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A peek inside the playbooks of four climate advocacy orgs.
A new Trump administration’s climate agenda will be much the same as the old one.
Project 2025, the 920-page instruction manual for an incoming Republican administration from the conservative Heritage Foundation, calls for eliminating the Department of Energy’s Office of Energy Efficiency and Renewable Energy, its Loan Programs Office, and the Advanced Research Projects Agency-Energy (ARPA-E) — and so did its 2017 equivalent. Every Trump budget included cuts to these programs. The Trump administration rewrote emissions standards, attempted to prevent states from enforcing more stringent guidance, and reduced the social cost of carbon. Project 2025 outlines most of these same changes and more.
Environmental and climate-focused groups played a key role in fighting those climate policies last time around. Along with state attorneys general, these groups filed lawsuits against regulatory changes and worked with business groups to build support for federal action on climate. The game plan, say people working for some of those same climate advocacy groups today, would be much the same for round two.
At the same time, though, the political questions have grown more complex, even for programs once considered ideologically neutral. If Republicans control one or both houses of Congress, in addition to the White House, how will climate advocates convince Republican lawmakers even to preserve existing law, let alone continue advancing a decarbonization agenda?
After talking with four different climate-focused groups — the Sierra Club, Evergreen Action, Third Way, and the Energy Futures Initiative Foundation, each of which has a different approach to clean energy advocacy — I was left with four takeaways for how they’ll attempt to handle a second Trump administration.
No organization I contacted provided a specific plan for a second Trump administration. But Sierra Club, Evergreen, and Third Way all said they’re working on dual tracks, charting a course to continue supporting the Biden administration’s climate policy both now, as the administration scrambles to finalize regulations, and under a potential second term from either Biden or Trump.
“There’s certainly planning going on amongst enviros, as there always is around these times, of what the next four years could look like,” both for a Biden and for a Trump presidency, Patrick Drupp, Sierra Club's director of climate policy, told me. “We should be prepared that every single thing we liked and praised in [the Biden] administration would come under fire” in the event of a Trump victory, he added.
A second Trump administration would, for instance, almost certainly attempt to scale back new rules on soot pollution, mercury and air toxics standards at power plants, and the recently tightened limits on tailpipe emissions, Drupp said — effectively “anything at EPA.”
Drupp’s team is working to game out what policies and rollbacks might come first. If and when they happen, the Sierra Club will swing into action to explain “what it means when you roll back these regulations,” he said. “They have important real-life consequences for folks.” Sierra Cub also has a whole legal team separate from Drupp’s policy shop, and he said his colleagues would very likely sue to block efforts like these, as well.
Evergreen will make its case against Trump — i.e. “explain why bad ideas are bad,” as Craig Segall, vice president at Evergreen Action, a climate policy and advocacy offshoot of Jay Inslee’s 2020 presidential campaign, put it to me.
“This is an election that matters on geologic timescales,” Segall said. “It’s our job to put forward that case — and also to talk about how the Biden administration and the states can and should do better in a second term.” Segall pointed to Michigan’s new clean energy standard as an example of aggressive state policy that would be difficult for a Trump administration to undermine. And he highlighted Georgia as a state less ideologically interested in climate change but still benefiting from clean power investment.
Then there’s the Inflation Reduction Act. Project 2025’s chapter on the Department of Energy lists repealing IRA as its first specific policy goal. While the IRA has helped drive the largest buildout of clean energy in American history, as of 2023, most Americans hadn’t heard of it, according to a Heatmap poll.
Without the IRA, growth in renewables would continue, Ryan Fitzpatrick, Third Way’s senior director of domestic policy for climate and energy, told me. But it wouldn’t continue at the same pace, putting the U.S. behind on emissions reductions targets and limiting its ability to keep up in a global competition to manufacture clean energy technology.
The IRA’s success — and survival — could depend on the extent to which Republican lawmakers are willing to quietly embrace it, as Emily Pontecorvo pointed out last summer. With significant investments flowing to the Republican-led Battery Belt states, one line of argument would posit that red state politicians have incentives to protect economic activity in their district.
Members of Congress might be enthusiastic about budget cuts in the abstract, but when those budget cuts come to their districts, those members lose interest, argued David Ellis, a senior vice president of policy and outreach at the Energy Futures Initiative Foundation. Given how much the uptake of IRA’s tax credits has outpaced initial projections, Ellis described it as among the most immediately impactful pieces of legislation passed in recent memory. That will make it “very hard to undo,” he said.
There are reasons to think that line of reasoning might not hold up — a University of Texas at Austin study showed that Texas state senators with renewable energy investment in their districts were no more likely to support pro-renewables policy than senators without. Republicans will likely try to overturn the IRA regardless of the political implications, Drupp said. “How long did it take before Republicans stopped trying to overturn Obamacare?” he said. “I think it's similar.”
It took until 2017, seven years after President Obama signed the Affordable Care Act into law, for that legislation to achieve majority approval in tracking polls. That uptick in sentiment came as Congress very nearly repealed the law, before a handful of Republican senators famously squashed those efforts.
But the ACA wasn’t just popular because Republicans were trying to repeal it. Its approval ratings also came from the fact that Americans were feeling the impact of the law, Sarah Kliff and Dylan Scott argued for Vox in 2017.
The analogy between the IRA and the ACA is imperfect, Fitzpatrick said. Still, it underscores the basic political principle at play. If more Americans can understand the benefits the IRA offers them, they’ll be more hesitant to overturn it.
“For that comparison to hold, the average American person, family, business owner has to be able to see a real impact on the things they care most about,” Fitzpatrick said. If Americans can understand the pocketbook and energy reliability impacts of the IRA in addition to its impact on climate, that could put it off-limits.
Third Way is trying to emphasize to Democrats that they, in turn, need to emphasize the benefits of the IRA when they talk to voters. “We also need to make sure that advocates, people who are influential in communities across the country, understand not just that this isn't just a lefty priority,” Fiztpatrick said, noting Third Way’s work with educational organizations aimed at grassroots audiences. “This isn't just about climate change. There are benefits that are reaching them in their communities.”
Along with labor groups, business will also prove to be another key constituency in any fight over the IRA, Segall told me. IRA repeal is “clearly a high priority” for some conservative lawmakers — but “there are now billion-dollar industries that are correctly reckoning they have to decarbonize to stay competitive,” he said. Nissan and General Motors, for instance, told the Financial Times that the end of the IRA might spell trouble for their American electric vehicle businesses.
The president cannot unilaterally eliminate either a department or a Congressionally authorized office within a department. But Congress can.
Republicans controlled at least one house of Congress for all four years of the Trump administration, and yet proposed cuts to EERE, ARPA-E, and other climate-focused offices in the Department of Energy never came to fruition. In 2017, six Senate Republicans — including Sen. Lindsey Graham and former Sen. Lamar Alexander, then chair of the Senate appropriations subcommittee for DOE — wrote a letter to express their support for the programs.
“Energy investment across the board came out of the first Trump administration, if not unscathed, certainly less damaged than other parts of the government,” Ellis said.
Next time around, Project 2025 calls for eliminating the DOE’s Office of Clean Energy Demonstrations, its Office of State and Community Energy Programs, ARPA-E, the Office of Grid Deployment, and its loan program, and EERE. But just because things didn’t go according to plan last time doesn’t mean those programs are safe.
Ellis told me that Congressional Republicans are now much more beholden to the Trump platform than they were in 2017. “The early signs are not good that a Republican Congress would do anything to restrain Donald Trump, given the fact that they're falling in lockstep behind him,” he said. That leaves the offices that have served as incubators and provided funding for nascent clean energy technologies and projects more vulnerable than before.
Sen. Alexander retired in 2021. The new ranking Republican on the subcommittee that handles DOE appropriations is Louisiana Sen. John Kennedy, who has criticized the Biden administration’s energy policy but has not called loudly for cuts.
Fitzpatrick said he’s hopeful that a bipartisan group of lawmakers will step in to prevent anything drastic — but he noted that could be more challenging given what he described as the “ideological bent” Trump has projected onto research and development funding for energy, which had previously enjoyed consistent bipartisan support. One example: The Energy Act of 2020, which Ellis described as a “smorgasboard of bipartisan energy innovation efforts,” which passed under Trump.
Third Way, he noted, will look to educate a wide range of policymakers — key appropriators included — on the benefits of various DOE programs.
Even if Congress holds budgets relatively stable, a Trump DOE will have bureaucratic levers to pull to slow the work, both Fitzpatrick and Drupp said. That could mean allowing workforce attrition, sitting on reports, gumming up the process of offshore wind approvals, rubber-stamping new fossil fuel infrastructure, failing to conduct research directed by appropriations, or slowing the pace of loans.
A Trump administration could also wipe out hallmark Biden policies by executive order, such as the Justice40 initiative to bring 40% of the benefits of federal climate and clean energy investments to disadvantaged communities, Ellis added. (Project 2025 does not call for its elimination, but calls it an “innocuous”-sounding program that runs the risk of politicizing energy.)
Project 2025 lays out a long list of changes for the Environmental Protection Agency: Pausing any research contract worth over $100,000, closing the Office of Environmental Justice and External Civil Rights, preventing California from enforcing emissions restrictions on greenhouse gasses, and making it easier for the agency to approve pesticides.
Many more regulations — surrounding ozone and particulate pollution, mercury and air toxin pollution, heavy duty truck emission standards — could be rolled back or changed, said Drupp.
“It becomes hard when everything you love and care about is under attack,” he told me. “How do you prioritize that?” Collaboration will prove critical, Drupp noted — different organizations will attempt to figure out how best to allocate their resources.
During the first Trump administration, the “big greens,” community groups, and dozens of states filed lawsuits that helped stifle regulatory changes, Segall pointed out. The length of the regulatory process will extend the time horizon of any possible regulatory change. Although the Trump administration announced its intent to repeal the Clean Power Plan in 2017, it failed to unveil a new plan before 2019. That plan, in turn, remained tied up in court until one day before Joe Biden’s inauguration.
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Defenders of the Inflation Reduction Act have hit on what they hope will be a persuasive argument for why it should stay.
With the fate of the Inflation Reduction Act and its tax credits for building and producing clean energy hanging in the balance, the law’s supporters have increasingly turned to dollars-and-cents arguments in favor of its preservation. Since the election, industry and research groups have put out a handful of reports making the broad argument that in addition to higher greenhouse gas emissions, taking away these tax credits would mean higher electricity bills.
The American Clean Power Association put out a report in December, authored by the consulting firm ICF, arguing that “energy tax credits will drive $1.9 trillion in growth, creating 13.7 million jobs and delivering 4x return on investment.”
The Solar Energy Industries Association followed that up last month with a letter citing an analysis by Aurora Energy Research, which found that undoing the tax credits for wind, solar, and storage would reduce clean energy deployment by 237 gigawatts through 2040 and cost nearly 100,000 jobs, all while raising bills by hundreds of dollars in Texas and New York. (Other groups, including the conservative environmental group ConservAmerica and the Clean Energy Buyers Association have commissioned similar research and come up with similar results.)
And just this week, Energy Innovation, a clean energy research group that had previously published widely cited research arguing that clean energy deployment was not linked to the run-up in retail electricity prices, published a report that found repealing the Inflation Reduction Act would “increase cumulative household energy costs by $32 billion” over the next decade, among other economic impacts.
The tax credits “make clean energy even more economic than it already is, particularly for developers,” explained Energy Innovation senior director Robbie Orvis. “When you add more of those technologies, you bring down the electricity cost significantly,” he said.
Historically, the price of fossil fuels like natural gas and coal have set the wholesale price for electricity. With renewables, however, the operating costs associated with procuring those fuels go away. The fewer of those you have, “the lower the price drops,” Orvis said. Without the tax credits to support the growth and deployment of renewables, the analysis found that annual energy costs per U.S. household would go up some $48 annually by 2030, and $68 by 2035.
These arguments come at a time when retail electricity prices in much of the country have grown substantially. Since December 2019, average retail electricity prices have risen from about $0.13 per kilowatt-hour to almost $0.18, according to the Bureau of Labor Statistics. In Massachusetts and California, rates are over $0.30 a kilowatt-hour, according to the Energy Information Administration. As Energy Innovation researchers have pointed out, states with higher renewable penetration sometimes have higher rates, including California, but often do not, as in South Dakota, where 77% of its electricity comes from renewables.
Retail electricity prices are not solely determined by fuel costs Distribution costs for maintaining the whole electrical system are also a factor. In California, for example,it’s these costs that have driven a spike in rates, as utilities have had to harden their grids against wildfires. Across the whole country, utilities have had to ramp up capital investment in grid equipment as it’s aged, driving up distribution costs, a 2024 Energy Innovation report argued.
A similar analysis by Aurora Energy Research (the one cited by SEIA) that just looked at investment and production tax credits for wind, solar, and batteries found that if they were removed, electricity bills would increase hundreds of dollars per year on average, and by as much as $40 per month in New York and $29 per month in Texas.
One reason the bill impact could be so high, Aurora’s Martin Anderson told me, is that states with aggressive goals for decarbonizing the electricity sector would still have to procure clean energy in a world where its deployment would have gotten more expensive. New York is targetinga target for getting 70% of its electricity from renewable sources by 2030, while Minnesota has a goal for its utilities to sell 55% clean electricity by 2035 and could see its average cost increase by $22 a month. Some of these states may have to resort to purchasing renewable energy certificates to make up the difference as new generation projects in the state become less attractive.
Bills in Texas, on the other hand, would likely go up because wind and solar investment would slow down, meaning that Texans’ large-scale energy consumption would be increasingly met with fossil fuels (Texas has a Renewable Portfolio Standard that it has long since surpassed).
This emphasis from industry and advocacy groups on the dollars and cents of clean energy policy is hardly new — when the House of Representatives passed the (doomed) Waxman-Markey cap and trade bill in 2009, then-Speaker of the House Nancy Pelosi told the House, “Remember these four words for what this legislation means: jobs, jobs, jobs, and jobs.”
More recently, when Democratic Senators Martin Heinrich and Tim Kaine hosted a press conference to press their case for preserving the Inflation Reduction Act, the email that landed in reporters’ inboxes read “Heinrich, Kaine Host Press Conference on Trump’s War on Affordable, American-Made Energy.”
“Trump’s war on the Inflation Reduction Act will kill American jobs, raise costs on families, weaken our economic competitiveness, and erode American global energy dominance,” Heinrich told me in an emailed statement. “Trump should end his destructive crusade on affordable energy and start putting the interests of working people first.”
That the impacts and benefits of the IRA are spread between blue and red states speaks to the political calculation of clean energy proponents, hoping that a bill that subsidized solar panels in Texas, battery factories in Georgia, and battery storage in Southern California could bring about a bipartisan alliance to keep it alive. While Congressional Republicans will be scouring the budget for every last dollar to help fund an extension of the 2017 Tax Cuts and Jobs Act, a group of House Republicans have gone on the record in defense of the IRA’s tax credits.
“There's been so much research on the emissions impact of the IRA over the past few years, but there's been comparatively less research on the economic benefits and the household energy benefits,” Orvis said. “And I think that one thing that's become evident in the last year or so is that household energy costs — inflation, fossil fuel prices — those do seem to be more top of mind for Americans.”
Opinion modeling from Heatmap Pro shows that lower utility bills is the number one perceived benefit of renewables in much of the country. The only counties where it isn’t the number one perceived benefit are known for being extremely wealthy, extremely crunchy, or both: Boulder and Denver in Colorado; Multnomah (a.k.a. Portland) in Oregon; Arlington in Virginia; and Chittenden in Vermont.
On environmental justice grants, melting glaciers, and Amazon’s carbon credits
Current conditions: Severe thunderstorms are expected across the Mississippi Valley this weekend • Storm Martinho pushed Portugal’s wind power generation to “historic maximums” • It’s 62 degrees Fahrenheit, cloudy, and very quiet at Heathrow Airport outside London, where a large fire at an electricity substation forced the international travel hub to close.
President Trump invoked emergency powers Thursday to expand production of critical minerals and reduce the nation’s reliance on other countries. The executive order relies on the Defense Production Act, which “grants the president powers to ensure the nation’s defense by expanding and expediting the supply of materials and services from the domestic industrial base.”
Former President Biden invoked the act several times during his term, once to accelerate domestic clean energy production, and another time to boost mining and critical minerals for the nation’s large-capacity battery supply chain. Trump’s order calls for identifying “priority projects” for which permits can be expedited, and directs the Department of the Interior to prioritize mineral production and mining as the “primary land uses” of federal lands that are known to contain minerals.
Critical minerals are used in all kinds of clean tech, including solar panels, EV batteries, and wind turbines. Trump’s executive order doesn’t mention these technologies, but says “transportation, infrastructure, defense capabilities, and the next generation of technology rely upon a secure, predictable, and affordable supply of minerals.”
Anonymous current and former staffers at the Environmental Protection Agency have penned an open letter to the American people, slamming the Trump administration’s attacks on climate grants awarded to nonprofits under the Inflation Reduction Act’s Greenhouse Gas Reduction Fund. The letter, published in Environmental Health News, focuses mostly on the grants that were supposed to go toward environmental justice programs, but have since been frozen under the current administration. For example, Climate United was awarded nearly $7 billion to finance clean energy projects in rural, Tribal, and low-income communities.
“It is a waste of taxpayer dollars for the U.S. government to cancel its agreements with grantees and contractors,” the letter states. “It is fraud for the U.S. government to delay payments for services already received. And it is an abuse of power for the Trump administration to block the IRA laws that were mandated by Congress.”
The lives of 2 billion people, or about a quarter of the human population, are threatened by melting glaciers due to climate change. That’s according to UNESCO’s new World Water Development Report, released to correspond with the UN’s first World Day for Glaciers. “As the world warms, glaciers are melting faster than ever, making the water cycle more unpredictable and extreme,” the report says. “And because of glacial retreat, floods, droughts, landslides, and sea-level rise are intensifying, with devastating consequences for people and nature.” Some key stats about the state of the world’s glaciers:
In case you missed it: Amazon has started selling “high-integrity science-based carbon credits” to its suppliers and business customers, as well as companies that have committed to being net-zero by 2040 in line with Amazon’s Climate Pledge, to help them offset their greenhouse gas emissions.
“The voluntary carbon market has been challenged with issues of transparency, credibility, and the availability of high-quality carbon credits, which has led to skepticism about nature and technological carbon removal as an effective tool to combat climate change,” said Kara Hurst, chief sustainability officer at Amazon. “However, the science is clear: We must halt and reverse deforestation and restore millions of miles of forests to slow the worst effects of climate change. We’re using our size and high vetting standards to help promote additional investments in nature, and we are excited to share this new opportunity with companies who are also committed to the difficult work of decarbonizing their operations.”
The Bureau of Land Management is close to approving the environmental review for a transmission line that would connect to BluEarth Renewables’ Lucky Star wind project, Heatmap’s Jael Holzman reports in The Fight. “This is a huge deal,” she says. “For the last two months it has seemed like nothing wind-related could be approved by the Trump administration. But that may be about to change.”
BLM sent local officials an email March 6 with a draft environmental assessment for the transmission line, which is required for the federal government to approve its right-of-way under the National Environmental Policy Act. According to the draft, the entirety of the wind project is sited on private property and “no longer will require access to BLM-administered land.”
The email suggests this draft environmental assessment may soon be available for public comment. BLM’s web page for the transmission line now states an approval granting right-of-way may come as soon as May. BLM last week did something similar with a transmission line that would go to a solar project proposed entirely on private lands. Holzman wonders: “Could private lands become the workaround du jour under Trump?”
Saudi Aramco, the world’s largest oil producer, this week launched a pilot direct air capture unit capable of removing 12 tons of carbon dioxide per year. In 2023 alone, the company’s Scope 1 and Scope 2 emissions totalled 72.6 million metric tons of carbon dioxide equivalent.
If you live in Illinois or Massachusetts, you may yet get your robust electric vehicle infrastructure.
Robust incentive programs to build out electric vehicle charging stations are alive and well — in Illinois, at least. ComEd, a utility provider for the Chicago area, is pushing forward with $100 million worth of rebates to spur the installation of EV chargers in homes, businesses, and public locations around the Windy City. The program follows up a similar $87 million investment a year ago.
Federal dollars, once the most visible source of financial incentives for EVs and EV infrastructure, are critically endangered. Automakers and EV shoppers fear the Trump administration will attack tax credits for purchasing or leasing EVs. Executive orders have already suspended the $5 billion National Electric Vehicle Infrastructure Formula Program, a.k.a. NEVI, which was set up to funnel money to states to build chargers along heavily trafficked corridors. With federal support frozen, it’s increasingly up to the automakers, utilities, and the states — the ones with EV-friendly regimes, at least — to pick up the slack.
Illinois’ investment has been four years in the making. In 2021, the state established an initiative to have a million EVs on its roads by 2030, and ComEd’s new program is a direct outgrowth. The new $100 million investment includes $53 million in rebates for business and public sector EV fleet purchases, $38 million for upgrades necessary to install public and private Level 2 and Level 3 chargers, stations for non-residential customers, and $9 million to residential customers who buy and install home chargers, with rebates of up to $3,750 per charger.
Massachusetts passed similar, sweeping legislation last November. Its bill was aimed to “accelerate clean energy development, improve energy affordability, create an equitable infrastructure siting process, allow for multistate clean energy procurements, promote non-gas heating, expand access to electric vehicles and create jobs and support workers throughout the energy transition.” Amid that list of hifalutin ambition, the state included something interesting and forward-looking: a pilot program of 100 bidirectional chargers meant to demonstrate the power of vehicle-to-grid, vehicle-to-home, and other two-way charging integrations that could help make the grid of the future more resilient.
Many states, blue ones especially, have had EV charging rebates in places for years. Now, with evaporating federal funding for EVs, they have to take over as the primary benefactor for businesses and residents looking to electrify, as well as a financial level to help states reach their public targets for electrification.
Illinois, for example, saw nearly 29,000 more EVs added to its roads in 2024 than 2023, but that growth rate was actually slower than the previous year, which mirrors the national narrative of EV sales continuing to grow, but more slowly than before. In the time of hostile federal government, the state’s goal of jumping from about 130,000 EVs now to a million in 2030 may be out of reach. But making it more affordable for residents and small businesses to take the leap should send the numbers in the right direction, as will a state-backed attempt to create more public EV chargers.
The private sector is trying to juice charger expansion, too. Federal funding or not, the car companies need a robust nationwide charging network to boost public confidence as they roll out more electric offerings. Ionna — the charging station partnership funded by the likes of Hyundai, BMW, General Motors, Honda, Kia, Mercedes-Benz, Stellantis, and Toyota — is opening new chargers at Sheetz gas stations. It promises to open 1,000 new charging bays this year and 30,000 by 2030.
Hyundai, being the number two EV company in America behind much-maligned Tesla, has plenty at stake with this and similar ventures. No surprise, then, that its spokesperson told Automotive Dive that Ionna doesn’t rely on federal dollars and will press on regardless of what happens in Washington. Regardless of the prevailing winds in D.C., Hyundai/Kia is motivated to support a growing national network to boost the sales of models on the market like the Hyundai Ioniq5 and Kia EV6, as well as the company’s many new EVs in the pipeline. They’re not alone. Mercedes-Benz, for example, is building a small supply of branded high-power charging stations so its EV drivers can refill their batteries in Mercedes luxury.
The fate of the federal NEVI dollars is still up in the air. The clearinghouse on this funding shows a state-by-state patchwork. More than a dozen states have some NEVI-funded chargers operational, but a few have gotten no further than having their plans for fiscal year 2024 approved. Only Rhode Island has fully built out its planned network. It’s possible that monies already allocated will go out, despite the administration’s attempt to kill the program.
In the meantime, Tesla’s Supercharger network is still king of the hill, and with a growing number of its stations now open to EVs from other brands (and a growing number of brands building their new EVs with the Tesla NACS charging port), Superchargers will be the most convenient option for lots of electric drivers on road trips. Unless the alternatives can become far more widespread and reliable, that is.
The increasing state and private focus on building chargers is good for all EV drivers, starting with those who haven’t gone in on an electric car yet and are still worried about range or charger wait times on the road to their destination. It is also, by the way, good news for the growing number of EV folks looking to avoid Elon Musk at all cost.