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This weird oversized e-bike is sparking a controversy in New York City.

New York City wants to invite a new breed of delivery vehicle onto its streets — or rather, into its bike lanes.
A proposal by the city’s transportation department would enable larger, electric, pedal-assist cargo bicycles to deliver packages. By allowing a wider variety of commercial bicycles to operate, the city hopes to shift more deliveries by major carriers like Amazon and UPS out of trucks and onto bikes in order to cut pollution, reduce carbon emissions, and improve public safety.
There’s a surprisingly broad array of conveyances that are all, nominally, electric cargo bikes. You may have seen neighbors piloting these 2-wheeled consumer models back from the grocery store, which come with a small, built-in trailer or wagon. In dense cities, many companies are now making deliveries with e-bikes carting long, 3-wheeled trailers stacked with boxes behind them. But in New York, there are currently legal limits on how wide these bikes can be and how many wheels they can have. Some of the models that are growing popular with delivery companies like Amazon and DHL in London and Berlin either have bigger, pallet-sized storage containers attached to them, or more closely resemble golf carts or slim trucks than bikes.
Take this “skinny legend” recently piloted by UPS, which is similar to the model that Amazon is rolling out in London. It may not look like a bike, but there’s no steering wheel or acceleration pedal. It has handlebars and won't budge until the driver begins cycling away — at which point an electric motor kicks in and it can reach speeds of up to 15.5 miles per hour.
It’s also frankly, adorable. Maybe it’s just the innate human attraction to miniaturized things, but I mean, just look at this thing:
The New York City Department of Transportation estimates that heavy-duty vehicles account for roughly half of tailpipe emissions, despite making up a small fraction of vehicle activity, and freight traffic is growing rapidly. Pre-pandemic projections estimated that regional freight traffic would grow 67% between 2012 and 2045, but since January of 2020, the DOT estimates it’s already increased by more than 50%. Cargo bikes are part of the city’s vision for sustainable freight, as a way to make the “last mile” of delivery more efficient.
It’s already working. A NYC pilot program found that in 2022, cargo bikes made more than 130,000 trips delivering over 5 million packages, resulting in the reduction of over 650,000 metric tons of CO2 emissions. The Department of Transportation has determined that there is even more unmet demand that could be addressed if larger cargo bikes are allowed.
But the proposal to allow larger e-bikes on the road has had a rocky start. It’s not surprising — the idea of one of these things bounding down the city’s crowded, narrow bike lanes is a little unnerving. The city’s bike infrastructure has improved a lot in recent years, with more routes and more protected lanes. But many protected lanes still require cyclists to exercise sharp reflexes to dodge idling trucks, parked cop cars, oblivious pedestrians, and zippy mopeds. Without a more comprehensive approach to the e-bike revolution, the city risks creating a more dangerous environment and inviting public backlash.
“We think they really are an opportunity to transition away from trucks to more sustainable and safer modes of transit,” Alexa Sledge, associate director of communications at the nonprofit Transportation Alternatives, told me. “But at the same time, the way our streets are built right now is so often prioritizing trucks and cars, and we really need more space for bikes if we are going to transition to using more cargo bikes.”
During a recent comment period and public hearing on the proposal, many New Yorkers turned out to express their concerns that these vehicles pose a danger to pedestrians and other bikers. The city has already faced growing backlash from residents over e-bikes and mopeds riding on the sidewalks as food delivery has become more popular, and many commenters worried this would only make the situation worse. Others accused the bikes of being “mini trucks,” but not in a cute way.
“I am strongly against this,” read a comment by Fawn Sullivan. “The sidewalks and bike lanes are already chaotic and dangerous due to e-bikes/mopeds. We need more regulations for e-vehicles, not less.”
“If they use the same bike lanes as your everyday commuter, it’s going to be an absolute nightmare and clog up the lanes, pushing cyclists into the streets or sidewalks to get around deliveries,” read another by Michelle G. “I can see this being a total mess.”
There were also many supportive commenters who echoed Sledge’s caveat about ensuring the right infrastructure was in place. One commenter named Bill Bruno called the switch from trucks to cargo e-bikes “long overdue,” but wanted to see “wider bike lanes and many more drop-off zones.” Sara Lind, of Open Plans, a grassroots group advocating for “people-first street culture,” wrote, “Functional infrastructure will be critical to make this important program work.”
The proposal follows a program that DOT launched at the end of 2019 to track the use of cargo bikes by commercial shipping carriers. By coincidence, the data collection effort started just as package delivery was exploding due to the pandemic. After just a year, the city found that companies were rapidly increasing the use of electric cargo bikes. Between May 2020 and January 2021, the number of cargo bike deliveries increased 109%.
But existing laws restrict carriers to using bikes that are 3-feet wide and have three wheels. (Although UPS, a participant in the pilot program, seemed to have gotten around the restriction with a four-wheeled model it rolled out last year. Neither the company nor the Department of Transportation responded to my request for clarification.)
In any case, the city’s proposal would officially allow the use of models that are up to 4-feet wide, and have four wheels, like those I described earlier.
But another issue that came up in the comments was that the proposal would backtrack slightly, banning many of the models that carriers were already using on NYC streets. It caps the length of a cargo bike to 10 feet, despite many current cargo bikes measuring out to 14 feet — mostly those that are toting trailers. “We cannot risk alienating the users who have already adopted this sustainable delivery mode,” wrote Lind.
The city is still parsing public comments and has not said when it plans to finalize the rules. The DOT did not respond to a question I sent them about whether it plans to do anything in conjunction with this rule change to address bike lane safety.
This is also just one piece of New York’s broader plans to reduce truck traffic in the city. The DOT is planning to pilot “microhubs,” locations where online orders can be dropped off and then distributed locally by smaller vehicles. Plus, the decades-long battle to establish a congestion pricing scheme may finally be coming to a head, with plans to begin charging vehicles to enter downtown Manhattan sometime next year. When I spoke with Sledge, she said that’s likely to put more pressure on delivery companies to switch to e-bikes, raising the urgency of the need to re-design the city’s streets for a micro-mobility future.
“We can’t continue to have the same sort of street design we’ve had for years if we're going to ask these bike lanes to do so much more,” she said. “It will be even more important to take space away from cars and give it to people riding bikes if they’re going to be such a large number of our road users.”
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Current conditions: The monster snow storm headed eastward could dump more than a foot of snow on New York City this weekend • An extreme heat wave in Australia is driving temperatures past 104 degrees Fahrenheit • In northwest India, Jammu and Kashmir are bracing for up to 8 inches of snow.
Last month, Fervo Energy raised another $462 million in a Series E round to finance construction of the next-generation geothermal startup’s first major power plant. Pretty soon, retail investors will be able to get in on the hype. On Thursday, Axios reported that the company had filed confidential papers with the Securities and Exchange Commission in preparation for an initial public offering. Fervo’s IPO will be a milestone for the geothermal industry. For years, the business of tapping the Earth’s molten heat for energy has remained relatively small, geographically isolated, and dominated by incumbent players such as Ormat Technologies. But Fervo set off a startup boom when it demonstrated that it could use fracking technology to access hot rocks in places that don’t have the underground reservoirs that conventional geothermal companies rely upon. In yesterday’s newsletter, I told you about how Zanskar, a startup using artificial intelligence to find more conventional resources, and Sage Geosystems, a rival next-generation company to Fervo, had raised a combined $212 million. But as my colleague Matthew Zeitlin wrote in December when Fervo raised its most recent financing round, it’s not yet clear whether the company’s “enhanced” geothermal approach is price competitive. With how quickly things are progressing, we will soon find out.
Fervo isn’t the only big IPO news. General Fusion, the Canadian fusion energy startup TechCrunch describes as “struggling,” announced plans for a $1 billion reverse merger deal to go public on the Nasdaq. The move comes almost exactly a month after President Donald Trump’s social media company, the parent firm of Truth Social, inked a deal to merge with the fusion startup TAE Technologies and create the first publicly-traded fusion company in the U.S. Analysts I spoke to about the deal called it “flabberghasting,” and warned that TAE’s technology represented a more complex and dubious approach to commercializing fusion than that taken by rival companies such as Commonwealth Fusion Systems. Still, the IPO deals highlight the growing excitement over progress on generating power from a technology long mocked as the energy source of tomorrow that always will be. As Heatmap’s Katie Brigham artfully put it in 2024, “it is finally, possibly, almost time for fusion.”
General Motors plans to move manufacturing of the next generation of its Buick Envision SUV from China to the U.S. in two years and end production of the all-electric Chevrolet Bolt. The Detroit auto giant makes just one of its four SUV models in the U.S., leaving the cars vulnerable to Trump’s tariffs. The worst hit was the Envision, which is currently built in China. Starting in 2028, the latest version of the Envision will be produced in Kansas, taking over the assembly line that is currently churning out the Bolt.
It's a blow to GM's electric vehicle line. Chevy just brought back the Bolt in response to high demand after initially canceling production in 2023, because as Andrew Moseman put it in Heatmap, it's “the cheap EV we've needed all along.” While Chevy had always framed the return as a limited run, it was not previously clear how limited that would be.
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The Department of Energy said Thursday its newly rebranded Office of Energy Dominance Finance, formerly the Loan Programs Office, is “restructuring, revising, or eliminating more than $83 billion in Green New Scam loans and conditional commitments.” The move comes after “an exhaustive first-year review” of the $104 billion in principal loan obligations the Biden administration shelled out, including $85 billion the Trump administration accused of being “rushed out the door in the final months after Election Day.” In a statement, Secretary of Energy Chris Wright said the changes are meant to “ensure the responsible investment of taxpayer dollars.” While it’s not yet clear which projects are affected, the agency said the EDF eliminated about $9.5 billion in support for wind and solar projects and redirected that funding to natural gas and nuclear energy. But as Heatmap’s Emily Pontecorvo noted last night, the Energy Department hasn’t yet said which loans are set to be canceled as part of the latest cuts. The announcement may include loans that have already been canceled or restructured.
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If you know anything about surging electricity demand, you’re likely to finger a single culprit: data centers. But worldwide, air conditioning dwarfs data centers as a demand driver. And in California, electric vehicles are on pace to edge out data centers as a bigger driver of peak demand on the grid. That’s according to a new report from the California Energy Commission. Just look at this chart:

As the Golden State tries to get a grip on its electricity system, Representative Ro Khanna, the progressive Silicon Valley congressman often discussed as a potential 2028 presidential candidate, has doubled down on his calls to break up the state’s largest utility. On Thursday, Khanna posted on X that PG&E “should be broken up and owned by customers, not shareholders. They are ripping off Californians by buying off politicians in Sacramento.” The Democrat has been calling for PG&E’s demise since at least 2019, when the utility was on the hook for billions of dollars in damages from a wildfire sparked by its equipment. But the idea hasn’t exactly caught on.
New energy technologies such as batteries, solar panels, and wind turbines are driving demand for minerals and spurring a controversial push for new mines on virgin lands. But a new study by researchers at the University of Queensland’s Sustainable Minerals Institute found that a production boom is already underway at existing mines. The peer-reviewed paper, which is the first comprehensive global analysis of brownfield mining expansion, found that existing mines are growing in size and scale. Just because the mines are already there doesn’t mean the new production doesn’t come with some social cost. Nearly 78% of the 366 mines analyzed in the study “are located in areas facing multiple high-risk socioeconomic conditions, including weak governance, poor corruption control, and limited press freedom,” the study found.
The Department of the Interior has a new coal mascot. On Thursday, the agency posted an animated picture of a cartoonish, rosy-cheeked, chicken nugget-shaped lump of coal clad in a yellow hardhat and construction gear. His name? Coalie. The idea isn’t original. Australia’s coal-mining trade group rolled out an almost identical mascot a few years ago — same anthropomorphic lump of coal, same yellow attire. The only difference? His name was Hector, and he wore glasses.
The Secretary of Energy announced the cuts and revisions on Thursday, though it’s unclear how many are new.
The Department of Energy announced on Thursday that it has eliminated nearly $30 billion in loans and conditional commitments for clean energy projects issued by the Biden administration. The agency is also in the process of “restructuring” or “revising” an additional $53 billion worth of loans projects, it said in a press release.
The agency did not include a list of affected projects and did not respond to an emailed request for clarification. However the announcement came in the context of a 2025 year-in-review, meaning these numbers likely include previously-announced cancellations, such as the $4.9 billion loan guarantee for the Grain Belt Express transmission line and the $3 billion partial loan guarantee to solar and storage developer Sunnova, which were terminated last year.
The only further detail included in the press release was that some $9.5 billion in funding for wind and solar projects had been eliminated and was being replaced with investments in natural gas and building up generating capacity in existing nuclear plants “that provide more affordable and reliable energy for the American people.”
A preliminary review of projects that may see their financial backing newly eliminated turned up four separate efforts to shore up Puerto Rico’s perennially battered grid with solar farms and battery storage by AES, Pattern Energy, Convergent Energy and Power, and Inifinigen. Those loan guarantees totalled about $2 billion. Another likely candidate is Sunwealth’s Project Polo, which closed a $289.7 million loan guarantee during the final days of Biden’s tenure to build solar and battery storage systems at commercial and industrial sites throughout the U.S. None of the companies responded to questions about whether their loans had been eliminated.
Moving forward, the Office of Energy Dominance Financing — previously known as the Loan Programs Office — says it has $259 billion in available loan authority, and that it plans to prioritize funding for nuclear, fossil fuel, critical mineral, geothermal energy, grid and transmission, and manufacturing and transportation projects.
Under Trump, the office has closed three loan guarantees totalling $4.1 billion to restart the Three Mile Island nuclear plant, upgrade 5,000 miles of transmission lines, and restart a coal plant in Indiana.
With a China-Canada import deal and Geely showing up at CES, these low-priced models are getting ever-closer to American roads.
Chinese EVs are at the gates.
Low-priced electric vehicles by the likes of Geely, BYD, and Zeekr have already sold enormous numbers in their home country and spearheaded EV growth around the world, from Southeast Asia to Latin America. Now they’re closing in on America’s borders. Canada just agreed to a new trade deal with Beijing that would kill the country’s 100% tariff on Chinese cars and, presumably, allow them to undercut the existing Canadian car market. In Mexico, EV sales surged by 29% in 2025 thanks to the arrival of Chinese models.
Though China’s EVs are still unavailable in the U.S., they feel ever-present already. Auto journalists (myself included) drive these vehicles abroad and rave about how capable they are, especially for the price. Social media influencer hype has fed an appetite for both entry-level and luxury Chinese models — and confused plenty of Americans wondering why they can’t buy them. Headlines speculate about how the Detroit auto giants could ever hope to compete once cheap BYD Dolphins start to populate American roads. Chinese giant Geely, which owns Volvo and Polestar, appeared at CES earlier this month, as if to signal that the arrival of Chinese electric vehicles is imminent.
But is it? The outlook remains rather murky.
The first thing to know is that Chinese cars are not outright banned from coming to America. Instead, it’s a constellation of economic and technological headaches that keeps Beijing at bay. A 100% tariff makes it difficult to compete on cost, even with America’s notoriously expensive EVs. America’s safety and emissions standards are difficult and expensive to meet. Because of national security concerns, connected cars (i.e. those that can hook into the internet) cannot use Chinese-made software, a ban that’s soon to expand to electronic hardware.
Those restrictions aren’t likely to change anytime soon. Sean Duffy, the U.S. transportation secretary, responded to Canada’s removal of its Chinese car tariff by saying our neighbor to the north would “surely regret it.” Members of Congress from both parties are largely opposed to allowing Chinese cars into America under the logic of protectionism for U.S. automakers.
Yet all that might not be enough to prevent the eventual arrival of Geelys and BYDs. The first variable is the unpredictability of President Trump, who has said before that he would like to see Chinese-made cars in America. I don’t expect the United States to eliminate its tariff entirely the way Canada has, but look, you just never know what the heck is going to happen these days.
In the meantime, Chinese automakers are strategizing how they might navigate the rules in place and sell cars here anyway. Crash safety, for example, isn’t the impediment it might appear to be. China’s carmakers have intentionally designed their models in such a way that they could be tweaked, rather than totally redesigned, to meet more stringent rules.
As for the rest, the global reach of these companies could help them get around rules that specifically target China. Geely, which has suggested it will reveal plans for an American invasion within two to three years, builds Volvos in South Carolina and could use those facilities to build Geely-branded EVs in the United States. Company representatives also hand-waved away the problem of Chinese-made software, arguing that as a global brand, it’s already accustomed to meeting the various data privacy regulations of different countries and regions.
In other words, Chinese car companies could skirt some American hurdles by making their cars a little less Chinese. The problem is that doing so might spoil their secret sauce. Part of the magic of Chinese EVs is their responsive, easy-to-understand touchscreen interface that’s obviously superior to what’s offered in otherwise-excellent electric vehicles by Chevy or Hyundai. There’s no guarantee Geely could easily secure a Western-made replacement of the same quality.
The key question, then, is: Will Americans want the versions of Chinese EVs that come to America? We’ve noted recently that drivers are finally showing signs that they are fed up with the cost of new cars spiraling out of control. The kind of cheap Chinese EVs now on sale around the world would be a godsend for money-stressed Americans who are dependent on the automobile. But tariffs and other aforementioned factors mean that the models we get likely won’t be $10,000 basic transportation machines that undercut the entire overpriced American car economy.
Instead, Geelys for America probably will be big, luxurious vehicles whose appeal is fundamentally about feeling techy, futuristic, and cool, much the way Tesla first won over U.S. drivers. To that end, the brand brought a couple of fancy plug-in hybrid SUVs to CES to show Americans what we’re missing. Five years hence, we might not be missing them at all.