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AM Briefing

The U.S. Is Lashing Out at Europe Over Climate

On Hyundai’s ICE delays, Russia’s nuclear hiccup, and China exports its boom

Doug Burgum.
Heatmap Illustration/Getty Images

Current conditions: Warming in the Gulf of Mexico is raising the risk of a tropical storm • Strong winds in the Rocky Mountains and lightning from drier storms are creating conditions for wildfires to spread out West • Heavy rainfall is bringing flash floods to vast swaths of northern India.

THE TOP FIVE

1. Trump administration targets Europe over climate rules

On a trip to Europe to promote U.S. fossil fuel exports on Thursday, Secretary of the Interior Doug Burgum lashed Brussels for adopting a “climate ideology” that he said distracted policymakers in the West from more pressing concerns such as competing with China over artificial intelligence. “What’s going to save the planet is winning the A.I. arms race. We need power to do that and we need it now,” Burgum said, according to The New York Times. “We need to worry about the humans that are on the planet today. The real existential threat right now is not one degree of climate change.”

Back in Washington, the Securities and Exchange Commission issued a warning to European companies operating under accounting rules that prioritize sustainability and climate responsibility. In an interview with the Financial Times, SEC chair Paul Atkins said the International Financial Reporting Standards Foundation was “chasing political fads,” calling the accounting rulemaking organization’s focus on climate “a real issue, a real problem.” Meanwhile, Canada may be getting on board with a U.S. demand to abandon climate targets. Ottawa is considering scrapping a cap on oil emissions as part of its latest update to its decarbonization target, Reuters reported late Thursday night.

2. Hyundai says immigration raid delays battery plant in Georgia

Last week, U.S. Immigration and Customs Enforcement conducted its biggest workplace raid since President Donald Trump returned to office, arresting hundreds of workers at a Hyundai electric vehicle battery plant in Georgia. The vast majority of the workers were South Koreans, as I reported on Monday in this newsletter, spurring a diplomatic incident with Seoul that saw the country’s foreign minister consider a trip to the U.S. For now, the raid has had the immediate effect of delaying the manufacturing facility. Construction at the site, which is co-owned with the battery giant LG Energy Solution, is currently on pause as the companies grapple with worker shortages. The setback could take months to sort out. “This is going to give us minimum two to three months delay, because now all these people want to get back,” Hyundai Chief Executive Officer José Muñoz told Bloomberg. “Then you need to see how can you fill those positions. And for the most part, those people are not in the US.”

“You are already poorer because of this idiocy, you just don’t know it yet,” Heatmap’s Robinson Meyer wrote in a post on X last week, in response to a video of ICE agents chaining workers at the wrists and ankles. “This will crush American manufacturing know-how.”

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  • 3. Only 44% of Americans would welcome a data center

    Project types question, Heatmap Pro poll heatmap.news

    Renewables aren’t the only infrastructure that invites not-in-my-backyard opposition these days. Data centers may be even less popular, according to a national poll conducted by Heatmap’s intelligence platform, Heatmap Pro. The survey of 3,741 American voters asked, “Would you support or oppose a data center being built near where you live?” and found that just 44% of respondents said they would support or strongly support a data center being built near them, while 42% would oppose or strongly oppose it. That’s a net support of only +2%. Nearly all energy projects fared better. Natural gas posted 34% net support, while wind netted 19%, and even nuclear saw 10% net support.

    “It’s worth stepping back and thinking of how remarkable this is,” Heatmap’s Matthew Zeitlin wrote. “The American public, according to Heatmap’s polling, is more skeptical of data centers which, once built, are essentially warehouses than they are of gas-fired power plants which emit, besides the greenhouse gases, nitrogen oxide and sulfur dioxide.”

    4. California lawmakers reach last-minute deal on climate and energy

    In a series of deals struck amid late-night negotiations, California Governor Gavin Newsom and Democratic lawmakers agreed to extend the state’s cap-and-trade program, ease regulations on oil and gas production, reform utility spending, and advance regional energy sharing. Taken together, public radio station KQED wrote, “they present lawmakers with a series of monumental” policy shifts just days before the legislative session ends. Climate activists praised the cap-and-trade extension but lambasted the drilling rules as a sellout to fossil fuel companies. But the utility reforms could prove among the most politically salient as electricity prices soar across the country and capture growing political attention. The overhaul will allow governments to fund grid infrastructure through bonds rather than capital expenditures through the utilities that are ultimately passed on to ratepayers with higher costs.

    Yet even that may have a limited effect on prices. As Heatmap’s Matthew Zeitlin wrote in June, “in the near term, there’s likely not much policymakers can do about electricity prices, and therefore utility bills going up. Renewables are almost certainly the fastest way to get new electrons on the grid, but the completion of even existing projects could be thrown into doubt by the House bill’s strict ‘foreign entity of concern’ rules, which try to extricate the renewables industry from its relationship with China.”

    5. China is exporting its clean-energy boom

    China isn’t just exporting its solar panels, batteries, and electric vehicles. The world’s second largest economy has sharply increased plans for new foreign factory investments in recent years, pledging more than $210 billion since 2022, new research shows. A report from Johns Hopkins University's Net Zero Industrial Policy Lab found that Chinese companies are looking to establish manufacturing sites closer to raw materials overseas. The researchers at the lab and Brown University tracked more than 460 green factories abroad announced by Chinese firms since 2011. More than 80% of them came after 2022. As China’s firms expand abroad, “countries must plan, fund and implement green industrial policies and bargain hard with Chinese firms to achieve their priority of sustainable development,” Tim Sahay, co-director of the Net Zero Industrial Policy Lab, told Bloomberg.

    THE KICKER

    Chinese scientists have created a new material that makes liquor taste better while slashing pollution from the distilling process. Using a series of heating, chemical, and steam treatments, researchers transformed distiller’s grains into a composite material made of activated carbon and silica, known as AC-SiO2. The new material is able to remove nearly 86% of the benzaldehyde, the naturally occuring substance formed during fermentation that causes off flavors and potential health problems from drinking. Instead, the AC-SiO2 captures the benzaldehyde molecules. “This work not only provides a green solution for the liquor industry but also shows how agricultural waste can be upgraded into something valuable,” Zhicheng Jiang, a co-author of the study from Sichuan University, said in a press release.

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    AM Briefing

    New York Quits

    On microreactor milestones, the Colorado River, and ‘crazy’ Europe

    Wind turbines.
    Heatmap Illustration/Getty Images

    Current conditions: A train of three storms is set to pummel Southern California with flooding rain and up to 9 inches mountain snow • Cyclone Gezani just killed at least four people in Mozambique after leaving close to 60 dead in Madagascar • Temperatures in the southern Indian state of Kerala are on track to eclipse 100 degrees Fahrenheit.


    THE TOP FIVE

    1. New York abandons its fifth offshore wind solicitation

    What a difference two years makes. In April 2024, New York announced plans to open a fifth offshore wind solicitation, this time with a faster timeline and $200 million from the state to support the establishment of a turbine supply chain. Seven months later, at least four developers, including Germany’s RWE and the Danish wind giant Orsted, submitted bids. But as the Trump administration launched a war against offshore wind, developers withdrew their bids. On Friday, Albany formally canceled the auction. In a statement, the state government said the reversal was due to “federal actions disrupting the offshore wind market and instilling significant uncertainty into offshore wind project development.” That doesn’t mean offshore wind is kaput. As I wrote last week, Orsted’s projects are back on track after its most recent court victory against the White House’s stop-work orders. Equinor's Empire Wind, as Heatmap’s Jael Holzman wrote last month, is cruising to completion. If numbers developers shared with Canary Media are to be believed, the few offshore wind turbines already spinning on the East Coast actually churned out power more than half the time during the recent cold snap, reaching capacity factors typically associated with natural gas plants. That would be a big success. But that success may need the political winds to shift before it can be translated into more projects.

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    Trump’s Assault on the Clean Air Act and What Happens Next

    In this special episode, Rob goes over the repeal of the “endangerment finding” for greenhouse gases with Harvard Law School’s Jody Freeman.

    Donald Trump and Lee Zeldin.
    Heatmap Illustration/Getty Images

    President Trump has opened a new and aggressive war on the Environmental Protection Agency’s ability to limit climate pollution. Last week, the EPA formally repealed its scientific determination that greenhouse gases endanger human health and the environment.

    On this week’s episode of Shift Key, we find out what happens next.

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    Donald Trump and Lee Zeldin.
    Heatmap Illustration/Getty Images

    This transcript has been automatically generated.

    Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.

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