Week of March 10, 2025

BlackRock conforms to Trump, ends DEI goals

Following his January inauguration, President Trump issued executive orders that targeted diversity, equity and inclusion (DEI) programs, leading to changes in both public and private sectors, including at financial firms. A federal judge recently blocked parts of those orders, but companies have continued to adjust their policies anyway. BlackRock’s leadership, for example, announced in a memo that hiring managers would no longer be required to interview a diverse slate of candidates. In addition, though emphasizing the importance of inclusivity to the firm’s success, and noting its continued support of diverse talent, Black Rock said it would be reviewing all of its DEI programs. BlackRock’s recent workforce data shows significant representation of women and minority groups, including 31 percent Asian, 16 percent Latinx and 11 percent Black hires in the U.S.

European countries’ wealth climbs; climate-based aid does not

European governments, including France, the Netherlands, and the U.K., have been announcing cuts to overseas aid, citing rising energy and food costs. However, there are some who argue that these actions reflect political choices rather than economic necessity. While rich European nations have never been wealthier, and even as the public is increasingly supportive of climate action, governments continue to undermine climate solutions by cutting aid and neglecting to invest in renewable energy. This shortsightedness not only harms the global energy transition but perpetuates global inequality. 

States continue to step up as federal government guts climate policy

As the federal government rolls back climate policies, several states, particularly democratic ones, are countering by introducing bills aimed at climate disclosure and greenhouse gas emissions reporting. New York and Colorado, for instance, have reintroduced bills modeled on California’s 2023 climate disclosure rules that require companies to reveal operational and supply chain emissions. These state-led initiatives are seen by many as vital to filling the gap caused by the new federal stance, not least as evidenced by the SEC’s weakened climate disclosure rules. The state’s measures, which aim for transparency and align with global trends, are sure to face legal challenges, though. 

Washington state maintains climate law despite suit

Washington State regulations promoting the use of electric over gas appliances in new construction have survived a legal challenge from the building industry and trade groups. U.S. District Judge Kymberly Evanson ruled that the 11th Amendment’s state sovereign immunity protects state officials from lawsuits brought by parties outside of the state. The building industry had argued that the state’s regulations, which set strict efficiency standards that unfairly restricted the use of gas appliances, were preempted by federal law. The ruling follows a broader legal view that permits state and local governments to promote clean energy in the face of conflicting federal law.

Week of March 3, 2025

Repealing clean energy credits will make electricity more expensive

Electricity demand is expected to rise by 50 percent over the next decade, in large part the result of data center growth, re-shored manufacturing and industry electrification. Solar, wind and batteries can help meet this demand, but the potential repeal of clean energy credits could drastically reduce such deployments, and that, in turn, will surely increase costs. By one calculation, the repeal could cause a 14 percent rise in power generation system costs by 2035, the consequences of which would disproportionately be felt by lower-income households.

One state reclaims its frozen funding

Gov. Josh Shapiro announced that federal funding to Pennsylvania, previously frozen by the Trump administration, will be restored as a result of a lawsuit filed by his state and 22 others. The funds, totaling $2.1 billion, included money for climate-related programs that remediated abandoned mines, reduced greenhouse gas emissions and lowered homeowners’ energy costs. However, while a federal judge called for the release of funds specifically mentioned in the lawsuit, other environmental programs remain at risk, so Shapiro’s administration will continue to pursue the lawsuit to a final resolution.

The USDA is sued over deleted data

Farmers and environmental groups have filed a lawsuit against the U.S. Department of Agriculture (USDA), for removing climate-related data and resources from its website without proper notice or public input, as required by law. The lawsuit, joined by organizations such as Earthjustice and the Knight First Amendment Institute, contends that the USDA unlawfully deleted critical datasets and vital tools that farmers and ranchers need to make informed decisions about their livelihood, including information on climate-smart agriculture, forest conservation and clean energy projects.

Federal overreach could stall electric vehicle momentum

The Trump administration and House Republicans are attempting to use the Congressional Review Act to overturn California’s ban on gasoline-powered car sales by 2035. Although they argue that the policy, based on a waiver granted by the Biden administration’s Clean Air Act, must be approved by Congress, environmental groups and California officials see the effort as illegal, as waivers have not previously been subject to such review. California’s influence on the nation’s auto market has made the state’s ban a target of Republican opponents of climate policy, but if the current move is allowed, it could set a precedent that permits rescinding other environmental regulations, including methane emissions limits.

Week of Feb. 24, 2025

Trump comes for NEPA

The Trump administration has proposed a rule change that eliminates key implementation regulations of the National Environmental Policy Act (NEPA), a law from 1969 that mandates environmental review of federal projects. The change, which would take away the authority of the Council on Environmental Quality (CEQ) to regulate the way federal agencies implement NEPA, will leave a chaotic legal landscape for developers as they await court decisions about the law’s future. While proponents argue the change would streamline the permitting process for infrastructure projects, especially clean energy ones, critics warn it could favor fossil fuel development. The Biden administration’s efforts to expedite environmental reviews have already been limited, and the Trump administration’s move could shift the balance further.

SEC gives up on climate accountability rules

The acting chair of the U.S. Securities and Exchange Commission (SEC), Mark Uyeda, has signaled that the agency may roll back a controversial rule requiring public companies to disclose climate-related risks to their business. Uyeda ordered SEC lawyers to request a delay of an appeal over the rule, in a case brought by business groups and Republican state attorneys general. Critics argue the rule, introduced under former SEC chair Gary Gensler, is burdensome and unnecessary, while supporters believe it provides vital information to investors. The move has sparked criticism from SEC Commissioner Caroline Crenshaw and climate advocates, who view it as undermining investor protections.

Fossil fuels push back against Trump for green hydrogen

Oil-and-gas companies and renewable energy groups are joining forces to advocate for the preservation of the 45V tax credit, a key Biden-era incentive that supports the production of green hydrogen in the U.S. This tax credit, which allows up to $3 per kilogram of hydrogen produced, is seen as vital for advancing the clean fuel source. Industry leaders, including Exxon Mobil, Chevron, Airbus and General Motors, argue that the U.S. risks losing its competitive edge in the rapidly growing global hydrogen market without continued policy support. The credit, introduced under the Inflation Reduction Act, also has broad bipartisan support. Yet, concerns are rising that the Trump administration may seek to dismantle such green energy subsidies as the 45V credit. And some fossil-fuel companies are pushing for changes to the tax credit’s tier system to allow more fossil-fuel-based hydrogen production.

Market forces are pushing through Trump’s anti-climate agenda

Despite political shifts, the transition from fossil fuels to renewable energy continues, driven not just by climate change imperatives but by powerful market forces. Climate investing has become a robust movement, with state, local and international policies offering crucial support. States such as California, Maryland and Massachusetts have set ambitious climate goals, which, along with international frameworks such as the Paris Agreement, have helped to focus companies on sustainability trends. Clean energy investments, boosted by the declining cost of technologies such as solar panels and battery storage, are creating economic opportunities in red and blue states alike. All of which adds up to the fact that market forces seem strong enough to be able to weather short-term policy changes. Sustainability still makes good business sense.

Week of Feb. 17, 2025

Some IRA money will survive Trump’s funding freeze

Donald Trump has approved a $782 million loan guarantee for Montana Renewables, a biofuels company, which had been delayed since the beginning of his presidency due to his freeze on clean energy projects. This loan, part of a larger $1.67 billion deal, will help the company expand its plant in Montana, where it produces sustainable aviation fuel from waste fats. 

Montana Renewables, already the largest North American producer of sustainable aviation fuel, aims to increase its jet fuel production tenfold by 2028 — at a time when other clean energy projects face delays or reductions under Trump amid a broader shift in DOE loan priorities.

Despite SEC abandoned climate disclosure mandate, businesses will still comply

The SEC’s proposed climate disclosure rule, which would have required companies to report climate risks and greenhouse gas emissions, will be eliminated under new leadership following acting SEC Chair Mark Uyeda’s decision not to defend it. Originally proposed in 2022 by former SEC Chair Gary Gensler, the rule faced significant opposition, leading to lawsuits from both environmental advocates and businesses. 

Despite the impending repeal, a survey by Workiva shows that the majority of global business leaders (85 percent) plan to proceed with climate risk disclosures, driven by European regulations, state-level requirements in the U.S., and the business benefits of sustainability reporting.  

Democrats push back against Republican cuts to IRA funding

Twenty-five Democratic lawmakers, led by Rep. Sean Casten of Illinois, urged Energy Secretary Chris Wright to reconsider canceling loans issued by the Energy Department’s Loan Program Office (LPO), citing concerns that such actions would be illegal and damaging to the economy. 

The letter, spurred by reports of potential loan cancellations, questions the legal authority for such decisions and the costs involved. It highlights key projects funded by LPO loans, such as Tesla’s $465 million loan and Michigan’s Holtec Palisades Nuclear Plant, stressing the importance of the LPO in bolstering national security, advancing energy technologies and supporting U.S. manufacturing.  

Pennsylvania’s governor sues the Trump admin over frozen federal funds

Gov. Josh Shapiro of Pennsylvania filed a lawsuit against the Trump administration, challenging a wide-ranging funding freeze that has blocked hundreds of millions of federal dollars for the state’s environmental and climate programs. The lawsuit argues that the U.S. Environmental Protection Agency and other federal agencies lack the legal authority to withhold funds already appropriated by Congress, particularly for initiatives such as clean water infrastructure, greenhouse gas reduction and abandoned mine remediation. 

The freeze, which affects over $1.2 billion in federal funding, has stalled ongoing projects, delaying critical environmental efforts and risking thousands of jobs.  

Week of Feb. 10, 2025

EPA employees working on environmental justice face potential layoffs

The Trump administration is considering placing employees working on environmental justice initiatives in the U.S. Environmental Protection Agency (EPA) on administrative leave, sparking uncertainty and distress among staff. Around 100 workers may be directly affected by potential layoffs or reassignments, particularly those handling critical programs such as lead pipe replacement, hazardous waste cleanup and clean energy projects. This move follows broader efforts by the administration to cut back on environmental and diversity-focused initiatives, with significant impacts on communities, including low-income and predominantly white areas that had benefited from these programs. Many former EPA officials lament the loss of progress made on environmental justice, describing the actions as a setback for public health and economic opportunities in underserved regions. The situation has left EPA employees feeling demoralized and fearful of losing vital work aimed at improving communities’ well-being, workers say.

New Republican bill fast tracks power plant permitting

Legislation introduced in the U.S. House and Senate, known as the GRID Power Act, aims to prioritize dispatchable power plants in interconnection queues, expediting the process for essential projects that enhance grid reliability and meet growing energy demands. Dispatchable power plants would be able to adjust power generation on demand by grid operators to match the needed supply. The bill, sponsored by Rep. Troy Balderson (R-OH) and Sens. John Hoeven (R-N.D.) and Todd Young (R-IN), would grant grid operators authority to fast-track projects that bolster grid resilience. It requires the Federal Energy Regulatory Commission (FERC) to review proposals within 60 days and implement rules within 180 days. The bill has garnered support from various industry groups, including the Electric Power Supply Association and oil and gas organizations, who advocate for greater flexibility in addressing grid reliability concerns.

Trump admin halts $5 billion EV charger program

The Federal Highway Administration (FHA) announced the suspension of the Biden administration’s electric vehicle (EV) charging network under the National Electric Vehicle Infrastructure (NEVI) program, citing the need to align with current U.S. Department of Transportation policies. The NEVI program, funded by the Bipartisan Infrastructure Law, was designed to address gaps in the nation’s EV charging infrastructure, with over $3 billion already disbursed to states. The suspension, which halts further obligations under the program, is part of broader moves by the Trump administration to freeze previously approved funds, a decision criticized by environmental groups such as the Sierra Club for undermining bipartisan funding and innovation in clean energy.

Massachusetts AG holds utilities accountable for misleading EV charging plans

Massachusetts’ attorney general has criticized the state’s major utilities, Eversource and National Grid, for their proposed plans to lower the cost of charging electric vehicles (EVs) during off-peak hours, saying the savings for customers would be minimal. The utilities’ plans, which would require customers to install separate meters at a significant cost, are based on flawed calculations and overstate potential savings. The attorney general argues that the proposals would result in only small reductions in bills — around $21 per month — rather than the promised $146, and could even lead to higher costs for some customers. The attorney general’s office suggests alternative approaches, such as offering whole-home time-of-use rates or using vehicle data to apply rebates, to better incentivize off-peak charging and accelerate implementation.

Week of Feb. 3, 2025

Lee Zeldin confirmed as new head of EPA

Lee Zeldin has been confirmed as the new administrator of the U.S. EPA with a 56-42 Senate vote. A former U.S. House representative from Long Island, N.Y., Zeldin aims to prioritize both environmental protection and economic growth, echoing policies from the Trump administration, which he says will expand on efforts for clean air, water and land. His appointment comes at a time when the EPA faces shifting priorities, including potential reversals of climate-related policies from the previous administration, such as environmental justice initiatives and greenhouse gas regulations. Critics argue that Zeldin’s ties to the oil and gas industry may undermine efforts to combat climate change, while supporters expect him to bring a balanced, pro-growth approach. The EPA under Zeldin is also expected to reassess federal regulations, including those related to waste, recycling and greenhouse gas emissions, and to reappoint several Trump-era figures to key roles.

Virginia wades into the solar development debate

In Virginia, the debate over siting utility-scale solar projects on farms and forestland has intensified as the state faces decarbonization targets and growing local opposition to such developments. The Virginia Commission on Electric Utility Regulation (CEUR) recently endorsed a bill to establish an Energy Facility Review Board that would review proposed solar and battery storage projects, with a focus on helping localities align their decisions with the state’s clean energy goals. However, the bill’s revisions in response to local concerns would preserve local control while still incorporating clean energy targets. The bill comes amid increasing rejections of solar projects by local governments, raising concerns about the state’s ability to meet its clean energy targets. Tensions also revolve around land use, with some advocating for the preservation of agricultural and forested land, while others stress the need for large-scale solar to meet decarbonization goals. The political dynamics are complex, with both Democratic and Republican lawmakers weighing the balance among local autonomy, renewable energy development and economic impacts.

Minnesota rolls out state green bank despite federal funding freezes

The Minnesota Climate Innovation Finance Authority, established in 2023, is set to ramp up its lending efforts this year with a focus on clean energy and emissions reduction projects. Led by Executive Director Kari Groth Swan, the authority aims to lend at least $25 million annually to support projects that align with the state’s climate goals, such as solar energy, energy-efficient construction, and electric vehicle infrastructure. With a revolving fund model, the authority targets underserved markets, partnering with private lenders to provide financing for viable, job-creating initiatives. While the state green bank will not be the primary lender, its involvement helps projects gain traction, especially in light of uncertainty around federal clean energy funding. The authority has already received numerous applications and is focusing on projects that also meet environmental justice criteria, including those benefiting low-income communities with high non-white populations.

Trump’s tariffs will impact fossil fuels and renewable energy alike

President Donald Trump signed orders imposing significant tariffs, including a 25 percent tariff on all goods from Canada and Mexico, and a 10 percent tariff on Canadian energy products. Additionally, a 10 percent tariff was placed on imports from China. These tariffs are set to disrupt critical North American trade relationships, particularly in energy, where integrated pipelines and refineries have helped the U.S. become a major producer. The tariffs could harm industries such as oil refining, construction and automotive manufacturing, while raising consumer prices, particularly in regions dependent on Canadian oil and electricity. The potential economic impact includes a reduction in U.S. gross domestic product, increased household costs and retaliatory tariffs from affected countries. While the long-term effects are uncertain, these tariffs are widely viewed as harmful, particularly given their broad scope and the absence of exemptions for essential industries such as electronics or electric vehicle components. The move signals a shift toward a more unpredictable and confrontational trade policy under Trump, with far-reaching consequences for U.S. manufacturing and international relations.

Week of Jan. 27, 2025

Climate hacking defendant accuses Exxon of being complicit

An Israeli man charged with hacking in a case involving climate activists alleges in court filings that the stolen information from activists was allegedly taken at the behest of Exxon Mobil and the lobbying firm DCI Group. While neither company has been accused of wrongdoing, the hacking operation is linked to efforts to counter climate lawsuits targeting oil companies for their role in climate change. The hacking campaign, which spanned from 2012 to 2019, allegedly involved stealing information from activists who were part of lawsuits seeking billions in damages from companies such as Exxon. The defendant, Amit Forlit, is fighting extradition to the U.S. where he faces charges related to the hacking, and his defense argues the case is politically motivated, aimed at undermining Exxon. The U.S. government has dismissed this claim, emphasizing the criminal nature of Forlit’s actions, which included allegedly stealing sensitive information for financial gain. Both Exxon and DCI Group have denied any involvement in the hacking scheme.

Trump pauses all renewable energy projects on public lands, jeopardizing projects

The Trump administration paused approvals for new renewable energy projects on public lands and waters for 60 days, halting leases, rights of way and contracts for wind and solar energy development. The Interior Department’s order, signed by acting Secretary Walter Cruickshank, aims to review legal and policy questions related to renewable energy projects. This action aligns with Trump’s ongoing opposition to wind energy, although it extends to solar power as well. Critics, including the Sierra Club, argue that the move undermines efforts to address energy needs by stifling low-cost renewable energy while potentially benefiting fossil fuel interests. This pause comes amid broader discussions about energy policy and emergency declarations surrounding fossil fuel production.

To adjust for increased energy production, interconnection process must evolve

Utilities and grid operators are being advised to streamline the complicated flow of energy to create more efficiencies within the system. Improving distributed energy resource, so-called DER, interconnection processes will require increasing data access, streamlining study workflows and revising cost allocation approaches, according to a Jan. 16 report from the U.S. Department of Energy’s Interconnection Innovation e-Xchange, or i2X. The i2X roadmap outlines strategies to address delays, focusing on improving interconnection studies, streamlining processes, reducing costs and ensuring grid reliability. It also sets ambitious goals for 2030, including significantly shorter interconnection times, higher completion rates and better data availability, aiming for more efficient integration of DERs into the grid. From 2010 to 2023, the number of residential rooftop solar systems in the U.S. grew from 89,000 to 4.7 million, while community solar capacity expanded from 1 GW to 7 GW. However, the wait times for interconnecting DERs, including solar and energy storage systems increased, with California’s median wait time rising from 60 to 100 days between 2010 and 2022. 

Wall Street doesn’t see the profit in Trump’s ‘drill baby drill’

Despite President Donald Trump’s push for increased U.S. oil production during his second term, Wall Street’s reluctance to invest heavily in drilling and the current price pressures are expected to limit output growth. Shale executives, including Wil VanLoh, CEO of Quantum Energy Partners, argue that financial considerations, not political agendas, will dictate production levels, and Wall Street has little incentive to fund expansive drilling. While U.S. oil production reached a record high in 2024, analysts predict a modest increase of less than 1.3 million barrels per day in the coming years, far below the increases seen under Biden. The push for deregulation and drilling in areas such as Alaska may not significantly boost activity, as low oil prices, currently around $74 a barrel, hinder investment. Even Trump’s recent executive orders to open new drilling areas are unlikely to lead to a major production surge without higher prices, with some experts forecasting oil prices could fall further to $64 a barrel, stalling shale growth.

Week of Jan. 20, 2025

Calls for a global tax on shipping emissions grow louder

Support for a global levy on maritime emissions is growing, with more governments, including shipping-dependent nations such as Panama and Liberia, joining the push led by Pacific island states. The levy proposal would require ship owners to pay for every tonne of greenhouse gases emitted, encouraging the use of cleaner fuels, such as ammonia and hydrogen, over more polluting options such as bunker fuel. While some countries back this approach, others, particularly in South America, express concerns about the potential rise in shipping costs, which could affect food security and exports. Debates on whether to impose a levy, a fuel standard or both will continue through talks in February and April, with any final agreement expected by October. The levy could raise over $100 billion annually, with proposals suggesting that funds could support clean fuel development and help address the economic impacts on developing nations. However, disagreements remain over how funds should be distributed and whether they should be used solely for shipping or for broader climate goals.

Biden finalized $6.6 billion loan to Rivian before leaving office

The Biden administration finalized a $6.6 billion loan to electric vehicle maker Rivian to build a plant in Georgia that will produce mass-market SUVs and crossovers, with a focus on creating 7,500 jobs by 2030. The loan’s closure comes just days before President-elect Donald Trump takes office, amid expectations of a rollback on climate-related spending. Trump ally Vivek Ramaswamy criticized the loan, suggesting it could be a political move aimed at challenging Tesla and Elon Musk. Additionally, the administration also secured a $1.7 billion loan to fund six hydrogen energy production facilities. The Energy Department’s Loan Programs Office has announced a total of $60.6 billion in tentative loan commitments.

NREL calls for wind turbine tech

The U.S. Department of Energy’s National Renewable Energy Laboratory (NREL) issued a request for proposals (RFP) to support domestic manufacturers of small and medium-sized wind turbines, aiming to expand access to distributed wind energy technology. The RFP, part of the Competitiveness Improvement Project, offers up to $2.5 million in awards for turbine manufacturers with less than 1 MW capacity, with awards up to $800,000 for areas such as prototype development, testing, certification and manufacturing process innovation. This initiative seeks to lower the high costs of turbine manufacturing and certification for small businesses, encouraging domestic production, job creation and market competitiveness in distributed wind energy. Since its inception in 2012, the project has awarded $18.5 million, and submissions for the 2025 cycle are due by March 28.

North Carolina community struggles with impacts of wood pellets industry

Jane Thornton and her neighbors in Faison, North Carolina, have spent years battling the environmental impact of a nearby wood pellet plant, initially trying to stop its construction and now focusing on mitigating its dust pollution. The pellet industry, largely driven by a carbon accounting loophole, has been linked to increased carbon emissions, with pellets made from hardwood trees being shipped to Europe and burned for energy, often causing more pollution than coal. In addition to dust, the industry’s negative impacts on public health, particularly in low-income communities of color in the Southeast, include respiratory issues exacerbated by fine particulate matter. While Thornton and other activists have pushed for dust control regulations, progress has been slow. However, a recent success in requiring a dust management plan for a pellet facility in Wilmington has given them hope that more stringent measures could be applied to other mills, although broader concerns about the industry’s environmental harm remain unresolved.

Week of Jan. 13, 2025

What 2025 state renewable energy policy has in store

As the U.S. enters 2025, clean energy progress is increasingly shaped by states, with many having already passed major legislation and now focusing on the challenging task of implementation. Unlike in 2017, when Donald Trump’s election prompted states to pick up the slack from the federal government and lead in renewable energy, the political landscape has shifted, and most Democratic-controlled states have already enacted clean energy laws. Key developments to watch in 2025 include New Jersey’s push to codify a 100 percent clean electricity goal, California’s ongoing efforts to expand renewable energy and address permitting challenges, and Texas’s uncertain approach to balancing its renewable energy leadership with fossil fuel interests. Additionally, Massachusetts, New York and Illinois are focused on implementing or modernizing policies to support clean energy and grid reliability. With no major Democratic trifectas gained in the 2024 elections, clean energy advocates will likely focus on incremental advances in 2025, as federal progress remains uncertain.

Colorado orders gas and oil companies to cut midstream emissions

Colorado implemented rules to reduce greenhouse gas emissions from midstream oil and gas operations, such as natural gas compressor stations, marking a national first. The new regulations mandate the removal of combustion-fuel equipment in favor of clean, electrified systems, aiming for a 20.5 percent reduction in emissions by 2030. While state officials argue these changes align with previous legislation and help fulfill Colorado’s broader climate goals, environmental groups express concerns over delayed enforcement, the use of a credit trading system, and the potential for disproportionately affected communities to suffer. Despite these concerns, state officials emphasize the new rules’ potential to significantly reduce emissions and improve air quality, particularly by cutting nitrogen oxide pollutants that contribute to ozone violations in Colorado.

Energy Department awards Toyota $4.5 million for battery production

The Department of Energy’s Advanced Research Projects Agency-Energy (ARPA-E) awarded $4.5 million in funding to Toyota to help develop a circular domestic supply chain for electric vehicle (EV) batteries. Toyota is collaborating with Oak Ridge National Laboratory, the National Renewable Energy Laboratory, and Baker Hughes’ Waygate Technologies to create an automated robotic process for disassembling batteries, classifying them using data-driven methods, and addressing cell degradation. The initiative aims to address bottlenecks in the current battery recycling system, supporting the growing need for EV battery recycling as adoption of electric vehicles increases. The project will also focus on advanced diagnostic tools and refabrication methods to recycle battery cells into new energy systems, extending the lifespan of battery components and reducing emissions per mile.

Minnesota counties demonstrate how to make the most of local energy development

The Rural Minnesota Energy Board (RMEB), established in the 1990s, played a crucial role in fostering clean energy development in southwestern Minnesota by providing consistent support for wind and solar projects. The board, which represents 18 rural counties, facilitates community engagement, drafts energy-related ordinances and educates the public on energy benefits. It helped secure the wind energy production tax, which generates millions in local revenue, supporting economic development and reducing opposition to energy projects. This collaborative approach has created a stable environment for renewable energy, attracting both wind and solar developers and is considered a model for other regions. The board also lobbies for state policies to support clean energy, ensuring continued growth and minimizing controversies, particularly in rural areas with fewer local energy initiatives.

Week of Jan. 6, 2025

Biden’s new hydrogen climate rules have some wiggle room

The Biden administration finalized new climate rules Jan. 3 for the hydrogen energy industry, offering stricter guidelines than before but incorporating flexibilities to make them more industry-friendly. These regulations, issued by the Treasury Department, determine which hydrogen facilities qualify for tax credits designed to support the development of low-emission hydrogen as a cleaner energy source for hard-to-decarbonize industries such as aviation, steel and cement. While the final rules retain certain safeguards — such as requiring electrolytic hydrogen to be paired with additional clean power — new provisions allow existing nuclear plants to count as new energy sources and delay hourly power-matching requirements. The rules also offer exemptions for electrolytic projects in states such as California and Washington due to their stringent emission caps. Although some concerns remain about methane-based hydrogen and nuclear exemptions, industry groups have largely welcomed the changes, while future political shifts, particularly under a new administration, leave the long-term outlook uncertain.

Big oil spent $219 million to influence the 2024 US election

The oil and gas industry spent over $219 million to influence the 2024 U.S. elections, with about $67 million in direct contributions to candidates, $26 million to successful races, members of and $151 million in outside spending through PACs and other groups. The majority of this money, approximately 88 percent, went to Republican candidates. This level of financial influence, a result of the 2010 Citizens United Supreme Court ruling, marks a stark contrast to the 1990s, when fossil fuel donations were more evenly split between Democrats and Republicans. In addition to campaign contributions, the industry also spends over $100 million annually on lobbying to shape policies that favor its interests, including opposing climate regulations and promoting misinformation on climate change. This financial power has a profound impact on legislation and public perception, with the industry seeking to protect its profits despite the growing environmental damage caused by fossil fuels.

Climate leader Illinois vows to continue its agenda even with potential new federal barriers

Illinois environmental and clean energy advocates are gearing up to navigate a second Trump presidency, which may hinder federal climate progress and its aid to individual states. Despite potential challenges from a federal rollback of climate policies and funding — such as cuts to tax credits and grants under the Inflation Reduction Act (IRA — Illinois has already secured substantial federal funding, including over $430 million for clean energy projects, which advocates believe will continue to have lasting impacts. The state, which expanded its clean energy initiatives with the 2021 Climate & Equitable Jobs Act (CEJA), is also preparing for further legislation in 2025 to advance energy storage and decarbonization goals. Although federal action could weaken environmental protections, especially around coal ash, Illinois’ robust state and local policies, including Chicago’s environmental justice initiatives, are seen as vital in counteracting federal setbacks. Advocates remain focused on state-level action, confident that Illinois can still make significant strides in clean energy and environmental justice even in a less supportive federal environment.

Upcoming DOGE could slash fossil fuel subsidies along with climate subsidies

President-elect Donald Trump’s plans to overhaul the federal government with the newly created Department of Government Efficiency (DOGE) could significantly affect U.S. environmental policy. Led by Elon Musk and Vivek Ramaswamy, DOGE aims to cut $2 trillion from the budget and reduce the federal workforce by 75 percent. While the department’s aggressive cost-cutting strategy might threaten the Biden administration’s climate agenda, particularly the Inflation Reduction Act, it could also eliminate fossil fuel subsidies, which amount to billions in government handouts. Advocates for environmental reform hope DOGE might target subsidies such as tax breaks for drilling and fossil fuel extraction, which cost taxpayers billions annually. However, experts caution that powerful lobbying from the oil and gas industry may prevent substantial changes, leaving hidden subsidies, such as pollution allowances, largely untouched. Environmentalists are watching closely to see if DOGE’s actions will align with their hopes for reducing harmful federal support for fossil fuels and inefficient biofuels such as corn ethanol.

Week of Dec. 23, 2024

Local governments in Washington state sue to block pro natural gas law

A 2023 ballot initiative, I-2066, passed by a narrow margin, prohibits state and local governments from restricting access to natural gas and requires utilities to provide it to any customer, even where other energy sources are available. Opponents – composed of local governments and climate advocacy groups and – of I-2066 filed a lawsuit Dec. 11 arguing that it oversteps by blocking future regulatory efforts to reduce gas use. Meanwhile supporters, including the Building Industry Association of Washington, emphasize the initiative’s protection of consumer choice in energy sources. In recent years, local and state efforts to reduce natural gas use in buildings have faced strong opposition, especially from gas and building industry groups. In 2023, a federal appeals court struck down Berkeley, California’s landmark ban on gas hookups in new construction. Similarly, Washington state has passed regulations aimed at reducing gas use, including requiring new buildings with gas appliances to meet energy savings comparable to electric alternatives. 

By 2035, IRA projects will grow US economy by $1.9 trillion, according to new study

A study commissioned by the American Clean Power Association (ACP) and conducted by global advisory firm ICF projects that the Inflation Reduction Act (IRA) will boost the US GDP by $1.9 trillion over the next decade. The IRA is expected to generate a fourfold return on taxpayer investment, delivering $740 billion in tax credits and over $1 trillion in emissions benefits. The law will stimulate $3.8 trillion in net spending, create 13.7 million jobs and increase household income by $846 billion. Despite concerns about potential changes under future administrations, analysts believe a full repeal is unlikely. Supporters, including the ACP and the U.S. Chamber of Commerce, argue that the IRA strengthens national security, enhances economic competitiveness, and drives significant investment in clean energy infrastructure, fostering long-term growth and emissions reductions.

EU Green Deal’s success delivers a boosted economy and stronger climate policies

As the world enters the “decisive decade” for climate action, the U.S. and European Union are facing distinct challenges in their efforts to combat climate change. While U.S. policymakers work to defend and build upon clean energy legislation passed under the Biden administration, the EU is advancing its climate agenda with the European Green Deal and its Fit for 55 policy package, aimed at reducing emissions by 55 percent by 2030. These policies have already achieved a 49 percent emissions reduction, driven by an expanded Emissions Trading System (ETS) and stricter CO₂ vehicle standards. This transition is expected to create nearly 2 million jobs and boost the EU’s GDP by over 300 billion euros by the end of the decade. However, significant work remains, including closing a 300-million-ton emissions gap and crafting policies to ensure the competitiveness of European industry while meeting future emissions targets. The EU is now focused on achieving a 90 percent emissions reduction by 2040 through strategies such as industrial electrification, clean hydrogen and scaling clean power, while managing potential trade-offs in areas such as electricity demand and biomass use. Policymakers must make informed decisions to maximize economic benefits and protect public health as they navigate the path to meeting ambitious climate goals.

Department of Energy warns US natural gas expansion will raise costs and emissions

The U.S. Department of Energy released a long-awaited analysis on the impact of liquefied natural gas (LNG) exports, warning that further expansion would increase greenhouse gas emissions and drive up energy costs for U.S. consumers. The study, which follows a temporary pause in LNG export permits, concludes that expanding fossil fuel exports would harm the economy, exacerbate climate change and delay the global shift to clean energy. Environmental groups welcomed the findings, which align with concerns about the negative environmental and public health effects of LNG, such as air pollution and the climate impact of fracking. Critics, including climate advocates and legal experts, argue that LNG exports benefit the oil and gas industry at the expense of public well-being, and call for a reevaluation of existing and proposed export projects. In contrast, the oil and gas industry continues to push for the expansion of LNG export capacity, despite growing calls for climate action.

Week of Dec. 16, 2024

California rolls out $1.4 billion plan to deploy 17,000 EV chargers

The California Energy Commission (CEC) approved a $1.4 billion plan Dec. 11 to expand the state’s emissions-free transportation infrastructure, including the installation of nearly 17,000 new electric vehicle (EV) charging stations and hydrogen refueling sites. Over the next four years, funds will be allocated through competitive grants, aiming to increase California’s total EV chargers from 152,000 to 250,000, the most in the country. The plan focuses on supporting low-income and disadvantaged communities, ensuring equitable access to clean transportation options. This investment is part of California’s broader $48 billion climate budget and is backed by federal funding from the Biden administration. Gov. Gavin Newsom emphasized the importance of making EV infrastructure accessible in underserved areas, while also responding to potential challenges to federal EV incentives under a future Trump administration.

Biden administration continues to spend IRA funds as the clock runs out

The Biden administration is urgently working to finalize and disburse funds from key climate-related laws, such as the Inflation Reduction Act (IRA), before the end of Biden’s term. With 98 percent of the funds legally allowed to be dispensed in October already allocated, White House Chief of Staff Jeff Zients emphasized the need to expedite the process to ensure as much funding as possible is committed before the potential rollback of these policies under a future Trump administration. Democrats, including Sen. Ed Markey and Rep. Alexandria Ocasio-Cortez, have urged the administration to accelerate the release of climate and clean energy funds to prevent their politicization or redirection by Republicans. While most of the funds are already disbursed, there is a focus on securing the final portion to solidify progress on climate initiatives before a potential shift in leadership.

Asset owners are still not prioritizing climate policies in any manner

With the impact of 2024 elections, climate-conscious investors are closely watching potential changes in climate policies, especially in the U.S., which could challenge institutional investors with ambitious net-zero targets, particularly those holding significant government debt. A new study by InfluenceMap, assessing the climate policy stewardship of the world’s largest asset owners, highlights mixed results. While U.S. pension funds and U.K. insurers such as Phoenix Group excelled in climate lobbying stewardship, with some scoring as high as B-plus, the majority of asset owners scored poorly, with three-quarters receiving D-plus or below. Despite positive performances by some, the report found that no asset owner fully leveraged all available tools to influence government policy for net-zero by 2050. Key areas of improvement include better direct and indirect lobbying, with only a few asset owners, such as CalPERS and NYCRS, aligning with science-based climate goals. Experts emphasize the need for clearer, more consistent policy signals and greater engagement with asset managers to advocate effectively for climate policy.

Houston City Council member calls out hypocrisy of ExxonMobil promoting plastic recycling

A new report by Houston City Council member Letitia Plummer criticizes the city’s support for pyrolysis, a form of chemical recycling promoted by ExxonMobil and other industry players as a solution to plastic waste. Pyrolysis involves using heat and pressure to break down plastics into oil and gases, but environmental groups argue it is akin to incineration and does little to reduce plastic pollution. Plummer’s report raises concerns that pyrolysis perpetuates fossil fuel extraction, generates hazardous emissions and results in minimal reusable plastic, with most output being burned as fuel. The report also recommends that Houston focus on reducing single-use plastics and expanding traditional recycling methods instead of relying on chemical processes. This criticism follows ongoing concerns about the city’s partnership with ExxonMobil and other stakeholders in the Houston Recycling Collaboration, which has faced scrutiny over its effectiveness and lack of transparency. Environmental advocates, including Air Alliance Houston, support Plummer’s call for more accountability and stronger local policies to address plastic waste.

Week of Dec. 9, 2024

FERC data shows exponential growth in electricity demand forecasts

Data from the Federal Energy Regulatory Commission shows a significant increase in U.S. electricity demand forecasts, with peak load growth expectations rising sharply from 39 GW in 2023 to 67 GW in 2024. Nationwide electric demand is projected to increase by 15.8 percent by 2029, with notable regional growth in Texas, PJM (13 states), Georgia, and the Pacific Northwest. A key driver of this demand surge is the rapid expansion of data centers, particularly in areas such as Dallas, Northern Virginia, and Atlanta. While data centers are a major factor, the report also acknowledges uncertainty around load forecasts, especially in sectors such as electrification and hydrogen adoption, which may influence demand in the 2030s. The report raises concerns that the current data center boom, fueled by AI demand, could lead to grid overcapacity, echoing the overbuilding seen during the internet boom of the 1990s.

Democrats push Biden to spend remaining IRA climate funds

Sen. Ed Markey, Rep. Alexandria Ocasio-Cortez and other Democratic lawmakers Dec. 4 called on President Joe Biden to expedite the disbursement of climate-related funds from the Inflation Reduction Act (IRA) and Bipartisan Infrastructure Law (BIL) before his term ends in January. In a letter signed by prominent Democrats including Sen. Bernie Sanders and Rep. Raúl Grijalva, they urged the administration to quickly release funds for key climate programs across various federal agencies, including the Department of Energy, EPA and the Department of Transportation, to prevent future politicization of these initiatives. The letter also advocates for the release of guidance for tax credits, particularly for hydrogen power and electric vehicle chargers, which have yet to be published. While the letter does not directly reference President-elect Donald Trump, it comes in the context of concerns that a potential Republican administration might alter or limit the disbursement of these funds.

Treasury finalizes another IRA tax credit under the wire

As the Biden administration nears its end, the Treasury Department finalized rules for the Section 48 Investment Tax Credit, a key provision of the Inflation Reduction Act (IRA), which offers a 30 percent tax credit to project owners investing in clean energy production. This tax credit, along with the production tax credit, expands on long-standing policies that have supported solar and wind energy. While the newly released rules focus on the legacy credits, which include standalone energy storage and remain available for projects that begin construction this year, future projects can opt for either the legacy or the technology-neutral credits, which take effect next year. The final regulations clarify what qualifies for these credits, such as the equipment used to purify biogas. However, with Republicans set to take control in Washington, the fate of the IRA’s clean energy tax credits is uncertain, as GOP lawmakers may seek to revise or dismantle parts of the legislation.

North Carolina town sues Duke Energy for climate ‘deception’

The town of Carrboro, North Carolina, filed the first climate “deception” lawsuit against an electric utility, accusing Duke Energy of a decades-long campaign of denialism and misinformation about the dangers of fossil fuel emissions. The lawsuit claims that Duke Energy intentionally spread false information to stall the transition to clean energy, despite knowing since the 1960s about the harmful effects of carbon dioxide. The town argues that Duke’s actions, which included funding climate skepticism, hindered public action on climate change and protected the company’s fossil fuel-based business model. Located in the middle of North Carolina, Carrboro is seeking compensation for the costs incurred from climate-related damage, estimated at $60 million, including road repairs and stormwater system upgrades. This case marks a shift in climate litigation, targeting utilities for their role in burning fossil fuels, although experts caution that such lawsuits rarely succeed.

Week of Nov. 25, 2024

Trump’s proposed EV credit rollbacks threatens Tennessee’s economic transition

Tennessee’s burgeoning electric vehicle (EV) and clean energy industries, which have attracted over $12 billion in investments since the Inflation Reduction Act (IRA) was passed in 2022, could face significant setbacks due to uncertainty surrounding potential policy changes under President-elect Donald Trump. The IRA, which incentivizes both EV manufacturing and consumer purchases, has been a key driver of these investments, through projects such as Ford’s BlueOval City and battery plants by BlueOval SK. Trump’s transition team has suggested rolling back EV tax credits, raising concerns that the removal of consumer incentives could destabilize the industry. Despite bipartisan support for these incentives in Tennessee, including from Republican lawmakers, analysts warn that such policy shifts could disrupt ongoing investments and hinder long-term economic growth, especially in rural areas that have benefited from clean energy projects.  

How repealing the IRA will harm the US economy 

Repealing the Inflation Reduction Act (IRA) would harm the economy, potentially costing the U.S. billions in lost investment, exports and jobs, while ceding valuable clean energy opportunities to global competitors such as China and South Korea, according to Energy Innovation, a non-partisan climate and energy policy think tank. The IRA has driven a significant surge in U.S. manufacturing, attracting over $500 billion in private investment and creating more than 334,000 jobs between 2022 and 2024. Republican-led districts have received the majority of this investment, sparking bipartisan support for the IRA, even from Republican lawmakers and business groups. Analysis suggests that maintaining the IRA could create up to 1.3 million jobs and boost GDP, making it a critical tool for energy security, economic competitiveness and environmental goals.

Ann Arbor, MI residents vote in a clean energy utility

Voters in Ann Arbor, Michigan overwhelmingly decided to create a “sustainable energy utility” (SEU) that will complement the existing grid by providing residents with cleaner, more reliable energy. The SEU will focus on installing solar panels, batteries and energy efficiency upgrades, aiming to improve resilience and reduce dependence on Detroit-based utility DTE Energy, which has struggled with power outages. This initiative is part of Ann Arbor’s broader climate goal of achieving carbon neutrality by 2030. Unlike traditional utilities, the SEU is a nonprofit entity that will offer clean energy at cost and allow neighbors to share excess solar power. The project plans to avoid major legal battles or infrastructure buyouts, instead relying on voluntary customer participation and leveraging the city’s strong credit rating for affordable financing.  

SEC Chair Gary Gensler to step down on Inauguration Day

SEC Chair Gary Gensler announced his decision to step down from the SEC on Jan. 20, the day of President-elect Donald Trump’s inauguration. In his tenure, Gensler implemented several significant regulatory changes, most notably requiring companies to disclose the financial impacts of climate change on their operations, rules that have been stalled by litigation. The SEC also introduced rules to increase transparency in the $28 trillion U.S. Treasury market by promoting central clearinghouses for Treasury securities and tightening broker-dealer registration requirements. Additionally, Gensler’s SEC sharpened cybersecurity disclosure rules and expanded oversight of auditors, particularly in China-related companies. Gensler was also vocal about addressing risks in the crypto market, which led to significant attention on the need for investor protections.  

Week of Nov. 18, 2024

Exxon Mobil CEO publicly calls for Trump to keep IRA

Exxon Mobil CEO Darren Woods urged the incoming Trump administration to avoid drastic climate policy changes and reject carbon border taxes favored by some Republicans. In a recent interview with Politico, Woods emphasized the importance of maintaining a consistent long-term approach to addressing global emissions, warning that policy swings would make the climate challenge harder to manage. Trump has pledged to roll back Biden-era climate policies and re-exit the Paris Agreement, but Woods suggested a more measured approach, stressing the need for a regulatory system focused on carbon intensity rather than punitive tariffs on imports.

Woods also expressed support for the Inflation Reduction Act (IRA), which has delivered both environmental and economic benefits, and expressed hope that the Trump administration would maintain some consistency in policy to avoid economic disruptions.

Despite the Biden administration’s focus on clean energy, the U.S. has remained the world’s top oil and gas producer and is off track to meet its climate goals. Woods called for a rational, global framework to reduce emissions while balancing the needs of industry and the environment.

A DC Circuit Court comes for NEPA 

A ruling by the D.C. Circuit Court of Appeals cast doubt on the legal authority of the National Environmental Policy Act (NEPA), one of the U.S.’s oldest and most important environmental laws. The court ruled that the Council on Environmental Quality (CEQ), which has issued guidelines for NEPA compliance since 1970, does not have the authority to create binding regulations with the force of law. This decision could significantly alter the way NEPA is applied, undermining decades of legal precedents and potentially slowing or accelerating federal infrastructure projects.

NEPA requires the federal government to assess the environmental impacts of major projects, and its permitting process has become controversial due to lengthy and complex studies. The decision could disrupt the federal permitting system, as NEPA studies might become more inconsistent, with judges having more power to interpret the law in the absence of clear guidelines.

Trump picks fossil fuel executive as energy secretary

Donald Trump announced Chris Wright, CEO of Denver-based Liberty Energy, to serve as his new energy secretary. Wright is a staunch advocate for increased oil and gas development, including fracking, and is critical of climate change efforts. He has voiced opposition to what he calls a “top-down” approach to climate action and argues that more fossil fuel production is needed globally to combat poverty. Wright’s nomination to head the U.S. Department of Energy has garnered support from influential conservatives, including oil tycoon Harold Hamm and Mike Sommers of the American Petroleum Institute, who are keen to lift the Biden administration’s pause on natural gas export permits.

Wright is a “champion of dirty fossil fuels,” said Jackie Wong of the Natural Resources Defense Council. His background includes founding Pinnacle Technologies, which helped pioneer commercial shale gas production through fracking. If confirmed, Wright would join North Dakota Gov. Doug Burgum in shaping U.S. energy policy during Trump’s second term, with a focus on expanding fossil fuel production and reinforcing energy security.

Massachusetts bill prioritizes clean energy expansion

Massachusetts lawmakers passed a landmark climate bill aimed at reducing greenhouse gas emissions and accelerating the state’s transition to clean energy. The bill, which Gov. Maura Healey is expected to sign into law, introduces key measures to limit gas pipeline expansion, streamline renewable energy project approvals, and incorporate geothermal energy for heating and cooling in homes.

A major component of the bill is the simplification of the permitting process for clean energy projects. The Energy Facilities Siting Board will oversee approvals, reducing delays and obstacles that have historically hindered progress.  

The legislation includes ambitious energy storage goals and extends contracts for offshore wind and battery storage to 30 years. It also facilitates energy cooperation with neighboring Connecticut, allowing Massachusetts to import nuclear power in exchange for wind energy from its Vineyard Wind project.

Week of Nov. 11, 2024

Here are the climate policy developments we are following this week: 

COP 29 opens under a big cloud

The UN’s COP29 climate summit began in Baku with a focus on setting a new finance target for helping developing countries address climate change. Conflicts over th