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You can turn even the wonkiest policy into a culture war issue if you try hard enough.
“We need a leader,” said JD Vance as he accepted the Republican nomination for vice president, “who rejects Joe Biden and Kamala Harris’s Green New Scam and fights to bring back our great American factories.” The election, he said, is “about the auto worker in Michigan, wondering why out-of-touch politicians are destroying their jobs,” and “the energy worker in Pennsylvania and Ohio who doesn’t understand why Joe Biden is willing to buy energy from tinpot dictators across the world, when he could buy it from his own citizens right here in our own country.”
This is the tale Vance tells about energy and climate — one of contempt and betrayal, elitists sacrificing hard-working blue-collar Americans on the altar of their alien schemes. On the surface it may sound like it’s about jobs and economics, but it’s really about the eternal culture war that divides us from them.
This is nothing new. Maintaining this artificial division between environmental and economic concerns is central to the effort to protect the fossil fuel industry, and has been for decades. Voters must be convinced that any attempt to do something about climate change is not just unserious but an assault on virtuous working people waged from Washington and other places controlled by the snobbish liberal elite.
The argument plays on beliefs about environmentalism that go back decades. Beginning in the 1970s, a group of political scientists led by Ronald Inglehart drew attention to a change in public opinion in advanced societies around the world, as “post-materialist values” based on autonomy and self-expression grew in political prominence. The generations that grew up after World War II, they argued, were less focused on material scarcity and more concerned with issues like abortion, equal rights for women and minority groups, and the environment.
The idea that environmental concerns were separate from economics — that they are fundamentally cultural and not material — has always been used by the right to discredit environmentalism and those who advocate for it. As George H.W. Bush said about Al Gore in 1992 when Gore’s warnings about climate change were considered a little wacky, “This guy is so far off in the environmental extreme, we’ll be up to our neck in owls and out of work for every American.”
Since then, the problem has only gotten worse. But the solutions have also gotten more real.
In Vance’s home state, for instance, an “energy worker” is much more likely to be working in green energy than fossil fuels; as Semafor recently noted, “Clean energy-related companies now employ about 114,000 people in Ohio, compared to 71,000 working in oil and gas.” The state is enjoying something of a solar boom, as well as a significant increase in production of batteries that will power the electric vehicles Vance and his running mate despise. The “great American factories” Vance celebrates apparently don’t include projects like the joint LG-Honda battery plant in Jeffersonville, an hour’s drive from his home town of Middletown, which will complete construction later this year and is slated to employ 2,200 of his constituents.
But in the picture painted by Trump, Vance, and others running on the anti-anti-climate change agenda, there is essentially no such thing as a green job; efforts to lower emissions have only costs and no benefits. And the cost is not just to our economy but to our spirit, making us impotent and weak. North Dakota Gov. Doug Burgum, who may well become Secretary of Energy if Trump wins, began his convention speech with a call-and-response to the audience. “Who will make America energy dominant?” he asked three times, to which the audience responded, “Donald Trump!” “Energy dominant” has replaced “energy independent” as the goal for the Trump-era GOP, not surprising given that dominance and submission is one of the central themes of Trump’s life.
“Energy dominance” isn’t so much a practical state of affairs as a feeling, the sense that our heads are held high and others grovel before us, whether that has any relation to reality or not. After all, under Joe Biden the country is about as energy dominant as it could be, and not always for the best. America is not only producing more oil than any country in the world, it’s producing more than any country in human history. We’re also the world’s largest exporter of liquified natural gas.
Yet according to Burgum, the next four years will bring either an apocalypse of enfeeblement as we huddle together in darkness or an explosion of manly strength, depending on which president we elect. “Imagine: no electricity for your fridge, your lights or air conditioning,” he warned. “President Trump will ensure there’s power for you, and importantly, that we have the power as the United States to beat China in the AI arms race.” You can almost feel the power Trump will give you, like a steroid shot to the national soul — or a dose of something even more potent. “Teddy Roosevelt encouraged America to speak softly and carry a big stick,” Burgum went on. “Energy dominance will be the big stick that President Trump will carry.” To paraphrase Sigmund Freud, sometimes a stick is just a stick — but not this time, I think.
All that was no doubt music to the ears of the American Petroleum Institute, one of the convention’s sponsors, as well as both Trump and Vance, who has introduced a bill to repeal the EV subsidies in the Inflation Reduction Act and replace them with subsidies for internal combustion vehicles. “The whole EV thing is a scam,” Vance has said.
In other words: Don’t be fooled when Democrats tell you that climate change is an economic threat and that transitioning to a green economy will actually increase prosperity. All you need to know is that the “Green New Scam” is being imposed by the people you hate.
Those resisting climate action would prefer that voters continue to see it as solely a cultural issue, as though the environmental conversation were still confined to beautifying highways and picking up litter, something we can set aside with no material cost. But the truth is that culture and economics are entwined, and always have been. The Republicans who took the stage in Milwaukee to rail against green energy and present themselves as the protectors of the working class understand that only too well.
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The Loan Programs Office is good for more than just nuclear funding.
That China has a whip hand over the rare earths mining and refining industry is one of the few things Washington can agree on.
That’s why Alex Jacquez, who worked on industrial policy for Joe Biden’s National Economic Council, found it “astounding”when he read in the Washington Post this week that the White House was trying to figure out on the fly what to do about China restricting exports of rare earth metals in response to President Trump’s massive tariffs on the country’s imports.
Rare earth metals have a wide variety of applications, including for magnets in medical technology, defense, and energy productssuch as wind turbines and electric motors.
Jacquez told me there has been “years of work, including by the first Trump administration, that has pointed to this exact case as the worst-case scenario that could happen in an escalation with China.” It stands to reason, then, that experienced policymakers in the Trump administration might have been mindful of forestalling this when developing their tariff plan. But apparently not.
“The lines of attack here are numerous,” Jacquez said. “The fact that the National Economic Council and others are apparently just thinking about this for the first time is pretty shocking.”
And that’s not the only thing the Trump administration is doing that could hamper American access to rare earths and critical minerals.
Though China still effectively controls the global pipeline for most critical minerals (a broader category that includes rare earths as well as more commonly known metals and minerals such as lithium and cobalt), the U.S. has been at work for at least the past five years developing its own domestic supply chain. Much of that work has fallen to the Department of Energy, whose Loan Programs Office has funded mining and processing facilities, and whose Office of Manufacturing and Energy Supply Chains hasfunded and overseen demonstration projects for rare earths and critical minerals mining and refining.
The LPO is in line for dramatic cuts, as Heatmap has reported. So, too, are other departments working on rare earths, including the Office of Manufacturing and Energy Supply Chains. In its zeal to slash the federal government, the Trump administration may have to start from scratch in its efforts to build up a rare earths supply chain.
The Department of Energy did not reply to a request for comment.
This vulnerability to China has been well known in Washington for years, including by the first Trump administration.
“Our dependence on one country, the People's Republic of China (China), for multiple critical minerals is particularly concerning,” then-President Trump said in a 2020 executive order declaring a “national emergency” to deal with “our Nation's undue reliance on critical minerals.” At around the same time, the Loan Programs Office issued guidance “stating a preference for projects related to critical mineral” for applicants for the office’s funding, noting that “80 percent of its rare earth elements directly from China.” Using the Defense Production Act, the Trump administration also issued a grant to the company operating America's sole rare earth mine, MP Materials, to help fund a processing facility at the site of its California mine.
The Biden administration’s work on rare earths and critical minerals was almost entirely consistent with its predecessor’s, just at a greater scale and more focused on energy. About a month after taking office, President Bidenissued an executive order calling for, among other things, a Defense Department report “identifying risks in the supply chain for critical minerals and other identified strategic materials, including rare earth elements.”
Then as part of the Inflation Reduction Act in 2022, the Biden administration increased funding for LPO, which supported a number of critical minerals projects. It also funneled more money into MP Materials — including a $35 million contract from the Department of Defense in 2022 for the California project. In 2024, it awarded the company a competitive tax credit worth $58.5 million to help finance construction of its neodymium-iron-boron magnet factory in Texas. That facilitybegan commercial operation earlier this year.
The finished magnets will be bought by General Motors for its electric vehicles. But even operating at full capacity, it won’t be able to do much to replace China’s production. The MP Metals facility is projected to produce 1,000 tons of the magnets per year.China produced 138,000 tons of NdFeB magnets in 2018.
The Trump administration is not averse to direct financial support for mining and minerals projects, but they seem to want to do it a different way. Secretary of the Interior Doug Burgum has proposed using a sovereign wealth fund to invest in critical mineral mines. There is one big problem with that plan, however: the U.S. doesn’t have one (for the moment, at least).
“LPO can invest in mining projects now,” Jacquez told me. “Cutting 60% of their staff and the experts who work on this is not going to give certainty to the business community if they’re looking to invest in a mine that needs some government backstop.”
And while the fate of the Inflation Reduction Act remains very much in doubt, the subsidies it provided for electric vehicles, solar, and wind, along with domestic content requirements have been a major source of demand for critical minerals mining and refining projects in the United States.
“It’s not something we’re going to solve overnight,” Jacquez said. “But in the midst of a maximalist trade with China, it is something we will have to deal with on an overnight basis, unless and until there’s some kind of de-escalation or agreement.”
A conversation with VDE Americas CEO Brian Grenko.
This week’s Q&A is about hail. Last week, we explained how and why hail storm damage in Texas may have helped galvanize opposition to renewable energy there. So I decided to reach out to Brian Grenko, CEO of renewables engineering advisory firm VDE Americas, to talk about how developers can make sure their projects are not only resistant to hail but also prevent that sort of pushback.
The following conversation has been lightly edited for clarity.
Hiya Brian. So why’d you get into the hail issue?
Obviously solar panels are made with glass that can allow the sunlight to come through. People have to remember that when you install a project, you’re financing it for 35 to 40 years. While the odds of you getting significant hail in California or Arizona are low, it happens a lot throughout the country. And if you think about some of these large projects, they may be in the middle of nowhere, but they are taking hundreds if not thousands of acres of land in some cases. So the chances of them encountering large hail over that lifespan is pretty significant.
We partnered with one of the country’s foremost experts on hail and developed a really interesting technology that can digest radar data and tell folks if they’re developing a project what the [likelihood] will be if there’s significant hail.
Solar panels can withstand one-inch hail – a golfball size – but once you get over two inches, that’s when hail starts breaking solar panels. So it’s important to understand, first and foremost, if you’re developing a project, you need to know the frequency of those events. Once you know that, you need to start thinking about how to design a system to mitigate that risk.
The government agencies that look over land use, how do they handle this particular issue? Are there regulations in place to deal with hail risk?
The regulatory aspects still to consider are about land use. There are authorities with jurisdiction at the federal, state, and local level. Usually, it starts with the local level and with a use permit – a conditional use permit. The developer goes in front of the township or the city or the county, whoever has jurisdiction of wherever the property is going to go. That’s where it gets political.
To answer your question about hail, I don’t know if any of the [authority having jurisdictions] really care about hail. There are folks out there that don’t like solar because it’s an eyesore. I respect that – I don’t agree with that, per se, but I understand and appreciate it. There’s folks with an agenda that just don’t want solar.
So okay, how can developers approach hail risk in a way that makes communities more comfortable?
The bad news is that solar panels use a lot of glass. They take up a lot of land. If you have hail dropping from the sky, that’s a risk.
The good news is that you can design a system to be resilient to that. Even in places like Texas, where you get large hail, preparing can mean the difference between a project that is destroyed and a project that isn’t. We did a case study about a project in the East Texas area called Fighting Jays that had catastrophic damage. We’re very familiar with the area, we work with a lot of clients, and we found three other projects within a five-mile radius that all had minimal damage. That simple decision [to be ready for when storms hit] can make the complete difference.
And more of the week’s big fights around renewable energy.
1. Long Island, New York – We saw the face of the resistance to the war on renewable energy in the Big Apple this week, as protestors rallied in support of offshore wind for a change.
2. Elsewhere on Long Island – The city of Glen Cove is on the verge of being the next New York City-area community with a battery storage ban, discussing this week whether to ban BESS for at least one year amid fire fears.
3. Garrett County, Maryland – Fight readers tell me they’d like to hear a piece of good news for once, so here’s this: A 300-megawatt solar project proposed by REV Solar in rural Maryland appears to be moving forward without a hitch.
4. Stark County, Ohio – The Ohio Public Siting Board rejected Samsung C&T’s Stark Solar project, citing “consistent opposition to the project from each of the local government entities and their impacted constituents.”
5. Ingham County, Michigan – GOP lawmakers in the Michigan State Capitol are advancing legislation to undo the state’s permitting primacy law, which allows developers to evade municipalities that deny projects on unreasonable grounds. It’s unlikely the legislation will become law.
6. Churchill County, Nevada – Commissioners have upheld the special use permit for the Redwood Materials battery storage project we told you about last week.