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These 7 neighborhoods are competing visions of a more sustainable future.

I’m a serial cheater, emotionally, on New York City. As much as Queens is my home, one of my favorite ways to lose track of time is by going down the Zillow rabbit hole and imagining all the other lives I could live somewhere else. If I had $2 million, would I move into a houseboat to live out my Sleepless in Seattle dreams? (You laugh, but at least a floating home is floodproof!). Or maybe I’d go to California to be closer to my extended family? (Never mind — I’d never be able to afford the fire insurance).
Recently I’ve become especially captivated by “intentional communities,” of which there are thousands worldwide and hundreds in the United States alone. These are experimental master-planned neighborhoods that revolve around shared values that often pertain to things like sustainability, communal living, green spaces, and minimizing individual impact — things that might be necessary to adopt in some form on a wider scale in the coming years.
Some of these communal neighborhoods are pretty out there (think aquaponics that runs off a “VillageOS”). Others are so alluring that without even realizing it, I found myself browsing their availability pages. Oops — don’t tell New York.
Here are a few of the innovative neighborhoods that caught my eye:
Location: Utrecht, Netherlands

You’ve joked about running away to go live in the woods, but what if you didn’t have to make the choice?
Designed by Stefano Boeri of Verticle Forest fame and Roberto Meyer of the Dutch firm MVSA Architects, Wonderwoods is a 200-apartment, two-tower project in Utrecht, the fourth-biggest city in the Netherlands. The pair of structures, set to open in 2024, look in the renderings like something nature has reclaimed. But the 10,000 plants and 300 trees that will eventually cover the buildings’ balconies, roofs, and facades aren’t just there to look cool.
By decking out Wonderwoods in the equivalent of one hectare of forest, the designers aim to maximize the known benefits of urban tree planting: Plants suck up CO2, help filter out environmental pollutants, and can even generate microclimates that will be important in a warming world (the cooling effects of plants will also help reduce the energy demand of air conditioners).
Wonderwoods’ co-designer, Boeri, has been called “perhaps the most famous name in green architecture,” and he is both prolific and influential: The Dutch project is just one of the dozens of plant-coated buildings that have been, or are being, constructed around the world.
Not all of these experiments have been successful — rumor has it the Qiyi City Forest in Chengdu is overgrown and bug infested — and some scientists have downplayed the greenhouse gas-mitigating effects of so-called biophilic design. Still, if we’re to survive in a hotter, more concrete-covered world, we’ll need to bring plants along with us.
Would I live here?: I’ve always been jealous of people who junglefy their living spaces with lots and lots of plants (Hilton Carter, please decorate my home!). Tragically, I don’t always have the greenest thumb — I’m an overenthusiastic waterer — but the good news is, Wonderwoods has a team of rappelling gardeners who will maintain the exterior vegetation for you. Getting to enjoy the lushness of a rural forest in the heart of urban Europe without having to do any of the work? Count me in — I’d live here for sure.
Live, Work & Play at Wonderwoodswww.youtube.com
Location: Tempe, Arizona

Forget electric vehicles: Residents of Culdesac, a rental community just across the river from Phoenix in Tempe, Arizona, are “contractually forbidden from parking a vehicle within a quarter-mile radius of the site.”
While that might sound practically un-American to some, it’s a paradise for others. The 17-acre, $170-million project includes 761 apartments, a light rail stop (which is free with residency), communal courtyards, a coffee shop, restaurant, gym, grocery store, soon-to-open coworking space, car-share pick-up and drop-off, and, yes, visitor parking.
Culdesac isn’t the only car-free community in America, as Jalopnik reports. But while the communities tend to be popular, especially with young professionals (40% of the people on Culdesac’s opening waitlist were from outside of Arizona), “these kinds of developments often aren’t legal to build in large parts of the country due to mandatory parking minimums,” Jalopnik adds.
That doesn’t deter its founders. The long-term “vision of Culdesac,” Ryan Johnson, Culdesac’s chief executive, told The New York Times, is to eventually “build the first car-free city in the U.S.”
Would I live here?: One of the biggest deterrents against leaving New York City is being saddled with car payments — not to mention that my husband doesn’t drive. Despite being located in the heart of the Phoenix sprawl, Culdesac seems genuinely committed to making a car-free lifestyle work for its residents, offering benefits like free rides on the metro, bike parking, $5-an-hour car-sharing, complimentary Lyft Pink, and rentable Bird scooters on site. Coming from the New York real estate market, its prices also seem reasonable — available one-bedroom units start at $1,390 a month. I know because I was tempted enough to look. If only I liked the heat a little more …
Culdesac Tempe: The First Car-free Community Built From Scratch in the USwww.youtube.com
Location: Vienna, Austria

Vienna is one of the fastest-growing cities in Europe, which has created a massive demand for housing. In order to meet the demand, Vienna is building a city within a city — and taking it as an opportunity to do things right.
With over 11,000 new homes (including the world’s second-tallest timber building), the neighborhood of Aspern Seestadt is nearly net-zero, relying on technology and cutting-edge construction techniques to lower its footprint. Excess heat and electricity in one building can be sent to another, for example, while 80% of its residents reportedly travel by bike, foot, or public transit.
But what sets Aspern Seestadt apart from other green, pedestrian-friendly communities around the globe is its emphasis on centering women’s and families’ needs. For one thing, all of the streets and public spaces in the neighborhood are named after women, but the attention goes beyond the symbolic — the pavement is also wide to accommodate strollers, and ramps are included alongside staircases; parks and other gathering spaces have plentiful public toilets; pram parking and storage are readily accessible. There are also extra safety measures, like more lights in dark spaces, abundant alarms and assistance buttons, and extra guards during nighttime hours.
Buildings in Aspern Seestadt also mix housing with nurseries, shops, and coworking spaces so “women, as well as men, can … better reconcile professional and personal life,” Germany’s Gettotext.com reports. It’s a model more intentional communities should take note of.
Would I live here?: Vienna has repeatedly been cited as the city with the highest quality of life in the world although the picture might not be as rosy if you aren’t Austrian. The expat resource website InterNations lists Vienna as the “worst-rated city” in the world when it comes to the “ease of settling in” due in large part to it also being in last place for “local friendliness.” As amazing as it’d be to be integrated into a community like Aspern Seestadt — especially, eventually, as a mother — it’d probably be terribly isolating to get the cold shoulder from my new neighbors. For the “new girl in the high school” vibes this is giving me, I’d potentially pass.
Vienna is Building a $6BN "City Within a City"www.youtube.com
Location: Barcelona, Spain

One of the major criticisms of intentional communities is that they’re not actually all that “green” since they require new construction, which in turn uses up resources and adds to emissions. Additionally, many of the neighborhoods featured in this article simply aren’t scaleable to the necessary degree; 4.4 billion people live in cities and moving all of them into net-zero villages or buildings would be next to impossible.
But what if existing neighborhoods could retroactively be made greener and more habitable? That’s the radical idea behind Barcelona’s superilles, or superblocks, which began reclaiming city streets for pedestrians back in 2013. The basic idea involves cordoning off 3x3 city blocks, diverting thru-traffic around the “islands,” and limiting the roads within the blocks to six-mile-per-hour residential traffic. This transforms the interiors of the superblocks into safe places for pedestrians to walk and kids to play; the new green spaces help eliminate the urban heat island effect and boost mental health; and the walkability encourages increased foot traffic, in turn reducing emissions.
The experiment has been an enormous success: NO2 pollution has dropped 33%; noise in superblocks dipped by 9 decibels, and local businesses have seen increased sales as residents opt to shop within walking distance, a positive illustration of the urban planning concept known as the 15-minute city.
Today, there are only six superblocks in the capital of Catalonia, but the goal is to expand the concept city-wide to potentially as many as 500. In the next decade, it aims for every resident to have a public square and a green street within 650 feet of their home.
Would I live here?: Psst, New York City, can’t you take a hint? The COVID-19 pandemic gave New Yorkers a taste of what it might be like if our city prioritized the needs of pedestrians over drivers with its “open streets” program, although most of that progress has been rolled back. Barcelona is proving we could be better if only we had our priorities in the right place. Sure, it’s a sí from me when it comes to moving to Spain, but it’d be even neater if we could bring the superblock experiment back home.
Superblocks: How Barcelona is taking city streets back from carswww.youtube.com
Location: Near Amsterdam, Netherlands

“The Tesla of Eco-Villages” might not sound quite as appealing as it once did. But if you want to live minimally but aren’t quite ready to give up your Apple Watch, then ReGen Villages might be for you.
While other projects I've highlighted reimagine urban living, ReGen Villages wants to reinvent the “neighborhood development outside of cities.” The 50-acre community of 300 homes is planned for a rural region about a half-hour drive outside of Amsterdam and aims to combine vertical farming, aquaponics, renewable energy, and waste-to-resource systems to form an almost entirely self-sustaining, closed-loop community.
But this isn’t your hippie aunt’s crunchy, off-the-grid living. Conducting the complicated system will be the “Village OS” software, which eventually will use AI to “optimize living conditions, energy use, and overall efficiency,” and even potentially communicate with other future ReGen Villages around the planet, Insider reports.
ReGen Village has run into a number of roadblocks since it was first announced — construction on the complex was originally slated to begin in 2017 but it has encountered zoning, permitting, and funding problems and its website says the company is “in [the] process of raising a Series-A round of investment” to build out the operating system to test in “pilot communities.” But if the Amsterdam location doesn’t work out, stay tuned; ReGen is a California-based company and it reports interest in the concept is high in the U.S., particularly the Northeast.
Would I live here?: I’m all for off-the-grid living but something about ReGen Villages feels a little … cult-y? Maybe it’s the all-seeing AI, or the active discouragement of owning a car while living in a rural area, but something about this whole scheme sounds like the starting premise of an Ari Aster film. I’ll keep my cell reception, thanks.
ReGen Villages - Index Award 2017 Finalistwww.youtube.com
Location: Dubai, United Arab Emirates

A desert oil state might seem like an unlikely place for a sustainable city; in 2003, the United Arab Emirates had the highest ecological footprint per person of any nation (and it’s not much better now). But as part of a region-wide effort to convince the rest of the world that climate objectives are compatible with fossil fuels, the UAE is hosting COP28 and touting lofty goals like making Dubai the city with the smallest carbon footprint in the world by 2050.
The 120-acre, $354 million Sustainable City is one of the crown jewels of that ongoing effort. Constructed 18 miles in the desert outside of Dubai by Diamond Developers, which built the city’s famous marina, the Sustainable City is intended as a model net-zero neighborhood, complete with self-sufficient greenhouses and biodomes, recycled water, solar panels, and intelligent design (the villas, home to some 2,500 residents, all face north, which the developers claim cuts air conditioning usage by 40%). Cars are banned inside the compound and a shopping plaza, complete with a mosque, serves all the residents’ needs.
Critics are highly skeptical of the Sustainable City, arguing the project is an “‘island’ of specialized consumption and lifestyle … that does not actually take on the challenge of sustainability.” Supporters, on the other hand, describe it as a “living laboratory” where developers are learning in real-time how to make habitable one of the most climate-threatened places on Earth. True, the Sustainable City might not be the solution to Dubai’s problems — at worst, it might represent another instance of the UAE’s greenwashing. But if its experiment is successful, the solutions it discovers could help inform better-living for everyone.
Would I live here?: There is a reason most of the homes on this list are variations on high-density living; dense urban housing tends to be far more energy efficient. While having your own villa in the Sustainable City would be pretty sweet, it does give the impression that this is just another gated community surrounded by all the other gated communities also touting their green bona fides in Dubai. On top of the human rights violations I’d have to turn a blind eye to in order to live in the United Arab Emirates, I’m not sure the Sustainable City would be right for me.
Sustainable City | Fully Chargedwww.youtube.comSc
Location: Austin, Texas

Bringing people in closer harmony with the Earth is the goal of many sustainable communities. Whisper Valley, a 2,000-acre development in Austin, just takes it a little more literally.
At first, Whisper Valley looks like many innovative developments popping up across America: The 7,700 homes come with solar panels, Google Nest thermostats, nearby community centers, and ample public green spaces (in this case, a massive 600-acre park that doubles as flood control). But what sets the community apart is what you can’t see: Whisper Valley sits on the largest geothermal grid in the world.
Drawing on the steady temperature of the deep Earth, geothermal is gaining popularity as a means of slashing energy costs and emissions associated with heating and cooling homes. In combination with solar panels, monthly energy bills in Whisper Valley run residents only about one dollar.
But the low energy impact and savings are not the only things that make Whisper Valley a model neighborhood for the future. Because of its reliance on geothermal energy, the community had no problem staying warm when a 2021 energy surge during the deadly Texas Snowpocalypse left millions of people without heat for days. “As extreme weather gets more destructive,” Fast Company writes, geothermal solutions like that in Whisper Valley may be “a way for communities to withstand their own version of Snowpocalypse.”
Would I live here?: The suburbanite in me loves a lot about Whisper Valley — the stand-alone energy-efficient homes, the communal gathering spaces, the emphasis on healthy outdoor-oriented lifestyles, and the charging stations that come already installed in the garages. For most Americans, the development likely represents a feasible way to lower the family footprint while not compromising on many of the things we’ve come to take for granted, such as having our own space and the freedom that comes with owning a car. As far as daydreams go, Whisper Valley is perhaps a little underwhelming compared to living in a sky-forest or a luxury villa. But in terms of places that real Americans might actually be convinced to live, Whisper Valley is as exciting as it gets.
Whisper Valley - East Austin's New Zero-Energy Capable Communitywww.youtube.com
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One of the buzziest climate tech companies in our Insiders Survey is pushing past the “missing middle.”
One of the buzziest climate tech companies of the past year is proving that a mature, hitherto moribund technology — conventional geothermal — still has untapped potential. After a breakthrough year of major discoveries, Zanskar has raised a $115 million Series C round to propel what’s set to be an investment-heavy 2026, as the startup plans to break ground on multiple geothermal power plants in the Western U.S.
“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 me. This, he estimates, will generate over $100 million of revenue by the end of the decade, and “unlock a multi-gigawatt pipeline behind that.”
The size of the round puts a number to climate world’s enthusiasm for Zanskar. In Heatmap’s Insider’s Survey, experts identified Zanskar as one of the most promising climate tech startups in operation today.
Zanskar relies on its suite of artificial intelligence tools to locate previously overlooked conventional geothermal resources — that is, naturally occurring reservoirs of hot water and steam. Trained on a combination of exclusive subsurface datasets, modern satellite and remote sensing imagery, and fresh inputs from Zanksar’s own field team, the company’s AI models can pinpoint the most promising sites for exploration and even guide exactly what angle and direction to drill a well from.
Early last year, Zanskar announced that it had successfully revitalized an underperforming geothermal power plant in New Mexico by drilling a new pumped well nearby, which has since become the most productive well of this type in the U.S. That was followed by the identification of a large geothermal resource in northern Nevada, where exploratory wells had been drilled for decades but no development had ever occurred. Just last month, the company revealed a major discovery in western Nevada — a so-called “blind” geothermal system with no visible surface activity such as geysers or hot springs, and no history of exploratory drilling.
“This is a site nobody had ever had on the radar, no prior exploration,” Carl Hoiland, Zanskar’s CEO, told me of this latest discovery, dubbed “Big Blind.” He described it as a tipping point for the industry, which had investors saying, “Okay, this is starting to look more like a trend than just an anomaly.”
Spring Lane Capital led Zanskar’s latest round, which also included Obvious Ventures, Union Square Ventures, and Lowercarbon Capital, among others. Spring Lane aims to fill the oft-bemoaned “missing middle” of climate finance — the stage at which a startup has matured beyond early-stage venture backing but is still considered too risky for more traditional infrastructure investors.
Zanskar now finds itself squarely in that position, needing to finance not just the drills, turbines, and generators for its geothermal plants, but also the requisite permitting and grid interconnection costs. D’Sola told me that he expects the company to close its first project financing this quarter, explaining that its ambitious plans require “north of $600 million in total capital expenditures, the vast majority of which will come from non-dilutive sources or project level financing.”
Unsurprisingly, the company anticipates that data centers will be some of its first customers, with hyperscalers likely working through utilities to secure the clean energy attributes of Zanskar’s grid-connected power. And while the West Coast isn’t the primary locus of today’s data center buildout, Hoiland thinks Zanskar’s clean, firm, low-cost power will help draw the industry toward geothermally rich states such as Utah and Nevada, where it’s focused.
“We see a scenario where the western U.S. is going to have some of the cheapest carbon-free energy, maybe anywhere in the world, but certainly in the United States.” Hoiland told me.
Just how cheap are we talking? Using the levelized cost of energy — which averages the lifetime cost of building and operating a power plant per unit of electricity generated — Zanskar plans to deliver electricity under $45 per megawatt-hour by the end of this decade. For context, the Biden administration set that same cost target for next-generation geothermal systems such as those being pursued by startups like Fervo Energy and Eavor — but projected it wouldn’t be reached 2035.
At this price point, conventional geothermal would be cheaper than natural gas, too. The LCOE for a new combined-cycle natural gas plant in the U.S. typically ranges from $48 to $107 per megawatt-hour.
That opens up a world of possibilities, Hoiland said, with the startup’s’s most optimistic estimates showing that conventional geothermal could potentially supply all future increases in electricity demand. “But really what we’re trying to meet is that firm, carbon-free baseload requirement, which by some estimates needs to be 10% to 30% of the total mix,” Hoiland said. “We have high confidence the resource can meet all of that.”
On New Jersey’s rate freeze, ‘global water bankruptcy,’ and Japan’s nuclear restarts
Current conditions: A major winter storm stretching across a dozen states, from Texas to Delaware, and could hit by midweek • The edge of the Sahara Desert in North Africa is experiencing sandstorms kicked up by colder air heading southward • The Philippines is bracing for a tropical cyclone heading toward northern Luzon.
Mikie Sherrill wasted no time in fulfilling the key pledge that animated her campaign for governor of New Jersey. At her inauguration Tuesday, the Democrat signed a series of executive orders aimed at constraining electricity bills and expanding energy production in the state. One order authorized state utility regulators to freeze rate hikes. Another directed the New Jersey Board of Public Utilities “to open solicitations for new solar and storage power generation, to modernize gas and nuclear generation so we can lower utility costs over the long term.” Now, as Heatmap’s Matthew Zeitlin put it, “all that’s left is the follow-through,” which could prove “trickier than it sounds” due to “strict deadlines to claim tax credits for renewable energy development looming.”
Last month, the environmental news site Public Domain broke a big story: Karen Budd-Falen, the No. 3 official at the Department of the Interior, has extensive financial ties to the controversial Thacker Pass lithium mine in northern Nevada that the Trump administration is pushing to fast track. Now The New York Times is reporting that House Democrats are urging the Interior Department’s inspector general to open an investigation into the multimillion-dollar relationship Budd-Falen’s husband has with the mine’s developer. Frank Falen, her husband, sold water from a family ranch in northern Nevada to the subsidiary of Lithium Americas for $3.5 million in 2019, but the bulk of the money from the sale depended on permit approval for the project. Budd-Falen did not reveal the financial arrangement on any of her four financial disclosures submitted to the federal government when she worked for the Interior Department during President Donald Trump’s first term from 2018 to 2021.
House Republicans, meanwhile, are planning to vote this week to undo Biden-era restrictions on mining near more than a million acres of Minnesota wilderness. “Mining is huge in Minnesota. And all mining helps the school trust fund in Minnesota as well. So it benefits all schools in the state,” Representative Pete Stauber, a Minnesota Republican and the chair of the Natural Resources Subcommittee on Energy and Mineral Resources, said of the rule-killing bill he sponsored. While the vote is expected to draw blowback from environmentalists, E&E News noted that it could also agitate proceduralists who oppose the GOP’s continued “use of the rule-busting Congressional Review Act for actions that have not been traditionally seen as rules.” Still, the move is likely to fuel the dealmaking boom for critical minerals. As Heatmap’s Katie Brigham wrote in September, “everybody wants to invest” in startups promising to mine and refine the metals over which China has a near monopoly.
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A new United Nations report declares that the world has entered an era of “global water bankruptcy,” putting billions of people at risk. In an interview with The Guardian, Kaveh Madani, the report’s lead author, said that while not every basin and country is directly at risk, trade and migration are set to face calamity from water shortages. Upward of 75% of people live in countries classified as water insecure or critically water insecure, and 2 billion people live on land that is sinking as groundwater aquifers collapse. “This report tells an uncomfortable truth: Many critical water systems are already bankrupt,” Madani said. “It’s extremely urgent [because] no one knows exactly when the whole system would collapse.”

The Democratic Republic of the Congo has given the U.S. government a vetted list of mining and processing projects open to American investment. The shortlist, which Mining.com said was delivered to U.S. officials last week, includes manganese, gold, and cassiterite licenses; a copper-cobalt project and a germanium-processing venture; four gold permits; a lithium license; and mines producing cobalt, gold, and tungsten. The potential deals are an outgrowth of the peace agreement Trump brokered between the DRC and Rwanda-backed rebels, and could offer Washington a foothold in a mineral-rich country whose resources China has long dominated. But establishing an American presence in an unstable African country is a risky investment. As I reported for Heatmap back in October, the Denver-based Energy Fuels’ $2 billion mining project in Madagascar was suddenly thrown into chaos when the island nation’s protests resulted in a coup, though the company has said recently it’s still moving forward.
The Tokyo Electric Power Company is delaying the restart of the Kashiwazaki Kariwa nuclear power station in western Japan after an alarm malfunction. The alarm system for the control rods that keep the fission reaction in check failed to sound during a test operation on Tuesday, Tepco said. The world’s largest nuclear plant had been scheduled to restart one of its seven reactors on Tuesday. Fuel loading for the reactor, known as Unit 6, was completed in June. It’s unclear when the restart will now take place.
The delay marks a setback for Prime Minister Sanae Takaichi, who has made restarting the reactors idled after the 2011 Fukushima disaster and expanding the nuclear industry a top priority, as I told you in October. But as I wrote last month in an exclusive about Japan’s would-be national small modular reactor champion, the country has a number of potential avenues to regain its nuclear prowess beyond just reviving its existing fleet.
As a fourth-generation New Yorker, I’m qualified to say something controversial: I love, and often even prefer, Montreal-style bagels. They’re smaller, more efficient, and don’t deliver the same carbohydrate bomb to my gut. Now the best-known Montreal-style bagel place in the five boroughs has found a way to use the energy needed to make their hand-rolled, wood-fired bagels more efficiently, too. Black Seed Bagels’ catering kitchen in northern Brooklyn is now part of a battery pilot program run by David Energy, a New York-based retail energy provider. The startup supplied suitcase-sized batteries for free last August, allowing Black Seed to disconnect from ConEdison’s grid during hours when electricity rates are particularly high. “We’re in the game of nickels and dimes,” Noah Bernamoff, Black Seed’s co-owner, told Canary Media. “So we’re always happy to save the money.” Wise words.
Rob talks through Rhodium Groups’s latest emissions report with climate and energy director Ben King.
America’s estimated greenhouse gas emissions rose by 2.4% last year — which is a big deal since they had been steady or falling in 2023 and 2024. More ominously, U.S. emissions grew faster than our gross domestic product last year, suggesting that the economy got less efficient from a climate pollution perspective.
Is this Trump’s fault? The AI boom’s? Or was it a weird fluke? In this week’s Shift Key episode, Rob talks to Ben King, a climate and energy director at the Rhodium Group, about why U.S. emissions grew and what it says about the underlying structure of the American economy. They talk about the power grid, the natural gas system, and whether industry is going to overtake other emissions drivers as once thought.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: At the same time there’s been rising total electrification of the vehicle fleet, there’s also been rising hybrid and plug-in hybrid sales. Do we have a sense of how that breakdown is happening, in terms of reduced carbon intensity of the transportation sector and the light duty fleet?
Ben King: It’s a good question. We haven’t disaggregated the … When I say electric vehicles, I’m talking broadly about both full battery electric, and then plug-in hybrids. And then, I think we say this in paper, but I think there was pretty robust growth for gasoline hybrids as which, you know, relative to just a pure gas car, is better from an emissions perspective.
Meyer: Well, it’s funny because if you care about decarbonization and getting to net zero as soon as possible, you could have to poo poo hybrids. But if you’re actually involved in the game to just keep as much emissions out of the sky as possible, and you’re looking to net those 2% declines every year, hybrids are pretty important because they are basically a drop-in replacement to gasoline car use that burns less gasoline.
King: The other interesting thing that gasoline hybrids does for the sector is it finds interesting unanticipated uses for all this battery manufacturing capacity that we’ve built in the U.S., or that we stand to build. Our forecast for pure EVs — so battery electrics, plug-in hybrids — looks a little worse in the out years because of the tax credits going away, because of the EPA tailpipe regulations going away at the same time that the anticipated demand pull from those policies, plus the advanced manufacturing tax credit — the 45X tax credit — has really been wildly successful in standing up a battery manufacturing industry here in the U.S.
If you want that capacity to be around, one thing that you could do with those batteries is put them into hybrids, right? You might have to retool the line a little bit to accommodate different sizes and stuff, build the expertise, build the workforce, etc., such that when the floodgates open again for electric vehicle adoption, for instance, we’ve got substantial battery manufacturing capacity here domestically.
Mentioned:
Rhodium Group: Preliminary US Greenhouse Gas Emissions Estimates for 2025
Rob on Rhodium’s 2023 emissions report
And here’s Rhodium’s 2024 emissions report
This episode of Shift Key is sponsored by …
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Music for Shift Key is by Adam Kromelow.