Ivo Daalder, a former U.S. ambassador to NATO, is a senior fellow at Harvard
University’s Belfer Center and host of the weekly podcast “World Review with Ivo
Daalder.” He writes POLITICO’s From Across the Pond column
In justifying his military operation against Venezuela, U.S. President Donald
Trump reached back in time over two centuries and grabbed hold of the Monroe
Doctrine. But it’s another 19th-century interest that propelled his
extraordinary gambit in the first place — oil.
According to the New York Times, what started as an effort to press the
Venezuelan regime to cede power and end the flow of drugs and immigrants into
the U.S., began shifting into a determination to seize the country’s oil last
fall. And the president was the driving force behind this shift.
That’s hardly surprising though — Trump has been obsessed with oil for decades,
even as most of the world is actively trying to leave it behind.
As far back as the 1980s, Trump was complaining about the U.S. protecting Japan,
Saudi Arabia and others to secure the free flow of oil. “The world is laughing
at America’s politicians as we protect ships we don’t own, carrying oil we don’t
need, destined for allies who won’t help,” he wrote in a 1987 newspaper ad.
Having supported the Iraq War from the outset, he later complained that the U.S.
hadn’t sufficiently benefited from it. “I would take the oil,” he told the Wall
Street Journal in 2011. “I would not leave Iraq and let Iran take the oil.” That
same year, he also dismissed humanitarian concerns in Libya, saying: “I am only
interested in Libya if we take the oil.”
In justifying his military operation against Venezuela, U.S. President Donald
Trump reached back in time over two centuries and grabbed hold of the Monroe
Doctrine. | Henry Chirinos/EPA
Unsurprisingly, “take the oil” later became the mantra for Trump’s first
presidential campaign — and for his first term in office. Complaining that the
U.S. got “nothing” for all the money it spent invading Iraq: “It used to be, ‘To
the victor belong the spoils’ … I always said, ‘Take the oil,’” he griped during
a Commander in Chief Forum in 2016.
As president, he also insisted on keeping U.S. forces in Syria for that very
reason in 2019. “I like oil,” he said, “we’re keeping the oil.”
But while Iraq, Libya and even Syria were all conflicts initiated by Trump’s
predecessors, Venezuela is quite another matter.
Weeks before seizing Venezuelan President Nicolás Maduro, Trump made clear what
needed to happen: On Dec. 16, 2025, he announced an oil blockade of the country
“until such time as they return to the United States of America all of the Oil,
Land, and other Assets that they previously stole from us.”
Then, after capturing Maduro, Trump declared the U.S. would “run the country” in
order to get its oil. “We’re in the oil business,” he stated. “We’re going to
have our very large United States oil companies … go in, spend billions of
dollars, fix the badly broken infrastructure, and start making money.”
“We’re going to be taking out a tremendous amount of wealth out of the ground,”
Trump insisted. “It goes also to the United States of America in the form of
reimbursement for the damages caused us by that country.”
On Wednesday, Energy Secretary Chris Wright announced that Venezuela would ship
its oil to the U.S. “and then infinitely, going forward, we will sell the
production that comes out of Venezuela into the marketplace,” effectively
declaring the expropriation of Venezuela’s most important national resources.
All of this reeks of 19th-century imperialism. But the problem with Trump’s oil
obsession goes deeper than his urge to steal it from others — by force if
necessary. He is fixated on a depleting resource of steadily declining
importance.
And yet, this doesn’t seem to matter.
Throughout his reelection campaign, Trump still emphasized the need to produce
more oil. “Drill, baby, drill” became as central to his energy policy as “take
the oil” was to his views on military intervention. He called on oil executives
to raise $1 billion for his campaign, promising his administration would be “a
great deal” for their industry. And he talked incessantly of the large
reservoirs of “liquid gold” in the U.S., claiming: “We’re going to make a
fortune.”
But these weren’t just campaign promises. Upon his return to office, Trump
unleashed the full force of the U.S. government to boost oil production at home
and exports abroad. He established a National Energy Dominance Council, opened
protected lands in Alaska and the Arctic National Wildlife Refuge for oil and
gas exploration, signed a mandate for immediate offshore oil and gas leases into
law, and accelerated permitting reforms to speed up pipeline construction,
refinery expansion and liquid natural gas exports.
At the same time, he’s been castigating efforts to cut greenhouse gas emissions
as part of a climate change “hoax,” he withdrew the U.S. from the Paris Climate
Agreement once again, and he took a series of steps to end the long-term
transition from fossil fuels to renewable energy. He signed a law ending credits
and subsidies to encourage residential solar and electric vehicle purchases,
invoked national security to halt offshore wind production and terminated grants
encouraging renewable energy production.
Then, after capturing Nicolás Maduro, Trump declared the U.S. would “run the
country” in order to get its oil. | Henry Chirinos/EPA
The problem with all these efforts is that the U.S. is now banking on fossil
fuels, precisely as their global future is waning. Today, oil production is
already outpacing consumption, and global demand is expected to peak later this
decade. Over the last 12 months, the cost of oil has decreased by over 23
percent, pricing further exploration and production increasingly out of the
market.
Meanwhile, renewable energy is becoming vastly more cost-effective. The future,
increasingly, lies in renewables to drive our cars; heat, cool and light up our
homes; power our data centers, advanced manufacturing factories and everything
else that sustains our lives on Earth.
By harnessing the power of the sun, the force of wind and the heat of the Earth,
China is building its future on inexhaustible resources. And while Beijing is
leading the way, many others are following in its footsteps. All this, just as
the U.S. goes back to relying on an exhaustive fossil fuel supply.
What Trump is betting on is becoming the world’s largest — and last —
petrostate. China is betting on becoming its largest and lasting electrostate.
Which side would you rather be on?
Tag - Wind energy
It’s been a decade since the U.S. and Europe pushed the world to embrace a
historic agreement to stop the planet’s runaway warming.
The deal among nearly 200 nations offered a potential “turning point for the
world,” then-U.S. President Barack Obama said. Eventually, almost every country
on Earth signed the 2015 Paris Agreement, a pact whose success would rest on
peer pressure, rising ambition and the economics of a clean energy revolution.
But 10 years later, the actions needed to fulfill those hopes are falling short.
The United States has quit the deal — twice. President Donald Trump
is throttling green energy projects at home and finding allies to help
him undermine climate initiatives abroad, while inking trade deals that commit
countries to buying more U.S. fossil fuels.
Europe remains on track to meet its climate commitments, but its resolve is
wavering, as price-weary voters and the rise of far-right parties raise doubts
about how quickly the bloc can deliver its pledge to turn away from fossil
fuels.
Paris has helped ingrain climate change awareness in popular culture and policy,
led countries and companies to pledge to cut their carbon pollution to zero and
helped steer a wave of investments into clean energy. Scientists say it appears
to have lessened the odds of the most catastrophic levels of warming.
On the downside, oil and gas production hasn’t yet peaked, and climate pollution
and temperatures are still rising — with the latter just tenths of a degree from
the tipping point agreed in Paris. But the costs of green energy have fallen so
much that, in most parts of the world, it’s the cheapest form of power and is
being installed at rates unthinkable 10 years ago.
World leaders and diplomats who are in Brazil starting this week for the United
Nations’ annual climate talks will face a test to stand up for Paris in the face
of Trump’s opposition while highlighting that its goal are both necessary and
beneficial.
The summit in the Amazonian port city of Belém was supposed to be the place
where rich and poor countries would celebrate their progress and commit
themselves to ever-sharper cuts in greenhouse gas pollution.
Instead, U.S. contempt for global climate efforts and a muddled message from
Europe are adding headwinds to a moment that is far more turbulent than the one
in which the Paris Agreement was adopted.
Some climate veterans are still optimists — to a point.
“I think that the basic architecture is resistant to Trump’s destruction,” said
John Podesta, chair of the board of the liberal Center for American Progress,
who coordinated climate policy under Obama and former President Joe Biden. But
that resistance could wilt if the U.S. stays outside the agreement, depriving
the climate movement of American leadership and support, he said.
“If all that’s gone, and it’s gone for a long time, I don’t know whether the
structure holds together,” Podesta added.
Other climate diplomats say the cooperative spirit of 2015 would be hard to
recreate now, which is why acting on Paris is so essential.
“If we had to renegotiate Paris today, we’d never get the agreement that we had
10 years ago,” said Rachel Kyte, the United Kingdom’s special climate
representative.
“But we can also look to these extraordinary data points, which show that the
direction of travel is very clear,” she said, referring to growth of clean
energy. “And most people who protect where their money is going to be are
interested in that direction of travel.”
THE PARIS PARADOX
One thing that hasn’t faded is the business case for clean energy. If anything,
the economic drivers behind the investments that Paris helped unleash have
surpassed even what the Paris deal’s authors anticipated.
But the political will to keep countries driving forward has stalled in some
places as the United States — the world’s largest economy, sole military
superpower and historically biggest climate polluter — attacks its very
foundation.
Trump’s attempts to undermine the agreement, summed up by the 2017 White House
slogan “Pittsburgh, not Paris,” has affected European ambitions as well, French
climate diplomat Laurence Tubiana told reporters late last month.
“I have never seen such aggressivity against national climate policy all over
because of the U.S.,” said Tubiana, a key architect of the Paris Agreement. “So
we are really confronted with an ideological battle, a cultural battle, where
climate is in that package the U.S. government wants to defeat.”
The White House said Trump is focused on developing U.S. oil and engaging with
world leaders on energy issues, rather than what it dubs the “green new scam.”
The U.S. will not send high-level representatives to COP30.
“The Green New Scam would have killed America if President Trump had not been
elected to implement his commonsense energy agenda,” said Taylor Rogers, a
spokesperson. “President Trump will not jeopardize our country’s economic and
national security to pursue vague climate goals that are killing other
countries.”
Trump is not the only challenge facing Paris, of course.
Even under Obama, the U.S. insisted that the Paris climate pollution targets had
to be nonbinding, avoiding the need for a Senate ratification vote that would
most likely fail.
But unlike previous climate pacts that the U.S. had declined to join, all
countries — including, most notably, China — would have to submit a
pollution-cutting plan. The accord left it up to the governments themselves to
carry out their own pledges and to push laggards to do better. An unusual
confluence of political winds helped drive the bargaining.
Obama, who was staking part of his legacy on getting a global climate agreement,
had spent the year leading up to Paris negotiating a separate deal with China in
which both countries committed to cutting their world-leading pollution.
France, the host of the Paris talks, was also determined to strike a worldwide
pact.
In the year that followed, more than 160 countries submitted their initial plans
to tackle climate change domestically and began working to finish the rules that
would undergird the agreement.
“The Paris Agreement isn’t a machine that churns out ambition. It basically
reflects back to us the level of ambition that we have agreed to … and suggests
what else is needed to get back on track,” said Kaveh Guilanpour, vice president
for international strategies at the Center for Climate and Energy Solutions and
a negotiator for the United Kingdom during the Paris talks. “Whether countries
do that or not, it’s essentially then a matter for them.”
Catherine McKenna, Canada’s former environment minister and a lead negotiator of
the Paris Agreement’s carbon crediting mechanism, called the deal an “incredible
feat” — but not a self-executing one.
“The problem is now it’s really up to countries as well as cities, regions,
companies and financial institutions to act,” she said. “It’s not a treaty thing
anymore — it’s now, ‘Do the work.’”
WHEN GREEN TURNS GRAY
Signs of discord are not hard to find around the globe.
China is tightening its grip on clean energy manufacturing and exports, ensuring
more countries have access to low-cost renewables, but creating tensions in
places that also want to benefit from jobs and revenue from making those goods
and fear depending too much on one country.
Canadian Prime Minister Mark Carney, a former United Nations climate envoy,
eliminated his country’s consumer carbon tax and is planning to tap more natural
gas to toughen economic defenses against the United States.
The European Union spent the past five years developing a vast web of green
regulations and sectoral measures, and the bloc estimates that it’s roughly on
track to meet those goals. But many of the EU’s 27 governments — under pressure
from the rising far right, high energy prices, the decline of traditional
industry and Russia’s war against Ukraine — are now demanding that the EU
reevaluate many of those policies.
Still, views within the bloc diverge sharply, with some pushing for small tweaks
and others for rolling back large swaths of legislation.
“Europe must remain a continent of consistency,” French President Emmanuel
Macron said after a meeting of EU leaders in October. “It must step up on
competitiveness, but it must not give up on its [climate] goals.”
Poland’s Prime Minister Donald Tusk, in contrast, said after the same meeting
that he felt vindicated about his country’s long-standing opposition to the EU’s
green agenda: “In most European capitals, people today think differently about
these exaggerated European climate ambitions.”
Worldwide, most countries have not submitted their latest carbon-cutting plans
to the United Nations. While the plans that governments have announced mostly
expand on their previous ones, they still make only modest reductions against
what is needed to limit Earth’s warming since the preindustrial era to 1.5
degrees Celsius.
Exceeding that threshold, scientists say, would lead to more lives lost and
physical and economic damage that would be ever harder to recover from with each
tenth of a degree of additional warming.
The U.N.’s latest report showing the gap between countries’ new pledges and the
Paris targets found that the world is on track for between 2.3 and 2.5 degrees
of warming, a marginal difference from plans submitted in 2020 that is largely
canceled out when the U.S. pledge is omitted. Policies in place now are pointing
toward 2.8 degrees of warming.
“We need unprecedented cuts to greenhouse gas emissions now in an
ever-compressing timeframe and amid a challenging geopolitical context,” said
Inger Andersen, executive director of the U.N. Environment Programme.
But doing so also makes sense, she added. “This where the market is showing that
these kind of investments in smart, clean and green is actually driving jobs and
opportunities. This is where the future lies.”
U.N. Secretary-General António Guterres said in a video message Tuesday that
overshooting the 1.5-degrees target of Paris was now inevitable in the coming
years imploring leaders to rapidly roll out renewables and stop expanding oil,
gas and coal to ensure that overshoot was short-lived.
“We’re in a huge mess,” said Bill Hare, a longtime climate scientist who founded
the policy institute Climate Analytics.
Greenhouse gas pollution hasn’t fallen, and action has flat lined even as
climate-related disasters have increased.
“I think what’s upcoming is a major test for the Paris Agreement,
probably the major test. Can this agreement move forward under the weight of all
of these challenges?” Hare asked. “If it can’t do that, governments are going to
be asking about the benefits of it, frankly.”
That doesn’t mean all is lost.
In 2015, the world was headed for around 4 degrees Celsius of warming, an amount
that researchers say would have been devastating for much of the planet. Today,
that projection is roughly a degree Celsius lower.
“I think a lot of us in Paris were very dubious at the time that we would ever
limit warming to 1.5,” said Elliot Diringer, a former climate official who led
the Center for Climate and Energy Solutions’ international program during the
Paris talks.
“The question is whether we are better off by virtue of the Paris Agreement,” he
said. “I think the answer is yes. Are we where we need to be? Absolutely not.”
GREEN TECHNOLOGY DEFYING EXPECTATIONS
In addition, the adoption of clean energy technology has moved even faster than
projected — sparking what one climate veteran has called a shift in global
climate politics.
“We are no longer in a world in which only climate politics has a leading role
and a substantial role, but increasingly, climate economics,” said Christiana
Figueres, executive secretary of the United Nations Framework Convention on
Climate Change in 2015. “Yes, politics is important; no longer as important as
it was 10 years ago.”
Annual solar deployment globally is 15 times greater than the International
Energy Agency predicted in 2015, according to a recent analysis from the Energy
and Climate Intelligence Unit, a U.K. nonprofit.
Renewables now account for more than 90 percent of new power capacity added
globally every year, BloombergNEF reported. China is deploying record amounts of
renewables and lowering costs for countries such as Brazil and Pakistan, which
has seen solar installations skyrocket.
Even in the United States, where Trump repealed many of Biden’s tax breaks and
other incentives, BloombergNEF predicts that power companies will continue to
deploy green sources, in large part because they’re often the fastest source of
new electricity.
Costs for wind and batteries and falling, too. Electric vehicle sales are
soaring in many countries, thanks in large part to the huge number of
inexpensive vehicles being pumped out by China’s BYD, the world’s largest
EV-maker.
Worldwide clean energy investments are now twice as much
as fossil fuels spending, according to the International Energy Agency.
“Today, you can actually talk about deploying clean energy technologies just
because of their cost competitiveness and ability to lower energy system costs,”
said Robbie Orvis, senior director of modeling and analysis at the research
institution Energy Innovation. “You don’t actually even have to say ‘climate’
for a lot of them, and that just wasn’t true 10 years ago.”
The economic trends of the past decade have been striking, said Todd Stern, the
U.S. climate envoy who negotiated the Paris Agreement.
“Paris is something that was seen all over the world, seen by other countries,
seen in boardrooms, as the first time in more than 20 years when you finally got
heads of government saying, ‘Yes, let’s do this,’” he said. “And that’s not the
only reason why there was tremendous technological development, but it sure
didn’t hurt.”
Still, limits exist to how far businesses can take the clean energy transition
on their own.
“You need government intervention of some kind, whether that’s a stick or a
carrot, to push the economy towards a low-carbon trajectory,” said Andrew
Wilson, deputy secretary general of policy at the International Chamber of
Commerce. “If governments press the brakes on climate action or seriously start
to soft pedal, then it does have a limiting effect.”
Brazil, the host of COP30, says it wants to demonstrate that multilateralism
still works and is relevant to peoples’ lives and capable of addressing the
climate impacts communities around the world are facing.
But the goal of this year’s talks might be even more straightforward, said
Guilanpour, the former negotiator.
“If we come out of COP30 demonstrating that the Paris Agreement is alive and
functioning,” he said, “I think in the current context, that is pretty
newsworthy of itself.”
Nicolas Camut in Paris, Zi-Ann Lum in Ottawa, Karl Mathiesen in London and Zia
Weise in Brussels contributed to this report.
LONDON — It was June 2019, and the president of the United States was taking tea
with the future British king.
The meeting between Donald Trump and then Prince Charles was scheduled to last
15 minutes. It stretched to an hour and a half.
Trump could barely get a word in edgeways. Charles did “most of the talking,”
the president told a TV interviewer the day after they met.
One topic dominated. “He is …” Trump said, hesitating momentarily, “… he is
really into climate change.”
Without global action on the climate, Charles wrote back in 2010, the world is
on “the brink of potential disaster.” At the London royal residence Clarence
House during Trump’s first U.K. state visit, face-to-face with its most powerful
inhabitant, Charles decided to speak on behalf of the planet.
It was tea with a side of climate catastrophe.
Six years on, the stage is set for Charles — now king — to try to sway the
president again. A second term Trump — bolder, brasher, and no less destructive
to global efforts to tackle climate change — is heading back to the U.K. for an
unprecedented second state visit and to another meeting with the king. They meet
at Windsor Castle on Wednesday.
In the years between the two visits — with extreme weather events, wildfires and
flooding increasingly attributed to a changing climate — Charles’ convictions
have only strengthened, say those who know him well.
“His views have not changed and will not change. If anything I think he feels
it, probably, more strongly than ever,” said the broadcaster Jonathan Dimbleby,
a friend and biographer of the king. “It seems self-evident to me, therefore,
that he would regard President Trump’s attitude towards climate change and the
environment as potentially calamitous.”
But stakes are higher for the king in 2025 than in 2019. The meeting represents
an extraordinary influencing opportunity for a monarch who has spent his life
deploying “soft power” in the service of cherished environmental causes. But now
he is head of state, any overtly political conversation about climate change
risks stress-testing the U.K.’s constitutional settlement between government and
monarch.
Charles has a duty, says constitutional expert Craig Prescott, to “support the
[elected] government of the day in what they want to achieve in foreign
relations.”
And “in a broad sense,” he added, “that means ‘getting on the good side of
Trump.’”
The meeting between Donald Trump and then Prince Charles was scheduled to last
15 minutes. It stretched to an hour and a half. | Pool Photo by Toby Melville
via Getty Images
Labour’s focus on an ambitious green transition, though, gives the king some
leeway to speak in favor of international climate action. Both Dimbleby and Ian
Skelly, a former speechwriter for Charles who co-wrote his 2010 book Harmony,
expect him to do exactly that.
“I would be astonished if in this meeting, as at the last meeting , he does not
raise the issue of climate change and biodiversity in any chance he has to speak
privately to Trump,” said Dimbleby.
The king will be “diplomatic,” Dimbleby added, and would heed his
“constitutional duty,” avoiding “saying anything that will allow Trump to think
there is a bus ticket between him and the British government. … But he won’t
avoid the issue. He cares about it too much.”
“He knows exactly where the limits are,” said Skelly. “He’s not going to start
banging the table or anything. … He will outline his concerns in general terms,
I have no doubt about that — and perhaps warn the most powerful person in the
world about the dangers of doing nothing.”
Buckingham Palace and Downing Street declined to comment when asked whether the
king would raise climate with Trump, or whether this has been discussed in
preparations for the state visit.
HAVE YOU READ MY BOOK, MR. PRESIDENT?
In the time since that tea at Clarence House, the President has shown no sign
that Charles’ entreaties on the part of the planet had any impact. (And they
didn’t have much effect at the time, by one insider’s account. Trump complained
the conversation “had been terrible,” wrote former White House Press Secretary
Stephanie Grisham in her memoir. “‘Nothing but climate change,’ he groused,
rolling his eyes.”)
The U.S. has once again withdrawn from the Paris climate accords. Trump’s
Department of Energy has rejected established climate science. America’s fossil
fuel firms and investors — some of whom helped Trump get elected — have been
invited to “Drill, baby, drill.”
With America out of the fight, the world’s chances of avoiding the direst
consequences of climate change have taken a serious blow.
Charles, on the other hand, has only grown more convinced that climate change,
unchecked, will cause “inevitable catastrophes,” as he put it in Harmony, his
cri-de-coeur on saving the planet.
Dimbleby predicted that, this time around, one subtle way allowing the king to
make his point would be to gift Trump a copy of that book — a treatise on
environmentalism, traditional wisdom and sustainability that diagnoses “a
spiritual void” in modern societies, a void which has “opened the way for what
many people see as an excessive personal focus.”
“I’m sure [the king] won’t let [Trump] out of his sight before giving him a
copy,” said Dimbleby. Chinese Premier (and Trump’s main geopolitical rival) Xi
Jinping already has a copy, said Skelly.
But the meeting comes at a time when Prime Minister Keir Starmer — boxed in
politically by the need to keep the U.S. on side for the sake of trade, Ukraine
and European security — has avoided openly criticizing the Trump
administration’s attacks on climate science or its embrace of fossil fuels.
His government will not want the king to say or do anything that upsets
transatlantic relations. Even when the president, sitting next to Starmer,
trashed wind energy — the main pillar of U.K. decarbonization plans — on a July
visit to his Turnberry golf course in Scotland, the prime minister mustered no
defense beyond quietly insisting the U.K. was pursuing a “mix” of energy
sources.
If Trump starts railing against windmills again in his chat to the king, he
might get a (slightly) more robust response, predicted Skelly. “The response to
that will be: ‘What else are we going to do without destroying the Earth?’
That’s the question he’ll come back with, I’d imagine.”
HOW TO TALK TO TRUMP ABOUT CLIMATE
Some who have worked with Trump think that, because of the unique place Britain
and the royals occupy in his worldview, Charles stands a better chance than most
in getting the president to listen.
“President Trump isn’t going to become an environmentalist over a cup of tea
with the king. But I think he’ll definitely hear him out — in a way that maybe
he wouldn’t with other folks,” said Michael Martins, founder of the firm Overton
Advisory, who was a political and economic specialist at the U.S. embassy in
London during the last state visit.
“He likes the pageantry. He likes the optics of it. … Engaging with a king,
Trump will feel he’s on the same footing. He will give him more of a hearing
than if it was, I don’t know … Ed Miliband.”
Trump has even declared his “love” for Charles.
The royal admiration comes from Trump’s mother. Scottish-born Mary Anne Trump
“loved the Queen,” Trump said in July. The ratings-obsessed president appears to
consider the late monarch the ultimate TV star. “Whenever the queen was on
television, [my mother] wanted to watch,” he said during July’s Turnberry
visit.
The king could benefit from an emotional link to First Lady Melania Trump, too.
She was present at the 2019 meeting and sat next to Charles at the state banquet
that year. In her 2024 memoir, Melania says they “engaged in an interesting
conversation about his deep-rooted commitment to environmental conservation.”
She and Trump “exchange letters with King Charles to this day,” Melania wrote.
TAKING TEA AT THE END OF THE WORLD
The king will have plenty of chances to make his case.
A state visit provides “quite a lot of time to talk” for monarch and president,
said one former senior British government official, granted anonymity to discuss
the royals and their relationship with government.
There will be a state banquet plus at least one private meeting in between, they
said. Charles may also be able to sneak some choice phrases into any speech he
gives at the banquet.
Trump’s chief U.K. political ally is Nigel Farage, whose anti-net-zero Reform
UK currently lead opinion polls. | John Keeble/Getty Images
The king receives regular briefing papers from the Foreign Office. As the
meeting looms, the same person suggested, he may be preparing thoughts on how to
combine a lifetime’s campaigning and reading with those briefings, to shape the
opportunity to lobby a president.
“He will be reading his foreign policy material with even more interest than
normal. He will probably be thinking about whether there is any way in which he
can pitch his arguments to Trump that will shift him — a little bit — toward
putting his shoulder to the climate change wheel,” the former senior official
said.
“He won’t say: ‘You, America, should be doing stuff.’ He will say,
‘Internationally I think it is important we make progress on this and we need to
be more ambitious.’ Or he might express concern about some of the impacts of
climate change on global weather and all these extreme weather events.”
However he approaches it, 2019 showed how tough it is to move the dial.
After that conversation, Trump told broadcaster Piers Morgan that he thought
Charles’ views were “great” and that he had “totally listened to him.” But then
he demonstrated that — on the crucial points of how fossil fuels, carbon
emissions and climate change are affecting the planet — he totally hadn’t.
“He wants to make sure future generations have climate that is good climate, as
opposed to a disaster,” Trump said. “And I agree,” he added, before promptly
pivoting to an apparent non-sequitur about the U.S. having “crystal clean”
water.
It was a typically Trumpian obfuscation. Asked about the king’s views during the
Turnberry visit, Trump said: “Every time I met with him, he talked about the
environment, how important it is. I’m all for it. I think that’s great.”
In nearly the same breath, he ranted about wind energy being “a disaster.”
GOOD LUCK, CHARLIE
“It is difficult, if not impossible, to see [Trump] change his views on climate
change, because they’re not informed by his understanding of the science or
consequences, but rather by naked politics,” said leading U.S. climate scientist
Michael Mann in emailed remarks.
And Trump will come to the meeting prepared, said Martins, the former U.S.
Embassy official.
“Trump will receive the full briefing on the king’s views on environment. He
won’t be going into that blind. He’ll know exactly what the king has said over
his career and what his views are on it and how it affects American interests. I
don’t anticipate him being surprised by anything the king says.”
He added: “Bashing net zero and President Biden … gets [Trump] political
wins.”
To Charles’ long-standing domestic critics, it all highlights the pointlessness
of his position.
Donald Trump has even declared his “love” for King Charles III. | Pool Photo by
Richard Pohle via Getty Images
“He is bound by these constitutional expectations that he does nothing that will
upset the apple cart [in U.K./U.S. relations],” said Graham Smith, chief
executive of campaign group Republic, which calls for the abolition of the
monarchy. “If he was elected, he’d have a lot more freedom to say what he
actually wants.”
“Soft power is a highly questionable concept,” added Smith. It’s only useful, he
argued, when backed by something Charles lacks and Trump has by the bucket-load:
“Hard power.”
And time may be running out for Charles to deploy even soft power in the climate
fight.
Trump’s chief U.K. political ally is Nigel Farage, whose anti-net-zero Reform
UK currently lead opinion polls. If British voters pick Reform at the next
election, Charles’ potential advocacy would be restrained by a government
opposed to action on climate change.
So how far will Charles go to seize his moment?
He wrote in Harmony: “If we continue to be deluded by the increasingly
irresponsible clamour of sceptical voices that doubt man-made climate change, it
will soon be too late to reverse the chaos we have helped to unleash.” He feared
“failing in my duty to future generations and to the Earth itself” if he did not
speak up.
Skelly, the former speechwriter who co-wrote the book, predicted that Charles
would walk a fine diplomatic line — but was “not someone to sit on his hands or
to remain silent.”
“He was warning about these things 30 years ago and nobody was listening. … He
feels increasingly frustrated that time is running out.
“I’d love to be a fly on the wall — because it will be a fascinating
conversation.”
CHIATURA, Georgia — Giorgi Neparidze, a middle-aged man from near the town of
Chiatura in western Georgia, still has marks on his lips from where he sewed his
mouth shut during a hunger strike last year.
He says Georgian Manganese, a mining company with close links to the government,
has wrought environmental devastation around his home and has ignored the rights
of its workers. He is seeking compensation.
Europe, which imports Georgia’s manganese, is partly to blame for the black
rivers and collapsing houses in Chiatura district, Neparidze says. The former
miner-turned-environmental and civil rights activist claims that in one village,
Shukruti, toxic dust from the pits is making people unwell. Filthy black water,
laced with heavy metals, periodically spurts out of pumps there. Houses are
collapsing as the tunnels underneath them cave in.
Manganese, a black metal traditionally used to reinforce steel, is crucial for
Europe’s green energy transition as it is used in both wind turbines and
electric car batteries. The metal is also vital for military gear like armor and
guns. In 2022, the European Union bought 20,000 metric tons of manganese alloys
from Georgia — almost 3 percent of its total supply. A year later the bloc added
manganese to its list of critical minerals.
But Chiaturans say their lives are being ruined so that Western Europeans can
breathe cleaner air. “We are sacrificed so that others can have better lives,”
Neparidze says. “There are only 40,000 people in Chiatura. They might feel ill
or live in bad conditions but they are sacrificed so that millions of Europeans
can have a cleaner environment.” Neparidze says cancer rates in the region are
unusually high. Doctors at a hospital in Chiatura back up the observation, but
no official study has linked the illnesses to the mines.
An aerial view of Chiatura with the polluted Kvirila River running through the
town | Olivia Acland
Hope that things will improve appears dim. European companies often don’t know
where their manganese is sourced from. As ANEV, Italy’s wind energy association,
confirms: “There is no specific obligation to trace all metals used in steel
production.”
Last year the EU enacted a law that was meant to change that. The Corporate
Sustainability Due Diligence Directive obliges companies to run closer checks on
their supply chains and clamp down on any human rights violations, poor working
conditions and environmental damage.
But barely a year after it took effect, the European Commission proposed a major
weakening of the law in a move to reduce red tape for the bloc’s sluggish
industry. EU member countries, motivated by this deregulation agenda, are now
pushing for even deeper cuts, while French President Emmanuel Macron and German
Chancellor Friedrich Merz want to get rid of the law altogether.
Meanwhile, Europe’s appetite for mined raw materials like manganese, lithium,
rare earths, copper and nickel is expected to skyrocket to meet the needs of the
clean energy transition and rearmament. Many of these resources are in poorly
regulated and often politically repressive jurisdictions, from the Democratic
Republic of Congo to Indonesia and Georgia. Weakening the EU supply chain law
will have consequences for communities like Neparidze’s.
“Only an empty shell of the directive remains,” says Anna Cavazzini, a member of
the European Parliament’s Green Party, adding that the legislature caved to
pressure from businesses seeking to reduce their costs. “Now is not the time to
abandon the defense of human rights and give corporations a free hand,” she
says.
A resident of Chiatura standing on a collapsed house following a mining-related
landslide in Itkhvisi village. | Olivia Acland
As Georgia’s government pivots toward Russia and stifles dissent, life is
becoming increasingly dangerous for activists in Chiatura.
On April 29, four activists including Neparidze were arrested for allegedly
assaulting a mine executive. A statement put out by Chiatura Management Company,
the firm in charge of staffing Georgian Manganese’s underground operations, says
that Tengiz Koberidze, manager of the Shukruti mine, was “verbally abused and
pelted with stones.”
Supporters call it a staged provocation in which Koberidze tried to incite
violence, and say it’s part of a broader campaign to silence resistance. If
convicted they face up to six years behind bars. Koberidze did not respond to
requests for comment.
Chiatura residents are protesting over two overlapping issues. On one side,
miners are demanding safer working conditions underground, where tunnel
collapses have long been a risk, along with higher wages and paid sick leave.
When the mine was temporarily shut in October 2024, they were promised 60
percent of their salaries, but many say those payments never materialized.
Workers are also raising concerns about mining pollution in the region.
“The company doesn’t raise wages, doesn’t improve safety, and continues to
destroy the natural environment. Its profits come not just from extracting
resources, but from exploiting both workers and the land,” says one miner, David
Chinchaladze.
Georgian Manganese did not respond to interview requests or written questions.
Officials at Georgia’s Ministry of Mines and the government’s Environment
Protection and Natural Resources Department did not respond to requests for
comment.
A collapsing building in Shukruti. | Olivia Acland.
The second group of protesters comes from the village of Shukruti, which sits
directly above the mining tunnels. Their homes are cracking and sinking into the
ground. In 2020, Georgian Manganese pledged to pay between 700,000 and 1 million
Georgian lari ($252,000 to $360,000) annually in damages — a sum that was meant
to be distributed among residents.
But while the company insists the money has been paid, locals — backed by
watchdog NGO Social Justice — say otherwise. According to them, fewer than 5
percent of Shukruti’s residents have received any compensation.
Their protest has intensified in the last year, with workers now blocking the
roads and Shukruti residents barring entry to the mines. But the risks are
intensifying too.
Since suspending EU accession talks last year amid deteriorating relations with
the bloc, Georgia’s ruling party has shuttered independent media, arrested
protestors and amplified propaganda. The country’s democracy is “backsliding,”
says Irakli Kavtaradze, head of the foreign department of the largest opposition
political party, United National Movement. Their tactics “sound like they come
from a playbook that is written in the Kremlin,” he adds.
‘KREMLIN PLAYBOOK’
In the capital Tbilisi, around 200 kilometers east of Chiatura, protesters have
taken to the streets every night since April 2, 2024 when the government
unveiled a Kremlin-style “foreign agents” law aimed at muzzling civil society.
Many demonstrators wear sunglasses, scarfs and masks to shield their identities
from street cameras, wary of state retaliation.
A scene from the 336th day of protests in Tbilisi in April 2025. | Olivia
Acland.
Their protests swelled in October last year after the government announced it
would suspend talks to join the EU. For Georgians, the stakes are high: Russia
already occupies 20 percent of the country after its 2008 invasion, and people
fear that a more profound drift from the EU could open the door to further
aggression.
When POLITICO visited in April, a crowd strode down Rustaveli Avenue, the city’s
main artery. Some carried EU flags while others passed around a loudspeaker,
taking it in turns to voice defiant chants. “Fire to the oligarchy!” one young
woman yelled, the crowd echoing her call. “Power lies in unity with the EU!”
another shouted.
They also called out support for protestors in Chiatura, whose fight has become
something of a cause célèbre across the country: “Solidarity to Chiatura!
Natural resources belong to the people!”
The fight in Chiatura is a microcosm of the country’s broader struggle: The
activists are not just taking on a mining company but a corporate giant backed
by oligarchs and the ruling elites.
Georgian Manganese’s parent company, Georgian American Alloys, is registered in
Luxembourg and counts Ukrainian oligarch Ihor Kolomoisky as a shareholder. He is
in custody in Kyiv over allegations that he hired a gang to kill a lawyer who
threatened his business interests in 2003. Kolomoisky has also been sanctioned
by the United States for his alleged involvement in siphoning billions out of
PrivatBank, Ukraine’s largest bank.
Giorgi Kapanadze — a businessman closely connected with the ruling Georgian
Dream party of Bidzina Ivanishvili — is listed as general manager of Georgian
American Alloys.
Until recently, Kapanadze owned Rustavi TV, a channel notorious for airing
pro-government propaganda. The European Parliament has called on the EU to hit
Kapanadze with sanctions, accusing him of propping up the country’s repressive
regime.
Kolomoisky and Kapanadze did not respond to POLITICO’s requests for comment.
The government swooped in to help Georgian Manganese in 2016 when a Georgian
court fined it $82 million for environmental destruction in the region. The
state placed it under “special management” and wrote off the fine. A new
government-appointed manager was tasked, on paper, with cleaning up the mess. He
was supposed to oversee a cleanup of the rivers that flow past the mines, among
other promises.
Manganese mining pit in Chiatura region, Georgia. | Olivia Acland
But POLITICO’s own tests based on four samples taken in April 2025 from the
Kvirila River, which runs through Chiatura, as well as its tributary, the
Bogiristiskali, which were examined in a U.K. licensed laboratory, show the
manganese levels in both rivers are over 10 times the legal limit. Iron levels
are also higher than legally permitted. Locals use the polluted water to
irrigate their crops. Fishermen are also pulling in increasingly empty nets as
the heavy metals kill off aquatic life, according to local testimonies. The
water from the Kvirila River flows out into the Black Sea, home to endangered
dolphins, sturgeons, turtles and sharks.
A 2022 analysis by the Georgian NGO Green Policy found even worse results, with
manganese in the Kvirila River averaging 42 times the legal limit. The group
also detected excessive levels of iron and lead.
Chronic manganese exposure can lead to irreversible neurological damage — a
Parkinson’s-like condition known as manganism — as well as liver, kidney and
reproductive harm. Lead and iron are linked to organ failure, cancer and
cardiovascular disease.
On Georgian Manganese’s website, the company concedes that “pollution of the
Kvirila River” is one of the region’s “ecological challenges,” attributing it to
runoff from manganese processing. It claims to have installed German-standard
purification filters and claims that “neither polluted nor purified water”
currently enters the river.
Protesters like Neparidze aren’t convinced. They claim the filtration system is
turned on only when inspectors arrive and that for the rest of the time,
untreated wastewater is dumped straight into the rivers.
BLOCKING EXPORTS
Their protests having reaped few results, Chiaturans are taking increasingly
extreme measures to make their voices heard.
Gocha Kupatadze, a retired 67-year-old miner, spends his nights in a tarpaulin
shelter beside an underground mine, where he complains that rats crawl over him.
“This black gold became the black plague for us,” he says. “We have no choice
but to protest.”
Kupatadze’s job is to ensure that manganese does not leave the mine. Alongside
other protesters he has padlocked the gate to the generator that powers the
mine’s ventilation system, making it impossible for anyone to work there.
Kupatadze says he is only resorting to such drastic measures because conditions
in his village, Shukruti, have become unlivable. His family home, built in 1958,
is now crumbling, with cracks in the walls as the ground beneath it collapses
from years of mining. The vines that once sustained his family’s wine-making
traditions have long since withered and died.
Gocha Kupatadze, an activist sleeping in a tarpaulin tent outside a mine. |
Olivia Acland.
For over a year, protesters across the region have intermittently blocked mine
entrances as well as main roads, determined to stop the valuable ore from
leaving Chiatura. In some ways it has worked: Seven months ago, Chiatura
Management Company, the firm in charge of staffing Georgian Manganese’s
underground operations, announced it would pause production.
“Due to the financial crisis that arose from the radical protests by the people
of Shukruti village, the production process in Chiatura has been completely
halted,” it read.
Yet to the people of Chiatura, this feels more like a punishment than a
triumph.
Manganese has been extracted from the area since 1879 and many residents rely on
the mines for their livelihoods. The region bears all the hallmarks of a mining
town that thrived during the Soviet Union when conditions in the mines were much
better, according to residents. Today, rusted cable cars sway above concrete
buildings that house washing stations and aging machinery.
While locals had sought compensation for the damage to their homes, they now
just find themselves out of work.
Soviet-era buildings and mining infrastructure around Chiatura. | Olivia
Acland.
Making matters worse, Georgian Manganese, licensed to mine 16,430 hectares until
2046, is now sourcing much of its ore from open pits instead of underground
mines. These are more dangerous to the communities around them: Machines rip
open the hillsides to expose shallow craters, while families living next to the
pits say toxic dust drifts off them into their gardens and houses.
MORE PITS
The village of Zodi is perched on a plateau surrounded by gently undulating
hills, 10 kilometers from Chiatura. Many of its residents rely on farming, and
cows roam across its open fields. “It is a beautiful village with a unique
microclimate which is great for wine-making,” says Kote Abdushelishvili, a
36-year-old filmmaker from Zodi.
Mining officials say the village sits on manganese reserves. In 2023,
caterpillar trucks rolled into Zodi and began ripping up the earth. Villagers,
including Abdushelishvili, chased them out. “We stopped them,” he says, “We said
if you want to go on, you will have to kill us first.”
A padlocked gate to the mine’s ventilation system. | Olivia Acland
Abdushelishvili later went to Georgian Manganese’s Chiatura office to demand a
meeting with the state-appointed special manager. When he was turned away, he
shouted up to the window: “You can attack us, you can kill us, we will not
stop.”
Two days later, as Abdushelishvili strolled through a quiet neighborhood in
Tbilisi, masked men jumped out of a car, slammed him to the pavement and beat
him up.
Despite the fierce resistance in Chiatura, Georgian Manganese continues to send
its metal to European markets. In the first two months of 2025, the EU imported
6,000 metric tons of manganese from Georgia. With the bloc facing mounting
pressures — from the climate crisis to new defense demands — its hunger for
manganese is set to grow.
As the EU weakens its corporate accountability demands and Georgia drifts
further into authoritarianism, the voices of Chiatura’s people are growing even
fainter.
“We are not asking for something unreasonable,” says activist Tengiz Gvelesiani,
who was recently detained in Chiatura along with Neparidze, “We are asking for
healthy lives, a good working environment and fresh air.”
Georgian Manganese did not respond to requests for comment.
This article was developed with the support of Journalismfund Europe.
WASHINGTON — Donald Trump wants to beat China in just about every market — but
he’d rather take the loss on clean energy.
In his second term, the U.S. president has returned more committed than ever to
promoting fossil fuels and crushing clean, renewable power sources that don’t
burn the planet.
Trump’s view is that China has already won the clean energy race, due in part to
practices such as forced labor, massive subsidies and intellectual property
theft. Trying to compete with Beijing would just make the United States the
loser. The president wants the U.S. to focus on energy sources it already
dominates, including oil, natural gas and coal.
That represents a complete break from Trump’s predecessor, Joe Biden, who sought
to go toe-to-toe with China in a race for clean energy dominance. Not only that,
it contrasts with Trump’s first term, when the White House took an
all-you-can-eat-buffet approach to energy and clean power.
The new stance could present America’s competitors with a multibillion-dollar
opportunity. And in Washington, it’s opening up a fundamental divide within
Trump’s Republican Party as it works through spending talks.
“The second administration is really not about taking half-measures,” said
Daniel Simmons, who ran the Energy Department’s energy efficiency and renewable
energy office in Trump’s first term. “To all appearances, it is not a
battlefield that they care about.”
GOP FISSURES
Not all Republicans are ready to let China, Europe and other nations win the
clean energy race by default.
That intra-GOP division is boiling underneath one of the biggest political
controversies in Washington right now: the complicated passage of Trump’s “big,
beautiful” tax and spending megabill.
Hard-line conservatives are demanding that the bill include a wholesale gutting
of hundreds of billions of dollars in Biden-era clean energy tax incentives,
which were aimed at juicing U.S. competitors to Chinese and European
manufacturers.
That push threatens to alienate moderate Republicans whose communities stand to
gain from factories and other projects enabled by the tax breaks — and who had
hoped they could win Trump to their side by framing the incentives as the key to
edging out China.
The message they’ve gotten instead: When it comes to winning on clean energy,
Trump just isn’t interested.
Trump’s Energy Department confirmed as much in a statement to POLITICO that
focused largely on oil — an energy source that the U.S. produces more of than
any other country.
Trump officials have argued that putting any money into green technology boosts
China, which dominates major slices of the global battery, electric vehicle,
solar and wind energy supply chains. | Olivier Matthys/EFE via EPA
“Thanks to President Trump, America is leading the way in lowering costs by
removing red tape and unleashing affordable, abundant, and reliable American
energy,” the department said Friday. “As the world’s largest oil producer, the
United States welcomes a secure and stable global supply of oil that promotes
economic prosperity at home and promotes peace and stability around the world.”
The White House referred questions about its clean energy worldview to the
Energy Department.
DRILLING TO BEAT CHINA?
Trump officials have argued that putting any money into green technology boosts
China, which dominates major slices of the global battery, electric vehicle,
solar and wind energy supply chains.
Trump’s zero-sum assessment of the clean energy market has forged an energy
strategy even more reliant on fossil fuels than he pursued in his first term.
Following this approach would jeopardize a U.S. clean energy manufacturing
industry that is just beginning to sprout — and, green tech advocates say, all
but ensure that China will command the global sector.
That vision is coming to a head in Congress, where Republicans are working to
slash the clean energy incentives created by Biden’s Inflation Reduction Act.
While not proposing to erase the tax breaks altogether, GOP lawmakers in the
House have floated tight restrictions outlawing Chinese sourcing in the supply
chains of energy projects. Those limits would render most of the tax credits
unusable for projects that have not yet been built, effectively squelching the
nascent U.S. clean manufacturing sector.
The changes remain in limbo as part of the broader budget reconciliation bill,
the legislative vehicle for green-lighting Republicans’ and Trump’s policy
agenda that can pass with a simple majority vote in Congress. House Republicans
are trying to forge a compromise among fiscal conservatives and blocs of GOP
lawmakers that want to preserve clean energy credits and raise tax deduction
caps for state and local taxes.
Trump’s presence looms over the negotiations. He has repeatedly vowed to end
Biden’s programs — the nation’s largest-ever investment in clean energy and
fighting climate change — while labeling them the “green new scam.” Cutting many
of those policies, such as consumer credits to purchase electric vehicles, would
fund a small portion of his administration’s other priorities, including
trillions of dollars in tax breaks.
“They don’t see climate change as a problem,” George David Banks, who ran
Trump’s first-term climate portfolio, said of the current team’s outlook. He
added: “They don’t want to essentially create a jobs program for China.”
Defenders of the IRA tax credits say wiping them out would wipe out an American
jobs program, one whose benefits would flow to heavily Republican communities as
well as Democratic strongholds. Private sector manufacturing projects seizing on
Biden’s incentives had been projected to create roughly 160,000 jobs, according
to analyses published late last year.
Overturning the subsidies would eliminate a potential U.S. export market for
solar modules and batteries that could be worth as much as $50 billion by 2030,
according to another analysis by researchers at Johns Hopkins University. Other
countries would fill an $80 billion investment gap left by shuttered U.S. solar
facilities, electric vehicle shops and battery gigafactories.
Many countries stand to benefit from the U.S. vacating the space, the Johns
Hopkins researchers wrote. But governments outside the U.S. would face risks as
well: Those that fail to encourage cleantech investments at home may fall even
further behind China, which would likely benefit in every industrial category.
The researchers also raised the prospect of a transition of intellectual
property to China. As U.S. businesses shuttered, they said, foreign companies
could purchase their technical knowledge at fire-sale prices.
Donald Trump’s barrage of tariffs against nations worldwide would limit some of
the advantage countries could gain by selling clean technology to the U.S., said
Tim Sahay, one of the authors of the study. | Jim Lo Scalzo/EFE via EPA
Trump’s barrage of tariffs against nations worldwide would limit some of the
advantage countries could gain by selling clean technology to the U.S., said Tim
Sahay, one of the authors of the study. Still, he said, the upshot from Trump’s
policies was clear — including for European allies that had erupted in fury over
Biden’s use of protectionist tax breaks to move clean energy manufacturing to
the United States.
“China would be the biggest winner, but not the only winner … The rest of the
world wins,” Sahay said. It’s “basically the IRA in reverse. When the IRA
passed, foreigners were like, ‘Oh my God, Americans are stealing our jobs and
investments because of their superior fiscal space.’ Well, now the IRA is gone,
then foreigners are like, ‘Well, more for us.’”
Some conservative clean energy supporters still hope they can persuade Trump to
back tax credits that have yielded solar manufacturing and battery-making plants
across Republican strongholds in the Sun Belt and Rust Belt.
Those advocates criticized the IRA for being too lenient in allowing Chinese
content into the supply chains of products receiving the tax incentives. But
they believe Trump would bless tweaks that tighten foreign content requirements
to retain incentives that support blue-collar jobs in the U.S.
“There’s an enormous and rapidly growing market for low-carbon technologies
around the world, and right now the U.S. is a secondary player,” said Greg
Bertelsen, CEO of the Cleaner Economy Coalition, a business advocacy
organization that promotes low-carbon manufacturing at the state and federal
level. “There’s a recognition within the Trump administration that we need to be
competing in these markets for these technologies.”
TRUMPISM ON THE ROAD
Trump officials have been making a very different case.
Last month, Energy Secretary Chris Wright flew to Eastern Europe to propose that
ministers from Poland, Bulgaria, Hungary and other regional governments join
“Team Energy Freedom,” urging them to embrace oil, gas and nuclear energy and
reject what he framed as climate dogma.
“Climate alarmism has reduced freedom, prosperity and national security,” he
said, adding — in language that carried a particular charge addressed to former
communist bloc countries — that it may be a Trojan horse to “grow centralization
and re-establish top-down control.”
Wright’s subordinate, Tommy Joyce, was even more blunt in telling a gathering of
60 governments in London last month that the pursuit of climate policy was a
gift to Beijing.
“There are no wind turbines without concessions to or coercion from China,” he
said.
People outside the MAGA world also acknowledge the dominance China has built
over decades of developing its clean energy supply chains.
In solar, batteries, electric vehicles and to some extent wind power, “China
started early. China is the biggest,” said Li Shuo, director of the China
Climate Hub at the Asia Society Policy Institute.
In solar, batteries, electric vehicles and to some extent wind power, “China
started early. China is the biggest,” said Li Shuo, director of the China
Climate Hub at the Asia Society Policy Institute. | Wu Hao/EFE via EPA
These are the core clean technologies the world is going to need en masse in the
coming decades as it shifts toward a cleaner energy system. And in all of these
fields, Li said, “the Chinese lead is significant and irreversible.”
In the past months, for example, two rival Chinese companies — BYD and CATL —
made potentially game-changing claims in announcing they had developed electric
vehicle batteries that could get 400 or even 500 kilometers (roughly 250 to 310
miles) from just a five-minute charge. By contrast, Tesla boasts that its
“superchargers” can give drivers around 320 kilometers in about 15 minutes.
Republican proposals would also hamstring some clean energy technologies that
the Trump administration has touted, such as next-generation nuclear, fusion and
geothermal power, according to an analysis by the research firm Rhodium Group.
The proposed tweaks to subsidies would essentially eliminate the long-term price
signals that early-stage technologies covet, eroding their business case. Beyond
that, the administration’s massive spending and job cuts across federal agencies
and science research threaten to constrain U.S. innovation.
Rather than focusing on clean energy technologies such as batteries and EVs, the
Trump administration has so far made critical minerals the forefront of its
strategy to combat China, said a State Department official who was granted
anonymity because they were not authorized to speak with the media. Those
efforts focus on extracting and processing raw materials rather than supporting
value-added industries like battery-making or electric vehicles.
The official said the administration’s opposition to subsidies for green
technology doesn’t mean it opposes the technologies writ large — apart from wind
energy, which Trump has made clear for years that he despises.
AMERICA ALONE
Apart from the current U.S. government, no other major power has determined that
China’s dominance means that action to fight climate change needs to take a back
seat. The Biden administration’s argument, one still being pursued in Europe,
was that a targeted industrial strategy could claw back some share of those
industries.
Those strategies have often come cloaked in pledges to make this country or that
country a “clean energy superpower.” But Li said there was a danger of “making
too big of a promise. A promise that cannot be entirely fulfilled.”
Li said he had long feared that a U.S. president would someday ask: If China’s
lead is so big, “then why do we play the game?”
That is the conclusion being drawn in the White House during Trump’s second
term. And it helps explain why the administration has broken so radically with
past U.S. policy, shut down government funding for future projects, kneecapped
agencies that deal with clean energy, and reversed regulations.
“What has surprised me is the extent to which the administration hasn’t just
pursued an agenda but has thrown sand in the gears of the parts of the agenda
that they don’t agree with,” said Thom Woodroofe, a former Australian diplomat
in Washington who now works at the Smart Energy Council.
“Even when it costs American jobs.”
Zack Colman reported from Washington and Karl Mathiesen reported from London.
BRUSSELS — Germany’s political system and social cohesion are at stake unless it
restricts Chinese wind turbines in the country, a government-backed analysis
seen by POLITICO warns.
The report, which the German defense ministry commissioned, argues Beijing could
purposefully delay projects, harvest sensitive data and remotely shut down
turbines if given access to wind farms. It also advises the country to stop an
existing wind project using Chinese turbines from going ahead.
“When using systems or components from Chinese manufacturers … given the
political situation, it can even be assumed that such a slowdown or even
disruption would be deliberately used by China as a means of political pressure
or even as an instrument of economic warfare,” reads the report, prepared last
month by the German Institute for Defense and Strategic Studies think tank.
“A destabilization of both the political system, the business model of German
industry and social cohesion cannot therefore be ruled out due to a lack of or
insufficient planning security in the energy sector,” it adds.
The analysis comes amid growing concerns related to critical infrastructure
risks in Europe. Since 2022, at least six separate incidents of suspected
underwater sabotage have taken place in the Baltic Sea.
Meanwhile, Brussels has begun cracking down on Chinese wind suppliers after
suspecting them of receiving state subsidies to beat out European competitors
for European Union projects. Last year, the European Commission, the EU’s
executive, opened a probe into Beijing-linked wind projects in Bulgaria, France,
Greece, Romania and Spain.
Now those risks are likely to increase if ties worsen with Beijing, according to
Andrea Scassola, vice president of wind research at the Rystad consultancy.
“What we are seeing … is intensifying great power rivalry, and at a time when
our world is more interconnected than it has ever been — it’s a magnifier of
vulnerability and risks,” he said.
Overdependence on China also raises the risk of cyberattacks that could “lead to
a shutdown of production,” Scassola said, adding that similar public warnings or
legal moves to restrict Beijing’s access have already taken place in the
Netherlands, the United Kingdom, Poland and Lithuania.
The report makes similar warnings. If relations sour with China, Beijing could
delay the operation of new farms by “at least four to five years” between the
planning approval and commissioning stages, the analysis reads, and could
coordinate other disruptive efforts with Russia.
Part of the danger also comes from the access that manufacturers get to
turbines, according to the study. Beijing’s suppliers would have access to
computer programs that control active turbines and collect data from hundreds of
radars built into farms, it states — a significant issue given that wind
produced a third of Germany’s electricity last year and a fifth of the EU’s
power.
In sum, the report argues, that would hand China “considerable blackmail
potential in the future.”
Germany’s defense ministry and the German Institute for Defense and Strategic
Studies declined to comment on the report.
PUBLIC SAFETY ISSUE
Despite the warnings, Germany has already begun eyeing Chinese firms as
potential suppliers.
Last year, project developer Luxcara announced it had selected Beijing’s Ming
Yang Smart Energy to supply 16 turbines for its “Waterkant” offshore wind farm
in northwest Germany.
The report warns that the “first time use of Chinese wind turbines must be
prevented” on “public safety” grounds, since it risks creating a reliance on
Beijing’s expertise and giving it access to “essential elements of German
critical infrastructure” near militarily relevant training areas.
That’s not the first time the Chinese manufacturing giant’s overtures to Europe
have come under scrutiny. Ming Yang supplied 10 turbines for an offshore wind
farm in southern Italy that was completed in 2022; Britain’s investment minister
also met with the company in December to discuss its business prospects in the
U.K., POLITICO revealed last week.
Germany’s wind industry is wary of the Waterkant project, too. Local turbine
makers see projects with Beijing’s products as a “massive risk,” said Karina
Würtz, managing director of the German Offshore Wind Energy Foundation, while
acknowledging that projects like Waterkant face “threats to [their] commercial
viability” if Chinese suppliers withdraw.
Berlin must now “investigate into that risk, honestly and in-depth,” she said,
and push ahead with enforcing EU laws like the 2023 NIS2 directive, which
includes measures to mitigate cybersecurity threats, as soon as a new government
is formed after the Feb. 23 election.
The report, meanwhile, suggests that Berlin explore legal tools like its
national procurement law and Wind Energy at Sea Act to exclude Chinese firms
from contracts on defense or public safety grounds.
Ming Yang did not respond to questions sent by POLITICO. Luxcara declined to
comment.
On Dec. 9th, the Polish Electricity Association (PKEE) organized the PKEE Energy
Day 2024 event in Brussels, which brought together energy sector leaders, EU
officials and policymakers to discuss Europe’s energy transformation. With
energy security, the transition and economic competitiveness as central themes,
the event highlighted Poland’s upcoming presidency of the Council of the
European Union and its role in addressing energy challenges during a pivotal
time for Europe.
Poland’s presidency comes amid the ongoing war in Ukraine, ambitious EU climate
targets, and the need to secure affordable energy. Polish officials outlined
priorities focusing on energy security, industrial competitiveness, and
advancing the EU’s clean and just energy transition. Dariusz Marzec, president
of PKEE and CEO of PGE, emphasized the moment’s significance — stating that the
energy transformation is not only about achieving climate goals, but also
ensuring a competitive economy and benefits for citizens. Marzec highlighted
investments in offshore wind farms, grid modernization and energy storage as
critical pillars for strengthening energy security in Poland.
> Polish officials outlined priorities focusing on energy security, industrial
> competitiveness, and advancing the EU’s clean and just energy transition.
Poland’s energy policy legacy
So far, and despite its decarbonization challenges, Poland has proactively
shaped EU energy policy. Notably, Prime Minister Donald Tusk proposed the
“Energy Union” in 2014 to strengthen energy security, reduce reliance on Russian
energy and promote joint gas purchases. These ideas influenced the 2022
REPowerEU Plan.
Poland also contributed to establishing financial mechanisms supporting the
energy transition, such as the EU’s Modernization Fund and the Just Transition
Fund, aiding coal-dependent regions. Collaboration with the European Commission
has helped fund key energy infrastructure, including interconnectors across
Central and Eastern Europe (CEE). Currently, Poland is advancing offshore wind
projects, positioning itself as a regional leader alongside Baltic states. These
initiatives integrate supply chains, foster innovation, and promote cooperation.
via PKEE
Ensuring energy security during crisis
During PKEE Energy Day 2024, Paulina Hennig-Kloska, Poland’s minister of climate
and environment, stressed that Poland’s presidency will prioritize energy
security while pursuing climate objectives. She emphasized investments in
renewable energy, energy storage technologies and grid modernization. A top
priority for Poland’s presidency will be delivering the REPowerEU goal to phase
out the EU’s reliance on Russian fossil fuels. It would be worthwhile for this
phase out to be permanent and integrated into the EU’s climate and energy
security policies. Lessons learned from Russia’s war in Ukraine must drive
long-term resilience and independence in Europe’s energy systems. Ditte Juul
Jorgensen, director-general for energy at the European Commission, underscored
the importance of collaboration: “The Polish presidency will play a key role in
safeguarding energy security while ensuring a fair transition for all EU member
states.” Nicola Pochettino from the European Investment Bank stressed the need
to reduce energy costs while supporting climate goals, indicating that a just
transition must benefit all citizens and regions.
A competitive industrial strategy
Europe’s energy sector plays a vital role in decarbonizing industry, promoting
electrification and ensuring competitive energy prices. However, challenges
remain. High energy costs continue to hinder European businesses, with
electricity prices in 2023 still 80% higher than in the US and 55% higher than
in China. These disparities threaten the EU’s industrial competitiveness.
Poland’s presidency aims to strengthen European industry’s competitiveness,
supported by proposals like the Clean Industrial Deal, which seeks to lower
energy costs and support clean energy. Marzena Czarnecka, Poland’s minister of
industry, stressed the importance of competitiveness on Poland’s agenda. Jakub
Jaworowski, minister of state assets, echoed this, noting that the energy
transition must deliver low-cost, clean energy and competitive prices for the
industry.
> High energy costs continue to hinder European businesses, with electricity
> prices in 2023 still 80% higher than in the US and 55% higher than in China.
Industry leaders emphasized the need for clear regulations and financial
mechanisms to drive investments. Walburga Hemetsberger, CEO of SolarPower
Europe, called for grid modernization to accommodate renewables, while Giles
Dickson, CEO of WindEurope, advocated for supporting European wind energy
manufacturing to compete globally.
Addressing structural challenges
Energy experts highlighted the need to address systemic challenges in Europe’s
energy system. Fatih Birol, executive director of the International Energy
Agency, pointed to historical missteps, such as reliance on Russian gas, the
retreat from nuclear power and underinvestment in solar PV manufacturing. Birol
expressed optimism, stating that the EU must focus on retaining its industrial
base and preparing for growth powered by clean technologies.
Modernizing Europe’s energy grids is critical to prevent them from hindering
economic growth. Roman Szyszko, vice-president of the management board of ENERGA
SA and member of the management board of PKEE, emphasized that grid investments,
which could reach €425 billion by 2030, are essential to accelerate the
transition.
Energy storage: A pillar of resilience
At the same time, energy storage technologies are key to stabilizing grids as
renewable energy expands. Grzegorz Onichimowski, president of PSE, highlighted
the need for large-scale storage solutions beyond small prosumer batteries,
citing power-to-heat technologies and gas-fired plants as additional supports
for grid stability. Grzegorz Lot, CEO of TAURON and vice-president of the
management board of PKEE, underscored the importance of energy storage, sharing
plans for a 700 MW pumped-storage plant and stressing the need for clear
legislative frameworks to attract investments. Bruce Douglas, president of the
Global Renewables Alliance, emphasized long-term storage solutions, while
Guillermo Antonio Rios Pavia of Aurora Energy Research highlighted how battery
storage can enhance flexibility.
via PKEE
A just transition focused on citizens
Participants agreed that the energy transition must prioritize affordability and
inclusivity. Grzegorz Kinelski, CEO of ENEA and vice-president of the management
board of PKEE, noted the importance of a diverse energy mix combining renewables
and gas alongside energy storage. Mechanisms such as capacity markets and
contracts for difference are essential to ensure a smooth and just transition.
Building a unified energy vision
Poland’s contributions, including the Energy Union and the Just Transition Fund,
demonstrate how national initiatives can become EU-wide successes. By fostering
cooperation and advocating for shared benefits, Poland aims to advance Europe’s
energy goals during its presidency. As Europe faces significant energy
challenges, the CEE region’s role will be vital in building a competitive and
resilient region. Finalizing the REPowerEU goal, modernizing infrastructure and
strengthening industrial competitiveness will be central to Poland’s efforts.
Through collaboration with EU institutions and member states, Poland seeks to
secure affordable energy, drive innovation and deliver on climate objectives,
ensuring Europe’s energy future remains sustainable and competitive.
LONDON — Rachel Reeves just delivered the first Labour budget since 2010 — and
set Britain out on a markedly different course.
With taxes and borrowing hiked, and big cash boosts promised for schools and the
health service, the leftward economic shift under Britain’s newly elected Labour
government was arguably even more pronounced than many were expecting
pre-budget.
Here are five things you need to know.
1) BRITAIN’S TAX BURDEN IS AT RECORD LEVELS
Reeves’ budget hiked taxes by £40 billion a year. The litany of tax rises,
mostly targeting businesses and high-wealth Brits, will take the U.K’s tax
burden to more than 39 percent of gross domestic product by 2029 — its highest
post-war share of the economy.
That’s far above what Prime Minister Keir Starmer promised during the election
campaign, after repeatedly saying no tax rises were needed above what was
outlined in Labour’s manifesto. The government is arguing that its fiscal
inheritance was far worse than it expected and that extra cash is needed to prop
up Britain’s struggling public services.
The bulk of the tax hikes come from an increase in national insurance
contributions for employers, with an offset for Britain’s smallest businesses
providing some relief for small and medium-sized firms. There are also increases
to capital gains tax for shareholders, stamp duty on second homes, passenger
duty on private jets and the imposition of VAT on private schools.
2) NHS AND SCHOOLS WINS BIG
Reeves said the tax hikes were necessary to stop a second round of austerity,
with Britain’s creaking health service the biggest winner. The NHS’s day-to-day
budget will increase by £22 billion next year, in the biggest real-terms
increase for the health service since 2010 (the Covid-19 years not included.)
The health service will also get billions of pounds of extra capital investment,
along with a host of promised reforms, in a bid to cut back the NHS waiting list
which sits at nearly 8 million.
It shows just how politically important an improvement in the NHS is for this
government. Polling consistently showed it was the top issue for voters in the
July election. Many in Labour believe that they will only win a second term in
2029 by drastically improving NHS outcomes.
Keir Starmer and Rachel Reeves will argue this kind of change is necessary to
mend Britain’s public services and fundamentally reorient the British state. |
Pool Photo by Hollie Adams via Getty Images
The education department also got a large uptick in spending. It’s bagging a 20
percent increase in capital spending, earmarked for building and improving
schools.
3) GROWTH STILL ANAEMIC
Despite the tidal wave of fiscal policy changes announced today, the Office for
Budget Responsibility (OBR) expects U.K. economic growth to remain anaemic. In
fact, the budgetary watchdog reckons economic growth will be slower than
previously expected after this budget by the end of the decade.
After a two year uptick, growth is expected to be lower in 2026-2029 than under
the previous Tory government. The OBR also reckons today’s increase in taxes,
spending and borrowing will also increase inflation and bond yields over the
term of this parliament.
In other words — the OBR reckons Reeves’ decisions will mean higher mortgage
rates and government borrowing costs.
4) LABOUR BETS BIG ON INFRASTRUCTURE
Reeves is betting big that her budget will sow the seeds for long-term economic
growth by clearing up space for tens of billions in extra infrastructure
spending. Her decision to change the government’s fiscal rules, by adjusting how
debt is measured, will now allow the government to borrow far more to invest in
infrastructure over the next five years.
Reeves is hoping this extra investment will help drive up supply and economic
growth in the U.K. economy, while also powering the green transition.
The money will be spent on green energy projects, on things like carbon capture
and wind energy, and new transport infrastructure. The government is banking on
this extra investment spending crowding in even more private industry spending
in these areas through what is known as a multiplier effect.
5) THIS IS NOT TONY BLAIR’S NEW LABOUR
This was a budget that hit high earners and businesses in a way which Labour
election-winner Tony Blair would never have dreamed of — especially just after
winning office. Reeves created clear winners and losers by hiking taxes on
businesses, high-worth individuals and private schools to increase spending on
public services.
The NHS’s day-to-day budget will increase by £22 billion next year. | Adrian
Dennis/Getty Images
It is an explicitly worker-oriented economic policy which has seen Labour draw
dividing lines in a way the party shied away from under Blair.
Starmer and Reeves will argue this kind of change is necessary to mend Britain’s
public services and fundamentally reorient the British state. But they will
surely only have the political space to do this type of tax-hiking budget just
once during their five-year term in government.