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Elon Musk’s cars are woke now?

If you ever get the sudden, inexplicable urge to give yourself a headache, try searching for “woke electric cars” or “woke electric vehicles.” Whether your preferred flavor of headache involves articles, YouTube videos, or just memes, you’re in for an endless sea of anti-EV screeds — often fueled by misinformation or outright disinformation — on social media or on right-leaning news outlets.
Their arguments usually go something like this: EVs are “a tool of tyranny” being “forced” on us as the government takes away our precious gas cars; they run out of power too easily and will leave you stranded at the first sign of bad weather; they’ll leave the U.S. in permanent thrall to China, or kill our auto industry outright; and they’re worse for the environment than internal combustion engines, and thus aren’t going to fix climate change — which isn’t real anyway. (I think that about sums it up.)
I never see this sort of “content” coming from people with a deep understanding of the evolution of automotive technology, or batteries, or anything else that might qualify them to weigh in here. Usually, they’re from your garden-variety opinion-section cranks, or cynical grifters who make a living off their viral hits, or 40-year veterans of oil industry comms. You know the type. But they’re all very vocal in saying that electric cars, essentially, are woke. And while none of them can define what that means, it is clearly very bad.
The sentiment is spreading into our wider consciousness now, and that goes for the whole world, as The Guardian pointed out recently. Here in America, look no further than our presidential race to find examples. Former President Donald Trump — despite having once touted an electric-car startup as a savior of jobs in the Midwest — has railed against EVs as something that will “decimate” auto manufacturing states like Michigan. And amid the rallies he holds in between his various court dates, he’s taken to delivering rants like this one, about a “friend” who needed “two hours” to charge an electric car on a road trip.
Trump’s knowledge of the workings of the auto industry is suspect on a good day. But as goes Trump, so goes the rest of the field. Republican candidates like Vivek Ramaswamy and Nikki Haley have lashed out against EVs in similar ways. This summer, Florida Gov. Ron DeSantis vetoed a Republican-sponsored bill back home designed to save the state $277 million by adding EVs to government fleets. DeSantis went this route, as many critics pointed out, really only after Trump stepped up his anti-EV rhetoric; last year the governor was happy to award nearly $70 million to secure fleets of electric transit buses in his state.
DeSantis must have seen the way the wind is blowing on the right, and it’s toward making sure EVs are portrayed as rolling symbols of a failing Biden administration. That’s part of it, for at least some conservatives; but another part is a general disdain of anything seen as “green,” or the continued perception that EVs are just golf cars, unlike manly, macho, V8-powered cars. (That argument also doesn’t hold up when an electric Kia can hang with a Lamborghini in a drag race.) Either way, cars that run on electrons have become embroiled in our never-ending culture wars, and that will only get worse as this election cycle continues.
But there are countless reasons that framing the auto industry’s gradual move to EVs as a cultural issue simply doesn’t hold up:
EVs are just technology, nothing more. An evolution in how cars work, in line with the same trajectory gasoline cars took for decades: more powerful, more efficient, more high-tech. And yes, those moves often followed stricter fuel economy and emissions regulations here and abroad. But most car companies now are global entities; to compete, they have to offer the newest and best or they’ll be left behind. You might even call it the free market at work and right now, the market is speaking: Though many buyers are currently deterred by the high price of this new technology, this year is still on track to be a record one for EV sales as more and more car companies offer new options.
If EVs are woke, then so is electronic fuel injection, forced induction, airbags, power steering … how back in time do we need to go until the cars aren’t woke? Hand-crank starters? The Model T?
America has always subsidized or protected its car industry. Many Republican politicians are angry about the EV tax credit scheme. But while EV tax credits on the consumer side feel relatively new, that’s not the case with the industry writ large. Think about federal and state tax incentives to build car factories. Or how uniquely protectionist tax rules allowed huge (and profitable) American trucks to dominate the market. Or subsidies to the fossil fuel industry. Or even Reagan-era limits on exports from Japan, which just led them to build cars here. Or the bailouts amid the Great Recession.
I could go on and on, but generally speaking, a competitive auto industry is so essential to a country’s economy that its government will go to great lengths to see it succeed. America’s no different, and neither are tax incentives that get people to buy EVs.
Jobs, jobs, jobs. The goal of many investments from Biden’s Inflation Reduction Act is to build an electric car and battery manufacturing infrastructure here in America, so we’re not wholly dependent on China for it. And guess what? Nearly all of the battery plants being built to support this effort are in Southern red states. Georgia, Kentucky, South, and North Carolina and Tennessee are just some of the states that stand to gain tens of thousands of manufacturing jobs. They’re going there for proximity reasons, to support their nearby automakers like Toyota, BMW, Volvo, Nissan and more, but also because those aren’t exactly union-friendly places — an issue the United Auto Workers is not happy about. Seems like all of this would benefit a conservative politician from any of those places, no?
People are not being “forced” into anything. As I’ve written before, the move to a more battery-driven auto industry seems very likely, but it will not be as up-and-to-the-right as many predicted a year ago. It’ll be a rocky, messy, uneven shift that occurs in some countries and even U.S. states ahead of others; that may not be the best thing for our climate but it is reality. In the meantime, no one is being “forced” into this. California and other states may ban the sale of gas cars by the middle of the next decade, but a lot can happen between now and then and all signs point to the market shifting electric by then anyway. Nor have I seen any legislation that would force people to give up their existing cars, which likely would be impossible.
I’m from Texas. You go down there and try telling those people they have to “give up” their F-150s and Silverados. You’d have better luck telling them you’re there to take their guns away; at least they’re used to hearing that. But more and more, as charging grows and U.S.-built batteries drive costs down, hopefully, people will see the benefits of going electric all on their own.
Elon Musk. And here’s probably the ultimate counter-argument to the idea that EVs will wreck your life as much as drag bingo, DEI training at the office, and the other things the TV told you to be very mad about. The modern EV market was catapulted to success by a Texas-based billionaire entrepreneur — the richest man on Earth— who has declared war on the Woke Mind Virus. Say what you want about Musk, and you could say a lot, but Tesla is a genuine American success story. It’s grown from a startup to a global juggernaut with a market cap exceeding that of every other carmaker, all without selling a single gasoline car.
And remember, DeSantis can denounce EVs all he wants, but he still needed Musk and Twitter to announce his candidacy. That’s a pretty inconvenient fact for the anti-EV culture warriors out there.
The truth is, there are valid concerns to be discussed as the auto industry moves away from gasoline; many of them policy-related. Things like the environmental impact of mining, or the labor battle involving EVs that’s playing out in Detroit right now. But that’s not what we’re getting here, with the screeds over electric wokeness — and they just don’t hold up to even a moment of critical thinking.
Naturally, I don’t think the right-wing war on electric cars is going anywhere anytime soon. But ultimately, it may just not matter. The industry’s going to go where it’s going to go in order to compete globally, and all the memes in the world won’t be able to stand in the way of that.
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The Secretary of Energy announced the cuts and revisions on Thursday, though it’s unclear how many are new.
The Department of Energy announced on Thursday that it has eliminated nearly $30 billion in loans and conditional commitments for clean energy projects issued by the Biden administration. The agency is also in the process of “restructuring” or “revising” an additional $53 billion worth of loans projects, it said in a press release.
The agency did not include a list of affected projects and did not respond to an emailed request for clarification. However the announcement came in the context of a 2025 year-in-review, meaning these numbers likely include previously-announced cancellations, such as the $4.9 billion loan guarantee for the Grain Belt Express transmission line and the $3 billion partial loan guarantee to solar and storage developer Sunnova, which were terminated last year.
The only further detail included in the press release was that some $9.5 billion in funding for wind and solar projects had been eliminated and was being replaced with investments in natural gas and building up generating capacity in existing nuclear plants “that provide more affordable and reliable energy for the American people.”
A preliminary review of projects that may see their financial backing newly eliminated turned up four separate efforts to shore up Puerto Rico’s perennially battered grid with solar farms and battery storage by AES, Pattern Energy, Convergent Energy and Power, and Inifinigen. Those loan guarantees totalled about $2 billion. Another likely candidate is Sunwealth’s Project Polo, which closed a $289.7 million loan guarantee during the final days of Biden’s tenure to build solar and battery storage systems at commercial and industrial sites throughout the U.S. None of the companies responded to questions about whether their loans had been eliminated.
Moving forward, the Office of Energy Dominance Financing — previously known as the Loan Programs Office — says it has $259 billion in available loan authority, and that it plans to prioritize funding for nuclear, fossil fuel, critical mineral, geothermal energy, grid and transmission, and manufacturing and transportation projects.
Under Trump, the office has closed three loan guarantees totalling $4.1 billion to restart the Three Mile Island nuclear plant, upgrade 5,000 miles of transmission lines, and restart a coal plant in Indiana.
With a China-Canada import deal and Geely showing up at CES, these low-priced models are getting ever-closer to American roads.
Chinese EVs are at the gates.
Low-priced electric vehicles by the likes of Geely, BYD, and Zeekr have already sold enormous numbers in their home country and spearheaded EV growth around the world, from Southeast Asia to Latin America. Now they’re closing in on America’s borders. Canada just agreed to a new trade deal with Beijing that would kill the country’s 100% tariff on Chinese cars and, presumably, allow them to undercut the existing Canadian car market. In Mexico, EV sales surged by 29% in 2025 thanks to the arrival of Chinese models.
Though China’s EVs are still unavailable in the U.S., they feel ever-present already. Auto journalists (myself included) drive these vehicles abroad and rave about how capable they are, especially for the price. Social media influencer hype has fed an appetite for both entry-level and luxury Chinese models — and confused plenty of Americans wondering why they can’t buy them. Headlines speculate about how the Detroit auto giants could ever hope to compete once cheap BYD Dolphins start to populate American roads. Chinese giant Geely, which owns Volvo and Polestar, appeared at CES earlier this month, as if to signal that the arrival of Chinese electric vehicles is imminent.
But is it? The outlook remains rather murky.
The first thing to know is that Chinese cars are not outright banned from coming to America. Instead, it’s a constellation of economic and technological headaches that keeps Beijing at bay. A 100% tariff makes it difficult to compete on cost, even with America’s notoriously expensive EVs. America’s safety and emissions standards are difficult and expensive to meet. Because of national security concerns, connected cars (i.e. those that can hook into the internet) cannot use Chinese-made software, a ban that’s soon to expand to electronic hardware.
Those restrictions aren’t likely to change anytime soon. Sean Duffy, the U.S. transportation secretary, responded to Canada’s removal of its Chinese car tariff by saying our neighbor to the north would “surely regret it.” Members of Congress from both parties are largely opposed to allowing Chinese cars into America under the logic of protectionism for U.S. automakers.
Yet all that might not be enough to prevent the eventual arrival of Geelys and BYDs. The first variable is the unpredictability of President Trump, who has said before that he would like to see Chinese-made cars in America. I don’t expect the United States to eliminate its tariff entirely the way Canada has, but look, you just never know what the heck is going to happen these days.
In the meantime, Chinese automakers are strategizing how they might navigate the rules in place and sell cars here anyway. Crash safety, for example, isn’t the impediment it might appear to be. China’s carmakers have intentionally designed their models in such a way that they could be tweaked, rather than totally redesigned, to meet more stringent rules.
As for the rest, the global reach of these companies could help them get around rules that specifically target China. Geely, which has suggested it will reveal plans for an American invasion within two to three years, builds Volvos in South Carolina and could use those facilities to build Geely-branded EVs in the United States. Company representatives also hand-waved away the problem of Chinese-made software, arguing that as a global brand, it’s already accustomed to meeting the various data privacy regulations of different countries and regions.
In other words, Chinese car companies could skirt some American hurdles by making their cars a little less Chinese. The problem is that doing so might spoil their secret sauce. Part of the magic of Chinese EVs is their responsive, easy-to-understand touchscreen interface that’s obviously superior to what’s offered in otherwise-excellent electric vehicles by Chevy or Hyundai. There’s no guarantee Geely could easily secure a Western-made replacement of the same quality.
The key question, then, is: Will Americans want the versions of Chinese EVs that come to America? We’ve noted recently that drivers are finally showing signs that they are fed up with the cost of new cars spiraling out of control. The kind of cheap Chinese EVs now on sale around the world would be a godsend for money-stressed Americans who are dependent on the automobile. But tariffs and other aforementioned factors mean that the models we get likely won’t be $10,000 basic transportation machines that undercut the entire overpriced American car economy.
Instead, Geelys for America probably will be big, luxurious vehicles whose appeal is fundamentally about feeling techy, futuristic, and cool, much the way Tesla first won over U.S. drivers. To that end, the brand brought a couple of fancy plug-in hybrid SUVs to CES to show Americans what we’re missing. Five years hence, we might not be missing them at all.
Current conditions: The winter storm barreling from Texas to Delaware could drop up to 2 feet of snow on Appalachia • Severe floods in Mozambique’s province of Gaza have displaced nearly 330,000 people • Parts of northern Minnesota and North Dakota are facing wind chills of -55 degrees Fahrenheit.
President Donald Trump announced a “framework of a future deal” on Greenland on Wednesday and abandoned plans to slap new tariffs on key European Union allies. He offered sparse details of the agreement, though he hinted that at least one provision would allow for the establishment of a missile-defense system in Greenland akin to Israel’s Iron Dome, which Trump has called “The Golden Dome.” On the Arctic island in question, meanwhile, Greenlanders have been preparing for the worst. The newspaper Sermitsiaq reported that generators and water cans have sold out as panic buyers stocked up in anticipation of a possible American invasion.

Geothermal startups had a big day on Wednesday. Zanskar, a company that’s using artificial intelligence to find untapped conventional geothermal resources, raised $115 million in a Series C round. The Salt Lake City-based company — which experts in Heatmap's Insider Survey identified as one of the most promising climate tech startups operating today — is looking to build its first power plants. “With this funding, we have a six power plant execution plan ahead of us in the next three, four years,” Diego D’Sola, Zanskar’s head of finance, told Heatmap’s Katie Brigham. This, he estimates, will generate over $100 million of revenue by the end of the decade, and “unlock a multi-gigawatt pipeline behind that.”
Later on Tuesday, Sage Geosystems, a next-generation geothermal startup using fracking technology to harness the Earth’s heat for energy in places that don’t have conventional resources, announced it had raised $97 million in a Series B. The financing rounds highlight the growing excitement over geothermal energy. If you want a refresher on how it works, Heatmap’s Matthew Zeitlin has a sharp explainer here.
Stegra, the Swedish startup racing to build the world’s first large green steel mill near the Arctic Circle, has recently faced troubles as project costs and delays forced the company to raise over $1 billion in new financing. But last week, Stegra landed a major new customer, marking what Canary Media called “a step forward for the beleaguered project.” A subsidiary of the German industrial giant Thyssenkrupp agreed to buy a certain type of steel from Stegra’s plant, which is set to start operations next year. Thyssenkrupp Materials Services said it would buy tonnages in the “high-six-digit range” of “non-prime” steel, a version of the metal that doesn’t meet the high standards for certain uses but remains strong and durable enough for other industrial applications.
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For years, Tesla’s mission statement has captured its focus on building electric vehicles, solar panels, and batteries: “Accelerating the world’s transition to sustainable energy.” Now, however, billionaire Elon Musk’s manufacturing giant has broadened its pitch. The company’s new mission statement, announced on X, reads: “Building a world of amazing abundance.” The change reflects a wider shift in the cultural discourse around the transition to new energy and transportation technologies. Even experts polled in our Insiders Survey want to ditch “climate change” as a term. The fatigue was striking coming from the very scientists, policymakers, and activists working to defend against the effects of human-caused temperature rise and decarbonize the global economy.That dynamic has fueled the push to refocus rhetoric on the promise of cheaper, more efficient, and more abundant technological luxuries — a concept Tesla appears to be tapping into now. It may be time for a change. As Matthew wrote in September, Tesla’s market share hit an all-time low last year.
In yesterday’s newsletter, I told you that the Tokyo Electric Power Company had delayed the restart of the Kashiwazaki Kariwa nuclear power station in western Japan over an alarm malfunction. It wasn’t immediately clear how quickly Japan’s state-owned utility would clear up the issue. It turns out, pretty quickly. The pause lasted just 24 hours before Tepco brought Unit 6 of the seven-reactor facility back online, NucNet reported.
Things are getting steamy in the frigid waters of Alaska’s Bristol Bay. New research from Florida Atlantic University’s Harbor Branch Oceanographic Institute found that a small population of beluga whales survive the long haul by mating with multiple partners over several years. It’s not just the males finding multiple female partners, as is the case with some other mammals. The study found that both males and females mated with multiple partners over several years. “What makes this study so thrilling is that it upends our long-standing assumptions about this Arctic species,” Greg O’Corry-Crowe, the research professor who authored the study, said in a press release. “It’s a striking reminder that female choice can be just as influential in shaping reproductive success as the often-highlighted battles of male-male competition. Such strategies highlight the subtle, yet powerful ways in which females exert control over the next generation, shaping the evolutionary trajectory of the species.”