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Sparks

Trump’s EPA Pick Hates Congestion Pricing and Loves Shellfish

Meet New York’s Lee Zeldin.

Lee Zeldin.
Heatmap Illustration/Getty Images

When then-President-Elect Donald Trump nominated then-Oklahoma Attorney General Scott Pruitt to lead the Environmental Protection Agency in 2016, everyone right, left, and center knew exactly what that meant: The top law enforcement officer from one of the nation’s most conservative states and largest oil and gas producers would take aim at environmental rules implemented by the previous administration — rules he had often sued to overturn — and pave the way to increased fossil fuel production.

Trump’s pick this time around, former Long Island Congressman and New York Republican gubernatorial candidate Lee Zeldin, is more distinguished by his personal closeness to and support for the President-Reelect than he is by anything to do with the environment.

“It is an honor to join President Trump’s Cabinet as EPA Administrator. We will restore US energy dominance, revitalize our auto industry to bring back American jobs, and make the US the global leader of AI,” Zeldin wrote on X soon after the New York Post broke the story. He added for good measure: “We will do so while protecting access to clean air and water.”

So, who is Lee Zeldin? In his four terms in Congress as the representative from New York’s easternmost congressional district on Long Island, Zeldin did not cut any particular profile on climate, environment, or energy issues, and was best known for his hawkish foreign policy position. His surprisingly close run against Kathy Hochul for New York’s governor’s mansion in 2022 was largely defined by crime, public safety, and the effect of Covid-19 restrictions on the state’s economic recovery.

To the extent Zeldin has defined himself on the environment beyond standard-issue Republican opposition to restrictions on fossil fuels and car purchasing, it’s been in the context of issues specific to his coastal Long Island constituency. During his 2018 congressional campaign, he pointed to his membership in the “shellfish and national estuary caucuses,” as well as federal programs for estuaries and his opposition to expanded offshore drilling exploration at an event hosted by the League of Conservation Voters.

Throughout his gubernatorial run, Zeldin assailed New York’s ban on fracking, which had been implemented by Hochul’s predecessor, Andrew Cuomo. He also criticized New York’s planned phase-out of sales of internal combustion engine vehicles by 2035, as well as the proposal to institute congestion pricing in Lower Manhattan (an effort that died but may be brought back to life as part of Hochul’s scheme to protect Democratic congressional candidates on Long Island).

Cosmetics heir Ronald Lauder spent millions supporting Zeldin’s gubernatorial run, which The New York Timessuggested was motivated in part by the billionaire’s opposition to a cable from an offshore wind project that was planned to land in Wainscott, in the Hamptons, where Lauder has a home. The project, South Fork Wind, has been delivering power to New York since March of this year. Trump’s opposition to wind and offshore wind energy specifically has been a hallmark of his climate and energy policies.

“Congratulations! By saving the whales, you and @realDonaldTrump will establish a legacy for which Americans will feel grateful, decades and centuries into the future,” Michael Shellenberger, the anti-offshore-wind activist, wrote on X.

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Sparks

Don’t Look Now, But China Is Importing Less Coal

Add it to the evidence that China’s greenhouse gas emissions may be peaking, if they haven’t already.

A Chinese coal worker.
Heatmap Illustration/Getty Images

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.

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Blue
Sparks

Rewiring America Slashes Staff Due to Trump Funding Freeze

The nonprofit laid off 36 employees, or 28% of its headcount.

Surprised outlets.
Heatmap Illustration/Getty Images

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.

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Sparks

Sunrun Tells Investors That a Recession Could Be Just Fine, Actually

The company managed to put a positive spin on tariffs.

A house with solar panels.
Heatmap Illustration/Sunrun, Getty Images

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.

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