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Lee Zeldin is upending the mission of the agency largely in secret.

Environmental Protection Agency Administrator Lee Zeldin said earlier this week that he had canceled more than 400 grants “across nine unnecessary programs.”
What were those unnecessary programs? Why were they deemed unnecessary? The Trump administration refuses to say.
This is the fourth round of grant cancellations that Zeldin, working “hand-in-hand” with Elon Musk’s Department of Government Efficiency, has announced, which together will “save” the American people more than $1.9 billion in funds. After contacting the EPA four times over the course of a week for more information on the grants in question and getting no response at all, the agency finally instructed me to “refer to the March 10 announcement,” which doesn’t contain any additional details about which grants were canceled, “and to the Department of Government Efficiency’s webpage for additional updates.”
The efficiency department website has not yet been updated to reflect the more than 400 grants that were canceled on Monday. The previous rounds of cancellations are listed by date and amount, but there is no information about which programs the funds were from or whether they were already under contract.
“The claims of these grants being unnecessary, or wasteful, or saving American taxpayers funding, in my mind, is complete misinformation,” David Cash, the former EPA regional administrator for New England under the Biden administration, told me. “These grants were created because of statutes passed by Congress.”
The Bipartisan Infrastructure Law and Inflation Reduction Act gave the EPA more than $100 billion to spend across more than 70 programs. By the end of last year, about 88% of appropriated funds had been awarded to cities, states, tribes, researchers, nonprofits, and companies. “The EPA was given both the authority and the requirement to invest federal taxpayer dollars into projects that are going to bring down energy costs for families, grow clean energy jobs, make the air cleaner for communities,” said Cash. “The real savings are in energy costs that families would have been able to benefit from.”
Zeldin’s announcements are an escalation of President Trump’s “freeze” and review of funding for climate change and DEI-related programs. Despite a federal judge issuing a temporary restraining order on the freeze in February, followed by a preliminary injunction last week, the administration has continued to lock out grant recipients from the government’s payment system, and now, apparently, cancel grants altogether with no explanation. In refusing to comply with the court’s orders, Trump is teeing up a Supreme Court challenge to the Impoundment Control Act, a 50-year-old law that says the president can’t revoke funds without requesting permission from Congress.
Without knowing which grants Zeldin is trying to cancel, we can’t know for sure whether they would have helped consumers save money, created jobs, or produced cleaner air. But Zeldin appears to be scrubbing that last goal — arguably the entire purpose of the EPA — from the agency’s mission statement. On Wednesday, he announced a plan to “reconsider” dozens of environmental rules in “the biggest deregulatory action in U.S. history.” Since its inception, the EPA’s mission has been to “protect human health and the environment;” Zeldin, by contrast, said his priorities were to “lower the cost of buying a car, heating a home and running a business.”
After scouring a social media-like feed on the efficiency department homepage, I found information on just two of the targeted grants:
Cash questioned the logic of canceling an effort to track spending. “That makes for efficient government. We should know where we’re spending our money and the impact that it’s having,” he said. “And shouldn’t we want to be investing in those areas that have suffered the highest asthma rates or have had a history of water pollution? Why wouldn’t we want to invest in those communities?”
The sudden cancellation of billions of dollars in government funding with no disclosure as to what the money was earmarked for is in stark contrast to President Trump’s pledge to have “the most transparent Administration in history,” as well as the EPA’s assertion that it “is committed to accountability and transparency for the American people.”
The grant cancellations come on top of Zeldin’s much-publicized termination of the $20 billion Greenhouse Gas Reduction Fund, a program created by Congress to set up nonprofit lending authorities that would finance clean energy projects around the country. Zeldin claims to have “identified material deficiencies which pose an unacceptable risk to the lawful execution of these grants,” but has given no explanation as to what those deficiencies are. The closest thing to a suggestion of impropriety has been the fact that the money was being managed by an outside institution, an arrangement that the federal government has used to disburse funds for decades, including under the previous Trump administration.
In a letter to the Department of Justice and FBI on Tuesday, Senator Sheldon Whitehouse of Rhode Island requested evidence predicating a criminal investigation of the GGRF. He accused the Trump administration of “purposefully misusing the tools of law enforcement, and pursuing false allegations of criminal conduct, with the improper purpose to wrongfully freeze assets appropriated by Congress and obligated to designated recipients.”
Whitehouse held a hearing on Trump’s funding freeze on Wednesday, during which he accused Trump and Musk of “stealing from the American people to pay for tax cuts for the ultra-wealthy” and deeming this “gangster government.”
During the hearing, Caley Edgerly, the president and CEO of a bus dealership in Virginia, described the “chaos” caused by a freeze on grants for electric school buses. His company ordered 48 buses for five school districts that had been awarded funding. He’s worried about interest on those orders piling up, his ability to make payroll, and being left holding the bag. He’s also worried about the impact on manufacturers, who have invested in the materials, batteries, transmissions, and inverters to deliver on these electric bus orders. “The entire industry, all school bus manufacturers, by my estimation, has about a billion dollars invested in these materials,” he said. “They’re sitting on the shelf.” On top of that, he said, the local utility, Dominion, has spent about a million dollars on chargers for the school districts to charge the buses.
It’s unclear whether the electric bus grants that Edgerly discussed are among those Zeldin is attempting to cancel.
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The attacks on Iran have not redounded to renewables’ benefit. Here are three reasons why.
The fragility of the global fossil fuel complex has been put on full display. The Strait of Hormuz has been effectively closed, causing a shock to oil and natural gas prices, putting fuel supplies from Incheon to Karachi at risk. American drivers are already paying more at the pump, despite the United States’s much-vaunted energy independence. Never has the case for a transition to renewable energy been more urgent, clear, and necessary.
So despite the stock market overall being down, clean energy companies’ shares are soaring, right?
Wrong.
First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.
Why the slump? There are a few big reasons:
Several analysts described the market action today as “risk-off,” where traders sell almost anything to raise cash. Even safe haven assets like U.S. Treasuries sold off earlier today while the U.S. dollar strengthened.
“A lot of things that worked well recently, they’re taking a big beating,” Gautam Jain, a senior research scholar at the Columbia University Center on Global Energy Policy, told me. “It’s mostly risk aversion.”
Several trackers of clean energy stocks, including the S&P Global Clean Energy Transition Index (down 3% today) or the iShares Global Clean Energy ETF (down over 3%) have actually outperformed the broader market so far this year, making them potentially attractive to sell off for cash.
And some clean energy stocks are just volatile and tend to magnify broader market movements. The iShares Global Clean Energy ETF has a beta — a measure of how a stock’s movements compare with the overall market — higher than 1, which means it has tended to move more than the market up or down.
Then there’s the actual news. After President Trump announced Tuesday afternoon that the United States Development Finance Corporation would be insuring maritime trade “for a very reasonable price,” and that “if necessary” the U.S. would escort ships through the Strait of Hormuz, the overall market picked up slightly and oil prices dropped.
It’s often said that what makes renewables so special is that they don’t rely on fuel. The sun or the wind can’t be trapped in a Middle Eastern strait because insurers refuse to cover the boats it arrives on.
But what renewables do need is cash. The overwhelming share of the lifetime expense of a renewable project is upfront capital expenditure, not ongoing operational expenditures like fuel. This makes renewables very sensitive to interest rates because they rely on borrowed money to get built. If snarled supply chains translate to higher inflation, that could send interest rates higher, or at the very least delay expected interest rate cuts from central banks.
Sustained inflation due to high energy prices “likely pushes interest rate cuts out,” Jain told me, which means higher costs for renewables projects.
While in the long run it may make sense to respond to an oil or natural gas supply shock by diversifying your energy supply into renewables, political leaders often opt to try to maintain stability, even if it’s very expensive.
“The moment you start thinking about energy security, renewables jump up as a priority,” Jain said. “Most countries realize how important it is to be independent of the global supply chain. In the long term it works in favor of renewables. The problem is the short term.”
In the short term, governments often try to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies. Renewables may thereby lose out on investment that might more logically flow their way.
The other issue is that the same fractured supply chain that drives up oil and gas prices also affects renewables, which are still often dependent on imports for components. “Freight costs go up,” Jain said. “That impacts clean energy industry more.”
As for the Strait of Hormuz, Trump said the Navy would start escorting ships “as soon as possible.”
“It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
A federal court shot down President Trump’s attempt to kill New York City’s congestion pricing program on Tuesday, allowing the city’s $9 toll on cars entering downtown Manhattan during peak hours to remain in effect.
Judge Lewis Liman of the U.S. District Court for the Southern District of New York ruled that the Trump administration’s termination of the program was illegal, writing, “It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
So concludes a fight that began almost exactly one year ago, just after Trump returned to the White House. On February 19, 2025, the newly minted Transportation Secretary Sean Duffy sent a letter to Kathy Hochul, the governor of New York, rescinding the federal government’s approval of the congestion pricing fee. President Trump had expressed concerns about the program, Duffy said, leading his department to review its agreement with the state and determine that the program did not adhere to the federal statute under which it was approved.
Duffy argued that the city was not allowed to cordon off part of the city and not provide any toll-free options for drivers to enter it. He also asserted that the program had to be designed solely to relieve congestion — and that New York’s explicit secondary goal of raising money to improve public transit was a violation.
Trump, meanwhile, likened himself to a monarch who had risen to power just in time to rescue New Yorkers from tyranny. That same day, the White House posted an image to social media of Trump standing in front of the New York City skyline donning a gold crown, with the caption, "CONGESTION PRICING IS DEAD. Manhattan, and all of New York, is SAVED. LONG LIVE THE KING!"
New York had only just launched the tolling program a month earlier after nearly 20 years of deliberation — or, as reporter and Hell Gate cofounder Christopher Robbins put it in his account of those years for Heatmap, “procrastination.” The program was supposed to go into effect months earlier before, at the last minute, Hochul tried to delay the program indefinitely, claiming it was too much of a burden on New Yorkers’ wallets. She ultimately allowed congestion pricing to proceed with the fee reduced from $15 during peak hours to $9, and thereafter became one of its champions. The state immediately challenged Duffy’s termination order in court and defied the agency’s instruction to shut down the program, keeping the toll in place for the entirety of the court case.
In May, Judge Liman issued a preliminary injunction prohibiting the DOT from terminating the agreement, noting that New York was likely to succeed in demonstrating that Duffy had exceeded his authority in rescinding it.
After the first full year the program was operating, the state reported 27 million fewer vehicles entering lower Manhattan and a 7% boost to transit ridership. Bus speeds were also up, traffic noise complaints were down, and the program raised $550 million in net revenue.
The final court order issued Tuesday rejected Duffy’s initial arguments for terminating the program, as well as additional justifications he supplied later in the case.
“We disagree with the court’s ruling,” a spokesperson for the Transportation Department told me, adding that congestion pricing imposes a “massive tax on every New Yorker” and has “made federally funded roads inaccessible to commuters without providing a toll-free alternative.” The Department is “reviewing all legal options — including an appeal — with the Justice Department,” they said.
Current conditions: A cluster of thunderstorms is moving northeast across the middle of the United States, from San Antonio to Cincinnati • Thailand’s disaster agency has put 62 provinces, including Bangkok, on alert for severe summer storms through the end of the week • The American Samoan capital of Pago Pago is in the midst of days of intense thunderstorms.
We are only four days into the bombing campaign the United States and Israel began Saturday in a bid to topple the Islamic Republic’s regime. Oil prices closed Monday nearly 9% higher than where trading started last Friday. Natural gas prices, meanwhile, spiked by 5% in the U.S. and 45% in Europe after Qatar announced a halt to shipments of liquified natural gas through the Strait of Hormuz, which tapers at its narrowest point to just 20 miles between the shores of Iran and the United Arab Emirates. It’s a sign that the war “isn’t just an oil story,” Heatmap’s Matthew Zeitlin wrote yesterday. Like any good tale, it has some irony: “The one U.S. natural gas export project scheduled to start up soon is, of all things, a QatarEnergy-ExxonMobil joint venture.” Heatmap’s Robinson Meyer further explored the LNG angle with Eurasia Group analyst Gregory Brew on the latest episode of Shift Key.
At least for now, the bombing of Iranian nuclear enrichment sites hasn’t led to any detectable increase in radiation levels in countries bordering Iran, the International Atomic Energy Agency said Monday. That includes the Bushehr nuclear power plant, the Tehran research reactor, and other facilities. “So far, no elevation of radiation levels above the usual background levels has been detected in countries bordering Iran,” Director General Rafael Grossi said in a statement.
Financial giants are once again buying a utility in a bet on electricity growth. A consortium led by BlackRock subsidiary Global Infrastructure Partners and Swedish private equity heavyweight EQT announced a deal Monday to buy utility giant AES Corp. The acquisition was valued at more than $33 billion and is expected to close by early next year at the latest. “AES is a leader in competitive generation,” Bayo Ogunlesi, the chief executive officer of BlackRock’s Global Infrastructure Partners, said in a statement. “At a time in which there is a need for significant investments in new capacity in electricity generation, transmission, and distribution, especially in the United States of America, we look forward to utilizing GIP’s experience in energy infrastructure investing, as well as our operational capabilities to help accelerate AES’ commitment to serve the market needs for affordable, safe and reliable power.” The move comes almost exactly a year after the infrastructure divisions at Blackstone, the world’s largest alternative asset manager, bought the Albuquerque-based utility TXNM Energy in an $11.5 billion gamble on surging power demand.
China’s output of solar power surpassed that of wind for the first time last year as cheap panels flooded the market at home and abroad. The country produced nearly 1.2 million gigawatt-hours of electricity from solar power in 2025, up 40% from a year earlier, according to a Bloomberg analysis of National Bureau of Statistics data published Saturday. Wind generation increased just 13% to more than 1.1 gigawatt-hours. The solar boom comes as Beijing bolsters spending on green industry across the board. China went from spending virtually nothing on fusion energy development to investing more in one year than the entire rest of the world combined, as I have previously reported. To some, China is — despite its continued heavy use of coal — a climate hero, as Heatmap’s Katie Brigham has written.
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Canada and India have a longstanding special friendship on nuclear power. Both countries — two of the juggernauts of the 56-country Commonwealth of Nations — operate fleets that rely heavily on pressurized heavy water reactors, a very different design than the light water reactors that make up the vast majority of the fleets in Europe and the United States. Ottawa helped New Delhi build its first nuclear plants. Now the two countries have renewed their atomic ties in what the BBC called a “landmark” deal Monday. As part of the pact, India signed a nine-year agreement with Canada’s largest uranium miner, Cameco, to supply fuel to New Delhi’s growing fleet of seven nuclear plants. The $1.9 billion deal opens a new market for Canada’s expanding production of uranium ore and gives India, which has long worried about its lack of domestic deposits, a stable supply of fuel.
India, meanwhile, is charging ahead with two new reactors at the Kaiga atomic power station in the southwestern state of Karnataka. The units are set to be IPHWR-700, natively designed pressurized heavy water reactors. Last week, the Nuclear Power Corporation of India poured the first concrete on the new pair of reactors, NucNet reported Monday.
The Spanish refiner Moeve has decided to move forward with an investment into building what Hydrogen Insight called “a scaled-back version” of the first phase of its giant 2-gigawatt Andalusian Green Hydrogen Valley project. Even in a less ambitious form, Reuters pegged the total value of the project at $1.2 billion. Meanwhile in the U.S., as I wrote yesterday, is losing major projects right as big production facilities planned before Trump returned to office come online.
Speaking of building, the LEGO Group is investing another $2.8 million into carbon dioxide removal. The Danish toymaker had already pumped money into carbon-removal projects overseen by Climate Impact Partners and ClimeFi. At this point, LEGO has committed $8.5 million to sucking planet-heating carbon out of the atmosphere, where it circulates for centuries. “As the program expands, it is helping to strengthen our understanding of different approaches and inform future decision-making on how carbon removal may complement our wider climate goals,” Annette Stube, LEGO’s chief sustainability officer, told Carbon Herald.