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Politics

The Greens Go to Court

On congestion pricing, carbon capture progress, and Tim Kaine.

The Greens Go to Court
Heatmap Illustration/Getty Images

Current conditions:New Orleans is experiencing another arctic blast, with wind chills near 20 degrees Fahrenheit on Thursday • Continued warm, dry conditions in India threaten the country’s wheat crop • Heavy rain in Botswana has caused widespread flooding.

THE TOP FIVE

1. Big Greens’ first lawsuit of Trump 2.0

Environmental groups filed their first lawsuit against the Trump administration on Wednesday, challenging Trump’s moves to open up public lands and waters to oil and gas drilling. Sierra Club, Greenpeace, the Natural Resources Defense Council, the Center for Biological Diversity, and Oceana, among others, are contesting the president’s executive order revoking Joe Biden’s protections of parts of the Gulf of Mexico and the Arctic, Pacific, and Atlantic Oceans from oil and gas leasing. The groups claim that the president has the authority to create these protections but not to withdraw them — a right reserved for Congress — and notes that a federal court confirmed this after Trump attempted to undo similar Obama-era protections during his first term.

2. Trump declares checkmate on congestion pricing

President Trump made his move to kill New York City’s congestion pricing program on Wednesday. In a letter to Governor Kathy Hochul, Department of Transportation Secretary Sean Duffy said he was reversing the Department of Transportation’s approval of the scheme, citing the impacts on drivers and claiming the program violated federal statute. Trump declared it “DEAD” in a Truth Social post, where he also proclaimed that New York had been “SAVED” and closed with “LONG LIVE THE KING.” The Metropolitan Transit Authority, which runs the program and relies on funding from it, immediately challenged the decision in a federal court and said it would continue to operate the program “unless and until a court orders otherwise.”

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  • 3. The climate and clean energy ups and downs of 2024

    A sweeping annual report from BloombergNEF and the Business Council for Sustainable Energy has a number of hopeful and concerning stats about what happened in America’s energy transition last year.

    The Good:

    • Solar and energy storage deployments continued to break records
    • Corporate procurements of clean power nearly doubled, with 183 deals signed, including new investments in nuclear plants
    • EV sales grew by 6.5% year on year, and legacy automakers finally started to show up for the party

    Chart of new clean energy buildouts.Chart courtesy of the Business Council on Sustainable Energy

    The Bad:

    • Emissions ticked up slightly, by 0.5%, with industrial emissions accounting for most of that growth due to rising natural gas use
    • Demand for natural gas reached a record high of 99.7 billion cubic feet per day, which includes LNG exports, and investment in natural gas infrastructure increased from $32 billion in 2023 to $49 billion
    • Onshore wind power additions declined for the fourth consecutive year

    4. Hydrogen and carbon capture lagging

    The same BNEF report also paints a lackluster picture of clean hydrogen and carbon capture development, two technologies that should benefit from generous federal subsidies. The U.S. had just 79 megawatts of “green” hydrogen production capacity by the end of 2024, with plans to build 34.7 gigawatts in the coming years.

    The hydrogen industry was in limbo last year as it awaited final rules for claiming the production tax credit. Green hydrogen is made from carbon-free electricity and water. But most hydrogen announcements in 2024 — some 77% — were for “blue” hydrogen, which is made from natural gas using carbon capture. And while there’s a growing pipeline of carbon capture projects, with plans to deploy the tech in new sectors like ammonia and chemical production, U.S. carbon capture capacity has remained unchanged since 2020.

    5. Kaine and Heinrich go after Trump’s “energy emergency”

    In a press conference on Wednesday, Senators Tim Kaine of Virginia and Martin Heinrich of New Mexico detailed their plan to invalidate President Trump’s declaration of an energy emergency. In early February, the two introduced what’s called a “privileged joint resolution” to terminate the emergency declaration, a type of legislation that the Senate is required to vote on. “We’re going to force a vote, force everybody to declare where they are on this sham emergency declaration,” Kaine said. Kaine and Heinrich made the case that the U.S. produced more oil and gas last year than at any point in history, and discussed the many domestic manufacturing projects and jobs that President Trump’s war on clean energy has put under threat. The vote is expected next week.

    THE KICKER

    Sweden’s Supreme Court threw out a class action lawsuit brought by Greta Thunberg and other activists against the nation for not doing enough to stop climate change.

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    Economy

    AM Briefing: Panic on Wall Street

    On financial shocks, severe flooding in the South, and data centers

    The Stock Market Chaos from Trump’s Tariffs Continues
    Heatmap Illustration/Getty Images

    Current conditions: Streets turned into rivers and at least 30 people were killed in the Democratic Republic of Congo after torrential rain • A month’s worth of snow is expected to fall over just two days in Moscow this week • Warm temperatures in Central Florida could break heat records Monday.

    THE TOP FIVE

    1. Global markets nosedive on Trump tariffs

    Financial markets in Asia and Europe plummeted this morning in response to President Trump’s tariffs. U.S. markets are also expected to tumble, with the S&P 500 approaching a 20% decline into a bear market. On the energy front, the fallout hasn’t spared domestic U.S. battery makers who will need to source affordable construction materials if they want to scale their operations. Bay Area-based lithium-sulfur battery producer Lyten told Heatmap’s Katie Brigham that the company needs to build a lot of infrastructure, and tariffs on building materials like steel, aluminum, cement, and drywall will likely make doing so much more expensive. “The building of physical factories, those materials, the infrastructure to do that, the equipment to do that, a lot of that is coming through international trade,” said Lyten’s CEO Keith Norman. And as Heatmap’s Emily Pontecorvo reported, the tariffs could scramble Trump’s plans to expand liquefied natural gas exports, with rising costs threatening to derail contracts for LNG export terminals. “The tariffs (not to mention the uncertainty about how long they’ll last) could also turn off potential buyers from signing long-term contracts with the U.S.,” Pontecorvo said. “They may begin to look elsewhere, or impose retaliatory tariffs, as China has already done.”

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    Climate Tech

    Even Domestic Battery Makers Are Feeling the Pain of Trump’s Tariffs

    Bay Area battery maker Lyten sources 80% of its components in the U.S. But its ability to scale still depends on trade.

    Lyten headquarters.
    Heatmap Illustration/Lyten, Getty Images

    China dominates the lithium-ion battery supply chain at nearly every level, from critical minerals processing and refining to cell manufacturing and battery pack assembly. So now that the nation faces a cumulative 54% tariff rate, one might think domestic battery manufacturers in the United States — especially those exploring lithium-ion alternatives — would be celebrating their good fortune.

    But the actual picture is markedly more mixed. Take Bay Area-based lithium-sulfur battery producer Lyten. On the one hand, Lyten is particularly well positioned to take advantage of the administration’s focus on building out U.S. supply chains. The company has been around since 2015, and last year snatched up a shuttered 200-megawatt factory from Northvolt after the Swedish battery giant declared bankruptcy.

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    Green
    Energy

    How Tariffs Could Scramble Trump’s LNG Plans

    Some producers were already renegotiating contracts due to rising costs. Then came “Liberation Day.”

    LNG.
    Heatmap Illustration/Getty Images

    Expanding U.S. liquified natural gas exports has been a key priority for Trump and part of his strategy to “unleash U.S. energy dominance.” But his tariffs could make it harder for projects that are still early in their development to succeed.

    After taking office, Trump swiftly reversed the Biden administration’s slow-walking of permits for LNG export terminals and issued key approvals for two big new projects in Louisiana, Calcasieu Pass 2 and Commonwealth LNG. They add to a pipeline of roughly eight other projects that have received key federal approvals but have not yet reached a final investment decision, according to data from the Energy Information Administration.

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    Green