EPA’s Zeldin starts efforts to poison you, raise fuel costs and harm US industry
Lee Zeldin, titular head of the Environmental “Protection” Agency, officially announced several efforts to harm Americans’ health, increase their fuel costs by tens of billions of dollars per year, and to ensure that US manufacturing be less competitive into the future.
Zeldin called his actions today, mostly in the form of press releases declaring rollbacks of money-saving and pollution reducing measures, “the greatest day of deregulation in US history.”
Between the Obama and Biden administrations, the US saw significant progress on the environmental front, with federal rules cleaning up air and water pollution from power plants and vehicles, encouraging the onshoring of clean manufacturing, and increasing efficiency thus saving Americans money on energy costs.
All in all, the Biden-Harris administration’s policy improvements would save over $250 billion per year and 200k lives, all while making US industry more prepared for the global green transition that is happening now whether you like it or not.
However, that’s all bad news for the enemies of America, and so today, one of them started efforts to reverse all of those positive moves.
Unfortunately for America and the world, the current occupier of the White House is convicted felon Donald Trump, who finally received more votes than his opponent on his third attempt (despite committing treason in 2021, for which there is a clear legal remedy).
And, in what is a common trend, his appointee to the position of Chief Saboteur at the Environmental Destruction Agency is one of the worst people possible for the job: Lee Zeldin, a man who has taken $269,608 in lifetime political bribes from the oil industry and, in return for those bribes, says he wants to protect clean air by making the air dirtier.
Today Zeldin put that claim into action… er, well, into more talk… by releasing a swath of unspecific press releases declaring his intent to increase harm and costs for Americans in all sorts of realms.
Most of these press releases focus on the same platitudes and Orwellian doublespeak that we have come to expect from a bought-and-paid oil stooge, claiming that the efforts will reduce costs when they in fact will raise costs, and that they will somehow clean up the environment while they dirty it.
A few specific efforts are pointed out, such as trying to reverse an electric vehicle mandate that doesn’t exist, showing that Zeldin is not just hostile to Americans, but also ignorant of the policy that he’s supposed to be administering. And, flying in the face of science, an effort to remove the EPA’s endangerment finding – a scientific finding which correctly acknowledges the danger of greenhouse gas emissions.
Zeldin also uses some questionable language, such as acknowledging that he’s putting a “dagger straight into the heart” of efforts to lower your costs and rid your life of the poisons that he has been paid to spread.
However, the true effects of these initiatives has not yet been seen, and is even hard to predict given the unspecific nature of the claims made and the long timelines for US rulemaking.
US rulemaking is a long and deliberate process that requires consensus and for rulemaking to have a scientific basis. Rules cannot be “arbitrary and capricious” – which makes it hard for a group of people who embody those terms more than almost anyone on Earth to push anything through.
This is also why Biden’s EPA rules took years to implement and went through many rounds of modification and hundreds of pages of well-considered scientific backing (I read it, and doing so gave me a lot of faith in the way government thinks through things. You should try the same, in a field you have expertise in). And why some rules didn’t make it in under the deadline before the saboteurs took over. In the same way, you can’t just blow everything up overnight – there’s a process involved here.
Further compounding Zeldin’s attempted sabotage of American interests is a recent court opinion overturning the Chevron rule. The effect of this would be that administrative agencies like the EPA have less authority to make changes on their own without going to courts or Congress first, which means that any changes made by Zeldin can potentially be challenged even moreso by the actual environmental protectors of this country – nonprofits like the Natural Resources Defense Council, Sierra Club, Environmental Defense Fund and others.
These groups had significant success in challenging moves made by corrupt oil stooge Scott Pruitt and ignorant coal lobbyist Andrew Wheeler to sabotage American health during Mr. Trump’s first occupation of the White House. The NRDC, for example, won over 90% of the cases they brought during that time frame.
And the groups are all lining up to oppose these harmful actions today.
“The Trump administration’s plans, as announced by executive order, would gut the bedrock national and state clean air standards that have been reducing air pollution and protecting communities across the country. They would also undermine investments, jobs and affordability for clean vehicles. The public has a right to know what the Trump administration is doing and why they are pursuing this harmful agenda. We are going to court to ensure they do.”
-Alice Henderson, Director and Lead Counsel for Transportation and Clean Air, Environmental Defense Fund
EPA Administrator Lee Zeldin today announced plans for the greatest increase in pollution in decades. The result will be more toxic chemicals, more cancers, more asthma attacks, and more dangers for pregnant women and their children. Rather than helping our economy, it will create chaos.
-Amanda Leland, Executive Director, Environmental Defense Fund
Donald Trump’s actions will cause thousands of Americans to die each year. It will send thousands of children to the hospital and force even more to miss school. It will pollute the air and water in communities across the country. And it will cause our energy bills to go up even more than they already are because of his disastrous policies. But as they put all of us at risk, Trump and his administration are celebrating because it will help corporate polluters pad their profit margin.
The American people should be furious. The EPA exists to protect us from serious pollution that endangers our lives and wellbeing, but Trump and Lee Zeldin are attempting to turn it into corporate polluters’ best friend.
Make no mistake about it: we will fight these outrageous rollbacks tooth and nail, and we will use all resources at our disposal to continue protecting the health and safety of all Americans.
-Ben Jealous, Executive Director, Sierra Club
Breaking faith with the American people and breaking 50 years of laws of the land, the Environmental Protection Agency today abandoned protecting human health and the environment. Repealing or weakening these important safeguards on pollution from cars, power plants, and oil producers would mean higher energy bills, more asthma and heart attacks, more toxins in drinking water, and more extreme weather.
At a time when millions of Americans are trying to rebuild after horrific wildfires and climate-fueled hurricanes, it’s nonsensical to try to deny that climate change harms our health and welfare.
Still, today’s announcement is only the start of the process – not the end. Before finalizing any of these actions, the law says EPA must propose its changes, justify them with science and the law, and listen to the public and respond to its concerns. NRDC’s scientists and lawyers will be there to fight back at every step of the way.
Jackie Wong, senior vice president for climate and energy, Natural Resources Defense Council
Finally, it should be noted that, while the US is attempting policy suicide by saddling it’s people with more harm and higher costs, the rest of the world is not doing the same. While the US is actively backing away from clean manufacturing, China and Europe aren’t.
China is producing more clean vehicles, and increasing exports of them every year, and Europe recently saw an opening to “declare independence from the United States” while investing over $100 billion into onshoring clean manufacturing.
Other countries are making the transition and ready to lead the world into the present, while American republicans kick and scream the country into obscurity. This is what a slim plurality of voters wanted, and it’s what you’re getting.
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HAWESVILLE, KY – May 10
Plant workers drive along an aluminum potline at Century Aluminum Company’s Hawesville plant in Hawesville, Ky. on Wednesday, May 10, 2017. (Photo by Luke Sharrett /For The Washington Post via Getty Images)
Aluminum
The Washington Post | The Washington Post | Getty Images
Sweeping tariffs on imported aluminum imposed by U.S. President Donald Trump are succeeding in reshaping global trade flows and inflating costs for American consumers, but are falling short of their primary goal: to revive domestic aluminum production.
Instead, rising costs, particularly skyrocketing electricity prices in the U.S. relative to global competitors, are leading to smelter closures rather than restarts.
The impact of aluminum tariffs at 25% is starkly visible in the physical aluminum market. While benchmark aluminum prices on the London Metal Exchange provide a global reference, the actual cost of acquiring the metal involves regional delivery premiums.
This premium now largely reflects the tariff cost itself.
In stark contrast, European premiums were noted by JPMorgan analysts as being over 30% lower year-to-date, creating a significant divergence driven directly by U.S. trade policy.
This cost will ultimately be borne by downstream users, according to Trond Olaf Christophersen, the chief financial officer of Norway-based Hydro, one of the world’s largest aluminum producers. The company was formerly known as Norsk Hydro.
“It’s very likely that this will end up as higher prices for U.S. consumers,” Christophersen told CNBC, noting the tariff cost is a “pass-through.” Shares of Hydro have collapsed by around 17% since tariffs were imposed.
The downstream impact of the tariffs is already being felt by Thule Group, a Hydro customer that makes cargo boxes fitted atop cars. The company said it’ll raise prices by about 10% even though it manufactures the majority of the goods sold in the U.S locally, as prices of raw materials, such as steel and aluminum, have shot up.
But while tariffs are effectively leading to prices rise in the U.S., they haven’t spurred a revival in domestic smelting, the energy-intensive process of producing primary aluminum.
The primary barrier remains the lack of access to competitively priced, long-term power, according to the industry.
“Energy costs are a significant factor in the overall production cost of a smelter,” said Ami Shivkar, principal analyst of aluminum markets at analytics firm Wood Mackenzie. “High energy costs plague the US aluminium industry, forcing cutbacks and closures.”
“Canadian, Norwegian, and Middle Eastern aluminium smelters typically secure long-term energy contracts or operate captive power generation facilities. US smelter capacity, however, largely relies on short-term power contracts, placing it at a disadvantage,” Shivkar added, noting that energy costs for U.S. aluminum smelters were about $550 per tonne compared to $290 per tonne for Canadian smelters.
Recent events involving major U.S. producers underscore this power vulnerability.
In March 2023, Alcoa Corp announced the permanent closure of its 279,000 metric ton Intalco smelter, which had been idle since 2020. Alcoa said that the facility “cannot be competitive for the long-term,” partly because it “lacks access to competitively priced power.”
Similarly, in June 2022, Century Aluminum, the largest U.S. primary aluminum producer, was forced to temporarily idle its massive Hawesville, Kentucky smelter – North America’s largest producer of military-grade aluminum – citing a “direct result of skyrocketing energy costs.”
Century stated the power cost required to run the facility had “more than tripled the historical average in a very short period,” necessitating a curtailment expected to last nine to twelve months until prices normalized.
The industry has also not had a respite as demand for electricity from non-industrial sources has risen in recent years.
Hydro’s Christophersen pointed to the artificial intelligence boom and the proliferation of data centers as new competitors for power. He suggested that new energy production capacity in the U.S., from nuclear, wind or solar, is being rapidly consumed by the tech sector.
“The tech sector, they have a much higher ability to pay than the aluminium industry,” he said, noting the high double-digit margins of the tech sector compared to the often low single-digit margins at aluminum producers. Hydro reported an 8.3% profit margin in the first quarter of 2025, an increase from the 3.5% it reported for the previous quarter, according to Factset data.
“Our view, and for us to build a smelter [in the U.S.], we would need cheap power. We don’t see the possibility in the current market to get that,” the CFO added. “The lack of competitive power is the reason why we don’t think that would be interesting for us.”
While failing to ignite domestic primary production, the tariffs are undeniably causing what Christophersen termed a “reshuffling of trade flows.”
When U.S. market access becomes more costly or restricted, metal flows to other destinations.
Christophersen described a brief period when exceptionally high U.S. tariffs on Canadian aluminum — 25% additional tariffs on top of the aluminum-specific tariffs — made exporting to Europe temporarily more attractive for Canadian producers. Consequently, more European metals would have made their way into the U.S. market to make up for the demand gap vacated by Canadian aluminum.
The price impact has even extended to domestic scrap metal prices, which have adjusted upwards in line with the tariff-inflated Midwest premium.
Hydro, also the world’s largest aluminum extruder, utilizes both domestic scrap and imported Canadian primary metal in its U.S. operations. The company makes products such as window frames and facades in the country through extrusion, which is the process of pushing aluminum through a die to create a specific shape.
“We are buying U.S. scrap [aluminium]. A local raw material. But still, the scrap prices now include, indirectly, the tariff cost,” Christophersen explained. “We pay the tariff cost in reality, because the scrap price adjusts to the Midwest premium.”
“We are paying the tariff cost, but we quickly pass it on, so it’s exactly the same [for us],” he added.
RBC Capital Markets analysts confirmed this pass-through mechanism for Hydro’s extrusions business, saying “typically higher LME prices and premiums will be passed onto the customer.”
This pass-through has occurred amid broader market headwinds, particularly downstream among Hydro’s customers.
RBC highlighted the “weak spot remains the extrusion divisions” in Hydro’s recent results and noted a guidance downgrade, reflecting sluggish demand in sectors like building and construction.
— CNBC’s Greg Kennedy contributed reporting.
Danish energy giant Ørsted has canceled plans for the Hornsea 4 offshore wind farm, dealing a major blow to the UK’s renewable energy ambitions.
Hornsea 4, at a massive 2.4 gigawatts (GW), would have become one of the largest offshore wind farms in the world, generating enough clean electricity to power over 1 million UK homes. But Ørsted announced that it’s abandoning the project “in its current form.”
“The adverse macroeconomic developments, continued supply chain challenges, and increased execution, market, and operational risks have eroded the value creation,” said Rasmus Errboe, group president and CEO of Ørsted.
Reuters reported that Ørsted’s cancellation of Hornsea 4 would result in a projected loss of up to 5.5 billion Danish crowns ($837.85 million) in breakaway fees and asset write-downs. The company’s market value has declined by 80% since its peak in 2021.
The cancellation highlights significant challenges currently facing offshore wind development in Europe, particularly in the UK. The combination of higher material costs, inflation, and global financial instability has made large-scale renewable projects increasingly difficult to finance and complete.
Ørsted’s decision is a significant setback to the UK’s energy transition goals. The UK currently has around 15 GW of offshore wind, and Hornsea 4’s size would have provided almost 7% of the additional capacity needed for the UK’s 50 GW by 2030 target, according to The Times. Losing this immense project off the Yorkshire coast could hamper the UK’s pace of reducing dependency on fossil fuels, especially amid volatile global energy markets.
The UK government reiterated its commitment to renewable energy, promising to work closely with industry leaders to overcome financial and logistical hurdles. Energy Secretary Ed Miliband told reporters in Norway that the UK is “still committed to working with Orsted to seek to make Hornsea 4 happen by 2030.”
Ørsted says it remains committed to its other UK-based projects, including the Hornsea 3 wind farm, which is expected to generate around 2.9 GW once completed at the end of 2027. Despite the challenges, the company emphasized its ongoing commitment to the British renewable market, pointing to the critical need for policy support and economic stability to ensure future developments.
Yet, the cancellation of Hornsea 4 demonstrates that even flagship renewable projects are vulnerable in the face of economic pressures and global uncertainties, which have been heightened under the Trump administration in the US.
Read more: The world’s single-largest wind farm gets the green light
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The Tesla Roadster appears to be quietly disappearing after years of delay. is it ever going to be made?
I may have jinxed it with Betteridge’s Law of Headlines, which suggests any headline ending in a question mark can be answered with “no.”
The prototype for the next-generation Tesla Roadster was first unveiled in 2017, and it was supposed to come into production in 2020, but it has been delayed every year since then.
It was supposed to get 620 miles (1,000 km) of range and accelerate from 0 to 60 mph in 1.9 seconds.
It has become a sort of running joke, and there are doubts that it will ever come to market despite Tesla’s promise of dozens of free new Roadsters to Tesla owners who participated in its referral program years ago.
Tesla uses the promise of free Roadsters to help generate billions of dollars worth of sales, which Tesla owners delivered, but the automaker never delivered on its part of the agreement.
Furthermore, many people placed deposits ranging from $50,000 to $250,000 to reserve the vehicle, which was supposed to hit the market 5 years ago.
The official timelines from Tesla are pretty useless at this point since they haven’t stuck to any of them, but the latest official one dates back to July 2024 when CEO Elon Musk said this:
“With respect to Roadster, we’ve completed most of the engineering. And I think there’s still some upgrades we want to make to it, but we expect to be in production with Roadster next year. It will be something special.”
He said that Tesla had completed “most of the engineering”, but he initially said the engineering would be done in 2021 and that was already 3 years after the prototype was unveiled and a year after it was supposed to be in production:
Musk commented on the Roadster again in October 2024, but he didn’t reiterate the 2025 timeline. Instead, he called the new Roadster “the cherry on the icing on the cake.”
Tesla’s leadership has been virtually silent about the new Roadster since. Two Tesla executives even had to be reminded about the Roadster by Jay Leno after they “forgot” about it when listing upcoming new Tesla vehicles with tri-motor powertrain.
There was one small update about the Roadster in Tesla’s financial results last month.
The automaker has a table of all its vehicle production, and the Roadster was updated from “in development” to “design development” in the table:
It’s not clear if that’s progress or Tesla is just rephrasing it. Either way, it is not “construction”, which makes it unlikely that the Roadster is going into production this year.
If ever…
Electrek’s Take
It looks like Tesla owes about 80 Tesla Roadsters for free to Tesla owners who referred purchases, and it owes significant discounts on hundreds of units.
It’s hard for me to believe that Tesla is not delivering the new Roadster because the vehicle program would start about $100 million in the red, but at this point, I have no idea. It very well might be the reason.
However, I think it’s more likely that Tesla is just terrible at bringing multiple vehicle programs to market simultaneously. Case in point: it launched a single new vehicle in the last five years.
At this point, I think it’s more likely that the Roadster will never happen. It will join other Tesla products like the Cybertruck Range Extender.
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