You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
When Joe Biden was still running for reelection to the presidency, he often repeated the line that voters should keep him in the White House to “finish the job.” Though she would be loath to describe her mission that way, that is more or less what Biden’s vice president, Kamala Harris, has proposed since she took on the nomination — or perhaps more precisely, that she will keep doing the job, though the job may never be finished.
Donald Trump, on the other hand, wants to quit the job, burn down the workplace, and steamroll the rubble. At least, that’s how it can appear on some issues, climate change perhaps more than any other. There are few policy areas where this election presents such a stark difference in which path the candidates propose to take.
Let’s begin by considering Harris — a fairly ordinary Democrat when it comes to climate, in that she has committed herself to strong climate action but has not put it at the top of her policy agenda. Her truncated presidential campaign reflected that emphasis, which might have given climate activists some reason to be disappointed if what they were looking for was someone who would place their issue at the center of her campaign. Unlike abortion and economics, climate was absent from Harris’ TV ads and usually mentioned only in passing on the stump.
But by now, most advocates are savvy enough to understand that campaigning and governing are not the same thing. The commitments a president makes during the campaign matter, but structural factors matter more as the policymaking process unfolds. Where is the center of gravity in their party on the issue, and what demands will the party’s coalition make? Who are the personnel staffing key agencies, and what are their priorities? How do existing laws and programs position the administration if there is no new legislation? What other forces are trying to move climate policy in either direction?
Taking all those factors into consideration, the most likely outcome of a Harris presidency is that her administration would maintain the trajectory Joe Biden established (even if there is plenty of room for her to expand on Biden’s climate accomplishments). Subsidies from the Inflation Reduction Act and the Bipartisan Infrastructure Law will keep flowing. More loans will bolster innovative green tech. Many of the Biden administration appointees who currently work on energy and climate will probably stay in their jobs, or at the very least be replaced by officials with a similar outlook.
In other words, while Biden has been the most aggressive president in history on climate change, Harris would come in a close second if she does little more than continue Biden’s policies. And she hasn’t promised much more than that — during the campaign, Harris proposed no new large-scale climate initiatives.
If nothing else, that was realistic, since the prospects for a sweeping new climate bill on the scale of the IRA getting through Congress would be slight. That’s especially true if one or both houses are controlled by Republicans, a distinct possibility no matter who becomes president.
If that president is Donald Trump, on the other hand, and Republicans control Congress, the IRA and other laws that fund climate programs would be under threat. Even if the GOP does have full control, however, it doesn’t mean the entire IRA is headed for repeal. Much of the money from recent climate legislation has gone to districts represented by Republicans, who will resist a wholesale dismantling of the law, and even oil companies support some provisions from a simple desire to minimize regulatory uncertainty.
Nevertheless, a Congress determined to roll back Biden-era climate legislation will have plenty of targets to aim at, and it’s a near certainty that at least some of the provisions in the bills Biden signed would be undone. Trump would almost certainly withdraw again from the Paris climate agreement (Biden recommitted to it after Trump rejected it in his first term), move to increase fossil fuel production on federal land, stymie enforcement of environmental laws, and be a loud and consistent voice for rejecting climate science and increasing emissions.
On the campaign trail, Trump continues to promise that he will “terminate the Green New Scam” and claims that global warming is a myth “because we’re actually cooling.” Increasing domestic fossil fuel production is so important to him that he proclaimed it reason enough, along with border security, for him to become “a dictator” for a day upon taking office. On that first day, he has said, “I want to close the border, and I want to drill, drill, drill.”
But it’s more than the quantity of drilling, especially since America is already producing more oil and gas than any country ever has. Earlier this year, Trump told oil executives they should raise $1 billion for him, which, given the tax and regulatory benefits he plans to bestow on them, would be a bargain. While fossil fuel industry contributions haven’t reached that billion-dollar line, the industry’s help for Trump has been substantial.
In a Trump administration, most of the action would be in federal agencies. As Bloombergrecently reported, climate deniers with ties to Trump are “laying the groundwork to bring back coal-fired power plants, gut science at the Environmental Protection Agency and neuter the modeling used in the federal government’s national climate assessment and other reports” should he win. Though Trump has sought to distance himself from Project 2025, it provides the most detailed elaboration of current Republican thinking on climate policy; among other things, it suggests rolling back green subsidies, shuttering the Department of Energy office distributing loans for clean technology, scaling back regulations meant to limit emissions, and weakening enforcement of environmental laws.
The most critical goal of the project, which Trump embraces wholeheartedly, is to turn thousands of civil servants into political appointees so they can be fired at will and replaced with more loyal cronies. Those who work on climate-related issues, whether scientists or administrators or weather forecasters, would probably be high on the list.
And we can’t ignore a factor that will help shape climate policy no matter who wins: the Supreme Court. When it has been discussed during this campaign, the subject has usually been the 2022 Dobbs decision to overturn Roe v. Wade. But the court’s recent decisions on the legal architecture of government regulation could have an effect just as momentous for climate policy as Dobbs has had on abortion.
In the Loper Bright Enterprises v. Raimondo decision, the court ended “Chevron deference,” essentially seizing for itself the responsibility to guide implementation of laws that had previously rested with federal agencies. The effect on future climate policy will likely be enormous. We are at the front end of a wave of lawsuits by fossil fuel companies and polluters of all kinds looking to the court’s conservative majority to neuter environmental regulations. There’s no telling just how far the conservative majority will go, but there isn’t much reason for optimism in the short run. And the court’s direction could be determined by who gets to make the next couple of appointments; everything from a new liberal majority to a 7-2 or 8-1 conservative supermajority is possible in the coming years.
While neither Kamala Harris nor Donald Trump put climate change at the center of their campaigns, the climate kept intruding, whether in the form of wildfires or heatwaves or hurricanes. Just as those disasters are likely to worsen, the policy fights over climate in the next four years will intensify. When we look back, 2024 may or may not turn out to have been the most important election of our lifetimes. But either way it turns out, the consequences will be profound.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The Loan Programs Office is good for more than just nuclear funding.
That China has a whip hand over the rare earths mining and refining industry is one of the few things Washington can agree on.
That’s why Alex Jacquez, who worked on industrial policy for Joe Biden’s National Economic Council, found it “astounding”when he read in the Washington Post this week that the White House was trying to figure out on the fly what to do about China restricting exports of rare earth metals in response to President Trump’s massive tariffs on the country’s imports.
Rare earth metals have a wide variety of applications, including for magnets in medical technology, defense, and energy productssuch as wind turbines and electric motors.
Jacquez told me there has been “years of work, including by the first Trump administration, that has pointed to this exact case as the worst-case scenario that could happen in an escalation with China.” It stands to reason, then, that experienced policymakers in the Trump administration might have been mindful of forestalling this when developing their tariff plan. But apparently not.
“The lines of attack here are numerous,” Jacquez said. “The fact that the National Economic Council and others are apparently just thinking about this for the first time is pretty shocking.”
And that’s not the only thing the Trump administration is doing that could hamper American access to rare earths and critical minerals.
Though China still effectively controls the global pipeline for most critical minerals (a broader category that includes rare earths as well as more commonly known metals and minerals such as lithium and cobalt), the U.S. has been at work for at least the past five years developing its own domestic supply chain. Much of that work has fallen to the Department of Energy, whose Loan Programs Office has funded mining and processing facilities, and whose Office of Manufacturing and Energy Supply Chains hasfunded and overseen demonstration projects for rare earths and critical minerals mining and refining.
The LPO is in line for dramatic cuts, as Heatmap has reported. So, too, are other departments working on rare earths, including the Office of Manufacturing and Energy Supply Chains. In its zeal to slash the federal government, the Trump administration may have to start from scratch in its efforts to build up a rare earths supply chain.
The Department of Energy did not reply to a request for comment.
This vulnerability to China has been well known in Washington for years, including by the first Trump administration.
“Our dependence on one country, the People's Republic of China (China), for multiple critical minerals is particularly concerning,” then-President Trump said in a 2020 executive order declaring a “national emergency” to deal with “our Nation's undue reliance on critical minerals.” At around the same time, the Loan Programs Office issued guidance “stating a preference for projects related to critical mineral” for applicants for the office’s funding, noting that “80 percent of its rare earth elements directly from China.” Using the Defense Production Act, the Trump administration also issued a grant to the company operating America's sole rare earth mine, MP Materials, to help fund a processing facility at the site of its California mine.
The Biden administration’s work on rare earths and critical minerals was almost entirely consistent with its predecessor’s, just at a greater scale and more focused on energy. About a month after taking office, President Bidenissued an executive order calling for, among other things, a Defense Department report “identifying risks in the supply chain for critical minerals and other identified strategic materials, including rare earth elements.”
Then as part of the Inflation Reduction Act in 2022, the Biden administration increased funding for LPO, which supported a number of critical minerals projects. It also funneled more money into MP Materials — including a $35 million contract from the Department of Defense in 2022 for the California project. In 2024, it awarded the company a competitive tax credit worth $58.5 million to help finance construction of its neodymium-iron-boron magnet factory in Texas. That facilitybegan commercial operation earlier this year.
The finished magnets will be bought by General Motors for its electric vehicles. But even operating at full capacity, it won’t be able to do much to replace China’s production. The MP Metals facility is projected to produce 1,000 tons of the magnets per year.China produced 138,000 tons of NdFeB magnets in 2018.
The Trump administration is not averse to direct financial support for mining and minerals projects, but they seem to want to do it a different way. Secretary of the Interior Doug Burgum has proposed using a sovereign wealth fund to invest in critical mineral mines. There is one big problem with that plan, however: the U.S. doesn’t have one (for the moment, at least).
“LPO can invest in mining projects now,” Jacquez told me. “Cutting 60% of their staff and the experts who work on this is not going to give certainty to the business community if they’re looking to invest in a mine that needs some government backstop.”
And while the fate of the Inflation Reduction Act remains very much in doubt, the subsidies it provided for electric vehicles, solar, and wind, along with domestic content requirements have been a major source of demand for critical minerals mining and refining projects in the United States.
“It’s not something we’re going to solve overnight,” Jacquez said. “But in the midst of a maximalist trade with China, it is something we will have to deal with on an overnight basis, unless and until there’s some kind of de-escalation or agreement.”
A conversation with VDE Americas CEO Brian Grenko.
This week’s Q&A is about hail. Last week, we explained how and why hail storm damage in Texas may have helped galvanize opposition to renewable energy there. So I decided to reach out to Brian Grenko, CEO of renewables engineering advisory firm VDE Americas, to talk about how developers can make sure their projects are not only resistant to hail but also prevent that sort of pushback.
The following conversation has been lightly edited for clarity.
Hiya Brian. So why’d you get into the hail issue?
Obviously solar panels are made with glass that can allow the sunlight to come through. People have to remember that when you install a project, you’re financing it for 35 to 40 years. While the odds of you getting significant hail in California or Arizona are low, it happens a lot throughout the country. And if you think about some of these large projects, they may be in the middle of nowhere, but they are taking hundreds if not thousands of acres of land in some cases. So the chances of them encountering large hail over that lifespan is pretty significant.
We partnered with one of the country’s foremost experts on hail and developed a really interesting technology that can digest radar data and tell folks if they’re developing a project what the [likelihood] will be if there’s significant hail.
Solar panels can withstand one-inch hail – a golfball size – but once you get over two inches, that’s when hail starts breaking solar panels. So it’s important to understand, first and foremost, if you’re developing a project, you need to know the frequency of those events. Once you know that, you need to start thinking about how to design a system to mitigate that risk.
The government agencies that look over land use, how do they handle this particular issue? Are there regulations in place to deal with hail risk?
The regulatory aspects still to consider are about land use. There are authorities with jurisdiction at the federal, state, and local level. Usually, it starts with the local level and with a use permit – a conditional use permit. The developer goes in front of the township or the city or the county, whoever has jurisdiction of wherever the property is going to go. That’s where it gets political.
To answer your question about hail, I don’t know if any of the [authority having jurisdictions] really care about hail. There are folks out there that don’t like solar because it’s an eyesore. I respect that – I don’t agree with that, per se, but I understand and appreciate it. There’s folks with an agenda that just don’t want solar.
So okay, how can developers approach hail risk in a way that makes communities more comfortable?
The bad news is that solar panels use a lot of glass. They take up a lot of land. If you have hail dropping from the sky, that’s a risk.
The good news is that you can design a system to be resilient to that. Even in places like Texas, where you get large hail, preparing can mean the difference between a project that is destroyed and a project that isn’t. We did a case study about a project in the East Texas area called Fighting Jays that had catastrophic damage. We’re very familiar with the area, we work with a lot of clients, and we found three other projects within a five-mile radius that all had minimal damage. That simple decision [to be ready for when storms hit] can make the complete difference.
And more of the week’s big fights around renewable energy.
1. Long Island, New York – We saw the face of the resistance to the war on renewable energy in the Big Apple this week, as protestors rallied in support of offshore wind for a change.
2. Elsewhere on Long Island – The city of Glen Cove is on the verge of being the next New York City-area community with a battery storage ban, discussing this week whether to ban BESS for at least one year amid fire fears.
3. Garrett County, Maryland – Fight readers tell me they’d like to hear a piece of good news for once, so here’s this: A 300-megawatt solar project proposed by REV Solar in rural Maryland appears to be moving forward without a hitch.
4. Stark County, Ohio – The Ohio Public Siting Board rejected Samsung C&T’s Stark Solar project, citing “consistent opposition to the project from each of the local government entities and their impacted constituents.”
5. Ingham County, Michigan – GOP lawmakers in the Michigan State Capitol are advancing legislation to undo the state’s permitting primacy law, which allows developers to evade municipalities that deny projects on unreasonable grounds. It’s unlikely the legislation will become law.
6. Churchill County, Nevada – Commissioners have upheld the special use permit for the Redwood Materials battery storage project we told you about last week.