Dear Friends,
When is winning really losing? It’s when the results of victory cause the opposite impacts than desired, harm supporters more than opponents, and boost your biggest competitor.
The Trump administration’s stance on energy is indeed a losing proposition. It purports to provide cheaper and more secure energy, but in fact drives up costs and limits supply at the exact time that our demand and electricity prices are soaring.
Producing new electricity from utility solar in America today costs as little as $38 a megawatt hour: the most efficient natural gas plant provides the same amount of energy for $107. Solar and battery projects can come online in two years; natural gas plants typically need a five-year runway, in large part due to a shortage of turbines. In short, thwarting new clean energy is making us less energy secure. Consumers will pay for it – experts predict policy changes will make electricity prices rise up to 18% over the next decade, or $192 per average household on an annual basis, and increase the risks of blackouts.
In the big picture, who is being harmed the most? Rural and “Red” America. About 80% of the job and economic growth from clean-energy investment was planned in Republican-leaning districts. That investment has already dropped by a third over the first half of this year versus a year ago. And while anti-wind action has harmed offshore projects, it has impacted the country’s “windbelt” the most – the highest losses are in Texas, with Idaho, Iowa, and Nebraska not far behind.
On the international front, the United States’ reversal is allowing China to extend its lead in this lucrative sector, which provided 10% of China’s GDP growth last year. China is becoming the “one-stop shop” for clean energy. And increasingly, its clean-energy products are superior to fossil fuel versions. For example, China produces EVs that can charge in five minutes, run for 600 miles, and cost significantly less than combustion engine cars. China is also exporting solar and wind technology around the world, enabling developing countries to manufacture “homegrown” electricity that is more secure and less expensive than fossil fuel imports.
And in a stunning role reversal, CO2 emissions in the U.S. rose 4.2% in the first half of 2025, while China’s fell 2.7%. As the U.S. leaves the Paris Agreement and disparages climate action, China is positioning itself as a climate leader, announcing a partnership with the EU to lower climate heating and calling the Paris Agreement the “cornerstone of international climate cooperation.”
It doesn’t feel good to be a loser – to pay more for less. I want our country to be the winner, to build the energy systems of the future, to save money, and to provide a healthier, more economically secure world for our kids and grandkids.
Don’t you?
Sincerely,
Kathleen Biggins
Founder and President
Notable Quote
“Ten years from now we could look back on this moment as the time in which the U.S. pulled back and essentially lost the transition to clean energy.”
– Nick Nigro, Atlas Public Policy, regarding the predicted impacts of the “One Big Beautiful Bill Act” on the renewable energy sector
News of Concern
The administration is working hard to create cover for its unraveling of climate science and action, including a recent DOE report that scientists say is filled with “error, bias, and distortions.” In one glaring mistake, the report states that Arctic melting is minimal, shrinking 5% since 1980. The actual number is 40%. The AP and other news outlets have debunked much of the report’s information, but the administration’s misinformation campaign is incredibly effective, and dangerous, because many people believe that narrative – and that belief precludes them from taking action to stay safer.
And we all need to get ready for climate change, as was so clearly evidenced by the tragic flooding in Texas in July. The flooding was made worse because of two climate impacts. First, warmer ocean waters and a warmer atmosphere enable more water vapor to be held in the atmosphere – for every degree Celsius increase, the atmosphere holds 7% more vapor, and that means floods will continue to get more dangerous. Second, the ground was parched from a drought exacerbated by higher temperatures, and the soil could not absorb enough of the flooding to slow it down. These one-two punches are becoming more frequent in our country and all around the world.
We’re also seeing a one-two punch when it comes to protecting ourselves from supercharged weather events. Hail, for example, is getting larger as the climate warms up, causing $20-$35 billion in losses annually, according to insurance experts. But impacts fueled by climate change are making it increasingly difficult to get affordable insurance, especially in the Midwest, where premiums are skyrocketing.
As noted above, our electricity rates nationwide are also soaring – in large part due to the cost of making our grids more resilient to wildfires, storms, and heat waves. Almost 40% of recent cost increases are from upgrading and hardening our grid – and making repairs after extreme weather events is driving up costs as well. This affordability challenge will only get worse as energy-hungry AI centers come online – a single center can require as much electricity as an entire mid-sized city.
Costs are also being driven up by the administration’s action to keep inefficient coal plants online. Coal only provides 15% of our electricity, but it is the most expensive fossil fuel. Keeping these plants running instead of replacing them with cheaper (and cleaner!) fuel sources will cost utility customers billions of dollars.
But there are things happening that are perhaps even more concerning than these direct hits on clean technology. The administration is dismantling much of our scientific expertise, limiting our ability to measure climate change impacts to help farmers, businesses, communities, and families prepare for climate changes. And in a move that would handicap future administrations’ ability to regulate greenhouse gases, the EPA wants to rescind a landmark finding that declared CO2 and other emissions are a danger to our health and welfare.
We know climate change affects our health, but we don’t yet know how to put a cost on how it impacts our happiness and mental health. For many of us, summer has always been an idyllic state of mind as much as a season of outdoor pleasures. But in many places it has become so much more hot and sticky – so much so, scientists have created a new metric to measure “stickiness.” Even the Steve Miller Band, musical mainstays of the summer stage, canceled its 2025 tour because of the risk of extreme weather.
It’s giving us the summertime blues, literally and figuratively. And we have to wonder, what we’re gonna do…
News of Hope
However, at the same time that the U.S. government is trying to minimize action on climate change, the highest court in the world just elevated the issue in a powerful way heard around the world. By recognizing that a healthy climate is a human right, and claiming that countries have a legal obligation to protect the environment from greenhouse gases, the International Court of Justice is holding countries accountable to action – a much-needed bolstering in the drive to lower emissions.
It’s a global issue that needs global action, and a recent move by the European Central Bank could have far-reaching impacts. By integrating a “climate factor” into its financing operations, the bank is doubling down on holding companies accountable for their carbon footprints and upping the motivation for creating cleaner products and processes.
More good news – about 90% of the world’s new renewable energy is now cheaper than power from fossil fuel generation. The world saved almost $500B in energy costs in 2024 using renewables versus fossil fuels. And momentum is growing, with the EU spending 63% more on renewables in the first half of 2025 than a year ago, even as the U.S. investment declined.
And climate action is moving forward, even if it’s in a whisper instead of a roar. Banks are quietly pulling funding from fossil fuels lending and investors are piling into renewable energy, even though they are doing it quietly and withdrawing from associations that could spark the administration’s ire.
We also saw great hope in a recent test of a critical concept in California. The state successfully tried out a two-way grid in July, drawing power from more than 100,000 residential batteries to provide electricity. This model holds great promise, especially as the demand surge from AI and electrification is challenging our existing system. If end users can store and sell energy back to the grid during peak usage periods, it changes the equation dramatically – we’d no longer need to build the same quantities of new power generation facilities.
Adaptation is key to protecting ourselves, our loved ones, and our communities. Two cool new gadgets really got us excited. They’re both sensors designed to keep us safe – a pinecone-sized device could give people a leg up on staying safe from wildfires and a patch that farm workers would wear to monitor vital signs while working outdoors in extreme heat. Ideas like this can change our world one person at a time, making it possible for us to have a healthier future – imagine that.
Notable Graphic
As climate change supercharges our weather, our risk of loss increases – and that is making insurance premiums much more expensive. The national average for home insurance is up 9% since 2023 and, as this graphic shows, it’s particularly high across the Midwest and South.
Notable Quiz
Source: The New York Times
This month, instead of watching a video, we hope you’ll take this interactive, eye-opening New York Times quiz. You’ll learn a lot about what you need to do to keep yourself and your loved ones safe if you’re faced with a climate disaster.
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