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Energy

Xi Jinping and Donald Trump.
Economy

Trump Is Disabling the Agency That Could Fight China’s Rare Earths Embargo

The Loan Programs Office is good for more than just nuclear funding.

Q&A

You, Too, Can Protect Solar Panels Against Hail

A conversation with VDE Americas CEO Brian Grenko.

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Hotspots

The Pro-Renewables Crowd Gets Riled Up

And more of the week’s big fights around renewable energy.

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Spotlight

How a Carbon Pipeline Is Turning Iowa Against Wind

Long Islanders, meanwhile, are showing up in support of offshore wind, and more in this week’s edition of The Fight.

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How Clean Energy Fared in Q1

AM Briefing: How Clean Energy Fared in Q1

On earnings, a DOJ memo, and flying cars

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Money and an oil rig.

The First Sign the U.S. Oil and Gas Sector Is Pulling Back

Three weeks after “Liberation Day,” Matador Resources says it’s adjusting its ambitions for the year.

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Energy

AM Briefing: SCOTUS Cues Up California Waiver Challenge

On vehicle emissions standards, coral bleaching, and ‘no man’s land’

SCOTUS Cues Up Challenge to California Waiver
<p>Heatmap Illustration/Getty Images</p>

Current conditions: New York City has an air quality alert today due to smoke from a 13,500-acre New Jersey wildfireThere is a thunderstorm warning for the Vatican City, where mourners are gathering to pay their respects to Pope FrancisSeveral New England ski areas announced they are staying open “well into May” thanks to the region’s near-record levels of spring snow.

THE TOP FIVE

1. Supreme Court appears sympathetic to fuel producers’ challenge to California’s emissions waiver

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Energy

Tariffs Are Dominating Clean Energy Earnings Calls

See also: federal policy, batteries, and electricity demand.

Clean energy, shipping, and natural gas
<p>Heatmap Illustration/Getty Images</p>

The clean energy industry is beginning to report to investors and the public on its first brush with Donald Trump’s trade policy. While earnings season has only just begun, already some broad themes are emerging across the sector: Tariffs hurt. Batteries are getting more expensive. And there’s big demand for power, especially natural gas.

Tariffs

Four big clean energy companies that have reported results so far — inverter and battery maker Enphase, turbine manufacturer GE Vernova, electric vehicle giant Tesla, and developer and utility NextEra — mentioned tariffs prominently in either their earnings reports or their analyst calls. GE Vernova said that tariffs would result in $300 million to $400 million of additional costs. Enphase said that tariffs would take off two percentage points from its margin in the second quarter and six to eight points of gross margin in the third quarter. Tesla said that “increasing tariffs may cause market volatility and near-term impacts to supply and demand.”

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