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Maybe you remember the time before the “basic economy” fare. A ticket on a major airline like Delta or United used to come with a few automatic amenities, like the ability to choose one’s seats — or, before 2008, even to check a bag without a fee. In the 2010s, facing rising costs and competition from the likes of Spirit and Frontier, the big airlines began to embrace the a la carte approach of the budget airlines: Passengers could buy an uber-cheap fare, but anything beyond a seat on the plane and a Diet Coke became an upsell.
The trajectory of air travel was on my mind this week as the world learned more details about Slate. The EV startup backed by Amazon founder Jeff Bezos, among others, revealed its compact electric pickup to the world, and the world was struck by the vehicle’s simplicity. The little truck represents a kind of bare-bones transportation not seen at American car dealerships in decades, with power windows and plain metal panels coming standard — and everything else as an add-on.
Its success or failure will tell us something about Americans’ appetite for the kind of truly compact trucks that disappeared from our roads when bloat came for the pickup. It will tell us even more about whether Americans, faced with a lousy economy and skyrocketing car prices, are ready for the Spirit Airlines model to come to the automotive world.
Slate’s name is a clear reference to the idea of a blank slate. The base version of the little electric truck comes with manually adjustable rear view mirrors, no built-in infotainment system, and an uninspiring 150 miles of range. The exterior comes in any color the customer wants, as long as it’s the hue of plain, unadorned metal.
The little truck’s pitch is about the power of customization. Buyers will be able to choose from more than 100 add-on features, including roll bars, more airbags, and extra seats. There will be kits to lower the truck, kits to raise the truck, kits to turn the truck into an SUV. Most of these additions are advertised as DIY, though once the truck arrives in 2026, Slate promises there will be service professionals to install these add-ons for those who are not weekend garage mechanics. You’ll even be able to put on a vinyl wrap to make your truck something other than gray. Just how much these additions will raise the price is not yet clear.
It’s a compelling case, and one meant to be the antithesis of the car industry’s modern approach. A typical new vehicle comes in a handful of trim levels, where each successive trim represents another tier that adds a new group of luxury or technology features. (This is what the alphabet soup on the back of a car means, if you’ve ever wondered just what Toyota RAV4 “XLE” is.) The Ford F-150, the best-selling vehicle in the country, comes in eight trim levels that take the truck from a base price around $38,000 to nearly $80,000 for the fanciest, most capable trucks. You can do some customization outside of those tiers, sure. What you can’t do is buy a brand-new F-150 for $25,000 because it comes with the best in-car amenities 1995 had to offer, even though such a vehicle would do a perfectly good job of transporting people and cargo from A to B, the thing a truck is supposed to do.
Today’s cars come in mostly neutral colors because buyers have been taught to maximize resale value and it’s easier to sell a silver truck than a teal one; Slate’s encouragement to customize the exterior is a reaction against this aesthetic staleness. And EVs, in particular, haven’t been built with the hacker or tinkerer in mind. With Tesla (led by Bezos rival Elon Musk) at the forefront of the industry and legacy automakers following its lead, electric vehicles have become smartphones on wheels — closed boxes of intimidating hardware and proprietary software. Slate is a welcome change.
One could, of course, pay for upgrades to make the flight aboard Spirit Airlines a little more tolerable. But the cheap fare is the point. Spirit may be the butt of “Weekend Update” jokes, but basic economy is a lifeline for people who need cheap air travel. The test for Slate, then, isn’t whether buyers will embrace its DIY model and get excited about configuring their own trucks, though some definitely will. It is, instead, whether the rock-bottom, dirt-cheap, simple version of the truck is enough to convince a lot of people to go electric.
Incentives will go a long way to providing the answer. With a sticker price in the mid-$20,000s, a barebones Slate truck is a tough sell compared directly to other new vehicles; its spartan interior and inferior range don’t compare well to the kinds of entry-level gasoline cars a person could buy in that price range, all of which offer at least a taste of the latest in automotive technology. But if the $7,500 federal tax credit were to stay in place despite the EV antagonist living the White House, then the basic Slate will be a new car that can be had for less than 20-grand.
That’s a tempting number for the many Americans who see their car as an appliance, not an extension of their personality, and who generally make automotive decisions with their wallets. It’s also a powerful example of how much difference incentives could make once EVs approach the affordable end of the car market. A Rivian with $7,500 knocked off is a slightly cheaper expensive car. A Chevy Equinox EV at $7,500 off is cost-competitive with combustion rivals. A Slate truck marked down by $7,500 goes from an ugly duckling to an economic lifeline for the countless Americans who need an affordable ride.
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According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.
The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.
This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.
But … how reliable is coal, actually? According to an analysis by the Environmental Defense Fund of data from the North American Electric Reliability Corporation, a nonprofit that oversees reliability standards for the grid, coal has the highest “equipment-related outage rate” — essentially, the percentage of time a generator isn’t working because of some kind of mechanical or other issue related to its physical structure — among coal, hydropower, natural gas, nuclear, and wind. Coal’s outage rate was over 12%. Wind’s was about 6.6%.
“When EDF’s team isolated just equipment-related outages, wind energy proved far more reliable than coal, which had the highest outage rate of any source NERC tracks,” EDF told me in an emailed statement.
Coal’s reliability has, in fact, been decreasing, Oliver Chapman, a research analyst at EDF, told me.
NERC has attributed this falling reliability to the changing role of coal in the energy system. Reliability “negatively correlates most strongly to capacity factor,” or how often the plant is running compared to its peak capacity. The data also “aligns with industry statements indicating that reduced investment in maintenance and abnormal cycling that are being adopted primarily in response to rapid changes in the resource mix are negatively impacting baseload coal unit performance.” In other words, coal is struggling to keep up with its changing role in the energy system. That’s due not just to the growth of solar and wind energy, which are inherently (but predictably) variable, but also to natural gas’s increasing prominence on the grid.
“When coal plants are having to be a bit more varied in their generation, we're seeing that wear and tear of those plants is increasing,” Chapman said. “The assumption is that that's only going to go up in future years.”
The issue for any plan to revitalize the coal industry, Chapman told me, is that the forces driving coal into this secondary role — namely the economics of running aging plants compared to natural gas and renewables — do not seem likely to reverse themselves any time soon.
Coal has been “sort of continuously pushed a bit more to the sidelines by renewables and natural gas being cheaper sources for utilities to generate their power. This increased marginalization is going to continue to lead to greater wear and tear on these plants,” Chapman said.
But with electricity demand increasing across the country, coal is being forced into a role that it might not be able to easily — or affordably — play, all while leading to more emissions of sulfur dioxide, nitrogen oxide, particulate matter, mercury, and, of course, carbon dioxide.
The coal system has been beset by a number of high-profile outages recently, including at the largest new coal plant in the country, Sandy Creek in Texas, which could be offline until early 2027, according to the Texas energy market ERCOT and the Institute for Energy Economics and Financial Analysis.
In at least one case, coal’s reliability issues were cited as a reason to keep another coal generating unit open past its planned retirement date.
Last month, Colorado Representative Will Hurd wrote a letter to the Department of Energy asking for emergency action to keep Unit 2 of the Comanche coal plant in Pueblo, Colorado open past its scheduled retirement at the end of his year. Hurd cited “mechanical and regulatory constraints” for the larger Unit 3 as a justification for keeping Unit 2 open, to fill in the generation gap left by the larger unit. In a filing by Xcel and several Colorado state energy officials also requesting delaying the retirement of Unit 2, they disclosed that the larger Unit 3 “experienced an unplanned outage and is offline through at least June 2026.”
Reliability issues aside, high electricity demand may turn into short-term profits at all levels of the coal industry, from the miners to the power plants.
At the same time the Trump administration is pushing coal plants to stay open past their scheduled retirement, the Energy Information Administration is forecasting that natural gas prices will continue to rise, which could lead to increased use of coal for electricity generation. The EIA forecasts that the 2025 average price of natural gas for power plants will rise 37% from 2024 levels.
Analysts at S&P Global Commodity Insights project “a continued rebound in thermal coal consumption throughout 2026 as thermal coal prices remain competitive with short-term natural gas prices encouraging gas-to-coal switching,” S&P coal analyst Wendy Schallom told me in an email.
“Stronger power demand, rising natural gas prices, delayed coal retirements, stockpiles trending lower, and strong thermal coal exports are vital to U.S. coal revival in 2025 and 2026.”
And we’re all going to be paying the price.
Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.
A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.
The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.
As we chronicle time and time again in The Fight, residents in farming communities are fighting back aggressively – protesting, petitioning, suing and yelling loudly. Things have gotten so tense that some are refusing to let representatives for Piedmont’s developer, PSEG, onto their properties, and a court battle is currently underway over giving the company federal marshal protection amid threats from landowners.
Exacerbating the situation is a quirk we don’t often deal with in The Fight. Unlike energy generation projects, which are usually subject to local review, transmission sits entirely under the purview of Maryland’s Public Service Commission, a five-member board consisting entirely of Democrats appointed by current Governor Wes Moore – a rumored candidate for the 2028 Democratic presidential nomination. It’s going to be months before the PSC formally considers the Piedmont project, and it likely won’t issue a decision until 2027 – a date convenient for Moore, as it’s right after he’s up for re-election. Moore last month expressed “concerns” about the project’s development process, but has brushed aside calls to take a personal position on whether it should ultimately be built.
Enter a potential Trump card that could force Moore’s hand. In early October, commissioners and state legislators representing Carroll County – one of the farm-heavy counties in Piedmont’s path – sent Trump a letter requesting that he intervene in the case before the commission. The letter followed previous examples of Trump coming in to kill planned projects, including the Grain Belt Express transmission line and a Tennessee Valley Authority gas plant in Tennessee that was relocated after lobbying from a country rock musician.
One of the letter’s lead signatories was Kenneth Kiler, president of the Carroll County Board of Commissioners, who told me this lobbying effort will soon expand beyond Trump to the Agriculture and Energy Departments. He’s hoping regulators weigh in before PJM, the regional grid operator overseeing Mid-Atlantic states. “We’re hoping they go to PJM and say, ‘You’re supposed to be managing the grid, and if you were properly managing the grid you wouldn’t need to build a transmission line through a state you’re not giving power to.’”
Part of the reason why these efforts are expanding, though, is that it’s been more than a month since they sent their letter, and they’ve heard nothing but radio silence from the White House.
“My worry is that I think President Trump likes and sees the need for data centers. They take a lot of water and a lot of electric [power],” Kiler, a Republican, told me in an interview. “He’s conservative, he values property rights, but I’m not sure that he’s not wanting data centers so badly that he feels this request is justified.”
Kiler told me the plan to kill the transmission line centers hinges on delaying development long enough that interest rates, inflation and rising demand for electricity make it too painful and inconvenient to build it through his resentful community. It’s easy to believe the federal government flexing its muscle here would help with that, either by drawing out the decision-making or employing some other as yet unforeseen stall tactic. “That’s why we’re doing this second letter to the Secretary of Agriculture and Secretary of Energy asking them for help. I think they may be more sympathetic than the president,” Kiler said.
At the moment, Kiler thinks the odds of Piedmont’s construction come down to a coin flip – 50-50. “They’re running straight through us for data centers. We want this project stopped, and we’ll fight as well as we can, but it just seems like ultimately they’re going to do it,” he confessed to me.
Thus is the predicament of the rural Marylander. On the one hand, Kiler’s situation represents a great opportunity for a GOP president to come in and stand with his base against a would-be presidential candidate. On the other, data center development and artificial intelligence represent one of the president’s few economic bright spots, and he has dedicated copious policy attention to expanding growth in this precise avenue of the tech sector. It’s hard to imagine something less “energy dominance” than killing a transmission line.
The White House did not respond to a request for comment.
Plus more of the week’s most important fights around renewable energy.
1. Wayne County, Nebraska – The Trump administration fined Orsted during the government shutdown for allegedly killing bald eagles at two of its wind projects, the first indications of financial penalties for energy companies under Trump’s wind industry crackdown.
2. Ocean County, New Jersey – Speaking of wind, I broke news earlier this week that one of the nation’s largest renewable energy projects is now deceased: the Leading Light offshore wind project.
3. Dane County, Wisconsin – The fight over a ginormous data center development out here is turning into perhaps one of the nation’s most important local conflicts over AI and land use.
4. Hardeman County, Texas – It’s not all bad news today for renewable energy – because it never really is.