You’re out of free articles.
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:
It would be a gamechanger for EV adoption — and for the electric grid too.
The United States now has thousands of fast-charging stations lining its interstates and major highways, making most of the country accessible to electric vehicle drivers. We have slower “Level 2” chargers at grocery stores, hotels, and an assortment of other places where people might spend a chunk of time. But we have relatively few charging stations at work, where most of our hours outside of the home occur.
Even as EVs have gone mainstream in California and begun to break through across the nation, it’s still relatively rare for a company to have installed chargers in the garage or parking lot so employees can get juice while they work. It’s difficult to determine exactly how many, but a 2021 report by the National Renewable Energy Lab found just under 10,000 private workplace charging ports, and the Department of Energy’s Station Locator lists just under 14,000 total private ports as of this writing.
This is a problem. For the great transformation from gasoline to EV to run as smoothly as possible, we need to charge at the office.
Most EV charging happens at home, which makes sense. Because electric vehicles have generally been expensive, early adopters tend to be the high-income types most likely to have a garage and the ability to put a Level 2 charger in their home. Those folks can not only charge their batteries overnight but also tell the car to do so when electricity is cheapest.
Now, fast-forward a few years. Picture a world where most people have an EV and the grid has made a big move toward renewable energy so that those EVs fulfill their potential for reducing automotive greenhouse emissions. Suddenly, our charging model has some major issues.
Lots of drivers will come home and plug in their cars during the early evening, that troublesome time when solar power is falling off for the day but energy demand rises as people turn on home AC and appliances (a problem that gets thornier as the autumn days get shorter). Those who delay their charging sessions to the wee hours may pay less for that off-peak electricity, but they’re sure not using solar power.
As they stare at the possibility of millions of thirsty EVs trying to fill their batteries, a lot of energy experts are focused on aligning that demand with our renewable energy supply. For example, Iain Walker, a research scientist at the Lawrence Berkeley National Laboratory, tells me recently that his team has modeled test cases for the Pacific Northwest to see whether the region’s infrastructure could handle a swell of new EVs.
“Can we electrify half the vehicle fleet and not have to build any more plants? The answer is yes,” he says. “But they can only do that if you're smarter about when you do things, not just how much of it you do.”
In many places, including the giant automotive markets of Texas and California, that means cars need to charge during the sunny hours of midday when solar energy is plentiful. That, in turn, means people need to charge at the office.
Such a setup is the opposite of what we have now. Home chargers are incentivized to fill their batteries during off-peak hours, and so are drivers who are reliant on visiting public fast charging stations. Across Los Angeles, for example, many of Tesla’s superchargers sell electricity at several different rates throughout the day. It’s typically costly in midday, when more people are on the road, and often half as expensive late at night. This helps to balance electricity demand, and it reduces lines at the charger, since many people who can wait until night time to pay less will do so. But it certainly doesn’t solve the solar issue.
Fast-charging stations point to another reason we need work charging: Not everybody can plug in at home. My apartment complex doesn’t have shared EV plugs in its parking lot, but my employer is one of the few with dozens of chargers available in its parking structures, which means I can accomplish most of my week-to-week charging while typing away in my office.
Without workplace charging, many future EV owners who can’t plug in at home will be reliant on visiting fast-charging stations whenever the battery gets low. Which is, in a word, annoying. Because chargers are still relatively sparse compared to gas stations, even in an electrified city like L.A., it could mean driving miles out of our way or carefully planning errands around sitting at the supercharger. And given that charging still takes longer than pumping gas, it’s a bit of a time waste to live this way.
There is hope on the horizon. Because of the workplace upheaval that COVID caused, far more people now work from home — a place where they can decide to install a dedicated charger (or even just run a long extension cord from an outlet) without waiting for their employer to take the leap.
And crucially, the tax credits to help people and businesses put in EV charging infrastructure are back. Those incentives had been set to expire at the end of 2021, but their reinstatement through 2032 was part of the Inflation Reduction Act. Now, companies can earn a tax credit for up to 30 percent of the cost of EV charging installation, provided they follow the designated labor and construction practices. The act also raised the maximum credit for businesses from $30,000 to $100,000 for projects built after 2022.
Of course, having dozens of employees charging simultaneously will strain a business’s own electric systems. That’s why workplace charging may go hand-in-hand with load management technologies that decide which cars receive maximum charging rates, and when, to keep EVs from overwhelming the capacity of the parking garage.
The battle over returning to the physical workplace is far from settled. But perhaps, a few years in the future, those who must commute to the office might at least enjoy a full battery when 5 o’clock rolls around.
Read more about electric vehicles:
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Is the “turbine crisis” coming to an end? Or at least the end of the beginning?
One of the few bright spots for renewables this year has been that their main competitor for energy generation, natural gas, has been in a manufacturing crunch. An inability (or unwillingness) to ramp up production of turbines, the core component of a gas-fired power plant, to meet rising energy demand is cited regularly by industry executives and financiers to explain why renewables are the best solution to quickly getting power. And it’s reflected in the data; planned additions to the grid are overwhelmingly solar and storage.
But now there might be more turbines coming. Mitsubishi Heavy Industry chief executive Eisaku Ito told Bloomberg over the weekend that it aims to double its capacity to build gas turbines over the next two years.
The industry is essentially an oligopoly of three suppliers: Mitsubishi, GE Vernova, and Siemens Energy. Due to the high level of capital investment necessary to build turbines, there’s little chance of the triumvirate expanding. This means it’s a seller’s market. Developers describe having to be vetted by their suppliers for a product that might get delivered in five years, instead of suppliers fiercely competing for new business. That means for the turbine crisis to be truly reversed, executives (and investors) at Mitsubishi’s two competitors will have to be convinced that large-scale capacity expansions are worth it.
Something that might help them reach that conclusion is if capacity expansion plans are met with a higher stock price. In another ominous development for the renewable energy industry, Mitsubishi’s stock price went up in response to the news. Renewable developers have enough problems on their hands without having to worry about a gas turbine industry that could supply more and more megawatts over the medium term.
Gas turbine manufacturers have been trying to navigate the tension of fulfilling orders for new gas turbines and avoiding costly investments in new capacity that might not actually be utilized should the AI boom peter out, let alone if public policy makes it much more difficult to build new fossil-powered generation.
Up until now, manufacturers — and their investors — have seemed content with heavy demand and constrained supply. Going into the weekend, the stock prices of the gas turbine industry powerhouses GE Vernova, Siemens, and Mitsubishi Heavy Industry had risen 86%, 79%, and 69% so far this year.
But Mitsubishi Heavy Industry’s stock bump on Tuesday indicates that investors are not completely averse to capacity expansion. Yet at the same time, executives across the industry are careful to portray themselves as thoughtful and prudent stewards of capital.
Ito emphasized that the planned capacity expansion would not mean reckless investments, telling Bloomberg “the goal is to be as lean as possible” and that there would be work on the efficiency of the production process to address spiraling costs of turbine manufacturing.
“The executives seem keen to stress that this expansion will be lean and efficient,” Advait Arun, a climate and infrastructure analyst at the Center for Public Enterprise and the author of a much-cited Heatmap article on the turbine shortage, told me. “There’s a tension between getting over their skis by expanding overmuch while also killing the goose that’s laying their golden egg by not expanding.”
The pressure to build is immense — but so is the industry’s hard-won reticence about expansion.
Gas turbine orders are likely to hit a new record this year, according to S&P Global Commodities Insights, and the industry might be unwilling to go further.
“Past boom-and-bust cycles have made the industry cautious in its investments, and turbine demand in the early 2030s is uncertain,” S&P analysts wrote.
Siemens Energy chief executive Christian Bruch had told Morgan Stanley analysts in a note released Tuesday that the company had “no intention” of increasing capacity beyond working to expand the facilities it already has. He also said the company’s constraints are its own supply chain issues, namely the blades and vanes used in the turbines
And GE Vernova has been practically bragging about how far back they have reservations for turbines. “Our pipeline of activity for gas demand is only growing, but it is growing at even more healthy levels for 2029 deliveries, 2030, 2031,” the company’s chief executive Scott Strazik said on an earnings call in July.
And Wall Street has been happy to see developers get in line for whatever turbines can be made from the industry’s existing facilities. But what happens when the pressure to build doesn’t come from customers but from competitors?
A federal appeals court on Tuesday cleared the way for the Trump administration to kill former President Biden’s $20 billion green bank program, which would have provided low-cost loans for solar installations, building efficiency upgrades, and other local efforts to reduce greenhouse gas emissions.
The three-judge panel overturned a lower court’s injunction temporarily requiring the Environmental Protection Agency to resume payments, and ruled that most of the plaintiffs’ claims were contract disputes and belonged in the Court of Federal Claims. If the case now moves to the Court of Federal Claims, the plaintiffs would only be able to sue for damages and any possibility of reinstating the grants would be gone. But they could also petition to appeal the decision.
Congress created the grants, known as the Greenhouse Gas Reduction Fund, as part of the Inflation Reduction Act in 2022. It authorized Biden’s EPA to award $20 billion to a handful of nonprofits that would then offer financing to individuals and organizations for emission-reduction projects, mostly geared toward low-income or otherwise disadvantaged communities. The agency fully obligated the funds last August to eight nonprofits that would “create a national financing network for clean energy and climate solutions across the country.”
Then Trump took office and ordered his agency heads to pause and review all funding for Inflation Reduction Act programs. EPA Secretary Lee Zeldin targeted the Greenhouse Gas Reduction Program for termination, making a big show of a covert recording of a former agency employee comparing Biden’s efforts to get climate money out the door after the election to “throwing gold bars off the edge” of the Titanic. Nevermind that this particular program had been fully obligated prior to the election, and recipients had already started to announce investments as early as October.
The nonprofit awardees sued the Trump administration, and the District Court for the District of Columbia issued a temporary injunction on the EPA’s grant terminations in mid-April, mandating that the funds continue to be paid out while the case proceeded. The EPA appealed that injunction, leading to today’s ruling.
In her opinion for the majority, appeals court Judge Neomi Rao, a Trump appointee, dismissed the nonprofits’ claims that the EPA’s grant terminations were arbitrary and capricious, in violation of the Administrative Procedures Act. She wrote that the dispute was “essentially contractual” and therefore did not belong in the district court to begin with. The nonprofits had also alleged that the EPA violated the constitution's separation of powers in attempting to cancel the grant agreements, as Congress had given explicit direction to the agency to award the funds by September 2024. While Judge Rao allowed that the district court had jurisdiction over this particular claim, she ruled that it was “unlikely to succeed” on the merits.
This decision, if it stands, means the case is basically over, David Super, an administrative law expert at Georgetown Law, told me. The plaintiffs could ask to have it transferred to the Court of Federal Claims if they wish to pursue monetary damages, but that’s likely a losing proposition since Judge Rao — unusually, according to Super — went on to opine that the plaintiffs would have no case there, either.
The plaintiffs could, however, ask for a rehearing by the full D.C. circuit. “Given that this is a very important case, both legally and practically, I think they would have a good chance of getting reheard,” Super said.
There was one other important point in the decision. While this case has been playing out, Congress rescinded any “unobligated” funding — money that hasn’t yet been spent or contracted out — from the Greenhouse Gas Reduction Fund as part of Trump’s tax and spending law. The Congressional Budget Office estimated that the remaining balance in the fund was just $19 million, essentially the cost of program administration. But the Trump administration has argued in the ongoing court case that the law rescinded the full $20 billion. Judge Rao disagreed, writing that the law “did not render this appeal moot.”
This is the latest in a series of wins for the Trump administration over the termination of grant funding. Last week, the D.C. district court dismissed a challenge brought by nonprofits over the termination of the Environmental and Climate Justice Block Grants, another Inflation Reduction Act program, on the grounds that it belonged in the Court of Federal Claims. The Supreme Court also issued a similar opinion in August regarding grant funding from the National Institutes of Health that was terminated on the grounds of a shift in agency priorities.
The evaporation of $20 billion in clean energy funding is no small loss, but Super said the consequences could also be much more systemic, threatening the viability of federal grantmaking as a tool to stimulate private capital. “If these commitments are utterly unenforceable, then no one's going to do business with the federal government,” he said.
On uranium challenges, Cadillac’s EV dreams, and a firefighter’s firestorm
Current conditions: Atlantic hurricane season enters its peak window and a zone west of Africa is under close monitoring for high risk tropical storm development this week • A polar air mass came down from Canada and dropped temperatures 15 degrees below historical averages in the Great Plains and the Northeastern U.S. • Croatia braces for floods as up to 11 inches of rain falls on the Balkans.
Add the Department of Transportation to the list of federal agencies waging what Heatmap’s Jael Holzman called “Trump’s total war on wind.” The Transportation Department said Friday it was eliminating or withdrawing $679 million in federal funding for 12 projects across the country designed to buttress development of offshore turbines. The funding included $427 million awarded last year for upgrading a marine terminal in Humboldt County, California, meant to be used for building and launching floating wind turbines. The list also included a $48 million offshore wind port on Staten Island, $39 million for a port near Norfolk, Virginia, and $20 million for a staging terminal in Paulsboro, New Jersey. “Wasteful, wind projects are using resources that could otherwise go towards revitalizing America’s maritime industry,” Secretary of Transportation Sean Duffy said in a statement. “Joe Biden and Pete Buttigieg bent over backwards to use transportation dollars for their Green New Scam agenda while ignoring the dire needs of our shipbuilding industry.”
It’s just the Trump administration’s latest attack on wind. The Department of the Interior has led the charge, launching a witch hunt against any policies perceived to favor wind power, de-designating millions of acres of federal waters for offshore wind development, and kicking off an investigation into bird deaths near turbines. Last month, the Department of Commerce joined the effort, teeing up future tariffs with its own probe into whether imported turbines pose a national security threat to the U.S. In response, the Democratic governors of New York, Massachusetts, Connecticut, Rhode Island, and New Jersey on Monday issued a statement calling on the administration “to uphold all offshore wind permits already granted and allow these projects to be constructed.”
Only a tiny percentage of plastic waste is recycled.Christopher Furlong/Getty Images
In what the New York Times called a “sharp escalation” of its legal strategy to fend off liability for pollution, Exxon Mobil has countersued California, accusing the state’s landmark litigation over plastic waste of defaming the oil giant. At a court hearing last month, Exxon attorney Michael P. Cash described the lawsuit California Attorney General Rob Bonta and a cadre of environmental groups first filed last year as “an attack” aimed at the oil company’s home state of Texas and said the issue should be litigated there. As Times reporter Karen Zraick noted, Cash illustrated his point by displaying “a graphic showing a missile aimed at Texas from California” and by comparing Bonta and his nonprofit allies to “The Sopranos.”
Backed by a parallel lawsuit filed by the Sierra Club, Baykeeper, Heal the Bay, and the Surfrider Foundation, Bonta sued Exxon in state court on the grounds that the company had deceived Californians by “promising that recycling could and would solve the ever-growing plastic waste crisis,” alleging that the pollution had created a public nuisance and sought damages worth “multiple billions of dollars.” The lawsuit mirrors past litigation over planet-heating emissions, but targets the petrochemical division that has been one of the fastest-growing for Exxon and other oil giants. The courtroom drama came right as international negotiations in Geneva over a global treaty to curb plastic pollution failed after the United States joined Russia and other petrostates to block measures supported by more than 100 other nations that would have curbed production.
In North America, nuclear fuel may soon become harder to come by. Canadian uranium giant Cameco has warned that delays in ramping up production at its McArthur River mine in Saskatchewan could shrink its forecast output for the year. The move came just a week after one of the world’s other major suppliers of uranium, Kazakhstan’s state-owned miner Kazatomprom, announced plans to slash its production by 10% next year.
The pullback is happening right as the U.S. nuclear industry’s dealmaking boom is taking off. Now that Trump’s tax law assured that support for atomic energy would continue, Adam Stein from the Breakthrough Institute told Heatmap’s Katie Brigham that more reactor plans are coming. “We might have seen more deals earlier this year if there wasn’t uncertainty about what was going to happen with tax credits. But now that that’s resolved, I expect to hear more later this year,” he told Katie. That includes Europe. Despite similarly lethargic construction of reactors over the last three decades, France and Germany have finally united around the need for more atomic energy to power the continent’s energy transition. A pact signed at last week’s Franco-German summit “appears to herald rapprochement on reactors,” the trade publication NucNet surmised.
Once a stodgy gas-guzzling automaker, Cadillac refashioned itself as a luxury electric vehicle maker in recent years, rising alongside Chevrolet to put General Motors in the No. 2 slot behind Tesla. Roughly 70% of buyers who purchased the electric versions of the Cadillac Optiq or Lyriq switched from other luxury brands, including 10% who previously owned Tesla. That number could rise with Tesla’s brand loyalty nosediving, as this newsletter previously reported. “We’re in a position of great momentum,” John Roth, the global vice president of Cadillac, told The New York Times. “We offer more electric S.U.V.s than any luxury manufacturer, all with more than 300 miles of driving range.” But as Times reporter Lawrence Ulrich wrote, “that moment will soon be tested” as the electric car industry reels from the repeal of tax credits in President Trump’s One Big Beautiful Bill.
The challenges ahead are best illustrated through the Escalade, Cadillac’s iconic luxury SUV. The company sold just 3,800 electric Escalade IQs in the first six months of the year. While that’s a strong showing for a three-row SUV starting around $130,000, the V-8 engine gas-powered Escalade starts at about $87,000, and sold about 24,000 vehicles – roughly six times as many as the electric version.
Lawyers in Oregon are demanding the release of a firefighter arrested last week by Border Patrol while fighting a wildfire in Washington state. The man, whose name hasn’t been released, was among two firefighters cuffed in the Olympic National Forest as they fought to contain the Bear Gulch Fire that had burned about 14 square miles as of Friday and forced evacuations. The arrests sparked a political firestorm over what critics saw as a jarring example of the warped priorities of the Trump administration’s immigration crackdown. That’s particularly so in the case of this firefighter, who attorneys said had received his U-Visa certification from the U.S. Attorney’s Office in Oregon in 2017 and had submitted his U.S. Citizenship and Immigration Services application the following year.
When the AP asked the Bureau of Land Management why its contracts with two firefighting companies were terminated and 42 firefighters were escorted away from Washington’s largest wildfire, the agency declined to comment. The decisions came as the American West is essentially a tinderbox. As Heatmap’s Jeva Lange reported, Washington and Oregon are both at high risk of a megafire igniting this fall.
Turns out mammoths weren’t just in the icy tundra. Scientists in Mexico discovered mammoth bones, shedding light on a once-obscure population of extinct tropical elephantids that ranged as far south as Costa Rica. In a paper published this week in Science, National Autonomous University of Mexico paleogenomicist Federico Sánchez Quinto documented the previously unknown lineage of the Santa Lucía mammoths, which he said split from northern Columbian mammoths hundreds of thousands of years ago. “If you had told me 5 years ago that I would be collecting these samples, I would have said, ‘You’re crazy,’” he said. “This paper really is an exciting beginning of something.”