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Electric Vehicles

Volvo Is Watering Down Its 2030 All-Electric Pledge

On EV sales, rural clean energy, and a union vote

Volvo Is Watering Down Its 2030 All-Electric Pledge
Heatmap Illustration/Getty Images

Current conditions: Thunderstorms brought widespread flooding to Tampa Bay, Florida • The famous Constantine Arch in Rome was damaged by lightning • Super Typhoon Yagi is now the second-most powerful storm of 2024 and is expected to hit China on Friday.

THE TOP FIVE

1. Biden to announce $7.3 billion in rural clean energy grants

The Biden administration today is expected to announce $7.3 billion in grants for rural electric cooperatives to finance clean energy projects aimed at bringing reliable, affordable energy to rural Americans. The infusion, which comes from the Empowering Rural America (New ERA) program of the Inflation Reduction Act, is “the largest investment in rural electrification since FDR’s administration,” said White House Deputy Chief of Staff Natalie Quillian. The 16 cooperatives will have projects dotted across 23 states. The projects are expected to create 4,500 permanent jobs and prevent more than 43 million tons of greenhouse gas pollution each year. Biden will announce the news at the Dairyland Power Cooperative in Wisconsin. Dairyland will receive $573 million for solar and wind installations across Wisconsin, Iowa, Minnesota, and Illinois. “One in five rural Americans will benefit from these clean energy investments, thanks to partnerships with rural electric cooperatives like Dairyland,” said Agriculture Secretary Tom Vilsack in a statement. “Put simply, this is rural power, for rural America.”

2. Volvo walks back 2030 all-electric pledge

Volvo is watering down its commitment to sell only electric vehicles by 2030, aiming instead to have at least 90% of its sales be electric or plug-in hybrid vehicles by that year. CEO Jim Rowan blamed market forces, lack of EV charging infrastructure, and lower-than-expected customer demand for the change. The company said it will invest in plug-in hybrids for growth. “We are resolute in our belief that our future is electric,” Rowan said. “However, it is clear that the transition to electrification will not be linear, and customers and markets are moving at different speeds.” The walk-back follows similar moves from other carmakers including Ford. Volvo was one of the first legacy automakers to commit to a fully-electric future, and as the Financial Times noted, it “remains the most bullish about the transition.”

3. Parts of L.A. could hit 118 degrees this week

The intense heat wave positioned over the West Coast is bringing dangerously hot temperatures to Southern California. In some areas, temperatures will be 20 degrees above normal for this time of year. Los Angeles will see triple-digit highs through the end of the week. Palm Springs will hit 114 degrees Fahrenheit today. The Woodland Hills neighborhood of L.A. could reach 118 degrees by Friday. “In terms of this summer, it’s going to be the hottest we’ve seen or close to it,” Mike Wofford, a meteorologist with the National Weather Service, told the Los Angeles Times. Cooling centers are open across the state and are listed here. According to the California Office of Environmental Health Hazard Assessment, average annual temperatures in the state have risen by about 2.5 degrees Fahrenheit since 1895. Seven of the past eight years have been the warmest on record.

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  • 4. Ultium battery plant in Tennessee votes to unionize

    The Ultium electric vehicle battery plant in Spring Hill, Tennessee, has joined the United Auto Workers union. The plant, which employs 1,000 people, is a joint venture between General Motors and LG Energy Solution. The UAW said in a statement that “the workers organized without facing threats or intimidation and won their union once a majority of workers signed cards.” This is the second Ultium plant to unionize, but the first in the South. The other, in Ohio, joined the UAW in 2022. “It could be a big deal,” wrote Jameson Dow at Electrek, “given the developing ‘battery belt’ in the U.S. South, where many companies have decided to build battery plants, with hundreds of billions of dollars in investment and hundreds of thousands of jobs on the docket. If other factories see the success at GM, they might start getting their own ideas and unionization could spread through the industry.”

    5. YouGov poll finds rampant misinformation about EVs

    The results of a new YouGov survey show that drivers are terribly misinformed about the costs, safety, and functionality of electric vehicles. In the survey, 1,000 people who currently drive gas-powered cars were asked to read 10 statements about EVs and identify whether they were true or false. The majority (90%) of participants answered just five or fewer questions correctly, and more than half (57%) of participants scored no higher than two out of 10. In other words, if this test had been scored on an A-F grading scale, nearly everyone would have failed. Sixty-two percent of them said EVs are more expensive to run than internal combustion engine cars (they’re not), 41% thought EVs are more likely to catch fire (they’re not), and 35% believed EVs emit about the same CO2 over their lifetime as ICE vehicles (they don’t).

    “This is affecting drivers’ car choices, with people displaying a poor understanding of EVs being less likely to want their next car to be an EV,” concluded the Energy & Climate Intelligence Unit, the nonprofit that commissioned the survey. “Drivers who scored two or less out of 10 were 11 times less likely to want their next car to be an EV than those who scored eight or more out of 10.”

    The survey was conducted in the U.K., but many of these myths are common among U.S. drivers, too.

    THE KICKER

    🙌 The Fight, a new Heatmap Plus weekly newsletter from senior reporter Jael Holzman, just launched. It will deliver must-read exclusive scoops and analysis on the local battles and national trends shaping the future of climate action. Check it out. 🙌

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    Energy

    Trump Wants to Prop Up Coal Plants. They Keep Breaking Down.

    According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.

    Donald Trump as Sisyphus.
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    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.

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    Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.

    Donald Trump, Maryland, and Virginia.
    Heatmap Illustration/Getty Images

    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.

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    Trump Punished Wind Farms for Eagle Deaths During the Shutdown

    Plus more of the week’s most important fights around renewable energy.

    The United States.
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    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.

    • On November 3, Fox News published a story claiming it had “reviewed” a notice from the Fish and Wildlife Service showing that it had proposed fining Orsted more than $32,000 for dead bald eagles that were discovered last year at two of its wind projects – the Plum Creek wind farm in Wayne County and the Lincoln Land Wind facility in Morgan County, Illinois.
    • Per Fox News, the Service claims Orsted did not have incidental take permits for the two projects but came forward to the agency with the bird carcasses once it became aware of the deaths.
    • In an email to me, Orsted confirmed that it received the letter on October 29 – weeks into what became the longest government shutdown in American history.
    • This is the first action we’ve seen to date on bird impacts tied to Trump’s wind industry crackdown. If you remember, the administration sent wind developers across the country requests for records on eagle deaths from their turbines. If companies don’t have their “take” permits – i.e. permission to harm birds incidentally through their operations – they may be vulnerable to fines like these.

    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.

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