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With emissions from transportation rising, it’s up to the states to fix it.
Last September, Jeanie Ward-Waller, a deputy director at California’s state transportation department, was called into her supervisor’s office and told she was being removed from her role, no explanation given. But Ward-Waller thinks she knows what happened.
A few weeks earlier, she’d threatened to blow the whistle on the agency for a highway repaving project that she believed was covertly — and illegally — going to widen the road. Under state law, highway expansions require environmental review and public input. It was also exactly the kind of project the agency was supposedly moving away from, according to its climate action plan, which said it would prioritize alternative forms of transit.
“Caltrans leaders believe they are widening highways in the public interest, despite decades of empirical research proving otherwise, and the agency’s own policies requiring solutions that reduce driving,” Ward-Waller wrote in an essay for the San Francisco Chronicle after leaving the agency.
Ward-Waller’s firing riled up climate advocates and sustainable transit proponents, and not just in California. (Multiple people I interviewed for this story mentioned it to me.) State transportation agencies all over the country are stuck in this kind of outdated thinking, critics say. Transportation is the biggest source of emissions in the U.S., and one of the only sectors where emissions grew last year. But most state transportation agencies are still funneling most of their budgets into road expansion projects. Few have taken on addressing climate change as part of their mission.
“State departments of transportation are kind of the next frontier for climate advocacy to conquer,” Justin Balik, the state program director for Evergreen Action told me. “There’s a lot of blue states where the transportation decisions are still divorced from the climate conversation.”
It’s a pivotal moment to change that, Balik argued. The Bipartisan Infrastructure Law, signed in 2021, has been sending billions of dollars of flexible funding into states for transportation projects. The Biden administration will also soon begin requiring these agencies to set greenhouse gas reduction targets. Although the targets are non-binding and states won’t be penalized for failing to achieve them, they will have to regularly report on their progress.
States have until February 1 to submit their initial plans to the federal Department of Transportation. So on Monday, climate and clean transportation advocates around the country sent letters to the governors of 22 states urging them to set targets consistent with reaching net-zero emissions by 2050. The letters ask officials to consider what’s achievable both through vehicle electrification and by reducing highway expansion.
“Electrification is critical and essential, but it’s not enough, just looking at the math, in terms of how long it's going to take for the vehicle fleet to turn over,” said Balik. “We need to think about the transportation system holistically and stop digging the hole deeper when we’re making transportation investment decisions.”
He directed me to a report published by the Georgetown Climate Center after the infrastructure law passed. The policy think tank modeled two scenarios, one where about a third of the $600 billion of flexible funding went to highway expansion, and one where states put more toward public transit and road maintenance. It found that the first scenario would increase emissions 1.6% by 2032, compared to business-as-usual, whereas the second would enable deeper emissions cuts — 1.3% more — than would otherwise have been expected with market forces and existing policies.
The reason is an effect called “induced demand,” and it’s at the center of this whole story. When state departments of transportation evaluate projects, they use models that assume building new roads or adding lanes increases the flow of traffic — thereby reducing congestion and reducing emissions. But real-world evidence has shown that expanding highways, especially in dense areas, actually encourages more people to drive — and within a few years, the traffic is just as bad as before.
“They’re vastly overestimating the benefits of expansion projects,” Miguel Moravec, a senior associate at RMI told me. “If the models are not capturing the reality that expanded lanes lead to more traffic, then you can’t really seriously engage with the pollution problem.”
The modeling is a symptom of a more entrenched issue. State Departments of Transportation are big agencies that can have thousands of staff, many of whom have been in their roles for decades. (Caltrans, for example, has more than 22,000 people.) The culture of these offices is built around an old paradigm where the primary metric of performance is to relieve traffic congestion — to help people drive places more quickly and easily.
“There’s a new movement to say, maybe it’s about helping people get to where they need to go efficiently, affordably, and safely,” Matt Frommer, the senior transportation advocate at the Southwest Energy Efficiency Project, told me. “But that is a really hard shift to make in a giant institution like a state DOT. Because all of the models and all of the policies and funding decision processes have been set up around the old paradigm.”
Even in places where that’s beginning to shift, there are still long-term challenges. California, for example, has had a law on the books for a decade that says the state must assess the impacts of transportation projects by measuring the amount of driving they induce or reduce — not by their effect on congestion. But local advocates like Jamie Pew, a climate advisor at NextGen Policy, say this has failed to move the state meaningfully away from highway expansion.
Ward-Waller’s firing brought long-simmering criticisms of the state’s climate strategy to a boil, he said. “For all of the money that we’re investing in new transit infrastructure, electrification, and green mobility options, as long as we continue to invest in freeway expansion, we’re not going to see the progress in emissions that we need to see.”
There are a few states that are starting to do things differently. Colorado, for example, has seen a significant shift in the way the state approaches transportation projects. In 2021, the state legislature passed a law directing its transportation agency to set regional greenhouse gas reduction targets and incorporate them into project planning. Frommer said the new approach has already resulted in real changes. In 2022, the state scrapped a long-planned highway expansion through downtown Denver after it was found that it would undermine the agency’s targets.
“That freed up hundreds of millions, if not over a billion dollars for other multimodal projects to help enable transit, biking and walking,” said Frommer.
The state that is leading the nation in innovative transportation policy, however, is Minnesota. Like Colorado, it has transportation-specific greenhouse gas targets. But it also has a specific goal to reduce “vehicle miles traveled” — a measure of how much people drive. Last year, lawmakers passed a big transportation package that gave more teeth to these goals, requiring the state’s DOT take them into account in decision making. It also went a step further and said that if the agency moves forward with any projects that induce demand, it has to offset them with additional projects that get people out of their cars.
The new federal rule requiring state transportation departments to report on their progress achieving declining greenhouse gas targets could help nudge more states in this direction. As climate advocates tell me on a weekly basis, “you can’t manage what you don’t measure.”
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What he wants them to do is one thing. What they’ll actually do is far less certain.
Donald Trump believes that tariffs have almost magical power to bring prosperity; as he said last month, “To me, the world’s most beautiful word in the dictionary is tariffs. It’s my favorite word.” In case anyone doubted his sincerity, before Thanksgiving he announced his intention to impose 25% tariffs on everything coming from Canada and Mexico, and an additional 10% tariff on all Chinese goods.
This is just the beginning. If the trade war he launched in his first term was haphazard and accomplished very little except costing Americans money, in his second term he plans to go much further. And the effects of these on clean energy and climate change will be anything but straightforward.
The theory behind tariffs is that by raising the price of an imported good, they give a stronger footing in the market; eventually, the domestic producer may no longer need the tariff to be competitive. Imposing a tariff means we’ve decided that a particular industry is important enough that it needs this kind of support — or as some might call it, protection — even if it means higher prices for a while.
The problem with across-the-board tariffs of the kind Trump proposes is that they create higher prices even for goods that are not being produced domestically and probably never will be. If tariffs raise the price of a six-pack of tube socks at Target from $9.99 to $14.99, it won’t mean we’ll start making tube socks in America again. It just means you’ll pay more. The same is often true for domestic industries that use foreign parts in their manufacturing: If no one is producing those parts domestically, their costs will unavoidably rise.
The U.S. imported over $3 trillion worth of goods in 2023, and $426 billion from China alone, so Trump’s proposed tariffs would represent hundreds of billions of dollars of increased costs. That’s before we account for the inevitable retaliatory tariffs, which is what we saw in Trump’s first term: He imposed tariffs on China, which responded by choking off its imports of American agricultural goods. In the end, the revenue collected from Trump’s tariffs went almost entirely to bailing out farmers whose export income disappeared.
The past almost-four years under Joe Biden have seen a series of back-and-forth moves in which new tariffs were announced, other tariffs were increased, exemptions were removed and reinstated. For instance, this May Biden increased the tariff on Chinese electric vehicles to over 100% while adding tariffs on certain EV batteries. But some of the provisions didn’t take effect right away, and only certain products were affected, so the net economic impact was minimal. And there’s been nothing like an across-the-board tariff.
It’s reasonable to criticize Biden’s tariff policies related to climate. But his administration was trying to navigate a dilemma, serving two goals at once: reducing emissions and promoting the development of domestic clean energy technology. Those goals are not always in alignment, at least in the short run, which we can see in the conflict within the solar industry. Companies that sell and install solar equipment benefit from cheap Chinese imports and therefore oppose tariffs, while domestic manufacturers want the tariffs to continue so they can be more competitive. The administration has attempted to accommodate both interests with a combination of subsidies to manufacturers and tariffs on certain kinds of imports — with exemptions peppered here and there. It’s been a difficult balancing act.
Then there are electric vehicles. The world’s largest EV manufacturer is Chinese company BYD, but if you haven’t seen any of their cars on the road, it’s because existing tariffs make it virtually impossible to import Chinese EVs to the United States. That will continue to be the case under Trump, and it would have been the case if Kamala Harris had been elected.
On one hand, it’s important for America to have the strongest possible green industries to insulate us from future supply shocks and create as many jobs-of-the-future as possible. On the other hand, that isn’t necessarily the fastest route to emissions reductions. In a world where we’ve eliminated all tariffs on EVs, the U.S. market would be flooded with inexpensive, high-quality Chinese EVs. That would dramatically accelerate adoption, which would be good for the climate.
But that would also deal a crushing blow to the American car industry, which is why neither party will allow it. What may happen, though, is that Chinese car companies may build factories in Mexico, or even here in the U.S., just as many European and Japanese companies have, so that their cars wouldn’t be subject to tariffs. That will take time.
Of course, whatever happens will depend on Trump following through with his tariff promise. We’ve seen before how he declares victory even when he only does part of what he promised, which could happen here. Once he begins implementing his tariffs, his administration will be immediately besieged by a thousand industries demanding exemptions, carve-outs, and delays in the tariffs that affect them. Many will have powerful advocates — members of Congress, big donors, and large groups of constituents — behind them. It’s easy to imagine how “across-the-board” tariffs could, in practice, turn into Swiss cheese.
There’s no way to know yet which parts of the energy transition will be in the cheese, and which parts will be in the holes. The manufacturers can say that helping them will stick it to China; the installers may not get as friendly an audience with Trump and his team. And the EV tariffs certainly aren’t going anywhere.
There’s a great deal of uncertainty, but one thing is clear: This is a fight that will continue for the entirety of Trump’s term, and beyond.
Give the people what they want — big, family-friendly EVs.
The star of this year’s Los Angeles Auto Show was the Hyundai Ioniq 9, a rounded-off colossus of an EV that puts Hyundai’s signature EV styling on a three-row SUV cavernous enough to carry seven.
I was reminded of two years ago, when Hyundai stole the L.A. show with a different EV: The reveal of Ioniq 6, its “streamliner” aerodynamic sedan that looked like nothing else on the market. By comparison, Ioniq 9 is a little more banal. It’s a crucial vehicle that will occupy the large end of Hyundai's excellent and growing lineup of electric cars, and one that may sell in impressive numbers to large families that want to go electric. Even with all the sleek touches, though, it’s not quite interesting. But it is big, and at this moment in electric vehicles, big is what’s in.
The L.A. show is one the major events on the yearly circuit of car shows, where the car companies traditionally reveal new models for the media and show off their whole lineups of vehicles for the public. Given that California is the EV capital of America, carmakers like to talk up their electric models here.
Hyundai’s brand partner, Kia, debuted a GT performance version of its EV9, adding more horsepower and flashy racing touches to a giant family SUV. Jeep reminded everyone of its upcoming forays into full-size and premium electric SUVs in the form of the Recon and the Wagoneer S. VW trumpeted the ID.Buzz, the long-promised electrified take on the classic VW Microbus that has finally gone on sale in America. The VW is the quirkiest of the lot, but it’s a design we’ve known about since 2017, when the concept version was revealed.
Boring isn’t the worst thing in the world. It can be a sign of a maturing industry. At auto shows of old, long before this current EV revolution, car companies would bring exotic, sci-fi concept cars to dial up the intrigue compared to the bread-and-butter, conservatively styled vehicles that actually made them gobs of money. During the early EV years, electrics were the shiny thing to show off at the car show. Now, something of the old dynamic has come to the electric sector.
Acura and Chrysler brought wild concepts to Los Angeles that were meant to signify the direction of their EVs to come. But most of the EVs in production looked far more familiar. Beyond the new hulking models from Hyundai and Kia, much of what’s on offer includes long-standing models, but in EV (Chevy Equinox and Blazer) or plug-in hybrid (Jeep Grand Cherokee and Wrangler) configurations. One of the most “interesting” EVs on the show floor was the Cybertruck, which sat quietly in a barely-staffed display of Tesla vehicles. (Elon Musk reveals his projects at separate Tesla events, a strategy more carmakers have begun to steal as a way to avoid sharing the spotlight at a car show.)
The other reason boring isn’t bad: It’s what the people want. The majority of drivers don’t buy an exotic, fun vehicle. They buy a handsome, spacious car they can afford. That last part, of course, is where the problem kicks in.
We don’t yet know the price of the Ioniq 9, but it’s likely to be in the neighborhood of Kia’s three-row electric, the EV9, which starts in the mid-$50,000s and can rise steeply from there. Stellantis’ forthcoming push into the EV market will start with not only pricey premium Jeep SUVs, but also some fun, though relatively expensive, vehicles like the heralded Ramcharger extended-range EV truck and the Dodge Charger Daytona, an attempt to apply machismo-oozing, alpha-male muscle-car marketing to an electric vehicle.
You can see the rationale. It costs a lot to build a battery big enough to power a big EV, so they’re going to be priced higher. Helpfully for the car brands, Americans have proven they will pay a premium for size and power. That’s not to say we’re entering an era of nothing but bloated EV battleships. Models such as the overpowered electric Dodge Charger and Kia EV9 GT will reveal the appetite for performance EVs. Smaller models like the revived Chevy Bolt and Kia’s EV3, already on sale overseas, are coming to America, tax credit or not.
The question for the legacy car companies is where to go from here. It takes years to bring a vehicle from idea to production, so the models on offer today were conceived in a time when big federal support for EVs was in place to buoy the industry through its transition. Now, though, the automakers have some clear uncertainty about what to say.
Chevy, having revealed new electrics like the Equinox EV elsewhere, did not hold a media conference at the L.A. show. Ford, which is having a hellacious time losing money on its EVs, used its time to talk up combustion vehicles including a new version of the palatial Expedition, one of the oversized gas-guzzlers that defined the first SUV craze of the 1990s.
If it’s true that the death of federal subsidies will send EV sales into a slump, we may see messaging from Detroit and elsewhere that feels decidedly retro, with very profitable combustion front-and-center and the all-electric future suddenly less of a talking point. Whatever happens at the federal level, EVs aren’t going away. But as they become a core part of the car business, they are going to get less exciting.
Current conditions: Parts of southwest France that were freezing last week are now experiencing record high temperatures • Forecasters are monitoring a storm system that could become Australia’s first named tropical cyclone of this season • The Colorado Rockies could get several feet of snow today and tomorrow.
This year’s Atlantic hurricane season caused an estimated $500 billion in damage and economic losses, according to AccuWeather. “For perspective, this would equate to nearly 2% of the nation’s gross domestic product,” said AccuWeather Chief Meteorologist Jon Porter. The figure accounts for long-term economic impacts including job losses, medical costs, drops in tourism, and recovery expenses. “The combination of extremely warm water temperatures, a shift toward a La Niña pattern and favorable conditions for development created the perfect storm for what AccuWeather experts called ‘a supercharged hurricane season,’” said AccuWeather lead hurricane expert Alex DaSilva. “This was an exceptionally powerful and destructive year for hurricanes in America, despite an unusual and historic lull during the climatological peak of the season.”
AccuWeather
This year’s hurricane season produced 18 named storms and 11 hurricanes. Five hurricanes made landfall, two of which were major storms. According to NOAA, an “average” season produces 14 named storms, seven hurricanes, and three major hurricanes. The season comes to an end on November 30.
California Gov. Gavin Newsom announced yesterday that if President-elect Donald Trump scraps the $7,500 EV tax credit, California will consider reviving its Clean Vehicle Rebate Program. The CVRP ran from 2010 to 2023 and helped fund nearly 600,000 EV purchases by offering rebates that started at $5,000 and increased to $7,500. But the program as it is now would exclude Tesla’s vehicles, because it is aimed at encouraging market competition, and Tesla already has a large share of the California market. Tesla CEO Elon Musk, who has cozied up to Trump, called California’s potential exclusion of Tesla “insane,” though he has said he’s okay with Trump nixing the federal subsidies. Newsom would need to go through the State Legislature to revive the program.
President-elect Donald Trump said yesterday he would impose steep new tariffs on all goods imported from China, Canada, and Mexico on day one of his presidency in a bid to stop “drugs” and “illegal aliens” from entering the United States. Specifically, Trump threatened Canada and Mexico each with a 25% tariff, and China with a 10% hike on existing levies. Such moves against three key U.S. trade partners would have major ramifications across many sectors, including the auto industry. Many car companies import vehicles and parts from plants in Mexico. The Canadian government responded with a statement reminding everyone that “Canada is essential to U.S. domestic energy supply, and last year 60% of U.S. crude oil imports originated in Canada.” Tariffs would be paid by U.S. companies buying the imported goods, and those costs would likely trickle down to consumers.
Amazon workers across the world plan to begin striking and protesting on Black Friday “to demand justice, fairness, and accountability” from the online retail giant. The protests are organized by the UNI Global Union’s Make Amazon Pay Campaign, which calls for better working conditions for employees and a commitment to “real environmental sustainability.” Workers in more than 20 countries including the U.S. are expected to join the protests, which will continue through Cyber Monday. Amazon’s carbon emissions last year totalled 68.8 million metric tons. That’s about 3% below 2022 levels, but more than 30% above 2019 levels.
Researchers from MIT have developed an AI tool called the “Earth Intelligence Engine” that can simulate realistic satellite images to show people what an area would look like if flooded by extreme weather. “Visualizing the potential impacts of a hurricane on people’s homes before it hits can help residents prepare and decide whether to evacuate,” wrote Jennifer Chu at MIT News. The team found that AI alone tended to “hallucinate,” generating images of flooding in areas that aren’t actually susceptible to a deluge. But when combined with a science-backed flood model, the tool became more accurate. “One of the biggest challenges is encouraging people to evacuate when they are at risk,” said MIT’s Björn Lütjens, who led the research. “Maybe this could be another visualization to help increase that readiness.” The tool is still in development and is available online. Here is an image it generated of flooding in Texas:
Maxar Open Data Program via Gupta et al., CVPR Workshop Proceedings. Lütjens et al., IEEE TGRS
A new installation at the Centre Pompidou in Paris lets visitors listen to the sounds of endangered and extinct animals – along with the voice of the artist behind the piece, the one and only Björk.