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Wealth bias shows up in the strangest places — including, according to new research, PurpleAir sensor data.
Everyone loves a public good, and one of the classic examples is clean air. When I breathe in clean air, no one else gets any less of it, and you can’t exclude people from enjoying it.
But how do we know whether the air we’re breathing is clean? And is that information a public good?
A team of economists from universities across the U.S. published some answers to those questions this week in a working paper via the National Bureau of Economic Research.
As their research subject, the economists looked at PurpleAir, which promises more localized and frequently updated air quality readings beyond what the Environmental Protection Agency can provide. Once purchased (for a price of $229 to $339, depending on the model) and installed, the censors report their air quality readings to a map that anyone can access. The company’s sales took off in 2020 after the epochal wildfires up and down the West Coast.
The study considered air quality readings from PurpleAir monitors in California from 2019 to 2021, including the fires and the consumer response to them. Then the researchers matched those readings with census tracts and the demographic information associated with them.
What they found is that PurpleAir monitors tend to be “clustered” within certain geographic areas, and that those geographic areas tend to be wealthier. Not surprisingly, pricey air monitors have a customer base demographically similar to that of other gadgets bought by early adopters. In other words, PurpleAir monitors’ locations don't so much track pollution levels as demographics.
On Thursday afternoon, the PurpleAir map showed 15 outdoor sensors in and around Bakersfield, California, a majority Hispanic city of 400,000 people in California’s Central Valley that the American Lung Association ranks as either the most or the third most polluted American city, depending on the metric. There were 13 active, meanwhile, in the famously ritzy San Francisco neighborhood of Pacific Heights, with a population of around 20,000. (We reached out for comment to both the researchers and PurpleAir but hadn’t gotten a response from either as of press time.)
Of course, the relationship between income and pollution is not random — quite the opposite. On the global and national levels, there is an inverse relationship between air pollution and income, with people in low income areas more exposed to harmful pollution.
While the economists called their finding “unsurprising,” they also said it raised the concern that the monitors “may actually increase health inequalities” by allowing people in better-covered areas to “improve their health through avoidance behavior,” thus making it so “the benefit from these monitors are more likely to accrue to the higher income individuals that adopted them.” Since PurpleAir monitors “are more present in less polluted areas,” the data they collect has less “social value … since the places that would benefit the most from information that could encourage pollution avoidance behavior are precisely the ones least likely to have this information.”
This means that “in areas where pollution is the highest, and thus avoidance behaviors are potentially the most effective, people have less knowledge of their pollution levels, even when conditioning on income and education.”
The researchers found similar correlations of PurpleAir monitor usage and race, with “monitor adoption … lowest in areas with a higher share of Black or Hispanic populations.”
These findings also mean that the people spending money to learn about the air quality where they live are also getting very little value from their monitors, as they are both less likely to live in a heavily polluted area and more likely to be well served by existing air monitors. In the slightly bloodless language of academic economics, the authors wrote, “Technophiles may purchase monitors for reasons that are quasi-independent from the value of information that the monitor provides, including a competitive desire to ‘keep up with the Joneses’ and thus drive high levels of spatial correlation in monitor adoption.” If people are getting PurpleAir monitors because their neighbors are, it’s probably a sign that they don’t need one.
For the public to truly realize the promise of more particularized and frequently updated public health data, collection can’t merely be left up to the vagaries and patterns of the consumer electronics market. An “optimal” policy, according to the researchers, “will require supplemental provision of monitors where the private market falls short” — or to put it more bluntly, government action. Public health will have to be public.
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Add it to the evidence that China’s greenhouse gas emissions may be peaking, if they haven’t already.
Exactly where China is in its energy transition remains somewhat fuzzy. Has the world’s largest emitter of greenhouse gases already hit peak emissions? Will it in 2025? That remains to be seen. But its import data for this year suggests an economy that’s in a rapid transition.
According to government trade data, in the first fourth months of this year, China imported $12.1 billion of coal, $100.4 billion of crude oil, and $18 billion of natural gas. In terms of value, that’s a 27% year over year decline in coal, a 8.5% decline in oil, and a 15.7% decline in natural gas. In terms of volume, it was a 5.3% decline, a slight 0.5% increase, and a 9.2% decline, respectively.
“Fossil fuel demand still trends down,” Lauri Myllyvirta, the co-founder of the Centre for Research on Energy and Clean Air, wrote on X in response to the news.
Morgan Stanley analysts predicted Friday in a note to clients that this “weak downstream demand” for coal in China would “continue to hinder coal import volume.”
Another piece of China’s emissions and coal usage puzzle came from Indonesia, which is a major coal exporter. Citing data from trade data service Kpler, Reuters reported Friday that Indonesia’s thermal coal exports “have dropped to their lowest in three years” thanks to “weak demand in China and India,” the world’s two biggest coal importers. Indonesia’s thermal coal exports dropped 12% annually to 150 million tons in the first third of the year, Reuters reported.
China’s official goal is to hit peak emissions by 2030 and reach “carbon neutrality” by 2060. The country’s electricity grid is largely fueled by coal (with hydropower coming in at number two), as is its prolific production of steel and cement, which is energy and, specifically, coal-intensive. For a few years in the 2010s, more cement was poured in China than in the whole 20th century in the United States. China also accounts for about half of the world’s steel production.
At the same time, China’s electricity demand growth is being largely met by renewables, implying that China can expand its economy without its economy-wide, annual emissions going up. This is in part due to a massive deployment of renewables. In 2023, China installed enough non-carbon-emitting electricity generation to meet the total electricity demand of all of France.
China’s productive capacity has shifted in a way that’s less carbon intensive, experts on the Chinese energy system and economy have told Heatmap. The economy isshifting more toward manufacturing and away from the steel-and-cement intensive breakneck urbanization of the past few decades, thanks to a dramatically slowing homebuilding sector.
Chinese urban residential construction was using almost 300 million tons of steel per year at its peak in 2019, according to research by the Reserve Bank of Australia, about a third of the country’s total steel usage. (Steel consumption for residential construction would fall by about half by 2023.) By contrast, the whole United States economy consumes less than 100 million tons of steel per year.
To the extent the overall Chinese economy slows down due to the trade war with the United States, coal usage — and thus greenhouse gas emissions — would slow as well. Although that hasn’t happened yet — China also released export data on Friday that showed sustained growth, in spite of the tariff barriers thrown up by the Trump administration.
The nonprofit laid off 36 employees, or 28% of its headcount.
The Trump administration’s funding freeze has hit the leading electrification nonprofit Rewiring America, which announced Thursday that it will be cutting its workforce by 28%, or 36 employees. In a letter to the team, the organization’s cofounder and CEO Ari Matusiak placed the blame squarely on the Trump administration’s attempts to claw back billions in funding allocated through the Greenhouse Gas Reduction Fund.
“The volatility we face is not something we created: it is being directed at us,” Matusiak wrote in his public letter to employees. Along with a group of four other housing, climate, and community organizations, collectively known as Power Forward Communities, Rewiring America was the recipient of a $2 billion GGRF grant last April to help decarbonize American homes.
Now, the future of that funding is being held up in court. GGRF funds have been frozen since mid-February as Lee Zeldin’s Environmental Protection Agency has tried to rescind $20 billion of the program’s $27 billion total funding, an effort that a federal judge blocked in March. While that judge, Tanya S. Chutkan, called the EPA’s actions “arbitrary and capricious,” for now the money remains locked up in a Citibank account. This has wreaked havoc on organizations such as Rewiring America, which structured projects and staffing decisions around the grants.
“Since February, we have been unable to access our competitively and lawfully awarded grant dollars,” Matusiak wrote in a LinkedIn post on Thursday. “We have been the subject of baseless and defamatory attacks. We are facing purposeful volatility designed to prevent us from fulfilling our obligations and from delivering lower energy costs and cheaper electricity to millions of American households across the country.”
Matusiak wrote that while “Rewiring America is not going anywhere,” the organization is planning to address said volatility by tightening its focus on working with states to lower electricity costs, building a digital marketplace for households to access electric upgrades, and courting investment from third parties such as hyperscale cloud service providers, utilities, and manufacturers. Matusiak also said Rewiring America will be restructured “into a tighter formation,” such that it can continue to operate even if the GGRF funding never comes through.
Power Forward Communities is also continuing to fight for its money in court. Right there with it are the Climate United Fund and the Coalition for Green Capital, which were awarded nearly $7 billion and $5 billion, respectively, through the GGRF.
What specific teams within Rewiring America are being hit by these layoffs isn’t yet clear, though presumably everyone let go has already been notified. As the announcement went live Thursday afternoon, it stated that employees “will receive an email within the next few minutes informing you of whether your role has been impacted.”
“These are volatile and challenging times,” Matusiak wrote on LinkedIn. “It remains on all of us to create a better world we can all share. More so than ever.”
The company managed to put a positive spin on tariffs.
The residential solar company Sunrun is, like much of the rest of the clean energy business, getting hit by tariffs. The company told investors in its first quarter earnings report Tuesday that about half its supply of solar modules comes from overseas, and thus is subject to import taxes. It’s trying to secure more modules domestically “as availability increases,” Sunrun said, but “costs are higher and availability limited near-term.”
“We do not directly import any solar equipment from China, although producers in China are important for various upstream components used by our suppliers,” Sunrun chief executive Mary Powell said on the call, indicating that having an entirely-China-free supply chain is likely impossible in the renewable energy industry.
Hardware makes up about a third of the company’s costs, according to Powell. “This cost will increase from tariffs,” she said, although some advance purchasing done before the end of last year will help mitigate that. All told, tariffs could lower the company’s cash generation by $100 million to $200 million, chief financial officer Danny Abajian said.
But — and here’s where things get interesting — the company also offered a positive spin on tariffs.
In a slide presentation to investors, the company said that “sustained, severe tariffs may drive the country to a recession.” Sounds bad, right?
But no, not for Sunrun. A recession could mean “lower long term interest rates,” which, since the company relies heavily on securitizing solar leases and benefits from lower interest rates, could round in the company’s favor.
In its annual report released in February, the company mentioned that “higher rates increase our cost of capital and decrease the amount of capital available to us to finance the deployment of new solar energy systems.” On Wednesday, the company estimated that a 10% tariff, which is the baseline rate in the Trump “Liberation Day” tariffs, could be offset with a half percentage point decline in the company’s cost of capital, although it didn’t provide any further details behind the calculation.
Even in the absence of interest rate relief, a recession could still be okay for Sunrun.
“Historically, recessions have driven more demand for our products,” the company said in its presentation, arguing that because their solar systems offer savings compared to utility rates, they become more attractive when households get more money conscious.
Sunrun shares are up almost 10% today, as the company showed more growth than expected.
For what it’s worth, the much-ballyhooed decline in long-term interest rates as a result of Trump’s tariffs hasn’t actually happened, at least not yet. The Federal Reserve on Wednesday decided to keep the federal funds rate at 4.5%, the third time in a row the board of governors have chosen to maintain the status quo. The yield on 10-year treasuries, often used as a benchmark for interest rates, is up slightly since “Liberation Day” on April 2 and sits today at 4.34%, compared to 4.19% before Trump’s tariffs announcements.