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On the new Transportation secretary, California’s fires, and energy storage
Current conditions: Storm Herminia moved over Europe, bringing severe flooding to Spain and France • The air quality is low in Mumbai, where a panel is considering banning vehicles powered by gas or diesel • It’s chilly but sunny in Washington, D.C., where Robert F. Kennedy Jr. will face the Senate Finance Committee in his confirmation hearings to lead the Department of Health and Human Services.
A lot happened in Washington yesterday. Chaos erupted after the Office of Management and Budget dropped a two-page memo ordering a pause on federal grant programs that “advance[s] Marxist equity, transgenderism, and green new deal social engineering policies.” According to Heatmap’s Jael Holzman, the freeze targets programs including vast swathes of the federal government most relevant to the energy sector, from major Energy Department cleantech research offices and labs to all implementations of energy tax credits, including those in the Inflation Reduction Act. It also includes essentially all work at the National Oceanic and Atmospheric Administration, a Commerce Department subagency that produces climate science and weather forecasting. The order was set to take effect at 5 p.m. but a federal judge temporarily halted enforcement of it until a hearing on February 3.
Also yesterday, Sean Duffy was confirmed by the Senate as the new Transportation secretary. He wasted no time, signing an order to roll back former President Biden’s fuel economy standards aimed at reducing emissions. His memo said the standards “put coercive pressure on automakers to phase out production of various models of popular (internal combustion engine) vehicles.”
Human-caused climate change increased the likelihood of California’s wildfires by 35%, according to a rapid analysis from the World Weather Attribution. Warmer weather, drier conditions, and a longer fire season all supercharged the fires, the group said, making them not only more likely, but 6% more intense. It also found that the state’s dry season has gotten about 23 days longer, and the likelihood of no rainfall in the last three months of the year has doubled since pre-industrial years. “What makes [these fires] ever more dangerous, and what is something that the government of California alone can definitely not do anything about is human-induced climate change,” said WWA co-lead scientist Friederike Otto. “And drill, baby, drill will make this much, much worse.” The study hasn’t been peer-reviewed yet.
General Motors reported solid Q4 earnings for 2024 yesterday that beat expectations, but it’s the year ahead that investors are worried about. The automaker’s shares fell after the earnings call because analysts don’t think the company is prepared for potential policy changes under President Trump. “In our view, the guidance for 2025 leaves no room for errors, and also does not include impact from regulatory changes in the U.S., especially on tariffs and BEV support,” analysts at Bernstein said in a note. GM CEO Mary Barra said the company’s EV business was moving toward profitability. The Chevy Equinox EV saw an 85% quarterly increase in sales, and the GMC Hummer EV had its “best sales quarter ever.” Tesla will report its Q4 financial results this evening.
In other EV news, Volkswagen has reportedly canceled the U.S. rollout of the ID.7 electric sedan. We might have seen this coming. The company delayed the original rollout, which was slated for last May. Now, a company spokesperson toldAutomotive News the “ongoing challenging EV climate” in the U.S. was the reason for the decision to pull the plug.
The large trade group that calls itself “the voice of the solar industry” is calling for a major ramping up of U.S. energy storage by 2030. The Solar Energy Industries Association wants to see 10 million storage installations deployed by 2030 so the country can reach a total of 700 gigawatt-hours of installed storage capacity across the grid. For context, current installed storage capacity is an estimated 83 GWh, and there are about 500,000 storage installations. Current projections suggest the U.S. will have 450 GWh of storage capacity by 2030. The group calls on states, regional transmission organizations, and the federal government to speed things up, and offers some suggestions for how they might do that:
SEIA
Raised levels of heavy metals have been detected in the soil surrounding the Moss Landing Power Plant in California’s Monterey County, where a massive battery fire burned for five days earlier this month. KQED reported that scientists at San José State University’s Moss Landing Marine Laboratories found “a hundreds-fold rise” in toxic metals including nickel, manganese, and cobalt in the topsoil within a two mile radius of the plant. The findings contradict those of the Environmental Protection Agency, which said its air monitoring didn’t find any evidence of harmful toxins released from the fire. Residents near the plant have reported health problems like headaches, nosebleeds, and nausea in the weeks after the blaze. The metals detected are linked to long-term health problems including lung disease, cancer, and Parkinson’s disease.
The Doomsday Clock was updated yesterday. The Bulletin of the Atomic Scientists’ Science and Security Board moved it from 90 seconds to midnight to 89 seconds to midnight, “the closest the Clock has ever been to midnight in its 78-year history.”
Kayla Bartkowski/Getty Images
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On exemptions, lots of new EVs, and Cyclone Alfred
Current conditions: A smattering of rainfall did little to contain a massive wildfire raging in Japan • Indonesia is using cloud seeding to try to stop torrential rains that have displaced thousands • At least 22 tornadoes have been confirmed this week across southern states.
The Trump administration said yesterday that automakers will be exempt from the new 25% tariffs on imports from Mexico and Canada – but just for a month. The announcement followed a meeting between administration officials and the heads of Stellantis, GM, and Ford – oh, to be a fly on the wall. As Heatmap’s Robinson Meyer explained, the tariffs are expected to spike new car prices by $4,000 to $10,000, and could hit internal combustion cars even worse than EVs, and prompt layoffs at Ford and GM. “At the request of the companies associated with [the United States-Mexico-Canada Agreement], the president is giving them an exemption for one month so they are not at an economic disadvantage,” Trump said in a statement. Stellantis thanked Trump for the reprieve and said the company “share[s] the president’s objective to build more American cars and create lasting American jobs.” Around 40% of Stellantis cars currently sold in the U.S. are imported from Canada and Mexico.
The Supreme Court has rejected President Trump’s request to withhold roughly $2 billion in congressionally-approved payments to the U.S. Agency for International Development for foreign aid work that has already been completed. On his first day back in office, Trump ordered a 90-day pause on all foreign aid so programs could be reviewed to ensure they align with his agenda. The administration then eliminated funding for the majority of USAID’s contracts, including at least 130 that related to climate and/or clean energy. This week’s SCOTUS decision was “a welcome but confusing development for humanitarian and development organizations around the world,” The New York Timesreported, “as they waited to see if thousands of canceled contracts would be restarted.”
Speaking of cars, there has been a lot of EV news in the last few days:
Rivian announced plans to expand internationally. CFO Claire McDonough also said the company is working “around the clock” to roll out the new R2, R3, and R3X models, with production for the R2 set to start early next year. She said international expansion plans would kick off after the R2 production ramps up.
Volkswagen unveiled the ID. EVERY1. The concept-car version of its ultra-affordable EV “will be the first to roll out with software and architecture from Rivian,” TechCrunchreported. Production is slated for 2027, and the car will start at around 20,000 euros (or $21,500). No word on a U.S. release, though.
The ID. EVERY1Volkswagen
Volvo showed off the ES90. What is it? Good question. “Some might say it is a sedan,” the company said in its press release. “Others will see a fastback, or even hints of an SUV. We’ll let you be the final judge – all we know is that the new, fully electric Volvo ES90 carves out a new space for itself by eliminating the compromises between those three segments, which puts it in a class of its own.” InsideEVscalled it the company’s “most advanced EV to date,” because it can charge for 186 miles of range in 10 minutes on a fast charger.
Cadillac introduced a very long electric SUV. The electric Escalade IQL will go into production this year. With an overall length of 228.5 inches, it will be the longest SUV, uh, ever. It’ll start at $132,695.
On a related note, Tesla sales continue to plummet worldwide. They were down 76% last month in Germany, with sharp declines across other European countries, too. In Australia, sales were down 72%.
Global sea ice levels were at an all-time low last month, according to researchers at the Copernicus Climate Change Service. Arctic sea ice cover was 8% below average in February, the lowest since records began in 1979, and “the third consecutive month in which the sea ice extent has set a record for the corresponding month.” Antarctic sea ice cover was 26% below average. “One of the consequences of a warmer world is melting sea ice, and the record or near-record low sea ice cover at both poles has pushed global sea ice cover to an all-time minimum,” said Samantha Burgess at the European Centre for Medium-Range Weather Forecasts. Melting sea ice contributes to sea level rise and ocean acidification, harms polar ecosystems, and creates a global-warming feedback loop by reducing albedo, which is the Earth’s ability to reflect sunlight back to space.
C3S
Forecasters are growing increasingly concerned about Cyclone Alfred, which is swirling off the coast of eastern Australia and is expected to arrive Friday or Saturday as a category 2 storm, or perhaps even a category 3. Alfred will be the first cyclone in 50 years to make landfall in this part of Australia. The storm has slowed as it approaches land, which means it will spend more time over very warm waters, soaking up even more moisture to dump on land. “The northeastern Coral Sea, where Cyclone Alfred formed, experienced the fourth-hottest temperatures on record for February and the hottest on record for January,” a group of climate change researchers wrote at The Conversation. Residents in and around Brisbane have been told to prepare to evacuate.
American drivers spent more time on the road last year than ever before, logging a record 3.28 trillion miles.
On boasts and brags, clean power installations, and dirty air
Current conditions: Strong winds helped spark dozens of fires across parched Texas • India’s Himalayan state of Uttarakhand experienced a 600% rise in precipitation over 24 hours, which triggered a deadly avalanche • The world’s biggest iceberg, which has been drifting across the Southern Ocean for 5 years, has run aground.
President Trump addressed Congress last night in a wide-ranging speech boasting about the actions taken during his first five weeks in office. There were some familiar themes: He claimed to have “ended all of [former President] Biden’s environmental restrictions” (false) and the “insane electric vehicle mandate” (also false — no such thing has ever existed), and bragged about withdrawing from the Paris climate agreement (true). He also doubled down on his plan to boost U.S. fossil fuel production while spouting false statements about the Biden administration’s energy policies, and suggested that Japan and South Korea want to team up with the U.S. to build a “gigantic” natural gas pipeline in Alaska.
On the same day as the speech, new tariffs on imports from Canada, Mexico, and China came into effect, triggering retaliatory duties and causing stock markets to plunge. Experts are busy trying to figure out what it all means for American businesses and consumers. As Heatmap’s Robinson Meyer explained, the tariffs are likely to make electricity prices go up, raise construction costs, make gas more expensive at the pump, and make new cars costlier. Fossil fuel firms aren’t thrilled. The American Gas Association said the 10% tariff on Canadian natural gas “indicates potential impacts totaling at least $1.1 billion in additional costs to American consumers per year.” Chet Thompson, CEO of the American Fuel & Petrochemical Manufacturers, said that “imposing tariffs on energy, refined products, and petrochemical imports will not make us more energy secure or lower costs for consumers.”
Commerce Secretary Howard Lutnick has implied Trump might lift these tariffs as soon as today, but TBD.
The Trump administration has ended a program that monitored the air quality at more than 80 U.S. embassies and consulates around the world, citing “budget constraints.” The program started in 2008 with the U.S. embassy in Beijing and expanded from there. The data collected, which was posted on the AirNow website, has been used in academic studies and credited with helping reduce pollution levels in the host countries, leading to better health outcomes. This move “puts the health of foreign service officers at risk” and could hinder research and policy, Dan Westervelt, a research professor at Columbia University’s Lamont-Doherty Earth Observatory, toldThe New York Times.
Clean power installations soared in the fourth quarter of 2024, sending total operational capacity above and beyond the 300 gigawatt mark, according to a new report from the American Clean Power Association. “It took more than 20 years for the U.S. to install the first 100 GW of clean power, five years to install the next 100 GW, and three years to install the most recent 100 GW,” the report says. Here are some takeaways:
ACPA
China plans to ramp up its efforts to rein in emissions, expanding its emissions trading system beyond power plants to to include industries such as steel, aluminum, and cement, Premier Li Qiang said in a report this week. “Li also confirmed China intends to continue to play a key role in diplomacy on emissions reduction, as the U.S. retreats from international cooperation,” Bloombergreported. The country plans to roll out major climate projects such as offshore wind farms, “new energy bases” across its deserts, with a goal of reaching peak emissions before 2030. China is the world’s largest emitter of greenhouse gases, and while it has been rapidly expanding renewable power generation, it also struggles to wean itself off coal.
The Supreme Court yesterday watered down the Environmental Protection Agency’s authority to regulate water pollution, siding with the city of San Francisco in an unusual lawsuit pitting the liberal hub against the environmental authority. In a 5-4 decision, the justices said the agency had overstepped its authority under the Clean Water Act when it issued permitting for a San Francisco wastewater treatment plant that empties into the Pacific. The permit included provisions that would have made San Francisco authorities responsible for ensuring the water quality in the Pacific met EPA standards. Justice Samuel Alito essentially wrote that the permitting rules were too vague. “When a permit contains such requirements, a permittee that punctiliously follows every specific requirement in its permit may nevertheless face crushing penalties if the quality of the water in its receiving waters falls below the applicable standards,” Alito wrote. The ruling will make it harder for the EPA to limit water pollution. Next up on the SCOTUS docket: nuclear waste!
Bernard Looney, the former CEO of oil giant BP, is the new boss of an AI startup that tells businesses how to cut their emissions.
A conversation with Resources for the Future’s David Wear on the fires in the Carolinas and how the political environment could affect the future of forecasting.
The Wikipedia article for “wildfire” has 22 photographs, including those of incidents in Arizona, Utah, Washington, and California. But there is not a single picture of a fire in the American Southeast, despite researchers warning that the lower righthand quadrant of the country will face a “perfect storm” of fire conditions over the next 50 years.
In what is perhaps a grim premonition of what is to come, several major fires are burning across the Southeast now — including the nearly 600-acre Melrose Fire in Polk County, North Carolina, a little over 80 miles to the west of Charlotte, and the more than 2,000-acre Carolina Forest fire in Horry County, South Carolina. The region is also battling hundreds of smaller brush fires, the smoke from which David Wear — the land use, forestry, and agriculture program director at Resources for the Future — could see out his Raleigh-area window.
Wear is also the co-author of a study by RFF and the U.S. Forest Service that came out in late 2024 and singled out the Southeast as facing a “particularly worrisome” rise in wildfire risk over the next half-century. I spoke with him this week to learn more about why the Carolinas are burning and what the future of fire looks like for the region. Our conversation has been edited and condensed for clarity.
When discussing fires in the American West, we often talk about how historic suppression efforts are responsible for the megafires we see today. What was the historic fire regime like in the Southeast? What’s going on to make it a hot spot for wildfires?
First, there are the similarities. Both Western and Southeastern forests, especially pine forests, are fire-adapted systems; they need regular fires to maintain health. Anything that takes those forests out of balance is a problem, and fire suppression is an issue in the East and the West, and especially in the Southeast. But forests in the Southeast are the most heavily managed forests in the country — perhaps in the world. In many cases, they’re regularly burned; the South does more prescribed burning than the rest of the country combined. It’s a very, very common practice in this part of the world.
So we shouldn’t be surprised that there is fire in Southeastern forests. There have been big, episodic fires in the South, though they’re not as common. There was the fire in 2016 in East Tennessee, from the Smokies into Gatlinburg, with a number of fatalities and lots of structures damaged or destroyed. There have been big fire years in east and west Texas. And there have been big fire seasons in Florida, though it’s been a while.
How is population growth in the Southeast adding to the strain?
We’re accustomed to talking about the wildland-urban interface in the West, but it’s also a big issue in the Southeast. Some of our urban growth centers in the Southeast include the Raleigh-Durham area, where I live, and Atlanta, Nashville, and Florida. These are generally flat landscapes, as well as very heavily forested landscapes. As the population grows out of the city centers, they go into pine and mixed-pine hardwood forests that are fire-adapted ecosystems. Then you have interspersed communities with forest vegetation, and that’s a big issue.
I also read in your report that much of that land is privately owned, which makes management tricky.
Private ownership is about 89% of forests in the South. [Editor’s note: By comparison, only about a third of forests in the West are privately owned.] Even where you have public ownership, a lot of that is by the Department of Defense and concentrated in a couple of different areas in the Ozarks and southern Appalachians. Much of the landscape in the coastal plain and Piedmont — which is most of the South — is predominantly private ownership.
There’s a distinction to be made between commercial owners, like timber investment management companies or real estate investment trusts, who actively manage landscapes. With timber harvesting, there are a lot of risk mitigation activities and a lot of prescribed burning. But then you have over a million non-industrial private landowners with small holdings. If you’re trying to coordinate any kind of wildfire mitigation scheme using fuel treatments and the like, it requires some work.
Horry County, South Carolina, and Polk County, North Carolina, were not part of your paper’s list of counties vulnerable to wildfire. I’m curious if you think what we’re seeing now says something about the limits of the study and the data you had available, or if you have another takeaway about what’s going on.
Importantly, our study looked at long-term averages. Throughout the South, there is a fire regime, and in any given year, it is possible to have wildfires of consequence. I would point out that we were especially concerned this year because Hurricane Helene laid down an awful lot of trees and created a fuel load.
We’re also entering one of the two fire seasons in the South. Wildfire is most predominant in the spring and in the fall; it’s at those times when temperatures begin to rise but humidity remains low, and there are extended dry periods that allow the fuels to dry out. You have warm temperatures and wind in the spring, setting the stage for wildfire. Typically, that window will begin to close at the end of April because it’s pretty darn humid in the South at that point, and it’s much less likely that fuels will get dry enough to carry a fire.
The same thing happens in the fall: Temperatures may remain high, and if we don’t have a lot of precipitation and humidity — usually in October and into November — then you have the conditions right for fire. But as the climate shifts, we see the length of those seasons growing to the point where the fall is approaching the spring. Wildfires in January and February indicate that these two seasons are growing toward one another and providing a much longer season. Our paper showed that, when you account for climate change across all of those global climate models and representative concentration pathways, the windows for more wildfire activity and more intense wildfire activity are expanding.
Your paper cited wildfire risks across the Sun Belt. Today, the National Weather Service is warning of “potentially historic” fire conditions in central Texas. Can local emergency managers use your modeling to prepare for such situations?
Things like the year-to-year fire projections and the day-to-day forecasts best serve local emergency managers. Wildfire in the South is determined by the drying of fuels and temperature and humidity conditions, which vary daily. If we look over the last week, Saturday was beautiful in the Carolinas. It was sunny, in the 70s, dry, and a little windy. That was the day [hundreds of] fires started across the Southeast. And the next day, there were very few new fires. Mid-week projections of wildfire potential in the Southeast show that it’s really low, with the exception of Texas. It changes day to day, driven by fine-grain weather forecasts, and that gives emergency managers some insight into where they might want to pre-position crews or do pre-suppression activities.
What we’re doing with the modeling is asking, What is this going to look like in 50 years? The takeaway is that wildfire activity is going to remain strong and perhaps grow in the West, but the big structural change is really strong growth and active fire in the Southeast, where you have wildfire and wildlands proximal to millions of people and more vulnerable communities. It’s a fire regime that’s going to affect more people.
I also wanted to ask about the USDA Forest Service’s contributions to your paper. Do you think research like this could still happen today, given the Trump administration’s efforts to eliminate anything climate-related from the federal agenda?
I came to Resources for the Future six years ago after a long career with the Forest Service, so it’s hard for me to remain a dispassionate scientist here. I think we need to see how the dust settles. It’s hard to imagine a future where the agency and federal government do not have a high level of concern regarding fire — and I don’t think you can do any kind of effective planning, or thinking about the future, or targeting of activities without understanding how climate is likely to impact these disturbance regimes.
I don’t have the crystal ball that many people are seeking right now. We’ll have to wait to see. But our research demonstrates the vital role of understanding climate dynamics, and it shows how critical weather forecasts are for people with boots on the ground who are trying to stay ahead of disaster.
Editor’s note: This story has been updated to reflect that about a third of land in the West is privately owned, not publicly owned.