Why bigger EVs aren’t always better

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

SUVs are taking over the world—larger vehicle models made up nearly half of new car sales globally in 2023, a new record for the segment. 

There are a lot of reasons to be nervous about the ever-expanding footprint of vehicles, from pedestrian safety and road maintenance concerns to higher greenhouse-gas emissions. But in a way, SUVs also represent a massive opportunity for climate action, since pulling the worst gas-guzzlers off the roads and replacing them with electric versions could be a big step in cutting pollution. 

It’s clear that we’re heading toward a future with bigger cars. Here’s what it might mean for the climate, and for our future on the road. 

SUVs accounted for 48% of global car sales in 2023, according to a new analysis from the International Energy Agency. This is a continuation of a trend toward bigger cars—just a decade ago, SUVs only made up about 20% of new vehicle sales. 

Big vehicles mean big emissions numbers. Last year there were more than 360 million SUVs on the roads, and they produced a billion metric tons of carbon dioxide. If SUVs were a country, they’d have the fifth-highest emissions of any nation on the planet—more than Japan. Of all the energy-related emissions growth last year, over 20% can be attributed to SUVs. 

There are several factors driving the world’s move toward larger vehicles. Larger cars tend to have higher profit margins, so companies may be more likely to make and push those models. And drivers are willing to jump on the bandwagon. I understand the appeal—I learned to drive in a huge SUV, and being able to stretch out my legs and float several feet above traffic has its perks. 

Electric vehicles are very much following the trend, with several companies unveiling  larger models in the past few years. Some of these newly released electric SUVs are seeing massive success. The Tesla Model Y, released in 2020, was far and away the most popular EV last year, with over 1.2 million units sold in 2023. The BYD Song (also an SUV) took second place with 630,000 sold. 

Globally, SUVs made up nearly 50% of new EV sales in 2023, compared to just under 20% in 2018, according to the IEA’s Global EV Outlook 2024. There’s also been a shift away from small cars (think the size of the Fiat 500) and toward large ones (similar to the BMW 7-series). 

And big-car obsession is a global phenomenon. The US is the land of the free and the home of the massive vehicles—SUVs made up 65% of new electric-vehicle sales in the country in 2023. But other major markets aren’t all that far behind: in Europe, the share was 52%, and in China, it was 36%. (You can see the above chart broken down by region from the IEA here.)

So it’s clear that we’re clamoring for bigger cars. Now what? 

One way of looking at this whole thing is that SUVs offer up an incredible opportunity for climate action. EVs will reduce emissions over their life span relative to gas-powered versions of the same model, so electrifying the biggest emitters on the roads would have an outsize impact. If all gas-powered and hybrid SUVs sold in 2023 were instead electric vehicles, about 770 million metric tons of carbon dioxide would be avoided over the lifetime of those vehicles, according to the IEA report. That’s equivalent to all of China’s road emissions last year. 

I previously wrote a somewhat hesitant defense of large EVs for this reason—electric SUVs aren’t perfect, but they could still help us address climate change. If some drivers are willing to buy an EV but aren’t willing to downsize their cars, then having larger electric options available could be a huge lever for climate action. 

But there are several very legitimate reasons why not everyone is welcoming the future of massive cars (even electric ones) with open arms. Larger vehicles are harder on roads, making upkeep more expensive. SUVs and other big vehicles are way more dangerous for pedestrians, too. Vehicles with higher front ends and blunter profiles are 45% more likely to cause fatalities in crashes with pedestrians. 

Bigger EVs could also have a huge effect on the amount of mining we’ll need to do to meet demand for metals like lithium, nickel, and cobalt. One 2023 study found that larger vehicles could increase the amount of mining needed more than 50% by 2050, relative to the amount that would be necessary if people drove smaller vehicles. Given that mining is energy intensive and can come with significant environmental harms, it’s not an unreasonable worry. 

New technologies could help reduce the mining we need to do for some materials: LFP batteries that don’t contain nickel or cobalt are quickly growing in market share, especially in China, and they could help reduce demand for those metals.

Another potential solution is reducing the demand for bigger cars in the first place. Policies have historically had a hand in pushing people toward larger cars and could help us make a U-turn on car bloat. Some countries, including Norway and France, now charge more in taxes or registration for larger vehicles. Paris recently jacked up parking rates for SUVs. 

For now, our vehicles are growing, and if we’re going to have SUVs on the roads, then we should have electric options. But bigger isn’t always better. 


Now read the rest of The Spark

Related reading

I’ve defended big EVs in the past—SUVs come with challenges, but electric ones are hands-down better for emissions than gas-guzzlers. Read this 2023 newsletter for more

The average size of batteries in EVs has steadily ticked up in recent years, as I touched on in this newsletter from last year

Electric cars are still cars, and smaller, safer EVs, along with more transit options, will be key to hitting our climate goals, Paris Marx argued in this 2022 op-ed

Keeping up with climate  

We might be underestimating how much power transmission lines can carry. Sensors can give grid operators a better sense of capacity based on factors like temperature and wind speed, and it could help projects hook up to the grid faster. (Canary Media)

North America could be in for an active fire season, though it’s likely not going to rise to the level of 2023. (New Scientist)

Climate change is making some types of turbulence more common, and that could spell trouble for flying. Studying how birds move might provide clues about dangerous spots. (BBC)

The perceived slowdown for EVs in the US is looking more like a temporary blip than an ongoing catastrophe. Tesla is something of an outlier with its recent slump—most automakers saw greater than 50% growth in the first quarter of this year. (Bloomberg)

This visualization shows just how dominant China is in the EV supply chain, from mining materials like graphite to manufacturing battery cells. (Cipher News)

Climate change is coming for our summer oysters. The variety that have been bred to be eaten year round are sensitive to extreme heat, making their future rocky. (The Atlantic)

The US has new federal guidelines for carbon offsets. It’s an effort to fix up an industry that studies and reports have consistently shown doesn’t work very well. (New York Times)

The most stubborn myth about heat pumps is that they don’t work in cold weather. Heat pumps are actually more efficient than gas furnaces in cold conditions. (Wired)

AI is an energy hog. This is what it means for climate change.

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

Tech companies keep finding new ways to bring AI into every facet of our lives. AI has taken over my search engine results, and new virtual assistants from Google and OpenAI announced last week are bringing the world eerily close to the 2013 film Her (in more ways than one).

As AI has become more integrated into our world, I’ve gotten a lot of questions about the technology’s rising electricity demand. You may have seen the headlines proclaiming that AI uses as much electricity as small countries, that it’ll usher in a fossil-fuel resurgence, and that it’s already challenging the grid.  

So how worried should we be about AI’s electricity demands? Well, it’s complicated. 

Using AI for certain tasks can come with a significant energy price tag. With some powerful AI models, generating an image can require as much energy as charging up your phone, as my colleague Melissa Heikkilä explained in a story from December. Create 1,000 images with a model like Stable Diffusion XL, and you’ve produced as much carbon dioxide as driving just over four miles in a gas-powered car, according to the researchers Melissa spoke to. 

But while generated images are splashy, there are plenty of AI tasks that don’t use as much energy. For example, creating images is thousands of times more energy-intensive than generating text. And using a smaller model that’s tailored to a specific task, rather than a massive, all-purpose generative model, can be dozens of times more efficient. In any case, generative AI models require energy, and we’re using them a lot. 

Electricity consumption from data centers, AI, and cryptocurrency could reach double 2022 levels by 2026, according to projections from the International Energy Agency. Those technologies together made up roughly 2% of global electricity demand in 2022. Note that these numbers aren’t just for AI—it’s tricky to nail down AI’s specific contribution, so keep that in mind when you see predictions about electricity demand from data centers. 

There’s a wide range of uncertainty in the IEA’s projections, depending on factors like how quickly deployment increases and how efficient computing processes get. On the low end, the sector could require about 160 terawatt-hours of additional electricity by 2026. On the higher end, that number might be 590 TWh. As the report puts it, AI, data centers, and cryptocurrency together are likely adding “at least one Sweden or at most one Germany” to global electricity demand. 

In total, the IEA projects, the world will add about 3,500 TWh of electricity demand over that same period—so while computing is certainly part of the demand crunch, it’s far from the whole story. Electric vehicles and the industrial sector will both be bigger sources of growth in electricity demand than data centers in the European Union, for example. 

Still, some big tech companies are suggesting that AI could get in the way of their climate goals. Microsoft pledged four years ago to bring its greenhouse-gas emissions to zero (or even lower) by the end of the decade. But the company’s recent sustainability report shows that instead, emissions are still ticking up, and some executives point to AI as a reason. “In 2020, we unveiled what we called our carbon moonshot. That was before the explosion in artificial intelligence,” Brad Smith, Microsoft’s president, told Bloomberg Green.

What I found interesting, though, is that it’s not AI’s electricity demand that’s contributing to Microsoft’s rising emissions, at least on paper. The company has agreements in place and buys renewable-energy credits so that electricity needs for all its functions (including AI) are met with renewables. (How much these credits actually help is questionable, but that’s a story for another day.) 

Instead, infrastructure growth could be adding to the uptick in emissions. Microsoft plans to spend $50 billion between July 2023 and June 2024 on expanding data centers to meet demand for AI products, according to the Bloomberg story. Building those data centers requires materials that can be carbon intensive, like steel, cement, and of course chips. 

Some important context to consider in the panic over AI’s energy demand is that while the technology is new, this sort of concern isn’t, as Robinson Meyer laid out in an April story in Heatmap.

Meyer points to estimates from 1999 that information technologies were already accounting for up to 13% of US power demand, and that personal computers and the internet could eat up half the grid’s capacity within the decade. That didn’t end up happening, and even at the time, computing was actually accounting for something like 3% of electricity demand. 

We’ll have to wait and see if doomsday predictions about AI’s energy demand play out. The way I see it, though, AI is probably going to be a small piece of a much bigger story. Ultimately, rising electricity demand from AI is in some ways no different from rising demand from EVs, heat pumps, or factory growth. It’s really how we meet that demand that matters. 

If we build more fossil-fuel plants to meet our growing electricity demand, it’ll come with negative consequences for the climate. But if we use rising electricity demand as a catalyst to lean harder into renewable energy and other low-carbon power sources, and push AI to get more efficient, doing more with less energy, then we can continue to slowly clean up the grid, even as AI continues to expand its reach in our lives. 


Now read the rest of The Spark

Related reading

Check out my colleague Melissa’s story on the carbon footprint of AI from December here

For a closer look at Microsoft’s new sustainability report and the effects of AI, give this Bloomberg Green story from reporters Akshat Rathi and Dina Bass a read. 

Robinson Meyer at Heatmap dug into the context around the AI energy demand in this April piece

Another thing

Missed our event last week on thermal batteries? Good news—the recording is now available for subscribers!

For the latest in our Roundtables series, I spoke with Amy Nordrum, MIT Technology Review executive editor, about how the technology works, who the crucial players are, and what I’m watching for next. Check it out here

Keeping up with climate  

Changing how we generate heat in industry will be crucial to cleaning up that sector in China, according to a new report. Thermal batteries and heat pumps could meet most of the demand. (Axios)

Form Energy is known for its iron-air batteries, which could help unlock cheap energy storage on the grid. Now, the company is working on research to produce green iron. (Canary Media)

The NET Power pilot in Texas is working to generate electricity with natural gas while capturing the vast majority of emissions. But carbon capture technology in power plants is far from proven. (Cipher News)

MIT spinoff Electrified Thermal Solutions is working to bring its thermal battery technology to commercial use. The company’s product is roughly the size of an elevator and can reach temperatures up to 1,800 °C. (Inside Climate News)

Mexico City has seen constant struggles over water. Now groundwater is drying up, and a system of dams and canals may soon be unable to provide water to the city. (New York Times)

Sodium-ion batteries could offer cheap energy storage while avoiding material crunches for metals like lithium, nickel, and cobalt. China has a massive head start, leaving other countries scrambling to catch up. (Latitude Media)

→ Here’s how this abundant material could unlock cheaper energy storage. (MIT Technology Review)

Biochar is made by heating up biomass like wood and plants in low-oxygen environments. It’s a simple approach to carbon removal, but it doesn’t always get as much attention as other carbon removal technologies. (Heatmap)

This startup wants ships to capture their own emissions by bubbling exhaust through seawater and limestone and dumping it into the ocean. Experts caution that some components of the exhaust could harm sea life if they’re not handled properly. (New Scientist)

Last summer was the hottest in 2,000 years. Here’s how we know.

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

I’m ready for summer, but if this year is anything like last year, it’s going to be a doozy. In fact, the summer of 2023 in the Northern Hemisphere was the hottest in over 2,000 years, according to a new study released this week. 

If you’ve been following the headlines, you probably already know that last year was a hot one. But I was gobsmacked by this paper’s title when it came across my desk. The warmest in 2,000 years—how do we even know that?

There weren’t exactly thermometers around in the year 1, so scientists have to get creative when it comes to comparing our climate today with that of centuries, or even millennia, ago. Here’s how our world stacks up against the climate of the past, how we know, and why it matters for our future. 

Today, there are thousands and thousands of weather stations around the globe, tracking the temperature from Death Valley to Mount Everest. So there’s plenty of data to show that 2023 was, in a word, a scorcher. 

Daily global ocean temperatures were the warmest ever recorded for over a year straight. Levels of sea ice hit new lows. And of course, the year saw the highest global average temperatures since record-keeping began in 1850.  

But scientists decided to look even further back into the past for a year that could compare to our current temperatures. To do so, they turned to trees, which can act as low-tech weather stations.

The concentric rings inside a tree are evidence of the plant’s yearly growth cycles. Lighter colors correspond to quick growth over the spring and summer, while the darker rings correspond to the fall and winter. Count the pairs of light and dark rings, and you can tell how many years a tree has lived. 

Trees tend to grow faster during warm, wet years and slower during colder ones. So scientists can not only count the rings but measure their thickness, and use that as a gauge for how warm any particular year was. They also look at factors like density and track different chemical signatures found inside the wood. You don’t even need to cut down a tree to get its help with climatic studies—you can just drill out a small cylinder from the tree’s center, called a core, and study the patterns.

The oldest living trees allow us to peek a few centuries into the past. Beyond that, it’s a matter of cross-referencing the patterns on dead trees with living ones, extending the record back in time like putting a puzzle together. 

It’s taken several decades of work and hundreds of scientists to develop the records that researchers used for this new paper, said Max Torbenson, one of the authors of the study, on a press call. There are over 10,000 trees from nine regions across the Northern Hemisphere represented, allowing the researchers to draw conclusions about individual years over the past two millennia. The year 246 CE once held the crown for the warmest summer in the Northern Hemisphere in the last 2,000 years. But 25 of the last 28 years have beat that record, Torbenson says, and 2023’s summer tops them all. 

These conclusions are limited to the Northern Hemisphere, since there are only a few tree ring records from the Southern Hemisphere, says Jan Esper, lead author of the new study. And using tree rings doesn’t work very well for the tropics because seasons look different there, he adds. Since there’s no winter, there’s usually not as reliable an alternating pattern in tropical tree rings, though some trees do have annual rings that track the wet and dry periods of the year. 

Paleoclimatologists, who study ancient climates, can use other methods to get a general idea of what the climate looked like even earlier—tens of thousands to millions of years ago. 

The biggest difference between the new study using tree rings and methods of looking back further into the past is the precision. Scientists can, with reasonable certainty, use tree rings to draw conclusions about individual years in the Northern Hemisphere (536 CE was the coldest, for instance, likely because of volcanic activity). Any information from further back than the past couple of thousand years will be more of a general trend than a specific data point representing a single year. But those records can still be very useful. 

The oldest glaciers on the planet are at least a million years old, and scientists can drill down into the ice for samples. By examining the ratio of gases like oxygen, carbon dioxide, and nitrogen inside these ice cores, researchers can figure out the temperature of the time corresponding to the layers in the glacier. The oldest continuous ice-core record, which was collected in Antarctica, goes back about 800,000 years. 

Researchers can use fossils to look even further back into Earth’s temperature record. For one 2020 study, researchers drilled into the seabed and looked at the sediment and tiny preserved shells of ancient organisms. From the chemical signatures in those samples, they found that the temperatures we might be on track to record may be hotter than anything the planet has experienced on a global scale in tens of millions of years. 

It’s a bit sobering to know that we’re changing the planet in such a dramatic way. 

The good news is, we know what we need to do to turn things around: cut emissions of planet-warming gases like carbon dioxide and methane. The longer we wait, the more expensive and difficult it will be to stop warming and reverse it, as Esper said on the press call: “We should do as much as possible, as soon as possible.” 


Now read the rest of The Spark

Related reading

Last year broke all sorts of climate records, from emissions to ocean temperatures. For more on the data, check out this story from December.

How hot is too hot for the human body? I tackled that very question in a 2021 story.  

Two engineers in lab coats monitor the thermal battery powering a conveyor belt of bottles

SIMON LANDREIN

Another thing

Readers chose thermal batteries as the 11th Breakthrough Technology of 2024. If you want to hear more about what thermal batteries are, how they work, and why this all matters, join us for the latest in our Roundtables series of online events, where I’ll be getting into the nitty-gritty details and answering some audience questions.

This event is exclusively for subscribers, so subscribe if you haven’t already, and then register here to join us tomorrow, May 16, at noon Eastern time. Hope to see you there! 

Keeping up with climate  

Scientists just recorded the largest ever annual leap in the amount of carbon dioxide in the atmosphere. The concentration of the planet-warming gas in March 2024 was 4.7 parts per million higher than it was a year before. (The Guardian)

Tesla has reportedly begun rehiring some of the workers who were laid off from its charging team in recent weeks. (Bloomberg)

→ To catch up on what’s going on at Tesla, and what it means for the future of EV charging and climate tech more broadly, check out the newsletter from last week if you missed it. (MIT Technology Review)

A new rule could spur thousands of miles of new power lines, making it easier to add renewables to the grid in the US. The Federal Energy Regulatory Commission will require grid operators to plan 20 years ahead, considering things like the speed of wind and solar installations. (New York Times)

Where does carbon dioxide go after it’s been vacuumed out of the atmosphere? Here are 10 options. (Latitude Media)

Ocean temperatures have been extremely high, shattering records over the past year. All that heat could help fuel a particularly busy upcoming hurricane season. (E&E News)

New tariffs in the US will tack on additional costs to a wide range of Chinese imports, including batteries and solar cells. The tariff on EVs will take a particularly drastic jump, going from 27.5% to 102.5%. (Associated Press)

A reporter took a trip to the Beijing Auto Show and drove dozens of EVs. His conclusion? Chinese EVs are advancing much faster than Western automakers can keep up with. (InsideEVs)

Harnessing solar power via satellites in space and beaming it down to Earth is a tempting dream. But the reality, as you might expect, is probably not so rosy. (IEEE Spectrum)

Why EV charging needs more than Tesla

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

Tesla, the world’s largest EV maker, laid off its entire charging team last week. 

The timing of this move is absolutely baffling. We desperately need many more EV chargers to come online as quickly as possible, and Tesla has been a charging powerhouse. It’s in the midst of opening its charging network to other automakers and establishing its technology as the de facto standard in the US. Now, we’re already seeing new Supercharger sites canceled because of this move. 

The charging meltdown at Tesla could slow progress on EVs overall, and ultimately, the whole situation shows why climate technology needs a whole lot more than Tesla. 

Tesla first unveiled the Supercharger network in 2012 with six locations in the western US. As of 2024, the company operates over 50,000 Superchargers worldwide. (By the way, I want to note that I briefly interned at Tesla in 2016. I don’t have any ties to or financial interest in the company today.) 

The Supercharger network helped make Tesla an EV juggernaut. Fast charging speeds and a navigation system that took the guesswork out of finding charging stations helped ease the transition for people buying their first EVs. Tesla operates more fast chargers than anyone else in the US, and the reliability of those chargers is leagues better than that of competitors. For a long time, this was all exclusive to Tesla drivers. 

Over the past year, Tesla has begun cracking open the doors to its charging network. The company made some of its stations available to all EVs, in part to go after incentives designated for private companies building public chargers. 

In the US, Tesla has also persuaded other automakers to adopt its charging connector, which it standardized and named the North American Charging Standard. In May 2023, Ford announced a move to adopt the NACS, and nearly every other automaker selling EVs in the US has followed suit.

Then, last week, Tesla laid off its 500-person charging team. The move came as part of wider layoffs that are expected to affect 10% of Tesla’s global workforce. Even interns weren’t immune.

Tesla “still plans to grow the Supercharger network,” though the focus will shift to maintaining and expanding existing locations rather than adding new ones, according to a post from CEO Elon Musk on the site formerly known as Twitter. (How does the company plan to expand or even maintain existing locations with apparently no dedicated charging team? Your guess is as good as mine. Tesla didn’t respond to a request for comment.)

But the effects from losing the charging team were immediate. Tesla backed out of a handful of leases for upcoming Supercharger locations in New York. In an email, the company told suppliers to hold off on breaking ground on new construction projects. 

The move is a concerning one at a crucial time for EV charging infrastructure. Right now, there are nowhere near enough chargers installed in the US to support a shift to electric vehicles. If EVs make up half of new-car sales by the end of the decade, we’ll need roughly 1.2 million public chargers installed by then, according to a 2023 study from the National Renewable Energy Laboratory. Today, the country has 170,000 charging ports available. 

In a recent poll, nearly 80% of US adults said that a lack of charging infrastructure is a primary reason for not buying an EV. That was true whether they lived in a city, in the suburbs, or in more rural areas.

In a way, it does make sense that Tesla appears to be uninterested in being the one to build out a public charging network. Chargers are costly to build and maintain, and they might not be all that profitable in the near term

According to analysis by BNEF, Tesla pulled in about $1.7 billion from charging last year, only about 1.5% of the company’s total revenue. Opening up chargers to vehicles from other automakers could help push revenue from this source up to $7.4 billion annually by the end of the decade. But that’s still a relatively small piece of Tesla’s total potential pie. 

Musk seems more interested in pursuing buzzy ideas like robotaxis than doing the difficult and expensive work of providing EV charging as a public service. 

Honestly, I think this move is a wake-up call for the EV industry. Tesla has played an undeniable role in bringing EVs to the mainstream. But we’re in a new stage of the game now, one that’s less about sleek sports cars and more about deploying known technologies and keeping them working. 

Other companies may step in to help fill the charging gap Tesla is opening. Revel expressed interest in taking over those canceled leases in New York City, for instance. But I wouldn’t hold my breath for a shiny new company to be our charging hero. 

Cutting emissions and remaking our economy will require buckling down to deploy and maintain solutions that we already know work, whether that’s in transportation or any other sector. For EV charging, and for climate technology as a whole, we need more than Tesla. Here’s hoping we can get it. 


Now read the rest of The Spark

Related reading

Perhaps the single biggest remaining barrier to EV adoption is a lack of charging infrastructure, as I wrote in a newsletter last year.

We need way more chargers to support the number of new EVs that are expected to hit the roads this decade. I dug into how many for a news story last year.

New battery technology could help EV batteries charge even faster. Learn what could be coming next in this story from August.

Another thing

Meat is a major climate problem. Whether solutions come in the form of plant-based alternatives or products grown in the lab, we shouldn’t expect them to solve every problem under the sun, argues my colleague James Temple, in a new essay published this week. Give it a read! 

Keeping up with climate  

Alternative jet fuels have a corn problem. The crop can be used to make fuels that qualify for tax credits in the US, but critics are skeptical about just how helpful they’ll be in efforts to cut emissions. (MIT Technology Review)

This startup is making fuel from carbon dioxide. Infinium’s Texas facility came online in late 2023, and its synthetic fuels could help clean up aviation and trucking—but only if the price is right. (Bloomberg)

New York City pizza shops are going electric. A citywide ordinance just went into effect that requires wood- and coal-burning ovens to cut their pollution, and many are turning to electric ovens instead of undertaking the costly upgrade. (New York Times)

Building a new energy system happens one project at a time. I loved this list of 10 potentially make-or-break projects that represent the potential future of our grid. (Heatmap)

→ The list includes a new site from Fervo in Utah, expected in 2026. Get the inside look at the company’s technology in this feature story from last year. (MIT Technology Review)

Funding for climate-tech startups in Africa is growing, with businesses raising more than $3.4 billion since 2019. But there’s still a long way to go to help the continent meet its climate goals. (Associated Press)

One very big, and very simple, thing is holding back heat pumps: a lack of workers. We need more people to make and install the appliances, which help cut emissions by using electricity to efficiently heat and cool spaces. (Wired)

→ Heat pumps are booming, and they’re on our list of 2024 Breakthrough Technologies. (MIT Technology Review)

Compressing air and storing it underground could help clean up the grid. Yes, really. Canadian company Hydrostor is close to breaking ground on its first large long-duration energy storage project later this year in Australia. (Inside Climate News)

How I learned to stop worrying and love fake meat

Fixing our collective meat problem is one of the trickiest challenges in addressing climate change—and for some baffling reason, the world seems intent on making the task even harder.

The latest example occurred last week, when Florida governor Ron DeSantis signed a law banning the production, sale, and transportation of cultured meat across the Sunshine State. 

“Florida is fighting back against the global elite’s plan to force the world to eat meat grown in a petri dish or bugs to achieve their authoritarian goals,” DeSantis seethed in a statement.

Alternative meat and animal products—be they lab-grown or plant-based—offer a far more sustainable path to mass-producing protein than raising animals for milk or slaughter. Yet again and again, politicians, dietitians, and even the press continue to devise ways to portray these products as controversial, suspect, or substandard. No matter how good they taste or how much they might reduce greenhouse-gas emissions, there’s always some new obstacle standing in the way—in this case, Governor DeSantis, wearing a not-at-all-uncomfortable smile.  

The new law clearly has nothing to do with the creeping threat of authoritarianism (though for more on that, do check out his administration’s crusade to ban books about gay penguins). First and foremost it is an act of political pandering, a way to coddle Florida’s sizable cattle industry, which he goes on to mention in the statement.

Cultured meat is seen as a threat to the livestock industry because animals are only minimally involved in its production. Companies grow cells originally extracted from animals in a nutrient broth and then form them into nuggets, patties or fillets. The US Department of Agriculture has already given its blessing to two companies, Upside Foods and Good Meat, to begin selling cultured chicken products to consumers. Israel recently became the first nation to sign off on a beef version.

It’s still hard to say if cultured meat will get good enough and cheap enough anytime soon to meaningfully reduce our dependence on cattle, chicken, pigs, sheep, goats, and other animals for our protein and our dining pleasure. And it’s sure to take years before we can produce it in ways that generate significantly lower emissions than standard livestock practices today.

But there are high hopes it could become a cleaner and less cruel way of producing meat. It wouldn’t require all the land, food, and energy needed to raise, feed, slaughter, and process animals today. One study found that cultured meat could reduce emissions per kilogram of meat 92% by 2030, even if cattle farming also achieves substantial improvements.

Those sorts of gains are essential if we hope to ease the rising dangers of climate change, because meat, dairy, and cheese production are huge contributors to greenhouse-gas emissions.

DeSantis and politicians in other states that may follow suit, including Alabama and Tennessee, are raising the specter of mandated bug-eating and global-elite string-pulling to turn cultured meat into a cultural issue, and kill the industry in its infancy. 

But, again, it’s always something. I’ve heard a host of other arguments across the political spectrum directed against various alternative protein products, which also include plant-based burgers, cheeses, and milks, or even cricket-derived powders and meal bars. Apparently these meat and dairy alternatives shouldn’t be highly processed, mass-produced, or genetically engineered, nor should they ever be as unhealthy as their animal-based counterparts. 

In effect, we are setting up tests that almost no products can pass, when really all we should ask of alternative proteins is that they be safe, taste good, and cut climate pollution.

The meat of the matter

Here’s the problem. 

Livestock production generates more than 7 billion tons of carbon dioxide, making up 14.5% of the world’s overall climate emissions, according to the United Nations Food and Agriculture Organization.

Beef, milk, and cheese production are, by far, the biggest problems, representing some 65% of the sector’s emissions. We burn down carbon-dense forests to provide cows with lots of grazing land; then they return the favor by burping up staggering amounts of methane, one of the most powerful greenhouse gases. Florida’s cattle population alone, for example, could generate about 180 million pounds of methane every year, as calculated from standard per-animal emissions

In an earlier paper, the World Resources Institute noted that in the average US diet, beef contributed 3% of the calories but almost half the climate pollution from food production. (If you want to take a single action that could meaningfully ease your climate footprint, read that sentence again.)

The added challenge is that the world’s population is both growing and becoming richer, which means more people can afford more meat. 

There are ways to address some of the emissions from livestock production without cultured meat or plant-based burgers, including developing supplements that reduce methane burps and encouraging consumers to simply reduce meat consumption. Even just switching from beef to chicken can make a huge difference.

Let’s clear up one matter, though. I can’t imagine a politician in my lifetime, in the US or most of the world, proposing a ban on meat and expecting to survive the next election. So no, dear reader. No one’s coming for your rib eye. If there’s any attack on personal freedoms and economic liberty here, DeSantis is the one waging it by not allowing Floridians to choose for themselves what they want to eat.

But there is a real problem in need of solving. And the grand hope of companies like Beyond Meat, Upside Foods, Miyoko’s Creamery, and dozens of others is that we can develop meat, milk, and cheese alternatives that are akin to EVs: that is to say, products that are good enough to solve the problem without demanding any sacrifice from consumers or requiring government mandates. (Though subsidies always help.)

The good news is the world is making some real progress in developing substitutes that increasingly taste like, look like, and have (with apologies for the snooty term) the “mouthfeel” of the traditional versions, whether they’ve been developed from animal cells or plants. If they catch on and scale up, it could make a real dent in emissions—with the bonus of reducing animal suffering, environmental damage, and the spillover of animal disease into the human population.

The bad news is we can’t seem to take the wins when we get them. 

The blue cheese blues

For lunch last Friday, I swung by the Butcher’s Son Vegan Delicatessen & Bakery in Berkeley, California, and ordered a vegan Buffalo chicken sandwich with a blue cheese on the side that was developed by Climax Foods, also based in Berkeley.

Late last month, it emerged that the product had, improbably, clinched the cheese category in the blind taste tests of the prestigious Good Food awards, as the Washington Post revealed.

Let’s pause here to note that this is a stunning victory for vegan cheeses, a clear sign that we can use plants to produce top-notch artisanal products, indistinguishable even to the refined palates of expert gourmands. If a product is every bit as tasty and satisfying as the original but can be produced without milking methane-burping animals, that’s a big climate win.

But sadly, that’s not where the story ended.

JAMES TEMPLE

After word leaked out that the blue cheese was a finalist, if not the winner, the Good Food Foundation seems to have added a rule that didn’t exist when the competition began but which disqualified Climax Blue, the Post reported.

I have no special insights into what unfolded behind the scenes. But it reads at least a little as if the competition concocted an excuse to dethrone a vegan cheese that had bested its animal counterparts and left traditionalists aghast. 

That victory might have done wonders to help promote acceptance of the Climax product, if not the wider category. But now the story is the controversy. And that’s a shame. Because the cheese is actually pretty good. 

I’m no professional foodie, but I do have a lifetime of expertise born of stubbornly refusing to eat any salad dressing other than blue cheese. In my own taste test, I can report it looked and tasted like mild blue cheese, which is all it needs to do.

A beef about burgers

Banning a product or changing a cheese contest’s rules after determining the winner are both bad enough. But the reaction to alternative proteins that has left me most befuddled is the media narrative that formed around the latest generation of plant-based burgers soon after they started getting popular a few years ago. Story after story would note, in the tone of a bold truth-teller revealing something new each time: Did you know these newfangled plant-based burgers aren’t actually all that much healthier than the meat variety? 

To which I would scream at my monitor: THAT WAS NEVER THE POINT!

The world has long been perfectly capable of producing plant-based burgers that are better for you, but the problem is that they tend to taste like plants. The actual innovation with the more recent options like Beyond Burger or Impossible Burger is that they look and taste like the real thing but can be produced with a dramatically smaller climate footprint.

That’s a big enough win in itself. 

If I were a health reporter, maybe I’d focus on these issues too. And if health is your personal priority, you should shop for a different plant-based patty (or I might recommend a nice salad, preferably with blue cheese dressing).

But speaking as a climate reporter, expecting a product to ease global warming, taste like a juicy burger, and also be low in salt, fat, and calories is absurd. You may as well ask a startup to conduct sorcery.

More important, making a plant-based burger healthier for us may also come at the cost of having it taste like a burger. Which would make it that much harder to win over consumers beyond the niche of vegetarians and thus have any meaningful impact on emissions. WHICH IS THE POINT!

It’s incredibly difficult to convince consumers to switch brands and change behaviors, even for a product as basic as toothpaste or toilet paper. Food is trickier still, because it’s deeply entwined with local culture, family traditions, festivals and celebrations. Whether we find a novel food product to be yummy or yucky is subjective and highly subject to suggestion. 

And so I’m ending with a plea. Let’s grant ourselves the best shot possible at solving one of the hardest, most urgent problems before us. Treat bans and political posturing with the ridicule they deserve. Reject the argument that any single product must, or can, solve all the problems related to food, health, and the environment.

Give these alternative foods a shot, afford them room to improve, and keep an open mind. 

Though it’s cool if you don’t want to try the crickets.

Three takeaways about the current state of batteries

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

Batteries are on my mind this week. (Aren’t they always?) But I’ve got two extra reasons to be thinking about them today. 

First, there’s a new special report from the International Energy Agency all about how crucial batteries are for our future energy systems. The report calls batteries a “master key,” meaning they can unlock the potential of other technologies that will help cut emissions. Second, we’re seeing early signs in California of how the technology might be earning that “master key” status already by helping renewables play an even bigger role on the grid. So let’s dig into some battery data together. 

1) Battery storage in the power sector was the fastest-growing commercial energy technology on the planet in 2023

Deployment doubled over the previous year’s figures, hitting nearly 42 gigawatts. That includes utility-scale projects as well as projects installed “behind the meter,” meaning they’re somewhere like a home or business and don’t interact with the grid. 

Over half the additions in 2023 were in China, which has been the leading market in batteries for energy storage for the past two years. Growth is faster there than the global average, and installations tripled from 2022 to last year. 

One driving force of this quick growth in China is that some provincial policies require developers of new solar and wind power projects to pair them with a certain level of energy storage, according to the IEA report.

Intermittent renewables like wind and solar have grown rapidly in China and around the world, and the technologies are beginning to help clean up the grid. But these storage requirement policies reveal the next step: installing batteries to help unlock the potential of renewables even during times when the sun isn’t shining and the wind isn’t blowing. 

2) Batteries are starting to show exactly how they’ll play a crucial role on the grid.

When there are small amounts of renewables, it’s not all that important to have storage available, since the sun’s rising and setting will cause little more than blips in the overall energy mix. But as the share increases, some of the challenges with intermittent renewables become very clear. 

We’ve started to see this play out in California. Renewables are able to supply nearly all the grid’s energy demand during the day on sunny days. The problem is just how different the picture is at noon and just eight hours later, once the sun has gone down. 

In the middle of the day, there’s so much solar power available that gigawatts are basically getting thrown away. Electricity prices can actually go negative. Then, later on, renewables quickly fall off, and other sources like natural gas need to ramp up to meet demand. 

But energy storage is starting to catch up and make a dent in smoothing out that daily variation. On April 16, for the first time, batteries were the single greatest power source on the grid in California during part of the early evening, just as solar fell off for the day. (Look for the bump in the darkest line on the graph above—it happens right after 6 p.m.)

Batteries have reached this number-one status several more times over the past few weeks, a sign that the energy storage now installed—10 gigawatts’ worth—is beginning to play a part in a balanced grid. 

3) We need to build a lot more energy storage. Good news: batteries are getting cheaper.

While early signs show just how important batteries can be in our energy system, we still need gobs more to actually clean up the grid. If we’re going to be on track to cut greenhouse-gas emissions to zero by midcentury, we’ll need to increase battery deployment sevenfold. 

The good news is the technology is becoming increasingly economical. Battery costs have fallen drastically, dropping 90% since 2010, and they’re not done yet. According to the IEA report, battery costs could fall an additional 40% by the end of this decade. Those further cost declines would make solar projects with battery storage cheaper to build than new coal power plants in India and China, and cheaper than new gas plants in the US. 

Batteries won’t be the magic miracle technology that cleans up the entire grid. Other sources of low-carbon energy that are more consistently available, like geothermal, or able to ramp up and down to meet demand, like hydropower, will be crucial parts of the energy system. But I’m interested to keep watching just how batteries contribute to the mix. 


Now read the rest of The Spark

Related reading

Some companies are looking beyond lithium for stationary energy storage. Dig into the prospects for sodium-based batteries in this story from last year.

Lithium-sulfur technology could unlock cheaper, better batteries for electric vehicles that can go farther on a single charge. I covered one company trying to make them a reality earlier this year.

Two engineers in lab coats monitor the thermal battery powering a conveyor belt of bottles

SIMON LANDREIN

Another thing

Thermal batteries are so hot right now. In fact, readers chose the technology as our 11th Breakthrough Technology of 2024.

To celebrate, we’re hosting an online event in a couple of weeks for subscribers. We’ll dig into why thermal batteries are so interesting and why this is a breakthrough moment for the technology. It’s going to be a lot of fun, so subscribe if you haven’t already and then register here to join us on May 16 at noon Eastern time.

You’ll be able to submit a question when you register—please do that so I know what you want to hear about! See you there! 

Keeping up with climate  

New rules that force US power plants to slash emissions could effectively spell the end of coal power in the country. Here are five things to know about the regulations. (New York Times)

Wind farms use less land than you might expect. Turbines really take up only a small fraction of the land where they’re sited, and co-locating projects with farms or other developments can help reduce environmental impact. (Washington Post)

The fourth reactor at Plant Vogtle in Georgia officially entered commercial operation this week. The new reactor will provide electricity for up to 500,000 homes and businesses. (Axios

A new factory will be the first full-scale plant to produce sodium-ion batteries in the US. The chemistry could provide a cheaper alternative to the standard lithium-ion chemistry and avoid material constraints. (Bloomberg)

→ I wrote about the potential for sodium-based batteries last year. (MIT Technology Review)

Tesla has apparently laid off a huge portion of its charging team. The move comes as the company’s charging port has been adopted by most major automakers. (The Verge)

A vegan cheese was up for a major food award. Then, things got messy. (Washington Post)

→ For a look at how Climax Foods makes its plant-based cheese with AI, check out this story from our latest magazine issue. (MIT Technology Review)

Someday mining might be done with … seaweed? Early research is looking into using seaweed to capture and concentrate high-value metals. (Hakai)

The planet’s oceans contain enormous amounts of energy. Harnessing it is an early-stage industry, but some proponents argue there’s a role for wave and tidal power technologies. (Undark)

A US push to use ethanol as aviation fuel raises major climate concerns

Eliminating carbon pollution from aviation is one of the most challenging parts of the climate puzzle, simply because large commercial airlines are too heavy and need too much power during takeoff for today’s batteries to do the job. 

But one way that companies and governments are striving to make some progress is through the use of various types of sustainable aviation fuels (SAFs), which are derived from non-petroleum sources and promise to be less polluting than standard jet fuel.

This week, the US announced a push to help its biggest commercial crop, corn, become a major feedstock for SAFs. 

Federal guidelines announced on April 30 provide a pathway for ethanol producers to earn SAF tax credits within the Inflation Reduction Act, President Biden’s signature climate law, when the fuel is produced from corn or soy grown on farms that adopt certain sustainable agricultural practices.

It’s a limited pilot program, since the subsidy itself expires at the end of this year. But it could set the template for programs in the future that may help ethanol producers generate more and more SAFs, as the nation strives to produce billions of gallons of those fuels per year by 2030. 

Consequently, the so-called Climate Smart Agricultural program has already sounded alarm bells among some observers, who fear that the federal government is both overestimating the emissions benefits of ethanol and assigning too much credit to the agricultural practices in question. Those include cover crops, no-till techniques that minimize soil disturbances, and use of “enhanced-efficiency fertilizers,” which are designed to increase uptake by plants and thus reduce runoff into the environment.

The IRA offers a tax credit of $1.25 per gallon for SAFs that are 50% lower in emissions than standard jet fuel, and as much as 50 cents per gallon more for sustainable fuels that are cleaner still. The new program can help corn- or soy-based ethanol meet that threshold when the source crops are produced using some or all of those agricultural practices.

Since the vast majority of US ethanol is produced from corn, let’s focus on the issues around that crop. To get technical, the program allows ethanol producers to subtract 10 grams of carbon dioxide per megajoule of energy, a measure of carbon intensity, from the life-cycle emissions of the fuel when it’s generated from corn produced with all three of the practices mentioned. That’s about an eighth to a tenth of the carbon intensity of gasoline.

Ethanol’s questionable climate footprint

Today, US-generated ethanol is mainly mixed with gasoline. But ethanol producers are eager to develop new markets for the product as electric vehicles make up a larger share of the cars and trucks on the road. Not surprisingly, then, industry trade groups applauded the announcement this week.

The first concern with the new program, however, is that the emissions benefits of corn-based ethanol have been hotly debated for decades.

Corn, like any plant that uses photosynthesis to produce food, sucks up carbon dioxide from the air. But using corn for fuel rather than food also creates pressure to clear more land for farming, a process that releases carbon dioxide from plants and soil. In addition, planting, fertilizing, and harvesting corn produce climate pollution as well, and the same is true of refining, distributing, and burning ethanol. 

For its analyses under the new program, the Treasury Department intends to use an updated version of the so-called GREET model to evaluate the life-cycle emissions of SAFs, which was developed by the Department of Energy’s Argonne National Lab. A 2021 study from the lab, relying on that model, concluded that US corn ethanol produced as much as 52% less greenhouse gas than gasoline. 

But some researchers and nonprofits have criticized the tool for accepting low estimates of the emissions impacts of land-use changes, among other issues. Other assessments of ethanol emissions have been far more damning.

A 2022 EPA analysis surveyed the findings from a variety of models that estimate the life-cycle emissions of corn-based ethanol and found that in seven out of 20 cases, they exceeded 80% of the climate pollution from gasoline and diesel.

Moreover, the three most recent estimates from those models found ethanol emissions surpassed even the higher-end estimates for gasoline or diesel, Alison Cullen, chair of the EPA’s science advisory board, noted in a 2023 letter to the administrator of the agency.

“Thus, corn starch ethanol may not meet the definition of a renewable fuel” under the federal law that mandates the use of biofuels in the market, she wrote. If so, it’s then well short of the 50% threshold required by the IRA, and some say it’s not clear that the farming practices laid out this week could close the gap.

Agricultural practices

Nikita Pavlenko, who leads the fuels team at the International Council on Clean Transportation, a nonprofit research group, asserted in an email that the climate-smart agricultural provisions “are extremely sloppy” and “are not substantiated.” 

He said the Department of Energy and Department of Agriculture especially “put their thumbs on the scale” on the question of land-use changes, using estimates of soy and corn emissions that were 33% to 55% lower than those produced for a program associated with the UN’s International Civil Aviation Organization.

He finds that ethanol sourced from farms using these agriculture practices will still come up short of the IRA’s 50% threshold, and that producers may have to take additional steps to curtail emissions, potentially including adding carbon capture and storage to ethanol facilities or running operations on renewables like wind or solar.

Freya Chay, a program lead at CarbonPlan, which evaluates the scientific integrity of carbon removal methods and other climate actions, says that these sorts of agricultural practices can provide important benefits, including improving soil health, reducing erosion, and lowering the cost of farming. But she and others have stressed that confidently determining when certain practices actually and durably increase carbon in soil is “exceedingly complex” and varies widely depending on soil type, local climate conditions, past practices, and other variables.

One recent study of no-till practices found that the carbon benefits quickly fade away over time and reach nearly zero in 14 years. If so, this technique would do little to help counter carbon emissions from fuel combustion, which can persist in the atmosphere for centuries or more.

“US policy has a long history of asking how to continue justifying investment in ethanol rather than taking a clear-eyed approach to evaluating whether or not ethanol helps us reach our climate goals,” Chay wrote in an email. “In this case, I think scrutiny is warranted around the choice to lean on agricultural practices with uncertain and variable benefits in a way that could unlock the next tranche of public funding for corn ethanol.”

There are many other paths for producing SAFs that are or could be less polluting than ethanol. For example, they can be made from animal fats, agriculture waste, forest trimmings, or non-food plants that grow on land unsuitable for commercial crops. Other companies are developing various types of synthetic fuels, including electrofuels produced by capturing carbon from plants or the air and then combining it with cleanly sourced hydrogen. 

But all these methods are much more expensive than extracting and refining fossil fuels, and most of the alternative fuels will still produce more emissions when they’re used than the amount that was pulled out of the atmosphere by the plants or processes in the first place. 

The best way to think of these fuels is arguably as a stopgap, a possible way to make some climate progress while smart people strive to develop and build fully emissions-free ways of quickly, safely, and reliably moving things and people around the globe.

Want less mining? Switch to clean energy.

Political fights over mining and minerals are heating up, and there are growing environmental and sociological concerns about how to source the materials the world needs to build new energy technologies. 

But low-emissions energy sources, including wind, solar, and nuclear power, have a smaller mining footprint than coal and natural gas, according to a new report from the Breakthrough Institute released today.

The report’s findings add to a growing body of evidence that technologies used to address climate change will likely lead to a future with less mining than a world powered by fossil fuels. However, experts point out that oversight will be necessary to minimize harm from the mining needed to transition to lower-emission energy sources. 

“In many ways, we talk so much about the mining of clean energy technologies, and we forget about the dirtiness of our current system,” says Seaver Wang, an author of the report and co-director of Climate and Energy at the Breakthrough Institute, an environmental research center.  

In the new analysis, Wang and his colleagues considered the total mining footprint of different energy technologies, including the amount of material needed for these energy sources and the total amount of rock that needs to be moved to extract that material.

Many minerals appear in small concentrations in source rock, so the process of extracting them has a large footprint relative to the amount of final product. A mining operation would need to move about seven kilograms of rock to get one kilogram of aluminum, for instance. For copper, the ratio is much higher, at over 500 to one. Taking these ratios into account allows for a more direct comparison of the total mining required for different energy sources. 

With this adjustment, it becomes clear that the energy source with the highest mining burden is coal. Generating one gigawatt-hour of electricity with coal requires 20 times the mining footprint as generating the same electricity with low-carbon power sources like wind and solar. Producing the same electricity with natural gas requires moving about twice as much rock.

Tallying up the amount of rock moved is an imperfect approximation of the potential environmental and sociological impact of mining related to different technologies, Wang says, but the report’s results allow researchers to draw some broad conclusions. One is that we’re on track for less mining in the future. 

Other researchers have projected a decrease in mining accompanying a move to low-emissions energy sources. “We mine so many fossil fuels today that the sum of mining activities decreases even when we assume an incredibly rapid expansion of clean energy technologies,” Joey Nijnens, a consultant at Monitor Deloitte and author of another recent study on mining demand, said in an email.

That being said, potentially moving less rock around in the future “hardly means that society shouldn’t look for further opportunities to reduce mining impacts throughout the energy transition,” Wang says.

There’s already been progress in cutting down on the material required for technologies like wind and solar. Solar modules have gotten more efficient, so the same amount of material can yield more electricity generation. Recycling can help further cut material demand in the future, and it will be especially crucial to reduce the mining needed to build batteries.  

Resource extraction may decrease overall, but it’s also likely to increase in some places as our demands change, researchers pointed out in a 2021 study. Between 32% and 40% of the mining increase in the future could occur in countries with weak, poor, or failing resource governance, where mining is more likely to harm the environment and may fail to benefit people living near the mining projects. 

“We need to ensure that the energy transition is accompanied by responsible mining that benefits local communities,” Takuma Watari, a researcher at the National Institute for Environmental Studies and an author of the study, said via email. Otherwise, the shift to lower-emissions energy sources could lead to a reduction of carbon emissions in the Global North “at the expense of increasing socio-environmental risks in local mining areas, often in the Global South.” 

Strong oversight and accountability are crucial to make sure that we can source minerals in a responsible way, Wang says: “We want a rapid energy transition, but we also want an energy transition that’s equitable.”

Hydrogen trains could revolutionize how Americans get around

Like a mirage speeding across the dusty desert outside Pueblo, Colorado, the first hydrogen-fuel-cell passenger train in the United States is getting warmed up on its test track. Made by the Swiss manufacturer Stadler and known as the FLIRT (for “Fast Light Intercity and Regional Train”), it will soon be shipped to Southern California, where it is slated to carry riders on San Bernardino County’s Arrow commuter rail service before the end of the year. In the insular world of railroading, this hydrogen-powered train is a Rorschach test. To some, it represents the future of rail transportation. To others, it looks like a big, shiny distraction.

In the quest to decarbonize the transportation sector—the largest source of greenhouse-gas emissions in the United States—rubber-tired electric vehicles tend to dominate the conversation. But to reach the Biden administration’s goal of net-zero emissions by 2050, other forms of transportation, including those on steel wheels, will need to find new energy sources too. 

The best way to decarbonize railroads is the subject of growing debate among regulators, industry, and activists. Things are coming to a head in California, which recently enacted rules requiring all new passenger locomotives operating in the state to be zero-emissions by 2030 and all new freight locomotives to meet that threshold by 2035. Federal regulators could be close behind.

The debate is partly technological, revolving around whether hydrogen fuel cells, batteries, or overhead electric wires offer the best performance for different railroad situations. But it’s also political: a question of the extent to which decarbonization can, or should, usher in a broader transformation of rail transportation. For decades, the government has largely deferred to the will of the big freight rail conglomerates. Decarbonization could shift that power dynamic—or further entrench it. 

So far, hydrogen has been the big technological winner in California. Over the past year, the California Department of Transportation, known as Caltrans, has ordered 10 hydrogen FLIRT trains at a cost of $207 million. After the Arrow service, the next rail line to receive hydrogen trains is scheduled to be the Valley Rail service in the Central Valley. That line will connect Sacramento to California High-Speed Rail, the under-construction system that will eventually link Los Angeles and San Francisco.

In its analysis of different zero-­emissions rail technologies, Caltrans found that hydrogen trains, powered by onboard fuel cells that convert hydrogen into electricity, had better range and shorter refueling times than battery-electric trains, which function much like electric cars. Hydrogen was also a cheaper power source than overhead wire (or simply “electrification,” in industry parlance), which would cost an estimated $6.8 billion to install on the state’s three main intercity routes. (California High-Speed Rail and its shared track on the Bay Area’s Caltrain commuter service will both be powered by overhead wire, since electrification is necessary to reach speeds of over 100 miles per hour.)  

Further complicating the electrification option, installing overhead wire on the rest of California’s passenger network would require the consent of BNSF and Union Pacific, the two major freight rail carriers that own most of the state’s tracks. The companies have long opposed the installation of wire above their tracks, which they say could interfere with double-stacked freight trains. 

Electrifying all 144,000 miles of the nation’s freight rail tracks would cost hundreds of billions of dollars, according to a report by the Association of American Railroads (AAR), an industry trade group, and even electrifying smaller sections of track would result in ongoing disruptions to train traffic and shift freight customers from trains to trucks, the group claims. Electrification would also require the cooperation of electric utilities, leaving railroads vulnerable to the grid connection delays that plague renewable-energy developers. 

“We have long stretches of track outside of urbanized areas,” says Marcin Taraszkiewicz, an engineer at the engineering and architecture firm HDR who has worked on Caltrans’s hydrogen train program. Getting power to those rugged places can be a challenge, he says, especially when infrastructure must be designed to resist natural disasters like wildfires and earthquakes: “If that wire goes down, you’re going to be in trouble.” 

The AAR thinks California’s railroad emissions regulations are too much, too soon, especially given that freight rail is already three to four times more fuel efficient than trucking. Last year, the AAR sued the state over its latest railroad emissions regulations, in a case that is still pending. Though the group generally prefers hydrogen to electrification as a long-term solution, it contends that this alternative technology is not yet mature enough to meet the industry’s needs. 

A group called Californians for Electric Rail also views hydrogen as an immature technology. “From an environmental as well as a cost perspective, it’s a really circular and indirect way of doing things,” says Adriana Rizzo, the group’s founder, who is an advocate for electrifying the state’s regional and intercity tracks with overhead wire.

Synthesizing, transporting, and using the tiny hydrogen molecule can be very inefficient. Hydrogen trains currently require roughly three times more energy per mile than trains powered by overhead wire. And the environmental benefits of hydrogen—the ostensible purpose of this new technology—remain largely theoretical, since the vast majority of hydrogen today is produced by burning fossil fuels like methane. Natural-gas utilities have been among the hydrogen industry’s biggest boosters, because they are already able to produce and transport the gas. 

Opinions on the merits of hydrogen trains have been mixed. In 2022, following a pilot program, the German state of Baden-Württemberg determined that this technology would be 80% more expensive to operate over the long run than other zero-emissions alternatives. 

Kyle Gradinger, assistant deputy director for rail at Caltrans, thinks there’s been some “Twittersphere exaggeration” about the problems with hydrogen trains. In tests, the hydrogen-powered Stadler FLIRT is “performing as well as we expected, if not better,” he says. Since they also use electric motors, hydrogen trains offer many of the same benefits as trains powered by overhead wire, Gradinger says. Both technologies will be quieter, cleaner, and faster than diesel trains. 

Caltrans hopes to obtain all the hydrogen for its trains from zero-emissions sources by 2030—a goal bolstered by a draft clean-­hydrogen rule issued by the Biden administration in 2023. California is one of seven “hydrogen hubs” in the US, public-private partnerships that will receive billions of dollars in subsidies from the Infrastructure Investment and Jobs Act for developing hydrogen technologies. It’s too early to say whether Caltrans will be able to procure funding for its hydrogen fueling stations and supply chains through these subsidies, Gradinger says, but it’s certainly a possibility. So far, California is the only US state to have purchased hydrogen trains. 

Advocates like Rizzo fear, however, that all this investment in hydrogen infrastructure will get in the way of more transformative changes to passenger rail in California. 

“Why are we putting millions of dollars into buying new trains and putting up all of this infrastructure and then expecting the same crappy service that we have now?” Rizzo says. “These systems could carry so many more passengers.” 

Rizzo’s group, and allies like the Rail Passenger Association of California and Nevada, think decarbonization is an opportunity to install the type of infrastructure that supports the vast majority of fast passenger train services around the world. Though the up-front investment in overhead wire is high, electrification reduces operating costs by providing constant access to a cheap and efficient energy source. Electrification also improves acceleration so that trains can travel closer together, creating the potential for service patterns that function more like an urban metro system than a once-per-day Amtrak route. 

Caltrans has a long-term plan to dramatically increase rail service and speeds, which might eventually require electrification by overhead wire, also known as a catenary system. But at least for the next couple of decades, the agency believes, hydrogen is the most feasible way to meet the state’s ambitious climate goals. The money, the political will, and the stomach for a fight with the freight railroads and utility companies just aren’t there yet.  

“The gold standard is overhead catenary electrification, if you can do that,” Gradinger says. “But we aren’t going to get to a level of service on the intercity side for at least the next decade or two that would warrant investment in electrification.” 

Rizzo hopes that as the federal government puts more railroad emissions regulations in place, the case for electrifying rail by overhead wire will get stronger. Other countries have come to that conclusion: a 2015 policy change in India resulted in the electrification of nearly half the country’s track mileage in less than a decade. The United Kingdom’s Decarbonising Transport Plan states that electrification will be the “main way” to decarbonize the rail industry. 

These changes are still compatible with a robust freight industry. The world’s most powerful locomotives are electric, pulling ore-laden freight trains in South Africa and China. In 2002, Russia finished electrifying the 5,700-mile Trans-Siberian Railway, demonstrating that freight trains running on electric wire can travel very long distances over very harsh terrain.

Things may be starting to shift in the US as well, albeit slowly. BNSF appears to have softened its stance against electrification on a corridor it owns in Southern California, where it has agreed to allow California High-Speed Rail to construct overhead wire on its right of way. Rizzo and her group are looking to make these projects easier by sponsoring state legislation exempting overhead wire from the California Environmental Quality Act. That would prevent situations like a 2015 environmental lawsuit from the affluent Bay Area suburb of Atherton, over tree removal and visual impact, that delayed Caltrain’s electrification project for nearly two years.

New innovations could blur the lines between different kinds of green rail technologies. Caltrain has ordered a battery-­equipped electrified train that has the potential to charge up while traveling from San Francisco to San Jose and then run on a battery onward to Gilroy and Salinas. A similar system could someday be deployed in Southern California, where trains could charge through the Los Angeles metro area and run on batteries over more remote stretches to Santa Barbara and San Diego. 

New hydrogen technologies could also prove transformative for passenger rail. The FLIRT train doing laps in the Colorado desert is version 1.0. In the future, using ammonia as a hydrogen carrier could result in much longer range for hydrogen trains, as well as more seamless refueling. “With hydrogen, there’s a lot more room to grow,” Taraszkiewicz says.

But in a country that has invested little in passenger rail over the past century, new technology can only do so much, Taraszkiewicz cautions. America’s railroads all too often lack passing tracks, grade-separated road crossings, and modern signaling systems. The main impediment to faster, more frequent passenger service “is not the train technology,” he says. “It’s everything else.”

Benjamin Schneider is a freelance writer covering housing, transportation, and urban policy.

How to build a thermal battery

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

The votes have been tallied, and the results are in. The winner of the 11th Breakthrough Technology, 2024 edition, is … drumroll please … thermal batteries! 

While the editors of MIT Technology Review choose the annual list of 10 Breakthrough Technologies, in 2022 we started having readers weigh in on an 11th technology. And I don’t mean to flatter you, but I think you picked a fascinating one this year. 

Thermal energy storage is a convenient way to stockpile energy for later. This could be crucial in connecting cheap but inconsistent renewable energy with industrial facilities, which often require a constant supply of heat. 

I wrote about why this technology is having a moment, and where it might wind up being used, in a story published Monday. For the newsletter this week, let’s take a deeper look at the different kinds of thermal batteries out there, because there’s a wide world of possibilities. 

Step 1: Choose your energy source

In the journey to build a thermal battery, the crucial first step is to choose where your heat comes from. Most of the companies I’ve come across are building some sort of power-to-heat system, meaning electricity goes in and heat comes out. Heat often gets generated by running a current through a resistive material in a process similar to what happens when you turn on a toaster.

Some projects may take electricity directly from sources like wind turbines or solar panels that aren’t hooked up to the grid. That could reduce energy costs, since you don’t have to pay surcharges built into grid electricity rates, explains Jeffrey Rissman, senior director of industry at Energy Innovation, a policy and research firm specializing in energy and climate. 

Otherwise, thermal batteries can be hooked up to the grid directly. These systems could allow a facility to charge up when electricity prices are low or when there’s a lot of renewable energy on the grid. 

Some thermal storage systems are soaking up waste heat rather than relying on electricity. Brenmiller Energy, for example, is building thermal batteries that can be charged up with heat or electricity, depending on the customer’s needs. 

Depending on the heat source, systems using waste heat may not be able to reach temperatures as high as their electricity-powered counterparts, but they could help increase the efficiency of facilities that would otherwise waste that energy. There’s especially high potential for high-temperature processes, like cement and steel production. 

Step 2: Choose your storage material

Next up: pick out a heat storage medium. These materials should probably be inexpensive and able to reach and withstand high temperatures. 

Bricks and carbon blocks are popular choices, as they can be packed together and, depending on the material, reach temperatures well over 1,000 °C (1,800 °F). Rondo Energy, Antora Energy, and Electrified Thermal Solutions are among the companies using blocks and bricks to store heat at these high temperatures. 

Crushed-up rocks are another option, and the storage medium of choice for Brenmiller Energy. Caldera is using a mixture of aluminum and crushed rock. 

Molten materials can offer even more options for delivering thermal energy later, since they can be pumped around (though this can also add more complexity to the system). Malta is building thermal storage systems that use molten salt, and companies like Fourth Power are using systems that rely in part on molten metals. 

Step 3: Choose your delivery method

Last, and perhaps most important, is deciding how to get energy back out of your storage system. Generally, thermal storage systems can deliver heat, use it to generate electricity, or go with some combination of the two. 

Delivering heat is the most straightforward option. Typically, air or another gas gets blown over the hot thermal storage material, and that heated gas can be used to warm up equipment or to generate steam. 

Some companies are working to use heat storage to deliver electricity instead. This could allow thermal storage systems to play a role not only in industry but potentially on the electrical grid as an electricity storage solution. One downside? These systems generally take a hit on efficiency, the amount of energy that can be returned from storage. But they may be right for some situations, such as facilities that need both heat and electricity on demand. Antora Energy is aiming to use thermophotovoltaic materials to turn heat stored in its carbon blocks back into electricity. 

Some companies plan to offer a middle path, delivering a combination of heat and electricity, depending on what a facility needs. Rondo Energy’s heat batteries can deliver high-pressure steam that can be used either for heating alone or to generate some electricity using cogeneration units. 

The possibilities are seemingly endless for thermal batteries, and I’m seeing new players with new ideas all the time. Stay tuned for much more coverage of this hot technology (sorry, I had to). 


Now read the rest of The Spark

Related reading

Read more about why thermal batteries won the title of 11th breakthrough technology in my story from Monday.

I first wrote about heat as energy storage in this piece last year. As I put it then: the hottest new climate technology is bricks. 

Companies have made some progress in scaling up thermal batteries—our former fellow June Kim wrote about one new manufacturing facility in October.

VIRGINIA HANUSIK

Another thing

The state of Louisiana in the southeast US has lost over a million acres of its coast to erosion. A pilot project aims to save some homes in the state by raising them up to avoid the worst of flooding. 

It’s an ambitious attempt to build a solution to a crisis, and the effort could help keep communities together. But some experts worry that elevation projects offer too rosy an outlook and think we need to focus on relocation instead. Read more in this fascinating feature story from Xander Peters.

Keeping up with climate  

It can be easy to forget, but we’ve actually already made a lot of progress on addressing climate change. A decade ago, the world was on track for about 3.7 °C of warming over preindustrial levels. Today, it’s 2.7 °C with current actions and policies—higher than it should be but lower than it might have been. (Cipher News)

We’re probably going to have more batteries than we actually need for a while. Today, China alone makes enough batteries to satisfy global demand, which could make things tough for new players in the battery game. (Bloomberg

2023 was a record year for wind power. The world installed 117 gigawatts of new capacity last year, 50% more than the year before. (Associated Press)

Here’s what’s coming next for offshore wind. (MIT Technology Review)

Coal power grew in 2023, driven by a surge of new plants coming online in China and a slowdown of retirements in Europe and the US. (New York Times)

People who live near solar farms generally have positive feelings about their electricity-producing neighbors. There’s more negative sentiment among people who live very close to the biggest projects, though. (Inside Climate News)

E-scooters have been zipping through city streets for eight years, but they haven’t exactly ushered in the zero-emissions micro-mobility future that some had hoped for. Shared scooters can cut emissions, but it all depends on rider behavior and company practices. (Grist)

The grid could use a renovation. Replacing existing power lines with new materials could double grid capacity in many parts of the US, clearing the way for more renewables. (New York Times

The first all-electric tugboat in the US is about to launch in San Diego. The small boats are crucial to help larger vessels in and around ports, and the fossil-fuel-powered ones are a climate nightmare. (Canary Media)