economic growth, for instance, or oil prices — that will feed back into the emissions math.)
I won’t give away much more about our story, but there is one irony I want to note about the Rhodium study and the broader morass of American electricity policy. One of the Rhodium study’s big findings is that BAAJA will help expand the transmission system. Power lines are essential for decarbonization because they move electricity from the country’s sunniest and windiest places to its cities, towns, and suburbs.
BAAJA will help transmission both because the law affirmatively expands the power grid and because the bill’s changes to environmental review law could help power lines. Today, for instance, it takes twice as long on average to conduct a federal environmental impact study for transmission lines as it does for pipelines, according to Rhodium data. All in all, the Rhodium analysis estimates BAAJA could increase the amount of new transmission capacity added per year by 167% to 262% nationwide, compared to the average rate over the past decade.
Which is very interesting. But it’s worth noting that the Rhodium analysis may — emphasis on may — undercount the bill’s transmission benefits. This is because the Rhodium authors did not have time to conduct a full network study of the U.S. transmission system, which would take into effect the grid’s physical footprint, power flows, and existing bottlenecks. Instead, they looked at power supply and demand within the context of the broader U.S. energy system.
That’s a reasonable decision; indeed, it was probably the only decision they could make. Because of how energy system models work, a more fulsome analysis might have taken weeks to complete, not to mention a very large amount of money and computational power. When the National Renewable Energy Lab studied how quickly Los Angeles could switch to 100% renewable energy earlier this decade, for instance, it ran such a study, modeling every transmission line and substation in LA. Its supercomputer wound up churning through more than 100 million simulations; the research effort took three years. If the Rhodium analysts had done even a fraction as much work to examine what BAAJA would mean for the country’s power grid, then they would have of course finished their analysis well after the window to vote on BAAJA would have closed.
One of the ironies here is that while the LA 100 study was particularly exhaustive, we actually require clean energy projects to conduct similar studies all the time. Right now, one of the primary reasons it takes so long to hook up a new power plant to the grid is that it has to undergo an interconnection study in many parts of the country. In those regions, a new solar farm or battery project can’t connect to the grid until operators study its effect on grid congestion everywhere else.
As it happens, BAAJA aims to fix this process, allowing power plants to join the grid in batches.
I want to note the irony that a process we mandate for the power sector is actually too slow to deliver speedy policy analysis to legislators. If Rhodium had tried to study BAAJA the way we make power plants study the grid, then it never would have delivered its verdict in time. If you think Congress is slow, in other words, you should meet the electricity sector.
Current conditions: The Pineapple Express, an atmospheric river originating in the Pacific near Hawaii, is arriving in the Southwest laden with heavy rain that’s set to flood the region • Indonesia has the worst air quality in the world as forest fires rage along Sumatra’s southern coast • A cross-country storm will soak much of the United States on Tuesday’s Election Day.
The Senate’s grand compromise to simplify federal permitting on energy projects would likely drop emissions slightly as the benefits to accelerating deployments of clean energy infrastructure outweigh the boost the legislation could give to fossil fuels. Even under the worst-case scenario, emissions remain on the same trajectory as today. That’s according to a hotly anticipated new analysis by the Rhodium Group, the consultancy whose U.S. emissions estimates are among the most widely cited in American politics. The report, shared first with my colleague Emily Pontecorvo, found that provisions in the Bipartisan American Affordability and Jobs Act largely counteract each other on climate. The bill makes building transmission lines much easier, a key step to patching more renewables onto the grid. But it also makes new gas pipelines simpler to permit, clearing the way for a buildout of the infrastructure for the fossil fuel already dominating U.S. electricity and heating systems. Still, under the best-case scenario, the legislation could cut U.S. economy-wide emissions by 5% below where they would otherwise go in 2040. The bill could also slash energy bills by $78 per year and support construction of more than 200 gigawatts of clean energy capacity, as compared to a world where it didn’t pass. The Rhodium report is at least the second analysis yet to find that the bill could modestly lower emissions. The first, as I reported last week, came from the think tank Resources for the Future, which saw a slight drop in power-sector emissions relative to a world without BAAJA.
If overhauling national permitting rules to make building green energy infrastructure easier doesn’t work to lower emissions, traditional negotiations in favor of regulations that can deliver cuts looks no more promising. Two weeks of United Nations-led talks in Armenia ended Saturday without a settled approach to meeting 2030 deadlines for preserving more nature. “We don’t need to spend more to close the biodiversity funding gap, we need to spend better,” Marina Von Weissenberg, a Finnish senior ministerial advisor, said in a statement. “Governments have a real opportunity here to reshape public spending with future generations in mind, but they can’t do it alone. International coordination is key to giving governments the confidence to lead change.”
Last week, my colleague Katie Brigham published a detailed feature highlighting China’s tightening grip over the global supply chain for electrolyzers, the technology that zaps water with electricity to separate the molecule’s hydrogen from its oxygen and harvest the former as fuel. Keen readers of this newsletter recognize the story. Even before the Iran War, China had beefed up its public support for green hydrogen and related technologies. After the conflict constricted the flow of oil through the Strait of Hormuz, the People’s Republic redoubled its efforts. Quite literally. New data from the National Energy Administration shows that investments into the hydrogen industry doubled in the first nine months of this year, according to Hydrogen Insight.
Fermi America went public in a gangbusters initial public offering last year as the company, with a board of directors including former Texas governor and U.S. Secretary of Energy Rick Perry, pledged to build the world’s largest data center and power the facility with gas and four large-scale Westinghouse AP1000 nuclear reactors. In April, the chief executive and chief financial officer quit. The board room drama continued into the next month. The company’s stock recovered somewhat over the summer as investors bet on a turnaround pegged to a series of deals with companies looking to lease space on its future servers. But fresh chaos enveloped the startup Friday when The Texas Tribune reported that Perry had failed to earn enough support from the board of directors to win reelection to his seat.
In a statement posted to X on Friday evening, Fermi said that neither Perry nor investor Jeffrey Stein had been removed from the company’s board. “In fact, both Governor Perry and Jeffrey Stein received a majority of the votes cast by shareholders,” the statement read. “Let’s be clear: Governor Perry and Mr. Stein remain members of Fermi’s Board of Directors and will continue serving until their successors are duly elected. Both remain eligible for reelection.”
Sign up to receive Heatmap AM in your inbox every morning:

If you thought the fine particulate matter from last year’s catastrophic Los Angeles firestorm was bad, you weren’t thinking imaginatively enough about just how dangerous all that airborne material could be. A new study published in the journal Science Advances suggests that upward of 7 million people were exposed to high levels of airborne lead and other toxic metals released when homes and vehicles caught flame. The January 2025 Eaton inferno that destroyed more than 9,400 buildings and killed 19 people spewed 80 times the normal concentration of lead found in the atmosphere through a plume that settled over 70% of the Los Angeles metropolitan area. “I can envision that in the future we have these evacuation zones for smoke exposure as well,” Haroula Baliaka, the study’s lead author, who was a PhD candidate at Caltech last year, told Bloomberg. “Unfortunately, this is not a one-time event. It’s a new reality and we need to adapt to it and we need to do it sooner rather than later.”
The findings come a week after a study published in JAMA Pediatrics showed a link between wildfire smoke exposure during pregnancy and autism diagnoses in children. The research from Rutgers University examined 893,212 mother-child pairs enrolled in Medicaid, with children born between 2007 and 2014. Each increase of 0.75 micrograms per cubic meter in average concentrations of wildfire-related air pollution during pregnancy was associated with a 30% higher risk of a subsequent autism diagnosis. Exposure in the second and third trimesters had the highest risk. “Wildfire smoke can travel far beyond the communities where fires are burning, and exposure may occur even when smoke is not visible,” Stefania Papatheodorou, an epidemiologist at the Rutgers School of Public Health and lead author of the study, said in a press release. “Our findings highlight the importance of awareness of wildfire events and their potential effects on air quality during pregnancy.”
The United Kingdom is building out more than 10 gigawatts of offshore wind as London looks to shore up its electricity supplies amid the global energy shock. But Chancellor of the Exchequer John Healey said he would veto any offshore wind projects that don’t lower bills. While clean power is “how we break the grip of international gas prices on our bills,” he said the infrastructure “has to come at the right pace, in the right places, with the grid to carry it.” The statement fueled what The Guardian called “concerns that the government is moving away from the pro-renewables agenda.”
Meanwhile, the U.S. midterms aren’t the only election this week. In Sunday’s runoff election, Bulgaria’s pro-Russian acting President Iliana Iotova appeared to eke out a victory over the former prime minister Andrei Gyurov, a pro-Western banker. Her win unites the government with her close ally, Prime Minister Rumen Radev, ensuring stronger support for the leader’s two signature energy policies. One, a plan to build a pair of Westinghouse AP1000s at the Kozloduy nuclear plant, is scheduled to advance to the next planning stage next year. The other, the easing of sanctions on Russian uranium to ensure a supply of fuel for the plant’s existing reactors, looks likely to continue under Iotova’s friendly diplomacy with the Kremlin.
William Nordhaus, the pioneering Yale University economist who won the Nobel Prize in 2018 for integrating climate change into macroeconomic analysis, has died at 85 following a battle with an aggressive form of brain cancer. His nephew, Ted Nordhaus of the Breakthrough Institute, referred to his father, Robert Nordhaus, as “the original environmental lawyer and Bill as the original environmental economist,” he wrote in a blog post after his uncle’s passing. “It is safe to say that the Nordhaus brothers were doing environmental law and economics, respectively, long before either label existed. Not bad for two kids who grew up in the intellectual hotbed of Albuquerque, New Mexico, population 40,000, during and after the second world war.” Their legacies are something of the Nordhaus family brand: Pragmatism. May his memory be a blessing.
Even in the worst-case scenario, BAAJA wouldn’t increase emissions, an analysis by the Rhodium Group concludes.
The bipartisan permitting reform bill is likely to slightly cut greenhouse gas emissions and lower electricity bills by 2040 — or at worst leave emissions on the same trajectory that they are on today — as compared to the status quo, according to a new analysis of many of its provisions by the Rhodium Group, an independent research firm.
The analysis examines the policies in the Bipartisan American Affordability and Jobs Act, or BAAJA, that would have the most-clear cut effects on climate pollution and the energy system. It is the most comprehensive account of the bill’s effects on emissions so far, although it does not examine all of its provisions.
The bill is hard to analyze because — unlike recent partisan energy bills, such as the Inflation Reduction Act or President Trump’s tax and spending bill — its effects on the climate are more ambiguous and often seem to counteract each other. BAAJA will make it easier to build not only long-distance transmission lines, which are essential for clean energy, but also natural gas pipelines, which can expand fossil fuel production.
Yet the climate benefits likely outweigh or balance out the harms, at least among the studied policies, the report finds. In the best case scenario, the bill could cut U.S. economy-wide emissions by 4%, reduce energy bills by $78 per year, and drive more than 200 gigawatts of new clean energy capacity by 2040, compared to status quo policy. In a worst case scenario, greenhouse gas emissions would remain unchanged on their current trajectory.
The results should be viewed as more directionally instructive than a precise accounting of the legislation, Ben King, an energy and climate director at Rhodium, told me.
“We don’t see emissions increasing because of the bill,” King said. “This bill should drive some emission reductions, it should drive some more clean energy on the grid, and it should drive electricity bills down. And given the complexity of the bill, that’s what we can say at this point.”
The analysis does not look at the bill’s permitting certainty provisions, which Democrats initially sought to stop President Trump’s war on wind but have become one of its thorniest sections. Rhodium’s modeling is also a crude tool for assessing transmission policy, since the model can look only at economic inputs such as supply and demand, and not the physical reality of the U.S. grid, such as where transmission lines run or where the bottlenecks are.
It is the second analysis to find that the bill could modestly lower carbon pollution. A more limited report focusing only on the power grid, published last week by the think tank Resources for the Future, found the legislation could cut electricity emissions by 6% while reducing electricity system costs by $350 billion through 2050.
The effects of the bill may sound small, but BAAJA is not a climate bill. It’s not engineered to reduce reliance on fossil fuels or boost clean energy technologies. Its overarching purpose is to address various federal bottlenecks that bog down America’s ability to build stuff, whether that’s a pipeline or a highway or a power line or a solar farm. So it’s not entirely surprising that it’s not expected to have a dramatic effect on emissions.
The reason it’s a priority for Senate climate champions is that many of its provisions are important precursors to decarbonizing the U.S. economy more quickly. By enabling faster expansion of the power grid, the bill would put the country in a much better position to transition to clean energy. After Joe Biden’s big climate bill, the Inflation Reduction Act, passed in 2022, Princeton University researchers found that the country’s slow buildout of transmission lines would be a major obstacle to gleaning the law’s benefits. Unless the country more than doubled the rate of transmission expansion, they wrote, more than 80% of the IRA’s emission reduction potential by 2030 would be lost.
BAAJA could nearly triple the build rate of high-voltage transmission, the Rhodium Group found, from an average of about 0.7 terawatt-miles added per year over the past decade to an average annual pace of 1.9 to 2.6 terawatt-miles through 2040. Because Republicans and President Trump have repealed so many of the IRA’s provisions, this won’t drive as much clean energy as the Princeton researchers expected, but Rhodium estimates that by 2040, BAAJA would help between 17 and 249 gigawatts of clean resources get built compared to a world without it.
The growing grid is the main reason why the bill cuts energy costs, because it enables more lower-cost resources to connect to the grid. The bill’s requirement that data centers pay the full cost of connecting to the grid also puts downward pressure on electricity rates.
“If your goal is to do climate policy in the future, this is an important down payment to making progress there,” King said.
The authors studied the bill’s provisions under a range of economic assumptions, including a “best case” scenario in which clean energy gets cheaper and easily outcompetes natural gas, and a “worst case” scenario where natural gas prices collapse and the inexpensive fuel keeps dominating the U.S. energy system.

The authors limited their analysis to the bill’s provisions that speed up transmission line and natural gas pipeline permitting. They assumed that when you make it easier to approve transmission lines, the lines get cheaper to build and get built more quickly. The same goes for gas pipelines. Then they looked at how the energy system would respond. Would we build more power plants? Would there be more natural gas production? Where will that gas go?
The caveats, aside from omitting the bill’s “project certainty” provisions, are that they did not account for policies that support geothermal energy, virtual power plants, advanced transmission technologies, or the ways in which the bill would reduce congestion on the grid — all of which could result in fewer emissions. At the same time, the modeling assumes that all of the data centers that get built between now and 2040 connect to the grid, even though today, many data centers are planning to run on inefficient off-grid natural gas plants. That means this modeling likely underestimates emissions from data centers. (Although the authors did a separate exercise that went deeper into data centers, which I’ll explain shortly.)
The report also limited its analysis to the United States. While the modeling found that liquified natural gas exports would increase by 8% to 15% under BAAJA, the authors did not account for how those exports could affect the energy mix or emissions in the rest of the world.
They found that the bill’s changes to the Clean Water Act and the National Environmental Policy Act would enable more gas pipeline development, which, in isolation, would increase emissions relative to a world without BAAJA. More pipelines means more production of oil and natural gas, which means higher methane and CO2 emissions throughout the fossil supply chain. Under a worst case scenario, they estimate a 4% increase in the amount of new gas capacity, although gas-fired generation as a whole increases by less than 1% in 2040. Even then, emissions would simply be flat compared to current expectations.
“On net, the emissions increases that we see there are outweighed by the emissions benefits that come from the transmission provisions of the bill,” King said.
The report also studied how BAAJA might affect data center emissions. Its “base case” scenario — which includes all the analysis I’ve shared with you so far — assumes data centers will make up about 17% of electricity demand by 2040. That figure already supposes huge growth in data center energy consumption, because data centers only use about 5% of U.S. electricity today.
But what if data center demand grows even faster than that? The authors modeled two additional scenarios to see what would happen if data center electricity demand instead accounted for more than a quarter of U.S. electricity demand in 2040.
While BAAJA would make it easier for data centers to connect to the grid, it also includes ratepayer protection provisions that would make it more expensive to do so — roughly 10% more for a 1 gigawatt data center, Rhodium estimates. Determining whether that will drive developers on-grid or off-grid was beyond the scope of the analysis, so the modelers looked at the two extremes — a world where all additional data center demand hooks up to the grid and one where none of it does.
For the on-grid scenario, whether or not that additional demand is met with mostly gas plants or cleaner sources largely depends on the price of fossil versus clean generation. But even if most of the demand was met by natural gas plants on the grid, emissions would still be 30% lower than if it was met by natural gas plants off the grid, Rhodium found.
Editor’s note: This article originally misstated the scope and timing of electricity systems savings in the Resources for the Future study. It has been corrected in this version.