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The Tesla Recall Is a Win for Tesla

And a loss for safety advocates.

A Tesla dealership.
Heatmap Illustration/Getty Images

More than 2 million Tesla vehicles are set to receive over-the-air updates to address failures in the Autopilot system, the carmaker’s much-hyped and oft-abused driver-assistance program. But the recall report published by the National Highway Transportation Safety Administration shows regulators are willing to keep risky technology on the road as long as the driver gets nagged enough.

What’s at issue with the recall is less Autopilot’s ability to brake and accelerate and more its Autosteer functionality, which allows the car to follow curves and make turns. According to NHTSA, “the prominence and scope of the feature’s controls may not be sufficient to prevent driver misuse.”

That “misuse” has been well documented in the years since Autopilot’s release. It began with Teslas being “hacked” with a water bottle to allow drivers to keep their hands completely off the wheel (and sometimes their bodies in the back seat); after that, researchers found that Autopiloted Teslas were involved in 273 crashes over a one-year period. Autopilot has been investigated in almost a dozen cases of vehicles crashing into emergency vehicles, and just this August, thousands of Autopilot complaints from German customers were leaked to Handelsblatt, a German business newspaper.

The initial NHTSA investigation began in 2021, and late this year U.S. regulators met with Tesla twice to address fixes. The automaker eventually decided to resolve the matter by voluntarily administering the recall — while, according to NHTSA, “not concurring with the agency’s analysis.”

While a 2 million-car recall isn’t something usually construed as a win, in this case, U.S. regulators did not conclude the technology itself was unsafe, and also determined that drivers are responsible for using Autopilot safely. This is what Tesla has contended since the beginning, and it’s a rebuke to safety advocates, many local legislators, and lawyers representing accident victims and their families.

Both Tesla and NHTSA point out that Autopilot is similar to other Level 2 automated driving systems offered by competing automakers — although these competitors have more cautiously waded into autonomy, building in myriad restrictions and ways to track driver focus. That’s in contrast to Tesla, which, despite ample contravening evidence and multiple lawsuits, still hosts a video of a Model X “self-driving” with no intervention from the passenger on its website.

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Sparks

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.
Heatmap Illustration/Getty Images

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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Sparks

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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Why Your Car Insurance Bill Is Making Renewables More Expensive

Core inflation is up, meaning that interest rates are unlikely to go down anytime soon.

Wind turbines being built.
Heatmap Illustration/Getty Images

The Fed on Wednesday issued a report showing substantial increases in the price of eggs, used cars, and auto insurance — data that could spell bad news for the renewables economy.

Though some of those factors had already been widely reported on, the overall rise in prices exceeded analysts’ expectations. With overall inflation still elevated — reaching an annual rate of 3%, while “core” inflation, stripping out food and energy, rose to 3.3%, after an unexpectedly sharp 0.4% jump in January alone — any prospect of substantial interest rate cuts from the Federal Reserve has dwindled even further.

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