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On the exaggerated danger of renewables in a blackout
Gas stoves and heating systems are two of the biggest ways that fossil fuels still find their way into our homes. Replacing them with electric stoves and heat pumps would go a long way to reducing our commercial and residential carbon footprint, which the EPA says amounts to 13 percent of U.S. greenhouse gas emissions. There’s one little problem: blackouts.
Without battery backup or a generator, everything powered by electricity goes dead when the grid goes down. With major blackouts a rising threat because of worsening wildfires and winter storms, and with our national demand for electricity rising, the plan to “electrify everything” in our homes (and the cars in our garages) may sound worrisome. Wouldn’t it leave us all more vulnerable — unable to heat our homes, cook our food, or drive anywhere when the power goes out?
Don’t be so sure.
At first blush, fossil fuels sound resilient. A fuel like natural gas is just sitting there, waiting to burn and unleash the power within, whether or not the electricity is on. A modern gas stove probably has an electric control panel and ignition, but a person can bypass a modern stove’s electric ignition by using a match to light the burners as long as gas is flowing. However, saying that gas stoves work during an emergency and electric ones won’t isn’t quite true, research scientist Pablo Duenas-Martinez of the MIT Energy Initiative told me.
For one thing, natural gas isn’t disaster-proof. The same kinds of calamities that can disrupt the power grid could also potentially break gas lines or damage the distribution system that moves the fossil fuel to your home. Duenas-Martinez also noted that the substations that compress and distribute gas themselves rely on electricity. So, in the case of widespread power outages, they may not be able to deliver gas to your stove or furnace.
As for that electric stove? Well, we already know how to make backup electricity. Buildings where the power must stay on 24/7, like hospitals and military installations have diesel-burning backup generators. Lots of private homeowners have them, too, and can run the heat pump and stove alongside the lights and the TV.
From a climate perspective, it somewhat defeats the purpose of “electrify everything” if we’re still reliant on dirty generators. Fortunately, cleaner ways to solve this problem are coming. Homes with solar panels could generate their own juice, at least during daylight hours. But improving our ability to store energy will be the game-changer.
Eminent MIT economist Richard Schmalensee told me that the cost of energy storage should fall over the years, especially as the transition to electric vehicles requires building lots and lots of batteries. Big batteries and other avant garde storage solutions will help the electricity system avoid some blackouts in the first place by storing energy when there is ample supply to use later during leaner times.
Better electric storage solutions will come to the house or neighborhood level, Duenas-Martinez said, with some neighborhoods installing backup systems to provide electricity to all their homes during a blackout. Individuals can install backup systems like the Tesla Powerwall, which stores energy from a home’s solar panels to use as backup power later. And a fast-growing number of Americans already have a way to store lots of electricity — the battery in their EV.
Electric cars present a curious case. On the one hand, gasoline-burning vehicles are blackout-proof, so one’s mobility is mostly unaffected by outage, emergency, or calamity (they drive on “guzzoline” in Mad Max, after all, not electrons). When most people have an EV, losing electricity becomes more of a predicament. “Currently, EVs may be more vulnerable than current fossil fueled vehicles because gas stations are very accessible, and the logistics chain for gasoline is well-established,” Duenas-Martinez said.
If an EV's battery is low when a big blackout happens, it may become essentially undriveable, and its voracious energy consumption compared to a toaster or a stove makes refilling the battery from backup systems more difficult. In the case of a sustained power outage, people may have to prioritize what to do with the limited backup power they have — whether they use it for heating and cooling, lights, TV, working on their laptops, doing the laundry, or charging EVs.
Yet EVs will become more resilient as infrastructure gets better, he says. With more chargers available at workplaces, public places, and people’s homes, our EVs will stay mostly charged more often than not. When the power goes out, they’ll have enough energy on hand for a few days’ worth of normal driving.
Plus, what if the car is your backup system? Although the feature is not ubiquitous among today’s models, it is possible to give EVs two-way charging, or the ability to plug in and run other items on the energy in the car’s battery. Ford F-150 Lightning commercials play up the truck’s potential to power an entire home for days at a time. According to researchers like Steven Low at Caltech (full disclosure: it’s also where I work), EV batteries could even be used to balance the grid of the future. While the cars sit parked and unused, they could feed electricity into the system in times of crisis and refill when there’s more to go around.
“The EV battery could help restore service by injecting electricity to the grid,” Duenas-Martinez said. “So, for short blackouts, I would not expect more vulnerability once more chargers are installed.”
When the culture wars came into the kitchen this past January, thanks to the controversy of (maybe) banning gas stoves, the ruckus started over indoor air pollution. But with gas stoves and heaters also a villian in the climate change story, and with electric stoves primed to become much less expensive than their gas counterparts, there’s ample reason to think gas stoves, like gasoline-powered cars, could be on their way out.
When they are, don’t worry — it doesn’t mean you won’t be able to make a hot pot of tea or drive to the grocery store in the middle of a blackout. But it will require a new way to think about home energy.
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The Loan Programs Office is good for more than just nuclear funding.
That China has a whip hand over the rare earths mining and refining industry is one of the few things Washington can agree on.
That’s why Alex Jacquez, who worked on industrial policy for Joe Biden’s National Economic Council, found it “astounding”when he read in the Washington Post this week that the White House was trying to figure out on the fly what to do about China restricting exports of rare earth metals in response to President Trump’s massive tariffs on the country’s imports.
Rare earth metals have a wide variety of applications, including for magnets in medical technology, defense, and energy productssuch as wind turbines and electric motors.
Jacquez told me there has been “years of work, including by the first Trump administration, that has pointed to this exact case as the worst-case scenario that could happen in an escalation with China.” It stands to reason, then, that experienced policymakers in the Trump administration might have been mindful of forestalling this when developing their tariff plan. But apparently not.
“The lines of attack here are numerous,” Jacquez said. “The fact that the National Economic Council and others are apparently just thinking about this for the first time is pretty shocking.”
And that’s not the only thing the Trump administration is doing that could hamper American access to rare earths and critical minerals.
Though China still effectively controls the global pipeline for most critical minerals (a broader category that includes rare earths as well as more commonly known metals and minerals such as lithium and cobalt), the U.S. has been at work for at least the past five years developing its own domestic supply chain. Much of that work has fallen to the Department of Energy, whose Loan Programs Office has funded mining and processing facilities, and whose Office of Manufacturing and Energy Supply Chains hasfunded and overseen demonstration projects for rare earths and critical minerals mining and refining.
The LPO is in line for dramatic cuts, as Heatmap has reported. So, too, are other departments working on rare earths, including the Office of Manufacturing and Energy Supply Chains. In its zeal to slash the federal government, the Trump administration may have to start from scratch in its efforts to build up a rare earths supply chain.
The Department of Energy did not reply to a request for comment.
This vulnerability to China has been well known in Washington for years, including by the first Trump administration.
“Our dependence on one country, the People's Republic of China (China), for multiple critical minerals is particularly concerning,” then-President Trump said in a 2020 executive order declaring a “national emergency” to deal with “our Nation's undue reliance on critical minerals.” At around the same time, the Loan Programs Office issued guidance “stating a preference for projects related to critical mineral” for applicants for the office’s funding, noting that “80 percent of its rare earth elements directly from China.” Using the Defense Production Act, the Trump administration also issued a grant to the company operating America's sole rare earth mine, MP Materials, to help fund a processing facility at the site of its California mine.
The Biden administration’s work on rare earths and critical minerals was almost entirely consistent with its predecessor’s, just at a greater scale and more focused on energy. About a month after taking office, President Bidenissued an executive order calling for, among other things, a Defense Department report “identifying risks in the supply chain for critical minerals and other identified strategic materials, including rare earth elements.”
Then as part of the Inflation Reduction Act in 2022, the Biden administration increased funding for LPO, which supported a number of critical minerals projects. It also funneled more money into MP Materials — including a $35 million contract from the Department of Defense in 2022 for the California project. In 2024, it awarded the company a competitive tax credit worth $58.5 million to help finance construction of its neodymium-iron-boron magnet factory in Texas. That facilitybegan commercial operation earlier this year.
The finished magnets will be bought by General Motors for its electric vehicles. But even operating at full capacity, it won’t be able to do much to replace China’s production. The MP Metals facility is projected to produce 1,000 tons of the magnets per year.China produced 138,000 tons of NdFeB magnets in 2018.
The Trump administration is not averse to direct financial support for mining and minerals projects, but they seem to want to do it a different way. Secretary of the Interior Doug Burgum has proposed using a sovereign wealth fund to invest in critical mineral mines. There is one big problem with that plan, however: the U.S. doesn’t have one (for the moment, at least).
“LPO can invest in mining projects now,” Jacquez told me. “Cutting 60% of their staff and the experts who work on this is not going to give certainty to the business community if they’re looking to invest in a mine that needs some government backstop.”
And while the fate of the Inflation Reduction Act remains very much in doubt, the subsidies it provided for electric vehicles, solar, and wind, along with domestic content requirements have been a major source of demand for critical minerals mining and refining projects in the United States.
“It’s not something we’re going to solve overnight,” Jacquez said. “But in the midst of a maximalist trade with China, it is something we will have to deal with on an overnight basis, unless and until there’s some kind of de-escalation or agreement.”
A conversation with VDE Americas CEO Brian Grenko.
This week’s Q&A is about hail. Last week, we explained how and why hail storm damage in Texas may have helped galvanize opposition to renewable energy there. So I decided to reach out to Brian Grenko, CEO of renewables engineering advisory firm VDE Americas, to talk about how developers can make sure their projects are not only resistant to hail but also prevent that sort of pushback.
The following conversation has been lightly edited for clarity.
Hiya Brian. So why’d you get into the hail issue?
Obviously solar panels are made with glass that can allow the sunlight to come through. People have to remember that when you install a project, you’re financing it for 35 to 40 years. While the odds of you getting significant hail in California or Arizona are low, it happens a lot throughout the country. And if you think about some of these large projects, they may be in the middle of nowhere, but they are taking hundreds if not thousands of acres of land in some cases. So the chances of them encountering large hail over that lifespan is pretty significant.
We partnered with one of the country’s foremost experts on hail and developed a really interesting technology that can digest radar data and tell folks if they’re developing a project what the [likelihood] will be if there’s significant hail.
Solar panels can withstand one-inch hail – a golfball size – but once you get over two inches, that’s when hail starts breaking solar panels. So it’s important to understand, first and foremost, if you’re developing a project, you need to know the frequency of those events. Once you know that, you need to start thinking about how to design a system to mitigate that risk.
The government agencies that look over land use, how do they handle this particular issue? Are there regulations in place to deal with hail risk?
The regulatory aspects still to consider are about land use. There are authorities with jurisdiction at the federal, state, and local level. Usually, it starts with the local level and with a use permit – a conditional use permit. The developer goes in front of the township or the city or the county, whoever has jurisdiction of wherever the property is going to go. That’s where it gets political.
To answer your question about hail, I don’t know if any of the [authority having jurisdictions] really care about hail. There are folks out there that don’t like solar because it’s an eyesore. I respect that – I don’t agree with that, per se, but I understand and appreciate it. There’s folks with an agenda that just don’t want solar.
So okay, how can developers approach hail risk in a way that makes communities more comfortable?
The bad news is that solar panels use a lot of glass. They take up a lot of land. If you have hail dropping from the sky, that’s a risk.
The good news is that you can design a system to be resilient to that. Even in places like Texas, where you get large hail, preparing can mean the difference between a project that is destroyed and a project that isn’t. We did a case study about a project in the East Texas area called Fighting Jays that had catastrophic damage. We’re very familiar with the area, we work with a lot of clients, and we found three other projects within a five-mile radius that all had minimal damage. That simple decision [to be ready for when storms hit] can make the complete difference.
And more of the week’s big fights around renewable energy.
1. Long Island, New York – We saw the face of the resistance to the war on renewable energy in the Big Apple this week, as protestors rallied in support of offshore wind for a change.
2. Elsewhere on Long Island – The city of Glen Cove is on the verge of being the next New York City-area community with a battery storage ban, discussing this week whether to ban BESS for at least one year amid fire fears.
3. Garrett County, Maryland – Fight readers tell me they’d like to hear a piece of good news for once, so here’s this: A 300-megawatt solar project proposed by REV Solar in rural Maryland appears to be moving forward without a hitch.
4. Stark County, Ohio – The Ohio Public Siting Board rejected Samsung C&T’s Stark Solar project, citing “consistent opposition to the project from each of the local government entities and their impacted constituents.”
5. Ingham County, Michigan – GOP lawmakers in the Michigan State Capitol are advancing legislation to undo the state’s permitting primacy law, which allows developers to evade municipalities that deny projects on unreasonable grounds. It’s unlikely the legislation will become law.
6. Churchill County, Nevada – Commissioners have upheld the special use permit for the Redwood Materials battery storage project we told you about last week.