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Politics

The ‘Endangerment Finding’ Is in Danger

On greenhouse gas regulations, coal power, and contaminated drinking water

The ‘Endangerment Finding’ Is in Danger
Heatmap Illustration/Getty Images

Current conditions: An electricity transmission line failure triggered a massive blackout in Chile • Six tropical storms are currently swirling in the Southern Hemisphere • The Santa Ana winds are returning to Southern California this week.

THE TOP FIVE

1. Report: EPA urging Trump to repeal key greenhouse gas finding

Environmental Protection Agency Administrator Lee Zeldin has reportedly been advising the Trump administration to repeal a landmark scientific finding that explicitly identified greenhouse gases as a public health threat. The 2009 “endangerment finding” gave the EPA the authority to regulate these gases. President Trump ordered the EPA to review the finding, but the agency has not publicly released any recommendations yet. According to The Washington Post, Zeldin has “privately urged the White House” to strike it down.

2. U.S. to ramp up retirements of coal-fired power plants

Power generators in the U.S. plan to retire 8.1 gigawatts of coal-fired capacity this year, according to the Energy Information Administration. That’s more than double the 4 GW retired last year but less than the 9.8 GW that have been taken offline each year over the last decade. Planned retirements across all sources for 2025 total about 12.3 GW, and coal power retirements account for the largest share at 66%, followed by natural gas at 21%. At the same time, the EIA expects 63 GW of new utility-scale power capacity to come online this year, 81% of which will be solar and battery storage.

EIA

EIA

3. U.S. and Ukraine reach tentative deal on minerals

The U.S. and Ukraine have reportedly reached a deal that would see Ukraine share some of the revenue from its state-owned natural resources – including oil, gas, and critical minerals – with the United States. Ukraine has large deposits of critical minerals and rare earth materials, some of which are essential in clean technologies including electric vehicles. President Trump previously said he wanted access to some of those materials. The terms of the new deal remain unclear, but a draft seen by some outlets suggests Ukraine would put 50% of future mineral proceeds into a newly established joint fund, up to $500 billion. Some of the money would be reinvested into the war-battered country, and “the United States would provide a long-term financial commitment to the development of a ‘stable and economically prosperous Ukraine,’” according toRetuers. However, there do not seem to be any clear security guarantees for Ukraine in the deal. The Financial Times also noted that it “leaves crucial questions such as the size of the U.S. stake in the fund and the terms of ‘joint ownership’ deals to be thrashed out in follow-up agreements.” Ukrainian President Volodymyr Zelensky reportedly plans to meet with Trump in Washington on Friday.

4. Database reveals Americans are drinking contaminated tap water

The nonprofit Environmental Working Group has published its newly updated tap water database, showing that millions of Americans are drinking water that contains “forever chemicals” (or PFAS) and other contaminants. EWG synthesized reports from 50,000 individual water systems across the country. In total, 563 utilities reported unsafe levels of forever chemicals. Almost all community water systems contained detectable levels of contaminants of some kind – from PFAS to heavy metals to radioactive substances. As Heatmap’s Jeva Lange reports, the Environmental Protection Agency is required to report drinking water data, but it’s never released a comprehensive database, and information can be hard to come by. “EWG is filling this need for people to have a national clearinghouse where they can easily access their drinking water data,” Tasha Stoiber, a senior scientist with EWG, told Lange.

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  • 5. UK emissions goals hinge on consumers switching to EVs, heat pumps

    The UK needs to bring its emissions down by 87% compared to 1990 levels by 2040 if it is to remain on track for net zero by 2050, according to a new report from the Climate Change Committee, which is an independent climate adviser to the government. Sixty percent of those 2040 reductions will come from electrification – decarbonizing the grid, switching to EVs, and swapping out fossil fuel home systems with heat pumps, etc. The report noted that the UK has already cut its greenhouse gas emissions in half since 1990 by “expanding renewable power and phasing out coal in the electricity sector.” Going forward, surface transport alone will account for nearly 30% of emissions cuts, with three-quarters of cars and vans on the road in the UK expected to be electric by 2040.

    THE KICKER

    A recent study found that in spring and summer, trees and other vegetation in Central Los Angeles can absorb up to 60% of the carbon dioxide that gets emitted during the daytime.

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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