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Sparks

Trump Trashed Electric Cars Instead of Going to the GOP Debate

The former president zeroes in on range anxiety.

Donald Trump.
Heatmap Illustration/Getty Images

Former President Donald Trump spent much of his not-a-debate-for-me speech at a non-union Michigan auto parts company trashing the Biden administration’s economic and climate policy, specifically its support for electric vehicles.

The United Autoworkers strike against the “Big Three” American automakers has split Republicans while Democrats, including President Biden, have largely supported the striking workers. Some Republicans, like Josh Hawley and J.D. Vance, have voiced support for the workers’ demands for higher pay, while others, like Nikki Halley and Tim Scott, both of whom are on stage tonight in California, have criticized the union.

Trump, meanwhile, has consistently used the strike to attack Biden’s climate policy and tonight was no different.

“Biden’s cruel and ridiculous” mandates for electric vehicles, Trump said, “will spell the death of the U.S. auto industry.”

Addressing striking autoworkers directly, Trump said “you’re all on picket lines … it doesn’t make a damn bit of difference what you get, because in two years you’ll all be out of business, you’re not getting anything, what they’re doing to the auto industry in Michigan and throughout the country is absolutely horrible and ridiculous.”

Trump brought this rambling critique around to a point of view that might be shared by more rhetorically constrained conservatives like Hawley and Vance, namely that electrifying the United States automobile fleet will largely benefit China.

“A vote for crooked Joe means the future of the auto industry will be made in China,” he said later in the speech. Biden’s signature piece of legislation, the Inflation Reduction Act, actually offers incentives for domestic manufacturing.

Trump also attacked electric cars specifically, echoing common complaints about a lack of range and the environmental effects of mining for the minerals used to make batteries.

“Those batteries, when they get rid of them, lots of bad things happen. When they’re digging it out of the ground to make those batteries, it’s going to be bad for the environment,” he said.

Trump often mixes support for American fossil fuel extraction with environmental-coded attacks on green energy. Frequent objects of his ire are wind turbines (he loves talking about how they kill birds) and, recently, he has started talking about how offshore wind turbines kill whales.

“Crooked Joe Biden is siding with the left wing crazies who will destroy automobile manufacturing and will destroy our country itself,” he said.

He also repeatedly mentioned electric vehicle range. “[Electric cars] are built specifically for people who want to take very short trips. ‘Darling, let’s drive down to the store and let’s drive back!’ Oh, it’s crazy,” Trump said. He also accused the Biden administration of purposefully raising gas prices to force people into buying electrical vehicles.

While American auto companies hardly see eye-to-eye with the Biden administration on everything, they have dived into electrification, suggesting that Trump’s claims that the American auto industry will die thanks to environmental policy are at least not shared by the industry itself.

So Trump attacked the car industry, saying “I don’t get one thing, I don’t get why … these carmakers are fighting to make cars that are going to sell, cars that are going to long distances.” He said that these carmakers, as well as oil companies that invest in wind energy, are “going against their industry” and are “either stupid or gutless.”

“Why is it that these big powerful car companies with guys making $35 million a year” are making electric vehicles, “when the damn things don’t go far enough and they’re too expensive,” Trump said.

“Why are they all agreeing to this?” Trump said, “why are they not fighting, saying, ‘it doesn’t work.’”

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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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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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