Plus, megabill fallout and resistance to Trump's pro-coal push

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canary-weekly

11 July 2025

Happy Friday. Yes, the Big, Beautiful Bill is very ugly for clean energy in the United States. All week, we’ve published articles digging in, and we’ll get into it a bit more later. But there's a whole, wide world out there that’s still moving toward clean energy. Today’s lead story is focused on that. 

dan mccarthy

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The global energy transition goes on 

It’s been a bad week for the U.S. energy transition. 

 

President Donald Trump and congressional Republicans effectively repealed large swaths of the landmark Inflation Reduction Act last Friday, a move that will set back the nation’s efforts to decarbonize just as they were gaining steam.

 

But the United States is not the only country in the world. It’s one of the biggest emitters, true, but it’s responsible for only about 13% of global carbon dioxide emissions. 

 

And luckily, even as Trump hitches the U.S. to fossil fuels, the world is continuing to move quickly toward cleaner sources. Let’s take a tour of some global energy-transition bright spots. 

 

In China, the world’s biggest carbon emitter, wind and solar capacity overtook coal and gas in the first quarter of 2025 — a first, according to a Global Energy Monitor report released this week. The country is still building and using immense amounts of fossil fuels, but reports suggest its emissions may finally be in reverse. 

 

In the European Union, solar was the largest source of electricity across all of June. It’s the first time solar has led the pack for an entire month in the EU, according to a new Ember report, producing 22% of the region’s electricity. Meanwhile, coal fell to its lowest-ever level, a reflection of the region’s push to eliminate the dirty fuel: Ireland shuttered its last coal plant in late June, becoming Europe’s 15th coal-free country. Italy and Spain are slated to close their last major coal plants this summer, too.

 

Across the entire world, $2 is now invested in clean energy, efficiency, and the grid for every $1 invested in fossil fuels. That’s serious progress, and a big reason why clean energy is growing so rapidly worldwide. Last year, more than 90% of the new electricity built globally was clean energy. Meanwhile, EV adoption is set to leap 25% this year, compared with 2024, setting yet another record even amid headwinds in the U.S., according to BloombergNEF. More than one-quarter of new passenger vehicles sold worldwide will be battery-powered. 

 

To be clear, the trajectory the world is on right now is not fast enough to meet global climate commitments. All of the progress mentioned above needs to accelerate further — and the U.S. resisting the energy transition is a big deal. But with or without the U.S., the global energy transition is happening, and a future that’s powered by solar, wind, batteries, nuclear, and other forms of carbon-free power is on the way. 

TWO MORE THINGS

Megabill fallout continues

One week ago today, Trump signed the GOP megabill into law and changed the trajectory of the U.S. energy transition with the stroke of a pen. 

 

The law made deep cuts to the Inflation Reduction Act, the national climate law passed by the Biden administration in 2022. As a result, the U.S. is now expected to install clean energy at a slower pace, sell fewer EVs, and emit a lot more carbon dioxide in the coming years. Oh, and energy prices are going to rise, too. If you’re looking for a piece to share widely that covers the basics, try this one I published on Monday. 

 

Every sector faces slightly different challenges from the law. Even geothermal energy, a favored clean energy source among Republicans, faces a rocky road, Canary’s Maria Gallucci reported this week. The law could have been worse for solar and wind — but it will still pose big challenges, Jeff St. John reports. It could even prevent some fully permitted offshore wind projects from moving forward, Clare Fieseler writes. 

Trump's pro-coal push faces challenges

A month and a half ago, the Department of Energy ordered two fossil-fueled plants that were on the brink of shutting down to stay open. It might have been an opening salvo in a major effort from the Trump administration to keep aging, dirty coal plants open past their planned close dates, Jeff St. John reported this week. 

 

The move comes as the Trump administration, and in particular DOE Secretary Chris Wright, frequently refers to renewable energy as unreliable and calls for more fossil-fuel use instead. A new DOE report furthers that line of argument, though it has been criticized as relying on flawed assumptions. Meanwhile, examples pop up near-weekly of how clean energy actually helps the grid. During a heat wave in late June, for instance, solar and batteries helped save New England from potential blackouts, Sarah Shemkus reports for Canary Media. 

 

Now, state regulators and environmental and consumer groups are challenging the legality of Trump’s pro-coal intervention, arguing that the grid can be safely run without it. 

WHAT TO KNOW THIS WEEK

More reliable in Texas: Texas has dramatically increased its grid reliability and maintained affordable electricity prices as it’s integrated more solar, batteries, and wind, undermining Trump’s repeated claims that renewables make the grid unstable. (Reuters)

 

Rooftop regression: Rooftop solar installations are set to plummet following the GOP megabill’s repeal of a longstanding federal incentive, with analysts estimating between 40% and 85% less demand over the next decade. (Washington Post)

 

Ford-ging ahead: Ford says last-minute changes to Republicans’ big budget bill saved tax credits that it’s counting on as it builds a $3 billion Michigan battery factory. (New York Times)

 

Salt in the wound: President Trump directs the Treasury Department to strictly curtail which projects can access wind and solar tax credits before they are phased out in 2028 under the new Republican budget bill. (The Hill)

 

Permission denied: About one in five counties across the U.S. have passed laws to restrict or outright ban construction of new solar and wind farms, and are curtailing battery storage facilities too. (Heatmap)

 

A tough turn for tribes: Tribal leaders say the new federal tax and spending law will cause widespread clean-energy job losses in their communities and jeopardize climate projects. (Grist)

 

Drilling declines: A Federal Reserve Bank of Dallas survey shows regional oil and gas production declined in the second quarter of 2025 amid global unrest and Trump administration trade policies, and many operators say they now plan to drill fewer wells than they predicted this year. (Axios)

 

Heat pumps are cool: If you’re thinking about getting central air conditioning at your house — or replacing your existing system — have you considered a heat pump instead? (Canary Media)

 

Time to go car shopping: And if you’re contemplating getting an electric vehicle anytime soon, here’s some advice: Do it before the end of September, when the federal tax credit now sunsets under the GOP law. (Canary Media)

Canary Media is an independent, nonprofit newsroom covering the transition to clean energy and solutions to the climate crisis. Donate to support us.

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