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:
In 2025, it’s time for stern resolve and bold maneuvers.
This year has reshaped the political landscape of climate action in ways few could have predicted. From the European Parliament to the US presidency, elections have upended the alliances and leadership structures that have traditionally driven climate progress. A world that as recently as 12 months ago thought it could rely on Europe as the steady hand of global leadership now finds the continent politically fracturing. Across the Atlantic, the United States is once again charting an unpredictable course, although one that will certainly take it further from sensible climate policy, while China continues to lead through industrial dominance rather than diplomatic consensus. It is, to put it mildly, a less-than-ideal setting for tackling the most pressing issue of our time.
Europe’s political shifts may be the most concerning. On the surface it appears the continent’s commitment to climate has held, but underneath tensions are boiling. Once a bastion of ambitious climate policy, the European Union is now grappling with internal instability that risks derailing its leadership.
The EU Commission president’s centrist party remains in power after parliamentary elections, despite rising pressure from the far right and with its commitment to the Green Deal agenda intact. However populist forces — recently represented by farmer backlash to environmental policy — leaves them focused on defending Europe’s existing commitments, rather than driving its next iteration.
In the member states things look more challenging. Italy’s ruling government is openly challenging Europe’s commitment to electric vehicles. In France the spectre of a broad anti climate agenda headlined by once unthinkable notions like a power sector “Frexit” pushed by the country’s right wing was held at bay after parliamentary elections this summer that avoided a far right shift. But a recent no confidence vote on the coalition government’s short-lived prime minister Michel Barnier means that an anti climate agenda from one of the largest and most influential member states is a very real possibility.
And in Germany, the industrial heart of the European Union and its most influential member state, a populist backlash fueled by a stagnating economy included anger over heat pump mandates and has forced the ruling coalition to dissolve and bring elections forward to February. Most observers now believe it’s not a question of whether far-right climate-denying parties will increase in influence, but by how much.
These developments signal that Europe is at a crossroads, and while it may still have a seat on the climate train, it is no longer guaranteed to be in the conductor’s seat.
As Europe falters, attention inevitably shifts to China. The country’s transformation into a clean energy superpower is undeniable — it already dominates solar and battery manufacturing, and has now turned its focus to electric vehicles. Yet China is unlikely to fill Europe’s diplomatic void. Its approach to climate leadership is less about setting global standards and more about demonstrating what’s possible. This isn’t a case of "do as I say" but rather "do as I do.” While this may lead to trade wars and industrial rivalries, it could also send a powerful signal to the rest of the world: Clean energy isn’t just the future — it’s worth fighting for.
Ultimately, the geopolitical shifts of 2024 are a wake-up call for the climate community. What appeared to be lasting policy breakthroughs decades in the making now feel more tenuous. Populist backlash opens hard questions about how climate action can find a broader, more durable base of support. More existentially, the community is left wondering how we build those conditions on a vanishingly short time frame amidst the uncertainty political changes are unleashing.
What is clear is that the playbook that worked in the past will not suffice in this fractured, volatile world. Climate policy simply must become more resilient to political swings by broadening its base of support across the political spectrum in Europe and beyond. That not only makes policy more durable, it also isolates climate denial to the political fringe, and focuses debates on how — not if — we take action.
There is reason to hope such steps are possible. Recent U.S. examples, such as the 18 members of Congress who called for preserving certain investment provisions in the Inflation Reduction Act, demonstrate that climate action can find firmer ground even in a hostile environment. That support was driven by economic opportunity that can defy the gravity of political polarization. There are now millions of people across the political spectrum who own a piece of the clean energy transition, be it a solar home system, an electric vehicle, or a job in a clean energy company. Organize that constituency across party lines, and the politics will follow.
At the same time, the clean energy industry must step up. For all its economic success, it remains politically underpowered. Researchers Robert Brulle and Christian Downie found that from 2008 to 2018, trade associations opposed to climate action outspent climate-positive industry groups by a ratio of 27 to 1. This is neither serious nor sustainable. If clean energy is to cement its place as the backbone of the global economy, it must take greater responsibility for its political future. Industries that shape policy don’t wait for others to speak on their behalf — they do it themselves.
And then there’s the culture. As much as policy matters, culture shapes what policies are possible. To win back the narrative, the climate movement must move beyond technical white papers and elite op-eds focused on rational persuasion to cultural elites. Instead, it needs to create stories that resonate deeply with people’s values and aspirations. Whether that’s through TikTok videos, podcasts, or new forms of media, the goal must be to inspire and connect, not just to educate.
Regardless of the strategic pivots we make, the hard truth is that climate politics may get worse before they get better. Feedback loops — both environmental and political — can drive crises in unexpected ways. Populist backlashes and extreme weather could force governments to retreat into short-termism with key elections looming, making it more difficult to focus on the long view. Or they could combine to give the climate conversation a political salience it has never before had to exploit.
The climate movement has faced existential challenges before and emerged stronger. But no outcome is inevitable, making the strategic choices before us now truly pivotal when the stakes couldn’t be higher. Now is the time to make some bold ones, because our future depends on it.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
On Biden’s big announcement, Montana’s climate case, and the murder hornet
Current conditions: Temperatures across western states are between 10 and 20 degrees Fahrenheit above seasonal averages • A temple in Thailand collapsed after unrelenting heavy rain • It’s hot and humid on the remote Caribbean island of Sombrero, where a lizard that was facing extinction six years ago has made a remarkable comeback thanks to conservation efforts.
In one of his last major environmental moves before leaving office, President Biden today announced a new climate plan for the United States that includes tougher emissions targets.
All countries under the Paris Agreement are required to submit updated climate plans – or nationally determined contributions (NDC) – by February of next year. While the new goal is an improvement, it is “at the lower bound of what the science demands and yet it is close to the upper bound of what is realistic if nearly every available policy lever were pulled,” said Debbie Weyle, U.S. acting director of the World Resources Institute. “Assertive action by states and cities will be essential to achieving this goal.” The Climate Action Tracker project calculates that the U.S. must cut total emissions by at least 62% below 2005 levels by 2030 to be compatible with a goal of limiting warming to 1.5 degrees Celsius. President-elect Trump is expected to take the U.S. out of the Paris Agreement once again.
The Montana Supreme Court yesterday handed a win to a group of 16 youth climate activists, upholding a lower court’s ruling in the landmark Held V. Montana case that the state was violating residents’ constitutional right to a clean environment by permitting fossil fuel projects without considering the climate consequences. The state had argued that its greenhouse gases were a drop in the bucket compared to global emissions, with negligible effects on the climate, but in a 6-1 ruling, the justices disagreed and affirmed the lower court’s decision. “Montana’s right to a clean and healthful environment and environmental life support system includes a stable climate system,” chief justice Mike McGrath wrote.
Get Heatmap AM directly in your inbox every morning:
The Environmental Protection Agency this week gave the green light for California to enforce its ban on sales of new gas-powered cars by 2035. About a dozen other states, plus some major automakers, adhere to California’s strict vehicle emission standards, so the decision could have broad implications. But it also is likely to be revoked by the incoming Trump administration, and a long court battle could ensue.
A new report from a group of leading climate tech and microgrid development firms examined the feasibility of using off-grid solar and storage to provide clean power for AI data centers. It found solar microgrids would cost nearly the same as using off-grid natural gas turbines, could be built on a shorter timeline as opposed to rolling out new grid connections, and are “enormously scalable.” “We found that there is enough available land in the southwest U.S. alone that is close to roads and gas pipelines to build 1,200 gigawatts of offgrid solar microgrid data center capacity, far more than will be needed for the foreseeable future,” said Zeke Hausfather, lead climate researcher at Stripe. Here’s a look at the varying “time to operation” estimates from the report:
And speaking of data centers, Oklo, a nuclear startup chaired by Open AI’s Sam Altman, has secured a 20-year agreement to supply power to data center operator Switch Inc. Under the deal, Oklo will build small modular reactors that can supply up to 12 gigawatts of electricity and come online by 2030. Caveat: The Financial Timesnoted that the deal “is non-binding and the company’s technology is years from production.”
President-elect Trump’s advisers are telling him to let federally funded critical minerals projects go ahead without environmental reviews, Reutersreported. Nixing the review process currently required under the National Environmental Policy Act (NEPA) could speed up mining projects and help cut U.S. dependence on China for critical minerals used in clean tech like electric vehicles, but it could also allow developers to ignore climate change and environmental justice considerations.
The invasive “murder hornet” has been eradicated from the U.S.
Karen Ducey/Getty Images
The central bank cut rates again, but that’s not the headline news.
The Federal Reserve cut interest rates at its third straight meeting — but don’t expect as many cuts next year.
The Fed indicated that it expects only two quarter-point reductions in 2025,down from the four it had forecast in September, when it began its rate-cutting cycle. The news will likely overshadow any relief over lower rates for renewables developers, who have been counting on future cuts to ensure the profitability of their projects.
Since renewables like wind and solar have essentially no “fuel” costs compared to fossil fuel projects like gas-fired power plants, a higher portion of their overall costs must come from borrowed money, not from revenues the project itself produces. This makes the projects much more sensitive to borrowing costs.
The Energy Information Administration has projected that solar capacity will grow by 19.5% in 2025 and that wind capacity will increase by 6%. Wind projects, especially offshore wind projects, could be imperiled by higher interest rates and higher borrowing costs. The energy consulting firm Wood Mackenzie has estimated that a 2 percentage point increase in interest rates causes the price of energy produced by renewables to go up 20%.
Further pressure from inflation could also increase the cost of building out renewables. Several major offshore wind projects — such as New Jersey’s Ocean Wind 1 and 2, which were cancelled last year — have had to have their contracts renegotiated or even thrown out due to unexpected cost increases.
And despite the Federal Reserve interest rate cuts in the last quarter of the year, market interest rates have actually been drifting up in the past few months. Trump’s victory supercharged the stock market with promises of deregulation and general euphoria around tech stocks like Nvidia and Tesla (and crypto) and raised the possibility of higher inflation, with a potential combination of tax cuts, some spending increases, and tariffs.
Some analysts thought that even the Fed’s new rate-cutting forecast was too loose considering the economic data that has been arriving in recent months. “We have a hard time squaring them up against the economic forecasts, which show higher near-term growth, higher near-term inflation, and lower near-term unemployment,” Jefferies analyst Thomas Simons wrote in a note to clients Wednesday.
The new rate-cutting forecasts “amount to a message that the FOMC will tolerate above-target inflation for even longer than they previously indicated,” Simons wrote.
But what the market is focused on is that there may be fewer rate cuts than expected, not that there maybe should have been zero.
Over the past three months, the yield on the 10-year Treasury bond, an often-used benchmark for borrowing costs, has risen from around 3.7% to 4.5%, including a substantial jump following the Fed’s Wednesday announcement. Longer-term interest rates have risen “quite a bit since September,” Federal Reserve chair Jerome Powell said in a press conference Wednesday.
The iShares Global Clean Energy ETF, which tracks a basket of clean energy stocks, fell immediately following the Fed’s rate cut announcement; it fell around 3% today and is down 26% on the year, while broader stock market indices also fell, with the S&P 500 declining just under 3% today
Powell said that both the cut and the new, more restrictive forecast indicate that the Fed is “in a new phase in the process,” and that “from this point forward, it’s appropriate to move cautiously and look for progress on inflation.”
On a new IEA report, EV batteries, and some good news about emissions
Current conditions: Very windy conditions in the UK have sent wind power generation soaring but electricity prices plummeting • Strong storms are expected to bring heavy rain and possibly tornadoes to Nashville, Tennessee • It’s cloudy in Tokyo, where Nissan shares were up on the news that the automaker is in merger talks with Honda.
Greenhouse gas emissions from U.S. federal lands peaked in 2009 and have been mostly falling ever since, according to a report from the U.S. Geological Survey. Federal lands make up nearly 30% of all the nation’s land. In 2009, annual emissions from fossil fuel extraction and use on these lands reached 1,430.9 million metric tons of CO2 equivalent, but had fallen to 1,118.9 million metric tons in 2022. Emissions saw a particularly steep drop in 2020, likely linked to the pandemic, and have been rising, but it’s not clear if the upward trend will continue. Wyoming is a major emitter: Its federal land CO2 emissions in 2022 made up 41% of the national total.
USGS
The same report also found that natural ecosystems (like soil, vegetation, and deadwood) on federal lands are offsetting just 1.4% of the annual emissions, and that “climate conditions” like drought and wildfire have “resulted in a decline in the sink strength of ecosystems on federal lands.” For context, total greenhouse gas emissions for the U.S. have been falling – in 2022 they were down 3% from 1990 levels. Carbon dioxide emissions from federal lands make up about 22% of the U.S. total.
The Department of Energy’s Loan Program Office closed a loan yesterday to fund EV battery plants in Kokomo, Indiana. The $7.54 billion goes to StarPlus Energy – a joint venture between Samsung and Stellantis – and was approved as a conditional loan in early December. At the time it wasn’t clear whether the LPO would be able to finalize it before the Trump administration takes over. The DOE estimates the Indiana projects will create 3,200 construction jobs and 2,800 operations jobs, and the finished plants will produce 67 GWh of batteries, “enough to supply approximately 670,000 vehicles annually.”
DOE/LPO
The Department of Energy on Tuesday published the results of its analysis of the economic and environmental implications of expanding U.S. exports of liquefied natural gas. Among its key findings:
The main takeaway, according to an accompanying letter penned by the Secretary of Energy Jennifer Granholm, is that “a business-as-usual approach is neither sustainable nor advisable.” In a call on Tuesday, Granholm acknowledged that the future is in the next administration’s hands. “We hope that they’ll take these facts into account to determine whether additional LNG exports are truly in the best interest of the American people and economy,” she said.
Global coal demand is set to rise to a new record this year and remain steady through 2027, according to the International Energy Agency. While the rapid rollout of renewables is encroaching on coal’s “century-long supremacy in electricity generation,” soaring power demand is counterbalancing this trend and giving coal a boost, the IEA said in its Coal 2024 report. The future of coal will depend largely on what happens in China, the largest consumer of the world’s dirtiest fuel. This year China, India, and countries in Southeast Asia are projected to account for 75% of global coal demand.
IEA
A new analysis from hundreds of researchers across the world recommends that we stop treating our most pressing global problems as being separate from one another, and instead acknowledge they’re all connected. Solving them will require a holistic approach. Climate change, biodiversity loss, water shortages, food insecurity, and health risks are all interlinked, the assessment says, and decisions to address these challenges should be coordinated to “maximize synergies and minimize trade-offs.” Right now, humanity is looking at these issues in isolation, “resulting in potential misalignment, unplanned trade-offs, and/or unintended consequences.”
Last month some of the leading voices on global climate science and policy penned an open letter calling for negotiators at future COP climate summits to consider the interconnected issues of nature loss, inequality, and poverty to ensure meaningful solutions. The new report was published by the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services.
Virginia will become home to the world’s first commercial fusion power plant. The facility will be operated by Commonwealth Fusion Systems, and is expected to produce enough energy to power about 150,000 homes sometime in the early 2030s.