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Sparks

JD Vance on Climate Change: ‘Let’s Just Say That’s True’

“For the sake of argument.”

JD Vance.
Heatmap Illustration/Getty Images

We didn’t have to wait long for climate to come up during tonight’s vice presidential debate between VP hopefuls Republican JD Vance and Democrat Tim Walz — the night’s second question was about the devastation caused by Hurricane Helene and fueled by warmer air and waters due to climate pollution.

Vance started off his answer innocuously enough, extending his thoughts and prayers to those affected by the hurricane and then proceeding to some campaign boilerplate. “I think it’s important for us, first of all, to say Donald Trump and I support clean air and clean water,” Vance said up top, echoing Trump’s claim that he wants “absolutely immaculate clean water and … absolutely clean air,” from the presidential debate back in June. (It’s worth noting, of course, that his policy choices tell a different story.)

Vance then proceeded to hedge the climate change question in a way that wound up backing him right into it. “One of the things that I've noticed some of our Democratic friends talking a lot about is a concern about carbon emissions, this idea that carbon emissions drives all of the climate change,” Vance said. “Well, let’s just say that's true — just for the sake of argument, so we’re not arguing about weird science. Let’s just say that’s true.”

He then went on to describe an America-first all-of-the-above energy and manufacturing policy that sounded more than a little familiar.

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Sparks

These Are the Critical Minerals Exempt from Trump’s Tariffs

Plus 5 that got hit.

A mining truck.
Heatmap Illustration/Getty Images

President Donald Trump has exempted some — but certainly not all — of the critical minerals necessary for the energy transition from the sweeping tariffs he announced Wednesday. Minerals such as lithium, nickel, cobalt, manganese, and copper are key components of clean energy infrastructure such as lithium-ion batteries, which are used in electric vehicles or stationary storage, and copper wires, which conduct electricity in solar panels and wind turbines.

The White House has published a complete list of hundreds of products that are exempt from tariffs. We combed through the list looking for key transition minerals. Here are the ones that caught our eye, plus some that were notably left off. If you see anything on the list you think we missed, my inbox is open.

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First Solar Is the Only Winner of Trump’s Tariffs

Just about every other renewable energy company is taking a beating today.

Donald Trump.
Heatmap Illustration/Getty Images

American solar manufacturer First Solar may be the big winner from the slew of tariffs Donald Trump announced yesterday against the world’s trading partners. Sorry, make that basically the only winner among renewable energy companies.

In a note to clients this morning, Jefferies analyst Julien Dumoulin-Smith wrote that “in this inflationary environment, we expect FSLR's domestic manufacturing to be the clear winner” in the long term.

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Trump’s Pro-Gas, Transition-Skeptical Pick to Run the Nation’s Energy Data

Tristan Abbey would come to Washington from a Texas think tank that argues peak oil is way off base.

Donald Trump.
Heatmap Illustration/Getty Images

Donald Trump’s pick to run the Energy Information Administration works for a think tank that denies the existence of an energy transition.

The Energy Information Administration is the nation’s primary energy fuel and power forecasting agency. Since its inception in 1977, EIA has become a go-to source of data for many U.S. businesses, analysts, and policymakers alike. The agency’s previous administrators have been relatively apolitical academics and industry experts, including under the first Trump administration, whose EIA administrator came to the role from a faculty position at Rice University. The office’s current acting administrator is Stephen Nalley, who was appointed deputy administrator by Trump in 2018 after serving in various other roles at the agency.

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