Republican lawmakers say green transition ‘cheerleader’ IEA has strayed from mandate
A pump jack operates in front of a drilling rig at sunset in an oil field in Midland, Texas U.S. August 22, 2018.
Nick Oxford | Reuters
Senior U.S. lawmakers believe the International Energy Agency has “strayed from its core mission” of safeguarding energy security and has emerged as a “cheerleader” for the green transition.
“We would argue that in recent years the IEA has been undermining energy security by discouraging sufficient investment in energy supplies — specifically, oil, natural gas, and coal. Moreover, its energy modeling no longer provides policymakers with balanced assessments of energy and climate proposals. Instead, it has become and ‘energy transition’ cheerleader,” said a letter dated March 20, penned by Republican Sen. John Barrasso of Wyoming — ranking member on the U.S. Senate Committee on Energy and Natural Resources — and Rep. Cathy McMorris Rodgers, R-Wash., chair of the U.S. House Committee on Energy and Commerce.
“IEA forecasts have a tremendous influence on shaping how the world sees future energy trends. Consequently, the IEA must conduct its energy security mission in an objective manner. We believe the IEA is failing to fulfil these responsibilities,” said the letter, which is addressed to IEA Executive Director Fatih Birol. “It should disturb you that biased parties are exploiting the IEA’s forecasts and other products to advocate for policies that undermine energy security.”
The IEA has taken a vanguard role in advocating for global decarbonization, and in a landmark 2021 analysis called for no new oil, gas, or coal development, if the world intends to achieve net-zero emissions by 2050.
Among other items, the letter signatories accused that the IEA’s 2021 report is “long on aspiration but short on the things that matter most to policymakers: objective analysis of energy flows, trade patterns, security impacts, and economic effects.”
They further inquired into the IEA’s forecast and modeling methodology, as well as into the extent of funding that the agency has received from the U.S. The IEA does not outright disclose its donors, stating that its budget and the scope of its work are determined every two years by its governing board and comprise voluntary contributions from countries, energy stakeholders and private sources.
The IEA on Thursday confirmed receipt of the letter to CNBC and stressed that its mandate remains maintaining energy security and accelerating clean energy transitions.
“In this context, we welcome feedback on our work and attach great importance to our dialogue with the U.S. Congress, where we regularly participate in hearings to provide expert testimony across a wide range of energy policy issues,” it said in a statement.
“As part of the IEA’s long-term energy system modelling, we produce a number of scenarios that are built on different underlying assumptions about how the energy system might evolve over time. As we highlight in our work, the different scenarios aim to help inform decision making by showing the effects of different policy, technology and investment choices. The scenarios are not predictions of exactly what will happen.”
The IEA’s peak demand projections, in particular, have repeatedly come under open fire from heavyweight oil producer Saudi Arabia and members of the Organization of the Petroleum Exporting Countries. OPEC itself is no stranger to U.S. pressure, with the oil alliance’s de-facto leader Saudi Arabia and the White House engaging in a brief but diplomatically visceral war of words in late 2022 over crude production cuts. OPEC has also been targeted by Congress’ long-protracted and yet-to-be-enacted No Oil Producing and Exporting Cartel (NOPEC) bill.
The lawmakers’ letter comes seven months ahead of presidential polls in the United States, where oil production has been breaking records and historically loomed as a sticking point with the domestic electorate. Incumbent U.S. leader Joe Biden has championed decarbonization, while frontrunner Donald Trump has stood by further drilling. U.S. energy major Exxon Mobil, which is battling activist investors on climate policies, has meanwhile extolled the merits of focusing on dialing down emissions, rather than extirpating the use of hydrocarbons.
The U.S. was a founding member of the IEA in the 1970s, joining a mission of responding to global oil shocks after the crisis of 1973 — when the Organization of the Arab Petroleum Exporting Countries (OAPEC) declared an oil embargo against countries that supported Israel. As part of their membership commitments, IEA countries must ensure they retain oil stock levels equivalent to at least 90 days of their net imports, with which they can respond in the event of global supply disruptions.
Two years ago, IEA countries agreed their largest and fifth-ever oil stock release in response to Russia’s full-fledged invasion of Ukraine.
Environment
Podcast: Apple CarPlay in Tesla cars, VW on Superchargers, Toyota electric pickup, and more
In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Apple CarPlay possibly coming to Tesla cars, VW getting access to Superchargers, a Toyota electric pickup, and more.
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US EV sales declined in October following the expiration of the $7,500 federal tax credit on September 30, and the average transaction price (ATP) edged up, according to initial estimates from Kelley Blue Book, a Cox Automotive brand. However, there are still deals to be had.
Kelley Blue Book’s initial estimates show that US EV sales fell to 74,835 in October, down 48.9% from September, which was a record month, and 30.3% year-over-year.
Prices also ticked up. The average transaction price (ATP) for a new EV climbed 1.6% month-over-month to $59,125, which is 2.3% higher than a year ago.
Tesla didn’t escape the downturn, but it held up better than the overall EV market. The company’s ATP fell 1.1% from September to $53,526, and its prices are 5.5% lower than they were in October 2024. Sales of the Model 3 and Model Y both declined month-over-month, and overall Tesla sales decreased by 35.3% from September and 23.6% year-over-year, which are smaller declines compared to the broader EV segment.
Cox Automotive senior analyst Stephanie Valdez Streaty said the shift wasn’t surprising:
We expected this shift in the electric vehicle market. With the IRA-backed sales incentives gone, lower-cost EV volume was hit hard, pushing the mix toward more luxury and driving October’s EV ATP to a 2025 high of $59,125 – now $9,359 above the industry average. Affordability has always been the core challenge with EV sales, and this reset only underscores how critical it is to bring more attainable EV options to market.
Electrek’s Take
September was a record-breaking month for both EV deals and sales. Dealers were offering all sorts of sweet incentives to stack with the federal tax credit to move cars off the lot. October’s sales drop was entirely anticipated, like a pounding headache after a big blowout party.
We didn’t know what the post-federal tax credit EV market would look like. As Valdez Streaty rightly states, EVs do have a higher ATP than the industry average. But it turns out that, so far, it’s not all doom and gloom, and the federal tax credit isn’t the only incentive in town.
Every month, I compile great EV lease deals, and for the last few months, some EVs’ monthly lease payments have been cheaper than before the federal tax credit expired. Many states are still offering rebates on EV purchases, and dealers still have really good deals. While cheaper models would definitely be welcome, there are good deals available right now.
And let’s not forget the fact that EVs are much cheaper to drive than gas cars, with or without that tax credit.
Read more: From $189 a month: 5 of the best EV lease deals in November [Updated]
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The Oshkosh-built Striker Volterra Electric Aircraft Rescue and Fire Fighter (ARFF) packs advanced battery technology to deliver ultra-fast emergency response performance no matter how long it needs to be in action — and Dallas Fort Worth International Airport just put six of the awesome 6×6 machines to work!
Oshkosh has been manufacturing ARFF vehicles since it first launched the MB-5 for use by the US Navy back in 1968, and they’ve been pushing the envelope of disaster response performance ever since. The company’s latest ARFF, the Striker Volterra Electric shown here, features a slanted body with front bumper designed for maneuvering through the ditches and rough terrain they might encounter on a damaged runway. It’s also big — but it’s big for a purpose. Because ARFF vehicles don’t have to navigate the confines of city streets, they can be built bigger, carry more water, more rescue equipment, and more personnel than conventional fire trucks.
As the newest members of the DFW Fire-Rescue fleet, these Striker Volterra Electric ARFF vehicles represent a significant step in DFW’s broader plan to replace its legacy fleet with a modern, electrified response system, while also making DFW the largest Striker Volterra Electric ARFF fleet operator in the US.
“Enhancing performance by reducing response times is the key driver of transitioning to these new vehicles,” said Daniel White, DFW Fire-Rescue Chief. “The Striker Volterra vehicles are faster and more agile than our current fleet. Because they are also safe for our firefighters and conscious for the environment, this investment represents a rare win-win-win, delivering operational benefits while ensuring the safety of our responders and the community we serve.”
The Striker Volterra Electric 6×6 ARFF uses a proprietary Oshkosh electric powertrain and an electro-mechanical infinitely variable transmission (read: CVT) paired to an integrated diesel generator. The setup enables zero-emission electric operation during normal station entry, standby, and low-speed tasks, eliminating firefighter exposure to their ARFF’s diesel exhaust 99% of the time. For sustained high-power demands during active fire suppression, the system seamlessly draws from both the battery and generator, ensuring uninterrupted pumping power and performance without operator intervention.
“Our commitment goes far beyond delivering a vehicle,” said Travis Ownby, sales specialist with Siddons-Martin Emergency Group. “It’s about helping departments like DFW Fire-Rescue lead the way in operational excellence and sustainability. We’re proud to support their mission with the Striker Volterra Electric ARFF vehicles.”
The addition of the Striker Volterra Electric ARFF vehicles also supports DFW’s transition to fluorine-free firefighting foam in line with FAA guidance and the industry’s move away from PFAS-based agents for a more environmentally responsible response capability across the airport.
Electrek’s Take
With the relatively short distances driven and extreme loads involved, airports present a nearly ideal use case for battery-electric vehicles in general, and their immediate off-the-line torque, improved efficiency, and ability to operate much more quietly than diesels (facilitating emergency crews’ communications) could make all the difference in an emergency situation where lives are quite literally on the line.
Plus, as demand for on-road fossil fuels drops, airports and airlines (historically responsible for about 4% Earth’s global warming) are becoming a bigger and bigger slice of a rapidly shrinking pie when it comes to fossil fuel emissions. Or, as OshKosk put it, “As airports continue to prioritize sustainability and operational efficiency, the Striker Volterra electric ARFF stands out as a forward-thinking solution that meets today’s demands while preparing for tomorrow’s challenges.”
It’s a bit pitchy, but I couldn’t agree more.
SOURCE | IMAGES: Oshkosh.
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