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Donald Trump will push fossil fuels and undo renewable energy policies, but it ultimately won’t stop clean energy’s momentum.

Trump has always pushed for more oil drilling and fewer regulations, left the Paris Agreement in his first term as president, says he hates “windmills,” promised to scrap offshore wind on “day one” if he won the 2024 election, and calls climate change a “scam.” And now that he’s won, this is a direct threat to the US’s pledge to reach net zero by 2050. After all, federal policy directly impacts the pace of renewable energy growth, especially when it comes to incentives and research funding.

The Biden administration’s groundbreaking Inflation Reduction Act (IRA), which has spurred a clean energy boom, will be challenged under Trump. Because Republican states have received 80% of the IRA’s money with which they’ve built factories and created thousands of jobs, a complete IRA repeal is unlikely. What’s more probable is that the Republicans phase out tax credits earlier than planned or cap overall funding.

Federal financial support for innovative technologies and projects could also take a hit. Brendan Bell, COO of Aligned Climate Capital, who formerly led the US Department of Energy’s Loan Programs Office, told Electrek:

My partner Peter and I led the DOE Loan Program Office under President Obama. We supported the first utility-scale solar and storage projects, as well as early EV investments – including the first loan to Tesla.

Today, these technologies are commercialized and are propelling the clean energy transition. None of it would have been possible if these programs had been cut off 10 years ago.

Put simply, Trump can’t turn back the tide of clean energy – but he could delay tomorrow’s solutions and the birth of new industries.

BloombergNEF’s “2H 2024 US Clean Energy Market Outlook,” released at the end of October, examined the worst-case scenario, where control of both the Senate and the House leads to a full repeal of the IRA tax credits:

The wind, solar, and energy storage sectors jointly see a 17% drop in total new capacity additions over 2025-2035, with 927 gigawatts (GW) of cumulative build compared to 1,118GW in BNEF’s base case forecast. Wind sees the greatest fall in activity in this scenario with a 35% drop, followed by energy storage at 15% and solar at 13% relative to BNEF’s base case.

That’s a blow we can’t afford at a time when we need to reduce emissions by 50% from 2005 levels by 2030 to avoid climate disasters becoming even worse than they already are.

But all is not lost. The clean energy market isn’t solely driven by federal policy. Over the last decade, solar, wind, and EVs have become more cost-competitive and popular. State policies play a huge role too, and many states are committed to their own clean energy goals regardless of who sits in the White House. States like California, New York, and Washington have ambitious targets to combat climate change, and deep red Texas is No. 1 in the US for both solar and wind.

Corporations are also key players. Companies like Amazon, Google, and Walmart have committed to going 100% renewable, and they’re not about to reverse course. This demand keeps the market for renewables strong. Plus, there’s significant public support for clean energy jobs, and renewables create more employment opportunities than fossil fuels in many regions of the country.

JD Dillon, chief marketing officer of California-based solar tech manufacturer Tigo Energy (Nasdaq: TYGO), said to Electrek, “The march toward renewable clean energy is both inevitable and the right thing to do. In a perfect world, we would eliminate partisanship from the renewable energy conversation because everyone benefits from a cleaner environment and affordable energy. Unfortunately, none of us live in said perfect world.”

The US clean energy sector may slow down, but it’s hard to stop a train that has already left the station. What consequences this slower-moving train will have for the US and the world remains to be seen.

Read more: Trump says he’ll end the EV mandate. The only problem: there isn’t one.


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Current Classics: Rolls-Royce Phantom V gets even smoother and quieter

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Current Classics: Rolls-Royce Phantom V gets even smoother and quieter

The electric restomod experts at Lunaz have turned their talents towards the classic Rolls-Royce Phantom V limousine – and the result is exactly the kind of smooth, quiet, and luxurious ride RR’s founders would have built.

Rolls-Royce’ founders dedicated their engineering talents to developing cars that were smooth, quiet, and adequately powerful – and they spared no expense. The company Charles Rolls and Henry Royce founded would eventually go on to develop some of the most powerful and celebrated combustion engines of the twentieth century … but the car they wanted to build? It was electric.

“The electric car is perfectly noiseless and clean,” Charles Rolls told The Motor-Car Journal, all the way back in April of 1900. (!) “There is no smell or vibration, and they should become very useful when fixed charging stations can be arranged. But for now, I do not anticipate that they will be very serviceable – at least for many years to come.”

Well, 125 years seems like “many” to – and the talented craftspeople and engineers at Lunaz seem to agree. Meet the Lunaz Rolls-Royce Phantom V limousine.

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It’s glorious


Rolls-Royce Phantom V; via Lunaz.

Lunaz says it’s true to Rolls’ vision “down to the smallest, most indulgent detail.” To that end, the company re-trims the modern heated and ventilated seats in fine leathers, hand-cut and stitched to the buyers’ specifications. In the rear, the center console can be ordered with a built-in cigar humidor, a cocktail bar, or some other custom-spec, lockable storage lined in suede and polished walnut (translation: guns and drugs, probably).

When reimagining the Rolls-Royce Phantom V, (we) started by understanding the essence of its original design. Every component and dynamic was scrutinized to identify where thoughtful innovation could truly elevate the experience. The result is a harmonious blend of modern advancements and original mastery, unlocking new levels of performance, reliability and refinement while honoring Rolls-Royce’ classic soul.

LUNAZ

Like the classic Bentley S2 Continental the company revealed in 2023, the big electric Roller is equipped with an 80 kWh battery pack sending electrons to a proprietary Lunaz drivetrain featuring 400 hp worth of electric motors delivering a silky-smooth 530 lb-ft of torque, good for a 0-100 km/h (62 mph) swoosh in about seven seconds. Of course, why you’d ever ask your driver to perform such plebian stunts is simply beyond me.

The transformation and restoration took more than 5,500 man-hours to complete, and involve more than 11,000 new or reconditioned components at a cost of more than £1 million (about $1.35 million US). If you place your order today, you should get yours in 18-24 months.


SOURCE | IMAGES: Lunaz.


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Fortescue Infinity Train electric locomotive never needs fuel or charging

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Fortescue Infinity Train electric locomotive never needs fuel or charging

Fortescue has taken the wraps off a prototype of its proposed “Infinity Train” electric locomotive, making the 1,100 km (about 685 miles) trip from Perth to the Pilbara and marking a major milestone in the decarbonization of the company’s heavy haul operations.

Co-developed with the locomotive experts at Downer Group, Fortescue revealed its concept for a battery electric “Infinity Train” back in March of 2022. At the time, the company promised a “world’s first” iron ore train capable of fully charging its batteries through regenerative braking. The two companies claimed the clever technology would create a self-sustaining, zero-emission rail system powered entirely by the force of gravity during the train’s loaded downhill travels.

This week, the concept went from the drawing board to the real world, completing an 1,100 km trip across Australia and proving itself to be up to the task of handling the grueling demands of Fortescue’s massive mining operations.

“We’re thrilled to see our battery electric locomotive prototype arrive in the Pilbara,” said Ellie Coates, CEO of Fortescue Zero. She added that the achievement, using zero fossil fuels, “represent(s) a major step in Fortescue’s journey to Real Zero.”

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The Fortescue Infinity Train uses the energy produced by slowing the loaded train on downhill sections of the company’s 385 mile private, heavy-haul rail network to recharge its battery systems. That energy is enough to bring the unloaded train back to the mine, eliminating the need for external charging infrastructure or additional renewable energy sources, making the train almost entirely self-sufficient.

Fortescue says the deployment of the Infinity Train concept at its mines will eliminate more than 82 million liters of diesel fuel consumption (about 21 million gallons, which ChatGPT tells me amounts to about 235,200 tons of CO₂ emissions).

That change alone would eliminate about 11% of Scope 1 emissions annually for Fortescue all on its own, putting it well on its way to its stated goal of achieving “Real Zero” emissions-free operations.

Electrek’s Take


Infinity Train on the rails; via Fortescue.

Using gravity to charge up heavily-laden mining vehicles on downhill runs is an idea that’s been put into practice for years, with great success wherever the topography allows (since 2017, at least). Combining that clever use of gravity, traction braking, and battery storage for use on a rail system like this just seems smart, and it makes me think we’re just scratching the surface of all the clever ways electrification and battery storage will eventually get put to use.

I wonder what would happen if you threw some battery electric rail cars into the mix, as well!? You guys are smart, head down to the comments and let me know (and, while you’re there, help me check ChatGPT’s math on those carbon emissions).

SOURCE | IMAGES: Fortescue, via LinkedIn.


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Canadian study finds that 33% of commercial trucks are ready to electrify – today

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Canadian study finds that 33% of commercial trucks are ready to electrify – today

A new study by the Pembina Institute shows that a third of the commercial trucks and vans on Toronto’s roads are ready to electrify today – while nearly half could be electrified by 2030.

A new analysis by the Pembina Institute titled Electrifying Fleet Trucks: A case study estimating potential in the GTHA finds that as many as a third of trucks in the Greater Toronto and Hamilton Area (GTHA) could go electric today, rising to more than half by early 2030s — insulating businesses from rising fuel costs and reducing harmful air pollution that drives up health care costs. What’s more, the report found that battery range and charging access are less of a barrier than expected.

Real-world travel data from Canadian trucks, collected over summer and winter months, shows that electrification is possible today,” says Chandan Bhardwaj, Senior Analyst at the Pembina Institute. “In fact, with a staggered approach, the GTHA — home to over half the province’s vehicle stock — could reach 50% sales for lighter trucks by 2030, helping offset lower adoption rates for heavier trucks.”

So, what’s holding back electric vehicle adoption? According to the study’s authors, it’s a matter of public policy. But without the right policies in place, the study argues, businesses face unnecessary hurdles in making the switch.

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“Our analysis shows that Ontario has a clear path to accelerating the transition to zero-emission trucks — unlocking economic opportunities, improving public health and positioning itself as a leader in clean transportation,” says Adam Thorn, Transportation Director at the Pembina Institute. “With the right policies in place, businesses can reap the benefits of lower costs while the province strengthens its manufacturing sector and energy security.”

We already knew this


Schneider electric semis charging in El Monte, CA; via NACFE.

If all of this sounds a bit familiar, it’s probably because you’ve heard this before. The California Air Resource Board (CARB) came to very similar conclusions in their report, titled, Determining energy use patterns and battery charging infrastructure for zero-emission heavy-duty vehicles and off-road equipment.

CARB staff believe that several heavy-duty ZE vocational trucks are ready to be electrified because of their low daily mileage demands (<100 mi). Long-haul Class 8 trucks continue to be a challenge to fully electrify because of the long operation range (300+ mi) and on-demand charging need.

CALIFORNIA AIR RESOURCE BOARD

In fact, the California study came to almost the exact conclusion that the Toronto study did when examining the heavy-duty Class 7 and 8 EV market. Which is to say: it’s not a question of capability, but a question of availability.

“The availability of on-road heavy-duty ZE trucks has increased in recent years,” reads the report. “But their numbers remain significantly lower than their diesel and natural gas counterparts. As of 2022, an estimated 2,300 on-road ZE medium- and heavy-duty vehicles are operating in California, with the vast majority located in South Coast Air Bassin (Figure 1). On-road heavy-duty ZE transit buses account for the majority of all on-road heavy-duty ZEVs in California, but, as of 2023, sales of ZE heavy-duty trucks and medium-duty step vans have outpaced other vocations, indicating that these vehicles will be more prevalent in fleets in the near future.”

That’s proven to be true, with sales of Class 2 vans and other medium-duty EVs rapidly outpacing the general public’s adoption of EVs as new options became available in 2024, with no signs of slowing down in 2025 (at least, where the right policies are in place).

Here are some of the key takeaways from the Pembina Institute study from the Toronto truck market. Obviously, it won’t directly translate to every city’s truck fleet – but take a look at Toronto’s demographics and some of the key variables involved (truck size, average loads, miles driven, etc.) and you might be surprised at how similar your city and your fleet might be.

  • Businesses can save up to 40% of fuel and maintenance costs by switching to electric trucks.  
  • Electric trucks eliminate tailpipe emissions, cutting harmful air pollution and improve public health.  
  • Traffic related air pollution in the Greater Toronto and Hamilton Area leads to 700 premature deaths and 2,800 hospitalizations every year, costing health care system $4.6 billion annually.  
  • Ontario’s Driving Prosperity plan highlights the need for increased electrification, while the City of Toronto is targeting 30% of all registered vehicles to be electric by 2030.  
  • Governments worldwide are embracing electrification, setting ambitious sales targets for zero-emission vans and trucks.  
  • By 2030, jurisdictions like Europe, China, California, British Columbia and Quebec aim for about 35% of new truck sales to be zero-emission, ramping up to nearly 100% by 2040.  

SOURCES: CARB, Pembina Institute, via Electric Autonomy; featured image by PACCAR.


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