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It will take years, at least, to reconstitute the federal workforce — and that’s if it can be managed at all.
By anyone’s best guess, there are — or soon will be — 284,186 fewer federal employees and contractors than there were on January 19, 2025. While Voice of America and the U.S. Agency for International Development have had it the worst, the Trump administration’s ongoing reductions have spared few government agencies. Over 10% of the staff at the National Oceanic and Atmospheric Administration, including at critical weather stations and tsunami monitoring centers, have left or been pushed out. Layoffs, buyouts, and early retirements have reduced the Department of Energy’s workforce by another 13%.
The best-case scenario for the civil service at this point would be if the administration has an abrupt change of heart and pivots from the approach of government “efficiency” guru Elon Musk and Office of Management and Budget Director Russell Vought, who has said he wants government bureaucrats to be “traumatically affected” by the funding cuts and staff reductions. Short of that unlikelihood, its membership will have to wait out the three-and-a-half remaining years of President Trump’s term in the hopes that his successor will have a kinder opinion of the federal workforce.
But even that wouldn’t mean a simple fix. In my effort to learn how long it would take the federal workforce to recover from just the four-plus months of Trump administration cuts so far, no one I spoke to seemed to believe a future president could reverse the damage in a single four-year term. “It will be very difficult, if not impossible, to restore the kind of institutional knowledge that’s being lost,” Jacqueline Simon, policy director of the American Federation of Government Employees, the largest union of federal government workers, told me.
There are three main reasons why restaffing the government will be trickier than implementing a simple policy change. The first is that the government had already been strugglingto fill empty posts before Trump’s layoffs began. “For a considerable period of time, the biggest challenge for the federal government, in personnel terms, has been getting talented people into government quickly,” Don Moynihan, a professor at the Ford School of Public Policy at the University of Michigan, told me. “That was already a problem preceding the Trump administration, and they just made it a lot worse.”
Before Trump’s second term, an estimated 83% of “major federal departments and agencies” struggled with staff shortages, while 63% reported “gaps in the knowledge and skills of their employees,” according to research by the Partnership for Public Service, a nonprofit supporting the civil service. Even President Joe Biden, who’d promised to restore a “hollowed out” federal workforce after Trump 1.0, struggled at the task, ultimately growing the number of permanent employees by just 0.9% by March 2023. (He eventually saw 6% growth over his entire term; a bright spot was hiring for roles necessary for carrying out the Infrastructure Investment and Jobs Act.)
Still, as I’ve previously reported, many hard-to-fill roles in remote locations or that required specialized skills were empty when Trump came into office and ordered a hiring freeze.
The second challenge to rebuilding the federal workforce is that many employees who have left the government may not be able to — or may not want to — return to their previous roles. Staff who have taken early retirements will be permanently lost or have to return as rehired annuitants, which Simon of the American Federation of Government Employees noted has “a lot of disadvantages,” including, in some cases, earning less than the minimum wage. Other former employees, particularly in the sciences, may have been enticed abroad as part of the U.S. brain drain. Still others may have found enjoyable and fulfilling work at the state level, in nonprofits, or in the private sector, and have no interest in returning to government.
It certainly doesn’t help that the Trump administration has made the federal government a less competitive employer. Abigail Haddad, a data scientist for the Department of the Army and, until recently, the Department of Homeland Security’s AI Corps, wrote for Moynihan’s Substack,Can We Still Govern?, that she’d been hired for a fully remote job, only to be told “we would be fired if we did not immediately return to office 9 to 5, five days a week.” Rather than make a two-and-a-half-hour round-trip commute to “an office that was never mentioned when I took the job,” Haddad quit. “It was clear to me that the people making these decisions about my work conditions were not only unconcerned about my ability to be productive, but were actively hostile toward it,” she wrote.
The last obstacle to reversing the Trump administration’s cuts echoes Haddad’s experience — and is, in my view, the most worrisome of all. That is, the current landscape will almost certainly dissuade future generations from pursuing jobs in the government. “There will be some opportunities in states and nonprofits,” Simon noted. “But as far as an opportunity for public service in the federal government — they’ve made that an impossibility, at least for the next many years.”
Moynihan, the public policy professor, added that while it’s still early to predict what students will do, he’s heard worries in his classrooms about “what future job prospects look like, given the instability around the federal government.” But the crisis goes beyond just hiring concerns.
“There’s a whole generation of public servants who would say they were inspired to go into government because they heard John F. Kennedy say, ‘Ask not what your country can do for you — ask what you can do for your country,’” he said. “There is a genuine value in elected leaders calling on people to serve and presenting that service in noble terms.” Most people don’t join the public sector for the paycheck, after all — it’s for the “opportunity to do meaningful work, and for job stability and security,” Moynihan went on. The Trump administration has gutted the promises of both.
So then, how long would it take to restaff the government? Simon told me that since it was an executive order that directed the cuts, they could be functionally undone by another executive order, though the rehiring process itself “could take years.” Moynihan used the metaphor of a muscle, rather than a switch that gets turned on and off, to answer the same question. “The Trump administration is cutting a lot of muscle right now, and so the next president will not be able to simply, on day one, bring that back,” he told me. “They’ll have to be able to persuade people that the workspace is no longer going to be toxic, is going to be more secure, and will allow them to do meaningful work — and they’re going to face a fairly skeptical audience, given everything that’s going on.”
But that’s if things hold as they are. They could still get worse.
As the administration continues its attack on the civil service, it seems all but sure to be cueing up an eventual Supreme Court case over the legality of reclassifying federal employees so that they can be easily fired if they’re perceived as not loyal enough to the president. And if the court rules that the president can do so, “any sort of law that Congress might put in the future that constrains those powers is unconstitutional,” Moynihan said. In that scenario, the government would no longer be able to provide “any sort of long-term credible commitments to potential employees that four years down the line or eight years down the line, any new president could just rip up their workplace” or lay them off for arbitrary reasons.
The answer to how long it would take to restaff the federal government after Trump, then, takes on an entirely different tenor — it may never be the same again.
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Rob and Jesse talk with John Henry Harris, the cofounder and CEO of Harbinger Motors.
You might not think that often about medium-duty trucks, but they’re all around you: ambulances, UPS and FedEx delivery trucks, school buses. And although they make up a relatively small share of vehicles on the road, they generate an outsized amount of carbon pollution. They’re also a surprisingly ripe target for electrification, because so many medium-duty trucks drive fewer than 150 miles a day.
On this week’s episode of Shift Key, Rob and Jesse talk with John Henry Harris, the cofounder and CEO of Harbinger Motors. Harbinger is a Los Angeles-based startup that sells electric and hybrid chassis for medium-duty vehicles, such as delivery vans, moving trucks, and ambulances.
Rob, John, and Jesse chat about why medium-duty trucking is unlike any other vehicle segment, how to design an electric truck to last 20 years, and how President Trump’s tariffs are already stalling out manufacturing firms. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: What is it like building a final assembly plant — a U.S. factory — in this moment?
John Harris: I would say lots of people talk about how excited they are about U.S. manufacturing, but that's very different than putting their money where their mouth is. Building a final assembly line, like we have — our team here is really good, that they made it feel not that hard. The challenge is the whole supply chain.
If we look at what we build here in-house at Harbinger, we have a final assembly line where we bolt parts together to make chassis. We also have two sub-component assembly lines where we take copper and make motors, and where we take cells and make batteries. All three of those lines work pretty well. We're pumping out chassis, and they roll out the door, and we sell them to people, which is great. But it’s all the stuff that goes into those, that's the most challenging. There's a lot of trade policy at certain hours of the day, on certain days of the week — depending on when we check — that is theoretically supposed to encourage us manufacturing.
But it's really not because of the volatility. It costs us an enormous amount to build the supply chain, to feed these lines. And when we have volatile trade policy, our reaction, and everyone else's reaction, is to just pause. It’s not to spend more money on U.S. manufacturing, because we were already doing that. We were spending a lot on U.S. manufacturing as part of our core approach to manufacturing.
The latest trade policy has caused us to spend less money on U.S. manufacturing — not more, because we're unclear on what is the demand environment going to be, what is the policy going to be next week? We were getting ready to make major investments to take certain manufacturing tasks in our supply chain out of China and move them to Mexico, for example. Now we’re not. We were getting ready to invest in certain kinds of automation to do things in house, and now we're waiting. So the volatility is dramatically shrinking investment in US manufacturing, including ours.
Meyer: And can you just explain, why did you make that decision to pause investment and how does trade policy affect that decision?
Harris: When we had 25% tariffs on China, if we take content out of China and move it to Mexico, we break even — if that. We might still end up underwater. That's because there's better automation in China. There's much higher labor productivity. And — this one is always shocking to people — there’s lower logistics costs. When we move stuff from Shenzhen to our factory, in many cases it costs us less than moving shipments from Monterey.
Mentioned:
CalStart’s data on medium-duty electric trucks deployed in the U.S.
Here’s the chart that John showed Rob and Jesse:
Courtesy of Harbinger
It draws on data from Bloomberg in China, the ICCT, and the Calstart ZET Dashboard in the United States.
Jesse’s case for EVs with gas tanks — which are called extended range electric vehicles
On xAI, residential solar, and domestic lithium
Current conditions: Indonesia has issued its highest alert level due to the ongoing eruption of Mount Lewotobi Laki-laki • 10 million people from Missouri to Michigan are at risk of large hail and damaging winds today • Tropical Storm Erick, the earliest “E” storm on record in the eastern Pacific Ocean, could potentially strengthen into a major hurricane before making landfall near Acapulco, Mexico, on Thursday.
The NAACP and the Southern Environmental Law Center said Tuesday that they intend to sue Elon Musk’s artificial intelligence company xAI over alleged Clean Air Act violations at its Memphis facility. Per the lawsuit, xAI failed to obtain the required permits for the use of the 26 gas turbines that power its supercomputer, and in doing so, the company also avoided equipping the turbines with technology that would have reduced emissions. “xAI’s turbines are collectively one of the largest, or potentially the largest, industrial source of nitrogen oxides in Shelby County,” the lawsuit claims.
The SELC has additionally said that residents who live near the xAI facility already face cancer risks four times above the national average, and opponents have argued that xAI’s lack of urgency in responding to community concerns about the pollution is a case of “environmental racism.” In a statement Tuesday, xAI responded to the threat of a lawsuit by claiming the “temporary power generation units are operating in compliance with all applicable laws,” and said it intends to equip the turbines with the necessary technology to reduce emissions going forward.
Shares of several residential solar companies plummeted Tuesday after the Senate Finance Committee declined to preserve related Inflation Reduction Act investment tax credits. As my colleague Matthew Zeitlin reported, Sunrun shares fell 40%, “bringing the company’s market cap down by almost $900 million to $1.3 billion,” after a brief jump at the end of last week “due to optimism that the Senate Finance bill might include friendlier language for its business model.”
That never materialized. Instead, the Finance Committee’s draft proposed terminating the residential clean energy tax credit for any systems, including residential solar, six months after the bill is signed, as well as the investment and production tax credits for residential solar. SolarEdge and Enphase also suffered from the news, with shares down 33% and 24%, respectively. You can read Matthew’s full analysis here.
Chevron announced Tuesday that it has acquired 125,000 net acres of the Smackover Formation in southwest Arkansas and northeast Texas to get into domestic lithium extraction. Chevron’s acquisition follows an earlier move by Exxon Mobil to do the same, with lithium representing a key resource for the transition from fossil fuels to renewable energy sources “that would allow the company to pivot if oil and gas demands wane in the coming decades,” Bloomberg writes.
“Establishing domestic and resilient lithium supply chains is essential not only to maintaining U.S. energy leadership but also to meeting the growing demand from customers,” Jeff Gustavson, the president of Chevron New Energies, said in a Tuesday press release. The Liberty Owl project, which was part of Chevron’s acquisition from TerraVolta Resources, is “expected to have an initial production capacity of at least 25,000 tonnes of lithium carbonate per year, which is enough lithium to power about 500,000 electric vehicles annually,” Houston Business Journal reports.
The Federal Emergency Management Agency prepared a memo titled “Abolishing FEMA” at the direction of Homeland Security Secretary Kristi Noem, describing how its functions can be “drastically reformed, transferred to another agency, or abolished in their entirety” as soon as the end of 2025. While only Congress can technically eliminate the agency, the March memo, obtained and reviewed by Bloomberg, describes potential changes like “eliminating long-term housing assistance for disaster survivors, halting enrollments in the National Flood Insurance Program, and providing smaller amounts of aid for fewer incidents — moves that by design would dramatically limit the federal government’s role in disaster response.”
In May, FEMA’s acting administrator, Cameron Hamilton, was fired one day after defending the existence of the department he’d been appointed to oversee when testifying before the House Appropriations subcommittee. An internal FEMA memo from the same month described the agency’s “critical functions” as being at “high risk” of failure due to “significant personnel losses in advance of the 2025 Hurricane Season.” President Trump has, on several occasions, expressed a desire to eliminate FEMA, as recommended by the Project 2025 playbook from the Heritage Foundation. The March “Abolishing FEMA” memo “just means you should not expect to see FEMA on the ground unless it’s 9/11, Katrina, Superstorm Sandy,” Carrie Speranza, the president of the U.S. council of the International Association of Emergency Managers, told Bloomberg.
The Spanish government on Tuesday released its report on the causes of the April 28 blackout that left much of the nation, as well as parts of Portugal, without power for more than 12 hours. Ecological Transition Minister Sara Aagesen, who heads Spain’s energy policy, told reporters that a voltage surge in the south of Spain had triggered a “chain reaction of disconnections” that led to the widespread power loss, and blamed the nation’s state-owned grid operator Red Eléctrica for “poor planning” and failing to have enough thermal power stations online to control the dynamic voltage, the Associated Press reports. Additionally, Aagesen said that utilities had preventively shut off some power plants when the disruptions started, which could have helped the system stay online. “We have a solid narrative of events and a verified explanation that allows us to reflect and to act as we surely will,” Aagesen went on, responding to criticisms that Spain’s renewable-heavy energy mix was to blame for the blackout. “We believe in the energy transition and we know it’s not an ideological question but one of this country’s principal vectors of growth when it comes to re-industrialisation opportunities.”
Metrograph
“It seems that with the current political climate, with the removal of any reference to climate change on U.S. government websites, with the gutting of environmental laws, and the recent devastating fires in Los Angeles, this trilogy of films is still urgently relevant.” —Filmmaker Jennifer Baichwal on the upcoming screenings of the Anthropocene trilogy, co-created with Nicholas de Pencier and photographer Edward Burtynsky between 2006 and 2018, at the Metrograph in New York City.
Shares in Sunrun, SolarEdge, and Enphase are collapsing on the Senate’s new mega-bill draft.
The residential solar rescue never happened. Shares in several residential solar companies plummeted Tuesday as the market reacted to the Senate Finance Committee’s reconciliation language, which maintains the House bill’s restriction on investment tax credits for residential solar installers and its scrapping of the tax credit for homeowners who buy their own systems.
The Solar Energy Industries Association, a solar trade group, criticized the Senate text, saying that it had only “modest improvements on several provisions” and would “pull the plug on homegrown solar energy and decimate the American manufacturing renaissance.”
Sunrun shares fell 40% Tuesday, bringing the company’s market cap down by almost $900 million to $1.3 billion, a comparable loss in value to what it sustained the day after the passage of the House reconciliation bill. The stock price had jumped up late last week due to optimism that the Senate Finance bill might include friendlier language for its business model.
Instead the Finance Committee proposal would terminate the residential clean energy tax credit for any systems, including residential solar, six months after the bill is signed. The text also zeroes out investment and production tax credits for residential solar when “the taxpayer rents or leases such property to a third party,” a common arrangement in the industry pioneered by Sunrun.
Sunrun’s third party ownership model well predates the Inflation Reduction Act and is about as old as the company itself, which was founded in 2007. The company had been claiming investment tax credits for solar before the IRA made them tech neutral. The company began securitizing solar deals in 2015 and in a 2016 securities filling, the company said that it had six deals where investors would be able to garner the lease payments and investment tax credits.
“Ain’t no sunshine for resi,” Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients on Tuesday. “Overall, we view Senate's version as a negative” for Sunrun, as well as SolarEdge and Enphase, the residential solar equipment companies, whose shares are down by about 33% and 24% respectively.
“If this language is not adjusted before the bill passes the Senate floor,” Morgan Stanley analyst Andrew Perocco wrote in a note to clients, “we believe Sunrun, SolarEdge, and Enphase will trade towards our bear cases.”
Morgan Stanley had earlier estimated that cutting off home solar from tax credits would lead to a “85% contraction in residential solar volumes” due, in many cases, to solar products no longer resulting in savings on electricity bills.
That’s because the ability to lease solar equipment (or have homeowners sign power purchase agreements) and then claim tax credits sits at the core of the contemporary residential solar model.
“Our core solar service offerings are provided through our lease and power purchase agreements,” the company said in its 2024 annual report. “While customers have the option to purchase a solar energy system outright from us, most of our customers choose to buy solar as a service from us through our Customer Agreements without the significant upfront investment of purchasing a solar energy system.”
This means that to claim tax credits for the projects, they have to be investment tax credits, not home energy credits. These credits play a role in Sunrun’s extensive business raising money from investors to finance solar projects, which can then be partially monetized via tax credits.
Fund investors “can receive attractive after-tax returns from our investment funds due to their ability to utilize Commercial ITCs,” the company said in its report. The financing then “enables us to offer attractive pricing to our customers for the energy generated by the solar energy system on their homes.”
Without the ability to claim investment tax credits, Sunrun could be left having to charge higher prices to homeowners and face a higher cost of capital to raise money from investors.
“Last night’s draft text confirms the Senate intends to abruptly repeal tax credits available to homeowners who want to go solar – effectively increasing costs and limiting choice for countless Americans,” Chris Hopper, chief executive of Aurora Solar, said in an emailed statement.