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A new climate report says we must phase out fossil fuels — and ramp up CDR.

COP is always awash in new policy reports and scientific studies. It can be hard to figure out which are the most important. So I want to draw your attention to a particularly interesting report that came out in Dubai over the weekend. On Sunday, a consortium of climate science groups released this year’s "10 New Insights in Climate Science," a synopsis of the most recent climate research.
The report was written at the invitation of the UN Framework Convention on Climate Change, and it’s meant to keep negotiators up to date on climate science in between major reports from the larger Intergovernmental Panel on Climate Change. (Some IPCC authors also work on the "10 New Insights" report.) But it does something interesting that I want to highlight. Here were its top three insights:
A. Overshooting 1.5 degrees Celsius [of global temperature rise] is fast becoming inevitable. Minimizing the magnitude and duration of overshoot is essential.
B. A rapid and managed fossil fuel phase-out is required to stay within the Paris Agreement target range.
C. Robust policies are critical to attain the scale needed for effective carbon dioxide removal (CDR).
The big news here, of course, is the continued message that we are on track to rapidly exceed 1.5 degrees Celsius of temperature rise, the level at which climate change will become especially disastrous. And probably the second biggest news is how the report — which was written before this week — appears to directly contradict recently surfaced remarks from Sultan Al-Jaber, the president of this COP and the head of the U.A.E.’s national oil company. In a video from November 21 first reported by The Guardian, Al-Jaber said that there was “no science out there, or no scenario out there” to support the idea that fossil fuels must be phased out to stay within the 1.5 degree Celsius limit.
While Al-Jaber denied saying those remarks this morning, the remarks have been a huge deal at COP for the past few days, as they drive at the tension of an oil executive leading an international climate conference.
But I wanted to focus on one more aspect of the report: its endorsement of carbon dioxide removal. The report says steadfastly that carbon dioxide removal is essential to meeting our climate goals, and that we need to invest more in CDR technologies to scale them up fast enough. But it pairs that insight with the idea that we also need to phase out fossil fuels.
Instead of treating carbon dioxide removal as a tissue to cover up emissions — which is the role it can sometimes play in public discussions — it pairs it with the need to phase out fossil fuels.
I asked Oliver Geden, an author of the new report and the head of climate research at the German Institute for International and Security Affairs, about that pairing — and about whether mentioning CDR at all would seem to apologize for future fossil-fuel emissions. Here’s what he told me:
“The report directly says that CDR can only be seen as a complement to emissions reductions, not as a substitute to emissions reductions. Of course in the general climate debate, it often appears that proponents of some continued fossil fuel use then evoke CDR. But if you look at the IPCC scenarios, and then you look at national net-zero emissions scenarios, it usually comes only on top — counterbalancing a net-zero pathway, often on hard-to-abate residual emissions from industrialized sectors.”
I think this pairing — a phaseout of fossil fuels and a get-serious moment about CDR — is promising.
In non-COP news, it’s now official: More than 1 million electric cars and light-duty trucks were sold this year in the United States, the largest number ever.
This is Robinson Meyer’s fourth dispatch from Dubai, where he is attending COP28. Read the first here, the second here, and the third here. You can also sign up to receive the next one in your inbox with Heatmap Daily:
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Mikie Sherrill used her inaugural address to sign two executive orders on energy.
Mikie Sherill, a former Navy helicopter pilot, was best known during her tenure in the House of Representatives as a prominent Democratic voice on national security issues. But by the time she ran for governor of New Jersey, utility bills were spiking up to 20% in the state, putting energy at the top of her campaign agenda. Sherrill’s oft-repeated promise to freeze electricity rates took what could have been a vulnerability and turned it into an electoral advantage.
“I hope, New Jersey, you'll remember me when you open up your electric bill and it hasn't gone up by 20%,” Sherrill said Tuesday in her inauguration address.
Before she even finished her speech, Sherrill signed a series of executive orders aimed at constraining utility costs and expanding energy production in the state. One was her promised emergency declaration giving utility regulators the authority to freeze rate hikes. Another was aimed at fostering new generation, ordering the New Jersey Board of Public Utilities “to open solicitations for new solar and storage power generation, to modernize gas and nuclear generation so we can lower utility costs over the long term.”
Now all that’s left is the follow-through. But with strict deadlines to claim tax credits for renewable energy development looming, that will be trickier than it sounds.
The One Big Beautiful Bill Act from last summer put strict deadlines on when wind and solar projects must start construction (July 2026), or else be placed in service (the end of 2027) in order to qualify for the remaining federal clean energy tax credits.
Sherrill’s belt-and-suspenders approach of freezing rates and boosting supply was one she previewed during the campaign, during which she made a point of talking not just about solar and battery storage, but also about nuclear power.
The utility rate freeze has a few moving parts, including direct payments to offset bill hikes that are due to hit this summer and giving New Jersey regulators the authority “to pause or modify utility actions that could further increase bills.” The order also instructs regulators to “review utility business models to ensure alignment with delivering cost reductions to ratepayers,” which could mean utilities wind up extracting less return from ratepayers on capital investments in the grid.
The second executive order declares a second state of emergency and “expands multiple, expedited state programs to develop massive amounts of new power generation in New Jersey,” the governor’s office said. It also instructs the state to “identify permit reforms” to more quickly bring new projects online, requests that regulators instruct utilities to more accurately report energy usage from potential data center projects, and sets up a “Nuclear Power Task Force to position the state to lead on building new nuclear power generation.”
This combination of direct intervention to contain costs with new investments in supply, tough language aimed at utilities and PJM, the electricity market New Jersey is in, along with some potential deregulation to help bring new generation online more quickly, is essentially throwing every broadly left-of-center idea around energy at the wall and seeing what sticks.
Not surprisingly, the orders won immediate plaudits from green groups, with Justin Balik, the vice president of action for Evergreen States, saying in a statement, “It is refreshing to see a governor not only correctly diagnose what’s wrong with our energy system, but also demonstrate the clear political will to fix it.”
A third judge rejected a stop work order, allowing the Coastal Virginia offshore wind project to proceed.
Offshore wind developers are now three for three in legal battles against Trump’s stop work orders now that Dominion Energy has defeated the administration in federal court.
District Judge Jamar Walker issued a preliminary injunction Friday blocking the stop work order on Dominion’s Coastal Virginia offshore wind project after the energy company argued it was issued arbitrarily and without proper basis. Dominion received amicus briefs supporting its case from unlikely allies, including from representatives of PJM Interconnection and David Belote, a former top Pentagon official who oversaw a military clearinghouse for offshore wind approval. This comes after Trump’s Department of Justice lost similar cases challenging the stop work orders against Orsted’s Revolution Wind off the coast of New England and Equinor’s Empire Wind off New York’s shoreline.
As for what comes next in the offshore wind legal saga, I see three potential flashpoints:
It’s important to remember the stakes of these cases. Orsted and Equinor have both said that even a week or two more of delays on one of these projects could jeopardize their projects and lead to cancellation due to narrow timelines for specialized ships, and Dominion stated in the challenge to its stop work order that halting construction may cost the company billions.
The decision marks the Trump administration’s second offshore wind defeat this week.
A federal court has lifted Trump’s stop work order on the Empire Wind offshore wind project, the second defeat in court this week for the president as he struggles to stall turbines off the East Coast.
In a brief order read in court Thursday morning, District Judge Carl Nichols — a Trump appointee — sided with Equinor, the Norwegian energy developer building Empire Wind off the coast of New York, granting its request to lift a stop work order issued by the Interior Department just before Christmas.
Interior had cited classified national security concerns to justify a work stoppage. Now, for the second time this week, a court has ruled the risks alleged by the Trump administration are insufficient to halt an already-permitted project midway through construction.
Anti-offshore wind activists are imploring the Trump administration to appeal this week’s injunctions on the stop work orders. “We are urging Secretary Burgum and the Department of Interior to immediately appeal this week’s adverse federal district court rulings and seek an order halting all work pending appellate review,” Robin Shaffer, president of Protect Our Coast New Jersey, said in a statement texted to me after the ruling came down.
Any additional delays may be fatal for some of the offshore wind projects affected by Trump’s stop work orders, irrespective of the rulings in an appeal. Both Equinor and Orsted, developer of the Revolution Wind project, argued for their preliminary injunctions because even days of delay would potentially jeopardize access to vessels necessary for construction. Equinor even told the court that if the stop work order wasn’t lifted by Friday — that is, January 16 — it would cancel Empire Wind. Though Equinor won today, it is nowhere near out of the woods.
More court action is coming: Dominion will present arguments on Friday in federal court against the stop work order halting construction of its Coastal Virginia offshore wind project.