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The founder of Zero Emissions Northwest talks about furloughing his staff — and about the farmers he serves, who are also paying a price.
As President Donald Trump has thrown funding for a broad swath of energy-related federal programs into disarray, Heatmap has been tracking the tangible impacts. On Friday I got the chance to talk with David Funk, founder and president of Zero Emissions Northwest, who had to furlough his three employees this week after Trump’s executive order “Unleashing American Energy” paused the disbursement of funds from the Inflation Reduction Act and the Bipartisan Infrastructure Law for up to 90 days.
ZEN’s staff — and the rural Pacific northwest farmers and small business owners that it serves — rely on grants from the Department of Agriculture’s Rural Energy for America Program. As Funk explained in a LinkedIn post on Thursday, the organization has secured 67 grants in its 15 months of operation, each one representing a specific renewable energy- or energy efficiency-related project for a rural customer — think solar installations, heat pumps, better refrigeration, or even agricultural spray drones. But Funk told me that the majority of these projects have yet to be completed, and now their future is in question.
“I do think that we are a canary in a coal mine right now, and we are a leading indicator of impacts that are going to be much larger than what we’re seeing with our program and our company,” Funk told me.
I asked Funk about the work ZEN does, the confusion around learning that its funding was affected, and how he and the customers he serves have responded. Our conversation has been edited for length and clarity.
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What led you to start Zero Emissions Northwest?
I’ve been in energy for coming up on two decades, so I’ve got experience in the space. Then the second thing that happened was I married a farmer’s daughter outside of Spokane — so a 10,000-acre wheat farm — and that got me a lot closer to agriculture than I had ever been. And the last thing, about four years ago, I looked at my father in law’s shop and said, there’s got to be a grant for a farmer to put solar on their shop. I found the Rural Energy for America Program, wrote him a grant, successfully won it, and then about six of his neighbors came by and said, “Hey, how’d you get him money? I want money to go and improve my farm.” So then I was the most experienced person in eastern Washington. And the USDA launched a contract called the Technical Assistance contract, which we won in Idaho and Washington. And that's when I quit my job and started ZEN.
In rough numbers, our projects have won about $4 million worth of grant support, and that $4 million worth of grant support is matched by private capital. And then those projects are going to save $20 million over their useful life. So call it $30 million of total investment in rural communities, because the money saved on these farms doesn’t go to anything other than fertilizer for next year’s crop, and seed, wheat, and maintenance and mechanics. All of this gets reinvested in making that farm better or making that business better.
How did you learn that ZEN would be impacted by Trump’s executive order?
We talked to people in the government, and they have repeatedly told us that obligated grants have never been removed. So we were operating on the understanding that once a project is obligated, we can then start working and helping that farmer execute on that project. So Trump takes office, we’re still heads down doing what we’re doing — and we do have this belief that the work that we’re doing is exactly the work that Trump wants to see.
We get paid roughly about four times a year, so basically a quarterly invoice. So we haven’t been paid since October. We submitted an invoice in early January for our normal operating procedures, and the USDA processed that in the first week of the Trump administration, and said, “Cool. They’ve done everything, press pay,” and it didn’t go through. We were told verbally that there were back-end restrictions.
We thought it was all tied to this OMB thing. On Tuesday night, [the OMB memo] was blocked, and then on Wednesday, it was rescinded. And all of that’s happening in real time with everybody in the country — not just us citizens, but employees as well. Bureaucrats going, we’re learning about this by tweet, too! And then on Wednesday, we learned in real time with our partners that [the pause in funding] was actually from an executive order, not from the OMB memo. We made the decision that day to furlough our employees. If this goes for 90 days, it’ll be six months of us not getting paid on our largest source of revenue.
Have the farmers and small businesses that you work with had to halt their in-process projects?
It varies for each project. We have a handful of solar projects that are up, and we’re just waiting on a utility interconnection. So those projects we’re finishing. We’ve got equipment like new washing machines en route to a rural laundromat. That’s going to still happen, because he’s already bought them, but his second invoice is going to become due when those show up on site. So he doesn’t really know what’s going on and how to pause that. But if you haven’t started on your project, we’re advising people to not take on more risk by spending money and [instead] just pausing [their projects].
I know it’s only been a few days, but what efforts have you made thus far to get in touch with the federal government?
I’ve got a long list of people that we’re trying to get in touch with. I’ve told all of our customers — many of whom are in the GOP in eastern Washington and northern Idaho — to call their representatives, as well as if they have Twitter, tweet at Donald Trump. So we’re trying to empower our customers to really advocate for their projects, and that’s our main focus.
I’m sure a majority of our customers voted for Donald Trump and voted for the GOP representatives, and we just want them to really explain how this is damaging their business and their farm.
Given that many of your customers support President Trump, what has their reaction to this funding freeze been like?
Everybody expected that funding would continue. That was the message that we were getting from the USDA — the obligated funds have been obligated, the government has signed a contract. So everybody was surprised about that. But I’ll be honest, their reactions are mixed. Some farmers are furious. They have spent this money. They have taken on a risk. They did so with the expectation that the government would honor their contract. So that’s one category. We have another category of farmer that kind of lumps this into weather — things they can’t control. There’s much more understanding if you did vote for Donald Trump. We have had a farmer say, “Maybe they’ll find some waste and it’ll filter through, and we’ll eventually get paid. We can’t control that, but this might be a good thing for our country.” To which I replied, I want the filter first, not second!
But nobody thinks that their project doesn’t fit this mold of unleashing American energy. Nobody is really doubting that they might eventually get paid, because this is aligned with what everybody wants. We’re helping farmers take control of their costs, generate onsite power, or conserve energy through upgrades that really benefit their bottom line and really improve their own farm. We’re helping them reinvest in themselves through the process. We prioritize Made in America equipment wherever possible. We want to see these tax dollars and these incentives stay in the country. So we’ve actually never had a farmer choose to go with a non-Made in America solar system.
Even if this funding pause ends soon, how do you think about the future of your organization given President Trump’s apparent antipathy toward renewable energy and energy efficiency projects — or at least language that highlights any sustainability-related benefits?
If we’re going to go and apply for more contracts to the USDA, one of my big concerns right now is if we’re talking about [renewable energy and energy efficiency], are we going to get blacklisted from doing the work that we do in rural Washington? We have always been, with our customer base, really focused on finance, cost savings, practicality — and then all of the decarbonization benefits of this stuff is very secondary for all of our projects.
When I named the company, all of those things were also in question, right? I called a farmer and said, “Hi, it’s David Funk from Zero Emissions Northwest.” And they said, “What? You don’t fart?” And he hung up on me. We think about, how are we being viewed by our customers? And with the politicalization of language, are we losing out on a market segment that we could be helping, just because somebody looks at our name and says, well, I’m not gonna work with them? It’s an active discussion always, how we present ourselves on paper.
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On climate migration, trade wars, and a Pineapple Express
Current conditions: More than 4 feet of rain have fallen in Australia’s Queensland state since Saturday, triggering a flooding disaster • Parts of Los Angeles are under an air quality alert due to particle pollution • A large storm system will torment millions of Americans across the Plains and East Coast later this week.
On Saturday evening, President Trump signed orders placing 25% tariffs on all goods imported from Canada and Mexico, and a lower, 10% tariff on Canadian oil, natural gas, uranium, and other energy sources. Trump also imposed a 10% tariff on all goods imported from China. If the tariffs go into effect tomorrow as planned, they will affect nearly half of America’s imports and reshape some of the world’s most important energy and trading relationships. They could shrink the United States’ GDP by 0.4%, while increasing taxes by $830 per household, according to an analysis by the Tax Foundation, a center-right think tank. As Heatmap’s Robinson Meyer has reported, the tariffs will hurt a lot of people and businesses, including:
Climate change will wipe $1.47 trillion off of U.S. home values by 2055, according to a new report from First Street. Extreme weather is causing insurance costs to rise, while also changing the desirability of certain areas. This convergence “suggests there may be fundamental restructuring of home values across the U.S. in the coming decades,” with property values expected to fall across the country. Some statistics from the report:
55 million – Total number of Americans expected to voluntarily relocate to avoid climate risks by 2055.
5.2 million – Americans expected to do so this year.
12.8 million – Americans expected to relocate because of wildfire smoke particulate matter by 2055. Nearly 12 million will move because of flooding, 14.7 million because of extreme heat, and 11 million due to drought.
31% – increase in the cost of homeowners insurance since 2019.
22% – rise in inflation during the same time.
322% – expected increase in Miami’s insurance premiums by 2055. Florida’s premiums have already gone up by 47% in just five years due to intensifying hurricanes.
73% – share of Americans that consider climate risks when buying a home.
4,107 – neighborhoods currently classified as “climate resilient,” with low climate risks and stable insurance rates. These neighborhoods are expected to drive much of the population growth through 2055. However, high-risk areas with rising insurance premiums are also projected to grow until they reach a “tipping point” into population decline.
21,750 – “climate abandonment” neighborhoods that are seeing premiums go up and populations go down. These represent 26% of all neighborhoods.
National average insurance as a percent of mortgage costs. First Street
In case you missed it: Employees with the U.S. Department of Agriculture were ordered to “archive and unpublish” agency web pages that reference climate change, Politicoreported, citing an internal email. Any future mentions of climate change should be documented so they can be reviewed. The move could limit access to information about climate-smart agriculture programs, USDA climate hubs, and wildfire management. It is “reminiscent of moves made during the first Trump administration to remove references to climate change from federal government websites,” Politico noted.
An atmospheric river is bringing large amounts of precipitation to Northern and Central California. The “Pineapple Express” weather pattern – so named because it moves up from the tropical Pacific around Hawaii – could dump a month’s worth of rain on areas including Redding and San Francisco. AccuWeather is forecasting up to 8 inches of rainfall around Redding, where flooding is already underway. This storm will be followed quickly by another burst of moisture farther south toward charred Los Angeles. This might help ease some drought conditions but could also trigger mudslides in areas recently burned in devastating wildfires.
AccuWeather
The American Automobile Association (AAA) is partnering with ChargePoint to give its 60 million members discounts at EV chargers. The announcement is short on details at the moment, but as Jo Borrás at Electreksaid, “when the nation’s largest auto club is talking about EVs, it feels like we’re moving in the right direction.” ChargePoint has more than 30,000 charging stations across the country.
“If a North American trade war persists, it will qualify as one of the dumbest in history.”
–The editorial board of the conservative-learning Wall Street Journal
Don’t ignore what the president says he wants to do, no matter how unwise it seems.
On Saturday evening, President Donald Trump signed orders placing 25% tariffs on all goods imported from Canada and Mexico, and a lower, 10% tariff on Canadian oil, natural gas, uranium, and other energy sources.
Trump also imposed a 10% tariff on all goods imported from China.
The tariffs will go into effect on Tuesday, giving Trump — who revels in proposing tariffs but has shown some reluctance to impose them for real — another 48 hours to maneuver. But if the new tariffs do actually bite, then they will affect nearly half of America’s imports and reshape some of the world’s most important energy and trading relationships.
Every day, millions of barrels of oil and cubic feet of natural gas flow across the U.S., Canada, and Mexico borders. The three countries have developed an integrated and harmonized network of pipelines, storage tanks, and refineries that has helped turn the United States into the world’s No. 1 producer of oil and natural gas.
The tariffs will almost inevitably disrupt that relationship. They may also upset the millions of dollars’ worth of electricity that shuttles from Canada to the United States every day across their shared power grids.
The tariffs will prove economically painful, although just how damaging is hard to know in advance. They could shrink the United States’ GDP by 0.4%, while increasing taxes by $830 per household, according to an analysis by the Tax Foundation, a center-right think tank. Another estimate from the Budget Lab at Yale says that the tariffs could push up the personal consumption expenditures price index — the Fed’s chosen inflation gauge — by 0.75%, reducing the average household’s purchasing power by $1,200 over the course of a year.
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These costs could worsen as Mexico, Canada, and China raise their own tariffs or trade barriers in retaliation. Late on Saturday, Prime Minister Justin Trudeau announced that Canada would impose its own 25% tariffs on CA$155 billion of goods imported from the United States.
The economic hit to the U.S. economy could also be much larger than estimated if some manufacturers respond to higher costs not by hiking prices, but rather by delaying or shutting down production.
We’ve been reporting on the economic impact of these tariffs at Heatmap over the past week, documenting their potential impacts for oil refineries and the electricity grid. But now that the details are here, a few things stand out.
First, the tariffs on China are qualitatively different from the tariffs on our North American neighbors — especially Canada.
Chinese tariffs are not new. Trump engaged China in a trade war during his first term and ultimately reached a handshake agreement, although he has since said that China did not buy enough American agricultural products to keep up its end of the bargain. Some of the tariffs Trump placed on Chinese imports last time — including eye-watering levies on solar panels — remain in effect; the new 10% tariff will be added to those figures.
What did not happen last time was a serious, out-and-out trade war with Canada and Mexico, America’s neighbors and biggest trading partners. Although Trump entertained the possibility of Mexican tariffs during the campaign, he did not propose tariffs on Canadian imports until after his November election.
Second, the tariffs are quantitatively different, too. The president has not yet explained why he has placed higher tariffs on Canada and Mexico, who are our allies, than on China, which is our economic frenemy at best and our geostrategic adversary at worst. During the campaign, Trump sometimes proposed a “universal tariff” of 10% to 20% on all American imported goods, regardless of their country of origin. That proposed universal tariff — which was seen by some analysts as an extreme and unlikely proposal — was at a lower rate than what he is now levying on North American imports.
Third, this trade war has apparently been concocted and planned much more haphazardly than the one during Trump’s first term. Last time, the U.S. was careful to exempt electronics — iPhones, laptops, Xboxes — from its levies, as well as other consumer products. These tariffs do not do so, at least not yet. Nor do they exempt certain minerals that are essential to manufacturing electric vehicle batteries or other high-end electronics. (Bloomberg has reported that as recently as Friday, Tesla was lobbying for an exemption for graphite, a mineral crucial to making EV anodes.)
Finally, what is so striking about these tariffs is how they will be good for almost nobody.
The tariffs will hurt the American oil industry. As I wrote earlier this week, U.S. energy companies have spent tens of billions of dollars on special equipment that can refine the sludgy, sulfurous crude oil extracted in Canada; Canadian companies, in turn, have sold us that crude oil at a discount and built infrastructure so that it can be used by the United States.
The tariffs will hurt oil refineries. The U.S. refines about 18 million barrels of oil a day, but it extracts — even today, around its all-time high — only 13.5 million barrels a day. Most of the difference between what it refines and what it extracts is made up by heavy crude from Canada and Mexico, which blends well with the lighter petroleum produced by U.S. fracking wells. By raising the cost of Canadian and Mexican fuel imports, the cost of all refined products will rise.
The tariffs will hurt anyone who buys gasoline in the Midwest and Mountain West, where Canadian oil plays a much larger role in local markets. They will hurt diesel and jet fuel prices in those regions too.
But the damage will not be limited to the fossil fuel industry.
The tariffs will hurt anyone who uses electricity across the parts of the country, especially the Northeast, that import large amounts of electricity from Canada’s roaring hydroelectric plants.
The tariffs will hurt home builders and construction companies because the United States gets its best building-grade lumber from Canada. That lumber — already made more expensive by a climate change-intensified supply crisis — will now face additional taxes at the border.
The tariffs will hurt anyone who wants to buy or rent a home in the United States because the lack of lumber will worsen the housing shortage and general affordability crisis.
They will hurt automakers, who in the past three decades have constructed sophisticated supply chains spanning North America — a logistical dance that allows a single vehicle’s components and parts to cross the U.S., Canadian, and Mexico borders many times on their way to becoming a final product. They will hurt autoworkers, who depend on that supply chain. They will even hurt car dealerships, who will respond to higher prices by selling less inventory.
If the dollar rises to accommodate the new tariff level, as some White House officials have argued, then the tariffs will hurt all U.S. domestic manufacturers because their products will become more expensive, and therefore less competitive on the global market.
I am not saying, to be clear, that these tariffs are an economic catastrophe. We don’t actually know their economic cost yet — perhaps it will be minimal. But even then, they will still be a stupid waste of money that will help nobody, and which will make the U.S. economy neither more complex nor more secure.
The tariffs are a warning. As recently as last week, Goldman Sachs analysts put the risk of tariffs at only a 20% chance of actually happening. They ignored what Trump had saidhe would do because it struck them as too implausible, too unwise, too patently harmful. Perhaps in the next two days they will be proven right. But Trump has begun to blather about many unwise and harmful ideas — invading Panama (where Secretary of State Marco Rubio is headed right now), annexing Greenland, making Canada (somehow) the 51st state. Many seem even more implausible than these tariffs, and yet Donald Trump says that he wants to do them, too. How much longer can Republican lawmakers and business leaders pretend that he doesn’t mean what he says? The chance of calamity has only just begun.
Through at least 2034, if the state’s largest utility gets approval.
Georgia is arguably the heart of the Inflation Reduction Act economy. The state has been a magnet for manufacturing companies seeking to supply batteries, electric cars, and solar cells in order to capture the law’s generous tax credits for domestically built green technology.
While some of the power that supplies these facilities (not to mention data centers also flocking to the state) is clean — the only new U.S. nuclear reactors built this decade are in Georgia, and 38% of electricity generation for the state’s largest utility, Georgia Power, came from non-carbon-emitting sources in 2024 — the state is now planning to bolster its natural gas and coal fleets to support its enormous projected load growth.
Georgia Power released its 2025 Integrated Resource Plan on Friday, laying out to state regulators its forecasts for electricity demand and how it intends to bolster and adjust its fleet to meet the new usage. These exercises almost always feature eye-popping demand estimates and corrections and addendums to older plans to account for even more electricity growth than had been previously projected.
This time around, Georgia Power says it expects 8,200 megawatts of load growth through the end of 2030, which is already about 2,000 megawatts more than what it expected during its last planning exercise, when it updated its 2022 plan in 2023. To get a sense of the scale of this growth, the new Vogtle nuclear reactors have a little over 1,000 megawatts of capacity each. Together, they took 11 years and over $30 billion to build.
Georgia Power also expects 7% annual growth through the end of 2030, more than double the 3%annual growth through the end of the decade that utility planners expect nationwide.
That new power won’t just be powering data centers. It will also run much of the green economy that the Biden administration tried to build up.
“New and expanding economic development projects in Georgia have progressed more rapidly and on a larger scale than in previous years,” Georgia Power said in its filing. “Growth in emerging industries such as electric transportation (‘ET’), data centers, and solar manufacturing have accelerated since 2021.”
The report also said that by the middle of last year, “the manufacturing sector led in both investment and job creation in Georgia, representing 53% of job growth and 54% of capital investment in the state.”
Hyundai opened a plant making electric SUVs outside of Savannah in 2024, while Kia makes electric SUVs near the Alabama border after making a $200 million investment in the plant. Also last year, the Korean solar company Qcells started making solar panels in Dalton, Georgia and other components in Cartersville; another Korean company, SK Group, has plants in Commerce that make batteries for Volkswagen and Ford. And in the final days of the Biden administration, Rivian got a $6.6 billion Energy Department loan for its planned plant between Atlanta and Athens.
One reason manufacturers come to Georgia is for the power, Tim Echols, the vice-chairman of the Georgia Public Service Commission, argued in an Atlanta Journal Constitution op-ed Thursday: “Southern Co. and Georgia Power have a reputation for reliability,” he wrote.
And for the foreseeable future that Georgia Power plans for, that means some of its most polluting and carbon-emitting power plants will stay open.
The utility said it would continue operating its four-generator Plant Bowen coal facility, two units of which were previously scheduled to retire by 2028, as well as maintaining over 1,000 megawatts of coal-fired capacity at two other plants that had previously been scheduled to shut down at the end of 2028. Georgia Power is asking state regulators to approve operation of the coal plants through at least 2034.
In the update to its previous IRP, Georgia Power extended the life of a coal plant operated by its sister utility Mississippi Power and proposed adding 1.4 gigawatts of generators that could run on natural gas or oil.
Compared to 2022, “the Company now projects capacity needs that necessitate both the extension of existing coal and gas-steam units along with the procurement of new capacity resources,” Georgia Power said in its IRP Friday.
Georgia Power’s parent company, Southern Company, still has a goal of achieving net-zero emissions by 2050, but said in the filling that “the feasibility of continued progress toward a low-carbon future, including a net-zero future, is highly dependent on the continued use of natural gas and continued technological advancements that will facilitate a reliable and economic low-carbon electricity supply.”
The utility also wants to upgrade existing gas-fueled and hydroelectric plants, as well as acquire an additional 1,100 megawatts of new renewables, adding up to 4,000 megawatts of procurements. Georgia Power’s previous update to its 2022 IRP called for the construction of new oil and gas plants, which were approved by regulators last year.
"Georgia Power's 2025 Integrated Resource Plan (IRP) includes adding up to 4,000 megawatts of new renewable energy resources by 2035, including 1,000 MW by 2032, and more than 1,000 miles of new transmission lines. Clean energy resources and transmission solutions are vital to reducing customer costs and maintaining the high level of reliability Georgians have grown accustomed to,” Simon Mahan, executive director of the Southern Renewable Energy Association, said in a statement.