Reality check on Trump’s Day 1 energy pledges

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Jan 17, 2025 View in browser
 
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By Arianna Skibell

Donald Trump speaks at a campaign rally.

President-elect Donald Trump on October 28, 2024 in Atlanta, Georgia. | Anna Moneymaker/Getty Images

President-elect Donald Trump has a long list of big promises to keep on Day 1 in the Oval Office — from launching the largest mass deportation operation in U.S. history to ending the Russia-Ukraine war.

When it comes to Trump’s pledge to unwind the Biden administration’s climate agenda and dramatically boost fossil fuel production, there are some balls he can get rolling on Monday and others that will inevitably take time and congressional buy-in, writes Scott Waldman.

Here’s a reality check on some of Trump’s favorite energy promises:

No EV for you
Trump promised to end the Biden administration’s “electric vehicle mandate” on Day 1. While President Joe Biden never issued an EV mandate per se, he did set up a suite of policies to encourage EV adoption. Without Congress, Trump can’t repeal Democrats’ major climate law (which includes a $7,500 EV consumer credit). But he could work to undo related regulations, such as those intended to curtail tailpipe pollution. However, that process will take time.

Ending the “Biden-Harris war on energy”
This promise is a big one, and encompasses a host of actions intended to ease restrictions on fossil fuel development. The major caveat here is that the U.S. oil industry actually saw record production — and profits — under the Biden administration and may not have an appetite to pump more.

Still, Trump could work to unwind Biden rules aimed at cutting methane and power plant pollution — a lengthy process that will inevitably invite legal attack.

Tariffs for all
Trump has promised tariffs on all imports, including a 25 percent tax on all goods coming from Mexico and Canada, including oil. Congress has given the president greater authority to impose tariffs. So the pledge to slap tariffs on our neighbors could get Trump’s Day 1 signature.

If Trump signs off on a tariff on Canadian oil, or Canada retaliates by exporting less hydropower to the U.S., the move could jack up electricity and gasoline costs. That would undercut Trump’s promise to lower U.S. energy bills. Plus, Trump’s mass deportation plan could decimate a labor pool the oil industry has already complained is too shallow.

We’ll always have Paris ... until we don’t 
Trump has promised to exit the Paris climate agreement. This one is fairly doable — accomplishable with a Day 1 executive order — and its consequences far-reaching.

The withdrawal means the U.S. would be off the hook for meeting the nation’s goal of cutting greenhouse gas emissions 66 percent by 2035 and sending climate aid to developing countries — a major step backward in the fight to preserve a livable planet.

 

Thank goodness it's Friday — thank you for tuning in to POLITICO's Power Switch. I'm your host, Arianna Skibell. Power Switch is brought to you by the journalists behind E&E News and POLITICO Energy. Send your tips, comments, questions to askibell@eenews.net.

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Today in POLITICO Energy’s podcast: Tyler Katzenberger and Steven Overly break down why artificial intelligence is getting its share of blame for the Los Angeles wildfires.

Power Centers

Joe Biden meets with Donald Trump next to a fireplace.

President Joe Biden meets with President-elect Donald Trump in the Oval Office of the White House, Nov. 13, 2024, in Washington. | Evan Vucci/AP

Trump will determine Biden’s environmental legacy 
After four years unraveling Trump policies, issuing climate rules, conserving public lands and incentivizing clean energy, Biden’s allies are hailing him as one of the great environmental presidents of all time, writes Robin Bravender.

But Biden’s legacy will be determined in large part by his nemesis.

Running on faith
The EV charger company Dunamis Charge has an identity and mission distinct from other makers of America’s EV charging infrastructure. It seeks customers through churches — and has a core mission of employing disadvantaged people and giving them an on-ramp to the riches that attend a new EV age, writes David Ferris.

Founder Natalie King said she’s confident that the market for her EV plugs will continue to grow even without the support of the White House.

World’s largest battery plant on fire
California authorities issued evacuation orders Thursday night after a fire broke out at a battery storage facility along the Central Coast that the company claims is the largest in the world, writes Camille von Kaenel.

The Monterey County Sheriff had earlier told nearby residents to close windows “out of an abundance of caution.” The California Highway Patrol also closed Highway 1 around the plant. The cause of the fire has not yet been determined.

In Other News

Winds of change: Tech giants sounded the alarm about climate change. Now they're warming up to Trump.

Analysis: Just how Trump-proof is Biden’s environmental legacy?

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Council on Environmental Quality nominee Brenda Mallory during her confirmation hearing.

Council on Environmental Quality nominee Brenda Mallory during her confirmation hearing. | Francis Chung/E&E News

Q&A: Brenda Mallory, chair of the White House Council on Environmental Quality, said the Biden administration delivered on promises to speed permitting reviews for clean energy projects and questioned Republicans' ability to do better under President-elect Donald Trump.

The Biden administration approved a request to open tens of thousands of federally managed acres in rural Alaska for the transport of minerals to market.

Canadian Prime Minister Justin Trudeau says if “push comes to shove” he is ready with a set of retaliatory measures to drop on Monday if Trump imposes tariffs on Canadian imports.

That's it for today, folks. Thanks for reading, and have a great weekend!

 

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