You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
The Changli is weird, about $1,000, and a surprisingly compelling vision of the future.

If you’re trying to solve a problem, it’s unlikely that anyone is going to look over your efforts, scribble things on a pad, scowl, and then say, “Have you tried half-assing it? Really phone it in?” This almost never happens. And yet it's precisely what I think needs to happen for electric cars to live up to their potential. They need to suck far, far more than they currently do. I know this sounds like what many experts would call “a terrible idea” and “stupid,” but I’m confident in this belief for one very notable reason: I’ve lived it.
For the past few years, I’ve used and enjoyed an electric car that is, by the standards of any EV available on the mass market today, terrible. I’m talking about something with about 1/10th the range, about 1/250th the horsepower (and that’s being generous), and maybe 1/5th the maximum speed of a modern EV. These are the sort of specs that should be charitably considered garbage.
And yet, despite it all, what I’ve learned is that not only are such meager capabilities enough for a shocking amount of my transportation needs, the whole experience has been downright fun. Yes, fun.
The car I’m talking about is called the Changli Freeman, and I believe it is the cheapest car in the world. In fact, that was the initial reason I bought it. You see, my job is to write about and do things with interesting cars, so when the pandemic arrived in 2020, that put a real crimp in my usual plans of traveling to people with strange cars all over the country and driving them, on video, to the delight of audiences in the high severals.
So, stuck at home, I hatched a new plan: I’d bring the interesting cars to me! Well, one interesting car, and that interesting car would be the cheapest new car one could buy.
My research brought me to a category of automobile that is known in their native land, China, as 老头乐, something that translates to “old man happy car.” That’s because this type of car is primarily sold to elderly folks in second-tier cities who need something to get to the market or pick up grandkids from school. Slow is just fine, and the legality of these cars, even in their native China, is muddy, at best. But they are definitely cars, of a sort.
At $930, the Changli was the cheapest of the cheap. Add in the necessary five 12V lead-acid batteries, which aren’t included in the base price, and the bill lurches up to $1,200, still absolutely, impossibly, floor-settingly dirt cheap for a new car of any kind.
Oh, and perhaps equally incredibly, I found this car on the website Alibaba.com, and bought it online, just like you would buy a video game console that looks like a Playstation 5 but perversely only plays 40-year-old Nintendo games.
Sure, shipping from China and all of the related customs hassles brought the total cost to about $3,300, but even so, we’re still talking about something wildly inexpensive. We’re still comfortably lying down on that bottom tier, and if you need further proof of this, here’s a video of me when I first got it and had to take it out of the massive cardboard box it shipped in:
Unboxing The World's Cheapest New Car Reveals It's So Much Better Than You Thinkwww.youtube.com
Now, aside from the fact that my new car arrived in a cardboard box, what you should note is my raw, unmitigated delight.
I had been genuinely ready to accept what would effectively be a plastic porta-potty-type body on a crude, flimsy chassis with a chain-driven axle and an effective operational lifespan roughly on par with your average mosquito. But that’s not what I got. What I got was a very cleverly-designed little car with an all-steel body, all the required legal lights and indicators, a windshield wiper, heater, radio with an MP3 player, and even a freaking backup camera. It was so much better than I ever could have imagined.
I later brought the Changli to Munro and Associates, one of the leading vehicular evaluation companies in the world, a place where major automotive manufacturers bring competitors' products to determine how they’re built and how much it costs to make them.
Sandy Munro, who runs the company, was genuinely stunned by what the Changli had to offer, and how it was made:
Sandy Munro Attempts To Demystify The Absurdly Low Cost Of The Changliwww.youtube.com
Remember, these are the reactions of someone who has torn down every major electric car on the market, from Teslas to Fords to BMWs. He knows what he’s talking about.
The specs on the car aren’t exactly impressive: 1.1 horsepower electric motor, 60V of batteries which gave a (tested) range of 27 miles, and a top speed of about 25 mph or so, though something around 20 was more common. My kid is able to run up a hill faster than the Changli can get up it. And yet, somehow, it works.
Here's What The World's Cheapest Electric Car Is Like To Drivewww.youtube.com
It actually does more than just work; it’s a usable transportation solution for far more of my normal transportation needs than I’d have ever guessed. While it may have come into my life as a curio, it very rapidly became an actually useful conveyance.
I used it to go to the grocery store. I sometimes took my kid to school in it, or to a friend’s house. I picked up take-out. I got parts from the auto parts store when one or more of my “real” cars needed repair. I met friends out at restaurants or galleries or clubs in town, and when I did, I could always park where no one else could, nose-to-curb or in tiny nooks behind dumpsters or any number of other small, forgotten spaces.
I did all of the sorts of mundane, low-distance, low-speed personal transportation acts that we all do, and which command a far larger percentage of our day-to-day transportation needs than many of us realize.
Now, I live in an environment where this sort of thing is perhaps unusually possible. It’s a college town, so there’s a lot of fairly dense commerce surrounded by a lot of low-speed streets, which makes it ideal for using a low-speed neighborhood electric vehicle (as it’s technically classed). According to the rules of this vehicle classification, which varies a lot from state-to-state, I can drive my absurd little machine on any street with a speed limit of 35 mph or less, though I think I can cross streets with higher limits.
There’s no highway travel, of course, but that’s not a restriction I’d need to be told to obey, as trying to drive this thing on a highway would be like shoving a sloth into the path of a cattle stampede. Were I to be in an accident with something like an F-150, I’d probably end up accordian’d like a cartoon coyote.
What I learned was that about 75% of my daily transportation needs could be accomplished with this shockingly minimal machine, and, even better, done with more fun than getting in a full-sized car. It was even easier than driving my regular cars! It was quiet and leisurely and everyone who saw this refugee from Cartoonistan greeted it with amused bewilderment or a smile or both.
Compared to a real EV like, say, a Tesla Model 3, this thing is a joke. But it’s a joke that can get to and from the grocery store in about the same amount of time when driving through town, and accomplish pretty much the same job, for a tiny fraction of the price and without hauling around an extra 3,000 pounds of car and battery that were, for the purposes of a trip like a grocery run, just dead weight.
There’s something in the automotive industry known as “vehicle demand energy,” which basically refers to the amount of energy needed to simply put the whole car in motion. The vehicle demand energy of a Tesla or a Ford Mach-E or even a Nissan Leaf is orders of magnitude higher than what the Changli demands, and for an awful lot of driving, that’s wasted energy.
If we’re really serious about using EVs to make a real dent in climate issues and energy usage, then we should adjust our thinking to make room for Changli-type vehicles.
Side by side with a “real car,” the Changli looks like a comical, shrunken subset, but compared to other minimalistic electric, low-speed transportation solutions like an e-bike, it feels like being carried in a luxurious, silken-draped litter. Unlike an e-bike, you’re still enjoying complete protection from the weather, and since you’re not teetering on a pair of wheels, but are rather cozily lounging inside a metal box, you can carry so much more stuff.
That’s why a minimal car-esque EV like the Changli is viable for transporting, say, tubs of Chinese food home or taking your kid to school: It’s a car, not a bike. It’s an obvious thing to note, but it’s a big deal when it comes to actually using the thing.
Sure, you can’t take a roadtrip in a Changli, but you knew that from the moment you looked at it. It is just a case of the right tool for the right job. Live somewhere dense, with a lot of low-speed travel? Maybe a Changli makes sense! Live on a compound and it’s a 45-minute trip if you need dental floss? Maybe not. There will always be a place for long-range, comfortable and safe EVs, capable of high speeds and long road trips, but they don’t need to be your daily driver.
Perhaps many of us will have small, fun, a-bit-better-than-Changli-type vehicles that we drive day-to-day, and then take majestic powerful, long-range EVs on the occasional road trip.
This doesn’t have to be a punishment. I’m a gearhead, I love cars and driving, and I can honestly say my driving experiences in the Changli have been a blast. I even took it to a track event. I’m pretty sure I hit 26 mph, and, like any car at its limit, it was pretty fun, making those bagel-sized tires squeal and feeling that tall, silly body lean and tilt like a drunk on an escalator.
Already in Europe we’re starting to see some realization that this sort of category is viable; French carmaker Citroën has a cheap, $10,000-ish car called the Ami that is classified under European quadracycle laws, which is essentially a category for low-speed city cars, which make a lot of sense the dense urban landscapes found all over Europe.
The Ami’s speed is limited to 28 mph (I suspect it’s technically capable of more), and it can go about 47 miles on a full charge, both of which are enough for the job it’s designed to do. The more I think about cars like the Changli and the Ami, the more I think they should be far, far more common than they are.
If we want to really change the transportation landscape in a way that’s good for the climate, is less demanding on the difficult rare-earth resources required to make EV batteries (for the resources that go into the battery of one full-range and power EV, you can likely make at least three short-range-use EVs), and yet still preserves so much of the personal transportation freedom that we’ve all grown to expect, then its time to really think about scaling down the sorts of vehicles that we use for all the little drives we do.
And, remember, it’s not a punishment. It’ll be fun. I know, because, again, I’m doing it, in the most minimal, ridiculous way possible.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
It’s either reassure investors now or reassure voters later.
Investor-owned utilities are a funny type of company. On the one hand, they answer to their shareholders, who expect growing returns and steady dividends. But those returns are the outcome of an explicitly political process — negotiations with state regulators who approve the utilities’ requests to raise rates and to make investments, on which utilities earn a rate of return that also must be approved by regulators.
Utilities have been requesting a lot of rate increases — some $31 billion in 2025, according to the energy policy group PowerLines, more than double the amount requested the year before. At the same time, those rate increases have helped push electricity prices up over 6% in the last year, while overall prices rose just 2.4%.
Unsurprisingly, people have noticed, and unsurprisingly, politicians have responded. (After all, voters are most likely to blame electric utilities and state governments for rising electricity prices, Heatmap polling has found.) Democrat Mikie Sherrill, for instance, won the New Jersey governorship on the back of her proposal to freeze rates in the state, which has seen some of the country’s largest rate increases.
This puts utilities in an awkward position. They need to boast about earnings growth to their shareholders while also convincing Wall Street that they can avoid becoming punching bags in state capitols.
Make no mistake, the past year has been good for these companies and their shareholders. Utilities in the S&P 500 outperformed the market as a whole, and had largely good news to tell investors in the past few weeks as they reported their fourth quarter and full-year earnings. Still, many utility executives spent quite a bit of time on their most recent earnings calls talking about how committed they are to affordability.
When Exelon — which owns several utilities in PJM Interconnection, the country’s largest grid and ground zero for upset over the influx data centers and rising rates — trumpeted its growing rate base, CEO Calvin Butler argued that this “steady performance is a direct result of a continued focus on affordability.”
But, a Wells Fargo analyst cautioned, there is a growing number of “affordability things out there,” as they put it, “whether you are looking at Maryland, New Jersey, Pennsylvania, Delaware.” To name just one, Pennsylvania Governor Josh Shapiro said in a speech earlier this month that investor-owned utilities “make billions of dollars every year … with too little public accountability or transparency.” Pennsylvania’s Exelon-owned utility, PECO, won approval at the end of 2024 to hike rates by 10%.
When asked specifically about its regulatory strategy in Pennsylvania and when it intended to file a new rate case, Butler said that, “with affordability front and center in all of our jurisdictions, we lean into that first,” but cautioned that “we also recognize that we have to maintain a reliable and resilient grid.” In other words, Exelon knows that it’s under the microscope from the public.
Butler went on to neatly lay out the dilemma for utilities: “Everything centers on affordability and maintaining a reliable system,” he said. Or to put it slightly differently: Rate increases are justified by bolstering reliability, but they’re often opposed by the public because of how they impact affordability.
Of the large investor-owned utilities, it was probably Duke Energy, which owns electrical utilities in the Carolinas, Florida, Kentucky, Indiana, and Ohio, that had to most carefully navigate the politics of higher rates, assuring Wall Street over and over how committed it was to affordability. “We will never waver on our commitment to value and affordability,” Duke chief executive Harry Sideris said on the company’s February 10 earnings call.
In November, Duke requested a $1.7 billion revenue increase over the course of 2027 and 2028 for two North Carolina utilities, Duke Energy Carolinas and Duke Energy Progress — a 15% hike. The typical residential customer Duke Energy Carolinas customer would see $17.22 added onto their monthly bill in 2027, while Duke Energy Progress ratepayers would be responsible for $23.11 more, with smaller increases in 2028.
These rate cases come “amid acute affordability scrutiny, making regulatory outcomes the decisive variable for the earnings trajectory,” Julien Dumoulin-Smith, an analyst at Jefferies, wrote in a note to clients. In other words, in order to continue to grow earnings, Duke needs to convince regulators and a skeptical public that the rate increases are necessary.
“Our customers remain our top priority, and we will never waver on our commitment to value and affordability,” Sideris told investors. “We continue to challenge ourselves to find new ways to deliver affordable energy for our customers.”
All in all, “affordability” and “affordable” came up 15 times on the call. A year earlier, they came up just three times.
When asked by a Jefferies analyst about how Duke could hit its forecasted earnings growth through 2029, Sideris zeroed in on the regulatory side: “We are very confident in our regulatory outcomes,” he said.
At the same time, Duke told investors that it planned to increase its five-year capital spending plan to $103 billion — “the largest fully regulated capital plan in the industry,” Sideris said.
As far as utilities are concerned, with their multiyear planning and spending cycles, we are only at the beginning of the affordability story.
“The 2026 utility narrative is shifting from ‘capex growth at all costs’ to ‘capex growth with a customer permission slip,’” Dumoulin-Smith wrote in a separate note on Thursday. “We believe it is no longer enough for utilities to say they care about affordability; regulators and investors are demanding proof of proactive behavior.”
If they can’t come up with answers that satisfy their investors, ultimately they’ll have to answer to the voters. Last fall, two Republican utility regulators in Georgia lost their reelection bids by huge margins thanks in part to a backlash over years of rate increases they’d approved.
“Especially as the November 2026 elections approach, utilities that fail to demonstrate concrete mitigants face political and reputational risk and may warrant a credibility discount in valuations, in our view,” Dumoulin wrote.
At the same time, utilities are dealing with increased demand for electricity, which almost necessarily means making more investments to better serve that new load, which can in the short turn translate to higher prices. While large technology companies and the White House are making public commitments to shield existing customers from higher costs, utility rates are determined in rate cases, not in press releases.
“As the issue of rising utility bills has become a greater economic and political concern, investors are paying attention,” Charles Hua, the founder and executive director of PowerLines, told me. “Rising utility bills are impacting the investor landscape just as they have reshaped the political landscape.”
Plus more of the week’s top fights in data centers and clean energy.
1. Osage County, Kansas – A wind project years in the making is dead — finally.
2. Franklin County, Missouri – Hundreds of Franklin County residents showed up to a public meeting this week to hear about a $16 billion data center proposed in Pacific, Missouri, only for the city’s planning commission to announce that the issue had been tabled because the developer still hadn’t finalized its funding agreement.
3. Hood County, Texas – Officials in this Texas County voted for the second time this month to reject a moratorium on data centers, citing the risk of litigation.
4. Nantucket County, Massachusetts – On the bright side, one of the nation’s most beleaguered wind projects appears ready to be completed any day now.
Talking with Climate Power senior advisor Jesse Lee.
For this week's Q&A I hopped on the phone with Jesse Lee, a senior advisor at the strategic communications organization Climate Power. Last week, his team released new polling showing that while voters oppose the construction of data centers powered by fossil fuels by a 16-point margin, that flips to a 25-point margin of support when the hypothetical data centers are powered by renewable energy sources instead.
I was eager to speak with Lee because of Heatmap’s own polling on this issue, as well as President Trump’s State of the Union this week, in which he pitched Americans on his negotiations with tech companies to provide their own power for data centers. Our conversation has been lightly edited for length and clarity.
What does your research and polling show when it comes to the tension between data centers, renewable energy development, and affordability?
The huge spike in utility bills under Trump has shaken up how people perceive clean energy and data centers. But it’s gone in two separate directions. They see data centers as a cause of high utility prices, one that’s either already taken effect or is coming to town when a new data center is being built. At the same time, we’ve seen rising support for clean energy.
As we’ve seen in our own polling, nobody is coming out looking golden with the public amidst these utility bill hikes — not Republicans, not Democrats, and certainly not oil and gas executives or data center developers. But clean energy comes out positive; it’s viewed as part of the solution here. And we’ve seen that even in recent MAGA polls — Kellyanne Conway had one; Fabrizio, Lee & Associates had one; and both showed positive support for large-scale solar even among Republicans and MAGA voters. And it’s way high once it’s established that they’d be built here in America.
A year or two ago, if you went to a town hall about a new potential solar project along the highway, it was fertile ground for astroturf folks to come in and spread flies around. There wasn’t much on the other side — maybe there was some talk about local jobs, but unemployment was really low, so it didn’t feel super salient. Now there’s an energy affordability crisis; utility bills had been stable for 20 years, but suddenly they’re not. And I think if you go to the town hall and there’s one person spewing political talking points that they've been fed, and then there’s somebody who says, “Hey, man, my utility bills are out of control, and we have to do something about it,” that’s the person who’s going to win out.
The polling you’ve released shows that 52% of people oppose data center construction altogether, but that there’s more limited local awareness: Only 45% have heard about data center construction in their own communities. What’s happening here?
There’s been a fair amount of coverage of [data center construction] in the press, but it’s definitely been playing catch-up with the electric energy the story has on social media. I think many in the press are not even aware of the fiasco in Memphis over Elon Musk’s natural gas plant. But people have seen the visuals. I mean, imagine a little farmhouse that somebody bought, and there’s a giant, 5-mile-long building full of computers next to it. It’s got an almost dystopian feel to it. And then you hear that the building is using more electricity than New York City.
The big takeaway of the poll for me is that coal and natural gas are an anchor on any data center project, and reinforce the worst fears about it. What you see is that when you attach clean energy [to a data center project], it actually brings them above the majority of support. It’s not just paranoia: We are seeing the effects on utility rates and on air pollution — there was a big study just two days ago on the effects of air pollution from data centers. This is something that people in rural, urban, or suburban communities are hearing about.
Do you see a difference in your polling between natural gas-powered and coal-powered data centers? In our own research, coal is incredibly unpopular, but voters seem more positive about natural gas. I wonder if that narrows the gap.
I think if you polled them individually, you would see some distinction there. But again, things like the Elon Musk fiasco in Memphis have circulated, and people are aware of the sheer volume of power being demanded. Coal is about the dirtiest possible way you can do it. But if it’s natural gas, and it’s next door all the time just to power these computers — that’s not going to be welcome to people.
I'm sure if you disentangle it, you’d see some distinction, but I also think it might not be that much. I’ll put it this way: If you look at the default opposition to data centers coming to town, it’s not actually that different from just the coal and gas numbers. Coal and gas reinforce the default opposition. The big difference is when you have clean energy — that bumps it up a lot. But if you say, “It’s a data center, but what if it were powered by natural gas?” I don’t think that would get anybody excited or change their opinion in a positive way.
Transparency with local communities is key when it comes to questions of renewable buildout, affordability, and powering data centers. What is the message you want to leave people with about Climate Power’s research in this area?
Contrary to this dystopian vision of power, people do have control over their own destinies here. If people speak out and demand that data centers be powered by clean energy, they can get those data centers to commit to it. In the end, there’s going to be a squeeze, and something is going to have to give in terms of Trump having his foot on the back of clean energy — I think something will give.
Demand transparency in terms of what kind of pollution to expect. Demand transparency in terms of what kind of power there’s going to be, and if it’s not going to be clean energy, people are understandably going to oppose it and make their voices heard.