Magali Sanchez-Hall, a Wilmington resident for over two decades, has struggled with asthma her entire life. She says the health issue stems from her proximity to oil and gas drilling.
Emma Newburger | CNBC
LOS ANGELES, CALIF. — Stepping out of a coffee shop near Interstate 110 in the Wilmington neighborhood of Los Angeles, you’re immediately hit by a foul odor.
Magali Sanchez-Hall, 51, who’s lived here for more than two decades, is used to the smell of rotting eggs wafting from the hundreds of oil wells operating in the neighborhood. She’s used to her neighbors describing chronic coughs, skin rashes and cancer diagnoses, and to the asthma that affects her own family, who live only 1,500 feet from a refinery.
“When people are getting sick with cancer or having asthma, they might think it’s normal or blame genetics,” she said. “We don’t often look at the environment we’re in and think — the chemicals we’re breathing are the cause.”
Wilmington, a predominantly working-class and Latino immigrant community of more than 50,000 people, has some of the highest rates of asthma and cancer in the state, according to a report by the non-profit Communities for a Better Environment. It’s surrounded by six oil refineries and wedged in by several freeways and the ports of L.A. and Long Beach.
California, the seventh-largest oil-producing state in the U.S., has no rule or standard for the distance that active oil wells need to be from communities. For many Californians, especially Black and brown residents, acrid smells, noise and dirt from oil production is part of the neighborhood.
Walking around Wilmington, pumpjacks are visible in public parks, next to schoolyards where children play and outside of people’s windows at home. At night, the sky is lit orange from refinery flares.
The discovery of oil in the 1920s led to significant population growth in the area. People built and bought houses next to the oil fields and refineries, which employ thousands of residents in the area. In L.A. County, the industry employs about 37,000 people, according to a report by Capitol Matrix Consulting.
Oil tanks wedged between homes in the Wilmington neighborhood of Los Angeles.
Emma Newburger | CNBC
More than 2 million California residents live within 2,500 feet of an operational oil and gas well and another 5 million — 14% of the state’s population — are within 1 mile, according to an analysis by the non-profit FracTracker Alliance.
Residents are especially vulnerable in L.A. County, which is home to the Inglewood Oil Field. The 1,000-acre site is one of the largest urban oil fields in the country and is owned and operated by Sentinel Peak Resources. More than half a million people live within a quarter mile of active wells that release hazardous air pollutants like benzene, hydrogen sulfide, particulate matter and formaldehyde.
Sentinel Peak did not respond to requests for comment.
Sanchez-Hall didn’t understand the link between the nearby refineries and the health issues in her community until she left. She graduated college and pursued a masters degree at UCLA, where she took environmental law classes, and now advocates for clean air and energy in her neighborhood.
“Wilmington is ground zero for pollution,” Sanchez-Hall said. “Now I understood why people were dying of cancer around me. We’re not disposable people. There is a huge disadvantage because many of us don’t know what’s happening.”
No buffer zone between drilling and people
Research shows that people who live near oil and gas drilling sites are exposed to harmful pollution and are at greater risk of preterm births, asthma, respiratory disease and cancer.
Residing near oil wells is linked to reduced lung function and wheezing, and in some cases the respiratory damage rivals that of daily exposure to secondhand smoke or living beside a freeway, according to a recent study published in the journal Environmental Research.
Another study, published in the journal Environmental Health Perspectives, analyzed nearly 3 million births in California of women living within 6.2 miles of at least one oil or gas well. The authors concluded that living near those wells during pregnancy increased the risk of low-birthweight babies.
Other oil-producing states including Colorado, Pennsylvania, and Texas have already implemented some form of buffer zone between properties and wells.
In 2019, Newsom ordered his regulators to study such a health-and-safety rule, but they didn’t meet the December 2020 deadline for action. State oil regulators also missed a more recent deadline in the spring to release new regulations that would help protect the health and safety of people living near drilling sites. The California Geologic Energy Management Division, which oversees the state’s fossil fuel industries, hasn’t yet set a new timeline for regulations.
Meanwhile, the governor since 2019 has approved roughly 9,014 oil and gas permits, according to an analysis of state data by Consumer Watchdog and FracTracker Alliance.
“Frontline communities have been waiting for very basic protections from dangerous oil and gas projects for too long,” said Hollin Kretzmann, an attorney for the Center for Biological Diversity, which recently sued the state for approving thousands of drilling and fracking projects without the required environmental review.
“A safety buffer is the bare minimum,” Kretzmann said. “The fact that our state continues to delay is frustrating and completely unacceptable.”
Josiah Edwards, 21, grew up near the largest oil refinery on the West Coast. “Oil drilling and refineries were always an ever present background in my life,” he said.
Emma Newburger | CNBC
The Western States Petroleum Association and the State Building and Construction Trades Council have opposed a statewide mandate to establish buffer zones, arguing that doing so would harm workers and increase fuel costs.
“A one-size-fits-all approach for an entire state for an issue like this is rarely good public policy,” said WSPA spokesman Kevin Slagle. “Setback distances not based data specific to a region could lead to significant impacts on communities, jobs and the affordability and reliability of energy in the state.”
Environmentalists have also called on Newsom to place an immediate moratorium on all new oil and gas permits in those zones.
Earlier this year, the governor directed state agencies to halt new fracking permits by 2024 and to consider phasing out oil production by 2045. The announced marked a shift in position by Newsom, who’s previously said he doesn’t have executive authority to ban fracking, which accounts for just 2% of oil extraction in California, according to the state’s Department of Conservation.
Newsom’s office did not respond to requests for comment.
Newsom’s predecessor, Jerry Brown, who held office between 2011 and 2018, approved 21,397 new oil wells. More than three-quarters of new wells under Brown’s administration are in low-income communities and communities of color, according to state data analyzed by the Center for Biological Diversity.
‘I could have had a better life’
Josiah Edwards, 21, grew up in Carson, a city located in the south bay region of Los Angeles and near the West Coast’s largest oil refinery, owned by Marathon Petroleum Corp. Edwards and his family members suffered from asthma and were constantly concerned about breathing in emissions of the nearby refineries.
“Oil drilling and refineries were always an ever present background in my life,” said Edwards, who now volunteers for the Sunrise Movement, an environmental advocacy group, in Los Angeles.
Edwards recalled getting bloody noses as a child and coming to connect them with the pollution from refineries. He dove into research on how exposure to pollution may contribute to the development of asthma in childhood and wondered if his life would have been different growing up elsewhere.
“It makes me angry and upset. There’s a situation where I could have had a better life with improved health outcomes,” Edwards said. “Even though it still makes me feel angry, I find a lot of hope in what could be. There’s a potential for change.”
Marathon spokesman Jamal Kheiry said the company’s refinery in Carson has invested in air emissions control equipment and cut its criteria pollutant emissions by 35% in the past decade. It’s also invested $25 million to install air monitoring systems along the perimeter of its facilities, and is providing those results to the public.
Wilmington Athletic Complex is located beside oil tanks.
Emma Newburger | CNBC
Phasing out oil and gas locally
Some parts of the state have taken matters into their own hands.
Culver City in L.A. County passed an ordinance to phase out oil and gas extraction in its portion of the Inglewood Oil Field within five years, in one of the most ambitious moves by an oil-producing jurisdiction. The ordinance also requires that all the wells be plugged and abandoned in that time period.
Ventura County, located northwest of L.A., has adopted a 2,500 buffer zone between oil wells and schools and 1,500 feet between wells and homes.
And L.A. County supervisors voted unanimously earlier this month to phase out oil and gas drilling and ban new drill sites in the unincorporated areas. The county is set to determine the quickest way to shut down wells legally before providing a timeline on the phase out.
Jacob Roper, a spokesperson for the Department of Conservation, of which CalGEM is a sub-agency, said the department is “hard at work developing a science-based health and safety regulation to protect communities and workers from the impacts of oil extraction activities.”
“This is a complex set of rules with subject matter outside of our previous regulatory experience,” Roper said. “It involves close collaboration with other state agencies and an independent public health expert panel in an effort to ensure a thorough analysis of relevant science and engineering practices.”
L.A. could become one of the first major cities in the U.S. to nearly phase out fossil fuels from power supply without disruption to the economy, according to a recent study commissioned by the city. Technologies like solar farms, wind turbines, batteries and electric vehicles would make the transition possible, while mitigating harmful air pollution in the most vulnerable communities.
“There are local officials who are taking this issue seriously,” Kretzmann said. “But the fires, ongoing drought and heatwaves in California are stark reminders that we need much bolder action on fossil fuels.”
A view of the NEO magnetic plant in Narva, a city in northeastern Estonia. A plant producing rare-earth magnets for Europe’s electric vehicle and wind-energy sectors.
NARVA, Estonia — Europe’s big bet to break China’s rare earths dominance starts on Russia’s doorstep.
The continent’s largest rare-earth facility, situated on the very edge of NATO’s eastern flank, is ramping up magnet production as part of a regional push to reduce its import reliance on Beijing.
Developed by Canada’s Neo Performance Materials and opened in mid-September, the magnet plant sits in the small industrial city of Narva. This little-known border city is separated from Russia by the Narva River, which is an external frontier of both NATO and the European Union.
Analysts expect the facility to play an integral role in Europe’s plan to reduce its dependence on China, while warning that the region faces a long and difficult road ahead if it is to achieve its mineral strategy goals.
Magnets made from rare earths are essential components for the function of modern technology, such as electric vehicles, wind turbines, smartphones, medical equipment, artificial intelligence applications and precision weaponry.
Speaking to CNBC by video call, Neo CEO Rahim Suleman said the facility is on track to produce 2,000 metric tons of rare earth magnets this year, before scaling up to 5,000 tons and beyond as it seeks to keep pace with “an enormously quick-growing market.”
It is a frankly a billion-dollar problem that affects trillion-dollar downstream industries. So, it is worth solving.
Ryan Castilloux
managing director of Adamas Intelligence
The European region currently imports nearly all of its rare earth magnets from China, although Suleman expects Neo’s Narva facility to be capable of fulfilling around 10% of that demand.
“Having said that, our view of that number is something like 20,000 tons. So, we’d have a lot more work to do, a lot more building to do because I think the customers have a real need to diversify their supply chains,” Suleman said.
“We’re not talking about independence from any jurisdiction. We’re just talking about creating robust and diverse supply chains to reduce concentration risk,” he added.
Neo has previously announced initial contracts with Schaeffler and Bosch, major auto suppliers to the likes of German auto giants Volkswagen and BMW.
Europe’s push to deliver on its resource security goals faces several obstacles. Analysts have cited issues including a funding shortfall, burdensome regulation, a limited and fragmented made-in-EU supply chain and relatively high production costs. All of these raise questions about the viability of the EU’s ambitious supply chain targets.
“Europe needs a big increase in rare earth magnet capacity to even come close to a diversified supply chain for its carmakers,” Caroline Messecar, an analyst at Fastmarkets, told CNBC by email.
‘The guillotine still looms’
Once a previously obscure issue, rare earths have come to the fore as a key bargaining chip in the ongoing geopolitical rivalry between the U.S. and China.
In October, China agreed to delay the introduction of further export controls on rare earth minerals as part of a deal agreed between China’s Xi Jinping and U.S. President Donald Trump. China’s earlier rare earths restrictions, which upended global supply chains, remain in place, however.
“The threat is still there; the guillotine still looms. And so, I think collectively all of this has just sobered the West, end-users and governments to the risks that they face,” Ryan Castilloux, managing director of critical mineral consultancy Adamas Intelligence, told CNBC by phone.
“It is a frankly a billion-dollar problem that affects trillion-dollar downstream industries. So, it is worth solving,” he added.
European Commission President Ursula von der Leyen delivers her speech during a debate on the new 2028-2034 Multi-annual Financial Framework at the European Parliament in Brussels on November 12, 2025.
Nicolas Tucat | Afp | Getty Images
Europe, in particular, has been caught in the crosshairs of tariff turbulence. In its Autumn 2025 Economic Forecast, the European Commission, the EU’s executive arm, identified Chinese export controls leading to supply chain disruptions in several sectors such as autos and green energy.
It thrusts the issue of supply diversification in the spotlight for European policymakers, especially as demand is projected to grow until 2030 and EU supply remains highly reliant on a single supplier, according to a statement from a European Commission spokesperson.
In response, European Commission President Ursula von der Leyen announced in October that plans were underway to launch a so-called “RESourceEU” plan — along the lines of its “REPowerEU” initiative, which sought to overcome another supply issue — energy.
The Narva project predates these measures but, with 18.7 million euros ($21.7 million) in EU funding, it’s an example of what the EU hopes to achieve. And although its output is modest when compared to overall demand, it demonstrates how the EU plans to boost the bloc’s magnet output capacity and reduce dependence on Chinese supply.
Photo taken on Sept. 19, 2025 shows inside view of NEO magnetic plant in Narva, a city in northeastern Estonia.
China is the undisputed leader of the critical minerals supply chain, responsible for nearly 60% of the world’s rare earths mining and more than 90% of magnet manufacturing. Europe, meanwhile, is the world’s biggest export market for Chinese rare earths.
Russia’s doorstep
The location of Neo’s new magnet facility, meanwhile, has raised some eyebrows, given the potential security challenge of being in such close proximity to Russia.
Speaking shortly after Moscow’s full-scale invasion of Ukraine in early 2022, Russian President Vladimir Putin said Narva was historically part of Russia and needed to be taken back.
Asked why the company positioned its new rare earths plant there, Neo’s Suleman said the firm already had an existing infrastructure presence in the country, “and the right place was to be in Europe.”
“And then you go one step deeper, which is to get into Estonia. We have a long history in Estonia. We already have a rare separation facility that can do both light rare earths, and we’re developing heavy rare earths there,” Suleman said.
“We’ve been extremely impressed by the quality of the people in Estonia, their education level, their commitment to hard work … So, you put all that together, along with the support that we received both in Estonia and in the EU, and it was a great choice for us,” he added.
Estonian lawmakers have welcomed the potential of Neo’s magnet plant, saying the facility will benefit the development of both the country and broader region.
Jaanus Uiga, deputy secretary general for Energy and Mineral Resources of Estonia, said Neo’s magnet plant opened “very on time.”
Speaking to CNBC on Oct. 30, Uiga acknowledged economic tensions between the U.S. and China over rare earths, saying Estonia and the EU needed to adapt to an evolving situation.
“It is a very unique processing capability that was built in Estonia and also we are very happy for that because it happened in a region that is transitioning away from fossil fuels,” Uiga told CNBC’s “Squawk Box Asia.”
Newly published data from the Federal Energy Regulatory Commission (FERC), reviewed by the SUN DAY Campaign, reveal that solar accounted for over 75% of US electrical generating capacity added in the first nine months of 2025. In September alone, solar provided 98% of new capacity, marking 25 consecutive months in which solar has led among all energy sources.
Year-to-date (YTD), solar and wind have each added more new capacity than natural gas has. The mix of all renewables remains on track to exceed 40% of installed capacity within three years; solar alone may be 20%.
Solar was 75% of new generating capacity YTD
In its latest monthly “Energy Infrastructure Update” report (with data through September 30, 2025), FERC says 48 “units” of solar totaling 2,014 megawatts (MW) were placed into service in September, accounting for 98% of all new generating capacity added during the month. Oil provided the balance (40 MW).
The 567 units of utility-scale (>1 MW) solar added during the first nine months of 2025 total 21,257 MW and were 75.3% of the total new capacity placed into service by all sources. Solar capacity added YTD is 6.5% more than that added during the same period a year earlier.
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Solar has now been the largest source of new generating capacity added each month for 25 consecutive months, from September 2023 to September 2025. During that period, total utility-scale solar capacity grew from 91.82 gigawatts (GW) to 158.43 GW. No other energy source added anything close to that amount of new capacity. Wind, for example, expanded by 11.07 GW while natural gas’s net increase was just 4.60 GW.
Between January and September, new wind energy has provided 3,724 MW of capacity additions – an increase of 28.6% compared to the same period last year and more than the new capacity provided by natural gas (3,161 MW). Wind accounted for 13.2% of all new capacity added during the first nine months of 2025.
Renewables were 88% of new capacity added YTD
Wind and solar (plus 4 MW of hydropower and 6 MW of biomass) accounted for 88.5% of all new generating capacity while natural gas added just 11.2% YTD. The balance of net capacity additions came from oil (63 MW) and waste heat (17 MW).
Utility-scale solar’s share of total installed capacity (11.78%) is now virtually tied with that of wind (11.80%). If recent growth rates continue, utility-scale solar capacity should surpass that of wind in FERC’s next “Energy Infrastructure Update” report.
Taken together, wind and solar make up 23.58% of the US’s total available installed utility-scale generating capacity.
Moreover, more than 25% of US solar capacity is in the form of small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar and wind to more than a quarter of the US total.
With the inclusion of hydropower (7.59%), biomass (1.05%) and geothermal (0.31%), renewables currently claim a 32.53% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables now account for more than one-third of the total US generating capacity.
Solar soon to be No. 2 source of US generating capacity
FERC reports that net “high probability” net additions of solar between October 2025 and September 2028 total 90,614 MW – an amount almost four times the forecast net “high probability” additions for wind (23,093 MW), the second fastest growing resource.
FERC also foresees net growth for hydropower (566 MW) and geothermal (92 MW) but a decrease of 126 MW in biomass capacity.
Meanwhile, natural gas capacity is projected to expand by 6,667 MW, while nuclear power is expected to add just 335 MW. In contrast, coal and oil are projected to contract by 24,011 MW and 1,587 MW, respectively.
Taken together, the net new “high probability” net utility-scale capacity additions by all renewable energy sources over the next three years – the Trump administration’s remaining time in office – would total 114,239 MW. On the other hand, the installed capacity of fossil fuels and nuclear power combined would shrink by 18,596 MW.
Should FERC’s three-year forecast materialize, by mid-fall 2028, utility-scale solar would account for 17.3% of installed U.S. generating capacity, more than any other source besides natural gas (39.9%). Further, the capacity of the mix of all utility-scale renewable energy sources would exceed 38%. The inclusion of small-scale solar, assuming it retains its 25% share of all solar energy, could push solar’s share to over 20% and that of all renewables to over 41%, while the share of natural gas would drop to less than 38%.
In fact, the numbers for renewables could be significantly higher.
FERC notes that “all additions” (net) for utility-scale solar over the next three years could be as high as 232,487 MW, while those for wind could total 65,658 MW. Hydro’s net additions could reach 9,927 MW while geothermal and biomass could increase by 202 MW and 32 MW, respectively. Such growth by renewable sources would swamp that of natural gas (29,859 MW).
“In an effort to deny reality, the Trump Administration has just announced a renaming of the National Renewable Energy Laboratory (NREL) in which it has removed the word ‘renewable’,” noted the SUN DAY Campaign’s executive director Ken Bossong. “However, FERC’s latest data show that no amount of rhetorical manipulation can change the fact that solar, wind, and other renewables continue on the path to eventual domination of the energy market.”
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The Century is considered the most luxurious Toyota, and now it’s being spun off into its own high-end brand. Despite the rumors, the ultra-luxury brand won’t be as electric as expected.
Toyota sets new luxury brand up to fail with ICE plans
First introduced in 1967, the Century was launched in celebration of Toyota’s founder, Sakichi Toyoda’s 100th birthday.
The Century has since become a symbol of status and wealth in Japan, often used as a chauffeur car by high-profile company officials.
The new Century brand is set to rival higher-end automakers like Rolls-Royce and Bentley, but it won’t be as electric as initially expected. Toyota’s powertrain boss, Takashi Uehara, told CarExpert that the luxury brand’s first vehicle will, in fact, have an internal combustion engine.
Although no other details were offered, Uehara confirmed, “Yes, it will have an engine.” As to what kind, that has yet to be decided, Toyota’s powertrain president explained.
The Toyota Century Concept (Source: Toyota)
Like the next-gen Lexus supercar and upcoming Toyota GR GT, Uehara said the Century model could include a V8 engine.
The Century has been Toyota’s only vehicle with a V12 engine. In 2018, Toyota dropped the V12 in favor of a V8 hybrid powertrain for its third-generation.
A custom-tailored Century on display at the Japan Mobility Show (Source: Toyota)
Toyota’s Century launched its first SUV in 2023, currently on sale in Japan with a V6 plug-in hybrid system alongside the sedan.
Already widely considered the biggest laggard in the shift to fully electric vehicles, Toyota doubled down, developing a series of new internal combustion engines for upcoming models.
Century is one of the five global brands the Japanese auto giant introduced in October, along with Daihatsu, GR Sport, Lexus, and Toyota.
Electrek’s Take
It’s not surprising to see Toyota sticking with ICE for its ultra-luxury Century brand, but it will likely be a costly move.
Chinese auto giants, such as BYD and FAW Group, are quickly expanding into new segments, including high-end models under luxury brands such as Yangwang and Hongqi.
These companies are now expanding into new overseas markets, like Europe and Southeast Asia, where Japanese brands like Toyota have traditionally dominated, to drive growth.
Top luxury brands, including Porsche, BMW, and Mercedes-Benz, are already struggling to keep pace with Chinese EV brands. How does Toyota plan to compete with an “ultra-luxury” brand that still sells outdated ICE vehicles? We will find out more over the coming months and years as new sales data is released.
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