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Electric Vehicles

Ford Pump the Brakes on the F-150 Lightning

On an EV production pause, a fancy new chart, and positive emissions news from the EU.

Ford Pump the Brakes on the F-150 Lightning
Heatmap Illustration/Getty Images

Current conditions:New York City, Long Island, and the Lower Hudson Valley, along with much of the Northeast Corridor, are under red flag warnings for fire after a month of dry weather • Typhoon Kong-rey made landfill in Taiwan with winds over 125 miles per hour, injuring more than 500 and killing two • The first snow of the year showed up in Iowa and, yes, Hawaii.

THE TOP FIVE

1. Ford hits pause on the F-150 Lightning factory

Ford is planning a temporary shutdown of the plant that produces its fully electric truck, the F-150 Lightning. The shutdown will last seven weeks, Bloomberg reported. Earlier this week, Ford told investors that its profits had fallen in part due to a $1 billion charge it had taken after overhauling its electric vehicle strategy earlier this year. Ford sold just over 7,000 Lightnings in the third quarter of this year, more than double its sales in the third quarter of last year, but just about 3.5% of its total F-150 sales. Overall, electric vehicle sales rose in the third quarter, but when it came to trucks, consumers preferred the Tesla Cybertruck to the Lightning.

Ford F-150 LIghtningScott Olson/Getty Images

2. New support for battery recycling

The Department of Energy announced Thursday that it would award $45 million in funding for eight electric vehicle battery recycling programs. The projects “will advance research, development, and demonstration of recycling and second-life applications for batteries once used to power EVs,” the DOE said. The programs include money for diagnostics, automatic sorting for used batteries, and automated battery dissembling. The projects being funded are in Southern California, Michigan, Illinois, New York, New Jersey, and Tennessee.

3. Microsoft tries to reduce its data centers’ climate impact

Microsoft will use wood to build two data centers in Northern Virginia, the company announced Tuesday. Use of “cross-laminated timber” will reduce the carbon footprint of the data centers’ construction by about a third compared to steel and almost two-thirds compared to concert, the company said. This is just the latest move by Microsoft to try to reduce emissions associated with construction — the company is also working on developing a market for buying environmental attributes of low-carbon cement, Heatmap reported earlier this month. Microsoft’s “indirect” emissions of greenhouse gases rose by over 30% last year, largely thanks to the massive data center building binge it’s been on, along with the rest of Big Tech.

4. New York, at least, will be able to meet its energy needs, report says

While plans to build data centers are creating electricity demand anxiety all over the country, the boom may not disrupt or strain New York’s grid, at least for a while, New York Focus reports. “Despite mounting pressures due to the state’s climate law and a burst in new manufacturing and tech facilities, New York has enough power plants operating or planned to meet statewide demand over the next decade,” the news nonprofit reported, citing an analysis by NYISO, which operates New York’s electricity market.

This finding is important because it means that not every carbon-emitting power plant has to stay open to meet new demand, which may let New York get closer to achieving its emissions targets. The reason for the more optimistic forecast is that some of the largest loads in the state like crypto mining or hydrogen told NYISO they can shut down during times of high demand on the grid.

5. Europe’s emissions fall

European Union greenhouse gas emissions fell 8.3% in 2023, according to the European Commission’s annual climate report. It was the largest fall in emissions “in several decades,” not counting 2020, when economic activity plummeted due to Covid-19. Annual emissions have fallen by more than a third since 1990, while economic activity has increased by two-thirds since then. The report attributed much of the drop to the continent’s energy sector, whose emissions dropped 18%.

“This drop was due to a substantial increase in renewable electricity production (primarily wind and solar), at the expense of both coal and gas and, to a lesser extent, a decrease in both electricity and heat supply compared with 2022, and to the recovery of hydro and nuclear power.” The drop in EU emissions stands in contrast to rising emissions globally in 2023, according to the United Nations.

THE KICKER

To the delight of energy nerds, the Energy Information Administration has published a new Sankey diagram showing how energy gets used in the U.S. economy.

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Q&A

How the Wind Industry Can Fight Back

A conversation with Chris Moyer of Echo Communications

The Q&A subject.
Heatmap Illustration

Today’s conversation is with Chris Moyer of Echo Communications, a D.C.-based communications firm that focuses on defending zero- and low-carbon energy and federal investments in climate action. Moyer, a veteran communications adviser who previously worked on Capitol Hill, has some hot takes as of late about how he believes industry and political leaders have in his view failed to properly rebut attacks on solar and wind energy, in addition to the Inflation Reduction Act. On Tuesday he sent an email blast out to his listserv – which I am on – that boldly declared: “The Wind Industry’s Strategy is Failing.”

Of course after getting that email, it shouldn’t surprise readers of The Fight to hear I had to understand what he meant by that, and share it with all of you. So here goes. The following conversation has been abridged and lightly edited for clarity.

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Hotspots

A New York Town Bans Both Renewable Energy And Data Centers

And more on this week’s most important conflicts around renewable energy.

The United States.
Heatmap Illustration/Getty Images

1. Chautauqua, New York – More rural New York towns are banning renewable energy.

  • Chautauqua, a vacation town in southern New York, has now reportedly issued a one-year moratorium on wind projects – though it’s not entirely obvious whether a wind project is in active development within its boundaries, and town officials have confessed none are being planned as of now.
  • Apparently, per local press, this temporary ban is tied to a broader effort to update the town’s overall land use plan to “manage renewable energy and other emerging high-impact uses” – and will lead to an ordinance that restricts data centers as well as solar and wind projects.
  • I anticipate this strategy where towns update land use plans to target data centers and renewables at the same time will be a lasting trend.

2. Virginia Beach, Virginia – Dominion Energy’s Coastal Virginia offshore wind project will learn its fate under the Trump administration by this fall, after a federal judge ruled that the Justice Department must come to a decision on how it’ll handle a court challenge against its permits by September.

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Spotlight

The Wind Projects Breaking the Wyoming GOP

It’s governor versus secretary of state, with the fate of the local clean energy industry hanging in the balance.

Wyoming Governor Mark Gordon.
Heatmap Illustration/Getty Images

I’m seeing signs that the fight over a hydrogen project in Wyoming is fracturing the state’s Republican political leadership over wind energy, threatening to trigger a war over the future of the sector in a historically friendly state for development.

At issue is the Pronghorn Clean Energy hydrogen project, proposed in the small town of Glenrock in rural Converse County, which would receive power from one wind farm nearby and another in neighboring Niobrara County. If completed, Pronghorn is expected to produce “green” hydrogen that would be transported to airports for commercial use in jet fuel. It is backed by a consortium of U.S. and international companies including Acconia and Nordex.

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