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So far, no one’s really picking up the slack.

I resent my go-to charging depot.
Don’t get me wrong: I was psyched when Tesla opened a Supercharger in the parking lot of a nearby In-N-Out burger. The other local Supercharger is located in a garage that charges for parking by the hour. Plus, it’s fun to grab a neapolitan shake while your vehicle gets juice. The problem is that everybody in Southern California loves In-N-Out, so reaching the chargers at dinnertime means navigating through the unruly drive-thru line. This sucks, especially when the battery is nearly depleted and the burger faithful won’t get out of the way.
More than a year ago, salvation was promised in the form of a new Supercharger at a nearby mall, one where I already frequent the Petco. But construction has mysteriously stalled. I stare at the charging map and repeatedly refresh, waiting for the station to come online.
I shouldn’t be surprised at Supercharger deployment being stuck, of course. Earlier this year, in a move nominally intended to keep Tesla nimble and innovative, Elon Musk laid off the team responsible for the Supercharger network at a moment when they were perhaps the most useful people at the company.
While the rest of Tesla sputtered with the rollout of the Cybertruck and reversed course on what to do next, the Supercharger team was preparing for a future in which drivers in EVs from basically all the other car brands could stop at Tesla’s fast-chargers and give the company their money. Instead of leaning into this advantage, Tesla has done the opposite. The Supercharger network is growing, but deployment has proceeded at a slower pace than during the same period in 2023. Before the mass layoff, Tesla was opening more than 30 new Supercharger sites per week; that number dipped to about 15 afterward.
The slowdown matters to a lot of people on the road. Despite Tesla’s recent sales slowdown, its cars make up the vast majority of EVs in America. Deprioritizing the Supercharger network is an annoyance for all those drivers, who may have a harder time taking a road trip to Big Bend National Park, Branson, or Aunt Betty’s house in the boondocks if promised charging depots stay in limbo.
Fewer new Superchargers will make existing stations more congested, too, and that’s before vehicles from other car companies begin to arrive en masse. On a road trip to Lake Tahoe last week I saw my first Rivian plugged into a Tesla station. Ford EVs are starting to get their adapters. Next year, carmakers will begin to build their EVs with Tesla’s North American Charging Standard plug, which will greatly increase congestion at existing Superchargers, especially on popular highway routes.
Whether future EV road trips are convenient or frustrating depends in large part on whether the rest of the industry can pick up the slack should Tesla continue to slow down Supercharger deployment. The track record of competitors like Electrify America and EVgo isn’t inspiring, as their stations have, to date, tended to be rarer, smaller, and more prone to mechanical failure.
Other car companies have pledged to build their own charging depots, which would ease some of the strain. Hope for a better charging future, however, lies largely with the National Electric Vehicle Infrastructure program, which came out of the Bipartisan Infrastructure Law of 2021 and allocated $5 billion to build fast-charging stations along designated highway corridors across the country — see a map of them here.
That money is slowly rolling out in tranches to the states, which had the responsibility of putting forth plans for where they’d build plugs with the money. The result is a patchwork, state-by-state agenda for upgrading the American charging network, but the work is underway. Ohio began construction of the first NEVI-funded charger last October, and you can see where Alabama and Virginia, for example, plan to put theirs. Crucially, much of the funding has already been dispersed. If an EV-unfriendly new president takes office in January, the ball is already rolling.
What’s unclear is whether all these charging depots can match the standard of excellence the Supercharger team created before Musk blew it to bits. Take Alabama’s chargers, which will mostly be built at existing Love’s gas stations. The new stations meet the bare minimum required for NEVI, which is that they have four plugs each capable of delivering 150 kilowatts of power. Tesla’s newest batch of Superchargers deliver 250 kilowatts; Electrify America has some that reach 350. The 20-odd Superchargers already in Alabama offer at least six to eight plugs, with many stations hosting 12 or 16.
Every plug counts. Every time a new station fills in a spot on the nation’s charging map, drivers will be a little more confident that an EV will be able to take them anywhere they need to go. But if the Biden dollars dispersed through NEVI are going to take the place of Tesla’s Supercharger outfit, then the states need to do more than the bare minimum.
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The opinion covered a host of actions the administration has taken to slow or halt renewables development.
A federal court seems to have struck down a swath of Trump administration moves to paralyze solar and wind permits.
U.S. District Judge Denise Casper on Tuesday enjoined a raft of actions by the Trump administration that delayed federal renewable energy permits, granting a request submitted by regional trade groups. The plaintiffs argued that tactics employed by various executive branch agencies to stall permits violated the Administrative Procedures Act. Casper — an Obama appointee — agreed in a 73-page opinion, asserting that the APA challenge was likely to succeed on the merits.
The ruling is a potentially fatal blow to five key methods the Trump administration has used to stymie federal renewable energy permitting. It appears to strike down the Interior Department memo requiring sign-off from Interior Secretary Doug Burgum on all major approvals, as well as instructions that the Interior and the Army Corps of Engineers prioritize “energy dense” projects in ways likely to benefit fossil fuels. Also struck down: a ban on access to a Fish and Wildlife Service species database and an Interior legal opinion targeting offshore wind leases.
Casper found a litany of reasons the five actions may have violated the Administrative Procedures Act. For example, the memo mandating political reviews was “a significant departure from [Interior] precedent,” and therefore “required a ‘more detailed justification’ than that needed for merely implementing a new policy.” The “energy density” permitting rubric, meanwhile, “conflicts” with federal laws governing federal energy leases so it likely violated the APA, the judge wrote.
What’s next is anyone’s guess. Some cynical readers may wonder whether the Supreme Court will just lift the preliminary injunction at the administration’s request. It’s worth noting Casper had the High Court’s penchant for neutralizing preliminary injunctions in mind, writing in her opinion, “The Court concludes that the scope of this requested injunctive relief is appropriate and consistent with the Supreme Court’s limitations on nationwide injunctions.”
On China’s H2 breakthrough, vehicle-to-grid charging, and USA Rare Earth goes to Brazil
Current conditions: In the Atlantic, Tropical Storm Fernand is heading northward toward Bermuda • In the Pacific, Tropic Storm Juliette is active about 520 miles southwest of Baja California, with winds of up to 65 miles per hour • Temperatures are surging past 100 degrees Fahrenheit in South Korea.
Nearly two weeks ago, Vineyard Wind sued one of its suppliers, GE Vernova, to keep the industrial giant from exiting the offshore wind project off the coast of Nantucket in Massachusetts. Now a U.S. court has ordered GE Vernova to finish the job, saying it would be “fanciful” to imagine a new contractor could complete the installation. GE Vernova had argued that Vineyard Wind — a 50/50 joint venture between the European power giant Avangrid and Copenhagen Infrastructure Partners — owed it $300 million for work already performed. But Vineyard Wind countered that the manufacturer remains on the hook for about $545 million to make up for a catastrophic turbine blade collapse in 2024, according to WBUR. “The project is at a critical phase and the loss of [Vineyard Wind]’s principal contractor would set the project back immeasurably,” the Suffolk County Superior Court Judge Peter Krupp wrote in his decision, repeatedly using the name of GE Vernova’s renewables subsidiary. “To pretend that [Vineyard Wind] could go out and hire one or more contractors to finish the installation and troubleshoot and modify [GE Renewables’] proprietary design without [GE Renewables’] specialized knowledge is fanciful.”
Charlotte DeWald fears the world is sleepwalking into tipping points beyond which the Earth’s natural carbon cycles will render climate change uncontrollable. By the time we realize what it means for global weather and agricultural systems that there’s no sea ice in the Arctic sometime in the 2030s, for example, it may be too late to try anything drastic to buy us more time. Much of the discourse around what to do concerns a specific kind of geoengineering called stratospheric aerosol injections, essentially spraying reflective particles into the sky to block the sun’s heat from permeating the increasingly thick layer of greenhouse gases that prevent that energy from naturally radiating back into space. That’s something DeWald, a former Pacific Northwest National Laboratory researcher and climate scientist by training who specialized in modeling aerosol-cloud interactions, knows all about. But her approach is different, using a technology known as mixed-phase cloud thinning, a process similar to cloud seeding. “The idea is that you could dissipate clouds over the Arctic to release heat from the surface to, for example, increase sea ice extent or thickness or integrity,” she told me. “There’s some early modeling that suggests that it could yield significant cooling over the Arctic Ocean.”
With all that context, you can now appreciate the exclusive bit of news I have for you this morning: DeWald is launching a new nonprofit called the Arctic Stabilization Initiative to “evaluate whether targeted interventions can slow dangerous” warming near the Earth’s northern pole. So far, ASI has raised $6.5 million in philanthropic funding toward a five-year budget goal of $55 million to study whether MCT, as mixed-phase cloud thinning is known, could help save the Arctic. The nonprofit has an advisory board stacked with veteran Arctic scientists and put together a “stage-gated” research plan with offramps in case early modeling suggests MCT won’t work or could cause undue environmental damage. The project also has an eye toward engaging with Indigenous peoples and “will ground all future work in respect for Indigenous sovereignty, before any field-based research activity is pursued.” The statement harkens to Harvard University’s SCoPEx trial, a would-be outdoor experiment in spraying reflective aerosols into the atmosphere over Sweden that ran aground after researchers initially failed to consult local stakeholders and a body representing the Indigenous Saami people in the northern reaches of Nordic nations came out against the testing. (By repeatedly invoking ASI’s nonprofit status, DeWald also seemed to draw a contrast with for-profit stratospheric aerosol injection startup Stardust Solutions, which last year Heatmap’s Robinson Meyer reported had raised $60 million.) “We are continuing to move toward critical planetary thresholds without a bible plan for things like tipping points,” DeWald said. “That was the inflection point for me.”

China just took yet another step closer to energy independence, despite its relatively tiny domestic reserves of oil and gas, kicking off the world’s largest project to blend hydrogen into the natural gas system. As part of the experiment, roughly 100,000 households in the center of the Weifang, a prefecture-level city in eastern Shandong province between Beijing and Shanghai, will receive a blend of up to 10% hydrogen through existing gas pipes. The pilot’s size alone “smashes” the world record, according to Hydrogen Insight. Whether that’s meaningful from a climate perspective depends on how you look at things. A fraction of 1% of China’s hydrogen fuel comes from electrolyzer plants powered by clean renewables or nuclear electricity. But the People’s Republic still produces more green hydrogen than any other nation. Last year, the central government made cleaning up heavy industry with green hydrogen a higher priority — a goal that’s been supercharged by the war in Iran. Therein lies the real biggest motivator now. While China relies on imports for natural gas, swapping out more of that fuel for domestically generated hydrogen allows Beijing to claim the moral high ground on emissions and air pollution — all while becoming more energy independent.
Meanwhile, China’s container ships are the latest sector to experiment with going electric and forgoing the need for costly, dirty bunker fuel. A 10,000-ton fully electric cargo vessel capable of carrying 742 shipping containers just started up operations in China this week, according to a video posted on X by China’s Xinhua News service.
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The ability of electric vehicles to serve as distributed energy resources, charging in times of low demand and discharging back onto the grid when demand peaks, has long been a dream of EV enthusiasts and DER advocates alike. California’s PG&E utility launched a small bi-directional charging program in 2023, allowing owners of Ford F-150 Lightnings to use their trucks as home backup power, and eventually feed energy back onto the grid. The utility added a host of General Motors EVs to the program back in 2025. On Monday, it announced its latest vehicle participant: Tesla’s Cybertruck. The Tesla vehicle will be the first in the program to run on alternating current, which simplifies the equipment necessary and lowers costs for consumers, according to PG&E’s announcement.
In January, I told you about the then-latest company to benefit from President Donald Trump’s dabbling in what you might call state capitalism with American characteristics: USA Rare Earth. The vertically integrated company, which aims to mine rare earths in Texas, took big leaps forward in the past year toward building factories to turn those metals into the magnets needed for modern technologies. For now, however, the company needs ore. On Monday, USA Rare Earth announced plans to buy Brazilian rare earth miner Serra Verde in a deal valued at $2.8 billion in cash and shares. The transaction is expected to be complete by the end of the third quarter of this year. The company pitched the move as a direct challenge to China, which dominates both the processing of rare earths mined at home and abroad. “The world has become too dependent on a single source and it’s high time to break that dependency,” USA Rare Earth CEO Barbara Humpton told CNBC’s “Squawk Box” on Monday.
As if we needed more evidence that the data center backlash is “swallowing American politics,” here’s Heatmap’s Jael Holzman with yet another data point: According to tracking from the Heatmap Pro database, fights against data centers now outnumber fights against wind farms in the U.S. That includes both onshore and offshore wind developments. “Taken together,” Jael wrote, “these numbers describe the tremendous power involved in the data center wars.”
Fights over AI-related developments outnumber those over wind farms in the Heatmap Pro database.
Local data center conflicts in the U.S. now outnumber clashes over wind farms.
More than 270 data centers have faced opposition across the country compared to 258 onshore and offshore wind projects, according to a review of data collected by Heatmap Pro. Data center battles only recently overtook wind turbines, driven by the sudden spike in backlash to data center development over the past year. It’s indicative of how the intensity of the angst over big tech infrastructure is surging past current and historic malaise against wind.
Battles over solar projects have still occurred far more often than fights over data centers — nearly twice as many times, per the data. But in terms of megawatts, the sheer amount of data center demand that has been opposed nearly equals that of solar: more than 51 gigawatts.
Taken together, these numbers describe the tremendous power involved in the data center wars, which is now comparable to the entire national fight over renewable energy. One side of the brawl is demand, the other supply. If this trend continues at this pace, it’s possible the scale of tension over data centers could one day usurp what we’ve been tracking for both solar and wind combined.