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You won’t hear me say this often, but Donald Trump kind of sort of has a point.
On Monday, the former president and presumed Republican nominee rebutted headlines that claimed he’d predicted a “‘bloodbath’ if he loses” the November election. To be sure, “bloodbath” isn’t a word you want to throw around when you’re accused of architecting the Jan. 6 Capitol riot. One could probably even make the three-dimensional chess case that Trump intentionally used the word to trigger coverage of his comments.
Whatever the case may be, he posted Monday on Truth Social that the Fake News Media “pretended to be shocked at my use of the word BLOODBATH even though they fully understood that I was simply referring to” — that is, electric vehicles from China.
Trump’s full comment came during a rally in Dayton, Ohio, over the weekend and read as follows:
To China, if you’re listening — President Xi, you and I are friends, but he understands the way I deal. Those big monster car manufacturing plants that you are building in Mexico right now, and you think you are going to get that, not hire Americans, and you’re going to sell the car to us — no. We are going to put a 100% tariff on every single car that comes across the lot and you’re not going to be able to sell those cars if I get elected. Now, if I don’t get elected, it’s going to be a bloodbath for the whole — that’s going to be the least of it. It’s going to be a bloodbath for the country. That’ll be the least of it. But they’re not going to sell those cars.
Aaaand here’s where my defense of Trump runs out. While he’s correct about some in the media taking his “bloodbath” remark out of context, “there actually are no operating Chinese-owned EV factories in Mexico,” Ilaria Mazzocco, a senior fellow at the Center for Strategic and International Studies and an expert on Chinese climate policy, told me.
Trump’s remarks are “not particularly surprising,” though, “in the sense that this topic has become politicized very rapidly,” Mazzocco added. Fear is growing in Detroit and in Washington, D.C. that inexpensive Chinese-branded EVs could make their way to the U.S. from yet-to-be-built plants in Mexico, hurting American automakers whose EVs can’t compete at that lower price point yet. As Robinson Meyer wrote for Heatmap, the booming Chinese automaker BYD “recently advertised an $11,000 plug-in hybrid targeted at the Chinese market … Even doubling its price with tariffs would keep it firmly among [the United States’] most affordable new vehicles.”
Mazzocco said this isn’t wholly a bad thing — “there’s a point of value to competition that we shouldn’t forget.” The threat of cheap Chinese EVs has already driven American automakers including Ford to reassess their electric lineups. That’s a plus since Ford’s smaller and more affordable cars would not only fill a gap in the U.S. EV market, they’d also address the fact that electric vehicles need to get “cheaper everywhere … if we are to fight climate change,” Meyer has pointed out.
But! It’s also an election year. “EVs have encapsulated everybody’s fears of competition with China,” Mazzocco reminded me. It’s been a particularly rude awakening to realize that Beijing is “actually better at something than the Americans are.” In the face of this reality, both Biden and Trump have been fighting to look tougher than the other on China, especially in big auto states like Michigan, where Trump has likewise slammed EVs at his rallies, and Ohio, which could potentially decide control of the White House.
Biden has already ordered the Commerce Department to investigate the potential national security threat of Chinese-made EVs, which currently make up only about 2% of EV imports to the U.S. in the form of Polestar, the first Chinese-owned EV company to make moves in the U.S. last year, but hardly one that’s thriving.
The truth is, there’s plenty to debate regarding what America and its automakers should do about the rise of Chinese EVs. When doing so, however — ahem, Mr. Former President — it’s always better to have your facts straight.
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The Trump administration just did something surprising: It paved the way for a transmission line to a solar energy project.
On Friday, the Bureau of Land Management approved the Gen-Tie transmission line and associated facilities for the Sapphire Solar project, a solar farm sited on private lands in Riverside County, California, that will provide an estimated 117 megawatts to the Southern California Public Power Authority.
It is the first sign so far that some renewable energy requiring federal lands may be allowed to develop during the next four years, and is an about-face from the first weeks of Trump’s presidency.
BLM notably said the solar project’s transmission line will help “Unleash American Energy” (the bureau’s capitalization, not mine). And it said the move “aligns with” Trump’s executive order declaring a national energy emergency — which discussed only fossil fuels, nuclear, and hydropower — because it was “supporting the integrity of the electric grid while creating jobs and economic prosperity for Americans.”
“The Bureau of Land Management supports American Energy Dominance that prioritizes needs of American families and businesses,” BLM California State Director Joe Stout said in a statement provided via press release.
Another executive order Trump issued on his first day back in office paused solar and wind project permitting for at least 60 days, leading to a halt on government activities required to construct and operate renewable energy projects. It’s unclear whether these actions to move Sapphire’s transmission line through agency review means the federal permitting pipes are finally unstuck for the solar industry, or if this is an exception to the rule — especially because the pause Trump ordered has yet to hit the expiration date he set on the calendar.
For those keeping score, that’s three more than wanted to preserve them last year.
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.
As Heatmap reported in the aftermath of November’s election, four of the original signatories were out of a job as of January, meaning that the new letter features a total of seven new recruits. So who are they?
The new letter is different from the old one in a few key ways. First, it mentions neither the Inflation Reduction Act nor its slightly older cousin, the Infrastructure Investment and Jobs Act, by name. Instead, it emphasizes “the importance of prioritizing energy affordability for American families and keeping on our current path to energy dominance amid efforts to repeal or reform current energy tax credits.” The letter also advocates for an “all-of-the-above” approach to energy development that has long been popular among conservatives but has seemed to fall out of vogue under Trump 2.0.
Lastly, while the new letter repeats the previous version’s emphasis on policy stability for businesses, it adds a new plea on behalf of ratepayers. “As our conference works to make energy prices more affordable, tax reforms that would raise energy costs for hard working Americans would be contrary to this goal,” it reads. “Further, affordable and abundant energy will be critical as the President works to onshore domestic manufacturing, supply chains, and good paying jobs, particularly in Republican run states due to their business-friendly environments. Pro-energy growth policies will directly support these objectives.”
As my colleagues Robinson Meyer and Emily Pontecorvo have written, tariffs on Canadian fuel would raise energy prices in markets across the U.S. That includes some particularly swingy states, e.g. Michigan, which perhaps explains Rep. James’ seeming about-face.
Republicans’ House majority currently stands at all of four votes, so although 21 members might not be huge on the scale of the full House, they still represent a significant problem for Speaker Johnson.
Editor’s note: This story has been updated to reflect the fact that Rep. James did not unseat Democrat Carl Marlinga in 2022 as the district had been newly created following the 2020 census.
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.
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.
Texas established a fund in 2023 to provide low-cost loans to new gas plants, but has had trouble finding viable projects. Engie pulled an 885 megawatt project from the program earlier this week, citing “equipment procurement constraints” and delays.
But PJM is working actively with a friendly administration in Washington to bring more natural gas to its grid. The Federal Energy Regulatory Commission recently blessed a PJM plan to accelerate interconnection approvals for large generators — largely natural gas — so that it can bring them online more quickly.
But many developers and large power consumers are less than optimistic about the ability to bring new natural gas onto the grid at a pace that will keep up with demand growth, and are instead looking at “behind-the-meter” approaches to meet rising energy needs, especially from data centers. The asset manager Fortress said earlier this year that it had acquired 850 megawatts of generation capacity from APR Energy and formed a new company, fittingly named New APR Energy, which said this week that it was “deploying four mobile gas turbines providing 100MW+ of dedicated behind-the-meter power to a major U.S.-based AI hyperscaler.”
And all gas developers, whether they’re building on the grid or behind-the-meter, have to get their hands on turbines, which are in short supply. The NRG consortium called this out specifically, noting that it had secured the rights to two 7HA gas turbines by 2029. These kinds of announcements of agreements for specific turbines have become standard for companies showing their seriousness about gas development. When Chevron announced a joint venture with GE Vernova for co-located gas plants for data centers, it also noted that it had a reservation agreement for seven 7HA turbines. But until these turbines are made and installed, these announcements may all just be spin.