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Pour one out for the weird ones.

Hyundai’s Ioniq 6 electric car was meant to look out of time. When the Korean brand introduced the EV in 2022 to fill out another numeral in its 1 to 9 Ioniq series, it called the long, curvy car a “streamliner,” a nod to the trains and autos of the 1930s meant to maximize their aerodynamic features. It certainly didn’t look like the indistinguishable tall crossovers that rule American roads.
But now, it’s dead — in America at least. Hyundai announced in March that it would discontinue the 6 in the United States, though its Ioniq 6N performance version, as well as the brand’s more popular Ioniq 5 and giant Ioniq 9, would soldier on.
Ioniq 6 is the latest victim of the big EV contraction. Carmakers that expanded their lineups of electrified cars to meet a new era are hastily whittling away many of those models as America’s EV market struggles to find its footing. Unfortunately, the growing list of disappearing EVs contains some of the fun and quirky models that were set to make our highways more than a little bit more interesting.
Hyundai’s sibling brand, Kia, said it would pause indefinitely the EV6 GT, the souped-up performance edition of its electric compact crossover. The much-ballyhooed Volkswagen ID.Buzz, while not officially canceled, is taking a gap year. VW says the modern, all-electric revival of the classic VW bus will quit production in 2026, as the brand plans to sell the inventory it has on hand while trying to put out a new and better version for 2027. Acura’s first production EV, Chevy’s futuristic delivery van, the electric version of the Dodge Charger muscle car and Land Rover 4x4 — they’re all delayed.
Cars die. Models get old and enthusiasm for them wanes. Sometimes, the audience never materializes the way the carmaker imagined. Markets change and vehicles get left behind. In the case of EVs, automakers prepared for the future promised by the 2022 Inflation Reduction Act by announcing aggressive timetables to electrify their lineups and creating an array of new battery-powered models. In the Trump timeline, that future did not arrive.
The result has been an American EV landscape with a short list of clear winners — Tesla’s Model 3 and Model Y, the Chevy Equinox EV, Ford Mustang Mach-E, and Hyundai Ioniq 5 make up the top 5 in the U.S. — and also a long list of models that have yet to find a footing. Many sell fewer than 10,000 vehicles annually. A winnowing was due, and that’s perfectly natural in a new and rapidly evolving market like electric cars in America. The unfortunate part is that much of the winnowing we’re seeing now is unnatural, brought on by the Trump administration purposefully squeezing the EV industry, sending automakers fleeing for safety.
Take the Chevy Bolt, among the most jarring cancellations. We published our test drive of the new car just this month, and already its days are numbered. General Motors says it will stop Bolt production in mid-2027, so it can build a Buick gas-powered crossover at the Bolt’s Kansas factory and avoid Trump’s tariffs on the previously built-in-China Buick. Bolt, reminiscent of fun economy cars of old in its size and style, could be a cheeky and affordable option in a world where roiling oil prices make more Americans electric-curious. Barring a surge of interest that changes GM’s mind, it’ll last just a year and a half.
Honda, whose only mass market EV in America was the successful Prologue — an ordinary crossover built on a platform borrowed from GM — was set to introduce a striking 0 Series electric vehicle that doesn’t particularly resemble anything on sale here. Now the Japanese car giant says it will kill that and two other made-in-the-U.S.A. EVs before they even start production. (It also axed the Afeela EV, a promised joint project with Sony.) In so doing, Honda is taking on the same kind of multi-billion-dollar loss as GM and Ford as they retool their businesses to back away from EVs.
One thing remains certain: Electrification is coming to America, no matter how much the current contraction slows down the pace. But if EV sales slow, the market may not be big enough to accommodate niche vehicles that could survive on a slice of a bigger pie. In that way, America’s electric vehicle market could look strikingly like America’s gasoline vehicle market, where crossovers and SUVs have crowded out the other shapes and varieties we used to drive.
Maybe that’s a sign of maturity. At the dawn of this EV era, automakers clearly felt their EVs had to scan as futuristic, fun, and distinct from the gas cars people knew. As they come of age, EVs are getting more ordinary, which might be aesthetically depressing but could also be good news for the climate benefits the country could realize if EVs reach truly mass adoption.
There’s reason for hope that EVs could stay weird. Many of the disruptions listed above are pauses, not outright cancellations. No matter how cool the car may look or how much flamboyant nostalgia an electrified version of the VW bus may inspire, the $60,000 starting price of the ID.Buzz was always going to be a dealbreaker. If production and battery costs come down, it could be a different story for Volkswagen.
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On Trump’s dubious offshore wind deal, fast tracks, and missed deadlines
Current conditions: At least eight tornadoes touched down Wednesday between central Iowa and southern Wisconsin, and more storms are on the way • Temperatures in Central Park, where your humble correspondent sweltered in a suit jacket yesterday afternoon, hit 90 degrees Fahrenheit, shattering the previous record of 87 degrees • Mount Kanloan, a volcano on the Philippines’ Negros island, is showing signs of looming eruption with dozens of ash emissions.
The Trump administration appears to be tapping an essentially bottomless but highly restricted pool of federal money at the Department of Justice to pay the French energy giant TotalEnergies the $1 billion the Department of the Interior promised in exchange for abandoning two offshore wind projects. Heatmap’s Emily Pontecorvo got her hands on a document that suggests the fund, which is typically reserved for helping federal agencies pay out legal settlements, may have been improperly used for the deal. Tony Irish, a former solicitor in the Department of the Interior who unearthed a letter in the public docket from his former agency to TotalEnergies and shared the document with Emily, told her that the terms of the French energy giant’s lease are such that a lawsuit requiring monetary damages couldn't have been reasonably imminent. Without that, there would be no credible reason to dip into the Judgment Fund for the payout.
This morning, Emily published another banger. While listening to Secretary of Energy Chris Wright speak before the House Appropriations Committee Wednesday, she noticed the cabinet chief say that “well over 80%” of the 2,270 awards reviewed by agency were now moving forward. But there are “big holes” in that number, which doesn't account for several grants to blue states that a judge mandated be reinstated, or for energy efficiency rebates that are still in limbo.
Louisiana’s Public Service Commission voted 4-1 to fast-track a proposal from Facebook-owner Meta and the utility Entergy to build seven new gas-fired power plants, in a $16 billion investment into fossil fuel infrastructure. The project is, according to the watchdog group Alliance for Affordable Energy, one of the largest single power requests in state history. The timeline established under the vote today requires a final vote on the application by December.
The federal government, meanwhile, is getting interested in how much power data centers use. The Energy Information Administration is planning to implement a mandatory nationwide survey of data centers focused on their energy use, Wired reported, calling the move the first such effort to collect basic data on the server farms’ power demands.

Super Typhoon Sinlaku slammed into the Northern Mariana Islands as the most powerful storm on Earth so far this year, plunging the U.S. territory into darkness. It’s unclear just how many of the remote Pacific archipelago’s 45,000 residents lost grid connections amid the storm. But reports indicate island-wide blackouts. Local officials told the Associated Press it could take weeks to restore power and water service across the territory. Even if cellphones were charged, Pacific Daily News reported that wireless networks were overloaded and slow throughout the storm. Saipan, the capital, and neighboring Tinian were plunged into “total darkness,” according to Pacific Island Times.
The incident highlights the particular risk that the five populated U.S. territories face from extreme weather. All five — Puerto Rico and the U.S. Virgin Islands in the Caribbean; Guam, the Northern Mariana Islands, and American Samoa in the Pacific — are island chains vulnerable to hurricanes, typhoons, and rising seas. And all five depend on increasingly costly imports of oil and gas to generate electricity. This September will mark nine years since Hurricane Maria laid waste to Puerto Rico’s aging grid system.
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Over at NOTUS, reporter Anna Kramer found that the Interior Department “has blown past a congressionally-mandated deadline to report its progress on energy projects.” Per a letter from Senate Democrats, the agency failed to submit two required reports to Congress on its reviews and approvals of energy projects, which wind and solar developers say reflects the administration’s ongoing de facto embargo on permits for renewables.
Overall, 2025 was a worse year for zero-emissions trucks than 2024. Annual total registrations of medium- and heavy-duty vehicles that don’t run on gasoline or diesel fell by 7.6%, according to new data from the International Council on Clean Transportation. But the decline wasn’t uniform across all segments: The medium-duty truck, such as a box truck or a delivery truck, saw a 61.7% surge in zero-emission vehicle registrations year over year. That held even as buses fell 32.8% and heavy-duty trucks, such as flatbeds and dump trucks, declined 20.7%.
The times, they are a-changing over at the Natural Resources Defense Council. Once a stalwart opponent of nuclear power and supporter of stricter and more onerous environmental rules, the conservation-focused litigation nonprofit first embraced the need to restart existing nuclear plants, in a major shift. Now the NRDC has thrown its weight behind permitting reform, calling on lawmakers to speed up the process for approving clean energy projects. Green groups like NRDC once derided an overhaul of the landmark U.S. environmental laws as a deregulatory assault on nature. What’s going on here? The Foundation for American Innovation’s Thomas Hochman put it simply: “Vibe shift.”
The Secretary of Energy told Congress that his agency had completed its review of Biden-era funding commitments.
Secretary of Energy Chris Wright testified in front of the House Appropriations Committee on Wednesday to defend his agency’s proposed 2027 budget. Under questioning from Democrats, Wright told the committee that his department’s review of Biden-era funding, announced in May 2025, had “finally come to a completion.”
“Well over 80%” of the 2,270 awards reviewed were moving forward, he said. Some would proceed as originally conceived, while others would be modified. “We have finished that effort, and we are keen to move forward with the majority of the projects which did pass, either straight up or through restructuring,” he testified.
But that assertion obscures the level of uncertainty that remains about the funding.
To back up his statement, Wright sent Congress a list of grants titled “Retain/modify,” which named roughly 1,950 awards — a number consistent with his “well over 80%” of 2,270 number.
But there are big holes in the data. As one example, in January, a federal judge ruled that DOE had to reinstate seven awards the agency terminated last year, ruling that the agency’s targeting of awards in blue states violated Constitutional protections against discrimination. But just one of those seven awards — which should all theoretically be “retained” — is on the list sent to Congress this week. (The single retained award is a nearly $20 million grant for Colorado State University’s Methane Emissions Technology Evaluation Center.)
Meanwhile, 18 other awards that were terminated as part of that same targeting on blue states, but which were not named in the court case, are on the new list. In other words, 18 awards that had been publicly deemed “terminated” and were not reinstated by a judge have been cleared to progress.
Wright’s stats are also misleading in that the new list doesn’t include any of the funding the DOE is statutorily required to pay out to states based on pre-set formulas, such as funding for long-established Weatherization Assistance Programs or the home energy retrofit programs created by the Inflation Reduction Act, which also fell victim to the agency’s review. As I reported last summer, many states were stuck in a holding pattern waiting for the DOE to respond to their applications for the IRA rebate funding.
During the hearing, Representative Debbie Wasserman Schultz of Florida asserted that the agency was still withholding more than $345 million in funds for her state’s energy efficiency rebate programs. Representative Rosa DeLauro of Connecticut raised the same issue.
Wright told DeLauro that the timing for releasing the funds was “in the near future,” and could be as soon as a few weeks away. Later, when Wasserman Schultz pressed him again, Wright said he didn’t know when the funds would be released.
“I do not have a specific answer to that at the tip of my tongue,” Wright said. “I know a lot of these broad scale rebate programs, we’ve gone through to look at carefully, to make sure we get rid of fraud on these things …”
“$345 million is a lot of damn money,” Wasserman Schultz said, cutting him off. “And $8,000 to $14,000 grants are the kinds of things that help struggling homeowners dealing with high electric bills to try to reduce those costs. I would think that you would know at least something about what I’m talking about when you are withholding that much money.”
In response, Wright argued that there was “an incredible amount of fraud” in the programs and “DEI stuff put in,” referring to diversity, equity, and inclusion programs, against which the Trump administration has mounted a crusade. The rebate programs were specifically designed by Congress, in statute, to help lower- and moderate-income households afford home upgrades like heat pumps.
Wright did not provide any information to Congress about which projects were being “modified” versus approved as-is, or describe how the “modified” projects were changing course. He did, however, indicate that the agency was still open to reconsiderating grants that had been terminated. During the hearing, Representative Mike Levin of California brought up his state’s canceled ARCHES hydrogen hub, which had been eligible for up to $1.2 billion in DOE funding. He asked whether Wright would “commit to engage in good faith” with the hub’s leadership, who “want to work collaboratively with you.”
“Absolutely,” Wright replied. He said that the ARCHES hub failed to prove it had a viable pathway to meet its cost goals, but that he was “absolutely open for that dialogue.”
Rob follows up on his scoop with Jack Andreasen Cavanaugh of Columbia University’s Center on Global Energy Policy.
For the past few years, Microsoft has basically carried the carbon removal industry on its shoulders. The software company has purchased 72 million tons of carbon removal, more than 40 times what any other organization has financed, according to third-party sources.
Now it’s pulling back. As we reported last week, Microsoft has told suppliers and partners that it’s pausing new purchases. Though the company says that its program “has not ended,” even a temporary pullback will have significant implications for the nascent carbon removal industry. What happens next for these companies? And is a bloodbath on the way? On this week’s episode of Shift Key, Rob speaks to Jack Andreasen Cavanaugh from Columbia University’s Center on Global Energy Policy about Microsoft’s singular importance and what could come next.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from their conversation:
Jack Andreasen Cavanaugh: To your original question about where to go forward from now, you could have another surplus of what you just described come up — climate commitments could kick back up again, and we would just do this whole thing over again. We would run it back, and we would be having this conversation, you know, five years from now, or whenever that is. And the way to hedge against that from happening — and to some extent stop it from happening — is to have federal governments across the globe pass durable policy that either compels the regulation or incentivizes the deployment of carbon dioxide removal. And that ... because carbon dioxide removal — outside of the co-benefits of some pathways, which are fantastic, just removing carbon from the atmosphere for pure carbon’s sake is the tragedy of the commons in a single climate technology entity. Like, this is something that will need federal support in the long run, to some extent, in a way that other climate technologies don’t. That’s true of most of the carbon management world, but it is uniquely true of CDR.
Robinson Meyer: But it’s a form of waste management. Trash and recycling also require ongoing government support. Now, at this point, it tends to come from the state and local level. But governments still pay to handle waste. That’s part of what we expect governments to do. It’s just that this waste happens to be in the atmosphere and requires a particularly high form of technology to dispel.
Cavanaugh: Yeah, it’s a very costly trash pickup service. And it also is contingent upon people caring about the trash. There is a relatively large constituency around the world that is unconvinced that the trash is an issue. And that is the big challenge.
You can find a full transcript of the episode here.
Mentioned:
Our initial Friday story: Microsoft Is Pausing Carbon Removal Purchases
Jack’s take: The Private Sector Built the Market, Time for Us to Scale It
Heatmap’s Emily Pontecorvo on Ctrl-S, the startup trying to save CDR intellectual property
This episode of Shift Key is sponsored by ...
Lunar Energy is building the technology to turn homes into active participants in the power system. Learn more about Lunar’s vision of the future at lunarenergy.com.
Music for Shift Key is by Adam Kromelow.