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Sparks

7,000 Pages of New State Climate Plans, in 1 Helpful Chart

There is a theme here.

Solar panels.
Heatmap Illustration/Getty Images

Late last year, I wrote about an overlooked but potentially transformative program in the Inflation Reduction Act called the Climate Pollution Reduction Grants. Administered by the Environmental Protection Agency, it offered all 50 states, plus D.C. and Puerto Rico, an initial $3 million each for climate policy planning, spurring many states to develop emissions-cutting strategies for the first time. Later, cities and states will be able to apply for competitive grants from a $4.6 billion fund to implement elements of their plans.

States that accepted the planning money — i.e. all of them except Iowa, South Dakota, Florida, Wyoming, and Kentucky — agreed to submit an inventory of their greenhouse gas emissions and a list of actions they would prioritize to the EPA by March 1. All together, the plans ran to nearly 7,000 pages, which are now available on the EPA’s website for anyone to peruse. While I haven’t yet had a chance to read through them all myself, a new high-level analysis of the plans by the nonprofits Evergreen Collaborative, RMI, and Climate XChange shows where most states said they would focus their efforts.

The groups counted the number of “priority measures” listed in each plan and tracked the source of greenhouse gases each measure would address. By far the most prominent climate problem states want to tackle, with 186 measures across the plans, is transportation. As transportation is now the largest source of U.S. emissions, and states have a lot of influence over the biggest drivers of vehicle emissions, this is a good sign.

For example, Texas said that in the near term, it could build electric vehicle chargers and hydrogen fueling stations, introduce lower-emissions support equipment at its airports, and use more sustainable jet fuel. In the longer term, out to 2050, it could expand programs to deploy zero-emissions medium- and heavy-duty trucks and decarbonize its ports. West Virginia said it would try to reduce vehicle miles traveled, a measure of how much people drive, by implementing programs to get people on bikes and increasing transit options.

Every single plan included measures to reduce emissions from buildings, with some focused on basic energy efficiency upgrades and others that mention switching from fossil fuel heating to electric heat pumps. The biggest gap the analysis identified concerned industrial emissions, which only 27 of the plans included measures to address. About a quarter of U.S. climate pollution comes from industry, much of which is considered “hard to abate” — although, solutions are emerging.

Some states that had yet to develop comprehensive climate plans, like Texas, listed dozens of broad measures. Others that were further along listed just a handful of specific ones. New York, for example, included just nine priority actions that it wanted to use the forthcoming implementation grants for.

Another theme that emerged was a lack of regulatory measures in the plans, which focused more on incentives and voluntary action. That may be due to the wealth of federal funding to create “carrots” versus sticks, or because the states interpreted the planning grant as an opportunity to focus on “shovel-ready” projects that will make them better candidates for the competitive implementation grants.

Though there’s no requirement to implement these plans, the prospect of additional funding from the EPA to carry them out means that many of the measures could actually happen. The states participating are home to 90% of the U.S. population, and the same fraction of U.S. emissions. Applications for implementation grants were due April 1.

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Sparks

These 21 House Republicans Want to Preserve Energy Tax Credits

For those keeping score, that’s three more than wanted to preserve them last year.

The Capitol.
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Those who drew hope from the letter 18 House Republicans sent to Speaker Mike Johnson last August calling for the preservation of energy tax credits under the Inflation Reduction Act must be jubilant this morning. On Sunday, 21 House Republicans sent a similar letter to House Ways and Means Chairman Jason Smith. Those with sharp eyes will have noticed: That’s three more people than signed the letter last time, indicating that this is a coalition with teeth.

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The Country’s Largest Power Markets Are Getting More Gas

Three companies are joining forces to add at least a gigawatt of new generation by 2029. The question is whether they can actually do it.

Natural gas pipelines.
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Two of the biggest electricity markets in the country — the 13-state PJM Interconnection, which spans the Mid-Atlantic and the Midwest, and ERCOT, which covers nearly all of Texas — want more natural gas. Both are projecting immense increases in electricity demand thanks to data centers and electrification. And both have had bouts of market weirdness and dysfunction, with ERCOT experiencing spiky prices and even blackouts during extreme weather and PJM making enormous payouts largely to gas and coal operators to lock in their “capacity,” i.e. their ability to provide power when most needed.

Now a trio of companies, including the independent power producer NRG, the turbine manufacturer GE Vernova, and a subsidiary of the construction firm Kiewit Corporation, are teaming up with a plan to bring gas-powered plants to PJM and ERCOT, the companies announced today.

The three companies said that the new joint venture “will work to advance four projects totaling over 5 gigawatts” of natural gas combined cycle plants to the two power markets, with over a gigawatt coming by 2029. The companies said that they could eventually build 10 to 15 gigawatts “and expand to other areas across the U.S.”

So far, PJM and Texas’ call for new gas has been more widely heard than answered. The power producer Calpine said last year that it would look into developing more gas in PJM, but actual investment announcements have been scarce, although at least one gas plant scheduled to close has said it would stay open.

So far, across the country, planned new additions to the grid are still overwhelmingly solar and battery storage, according to the Energy Information Administration, whose data shows some 63 gigawatts of planned capacity scheduled to be added this year, with more than half being solar and over 80% being storage.

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An Emergency Trump-Coded Appeal to Save the Hydrogen Tax Credit

Featuring China, fossil fuels, and data centers.

The Capitol.
Heatmap Illustration/Getty Images

As Republicans in Congress go hunting for ways to slash spending to carry out President Trump’s agenda, more than 100 energy businesses, trade groups, and advocacy organizations sent a letter to key House and Senate leaders on Tuesday requesting that one particular line item be spared: the hydrogen tax credit.

The tax credit “will serve as a catalyst to propel the United States to global energy dominance,” the letter argues, “while advancing American competitiveness in energy technologies that our adversaries are actively pursuing.” The Fuel Cell and Hydrogen Energy Association organized the letter, which features signatures from the American Petroleum Institute, the U.S. Chamber of Commerce, the Clean Energy Buyers Association, and numerous hydrogen, industrial gas, and chemical companies, among many others. Three out of the seven regional clean hydrogen hubs — the Mid-Atlantic, Heartland, and Pacific Northwest hubs — are also listed.

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