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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

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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