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Electric Vehicles

House Republicans Are Already Divided on the Megabill

On the budget debate, MethaneSAT’s untimely demise, and Nvidia

House Republicans Are Already Divided on the Megabill
Heatmap Illustration/Getty Images

Current conditions: The northwestern U.S. faces “above average significant wildfire potential” for July • A month’s worth of rain fell over just 12 hours in China’s Hubei province, forcing evacuations • The top floor of the Eiffel Tower is closed today due to extreme heat.

THE TOP FIVE

1. House takes up GOP’s megabill

The Senate finally passed its version of Trump’s One Big Beautiful Bill Act Tuesday morning, sending the tax package back to the House in hopes of delivering it to Trump by the July 4 holiday. The excise tax on renewables that had been stuffed into the bill over the weekend was removed after Senator Lisa Murkowski of Alaska struck a deal with the Senate leadership designed to secure her vote. In her piece examining exactly what’s in the bill, Heatmap’s Emily Pontecorvo explains that even without the excise tax, the bill would “gum up the works for clean energy projects across the spectrum due to new phase-out schedules for tax credits and fast-approaching deadlines to meet complex foreign sourcing rules.” Debate on the legislation begins on the House floor today. House Speaker Mike Johnson has said he doesn’t like the legislation, and a handful of other Republicans have already signaled they won’t vote for it.

2. Trump administration edges closer to gutting endangerment finding

The Environmental Protection Agency this week sent the White House a proposal that is expected to severely weaken the federal government’s ability to rein in planet-warming pollution. Details of the proposal, titled “Greenhouse Gas Endangerment Finding and Motor Vehicle Reconsideration,” aren’t clear yet, but EPA Administrator Lee Zeldin has reportedly been urging the Trump administration to repeal the 2009 “endangerment finding,” which explicitly identified greenhouse gases as a public health threat and gave the EPA the authority to regulate them. Striking down that finding would “free EPA from the legal obligation to regulate climate pollution from most sources, including power plants, cars and trucks, and virtually any other source,” wrote Alex Guillén at Politico. The title of the proposal suggests it aims to roll back EPA tailpipe emissions standards, as well.

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  • 3. MethaneSAT is lost in orbit

    So long, MethaneSAT, we hardly knew ye. The Environmental Defense Fund said Tuesday that it had lost contact with its $88 million methane-detecting satellite, and that the spacecraft was “likely not recoverable.” The team is still trying to figure out exactly what happened. MethaneSAT launched into orbit last March and was collecting data about methane pollution from global fossil fuel infrastructure. “Thanks to MethaneSAT, we have gained critical insight about the distribution and volume of methane being released from oil and gas production areas,” EDF said. “We have also developed an unprecedented capability to interpret the measurements from space and translate them into volumes of methane released. This capacity will be valuable to other missions.“ The good news is that MethaneSAT was far from the only methane-tracking satellite in orbit.

    4. Nvidia backs startup that wants to turn AI data centers into grid assets

    Nvidia is backing a D.C.-based startup called Emerald AI that “enables AI data centers to flexibly adjust their power consumption from the electricity grid on demand.” Its goal is to make the grid more reliable while still meeting the growing energy demands of AI computing. The startup emerged from stealth this week with a $24.5 million seed round led by Radical Ventures and including funding from Nvidia. Emerald AI’s platform “acts as a smart mediator between the grid and a data center,” Nvidia explains. A field test of the software during a grid stress event in Phoenix, Arizona, demonstrated a 25% reduction in the energy consumption of AI workloads over three hours. “Renewable energy, which is intermittent and variable, is easier to add to a grid if that grid has lots of shock absorbers that can shift with changes in power supply,” said Ayse Coskun, Emerald AI’s chief scientist and a professor at Boston University. “Data centers can become some of those shock absorbers.”

    5. California rolls back its landmark environmental law

    In case you missed it: California Governor Gavin Newsom on Monday rolled back the state’s landmark Environmental Quality Act. The law, which had been in place since 1970, required environmental reviews for construction projects and had become a target for those looking to alleviate the state’s housing crisis. The change “means most urban developers will no longer have to study, predict, and mitigate the ways that new housing might affect local traffic, air pollution, flora and fauna, noise levels, groundwater quality, and objects of historic or archeological significance,” explained Cal Matters. On the other hand, it could also mean that much-needed housing projects get approved more quickly.

    THE KICKER

    Tesla is expected to report its Q2 deliveries today, and analysts are projecting a year-over-year drop somewhere from 11% to 13%.

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    Climate

    The Mountains Are Getting Too Hot

    It’s going to be a nasty climbing season in the West.

    Mt. Baker.
    Heatmap Illustration/Getty Images

    It is a cliché that everyone in the insurance industry believes in climate change. But the same can certainly be said of those in the mountain-guiding business.

    May marks the beginning of the recreational mountaineering season on Washington’s Mount Rainier, the most popular technical climb in the country. But for many of the guide companies that take clients up the mountain, the last day of the 2026 commercial climbing season remains an ominous unknown. “We used to run a season through the end of September typically,” Jonathon Spitzer, the director of operations at Alpine Ascents, which has offered guided climbs of Rainier since 2006, told me. “For four of the last five years, we’ve ended around Labor Day or so” due to poor snow conditions on the mountain — meaning a loss of about 20% of the historic season.

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    New Headwinds

    On congestion pricing, deep sea mining, and kiwi birds

    Onshore wind.
    Heatmap Illustration/Getty Images

    Current conditions: The weekend’s polar vortex chill in New York City is over as temperatures are set to hit 70 degrees Fahrenheit today, your humble correspondent’s birthday • A winter storm blanketing the Sierra Nevadas with as much as four feet of snow on Interstate 80’s Donner Pass, the primary route between Sacramento and Reno named for the notorious 1846 episode of snowbound settlers driven to cannibalism • Days after thermometers finally slid from an almost sauna-like 118 degrees to somewhere in the 90s, thunderstorms are deluging India’s northern Uttar Pradesh state as dust storms blast cities such as Kanpur.


    THE TOP FIVE

    1. Trump halts construction on onshore wind, citing national security

    The Trump administration is bringing construction of virtually all new onshore wind turbines to a halt, putting as many as 165 projects on pause on the grounds that they may threaten national security. The projects, sited on private land, are being stalled by the Department of Defense, and include “wind farms which were awaiting final sign-off, others in the middle of negotiations, and some that typically would not require oversight” by the military, according to the Financial Times. Wind farms require routine approvals from the Pentagon to make sure turbines don’t interfere with radar systems. Normally these assessments are done in a few days. But developers told the newspaper they have faced a mix of setbacks since last August.

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    Blue
    Climate Tech

    Funding Friday: Space Solar Goes Meta

    Plus news on cloud seeding, fission for fusion, and more of the week’s biggest money moves.

    Earth and space solar.
    Heatmap Illustration/Getty Images, Overview Energy

    From beaming solar power down from space to shooting storm clouds full of particles to make it rain, this week featured progress across a range of seemingly sci-fi technologies that have actually been researched — and in some cases deployed — for decades. There were, however, few actual funding announcements to speak of, as earlier-stage climate tech venture funds continue to confront a tough fundraising environment.

    First up, I explore Meta’s bet on space-based solar as a way to squeeze more output from existing solar arrays to power data centers. Then there’s the fusion startup Zap Energy, which is shifting its near-term attention toward the more established fission sector. Meanwhile, a weather modification company says it’s found a way to quantify the impact of cloud seeding — a space-age sounding practice that’s actually been in use for roughly 80 years. And amidst a string of disappointments for alternate battery chemistries, this week brings multiple wins for the sodium-ion battery sector.

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    Green