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A firestorm over stoves couldn't stop these states from reining in gas.
One of the biggest climate stories of the year — the first, and perhaps only, to go viral — didn’t so much draw attention to the warming planet as it did to the dangers of using fossil fuels.
During the second week of January, Bloomberg reported that a federal safety agency would “consider a ban on gas stoves amid health fears.” Though the headline was somewhat misleading — the commission was investigating the risks of cooking with gas, but a ban was not immediately forthcoming — the article invited swift backlash.
The next day, the Wall Street Journal editorial board published an op-ed warning readers that “Biden is coming for your gas stove.” Conservative politicians expressed their undying loyalty to the appliance. “If the maniacs in the White House come for my stove, they can pry it from my cold dead hands. COME AND TAKE IT!!,” Ronny Jackson, a Republican congressman from Texas, posted on Twitter. Governor Ron DeSantis of Florida designed aprons bearing an illustration of a gas stove that said “Don’t Tread on Florida.” Democratic Senator Joe Manchin of West Virginia also piled on, tweeting, “I can tell you the last thing that would ever leave my house is the gas stove that we cook on.” House Republicans eventually passed a bill called the Gas Stove Protection and Freedom Act.
Meanwhile, everyday Americans were trying to make sense of the news that their gas stoves could be harming them. Every major media outlet ran stories on the risks of cooking with gas and how to minimize them. “How bad is it actually?,” friends started asking me over drinks.
It’s not good. Burning natural gas releases nitrogen dioxide, a pollutant that contributes to respiratory illnesses like asthma. Concentrations from cooking can often exceed government standards for outdoor air quality. Proper ventilation with a range hood can reduce your exposure. But it won’t do anything about the effects gas has on the climate.
About 13% of U.S. emissions come from the fuels burned in buildings. Stoves may be a small part of that, but officials in some of the most climate-forward cities and states have been grappling with reducing the use of all fossil fuel-burning appliances in buildings for a number of years now. In February, the Building Decarbonization Coalition reported that 98 municipalities and four states — California, Washington, Maryland, and Colorado — had adopted policies promoting a switch to electric appliances. When the gas stove hysteria erupted, one in five Americans was already living under laws that encouraged or required landlords and developers to eschew gas.
A lot has happened in the months since, and not every state is swimming in the same direction on the issue. But in 2023, policymakers took big leaps toward a future without gas in buildings in three key ways:
There’s no blueprint for how to decommission thousands of miles of gas pipelines and retrofit millions of homes with electric appliances in a systematic, let alone equitable way. As a start, policymakers have generally followed the Law of Holes, as in, the first step is to stop digging — or in this case, stop growing demand for gas.
In 2019, the city of Berkeley, California, led the way, passing the first ordinance in the country to prohibit gas hookups in new buildings, and dozens of other cities followed. This year, New York became the first state to enact such a policy. The law requires all new buildings that are smaller than seven stories to be fully electric beginning in 2026, and applies to taller buildings in 2029.
“I think it’s huge that a state is doing it, not only because New York is a big-impact state,” Sarah Fox, an associate law professor at Northern Illinois University School of Law, told CNN at the time. It’s no longer “fringe cities passing these policies,” she said. “This is becoming a mainstream policy that a state like New York is taking on.”
However, this year also saw a continuation of Republican-led states taking the opposite tack. Montana, North Dakota, South Dakota, and Idaho joined a list of 24 states that have passed laws prohibiting municipalities from setting these kinds of restrictions on gas in buildings. By my estimation, using 2022 population data from the U.S. Census Bureau, that means two in five Americans live in states with such preemption laws.
Berkeley’s gas ban was also struck down by a federal appeals court, and the city is now fighting for a rehearing. That decision led to some uncertainty, but no loss of momentum. In Washington, where regulators created a de facto ban on gas in new construction through the building code last year, officials recently amended the code to safeguard it against legal challenges.
Utilities typically spend hundreds of millions of dollars each year maintaining, replacing, and building new pipes — funds they expect to recover from ratepayers over the course of decades.
This year, in a few states with strong emission reduction laws that imply heating will have to be electrified in the next few decades, regulators started to scrutinize these investments more. In Illinois, for example, the Commerce Commission ordered People’s Gas, which serves the Chicago area, to pause its pipe replacement program, rejecting the company’s request to hike rates to fund it.
“This program was deeply flawed,” Abe Scarr, state director of the Public Interest Research Group in Illinois, told me. It was supposed to address the real problem of risky iron pipes, but it had been mismanaged and over-budget for years, he said. At the current rate, the company won’t be done until 2049, “right around the time that a lot of us think we should be stopping to use the gas system.”
The commission ordered an investigation into the program. It also initiated a new “Future of Gas” proceeding for all utilities in the state to determine how to align the sector with Illinois’ clean energy goals. “As the State embarks on a journey toward a 100 percent clean energy economy, the gas system’s operations will not continue to exist in its current form,” said Illinois Commerce Commission Chairman Doug Scott in a press release.
Meanwhile, regulators in Massachusetts were wrapping up their own “Future of Gas” proceeding that had kicked off in 2020. In early December, the state’s Department of Public Utilities issued a final order declaring, among many other things, that it will no longer allow companies to recover costs for gas infrastructure without showing that alternatives, like helping customers electrify, were considered. Regulators also rejected the utilities’ preferred path to reducing emissions — switching to lower-carbon fuels like renewable natural gas and hydrogen — as not yet proven. Unless and until the evidence changes, any money the companies spend investigating these solutions will have to be covered by shareholders, not ratepayers.
Also this year, Massachusetts began testing one potentially more systematic pathway to transition off gas. Eversource, a utility there, broke ground on a first-of-its-kind project to switch an entire neighborhood to “networked geothermal,” a form of electric heating that draws on the steady temperature of the ground beneath the earth’s surface to heat and cool buildings.
In many states, it’s standard practice for utilities to bake the cost of political activities like lobbying, advertising, and trade association memberships into customers’ gas and electric rates. These activities often amount to efforts to slow down the clean energy transition — for example, an investigation published this year found that the American Gas Association has fought to stifle warnings about the risks of gas stoves for decades.
“[Utilities] are conscripting their customers into an unknowing army of millions of small-dollar donors to prolong the era of dirty energy,” David Pomerantz, executive director of the nonprofit Energy and Policy Institute, wrote in The New York Times earlier this year.
But now Maine, Colorado, and Connecticut, have all outlawed the practice; if utilities in those states want to spend money on lobbying or trade groups, they’ll have to pay for it out of their own profits. Massachusetts regulators took a similar step, banning gas companies from charging customers for any marketing related to the promotion of natural gas.
I asked Mike Henchen, a principal at the clean energy think tank RMI who follows gas utility regulation around the country, what the next wave of action on the issue might look like.
He said he expects progress to continue next year, with states rolling out rebates for heat pumps with money from the Inflation Reduction Act. Some, like New Jersey and Maryland may follow the playbooks written by first movers like New York and Massachusetts, and those leading states could continue to break new ground. One of the next fronts, he said, is removing the gas industry’s “obligation to serve,” a rule written into most state laws that gives customers the right to demand gas service. That means that even if there’s a strong economic argument to electrify a city block rather than replace a risky pipeline, one resident’s refusal could sink the whole project.
On the bright side, some utilities are starting to talk more openly about needing to reduce the amount of natural gas they sell to customers, Henchen told me. But midway through sharing this thought, he stopped to laugh. “I laugh, because it seems like it should be more obvious that that is the case.”
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Generate Capital‘s Jonah Goldman makes his case.
The Inflation Reduction Act sparked a predictable surge in clean energy-related investments from the law’s signing in 2022 through the 2024 election, before President Trump’s second term ushered in an era of cancellations, closures, and downsizing. Of the domestic projects announced since the IRA’s passage, a total of 35 have been nixed or scaled back so far this year — more than in all of 2023 and 2024 combined, according to estimates from the environmental advocacy organization E2. This accounts for over $22 billion in lost investment and 16,500 in lost jobs.
“There’s a drastic decrease in the amount of new [clean energy] investments,” E2’s Michael Timberlake told me. After the IRA’s passage, he explained, nearly every month saw over a billion dollars invested in new clean energy projects. But since December of last year, monthly investment has come in below a billion dollars more often than not.
Domestic electric vehicle and battery manufacturing projects have been hit the hardest, as these sectors are staring down a federal bureaucracy clearly hostile to their tech on the one hand and Chinese competitors that are already leagues ahead of them on the other. But there is a bright spot: E2’s data shows that the grim outlook for clean energy projects is largely confined to the manufacturing sector. Many large-scale energy generation projects might actually, maybe, be mostly okay.
That’s what Jonah Goldman of the infrastructure investment firm Generate Capital is banking on. As electricity demand rises for the first time in over a decade, the need to deploy cost-competitive grid energy is only increasing. Thus, Goldman sees plenty of reason to continue investing in a renewables buildout — solar especially, which can often be deployed more quickly, flexibly, and economically than any other form of generation, politics aside.
“What is not a question really anymore is whether these projects are going to get built,” Goldman told me. “There’s just not another option. Even if you think of doubling our investment in gas generation, you still don’t get to this incredible increase in power demand that we need in order to reach the projections that we’re getting.”
Taking a closer look at the post-IRA projects that have been either canceled or scaled back shows that solar is indeed the most resilient investment of the bunch. Since the IRA’s passage, about 12% of announced solar projects have been canceled or downsized, compared to 25% of wind projects, 19% of EV projects, and 34% of EV battery projects. Only three of the 35 projects hit this year were related to solar, and only one of those was for solar generation.
Despite the overall dour domestic investment outlook, Timberlake thus agrees with Goldman that solar in particular isn’t grinding to a halt anytime soon. The market signal for clean energy, Timberlake said, is “indisputable.” The buildout might happen more slowly than it otherwise would have, as the administration continues to unspool regulatory red tape for these projects, but it’ll happen.
And, of course, it will get more expensive. Because while Trump’s One Big Beautiful Bill maintains investment and production tax credits for most clean energy technologies through 2033, it cuts credits for solar and wind projects that either start construction after July 2026, or, if they haven’t started by then, are placed in service after 2027.
While Goldman hates what that will do to electricity prices, he doesn’t seem too worried about it hurting Generate’s ability to invest. For the moment, he told me, this timeline leaves the firm with a strong pipeline of opportunities not only in solar, but also in other categories like battery energy storage, geothermal, and sustainable fuels that have largely retained their IRA incentives. “You’re still talking about hundreds of billions of dollars of available investments that don’t wear that risk at all,” he said.
In fact, there are also already so many renewables projects under construction or set to begin soon that “we’ve got more investable opportunities than we have capital to invest,” Goldman explained. Rather than a lull, the tax credit cutoff date is now creating an incentive for investors to throw their support behind projects that appear poised to meet the deadlines.
That won’t last forever. After the credits phase out, investment could certainly dip, Goldman said, “until either those incentives are restored — which they still could be — or the market figures out how to effectively price those projects without that incentive.” Because tax-credit eligible projects that began construction prior to July 2026 will still be coming online for the next few years, Goldman predicts the lull could start around 2029.
He’s not convinced the incentives are gone for good, though. Solar and wind tax credits have suffered through many periods of uncertainty during their decades-long history, always ultimately enduring. And while the industry shouldn’t bank on a mid-term congressional shakeup laying the groundwork for a credit extension, it’s always a possibility — especially given looming electricity price hikes. That could rile up voters enough to begin chipping away at the partisan divides that have formed around clean energy, fossil fuels, and how the heck to power all of these AI data centers.
“We’re no longer talking about a political issue, despite the fact that they made this a political issue.” Goldman told me. “What we need is more electrons on the grid for as affordable a price as possible. And some of those will be generated from gas, and some of those will be generated from renewables.”
The U.S. is also not the only place for infrastructure investors to make money. While domestic clean energy investment may be down, the first half of 2025 saw global private infrastructure funding increase significantly compared with the prior two years. Data center and renewables-focused funds drove the trend, making up 45% and 36% of total investment raised, respectively. The “power and transmission” sector — which includes fossil fuel-fired generation — comprised a mere 12%.
But given that climate funds from all corners of the globe do primarily invest in the U.S., this certainly points to a sustained interest in building domestic clean energy infrastructure. Or, as Goldman put it, “the fundamentals of the market are complicated but only pointing in one direction — a deep thirst for quick, buildable power. And there’s only certain technologies that can fill that deep thirst.”
On Interior’s birdwatching, China’s lithium slowdown, and recycling aluminum
Current conditions: Hurricane Erin is gathering strength as it makes its way toward Puerto Rico later this week • Flash flooding and severe storms threaten the Great Plains and Midwest • In France, 12 administrative regions are on red alert for heat as temperatures surge past 95 degrees Fahrenheit.
Ford announced plans on Monday to deliver a $30,000 mid-size all-electric truck in 2027, in a potential shakeup of an EV market that’s been plagued by high costs. But the truck — which is rumored to revive the retro name Ford Ranchero — wasn’t really the main news. The pickup is part of Ford’s plan to “reimagine the entire way it builds EVs to cut costs, turn around its struggling EV division, and truly compete with the likes of Tesla,” Heatmap contributor Andrew Moseman wrote, which the company has dubbed its second “Model T moment.”
The strategy embraces a more minimalist, software-driven method of car design that EV-only companies such as Tesla and Rivian employ, allowing them to make mechanically simpler vehicles with fewer buttons and parts and more functions run by software through touchscreens. The push could “change everything” and “disrupt the U.S. auto industry,” wrote Inside EVs.
The Department of the Interior’s Fish and Wildlife Service is sending letters to wind developers across the U.S. asking for volumes of records about eagle deaths, indicating an imminent crackdown on wind farms under the auspices of bird protection laws, Heatmap’s Jael Holzman reported. The letters demand developers submit a laundry list of documents to the Service within 30 days, including “information collected on each dead or injured eagle discovered.”
The Trump administration has ramped up its assault on the wind industry in recent weeks, de-designating millions of acres of ocean for offshore wind development and yanking federal approvals for the Lava Ridge wind project in Idaho. Here’s Jael with more on the escalation.
An explosion at a U.S. Steel plant outside Pittsburgh killed at least two workers and injured nearly a dozen more. The first worker confirmed to have died was Timothy Quinn, 39, a father of three and caretaker to his mother, his sister, Trisha Quinn told CNN. She said officials did not alert her to her brother’s death until 4 p.m., hours after the explosion occurred. “My dad worked at the steel mill for 42 years,” she said. “He would be disgusted at the situation right now.” U.S. Steel executives said they do not yet know what caused the blast. The name of the second worker to have died was not yet confirmed.
The Clairton Coke Works facility, which has operated for more than 120 years, is a key node in the American steel supply chain, providing iron for the blast furnaces in Braddock, Pennsylvania, and Gary, Indiana. It was slated for potential investments under Nippon Steel’s $15 billion acquisition of the American giant. The extent of the damage is unclear, but the reconstruction of the plant could pose a test of whether Nippon will invest in newer, cleaner technologies or rebuild the existing coal-fired equipment.
Chinese battery giant Contemporary Amperex Technology, or CATL, said Monday it would halt production at a major lithium mine, sparking a surge in lithium futures and miners’ share prices, Reuters reported. The move is seen as part of Beijing’s broader attempt to rein in China’s overcapacity in the battery market, which created a global glut. Stock in lithium companies outside China surged on the news, as did spot prices. The license on the mine, located in the southeast province of Jiangxi, expired on August 9. The site previously supplied up to 6% of the world’s lithium.
“I am bullish on the move. It is proof positive that Chinese producers can only operate at a loss for so long before shutting in production. When they do, the floor under prices starts to take shape,” Ashley Zumwalt-Forbes, the Department of Energy’s former deputy director for batteries and critical minerals, wrote on LinkedIn. “This move will not fix the sector’s structural challenges overnight, but it is a meaningful signal that the worst of the oversupply pressure may be behind us.”
President Donald Trump’s 50% tariffs on imported aluminum could spur a recycling boom, industry experts told The Wall Street Journal’s Ryan Dezember. Primary aluminum production dwindled over the last 25 years. Two of the first new smelters planned in the U.S. in decades are facing increased competition for electricity from data centers. Production is likely still a few years away. By contrast, aluminum-recycling plants can be built faster and cheaper — roughly two years and $150 million — and consume 5% of the energy needed for primary production since they rely on chemical reactions to break down wasted metal. “Recycling is the answer,” said Duncan Pitchford, the executive in charge of recycling giant Norsk Hydro’s upstream business in the U.S. “The metal is already here.”
Scientists at the University of Illinois Urbana-Champaign and Princeton University re-engineered the metabolism of the yeast Issatchenkia orientalis to supercharge its fermentation of plant glucose into succinic acid, an important industrial chemical used in food additives and agricultural and pharmaceutical products. The natural fermentation process, relying on yeasts and renewable plant material, is far less carbon intensive than the conventional production using petrochemicals. “These advances bring us closer to greener manufacturing processes that benefit both the environment and the economy,” Vinh Tran, study’s primary author, said in a press release.
The assembly line is the company’s signature innovation. Now it’s trying to one-up itself with the Universal EV Production System.
In 2027, Ford says, it will deliver a $30,000 mid-size all-electric truck. That alone would be a breakthrough in a segment where EVs have struggled against high costs and lagging interest from buyers.
But the company’s big announcement on Monday isn’t (just) about the truck. The promised pickup is part of Ford’s big plan that it has pegged as a “Model T moment” for electric vehicles. The Detroit giant says it is about to reimagine the entire way it builds EVs to cut costs, turn around its struggling EV division, and truly compete with the likes of Tesla.
What lies beneath the new affordable truck — which will revive the retro name Ford Ranchero, if rumors are true — is a new setup called the Ford Universal EV Platform. When car companies talk about a platform, they mean the automotive guts that can be shared between various models, a strategy that cuts costs compared to building everything from scratch for each vehicle. Tesla’s Model 3 and Model Y ride on the same platform, the latter being essentially a taller version of the former. Ford’s rival, General Motors, created the Ultium platform that has allowed it to build better and more affordable EVs like the Chevy Equinox and the upcoming revival of the Bolt. In Ford’s case, it says a truck, a van, a three-row SUV, and a small crossover can share the modular platform.
At the heart of the company’s plan, however, is a new manufacturing approach. The innovation of the original Model T was about the factory, after all — using the assembly line to cut production costs and lower the price of the car. For this “Model T moment,” the company has proposed a sea change in the way it builds EVs called the Ford Universal EV Production System. It will demonstrate the strategy with a $2 billion upgrade to the Ford factory in Louisville, Kentucky, that will build the new pickup.
In brief, Ford has embraced the more minimalist, software-driven version of car design embraced by EV-only companies like Tesla and Rivian. The vehicles themselves are mechanically simpler, with fewer buttons and parts, and more functions are controlled by software through touchscreen interfaces. Building cars this way cuts costs because you need far fewer bits, bobs, fasteners, and workstations in the factory. It also reduces the amount of wiring in the vehicle — by more than a kilometer of the stuff compared to the Mustang Mach-E, Ford’s current most popular EV, the company said.
Ford is in dire need of an electric turnaround. The company got into the EV race earlier than legacy car companies like Toyota and Subaru, which settled on more of a wait-and-see approach. Its Mustang Mach-E crossover has been one of the more successful non-Tesla EVs of the early 2020s; the F-150 Lightning proved that the full-size pickup truck that dominates American car sales could go electric, too.
But both vehicles were expensive to make, and the Lightning struggled to make a dent in the truck market, in part because the huge battery needed to power such a big vehicle gave it a bloated price. When Tesla started a price war in the EV market a few years ago, Ford began hemorrhaging billions from its electric division, struggling to adapt to the new world even as carmakers like GM and Hyundai/Kia found their footing.
The big Detroit brand has been looking for an answer ever since, and Monday’s announcement is the most promising proposal it has put forward. Part of the production scheme is for Ford to build its own line of next-gen lithium-ion phosphate, or LFP batteries in Michigan, using technology licensed from the Chinese giant CATL. Another step is to employ the “assembly tree,” which splits the traditional assembly line into three parallel operations, which Ford says reduces the number of required workstations and cuts assembly time by 15%.
Affordability has always been a bugaboo for the American EV industry, a worry exacerbated by the upcoming demise of the $7,500 tax credit. And while Ford’s manufacturing overhaul will go a long way toward building a light-duty pickup EV that sells for $30,000, so too will a fundamental change in thinking about batteries, weight, and range. The F-150 Lightning isn’t the only pickup with a big battery and an even bigger price. That truck’s power pack comes in at 98 kilowatt-hours; large EV pickups like the Rivian R1T and Chevy Silverado EV have 150 or even 200 kilowatt-hour batteries, necessary to store enough power to give these heavy beasts a decent driving range.
InsideEVs reports, however, that the affordable Ford truck may have a battery capacity of just over 50 kilowatt-hours, which would dramatically reduce its cost to make. The trade-off, then, is range. The Slate small pickup truck that made waves this year for its promised price in the $20,000s would have just 150 miles of range in its cheapest form. Ford hasn’t released any specs for its small EV truck, but even using state-of-the-art LFP chemistry, such a small battery surely won’t deliver many more miles per charge.
Whatever the final product looks like, the new Ford truck and the infrastructure behind it are another reminder that, no matter the headwinds caused by the Trump administration, EVs are the future. Ford had been humming along through its EV struggles because its gas-burning cars remained so popular in America, and so profitable. But those profits collapsed in the first half of 2025, according to The New York Times. Meanwhile, Ford and every other carmaker are struggling to catch up to the Chinese companies selling a plethora of cheap EVs all over the world. Their very future depends on innovating ways to build EVs for less.