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The Senate told renewables developers they’d have a year to start construction and still claim a tax break. Then came an executive order.
Renewable energy advocates breathed a sigh of relief after a last-minute change to the One Big Beautiful Bill Act stipulated that wind and solar projects would be eligible for tax credits as long as they began construction within the next 12 months.
But the new law left an opening for the Trump administration to cut that window short, and now Trump is moving to do just that. The president signed an executive order on Monday directing the Treasury Department to issue new guidance for the clean electricity tax credits “restricting the use of broad safe harbors unless a substantial portion of a subject facility has been built.”
The broad safe harbors in question have to do with the way the government defines the “beginning of construction,” which, in the realm of federal tax credits, is a term of art. Under the current Treasury guidance, developers must either complete “physical work of a significant nature” on a given project or spend at least 5% of its total cost to prove they have started construction during a given year, and are therefore protected from any subsequent tax law changes.
As my colleague Matthew Zeitlin previously reported, oftentimes something as simple as placing an order for certain pieces of equipment, like transformers or solar trackers, will check the box. Still, companies can’t just buy a bunch of equipment to qualify for the tax credits and then sit on it indefinitely. Their projects must be up and operating within four years, or else they must demonstrate “continuous progress” each year to continue to qualify.
As such, under existing rules and Trump’s new law, wind and solar developers would have 12 months to claim eligibility for the investment or production tax credit, and then at least four years to build the project and connect it to the grid. While a year is a much shorter runway than the open-ended extension to the tax credits granted by the Inflation Reduction Act, it’s a much better deal than the House’s original version of the OBBBA, which would have required projects to start construction within two months and be operating by the end of 2028 to qualify.
Or so it seemed.
The tax credits became a key bargaining chip during the final negotiations on the bill. Senator Lisa Murkowski of Alaska fought to retain the 12-month runway for wind and solar, while members of the House Freedom Caucus sought to kill it. Ultimately, the latter group agreed to vote yes after winning assurances from the president that he would “deal” with the subsidies later.
Last week, as all of this was unfolding, I started to hear rumors that the Treasury guidance regarding “beginning of construction” could be a key tool at the president’s disposal to make good on his promise. Industry groups had urged Congress to codify the existing guidance in the bill, but it was ultimately left out.
When I reached out to David Burton, a partner at Norton Rose Fulbright who specializes in energy tax credits, on Thursday, he was already contemplating Trump’s options to exploit that omission.
Burton told me that Trump’s Treasury department could redefine “beginning of construction” in a number of ways, such as by removing the 5% spending safe harbor or requiring companies to get certain permits in order to demonstrate “significant” physical work. It could also shorten the four-year grace period to bring a project to completion.
But Burton was skeptical that the Treasury Department had the staff or expertise to do the work of rewriting the guidance, let alone that Trump would make this a priority. “Does Treasury really want to spend the next couple of months dealing with this?” he said. “Or would it rather deal with implementing bonus depreciation and other taxpayer-favorable rules in the One Big Beautiful Bill instead of being stuck on this tangent, which will be quite a heavy lift and take some time?”
Just days after signing the bill into law, Trump chose the tangent, directing the Treasury to produce new guidance within 45 days. “It’s going to need every one of those days to come out with thoughtful guidance that can actually be applied by taxpayers,” Burton told me when I called him back on Monday night.
The executive order cites “energy dominance, national security, economic growth, and the fiscal health of the Nation” as reasons to end subsidies for wind and solar. The climate advocacy group Evergreen Action said it would help none of these objectives. “Trump is once again abusing his power in a blatant end-run around Congress — and even his own party,” Lena Moffit, the group’s executive director said in a statement. “He’s directing the government to sabotage the very industries that are lowering utility bills, creating jobs, and securing our energy independence.”
Industry groups were still assessing the implications of the executive order, and the ones I reached out to declined to comment for this story. “Now we’re circling the wagons back up to dig into the details,” one industry representative told me, adding that it was “shocking” that Trump would “seemingly double cross Senate leadership and Thune in particular.”
As everyone waits to see what Treasury officials come up with, developers will be racing to “start construction” as defined by the current rules, Burton said. It would be “quite unusual” if the new guidance were retroactive, he added. Although given Trump’s history, he said, “I guess anything is possible.”
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More than $30 billion of clean energy investments are now on ice since Trump took office, according to new data from Wellesley College’s Big Green Machine.
America’s EV factory building boom is beginning to falter.
Since President Donald Trump took office, at least 34 factories or mineral refineries — totaling more than $30 billion in investment — have been paused, delayed, or canceled, according to a new report from researchers at Wellesley College who track the country’s clean energy manufacturing base.
“When you look at the projects that are slowing down, it’s all up and down the supply chain,” Jay Turner, an environmental studies professor who leads the database, told me.
Electric vehicle manufacturing projects are now being delayed or canceled at six times the rate that they were during the same period last year, he said.
The database, called the Big Green Machine, has data on EV and mineral factory activity going back to 2010, and has been actively tracking investment in the EV supply chain since 2022.
The news is not entirely bleak for the EV buildout, however. Another 68 projects have progressed in the past six months, according to Turner’s data. Those projects represent $24 billion in investment and more than 33,000 jobs.
At the same time, more than two dozen new projects have been announced in the past six months, but they are of a much smaller scale, the report finds. Taken together, the projects in this new wave add up to only $3 billion in investment — one-tenth of the $30 billion in projects that have been paused, delayed, or cancelled.
The Big Green Machine
The new data likely does not capture recent setbacks for the EV industry. Earlier this month, President Trump signed Republicans’ budget reconciliation bill, which will terminate all tax credits for buying or leasing an electric vehicle on September 30.
Turner told me that the slowdown was the predictable outcome of the Trump administration’s turn away from electric cars.
“In some ways, it’s exactly what we expected,” he said. “As concerns about the Inflation Reduction Act and bipartisan infrastructure law began last fall, we started to see projects slowing down. Since Trump was elected, those closures, cancellations, and delays have just ballooned.”
Particularly hard hit are projects located in distressed or fossil-fuel-dependent communities, as defined by the terms set out in the Inflation Reduction Act, he added. Facilities that depended on some kind of federal support or loan guarantee have also been especially likely to pause, he added.
The slowdowns have struck across the EV supply chain. Some battery factories have switched from producing lithium ion cells for vehicles to making large-scale batteries for the power grid. The new budget law, called the One Big Beautiful Bill Act, maintained tax incentives for installing grid-scale battery storage.
Mineral producers have also been affected. Li-Cycle paused work on mineral recycling plants in April, Turner said. A Canadian rare earth processing facility — one of the few such factories in North America — scaled back its ambitions this month. (“The data in our report is just the U.S., but when you add in Canada it’s more shocking how sharp the downturn has been,” Turner said.)
That follows other delays from last year. The Chicago-based company Anovion has continued to pause work on an $800 million facility in southwest Georgia that was slated to make synthetic graphite, which is essential for lithium ion battery anodes.
Last year, the chemicals company Albemarle delayed $1.3 billion in plans to build the country’s largest lithium refinery in South Carolina. “The economics just aren't there to build that plant,” Kent Masters, Albemarle’s CEO, told Reuters in May. China controls roughly three-quarters of the world’s lithium and synthetic graphite supply chains.
Despite its antagonism toward electric cars, the Trump administration has sought to prioritize some mineral projects. Earlier this month, the Pentagon announced a complex deal to invest in — and guarantee a buyer for the output of — a rare earths mine and processing facility on the California-Nevada border.
Whatever the cause of the slowdown, it isn’t limited to just electric cars. Total private manufacturing investment in the United States has leveled off and slightly fallen since October 2024.
On abandoning Antarctica, an EV milestone, and this week’s big earnings
Current conditions: Heavy rainfall in China has left at least 30 dead as forecasters predicts more days of downpours ahead • Severe thunderstorms are hitting the Midwest as a cold front suppresses the heat dome • The wildfires blazing across Canada are stretching into Alaska, with dozens of fires raging in the foothills of the Brooks Range.
Last year, oil giants Shell, ExxonMobil, and BP either abandoned their decarbonization goals or dialed down investments in green energy. Last week, the Financial Times also reported that the oil industry had put its effort to establish a net-zero emissions standard on pause as major companies quit the initiative. But at least one oil titan is doubling down on clean energy. On Monday, the Italian oil giant Eni said it expects its green business to rival revenues from oil and gas within a decade.
By 2035, CEO Claudio Descalzi told the FT, the operating profit “created by our new companies will balance what is coming from oil and gas, and in 2040 it will be more.” It’s a bullish bet. Earnings from Eni’s oil and gas business are still more than 10 times those from the biofuels and renewables divisions. While the company’s stock dipped by a little over 1% on Monday after the company reported its latest earnings, which beat analysts’ expectations and promised a $1.8 billion buyback, shares in Eni are up nearly 6% over the past month.
This is a big earnings week, with lots of upcoming announcements relevant for Heatmappers:
Tuesday:
Carrier
DTE Energy
Stellantis
Wednesday:
Microsoft
Meta
Rio Tinto
Hess
Entergy
Thursday:
Amazon
Shell
Southern Company
Air Products and Chemicals
TC Energy
Exelon
Xcel
Cameco
First Solar
ArcelorMittal
U.S. Steel
AES
Friday:
ExxonMobil
Chevron
Enbridge
Dominion
Brookfield Renewable Corporation
American researchers in Antarctica in 1955 set off across the ice from the icebreaker, USS Burton Island. Pictorial Parade/Archive Photos/Getty Images
In a shock to polar scientists, the National Science Foundation plans to cease operations of the United States’ only research ship capable of braving the farthest reaches of Antarctica in the Southern Ocean, the RV Nathaniel B. Palmer, Science magazine reported. Doing so would end 60 years of continuous operations of American icebreakers in Antarctica. More than 170 researchers sent a letter to the head of the NSF and Congress asking for the agency to reconsider.
The move comes amid heightened tensions on both poles as climate change brings radical changes to the planet’s ice caps. The Trump administration has taken a keen interest in the race to dominate the trade routes, military outposts, and natural resources becoming newly accessible in the Arctic, going as far as to pressure NATO ally Denmark to cede sovereignty of semi-autonomous Greenland the U.S. While the geopolitics of the uninhabited Antarctic have garnered less attention, similar dynamics are arising. China is boosting its investments in Antarctica and just opened its fifth research station. Russia has undermined attempts to inspect its bases there, which violates the Antarctica Treaty, an international agreement meant to ensure that no country can militarize the continent. China and Russia have also teamed up to tank new international protections on marine life.
The U.S. is on track to add 16,700 public fast-charging ports by the end of this year, according to InsideEVs. The effort — led by Tesla, ChargePoint, and EVgo — would represent 2.4 times the number of ports added in 2022. If the pace continues, the U.S. could have 100,000 public fast-charging ports by 2027. That’s nearing the 145,000 gas stations the U.S. operates for refueling internal combustion engine vehicles.
The milestone comes as EV sales are surging ahead of the September 30 deadline phasing out the $7,500 tax credits for electric cars Republicans set in President Donald Trump’s landmark tax law, the One Big Beautiful Bill. U.S. Even though Tesla sales dropped, U.S. EV sales overall surged 10% in the last quarter, led by GM’s new offerings.
The State of New York announced its first bulk solicitation for energy storage, putting out a bid for 3 gigawatts of batteries. The projects will be “credited and compensated based on the operational availability they achieve in each month over the course of” contracts ranging from 15 to 25 years. Governor Kathy Hochul said the bid highlighted “New York’s ongoing commitment to strengthening our grid, ensuring the state continues to have a more affordable and reliable electricity system now and well into the future.”
It’s just the latest big energy announcement from the state. Last month, Hochul ordered the New York Power Authority — the nation’s second-biggest government-owned utility after the federal Tennessee Valley Authority — to build the state’s first new nuclear power station since the 1980s. As Heatmap’s Matthew Zeitlin pointed out, the project mirrors the atomic ambitions of other government-owned utilities. Ontario plans to build what could be the nation’s first small modular reactors, using GE-Hitachi Nuclear Energy’s design. The TVA is slated to build the second set of those same reactors. But as I reported over the weekend for New York Focus, one of the state’s biggest utilities is lobbying Albany to consider the same kind of large-scale reactors that were just completed in Georgia, the Westinghouse AP1000.
Last month, solar panels delivered the largest share of the European Union’s electricity for the first time, narrowly eclipsing nuclear power, according to data from Ember. Yet this month, industry projections put the bloc on track for the first decline in solar growth since 2015. The EU is set to deploy 64.2 gigawatts this year, down from 65.1 gigawatts in 2024. The installations are set to help the bloc exceed the European Commission’s 2025 solar target of 400 gigawatts, bringing the total to 402 gigawatts by the end of the year.
But if the trend continues, Europe may fall roughly 4% short of its 2030 goal of 750 gigawatts of solar, installing just 723 gigawatts. That may not sound like a lot, but Dries Acke, the deputy chief executive of SolarPower Europe, said “the symbolism is big. Market decline, right when solar is meant to be accelerating, deserves EU leaders’ attention.” The industry group blamed the downturn on declines in residential solar as feed-in tariff schemes waned in Austria, Belgium, Czechia, Hungary, Italy, and the Netherlands. But corporate deals for solar power also dropped 41% between the first and second quarters of this year. Over the weekend, meanwhile, the EU signed a major trade deal with the Trump administration, promising to ramp up purchases of liquified natural gas and oil.
Scientists at the University of California at Davis used artificial intelligence to engineer proteins to boost the immune systems of plants, helping the flora fight off bacterial threats. The research, published Monday in the journal Nature Plants, opens the door to new ways of protecting crops such as tomatoes and potatoes from disease. “Bacteria are in an arms race with their plant hosts,” Gitta Coaker, the study’s lead author and a professor in the Department of Plant Pathology, said in a press release.
Half of all Americans are sweating under one right now.
Like a bomb cyclone, a polar vortex, or an atmospheric river, a heat dome is a meteorological phenomenon that feels, well, a little made up. I hadn’t heard the term before I found myself bottled beneath one in the Pacific Northwest in 2021, where I saw leaves and needles brown on living trees. Ultimately, some 1,400 people died from the extreme heat in British Columbia, Washington, and Oregon that summer weekend.
Since that disaster, there have been a number of other high-profile heat dome events in the United States, including this week, over the Midwest and now Eastern and Southeastern parts of the country. On Monday, roughly 150 million people — about half the nation’s population — faced extreme or major heat risks.
“I think the term ‘heat dome’ was used sparingly in the weather forecasting community from 10 to 30 years ago,” AccuWeather senior meteorologist Brett Anderson told me, speaking with 36 years as a forecaster under his belt. “But over the past 10 years, with global warming becoming much more focused in the public eye, we are seeing ‘heat dome’ being used much more frequently,” he went on. “I think it is a catchy term, and it gets the public’s attention.”
Catching the public’s attention is critical. Heat is the deadliest weather hazard in the U.S., killing more people annually than hurricanes, floods, tornadoes, or extreme cold. “There is a misunderstanding of the risk,” Ashley Ward, the director of the Heat Policy Innovation Hub at Duke University, told me. “A lot of people — particularly working age or younger people — don’t feel like they’re at risk when, in fact, they are.”
While it seems likely that the current heat dome won’t be as deadly as the one in 2021 — not least because the Midwest and Southeastern regions of the country have a much higher usage of air conditioning than the Pacific Northwest — the heat in the eastern half of the country is truly extraordinary. Tampa, Florida reached 100 degrees Fahrenheit on Sunday for the first time in its recorded history. Parts of the Midwest last week, where the heat dome formed before gradually moving eastward, hit a heat index of 128 degrees.
Worst of all, though, have been the accompanying record-breaking overnight temperatures, which Ward told me were the most lethal characteristics of a heat dome. “When there are both high daytime temperatures and persistently high overnight temperatures, those are the most dangerous of circumstances,” Ward said.
Although the widespread usage of the term “heat dome” may be relatively new, the phenomenon itself is not. The phrase describes an area of “unusually strong” high pressure situated in the upper atmosphere, which pockets abnormally warm air over a particular region, Anderson, the forecaster, told me. “These heat domes can be very expansive and can linger for days, and even a full week or longer,” he said.
Anderson added that while he hasn’t seen evidence of an increase in the number of heat domes due to climate change, “we may be seeing more extreme and longer-lasting heat domes” due to the warmer atmosphere. A heat dome in Europe this summer, which closed the Eiffel Tower, tipped temperatures over 115 degrees in parts of Spain, and killed an estimated 2,300 people, has been linked to anthropogenic warming. And research has borne out that the temperatures and duration reached in the 2021 Pacific Northwest heat dome would have been “virtually impossible without human-caused climate change.”
The link between climate change and heat domes is now strong enough to form the basis for a major legal case. Multnomah County, the Oregon municipality that includes Portland, filed a lawsuit in 2023 against 24 named defendants, including oil and gas companies ExxonMobil, Shell, and BP, seeking $50 million in damages and $1.5 billion in future damages for the defendants’ alleged role in the deaths from the 2021 heat dome.
“As we learned in this country when we took on Big Tobacco, this is not an easy step or one I take lightly, but I do believe it’s our best way to fight for our community and protect our future,” Multnomah County Chair Jessica Vega Pederson said in a statement at the time. The case is now in jeopardy following moves by the Trump administration to prevent states, counties, and cities from suing fossil fuel companies for climate damages. (The estate of a 65-year-old woman who died in the heat dome filed a similar wrongful death lawsuit in Seattle’s King County Superior Court against Big Oil.)
Given the likelihood of longer and hotter heat dome events, then, it becomes imperative to educate people about how to stay safe. As Ward mentioned, many people who are at risk of extreme heat might not even know it, such as those taking commonly prescribed medications for anxiety, depression, PTSD, diabetes, and high blood pressure, which interfere with the body’s ability to thermoregulate. “Let’s just say recently you started taking high blood pressure medicine,” Ward said. “Every summer prior, you never had a problem working in your garden or doing your lawn work. You might this year.”
Air conditioning, while life-saving, can also stop working for any number of reasons, from a worn out machine part to a widespread grid failure. Vulnerable community members may also face hurdles in accessing reliable AC. There’s a reason the majority of heat-related deaths happen indoors.
People who struggle to manage their energy costs should prioritize cooling a single space, such as a bedroom, and focus on maintaining a cool core temperature during overnight hours, when the body undergoes most of its recovery. Blotting yourself with a wet towel or washcloth and sitting in front of a fan can help during waking hours, as can visiting a traditional cooling center, or even a grocery store or movie theater.
Health providers also have a role to play, Ward stressed. “They know who has chronic underlying health conditions,” she said. “Normalize asking them about their situation with air conditioning. Normalize asking them, ‘Do you feel like you have a safe place to go that’s cool, that you can get out of this heat?’”
For the current heat dome, at least, the end is in sight: Incoming cool air from Canada will drop temperatures by 10 to 20 degrees in cities like Philadelphia and Washington, D.C., with lows potentially in the 30s by midweek in parts of New York. And while there are still hot days ahead for Florida and the rest of the Southeast, the cold front will reach the region by the end of the week.
But even if this ends up being the last heat dome of the summer, it certainly won’t be in our lifetimes. The heat dome has become inescapable.